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Marketing Training & Development

Starting a Marketing Department from Scratch

“Great news!” said the young woman who called me after attending one of my marketing workshops. With a background in graphic design, she was responsible for advertising, special events, and employee communications for a group of physicians in a multi-specialty medical practice. “My boss agreed to start a formal marketing function, and he wants me to head it up,” she explained. “Help!”

Where to begin

I shared her excitement, enthusiasm, and even a bit of panic. “First, take a deep breath,” I advised her. “Now, tell me about your company’s most pressing marketing needs.” We discussed these to start to prioritize them and get a realistic perspective of what could be achieved given her status as a one-person marketing department.

Beyond Marketing 101

Since there are plenty of books available on how-to-do marketing and how-to-write-a-marketing-plan, her concern was really how to be effective in developing a formal marketing function that would be accepted and respected within the group practice. My advice centered on four areas.

  • Focus. Prepare to discuss the practice’s critical marketing needs with key internal stakeholders – in this case, physicians and administrators. Then get their agreement on selecting no more than three priorities that will receive most of marketing’s attention.
  • Build Relationships. Cultivate and nurture relationships with marketing-related providers – printers, media reps, research suppliers, promotional sales reps, web designers, direct mail firms, etc. At the same time, develop and maintain relationships with marketing partners inside the practice. Educate and communicate with physicians, nursing staff, and administrators so they know and understand what marketing is doing and why (i.e., explain the rationale and goals of marketing’s strategy), including how individually and collectively they impact the brand based on their interactions with patients, families, hospitals, and the community-at-large.
  • Manage Expectations Carefully. Once people within the practice know about the marketing department, everyone will have a laundry list of things they want marketing to do for them. So it’s important to manage organizational expectations of marketing – its goals, capabilities, limited resources, deadlines, etc. – upward (among management) as well as laterally (between and within the practice specialties). Stay focused on marketing’s top priorities [see Focus above] to keep from being overwhelmed with marketing requests.
  • Make Time for Professional Development. It’s not easy to do it all as a one-person marketing department. Which is why it’s even more important to continue learning how to be a better marketer. Some of this knowledge can be gained by investing in formal development – taking classes, webinars, reading, etc. And some of it can be obtained via networking with other professionals in the field. Try to learn how they manage their marketing functions and how they handle marketing challenges, including being creative with limited resources. This networking can be invaluable for sharing ideas and coping strategies with other marketers and using them as sounding-boards. Whether over the phone, over a meal, over coffee or a more potent beverage, it’s also helpful to know that others have survived similar challenges.

Special Note: This advice is applicable to other organizations. Identify the internal and external stakeholders who are important to your organization and insert them to replace the physicians, administrators and other segments mentioned above.

Categories
Engagement Marketing Training & Development

Do You Love Your Work?

I was energized after teaching AMA’s Nonprofit Marketing Bootcamp in Atlanta several weeks ago. The wonderful professionals I met who work in nonprofits and organizations that serve nonprofits truly love their work – even with all the challenges they face on a regular basis, such as dealing with limited resources, silo’d communications, internal politics, and “what-were-they-thinking?!” decisions. A woman who works in a social services agency shared her frustration in striving to meet community needs when grant funding didn’t arrive until nearly a year after it was promised. “I must be crazy,” she said, “but I love my work!”

It’s true that most nonprofit professionals are passionate about their respective organizations’ mission. It’s also true that sometimes even passion for the mission isn’t enough to keep them engaged. But as long as they continue to love what they do, without falling victim to burnout, they’ll stay committed.

In the course of my work in internal marketing, I’ve been fortunate to meet people who are dedicated to their work in both nonprofit and for-profit organizations. They are positive, yet realistic in that they are not immune to becoming  discouraged every now and then. Face it – we all have those days that make us question our sanity. But do you love what you do enough to get back on track?

Do you love your work?

Note: If you missed the program in Atlanta, I’ll be conducting another AMA Nonprofit Marketing Bootcamp in Houston next month.

Photo credit: elycefeliz’s photostream

Categories
Engagement Marketing Training & Development

Internal Marketing Spotlight: Just Born

Although I work primarily in the services sector, I couldn’t pass up the opportunity to showcase Just Born, manufacturer of “quality confections” including well known brands Peeps®, Mike & Ike®, Hot Tamales®, and Peanut Chews®. The company made headlines in the business press and blogosphere last year when it sent one of its sales teams to Fargo ND for falling just short of its sales goals.

Just Born is based in the Lehigh Valley, PA area where I reside, so I’m familiar with the company and its commitment to the local community. The business was founded in 1923 and now employs more than 500 associates. In response to the growing popularity of its brands, including the cult status of its marshmallow Peeps®, the company will soon open its second branded retail store.

The more I learn about Just Born from a business perspective, the more I continue to be impressed. So I sat down with co-CEO Ross Born to gain more insight into the company’s operating philosophy and culture.

QSM:  Just Born’s vision is “Continuing as a family-owned confectionery company, our commitment is to be a market-driven, quality business enhancing our reputation as a progressive, ethical and respected employer, manufacturer, marketer, and member of the community.” I notice that you list your role as an employer first.

Ross Born: If you have the right people, they’re number one. You take care of them, they’ll take care of your customers. They’ll make sure the product is right; they’ll make sure they’re treating the customers right. We look for people that really care about what we do, that care about our brands. Just Born’s two most important assets are our brands and our people who nurture the brands.

QSM: When I read your company’s philosophy, I was struck by the frequent mention of employee engagement-related statements such as:

  • We believe vision, compassion, courage, and integrity are the cornerstones upon which we build each day and each endeavor.
  • We believe in building and sustaining an environment where people, ideas, and creativity can flourish.
  • We believe in promoting a healthy and safe work environment.
  • We believe trust is the foundation of all personal, interpersonal, and organizational achievement, and the building and maintaining of trust is our top priority.
  • We believe great things happen when everyday courtesy, kindness, and humor are woven into all our personal and professional interactions.
  • We believe in treating others as we would like to be treated, creating a common connection from co-worker to customer to consumer to community.
  • We believe in nurturing respectful relationships with one another and encouraging the best in each other.

Caring about people is really important at Just Born, isn’t it?

Ross: Let me respond first by sharing an experience I had when talking to a group of middle school students. They asked me what I do at work, what are the important things I do. They were surprised when I told them ‘I say hello to people. I know people’s names.’ They were expecting me to talk about the reports I read, the meetings I go to, and the decisions that needed to be made. I do all those things, but the most important is I care about people.

It’s not enough to say ‘we care about our people,’ they have to know that they’re cared about. I remember visiting a company that was decorated with motivational posters. As I was reading some of them, an employee walking past me whispered, ‘Don’t believe everything you read.’

Part of caring is giving people the right tools and in the right environment. It’s also about doing the right thing. For example, we had a situation with a water main break that occurred as a result of construction on someone else’s property nearby. We had to send people home and lost two days of production, but we paid those scheduled to work those days. It wasn’t a matter of ‘let’s check out our insurance coverage first.’ I didn’t want our people to wait until we got paid by the insurance company. Even though the situation was out of our control, it was our responsibility to ensure our people were taken care of. That’s an example of putting actions to our words that we care about our people. If we had waited to see what the insurance company would do, that would have sent a message that we care more about money than our people.

QSM: Another part of your philosophy states, “We believe there is much to learn from one another and much to teach one another.” Tell us more about how you live this philosophy.

Ross: We provide a lot of training and cross-training. One of our ongoing in-house programs is our High Performance Leadership Development training that emphasizes effective decision making, problem-solving, communication and coaching skills, along with continuous improvement tools. More than 140 people have gone through the program so far. We’ll soon be introducing the program for everyone, including all our production people. Participants in this training apply what they learn in individual and group projects that they come up with, and the projects have to be of measurable benefit.

QSM: I know Just Born is also committed to the local community.

Ross: We care about our community; having a strong community is essential for a strong business. We encourage volunteerism – giving back to the community. Volunteering builds character in addition to promoting camaraderie among our associates. More than half of our associates are active, regular volunteers in projects ranging from packing meals at the food bank (very popular) to cleaning the kennels at an animal rescue shelter. Community projects involve associates from all parts of our business, and some are team based.  Everyone of our associates is given 24 hours per year of paid time to volunteer, and a significant majority of our associates also volunteer on their own time.

At Just Born we believe it’s possible to be socially responsible while maintaining a growing, profitable candy business. We’re doing it!

QSM: Now that’s what I call a sweet approach where everyone benefits. Thanks for sharing, Ross!

Categories
Engagement Marketing Training & Development

Valuable Career Insights

2011 year marks my 36th year in the workplace (excluding part-time and summer jobs I held as a teen). I can honestly say I’ve enjoyed most of it, especially these past 23 years in business as Quality Service Marketing.

I’ve learned a tremendous amount as my career evolved. Reflecting on my experience, I can highlight valuable insights and lessons learned in the key roles I serve.

  • As a services marketer, I learned that customer-focus begins with employee-focus because, quite simply, employees ARE the brand. The need to recognize and reinforce employee value continues to drive my passion for internal marketing.
  • As a speaker & trainer, I learned:
    • It’s all about respect for my audience – understanding who they are and what about the topic appeals to them so I can target my presentation accordingly.
    • Equally important, it’s all about application – engaging and enabling audience members to consider how the information applies to their situation and how they can use it.
  • As a facilitator, I learned it’s all about the questions. I believe my clients have most of the answers they seek, they just don’t realize it. So my primary role is to engage them in discovery by asking the right questions.
  • Above all, as a business professional, I learned it’s all about demonstrating respect and integrity in working with my clients, my colleagues, and all the other important professionals (suppliers, printers, accountants, etc.), I partner with.

These valuable insights have served me well throughout my career, and they continue to influence how I do what I do.

What insights and lessons have made the most impact in your career?

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Customer service Engagement Marketing Training & Development

What Still Matters: Three Years Later

I’ve been so busy traveling the past few weeks, I forgot to celebrate the third anniversary of my book’s release. Taking Care of the People Who Matter Most: A Guide to Employee-Customer Care was published in October 2007, and sales are still going strong – despite the economy and because of it. As companies struggle to hold onto their business in this downturn, employee and customer engagement are more critical than ever.

In the past three years I traveled coast–to-coast to speak with business and nonprofit professionals who want to strengthen this engagement through internal marketing. What surprised me most is that while I met with marketing and human resources staff (as expected), my audiences were also filled with engineers, nonprofit managers, social workers, association executives, healthcare practice managers, municipal administrators, educators, and software consultants. They willingly shared “the good, the bad, and the ugly” of workplace engagement. (Little shocks me anymore … at the same time, I continue to be encouraged to hear what works.)

Looking back over the past three years, here’s what I’ve learned from these diverse audiences:

  1. Engaging employees and customers with internal marketing is intuitive, but not intentional enough – managers need reminders to “take care of employees to take care of customers.”
  2. Even with restructuring/downsizing/hierarchical flattening, too many organizational silos remain – employees continue to feel disconnected and disenfranchised.
  3. Management-by-wandering-around (MBWA) is making a comeback – while this practice isn’t as popular as it used to be, it hasn’t gone out of style.

Employees want and need to feel their work matters. Together with customers, they want to know that they are respected and valued.Why is this so difficult?

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Categories
Customer service Engagement Training & Development

Reaching the Breaking Point: A Lesson from JetBlue

Back from my summer blog break, I want to address the recent JetBlue flight attendant incident. For those who may have tuned out while vacationing the week of August 9th, here’s the condensed version: Flight attendant Steve Slater snaps after dealing with uncooperative, unruly passenger; launches into an expletive-laced speech on the plane’s intercom; and then opens and slides down the emergency evacuation chute to head home where he’s later arrested. A rather unique display of “take-this-job-and-shove-it” that generated a media frenzy and had people weighing in: those who hailed the flight attendant as a workplace “hero” for standing up to customer abuse vs. those who faulted him for not doing a better job of maintaining his cool as a customer service professional. (There was another group somewhere in the middle. A friend of mine commented, “He shouldn’t have done it, but damn!, what a hoot that he did.”)

Many factors contribute to customer frustration and rage – economic pressures, customer-unfriendly policies (not limited to the airline industry), poor customer service, even weather – as this summer’s heat wave made people cranky. Employees aren’t immune to these same factors in addition to dealing with demanding customers and/or employers.

How do you cope with workplace stress?
The owner of a small service-based business told me about her experience dealing with difficult customers – sharing what she refers to as her “call of last resort.” A customer called about a service bill he received, complaining the price was too high; this was after the work was completed. The business owner calmly explained that the price was based on the materials and labor involved, and that the customer’s wife had been given an estimate of the work in advance and agreed to it. The customer repeatedly complained about the price and would not listen to the business owner. She finally ended the call by saying, “Sir, your time is valuable; so is mine. We’ve reached the end of this conversation, and there is nothing more to say. Have a good day. Goodbye.” While she says this respectfully and sincerely, she admits it’s satisfying to have the last word.

Customer interactions vary by industry and may call for different responses to difficult situations. But how can they be handled without reaching the breaking point?

Start here
JetBlue’s incident can serve as a springboard to review your organization’s approach to difficult and/or abusive customers. I suggest engaging employees in thoughtful discussions based on the following questions:

  • What IS an acceptable way to handle difficult customers?
  • How can we deal with such customers while preserving our brand’s integrity?
  • What (if any) of our current policies contribute to customer frustration?  What can be changed to minimize this frustration?
  • What are our options when customers become abusive?
  • What coping strategies or healthy ways can employees use to deal with this stress?
  • Does the company have guidelines to help employees with this? If so, do they know what the guidelines are? And do employees have the necessary training and skills to apply them?

This discussion list is not exhaustive; additional questions are most welcome. I also invite you to share your experiences in helping employees deal with difficult customer situations before they exit the emergency chute.

Categories
Engagement Marketing Training & Development

Engaging Volunteers (3): Intentional Volunteer Management

 

“Too many organizations are thoughtless when it comes to volunteers.”
– Susan Ellis, president of Energize, Inc., a volunteer training & consulting firm.

Sadly, many former volunteers would agree with this statement. That’s why an intentional and proactive (rather than passive or reactive) effort is needed to effectively engage and retain volunteers.

Here are some guidelines to help you get started with intentional volunteer engagement and management.

  • Focus at the Board Level
    Volunteer expert Susan Ellis recommends volunteer involvement be a regular part of the board agenda so it can proactively focus on how to effectively recruit, engage, and maximize volunteer participation. “Don’t allow volunteer involvement to be the invisible personnel issue,” she says. She also suggests creating a board committee on volunteerism.
  • Learn who your volunteers are, their interest in your organization, and their volunteer expectations (as described in my previous post).
  • Clarify and clearly communicate your organization’s expectations of volunteers and what they can expect from you. Here’s a great example: After meeting with a nonprofit organization’s leaders, I received a follow-up letter inviting me to serve on their advisory council. This invitation described council members’ responsibilities and stated what the organization promised them in return, including “Appreciation of your time and our commitment not to abuse your time or generosity.”
  • Find ways to connect your volunteers to:
    • your organization’s mission, strategic direction, and goals. (Note: You can even include volunteers in your strategic planning process.)
    • your stakeholders (if applicable) to see your mission in action
    • your other volunteers for mentoring and partnering
    • your staff, particularly those with whom they’ll be working.
  • Provide the mission-focused training and tools your volunteers need to best serve the organization; e.g., orientation, ongoing communication, recognition, etc.
  • Proactively listen to your volunteers – obtain their feedback, ideas, concerns – and respond appropriately.

Volunteers require more than a simple “recruit ‘em and recognize ‘em” approach. Nonprofit leaders need to invest time and attention to engaging, managing, and retaining volunteer talent.

Stay tuned for my next post that will explore the challenge of engaging volunteers who are also brand partners.

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Engagement Marketing Training & Development

Zappos Culture Book: Best Ever Business Reading


Zappos.com’s 2009 Culture Book is here (!) and I’m thrilled to add it to my business library – next to the previous edition that I got on my visit to Zappos last year.

The book is written by Zappos employees who share what the company culture means to them. It’s a beautifully designed and produced book, supplemented with color photos and captions that capture the true spirit of Zappos. The book includes Zappos core values, a brief time line of the company’s 10 year history, and, most important, what the people who live the Zappos culture have to say about it.

Regardless of where they work in the company (customer loyalty center, merchandising, finance, technology & project management, Kentucky warehouse, marketing, etc.), Zappos employees share how valued they feel as members of the Zappos family … how they engage in “serious fun” … how they’re empowered to do and be their best … how they live the company’s values … and how truly happy they are to work at Zappos everyday. (Would your employees say the same? Honestly, I don’t know that many companies whose employees love their workplace.)

Zappos Culture Book should be mandatory reading in every undergraduate business class, MBA, and leadership program.

Read this book to your kids at night, and I swear they’ll tell people “When I grow up, I want to work at Zappos!” This is no fairy tale – Zappos is for real.

Categories
Customer service Marketing Training & Development

“Management Lessons from Mayo Clinic” That We Can All Learn

Every service provider is challenged with engaging employees and creating systems to deliver a positive customer experience, but none more so than those who work in healthcare. So what can be learned from the Mayo Clinic? This excerpt, from the book Management Lessons from Mayo Clinic by Leonard Berry and Kent Seltman, explains it best:

“Imagine what can be learned from an organization that serves customers who:

  1. arrive with some combination of illness or injury, pain uncertainty, and fear
  2. give up most of their freedoms if hospitalized
  3. need the service but dread it
  4. typically relinquish their privacy (and modesty) to clinicians they may be meeting for the first time.

“Mayo Clinic and other well-run healthcare organizations serve just these kinds of special customers who are called patients and still earn high praise and fierce loyalty from them. Yes, indeed, a successful healthcare organization offers important lessons for most business organizations.”

Inside Mayo Clinic

There’s quite a story behind the powerful and enduring brand that is the Mayo Clinic with its emphasis on patient-first care, medical research and education, an integrated approach to healthcare, and a strong partnership between physicians and administrators (an adversarial relationship in many hospitals). Co-authors Leonard Berry, Distinguished Professor of Marketing at Texas A&M (one of my mentors), and Kent Seltman, former Marketing Director at the Mayo Clinic, studied Mayo Clinic’s service culture through in-depth interviews and observing patient-clinician interactions.

Their book paints a fascinating picture of the history and culture of Mayo Clinic, including how it engineers its internal systems to support its patient-first mission. Best of all, the book contains great lessons on creating and managing a brand that has achieved incredible growth in a difficult and challenging industry while staying true to its core values. The story is even more amazing given ongoing medical technological advances and the financial and political pressures placed on the healthcare profession.

Listening to the Voice of the Customer

Berry and Seltman share numerous quotes and testimonials from patients, their families, doctors, nurses, administrators, and their families, to illustrate the Mayo Clinic story. (Some of the anecdotes brought me to tears.) Even with Mayo Clinic’s unique position in healthcare, the authors do a great job discussing lessons applicable to other service firms in the “Lessons for Managers” section throughout the book.

One of my favorite chapters describes how Mayo Clinic manages the different types of clues that positively impact the customer experience:

  • demonstrating competence to instill customer confidence – e.g., with a collaborative team approach to patient care and integrated & timely access to medical records.
  • influencing first impressions and expectations – such as the design of physical space to convey a sense of healing and calm to reduce the stress of patients and staff.
  • exceeding customer expectations – including extraordinary sensitivity to patients and their families.

I recommend Management Lessons from Mayo Clinic to all service management, marketing and branding professionals … and everyone who works in healthcare.

Caution: the only downside after reading this book is the possible dissatisfaction with most healthcare institutions. If my family or I need critical care, my first choice would be Mayo Clinic!

Categories
Engagement Training & Development

Ooops! Learning from Our Mistakes

“I’m never wrong. I thought I was once, but I was mistaken.”  -Lucy Van Pelt, Peanuts

Lucy’s perfectionism aside (heaven help those who work for people like Lucy!), here are some non-threatening and productive ways to institutionalize learning from our mistakes.

  • Mistake of the Month – Have people share their mistakes & corresponding “lessons learned” at staff meetings.  Then staff vote on which one taught them the most.
  • Favorite Lessons Learned– This is a variation of the above.  Allow time at staff meetings for people to share one or both of the following:
    • “Favorite Mistake Not to be Repeated”
    • “Favorite Catch of Stuff Done Right that We Hope to Do Again”
  • I don’t have a name for this, but I found it on Christopher Hannigan’s blog and loved it.  CarMax CEO Austin Ligon uses this as a meeting opener: “What are we doing that is stupid, unnecessary or doesn’t make sense?”  What a great way to break the ice on an uncomfortable topic.

Let’s face it, no one is perfect (not even Lucy).  So we need to find ways to collectively share in the learning from our mistakes to avoid making them again.