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Sep 20

From manager to mentor: Taking leadership to the next level

By Sponsor Insight

by Allie Petty-Stone, firm administrator, Alerding

If you think about how many job titles there are in the world, your head could spin. Yet, out of all of them, many employees aspire to achieve the title of “manager.” That simple designation comes with a sense of accomplishment and purpose, and checks off a big milestone in your career. It indicates that your bosses recognize your qualifications and skills to lead people and/or processes for company endeavors.

So, you finally get that promotion to manager. How exciting! You’ve finally achieved that rung on the ladder — all of the hard work, dedication, and perseverance has finally paid off. However, it means so much more. Being a member of management not only means that you have a higher responsibility for the delivery of services and guidance of people within your organization, it also means you have the opportunity to make an impact beyond the work — mentoring other people.

Managing on its own is challenging as your new title means you’re taking on new tasks with your peers and subordinates looking on. The pressure can be great. How do you manage employees who were previously your peers? You are now a part of a group of decision-makers that can impact the organization and could ultimately be deemed responsible for the success or failure of your team. Responsibilities are greater as you are now guiding the ship, and your mates need to know how you will lead them. Will this new title change how you work and will this impact them? Will you evoke change? Will you be available?

It breaks down to a manager’s capacity to be more than just another authority figure. The position presents an opportunity to go beyond an authoritative presence by serving as a mentor. Great mentors are confident in their own abilities. They are not intimidated by the skills of others, are resourceful in meeting needs, offering employees opportunities to grow, and allowing room for error. It may be difficult and time-consuming at first, but the end goal should be a team that has evolved stronger as a result of your efforts. Being accountable and resolving issues together helps build critical thinkers which, down the road, also can result in more innovative and effective solutions. Overall, everyone learns in some capacity and a happy mentor finds fulfillment by witnessing those successes.

Making a long-lasting impact

I often reflect on those supervisors I had in my early career and how it impacted my work ethic and interactions with others. Although I had some dreadful managers, I was fortunate to have some impactful ones who also became my mentors. I called them my “mother hens” and still speak of them to this day. They were patient and taught me all they knew, passing on invaluable skillsets . Those interactions shaped me into a better employee and gave me a sense of passion for my work. I would not have the patience I have today if it weren’t for their kindness. I’m so grateful for them and, due to their generous nature, I have committed myself to seeking ways to pay it forward.

Keep in mind that people are always watching and listening. Your ethics and integrity are revealed in your interactions and how you manage can be memorable.

Here is an example of how leadership impacted my daughter, who was employed as a barista for a global coffee chain. She worked with a supervisor named Katie. She loved Katie for her spirit, tenacity and unwavering desire to do a great job. Katie led her shift teams with enthusiasm and was a high performer while expecting the same from her team. Here is the real clincher: When Katie was promoted to manager, she asked that she be placed in the worst performing store. You see, it is one thing to move to a successful store, thereby initially inheriting someone’s else’s accomplishments and endeavoring to continue it. However, taking on a known failure with a desire to transform it is quite another. That’s what sets managers and leaders apart. And people notice and carry that forward.

My daughter noticed and admired Katie for this pursuit. Katie left her mark. She made an impression. It transformed what my daughter thought about leadership, too. Now, I do not know if Katie had success in that new role, but I do know that she achieved a level of respect and admiration from my daughter and others upon hearing this story.

She impacted people she wasn’t even aware of. And THAT is the impact of great leadership qualities … you wind up impacting more than just those you know directly.

Sep 20

Participant Wellness in the Era of COVID-19 and the Effect on Nonprofits

By Sponsor Insight

by Kevin Kidwell, vice president, tax-exempt sales, OneAmerica

One unavoidable fact is how the pandemic divided people into two groups. The first group are financially stable and held onto their jobs during the pandemic. They have avoided spending money and were able to increase their savings effort. In fact, the U.S. personal savings rate hit a record high of 33% in April 2020, according to the U.S. Bureau of Economic Analysis.1

The second group didn’t fare as well. According to an Employee Benefit Research Institute survey, roughly one in 10 participants have taken a loan, hardship distribution or early withdrawal from their workplace retirement plan during 2020.2 Unfortunately, many more individuals didn’t have the benefit of this safety net, with a quarter of adults without a retirement plan according to a Federal Reserve report.3

This has had a great impact on our communities and the nonprofits that have served them. Need has increased, while the ability to provide services has changed or dramatically reduced.

While this sounds like bad news, we are optimistic because historical perspective of the 2008 recession shows the cyclical nature of our economy and how nonprofits recover.4

Short-Term Consequences

The economic effects of the pandemic forced nonprofits to cut more than 50,000 jobs in December 2020, according to a report from Johns Hopkins University, and it could take 18 months for nonprofits’ employment numbers to return to pre-pandemic levels, per ABC News.5

However, several of our clients have made great strides to ensure their nonprofit employees will continue to keep their jobs at least until the end of the year.

This economic impact of the COVID-19 outbreak will make it harder for some employees to achieve their short-term financial goals putting their long-term financial goals at risk.

Among those employees who say their financial situation has gotten worse during the pandemic, 44% believe it will take them three years or more to get back to where they were a year ago — including about one in 10 who don’t think their finances will ever recover.6

This year, 32% of nonprofit employees expect their employers to reduce program offerings and have hiring freezes, 23% expect pay cuts, 20%, layoffs and 17%, furloughs according to Eagle Hill Consulting, who polled over 500 nonprofit employees across the United States.7

Holistic Financial Wellness

Although we’re confident in the economic healing of nonprofits, many organizations will continue to experience impacts of the pandemic for some time.

There are steps nonprofits can take to support their own employees through continuing change, both now and as they stabilize in the future. Financial wellness will be increasingly important, and as the need for financial recovery will be great for some time, employers need to recognize their role in helping their employees achieve this.

For any organization, this starts by offering and reinforcing employees the basics:

  • Retirement plans
  • Competitive health insurance
  • Paid time off
  • Flexible spending or health savings accounts
  • Financial wellness education

These programs are important for overall employee productivity, health care costs and talent retention. In the 2021 Employee Financial Wellness Survey, PwC reported that of those whose financial stress increased as a result of the pandemic, 45% felt their financial situation had been a distraction at work. Taking this one step further, nearly three-quarters of employees experiencing financial stress also experience physical symptoms, which affects a businesses’ bottom line. People with financial stress tend to avoid getting health care, which could lead to worse health outcomes and higher health care costs later.8

Invest in Financial Education

In addition, by providing access to financial wellness education employers can also help their employees focus on specific goals, such as setting up an emergency fund, paying back retirement loans, reducing debt, and creating a realistic budget. This goes a long way in helping employees start to become more stable and regain confidence in their ability to get back on and stay on track.

By boosting employee financial confidence and offering support, you can have a positive impact on health care costs, retention, and productivity — ultimately making your organization stronger and healthier, too.

In Kevin Kidwell’s role as vice president of national tax-exempt sales, he works to provide ideas, knowledge, information – both technical and practical – in an effort to facilitate improved plan and participant outcomes. Kidwell has held various positions within the Retirement Services division since 1988. Beginning in 2000, his exclusive focus has been on health care and tax-exempt organizations.

  1. Pew Research Survey: Economic Fallout from Covid-19 Continues to hit Lower Income Americans the Hardest
  2. Federal Reserve System Report: Report on the Well-Being of U.S. Households in 2019, Featuring Supplemental Data from April 2020
  3. Pew Research Survey: A Year Into the Pandemic, Long-Term Financial Impact Weighs Heavily on Many Americans
  4. Nonprofit Quarterly: Deconstructing the (Not-So-Great) Nonprofit Recession
  5. ABC News: Study: Nonprofits lost 50,000 jobs last month from virus
  6. Pew Research Survey: A Year Into the Pandemic, Long-Term Financial Impact Weighs Heavily on Many Americans
  7. The Business Journals: Despite increases in charitable donations, half of nonprofit employees expect cuts in 2021
  8. PwC’s 10th annual Employee Financial Wellness Survey, PwC US, 2021

About OneAmerica®
A national provider of insurance and financial services for more than 140 years, the companies of OneAmerica help customers build and protect their financial futures. OneAmerica offers a variety of products and services to serve the financial needs of their policyholders and customers. These products include retirement plan products and recordkeeping services, individual life insurance, annuities, asset-based long-term care solutions and employee benefit plan products.

Products are issued and underwritten by the companies of OneAmerica and distributed through a nationwide network of employees, agents, brokers and other sources that are committed to providing value to our customers. To learn more about our products, services and the companies of OneAmerica, visit
OneAmerica.com/companies.

Jul 12

Faced with hiring and retention woes, an Indiana children’s home raises the stakes with a $100,000 salary for house parents

By Feature

The facility doubled the salary of its 2010 rates, and surpassed all similar salaries in the industry

by Shari Finnell, writer/editor Not for Profit News

When Richard Lapinski took over as executive director/CEO of the Indiana United Methodist Children’s Home (IUMCH), it quickly became apparent that he wouldn’t be there to win over friends. The Lebanon-based facility was facing serious challenges, including a significant cut in referrals from the Indiana Department of Child Services (DCS) — the primary source of its youth resident placements. Difficult decisions had to be made.

IUMCH only had about 27 youth residents, down from an average of 75 to 80 — more than a 60 percent reduction, Lapinski recalled. However, the facility still had more than 110 employees on its payroll — functioning with an infrastructure that had become outdated with the loss of residents. “And that number was rapidly decreasing for a number of reasons,” Lapinski said.

With awareness increasing about best practices for caring for troubled youth, many of whom had been abused or neglected in their previous homes, IUMCH wasn’t measuring up as a preferred placement facility. “Our organization didn’t really have the structure or appropriate behavioral models in place to care for the kids properly,” Lapinski said.

Since placements were being drastically cut and, consequently, revenue from the state, the facility had resorted to using $4.2 million from its endowment to cover operational costs, Lapinski noted. “They (IUMCH) have a very healthy endowment but that was not going to last long if we stayed on that track,” he said.

Lapinski, with the board’s approval, set in motion a series of recommendations that included investing in the construction of new facilities, training of employees under a new model of care, eliminating 55 positions and, eventually, boosting the salary of its house parents to a combined $100,000 — up from the $50,000 they were paid when he first arrived in 2010.

While the internal changes sent ripples throughout the organization, the decision to boost the salary of house parents made many other organizations take notice nationally. “It was sticker shock, in a positive way. You can get a lot of people’s attention,” Lapinski said of the significant salary hike, which was designed to address IUMCH’s challenges with attracting experienced house parents and retaining them. At the same time, it sent an unmistakable message about the critical role house parents had in delivering quality, caring services to youth on behalf of IUMCH.

The strategy worked. Highly qualified house parents, many working at larger, well-known institutions throughout the country, suddenly took interest in relocating to Lebanon, Ind., for the opportunity to work at IUMCH. “We, at one point, didn’t actively recruit,” Lapinski said of the surge in interest.

Initiating difficult discussions

Before arriving at the IUMCH in 2010, Lapinski had first-hand experience with understanding the unique challenges facing nonprofits dedicated to the care of youth facing numerous risk factors, such as abuse, neglect and abandonment. He had previously served as executive director of the Presbyterian Home for Children in Amarillo, Texas.

He and his wife, Stephanie, also served as family teachers for five years at Father Flanagan’s Boys Town in Omaha, Neb. In those roles, the couple lived in a family home with up to eight youth, providing 24/7 care.

It was that previous experience that convinced Lapinski that IUMCH had to overhaul its approach to caring for its youth residents, especially after he observed the day-to-day practices at the children’s home.

During his first meeting with IUMCH’s executive committee, which also was attended by board members, Lapinski was blunt. “I told them if I was a youth, I would hate to live here.,” he recalled. “It was more like a detention facility than a residential group home for youth. When I told them that, they looked at me and said, ‘We were always told that this was the best place in Indiana if you had to be placed out of the home.’”

At their next meeting, Lapinski showed them footage taken from cameras throughout the housing facility. Among them were instances of restraints of youth residents. “We would restrain you on a daily basis, so I showed them five restraints. I didn’t pick the worst five, I just ran it in a loop,” he recalled. “After I scraped their jaws off the table, then we were able to gather their thoughts.”

Lapinski also reminded them of the DCS’s decision to drastically reduce placements with their facility — another convincing sign that major changes were needed.

“We had gone for nine months without a referral from DCS,” he said. “Keep in mind, not even with their worst kid, one that they had a hard time finding a placement anywhere, we didn’t get that referral. So we needed to make some changes. And it was difficult because we had staff members who had been here for 20 and 30 years. They were ingrained in how they did things and didn’t want to make any changes.”

The team called an emergency meeting to discuss switching to a teaching family model, an evidence-based trauma informed care model approved by the American Psychological Association. “I really didn’t need to convince anybody … the writing was on the wall that we needed to make those changes,” Lapinski said. “DCS had stopped placing youth with us. They were picking the organizations that they were going to continue to utilize and we were not one of them.”

Moving toward an unprecedented pay scale

The IUMCH team arranged a visit to the Virginia Home for Boys and Girls, a facility that was similar to the Lebanon group home — and had fully transitioned to the teaching family model that was first implemented by Father Flanagan’s Boys’ Home. Currently, the Teaching Family Association has agencies throughout the United States and worldwide, including Australia, New Zealand and Canada that are using the model. Lapinski serves as the board president.

As a result of those initial meetings and tours, IUMCH committed to the construction of six new teaching family homes as a new state-of-the-art on-grounds school, which opened in 2015. They also agreed to eliminate 55 positions as they transitioned to the new model of care.
They soon realized the transformation of their care model could not end there. IUMCH was facing recruiting, hiring and retention challenges with family house parents — an experience that is common in the industry because of the intense demands of the position.

Under IUMCH’s job description, family house parents are a married couple who would commit to living within a group home. While they have their own private apartment, they are committed to caring for six to eight youth five to six days a week. “It’s such a unique position to try to hire for,” Lapinski said. “You need to find a couple that works together who are also trained in the family teaching model and really have a passion for the mission of caring for youth. At minimum, they’re working with the youth 80 hours a week.”

Currently, the average salary nationally for a teacher family couple is a combined $58,000.

“When I first started implementing the model (at IUMCH), we were paying $50,000 a couple — or $25,000 per person. It really isn’t that much money, but when you consider that housing, food and utilities is provided, it’s really like $72,000 to $75,000,” Lapinski said.

Although IUMCH was recruiting nationally — including in Alaska, Ohio, California, Nevada, Florida and Texas, they found it increasingly difficult to find house parents or family teachers, especially during periods in which the economy was stable. They increased the salary offer to $58,000 but still had challenges locating the right couples for vacant positions.

Lapinski said it was critical to find couples that were committed to the care of the youth. “If you really don’t have the passion and the commitment, you won’t last four to six months in this role. Not only is that bad for the organization, it’s absolutely terrible for our kids who already have reactive attachment disorder,” he said.

Faced with the prospect of closing one of its group homes due to the lack of staff, Lapinski said he analyzed how they could effectively recruit the best couples to fill the roles. The answer? Raising the salary for family teachers to $100,000 — at least more than $20,000 than any other organization paid for the position.

“Needless to say, we didn’t have a problem hiring family teachers and being able to drill down to find the most qualified couples that we could recruit,” Lapinski said. “It really put our organization in a wonderful place by providing stability. Our turnover is considerably lower now. The average turnover for a family teaching couple nationwide is 18 months. We’ve had couples here for four years.”

The investment in the salary increase was well placed, Lapinski said. “They’re worth every penny,” he said. “Our family teachers are truly the backbone of our organization.” The organization also increased the pay scale for assistant family teachers, who typically are recruited locally.

Lapinski noted that it wasn’t difficult to get buy-in from IUMCH’s board for the salary increase. “It was a lot easier than I thought it would be,” he said. “When we were faced with closing a home down because we couldn’t staff it, and that caught our board’s attention.”

Overall, the changes have been instrumental in helping IUMCH effectively carry out its mission. “We’re able to provide better services to the children we serve and achieve cost savings by reducing turnover and the rehiring and retraining of staff,” Lapinski said.

The organization also won the trust of the DCS, which now makes about 500 referrals a year to IUMCH, Lapinski said.

While the drastic changes were challenging at times, Lapinski said he never lost faith in the process. “You could call me the hatchet man,” he said. “However, I never lost a minute of sleep because I knew the end result was going to be much better for the kids.”

Jun 28

Hundreds of Hoosiers participate in free wellness program designed to combat stress, trauma, PTSD and burnout

By Feature

Eskenazi Health and Center for Mind Body Medicine training provides attendees with tools for healing in the midst of pandemic

by Shari Finnell, editor/writer, Not for Profit News

As experts seek to gain a better understanding of the long-term impact of COVID-19 on mental health, about 1,500 Hoosiers have recently enrolled in evidence-based training to proactively equip themselves with self-care tools, including meditation, guided imagery and biofeedback under Eskenazi Health’s Hoosier Heartland Healing Collaborative.

The free statewide initiative, which is sponsored by Eskenazi Health, in partnership with the Center for Mind Body Medicine, comes at a time when people are increasingly acknowledging the need for managing stress and trauma, said Megan Hider, Mind-Body Program supervisor at Eskenazi Health.

“I do think the conversation has really changed, in a good way, about how we think about stress, and our emotional health, spiritual health and how we physically function,” Hider said. “Wellness and mindfulness have become more mainstream throughout society. We’ve all been dealing with trauma and secondary trauma. We need to chip away at the stigma of trauma, whether it’s everyday trauma or a natural disaster, or whatever we experience.”

As part of the program, which was partially funded by the Herbert Simon Family Foundation, individuals participate in small groups of 8 to 10 people led by a facilitator who has gone through a two-part training program. The participants are asked to commit to a series of 2-hour weekly sessions during an 8-week period. As part of the training, participants learn numerous self-care skills that have been scientifically proven to lower levels of stress, improve mood, enhance resiliency and optimism, and help prevent chronic health conditions.

Hider said that the free training, which is open to any Indiana resident, can better equip first responders and other employees who are in a position of helping others. By learning the self-care techniques themselves, they can manage the stressors in their own lives so that they can better focus on helping others in challenging situations. “With everything we’ve been going through in the past year, it came at a perfect time,” she said.

The benefits of the training were quickly evident, said Christy Gauss, MSW, LSW, owner of SCP Consultants and a former school mental health facilitator for the Indiana School Mental Health Initiative. Gauss, who underwent intensive training to become a licensed group facilitator under the Mind Body program, said it was a powerful experience.

“I didn’t know what to expect when I went into it,” Gauss recalled. “You learn the science and skills of self-care in an environment where you have peer-to-peer support. It’s all about you and what it means in your own life before you start learning how to teach everyone else.”

Gauss said that type of firsthand learning is essential for those who support others, including first-responders, teachers and nonprofit employees. The potential for burnout can be significant for these groups, she added.

“You have to learn how stress is impacting you first,” she said. “You need to put on your own oxygen first, which we can be very bad at.”

Hider said the training can be very empowering for the attendees, who are able to devote an uninterrupted span of time to focus on themselves during each session. “It gives you space to become self-aware of your feelings, emotions and body sensations,” she said. “You’re able to learn about the physiology of the body and what happens when you’re stressed and when you’re calm.

“You are given the ability to heal yourself in a unique way that doesn’t happen in other spaces,” Hider added. “If we want to show up to places of service and places of community, we must be advocates for ourselves.”

For more information about the Eskenazi Health Hoosier Heartland Healing Collaborative or to sign up for a session, visit the program’s site here.

Jun 21

Developing a successful hybrid-work model

By Sponsor Insight

By Cody Lents, Partner and Change Manager at COVI, Inc.

Empower employees with choice
As vaccinations trend up and restrictions trend down, a significant number of workers are set to return to the office in coming months. Your extroverted employees are undoubtedly excited. However, their introverted counterparts may not share the same enthusiasm. So, how can you maximize morale and culture to enable the best performance out of both groups?: A thoughtfully-designed hybrid Work-from-Home (WFH) model that prioritizes both the needs of your organization’s employees and processes.

Lay the groundwork for success
The first critical step in transitioning into a hybrid WFH model is developing and communicating processes that level the playing field for both in-house and remote workers. Set clear expectations about your organization’s internal communications, cyber insurance, bring-your-own-device (BYOD) policy, etc., to ensure that remote workers don’t feel left behind compared to their in-person colleagues.

While remote work can be an opportunity to cut “traditional” office costs, leverage it as an opportunity to invest in your workforce. Consider using what your organization saves on overhead to provide your employees with a stipend to make working remotely more comfortable. This allows employees to outfit themselves at home with equipment like an ergonomic chair, an extra monitor, noise-canceling headphones, etc.

At the office, consider re-developing your organization’s layout to better accommodate a hybrid approach: dedicated “open-space” plans for those in and out of the office, private offices for focused work, and spaces specifically designed to encourage collaboration/socialization both face-to-face and virtually.

Invest in your infrastructure
The next critical step in transitioning your organization to a hybrid approach is ensuring your infrastructure is capable of handling the needs of employees working in different spaces. Now may be the time to upgrade your organization’s software to the enterprise level so that you can take advantage of security, communication and collaboration features.

Migrating your organization’s servers to the cloud is another way to streamline efficiency for your remote workforce. This makes it easier for your employees to collaborate and share files via a centralized location in which they can upload/save their work to.

Don’t compromise on security
With employees using a mixture of personal and company devices, it’s imperative that your organization communicates a clear security policy to ensure the safety of your data. The following three steps are a great start to a more secure digital infrastructure:

  • Determining what endpoint protection your remote workers need will aid in virus prevention. Windows Defender is a great antivirus software included in Windows 10, however, it does not meet the compliancy and security minimums of today’s security landscape.
  • Implementing two-factor authentication [2FA] is a secure way to ensure that only admins and users are allowed into accounts that would otherwise be vulnerable to cyber attacks.
  • Utilizing a virtual environment that allows devices to connect to a secure server or service, as opposed to a user’s internet connection, allows your organization to keep information encrypted, private, and safe.

Questions?
Now is the perfect time for a comprehensive technology assessment to prepare for the new-normal in our evolved workspaces. If you want to discuss what an assessment entails or if you need assistance implementing a hybrid-work approach for your organization, reach out to COVI at cody@gocovi.com for help. COVI is an Information Technology (IT) agency specializing in productivity, security, support and strategy services, located in Indianapolis, Indiana.

May 17

Achieving racial inclusion in the workplace

By Sponsor Insight

by Jeremy York, author, Synergy, adapted from the Society for Human Resource Management

Ensuring people from underrepresented communities are recruited and advanced is far more beneficial for an organization than recruiting or advancing any one individual. Diversity, equity, and inclusion (DEI) attempts to level the playing field to allow the best ideas to flourish, connect talented individuals from underrepresented backgrounds with opportunities that those in the majority often have unfair access to, and empower the best organizations to thrive. Done right, creating diverse, equitable, inclusive organizations yield greater profitability, innovation, and smarter teams.

When employees who are different from their colleagues are allowed to flourish, the company benefits from their ideas, skills and engagement. The retention rate of those workers also rises. Here are five practical strategies for creating an inclusive environment.

  1. Educate your leaders. Your organization’s executives and managers will be instrumental to your DEI efforts. Leaders — especially middle managers — must be held accountable for results. Leaders should be expected to demonstrate a commitment to inclusivity and, more importantly, to be responsible for the environment in their respective departments. Ongoing feedback from their own managers will help to hold them accountable, as does tying the goal to their performance evaluations.
  2. Form an inclusion council. Consider forming a council comprised of a dedicated group of eight to 12 influential leaders who are one or two levels below the CEO. Carefully select them for their passion and commitment to inclusion. They need to be “a channel for communication” between the rank and file and the C-suite, and that includes advocating for inclusiveness in discussions with top executives when necessary. Ideally, councils should be involved in goal-setting around hiring, retaining and advancing a diverse workforce and in addressing any employee engagement problems among underrepresented employee groups.
  3. Celebrate employee differences. One of the most important ways to show employees that you respect their backgrounds and traditions is to invite them to share those in the workplace. It’s well-known that diversity in teams leads to better decision-making, greater innovation and, ultimately, higher returns. Inclusion is what connects people to the business, and we believe it’s one of the core reasons that diverse employees stay with organizations that recognize and celebrate diversity.
  4. Listen to employees. Conduct a comprehensive assessment of your organization’s demographics and people processes to develop specific strategies to promote inclusiveness. Think about the culture you want and how you can create one that is authentic to your brand while meeting the needs of your employees.
  5. Communicate goals and measure progress. Establish and clearly communicate specific, measurable and time-bound goals as you would with any other strategic aim. Every company should first benchmark their culture before they begin investing in it. Here are some actions to follow:

    Conduct a full audit of your people processes — from recruiting and hiring to developing and retaining employees. Couple the data with engagement and other workforce survey data to gain a full measure of your climate.
  • Identify any shortcomings and measurable discrepancies around inclusiveness in your organization.
  • Instill rigor into inclusion strategies with data-driven plans, and measure the results.
  • Establish a clear business case for how the company will benefit by having a more inclusive culture by asking:
  1. What are our inclusion goals?
  2. What are the reasons for those goals?
  3. How do we quantify inclusion?
  4. How will inclusion impact our mission, brand or bottom line?

When you can answer these questions, you’re speaking the language of your stakeholders, legitimizing the business of inclusion and making inclusion a ‘verb’ versus an ideal.

Instead of trying to change some people to fit the organization, we must focus on transforming our organizations to fit all people. To get workplace diversity and inclusion right, you need to build a culture where everyone feels valued and heard.

To hear the full interview with Jeremy York of Synergy, click below.

Apr 12

What’s next?: Make the most of a hybrid work model through strategic planning

By Feature

Local research team reveals the challenges of building an effective plan post-COVID-19, and how to overcome them

by Shari Finnell

As organizations shift their focus to a return to “normal” after COVID-19 restrictions, many leaders are realizing that they must prepare for an entirely new normal — one that accommodates employees’ desire to introduce more flexible work-from-home policies as permanent options.

Leaders can use this unprecedented crossroads to lead their organizations to a more productive environment — with the right planning, according to Sam Julka, president and founder of Doris, a company commissioned to research how remote and in-person working models impact productivity.

Sam Julka,
president and founder of Doris

Doris, which recently released a comprehensive planning guide, “Hello, Hybrid: Your Workplace Playbook:,” captured data and insights from 16 organizations throughout the Midwest to determine the different factors that contributed to work productivity under a hybrid model.

“We studied that concept very deeply,” said Julka, during a recent interview with Charitable Advisors. “We learned there were multiple definitions of the word ‘productivity.’ We also learned through this study that the hybrid work model was going to be where many organizations wind up.”

Organizations that successfully implement hybrid work models can reap numerous benefits, including higher employee retention and optimal recruiting outcomes, Julka said. However, the transition may be difficult. When compared with fully remote and fully in-person work models, hybrid models will be the most challenging to execute well for numerous reasons, Julka said.

For example, the research revealed numerous complexities beyond determining if employees will all work in the office on specified days. Teams will need to figure out policies and protocols around factors like ensuring that employees take PTO; whether it’s acceptable to send and respond to emails beyond normal work hours, managing employees’ work hours to ensure they are avoiding burnout, and assessing career advancement opportunities — whether an employee chooses to work from home or fully in the office, Julka said during the interview.

“The playbook is really meant to help any organization, specifically a leadership team that’s trying to figure out their path forward,” she said. “Instead of writing a research paper, which is what we most often do, we ended up creating a tool to make it as helpful as possible for various organizations.”

Julka noted that the playbook will guide teams through comprehensive planning and deep conversations around their hybrid model, taking into consideration scenarios that are unique to their workplace.

“I don’t think that leadership teams are going to be able to read five white papers, and then just all of sudden have the answers. There won’t be a silver bullet that everyone will be able to follow,” Julka said.

“If you’re going to do a hybrid model, you have to do a very good job of thinking deeply about what your model may look like,” she added. “There will be rigor involved in trying to figure this out, and it will be harder than it was when we all just sort of dropped the pencil at our desk in March of 2020. It will be harder as we start to figure out how to come back effectively.”

Julka also said it is important to anticipate some failure points in all the variables as organizations adapt to a new way of working. It also is critical to recognize that the foundation of a healthy hybrid model is trust and accountability among the workforce,” she said.

“If an organization is thinking about a hybrid model, our recommendation would be to have some pretty serious conversations about what it means to trust your workforce, trust your leaders and how you’re going to all hold each other accountable for what’s going to happen,” Julka said.

To hear the full interview with Sam Julka of Doris, click below.

Jun 16

HR outsourcing: How can it work

By Leadership, Sponsor Insight

By Jeremy York, HR field representative, The Synergy Companies | 

Human resource strategy, also referred to as people strategy, is just as important as an organization’s financial, operational, and business development strategies, because a company needs people to achieve its business goals.

Human resources are an integral part of any business, but many times it is one function that falls by the wayside The problem in addressing an organization’s human resource needs often lies in the lack of time, resources or expertise within a company. Many organizations do not have the resources to dedicate a staff member to the HR function, and require employees to assume the tasks. As an add-on, that limits time that can be spent focusing on HR.

Luckily there is a solution — HR outsourcing. HR outsourcing can provide the human resources support and expertise that organizations need to help drive business.

According to the Society for Human Resource Management (SHRM), companies outsource HR in order:

to save money — realizing cost savings through efficiency

to focus on strategy — aligning people with mission, vision, values,

to improve compliance — reducing risks through expertise; and

because there is no in-house HR experience — acquiring an expert to lead the way.

HR outsourcing can also help organizations improve accuracy, increasing quality by lessening workloads and by gaining technology advances that they may not have otherwise been able to afford. All can help the organization drive a better bottom line

The most common outsourced HR functions identified by SHRM include both transactional and strategic tasks such as payroll administration, employee benefit administration, training and development and 401K administrations. These are all tasks that can be time consuming and can require advanced skill to ensure compliance with federal, state and local laws. Many organizations find that outsourcing transactional tasks allows staff to focus on more value-added work that links directly to business goals and objectives while outsourcing strategic tasks allows them to acquire the appropriate expertise to execute HR projects successfully.

Options for HR outsourcing

Several options exist for HR outsourcing, but two of the most common are Professional Employer Organizations (PEO) and HR Consultants. PEOs generally manage all components related to employment and HR (payroll, benefits, tax liability, workers compensation, employee relations, compliance, training/development, etc.) and become the administrative employer or employer of record for employees. PEOs are able to leverage buying power to offer a range of HR services, resources, and employee benefits that small employers may not have the financial capabilities to access. This allows employers to spend more time developing and growing the business without the cumbersome task of managing all of the details of the employment relationship.

HR consultants, on the other hand, take a more “a-la-carte” approach in providing their services. They work with businesses of all sizes and projects of all scopes, both tactical and strategic. Typically HR consultants assist with strategically integrating effective HR processes, programs and practices into daily business operations and usually leave management of HR responsibilities to the client. HR consultants function as a vendor or independent contractor and typically per project or “ad hoc” basis.

Selecting an HR outsourcing option

Determining whether you should select a PEO versus a HR consultant doesn’t have to be a difficult task. Honestly, it’s about what is the right fit for your organization. In order to understand what makes the most sense for your business, you’ll want to first conduct a needs analysis asking such questions as:

  • What are you attempting to gain/achieve by outsourcing the HR function?
  • What does the business need to be more efficient in people management and reduce overall HR administration costs?
  • Are you spending too much time on administrative work rather than high-level, business strategy?

Secondly, you will need to evaluate your current processes and resources understanding the answers to questions like:

  • Do you have HR processes, and if so do they align with best practices?
  • Do you have the in-house HR resources, but lack the expertise for certain projects/tasks?
  • Do you currently have the resources and time to devote to people processes and strategy?

And finally, after reflecting on internal capabilities you will need to determine what work to outsource. Ask yourself:

  • Do you want to outsource all large administrative tasks such as payroll, benefits, workers compensation, 401k, etc.?
  • Is the need to outsource projects on an as needed basis — smaller tasks such as recruitment/ selection, background/reference checks, employee training, compensation reviews etc.?

Going through the process above will assist you in determining what option is right for your business so that you can get the right kind of HR partnership to support goals and objectives.

Because the HR function is fundamental to align your people to your processes, you will want to pay special attention not overlook its impact on the bottom line. Inefficient and ineffective people processes, inexperienced people in skilled roles and noncompliance with legal requirements all have a cost. By ensuring you have a strong HR function in place you can help minimize those costs while simultaneously investing in the business.


jeremy-yorkJeremy York, SPHR, SHRM-SCP, is a Human Resources field representative for Synergy PEO Services.  He provides strategic and generalist HR support to local nonprofit organization leaders and their staffs. Jeremy has over 15 years of human resources experience working as a consultant, director of human resources, and generalist, in the insurance, healthcare, nonprofit, PEO, and other industries.  Jeremy has a bachelor’s degree from Purdue University in Organizational Leadership and Supervision and a master’s degree from Indiana Wesleyan University in Management. He is the current director of certification for the Indiana State Council of the Society for Human Resource Management (SHRM) and serves on the IndySHRM board of directors as the past president.