Tag Archives: Relocation Leadership

Find your lane when onboarding talent that requires relocation.

Companies come in all shapes and sizes. There are large organizations with complex organizational structures to smaller companies that have only a few employees. One common thread is the need to achieve business goals which requires attracting talent. Many times the best talent can be found locally, but often requires mobility for a new candidate, an executive opening a new office, or even an employee in a developmental role.

When relocating employees, we have learned that different lanes will yield different experiences for the employee and family. There are basically three lanes to consider when managing a relocation for both US domestic and international. Each each lane has many  positives, but can also present potholes and the opportunity for detours to help make each relocation a better experience for the employee and family. Some employees don’t have the time or expertise to manage a lump sum relocation which creates challenges trying to get family transitioned,, while other employees are looking for a great experience, but the company doesn’t have the bench strength to manage the program and need a relo partner for support.

So which lane are you in?

  1. Lane 1 Lump Sum Relocation
    This lane is easy to manage/administer, but can be costly due to taxable income for companies when grossing up or to employee receiving non-taxable income. There is a  lump sum “plus” program that can be less costly and a detour to consider for best experience.
  2. Lane 2 In House Relocation program managed partnerships by HR staff.  Managing relocation takes expertise and bench strength, but can yield great results for the relocating employee working with partners they know and trust. The pothole to avoid is bidding moves during the summer peak season. Investing time identifying partners for the employee and family and using a distribution model will elevate the experience for everyone.
  3. Lane 3 Outsourcing / Partnering with Relocation Management Company. This is a great option when you have limited resources to manage and support executives with home sale purchase, as well as capturing expenses for tax reporting and more flexible. The key is to align with the RMC that best fits your program goals and culture.

Call to Action: Do you want to learn more about potholes and some of the detours available for your team? Attend HRSouthwest Conference on October 2, 2017 in Fort Worth, Texas to attend my session. Register at http://www.HRSouthwest.com.  If you can’t make it to the conference, reach out to your partner to identify potholes and the best way to navigate around them, detour, or just change lanes for best experience.

“If you could get all of the people in an organization rowing in the same direction, you could dominate any industry, in any market, against any competition, at any time.” (Patrick Lencioni)

This has been A Relocation Minute on “Find your lane onboarding talent” with Bruce Waller, For more information, call 972-389-5673, or email bwaller@goarmstrong.com or check out our my social media facebook and twitter page.

Also, check out www.BruceWaller.com for review my latest leadership book “Find Your Lane” on sale at Amazon!

Cost alignment is key, but this component is just as important when relocating talent!

Over the last few years, we have heard about the importance of cost alignment from companies when relocating their employees. Many companies base their policy on a cost budget approach when relocating talent. However, the talent management shortage has also played a vital role lately for companies wanting to be competitive when hiring talent that requires a relocation.

Today, companies expect another component when relocating talent known as “the experience”. The employee experience is about employee engagement from the time an employee connects with the provider for their relocation. I recently heard one of our leaders share a poll that stated 80% of companies think they are providing superior service when look through their eyes, and only 8% of the customers think they are receiving superior service. Wow, that is a 72% difference! Delivering an experience starts with understanding the needs of the customer. 

So what experiences are customers looking for?

Customers have different needs. Some are looking for a specific moving dates, or budget options to consider when selecting services. Some like the new virtual survey concept because it is convenient, while others don’t feel like it is safe or as accurate as a visual survey. Some customers just want a warm smile and trust in their moving coordinator and driver. Whatever the case may be, the key to providing a great experience always starts with asking questions to determine expectations. If customer has needs that are not aligned with services, then they will most likely not have a great experience. However, if you can identify what’s important, and build a plan around their answer, then you just might deliver the experience they are looking for and create a customer for life!

“The first step in leadership is not action, it’s understanding.” (John W Gardner)

Call to Action: What makes a great experience for your team? Identify three things this week that might elevate the experience for your employees relocating and share with your relocation partner. Send me an email and share with me too! I would enjoy hearing your feedback!

This has been “A Relocation MinuteThe Customer Experience” with Bruce Waller, For more information, call 972-389-5673, or email bwaller@goarmstrong.com or check out our my social media facebook and twitter page.

JOIN US WEDNESDAY SEPTEMBER 20 AT SUPERIORHIRE IN DALLAS FOR BRUCE WALLER BOOK LAUNCH… SEND BWALLER@GOARMSTRONG.COM TO RSVP. HOPE TOP SEE YOU THERE!

Want a better experience for candidates moving this summer? Consider these mobility strategies…

The month of May marks the beginning of peak moving season! Schools out and families take advantage of the summer months to relocate and settle in their new city before school starts in September.

Based on different sources, there are approximately 40 million families moving annually or 10-15% of US population. However only about 15 million families are moving to a different county, state, or country while the remaining population moving is locally within same county.

There are also approximately 8000 moving companies in the US, with approx. 50% of them (4000) that belong to AMSA (American Moving and Storage Association) and have authority registered to service long distance or nationwide moves. This means (based on my calculations) that household goods moving companies will relocate an average of 18 families per day from May through August compared to averaging 6 families per day from September through April. Statistics will fluctuate based on the size of the moving office, but either way — WOW! That is 3 times more volume moving each day during the summer! The peak moving summer season can make moving more complex and requires precision moving coordination.

Therefore, it’s important to approach your move differently during this time of the year. Here are a few tips to think about sharing with your team to have the best experience when moving this summer:

  1. If you don’t have a relocation partner, get one! Capacity drives up move cost, even when you get bids… and partners will often find ways to help your team when you get in a tough spot!
  2. Advise your employees to schedule the household goods move survey BEFORE home sells. This is a great time to discuss move plan expectations to be prepared when the home sells.
  3. Communicate that preferred moving dates need to be made at least 14 days prior to moving. Some cases less time and others may be 2-3 weeks due to the location.
  4. Consider a container move approach for small apartments or when moving less items. Benefits include a guaranteed delivery date and free storage while traveling to destination.
  5. Prepare employees for increased transit times for the household goods delivery in the summer due to driver hours of service regulations.

Also, be sure to ASK your moving partner about other relocation referrals and assistance including new community information. They can help ease the complexities for your team!

Call to action: Reach out to your moving partner this month to discuss strategies to help your employees this summer. If you know someone that needs a partner, please share this information with them. They will appreciate the referral and so will their employees.

This has been “A Relocation Minute” on “Beginning of Peak Season Moving Tips” with Bruce Waller, for more information on relocation resources call 972-389-5673, or email bwaller@goarmstrong.com.
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Using this “GPS” will help you find your lane for success!

In 300 feet, turn left. The destination will be on your right. Wait, this isn’t my destination. How can this be? I thought it was right here. This isn’t the destination I was planning. Have you ever found yourself in a similar situation? You had an idea of where you wanted to go, but when you arrived it wasn’t what you planned. Did your destination change, or maybe you just need to use a different GPS? Unfortunately, this is a common theme when pursuing goals and dreams. We think we know where we are going, but we often take wrong turns, or get jammed up in traffic along the way.

Maybe you are a college graduate that thought it will be easy to find the perfect job after graduation only to be still searching several months later. What about the salesperson that has big dreams of success, but continues to struggle from month to month trying to land that big deal? Are you the office administrator or young business person looking for your next opportunity in the company only to be disappointed because nobody has noticed your strengths as a future leader? brucetruck

Many people start out with big dreams, but later find out it wasn’t exactly what they planned along the way. So what do you do when you learn that you took the wrong exit, or get lost or stalled on your journey to destination?

It’s time to use a new GPS! Grow, Plan, and Share!

Grow – I once heard Jim Rohn say “Success isn’t pursued, it is attracted”. If you want that promotion, you have to get better by learning more and becoming more. Growing sales means learning more about your customer. Finding the perfect job means asking more questions and connecting with other experienced leaders. Opportunity starts with personal growth. What are you reading, or doing each day to put yourself in position to get to your next destination? Write down 3 things you can do each day to elevate your growth.

Plan – Setting goals is critical to finding your destination. I once had a boss that used the phrase “plan your work and work your plan”. I have adopted this philosophy for years and used it in my navigation system. If you want to grow your sales, make a plan to practice your calls each week and include others for feedback. If you are looking for a new HR opportunity or want a promotion, turn off your radio and practice interviewing in your car on your way to work and include others for feedback. If you need a certification to go to next level, go get it! Doug Sandler once shared this post on twitter, “the 10 most powerful 2 letter words are – if it is to be, it is up to me. Start writing down your game plan each week and focus on planned activity for results.

Share – This is one lane that many people miss. You have a great opportunity to help others just by sharing and being a resource for others. Zig Ziglar once said, “If you help enough people get what they want, you will eventually get what you want”. When we share, we are serving. What can you do today to be more resourceful to help others reach their destination? Some ideas include sharing articles that inspire you, connecting mutual friends to network, or sharing an idea to a customer to help them improve their business. Share with me too!

Growing, Planning, and Sharing is a great GPS to help you find your lane to reach your next destination. I wish you safe travels on your next journey to success!

Call to action: Write down 2-3 ideas  that you can put into practice to finish strong in 2016. Please share with others so they can help you navigate to find your lane for success.

This has been “A Relocation Minute” on “Are you using this GPS” with Bruce Waller, for more information on relocation resources, call 972-389-5673, or email bwaller@goarmstrong.com. Follow me on Twitter too!

The GOAL is bigger than the ROLE!

When I was in high school, I always wanted to play quarterback. Our coach positioned me to play quarterback for our practice squad offense to help make the first string defense better. I knew the ultimate role for me personally was to play as the first string quarterback where I could throw that game winning touchdown and lead our team to victory, but our team also needed someone to run plays during practice to help make our primary defense better. The most important thing was for me to understand that the goal was team first, and not worry about which role I played as long as I was committed to helping our team succeed. cropped-bruce2013.jpg

It’s the same way in business, or possible in your community where there is a bigger outcome when the group pulls together and plays their role. Another word we often hear when talking about pursuing goals is collaboration. When the team pulls together, we are stronger and have a better chance of achieving big things. The people that inspire me the most are the ones that raise their hand and say I will help however you need me, not the person that says I will help as long as…

When moving an employee’s household goods, it takes several members on the team to deliver a successful relocation. It starts with the salesperson to surveyor to move coordinator to operations planners to driver/moving crews to accounting and finance to claims management. Everyone on the team has a unique role, but only one goal – to deliver a great moving experience for the customer!

What is your role in the organization and what can you do as a business leader or even a volunteer in your community to help advance achieving a goal? It may be assisting the salesperson with a new client, volunteering to help raise money for a charitable organization, or getting a community baseball field ready for the season opener.

Whatever it is, know that the goal is more important than the role to achieve team success. Just keep learning, and growing to be ready when your time comes for the next opportunity.

Call to Action: What are some of the goals in your organization? Reach out to others and find your lane to support the team for maximum success. Tomorrow you just may be the leader!

This has been “a Relocation Minute” on “goal bigger than role” with Bruce Waller, for more information on relocation resources, call 972-389-5673, or email bwaller@goarmstrong.com. Follow me on Twitter too!

Meet Lee J. Colan – BeALifter Leadership Interview Series #3: Sharing Leadership Lessons with Bruce Waller

BeALifter Leadership Interview Series: Sharing Leadership Lessons with Bruce Waller…

10 Questions from Leaders that make a difference!

Jim Rohn once said, “Your success in the next 5 years will be determined by the books you read and the people you meet.”

This is a testimony to my personal leadership growth over the past 20 years. I continue to learn each day by connecting with some of the most talented people in business. In this series, I want to add value to your leadership growth by introducing you to leaders that make impact as they share challenges, successes, and perspectives on their journey as a business leader or in their personal life. So let’s get started…

Today, we are going to hear from Lee J. Colan, co-founder of The L Group. I was honored to hear Lee speak earlier this year at the North Texas Relocation Professionals. Lee has authored 13 popular books that have been translated into 10 languages and has been nominated for Top Management Thinker globally by Thinkers50! Lee_Colon Headshot Hi res

I really enjoyed some of the leadership lessons below and think you will too…

Now, let’s hear from Lee…

1. Where did you grow up?

I was born on Long Island, New York. When I was 7 years old, we moved to the southern tip of Long Island also known as Fort Lauderdale, Florida. 

2. How did you get started in business/career?

I attended a very applied doctoral program in Industrial/Organizational Psychology at George Washington University. I had the chance to work for large consulting firms and participate in cutting edge research for the Army during my graduate studies. Not that I really knew what I was doing at that young age, but it got me started, and I gradually wove my patchwork career into my own business in 1999.

3. Do you remember a challenge or life lesson that you had to overcome early in your career which made you a better leader?

In my first executive role, I struggled with having necessary tough discussion with employees. As a result, they did not go smoothly, and although I was liked, my leadership credibility was taking a hit.

Once I reframed in my mind that it was my job to help my employees not only become better employees, but more importantly, to become better people (i.e., to grow professionally and personal), it was easier for me to have those discussions and they were more effective. I think they could feel that in my heart, I wanted them to succeed, and they responded accordingly (with more respect and commitment).

4. What was that moment when you knew that you had found your lane, your purpose?

In 1999, before I started my own business, I asked myself, “Who am I?” My answer was “a helper”. I realized that I did not need to go into social work to be a helper. I could use my God-given gifts and education to serve other anyway I could. Years earlier, a mentor of mine, Denis Simon told me that his work was his ministry, and that resonated with me. So, I decided if I fully aligned what I did with who I was, I would never work a day in my life. That was and continues to be a blessing.

5. What is your most favorite achievement in your current role?

I enjoy helping clients improve their business, but I LOVE helping clients improve their lives.

On a more concrete note, it was rewarding to help my three kids get their first book published titled “Please Listen Up, Parents: 12 Secrets YOUR Kids Want YOU to Know”. It was even more rewarding to hear the life changing testimonials from readers.

6. Is there any one person that inspired or mentored you along the way?

A very wise graduate school professor, James Mosel, told me, “The key to success is not to know everything. The real key is being able to plug up your ignorance within 24 hours.”
Initially, I responded with a chuckle since this advice came from someone who spoke 14 languages fluently, was a black belt martial artist and a competitive racecar driver, in addition to being a college professor! However, once I let these words marinate in my mind, I appreciated how poignant and practical they were. It became a defining moment for me. I gained a quick and heightened appreciation of the value of being resourceful. As a result, I honed my ability to quickly access people and information, so I could confidently address any challenge. This advice was liberating in that I did not feel like I had to be the expert at everything… or anything for that matter. It inspired me to build a strong professional network of experts and other resources. Now, in today’s hyper-speed, mega-wired world, the standard for “plugging up your ignorance within 24 hours” has been cut to 4 hours… or less!

7. Do you have a saying or mantra that you live by?

As a youngster, I always thought Rose Colan, my mother, originated the phrase, “This too shall pass,” since she used it so frequently. Since then, I have learned that this saying appears in the works of Persian poets and in Jewish folklore from King Solomon … quite a few years before I heard my mom say it. The context is from a fable of a powerful king who asks wise men to create a ring that will make him happy when he is sad, and vice versa. After deliberation the sages handed him a simple ring with the words “This too shall pass” etched on it, which has the desired effect. When you are on top of the world, that is but a fleeting moment – things change. Always remember, this too shall pass. When you are in the pits, at your lowest moments, remember also, all nights are followed by day – this too shall pass. External circumstances and material things change. I tell our clients, “No trend goes on forever” (my version of this ancient saying). Although running an excellent business or leading a high-performing team certainly has an important emotional component, excellent leaders keep an even keeled perspective. This balanced perspective prevents complacency in good times and despair in bad times. It also keeps us hopeful and humble, appreciating how circumstances can quickly change. Taking these words to heart will keep your team’s edge sharp and their performance peaked.
So, no matter what my circumstances, I always remember, THIS TOO SHALL PASS!

8. What book are you reading or audio to help grow your leadership right now?

Leadership and Self-Deception by The Arbinger Institute

I believe that the greatest knowledge is self-knowledge which gets to the core of this book.

9. Can you share any of your daily disciplines that help you stay focused as a leader?

I have quite a few disciplines, but only a few of them I do daily:

  • I read the Bible or a devotional (nearly) every morning.
  • I pray for strength, wisdom and opportunities to serve. I praise God for all my blessings and for being alive.
  • Before I wrap up my day, I review my calendar for the next day, prepare all needed documents and confirm appointments for the next day.
  • I end my day in reflection and prayer.

10. What advice would you give others to help them on their leadership journey?

  • Keep on learning. Leaders are learners, and learners are earners.
  • Keep on serving. True leaders are servants, and servants rule.
  • Stay humble and hopeful, because whether you are at the peak or in the valley, this too shall pass.

Very Inspiring, Lee! Thank YOU for sharing your wisdom and leadership perspectives with us. I was definitely lifted and encouraged by everything you shared from self-reflection to the mantra “No trend goes on forever“. Mentors are key for growth. We always need to be evaluating where we are today, and keep an even keeled perspective because “this too shall pass”. Keep learning, keep on serving, and stay humble… I love this! We can all be better leaders by learning from others, so feel free to share with your network too. It’s a win-win!  If you would like to learn more about The L Group, check out their website http://www.theLgroup.com. The newsletter is a great resource!Leadership Interview Serries

Bruce Waller, CRP, PHR, SHRM-CP is the Vice President of Armstrong Relocation and Companies in Dallas, Texas. You can visit his BLOG “A Relocation Minute Update” with Bruce Waller at https://brucewaller.wordpress.com/ for more information on employee relocation resources, call 972-389-5673, or email bwaller@goarmstrong.com. Follow @brucewaller on Twitter too!

BeALifter Leadership Interview Series #2: Dr. Sandra Reid

BeALifter Leadership Interview Series: Sharing Leadership Lessons with Bruce Waller…

10 Questions from Leaders who make a difference!Leadership Interview Serries

Jim Rohn once said, “Your success in the next 5 years will be determined by the books you read and the people you meet.”

This is a testimony to my personal leadership growth over the past 20 years. I continue to learn each day by connecting with some of the most talented people in business. In this series, I want to add value to your leadership growth by introducing you to leaders that make impact as they share challenges, successes, and perspectives on their journey as a business leader or in their personal life. So lets get started…

Today, we are going to hear from Dr. Sandra Reid, Chair, Graduate Business Programs and MBA Program Director, Dallas Baptist University.

Dr Sandra Reid 2016

Dr. Sandra Reid has made impact in a variety of leadership positions from inspiring graduate students at Dallas Baptist University to serving as a volunteer leader for DallasHR, the largest SHRM chapter in Texas. Dr. Reid served as President in 2011, then went on to chair the Board of Trustees in 2014 and is currently serving as a Board of Trustees leadership team member focused on driving strategy to help elevate the organization for HR professionals in the DFW community.

Now, let’s hear from Dr. Sandra Reid:

1. Where did you grow up?

In Fort Worth…graduated from Richard High.

2. How did you get started in business/career?

My parents were entrepreneurs…unusually, my mother worked right after I was born so I never knew anything else…even my grandmother, in a very small west Texas town, was an early entrepreneur with making wedding dresses & finery for the elite then in to owning an exclusive type clothing shop in town…the wiring of entrepreneurs is to serve others, to look for business opportunities or ways to satisfy needs.. my other grandmother had a “beauty shop” as she tried to support herself and 2 boys by herself…business in the private sector was just all around me and part of my DNA.

3. Do you remember a challenge or life lesson that you had to overcome early in your career which made you a better leader?

Nothing is ever accomplished alone. No matter how badly I may want something, believe I’m right about something, if I can’t convince others to buy in to the vision of a better tomorrow as I see it what I want would just not matter. Never to ask what I was unwilling to do myself. Give a favor first, before you ask something of others. Vulnerability was very hard for me to learn, or rather to accept…I
already felt vulnerable…incompetent in so many ways so often to expose it, to acknowledge it…to even embrace it…was very hard. I believe this is really my perspective from being a woman leader in male worlds common to the airline industry and academic administration, too. I learned not to be a machine as the world is too full of that lack of passion, emotion, investment. Being a machine, too, made others around uncomfortable as it set unreal expectations that sooner or later could not be met. I guess what I have really described is a lifetime of lessons learned.

4. What was that moment when you knew that you had found your lane, your purpose?

The first time someone told me they “could not have done it without me. They had wanted to give up on xyz, but they knew they could do it because of my “investment” in them.” Because of the faith in them I had shown. I’ve had 2 really distinct careers in leadership, one in the airline industry and the one I have today in the business of higher education. Hearing this in both places has reinforced to me the power in serving others so they can be the best they can be…being in the relationship, the engagement of leadership….and the incredibly amazing things that can be accomplished when unique gifts & talents come together to maximize impact by weaving all together.

5. What is your most favorite achievement in your current role?

Connecting high potential graduate alumni with their dream career paths and watching their success! Having corporate HR leaders give me a high 5 in relation to these extraordinary hires…having the flexibility to really hear what is unique about the person in front of me & to be able to help them in that same spirit of uniqueness…our mission which is also my passion is to produce servant leaders. I have many of all ages, nationalities & they universally want to go out to make a better life for themselves, their families, and all those with whom they come in to contact…so every graduation day is a huge achievement I share knowing they will be called to the farthest corners of the world. If I’ve made a tiny difference in them, I’m grateful. I have a wonderful team, most of them are graduate students, who I have for what feels like a very brief moment. It is my joy, responsibility, to also not forget they are going out to do purposeful work in the not too distant future, and to pour in to them as best I can, to invest in the future of the world now through the ones in my care for this brief moment…to lead them to being the best they can be. I have got to be the best model of leadership I can be for them. A highlight of my life has been serving as a volunteer leader with the DallasHR organization. We are an organization that stays true toits core values, leads its members to do purposeful work, and lives out its mission of enhancing the value of HR for the professional and the community. Surrounded by the most amazing people, serving with an inspirational purpose, and striving for excellence in all we do, as part of an organization that is celebrating its 75th year, with the opportunities I’ve had to be involved in committees, to be a director, DHR President, and in leadership with the BOT? It just doesn’t get any more rewarding than that!

6. Is there any one person that inspired or mentored you along the way?

My grandmother! She taught me to serve, to love others, to take care of my own family, and that I could be anything I really wanted to be! I am also grateful to my own father who taught me entrepreneurial thinking in absolutely every aspect of my life. I admit to having never appreciated either enough!

7. Do you have a saying or mantra that you live by?

Serve others to be the best they can be first for there is no other way your own potential can ever be realized.

8. What book are you reading or audio to help grow your leadership right now?

I’m reading work by the retired National Geographic photographer, Sam Abell. There are so many parallels between the art of both photography and leadership. Sam’s position is to compose and wait. Compose the setting and wait for the subject; to be “intimate” with the outcome, involved and leaning in, not out. Strive for good for it is through good that you find great. His written words are like listening to the music of a great musician, or rather they are like hearing a great visionary. If I picked one it might be the Photographic Life. I like the illumination of thought that comes from something so totally different than one’s typical daily life. Great leaders are great teachers and Sam Abell is definitely a great teacher.

9. Can you sharer any of your daily disciplines that help you stay focused as a leader?

I love DarrenDaily! Powerful, simple, quick! I participate in a small round table sort of group who all share when something especially resonates with us personally. It is a quick “shot” of relationship, connectedness, engagement, support. I find this very energizing and inspiring. I can’t wait to find out what the current day’s message will bring.

10. What advice would you give others to help them on their leadership journey?

Never stop learning!

Thank you for sharing your wisdom, Dr. Sandra Reid. Lots of takeaways include; Serve first, nothing can be accomplished alone, and never stop learning… These are actions we can all put into our daily discipline to grow our leadership. THANK YOU!

What are you doing for leadership growth? Please share, or recommend others to be featured in this leadership series. It can make a difference!

Bruce Waller, CRP, PHR, SHRM-CP is the Vice President of Armstrong Relocation and Companies in Dallas, Texas. You can visit his BLOG “A Relocation Minute Update” with Bruce Waller at https://brucewaller.wordpress.com/ for more information on employee relocation resources, call 972-389-5673, or email bwaller@goarmstrong.com. Follow @brucewaller on Twitter too!