conversationsCONVERSATIONSJULY/AUGUST2016
N E W S F O R NHE WOSLFTO®R HEOML TP ELMOP YL OEY EEESS AAN DNTDH ETI RHF AEMIIRL I EFS A M I L I E S
What Happens When 1,259 People Speak? We Listen!
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Behind the success is a core team of community and we need to ensure our fleet
professionals with mix is based on
some 90 years of the local needs.
experience between Having additional
them. In addition technicians to
to Don, the group service the rental
includes Ronnie fleet is important,
Hulett, Director of Operations; Kelly Ryan, too. The demand is so high and we have to
Director of Rental; and Matt Hopper, meet customer expectations.”
INSIDE THIS ISSUE Director of Sales. While fast growth has been a response to
P2 Safety News “There are a lot of rental companies the market, it can only work with the right
P3-5 Features
P6-9 Local News that come in and out of the industry. We mix of ingredients.
P10-11 High 5 Heroes
P12-13 Enterprise News | Wellness decided to differentiate our business in “From a process standpoint, we’re doing
P14 Customer Experience several key ways. The first was hiring the what other rental companies do. Taking
P15 Enterprise News best talent in the market and using our the orders and filling them the same as
P16-17 Retirees | On The Move Values Based Leadership culture as a core everyone else. But what we bring are
P18-19 Service Awards | HOLT Babies driver,” Myrick states. HOLT values, a focus on legendary
Another differentiator is training. Over customer service, and an inventory of
10,000 hours of soft skills, product and quality products,” Myrick states.
technical training was completed by Texas What does the future hold? For now, 21
First employees in 2018, which included locations and counting!
CONVERSATIONS Safety News Issue II 2019
onversationsJULY/AUGUST2016 Any task that requires taking your eyes or
NEWS FOR HOLT EMPLOYEES AND THEIR FAMILIES FOCUS ON NATIONAL attention off the road and hands off the wheel
can present a dangerous risk on the roadway.
Happens When 1,259 People Speak? We Listen!
HOLT recommends:
Results of the 2016 VBL Employee Engagement Survey DISTRACTED DRIVING • Recognize that driving requires your full
AWARENESS MONTH attention.
ng Executive Vice President/Chief your co-workers to "I'm glad that we • If you must use your phone, choose
ming organizations Administrative Officer, added, "This review your store's are coming a safe time and place, keeping the
loyee engagement survey lets us know what is working, what results, celebrate together as a conversation short.
e reason: "None of isn't, and what needs to be changed. It is successes, and • Ask a passenger to place a call for you
l of us." important for us to listen to the voice of discuss solutions for company related and, if possible, speak in your place.
everyone on our team." areas of to the importance • Do not compose, send or read text
A major topic of feedback was opportunity. of safety – but we messages while driving. In Texas, texting
are not there yet." while driving is illegal.
• Comply with the Move Over Law. When
r company has used communication. Employees reported What is the Action Plan? law enforcement or emergency vehicles
ather the voice of receiving more leadership messaging We have more activities than space to are on the side of the road, change
have over three years about cost control than our Values Based list. Here are brief reviews of several key By Jeff Stewart, lanes or slow down to give sufficient
nt Values Based Leadership culture. Mixed with less action steps: Director of Safety clearance. This is the law in all 50 states.
frequent communication, employees 1. As marked by improving trends, • Ask passengers to help with directions or
"I have worked for expressed difficulty reconciling some safety is an important focus for all of us. adjust dashboard controls.
Caterpillar and other decisions with our values. We are excited that Jeff Stewart has • Secure loose items in the vehicle so they
Cat dealers and can "Regrettably, we didn't do a good job of joined us as the new Director of Safety don’t become projectiles or distractions
say HOLT handles communicating how we used the in a sudden stop or crash.
diversity better than information from last year's survey," • Avoid intense, complicated or emotional
shared J.K. Baxter, Senior Vice President conversations when driving.
any of my previous Machine Sales. "We have recommitted and Environmental Culture. He, and & Environmental Culture • Pull over in a safe location to care for
employers." as a team to communicate the value of our growing safety team, will continue children.
employee feedback and keep everyone to focus on key improvement areas, • Stop to eat or drink, rather than trying to
d on the most up to date on the changes influenced by including ensuring employees have multi-task.
We believe this is vital proper tooling/safe processes, enhancing • Get plenty of rest.
ent with our Vision, our culture of peer-to-peer safety • Program your GPS prior to starting your
. your suggestions." trip.
"I really can't say coaching, and recognizing groups that • Allow extra time for your trip so you
the decisions I am consistently demonstrate safe behaviors. won’t feel the need to rush.
concerned with They will also address specific safety
aren't in alignment concerns voiced in the survey, such as Take the Pledge!
with our values reducing security risks at the Irving store.
very comment from The National Safety Council is dedicated to
ter J. Holt, Executive improving safety in our lives. Take their safe
ral Manager. "Some driving pledge:
Motorists today appear to be more distractedopinionsdon't
Your Local 2. EOC sponsors are committed to Drivers who text are up to eight times as
Management Team meeting twice annually with their
(LMT) and
Enterprise (continued back page)
ooks at the results.
e very much what
than ever behind the wheel. AccordingrinnaHoltRichter,
Operations Council – I'm certain likely to be involved in a crash. Five seconds
(EOC) sponsor will somebody thinks
partner with you and
they align."
P2 Safety P3 Get to Know Corinna and Peter J. P4 Most Interesting Person | Go Green | Throwback is the average time your eyes are off the road
while texting. At 55 mph, that is equivalent to
to the National Highway Traffic SafetyP5 Tale of Two | Three Things to Know P6-10 Local News P10 HOLT Babies P11 Enterprise News
P12 Customer Experience P13-15 Service Awards
Administration (NHTSA), between 2012
and 2017 nearly 20,000 people died in blindly driving the entire length of a football
crashes involving a distracted driver. HOLT field.
urges you to put down your phone and
avoid distractions while driving year round.
Distracted driving is defined as anything that
takes your attention off the road, potentially
putting you and others in harm’s way.
According to a 2019 AAA Consumer Pulse™ Drivers talking on a cellphone are up to
Survey, 77 percent of Texans are aware of the four times as likely to be in a crash. Hands-
law that bans all drivers, regardless of age, free, voice-based technology still causes
from using a handheld phone while driving. distractions. Drivers can be mentally
Nevertheless, over 60 percent have reported distracted for as long as 27 seconds after
seeing motorists text messaging or emailing using voice-based technology to dial, change
while behind the wheel. music or send a text message. At 25 mph,
drivers travel the length of nearly three
DO YOU HAVE A GREAT football fields during this time.
STORY IDEA FOR
CONVERSATIONS?
Send story suggestions to
[email protected]
Editorial Board:
Michelle Allen
Alexandrea Trujillo
Denise Herrera-Wieters
Writer: Shelley Galbraith I pledge to Just Drive for my own safety and
Design: Wall Media Designs for others with whom I share the roads. I
choose to not drive distracted in any way.
© 2019 HOLT CAT
Take the full pledge at safety.nsc.org/ddam-
pledge.
2
Issue II 2019 Features CONVERSATIONS
snoitasrevno6102TSUGUA/YLUJ
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detaler ynapmoc dna ,sesseccus fo eciov eht ot netsil ot su rof tnatropmi fo enoN" :nosaer el
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sdrawA ecivreS 51-31P ecneirepxE remotsuC 21P
HOLT President Speaks to St. Mary’s University
Corinna Holt Richter, President and Chief Administrative Officer, was the St. Mary’s University’s Forum on Entrepreneurship Breakfast
Series keynote speaker in February. The breakfast discussion, titled “A legacy of Innovation, Values and Growth,” was held in the Pearl Stable
at the Historic Pearl Brewery.
Corinna, with HOLT executives Guy Clumpner, President-HDSI, and Paul Hensley, Senior Vice President-Finance, shared with the audience
her and Peter’s story of assuming stewardship of the legendary HOLT CAT brand from their father and grandfather before him, providing a
unique view into one of the largest family-owned businesses in San Antonio. She also revealed how she and Peter are leading an organization
whose commitment to values-driven leadership is reflected in the smallest decisions, and how these values have stood the test of time.
Chris Gilbert Second
Overall in Tech Wars
HOLT CAT’s Chris Gilbert, PSD
Field Service Technician 6-Irving, was
awarded Second Place in the Electric Power
Generation category at the 2019 TECH
WARS Multi-Dealership Contest
in Oklahoma City. Chris competed with
other technicians from HOLT CAT, Butler
Machinery, Mustang Cat, Riggs Cat, Warren
Cat, and Ziegler Cat. Chris received $2,500
for his Second Place finish in the contest. We
are proud of all 818 HOLT technicians who
participated in Tech Wars this year.
Pictured from left to right: Derek Frank, Field Service Tech 6-Irving; John Hebert, Field Service Tech 5
-Texarkana; Joshua Poe, Field Service Tech 6-Cleburne; Chris Gilbert, Field Service Tech 6-Irving and EPG
second place winner; Kyle Gandee, Truck Service Tech 3-Fort Worth; Justin Bramlet, Truck Field Service
Tech 3-Longview; Paul Boubel, Diagnostic Tech-Austin; Stephen Semonis, Technical Communicator Sr.-
Corpus Christi; Robert Wingate, Field Service Tech 6-Longview. Not pictured: Robert King, Technical Trainer
1 and Tech Wars Planner-San Antonio; Dean Hughes, Technical Trainer 2-San Antonio; Carl Rains, Technical
Communicator-San Antonio; and Bruce McIntyre, Technical Trainer 1-Irving.
3
CONVERSATIONS Features Issue II 2019
onversationsJULY/AUGUST2016
Ken Powell’s 50 Years at
NEWS FOR HOLT EMPLOYEES AND THEIR FAMILIES
HOLTHappens When 1,259 People Speak? We Listen!
Results of the 2016 VBL Employee Engagement Survey
Executive Vice President/Chief your co-workers to
In 1969, Ken Powell was one of the firstsurveyletsusknowwhatisworking,what results, celebrate
ng Administrative Officer, added, "This review your store's "I'm glad that we
are coming
successes, and together as a
discuss solutions for company related
areas of to the importance
opportunity. of safety – but we
ming organizations are not there yet."
loyee engagement
B.D. Holt Company management trainees.ereason:"Noneof
l of us."
He began working part time as an assistant torcompanyhasused
isn't, and what needs to be changed. It is
important for us to listen to the voice of
everyone on our team."
A major topic of feedback was
communication. Employees reported
ather the voice of receiving more leadership messaging What is the Action Plan?
have over three years about cost control than our Values Based We have more activities than space to
the product support manager while a studentntValuesBased
Leadership culture. Mixed with less list. Here are brief reviews of several key
frequent communication, employees action steps:
expressed difficulty reconciling some
decisions with our values.
"Regrettably, we didn't do a good job of
communicating how we used the
information from last year's survey,"
"I have worked for
Caterpillar and other
at Texas A&I University in Kingsville.Catdealersandcan
say HOLT handles
diversity better than
Ken has worked as product support salesanyofmyprevious
shared J.K. Baxter, Senior Vice President 1. As marked by improving trends,
Machine Sales. "We have recommitted safety is an important focus for all of us.
as a team to communicate the value of We are excited that Jeff Stewart has
joined us as the new Director of Safety
and Environmental Culture. He, and
our growing safety team, will continue
to focus on key improvement areas,
including ensuring employees have
employers."
rep in Victoria; in sales for Holt Hulings,donthemost
We believe this is vital
ent with our Vision,
Holt’s materials handling company; as.
employee feedback and keep everyone proper tooling/safe processes, enhancing
up to date on the changes influenced by our culture of peer-to-peer safety
your suggestions." coaching, and recognizing groups that
"I really can't say consistently demonstrate safe behaviors.
the decisions I am They will also address specific safety
concerned with concerns voiced in the survey, such as
aren't in alignment reducing security risks at the Irving store.
with our values 2. EOC sponsors are committed to
meeting twice annually with their
very comment fromYour Local– I'm certain
ter J. Holt, ExecutiveManagement Teamsomebody thinks
(LMT) and
buyer and purchasing agent for EnergyralManager."SomeEnterprise
Operations Council
opinions don't(EOC) sponsor will
ooks at the results.
Industries, a Holt company manufacturingeverymuchwhat
gas compressors; and later as product supportrinnaHoltRichter, partnerwithyouand theyalign."
(continued back page)
P2 Safety P3 Get to Know Corinna and Peter J. P4 Most Interesting Person | Go Green | Throwback
P5 Tale of Two | Three Things to Know P6-10 Local News P10 HOLT Babies P11 Enterprise News
sales manager, and used parts and equipmentP12 Customer Experience P13-15 Service Awards
manager. Holt Hulings eventually moved
into engines and generators, and became a
division of B.D. Holt Co. Ken sold engines
and generators in the oilfield and for standby
power for 8 years until the early 1980s when
the oil market busted. He moved into selling Celebrating 50 years: Erin Fogarty, J.K. Baxter, Ken Powell, Ken’s wife Nancy, and Corinna Holt Richter.
machines in 1985. job, and I’ve been successful at it and communicate, listen, and know how to learn,
enjoyed everyone I work with,” said Ken. and who to ask questions of,” he concluded.
Why HOLT? “I went to work here with no
intention of moving anyplace else. I’ve been “I’m living proof that you don’t need to know Thank you, Ken, for your 50 years of service.
very lucky that I’ve always had an interesting a lot to succeed. You need to know how to
Throwback: Original B.D. Holt Co. Store, Corpus Christi, 1961
In 1933, Bill Holt, son of Caterpillar innovator and founder Ben Holt, began operations as the Cat dealership for the 60 southern counties of Texas. In the 1950s,
Bill brought two of his nephews into the dealership – B.D. Holt and Holt Atherton. In 1961, B.D. purchased Bill Holt’s assets in the 20 southern counties of the
William K. Holt territory and established B.D. Holt Co. as a Caterpillar dealer with headquarters in Corpus Christi, pictured above. Holt Atherton later purchased
Bill’s assets in the northern 40 counties of Bill’s territory and established Holt Machinery Co. in San Antonio. The two companies merged in 1987.
4
Issue II 2019 Features CONVERSATIONS
Go Green Without Jami Upshaw Tale of Twsonoitasrevno6102TSUGUA/YLUJ
Plastic Straws Parts Counter Sales SEILIMAF RIEHT DNA SEEYOLPME TLOH ROF SWEN
Why are plastic straws suddenly such a Fort Worth !netsiL eW ?kaepS elpoeP 952,1 nehW sneppaH
menace to our environment? They are 11 Years of Service
recyclable, right? yevruS tnemegagnE eeyolpmE LBV 6102 eht fo stluseR
Dan Norris Here we have a tale of two; not so different from me or
Of the 30 million tons of plastic waste Director of Training, ot srekrow-oc ruoy feihC/tnediserP eciV evitucexE
generated in the US in 2009, only 7 HOLT Development ew taht dalg m'I"s'erots ruoy weiver
percent was recovered for recycling. gnimoc eraetarbelec ,stluser
Looking closely at straws, they are too Services, Inc. dna ,sesseccus
small to recycle with normal household 20 Years of Service you. Look below and search for clues. Can you tell whoseasarehtegot
recycling. And, the problem with straws detaler ynapmocrof snoitulos ssucsid
is the same for any single use plastics: ecnatropmi eht otfo saera
there’s a lot out there. What can we do? ew tub – ytefas fo
.ytinutroppo
Try to stop using plastic straws, even tale is whose? Answers on page 7.".teyerehttonera
in restaurants. Go without. Purchase a sihT" ,dedda ,reciffO evitartsinimdA gni
reusable straw. Have you seen paper tahw ,gnikrow si tahw wonk su stel yevrus snoitazinagro gnimr
straws at the store? si tI .degnahc eb ot sdeen tahw dna ,t'nsi tnemegagne eeyolp
fo eciov eht ot netsil ot su rof tnatropmi fo enoN" :nosaer el
We are sure you can think of some
ways to cut down on single-use plastic, ".maet ruo no enoyreve ".su fo lla
or even share things that you’ve done saw kcabdeef fo cipot rojam A
to reduce waste. Send them to us at detroper seeyolpmE .noitacinummoc desu sah ynapmoc ru
[email protected]. ?nalP noitcA eht si tahW gnigassem pihsredael erom gniviecer fo eciov eht rehtag
1) What was your first car? ot ecaps naht seitivitca erom evah eW desaB seulaV ruo naht lortnoc tsoc tuoba sraey eerht revo evah
Wellness Tip yek lareves fo sweiver feirb era ereH .tsil
ssel htiw dexiM .erutluc pihsredaeL desaB seulaV tne
Wake up and drink water. In Japan, seeyolpme ,noitacinummoc tneuqerf
people drink two glasses of water first a) Red Mazda Truck :spets noitca emos gnilicnocer ytluciffid desserpxe rof dekrow evah I"
thing in the morning. Interestingly, ,sdnert gnivorpmi yb dekram sA .1 rehto dna rallipretaC
Japan has the greatest overall longevity .su fo lla rof sucof tnatropmi na si ytefas .seulav ruo htiw snoisiced nac dna srelaed taC
as the only country with over 50,000 seldnah TLOH yas
centenarians. We can learn more from the b) Rusty avocado green ‘73 Chevy pick up trucksah trawetS ffeJ taht deticxe era eW fo boj doog a od t'ndid ew ,ylbattergeR" naht retteb ytisrevid
Japanese to improve our health. ytefaS fo rotceriD wen eht sa su denioj eht desu ew woh gnitacinummoc
",yevrus s'raey tsal morf noitamrofni suoiverp ym fo yna
Drinking water in the morning: dna ,eH .erutluC latnemnorivnE dna
• Rehydrates your body; eunitnoc lliw ,maet ytefas gniworg ruo tnediserP eciV roineS ,retxaB .K.J derahs
• Flushes out toxins; ".sreyolpme
• Improves metabolism;
• Increases brain power; and 2) What are you currently reading?,saeratnemevorpmiyeknosucofot dettimmocer evah eW" .selaS enihcaM tsom eht no des
• Boosts the immune system. evah seeyolpme gnirusne gnidulcni fo eulav eht etacinummoc ot maet a sa lativ si siht eveileb eW
gnicnahne ,sessecorp efas/gniloot reporp enoyreve peek dna kcabdeef eeyolpme ,noisiV ruo htiw tne
yb decneulfni segnahc eht no etad ot pu .n
ytefas reep-ot-reep fo erutluc ruo
taht spuorg gnizingocer dna ,gnihcaoc morf tnemmoc yreve
evitucexE ,tloH .J rete
a) “To Shake the Sleeping Self: A Journey from Oregon.sroivahebefasetartsnomedyltnetsisnoc emoS" .reganaM lare
ytefas cificeps sserdda osla lliw yehT
sa hcus ,yevrus eht ni deciov snrecnoc t'nod snoinipo ri
to Patagonia” by Jedidiah Jenkin.erotsgnivrIehttasksirytirucesgnicuder
".snoitseggus ruoy
yas t'nac yllaer I"
lacoL ruoY
ma I snoisiced eht
htiw denrecnoc maeT tnemeganaM
dna )TML(
tnemngila ni t'nera
seulav ruo htiw esirpretnE
b) “The Complete History of Zombie Cinema” by JamieotdettimmocerasrosnopsCOE .2 .stluser eht ta skool
rieht htiw yllaunna eciwt gniteem tahw hcum yrev er
niatrec m'I – licnuoC snoitarepO
skniht ydobemos lliw rosnops )COE(
".ngila yeht dna uoy htiw rentrap ,rethciR tloH anniro
)egap kcab deunitnoc(
Russell kcabworhT | neerG oG | nosreP gnitseretnI tsoM 4P .J reteP dna anniroC wonK ot teG 3P ytefaS 2P
sweN esirpretnE 11P seibaB TLOH 01P sweN lacoL 01-6P wonK ot sgnihT eerhT | owT fo elaT 5P
sdrawA ecivreS 51-31P ecneirepxE remotsuC 21P
3) What’s your favorite current or all-time song?
a) “Punk Rock Girl” by The Dead Milkmen
b) “Maggie May” by Rod Stewart
4) What is the best vacation you’ve been on?
a) Mackinac Island, Michigan
b) Green Bay, WI: Cowboys vs Packers at Lambeau field
5) Tell us a fun fact about yourself.
a) I have 3 dogs, and they are my children!
b) I was the lead singer of a punk rock band in the late
80’s and hung out with Green Day, Henry Rollins, Ice-T,
and many other artists
6) If you could turn any activity into an Olympic sport,
what would you win the gold medal for?
a) Sarcasm!
b) Binge watching Netflix/Hulu
“The As B.D. Holt often said...
best is yet to come.”
BeCCtCohoaoennrgdfwiyrirnaohsatuituctoplfhairenat-iitrSdnosaadnotpnshWnpitAesotIoNnapDtreoshaamnnrtvaiooaiIsCd,icAlehfoWtoMhanirnelivllwHeeltpehnirOnatsigstnLgaeeTiietn,s:iogsCdnnuuuEtsehfmP@feloebThfIebseoCrsaclotuahgcnenn!avditIce.cacprosola/amPnrattaieogrsrntsats!p?h in
5
CONVERSATIONS Local News Issue II 2019
JULY/AUGUST 2016 Austin Adopts Families in Need
onveArsuasttiionnsNEWS FOR HOLT EMPLOYEES AND THEIR FAMILIES The Open Door Central, a United Way for
Greater Austin partner, asked Austin store
Happens When 1,259 People Speak? We Listen! employees to adopt three families in need
for Christmas. Open Door Central provides
Great Bowls of FireResults of the 2016 VBL Employee Engagement Survey education services to young children of
diverse needs, economic levels, and family
Executive Vice President/Chief your co-workers to "I'm glad that we backgrounds.
Administrative Officer, added, "This review your store's are coming Pictured left to right: Peggy Pagan, Parts
survey lets us know what is working, what results, celebrate together as a Warehouse Clerk 2; Alfredo Gomez-
isn't, and what needs to be changed. It is successes, and Sanchez, Shop Service Technician 2; Kari
important for us to listen to the voice of discuss solutions for company related Bryan, Sales Coordinator; Elizabeth Chapa,
everyone on our team." areas of to the importance Rental Coordinator 1; Quintin Deller, Shop
A major topic of feedback was opportunity. of safety – but we Service Technician 1; and Chase Pape, Shop
ng are not there yet." Service Technician 2. Contributed by Rosemary
Calvillo
In December, the Austin store held theirmingorganizations
Waco
loyee engagement
annual chili cookoff, “Great Bowls of Fire.”ereason:"Noneof
l of us."
This year’s braggin’ rights went to (picturedatherthevoiceof
r company has used communication. Employees reported What is the Action Plan?
receiving more leadership messaging
about cost control than our Values Based
Leadership culture. Mixed with less
frequent communication, employees
have over three years
left to right): Quintin Deller, Shop ServicentValuesBased
expressed difficulty reconciling some We have more activities than space to
decisions with our values. list. Here are brief reviews of several key
"Regrettably, we didn't do a good job of action steps:
"I have worked for
Caterpillar and other
Technician, first place; Peggy Pagan, PartsCatdealersandcan
say HOLT handles
communicating how we used the 1. As marked by improving trends,
information from last year's survey," safety is an important focus for all of us.
We are excited that Jeff Stewart has
joined us as the new Director of Safety
and Environmental Culture. He, and
diversity better than
Warehouse Clerk, second place; and Brockanyofmyprevious
employers." shared J.K. Baxter, Senior Vice President our growing safety team, will continue
Machine Sales. "We have recommitted to focus on key improvement areas,
as a team to communicate the value of including ensuring employees have
employee feedback and keep everyone proper tooling/safe processes, enhancing
d on the most
Kovar, Field Service Supervisor, third place.Webelievethisisvital
ent with our Vision,
.
Congratulations! Contributed by Rosemaryverycommentfrom
ter J. Holt, Executive
Calvilloral Manager. "Some
opinions don't
up to date on the changes influenced by our culture of peer-to-peer safety
your suggestions." coaching, and recognizing groups that
"I really can't say consistently demonstrate safe behaviors.
Your Local They will also address specific safety
the decisions I am concerns voiced in the survey, such as
reducing security risks at the Irving store.
Management Team concerned with
(LMT) and
aren't in alignment
Enterprise with our values
ooks at the results. Operations Council – I'm certain 2. EOC sponsors are committed to
e very much what (EOC) sponsor will somebody thinks meeting twice annually with their
rinna Holt Richter, partner with you and they align."
(continued back page)
P2 Safety P3 Get to Know Corinna and Peter J. P4 Most Interesting Person | Go Green | Throwback
P5 Tale of Two | Three Things to Know P6-10 Local News P10 HOLT Babies P11 Enterprise News
P12 Customer Experience P13-15 Service Awards
Little Elm
April Fool!
LEFT: Little Elm is like a family in many
ways, and there are even pranks now and
then. Richard Frederick, Service Manager
2, pictured left, was the victim on April
Fool’s Day, finding nearly 2,000 balloons in
his office. Contributed by Trish Jones
Selling at TOWA
RIGHT: Brian Taylor, Sales Representative-
Waco, pictured right, shows off a machine
at the Texas Onsite Wastewater Expo at
the Waco Convention Center in Waco.
Contributed by Sabine Fritz
6
Issue II 2019 Local News CONVERSATIONS
snoitasrevno6102TSUGUA/YLUJ
S a n A n t o n i oSEILIMAF RIEHT DNA SEEYOLPME TLOH ROF SWEN
!netsiL eW ?kaepS elpoeP 952,1 nehW sneppaH
yevruS tnemegagnE eeyolpmE LBV 6102 eht fo stluseR
Paintball Day Out otsrekrow-ocruoy
ew taht dalg m'I" s'erots ruoy weiver feihC/tnediserP eciV evitucexE
sihT" ,dedda ,reciffO evitartsinimdA
gnimoc era etarbelec ,stluser tahw ,gnikrow si tahw wonk su stel yevrus gni
a sa rehtegotdna ,sesseccussnoitazinagro gnimr
detaler ynapmocrof snoitulos ssucsidtnemegagne eeyolp
fo enoN" :nosaer el
At left, the team from the engine rebuildecnatropmiehtotfo saera
.ytinutroppo ".su fo lla
ew tub – ytefas fo desu sah ynapmoc ru
shop, Power Systems Division, enjoys a day".teyerehttonera
si tI .degnahc eb ot sdeen tahw dna ,t'nsi
fo eciov eht ot netsil ot su rof tnatropmi
".maet ruo no enoyreve
saw kcabdeef fo cipot rojam A
detroper seeyolpmE .noitacinummoc
out playing paintball. Contributed by Jacob?nalPnoitcAehtsitahW
ot ecaps naht seitivitca erom evah eW
yek lareves fo sweiver feirb era ereH .tsil
gnigassem pihsredael erom gniviecer fo eciov eht rehtag
desaB seulaV ruo naht lortnoc tsoc tuoba sraey eerht revo evah
ssel htiw dexiM .erutluc pihsredaeL desaB seulaV tne
seeyolpme ,noitacinummoc tneuqerf
Long :spets noitca emos gnilicnocer ytluciffid desserpxe rof dekrow evah I"
,sdnert gnivorpmi yb dekram sA .1 rehto dna rallipretaC
.su fo lla rof sucof tnatropmi na si ytefas .seulav ruo htiw snoisiced nac dna srelaed taC
seldnah TLOH yas
sah trawetS ffeJ taht deticxe era eW fo boj doog a od t'ndid ew ,ylbattergeR" naht retteb ytisrevid
ytefaS fo rotceriD wen eht sa su denioj eht desu ew woh gnitacinummoc
",yevrus s'raey tsal morf noitamrofni suoiverp ym fo yna
dna ,eH .erutluC latnemnorivnE dna
eunitnoc lliw ,maet ytefas gniworg ruo tnediserP eciV roineS ,retxaB .K.J derahs
".sreyolpme
,saera tnemevorpmi yek no sucof ot dettimmocer evah eW" .selaS enihcaM tsom eht no des
evah seeyolpme gnirusne gnidulcni fo eulav eht etacinummoc ot maet a sa lativ si siht eveileb eW
gnicnahne ,sessecorp efas/gniloot reporp enoyreve peek dna kcabdeef eeyolpme ,noisiV ruo htiw tne
yb decneulfni segnahc eht no etad ot pu .n
ytefas reep-ot-reep fo erutluc ruo ".snoitseggus ruoy morf tnemmoc yreve
taht spuorg gnizingocer dna ,gnihcaoc lacoL ruoY evitucexE ,tloH .J rete
.sroivaheb efas etartsnomed yltnetsisnoc yas t'nac yllaer I" emoS" .reganaM lare
ma I snoisiced eht maeT tnemeganaM
ytefas cificeps sserdda osla lliw yehT htiw denrecnoc dna )TML( t'nod snoinipo ri
sa hcus ,yevrus eht ni deciov snrecnoc tnemngila ni t'nera esirpretnE
.erots gnivrI eht ta sksir ytiruces gnicuder seulav ruo htiw
ot dettimmoc era srosnops COE .2 niatrec m'I – licnuoC snoitarepO .stluser eht ta skool
rieht htiw yllaunna eciwt gniteem skniht ydobemos lliw rosnops )COE( tahw hcum yrev er
".ngila yeht dna uoy htiw rentrap ,rethciR tloH anniro
)egap kcab deunitnoc(
Victoria kcabworhT | neerG oG | nosreP gnitseretnI tsoM 4P .J reteP dna anniroC wonK ot teG 3P ytefaS 2P
sweN esirpretnE 11P seibaB TLOH 01P sweN lacoL 01-6P wonK ot sgnihT eerhT | owT fo elaT 5P
Team Rebuilds Playground sdrawA ecivreS 51-31P ecneirepxE remotsuC 21P
In January, HOLT and Texas First Rentals
volunteers rebuilt a playground for Perpetual
Help Homes, which offers transitional shelter
for women and children in need.
Audy Snodgrass, Parts Manager 3, kept in
touch with the shelter after connecting with
them for United Way and sought to help
in other ways. The shelter previously had
a playset, but it was destroyed in 2017 by
Hurricane Harvey. In addition to Audy, Ashley
Carter, Outside Sales Rep; Dottie Harwell,
Service Coordinator; Javier Lopez, Shop
Supervisor 3; and RL Montgomery, Inventory
Control Technican, also put their construction
skills to work. Contributed by Audy Snodgrass
New Interns in Waco
In December HOLT offered jobs to two Connally
ISD interns. HOLT partnered with the school district
to offer internships to interested students, who rotate
between service and parts to learn all aspects of
our work. The interns began in January. Pictured
right, standing, for HOLT: Michael Haddix, Shop
Supervisor 4; Tony Spalding, Director of Internship
& Apprentice Programs; Kyle Dirba, Recruiter; Don
Hardwick, Regional Service Manager; Brandon
Guerra, Parts Manager 5; Carolyn Wright, Service
Coordinator 2; and Jeromy Ficke, Parts Warehouse
Supervisor 1. Seated are new interns Abel Renteria
and Brian Williams. Contributed by Don Hardwick
Answers to Tale of Two on Page 5: 1. (a) Red Mazda Truck (Jami) (b) Rusty ‘73 Chevy pick up (Dan); 2. (a) “To Shake the Sleeping Self” (Jami) (b) “The
Complete History of Zombie Cinema” (Dan) 3. (a) “Punk Rock Girl” (Dan) (b) “Maggie May” (Jami); 4. (a) Mackinac Island, Michigan (Dan) (b) Green Bay,
WI (Jami) 5. (a) I have 3 dogs (Jami) (b) I was the lead singer of a punk rock band (Dan) 6. (a) Sarcasm (Dan) (b) Binge watching Netflix (Jami)
7
CONVERSATIONS Local News Issue II 2019
onversationsJULY/AUGUST2016
S a n A n t o n i oNEWS FOR HOLT EMPLOYEES AND THEIR FAMILIES
Happens When 1,259 People Speak? We Listen!
Results of the 2016 VBL Employee Engagement Survey
USO Honors HOLTExecutiveVicePresident/Chief
your co-workers to
Administrative Officer, added, "This review your store's "I'm glad that we
ng survey lets us know what is working, what results, celebrate are coming
successes, and together as a
discuss solutions for company related
areas of to the importance
opportunity. of safety – but we
ming organizations are not there yet."
loyee engagement
In January, Beki Hutchison, Senior Viceereason:"Noneof
l of us."
President-Human Resources; Yori Escalante,rcompanyhasused
isn't, and what needs to be changed. It is
important for us to listen to the voice of
everyone on our team."
A major topic of feedback was
communication. Employees reported
ather the voice of receiving more leadership messaging What is the Action Plan?
Commercial Fleet Director; and DavidntValuesBased
have over three years about cost control than our Values Based We have more activities than space to
Leadership culture. Mixed with less list. Here are brief reviews of several key
frequent communication, employees
expressed difficulty reconciling some action steps:
decisions with our values. 1. As marked by improving trends,
"Regrettably, we didn't do a good job of safety is an important focus for all of us.
communicating how we used the We are excited that Jeff Stewart has
information from last year's survey," joined us as the new Director of Safety
and Environmental Culture. He, and
"I have worked for
Burgess, Retail Account Manager, attendedCaterpillarandother
Cat dealers and can
say HOLT handles
diversity better than
the annual USO Partners Celebration, whereanyofmyprevious
shared J.K. Baxter, Senior Vice President our growing safety team, will continue
Machine Sales. "We have recommitted to focus on key improvement areas,
as a team to communicate the value of including ensuring employees have
employers."
HOLT CAT was honored for its partnershipdonthemost
We believe this is vital
ent with our Vision,
with the USO Pathfinder Program. The.
employee feedback and keep everyone proper tooling/safe processes, enhancing
up to date on the changes influenced by our culture of peer-to-peer safety
your suggestions." coaching, and recognizing groups that
"I really can't say consistently demonstrate safe behaviors.
the decisions I am They will also address specific safety
concerned with concerns voiced in the survey, such as
aren't in alignment reducing security risks at the Irving store.
with our values 2. EOC sponsors are committed to
very comment fromYour Local
Management Team – I'm certain
Pathfinder Program assists veterans and theirterJ.Holt,Executive(LMT) and
Enterprise
ral Manager. "SomeOperations Council
opinions don't
spouses as they make the transition fromooksattheresults.
e very much what (EOC) sponsor will somebody thinks meeting twice annually with their
active duty. HOLT CAT became a partnerrinnaHoltRichter, partnerwithyouand theyalign."
(continued back page)
P2 Safety P3 Get to Know Corinna and Peter J. P4 Most Interesting Person | Go Green | Throwback
P5 Tale of Two | Three Things to Know P6-10 Local News P10 HOLT Babies P11 Enterprise News
during 2018, and hosted a Pathfinder eventP12 Customer Experience P13-15 Service Awards
at the San Antonio Campus in May 2018.
Contributed by Yori Escalante
Pictured left to right are David Burgess; George Darby, JLL; Heather Krauss, USO San Antonio; Wendy
Fish, Director, USO San Antonio; Beki Hutchinson; Yori Escalante; Brig Gen Laura Lenderman USAF,
Commanding General, Joint Base San Antonio; and Charles Bunch, Site Manager, USO Pathfinder
Program
Jefferson
Rental Power At Rodeo Cookoff Custom 972 Delivery
Cooking up a storm at the San Antonio Jeff Cunningham, Sales
Rodeo cookoff are Seth Barclay, Branch Representative-Longview,
Manager; Christi Curran, District Sales shared pictures of a new
Manager; Adan Flores, Outside Sales Rep; machine delivery to Norbord
Jason Rowlett, Outside Sales Rep; and Tyler in Jefferson, TX. Norbord
Mann, Outside Sales Rep. Contributed by manufactures engineered
Christi Curran wood products and is a
Caterpillar corporate account
with locations across the US.
Jeff began working with the Robert Bell with one of Norbord’s mechanics.
customer in November 2017
to replace their 20+ thousand hour 930K that was purchased in 2013. After 13 months of
collaboration HOLT delivered this machine to a happy customer. It has custom
specfications from Cat, specially rigged with fire suppression and Blaxtair Object
detection to meet the customer’s needs in their plant operation.
Along with Jeff for the delivery was Taylor Stephens, Sales Coordinator-
Longview, Robert Bell, Technical Services Technician 4-Longview, and Tom
Flatt, Product Support Sales Representative-Texarkana.
Jeff said, “It takes teamwork to make these kinds of deals happen, and as you can
tell from our all hands on deck for the machine delivery there was no shortage of
team work here.”
Lee Wallace, Product Support Sales Manager-Longview, added, “Thanks, Jeff, for
the great example of our values in action!” Contributed by Jeff Cunningham
8
Issue II 2019 Local News CONVERSATIONS
Nondestructive Testing Expands at HOLT snoitasrevno6102TSUGUA/YLUJ
Manager-San Antonio, sees improvements as
well. “Since using NDT, exchange has seenSEILIMAF RIEHT DNA SEEYOLPME TLOH ROF SWEN
Nondestructive testing (NDT) is the process VISUAL INSPECTIONS performed by a a reduction in failures!n,eytwesvirLuhSeiWtnce?hmkeagreaepgnSdEeeulepycooleepPms9E5LdB2V,o16wn10e2hnWehtsfnoesptlupsaeHR
of inspecting, testing, or evaluating materials, qualified inspector check for visual defects
components, or assemblies for discontinuities that can occur during operation. This extends time for the customer,” he said.otsrekrow-ocruoy feihC/tnediserP eciV evitucexE
or differences in characteristics without from cracks in the welds to defects in the ew taht dalg m'I" s'erots ruoy weiver sihT" ,dedda ,reciffO evitartsinimdA
destroying the serviceability of the part or material structure. gnimoc era etarbelec ,stluser tahw ,gnikrow si tahw wonk su stel yevrus gni
system. In other words, when the inspection
or test is completed the part can still be used. INFRARED INSPECTION is commonly a sa rehtegotdna ,sesseccussnoitazinagro gnimr
used for detecting thermal anomalies detaler ynapmocrof snoitulos ssucsidtnemegagne eeyolp
HOLT’s nondestructive tests are used on caused by the degradation of electrical and fo enoN" :nosaer el
inspections to ensure product integrity and mechanical equipment, which manifest by Steven McFarland, Exchange/Remanecnatropmiehtot fo saera
reliability, to find internal flaws, metal fatigue overheating or abnormally low temperature, ew tub – ytefas fo.ytinutroppo ".su fo lla
and wear, leaks, faulty or leaky parts, and and can be used while the equipment is desu sah ynapmoc ru
defects, and tests strength, all while the running or energized. Parts Analyst-Waco, agrees. “One of our".teyerehttonera
machine is still in service. NDT inspections si tI .degnahc eb ot sdeen tahw dna ,t'nsi
are used to ensure that the products in use DYE PENETRANT (PT) is a widely applied fo eciov eht ot netsil ot su rof tnatropmi
continue to have the integrity necessary to and low-cost inspection method used to
ensure their usefulness and safe operation. locate surface-breaking defects in all non- ".maet ruo no enoyreve
porous, non-ferrous and ferrous materials. PT saw kcabdeef fo cipot rojam A
Andrew Saltsman, Lead NDT Quality is used to detect casting, forging, and welding detroper seeyolpmE .noitacinummoc
Specialist-Irving, leads the NDT program surface defects such as hairline cracks, company’s largest customers visited the Waco?nalPnoitcAehtsitahW
for HOLT. “NDT helps diagnose challenging surface porosity, leaks in new products, and ot ecaps naht seitivitca erom evah eW
service issues that we couldn’t otherwise fatigue cracks in service components. yek lareves fo sweiver feirb era ereH .tsil
detect,” he explains. NDT is becoming a gnigassem pihsredael erom gniviecer fo eciov eht rehtag
useful tool for technicians in the shop and in MAGNETIC PARTICLE TESTING is desaB seulaV ruo naht lortnoc tsoc tuoba sraey eerht revo evah
the field. “We’ve had cases where NDT has accomplished by inducing a magnetic field
helped find an issue under warranty that can in a ferromagnetic material and then dusting ssel htiw dexiM .erutluc pihsredaeL desaB seulaV tne
be easily fixed before a total breakdown or the surface with iron particles. The surface seeyolpme ,noitacinummoc tneuqerf
major repair,” he added, and this saves the produces magnetic poles and distorts the emos gnilicnocer ytluciffid desserpxe
customer time and money. magnetic field in such a way that patterns in
the iron particles make defects visible. .seulav ruo htiw snoisiced
There are seven types of testing: fo boj doog a od t'ndid ew ,ylbattergeR"
HOLT began offering NDT in 2012. Andrew
ULTRASONIC TESTING detects internal worked on his own until training others and eht desu ew woh gnitacinummoc
flaws and is used to characterize materials, expanding the program in 2015. Today, it :spets noitca rof dekrow evah I"
often in steel and other metals and alloys. is used in the shop and in the field in three rehto dna rallipretaC
Ultrasonic thickness measurement is used to locations: Irving, Longview PSD, and San store and told me that he can see a difference,sdnertgnivorpmiybdekramsA .1 nac dna srelaed taC
monitor bucket and blade wear. Antonio. New capability is being added in .su fo lla rof sucof tnatropmi na si ytefas seldnah TLOH yas
Waco, Georgetown, and the main Longview sah trawetS ffeJ taht deticxe era eW naht retteb ytisrevid
ULTRASOUND/ACOUSTICS is used store.
for leak detection, mechanical analysis, in the quality of our parts since this programytefaSforotceriDwenehtsasudenioj
and electrical inspection. This test detects HOLT uses NDT largely for the inspection of dna ,eH .erutluC latnemnorivnE dna ",yevrus s'raey tsal morf noitamrofni suoiverp ym fo yna
electrical discharges such as corona, tracking exchange parts. Rebuilt by HOLT, exchange tnediserP eciV roineS ,retxaB .K.J derahs
and arcing, identifies faulty valves and steam parts eliminate the need to wait for repair or started,” he noted. eunitnoc lliw ,maet ytefas gniworg ruo dettimmocer evah eW" .selaS enihcaM ".sreyolpme
traps, tracks trends in mechanical operations, replacement. Making sure exchange parts are ,saera tnemevorpmi yek no sucof ot fo eulav eht etacinummoc ot maet a sa tsom eht no des
including bearings, and helps prevent under- tested and ready for installation with same- evah seeyolpme gnirusne gnidulcni
and over-lubrication conditions in bearings. as-new performance is the work of the teams gnicnahne ,sessecorp efas/gniloot reporp enoyreve peek dna kcabdeef eeyolpme lativ si siht eveileb eW
under Brandon Acosta, Vice President- ytefas reep-ot-reep fo erutluc ruo yb decneulfni segnahc eht no etad ot pu ,noisiV ruo htiw tne
PORTABLE HARDNESS/TENSILE Enterprise Operations Support. “Using NDT taht spuorg gnizingocer dna ,gnihcaoc ".snoitseggus ruoy .n
STRENGTH TESTING measures the to check our exchange components has saved yas t'nac yllaer I"
maximum amount of tensile stress that a us 50 percent in warranty expense alone,” .sroivaheb efas etartsnomed yltnetsisnoc ma I snoisiced eht lacoL ruoY morf tnemmoc yreve
material can take before failure. Bolts, rods, said Brandon. ytefas cificeps sserdda osla lliw yehT htiw denrecnoc maeT tnemeganaM evitucexE ,tloH .J rete
and other components can be tested before re- tnemngila ni t'nera emoS" .reganaM lare
installing them in the field or shop. Mark Lindsey, Remanufactured/Used Parts sa hcus ,yevrus eht ni deciov snrecnoc seulav ruo htiw dna )TML(
.erots gnivrI eht ta sksir ytiruces gnicuder esirpretnE t'nod snoinipo ri
ot dettimmoc era srosnops COE .2 niatrec m'I – licnuoC snoitarepO .stluser eht ta skool
rieht htiw yllaunna eciwt gniteem skniht ydobemos lliw rosnops )COE( tahw hcum yrev er
".ngila yeht dna uoy htiw rentrap ,rethciR tloH anniro
)egap kcab deunitnoc(
kcabworhT | neerG oG | nosreP gnitseretnI tsoM 4P .J reteP dna anniroC wonK ot teG 3P ytefaS 2P
sweN esirpretnE 11P seibaB TLOH 01P sweN lacoL 01-6P wonK ot sgnihT eerhT | owT fo elaT 5P
sdrawA ecivreS 51-31P ecneirepxE remotsuC 21P
CSLA participants toured HOLT CAT during their
one-day program on site.
Three Named To CSLA
Since 1986, the South San Antonio Chamber
of Commerce operates the City South
Leadership Academy (CSLA) to identify,
develop and motivate potential leaders in
the community to address the needs of the
Southside of San Antonio. The CSLA is a
nine-month program that studies economic
and community development, volunteerism,
partnerships, internal/external relations, and
more. Diverse participants are exposed to an
array of venues, knowledgeable speakers and
educational tours of a wide range of locations
during the program. As in past years, one day
of the program was held at HOLT CAT.
Named to the program in 2019 are
Karissa Freeman, Financial Marketing
Representative 1; Jeff Bird, Continuous
Improvement Project Manager; and
Alexandrea Trujillo, Product Support
Program Analyst. Contributed by Priscilla
Fuentes
9
CONVERSATIONS High 5 Heroes Issue II 2019
onversationsJULY/AUGUST2016 best see fit. Yesterday’s experience provided 3-Corpus Christi, thanked Roberts for his
Weldon Carter, Field Service Tech 5-Fort further proof that I made the right decision by work. “Dave, thanks for all you do every day,
NEWS Worth, got a huge shoutFOR HOLT EMPLOYEES AND THEIR FAMILIES out from customer choosing Caterpillar over other brands.” juggling jobs and a never-ending list of down
Happens When 1,259 People Speak? We Listen! units, I know I don’t help when I come in
Chemicals in Thank you, Jeff, for your demonstration and change priorities for you, but you always
Jeff Graves with HelenaResults of the 2016 VBL Employee Engagement Survey of HOLT’s mission and values, and for manage to make it happen.”
providing a great experience for our High 5, Dave and Patrick, for your
Sulphur Springs. Jeff was calling to chatExecutiveVicePresident/Chief customers. commitment to doing a great job and
your co-workers to demonstrating a mutual desire to succeed.
Administrative Officer, added, "This review your store's "I'm glad that we Henry Schulz, Field Welder 3-Irving, wrote George Cooper, Product Sales Support
ng are coming about great teamwork from Jose Sanchez, Representative-Corpus Christi, passed on
about his son selling a goat at the Sanmingorganizations results, celebrate together as a Shop Service Technician 3-Irving West. more praise from Bill Kohler of customer
successes, and company related Henry writes, “I want to reach out to you and Bechtel to the Corpus Christi service team.
loyee engagement discuss solutions for to the importance let you know about the experience I had at George wrote, “Bill stated that he was very
e reason: "None of areas of of safety – but we your shop with one of your technicians, Jose impressed with our Corpus Christi field
opportunity. are not there yet." Sanchez. I was sent over to Irving West to service technicians. He said that he has over
Antonio Rodeo, when he proceeded to saylofus." remove and install a trunnion bearing. I was thirty years in the heavy equipment industry
survey lets us know what is working, what paired with Jose to show me what needed and the Corpus Christi heavy equipment field
isn't, and what needs to be changed. It is doing. Jose went out of his way to make technicians are the best he had ever worked
important for us to listen to the voice of sure I had everything I needed from helping with.”
everyone on our team." me grab welding screens, making sure I had Way to go, Corpus Christi, for being
A major topic of feedback was earplugs, bringing the blade arm up to the recognized for your excellence.
communication. Employees reported shop for me, and that the area outside the bay
receiving more leadership messaging was safe to do some air arcing. I asked Jose In late December 2018, Lorne Montague,
about cost control than our Values Based if he could be a fire watch for me outside for a Canadian long-haul truck driver from
r company has used the one air arc task I had. We got together Alberta, was delivering a 3516 engine to
ather the voice of on our JSA and I performed my task outside. HOLT San Antonio, and called for shipping-
I finished my job and let Jose know it was receiving operation hours. At the time of his
that Weldon is the “BEST tech that HOLThaveoverthreeyears done and if there was anything else I could phone call, Lorne said he would arrive on
Leadership culture. Mixed with less What is the Action Plan? help him with. Jose was happy with what was Saturday, December 22 to drop off the engine
frequent communication, employees We have more activities than space to done and communicated his appreciation. and then travel on to La Porte to drop off the
expressed difficulty reconciling some remainder of his load. From there he would
decisions with our values. “I know little things like this are overlooked have just enough time to catch a flight home
"Regrettably, we didn't do a good job of and sometimes don’t seem relevant to others. for Christmas.
nt Values Based I feel the way Jose goes about his core values Lee Fritz, Rental Fleet Inspector-San
are not a chore but how he conducts himself Antonio, took his call and informed him
has,” and that “everyone in the Sulphur"Ihaveworkedfor every day.” of HOLT operating times for shipping and
receiving, which doesn’t usually include
Caterpillar and other Thanks to Jose for your commitment to weekends. Lorne asked if there would be any
HOLT’s values and to your colleagues.High 5
Cat dealers and can also to Henry for turning him in!
Springs area thinks Weldon is tops!!”sayHOLThandles David Roberts, Field Service Supervisor
diversity better than communicating how we used the list. Here are brief reviews of several key 2-Corpus Christi, received a call from
action steps: customer John from Winters Construction
1. As marked by improving trends, to thank him for a job well done by Patrick
safety is an important focus for all of us. Breedlove, Field Service Tech 5-Corpus
We are excited that Jeff Stewart has Christi. David wrote, “Patrick, thanks for
joined us as the new Director of Safety doing an outstanding job, customers usually
any of my previous information from last year's survey," and Environmental Culture. He, and call to complain about a down machine or a
shared J.K. Baxter, Senior Vice President job gone wrong, it is really special when they
Machine Sales. "We have recommitted our growing safety team, will continue call to say thanks. Keep up the good work
as a team to communicate the value of to focus on key improvement areas, and be safe.”
including ensuring employees have
employers." Further, David Treiber, Service Manager
Thank you, Weldon, for delivering legendarydonthemost
We believe this is vital
ent with our Vision,
customer service..
employee feedback and keep everyone proper tooling/safe processes, enhancing
up to date on the changes influenced by our culture of peer-to-peer safety
your suggestions." coaching, and recognizing groups that
"I really can't say consistently demonstrate safe behaviors.
the decisions I am They will also address specific safety
concerned with concerns voiced in the survey, such as
aren't in alignment reducing security risks at the Irving store.
with our values
very comment from
ter J. Holt, Executive
ral Manager. "Some
Matt Fields with GVG Capital sent praiseopinionsdon't
Your Local 2. EOC sponsors are committed to
Management Team meeting twice annually with their
(LMT) and
Enterprise (continued back page)
ooks at the results.
e very much what
for Tammi Moody, Paralegal-San Antonio,rinnaHoltRichter,
Operations Council – I'm certain
(EOC) sponsor will somebody thinks
partner with you and
they align."
P2 Safety P3 Get to Know Corinna and Peter J. P4 Most Interesting Person | Go Green | Throwback
who handled an issue when one of HOLT’sP5 Tale of Two | Three Things to Know P6-10 Local News P10 HOLT Babies P11 Enterprise News
P12 Customer Experience P13-15 Service Awards
drivers clipped his mailbox. “Tammi handled
things in a timely manner and was clear with
her communication throughout the entire
process,” wrote Matt. “Much love to your
internal staff on handling this matter.”
Well done, Tammi!
Customer Coach Blalok wrote to HOLT
about Jeff McNeil, Technical Services
Technician 4-Irving. Blalock writes, “I had
a very positive experience with HOLT CAT
yesterday...Jeff came to my place of residence
to do some warranty work on my new Cat
289D XPS. Jeff was very prompt about
his arrival and in fact he was a little early
which suited me fine. He got right to work.
It became apparent quickly that he would
need a part that he did not have. Without the
slightest hint of frustration, Jeff said that he
would need to go get the part and took off
after it. Jeff returned promptly with the part
and did the necessary repair in good time.
“While Jeff worked on my machine, he
gave me several valuable pointers about the
particulars of that machine and maintenance
needed for it to perform optimally. He was
constantly working and making sure all was
done correctly. Jeff maintained a positive,
knowledgeable, and confident demeanor the
entire time he was here.
“HOLT should consider itself fortunate to
have people like Jeff to service machines and
support owners. I also appreciate creating a
work environment so that guys like Jeff can
be confident in their work and feel free to
make decisions and do things the way they
10
Issue II 2019 High 5 Heroes CONVERSATIONS
way that someone could receive the engine for being so late. The group made it happen snoitasrevno6102TSUGUA/YLUJ
on Saturday. Lee told him the because so so the driver could be home in time for his
many were on vacation and with holiday daughter’s funeral. legendary customer service in North Dallas!
office closures the earliest delivery time SEILIMAF RIEHT DNA SEEYOLPME TLOH ROF SWEN
would be December 26. Chris said, “It’s instances like this that
remind you what others are going through. Edie Williams, Switc!nhetbsioL eaWrd?kaOeppS eelrpaoetPo9r5-2S,1anenhW sneppaH
Knowing the disappointment the driver faced, It helps remind you to cherish the family Antonio, took a call froyemvruSatnecmuegsagtnoE emeyoelprmEwLBVh6o102 eht fo stluseR
Lee decided to push back his own Christmas coming together. We have no regrets staying
holiday plans in order to help the driver get late that day and we will continue to display a ot srekrow-oc ruoy feihC/tnediserP eciV evitucexE
back to Canada. caring attitude.” s'erots ruoy weiver sihT" ,dedda ,reciffO evitartsinimdA
tahw ,gnikrow si tahw wonk su stel yevrus
Lee said, “I was in the Army and remember High 5 and thank you, Chris, Alex, and etarbelec ,stluser
what it was like to not be able to go home James! had hit a large log, shattered the windshieldewtahtdalgm'I" gni
for the holidays. Lorne talked about how gnimoc era
thankful he was that we adjusted our plans in A big High 5 from Jason Martin, Regional
order for his family to be together.” Service Manager-San Antonio, and Kyle a sa rehtegotdna ,sesseccussnoitazinagro gnimr
McDaniel, Sales Representative-Cleburne, to rof snoitulos ssucsid tnemegagne eeyolp
Thanks, Lee, for going above and beyond, David Treiber, Service Manager 3-Corpus detaler ynapmoc fo enoN" :nosaer el
and showing empathy. Christi. Kyle wrote, “I am a salesman out of fo saera
Fort Worth, but I have a customer doing a on his skid steer loader, and needed adviceecnatropmiehtot.ytinutroppo ".su fo lla
Chris Miller, Rental Fleet Inspector-San large pipeline job down near Corpus. We’ve ew tub – ytefas fo desu sah ynapmoc ru
Antonio, recounts another long-haul driver had lots of issues with D6T’s where engines
trying to get home for Christmas, “On and transmissions have to be removed. We do on how to get out of the locked cab. Edie".teyerehttonera
December 21, we had a driver enroute from not have many of these machines available si tI .degnahc eb ot sdeen tahw dna ,t'nsi
Florida call into the yard office to inform us for swaps. David has done an excellent fo eciov eht ot netsil ot su rof tnatropmi
that he was delivering a motor grader after 5 job all the way around. His knowledge,
pm. We made contact with the driver at 4:30 communication, and get-it-done attitude ".maet ruo no enoyreve
pm and he still had another 80 miles to go. has really helped make the most of tough saw kcabdeef fo cipot rojam A
He asked if we could please wait for him. situations to keep the customer going.” detroper seeyolpmE .noitacinummoc
A request to stay later is not astonishing, ?nalP noitcA eht si tahW gnigassem pihsredael erom gniviecer fo eciov eht rehtag
however, on the Friday before Christmas, the Jason adds, “I truly appreciate David’s efforts tried to get a technical communicator on theot ecaps naht seitivitca erom evah eW desaBseulaVruonahtlortnoctsoctuoba sraeyeerhtrevoevah
reality was that no one wanted to stay late.” and would like to highlight Kyle’s emphasis yek lareves fo sweiver feirb era ereH .tsil ssel htiw dexiM .erutluc pihsredaeL desaB seulaV tne
on communication and attitude to get the job seeyolpme ,noitacinummoc tneuqerf
Chris continues, “Our attitudes changed when done. Way to represent the team and great emos gnilicnocer ytluciffid desserpxe
we learned that the driver’s daughter had job!”
recently passed away from cancer. He needed .seulav ruo htiw snoisiced
to drop off this load in order to make it home Communication is key in delivering phone with the customer. Unable to reach:spetsnoitca rof dekrow evah I"
to Arkansas for her funeral. He asked if he legendary customer service. Thanks Kyle and ,sdnert gnivorpmi yb dekram sA .1 rehto dna rallipretaC
could leave the trailer and machine on our David for being dynamic. .su fo lla rof sucof tnatropmi na si ytefas nac dna srelaed taC
yard, fly home for the funeral and return on fo boj doog a od t'ndid ew ,ylbattergeR" seldnah TLOH yas
Monday morning to haul off his trailer. He Nick Dutrow, Newman Brothers eht desu ew woh gnitacinummoc naht retteb ytisrevid
just wanted to be there for his daughter.” Construction, praised the customer service he suoiverp ym fo yna
received from Vanessa Johnson, Customer ",yevrus s'raey tsal morf noitamrofni
“Not knowing when he would get here or Service Coordinator-North Dallas, and John help, she called Maria Casiano, CustomersahtrawetSffeJtahtdeticxeeraeW
the exact plan, I told him to come on by and McMillan, Shop Supervisor 4-North Dallas. ytefaS fo rotceriD wen eht sa su denioj
we would make something work. I informed Dutrow wrote, “I just wanted to inform you dna ,eH .erutluC latnemnorivnE dna
the team about our conversation and we all that you have a great team backing you. John tnediserP eciV roineS ,retxaB .K.J derahs
felt an immense amount of sympathy for the and Vanessa were awesome. I was really dettimmocer evah eW" .selaS enihcaM
driver.” impressed with their excellent customer fo eulav eht etacinummoc ot maet a sa
service along with a direct approach to Service Coordinator-San Antonio for advice.eunitnoclliw,maetytefasgniworgruo ".sreyolpme
According to Chris, this made the situation finding a solution for the problem. I deal ,saera tnemevorpmi yek no sucof ot tsom eht no des
an easy one. Alex Mejia, Inventory Control with a lot of HOLT CAT stores around north evah seeyolpme gnirusne gnidulcni
Technician-San Antonio, James Gemes, central Texas and your store, sir, was by far enoyreve peek dna kcabdeef eeyolpme lativ si siht eveileb eW
Inventory Control Technician-San Antonio, the best experience I have ever had.” yb decneulfni segnahc eht no etad ot pu ,noisiV ruo htiw tne
and Chris agreed to stay and wait for the
driver. He called after 7 pm and apologized Thank you, John and Vanessa, for delivering ".snoitseggus ruoy .n
Maria and Bob Harris, Lead Technician-Sangnicnahne,sessecorpefas/gnilootreporp
ytefas reep-ot-reep fo erutluc ruo
taht spuorg gnizingocer dna ,gnihcaoc
.sroivaheb efas etartsnomed yltnetsisnocyas t'nac yllaer I"
ytefas cificeps sserdda osla lliw yehTma I snoisiced ehtlacoL ruoYmorf tnemmoc yreve
htiw denrecnoc maeT tnemeganaM evitucexE ,tloH .J rete
Antonio, offered advice, but ultimately Natesahcus,yevrusehtnideciovsnrecnoctnemngila ni t'nera emoS" .reganaM lare
.erots gnivrI eht ta sksir ytiruces gnicuderseulav ruo htiwdna )TML(
esirpretnE t'nod snoinipo ri
Woller, Field Service Tech 4-San Antonio,otdettimmocerasrosnopsCOE .2niatrec m'I –licnuoC snoitarepO .stluser eht ta skool
rieht htiw yllaunna eciwt gniteem skniht ydobemos lliw rosnops )COE( tahw hcum yrev er
".ngila yeht dna uoy htiw rentrap ,rethciR tloH anniro
had the magic touch and offered instructions)egapkcabdeunitnoc(
kcabworhT | neerG oG | nosreP gnitseretnI tsoM 4P .J reteP dna anniroC wonK ot teG 3P ytefaS 2P
over the phone which freed the operator.sweN esirpretnE 11P seibaB TLOH 01P sweN lacoL 01-6P wonK ot sgnihT eerhT | owT fo elaT 5P
sdrawA ecivreS 51-31P ecneirepxE remotsuC 21P
We thank you all for your perseverance in
offering terrific customer service to help a
customer in need.
Jessica Robertson, Caterpillar’s Parts
Marketing Manager for On-Highway Trucks,
wrote to Patrick Reynolds, HOLT Truck
Centers General Manager, Bud Hagen,
General Parts & PS Service Manager-Truck,
and recently-retired Roger Singleton, On-
Highway Truck General Service Manager:
“I wanted to extend my sincere thanks
to the entire HOLT Truck team for your
outstanding partnership in 2018. You have a
fantastic team, Pat, and we really appreciate
everything that they do to support us and the
overall truck business.
“I have to call out Roger for all of the
support that he has given our team and his
peers throughout the years. He is a constant
sounding board for me and is always willing
to give his opinion and perspective. He is a
true leader amongst his peers and his support
of the TEPS dealers goes above and beyond.
“Bud, your management of the overall truck
business is first class. Whether talking about
cores or special returns, you are always
willing to support all of your TEPS dealers.
To you and Roger, it’s not just doing the
basics in taking care of the customers, but
what you do in managing the business is truly
special.”
Great job, HOLT Truck team. We appreciate
your focus on mutually beneficial outcomes
for all stakeholders.
11
CONVERSATIONS Enterprise News Issue II 2019
onversationsJULY/AUGUST2016 right boot for their situation and offer more
NEWS FOR HOLT EMPLOYEES AND THEIR FAMILIES convenient options for everyone throughout
the territory.
Happens When 1,259 People Speak? We Listen! CELEBRATING THE EMPLOYEE
Results of the 2016 VBL Employee Engagement Survey Another concern we heard a lot about was
using nitrile gloves. Based on feedback, these
Executive Vice President/Chief your co-workers to "I'm glad that we gloves are now allowed and available to use
Administrative Officer, added, "This review your store's are coming as a secondary glove. Our goal is to be as
ng survey lets us know what is working, what results, celebrate together as a SURVEY safe as possible, and this appears to be the
isn't, and what needs to be changed. It is successes, and best option for the majority of technicians.
ming organizations important for us to listen to the voice of discuss solutions for company related By Beki Hutchinson, We appreciate all of the suggestions and
loyee engagement everyone on our team." areas of to the importance information shared.
e reason: "None of A major topic of feedback was opportunity. of safety – but we
l of us." communication. Employees reported are not there yet." Other core areas we will focus on this year is
r company has used receiving more leadership messaging helping everyone work more closely together.
ather the voice of What is the Action Plan? Some employees communicated concern
that they didn’t feel they were on the same
have over three years about cost control than our Values Based We have more activities than space to Senior Vice President - team. A few cited their relationship with their
nt Values Based Leadership culture. Mixed with less list. Here are brief reviews of several key Human Resources supervisor while others shared conflict they
frequent communication, employees action steps: had with other departments and co-workers.
"I have worked for expressed difficulty reconciling some 1. As marked by improving trends, Trends in feedback suggest a key thing we
Caterpillar and other decisions with our values. safety is an important focus for all of us. can all do is to offer sincere, timely praise
Cat dealers and can "Regrettably, we didn't do a good job of We are excited that Jeff Stewart has to others when they perform at a high level.
say HOLT handles communicating how we used the joined us as the new Director of Safety Sharing appreciation can bring us together,
diversity better than information from last year's survey," and Environmental Culture. He, and recognize the achievements of others, and
any of my previous ensure we are demonstrating a caring attitude
with our co-workers.
employers." shared J.K. Baxter, Senior Vice President our growing safety team, will continue
We appreciate your honesty and are looking
d on the most Machine Sales. "We have recommitted to focus on key improvement areas, forward to rolling out new enhancements to
as a team to communicate the value of including ensuring employees have help us hear your ideas. Thank you for your
We believe this is vital employee feedback and keep everyone proper tooling/safe processes, enhancing commitment to our values and helping HOLT
ent with our Vision, up to date on the changes influenced by our culture of peer-to-peer safety be the employer of choice!
. your suggestions." coaching, and recognizing groups that
"I really can't say consistently demonstrate safe behaviors.
the decisions I am They will also address specific safety
concerned with concerns voiced in the survey, such as
aren't in alignment reducing security risks at the Irving store.
with our values
very comment from
ter J. Holt, Executive
ral Manager. "Some
Each year, we survey all of our employees toopinionsdon't
Your Local 2. EOC sponsors are committed to that our overall scores improved in every
Management Team
(LMT) and
Enterprise
ooks at the results. Operations Council – I'm certain
measure engagement and alignment with ourrinnaHoltRichter, partnerwithyouand theyalign." category. It was rewarding to hear feedback
e very much what (EOC) sponsor will somebody thinks meeting twice annually with their
(continued back page)
P2 Safety P3 Get to Know Corinna and Peter J. P4 Most Interesting Person | Go Green | Throwback about improvements including the end-of-
year bonus, benefits holiday, and positive
core business values. Your insight is criticalP5 Tale of Two | Three Things to Know P6-10 Local News P10 HOLT Babies P11 Enterprise News
P12 Customer Experience P13-15 Service Awards
– Peter, Corinna, and our senior leaders read
every comment and make changes based impact of other changes implemented last
on the trends in the survey. By now your year. All of this is a direct result of your
Local Management Team and executive commitment, engagement, and willingness to
representative have presented the results at demonstrate our core business values in your
your store. day-to-day work. Thank you for making a
We have several reasons to celebrate difference!
the results of our 2019 VBL Employee While we are grateful for the positive
Engagement Survey. For example, 2019 had feedback, we don’t want to overlook trends
our highest rate of participation (59.6%) that still need to be addressed. For example,
with 1,611 employees contributing their we received many comments that the boot
suggestions. We are grateful for the time reimbursement program was difficult to use
you’ve taken to help us live our core value of or didn’t adequately cover some employee’s
Excellence – by continually getting better. needs. In response, we are expanding our
Additionally – we are proud to announce boot policy to include Red Wing® boots.
This will allow our Red Wing fans to get the
Introducing the New Catalina Osorio, Corporate Recruiter- Tony Spalding, Director of Intern and
Recruiting Team Southern Region: Cat is the former HR Apprentice Programs: Tony joined HOLT
Director at Alliance Spine. Her strength in from the US Air Force 17 years ago. He is
Human Resources is focused on improving building relationships and implementing responsible for identifying and developing
the recruiting process to support the strategies for driving performance excellence relationships with technical institutions and
organizational theme Becoming the Employer in the workplace ensures successful outreach high schools in the HOLT CAT territory, as
of Choice. Our four very talented recruiters with both internal and external customers. well as military outreach programs.
have experience well beyond sourcing and
hiring, and have proven to be exceptionally Jose Hernandez, Corporate Recruiter- Rebecca Lopez, HR Coordinator: Rebecca is
skilled at bringing in high quality employees. Northern Region: Jose brings more than 18 responsible for supporting the entire HR team
Here’s a little background information on years’ experience in recruiting with the US to include posting jobs, entering new hire
them and why they are on the HOLT team. Army. Jose has strong external networks information, sending welcome packets to new
which will provide us with new sources of hires and managing new hire paperwork.
Kyle Dirba, Corporate Recruiter-Central/East talent.
Region: Kyle joins us from the oil and gas Please contact any member of the recruiting
industry where he was an HR Advisor. His Kari Scott, Corporate Recruiter-Texas First team directly for all of your talent acquisition
industry experience provide us with insight Rentals: Kari was a corporate recruiter for needs, including job postings, candidate
into where to find technical talent and how to several companies in the industries we serve, sourcing, interviews and job offers.
keep them engaged. and brings in-depth knowledge of talent Contributed by Patty Dooley
sourcing and hiring.
12
Issue II 2019 Wellness CONVERSATIONS
WELCOME TO 2019 BENEFITS snoitasrevno6102TSUGUA/YLUJ
OPEN ENROLLMENT or remaining on the HDHP will receive a
one-time HOLT contribution to their HSASEILIMAF RIEHT DNA SEEYOLPME TLOH ROF SWEN
By Cindy Stein, card in the amounts below:!netsiL eW ?kaepS elpoeP 952,1 nehW sneppaH
Director of Total Wellness yevruS tnemegagnE eeyolpmE LBV 6102 eht fo stluseR
HOLT’ s Contributions* ewtahtdalgm'I" ot srekrow-oc ruoy feihC/tnediserP eciV evitucexE gni
gnimoc eras'erots ruoy weiver sihT" ,dedda ,reciffO evitartsinimdA
tahw ,gnikrow si tahw wonk su stel yevrus snoitazinagro gnimr
etarbelec ,stluser tnemegagne eeyolp
Essential Plan Primary Planasarehtegot fo enoN" :nosaer el
detaler ynapmoc
ecnatropmi eht ot ".su fo lla
ew tub – ytefas fo desu sah ynapmoc ru
".tey ereht ton era
dna ,sesseccus si tI .degnahc eb ot sdeen tahw dna ,t'nsi fo eciov eht rehtag
rof snoitulos ssucsid fo eciov eht ot netsil ot su rof tnatropmi sraey eerht revo evah
fo saera ".maet ruo no enoyreve desaB seulaV tne
.ytinutroppo saw kcabdeef fo cipot rojam A
rof dekrow evah I"
$500 ?nalP noitcA eht si tahW detroper seeyolpmE .noitacinummoc rehto dna rallipretaC
ot ecaps naht seitivitca erom evah eW $250gnigassem pihsredael erom gniviecer nac dna srelaed taC
Individual yek lareves fo sweiver feirb era ereH .tsil seldnah TLOH yas
:spets noitca desaB seulaV ruo naht lortnoc tsoc tuoba naht retteb ytisrevid
Employee + ssel htiw dexiM .erutluc pihsredaeL suoiverp ym fo yna
Dependents $1,000 ,sdnert gnivorpmi yb dekram sA .1 seeyolpme ,noitacinummoc tneuqerf
.su fo lla rof sucof tnatropmi na si ytefas ".sreyolpme
sah trawetS ffeJ taht deticxe era eW $500emos gnilicnocer ytluciffid desserpxe
ytefaS fo rotceriD wen eht sa su denioj .seulav ruo htiw snoisiced tsom eht no des
dna ,eH .erutluC latnemnorivnE dna fo boj doog a od t'ndid ew ,ylbattergeR" lativ si siht eveileb eW
,noisiV ruo htiw tne
eht desu ew woh gnitacinummoc
",yevrus s'raey tsal morf noitamrofni .n
eunitnoc lliw ,maet ytefas gniworg ruo tnediserP eciV roineS ,retxaB .K.J derahs morf tnemmoc yreve
,saera tnemevorpmi yek no sucof ot dettimmocer evah eW" .selaS enihcaM evitucexE ,tloH .J rete
evah seeyolpme gnirusne gnidulcni fo eulav eht etacinummoc ot maet a sa emoS" .reganaM lare
gnicnahne ,sessecorp efas/gniloot reporp enoyreve peek dna kcabdeef eeyolpme
yb decneulfni segnahc eht no etad ot pu t'nod snoinipo ri
ytefas reep-ot-reep fo erutluc ruo .stluser eht ta skool
taht spuorg gnizingocer dna ,gnihcaoc tahw hcum yrev er
,rethciR tloH anniro
Employee Contributions*.sroivahebefasetartsnomedyltnetsisnoc
ytefas cificeps sserdda osla lliw yehT
sa hcus ,yevrus eht ni deciov snrecnoc
Essential Plan Primary Plan.erotsgnivrIehttasksirytirucesgnicuder
".snoitseggus ruoy
yas t'nac yllaer I"
lacoL ruoY
ma I snoisiced eht
Open Enrollment is Cost of Benefits htiw denrecnoc maeT tnemeganaM
June 3rd – June 14th dna )TML(
There will be no increase in premiums for the tnemngila ni t'nera
2019 Benefits Enrollment is for the coverage remainder of the year.
timeframe July 1 – December 31, 2019. seulav ruo htiw esirpretnE
Wellness Rewards
Enroll online or call to make your elections ot dettimmoc era srosnops COE .2 niatrec m'I – licnuoC snoitarepO
between June 3 and 14: All HOLT employees enrolling in HOLT rieht htiw yllaunna eciwt gniteem skniht ydobemos lliw rosnops )COE(
medical plan and covered spouses can Individual $1,250 )egap kcab deunitnoc( $1,500".ngila yeht dna uoy htiw rentrap
Online: Ultipro Benefits Portal-Log into earn a Wellness Reward of $200-$400 for kcabworhT | neerG oG | nosreP gnitseretnI tsoM 4P .J reteP dna anniroC wonK ot teG 3P ytefaS 2P
Ultipro at http://holt.ultipro.com; go to completing a Biometric Screening or Annual
Myself tab, and click on Manage My Physical by May 31, 2019. sweN esirpretnE 11P seibaB TLOH 01P sweN lacoL 01-6P wonK ot sgnihT eerhT | owT fo elaT 5P
Benefits.
Airrosti Employee + $2,500 $3,000sdrawA ecivreS 51-31P ecneirepxE remotsuC 21P
Telephone: Call Employee Benefits Center at
866-522-5957. Press 6 for Spanish. Airrosti providers are experts at diagnosing Dependents
and rapidly resolving the source of your
All employees must login or call to injury. Eliminate the pain associated with Employee Assistance Program
update beneficiary information, confirm many common conditions allowing you to
plan elections, and update FSA / HSA quickly and safely return to activity- usually Available to all HOLT employees and their
contributions during the open enrollment within 3 visits. HOLT will cover you and families: five in-person counseling sessions
period, June 3-14. your dependents first 3 visits if you are on a and 24/7/365 telephone access to behavioral
PPO plan and employees with an HSA can health professionals at 800-678-2212.
Half Year Benefit use their HOLT HSA contribution for visits.
Elections *The amounts shown are pro-rated for the
What’s Changing? remainder of the year.
Elections you make now will
provide coverage until the end of Medical Plan These are just the
the year. Effective January 2020, highlights of the changes
we will align the benefit plan We will be retiring the Core Plan effective
deductibles to the calendar year. July 1. Employees and their dependents to our benefit plans.
Open enrollment for 2020 will who are currently in the Core Plan will be
occur in the Fall of 2019. automatically placed in the Base Plan. Please Be sure to take the time to review
login or call the Employee Benefits Center to all details of the exciting new
This change will: review your coverage options. features of your 2019 HOLT
• Align FSA and HSA elections Benefits. Log into Ultipro between
to the IRS maximum Health Savings Account/Flexible Spending June 3rd – June 14th to enroll in
contribution limits Account coverage to ensure you and your
• Take the guess work out family are enrolled in the plans you
of meeting the benefit plan Employees currently participating in an HSA want for the remainder of 2019.
deductibles and FSA must update contributions for the
short plan year. Contributions toward Health There are many ways to get more
Savings and/or Flexible Spending Accounts information about your benefits.
will be for the remaining 13 pay periods in Watch your inbox for emails
the 2019 calendar year. Employees electing regarding presentations, office
hours, and Zoom appointments.
Remember, if you have questions
you can always call the Benefits
Help Line at 800-275-4658 or email
[email protected].
We’re here to help!
13
CONVERSATIONS Customer Experience Issue II 2019
onversationsJULY/AUGUST2016 before them, I noticed something interesting:
NEWS FOR HOLT EMPLOYEES AND THEIR FAMILIES most of the time they were still wearing the
same lifeless expressions but I’d become their
Happens When 1,259 People Speak? We Listen! “on” switch. Their focus was so concrete
that to the person in line right before me they
Results of the 2016 VBL Employee Engagement Survey SMILING, IT’S MY FAVORITE remained their same apparently disinterested,
unhappy selves. But as soon as I entered the
ng Executive Vice President/Chief your co-workers to "I'm glad that we By Denise Herrera-Wieters, narrow band of space immediately before
ming organizations Administrative Officer, added, "This review your store's are coming them, their eyes would suddenly light up
loyee engagement survey lets us know what is working, what results, celebrate together as a and their mouths would curve into a smile.
e reason: "None of isn't, and what needs to be changed. It is successes, and And I could tell, though we never exchanged
l of us." important for us to listen to the voice of discuss solutions for company related any words other than “hello” and they knew
everyone on our team." areas of to the importance absolutely nothing about me, that they were
A major topic of feedback was opportunity. of safety – but we genuinely glad to see me,” he said.
are not there yet."
After finishing medical school and his
r company has used communication. Employees reported What is the Action Plan? Director, Marketing & Customer residency, Lickman returned to the same
ather the voice of receiving more leadership messaging We have more activities than space to Experience hospital as an attending physician and was
have over three years about cost control than our Values Based list. Here are brief reviews of several key surprised when: “I went down to buy lunch
nt Values Based Leadership culture. Mixed with less action steps: in the same cafeteria. And when I approached
frequent communication, employees 1. As marked by improving trends, the check-out line, I found myself greeted by
"I have worked for expressed difficulty reconciling some safety is an important focus for all of us. a cashier I didn’t at first even recognize who,
Caterpillar and other decisions with our values. We are excited that Jeff Stewart has
Cat dealers and can "Regrettably, we didn't do a good job of joined us as the new Director of Safety
say HOLT handles communicating how we used the
diversity better than
any of my previous information from last year's survey,"
and Environmental Culture. He, and
shared J.K. Baxter, Senior Vice President our growing safety team, will continue
employers."
d on the most Machine Sales. "We have recommitted to focus on key improvement areas,
We believe this is vital as a team to communicate the value of including ensuring employees have
ent with our Vision, employee feedback and keep everyone proper tooling/safe processes, enhancing
up to date on the changes influenced by our culture of peer-to-peer safety
. your suggestions." coaching, and recognizing groups that
"I really can't say consistently demonstrate safe behaviors.
the decisions I am They will also address specific safety
concerned with concerns voiced in the survey, such as
aren't in alignment reducing security risks at the Irving store.
with our values
very comment from
ter J. Holt, Executive
Each month we introduce and train onralManager."Some
opinions don't
Your Local Here’s feedback:
Management Team
(LMT) and 2. EOC sponsors are committed to
Enterprise meeting twice annually with their
ooks at the results.
HOLT’s HIGH 5 to new employees ineverymuchwhat
Operations Council – I'm certain • “That customer is always mad. We can
(EOC) sponsor will somebody thinks
rinna Holt Richter, partner with you and they align."
(continued back page)
P2 Safety P3 Get to Know Corinna and Peter J. P4 Most Interesting Person | Go Green | Throwback deliver and deliver and he’s still mad. Who
San Antonio and Irving through the NewP5 Tale of Two | Three Things to Know P6-10 Local News P10 HOLT Babies P11 Enterprise News
P12 Customer Experience P13-15 Service Awards
Employee Experience initiative. While
wants to smile at that?”
introducing the HIGH 5 to this new audience,
I’ve noticed a few skeptical stares. No one • “It just feels awkward to smile at someone I
has ever said, “Aw, c’mon, this stuff is don’t know.”
common sense!” They wouldn’t dare, right? • “If I say hello and smile it seems like I’m
Yet, I can see the challenge in their eyes! interrupting them because they just want to
Why? get down to business.”
Is there skepticism because some think it’s so It’s all about the power of the smile, says wearing a happy, surprised smile, suddenly
easy to deliver? It can be, but let’s take a look Alex Lickman, MD. Lickman, a psychologist, exclaimed in delight, “Where have you
at what we’re dealing with in the first ask. ran an experiment while in medical school. been?”
No. 1: Greet with a Smile. Your greeting He noticed the ladies in the hospital cafeteria It’s the power of the smile. Try it. Engage and
should tell your customer you’re glad often looked sullen and never smiled. He even if our customer seems a bit grumpy after
they’re here. For some of us, this is our decided to offer each a big smile whenever a smile or two, he’ll engage, too.
natural disposition. For others, not so buying a snack.
much. You know who I’m talking about! Next issue, we’ll take a look at HIGH 5 No.
Ok, I’ll stop there, but is it hard for some? “And as time passed and I continued to 4: Own it. It’s your moment.
smile and say a bright hello each time I came
HIGH 5 Heroes Values in Action Safety Matters
A High 5 to the Custom Engineered Timothy Leihsing, Product Support Sales Omar Velez, a commercial driver in Fort
Products team for creating a blade for RPMx Representative-San Antonio, sent a message Worth, followed in his truck behind Jake
Construction when the backordered part of thanks for Edna Tellez, Parts Backorder Furgerson, Field Service Tech 3-Fort Worth,
wasn’t available. Expeditor 3-San Antonio. “Edna went over and called in to our How’s My Driving
and above to help get the reman engine for hotline. Omar said, “I am behind one of your
When it was clear that the part wouldn’t be J3 Company that was on Cat backorder for drivers and I see great driving on his part.
in for 3 months, HOLT’s Custom Engineered several months,” he wrote. “She would check He’s braking ahead of time, not tailgating,
Products got to work. Obtaining a drawing on it all the time and call Cat just to see if and as a fellow CDL driver I have nothing but
for the part, the group turned around something had changed. The engine came in respect for excellent driving. I wanted to call
the project in three days! The blade was and she set it up so I could go pick it up and and compliment you!”
delivered and kept the customer working. deliver it to J3…she is doing a great job. She
is a great asset to the parts department.” Thanks, Jake, for setting a great safety
Thank you for your expertise and hard work, example while driving and for representing
team! Thank you, Edna, for your commitment to HOLT’s values.
sharing our mutual desire to succeed.
14
Issue II 2019 Enterprise News CONVERSATIONS
snoitasrevno6102TSUGUA/YLUJ
time, but recovering from failure or setbacks
is some of the best leadership training thatSEILIMAF RIEHT DNA SEEYOLPME TLOH ROF SWEN
!netsiL eW ?kaepS elpoeP 952,1 nehW sneppaH
LEAD LIKE LÉON exists. yevruS tnemegagnE eeyolpmE LBV 6102 eht fo stluseR
By Edward Craner, ot srekrow-oc ruoy feihC/tnediserP eciV evitucexE
4. Marco makes the team the focus:ewtahtdalgm'I" s'erots ruoy weiver
Senior Vice President - Marketing & gnimoc era sihT" ,dedda ,reciffO evitartsinimdA gni
etarbelec ,stluser tahw ,gnikrow si tahw wonk su stel yevrus
Strategy Marco regularly makes exceptional shots.asarehtegot
detaler ynapmoc
ecnatropmi eht ot
ew tub – ytefas fo
".tey ereht ton era
dna ,sesseccus si tI .degnahc eb ot sdeen tahw dna ,t'nsi snoitazinagro gnimr
rof snoitulos ssucsid fo eciov eht ot netsil ot su rof tnatropmi tnemegagne eeyolp
fo enoN" :nosaer el
fo saera ".maet ruo no enoyreve
.ytinutroppo saw kcabdeef fo cipot rojam A ".su fo lla
However, you’d never know it from?nalP noitcA eht si tahW
detroper seeyolpmE .noitacinummoc desu sah ynapmoc ru
gnigassem pihsredael erom gniviecer fo eciov eht rehtag
ot ecaps naht seitivitca erom evah eW desaB seulaV ruo naht lortnoc tsoc tuoba sraey eerht revo evah
ssel htiw dexiM .erutluc pihsredaeL desaB seulaV tne
seeyolpme ,noitacinummoc tneuqerf
watching his reaction because he refrainsyeklarevesfosweiverfeirberaereH.tsil
:spets noitca
emos gnilicnocer ytluciffid desserpxe rof dekrow evah I"
.seulav ruo htiw snoisiced rehto dna rallipretaC
nac dna srelaed taC
fo boj doog a od t'ndid ew ,ylbattergeR" seldnah TLOH yas
from chest thumping, trash talking or self-,sdnertgnivorpmiybdekramsA .1
.su fo lla rof sucof tnatropmi na si ytefas
sah trawetS ffeJ taht deticxe era eW
ytefaS fo rotceriD wen eht sa su denioj eht desu ew woh gnitacinummoc naht retteb ytisrevid
",yevrus s'raey tsal morf noitamrofni
aggrandizement. In fact, barely even a smiledna,eH.erutluClatnemnorivnEdna suoiverp ym fo yna
eunitnoc lliw ,maet ytefas gniworg ruo tnediserP eciV roineS ,retxaB .K.J derahs ".sreyolpme
,saera tnemevorpmi yek no sucof ot dettimmocer evah eW" .selaS enihcaM tsom eht no des
fo eulav eht etacinummoc ot maet a sa lativ si siht eveileb eW
enoyreve peek dna kcabdeef eeyolpme ,noisiV ruo htiw tne
yb decneulfni segnahc eht no etad ot pu
or an expression of success shows when heevahseeyolpmegnirusnegnidulcni .n
gnicnahne ,sessecorp efas/gniloot reporp morf tnemmoc yreve
ytefas reep-ot-reep fo erutluc ruo evitucexE ,tloH .J rete
taht spuorg gnizingocer dna ,gnihcaoc".snoitseggus ruoyemoS" .reganaM lare
In the 18 years since being introduced to the can achieve this on a good day. That’s about .sroivaheb efas etartsnomed yltnetsisnocyas t'nac yllaer I"lacoL ruoY
Spurs, many memorable players have come it. ma I snoisiced eht t'nod snoinipo ri
and gone: current and future Hall of Famers hits a long distance shot while flying throughytefascificepssserddaoslalliwyehThtiw denrecnocmaeT tnemeganaM .stluser eht ta skool
like David Robinson, Tim Duncan, Manu Leadership application: Have a super sa hcus ,yevrus eht ni deciov snrecnoctnemngila ni t'neradna )TML(
Ginobili, and Tony Parker; role players such power and apply it often. Not only will you .erots gnivrI eht ta sksir ytiruces gnicuderseulav ruo htiwesirpretnE
as Bruce Bowen, Matt Bonner, and Hedo add value to your team, but you’ll be an
Turkoglu; and memorable players such as inspiration for others. the air. He’s quickly over it and ready tootdettimmocerasrosnopsCOE .2niatrec m'I –licnuoC snoitarepO
Stephen Jackson, Dennis Rodman, and Boban
Marjonovich. Each player brought a unique 2. Marco is constantly moving without the rieht htiw yllaunna eciwt gniteem skniht ydobemos lliw rosnops )COE( tahw hcum yrev er
set of basketball and leadership skills to the ball: When a player occasionally shows up move on to the next task at hand. He doesn’t)egapkcabdeunitnoc(
team, resulting in five national championships in the right spot at the right time to make an ".ngila yeht dna uoy htiw rentrap ,rethciR tloH anniro
since 1999. Not too shabby. impressive play, consider it luck. When the
player is seemingly always in the right place kcabworhT | neerG oG | nosreP gnitseretnI tsoM 4P .J reteP dna anniroC wonK ot teG 3P ytefaS 2P
But when all of the great Spurs players, at the right time, it’s more than luck. Unlike
past and present, are considered there is one many other outside shooters who camp out seek or need individual glory because it’s notsweN esirpretnE 11P seibaB TLOH 01P sweN lacoL 01-6P wonK ot sgnihT eerhT | owT fo elaT 5P
player who embodies a champion’s heart and and wait for others to include them in the sdrawA ecivreS 51-31P ecneirepxE remotsuC 21P
exemplary leadership skills more than any play, Marco is constantly moving without the
other: Marco Belinelli. ball, which results in him being open more about him; it’s about the team.
often. His teammates have recognized this
Marco is often referred to as “Léon,” in and reward him with more opportunities Leadership application: Get over yourself.
reference to the 1999 movie, “Léon: The Make it about the work and the team, and
Professional.” He looks remarkably like the Leadership application: Prepare today for you’ll quickly get out of your own way.
actor who played Léon, the main character in future opportunity by being curious, learning
the movie, and he embodies unique basketball new skills, requesting feedback and offering Marco Belinelli is the consummate
and leadership skills (professionalism) that to help. Move without the ball, and when your professional, whose consistently excellent
complement the team as a whole. number is called, you’ll be in the right place play on the court isn’t showy, but whose
at the right time. sheer talent is recognized by experienced
What are those unique basketball and teammates and coaches. He shines on
leadership skills? Next time you watch Marco 3. Marco is willing to make tough shots: a strong team in a role that might be
play, keep these four things in mind. Countless times Marco has made clutch shots unremarkable if filled by a lesser player. If
that have been a turning point in the game. you’ve watched the Spurs lately and didn’t
1. Marco displays amazing technical skills: He’s willing, but also eager, to be the go-to even notice Marco, then you’re beginning
Most shooters in the NBA require (or at player when the game is on the line. Not all to understand why Marco gets the nod:
least prefer) solid footing to achieve a high of his attempts have been successful, but even he achieves greatness through his work
percentage of 3-point shots. Marco, however, in the face of failure he’s ready to step up the ethic, having superior technical skills and
is in rarified air regarding how he can come next time down the court. supporting the team first.
off a pick and then, while still drifting left
or right in mid-air, nail a 3-point shot with Leadership application: Be willing to make May we all be more like Léon The
consistent accuracy. Kyle Korver, Steph tough decisions, take calculated risks and Professional, Marco Belinelli.
Curry, Ray Allen, and maybe Klay Thompson lead the charge. It may not work out every
Have a story or a
photo to share with
Conversations?
Submit it to
[email protected]!
15
CONVERSATIONS Retirees Issue II 2019
onversationsJULY/AUGUST2016
NEWS FOR HOLT EMPLOYEES AND THEIR FAMILIES
Happens When 1,259 People Speak? We Listen!
Results of the 2016 VBL Employee Engagement Survey
ng Executive Vice President/Chief your co-workers to "I'm glad that we
Administrative Officer, added, "This review your store's are coming
ming organizations survey lets us know what is working, what results, celebrate together as a
loyee engagement isn't, and what needs to be changed. It is successes, and
e reason: "None of important for us to listen to the voice of discuss solutions for company related
l of us." everyone on our team." areas of to the importance
r company has used opportunity. of safety – but we
ather the voice of A major topic of feedback was are not there yet."
have over three years communication. Employees reported
nt Values Based receiving more leadership messaging What is the Action Plan?
about cost control than our Values Based We have more activities than space to
"I have worked for Leadership culture. Mixed with less list. Here are brief reviews of several key
Caterpillar and other frequent communication, employees action steps:
Cat dealers and can expressed difficulty reconciling some 1. As marked by improving trends,
say HOLT handles decisions with our values. safety is an important focus for all of us.
diversity better than We are excited that Jeff Stewart has
any of my previous "Regrettably, we didn't do a good job of joined us as the new Director of Safety
communicating how we used the and Environmental Culture. He, and
employers." information from last year's survey," our growing safety team, will continue
shared J.K. Baxter, Senior Vice President to focus on key improvement areas,
d on the most Machine Sales. "We have recommitted including ensuring employees have
We believe this is vital as a team to communicate the value of proper tooling/safe processes, enhancing
ent with our Vision, employee feedback and keep everyone our culture of peer-to-peer safety
up to date on the changes influenced by coaching, and recognizing groups that
. your suggestions." consistently demonstrate safe behaviors.
very comment from "I really can't say They will also address specific safety
ter J. Holt, Executive Your Local concerns voiced in the survey, such as
ral Manager. "Some the decisions I am reducing security risks at the Irving store.
opinions don't 2. EOC sponsors are committed to
ooks at the results. Management Team concerned with meeting twice annually with their
e very much what (LMT) and
rinna Holt Richter, aren't in alignment (continued back page)
Enterprise with our values
Operations Council – I'm certain
(EOC) sponsor will somebody thinks
partner with you and they align."
P2 Safety P3 Get to Know Corinna and Peter J. P4 Most Interesting Person | Go Green | Throwback
P5 Tale of Two | Three Things to Know P6-10 Local News P10 HOLT Babies P11 Enterprise News
P12 Customer Experience P13-15 Service Awards
Jimmy Bailey - 35 Years Brett Cornell - 18 Years Jessie Mervin Causey - 20 Years
Jimmy was the owner of Bailey’s Tractor and Brett began his career with Holt of Ohio, Mervin started his employment in Irving
was heavily involved in every aspect of the as the Dayton Parts Manager in November in July 1998 as welder for hydraulics. As
business. In January 2011, he joined HOLT 2000. Brett and his family relocated to Texas his knowledge and experience increased
CAT as a Sales Representative. Jimmy’s job in June 2002, where he became the Regional he progressed through all levels to Welder
knowledge is unmatchable in all areas of Parts Manager for Irving, Bridgeport, Fort 5. In September 2011 he accepted his
agricultural business. He is a model of HOLT Worth and Waco and later had responsibilities current position as Lead Technician for
Values, which is natural because he uses them for the entire DFW Metroplex. For the last the Hydraulics Shop. We are grateful for
in his everyday life. We thank Jimmy for two years, Brett held the position of Parts Mervin’s 20 years of dedication and the
his 35 years of dedication, and we wish him Manager for the Irving and North Dallas experience he leaves with the organization.
nothing but exciting adventures. stores, where he helped to drive a safety first
culture in the warehouse. We thank Brett for Wayne Morton - 46 Years
Russell Risley - 37 Years his 18 years of dedication, and wish him the
most exciting of adventures with his family. Wayne, pictured below left, began his career
Russell Risley started in the shop at HOLT in October 1972 in the Irving Service Shop
in 1981 and moved to the field in 1984. He as a Mechanic. Having progressed through
moved to the Austin shop in 2016. Thank all levels of Shop Technician and serving as
you, Russell for your dedicated service. Lead for several years, Wayne was promoted
to Used Equipment Shop Supervisor in
October 1987. In July 1989, he returned to
the role of Used Equipment Lead Technician,
holding various shop roles thereafter. In
his most recent role, Wayne is the Machine
Division Shop Lead Technician for new
machine make-ready, rental returns, and the
paint shop. Wayne has a great understanding
of what is going on in the shop and balances
the workload with the team members. He
also provides quotes and inspections for new,
used and rental machines and is creative in
his ability to consistently meet or exceed
deadlines. The knowledge that Wayne
has shared through his 46-year career is
invaluable and we wish him the very best in
this next chapter.
16
Issue II 2019 On the Move CONVERSATIONS
James Sereno moved into responsible for managing the upkeep and snoitasrevno6102TSUGUA/YLUJ
the role of Senior IT Security maintenance of building operations for
Engineer with 16 successful years all HOLT CAT and Texas First facilities, sales experience to his new role.
at HOLT. James will safeguard including planning, budgeting, and schedule SEILIMAF RIEHT DNA SEEYOLPME TLOH ROF SWEN
our systems by implementing modifications. He will also supervise our
policy, training and enhancements facility maintenance managers. Stephen Shod!nreotsciLkeWa?ckaceepSpetlepodePt9h5e2,1 nehW sneppaH
to minimize malicious outside Kent Turner will move to San Antonio position of AccoyeuvrunSttnienmgegaMgnE aeenyoalpmgEeLBrV-6102 eht fo stluseR
threats to our network while and become our Southern Region Facility
ensuring a safe and reliable Maintenance Manager, replacing Tony ot srekrow-oc ruoy feihC/tnediserP eciV evitucexE
computing environment for our Koehler, who is now Project Manager. s'erots ruoy weiver sihT" ,dedda ,reciffO evitartsinimdA
users. Guy Clumpner serves in the capacity of tahw ,gnikrow si tahw wonk su stel yevrus
President of Holt Development Services, etarbelec ,stluser
Ryan Marsh moved to the Inc., our external VBL consulting services Sales Support. Stephen joined HOLTewtahtdalgm'I" gni
position of Service Desk practice. As a member of HOLT’s Executive gnimoc era
Manager. Ryan joined HOLT last Leadership team, Guy will continue to
May and has 10 years of prior provide coaching, mentoring and support to a sa rehtegotdna ,sesseccus snoitazinagro gnimr
experience in the IT support our HOLT leaders and team members and rof snoitulos ssucsid tnemegagne eeyolp
industry. actively participate in HDSI’s leadership detaler ynapmoc fo enoN" :nosaer el
training and internal development efforts. fo saera
Nathan Lowe has accepted the position of Guy has been an integral part of our 30-year in 2004 as an Accounting Managerecnatropmiehtot.ytinutroppo ".su fo lla
Product Support Regional Sales Manager for Values Based Leadership journey. ew tub – ytefas fo desu sah ynapmoc ru
our Northern Region. Nathan was previously Beki Hutchison, is promoted to Senior
the Service Manager at our North Dallas Vice President of Human Resources, to now and has held the responsibilities of".teyerehttonera
location and brings 20 years’ of experience in include HDSI and ProTech training. si tI .degnahc eb ot sdeen tahw dna ,t'nsi
the service department to his new role. Jeff Surratt is now Vice President of Sales fo eciov eht ot netsil ot su rof tnatropmi
- Southern Region, moving from Regional
James Court accepted the role of Regional Sales Manager for HOLT’s Austin and ".maet ruo no enoyreve
Sales Manager for the Machine Division Pflugerville’s machine sales operations. Jeff saw kcabdeef fo cipot rojam A
in Austin. James began his career with has 20 years of industrial sales experience. detroper seeyolpmE .noitacinummoc
Caterpillar Inc. where he spent 11 years Lee Wallace accepted the position of Product ?nalP noitcA eht si tahW gnigassem pihsredael erom gniviecer fo eciov eht rehtag
before joining HOLT CAT in 2016 as the Support Regional Sales Manager for HOLT’s overseeing Accounts Payable, P-Card,ot ecaps naht seitivitca erom evah eW desaBseulaVruonahtlortnoctsoctuoba sraeyeerhtrevoevah
Regional Sales Manager for the Fort Worth East-Central region. Previously, Lee was yek lareves fo sweiver feirb era ereH .tsil ssel htiw dexiM .erutluc pihsredaeL desaB seulaV tne
area. a PSSR in Longview and brings 6 years of seeyolpme ,noitacinummoc tneuqerf
emos gnilicnocer ytluciffid desserpxe
Bryan Sharpe is now Parts Manager 4 in
Fort Worth. Bryan began with HOLT CAT .seulav ruo htiw snoisiced
in March 1990. He held the position of Parts fo boj doog a od t'ndid ew ,ylbattergeR"
Warehouse Supervisor in Fort Worth prior to
accepting his new responsibilities. eht desu ew woh gnitacinummoc
:spets noitca rof dekrow evah I"
Neal Pargmann has accepted the position rehto dna rallipretaC
of Parts Manager 5 in Irving. Neal has been and recently Sales & Use Tax. Stephen,sdnertgnivorpmiybdekramsA .1 nac dna srelaed taC
with HOLT CAT since June 2008. He held .su fo lla rof sucof tnatropmi na si ytefas seldnah TLOH yas
the position of Parts Manager 4 in Fort Worth sah trawetS ffeJ taht deticxe era eW naht retteb ytisrevid
prior to accepting his new responsibilities.
served as Chairman for the SouthytefaS fo rotceriD wen eht sa su denioj
Neal Carmichael is promoted to Director dna ,eH .erutluC latnemnorivnE dna ",yevrus s'raey tsal morf noitamrofni suoiverp ym fo yna
of Facilities Development where he tnediserP eciV roineS ,retxaB .K.J derahs
is responsible for the development, dettimmocer evah eW" .selaS enihcaM
coordination, and management of all capital fo eulav eht etacinummoc ot maet a sa
facility projects, including project schedules San Antonio Chamber of Commerceeunitnoc lliw ,maet ytefas gniworg ruo ".sreyolpme
and budgets. He also supervises our project ,saera tnemevorpmi yek no sucof ot tsom eht no des
managers. evah seeyolpme gnirusne gnidulcni lativ si siht eveileb eW
enoyreve peek dna kcabdeef eeyolpme ,noisiV ruo htiw tne
David Wilhite is promoted to Director of yb decneulfni segnahc eht no etad ot pu
Facilities Management. In this role, he is .n
".snoitseggus ruoy
and continues to be involved with thegnicnahne,sessecorpefas/gnilootreporp
ytefas reep-ot-reep fo erutluc ruo
taht spuorg gnizingocer dna ,gnihcaoc
.sroivaheb efas etartsnomed yltnetsisnocyas t'nac yllaer I"
ytefas cificeps sserdda osla lliw yehTma I snoisiced ehtlacoL ruoYmorf tnemmoc yreve
htiw denrecnoc maeT tnemeganaM evitucexE ,tloH .J rete
Chamber. Stephen is also a graduatesa hcus ,yevrus eht ni deciov snrecnoctnemngila ni t'nera emoS" .reganaM lare
.erots gnivrI eht ta sksir ytiruces gnicuderseulav ruo htiwdna )TML(
esirpretnE t'nod snoinipo ri
of HOLT’s Leadership DevelopmentotdettimmocerasrosnopsCOE .2niatrec m'I – licnuoC snoitarepO .stluser eht ta skool
rieht htiw yllaunna eciwt gniteem skniht ydobemos lliw rosnops )COE( tahw hcum yrev er
Program. ".ngila yeht dna uoy htiw rentrap ,rethciR tloH anniro
)egap kcab deunitnoc(
kcabworhT | neerG oG | nosreP gnitseretnI tsoM 4P .J reteP dna anniroC wonK ot teG 3P ytefaS 2P
sweN esirpretnE 11P seibaB TLOH 01P sweN lacoL 01-6P wonK ot sgnihT eerhT | owT fo elaT 5P
Katy Kotara has been promoted tosdrawA ecivreS 51-31P ecneirepxE remotsuC 21P
Accounting Manager-Parts. Katy
joined HOLT as an Accountant 3 to
support the Parts Department finance needs.
Katy is a graduate of HOLT’s Leadership
Development Program and a graduate of the
San Antonio Texas Society of CPA’s Ideal
Leadership Program.
Lori Bunger has accepted the position of
Vice President of Used Equipment Sales. Lori
has been with HOLT since July 2001 and has
17 years of experience as a Used Equipment
Sales Representative. Lori brings extensive
expertise, exceptional customer relationship
skills and strong values alignment to her new
role.
John Meyer is promoted to Vice President
Engineering & Manufacturing. John started
his 40+ year career at HOLT in September of
1977 as a technician, and has held multiple
positions, most recently GM, Machine
Solutions. In this new role, John will be
responsible for Cat Support, Engineering and
significant Manufacturing growth. We expect
great synergy and success in his broadened
role.
Keith Cole has accepted the role of Regional
Service Manager for the Machine Division
in Dallas/Fort Worth. Keith began his career
with HOLT CAT in December 1999 as a Shop
Technician. He has held various leadership
positions, most recently PSD Regional
Service Manager for Irving, Cleburne and
Longview. Keith is an experienced leader
with an impressive record of success.
17
CONVERSATIONS Service Awards Issue II 2019
onversationsJULY/AUGUST2016 Keith Bailey
(35) Sulphur Springs
NEWS FOR HOLT EMPLOYEES AND THEIR FAMILIES
Ashley Carr
Happens When 1,259 People Speak? We Listen! (5) Cleburne
Results of the 2016 VBL Employee Engagement Survey
Executive Vice President/Chief your co-workers to "I'm glad that we
Administrative Officer, added, "This review your store's are coming
ng survey lets us know what is working, what results, celebrate together as a
isn't, and what needs to be changed. It is successes, and
ming organizations important for us to listen to the voice of discuss solutions for company related
loyee engagement everyone on our team." areas of to the importance
e reason: "None of A major topic of feedback was opportunity. of safety – but we
l of us." are not there yet."
r company has used
ather the voice of communication. Employees reported
have over three years receiving more leadership messaging What is the Action Plan?
nt Values Based about cost control than our Values Based We have more activities than space to
Leadership culture. Mixed with less list. Here are brief reviews of several key
"I have worked for frequent communication, employees action steps:
Caterpillar and other Jimmy Allenexpressed difficulty reconciling some
Cat dealers and can Oral Anders Tim Andring Joshua Bailey
say HOLT handles decisions with our values. (5) Sulphur Springs (20) Irving (5) Irving
diversity better than 1. As marked by improving trends,
any of my previous safety is an important focus for all of us.
(40) Irving"Regrettably, we didn't do a good job ofWe are excited that Jeff Stewart has
employers." joined us as the new Director of Safety
communicating how we used the and Environmental Culture. He, and
d on the most information from last year's survey,"
We believe this is vital shared J.K. Baxter, Senior Vice President our growing safety team, will continue
ent with our Vision, Machine Sales. "We have recommitted to focus on key improvement areas,
as a team to communicate the value of including ensuring employees have
. employee feedback and keep everyone proper tooling/safe processes, enhancing
very comment from up to date on the changes influenced by our culture of peer-to-peer safety
ter J. Holt, Executive your suggestions." coaching, and recognizing groups that
ral Manager. "Some Your Local "I really can't say consistently demonstrate safe behaviors.
opinions don't Management Team the decisions I am They will also address specific safety
ooks at the results. (LMT) and concerned with concerns voiced in the survey, such as
e very much what Enterprise aren't in alignment reducing security risks at the Irving store.
rinna Holt Richter, with our values
Operations Council – I'm certain 2. EOC sponsors are committed to
(EOC) sponsor will somebody thinks meeting twice annually with their
partner with you and they align."
(continued back page)
P2 Safety P3 Get to Know Corinna and Peter J. P4 Most Interesting Person | Go Green | Throwback
P5 Tale of Two | Three Things to Know P6-10 Local News P10 HOLT Babies P11 Enterprise News
P12 Customer Experience P13-15 Service Awards
Kent Bailey Kim Bailey Jessica Brenton Dennis Bright
(35) Sulphur Springs (10) Sulphur Springs (10) Cleburne (35) Irving
Caleb Cole Nigel Curtis Toebee Dominguez Scott Frybarger David Henry
(5) Irving (15) Irving (5) Irving (35) Irving (10) Irving
Keith Johme Bo Kelley Mason King Wade Lile Josh Lindsay
(35) Irving (40) Irving (5) Cleburne (5) Cleburne (5) Cleburne
Travis Lowe Serafin Lule Marco Martinez Edward McCrumb Billy McGaha
(15) Bridgeport (5) Irving (5) Irving (20) Victoria (20) Irving
18
Issue II 2019 Service Awards CONVERSATIONS
Donald Mills snoitasrevno6102TSUGUA/YLUJ
(15) San Antonio SEILIMAF RIEHT DNA SEEYOLPME TLOH ROF SWEN
Bill Plumley !netsiL eW ?kaepS elpoeP 952,1 nehW sneppaH
(40) Irving yevruS tnemegagnE eeyolpmE LBV 6102 eht fo stluseR
ew taht dalg m'I" ot srekrow-oc ruoy feihC/tnediserP eciV evitucexE
gnimoc era s'erots ruoy weiver sihT" ,dedda ,reciffO evitartsinimdA
a sa rehtegot etarbelec ,stluser tahw ,gnikrow si tahw wonk su stel yevrus gni
dna ,sesseccus si tI .degnahc eb ot sdeen tahw dna ,t'nsi
detaler ynapmoc fo eciov eht ot netsil ot su rof tnatropmi snoitazinagro gnimr
ecnatropmi eht ot rof snoitulos ssucsid tnemegagne eeyolp
ew tub – ytefas fo fo saera ".maet ruo no enoyreve fo enoN" :nosaer el
".tey ereht ton era saw kcabdeef fo cipot rojam A
.ytinutroppo ".su fo lla
desu sah ynapmoc ru
detroper seeyolpmE .noitacinummoc
?nalP noitcA eht si tahW gnigassem pihsredael erom gniviecer fo eciov eht rehtag
ot ecaps naht seitivitca erom evah eW desaB seulaV ruo naht lortnoc tsoc tuoba sraey eerht revo evah
yek lareves fo sweiver feirb era ereH .tsil ssel htiw dexiM .erutluc pihsredaeL
:spets noitca seeyolpme ,noitacinummoc tneuqerf desaB seulaV tne
Jason Morgan Dan Norris Neal Olenick emos gnilicnocer ytluciffid desserpxe
(35) Irving (20) San Antonio (25) San Antonio .seulav ruo htiw snoisiced rof dekrow evah I"
Jason Perkins,sdnert gnivorpmi yb dekram sA .1 rehto dna rallipretaC
nac dna srelaed taC
.su fo lla rof sucof tnatropmi na si ytefas seldnah TLOH yas
fo boj doog a od t'ndid ew ,ylbattergeR" naht retteb ytisrevid
eht desu ew woh gnitacinummoc suoiverp ym fo yna
",yevrus s'raey tsal morf noitamrofni ".sreyolpme
(15) North Dallassah trawetS ffeJ taht deticxe era eW
tsom eht no des
ytefaS fo rotceriD wen eht sa su denioj lativ si siht eveileb eW
dna ,eH .erutluC latnemnorivnE dna ,noisiV ruo htiw tne
eunitnoc lliw ,maet ytefas gniworg ruo tnediserP eciV roineS ,retxaB .K.J derahs
,saera tnemevorpmi yek no sucof ot dettimmocer evah eW" .selaS enihcaM .n
evah seeyolpme gnirusne gnidulcni fo eulav eht etacinummoc ot maet a sa morf tnemmoc yreve
gnicnahne ,sessecorp efas/gniloot reporp enoyreve peek dna kcabdeef eeyolpme evitucexE ,tloH .J rete
ytefas reep-ot-reep fo erutluc ruo yb decneulfni segnahc eht no etad ot pu emoS" .reganaM lare
taht spuorg gnizingocer dna ,gnihcaoc ".snoitseggus ruoy
.sroivaheb efas etartsnomed yltnetsisnoc yas t'nac yllaer I" lacoL ruoY t'nod snoinipo ri
ma I snoisiced eht .stluser eht ta skool
ytefas cificeps sserdda osla lliw yehT htiw denrecnoc maeT tnemeganaM tahw hcum yrev er
sa hcus ,yevrus eht ni deciov snrecnoc tnemngila ni t'nera dna )TML( ,rethciR tloH anniro
.erots gnivrI eht ta sksir ytiruces gnicuder seulav ruo htiw esirpretnE
ot dettimmoc era srosnops COE .2 niatrec m'I – licnuoC snoitarepO
rieht htiw yllaunna eciwt gniteem skniht ydobemos lliw rosnops )COE(
".ngila yeht dna uoy htiw rentrap
)egap kcab deunitnoc(
kcabworhT | neerG oG | nosreP gnitseretnI tsoM 4P .J reteP dna anniroC wonK ot teG 3P ytefaS 2P
sweN esirpretnE 11P seibaB TLOH 01P sweN lacoL 01-6P wonK ot sgnihT eerhT | owT fo elaT 5P
sdrawA ecivreS 51-31P ecneirepxE remotsuC 21P
Jeremy Posey Ken Powell Brent Roberts Trevor Sanvik
(10) Irving (50) San Antonio (5) Irving (5) San Antonio
Tony Shedrock Steve Skloss Jaylan Smith Alberto Torres
(25) San Antonio (25) San Antonio (30) Irving (5) Irving
HoltBabies
Gary Harrison, Product Support Sales Rep-
Longview, and his wife Chandi welcomed
granddaughter Maggie Lynne Pullen.
Maggie was born on March 9 to Gary’s
daughter Kayla and husband Chase.
Corinne Claire Neubauer was born
on March 19 to proud parents Nick
Neubauer, Product Support Sales Rep
PSD-Corpus Christi, and his wife Holly.
19
CONVERSATIONS Issue II 2019
JULY/AUGUST 2016 Procurement also collaborated with fleet (technical) and operations (users)
to develop and evaluate a competitive bid for the upfit of HOLT and Texas
onMveorvsinagtiHoOnLsT Toward SuccessfulNEWS FOR HOLT EMPLOYEES AND THEIR FAMILIES First Rental’s service beds. A HOLT team evaluated the proposals from a
qualitative perspective, including product and service quality, and support;
Happens When 1,259 People Speak? We Listen! and quantitative perspective, including cost savings, Total Recordable
Incident Rate, and lead time, to determine which suppliers provide the
Enterprise ProcurementResults of the 2016 VBL Employee Engagement Survey most overall value to the company.
Executive Vice President/Chief your co-workers to Other examples include:
Administrative Officer, added, "This review your store's "I'm glad that we • Collaborating with facilities (technical) and operations (users)
ng survey lets us know what is working, what results, celebrate are coming
to develop a competitive bid process for all locations’ janitorial
successes, and together as a needs, which streamlined the management of janitorial and finding
discuss solutions for company related a company to provide quality service and responsiveness at a
areas of to the importance competitive price.
opportunity. of safety – but we • In renewing leases for forklifts, we first updated needs and
ming organizations are not there yet." specifications, then worked with suppliers to obtain multiple layers of
loyee engagement discounts and more favorable terms and conditions.
• Consolidating supplier accounts, enabling all locations to take
What would it look like if you had more time to focus onereason:"Noneof advantage of the same discounted pricing, freight, and memberships
offered to the enterprise.
l of us." In 2019, the procurement focus will be on improving value in purchasing
products and services in the areas of compressed gases, service beds, wash
revenue-driven tasks, getting and keeping customers, versusrcompanyhasused racks and safety products. “We’re working toward intentional, informed
isn't, and what needs to be changed. It is and integrated decisions,” concluded Terran, “and the best is yet to come!”
important for us to listen to the voice of
everyone on our team."
A major topic of feedback was
communication. Employees reported
ather the voice of receiving more leadership messaging What is the Action Plan?
have over three years about cost control than our Values Based We have more activities than space to
dealing with the administrative process for a purchase?ntValuesBased
Leadership culture. Mixed with less list. Here are brief reviews of several key
frequent communication, employees action steps:
expressed difficulty reconciling some
decisions with our values.
"Regrettably, we didn't do a good job of
communicating how we used the
"I have worked for
Caterpillar and other
Cat dealers and can
say HOLT handles
Within HOLT, procuremen t is a relatively new area withindiversitybetterthan
information from last year's survey," 1. As marked by improving trends,
shared J.K. Baxter, Senior Vice President safety is an important focus for all of us.
Machine Sales. "We have recommitted We are excited that Jeff Stewart has
joined us as the new Director of Safety
and Environmental Culture. He, and
our growing safety team, will continue
to focus on key improvement areas,
any of my previous
finance. While there had been a purchase manager, there wereemployers."
d on the most as a team to communicate the value of including ensuring employees have
We believe this is vital employee feedback and keep everyone proper tooling/safe processes, enhancing
no controls or purchasing processes in place. Since mid-2017,entwithourVision, uptodateonthechangesinfluencedby our culture of peer-to-peer safety
. your suggestions." coaching, and recognizing groups that
"I really can't say consistently demonstrate safe behaviors.
the decisions I am They will also address specific safety
concerned with concerns voiced in the survey, such as
aren't in alignment reducing security risks at the Irving store.
with our values 2. EOC sponsors are committed to
very comment fromYour Local
Management Team – I'm certain
Terran Segura, Director of Procurement-San Antonio, has beenterJ.Holt,Executive(LMT) and
Enterprise
ral Manager. "SomeOperations Council
opinions don't
working to implement a professional procurement solutionooksattheresults.
e very much what (EOC) sponsor will somebody thinks meeting twice annually with their
to integrate and streamline purchasing processes, managerinnaHoltRichter, partnerwithyouand theyalign."
(continued back page)
P2 Safety P3 Get to Know Corinna and Peter J. P4 Most Interesting Person | Go Green | Throwback
P5 Tale of Two | Three Things to Know P6-10 Local News P10 HOLT Babies P11 Enterprise News
suppliers, and ultimately save money and time, allowingP12CustomerExperience P13-15ServiceAwards
managers to focus more on sales and service. Today, HOLT
managers have CODA, a standardized, automated and online
purchasing process.
“Procurement isn’t a top down function,” explained Terran.
“It only works through collaboration between users, technical,
and procurement. Someone determines a need, then the team
works to identify and validate the purchase, and procurement
engages a supplier. The team evaluates the proposal and
result and adjusts as necessary.” The cost savings come from
a consolidated process, leveraging larger purchases versus
a myriad of smaller ones across the enterprise, and move
managers into their real goal: growing the business.
“I don’t walk in the user’s shoes, and they don’t have the
procurement knowledge or data that I have to make those
decisions. Getting those together, you have a team to define the
need—the user, technical and procurement as the facilitator.
Together, this is how to decide what is the best for HOLT,” said
Terran.
The results can be amazing. In 2017, improved and centralized
procurement saved HOLT $1.06 million; in 2018 HOLT shaved
$752,000 from its expenditures. Examples provide the evidence
of the value of procurement and are equally impressive.
Environmental and Operations worked with procurement to
develop a request for proposal (RFP) package for HOLT’s
needs for removal of wash rack waste, parts washers, used
oil and other products and services for all locations. By
engaging with suppliers on behalf of HOLT, the team achieved
standardized reduced pricing and increased the quality of
service. This was a great example of how the collaboration
between environmental (technical), operations (users) and
procurement allowed the competition and engagement with a
higher quality, lower cost supplier.
20
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