HOLT Conversations - Issue V - 2020

conversationsCONVERSATIONSJULY/AUGUST2016
NEWS FOR HOLT EMPLOYEES AND THEIR FAMILIES

N E W S F O R H O LT ® E M P L OY E E S A N D T H E I R FA M I L I E S

PandeWmhTiahcteHRNeaspoupltseOnofsbtWhseth2ae0n1c61lVe,2B5Lf9EomPrpelooLypeeleeaESndpgeaegareksm?heWnitpeSuLrPivsetryeong! ram

CongratDBuyilrDaecattnioorNonofrsTrirsta,oinintghe fourth andAEmxdemcouintisivstetrVartieicveecPOerfenfsiictdeercn, ato/dCdhheidoe,fr"Tthois f 18rySeovuairewncoy-Aowuornrkstteoorrsent'soio a"I'rmeglaad tnhaot wne -
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Survey. This allows 4
us to look for
statistical trends, diversity better than communicating how we used the joined us as the new Director of Safety
make critical any of my previous information from last year's survey,"
adjustments, and and Environmental Culture. He, and
shared J.K. Baxter, Senior Vice President our growing safety team, will continue
employers."

initiate changes based on the most Machine Sales. "We have recommitted to focus on key improvement areas,
as a team to communicate the value of including ensuring employees have
common feedback. We believe this is vital employee feedback and keep everyone proper tooling/safe processes, enhancing
to keeping in alignment with our Vision, up to date on the changes influenced by our culture of peer-to-peer safety
Values, and Mission. your suggestions." coaching, and recognizing groups that
"I really can't say
"We personally read every comment from Your Local the decisions I am consistently demonstrate safe behaviors.
the survey," stated Peter J. Holt, Executive Management Team concerned with They will also address specific safety
Vice President/General Manager. "Some (LMT) and aren't in alignment concerns voiced in the survey, such as
employees said their opinions don't Enterprise with our values reducing security risks at the Irving store.

matter and nobody looks at the results. Operations Council – I'm certain 2. EOC sponsors are committed to
The reality is we care very much what (EOC) sponsor will somebody thinks meeting twice annually with their
employees think." Corinna Holt Richter, partner with you and they align."
(continued back page)

INSIDE 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
THIS ISSUE P12 Customer Experience P13-15 Service Awards

Issue V 2020 Wishing You and Yours a Safe and
Happy Holiday Season!
INSIDE THIS ISSUE

P2-3 Safety News
P4-5 Features
P6-7 Local News
P8 Local News/Texas First Rentals
P9 Total Wellness
P10 Enterprise News
P11 Personnel

CONVERSATIONS Issue V 2020

Holiday SafetyJULY/AUGUST2016

onversationsStay Safe During the HolidaysNEWS FOR HOLT EMPLOYEES AND THEIR FAMILIES

Happens When 1,259 People Speak? We Listen!

Results of tTheh20e16CVBLOEmVploIyeDe E-n1gag9empenat Snurdveey mic has been stressful and isolating for many people.
Executive Vice President/Chief your co-workers to
Gatherings during the upcoming holidays can be an opportunity to reconnect withsurveyletsusknowwhatisworking,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

family and friends. This holiday season, consider how your holiday plans can beereason:"Noneof

l of us."
r company has used

modified to reduce the spread of COVID-19 to keep your friends, families, andatherthevoiceof
isn't, and what needs to be changed. It is What is the Action Plan?
important for us to listen to the voice of
everyone on our team."
A major topic of feedback was
communication. Employees reported
receiving more leadership messaging
about cost control than our Values Based
Leadership culture. Mixed with less
frequent communication, employees
have over three years

communities healthy and safe.ntValuesBased
We have more activities than space to
"I have worked for expressed difficulty reconciling some list. Here are brief reviews of several key
Caterpillar and other decisions with our values. action steps:
Cat dealers and can "Regrettably, we didn't do a good job of
say HOLT handles 1. As marked by improving trends,
diversity better than communicating how we used the safety is an important focus for all of us.
We are excited that Jeff Stewart has
joined us as the new Director of Safety
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,
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
ent with our Vision, 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.
very comment from Your Local the decisions I am They will also address specific safety
ter J. Holt, Executive Management Team concerned with concerns voiced in the survey, such as
ral Manager. "Some (LMT) and aren't in alignment reducing security risks at the Irving store.
opinions don't 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

Take Care of Yourself

Being away from family and friends during the holidays can be hard.
When you talk with your friends and family about plans, it’s okay if you
decide to stay home and remain apart from others.

Do What’s Best for Your Household

Doing what’s best for you includes eating healthy foods and getting enough sleep.
Take care of your body and stay active to lessen fatigue, anxiety, and sadness.

DO YOU HAVE A GREAT Spend Time with Those in Your Household
STORY IDEA FOR
CONVERSATIONS? Hard choices to be apart this year may mean that you can spend many more years with
your loved ones. Do what is best for your health and the health of your loved ones. This
Send story suggestions to year spend time with those in your own household.
[email protected]

Editorial Board:
Michelle Allen
Denise Herrera-Wieters

Writer: Shelley Galbraith
Design: Wall Media Designs

© 2020 HOLT CAT

2

Issue V 2020 Safety News CONVERSATIONS
snoitasrevno6102TSUGUA/YLUJ

to chance when we move quickly through
our activities without consideration for theSEILIMAF RIEHT DNA SEEYOLPME TLOH ROF SWEN
with the work. Remember,!netsiL eW ?kaepS elpoeP 952,1 nehW sneppaH
CHANCE IS NOT STRATEGY risks associated yevruS tnemegagnE eeyolpmE LBV 6102 eht fo stluseR

By Jeff Stewart, our successful performance over timeotsrekrow-ocruoy
Director of Safety & Environmental ew taht dalg m'I" s'erots ruoy weiver feihC/tnediserP eciV evitucexE
Culture sihT" ,dedda ,reciffO evitartsinimdA
gnimoc eraetarbelec ,stluser gni
a sa rehtegotdna ,sesseccus

doesn’t always mean we will continue to bedetalerynapmocrof snoitulos ssucsid
fo saera
ecnatropmi eht ot
ew tub – ytefas fo.ytinutroppo

successful when conditions change. Every".teyerehttonera
tahw ,gnikrow si tahw wonk su stel yevrus snoitazinagro gnimr
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

".maet ruo no enoyreve ".su fo lla
saw kcabdeef fo cipot rojam A
detroper seeyolpmE .noitacinummoc desu sah ynapmoc ru
gnigassem pihsredael erom gniviecer fo eciov eht rehtag
desaB seulaV ruo naht lortnoc tsoc tuoba
job deserves a risk assessment, so we are?nalPnoitcAehtsitahW sraey eerht revo evah
ot ecaps naht seitivitca erom evah eW desaB seulaV tne
ssel htiw dexiM .erutluc pihsredaeL
seeyolpme ,noitacinummoc tneuqerf rof dekrow evah I"
emos gnilicnocer ytluciffid desserpxe rehto dna rallipretaC
nac dna srelaed taC
.seulav ruo htiw snoisiced seldnah TLOH yas
fo boj doog a od t'ndid ew ,ylbattergeR" naht retteb ytisrevid
yek lareves fo sweiver feirb era ereH .tsil
:spets noitca

not taking chances on getting hurt. When,sdnertgnivorpmiybdekramsA .1
.su fo lla rof sucof tnatropmi na si ytefas

considering games of chance, statisticalsahtrawetSffeJtahtdeticxeeraeW
ytefaS fo rotceriD wen eht sa su denioj eht desu ew woh gnitacinummoc
",yevrus s'raey tsal morf noitamrofni
tendency seem to suggest that a “regressiondna,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
lativ si siht eveileb eW
to the mean” will occur, at a future pointevah seeyolpme gnirusne gnidulcni fo eulav eht etacinummoc ot maet a sa ,noisiV ruo htiw tne
gnicnahne ,sessecorp efas/gniloot reporp enoyreve peek dna kcabdeef eeyolpme .n
ytefas reep-ot-reep fo erutluc ruo yb decneulfni segnahc eht no etad ot pu morf tnemmoc yreve
taht spuorg gnizingocer dna ,gnihcaoc ".snoitseggus ruoy evitucexE ,tloH .J rete
How does the flip of a coin relate to safety? Are you still okay if that outcome impacts yas t'nac yllaer I" lacoL ruoY emoS" .reganaM lare
The history of coin flipping can be traced to your safety and health? Would you rely we will be closer to the mean or average.sroivahebefasetartsnomedyltnetsisnocma I snoisiced eht
the Roman Empire when the chance outcome on the probability that the coin will land ytefas cificeps sserdda osla lliw yehThtiw denrecnocmaeT tnemeganaM t'nod snoinipo ri
was thought to be an expression of divine in your favor every time, particularly sa hcus ,yevrus eht ni deciov snrecnoctnemngila ni t'neradna )TML(
will. At that time, coin flipping was known when two opposite outcomes are equally seulav ruo htiw esirpretnE
as navia aut caput (“ship or head”), as some likely? I imagine most of us would answer on further measurements. Similarly, our.erotsgnivrIehttasksirytirucesgnicuder
coins had a ship on one side and the head this question with a resounding NO! It’s safety decisions can also follow a parallelotdettimmocerasrosnopsCOE .2 .stluser eht ta skool
of the emperor on the other. Today, the coin preposterous to believe that anyone would rieht htiw yllaunna eciwt gniteem tahw hcum yrev er
flip is used for a variety of decisions like place themselves, or their life for that matter, )egap kcab deunitnoc( ,rethciR tloH anniro
which team receives the opening kick-off in in jeopardy over a flip of a coin. Probability niatrec m'I – licnuoC snoitarepO
a football game, which restaurant you may is unpredictable even when the statistical skniht ydobemos lliw rosnops )COE(
go to for dinner, or even which movie you likelihood of a coin landing on either side in dna uoy htiw rentrap
see with friends. Whatever the case, when a series of coin flips is exactly equal. ".ngila yeht
flipping the coin, we all accept that either
outcome will be fine. Though one outcome Time and time again, our injuries result digression, you may experience success inkcabworhT | neerG oG | nosreP gnitseretnI tsoM 4P .J reteP dna anniroC wonK ot teG 3P ytefaS 2P
may be less desirable it’s still fine, so we are from safety decisions that are made with as sweN esirpretnE 11P seibaB TLOH 01P sweN lacoL 01-6P wonK ot sgnihT eerhT | owT fo elaT 5P
generally okay taking the chance. much thoughtfulness as the flip of a coin.
We move our conscious decision-making sdrawA ecivreS 51-31P ecneirepxE remotsuC 21P

the short term performing a job task without

wearing the proper PPE but, eventually, we

move closer to the middle and an unfortunate

injury occurs. Personal safety can’t be taken

for granted!

Be aware of hazards and risks. Don’t
perform your work like you’re relying on a
flip of the coin to keep you safe. Understand
that there are eventually consequences for
disregarding standardized safety practices,
policy, and procedure, they may not always
be immediate but the probability over the
long term of failure is likely.

It’s Better to Give Safely

Gifts and toys should inspire joy, not cause injuries. More than a
quarter of a million children were seriously injured in toy-related
incidents in 2017. Avoid safety hazards while gifting with these tips
from the American Academy of Pediatrics and the U.S. Consumer
Product Safety Commission:

• Toys are age-rated for safety, not for children’s intellect and physical
ability, so be sure to choose toys in the correct age range.

• Choose toys for children under 3 that do not have small parts which
could be choking hazards.

• For children under 10, avoid toys that must be plugged into an
electrical outlet.

• Be cautious about toys that have button batteries or magnets, which
can be harmful or fatal if swallowed

• When giving scooters and other riding toys, give the gift of appropriate safety gear, too; helmets should be worn at all times
and they should be sized to fit.

To find out about holiday toy safety and recalls, check the U.S. Consumer Product Safety Commission website.

3

CONVERSATIONS Issue V 2020

FeaturesJULY/AUGUST2016

onversationsAustin LMT Continues Idea ChallengeNEWS FOR HOLT EMPLOYEES AND THEIR FAMILIES

Happens When 1,259 People Speak? We Listen!

Results of the 2016 VBL Employee Engagement Survey
In August, Austin’s LMT needed to support Here are the winners from another great
Executive Vice President/Chief your co-workers to Austin tradition: the chili cookoff:
review your store's "I'm glad that we counterclockwise from bottom: Daniel
results, celebrate are coming Torres, Field
ng Administrative Officer, added, "This Service Paving
Specialist 1, took
ming organizations the team during the hot summer days andsurveyletsusknowwhatisworking,what first place; Henry
loyee engagement successes, and together as a Garcia, Lead
e reason: "None of discuss solutions for company related Technician, took
l of us." areas of to the importance second place; and
r company has used opportunity. of safety – but we Jason Dennis,
ather the voice of isn't, and what needs to be changed. It is are not there yet." Parts Exchange
important for us to listen to the voice of Coordinator,
took third place.
the pandemic, and to give everyone a chanceeveryoneonourteam." Congratulations!

A major topic of feedback was
communication. Employees reported

to meet safely and talk about concerns.receivingmoreleadershipmessaging
What is the Action Plan?

have over three years about cost control than our Values Based
nt Values Based Leadership culture. Mixed with less

"I have worked for The result was a quick, inexpensive andfrequentcommunication,employees
Caterpillar and other We have more activities than space to
Cat dealers and can list. Here are brief reviews of several key
say HOLT handles action steps:
diversity better than expressed difficulty reconciling some
any of my previous
successful social with cold water anddecisionswithourvalues.
employers." 1. As marked by improving trends,
safety is an important focus for all of us.
"Regrettably, we didn't do a good job of We are excited that Jeff Stewart has
communicating how we used the

gatorade on a day when everyone couldinformation from last year's survey,"
joined us as the new Director of Safety
and Environmental Culture. He, and
shared J.K. Baxter, Senior Vice President our growing safety team, will continue
Machine Sales. "We have recommitted to focus on key improvement areas,
d on the most
be there. The team effort included, amongas 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
ent with our Vision, up to date on the changes influenced by our culture of peer-to-peer safety
. coaching, and recognizing groups that
very comment from consistently demonstrate safe behaviors.
ter J. Holt, Executive They will also address specific safety
ral Manager. "Some concerns voiced in the survey, such as
opinions don't reducing security risks at the Irving store.
others, Rosalee Martinez Young, DOFI,yoursuggestions."
"I really can't say
Your Local
the decisions I am
who purchased the drinks; Rachel Mota,(LMT)and
Management Team concerned with

aren't in alignment

Enterprise with our values
ooks at the results.

Customer Service Coordinator, whoeverymuchwhat
Operations Council – I'm certain 2. EOC sponsors are committed to
(EOC) sponsor will somebody thinks meeting twice annually with their
rinna Holt Richter, partner with you and they align."
(continued back page)
helped set up; and Rich Lawlor, ServiceP2 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
Manager; James Court, Regional SalesP12 Customer Experience P13-15 Service Awards

Manager; Rosemary Calvillo, HR Partner;

and Shantia Shaver, Parts Manager, who

handed out drinks.

Pandemic, continued from page 1 apply a unique leadership framework, which Small-group mentoring meetings with an
has defined the HOLT CAT culture for the established CEO to enable Fellows to gain
“Sharing Values-Based Leadership fits past 32 years,” Clumpner added. practical insight into the executive role
with HOLT’s longstanding heritage of while reducing isolation often associated
community involvement and investment,” The program is designed for nonprofit CEOs with the CEO role. This year, two CEO
noted Guy Clumpner, president of HOLT with less than five years’ tenure as well mentors were alums from the program.
Development Services, Inc. (HSDI). The as for senior leaders poised for executive
leadership program was created in 2016, leadership. It is intended to provide first- The executive leadership program started
through a partnership between the San time CEOs with the tools and resources they back in 2016 and has helped 73 executive
Antonio Area Foundation and HOLT CAT. need to successfully and confidently lead leaders build supervisory and leadership
Beginning in 2019, HOLT became the their organizations. It also helps prepare skills while strengthening their nonprofit
third, 3 year local corporate sponsor, which senior level managers for executive roles. skills. “Our program is so unique in the
enabled them to both fund and facilitate the way it builds up nonprofit CEOs and senior
learning. The 9-month program includes: managers, providing them great tools to
make them even stronger leaders,” said
The San Antonio Area Foundation Values-Based Leadership training to Sandie Palomo-Gonzalez, Ph.D, Learning &
manages and administers charitable build confidence in the ability to lead and Development Department facilitator at the
funds for individuals and organizations supervise staff, led by HDSI; Area Foundation.
in San Antonio and South Central Texas,
connecting charitable individuals, families, Nonprofit management training that “It’s all about outstanding education,
and businesses to nonprofits and student strengthens understanding of the technical mentorship and peer learning, empowering
scholars through over 500 funds and over aspects of running a nonprofit presented by them to take their organizations to a higher
$1B in assets. local experts from the academic, corporate level of performance,” she added.
and nonprofit sectors, led by the Area
“This integrated program offers area Foundation; and
executives with an opportunity to learn and

From the picture on page 1, 2020 Fellows include: Hamilton Barton, CEO, Pay it Forward; Angelica Cervantes, Chief Program Officer, Providence Place;
Sarah Coulombe, Chief Administrative Officer, Children’s Assoc for Max Potential; Lisa Cunningham, Executive Director, San Antonio Education Partnership;
Andrea Figueroa, Executive Director, Martinez Street Women’s Center; Tracey Fontenot, Co-Founder & Co-Exec Dir, Kinetic Kids; Sharon Krietzburg,
Executive Director, Project Angel Fares; Elaine Leahy, Development Manager, Blue Star Contemporary; Cara Magrane, Executive Director/Director of
Initiatives & Partnerships, Autism Lifeline Links/Kronkosky Foundation; The best is yet to come; Nadia Mavrakis, Executive Director/Bd Chair, Culturingua;
Rebecca Mayberry, Executive Director, San Antonio Pets Alive!; Kate Phipps, Director of Operations, Project MEND; Renee Polka, Development Officer,
University Health System Fdn; Kari Schroeder; Lauren Shepherd, Chief Residential Officer, SJRC Texas; Anne Spears, Development Officer, Episcopal
Diocese of West Texas; Alexandra van de Kamp, Executive Director, The Gemini Series, Inc.; and Kacey Wernli, Co-Executive Director, Kinetic Kids.

4

Issue V 2020 Features CONVERSATIONS

Wellness Tip: Alvin Thomas snoitasrevno6102TSUGUA/YLUJ
Exercise Brings Parts Manager-
Corpus Christi Tale of Two
Happiness 24 Years of Service SEILIMAF RIEHT DNA SEEYOLPME TLOH ROF SWEN

It’s true. Those who move have better Tommy Ramirez Here we have a tale of two; not so different from me or!netsiL eW ?kaepS elpoeP 952,1 nehW sneppaH
moods. And we all could use that right Inside Sales Rep. yevruS tnemegagnE eeyolpmE LBV 6102 eht fo stluseR
now at the darkest time of the year. Texas First Rentals
you. Look below and search for clues. Can you tell whoseotsrekrow-ocruoy
The mood benefits of just 20 minutes of Corpus Christi ew taht dalg m'I" s'erots ruoy weiver
exercise can last 12 hours, according to 5 Years of Service gnimoc era etarbelec ,stluser feihC/tnediserP eciV evitucexE gni
researchers at the University of Vermont. dna ,sesseccus sihT" ,dedda ,reciffO evitartsinimdA
Need more proof? Physically active tale is whose? Answers on page 6. asarehtegot tahw ,gnikrow si tahw wonk su stel yevrus
people are happier and more satisfied with detaler ynapmoc rof snoitulos ssucsid si tI .degnahc eb ot sdeen tahw dna ,t'nsi snoitazinagro gnimr
their lives. And there’s more. fo saera fo eciov eht ot netsil ot su rof tnatropmi tnemegagne eeyolp
ecnatropmi eht ot fo enoN" :nosaer el
+ Exercise increases endorphins and .ytinutroppo ".maet ruo no enoyreve
other feel-good brain chemicals. ew tub – ytefas fo saw kcabdeef fo cipot rojam A ".su fo lla
detroper seeyolpmE .noitacinummoc desu sah ynapmoc ru
+ It reduces levels of stress hormones ".tey ereht ton era gnigassem pihsredael erom gniviecer
cortisol and adrenaline in the body. 1) What is your favorite meal? ?nalP noitcA eht si tahW fo eciov eht rehtag

+ It is a proven remedy for both a) Hamburger patties on white riceot ecaps naht seitivitca erom evah eW desaB seulaV ruo naht lortnoc tsoc tuoba sraey eerht revo evah
depression and anxiety. yek lareves fo sweiver feirb era ereH .tsil ssel htiw dexiM .erutluc pihsredaeL desaB seulaV tne
:spets noitca seeyolpme ,noitacinummoc tneuqerf
According to the U.S. Department of rof dekrow evah I"
Health and Human Services, people who b) Seared ahi tuna ,sdnert gnivorpmi yb dekram sA .1 emos gnilicnocer ytluciffid desserpxe rehto dna rallipretaC
exercise for 30 to 60 minutes three to five .su fo lla rof sucof tnatropmi na si ytefas .seulav ruo htiw snoisiced nac dna srelaed taC
times a week get mental health benefits, seldnah TLOH yas
but even less can still make you feel good. sah trawetS ffeJ taht deticxe era eW fo boj doog a od t'ndid ew ,ylbattergeR" naht retteb ytisrevid
Research shows that even a short stroll ytefaS fo rotceriD wen eht sa su denioj eht desu ew woh gnitacinummoc
can improve mood. It may even help you ",yevrus s'raey tsal morf noitamrofni
sleep better, too, as long as you don’t tnediserP eciV roineS ,retxaB .K.J derahs
exercise too close to bedtime. dettimmocer evah eW" .selaS enihcaM
2) What is your favorite (current or all time) song?dna,eH.erutluClatnemnorivnEdna suoiverp ym fo yna
And, take it outside. Compared to eunitnoc lliw ,maet ytefas gniworg ruo ".sreyolpme
indoor workouts, outdoor fitness makes ,saera tnemevorpmi yek no sucof ot
us feel more revitalized, energetic, and evah seeyolpme gnirusne gnidulcni fo eulav eht etacinummoc ot maet a sa tsom eht no des
engaged as well as less tense, angry, and a) Bonecrusher - Soulhat gnicnahne ,sessecorp efas/gniloot reporp enoyreve peek dna kcabdeef eeyolpme lativ si siht eveileb eW
depressed. yb decneulfni segnahc eht no etad ot pu ,noisiV ruo htiw tne
ytefas reep-ot-reep fo erutluc ruo .n
So, no more excuses: just stand up taht spuorg gnizingocer dna ,gnihcaoc ".snoitseggus ruoy morf tnemmoc yreve
and go for a walk. Take some time for .sroivaheb efas etartsnomed yltnetsisnoc yas t'nac yllaer I" lacoL ruoY evitucexE ,tloH .J rete
yourself. Every little bit helps. You’re ma I snoisiced eht emoS" .reganaM lare
more likely to enjoy it if you consider b) Whisky Days - JB and the Moonshine BandytefascificepssserddaoslalliwyehT htiw denrecnoc maeT tnemeganaM
it a break, or a way to commune with sa hcus ,yevrus eht ni deciov snrecnoc tnemngila ni t'nera dna )TML( t'nod snoinipo ri
nature. Take some pictures and let .erots gnivrI eht ta sksir ytiruces gnicuder seulav ruo htiw esirpretnE .stluser eht ta skool
us know how it goes; send them to ot dettimmoc era srosnops COE .2 tahw hcum yrev er
[email protected] to be niatrec m'I – licnuoC snoitarepO
included in the next issue. 3) What is the last book you read/are reading?riehthtiwyllaunnaeciwtgniteem skniht ydobemos lliw rosnops )COE(

“An early morning walk is a blessing a) The Four Agreements )egap kcab deunitnoc( ".ngila yeht dna uoy htiw rentrap ,rethciR tloH anniro
for the whole day.”
kcabworhT | neerG oG | nosreP gnitseretnI tsoM 4P .J reteP dna anniroC wonK ot teG 3P ytefaS 2P
--Henry David Thoreau
b) 5 Dysfunctions of a Team 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

4) What is something that everyone should do at least
once in their life?

a) A large act of kindness with no recognition
b) Face a fear! Heights is still mine, but ziplining
between cliffs is something I’ll never forget.

5) What is an item on your bucket list?

a) Run at 5K or do a Spartan Race
b) Travel to Europe

6) What’s the best vacation you’ve been on?
a) Hawaii for my father-in-law’s birthday where I got
my first tattoo
b) RV trip all over Alaska

“The bAes Bs.tD.iHsolyt oefttentosaicd.o.. me.”

CBoengtChraeatfnuwilrahysotitciouphnefarisitnsnatoddonp2t:Whp-tAGioesIdNaeeparomhsamrrngaatoesiGIleCtctAoohhoiwnMneannzvtlplhHaeeaailnOrsengsgzdLeiase,TtsAn:[email protected]!aeetpr.scaSaoruatmpigoernarsvp?ihsoinr
See if you can find it!

5

CONVERSATIONS Local News Issue V 2020

JULY/AUGUST 2016 Ace Berry, son of Gary Gratitude
Killingsworth, PSSR-San
onversSaatnioAnnstonioNEWS FOR HOLT EMPLOYEES AND THEIR FAMILIES Antonio, and brother of Brant Emily Stieglitz, IT
Bush, IT Help Desk Support- Help Desk Support-San
Happens When 1,259 People Speak? We Listen! San Antonio, was one of 10 Antonio, says, “I am
Results of the 2016 VBL Employee Engagement Survey florists nationwide to be invited thankful for my cat!
to compete in HBO Max’s Full Her name is Lala, and
ng Executive Vice President/Chief your co-workers to "I'm glad that we Bloom, a competitive series she’s made my life very
Administrative Officer, added, "This review your store's are coming where florists bring their creative eventful.” Submitted by
ming organizations survey lets us know what is working, what results, celebrate together as a flowery visions to a ‘grueling Emily Stieglitz
loyee engagement isn't, and what needs to be changed. It is successes, and but gorgeous’ end. Ace has his
e reason: "None of important for us to listen to the voice of discuss solutions for company related own floral shop in Fulshear. The What are you
l of us." everyone on our team." areas of to the importance series launched in mid-November. thankful for?
r company has used opportunity. of safety – but we Submitted by Beki Hutchison Send us a line at
ather the voice of A major topic of feedback was are not there yet."
have over three years communication. Employees reported [email protected]
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

The San Antonio Business Journal has named Scott Bryan, Sales Representative-San Antonio,
and Chairman of the Board of Governors, Methodist Healthcare, as a 2020 Healthcare Hero. Scott
successfully led Methodist Healthcare through a period of unprecedented growth and achievement,
in some of its most challenging times. During the COVID-19 pandemic, he has had a daily call with
leaders throughout the organization, helped avoid employee furloughs and layoffs, and kept sufficient
supplies of personal protective equipment while producing good patient outcomes.

Scott said, “Not being a full-time health care professional myself, it has been challenging learning and

staying abreast of the intricacies of quality health care delivery. I have been fortunate to work alongside

many outstanding health care professionals, hospital administrators, physicians, nurses and fellow board

members to help me gain insight. I want to acknowledge and thank HOLT CAT and the

Holt family through their commitment to the community by allowing me the

flexibility in my job to be able to devote time to

Methodist Healthcare.”

Submitted by Edward Craner

Victoria

The City of Victoria hosted a reverse
parade on December 5th. Floats
lined up in the park while residents
drove by in their own vehicles to
enjoy them. HOLT employees in
on the fun were: Kari Bryan, Sales
Operation Supervisor-San Antonio;
Mike McKittrick, Service Manager
2-Victoria; Audy Snodgrass, Parts
Manager 3-Victoria; and Felipe
Ortiz, Machine Delivery & Demo
Coordinator-Victoria.
Submitted by Audy Snodgrass

Answers to Tale of Two on Page 5: 1. (a) Hamburger/rice (Tommy) (b) Tuna (Alvin); 2. (a) Soulhat (Alvin) (b) Whisky Days (Tommy); 3. (a) The Four Agreements (Alvin) (b) 5
Dysfunctions (Tommy); 4. (a) Large act (Alvin) (b) Face a fear (Tommy); 5. (a) Run a 5K (Tommy) (b) Travel to Europe (Alvin); 6. (a) Hawaii (Tommy) (b) RV in Alaska (Alvin)

6

Issue V 2020 Local News CONVERSATIONS

Fort Worth snoitasrevno6102TSUGUA/YLUJ
SEILIMAF RIEHT DNA SEEYOLPME TLOH ROF SWEN
Weldon Carter, Field Service Tech 5-Fort Worth, was heading home from a late service
call to customer Zachry Construction in early December when he stopped to help a motorist !netsiL eW ?kaepS elpoeP 952,1 nehW sneppaH
change a tire. See full story on page 10. Submitted by Lawrence Prince yevruS tnemegagnE eeyolpmE LBV 6102 eht fo stluseR

ew taht dalg m'I" ot srekrow-oc ruoy feihC/tnediserP eciV evitucexE gni
gnimoc era s'erots ruoy weiver sihT" ,dedda ,reciffO evitartsinimdA
a sa rehtegot tahw ,gnikrow si tahw wonk su stel yevrus snoitazinagro gnimr
etarbelec ,stluser si tI .degnahc eb ot sdeen tahw dna ,t'nsi tnemegagne eeyolp
detaler ynapmoc dna ,sesseccus fo eciov eht ot netsil ot su rof tnatropmi fo enoN" :nosaer el
ecnatropmi eht ot
ew tub – ytefas fo rof snoitulos ssucsid ".maet ruo no enoyreve ".su fo lla
".tey ereht ton era fo saera desu sah ynapmoc ru
saw kcabdeef fo cipot rojam A
.ytinutroppo detroper seeyolpmE .noitacinummoc fo eciov eht rehtag
gnigassem pihsredael erom gniviecer sraey eerht revo evah
?nalP noitcA eht si tahW desaB seulaV ruo naht lortnoc tsoc tuoba
ot ecaps naht seitivitca erom evah eW desaB seulaV tne
yek lareves fo sweiver feirb era ereH .tsil ssel htiw dexiM .erutluc pihsredaeL
seeyolpme ,noitacinummoc tneuqerf rof dekrow evah I"
:spets noitca emos gnilicnocer ytluciffid desserpxe rehto dna rallipretaC
,sdnert gnivorpmi yb dekram sA .1 nac dna srelaed taC
.su fo lla rof sucof tnatropmi na si ytefas .seulav ruo htiw snoisiced seldnah TLOH yas
sah trawetS ffeJ taht deticxe era eW naht retteb ytisrevid
ytefaS fo rotceriD wen eht sa su denioj fo boj doog a od t'ndid ew ,ylbattergeR" suoiverp ym fo yna
dna ,eH .erutluC latnemnorivnE dna eht desu ew woh gnitacinummoc
eunitnoc lliw ,maet ytefas gniworg ruo ",yevrus s'raey tsal morf noitamrofni ".sreyolpme
,saera tnemevorpmi yek no sucof ot tnediserP eciV roineS ,retxaB .K.J derahs
evah seeyolpme gnirusne gnidulcni dettimmocer evah eW" .selaS enihcaM tsom eht no des
gnicnahne ,sessecorp efas/gniloot reporp fo eulav eht etacinummoc ot maet a sa lativ si siht eveileb eW
enoyreve peek dna kcabdeef eeyolpme ,noisiV ruo htiw tne
ytefas reep-ot-reep fo erutluc ruo yb decneulfni segnahc eht no etad ot pu
taht spuorg gnizingocer dna ,gnihcaoc ".snoitseggus ruoy .n
.sroivaheb efas etartsnomed yltnetsisnoc yas t'nac yllaer I" morf tnemmoc yreve
lacoL ruoY evitucexE ,tloH .J rete
ytefas cificeps sserdda osla lliw yehT ma I snoisiced eht emoS" .reganaM lare
sa hcus ,yevrus eht ni deciov snrecnoc
.erots gnivrI eht ta sksir ytiruces gnicuder htiw denrecnoc maeT tnemeganaM t'nod snoinipo ri
dna )TML( .stluser eht ta skool
ot dettimmoc era srosnops COE .2 tnemngila ni t'nera tahw hcum yrev er
rieht htiw yllaunna eciwt gniteem ,rethciR tloH anniro
seulav ruo htiw esirpretnE
)egap kcab deunitnoc(
niatrec m'I – licnuoC snoitarepO
skniht ydobemos lliw rosnops )COE(
".ngila yeht dna uoy htiw rentrap

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

Austin

Austin Construction News published a photo of the veterans who work for HOLT CAT Austin in its November issue. This was a great
opportunity to highlight our employees in a positive way, and thank them for their service. Employees in the photo with branch of service
noted are as follows: top row left to right: Tony McGuire, Machine Application Specialist-USAF; Brandon Gaston, Service Supervisor-
USA, Allan O’Neil, Service Technician-USA. In the bottom row left to right are Adam Gonzales, Field Service Supervisor-USN; Shantia
Shaver, Parts Manager-USA; Richard Shaver, Service Technician-USMC/USA; Jason Dennis, Parts Exchange Coordinator-USAF; Tim
Rogers, Service Technician-USA; Darwin Bush, Service Technician-USMC; Benjamin Hryb, Technician-USA; Joe Haefner, Technician-
USA; Richard Lawlor, Service Manager-USA. Not pictured: Sherman Frazier, Field Service Technician-USMC; Jeff Howell, Sales
Representative-USA. Submitted by Richard Lawlor

7

CONVERSATIONS Local News Issue V 2020

onversationsJULY/AUGUST2016

Longview

NEWS FOR HOLT EMPLOYEES AND THEIR FAMILIES

Happens When 1,259 People Speak? We Listen!

Results of thAe 20h16uVgBLeEmtphloyaeenEnkgagyemoeunt Stuorveyour local HOLT CAT service team for contributing to the United Way

campaign. HOLT donated metal to local customer Longview Scrap, which built two amazingng
Executive Vice President/Chief your co-workers to
Administrative Officer, added, "This review your store's "I'm glad that we
survey lets us know what is working, what results, celebrate are coming
isn't, and what needs to be changed. It is successes, and together as a
important for us to listen to the voice of discuss solutions for company related
everyone on our team." areas of to the importance
A major topic of feedback was opportunity. of safety – but we
ming organizations are not there yet."

items to raffle. The Kilgore and Longview PSD, truck and machine locations sold raffle tickets,loyeeengagement

e reason: "None of

and raised an additional $1,340 for the United Way.lofus."
r company has used communication. Employees reported
ather the voice of receiving more leadership messaging What is the Action Plan?

about cost control than our Values Based
Leadership culture. Mixed with less
frequent communication, employees
have over three years

Tommy Covington, Lead Technician-Longview, pictured right, along with Donna Sharp fromntValuesBased
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

United Way picked the winning tickets: Ron Coe, Technical Communicator Sr.-Longview, wonCatdealersandcan

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

the smoker and an employee from Longview Scrap won the fire pit. Submitted by Longview LMTanyofmyprevious
employers." shared J.K. Baxter, Senior Vice President our growing safety team, will continue

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
very comment from "I really can't say consistently demonstrate safe behaviors. Corpus Christi
ter J. Holt, Executive Your Local They will also address specific safety
ral Manager. "Some the decisions I am concerns voiced in the survey, such as
opinions don't 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
(EOC) sponsor will somebody thinks meeting twice annually with their
e very much what
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 Frank Harding, Field Service Tech 4-Corpus Christi, pictured bottom
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 right, was the winner of the guess the weight of the turkey contest at the

store’s “First and Last Socially-distanced HOLT Thanksgiving.” 2020 has

been full of all things unconventional, and the Corpus Christi LMT decided

on an unconventional celebration. They noted, “If there’s anything 2020

has engrained in our minds as an LMT it is that we can adapt and rise to

meet any challenge and that most valuable asset at HOLT will always be the

people and the unity we share.”

Frank guessed 23 lbs., which was the closest guess to the actual weight
of the 23.96 lb. turkey without going over, and won a Cat cooler and the
turkey! Submitted by Emily Dodd

TEXAS FIRST RENTALS What differentiates Texas First Rentals from
CELEBRATES FIVE YEARS other rental companies is its training and
quality equipment. Employees learn the
By Don Myrick, product, technical and leadership training.
Sr. VP/GM, Texas First Rentals The training allows them to excel with
internal as well as external customers.
In 2014 HOLT’s executive team analyzed an 325 employees, and $375 million in our
opportunity in the market that was changing rental fleet. Texas First’s leadership team has “After careful consideration of our
from an owned approach to equipment to a more than 100 years of experience building customer’s needs, we decided to diversify
rental model. They developed a rent-to-rent on the HOLT name, the Cat brand, and a our rental market through the addition of
business structure to support an aggressive value-based culture which provides the our trench safety division. In this business,
business model in direct response to this catalyst for success. we’ll rent steel and aluminum trench boxes,
change. aluminum build a box, vertical shores, road
Texas First delivers services to markets plates, and testing equipment,” says Texas
Texas First Rentals opened its first two ranging from small contractor tools, air First Rentals Vice President of Sales, Matt
locations in May 2015; by the end of 2015, compressors, generators, small to midsized Hopper. “It made sense for us to move into
Texas First had opened seven facilities in the excavators, track skid steers, wheel loaders, this space because of the close ties with our
HOLT Cat territory. and a host of other products to support the customers. Trench safety operations can
contractor’s needs. Each member of our team reduce the risk of worksite hazards.”
The following year four additional locations at each location makes this possible.
opened. Today Texas First has 21 locations, While fast growth has been a response to the
market, it can only work with the right mix
of ingredients. A solid strategy, with a great
structure, a focused process, and most of all,
our fantastic people complete the ingredients
for success.

8

Issue V 2020 Total Wellness CONVERSATIONS

NEW YEAR, NEW YOU WITH snoitasrevno6102TSUGUA/YLUJ
TOTAL WELLNESS
You now have great options! EmployeesSEILIMAF RIEHT DNA SEEYOLPME TLOH ROF SWEN
By Cindy Stein,
Director of Total Wellness and dependents on a H!neOtsiLL TeWm?kaeedpSicelapolePp9l5a2n,1 nehW sneppaH
have access to great rateyesvru.SMtnemeemgagbnEeeerysolphmEaLvBVe6102 eht fo stluseR

unlimited access to 9,500+ fitness locations.otsrekrow-ocruoy
ew taht dalg m'I" s'erots ruoy weiver
gnimoc era feihC/tnediserP eciV evitucexE gni
sihT" ,dedda ,reciffO evitartsinimdA
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a sa rehtegotdna ,sesseccus snoitazinagro gnimr
rof snoitulos ssucsid tnemegagne eeyolp
detaler ynapmoc fo enoN" :nosaer el
fo saera
There is a one-time $25 enrollment fee andecnatropmiehtot.ytinutroppo ".su fo lla
desu sah ynapmoc ru
ew tub – ytefas fo

a low monthly charge per member. You".teyerehttonera
si tI .degnahc eb ot sdeen tahw dna ,t'nsi
fo eciov eht ot netsil ot su rof tnatropmi

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saw kcabdeef fo cipot rojam A
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have the option to choose from different?nalPnoitcAehtsitahW
ot ecaps naht seitivitca erom evah eW
yek lareves fo sweiver feirb era ereH .tsil
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ssel htiw dexiM .erutluc pihsredaeL desaB seulaV tne
seeyolpme ,noitacinummoc tneuqerf
emos gnilicnocer ytluciffid desserpxe

.seulav ruo htiw snoisiced
plans. Some of the participating fitness:spetsnoitca rof dekrow evah I"
,sdnert gnivorpmi yb dekram sA .1 rehto dna rallipretaC
.su fo lla rof sucof tnatropmi na si ytefas nac dna srelaed taC
centers include Planet Fitness, Gold’s Gym,sah trawetS ffeJ taht deticxe era eW fo boj doog a od t'ndid ew ,ylbattergeR" seldnah TLOH yas
ytefaS fo rotceriD wen eht sa su denioj eht desu ew woh gnitacinummoc naht retteb ytisrevid
",yevrus s'raey tsal morf noitamrofni suoiverp ym fo yna
dna ,eH .erutluC latnemnorivnE dna
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,saera tnemevorpmi yek no sucof ot dettimmocer evah eW" .selaS enihcaM ".sreyolpme
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ytefas reep-ot-reep fo erutluc ruo .n
taht spuorg gnizingocer dna ,gnihcaoc
morf tnemmoc yreve
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ytefas cificeps sserdda osla lliw yehT emoS" .reganaM lare
sa hcus ,yevrus eht ni deciov snrecnoc
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new fitness center membership plan..erotsgnivrIehttasksirytirucesgnicuder
".snoitseggus ruoy
yas t'nac yllaer I"
lacoL ruoY
ma I snoisiced eht

With the holidays wrapping up, now is a improve your physical and mental health. htiw denrecnoc maeT tnemeganaM
great time to start thinking about those New dna )TML(
Year’s resolutions. Most often, we tend to Enrollment Dates: January 11 – 22 tnemngila ni t'nera
focus on our physical wellness. Whether Class Start Date: February 8
it’s engaging in physical activity, eating Enrollment details coming soon! seulav ruo htiw esirpretnE
healthier, or even cutting back on tobacco,
Total Wellness has several programs and Workouts and Recipes - The HOLT Total ot dettimmoc era srosnops COE .2 niatrec m'I – licnuoC snoitarepO .stluser eht ta skool
resources that can help you get on track with Wellness portal was created to provide you skniht ydobemos lliw rosnops )COE(
your New Year’s resolutions. with an inspiring place to help you eat, Tobacco Cessation - Quit tobacco todayriehthtiwyllaunnaeciwtgniteem tahw hcum yrev er
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Naturally Slim – Give yourself some grace take advantage of the amazing resources ".ngila yeht dna uoy htiw rentrap ,rethciR tloH anniro
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Naturally Slim. They’re setting clinically- workouts, articles, trackers and challenges. with support from BCBS and OptumRx!kcabworhT | neerG oG | nosreP gnitseretnI tsoM 4P .J reteP dna anniroC wonK ot teG 3P ytefaS 2P
proven resolutions every day to move Get started by signing in if you have sweN esirpretnE 11P seibaB TLOH 01P sweN lacoL 01-6P wonK ot sgnihT eerhT | owT fo elaT 5P
more, sleep better, and stress less. HOLT is created a profile or join now! Visit www. sdrawA ecivreS 51-31P ecneirepxE remotsuC 21P
giving you the opportunity at no cost, with HoltTotalWellness.com.
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For questions or more information on
resources, please reach out to us at
[email protected].

HOLT Manufacturing Video Wins National Award

The Association of Marketing and Communication
Professionals awarded the HOLT Manufacturing
Brand Overview video a coveted Award of
Excellence, its highest award category. The video,
filmed in part by Steve Huedepohl, Multimedia
Communications Manager-San Antonio, was
produced by Estate Four for HOLT Manufacturing.

Since 1994 the Videographer Awards is one of the
most coveted awards in the video industry. The goal
of the awards is to identify and recognize the artisans
who excel in the scope of their own environment.
The Award of Excellence is awarded to those projects
the judges deemed were written, produced, shot, and
edited in an exceptional manner. Approximately 13
percent of the entries win this award. View the video
at https://vimeo.com/425352172.
Submitted by Joe Carreon

9

CONVERSATIONS Enterprise News Issue V 2020

onversationsJULY/AUGUST2016 The formula:
NEWS FOR HOLT EMPLOYEES AND THEIR FAMILIES A LOOK AT FORT WORTH → Documented and Repeatable Process
→ Clearly Defined Roles and Responsibility
Happens When 1,259 People Speak? We Listen! → Customer and Operational Notations in

Results of the 2016 VBL Employee Engagement Survey RETAIL PRODUCT SUPPORT: Scheduler
PART 3 → Team Communication and Collaboration
ng Executive Vice President/Chief your co-workers to "I'm glad that we → Engaging with Customers at drop-off and
ming organizations Administrative Officer, added, "This review your store's are coming
loyee engagement survey lets us know what is working, what results, celebrate together as a pick up
e reason: "None of isn't, and what needs to be changed. It is successes, and → Team Ownership of the Outcome!
l of us." important for us to listen to the voice of discuss solutions for company related
everyone on our team." areas of to the importance And, the outcomes are telling:
A major topic of feedback was opportunity. of safety – but we → Final Inspection Process - Reduced Re-
are not there yet."
work 39%
r company has used communication. Employees reported What is the Action Plan? → Bundle Package - 100% Attainment
ather the voice of receiving more leadership messaging We have more activities than space to → Up-Sell/Cross-Sell - $14,519 Incremental
have over three years about cost control than our Values Based list. Here are brief reviews of several key By Denise Herrera-Wieters,
nt Values Based Leadership culture. Mixed with less action steps: Director of Marketing-MarCom & Dollars in one month
frequent communication, employees 1. As marked by improving trends,
"I have worked for expressed difficulty reconciling some safety is an important focus for all of us. Lessons to share with future locations:
Caterpillar and other decisions with our values. We are excited that Jeff Stewart has → Be Bold – strive to differentiate your
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 service model
diversity better than information from last year's survey," → Right People in Right Roles – skills and
shared J.K. Baxter, Senior Vice President
any of my previous Machine Sales. "We have recommitted and Environmental Culture. He, and Customer Experience buy-in
employers." as a team to communicate the value of our growing safety team, will continue → Stick to the Process – difficult at first
employee feedback and keep everyone to focus on key improvement areas,
d on the most up to date on the changes influenced by including ensuring employees have however, doing so avoids lost dollars,
We believe this is vital proper tooling/safe processes, enhancing delays and disappointments
ent with our Vision, our culture of peer-to-peer safety → Scheduler Documentation – if it’s not in
. your suggestions." the system, it did not happen!
"I really can't say coaching, and recognizing groups that → Daily Huddles – focus on the process and
the decisions I am consistently demonstrate safe behaviors. execution, collaboration is key
concerned with They will also address specific safety → Weekly Accountability – process and
aren't in alignment concerns voiced in the survey, such as results review
with our values reducing security risks at the Irving store. → Customer Presentation – key to selling
very comment from the bundle package and up-sell/cross-sell
ter J. Holt, Executive
The next steps are to roll out the RPSO in
We’ve been talking about our Fort WorthralManager."Some Cleburne and San Antonio in 2021.

opinions don't
Your Local that of larger traditional customers. Engage
Management Team
(LMT) and
Enterprise
ooks at the results.

Retail Product Support Offering (RPSO),everymuchwhat
Operations Council – I'm certain 2. EOC sponsors are committed to with retail customers in a manner that
(EOC) sponsor will somebody thinks meeting twice annually with their
rinna Holt Richter, partner with you and they align."
(continued back page)
an initiative to meet and exceed the serviceP2 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 recognizes their needs and expectations and

expectations of our retail customers. In theP12 Customer Experience P13-15 Service Awards allows HOLT to effectively and consistently

last issue of Conversations, we described the execute.

Bundle Package for Compact Construction Business Value: The Cat Retail Customer
Equipment (CCE) Shop Service charges, Opportunity for parts and service is 7,400
which was designed to eliminate confusion machines and approximately $60M annually;
for internal and external customers. The and, increase employee productivity and
$399 flat cost for machine washing, satisfaction.
troubleshooting, quoting and Cat Inspect is

working successfully as part of our pilot. Now, the results - what’s working and

Now, in Part 3, we share our results as our winning in Fort Worth. Our team says it’s the

pilot comes to an end. documented and repeatable process that has

First, a refresher on the project. been implemented. Kerry White, Customer
Service Coordinator-Fort Worth, and Lee

Business Goal: Design a unique business Bertram, Shop Supervisor 3, report the

process and approach to serve the needs of ability to re-visit the processes and clearly

the retail customer as well as win and retain defined roles helps them to stay on course.

profitable market share. “It’s starting to become routine for the whole

Business Objective: Differentiate the HOLT team and that keeps us on track to stay the

value proposition for retail customers from course,” Bertram stated.

High 5 Hero Values In Action Safety Matters

Charles Newcomb, Parts Counter Sales Weldon Carter, Field Service Tech Spotted doing the right thing: Adolfo
2-Corpus Christi, recently achieved 100 5-Fort Worth, was heading home in early Cuellar, Used Equipment Sales Rep-
promoter surveys through our Caterpillar December when he noticed a stranded San Antonio, and Joe Martinez, Sales
transactional program administered by the motorist on the side of the road with a flat Representative-San Antonio, were both
Daniel Group. Charles is only the second tire. He took the time to stop and help, spotted wearing their masks while entering
employee to receive such recognition and through conversation he learned that a building. Thank you for doing your part
in our organization! He received a $250 the man was from Singapore, in Texas to keep everyone safe!
award. participating in a pilot training program
at the local Joint Reserve Base. Weldon Remember to layer your protections: Wear
Congratulations, Charles! helped change the tire so that the motorist a Mask, Practice Safe Six, Wash your
could be safely on his way. Hands. Together we can slow the spread of
COVID-19.
Thank you, Weldon, for your kindness.

10

Issue V 2020 Personnel CONVERSATIONS

Retirees Charles Collins Values insnAcotiitoansrevno6102TSUGUA/YLUJ
36 Years SEILIMAF RIEHT DNA SEEYOLPME TLOH ROF SWEN
James Medaris
51 Years Pictured left, Charlie is a 36 year veteran Solving customer issues for their heavy!netsiL eW ?kaepS elpoeP 952,1 nehW sneppaH
who began his career in February 1984 in the yevruS tnemegagnE eeyolpmE LBV 6102 eht fo stluseR
James began his employment at HOLT Waco Service Department. He has worked
with the Irving service department in as a shop and field service technician and on rental machines is a priority at HOLT.otsrekrow-ocruoy
August 1969. During the first 8 years both first and second shifts. feihC/tnediserP eciV evitucexE
he worked as a Shop Technician and Over the years Charlie was promoted ew taht dalg m'I"s'erots ruoy weiver
was promoted in 1977 to a field service through all technician levels to his current gnimoc eraetarbelec ,stluser
technician. In 1985, he transitioned position is Shop Service Technician 6 in the dna ,sesseccus
back to the shop as leadman and had component rebuild area for the Waco Machine A QR code decal and a Monday.comasarehtegot
responsibilities for machine inspections, Division Service Department. Charles holds detaler ynapmocrof snoitulos ssucsid
yard technicians and the paint shop an Associate’s Degree from Texas State ecnatropmi eht otfo saera
scheduling. When James retired in June Technical College in heavy equipment repair. ew tub – ytefas fo
2020 he was a Shop Service Technician We wish him a happy retirement and thank .ytinutroppo
5. Congratulations, James, on your him for years of service to HOLT. board have made it easier to accomplish.".teyerehttonera
retirement, and thank you for your sihT" ,dedda ,reciffO evitartsinimdA gni
dedication to HOLT. tahw ,gnikrow si tahw wonk su stel yevrus snoitazinagro gnimr
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

".maet ruo no enoyreve ".su fo lla
saw kcabdeef fo cipot rojam A
Marketing along with Jason Doan, Vice?nalPnoitcAehtsitahW
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
President Heavy Rental & Sales-SanyeklarevesfosweiverfeirberaereH.tsil sraey eerht revo evah
:spets noitca desaB seulaV tne
ssel htiw dexiM .erutluc pihsredaeL
seeyolpme ,noitacinummoc tneuqerf rof dekrow evah I"
emos gnilicnocer ytluciffid desserpxe rehto dna rallipretaC
.seulav ruo htiw snoisiced nac dna srelaed taC
seldnah TLOH yas
fo boj doog a od t'ndid ew ,ylbattergeR" naht retteb ytisrevid
Antonio, and Douglas Latham, Rental,sdnertgnivorpmiybdekramsA .1 suoiverp ym fo yna
.su fo lla rof sucof tnatropmi na si ytefas
sah trawetS ffeJ taht deticxe era eW ".sreyolpme
Operations Manager-San Antonio,ytefaS fo rotceriD wen eht sa su denioj eht desu ew woh gnitacinummoc
dna ,eH .erutluC latnemnorivnE dna ",yevrus s'raey tsal morf noitamrofni
eunitnoc lliw ,maet ytefas gniworg ruotnediserP eciV roineS ,retxaB .K.J derahs
dettimmocer evah eW" .selaS enihcaM
fo eulav eht etacinummoc ot maet a sa
enoyreve peek dna kcabdeef eeyolpme
implemented a process where a decal on,saeratnemevorpmiyeknosucofot tsom eht no des
evah seeyolpme gnirusne gnidulcni lativ si siht eveileb eW
gnicnahne ,sessecorp efas/gniloot reporp ,noisiV ruo htiw tne
yb decneulfni segnahc eht no etad ot pu
ytefas reep-ot-reep fo erutluc ruo .n
taht spuorg gnizingocer dna ,gnihcaoc morf tnemmoc yreve
evitucexE ,tloH .J rete
heavy rental machines allows a customer.sroivahebefasetartsnomedyltnetsisnoc emoS" .reganaM lare
ytefas cificeps sserdda osla lliw yehT
sa hcus ,yevrus eht ni deciov snrecnoc t'nod snoinipo ri

to contact us via toll free number or a.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

QR code. The call is routed to the HOLTotdettimmocerasrosnopsCOE .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(

CAT’s Rental Operations Team wherekcabworhT | 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

the customer’s information is collectedsdrawA ecivreS 51-31P ecneirepxE remotsuC 21P

and loaded into the Heavy Rentals Field

Service Request board in Monday.com.

This alerts the appropriate field service

location immediately a customer’s

machine is down and needs assistance. Or,

the customer can use the QR code which

sends them to a form to fill out that also

alerts service. William Bordelon, Vice

President-Service, is working with all to

monitor the effectiveness and speed of

resolution. In some instances, we’ve seen

service respond to customers in minutes.

And, service is all about messaging and

keeping those who need to know informed.

Desma Norris, Field Service Supervisor

2, is a power user of the Monday.com

Heavy Rents Service board and ensures

College Intern, in Irving. everyone is updated and in the know.
Christian Vasquez is now Parts
Warehouse Clerk 2, previously Parts Thank you team for leading in technology
Warehouse Clerk 1, in Irving.
Daniel Maldonado Lopez is now Shop and delivering the legendary service our
Service Technician 1, previously Service
Intern, in Irving. customers have come to rely on!
Darhyl Eubank is now Used Equipment
Congratulations to the following employees Sales Representative, previously Sales Shalimar Moore is now Used Equipment
who received a promotion during the Coordinator 1, in Irving West Sales Representative, previously Shop
month of October! Thank you for your John Torres is now Lead Technician, Supervisor 3, in Irving West.
hard work and dedication. All promotions previously Shop Service Technician 3, in Steven Frederick is now Shop Service
can be found on the Intranet under Support San Antonio. Technician 2, previously Shop Service
Services>Human Resources>Employee Justin Gollinger is now Maintenance Technician 1, in Irving.
Announcements. Solutions Supervisor, previously Vehicle Toni Brown is now Customer Service
Fleet Administrator, in San Antonio . Coordinator, previously Parts Clerk/Cashier
Abigail Johnson is now Customer Service Karissa Freeman is now Product Support 2, in Waco.
Coordinator, previously Director of First Sales Representative, previously Financial William Mcmillen is now Shop Service
impressions 1, in Irving. Marketing Representative 2, in Georgetown. Technician 4, previously Shop Service
Brenda Ceniceros is now Financial Technician 3, in Fort Worth.
Marketing Representative 1, previously Zack Gidney is now Haul Truck Driver 3,
previously Haul Truck Driver 4, in Irving.

11

CONVERSATIONS Issue V 2020

onversationsJULY/AUGUST2016 “I give because I want to leave the world a better place than how I
found it. I want to impact people’s lives in a positive way and not just
From the Irving LMT on Giving with my charming personality. On my worst days I have always been
able to see the light at the end of the tunnel when I have been a more
NEWS FOR HOLT EMPLOYEES AND THEIR FAMILIES selfless human being.”
“I give to the United Way because I have always felt very fortunate
Happens When 1,259 People Speak? We Listen! and blessed to work for a company like HOLT, which truly puts their
employees first. Secondly, United Way is one of the few organizations
ResultsTof thhei2s01y6 eVBaL rEmhploayese EbngeageemnenitnSutrveeyresting and challenging in many that really makes sure that the money we give goes to the organization
or group we choose.”
Executive Vice President/Chief your co-workers to
ways. We have learned a lot about ourselves and about us asng
Administrative Officer, added, "This review your store's "I'm glad that we
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."

a company. When times are tough we put others first. HOLTloyeeengagement

e reason: "None of
l of us."

cares about the communities that we work and live in. Now isrcompanyhasused
isn't, and what needs to be changed. It is What is the Action Plan?
important for us to listen to the voice of We have more activities than space to
everyone on our team." list. Here are brief reviews of several key
A major topic of feedback was
communication. Employees reported
receiving more leadership messaging
about cost control than our Values Based
Leadership culture. Mixed with less
ather the voice of
have over three years

a time where we can make a significant impact and help thosentValuesBased
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
joined us as the new Director of Safety
"I have worked for

in need. The Irving leadership wanted to share the reasons thatCaterpillarandother

Cat dealers and can
say HOLT handles

they give.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."

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

“I give because people experience difficult challenges andWebelievethisisvital
ent with our Vision,
.

need a hand up. I am fortunate in that I have the opportunityverycommentfrom

ter J. Holt, Executive
ral Manager. "Some

to help.”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
(EOC) sponsor will somebody thinks meeting twice annually with their
e very much what
(continued back page)
“I choose to give because I believe we have all faced somerinnaHoltRichter, partnerwithyouand theyalign."

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

form of adversity. Support from others is what allows us toP12CustomerExperience P13-15ServiceAwards

overcome challenges and become stronger. We all receive

the benefits of a stronger community and must celebrate the

importance of a giving culture. United Way is the best way to

reach those most in need and see their agencies putting our

contributions to work.”

“I’ve had so many employees over the years seeking help
when a family member is ill or loses employment, an elderly
parent needs care, an emergency disaster (fire of home), or
children struggling in school, and they just don’t know where
to turn. The 211 United Way number offers solutions for so
many and has multiple programs available.”

“I know my gift is truly going to help those in the communities
in which we work and live.”

“I give because I feel that each of us at HOLT are fortunate
enough to receive blessings that many others have never
known. Listening to our hearts and sharing those blessings
with others is the right thing to do.”

“I give because I think of the people that have fallen on hard
times by no fault of their own. I am blessed to work for such
an awesome company.”

12