The 2026 Playbook: Position Yourself for Success

The 2026 Playbook

The 2026 Playbook: 10 Questions Every MHEDA Member Should Ask

By Nicole Needles

MATERIAL HANDLING LEADERS face a rapidly evolving landscape shaped by technological advancements, shifting market dynamics and a pressing need for skilled talent. These challenges become especially relevant when preparing for a new year. To navigate and capitalize on opportunities in 2026, MHEDA members must plan strategically across three pillars: talent, technology and market expansion.

Talent: Building a Resilient Workforce

1. Are we proactively addressing the talent gap? The industry faces a significant shortage of skilled labor. Leaders must identify where recruitment, retention and workforce development efforts need strengthening. Addressing the talent gap maintains operational efficiency and avoids bottlenecks in warehouse, logistics and service operations.

2. Do we have a robust succession plan in place? Key roles in operations, sales and leadership require continuity to avoid disruptions. Evaluating succession planning prepares companies for retirements, promotions or unexpected departures, ensuring knowledge transfer and smooth business operations. This is critical for specialized roles where expertise is essential.

3. Are we investing in continuous training and development? Ongoing training keeps employees current with equipment, safety protocols and technology, boosting their ability to serve customers. Resources such as LinkedIn Learning, MHEDA’s LMS library, webinars, virtual events, live conferences and educational payback plans support employees so they can thrive.

Technology: Embracing Innovation

4. Have we assessed our current technology infrastructure? Operations rely on software, equipment and digital systems. Auditing existing systems identifies areas for improvement and ensures technology investments align with business objectives. This guarantees scalability, security and growth support.

5. Are we leveraging automation to enhance efficiency? Automation technologies like AMRs and robotic arms are revolutionizing operations. Integrating these tools can boost productivity and safety. Evaluating where automation provides ROI frees employees for higher value tasks.

6. Is our cybersecurity strategy up to date? Increased reliance on digital systems raises cyber risks. Robust cybersecurity measures protect sensitive data, operational systems and customer trust. Reviewing protocols is essential as ransomware attacks and supply chain disruptions continue to rise.

7. Are we exploring the potential of artificial intelligence? AI can optimize predictive maintenance, inventory management, warehouse layouts and demand forecasting. Exploring AI solutions provides a competitive edge.

Market Expansion: Seizing New Opportunities

8. Have we identified emerging markets for expansion? Global demand for material handling equipment is projected to grow (Grand View Research). Opportunities exist in new regions, industries or services. Targeting emerging markets diversifies revenue, reduces dependency on saturated ones and positions companies for future trends.

9. Are we adapting to changing customer expectations? Customers expect personalized solutions and seamless service. Adapting ensures satisfaction, strengthens relationships and prevents loss to more agile competitors.

10. Are we prepared for potential disruptions? While the future is unpredictable, contingency planning mitigates risks and ensures business continuity. Supply chain disruptions, economic volatility and natural disasters can dramatically impact operations. Proactive planning safeguards companies against uncertainty in 2026 and beyond.

Are You Ready?

By addressing these questions, MHEDA members can position themselves for success in 2026 and beyond. Focusing on talent development, technological innovation and market expansion enables companies to navigate industry complexities and seize emerging opportunities.

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Gene Marks

CPA, National Business Columnist, Author & Speaker

Gene Marks is a past columnist for both The New York Times and The Washington Post. Gene now writes regularly for The Hill, The Philadelphia Inquirer, Forbes, Entrepreneur, The Washington Times, and The Guardian. Gene is a best-selling author and has written 5 books on business management. Gene appears on Fox Business, MSNBC, as well as CBS Eye on the World with John Batchelor and SiriusXM’s Wharton Business Channel where he talks about the financial, economic and technology issues that affect business leaders today. Gene helps business owners, executives and managers understand the political, economic and technological trends that will affect their companies and provides actionable insights.

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