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Hiring a Fractional CMO: 11 Leaders Share Insights

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Hiring a Fractional CMO: 11 Leaders Share Insights

Celeste Levitt
Project Manager, ECA Partners

At ECA Partners, we’ve seen firsthand the positive impact that hiring a fractional CMO can have on a company’s overall marketing strategy and long-term growth.

Hiring part-time C-suite talent in general is an economical solution for companies navigating rapid change, managing major projects, or filling a leadership gap. But cost-efficiency is far from the most persuasive reason to hire a fractional CMO.

Instead, companies should consider how these executives offer a unique blend of agility and specific expertise that can be tailored to their particular needs and challenges in the moment.

Companies can opt to hire fractional CMOs not solely for their general experience, but for their specialized knowledge, niche industry connections, and expertise in field-specific data analytics.

This hiring strategy can therefore allow marketing teams to maximize the potential benefits of a CMO.

Jim Kreinbrink
CEO, Hyper Dog Media

As the president of an SEO agency, I understand the value of a fractional CMO, especially for businesses operating on a tight budget or in their growth phase. Hiring a fractional CMO provides the benefit of gaining high-level expertise without the long-term commitment or cost of a full-time executive.

However, the primary drawback rests in their lesser involvement in daily operations compared to an in-house CMO. This means a potential lack of understanding of the company’s vision, culture, and team dynamics. I believe the decision to hire a fractional CMO needs to be influenced by company size, business growth phase, and most significantly, the specific marketing needs of the business.

Anna Parvatova
Brand Manager and Creative Director, SNS Nails

I can see how a fractional CMO can be valuable in specific cases. In particular, it would make so much sense in a startup that’s starting to dip its toes into scaling and expansion but doesn’t have the resources yet to hyper-specialize. A fractional CMO can fill in the void left by a non-existent marketing team to make sure the organization’s marketing goals are strategized and delivered.

However, I don’t think of a fractional CMO as a permanent solution. Eventually, the organization will have to think of building its internal marketing team that’s fully committed to the organization’s goals and voice. Any company that gets stuck with a fractional CMO for an indefinite time is either not growing or getting itself stuck in a bottleneck.

That doesn’t take away from the immense value that a CMO brings to the table, however. As is the case with the fractional CFO, a fractional CMO allows an organization to leverage industry-leading expertise for a fraction of the cost of hiring an internal team.

Ryan Keiffer
CEO, Track 2 Consulting

Most smaller companies (less than $20M) and non-profits of all sizes don’t have the budget to hire a full time CMO. But they’re at a distinct disadvantage to larger competitors if they have no C-level marketing insight to guide them. A fractional CMO engagement gives them that critical strategic leadership, whether the need is for 10% or 75% of a full time CMO.

Our Fractional CMO clients get tremendous value from our work leading their strategy, optimizing their marketing staff and vendors, avoiding costly missteps, and maintaining focus and energy on the bigger picture: purpose, effectiveness and results.

And, as a Fractional CMO, our clients can trust that we are focused purely on their best interests because we have no interest in encouraging them to spend more money on marketing. We receive no financial incentives or kickbacks from any vendors or other marketing expenditures.

Joy Bian
Sales and Marketing Manager, RELYIR

As the Marketing Manager for a globally recognized artificial grass manufacturer, I see the potential value in hiring a Fractional CMO. The strongest influence on this perspective is the potential for obtaining high-level guidance and expertise without the full-time investment.

For instance, in the dynamic and competitive artificial turf market, having a Fractional CMO ensures we benefit from top-tier marketing strategies and innovation, while also maintaining financial prudence. Plus, it holds the possibility of bringing an external view into existing processes, which can prove beneficial in identifying improvement areas or untapped opportunities.

Therefore, in scenarios where the company is expanding or transitioning, this hire could provide key strategic insights with the flexibility to scale back when necessary.

Lens Watson
Public Relations Manager, ELEHEAR

The idea of hiring a fractional CMO can be highly beneficial for businesses like ours at ELEHEAR, where innovation drives us. When we deal with niche technology like hearing aids, the need for specialized marketing insight is paramount.

A fractional CMO brings diverse industry experiences to the table, contributing to a fresh perspective that helps in strategizing our marketing efforts. They offer tailored advice, focusing exclusively on areas that need improvement. That being said, businesses need to be ready for a high degree of adaptability that this position demands, due to its very nature of offering fractional time and attention.

Saugat Adhikari
Co-Founder, Magical Nepal

Drawing from my digital marketing background, I’d assert that hiring a Fractional CMO can be an excellent strategy depending on a company’s needs.

The most significant advantage is the wealth of experience brought to the table. Fractional CMOs often come with years of diverse experience across industries, enabling them to develop and execute versatile strategies effectively. They provide startups and SMEs access to top-tier marketing expertise that may be financially unviable to maintain full-time.

Conversely, the critical drawback is the lack of full-time availability. This limited engagement may result in less commitment and fewer contributions to the culture and inner workings of the organization.

Therefore, whether or not a Fractional CMO is a good fit largely depends on the specific needs, budget, and long-term goals of the company.

Greta Maiocchi
Head of Marketing & Admissions, OPIT

As the Head of Marketing and Recruitment at OPIT, I see significant advantages in hiring a Fractional CMO, especially for start-ups and mid-sized companies.

The most compelling point in favor is access to top-tier marketing expertise at a fraction of the cost. A fractional CMO can bring industry insights, strategic direction, and a vast network without the full-time commitment. This means companies benefit from the strategist’s knowledge and experience, which can efficiently drive marketing efforts and facilitate growth.

However, it’s important to ensure the CMO understands the company’s vision and culture, as alignment here is crucial for success.

So, while the cost efficiency is a major pro, the potential lack of cultural understanding could be a con to consider.

Sarah Mitchell
Marketing Director, Relyir

From my perspective, one key factor shaping my view is the access to high-level expertise that may otherwise be financially strenuous for small to mid-sized businesses.

By hiring a Fractional CMO, companies can tap into a wealth of knowledge and experience to implement strategic marketing goals without having to bear the full-time executive salary.

However, the potential downside could be a lack of deep understanding of the company’s unique culture and objectives because of their divided attention between multiple clients.

It’s essentially a balancing act between acquiring top-tier expertise and maintaining an in-depth understanding of your business.

Peter Lewis
CEO, Strategic Pete

One thing they often appreciate is the ability to get high-level marketing expertise right when they need it, without the full-time commitment.

For example, a client of mine needed to overhaul their go-to-market strategy for a product launch but didn’t have the budget or need for a full-time CMO. We worked together for six months, nailed the launch, and then they scaled back once they were on solid ground.

On the flip side, a potential downside is ensuring everyone’s on the same page. If the company’s goals aren’t crystal clear, or if the team’s not aligned, it can create some disconnect.

I’ve seen this happen when the objectives aren’t well-defined—suddenly, you’re not sure if you’re rowing in the same direction. That’s why upfront clarity and regular check-ins are non-negotiable.

David Sides
PR Marketing, Gori Law Firm

In my experience, the strongest pro for hiring a Fractional CMO is the access to high-level marketing expertise without the full-time cost. As a law firm, we need sophisticated marketing strategies, but we don’t always need (or can’t always afford) a full-time CMO. A Fractional CMO brings a wealth of experience from various industries, which can lead to fresh, innovative ideas for our firm’s marketing.

They can help us stay current with digital marketing trends and provide strategic guidance on our overall marketing approach. This is especially valuable in the competitive legal field where standing out is challenging. We’ve found that a Fractional CMO can give us the strategic oversight we need while allowing our in-house team to handle day-to-day execution.

However, it’s important to find someone who can truly understand the unique aspects of legal marketing and our firm’s specific needs. The right Fractional CMO can significantly boost a law firm’s marketing efforts, providing expert guidance without the need to hire a full-time executive.

This approach offers flexibility and specialized knowledge that can really make a difference in how we reach and engage potential clients.

The HR Spotlight team thanks these industry leaders for offering their expertise and experience and sharing their insights.

Do you wish to contribute to the next HR Spotlight article? Or is there an insight or idea you’d like to share with readers across the globe?

Write to us at connect@HRSpotlight.com, and our team will help you share your insights.

Recent Posts

6 HR Best Practices to Cater to the Global Workforce

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Matthew Ramirez HR Spotlight
Natalia Brzezinska, Marketing & Outreach Manager, PhotoAiD
Piotrek Sosnowski - Terkel HR Spotlight
Grace He - HR Spotlight

6 HR Best Practices to Cater to the Global Workforce

Global Workforce Challenges HR Spotlight

Translate Your Brand Effectively

When you are trying to cater to a global audience, you need to translate your brand effectively. This means knowing the cultural nuances of your target markets and communicating your brand identity in a way that resonates with them.

Matthew Ramirez HR Spotlight

When you are trying to cater to a global audience, you need to translate your brand effectively. This means knowing the cultural nuances of your target markets and communicating your brand identity in a way that resonates with them.

Matthew Ramirez, CEO, Rephrasely

It also means knowing how to adapt your brand identity to different mediums. For example, your website may need to look different in China than it does in the United States, and your social media posts will need to look different in both countries as well. Getting the details right will help you reach a wider audience and grow your brand in new markets.

Matthew Ramirez, CEO, Rephrasely

Be Flexible With Policy

When you’re catering to a global workforce that’s multinational and culturally diverse, you need to come to terms with the simple truth that people can differ greatly from one another. Rules that work within one culture might not work at all in another, and vice versa. You need to be flexible with your policies and adapt well to the working realities of different cultures and the rules that define them.

Natalia Brzezinska, Marketing & Outreach Manager, UK Passport Photo

Prioritize Diversity and Inclusion

This is important for catering to a global workforce because it helps create a work environment that is welcoming and respectful of all employees, regardless of their background or identity.

We need to consider that global teams are often made up of employees from a variety of different cultures and countries, each with their own unique experiences, perspectives, and needs. We have to cater to such a diverse group to increase employee satisfaction and productivity.

Piotrek Sosnowski - Terkel HR Spotlight

When you are trying to cater to a global audience, you need to translate your brand effectively. This means knowing the cultural nuances of your target markets and communicating your brand identity in a way that resonates with them.

Piotrek Sosnowski, Chief People & Culture Officer, HiJunior

In addition, prioritizing diversity and inclusion can also help companies better serve their customers and clients by being better equipped to understand and meet the needs of a diverse customer base. It can also help companies build a positive reputation in the community and attract top talent.

Overall, prioritizing diversity and inclusion can lead to a range of positive outcomes for the company and its employees, and is overall a highly ethical stance.

Piotrek Sosnowski, Chief People & Culture Officer, HiJunior

Avoid Culture-Specific Language

As a leader in a global workforce and a transplant worker myself, I understand the importance of avoiding colloquialisms in company communications.

Grace He - HR Spotlight

In a remote setting, it can be difficult for multicultural coworkers to feel connected and included. By avoiding colloquialisms, I strive to create an environment where everyone feels comfortable and respected.

Grace He, People & Culture Director, Teambuilding.Com

In a remote setting, it can be difficult for multicultural coworkers to feel connected and included. By avoiding colloquialisms, I strive to create an environment where everyone feels comfortable and respected. I want to ensure that our company’s communications are clear and accessible to all, regardless of background or culture.

I believe that by taking this extra step, we can create a more inclusive and welcoming environment for all of our coworkers.

Grace He, People & Culture Director, Teambuilding.Com

Keep Recognition in Mind

Peer-to-peer recognition makes a vast difference in engaging employees. Recognition helps people find purpose and motivation. This can be delivered through a formal recognition platform, but we can also do recognition by highlighting what a person did in an email or team meeting.

Tony Deblauwe, VP, Human Resources, Celigo

Invest in Staff Cultural Education

Investing in staff integration programs is one of the greatest challenges for a globalized workforce. Keeping staff from feeling isolated is essential, even in a remote workforce, as people can risk feeling as if their specific local needs are not being considered in company growth.

Kristina Ramos - Terkel HR Spotlight

Investing in the opportunity for staff to experience how a co-worker lives in his/her city or country can help to breed team solidarity and communication, which furthers innovation and productivity.

Kristina Ramos, Reverse Recruiter, Find My Profession

Investing in the opportunity for staff to experience how a co-worker lives in his/her city or country can help to breed team solidarity and communication, which furthers innovation and productivity.

Kristina Ramos, Reverse Recruiter, Find My Profession

Undoubtedly, each of these best practices play a crucial role in welcoming a global workforce and helping your organization dip into the unique set of advantages they bring with them.

More importantly, it also helps these employees feel at home in an organizational setup they’re probably experiencing for the first time in their career.

Do you have a best practice or tip you think will provide added direction to an HR team handling a global workforce? Or is there another insight you’d like to share with readers across the globe?

Write to us at connect@HRSpotlight.com, and our team will help you share your insights.

Connecting Workforce Development to Leverage Empowerment in 2023

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Connecting Workforce Development to Leverage Empowerment in 2023

HR Spotlight - Polina Kovaleva

Empowerment Beyond Marketing

Empowerment has been recently seen and used as a tagline or marketing ploy, especially in a recruiting manor for more employees or customers.

It is important to be sure you and your organization foundationally understand that there need to be 3 things involved for empowerment to be present in a moment and that is Authority, Power, and People.

A corporation or organization is not part of that equation based on the definition of empowerment which is the authority and power connected to people.

Authority is centered around how people feel empowered and the confidence that they have but also all the way that they care for themselves. Authority-driven items usually produce that boss-like mentality you get from being empowered. It can be very emotionally driven, and it is usually hard to track an honest answer.

See your nearest supervisor feedback review scores that paint a different opinion than the turnover rate is telling you. How does it make you feel to provide the rideshare car driver with a 5-star rating?

That process is all tied to the authority portion of empowerment. All things in this world either raise or lower someone’s authority of empowerment. The emotional side of empowerment can often have different answers to the same exact question because it is based on people’s perceptions.

On the other side of these parts of empowerment is the power side, and that portion is where all the data and numbers live.

Do you have a take on why an HR team is important, even if it’s a one-person team? Or is there another insight you’d like to share with readers across the globe?

Write to us at contribute@HRSpotlight.com, and our team will help you share your insights.

Power in Empowerment

Power in empowerment is where people usually get caught up in trying to acquire these intrinsic items. The tangible measured items like money and all its derivatives, functional power like energy, and the most powerful of all the power items, which is time, are some examples.

Most of the power items can be captured, grown, and invested, except time which is only exactly what you get but also how much time you devote to something and collectively as an organization how many resources you use to impact change or produce a profit margin.

Tracking the impact of these power items in your leadership and workforce development programs should be inherently easy because they all involve some sort of measurable number tied to each of them.

Often organizations are the only ones attempting to track these items and the successes of the DEI program. They are looking to provide an impactful number of promotions or pay equity of the organization among other metrics.

Where we can create more change for 2023 through our people is by helping them better understand how to measure and track their own empowerment this year. And that is why people are the final part of empowerment and they must be involved to connect your program to empowerment.

People in Empowerment

People will always play a critical role even with machine learning and artificial intelligence. They are all a part of your workforce, and all can be collectively working together to track the impact that they each make this year.

To track authority accurately in 2023 you are going to have to teach your employees more about empowerment by connecting it to your leadership and workforce development programming. By measuring the authority each person has within themselves will help your employees develop by understanding how they feel about their own commitment to your organization.

Then remember the power items can be easily tracked since they all contain a measurable component to them, but the key element is teaching your people to also track their power items as well which they contribute to the organization.

If your people are truly empowered in 2023, then they should be able to provide their empowerment report at the end of the year. This report can showcase all of their successes personally but also how they connected to other people through authority, as well as the power numbers of their business results.

DEI programs are only successful when they ultimately tie back to business and if your people are empowered then they should be able to communicate exactly why they are instead of it just being a blanket statement.

Development that Aligns with the Empowerment Shift

Having served for 6 years as the VP of DEI for 60,000 people at PNC Bank I saw how empowerment moved and was received through DEI and community driven programming. This is what led me to finish my research on empowerment and create a world class leadership development organization.

I get the pleasure of helping great organizations become better by connecting my research on empowerment of people as well as measuring how empowered your people are across the differences that we have as humans.

Remember that empowerment is felt differently across all our top differences so our groundbreaking empowering differences assessment helps to provide data surrounding which differences need the most empowerment in your organization as well as providing recommendations on which leadership actions people can do to drive more empowerment faster.

For 2023 you can create a leadership development for your entire workforce based on each person’s intersectionality and that can help truly empower all differences.

 

Ashley T. Brundage HR Spotlight

All About Our Guest

More about Ashley

She transformed from homelessness and being an out woman of transgender experience to gain a job as a part time bank teller in 2010, then became the national vice president of Diversity Equity and Inclusion at PNC Bank in 4.5 years. After being featured in several media outlets she left her job running DEI and publishing an award winning empowerment and leadership book/program. Now she runs her own transformational leadership development organization traveling the world sharing her insights while also serving for several nonprofit organizations and sharing her research on how to drive empowerment faster though all of our differences we have as humans.

About Empowering Differences

International award winning leadership and empowerment expert Ashley T Brundage shares her insight into numerous especially tracking DEI efforts through what she calls Empowering Actions with the APP of Empowerment. Her leadership development program teaches people how to track the DEIB work they do for organizations by measuring the authority driven items through human capital surveys as well as tracking the power driven items through their natural measurement and tracked nature since they are all easily accountable. The power items are like actual power, monetary instruments, and time as 3 common examples. The authority driven items are more people centric placed surrounding feelings like confidence, learned skills, and wellness. Her program focuses this tracking effort as the APP of empowerment deeply rooted in the foundational definition of empowerment which is authority and power connected to people. She also professionally advises several other corporation and meeting organizations on inclusive practices for meetings to address LGBTQ+, Disabled, and other marginalized communities to make access to programs more equitable for all.

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13 Tips to Create a Happy Work Environment

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13 Tips to Create a Happy Work Environment

HR Spotlight Happy Workforce

Employee Recognition

Acknowledging and appreciating employees for their achievements and contribution goes a long way. Recognizing the effort of the employees shows that you have noticed their work, which may inspire them to work even harder on the following project and increase their commitment to the company’s future success.

When workers feel seen and appreciated, they voluntarily want to do more and more for the company. They adopt the organization’s mission and goals as their own, which subsequently helps the company succeed. They might even discover the abilities they never knew they had! That’s the power of recognition!

Make Employees Feel Valued

It is crucial for employees to feel trusted and respected because they are the foundation of any firm. Employees who do not believe their contributions are valued in their workplace have reported lower happiness levels. Those with higher job satisfaction have a greater desire to excel at their jobs.

It is essential to make your employees feel valued because their thinking affects their performance. The relationship is reciprocal; employees who believe their organization values them will also appreciate their organization.

Employee Appreciation

Appreciating the employee for their worth to the organization is very important, much like we did when we talked about the significance of employee recognition, which is recognizing them for their work. It extends beyond the specific job they have completed and includes things like their morals, punctuality, and technical expertise.

Everything helps, even just saying “thank you,” giving birthday presents, awarding employees of the month, best team awards, writing thank-you notes, and other such gestures can help your staff members feel loved and recognized by you.

Provide the Employees with Growth Opportunities

Unexpectedly, the areas that receive the least attention are closely related to employee satisfaction, such as a sense of purpose, fulfilment, and contentment. Employees feel satisfied with their work when it aligns with their mission or what they are intrinsically inspired to perform.

The lack of opportunity for advancement at work leads many employees to quit, and they aren’t happy with their jobs and need to understand why they do what they do. Employees who believe their work matters and receive proper training and development opportunities sense improvement in themselves and are, therefore, more devoted to their organization.

Balancing Personal and Professional Development

If people desire to advance in their careers, professional growth is critical. Providing proper training and growth opportunities for employees will raise the caliber of their output. Great employees will be developed by encouraging them to finish a course that would benefit them or providing them with career development advice.

Personal development is as vital to professional progress. It is inevitable that if a person lives up to their potential and is the finest version of themselves, it will show in their work. A good work environment can teach the employees how to be more organized, on time, better handle their stress, etc.

You can encourage personal growth by starting your day by encouraging each employee to create a gratitude list. Such routines would help them feel rested and energized at the start of the day and enhance their awareness of themselves as individuals.

Prioritize Work-Life Balance

Work-life balance is equally crucial to getting the most work done by the employees. Set boundaries that divide an employee’s personal and work lives. Their emotional and physical health would also improve, enabling them to be more present at work.

Gender is not a factor in the requirement for work-life balance; both men and women need it. Numerous studies have found that people who don’t have a healthy work-life balance are the least productive and experience significant levels of stress.

Refrain from forcing staff to work or attend meetings when they are on vacation or at home. It’s crucial that employers acknowledge that their staff members lead lives outside of work.

Give Importance to Employee Wellness

Most employment includes sedentary work that keeps workers still for long periods, which is bad for both their physical and mental health. Physically and psychologically fit employees are much more enthusiastic and joyful than those who always feel ill and exhausted. Employee health has an impact on both their productivity at work and the effectiveness of the company.

For the firm as a whole, making an effort to encourage employees to adopt healthy lifestyles is an investment. Setting customized goals for each employee based on their current state of health and working toward them could help each person become a better version of themselves.

Focus on employee well-being in ways such as offering exercise memberships, access to one-on-one counseling sessions, giving healthy snacks in the office, etc.

An Effective Remuneration System

Any employee’s most significant source of motivation is the compensation they receive for their efforts. A reasonable remuneration system is a fundamental and crucial element that a good organization must possess for its people to be happy and content.

Remuneration includes base pay and additional benefits like commissions, bonuses, and overtime pay. It strengthens the relationship between employees and their employer and the level of dedicated employees have to their jobs. A fundamental benefit that an organization requires is that employees who are more satisfied with their jobs are more motivated to work harder.

Employee Involvement in Decision Making

Employees or teams involved in the decision-making or planning process have higher self-esteem and believe their thoughts and contributions are valued by their superiors and the organization. They will feel empowered and compelled to work more and make more significant contributions to the organization if they believe they can make a difference.

A significant advantage of integrating the staff in decision-making is that they will no longer perceive a hierarchy in the planning process and a need to do what they are told. The sense of belonging and feeling valued is a complete game changer!

Have More Face to Face Meetings

It is always better to have more in-person meetings and gather the staff in one location because doing so automatically contributes to the development of trust and improves the employer-employee relationship. Since most meetings took place remotely during the covid era, there needed to be more employee involvement.

Face-to-face communication makes it easier for coworkers to understand each other’s thoughts and opinions. It helps prevent misunderstandings, which are more likely to occur when information or orders are relayed to employees from higher-ups without having first-hand contact.

Besides, it feels nice to have everyone together in one space, and it is quicker and more effective to hold meetings where everyone feels heard.

Encourage Two-Way Feedback

Two-way feedback is one of the best healthy and effective communication approaches. Since employers and employees can express their opinions, employees are less likely to feel intimidated.

Feedback meetings are held to reflect on the work and determine what areas need improvement and what work has been appreciated and should be continued. Therefore, it is much preferable to involve the employee directly and get their opinion on it, whether it be regarding their work, rather than just the employer pointing out everything they have to say.

Employees can also be asked to fill out surveys about their employers so that they can make improvements in any areas where they feel the workplace is lacking.

Two-way feedback will assist the parties involved in developing trust, and since everyone has a chance to express their opinions, they feel satisfied and heard. This results in contented workers, who, in turn, have higher job satisfaction.

Together, Set Goals for the Next One Year

When an organization thinks of their employees not only from the perspective of what they can gain from them but also towards their individual growth, it boosts their motivation to stay loyal to their jobs.

Have meetings where you discuss what goals you are planning to achieve as a team for the organization and what everyone’s individual goals are. For example, one employee might say he wants to get fit; the other person might want to earn double what he had been making the current year, and so on.

This helps everyone know what are everyone’s individual goals and can support and motivate each other to achieve that. You can also conduct weekly meetings to reflect on the week and whether you’ve taken steps that bring you closer to your goals. This way, employees feel happy that their needs are being taken care of!

Avoid Micromanagement

Employees are discouraged from doing their best when their employers constantly monitor and regulate everything they do. Because let’s admit it, no one likes to be told what to do continually, and it’s uncomfortable to work under a supervisor who is always watching you.

Employees may question their skills and become highly pessimistic about their jobs. If every minor error is called out, they could become less motivated to complete their work. Employees would constantly feel anxious, lowering productivity and drastically reducing the likelihood of thinking creatively.

Therefore, one strategy that an organization should avoid using is micromanagement.

These are just a few of the many ways that, with regular practice, you could create a happy workplace.

Employees are more likely to stay aware, engaged, and satisfied with their work in a favorable and happy environment.

Remember, a happy work atmosphere results in content employees, creating a wonderful organization!

Do you have a unique solution to create a happy work environment you think should be a part of this list Or is there another insight you’d like to share with readers across the globe?

Write to us at connect@HRSpotlight.com, and our team will help you share your insights.

Employee and Organizational Well-being: A Burnout Prevention Strategist’s Guide

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Employee and Organizational Well-being: A Burnout Prevention Strategist’s Guide

Companies everywhere are looking for innovative ways to improve workplace health and wellness. An epidemic of burnout and quiet quitting have companies searching for solutions that support employee well-being and, ultimately, the organization’s health. 

Here are 3 practical and efficient solutions to help you tackle burnout and promote employee and organizational well-being.

1. Create a psychologically safe environment to talk about stress and burnout

Fear is the primary reason employees do not talk to their manager about the stress and burnout they’re experiencing. Fear of losing their job. Fear of losing respect. Fear of losing the next big promotion.

Fear is a powerful motivator. Even though employees are stressed, worn out, and burnt out, they’re afraid to talk about it. Rather than finding long-term solutions to their health and productivity challenges, they give as little as possible as they work on fumes.

The first step toward building a sustainable workplace health and wellness plan is to develop a psychologically safe environment to discuss stress, challenges, and burnout.

So how do we do this? By modeling from the top. Leaders must demonstrate that it’s not only safe to talk about stress but encouraged. Here are a few ways leaders can model appropriately.

  • Update your out-of-office reply and email signature to clearly state your working hours. Perhaps include a statement, such as, “I will respond to your email within my working hours. There is no expectation to reply until you are at work.”
  • Send an email to employees at the end of the day, saying, “I’m heading home from work now to be with my family. I hope you enjoy your evening as well.”
  • Post as much on your social media channels about your rest life as your work life. Make work-life balance something to celebrate.

2. Train managers to have emotionally intelligent conversations with direct reports

Most managers care for those they supervise and want to see them succeed. Part of doing so is having conversations about productivity, effectiveness, and stress management.

During a recent workshop I presented to leaders of a national, multi-site corporation, a leader mentioned having gone to counseling to help with her stress levels. I asked what made her feel safe to not only access her benefits package counseling resources but share having done so with colleagues. She said her manager shared a story of a time of great personal stress and the impact a counselor had on her well-being. When her manager admitted reaching out to a counselor, she felt it would be ok to do so herself, which was a life-changing decision.

Here are a few recommendations for how managers can authentically open the wellness conversation while prioritizing effective work practices and employee well-being.

  • Help employees understand expectations, discuss which tasks are high, medium, and low priority, and train employees to manage their day and week based on importance. While workloads may be high, acknowledging them and helping employees prioritize their work can create a huge advantage.
  • Ask those you manage how they are doing, and genuinely listen. Respond with empathy to show you truly care. Ask what you can do to help.
  • Authentically share how you deal with stress, including the resources that have helped you most.
  • You will build trust by seeking to understand your direct reports’ struggles and responding with empathy. When employees trust your intentions, they are more likely to engage with resources provided by the company.

3. Implement quarterly burnout assessment checks to improve employee wellness and productivity.

A challenge of workplace wellness programs is collecting data on the plan’s efficacy. For example, how do you know what is causing employees the most significant workplace stress and which initiatives are making a difference?

Research shows six factors create burnout in an organization:

  • Overwhelming workload
  • Lack of control
  • Lack of reward
  • Lack of community
  • Lack of fairness
  • Conflicting values

These factors speak to company culture and cannot be fixed with a simple day off. Organizations often do not see a significant return on investment with their workplace wellness plans because initiatives do not address the root causes of employee stress.

By identifying and understanding the six factors affecting employees, organizations can manage workplace stress with short-term resource solutions and long-term culture design.

Why burnout is relevant now

I have created the most comprehensive Burnout Assessment available and offer it free to companies worldwide. The assessment provides both a Professional Profile based on the six factors noted above and a Personal Profile, evaluating the effects of burnout on a person’s health.

Companies across sectors use the Burnout Assessment, including corporate, non-profit, healthcare, and educational institutions. It provides a free, people-focused, data-driven assessment to evaluate critical cultural factors causing workplace stress.

Start with leadership

Download the free Burnout Assessment. 

  • Engage the leadership team, which, depending on your organization, may mean the C-Suite, Directors, or senior management team. Explain that the company is looking to strengthen its workplace health and wellness plan and will use the Burnout Assessment to evaluate employee stressors and risks. The leadership team will be the first to complete the assessment to create an authentic and psychologically safe process for all.
  • Ask leaders to complete the assessment, and be prepared to share their results during the next leadership team meeting.
  • During a leadership meeting, ask questions about what it felt like to complete the assessment, what the outcomes represent, and how to have psychologically safe and emotionally intelligent conversations with direct reports once the Burnout Assessment is implemented company-wide.

Implement the Burnout Assessment company-wide

  • Have managers send the Burnout Assessment to those they oversee, explaining the company’s vision to strengthen workplace health and wellness.
  • Invite direct reports to complete the assessment and prepare to discuss the results in a one-on-one meeting. I recommend asking employees to disclose their Professional Profile only, which will give you the data you’re looking for, as the Personal Profile may feel too personal and private.
  • Ask employees thoughtful questions, such as, “What did you notice?”, Do you have any concerns?” and “What changes would help you?”
  • Offer support and resources to address the challenges exposed by the assessment. Point to company workflows and automation, benefits packages, and employee assistance programs.
  • Re-evaluate quarterly and compare results to see where improvements have been made and what cultural shifts need to happen.

Over time, you will notice themes and patterns emerging as you implement the Burnout Assessment across your organization. You may find that certain factors arise in specific departments within the company, allowing you to address issues specifically and accurately. Because ultimately, happy, healthy employees create healthy organizations that thrive.

About Bonita Eby

Bonita Eby is a Burnout Prevention Strategist and CEO of Breakthrough Personal & Professional Development Inc., specializing in burnout prevention and wellness for organizations and individuals at the intersection of health and leadership development.

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Simple and Efficient Wellness Initiatives: The Biz Latin Hub Story

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Simple and Efficient Wellness Initiatives: The Biz Latin Hub Story

We asked HR and business leaders around the world the all-important question of how their workplace wellness initiatives are impacting their workforce. Among our responses, we received this wonderful piece of insight from Craig Dempsey, and we just had to share all that Craig had to say about their simple and efficient wellness initiatives at Biz Latin Hub!

At Biz Latin Hub, we make every effort in order to ensure our employees feel comfortable whilst working in the office. For the past few years, we have constantly been implementing and improving these processes for the benefit of all our staff.

Clean, tidy and well-decorated offices

Firstly, we believe it is essential to maintain a high level of cleanliness at all times. We have someone in charge of that mission throughout the working day. 

We also keep the office bright and colorful, which has an important impact on morale. There are paintings spread around the office and plants for additional color. As well as being decorative, plants improve air quality, are a source of well-being, and also improve the productivity of employees.

In addition to our efforts to boost morale, we provide our employees with high-quality technology and working materials so they can provide a top-class service to our clients.

Balanced and healthy diets

Regarding nutrition, I believe a healthy and balanced diet is essential in order to be proactive and energetic. 

The majority of employees start working by 9 am, so they should have time to get up a little early and have a good breakfast (the most important meal of the day?)

At the workplace, we then provide fruit baskets daily to keep everybody in good spirits and full of energy (citrus fruits, bananas, apples). 

We also provide several types of tea and coffee (as any good office should) to stay alert throughout the day and a water cooler, so everyone stays hydrated. In addition to the pleasure that hot drinks provide, they can also boost intellectual and physical capacity.

Like most companies, we have a small lunch room with cutlery, plates, cups, microwave and many other things that could be useful for our employees and their well-being.

Everyone is free to have snacks or eat outside in the sunshine. Our employees have the freedom to take their breaks when they so desire and are therefore not forced to have a heavy lunch to keep them going through the day.

A united team goes the extra mile

In relation to corporate culture, our devoted HR team is constantly adding more and more events to the staff calendar. 

We organize team-building events to strengthen bonds and improve team cohesion so all employees can get to know their co-workers more deeply. 

In addition to this, we celebrate milestones with enthusiasm and with the whole team. For example, we recently celebrated the company’s 8th anniversary, and the atmosphere was amazing. These events allow the team to spend lots of pleasant time together whilst at work.

Sometimes, after certain events or by the request of an employee, we will organize team meals that everyone is invited to after a day at the office.

We also provide access to workshops such as language classes, photography classes, and sports events.

Our employees have access to training throughout the year and the possibility to progress to more important positions within the company, especially management positions.

Thanks to all of this, everybody’s sense of belonging becomes stronger and our offices at Biz Latin Hub offer a great social climate.

Hybrid work to satisfy everyone

This highlights a very topical subject that, since the Covid-19 pandemic, has affected many workplaces.

I think it is important for everyone to be able to balance their family and professional life. Remote working or hybrid work allows for more flexibility and suits many people.

According to a recent study, about 80% of employees worldwide have found a better balance between these two important parts of their lives since starting hybrid/remote work agreements. 

This can also generate better productivity in some cases and even reduce levels of stress. 

As it often is in big cities, a significant part of our team lives a fair distance from the office. Travel time is greatly reduced by working remotely, and it allows them to save money on top of that. This time and money can then be used for other parts of their lives, further improving their work/life balance. This is an excellent compromise and many of the team have expressed positive opinions on our recently developed hybrid work strategy. 

This being said, some people prefer to work from the office, which is fully understandable, whether it is for social reasons, communication, or something else. In our case, most of the employees come in 3 days a week to the office and then work from home for the rest of the week. Obviously, there are some exceptions depending on the needs of the employee. On Fridays, we usually ask everybody to come into the office as we often hold important meetings and/or celebrations at the end of the working week.

I personally prefer to be working in the field with my collaborators. It saves me from being on my computer all day. At the office, our computers are programmed to change color after 5:30 pm, so our employees don’t work overtime and it prevents eye strain. 

To Sum It Up

In conclusion, we understand that there is a strong correlation between productivity, motivation, and well-being at work. Therefore, we do our best to repeatedly improve our health and well-being initiatives and enact them to form a workforce that consistently improves their state of mind and their ability to thrive at work.

Craig Dempsey is the co-founder and chief executive officer of Biz Latin Hub Group

About Craig Dempsey

Craig Dempsey is the co-founder and chief executive officer of Biz Latin Hub Group, an organization dedicated to assisting investors in Latin America and the Caribbean via the likes of company formation and tax advisory, as well as through recruitment and payroll outsourcing. 

Craig holds a degree in mechanical engineering, a master’s degree in project management, and other certifications covering logistics, personal management, and government administration. Craig is an Australian military veteran and has been deployed overseas on numerous occasions. He is also a former mining executive with experience in Australia, Canada, Colombia, and Peru.

Craig is based at the BLH head office in Bogota, Colombia.

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