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Engagement Training & Development

Here’s What Bad Bosses Say

Steer clear if someone you work for – or with – says any of the following:

“I’m not the boss because I’m always right. I’m always right because I’m the boss.”

“Why should I invest in your training? You’ll just take all this knowledge and go to work for someone else.”

“Lack of planning on my part will constitute a constant emergency on your part.” (Former boss mantra)

“You don’t need to know what this is for – just do what I tell you to do.”
Translation: “You’re paid to do, not to think.”

As Leah Arnold Smeets aptly puts it, “The bottom line is, bad managers are bad for business, and they’re even worse for their employees. That’s because no company or enterprise can win with disengaged employees drained of energy and enthusiasm.”

While many bad boss quotes and how to cope with them can be found online, here’s one of my favorites:

Boss: “It’s not my job to make my employees happy!”
Consultant: “It’s not your job to make them miserable either!”

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Customer service Engagement Training & Development

A Manager’s Guide on How to Cope When Team Efforts are Taken For Granted

I had an interesting discussion with a colleague who manages an internal service department for a medium-sized organization. She’s a supportive manager whose team takes pride in providing quality service to internal clients. However, she finds it a challenge to keep her employees at the top of their game when some internal clients are unappreciative of their efforts. Part of her dilemma is rooted in an organizational culture where administrative support is taken for granted.

She and her team acknowledge the situation and focus on how to work effectively within – and despite – the culture. She also encourages employees to rise to the challenge of working with unappreciative clients. Yet there are still occasions when team members find it hard to muster enthusiasm to serve such clients.

You can’t fake it and other important tips
How does she continue to motivate her team? She knows she can’t fake her own engagement, so she starts by staying positive. She also focuses on how she can best support her team and internal clients with the following actions:

  • Keep the “big picture” front and center by reminding employees how they support the department’s mission and contribute to the organization’s mission in the process.
  • Engage employees in sharing what works to keep them motivated, such as providing peer support and finding the humor in their experiences and ways to safely blow off steam. This is done regularly in staff meetings and when difficult situations arise.
  • Share and reinforce client service success stories with the manager’s boss as well as with the team itself.
  • Acknowledge those clients who are appreciative of staff efforts, while also diplomatically standing up for employees dealing with difficult clients.
  • Maintain a positive culture within the department that values both clients AND team members.
  • Continue to acknowledge and recognize employee efforts with little gifts, food, and ongoing professional development.

Just as importantly, she models and reinforces what Chip Bell describes in his new book, Kaleidoscope:

“We are what we serve to others. It is our signature that sums us up each time a customer is on the receiving end of our efforts. And your customers remember how you served long after they have forgotten what you served! How can you deliver service in a fashion that says, ‘This is me, and it is my very best gift to you?'”

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Customer service Engagement Marketing

Are You Guilty of Treating Your Customers Like Chopped Liver?

The phrase “What am I, chopped liver?” is uttered when a person is made to feel that he or she is not special. It’s exactly how some customers feel as a result of neglect by companies.

I’m seeing this scenario play out in a membership-based company that’s constantly offering special discount pricing to acquire new customers while ignoring their current ones. Those in the latter group are questioning their customer loyalty given management’s attention on attracting new business while little investment is made to improve member services and facilities. Some customers are paying fees higher than those offered to prospective customers. However, they can get a few extra months of free membership IF they help bring in new customers.

Churn, churn churn
With little confidence in the company to take care of current customers, turnover continues … as does the search for new customers. The company may not realize it, but turnover would be much greater if it weren’t for customer inertia – whether their customers are locked into annual contracts or unable to find suitable alternatives. The reality is unhappy customers who stay don’t bring in additional business.

Heavily promoting to attract new customers at the expense of taking care of existing customers is the perfect recipe for making customers feel like chopped liver. It’s also a strategy that leads to continued high turnover and brand damage. Customer churn isn’t the only issue here – employee turnover is also evident.

But it doesn’t have to be this way. Here are four steps companies can take so their customers and employees don’t feel like chopped liver.

  • Take the time to proactively engage with and listen to your current customers and respond appropriately. Consider formal customer satisfaction surveys, customer roundtables, or lost customer analysis. The latter can be as simple as asking why a customer left, although it’s better to learn of customers’ frustrations before they leave.
  • Communicate with customers. If improvements in member services and/or facilities are in the works, let them know about it. If not, let them know why and when they can expect a future fix. The absence of such transparency leads customers to speculate about the company’s health.
  • Also take time to proactively engage with and listen to your employees, and respond appropriately. Seek their input on signs of customer frustration.
  • Communicate with employees and equip them to be customer-focused. Ensure they know what’s happening so they can address customer questions and concerns. Provide with them with training to provide top-notch customer service, and in the event of a problem, equip them to deal with customer complaints and recovery.

NOT for customers only
Engagement and retention efforts shouldn’t be limited to customers — if your employees don’t feel valued, neither will your customers.

How does your company make its customers and employees feel?

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Engagement

How Will You Honor Your Employees on Recognition Day?

Recognizing and affirming employee value is critical to creating and sustaining employee engagement. And while workplace recognition should be a no-brainer, Gallup research found otherwise. According to Gallup practice manager Annamarie Mann and researcher Nate Dvorak, ” … only one in three U.S. workers strongly agree that they received recognition or praise for doing good work in the past seven days. At any given company, it’s not uncommon for employees to feel that their best efforts are routinely ignored. Further, employees who do not feel adequately recognized are twice as likely to say they’ll quit in the next year.”

For managers who need an extra push when it comes to recognition, get ready for national Recognition Day, Friday, March 3, 2017. This special holiday is observed annually on the first Friday in March that 1) serves as be a springboard for those starting to get serious about the importance of recognition, and 2) enables those who value recognition to do something extra for their employees.

Effective recognition is authentic and genuine — it doesn’t work if it’s forced. If you’re serious about recognizing your employees, have fun with it and know that it doesn’t have to be expensive or time consuming. Your can find many great ideas here to celebrate Recognition Day and throughout the year:

Creative Ideas Abound as Recognition Day 2017 Approaches

51 Employee Appreciation Day Ideas That Won’t Break The Bank

Validation isn’t a once-and-done effort. Everyone needs to know that our work matters … that we matter.  How will you recognize your employees this Recognition day to let them know that they matter?

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Engagement

What to Look for When Replacing a Manager

A colleague expressed frustration about a corporate search that took nearly a year to replace a department head. It takes time to bring in the right person, and urgency takes a back seat to finding the right fit.

The challenge, however, is getting through the process as employees cope with the “temporary” void feeling uncertain and even anxious about their manager’s replacement. Change can be scary given the unknown of the newcomer’s personality and agenda, particularly if the new manager comes from outside the organization.

That’s why it’s important to remember the words spoken by the wise knight in Indiana Jones’ The Last Crusade: “choose wisely.”

If you’re in a position to select a manager’s replacement, consider the type of engaging manager recommended by thought leader and academic Henry Mintzberg in his classic article “Managing Quietly.” He describes managers who:

  • Inspire rather than empower their people by creating a culture with “conditions that foster openness and release energy” so that “empowerment is taken for granted.”
  • Care for their organizations by spending more time “preventing problems than fixing them, because they know enough to know when and how to intervene.”
  • Infuse change so that it “seeps in slowly, steadily, profoundly” instead of dramatically so “everyone takes responsibility for making sure that serious changes take hold.”

For executives, search committees, and HR staff tasked with filling managers’ positions, you don’t want it said that you “chose poorly.”

Categories
Customer service Engagement Marketing

How to (Gently) End a Customer Relationship

good-bye blue-1477872_960_720When I asked other business professionals when it’s best to lose a customer or client, the reasons boiled down to the customer’s lack of respect and not being fully committed to the working relationship. Examples cited included:

  • difficult interactions with or mistreating customer-contact employees
  • being unresponsive and uncooperative
  • paying late or not at all.

The question then is how do you actually end such a business relationship in these situations? The best advice on “how to fire a customer” comes from customer-loyalty consultant and best-selling author, Chip R. Bell:

“Firing a customer is a bit like disarming a bomb; ‘very carefully’ is the operative term. The goals is to subdue animosity without scattering aftermath. Sometimes customers are so incensed at losing a favorite punching bag — even though it’s actually you who’s ‘lost’ them — they can move quickly from anger to vindictiveness, seeking opportunities to punish, not just put down. You can limit your chance of such backlash by handling firings in cool-headed but still sensitive ways.”

When terminating a business relationship based on the first two examples — when the customer has become abusive or difficult to deal with — Bell cautions against taking an angry, defensive, or otherwise emotional approach to avoid fueling the customer’s anger at ending the relationship.

” … a rational explanation for why a continued relationship will harm your business—how harsh treatment of service reps impairs productivity, or how a difficult relationship steals time from other deserving customers—should be your modus operandi here. The goal is to give the customer a signal that he or she is unwelcome if the unwanted behavior persists.  ‘Ms. Jones, I must ask you to leave. The morale of our associates is critically important to their well-being and to the well-being of our organization. While we are by no means perfect, our employees must not be repeatedly subjected to actions that demean them as people.’

Bell also advises a rational approach when the issue is based on the bottom line, such as the client not paying.

“[Emphasize] how a continued relationship will negatively affect the business, not on how a parting of ways will make your long-suffering staff feel like it’s just won the lottery.  ‘Mr. Jones, we’ve greatly appreciated your business for the last year. We have elected to apply our limited resources in a new direction and will not be soliciting your business in the near future. Should you want to continue our relationship it will likely need to be at a (higher price, greater volume, faster cycle time, lower cost, etc.).’

Granted, none of this is easy in a competitive and challenging marketplace. But it is essential to stand up for your employees and organizational principles. As Bell explains:

” … courageously ending relationships with customers who continually turn the blowtorch on the front line, or who over time siphon more funds from the bottom line than they return, sends a message about what you stand for as an organization.”

[Note: above excerpts cited with permission from Chip Bell’s book, “Wired and Dangerous,” co-authored with John R. Patterson.]

Categories
Engagement

Employee Engagement: When the Employee Just Doesn’t Feel It

Why is it that even in companies with a positive, engaged culture, there’s no guarantee all employees will be fully engaged?

The answer has to do with who’s ultimately responsible for employee engagement – a responsibility shared by employees and their employers.

  • Employers are responsible for creating and maintaining an engaging workplace where employees want to and are enabled do their best work.
  • Employees are equally responsible for their own engagement in that they need to show up on the job ready, willing, and able to do their best work.

So what happens when an employee doesn’t feel engaged in an engaging culture?

Barbara Berger, Career Wellness Partners
Barbara Berger, Career Wellness Partners

That’s what I asked Barbara Berger, hiring manager and certified career coach with Career Wellness Partners. Her mission is to expand the (often neglected) employee side of the employee engagement conversation by challenging individuals to take responsibility for their own motivation and career evolution. She has experience working with people in all stages of their careers: students, early professionals, mid-career job changes, and second acts.

According to Barbara, four primary situational factors contribute to employees no longer feeling engaged:

  • Poor job fit or career choice
  • Feeling they’ve outgrown their position within the company
  • Personal issues or life events, such as health or family crises, divorce, elder care responsibilities, etc.
  • Work is good, company is good, boss is intolerable.

QSM: What do you suggest to employees dealing with one or more of these situations?

Barbara: Speaking generally, regardless of the factor, an employee needs three things to return to engagement (or find engagement in the first place).

  1. Awareness – This means doing the self-assessment work to get to the root cause of the disconnect. This is the inward-facing, honest evaluation that begins to bring clarity to the situation. A hard look at strengths, skills, values, and interests, etc.
  2. Commitment – A commitment to doing whatever it takes to get back on the road to a connection with their career. It’s really a commitment to themselves that they won’t tolerate this level of disengagement and a promise to do their fair share of the work required to get it back on track.
  3. Action – Taking meaningful steps to create opportunities for change. Just thinking and complaining about the situation keeps employees in victim mode and on the sidelines rather than actively finding ways to inspire engagement for themselves.

QSM: In your experience, what else is involved in helping employees re-engage?

Barbara:  Each situational factor that impacts individual engagement brings its own considerations that are unique to the individual and his or her particular circumstances. When working with clients who fall into one of the above categories, there are things to take into consideration like:

  • The stage of career the employee is in
  • The level of commitment by the current company to fostering an atmosphere of engagement
  • The comfort level of having career development discussions with the boss (usually directly proportional to the company’s commitment cited above)
  • And, of course, the employee’s personal financial situation if considering making significant changes based on feeling disengaged.

It is when an employee is feeling disengaged that it can be most beneficial to take part in engagement opportunities the company provides. Even though it takes more energy at these times, I encourage disengaged clients to use everything available to create a spark of interest and create an atmosphere where transformational events can occur.

QSM: To learn more, please check out the Career Wellness Partners blogThank you, Barbara!

 

 

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Engagement

Open Workspace – More or Less Engaging?

Open workspace, a trend in office design, is intended to foster a more collaborative and productive workplace with fewer organizational silos. Hearing from several people in different firms share their experiences adjusting to the design after their companies moved their offices, I’m concerned about its impact on employee engagement. Among the frustrations cited:

  • Although space is available when concentrated work and private meetings are required, it’s harder for some people to focus on work. As a result, these employees find themselves staying later in the office just to get work done.
  • The new open layout is noisy and distracting. One associate observed the irony of the layout encouraging teamwork and collaboration when people were “wear headphones that shut them off from each other.”
  • Desk set ups are flexible and interchangeable to encourage employee collaboration, allow for “drop-in” employees a place to work, and provide economies of scale derived from shared and reusable space. Such set ups also limit employees’ personalizing their workspace. A manager in one such organization told me employees were allowed one personal photo in a company-approved frame.

I asked a colleague who works in new office space to share her thoughts. Her adjustment was quicker than she anticipated, and she liked the interactivity with other departments. She also acknowledged the onus is on the employee to adapt, including utilizing the “quiet spaces” available when needed. When I asked her about any negative effects, she said she would email me after giving it more thought. A few minutes later she called me from a private space where she could be more discrete in discussing the downsides of the new office. She admitted there are times she feels “it’s like working in a fishbowl.”

The Ideal Workspace?
Researching this new work environment, I learned about Herman Miller’s “Living Office,” a well-thought out design concept that offers a variety of work space where people can work alone, in one-to-one situations, and in both small and large groups for collaboration. I was impressed with the logic behind it that emphasizes the “human experience.”

“In the new landscape of work, creativity and idea generation drive value, and humanity is the distinguishing capability. Processes don’t create ideas, think up new products, or maintain relationships, people do.

[Workplaces] need to attract, nurture, enable, and retain the talent that will drive innovation and execution, and bring an organization’s strategy to life. Through an optimized variety of settings a Living Office will give individuals something that cannot be had anywhere else: a spiritual connection to work and colleagues; a platform for increased productivity and effectiveness; and, a more naturally human experience of interaction and creation.” Herman Miller brochure

Other firms in the office furniture and design industry also embrace and promote this type of layout.

In addition, I learned the open space office is not new, as Frank Lloyd Wright used it in designing the Larkin Company Administration Building in Buffalo, NY, in 1903. Contemporary interest in open workspace is to enable individuals to take control of their environment with options to move to where they can work best, such as quiet spaces for focus and larger spaces for discussion and collaboration. Granted, it is more liberating than employees isolated in pod-like cubicles.

What about employee engagement in open workspace?
The open office design is not without its critics, however.

” … as the number of ‘open’ companies is increased, so too have the questions over whether the environment is all it’s cracked up to be [as] all that togetherness comes at a cost, including distractions, a loss of privacy and the potential for the lightning-fast spread of germs.”  David Ward, “Beyond the Open Office”

“An open concept often poses the question, ‘Where is my space?’ People like to set up personal spaces to make them feel more at home [with] pictures, posters, etc. Some individuals also need to feel separated from the group and free from distraction (visually and audible — people moving about the office or [in] discussions).”  “Open vs. Closed Space: Finding a Balance,” by Mia Rossi for Corporate Environments.

As a result, I have serious concerns related to employee engagement:

  • People engage when they’re involved in meaningful work and making progress in that work.  If engagement is about making progress, what does it say when you’re challenged to focus and concentrate?
  • People also engage to belong, to connect and be part of something special.  If engagement is about a sense of belonging, what does it say when your workspace is interchangeable and with limited options to customize it?

The evolving workspace
Creating an effective work environment involves considering a variety of factors that include employee demographics, the degree to which people are introverted and extroverted, the type of industry and work to be performed, organizational culture, etc. Most likely, the ideal workspace design will continue to evolve with a hybrid approach combining elements of flexible, fixed, open, and private space that best accommodates both employees and employers.

An effective and engaged workplace ultimately depends on the strength of an organization’s leadership and culture — its consideration of the above factors, how it solicits employee input and involvement in changing the office layout, sensitivity and response to employees’ workspace needs, support to help employees adjust to a new updated environment, and ongoing communication and feedback throughout the process.

[Special thanks to Chuck StehlyCorporate Environments, and Joseph Biondo, AIA, Spillman Farmer Architects, for their help with this post.]

 

Categories
Customer service Engagement Training & Development

Hey, Wells Fargo: You Should’ve Followed Aretha Franklin, Not Gordon Gekko

I’m saddened and shocked, but not surprised, about the recent Wells Fargo sales scandal that lead to bank employees opening bogus customer accounts in response to intense pressure to meet unrealistic and aggressive sales goals.

I was once a sales manager for a local bank. It was some 30 years ago when the banking industry was trying to build sales into its service culture. At the time most of our customer service reps (CSRs) were not comfortable with cross-selling. The attitude was, “If I was interested in sales, I would have gone into retail. I got into banking because I didn’t want to sell!”

Integrating sales in a service environment
Aware of this mindset, my bank was careful and deliberate about changing the culture. Our approach was sales was part of service and that “suggestive” and “consultative” selling provided a better customer experience than just being “order takers.” It wasn’t the customer’s job to know about all the products and services our bank offered; that was the CSR’s, teller’s and branch manager’s job. It was branch team members’ responsibility to educate customers about additional products/services that might better meet their needs for savings, credit, and convenience. We used extensive training and a formal incentive system to support branch sales efforts and reinforce this new service & sales culture.

What I remember most about that time was the role of respect in the sales process — respect for both our customers and employees. It was part of the CSR’s job to suggest additional services, and if the customer declined, that was OK. This was based on my issue with fast food’s “Would you like cheese with that?” approach. As a marketer, I understood that the counter person at MacDonald’s was trained to cross-sell cheese with its hamburgers. But as a consumer, I sometimes became annoyed because if I had wanted cheese on my hamburger, I would have asked for it! Understanding and respecting the customer’s needs took precedence over “sales for the sake of sales.” That was the service & sales culture my bank’s leadership supported.

Wells Fargo brand damage
My former boss in branch administration, who endured several bank mergers, used to joke that the operational metrics in the large banks were so extensive, they probably tracked how much toilet paper was used in the employee restrooms. That’s why I find it hard to believe that Wells Fargo management was unaware of what was happening. The banking giant’s meet-your-sales-goals-numbers-at-all-costs-if-you-want-to-continue-working-here culture created a lose-lose-lose situation for its customers, employees, and brand — the result of greed, not respect.

 

 

 

Categories
Customer service Training & Development

When It’s Best to Lose a Customer or Client

Despite the best intentions, there are times when it’s necessary to give up a customer or client. The reasons vary, as I learned when I asked colleagues why they stopped working with customers.

In their own words (and in no particular order), here’s what they said about terminating customer/client relationships.

It’s time to cut a customer/client loose when …

  • “Every time we did work for this one company, the marketing director would go out of her way to find 40 things wrong with the project to try to get it for free.” Ad agency executive
  • “1) The client/customer becomes abusive to you or your staff, 2) lies to you, and 3) doesn’t pay his or her bills. Not always in that order.” Marketing researcher
  • “You’ve lost enthusiasm for them.” Ron Strauss, Founder and CEO, Brandzone
  • “1) Project after project, year after year the business isn’t profitable. 2) They don’t respect your team — meaning they take advantage of the client/vendor relationship and always are mean, disrespectful and basically just not nice! This leads to a heavy toll on your team and usually means more turnover.” CEO research supplier

It’s time to cut a customer/client loose when …

  • “Your work together is no longer fun or engaging for both of you, lacks mutual respect or when there is a mismatch of values.” Jane Wells Schooley, Executive Leadership Coach and Educator
  • “The relationship has deteriorated to the point that it is affecting staff morale.” Marketing Consultant
  • “They are asking you to do something that goes against your ethics or your professional judgment.” Dennis Fischman, Chief Communicator, Communicate! Consulting
  • “They are not ‘all in.’ Meaning they are not doing the work, engaged in conversation, or showing progress.” Meridith Elliott Powell, Business Growth Expert & Keynote Speaker
  • “The thrill is gone; i.e., when I’ve lost enthusiasm for the project due to any number of circumstances including (a) the client is never satisfied; (b) the client is unresponsive and/or uncooperative; (c) the client hasn’t paid for work I’ve already done; etc.” Writer/editor

It’s time to cut a customer/client loose when …

  • You find you can no longer serve their interests in good faith and are on the border of losing your professionalism.” Senior Communications Consultant with a 20+ year history in consulting
  • They’re yanking your chain. When a client does not provide the necessary information for you to be able to complete their work in a timely manner. I understand ‘what can happen will happen’when it comes to business. However, I also know when they’re procrastinating with the tasks at hand. Client satisfaction travels on a two-way street.” Chuck Holder  LLC, Business Consulting
  • “They say ‘your competition is saying they can do it for $X.’  The reason that is a ‘move on’ statement is two-fold:
    1. They’ve already been talking to my competition to get a price which means they don’t see me as a partner anymore but simply another ‘vendor.’ Normally, if you’re a partner, they would address pricing way before they get a quote from a competitor and may even tell you they will be checking to see what the market is showing for your services. That is normal. Doing it behind your back shows a lack of respect for the relationship.
    2. They’ve decided what you are providing is a commodity and can be bought on the open market. Somehow your ‘unique’ value-add that got you the business (assuming you didn’t buy it in the first place with the lowest bid) is no longer unique nor value-add. You’re just another line item.
      These two things combined typically mean you’ve moved past a collaborative, supportive, reciprocal business relationship and have entered the dreaded ‘vendor zone.'” Paul Hebert, Senior Director, Solutions Architecture, Creative Group, Inc.

Takeaway
Respect and trust matter in professional business relationships — among service providers and their customers/clients.

Special thanks to the business professionals who shared their responses here. (Names or general titles listed by respondent preference.)