Corporate CPR Episode 54: Employee Adaptability

On today’s show, we discuss employee adaptability.

Michelle Boulé is a Transformational Life and Business Coach, Healer, and Dancer who helps creative leaders and entrepreneurs all over the world clarify and manifest their visions with more confidence, impact, and alignment towards their truth. Her work has been featured in The New York Times, Dance Magazine, Thrive Global, Good Day DC, Her Money, and Bloomberg Businessweek.

She’s the founder of Michelle Boulé Coaching, offering online group programs, private coaching, speaking, teaching, and in-person retreats. She brings a unique methodology to personal transformation that creates profound change, drawing on everything she’s learned from her award-winning international career in dance, along with over 25 years of practice in somatic therapies, energy medicine, mindset psychology, and spirituality.

Key Takeaways:

What are some universal laws that relate to business?

Law of cause and effect

Law of polarity

Law of vibration

Law of sacrifice

Leaders should ask themselves:

Who am I?

What is that I’m trying to create?

How can I operate with integrity?

Sometimes employees deal with a lot of negative self talk, hindering their growth. These are some good questions to ask when thinking about goals and the changes that are needed to accomplish them:

What do you want?

What are you grateful for?

Am I willing to make this change?

How do leaders support employees in being adaptable to the changes that they face?

  • Education. Have it be part of the culture. Get people thinking about what we can do to expand. Teaching people how to think is key. Knowing there is always a solution, focus on putting energy there.
  • Connection. Focus on how we connect with each other.

How do we connect these seemingly personal strategies to the business environment?

Growth happens in spaces where people are comfortable. How do we create a space where people can feel seen, whole, and comfortable? Leaders can lead with vulnerability. We create when we feel safe, just as when we were children.

These principle relate well to Ken Blanchard’s – The Seven Dynamics of Change. Let’s talk about a few.

People will feel awkward, ill at ease, and self-conscious.

Change causes employees to feel awkward and self-conscious. The confidence, knowledge, and experience of a leader will help them through the uncomfortable change to a place of safety again where they can create. Leaders should always be focused on personal development and focused on self care so they can guide the team well.

People initially focus on what they have to give up.

In order to move to something of a higher nature, you have to let go of something of a lower nature. We want to teach people to lean into faith in the unknown as a means of growth.

People can only handle so much change.

We are all different. Some thrive with change, and others fear it. We need the variety and diversity.

People going through the same change often still feel alone.

There is power in group work. When someone expresses something, others relate and feel less alone.

3 Top Takeaways:

  • What are the things I can change within myself as a leader because I know I have a role in implementing change?
  • Prioritize self care – nervous systems can settle down and become creative.
  • Have fun. How can we bring play back into our lives?

Connect with Michelle Boulé:

Website: michelleboule.com

LinkedIn: https://www.linkedin.com/in/michelle-boul%C3%A9/

Instagram: https://www.instagram.com/michelle.boule/

Facebook: https://www.facebook.com/MichelleBouleCoaching

4 Reasons You Should Regularly Update Your ERP System

ERP implementation can be a complex and time-consuming process. However, by regularly updating your ERP system, you can ensure that it remains effective and efficient in meeting the needs of your business. In addition, by keeping your system current, you can take advantage of new features as well as ensure that it is aligned with your changing business processes. Consider these four reasons why you should regularly update your ERP system.

4 Reasons You Should Regularly Update Your ERP System

1. To Take Advantage of New Features and Functionality

If you’re not regularly updating your ERP system, you’re not taking advantage of new features and functionality that could help improve your business. New features provide opportunities for increased efficiency and productivity, and can also help to create a streamlined workflow.

2. To Ensure Compatibility With Other Applications

As business needs change and new technologies emerge, it is important to regularly update your ERP system to ensure compatibility with other applications. For example, many ERP systems now offer integration with popular CRM and eCommerce platforms.

This allows businesses to manage customer data more effectively and sell products online without having to use multiple disparate systems. By integrating with other applications, ERP systems can provide a more holistic view of the business and help managers make better decisions.

3. To Reduce the Risk of Data Loss or Corruption

If an ERP system is not regularly updated, it can put the data at risk of corruption or loss. One way that data can be lost is through human error. For example, if an employee enters data into the system incorrectly, it can be difficult to retrieve the correct information later on.

Additionally, if the system is not updated with the latest security patches, it may be vulnerable to hacking. This could allow criminals to access sensitive information or make unauthorized changes to the data.

4. To Improve User Experience

A clunky, outdated interface will frustrate users and lead to a drop in productivity. On the other hand, a sleek, modern interface will make users more likely to actually use the system and take full advantage of its features. In order to stay competitive, it’s essential to keep your ERP system up-to-date with the latest UX best practices. This will also ensure that your business is getting the most out of its investment.

ERP Implementation Process

When it comes to implementing ERP, there are a few different routes you can take. You can go with an out-of-the-box solution that offers little in the way of customization, or you can work with a consultant to develop a custom system that meets your specific needs. If you’re not sure which route is right for you, it’s crucial to consult with an expert who can help you understand your options and make an informed decision.

Updating your ERP system is essential for the continued success of your business. At Project Genetics, we understand the importance of regular ERP updates. We can help you plan and implement an updated schedule that meets the specific needs of your business. Contact us today at Project Genetics to learn more about our project and system implementation services.

Corporate CPR Episode 53: How to Align Digital Strategies for Success

On today’s show, we discuss strategies for aligning digital strategies to avoid corporate failure.

Jonathon Hensley is co-founder and CEO of Emerge, a digital product consulting firm that works with companies to improve operational agility and customer experience. For more than two decades, Jonathon has helped startups, Fortune 100 brands, technology leaders, large regional health networks, non-profit organizations and more, transform their businesses by turning strategy, user needs and new technologies into valuable digital products and services. Jonathon writes and speaks about his experiences and insights from his career, and regularly hosts in-depth interviews with business leaders and industry insiders. He lives in the Pacific Northwest with his wife and two boys.

Originally from Silicon Valley, Jonathon got into the digital product space inspired by the incredible people developing new technologies all around him and the possibilities they unlocked. This fueled his curiosity to understand how technology transforms the ways in which people live and work.

Today that curiosity continues to drive him, as he works to help businesses harness technology. His work focuses on alignment, helping leaders define the value they want to create in a succinct and tangible way; where to focus, why, and what it will take to achieve that outcome. His favorite part is going beyond the idea but reimagining how you bring together people, data, and processes so that a client can succeed.

Key Takeaways:

What are the foundational components of a digital strategy?

  • What is the vision for the product? What is the long-term destination?
  • What is the problem that you are solving with the product?
  • How can I create value by solving the problem in a better way in this market?
  • What will be the outcome for that success for the customer and the business?
  • How will we measure that forward progress?

How can companies actually execute and realize their strategy?

Misalignment is usually the cause of strategy not being executed well. Clearly define the problem and determine the impact and value of solving that problem. Understand who you are solving the problem for and what it will truly require.

How can a company be sure they have evaluated the strategy well before moving forward?

  • Is the problem you have defined a root cause or a symptomatic issue of a different problem?
  • Who is the audience most impacted?
  • Is the problem big enough that they are willing to invest dollars and time to solve it?
  • Do you have empathy for your customer enough to really understand the ramifications of their problem and what value you can bring?

How do you reconcile competing needs?

  • Make sure the vision for the initiative is clear and shared.
  • Understand the organizational culture and interdependencies.
  • Engage customers to gain connection and insight.

How do you balance the need to prepare and the need to move quickly?

Speed is something that can be dangerous if the actions are not effective and your organization is not structured to be able to recover quickly from failures and adapt.

What are some of the key elements that drive failure?

  • Not knowing your customers. Understand the behaviors and motivations for that customer to adopt and have a need for your product/service.
  • Management of expectations. Sometimes there is a lack of understanding which affects the ability of team members to collaborate well.
  • Siloed knowledge.

How does a company determine their focus?

A company needs to decide and agree what attributes of the market they can do well and focus on those things. They should choose things that are underrepresented, not try to do everything that the competitors are doing.

What are the key attributes of companies that succeed?

  • Developing a clear, well-defined, and long-term product vision.
  • Building teams where everyone understands that they have a stake in customer acquisition, participation, retention, and support.
  • Equating customer experience to customer life-time value. It’s an umbrella to everything.
  • Being clear on value drivers – psychological value and functional value.
  • Defining the key attributes to focus on.
  • Knowing the customer motivations.

Top 3 Takeaways:

  • Develop understanding of strategy vs planning.  The skillset is different for strategic work. Strategy is understanding the problem space so we can understand where we can focus and make the biggest impact with our capabilities and resources. Planning is determining how we can effectively manage those resources and bring alignment to our team so we can execute on the strategy.
  • Make sure that there is a common language within the organization to build a culture. Set up the team members for success.
  • Manage knowledge so that you are able to scale and train each role in their processes and the value they bring.

Connect with Jonathon Hensley:

Company: https://www.emergeinteractive.com/

LinkedIn: https://www.linkedin.com/in/jonathonhensley/

Book: Overcoming internal sabotage and digital product failure

7 Benefits of Bringing In Fresh Perspectives for Project Recovery

When you need to get a project back on track, bringing somebody into that project with a fresh perspective can be a valuable asset that will help you reach your goals. Here are some of the advantages that you can find when you bring an outside perspective into your project recovery process.

7 Benefits of Bringing In Fresh Perspectives for Project Recovery 

1. Reassess Your Vision

Successful projects start out with a goal in mind. However, reevaluating that initial vision throughout the project can be helpful in finding ways to improve the project. Someone with a new perspective can help to clarify the vision for your project so that you can get the best results.

2. Get Objective Analysis

Everyone tries to approach business matters with an objective mindset. However, when you’ve been involved with a project, developing some attachment for the project itself and the people involved in it is inevitable. A new perspective can approach things more objectively, helping to identify opportunities for improvement you may be overlooking.

3. Break Out of Old Habits

When a project has been underway for some time, it can be easy for those involved to become stuck in their ways. While experience is undoubtedly an asset, sometimes the habits we develop aren’t the best way to get a project done. New perspectives can help you identify habits that aren’t helpful so that new strategies can be implemented.

4. Broaden Your Project’s Reach

Although it may be done unconsciously, certain aspects of your project may alienate certain segments of your potential audience or might simply not resonate with them. Bringing someone with a different perspective onto the project can help you identify these areas of weakness so that the results of your project have the broadest reach possible.

5. Improve Leadership

Leadership defines the expectations and goals for everyone involved in a project. Outside perspectives can bring leadership qualities that you don’t have in your current team to improve the project as a whole. This will reinvigorate your team and get everybody performing at their very best.

6. Tap into Others’ Experience

Depending on the nature of the project you’re undertaking, the challenges involved may be unfamiliar to you or your team. You can overcome this unfamiliarity by taking advantage of the experience that outside perspectives bring to your project. By bringing in someone who has handled projects similar to yours, you can benefit from their experience.

7. Reduce Inefficiencies

Sometimes, those involved in a project can become stubborn about doing things a certain way simply because that’s the process they’ve grown used to. However, this can lead to inefficient methods that harm a project’s overall success. Having an outside perspective to assess the efficiency of the project can help accomplish your goals more smoothly.

If you find that you’re in need of external resources to help you realize all the goals your project entails, our team of project implementation specialists have the answers you’re looking for. Get in contact with Project Genetics today to learn more about the assistance our proven methods can offer for your business!

Understanding the Differences Between Agile and Waterfall Methodology

A solid project management approach, or a PMO methodology, provides a framework for planning, executing, and monitoring projects in a way that minimizes risk and maximizes success. Two of the most popular project management methodologies are agile and waterfall. Though they share some common features, there are also distinct differences between them. Understanding these differences is essential for choosing the right methodology for your next project.

Understanding the Differences Between Agile and Waterfall PMO Methodology

Agile Methodology

Agile methodology is a popular choice for many project managers because it is designed to be flexible and adaptable. One of the biggest advantages of using agile methodology is that it allows for changes to be made throughout the course of the project. This means that if you need to make a change mid-project, you can do so without having to start from scratch.

Another benefit of agile methodology is that it encourages communication and collaboration between team members. This is because team members are typically working in close proximity to each other during an agile project. This collaborative environment can help to foster a sense of camaraderie among team members and can also help to keep everyone on the same page regarding the project’s goals.

Scope Creep

One of the biggest challenges with agile projects is scope creep. Scope creep occurs when the scope of the project gradually expands beyond its original parameters. This can happen because agile methodology allows for changes to be made mid-project, which can sometimes lead to team members adding new features or tasks that were not originally part of the plan. This often leads to projects taking longer than originally anticipated and can also cause cost overruns.

Waterfall Methodology

Waterfall methodology is a more traditional approach to project management. Unlike agile methodology, waterfall projects are typically completed in linear fashion, with each stage being completed before moving on to the next. One advantage of using waterfall methodology is that it can help avoid scope creep because there is typically less room for changes to be made once the project has begun.

Another benefit of waterfall methodology is that it can help team members stay focused on their individual tasks since they will not need to be concerned with other parts of the project until they reach their assigned stage. This can often lead to increased efficiency since team members are not wasting time on tasks that they are not yet responsible for completing.

Less Room for Adaptability

Waterfall methodology makes it difficult to make changes once the project has begun since each stage builds upon the previous one. This means that making even a small change early on in the process could potentially have a ripple effect that causes significant delays later on down the line. Another drawback of waterfall projects is that they often require more upfront planning than agile projects since all tasks need to be mapped out in advance before work can begin.

Both agile and waterfall methodology have their own set of advantages and disadvantages that should be considered before deciding which approach is right for your next project. If you need a flexible and adaptable approach, then agile might be the way to go. However, if you’re looking for something with less room for error, then waterfall might be a better fit. Contact us today at Project Genetics and we’ll help you decide which project solution best suits your specific needs.

M&A and Workforce Management: Why Success Depends on Integrating Your Workforce

While some mergers and acquisitions (M&As) look flawless on paper, they quickly lose their shine in the workplace. Issues such as company culture clash and excessive disruption of daily operations can make integration seem like a pipe dream. Completing a successful M&A with minimal hangups requires skilled workforce management and a strategy that accounts for the inevitable issues that will arise during the transition period.

M&A and Workforce Management: Why Success Depends on Integrating Your Workforce

When an M&A isn’t working, it’s usually due to integration issues, not financial problems. Unfortunately, even highly functional teams often run into snags when pushed to blend or adapt their efforts.

Combining workforces is complex, and employees need time and space to transition to the new normal. Having an outline for the merger that states employee roles and offers guidance about office real estate, communication protocol, and client services provides clear expectations during a confusing time.

Go Farther Together

Both sides must let go of old protocols and mindsets for integration efforts to be fruitful. Since, from a legal perspective, one company is considered the acquirer and one the acquiree, it’s crucial to remember that acquirees often feel more nervous about changes.

Even though you know that the goal is to build a juggernaut from your companies’ combined forces, they won’t realize that unless you tell them. Communicating the plans to integrate and emphasizing how the companies are converging into a single, stronger team can help prevent quality employees from abandoning ship.

Shortcuts Aren’t an Option

When an M&A has high stakes, it’s common for leaders to push teams to adapt to new processes and procedures quickly. But, frustratingly, this pressure often backfires and slows down team efficiency in the long run. Think of your newly merged company as a toddler.

Expect them to go from crawling to running, and you’ll be disappointed. Instead, let your teams learn how to walk and improve their coordination before asking for quick movements.

Outsource Leadership During Mergers and Acquisitions

While an internal executive can guide the M&A efforts, employees from the other party may feel they cannot come forward with questions or concerns.

In addition, issues of favoritism and politics can also arise when internal leaders are chosen to handle integration efforts directly. By bringing in an experienced, neutral party, you show employees that you are committed to creating a new, united team, not simply forcing one group to assimilate against their will.

Trust Project Genetics to Lead Your Integration 

Our team is ready to offer guidance when you need unbiased, professional leadership. We select the appropriate individual from our skilled team based on your company’s unique needs, which allows them to hit the ground running. In addition, their years of experience enable them to troubleshoot any issues and streamline the integration process.

Whether your attempts at integration have been unsuccessful or you haven’t begun to plan your merger, we are ready to help you navigate your M&A with ease. Reach out to Project Genetics today, and learn how our management consulting services can help your company thrive following a merger.

Workforce Management in the Era of Remote Work

The pandemic has pushed countless businesses of all sizes to reexamine the way they operate. For many, that has meant a shift to remote work. While this new reality presents some unique opportunities, it is also not without its challenges. However, with the right approach, businesses can build a highly productive, engaged, and loyal remote team. Here are the strategies that are crucial for successful remote workforce management.

Workforce Management in the Era of Remote Work

Ample Communication Technology

One of the greatest challenges of managing a remote team is maintaining communication and collaboration among employees. When everyone is in the same office, it’s easy to have impromptu meetings or pop into someone’s office for a quick chat. But when everyone is working remotely, there is far less opportunity for spontaneous communication. The best way to combat this is to provide ample communication technology options to your remote team.

This means having a secure, reliable messaging platform for employees to use for spur-of-the-moment, day-to-day communication as well as video conferencing software for more formal meetings. It’s also important to make sure that everyone on the team knows how to use the technology and that there is someone available to help with any technical issues that may arise.

Regular Check-Ins

Regular check-ins are crucial in managing remote employees. These can be done via email, messaging platforms, or video conferencing software and should be conducted on a daily basis, if possible. During these check-ins, business owners and managers should touch base with each employee about their work progress and any challenges they may be facing. This is also a good time to provide feedback and offer any assistance that may be needed.

Clear Expectations

One of the most important things you can do as a manager is to establish clear expectations with your employees. They should know exactly what is expected of them in terms of work hours, deadlines, and deliverables. If you can provide them with a clear roadmap, they will be much more likely to stay on track and meet business requirements.

Social Interaction

While working remotely has many advantages, it can also be very isolating for some people, particularly those not used to working from home. As such, business owners and managers should make an effort to promote social interaction among their team members. This can be done through regular video chats, virtual happy hours, or even just casual conversation during check-ins.

Regular Performance Reviews

Conducting regular performance reviews with remote employees helps ensure that everyone is meeting expectations and that any issues are addressed in a timely manner. These reviews can be conducted monthly or quarterly and should include both a review of recent work as well as goals for the future.

Performance reviews provide an opportunity for employees to get feedback on their work as well as receive recognition for their successes. They also give business owners and managers an opportunity to identify areas where employees may need additional support or training.

While remote work brings about new challenges for managers, these strategies can help. And with the right technologies and systems, managers can effectively oversee their remote employees just as well as an in-office team. Do you need help setting your remote team up for success? Contact us at Project Genetics today for a free 30-minute introductory call!

6 Questions That Should Be Answered in a Project Recovery Plan

There are many components to a successful project recovery plan that need to be implemented in order to successfully get a project back on track. Here are some questions you should be able to answer when developing your recovery plan.

6 Questions That Should Be Answered in a Project Recovery Plan

1. Is Recovery Necessary?

Before beginning to plan out your steps to recover a project, it can be worth examining whether or not the project is worth recovering in the first place. It may be that the goal of the project is no longer valid or the costs of recovery outweigh the value of the project to the point that recovery isn’t feasible. Be sure to have a clear vision of how the project will be beneficial before undergoing efforts to recover it.

2. What Is the Project’s Scope?

Having clearly defined goals and sticking to them is essential for the success of a project. However, the scope of a project can often change over time as more people with different visions become involved in the project. Try to limit this wherever possible by figuring out what the original goal of the project was and sticking to that goal in all your efforts.

3. Who Is Involved in the Project?

As part of understanding the scope of a project, it’s important to determine exactly which members of your team will be involved in the recovery process. Developing an organization chart with clearly-defined hierarchies of decision-making can be a useful exercise to this end. Clearly defining who is involved in a project will help to maintain clear and consistent messaging for the entire team.

4. What Milestones Will Success Be Measured By?

Knowing what benchmarks you’ll measure the success of a project with is essential to monitoring the success of a project over time. Ask yourself what milestones along the way to the project’s goal you’ll look for over the course of the project. This will give you the ability to reevaluate strategies as you go depending on whether or not you’re reaching these milestones.

5. What Extra Resources Should Be Devoted to Recovery?

When a project has gotten away from its initial plan, you will usually need to dedicate additional resources to get it back on track. That may require changing schedules or assigning overtime to workers involved in the project. Figure out what resources you have available to devote to a project before getting recovery underway.

6. Is External Help Necessary?

In many cases, bringing in outside resources will help you recover your project successfully. Outsourcing work involved in the project can help reduce the workload on your team. Working with project implementation professionals can also help you define your plan clearly and get additional resources to help achieve your project’s goals.

Our team leads the field in project implementation and recovery, and we can put our expertise to use in helping your business succeed in all its project goals. Reach out to Project Genetics today and learn how we can help your business succeed to its fullest potential!