EW 015 – How An Executive Medical Can Help Senior Leaders Win – with Dale Plett, Business Manager for Unlimited Medical Centres

Gordon Sheppard (00:01.294)
Dale, welcome to the show.

Dale Plett (00:04.014)
Thanks for having me, Gord.

Gordon Sheppard (00:05.56)
Well, I'm thrilled to have you here because this is gonna be such a unique episode that's gonna be a game changer for so many leaders that are listening to it. I had a chance to meet you at a Chamber of Commerce event and learn about this little, just one part of your business. I know there's so many parts to what you do, but the one piece that I learned is gonna have a massive, massive impact. But I'm not gonna give the whole thing away just yet because I think a lot of people here are gonna wanna know kind of who you are and the company that you work for. So start us out and tell us who you are.

Dale Plett (00:26.508)
Ha ha ha.

Gordon Sheppard (00:34.102)
and a little bit about yourself and then the company that you work for.

Dale Plett (00:37.708)
Yeah, so I'm a, I guess, an entrepreneur at heart. So I've done a lot of different things in my lifetime. I've owned a couple businesses. I've also general managed a couple larger piling businesses. And I enjoy business. I enjoy helping people. I think that's the crux of it is that I really enjoy helping people. And so a friend of mine, he called out and said, hey, Dale, do you want to...

You want to help me grow my clinic that I founded?" And I said, I'd love to. And he goes, perfect. We need someone who can know their way around occupational health. And that kind of led into also some other offerings that are kind of neat.

Gordon Sheppard (01:23.714)
You know, it's remarkable having spent even just a bit of time with you to know about your business advisory acumen that you're bringing to the situation because you've been in so many different environments. We could run a couple hour podcast just on hearing about all the wonderful things that you've done for so many different businesses. But the fact that this medical clinic at this time has the luck to have you involved in your role, tell me about the clinic itself and then the role that you're playing currently in the clinic.

Dale Plett (01:53.442)
Yeah, so the clinic is kind of a general practice clinic. So we have family doctors and that's a big question that I always get asked is like, do you have room for our family? And unfortunately we don't work, we're kind of full. But we have that side and then we also have three doctors that practice occupational health and they help businesses out with injury treatment, also preventing hiring people that you don't want to necessarily have in your organization.

And then basically, the way I describe it is anywhere you can think of medicine kind of maybe intersecting with business, that's kind of where we are. And that fortunately for me was like my resume kind of caters to that because I've helped one of the companies that I general manage go through the core process. And so I kind of know what companies are looking for in their occupational medicine, as well as what may be in

employees are hoping for is and managers are hoping for out of out of that relationship. So it was a good fit that way. And yeah, did I answer your question fully there?

Gordon Sheppard (02:59.832)
Well, yeah, absolutely. You're in the zone there. And for the people that don't know the core process, this is sort of a higher level that companies get to in terms of their occupational health and safety internally at companies. And the folks that practice at that core level, the fact that you're able to bring this organization, you know, that kind of acumen and along with the clients that are coming through, how nice to have been on sort of both sides of that main issue. What's the name of the clinic? And again, just the title of your role at this time.

Dale Plett (03:26.434)
Yeah, so the clinic's name is Unlimited Medical Clinic. We have a kind of subsidiary to that, which is kind of the legal entity that holds the occupational side, and that's Unlimited Occupational Health Centre. But for the most part, everybody just knows this as Unlimited Medical. And my title there is Business Development Manager. So I'm the one that's waving my hand up high saying, hey, you've probably, have you heard of us?

And if they haven't heard of us, then telling them kind of what we do.

Gordon Sheppard (03:57.179)
Well, and hopefully more people after this interview have heard of you for the right reasons, because part of why we're talking today is there's a way that you help executives to win. That's very unique. And I'm wondering if you can start me off with kind of the title of what that is and maybe kind of explain what it is and why Unlimited Medical does it. Go ahead.

Dale Plett (04:17.07)
Yeah, so I think, I don't know, most execs are pretty busy just running businesses and doing their regular day-to-day thing. And those days often, I was there, like I know, they drag out. Sometimes it's 40 hours, very rarely it's 40 hours. Most of the time it's 60, 70, sometimes 80. It all depends where you're, maybe where your spouse is at in terms of.

tapping you on the shoulder and say, don't forget about us kind of thing. But yeah, so I guess where it kind of came from is that we know that there's people that are executives that are kind of getting more progressed in age as they go through it and sometimes have either neglected their health or forgotten about it as their schedule doesn't really allow.

I know I was a sucker for not. My wife would often be saying sorry about that. Forgot to turn my.

stop that from happening. Sorry, Gordon, hopefully you can edit that out.

Gordon Sheppard (05:26.98)
Yep, we'll get to it. so you were in a position where you actually experienced that and your wife said something.

Dale Plett (05:32.94)
Yeah, so like, I, I before getting before being an executive, I was I was pretty hands on like I was hands on kind of operations manager, I'd be out in the field, I'd be in in at my desk and, and you burn a certain amount of calories when you when you do that. But then when you when you transition to just sitting behind the desk all day, and staring at that computer and coming home late, your health kind of takes a toll and I

I don't think I really realized that until I was looking at a picture of myself and I was like, I don't remember my dad being at that pool party with my kids. And then, wait, wait a second. That's actually me. And even until I joined this clinic, I didn't know that there was an offering for executives. And so I was able to kind of join with Heather and Dave to kind of make a

make an executive medical for our clinic that would be true to who we were as a clinic and some of the core values that we hold. so that was something that was pretty exciting to be able to do. then, yeah, and a big win that came out of that was kind of going through that process with, so Dr. Dave is our medical director. He's an ER physician by trade. And he was one of the founders. He wanted to do something different than

and have his family life be messed up with an ER schedule kind of thing. And then Heather Parzlo, she's one of our other founders and she has managed clinics, large scale, local privately owned clinics. And her and Dave kind of had this vision of what they wanted to provide.

Dave is a very, if you know him, he's a very helpful guy. He just wants to be really helpful. He's great at medicine and he wanted to have something that kind of showed that compassion. But he's like, Dale, like, I also don't want it to be overwhelming. I don't want to just do all of this testing and then have it be overwhelming. So can we make something kind of simple for that? And a big win that we had was when we, mean, of course we've first got some people through that new day where

Dale Plett (07:56.92)
knew us or knew the clinic and said, we'd like to have you look at our health kind of thing. When our first kind of off the street person like that, they found us either on Google or somewhere and they did it. And then I followed up with them and said, hey, how did you find that? And he's like, I actually found it fun. I'm surprised I'm saying that, but I found it fun. And so we kind of broke that down a little bit with him to see why he found it fun. And it was the simplicity and the care and the compassion.

And he felt like he was walking away, feeling empowered to do something about his health and not feeling like I've got these nine different things that are all out of whack and what do I do? And, that type of thing. So.

Gordon Sheppard (08:37.986)
Isn't that remarkable? So you join this organization at this time, you run into Dr. Dave and your other colleague, you put together a custom executive medical that instead of being overwhelming, meets the need of the people that you are trying to serve in a way that they can actually absorb it and do something about it. And I'm just so glad that we're here to talk about it now as I jump into, you know, the regular part, the anatomy of a win that I kind of bring to these conversations to kind of break it down for people, because I just think it's so important.

to imagine as a senior leader to maybe have this as an option for consideration in keeping yourself. I'm always 360 when I'm coaching leaders. It's never just about the work issues. It's always about, I've actually had a leader say to me, oh God, I'm back in the gym. Cause I was bugging him about, I was bugging him and saying, hey, listen, you're not in good shape here to, you you can't keep emotional control if you're not sort of, you know, all those things that kind of go together. So this is a big part to bolt into really thinking about 360 leadership.

So you've created the executive medical. And if we jump into it now and talk about the anatomy of win being, you know, what is the strategy, the work plan, the people, the operations and results behind the way that you help executives win? What's the strategy behind it? And I'm going to say there's some values in there that come from you and Dr. Dave and your team. There's something about that. There's something about wanting to put this offering out there from a medical clinic point of view. There's something in there. Any highlights from the strategy to actually put an executive medical together?

Dale Plett (10:05.998)
Yeah, I think some of it came about kind of as we were marketing for it, Dave and I did a podcast and I said, like, let's just take the top 10, like men's health and then women's health topics, like the things that you frequently get asked when you're caring for someone that's kind of in that age group from 40 to 60, but they work a lot, they're kind of a high performing person. Like, what does that look like?

kind of just going through those questions and realizing just how, because I'm non-medical, I'm from an engineering background, right? So I think of the body as components. My kids are always bugging me like, dad, you're not a doctor, can't do that. And I'm like, well, but I know that there's a bone and there's ligaments and there's muscles and, know, and, but going through some of the common health things like ED or different things like that, that kind of plague

people in this kind of age demographic or men in this age demographic and just realizing how interwoven that is with just holistic health. And that it's, you know, we pick on our testosterone levels, oh, that's because I'm getting older and I'm, know, so we pick on that and then, hey, what's the downside of like doing too much testosterone or can you do it improperly? And so we kind of unpacked that in a podcast. As I was asking, I was in...

I was in your shoes, Gordon, was asking Dave and he was like telling me this stuff and I was like, holy crap, like this is all just related to how interwoven like our health is as a whole. And if we're just driven and we're only business focused, then we're probably leaving something out that we kind of don't realize. And so one of the things that we tried to do in the executive health was put a number on it.

And I I and I hounded Dave. I was like, hey, I'm going to build you a table, but tell me what order to put this stuff in and like where it is. And so we kind of broke down 17 body systems and broke it down into a hierarchy of like, hey, what is what is and so I know I'm kind of getting onto the app operational side of things here a little bit gourd, but on the strategy side, it was like, hey, executives are good at numbers. They're good at they're good at dealing with.

Dale Plett (12:29.934)
data on a high level, like flying that plane above the field and saying, this is where we need to go. So taking that strategy and applying it to help and saying, hey, if you knew that you were 625 out of 1300, but more importantly, if we put that on a bar graph and we showed that here's your kind of continuum of health, this side is green over here, this side on this side is red. And if it's red, means

you've probably got things that are impacting your daily life that are part of your health and it's kind of bad. And if it's in the yellow, that means things are either around the corner or you're starting to be affected by your health a little bit. And you don't want like, if you're in the green, great, just stay in the green. We want to help you stay there. And if you're in the yellow, we want to help push you towards the green because unfortunately when you get into the red, a lot of the preventative stuff you can't.

you lose the ability to be, and it's like kind of like business that way, right? Like you can't.

Gordon Sheppard (13:31.355)
Yeah, and I'll just jump in there and say you developed a graphical interface that represents these 17 areas that executives need to be thinking about. And you've given it to them in a way they can absorb the way an executive typically wants to absorb things quickly with some data. And so it's been oriented. And that's really interesting because I think you and Dr. Dave, how nice to combine those minds. I mean, there's other ways that, you know, medical practitioners can deliver this information, whether we hear, you know, BMI or these typical.

Dale Plett (13:58.904)
And we shouldn't leave Heather out of it either, because Heather's influential. And she was like, Dave and Dale, can't do that. We can do this. These are the things that clinics can do in this time frame. And she was really instrumental in keeping that time piece down to something that executives can stomach. yeah.

Gordon Sheppard (14:00.953)
Well, no.

Gordon Sheppard (14:17.434)
Well, thanks for that reminder. So then we can hear three minds coming together again to make it better. And you're also iterating. What a nice entrepreneurial way to go about it. So instead of just sort of putting together a program and putting it out there, you're getting feedback from people. You've got your own lived experience bringing it into the situation and you're getting it into a way that's very digestible. And I know it was very easy for you to say, we have this bar graph and it's red and green.

Dale Plett (14:21.528)
Totally, yep.

Dale Plett (14:40.557)
Yeah.

Gordon Sheppard (14:40.576)
And again, we're not doing it visually here. I'm not sure which we'll figure out a way for the audience to get access to some sort of example of that in your end, because I know it's in some of your promotional material. Just that idea to describe for the audience, if there was one measurement on the bar graph that I needed to know was red or green, what's a typical one that people pay attention to?

Dale Plett (14:59.438)
So like one, well, I think it's like health. It's not quite as simple as that. they're, you know, so what we do is we take, we do. So one of the things that you have to steer clear of when you're offering private, private medicine is, to not call, you can't be calling things private medicine, right? So AHS is going to be like, Hey, you can't do that. That's private medicine you're offering. We're not looking to replace the family doctor. I want to make that really clear.

Gordon Sheppard (15:05.593)
Okay.

Dale Plett (15:29.09)
we're there to do a suite of testing that we've standardized to, because we know this is kind of the age demographic and also the work demographic that is going to struggle in these areas. So we've done things like put together some kidney testing in there, put together some PSA. So there isn't one thing on that bar that is going to alert you to anything other than that. your score is kind of, it's just going to be like kind of that

litmus test of like, I knew my health was suffering a bit, but I didn't know it was suffering that much. Or, hey, you know what? I'm doing a little bit better than I thought it was. thought that maybe, you know, cause it's one of, one of those things when you're kind of avoiding going to the doctor or you don't go to the doctor enough, it's kind of like, um, I'm not going to look and it, won't be as bad as what I think it might, it might be, or it could be. Um, so just kind of ripping that bandaid off and, and so looking at that, at that bar,

Obviously you don't want to be in the red. means you already know you've got some issues. You know what I mean?

Gordon Sheppard (16:28.986)
So I've got it. So we've got the bar and it's putting together a variety of inputs that gives them a graphical interface to kind of know if they're on track or not. And I'm sure recommendations come out of it in terms of what their next steps are as they kind of go forward. Customized through three genius minds, plus the other people in your clinic, I'm sure as we kind of pull all things together and it sounds like you've got that right team together. You're not all like-minded. You know, we've got engineer background and whatever business coach background in there. And we've got your doctor background and then we've got

Dale Plett (16:45.704)
Hahaha

Gordon Sheppard (16:58.458)
operational components going in there to make kind of a best case scenario that is really going to benefit executives that kind of get involved in this process to start looking after their health. Well, that's great. So we look back then at the strategy. We can hear some of those components around these 17 areas, pulling the minds together, knowing to get that customized package that they're actually going to do something with on the way out, making it fun, because you've actually got the feedback to make it fun. So that's how we're working into the strategy side. Sounds like that's working out very well in terms of what you wanted to do. Anytime we have a strategy,

we need a work plan. And so you actually have to get someone to take this executive medical and from start to finish, what are some of the highlights in the kind of the work plan once they say, yep, I'm going to sign up and do it.

Dale Plett (17:40.61)
Yeah, so I think at the core of this is that health score kind of comes into play because we're taking a look at the body systems there and that's data that we're putting. So those are like lab tests and you might see those kind of typically in kind of a like just as a table with your doctor or something like that. Maybe the doctor will go through that briefly with you, but we really try to like boil that down. So by having the score associated with it.

it helps frame it even for Dr. Kirschner as he's going through. He's looking at that table and saying, oh, their BMI is their highest problem. They scored a 50 out of 400. Well, how can we make that practical to this person? Because they've probably been hounded on it by themselves or wives, like maybe their other doctor. at the end, one of them

The nice things about this is that you get an hour of time with Dr. Dave. So it's a full hour and we try to set it up so that it's in the morning. There's no interruptions. It's not running from room to room. He's just there present with you going through this stuff and, and, then setting up a smart goal. So being specific, measurable, and having an accountability partner. That's not your wife. It can't be your wife. It's just, it just doesn't work. But, and then

recording what you're going to do with that. Like how are you going to record it? How are you going to track it? And I know those are a lot of the things Gord that you probably work with companies on is that these things, it's great to say, I'm going to work on my weight. But it's a different thing to say, no, let's be specific about this. Like you're going to lose five pounds.

Gordon Sheppard (19:25.358)
Yeah, think somewhere in my notes, somewhere in my personal notes, think run the New York Marathon, but that might've been about 30 years ago. So I still haven't run that marathon just yet. And I think it maybe takes a little bit more than writing it down on a piece of paper. So I'm glad to hear a little bit about, so we got that strategy piece, the work plan, and I'm just gonna make it very practical. If I sign up, does it take 30 days to run all the tests and have this hour with the doctor? Like what's the timeframe from, what can executive expect? Can I get it done in a week? Can I get it done in three months? How long does it take?

Dale Plett (19:31.104)
Yeah.

Dale Plett (19:53.518)
That's a great question. often we're usually able to kind of book it within two to four weeks, depending on what there's partners that we need in this process as well. do some advanced imagery and stuff like that. So we have to make sure that their schedule allows what we try to do is we try to align it so that we can get all of the lab testing and imaging done in about an hour to maybe two hours at one location a week.

prior to the physical. So that's a little bit backwards than your normal visit to your family doctor. Because usually it's you see your family doctor, he orders this stuff, you go and you start to see the time slipping away there, right? whereas we set it up first, hey, we're gonna get you the standard suite of tests. It's gonna be a lot of tests. However, we're gonna fit it into an hour. A week later, you're gonna have an hour.

hour and half to two hours at our clinic where you're going to see it's mostly going to be Dr. Dave. There's going to be a little bit of we're going to do some audio testing and a few other things just on site before you see Dr. Dave. And then it's just going to be looking at your health. And then as you kind of walk out the door, our team in the background is working on your report to give it to you so that you don't have to remember everything that happened in that timeframe. And I mean, it's going to be easy enough for you to digest.

because we try to set it up like a dashboard. The reason things are configured in your car is you want to know when your tank is getting empty. So we do the same thing with your lab results. We put it on, hey, this is the zone that you want it in and your bar is either in that zone or outside of that zone. And you're to walk away with Dr. Kirshner making a note of all of the things that are kind of below ideal or above ideal.

And there's going to be like kind of a letter to you on that stuff. But then there's also going to be all of that information so that if your wife says, hey, no, no, no, you never show me anything about this stuff. And you can just say, OK, here it is or that type of

Gordon Sheppard (22:02.894)
And they've got this dashboard again, which executives are kind of used to. So I'm gonna say, I'm hearing within a couple of weeks, I can go bumper to bumper essentially on all the different elements of my health very, very thoroughly, including an hour long session with the doctor that's done with sounding like a lot of empathy towards helping these people to optimize where they're gonna be at going forward. Cause again, and it's funny, I remember

with my own family doctor having that moment where they had to go to one issue per visit. And it was funny because years earlier, she could take, you you just describe all the different things going on and if there was whatever things that, but I remember that moment where she had to stop and go, I'm sorry, you're getting into another issue. You have to book another appointment. So this is one of those ones where it's a very thorough approach. It's done. I'm going to say everything wraps up within a month or probably sooner if you need to get it done right away. I really enjoyed also learning that

Dale Plett (22:34.872)
Great.

Gordon Sheppard (22:54.284)
some of the origin story for this type of executive medical approach being, know, maybe you're gonna be a partner in a law firm or maybe you're gonna be the CEO of the company or whatever. This might be an incentive for some of those people to think about going above and beyond their regular medical scenario that they're used to and getting into this type of situation that we're describing. So we heard the strategy, we've heard some of the work plan. There's people involved and we've heard a lot about the people. There's sort of three.

key players in sort of your area, along with the other people that support your team at your clinic. And we've heard some of their attitudes and that kind of thing. If you had to describe the attitude of the people taking this executive medical as participants in this, what are they like at the beginning? And what are they like when it's done? Now we heard sort of an outcome story, but what are they like before they get started? Are they excited to get jabbed and poked and X-rayed and all that sort of stuff, or what's going on?

Dale Plett (23:46.918)
Well, I'd say we have probably three different types. We've got the executives that have done it before. They've maybe done it as part of their HSA plan or a program that they have in their company. So they've done it before. They've experienced it before. They usually come in just, you know, I'm gonna check off this box that I did this thing.

And then they usually leave with a little bit more of a smile than they expected. Then there's the type that...

They're new to it and maybe they've heard of it through me or from one of my associates. And they're kind of not sure what to expect. They're going to try it kind of thing. And then there's the already have acute pain or some type of health concern. And then they're kind of hoping or wishing that this is some way around the system. And those are the ones that I usually try to manage the expectations really clearly. Like we are not going to be...

your family doctor, can't be your family doctor. and I think, I think that's an important one is like, even as a summary, often Dave will, will put in there, Hey, these are the things that, that need to be looked into. and, and they're going to be looked at with your family doctor and yourself kind of thing. And putting that, that notes in there. because I think I don't want to have people have this expectation of like, we're going to come there and then it's going to make my, you know, health perfect or whatever.

I mean, we're still all a stakeholder in our own health, right?

Gordon Sheppard (25:27.552)
So it's assessment and recommendations is what it is and that's sort of what your that's that's all your family doctor can do for you anyway because somewhere in there you have to take agency and and kind of make sure you actually execute on on some of those things. So we've heard the strategy the work plan talked a little bit about the people again the people that created it on your end and then also we've learned a little bit about the attitudes of some of the different types of executives that kind of go through it. The four-step is operationally and I do I do mean to kind of get into it a little bit and pick out highlights from the executive medical itself so again I've signed up.

Dale Plett (25:30.222)
Totally, yeah.

Gordon Sheppard (25:56.991)
And there's a, sorry, just before we get in, there is a cost to this. Is that correct? Can you explain the cost?

Dale Plett (26:00.78)
Yeah, yeah, there is a cost to it.

Yeah, well, it's an HSA, like so most HSA programs will allow you to kind of expense it through a health spending account or something like that. Or some benefits even will pick them up. But it's usually classified under a private medical kind of cost. And it's preventative medicine. It's very important that it's known as that. And so some of the advantages of that, well, I'll just tell you what the cost is.

It's $17.50. That's the cost for doing this whole suite of tests. That's probably a suite of tests that if your family doctor would try to do it through AHS, AHS would be like, whoa, what's going on here? Why are you doing this? And they may give your doctor some grief about, you might do one. And then they're like, no, you're cut off. You can't do that for everybody. Because it's a fairly thorough test. It's going through a bunch of things that you may not even think that you need.

like a test on diabetes. But Dr. Dave, he's told me many times, like type 2 diabetes is the hardest thing to find if you don't know that it's there. Because there's no other symptoms that are going to show that you're, it's basically, you at risk for it? And is your BMI in the range? Is your age in the range? Are your sugar habits in the range kind of thing?

Gordon Sheppard (27:29.018)
Absolutely. so again, you jumped us into the cost and sort of ways to get it kind of paid for. We know that it's preventative medicine. We know that it's done in conjunction with your family doctor as sort of the best practice aspect of this. And that leads us into some of the highlights from it. So you just, mentioned a few things along the way. It could be BMI, could be testing for diabetes. What are some of the highlights about why this is one of the best ways to go from a preventative medicine point of view? Take me through some of-

the high, I don't need, we don't have time for the whole thing, but what are some of the highlights that you're finding that executives are drawn towards and benefiting from this very thorough approach to doing their executive medical?

Dale Plett (28:01.102)
Sure, yeah.

Dale Plett (28:11.854)
Well, we'll see things like people have some concerns about their health, maybe because of family history or something like that. And so they're really focused on that item. And so they come in and we do the test and that isn't a big alarm or something like that. But then they actually find out something else. Like, hey, it comes out that, hey, I haven't been sleeping that well. And actually that has led to these other health problems that I didn't even know that I had that.

I do now I know I have to get that sleep thing. We have to work on that kind of thing. Whether that's going off to a sleep referral, referral off to a sleep clinic or something like that. you know, there's, there's something practical that comes from it. and so I think those are some of the highlights that we see or even just finding out like, okay, yeah, like you're, this is not a health concern currently, but

Yeah, maybe you're right. Maybe we should be screening for this in the future and just navigating them through the right way to do that. Yeah, does that answer? Yeah.

Gordon Sheppard (29:14.692)
Yeah, I love it. And what's happening again, again, if we broke it all down, I'm sure they can go to your website or talk to you to get the full meal deal. But again, it's just testing. I'm gonna say testing as many things as possible and are relevant. Maybe even some things that you didn't even know you needed to get tested. But because of Dr. Dave's experience, wanting to know that everything has been possibly covered and probably nice to get in your bar chart, kind of get greens as many as you can, although.

What's lucky is by being this thorough, we're gonna find out where some of them, I'm gonna say the negative or the red parts are as we kind of go forward once that information comes out. And again, for folks wanna, you know, the ability to get your website and get in touch with you to find out the exact details of what's involved, basically we can say it's very thorough, but again, the benefits being that folks are gonna discover things that they may not have been, you know, even needing to know that they were gonna discover it. Again, differentiating from...

what they would go through in a typical medical checkup type setting. Great, so we've gone through the strategy, the work plan, the people, the operations. Finally, there's results. And maybe just dig us in a little bit again. We're gonna get this score. You and Dr. and Heather came together to create a unique scoring scenario and maybe just tell us what the total score is. And I think we're gonna accept somewhere in there. They've got some math behind it.

Dale Plett (30:28.214)
And Heather, Yep.

Gordon Sheppard (30:39.79)
come up with that score? What's the total, like if I'm win sort of thing, do I get 2,000 or what's that? And explain the scoring system to me so that, again, an executive can know, of anticipate what that dashboard's gonna look like.

Dale Plett (30:52.27)
Yeah, so basically the scoring is out of 1300. I think the lowest that I've seen is in the high 500s and the highest that I've seen I think is around 1100. So here's to all you competitive types out there if you want to if you want to promo use wins as your promo and we'll give you a little bit off the amount. But if you want to go set a new high or just see where you you land up.

I think the person that scored the lowest, were a little bit shocked. And they're like, no, it can't be that bad. But it's all weighted. There's 40 different parameters. And basically, was me, Dave and I, just hashing back and forth. was like, OK, what happens when this number is this low? Well, should it really be this score then? Shouldn't it be this score? And we kind of

We wrote it in, it's now all coded into that table that we just type in a number and it's very unbiased. Like it's not us looking at someone's body and making a judgment on them. It's just us putting numbers into a spreadsheet that auto calculates for us the score based on the numbers that we've put in there. So you don't have to worry about maybe favoritism.

Gordon Sheppard (32:17.006)
Yeah, there you go. So I've got some objective things in there. And what's nice is because it's a combined score, it gives me a good feel and gives me something to work towards. Again, no 1300s have walked through the office just yet. so, but that possibility of saying, what range am I at? How can I deal with this at this moment in time? This is for people that really wanna take care of themselves. Is that fair? Or is it also for people that just need to be made aware? Is it everybody? Like, who's it for?

Dale Plett (32:28.65)
Yeah.

Dale Plett (32:43.842)
I think it's for people that want to perform at their best. mean, most of us who get to the executive level, we're a little bit competitive and we want to win. And the best way to keep winning is to be at the top of your game. you know, I now I have a 19 year old son. played ball hockey with my 19 year old son and I cannot keep up to him. I feel like I'm in okay shape, but, you know, I can't turn back.

all the time all that way. But I can kind of be the best though. So I try to go for runs and stuff like that just so that can, you know, keep up enough with him that I can play on the same team for as long as possible. And I think even, you know, learning what I've learned in medicine about how holistic health is, if you're stressed to the max, it's going to have a toll on your body. If your body is breaking down,

Gordon Sheppard (33:39.076)
Well, and I, in the word.

Dale Plett (33:41.824)
it's going to have a toll on your mental health and your stress level because you're going to be stressed about it. So it's just trying to keep everything in check. Sorry, I cut you off there.

Gordon Sheppard (33:52.951)
No, no, not at all. I'm completely, I'm glad you finished that thought. It's just so important because I know that a lot of the leaders that I deal with, certainly on the coaching side is they'll just say, I have no time. don't have time. I don't have time. And I always smile when they say that. And suddenly they've got a day a week back, you by the time I'm done with them in a couple sessions, they've got a day a week back in their lives because simply they were focused on maybe the things that weren't the most important. But this health part is critical for their ability. don't, we can't talk about

conflict management without understanding are you regulating your own emotional state and what's happening and do you physically do you have things kind of locked in that that simple thing of like are you getting enough sleep but in this case you're giving them an objective feedback component that will contribute to them being able to walk down that rabbit hole to figure that out and so as we look at leaders and for me it's always about organizational optimization and so but the leaders are the key drivers of that.

And can they have this be a part of their leadership journey that they've just done it to a thorough level where they know they're optimized in what they're bringing to work every day by going through a process like this. I think it's a real benefit for them, but not just for them, for their leadership team and hopefully for their whole organization when they're making the clearest, you know, they're in the position to make the clearest possible decisions because they've taken care of this part of things as well. If you have to just kind of summarize, put a bow on it, is there, you mentioned a client earlier who said they're, you know,

coming into it and then they said it was kind of fun at the end. Is there an example like that where you can kind of say, you know, put a summary on that about why you feel so strongly about putting this out in the marketplace and maybe just give us that bow that we can put on this whole interview.

Dale Plett (35:34.338)
Yeah, I think the biggest takeaway that I have from it is just, I mean, I've been there before where I've been challenged by a leadership coach and he said this thing and I noticed that I didn't feel like that was true. I think it was about me being fun outside of work, but then kind of being the taskmaster when it came to work. And he's like, you mentioned that you feel like you have to be that way. Why do you feel like you have to be that way? And...

I would say it goes, it just goes back to like, Hey, if you're cheating on your sleep, like you're just not, you're not sleeping properly and you think it's not affecting you. come take, come take this test and see if it, cause it, cause we, we find that it shows up in, in other places in your health and, it's, and it kind of sneaks up on you or Hey, you're, you're self-medicating. You don't sleep that well. So you take a couple of drinks before, before bed and you think that it's not really doing any, any harm, but then.

we might see that on your liver score or we might see it on your kidney score or you know what I mean? Like these things are affecting you in ways that you didn't realize and I'm not trying to scare anybody. I'm just saying, hey, isn't it better to kind of know that before it's a problem?

Gordon Sheppard (36:48.09)
It makes so much sense. And again, the leaders are responsible for all the people that report to them. So if you're the business owner, you are the executive, they've got teams and tiers below them in the sort of, you whatever it is, dozens, hundreds, thousands of employees. So again, learning about this type of option where it's at a leader level. This strikes me as a leader level approach to health, which is why I was just so excited to have you on to explain it.

So glad to hear about the people in behind the 1300 score that you've cooked up that I'm sure people are gonna wanna know more about because it's kind of your unique approach to it. But the benefit again to the leaders that would go through this to know that they're on the right track. And then the benefits in my case is like continue that theme, they're gonna benefit their teams and their entire organizations. It certainly fits in really well with why I kind of get this podcast out in the world so that people can learn about it.

Dale Plett (37:21.333)
Hahaha

Gordon Sheppard (37:42.798)
Can't say enough about appreciating how much that you've taken the time to come on here and share this story. Dale, thank you so much for being on the show.

Dale Plett (37:49.73)
Yeah, thanks for having me, Gord. I love hearing what you do as well and I listen to a few of your podcasts as well and I think it's kind of neat how you have a really nice formula for helping people win and succeed. So if I can help you help people, I'm happy to do

Gordon Sheppard (38:07.706)
Thank you so much.

Dale Plett (38:09.646)
All right, take care.