Tag: management

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Engagement

Gather Round: A Staff Meeting Template That Really Works

This popular post shares a practical and engaging staff meeting agenda. It’s been updated from its original posting in 2009.

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With e-mail dominating internal communications, staff meetings are becoming a lost art form. Here’s a meeting template that helps engage employees and minimize their passive participation.

I initially developed this template for an advertising & marketing firm that needed to bring together its creatives and administrators (aka “the suits”). With the creative staff at their desks and the account execs meeting with clients or media reps outside the office, casual internal communications was no longer effective for this group of 12 employees.

The following agenda (approximately one hour in length) was used in the agency’s staff meetings held twice a month. This template can be adapted by other organizations to suit their needs.

  1. What’s going on – agency principals share strategies, policies, and organizational updates with time allowed to address employee questions and concerns.
  2. Business development updates – account execs, sales and/or administrative staff members discuss:
    1. New clients and prospects,  including which account execs are involved so staff know the key agency contacts if a new client or prospect calls.
    2. Expanded client opportunities, soliciting employees’ ideas and suggestions on “what else” can be offered to help clients achieve their marketing and sales goals.
    3. Analysis of lost business to understand what happened with any terminated account.
  3. Campaigns in progress – creative and media staff members briefly share creative work and, if needed, changes or updates to existing campaigns.
  4. Lessons Learned – one or two employees voluntarily share a recent work-related experience:
    1. Favorite Mistakes (things we did that we don’t want to repeat)
    2. Favorite Catches (good things we did that we hope to do again).
  5. Wrap up/next steps – summarizing any follow up action items.

Implementing this meeting template resulted in a more informed and cohesive staff that better understood the firm’s business.They also expressed a better appreciation for how their individual and collective efforts contributed to client service and satisfaction.

 

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Engagement

Sage Advice for Dealing with Management Turnover

Senior and middle managers leave organizations for many reasons: poor performance, management or board conflicts, retirement, health issues, new opportunities, etc.  The euphoria or disappointment felt by employees soon gives way to uncertainty and anxiety regarding the manager’s replacement if s/he is brought in from another organization. Change can be scary, especially given the unknown of the newcomer’s personality and agenda.

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 manager recommended by thought leader and academic Henry Mintzberg in his classic (1999) article “Managing Quietly.” He describes managers that:

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

 

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Customer service Engagement Featured Post

How to Engage Employees in Customer Care

When it comes to getting employees involved with customer satisfaction and retention, it’s not as difficult as some managers believe. Smart employees, including those who don’t have direct customer contact, have a vested interested in customer care. They get the reality that no customers = no business, and no business = no jobs.

Here are four critical keys to effectively engage employees in improving customer care.

Key #1. Solicit customer feedback from your employees. In staff meetings or in anonymous written form, ask employees to share what they hear from customers. You can use fill-in-the-blank type questions such as:

  • When asked what they like best about our company, our customers typically tell me …
  • When asked for ideas on how we can improve our products/service, customers tell me …
  • Recently, I heard about a customer’s (positive or negative) experience with our company. This is what the customer told me …
  • When people hear I work for this company, their typical response is …

Employees, especially those on the front line, have their ears to the market and need a safe outlet to communicate what they hear upward in the company. Their qualitative feedback is also valuable in alerting you to any changes in public perceptions about your brand.

Key #2. Solicit employee ideas on how to better serve your customers.  I once worked for a bank that received low customer satisfaction scores. Management responded by calling a meeting to share the results and then proceeded to berate the branch managers for the poor scores. And the bank wondered why their quarterly numbers didn’t improve while employee morale also declined! Yes, there were operational issues, but management didn’t want to hear about them. How much better it would have been for everyone if bank management had taken the time to ask branch team members some basic questions:

  • What gets in the way of your being able to provide quality service to our customers?
  • What can we reasonably do, given our resources, to overcome these obstacles?
  • In what ways can we better serve our customers?

Key #3.  Seek to strengthen workplace engagement from the inside out. Internal customer service drives external customer service. That’s why it’s important to engage the behind-the-scenes support staff who serve their fellow employees (i.e., “internal customers”). Encourage employees to work together to improve internal service and systems.

Key #4. Recognize your employees’ efforts in improving customer care. Acknowledge and reinforce employee engagement in improving customer satisfaction and retention in whatever way works best  in your organization.  And don’t forget to celebrate your success. (Not sure what to do here? Ask your employees.)

CAUTION: Employees feel respected when management asks for their input and listens to them. Nothing will shut down communication and trust faster than when employees see managers as just going through the motions to engage them. That’s why I advise you to proceed ONLY if you are serious about responding to your employees’ input and ideas. You’re not expected to implement every single employee idea you receive, but you are expected to explain which are feasible and which are not. Otherwise, you can forget about passing go and forget about collecting $200, as they say in Monopoly. Most definitely, you can forget about employee and customer engagement!

 

Categories
Engagement

How Many of Your Employees Will Be Looking to Change Jobs This Year?

“Preparing for Take-Off,” a global study on turnover conducted by The Hay Group, forecasts employee turnover will rise sharply in 2014. People considering a job change this year are encouraged by reports of a growing competition for talent spurred by the global economy.

If they haven’t done so already, executives and managers need to ask themselves: Who in the organization is most likely to leave? Hint: it’s not always the employees you’re happy to see exit.  And who is most likely to stay? It’s not always the top performers you rely on. What managers perceive as employee loyalty may simply be an employee’s lack of opportunity up to this point.

“With retention a growing concern for organizations – not just for key high performing employees, but also core employees – understanding the factors that drive commitment and loyalty is essential for managing increasing turnover risks in the months and years ahead. Now is the time for organizations to understand where they stand on and tackle these influences, to keep employees from taking flight.”  Mark Royal, The  Hay Group senior principal and co-author of The Enemy of Engagement.

 

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Engagement Training & Development

When I Grow Up, I Want to Be a Facilitator

Trust me, I never said that to my parents and teachers. But that’s what’s happened as my career evolved, and I’ve spent most of my 25 years with Quality Service Marketing developing and refining my skills as a facilitator.

What is facilitation?
“It’s 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). It’s used in planning, problem-solving, creative thinking, input/feedback sessions, and other types of collaborative meetings. In my experience, facilitation involves establishing a base of mutual understanding … exploring possibilities and opportunities … communicating concerns … sharing and building ideas … setting clear direction and goals … and agreeing on next steps and responsibilities, including actions and follow up measures.

It’s about discovery
My 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. I start by learning as much about the group’s situation and culture as possible so I can develop the key questions and activities needed to effectively engage all participants in a comfortable, non-threatening environment. Then I get to serve in a dual, somewhat contradictory role: guiding the group in its discussions to keep on track and maintain focus, while also stepping back for those times when the group goes off in a different direction that’s critical to the discussion at hand.

The process is fascinating as I never quite know what the outcome will be, and I tell clients this upfront. 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, and the board then focused on identifying the critical topics that needed to be addressed before continuing strategic planning.

As a facilitator, I’ve also discovered many insights into group behavior, communication, and collaboration.

It’s about asking the right questions
Although they may not realize it, most of my clients intuitively know what they need to do in planning, problem-solving, idea-gathering or ideation. So my primary role as facilitator is to objectively ask the questions that enable them to discover and articulate the answers they need. The type of facilitation I prefer to use is Solutions-Focus, a positive approach to generating change that builds on what is possible rather than trying to fix what is problematic. (Special thanks to my colleague and solutions-focus mentor, Alan Kay, for introducing me to this approach many years ago.)

It’s International Facilitation Week
I’m proud to be an IAF member and celebrate International Facilitation Week the third week in October. I’ll share some of my favorite resources for facilitators in my next post.

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Categories
Engagement Featured Post Training & Development

Overcoming the Responsibility vs. Authority Conflict: Lessons in Collaboration

How do you manage working with others when you’re responsible for a project they’re involved with, yet you’re given limited or no authority to get the work done?

While I do not recommend this approach, I’ve observed it in many organizations due to reasons that involve internal politics, lack of role clarity, and unshared commitment to goals, to name a few. I’ve also seen people without management authority effectively hurdle the challenge of working with others. Here are examples and lessons learned from two former clients I had the privilege of serving.

  • The “consortium” included representatives of federal statistical agencies from different countries that voluntarily came together to share their work and improve the comparability of their data. What was fascinating was this group worked cooperatively together in addition to their regular job responsibilities and without any extra staff support and resources. They developed and agreed on a mission statement, strategic plan, and working groups to complete a special joint project. They also walked a fine line to work informally–without bureaucratic interference from their respective agencies–while maintaining the necessary formal communication with their respective senior managers to assure continued institutional support for their activities.
  • The “coordinator” was set up to implement a federally-funded initiative for social change that called for integrating the efforts of existing community partners. The coordinating organization in this case had no authority over the partners and no grant-making ability to fund their involvement; i.e., partner participation was purely voluntary. While the overarching mission for social change was closely aligned with the partners’ respective missions, the nonprofits involved were already stressed with more demands than resources. So to engage its partners, the coordinator applied the WIIFM (“what’s in it for me?”) principle by offering them the opportunity to:
    • maximize their respective organizations’ impact in support of the initiative’s overarching goals
    • have a voice in making a difference
    • network with other partners
    • enhance their community visibility.

Lessons Learned
The purpose, structure, and goals of the “consortium” and “coordinator” were vastly different. However, they shared one thing in common: they had to rely on collaboration, rather than authority, to operate effectively. Here are the common elements of how they made it happen:

  • Mutual respect for all the participants/partners involved
  • Aligning and reinforcing a shared mission, vision, and goals among the various players
  • Clarifying and communicating role expectations
  • Frequently sharing progress updates with those involved
  • Recognizing and celebrating individual and collective achievements.

These lessons are applicable in almost all situations, not just those with responsibility vs. authority issues. As communications consultant Kare Anderson says:

“For most of our lives we’ve been advised to lead and manage others. We’ve been taught to resolve conflict, influence, negotiate and otherwise attempt to get what we want from people … But what about the concept of us? More people would rather enjoy the camaraderie of smart collaboration than be lead, persuaded or managed.”

Categories
Engagement Marketing

Favorite Quotes on the Employee Engagement and Brand Connection

It’s a fairly simple equation – as hotelier Bill Marriott once said, “Take care of your employees and they’ll take care of your customers.”

Here are more of my favorite quotes about the employee engagement and brand connection:

“More than any other communications medium, employees can breathe life, vitality, and personality into the brand.”  Leonard L. Berry and A. Parasuraman, Marketing Services

“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

“The only reason your business is successful is because every interaction between employees and customers is positive. This only happens when employees are treated super well.”  Ann Rhoades

“Happiness in the workplace is a strategic advantage. Service comes from the heart, and people who feel cared for will care more.”  Hal G. Rosenbluth, The Customer Comes Second

“Over time, as we focused more and more on our culture, we ultimately came to the realization that a company’s culture and a company’s brand are really just two sides of the same coin. The brand is just a lagging indicator of a company’s culture.”  Tony Hsieh, Delivering Happiness: A Path to Profits, Passion, and Purpose

“If you begin your branding process by declaring an ‘aspirational brand’ without aligning it with the reality of employees’ daily work experience, you are in danger of writing a check your culture can’t cash.”  Leigh Branham and Mark Hirschfeld, Re-Engage

Whose words of inspiration on employee engagement and the brand do you like?
I welcome your favorite quotes on this topic.

Categories
Training & Development

Staff Meetings 101: A Guide for Younger Employees

Undercurrents in the workplace are conspiring against face-to-face staff meetings. Organizations seem to hold fewer of them, due to time constraints or a preference for the expediency of electronic communication. A growing generation of high school and college grads are entering the workforce with finely-honed texting and screen-time skills, but less experience in face-to-face interaction. In addition, corporate “soft-skills” training programs in management development and organizational communications have been waylaid by reduced budgets.

Despite this gloomy scenario, face-to-face meetings will never become extinct. So here’s a quick guide to help younger employees and/or those new to the workforce effectively participate in (and eventually conduct) productive staff meetings.

  • Know the reason for the meeting BEFORE you attend; if this info isn’t available, ask the meeting leader to clarify the meeting’s purpose. It’s a waste of peoples’ valuable time if they’re not told the reason for the meeting. The only exception is a special meeting called by senior managers to share sensitive information that they’re unable to let employees know about in advance.
  • It’s OK to ask: “What is supposed to happen as a result of this meeting?” For example, is the meeting’s purpose to make a decision? Or clarify issues and concerns as input for decision-making? Asking questions in meetings can be a great strategy to clarify information, probe deeper into issues, and demonstrate that you’ve been listening  – as long as you’re not asking questions just for the sake of asking questions. However, if you’re confused about the discussion, it’s better to speak up than to sit quietly and give the impression you understand when you don’t have a clue. In most cases, if you have a question, so might other people … and they’ll appreciate that you spoke up about it.
  • Be prepared to participate – know whether your role is to provide information, present issues/concerns, exchange ideas, and/or listen so you can take the meeting’s information back to your fellow employees. The more you know what is expected of you, the better you can prepare and contribute to a productive and efficient meeting.
  • Be respectful of everyone’s time; save any small talk during the meeting for the break room or coffee machine. There may be chit chat at the beginning of the meeting while the group warms up, but continuing it during the meeting only wastes time and annoys co-workers (not to mention the meeting leader).
  • It’s good to ask: “What follow up is needed? Who will do what … when?” The answers should confirm and reinforce any follow up that’s expected of you and others. Whenever possible, you want to avoid saying, “I didn’t know I was supposed to do [fill-in-the-blank] after the meeting!”
  • It’s also good to ask: “What, if any, information from this meeting needs to be shared and with whom?” This response should help ensure communication is passed along to others in the company. It will also prevent you from making the major mistake of sharing sensitive or confidential information not meant to be shared.

Besides knowing what to say and do in a staff meeting, it’s helpful to know what NOT to say and do. I’ll cover that in my next post.

 

Categories
Engagement

Stop Treating Employees Like They’re Stupid

A friend who works for a Fortune 500 company called me in disbelief. His company held an all-employee meeting to share its end-of-year results. Among the key messages:

  1. The company had a great year and profits were up.
  2. Due to the uncertain economy, no merit increases would be given.
  3. If employees were upset, they could write to their congressional representatives because the government’s inability to make a decision on the debt situation was to blame for fiscal uncertainty.

Sadly, it’s not uncommon these days for companies to hold back from sharing the wealth. [Check out this Business Insider post, We Need To Stop Maximizing Profit And Start Maximizing Value.] But to suggest employees blame the government?! I’m guessing the internal communications folks didn’t get a chance to vet the CEO’s remarks.

Here’s the takeaway for employees who do their best to help the company achieve its financial goals: their hard work is acknowledged and recognized but NOT rewarded because senior management says it’s out of their control. Yeah, right …

Not to worry, though, as this company’s employees are still engaged – they’re engaged in updating their resumes and networking for new jobs.

 

 

Categories
Engagement

“Share of Mind, Share of Heart” Book News

Nonprofit professionals, leaders and volunteers interested in Share of Mind, Share of Heart: Marketing Tools of Engagement for Nonprofits now have the option to purchase it in both print and electronic versions. In response to numerous requests, my latest book is available for purchase and download at Energize Inc.’s Bookstore. I’m honored that Energize, Inc., a valuable resource for ALL things related to volunteerism, has chosen to offer my book.

For those readers who prefer print, Share of Mind, Share of Heart: Marketing Tools of Engagement for Nonprofits is conveniently available online through WME Books, and Amazon.