Tag: strategy

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Engagement Marketing

Strengthening Your Company’s Brand from the Inside-Out – Podcast Interview

What a joy to be a guest on the “Profitable Happiness™” Podcast, hosted by bestselling author and musician, Dr. Pelè, who focuses on workplace happiness as a key to success.

In our engaging 30 minute conversation, we talk about what lead me to bridge marketing and human resources with internal marketing to create a positive workplace culture that values employees and customers. We also discuss interesting issues such as how to identify happy workplaces, how to save money on outside consultants, and how to have a positive impact in a toxic environment.

Listen here for our conversation on Internal Workplace Wellness Marketing.

To learn more and listen to Dr. Pelè’s other interviews with “successful workplace happiness experts, executive coaches, and entrepreneurs, check out his website.

 

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Engagement Training & Development

An Accidental Facilitator’s Simple Tool for Improvement

An admitted “accidental facilitator,” I love what I do. Here’s why.

I find my role in guiding the process of discovery among groups to be:

  • challenging – because it requires a high level of customization to meet a client’s specific needs while being unable to predict the outcome
  • intense and exhausting – because it involves being fully present to listen and observe what’s happening as well as being focused yet flexible to adapt on the fly as needed
  • exhilarating – because participants find their active engagement in the experience to be worthwhile, and so do I.

Facilitation is also rewarding in that it provides an incredible opportunity to learn and grow. That’s why I keep a special journal that helps me continually improve my skills.

In it, I briefly review each experience using a simple outline that includes:

  • Project name and date 
  • What worked that may prove to be useful in other projects, if applicable
  • What didn’t work that I should avoid doing again
  • Lessons learned from the experience that is also based on feedback compiled from participant evaluation forms.

Each journal page contains just enough info to refresh my memory about the experience. Viewing the pages individually and collectively yields valuable insights and ideas to consider with each successive facilitation project.

[“Ideas” image by Juan Marin on Unsplash. Photo at left is my facilitator’s journal.]

 

 

Categories
Training & Development

Why Read About Reading?

Because it’s good for your health.

That’s the key message in Read ‘Em & Reap: 6 Science-Backed Ways Reading Puts You on the Road to Achieving More and Living Longer by Tom Collins. [Disclaimer: I was fortunate to review an early draft of the book.]

Collins draws on research from neurology, psychology, cognition, education, and other fields of science to affirm reading’s benefits that positively impact both physical and mental health. Chapter titles include:

    • Reading Reduces Stress
    • Helps You Sleep
    • Improves Your Decision-Making Capacity
    • Makes You a Better Leader

A quick and enjoyable read, this powerful little book offers insight on “deep reading” to find answers and/or explore problems to generate meaning. Its readers will also find an interesting discussion in the print vs. digital debate.

Why I recommend Read ‘Em & Reap

If you’re a hesitant reader, you’ll get the encouragement you need to read more with help on how to develop a proactive reading plan.

If you’re an avid reader, you’ll appreciate the book’s “tips on adding more reading to your life.”

I enjoyed this book because it affirms the benefits of reading on so many levels. I read nonfiction for work to learn more, and I read fiction for pleasure to escape. Now I’m encouraged to go beyond reading just for work and play. Read ‘Em & Reap was the jump-start I needed to expand my reading even more.

 

Categories
Engagement

At the Heart of a Successful Brand

This powerful statement is from the late Bob Wood, former Chairman of Wood Dining Services, whom I had the privilege of interviewing for my first book on internal marketing, Taking Care of the People Who Matter Most: A Guide to Employee-Customer Care. 

Bob was the epitome of an engaged leader who truly cared about his employees and customers as reflected in this description of the company culture:

“The Wood Company’s recipe for success is developing and nurturing its people.
We value and understand the difference they can make in pleasing our customers.”

I wish there were more inspired leaders like Bob who knew how to nourish a successful brand from the inside out.

Categories
Customer service Training & Development

3 Simple Ways to Engage Employees in a Better Customer Experience

Photo by Headway on Unsplash

Need to have your employees better understand and improve the customer experience?

Here are three simple approaches designed to do just that. Each one can be applied to engage employees in sharing their experiences and building on their ideas to take care of customers.

1. Consider the customer perspective 

“Smart people walk in the shoes of their customers. But wise people remove their own shoes first.”

Because empathy is critical to improving the customer experience, it’s valuable for employees to consider and discuss their own experience as consumers. You can engage them in discussing one or more of the following questions, such as:

  • Thinking about a recent experience you had as a customer, how would you describe the quality of that experience? What stood out for you that made it that way? … Based on that experience, would you recommend that company to a friend? Why or why not?
  • As a consumer, how can you tell whether a company is customer-centric?
  • How do you see who you are and what you offer through the customer’s eyes?
  • [Based on the responses to these questions:] What does this say about how we serve our customers? … How can we do better?

2. Consider employee impact 

Use notable quotes from the business press that will work well as discussion-starters to elicit employee reactions and ideas. Here are a few of my favorites:

  • “The easiest way to turn a service into an experience is to provide poor service – thus creating an memorable encounter of the unpleasant kind.” B. Joseph Pine II and James H. Gilmore, The Experience Economy
  • “Customers care about the degree to which you respect and value their business … If you provide customers with clues that you don’t value their business, then all the customer satisfaction in the world won’t help you.” David C. Lineweber
  • “If you respect the customer as a human being, and truly honor their right to be treated fairly and honestly, everything else is much easier.” Doug Smith
  • “Brands are built from within … [they] have very little to do with promises made through advertising. They’re all about promises met by employees.” Ian Buckingham

3. Consider combining both of the above approaches

Depending on how much time you have for discussion, you can start with the empathetic perspective and close with an applicable quote that supports delivering a positive customer experience. Or you can start with a quote and segue to discussing the customer’s perspective. As for selecting quotes, you can even invite employees to share a favorite or create their own.

Helpful tips

When you engage employees in these special discussions — whether as part of orientation, customer service training, staff meetings or retreats — you can elicit their understanding and ideas to better serve customers as well as co-workers who are “internal customers.”

Regardless of which of setting or approach(es) you use, it’s essential to conduct such discussions in a positive, non-threatening, and respectful setting. Your objective is twofold: 

  1. to encourage employees to comfortably share stories and actionable ideas that enable them to better serve customers, and
  2. avoid getting mired in a spiraling critique of complaints.

The key is to not dwell on negative barriers but focus on ways to overcome them.

And don’t forget the food (e.g., appropriate amounts of caffeine, water, sugar, healthy snacks, etc.) that can fuel the thinking and ideation process.

 

Categories
Engagement

“You’re facilitating with what … ?!”

I’m proud to announce that I’m now a Certified Facilitator in LEGO® SERIOUS PLAY®.

That’s right, I can help companies “solve real problems in real time in 3D” using specially selected LEGO® bricks.

LEGO® SERIOUS PLAY® is a proven methodology based on extensive research from the fields of business, psychology, learning, and organizational development. It uses the power of “hand knowledge” that leverages the hand-brain connection: research shows the hands are connected to 70-80% of our brain cells. Using the neural connections in our hands, we can better “imagine, describe, and make sense of situations, initiate change and improvement, and even create something new.”

Participants engaged in this innovative approach “lean-in” to deal with business challenges in a safe environment. “Thinking through their fingers,” participants are fully engaged and empowered to unleash “insight, inspiration, and imagination.”

When is it helpful to use LEGO® SERIOUS PLAY®?

Here is a sample of situations in which it works. Use it when you:

  • Are dealing with a complex challenge/issue that has no clear answers
  • Need to grasp the bigger picture, identify connections, and explore options/solutions
  • Want participants to equally contribute their respective knowledge and opinions on a topic/issue – with 100% engaged participation.

Its application is customized to each organization’s unique situation.

I’m excited to share this new addition to my facilitator tool kit. If your team or organization is ready to discover new insights and uncover fresh perspectives, let’s talk.

 

 

Categories
Engagement

Workplace Engagement: an Inspired Strategy

Image courtesy of https://peopleinsight.co.uk/

We know that people can show up for work fully engaged only to have their enthusiasm and energy chipped away over time; i.e., once engaged doesn’t mean always engaged.

That’s because numerous factors contribute to one’s engagement levels that include an employee’s personal situation (involving health, family, financial well-being, and support systems) and his/her workplace situation (the nature of the job, resources available, company culture, trust, etc.). This means individuals and the organizations they work for share responsibility for engagement: employees need to show up ready, willing, and able to do their best work in a positive environment in which management fully supports employees’ efforts to do their best.

I’ve worked with many people who are committed to doing their best regardless of personal challenges. Whether or not they’re able to maintain their engagement, however, depends on leadership and management effectiveness.

“The willingness of the employee culture can’t be demanded; it can only be inspired. … employee management is only the illusion of control. On their own, people will decide how tightly they’ll embrace a new strategy. Their decision will be affected by whether they’re inspired to do well, whether they have a role model of good performance, and whether they get reinforcement for their performance.” Stan Slap

An engaged workplace is not only inspired, it’s also intentional.

[Image courtesy of http://www.peopleinsight.co.uk/]

Categories
Engagement Training & Development

Let Employees Out of the Bubble for Better Collaboration

Whether getting together in person for problem-solving, planning, or idea-sharing, many employees are thrilled with the opportunity to engage in active discussion when management is truly interested in their input.

I’ve seen the positive impact of these employee gatherings first-hand in my work as a facilitator and trainer. Individual, team, and organizational benefits of effective in-person working sessions include:

  • expanded internal resources through networking and relationship-building with co-workers
  • reduced silos via interdepartmental communication and teamwork
  • enhanced organizational capacity through shared learning, idea-exchange, and renewed focus around a common purpose.

Bringing together employees from different areas of a large organization may incur travel costs compared with lower-cost alternatives of webinars and teleconferences. But the benefits and overall value of connecting employees make a well planned face-to-face gathering a worthwhile investment.

Employee feedback

Here’s what employees say about their experience in these sessions from actual meeting evaluations:

  • It’s good to get out of our bubble and look at the big picture.
  • It was an excellent open forum to bounce ideas off of other employees.
  • Brings together what we’ve been trying to accomplish and articulate in a cohesive, common platform.
  • It provided a sense of team and togetherness.
  • Excellent opportunity to exchange ideas. We’re all in the same boat with common goals.

Want better collaboration and engagement?

“Regardless of how tech-savvy you may be, face-to-face meetings are still the most effective way to capture the attention of participants, engage them in the conversation, and drive productive collaboration.” – Michael Massari

Categories
Engagement

What I Learned About Facilitation as an Accidental Facilitator

“When I grow up, I want to be a facilitator.” I never said those words to my parents and teachers but that’s ultimately what happened. For the past 30 years, I’ve been developing and refining my skills as a facilitator, and it’s an ongoing endeavor.

It’s about people and purpose
Facilitation is “a powerful way of working that gives everyone a chance to be an active part of the decision making process,” according to the International Association of Facilitators (IAF).

I find it appealing because it involves bringing people together for the purpose of:

  • establishing a foundation of mutual understanding
  • exploring possibilities and opportunities
  • communicating concerns
  • sharing and building on individual and collective ideas
  • setting clear direction and agreeing on next steps.

That’s why it’s used in planning, problem-solving, creative thinking, focused discussion, and other types of collaborative meetings.

It’s about discovery
My primary role as facilitator is to guide the process of discovery that enables participants to determine where they want/need to go and what they need/want to do to get there. It starts with learning about the group’s situation, culture, and dynamics to develop the key questions and activities needed to effectively engage participants in a comfortable, non-threatening environment. Then I serve in a dual, somewhat contradictory role: guiding the group to stay focused and on-track while also being flexible if/when the discussion takes a different tack that’s critical to the issues at hand.

What’s most fascinating about my work as a facilitator is that I never quite know what the outcome of a session will be. For example, at one organization’s strategic planning retreat, board member discussion raised more issues than answers that needed to be explored further. With the group’s consensus we suspended the strategic planning portion of the retreat to instead identify important concerns that needed to be addressed before planning could resume at a later date.

It’s about asking the right questions
Although they may not realize it, most of my clients know what they need to do in planning, problem-solving, idea-gathering or ideation. They don’t necessarily know that they know, so my job is to ask the right questions that will help them develop and articulate the answers.

The challenge for me as a facilitator is to identify focused and thought-provoking questions that will be most effective in helping clients. Some questions may also be basic ones that the clients are too busy, overwhelmed, or distracted to ask themselves. Questions are an essential part of any facilitator’s toolkit, and I’m constantly on the lookout for new ones.

To showcase the power of facilitation, IAF recognizes October 15th-21st as International Facilitation Week. I’m proud to be an IAF member that week and every week!

Categories
Engagement

How New Leaders Make or Miss the Mark

When leaders are replaced – whether due to retirement or changing jobs – it can be tricky for the incoming executive. It’s also tricky for the remaining staff members.

Consider these three scenarios drawn from organizations that will remain anonymous. As an employee, how likely would you stay to work with the new leader?

  1. A newly hired executive meets with employees to lay out new goals and directions. Eager to dive in, she accompanies staff members to a meeting with an organizational partner where the new exec dominates the conversation to showcase her expertise and undermines the current staff-partner relationship in the process. She also revamps a regular customer communication piece without asking the employee to explain the situational context. After a few staff members approach the exec to express concern about growing employee frustration, they’re told unhappy employees are welcome to find new jobs.
  2. A consultant in an interim executive position tells the management team how his consulting expertise will help them become successful in their jobs. The exec’s intention and other ego-driven behaviors are received as condescending. Wary in their dealings with the new CEO, team members resort to telling him what he wants to hear while they slowly disengage.
  3. A new nonprofit exec reaches out to staff members, current and former board members, constituents, funders/donors, and community partners to learn their thoughts about the organization. She uses the information and insight gathered from her listening tour, along with the Board’s directives, to develop a collective plan to move forward. In the process, she enlists people’s support in continuing to help the nonprofit further its mission.

The common thread in these situations is respect. In the first two organizations, employees’ expertise and experience are dismissed, whereas in the third they are acknowledged and valued.

Understandably, new leaders want to make their mark. It’s not just what they do but how they do it that impacts employee engagement – positively or negatively.