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BMGT 245- Customer Service Lanny Wilke

BMGT 245- Customer Service Lanny Wilke. Today, we’ll Focus on “Purpose” and Making Our Organization ETDBW

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Page 1: BMGT 245- Customer Service Lanny Wilke. Today, we’ll Focus on “Purpose” and Making Our Organization ETDBW

BMGT 245- Customer Service

Lanny Wilke

Page 2: BMGT 245- Customer Service Lanny Wilke. Today, we’ll Focus on “Purpose” and Making Our Organization ETDBW

Today, we’ll Focus on “Purpose” and Making Our

Organization ETDBW.

Page 3: BMGT 245- Customer Service Lanny Wilke. Today, we’ll Focus on “Purpose” and Making Our Organization ETDBW

Imperative 3 - Focus on “Purpose”

What is “purpose” and why is having “purpose” important?

In management, we know that one of the most important jobs of the CEO is that of visionary.

–From that vision comes the organization’s mission (or purpose), (or why they exist).

Page 4: BMGT 245- Customer Service Lanny Wilke. Today, we’ll Focus on “Purpose” and Making Our Organization ETDBW

And we also know that...

Success is tied to the ability of the “boss” to articulate that vision to subordinates.

Therefore, we can understand that the vision must be “shared” with others.

It’s not enough that the boss have a vision if no one else can see it.

Page 5: BMGT 245- Customer Service Lanny Wilke. Today, we’ll Focus on “Purpose” and Making Our Organization ETDBW

And we also know that, to be effective...

The vision must be translated into the individual languages spoken by everyone at every level of our organization.

It is from this vision and the subsequent “mission statement” that our organizational goals and objectives are derived.

Page 6: BMGT 245- Customer Service Lanny Wilke. Today, we’ll Focus on “Purpose” and Making Our Organization ETDBW

Without purpose….

Page 7: BMGT 245- Customer Service Lanny Wilke. Today, we’ll Focus on “Purpose” and Making Our Organization ETDBW

The Power of Purpose

Remember “bifocal” service vision.

–Your focus must be clear and must be based on your purpose.

–Define it in detail and in writing.

– It is our “service strategy statement” - our tool for aligning our day-to-day actions.

Page 8: BMGT 245- Customer Service Lanny Wilke. Today, we’ll Focus on “Purpose” and Making Our Organization ETDBW

It is vital... That the customer service unit write its own

vision and mission statements that detail how your unit will support the organization’s vision and mission as well as goals and objectives.–Who are your customers?–What do you do that is of value to them?–How will you, and they, know when you’re

delivering?

Page 9: BMGT 245- Customer Service Lanny Wilke. Today, we’ll Focus on “Purpose” and Making Our Organization ETDBW

It is your service rationale. It will help you...

Ensure that everyone understands “what’s important around here.”

provide distant employees with a snapshot of the big picture.

Provide frontline employees with a guide to day-to-day customer service decisions.

Give employees confidence when dealing with unusual situations.

Page 10: BMGT 245- Customer Service Lanny Wilke. Today, we’ll Focus on “Purpose” and Making Our Organization ETDBW

And lastly...

Let’s people know what things will be measured and monitored by your unit.

Page 11: BMGT 245- Customer Service Lanny Wilke. Today, we’ll Focus on “Purpose” and Making Our Organization ETDBW

Is having a detailed, written, shared, service strategy

statement important? The chances of getting high marks in

customer service are:

–no definition - 3 in 10

–general definition - 50/50

–detailed definition - 90%

Page 12: BMGT 245- Customer Service Lanny Wilke. Today, we’ll Focus on “Purpose” and Making Our Organization ETDBW

Having a service strategy statement is not enough.

You must have focus.

Page 13: BMGT 245- Customer Service Lanny Wilke. Today, we’ll Focus on “Purpose” and Making Our Organization ETDBW

So how do we help ourselves focus?

Get employees to provide feedback on the degree to which our service strategy statement and our actual performance agree.

Ask those in the front lines to evaluate the way you do things.

– Is there consistency between what we say we do and what we actually do?

Page 14: BMGT 245- Customer Service Lanny Wilke. Today, we’ll Focus on “Purpose” and Making Our Organization ETDBW

–Do our policies really work for the customers?–Do our policies actually interfere with our

working in our customer’s best interest?– If so, how can we change them to make them

work better? Hold “what’s stupid around here” meetings.–What practices are outmoded? Which are

time wasters? Are there problems that continually recur?

Page 15: BMGT 245- Customer Service Lanny Wilke. Today, we’ll Focus on “Purpose” and Making Our Organization ETDBW

–Set “stop, start, & measure” objectives.• Things we should stop doing.• Things we should start doing.• Things that we don’t track or measure,

but should. Hold a “focus fantasy” meeting. Discuss

who employees would like to be like.–The business in general and employee

behaviors.

Page 16: BMGT 245- Customer Service Lanny Wilke. Today, we’ll Focus on “Purpose” and Making Our Organization ETDBW

The power of purpose.

Knowing what to do and when and how to do it, without having to be told.

It empowers your employees. It helps provide that customer focus

whether viewed from the inside or the outside of the organization.

Page 17: BMGT 245- Customer Service Lanny Wilke. Today, we’ll Focus on “Purpose” and Making Our Organization ETDBW

Get Your Focus Down on Paper

Page 18: BMGT 245- Customer Service Lanny Wilke. Today, we’ll Focus on “Purpose” and Making Our Organization ETDBW

Just as we want to make our “service” tangible...

We must make our service strategy tangible to both our customers and to our employees.

Write it down. Use:–customers. It makes sense to ask

them how we can serve them better.–Employees. They have the firsthand

experience.

Page 19: BMGT 245- Customer Service Lanny Wilke. Today, we’ll Focus on “Purpose” and Making Our Organization ETDBW

Our service statement, service strategy, or customer pledge...

Must be customer centered. Must be clear, understandable, and to the

point. It should discuss the actions that we need to

do to satisfy, impress, & keep our customers.

It should be consistent with the organization’s mission and purpose.

Page 20: BMGT 245- Customer Service Lanny Wilke. Today, we’ll Focus on “Purpose” and Making Our Organization ETDBW

And lastly, employees must see it as doable - what to do, how to do it, & why to do it. Not funny, not extremely hoakey, etc.

Page 21: BMGT 245- Customer Service Lanny Wilke. Today, we’ll Focus on “Purpose” and Making Our Organization ETDBW

Take three steps when formulating your service

strategy... Identify your key customers. Identify your core contribution to

customers - what is it we have to do to be in the business we’re in?

Decide what you want to be famous for. What will set us apart from others?

Page 22: BMGT 245- Customer Service Lanny Wilke. Today, we’ll Focus on “Purpose” and Making Our Organization ETDBW

And once formulated, communicate your strategy

over and over.

Page 23: BMGT 245- Customer Service Lanny Wilke. Today, we’ll Focus on “Purpose” and Making Our Organization ETDBW

Check out the customer service strategy of the

organization you’re studying.

Does it pass the previous test? Does it fit their organization and their customers? Does it speak to both customers and employees? Does it cover both internal and external

customers?

Page 24: BMGT 245- Customer Service Lanny Wilke. Today, we’ll Focus on “Purpose” and Making Our Organization ETDBW

Imperative 4 - Become ETDBW

Page 25: BMGT 245- Customer Service Lanny Wilke. Today, we’ll Focus on “Purpose” and Making Our Organization ETDBW

Bad Systems Stop Good People

“You can take great people, highly trained and motivated, and put them in a lousy system and the system will win every time. - Geary Rummler

Remember, our rules, regulations, and procedures should be in place to help us help our customer.

Page 26: BMGT 245- Customer Service Lanny Wilke. Today, we’ll Focus on “Purpose” and Making Our Organization ETDBW

Our system must help our frontline people better-serve

our customers. Our delivery system must be easy to

adapt to unusual situations and this flexibility must be available to our frontliners.

Make it easy on them and easy for them.

Page 27: BMGT 245- Customer Service Lanny Wilke. Today, we’ll Focus on “Purpose” and Making Our Organization ETDBW

If your customer service stinks, it probably isn’t your

people. It may be the system. Remember the blue rules and red

rules.

Page 28: BMGT 245- Customer Service Lanny Wilke. Today, we’ll Focus on “Purpose” and Making Our Organization ETDBW

But, whatever the rule, make it a “good” rule.

Page 29: BMGT 245- Customer Service Lanny Wilke. Today, we’ll Focus on “Purpose” and Making Our Organization ETDBW

Good Rules…. Are based on customer expectations

and help us meet customer needs. Make you easy to do business with. Are consistent with our service strategy. Provide mutual benefits to our partners

(customers). Have feedback as an integral part of the

rule.

Page 30: BMGT 245- Customer Service Lanny Wilke. Today, we’ll Focus on “Purpose” and Making Our Organization ETDBW

Encourage your people to respond to customers as individuals.

Remind everyone that they are guidelines to help us serve better, not additional reasons not to help our customers.

Help us remember that it is the needs of the customer that drive us.

Page 31: BMGT 245- Customer Service Lanny Wilke. Today, we’ll Focus on “Purpose” and Making Our Organization ETDBW

Fix the System, Not the People

Page 32: BMGT 245- Customer Service Lanny Wilke. Today, we’ll Focus on “Purpose” and Making Our Organization ETDBW

Warning Signs of a Dysfunctional Service

Delivery System I’m sorry. It’s against policy. My computer is down. Can you call back

later? Just wait. It’ll show up. That’s not my job. Call accounting. You have to understand how we do

business here.

Page 33: BMGT 245- Customer Service Lanny Wilke. Today, we’ll Focus on “Purpose” and Making Our Organization ETDBW

Some Solutions

Get out of the office. Call your office/department/store,

using the general customer number. Ask for something you know will be

difficult or unique, but doable. Count the following:–number of times you’re put on hold.

Page 34: BMGT 245- Customer Service Lanny Wilke. Today, we’ll Focus on “Purpose” and Making Our Organization ETDBW

–Number of times you are transferred.–Number of people who say, “I’m not sure

we can do that…”–Number of people who tell you all the

reasons why they either can’t help or don’t feel like helping.–Number of people who tell you “No.”–Number of times you have to ask to speak

to someone else.

Page 35: BMGT 245- Customer Service Lanny Wilke. Today, we’ll Focus on “Purpose” and Making Our Organization ETDBW

The number of times you have to repeat yourself.

Page 36: BMGT 245- Customer Service Lanny Wilke. Today, we’ll Focus on “Purpose” and Making Our Organization ETDBW

So you want to become ETDBW?

The best systems are:

–Accessible

–Accurate

– Integrated

–Customer-driven

–Fast

–Totally transparent

Page 37: BMGT 245- Customer Service Lanny Wilke. Today, we’ll Focus on “Purpose” and Making Our Organization ETDBW

So you want to turn your business around?

Don’t start with hardware. Don’t hire consultants. Don’t start blaming people. Do:

–hold a series of small meetings with customer service and other support personnel.

–Ask them two questions:

Page 38: BMGT 245- Customer Service Lanny Wilke. Today, we’ll Focus on “Purpose” and Making Our Organization ETDBW

What do our customers like least about doing business with us?

What can we do to make it easier for you to serve the customer?

Page 39: BMGT 245- Customer Service Lanny Wilke. Today, we’ll Focus on “Purpose” and Making Our Organization ETDBW

Measure & Manage from the Customer’s Point of View

Page 40: BMGT 245- Customer Service Lanny Wilke. Today, we’ll Focus on “Purpose” and Making Our Organization ETDBW

What does customer-focused measurement look

like? It reflects your purpose. It measures customer quality not just

technical quality. It should measure what’s important.

Page 41: BMGT 245- Customer Service Lanny Wilke. Today, we’ll Focus on “Purpose” and Making Our Organization ETDBW

Checklist for Measuring Gather information from every useful

source. Measure frequently enough. Measure using fair questions. Let employees see the results. Benchmark your delivery system against

competitors. Make sure the data you collect is useful.

Page 42: BMGT 245- Customer Service Lanny Wilke. Today, we’ll Focus on “Purpose” and Making Our Organization ETDBW

Make sure your measurement is qualitative as well as quantitative.

Is there an easily understandable connection between results and consequences?

Page 43: BMGT 245- Customer Service Lanny Wilke. Today, we’ll Focus on “Purpose” and Making Our Organization ETDBW

Add Value: The Milk and Cookies Principle

Page 44: BMGT 245- Customer Service Lanny Wilke. Today, we’ll Focus on “Purpose” and Making Our Organization ETDBW

Preplanned Value-Added

–complimentary items or services. Spontaneous Value-Addeds

–One-time, creative

Page 45: BMGT 245- Customer Service Lanny Wilke. Today, we’ll Focus on “Purpose” and Making Our Organization ETDBW

8 Times to Do Value-Addeds

For your non-complaining customers for your complaining customers for your new customers for a customer who has thanked you. For a customer who has been through a

difficult time. When you can save a customer from

having a problem

Page 46: BMGT 245- Customer Service Lanny Wilke. Today, we’ll Focus on “Purpose” and Making Our Organization ETDBW

For a customer who might bring you more customers.

For anyone who needs to have their day brightened up.

Page 47: BMGT 245- Customer Service Lanny Wilke. Today, we’ll Focus on “Purpose” and Making Our Organization ETDBW

Make Recovery a Point of Pride

Page 48: BMGT 245- Customer Service Lanny Wilke. Today, we’ll Focus on “Purpose” and Making Our Organization ETDBW

Remember, in even the best system...

Things will go wrong. When they do…–apologize– listen and empathize– fix the problem fairly–offer atonement–keep your promises– follow up

Page 49: BMGT 245- Customer Service Lanny Wilke. Today, we’ll Focus on “Purpose” and Making Our Organization ETDBW

There are also 3 modifiers that govern the process...

Customers expectations for how service recovery should happen.

Customers want to be “fixed,” not just their problem.

Effective recovery is the result of planning.

Page 50: BMGT 245- Customer Service Lanny Wilke. Today, we’ll Focus on “Purpose” and Making Our Organization ETDBW

“At that point where the customer is most insecure or incensed, you want your frontline people to be the most competent and confident.”

Page 51: BMGT 245- Customer Service Lanny Wilke. Today, we’ll Focus on “Purpose” and Making Our Organization ETDBW

5 ways to make recovery routine.

Eliminate barriers. Train their response. Support and encourage. Separate praise and critique. Always back your people in public.

Page 52: BMGT 245- Customer Service Lanny Wilke. Today, we’ll Focus on “Purpose” and Making Our Organization ETDBW

If it ain’t broke, fix it.

Page 53: BMGT 245- Customer Service Lanny Wilke. Today, we’ll Focus on “Purpose” and Making Our Organization ETDBW

Just when you thought it was over….

Not so fast. I’ll be back in a bit.