Tag Archive: customer satisfaction

Whiteboard Workshop: Introduction to Process Mapping

June 10, 2016Blog, , , , , , , , , , , , ,

pmProcess Mapping is awesome and fun and helpful and easy and so amazing, right?

No? If you disagree, you’re not alone. We did a quick Twitter poll and asked people what their thoughts are about Process Mapping. Here are some of the replies:

  • Process mapping? More like process napping! (Click to Tweet!)
  • Process mapping is critical, in that if you don’t do it, you can save the rain forest, your time, and your sanity.
  • Who needs sleeping pills when you could participate in a process mapping session?
  • Process mapping is the paleo of the workplace. (Click to Tweet!)
  • AT FIRST GLANCE THEY ARE SO INTIMIDATING AND COMPLICATED (this one was complete with caps)

So yeah. We get it. There are a LOT of people who don’t like process maps.

At least they think they don’t – they just haven’t met us yet.

But I “Need” to Do Process Mapping

Despite how people may feel about process mapping, they still need to use them. Either they have to design them on their own, or read some that have been designed by someone else. Some people know the “why” behind process mapping but still haven’t quite mastered it, and others have no idea what they are doing or why, only that “they have to do this for audit purposes.”

The truth is that process maps are necessary and critical in so many situations:

  • Training new people,
  • Documenting processes for audits,
  • Understanding the flow of information in an organization,
  • Having a picture of how customers are impacted by business processes,
  • Identifying areas to improve,
  • Identifying areas that are excelling (and should be modelled), and
  • Imagining a future state organizational structure.

So if you, or someone you know needs to do any of these things (or is responsible for others who are), then our latest workshop is for you. Read on.

1Whiteboard Workshop: Introduction to Process Mapping

If you have been reading our blogs for a while, then you know we love to make processes better, and we loathe things that are over-complicated. It follows then, that we don’t do process mapping (or training, for that matter), like most organizations do.

Our latest workshop, Introduction to Process Mapping, was first delivered on May 26th, and was a great success. Some testimonials:

  • I have done process mapping in the past, but it has been a long time since I’ve been able to utilize those skills. I was so happy to attend and receive a great refresher. Thank you!
  • There was a wide variety of different folks with different backgrounds, and you did great to keep all levels engaged and interested.
  • This course came at the perfect time! Something I really liked was the actual process mapping we did as individuals – it helped me demonstrate what I learned from the course.
  • I loved your banter – so funny and yet still professional. (This was our favourite, because we think we are very funny.)

We have two more dates set this fall. Both are Thursdays, and both will be in downtown Toronto (location TBD based on the group).

People who attend this course will be able to

  1. Understand the basics of process mapping theory and activities,
  2. Articulate the value of process consistency and when it can be “too much” (too rigorous),
  3. Demonstrate the ability to facilitate and develop a process map, and use appropriate levels, tools, and concepts (incl basics of Visio), and
  4. Analyze process maps to identify improvement opportunities.

You should come. You really should. CLICK HERE TO REGISTER. And if you have any questions, shoot us a note or Tweet us @whiteboardcons #ILOVEPM.

See you soon,

Ruth.

 

 

Should you follow the pack or go rogue?

June 2, 2016Blog, , , , , , , , , , , , , , , , ,

I’ve been thinking lately about our human tendency to follow the pack and my newfound tendency of “going rogue.” I’m a trusting person and easily influenceable. If you tell me this is the BEST HAND CREAM EVER, I will buy it.  If you tell me you tried a new workout and it was THE HARDEST WORKOUT EVER, I will go and try it tomorrow.  Ask me to smell this milk because it is the MOST EXPIRED MILK EVER, I will get my nose right in there.

So it’s a newfound habit for me to say, “That’s awesome that it is working for you.  Right now I’m doing this, and it is really working for me too. Yay us!”

But Everyone Says So!

People (and probably some science reports too) say that we MUST eat breakfast; doing so helps us consume fewer calories later in the day and maintain a healthy weight and may even improve our concentration and productivity. They also say we shouldn’t weigh ourselves every day because it could case us to become over fixated on what may be natural fluctuations rather than indications of weight gain or loss.

“They” say we shouldn’t look at our phones first thing in the morning – it can distract us from our morning routine and can decrease our productivity by focusing on external priorities rather than our own.

And we mustn’t work out every day, because our bodies won’t have adequate time to recover and we won’t get results.  

Screen Shot 2016-06-02 at 4.57.45 PM

Don’t get me wrong, I realize there are studies and science  that may back these statements up with statistical significance.  But here’s the thing: all of the “pack ideas” I talked about above don’t work for me.

When I eat breakfast, I’m starving all day and (after testing this theory out by tracking and monitoring the data) I consume more calories than are necessary for me to maintain my weight. So do I keep doing it because everyone else is telling me that is the right thing?

Similarly, weighing myself every day keeps me on top of fluctuations that could otherwise be more dramatic after a week.

And I LOVE working out.  Provided I balance my workouts, it is my stress relief and my time that makes me happy. So why should I be unhappy, provided I am being safe and taking care of my body, when my way works for me?

And finally, if I don’t check my phone before bed AND first thing – guaranteed I will miss a meeting, or miss a cancellation of a meeting and make an unnecessary trip.

Now statistically speaking these “rules” might be great for the majority of people, and the majority of people will see better results following these rules.  But, as we know, there is a great deal of human variation.  I am a sparkly unicorn and I am different.  These rules do not work for me.

The thing is, it’s easy to follow the pack.  It’s part of our human nature.

…social conformity is based on mechanisms that comply with reinforcement learning and is reinforced by the neural error-monitoring activity which signals what is probably the most fundamental social mistake – that of being too different from others

Read more: http://news.softpedia.com/news/039-Follow-the-Crowd-039-Tendency-Finally-Explained-102066.shtml#ixzz4ASKrOwCW

Follow The Pack? Or, Go Rogue!

Maybe your competition uses a certain process improvement methodology (like Lean or Six Sigma), or a particular sales tool, or social media strategy and you want to implement it to keep up with the trends. But what if it just doesn’t work for YOU (and your team, and customers, and stakeholders)?
keep-calm-and-go-rogue

  1.  Does it feel natural to do what the pack is doing?  Sure, good habits take time and consistency, but if the process is so difficult that you can’t get the habit to stick, maybe it isn’t the right strategy for you.
  2.  Have you experienced errors, defects, or problems using the pack’s idea? If you notice missed deadlines, faulty products, decreased employee engagement, or increased customer complaints – maybe you need to re-examine your plan.
  3.  Have you tried and tested any other options? If you haven’t tested and tried out alternatives, how do you know that this is the best for you?  How can you make a decision with out data – numbers or experience? Reflect on the past – was there a time that you were doing really well?  What were you doing?  Should you align with the pack, or “go rogue”.

Let us know how you follow the pack or go rogue @whiteboardcons #gorogue or #followthepack!

Until Next Time,

Nicole

When to Survey Your Customers

March 22, 2016Blog, , , , , , , , ,

Surveys. Love them or hate them, they have a place in business, helping organizations and retailers find out what their customers think about their services and products, and helping them identify ways in which they could improve.

We are peppered by surveys seemingly every time we take a receipt from a store or restaurant, buy something online, or – the worst – answer the phone. In fact Survey Monkey, a popular online survey company, estimates they collect 3 million survey results per day!

But people are getting ticked off. In fact, a Forbes article says that response rates are down from 20% to “a paltry 2%.” Add low response rates to poorly constructed and executed surveys, the article goes on to say, and you are just annoying your customers and not getting the information you want anyway.

survey

So you should stop doing surveys then, right?

No. Not right. It’s very very important to get your customers’ viewpoint – just not to the point of annoying the heck out of them.

So as a business owner, how do you go about getting that crucial Voice of the Customer? How do you know when to go to the trouble of asking clients who might not even respond?

Two Simple Questions

There are two things to ask yourself if you are wondering whether to send out a customer survey or not:

  1. Am I making a branding decision?
    • In other words, are you deciding the direction of your organization based on your personal vision or goals? If so, that’s probably something that you don’t need to ask your customers. This is YOUR vision, and hopefully it’s based on the right amount of market research and has a strong business plan behind it.
  2. Am I making a decision on behalf of a customer?
    • If you’re trying to decide on an action that will impact customers, and you could take action A or action B (both of which are in line with your brand), then it’s wise to ask your customers vs. assuming what they would like. For instance, if you want to institute a rewards program and can’t decide whether to offer free product or free product or service dollars, the tendency is to choose what you would prefer. It’s better to ask them.

Don’t Get Carried Away

Once you’ve decided to do a survey, make sure you follow these three simple rules so that you can get the right data AND not risk the loyalty of your customers:

  • Don’t offer people free stuff just to do the survey. It will dilute your response and encourage people to click through quickly for the reward at the end.
  • Make your survey SHORT. Statements like “this survey should take 5 minutes” are misleading – you don’t know how long it takes people to read! Keep it under 5 questions, and keep each one very short.
  • Make the questions relevant! Don’t bother asking stuff you’re just curious about – only the things you really need to know.

It’s always a good idea to ask permission too. In these days of spam and junk mail and survey overkill, it’s wise to allow people to opt in to your survey.

Good questions, well asked, will result in priceless information for your business, and will allow your customers to speak for themselves. That’s ALWAYS better than assuming you already know what they want to say.

Until next time,

Ruth.

 

 

Guest Blog Post – OMG! Emotions in the Office!

October 24, 2014Blog, , , , , , , , ,

linda hillsLinda Hills is a seasoned Learning & Organizational Development practitioner whose mission is to help leaders, teams and organizations create emotionally intelligent transformational change. Over the past 20 years, she has designed, developed and delivered learning and organizational development interventions while working in software, financial services and the not-for-profit sector. Linda has a Master’s degree in Adult Learning and is a certified Emotional Intelligence, and Vital Signs Assessor with Six Seconds, a certified Change Practitioner through Connor Partners CIBC program, and is also certified as a Strengths Deployment Inventory (SDI) Facilitator/Coach.  She is currently an Executive Director in the not-for profit sector, leading her organization through an emotionally intelligent transformational change.

Linda will be offering The Six Seconds Emotional Intelligence Assessment (SEI™) at our upcoming course, Leading Process Change, in Toronto Nov 5 & 6. Find out more about that and about Linda HERE.

Linda over to you:

 

OMG! Emotions in the Office!

I’m with Linda North on this one:  Process isn’t my favourite thing.  But there are two other words in the title of Ruth and Nicole’s upcoming course (Leading Process Change) that strike a chord with me:  leading and change.  Why?  Because both of these concepts are deeply rooted in human emotion, and helping people build emotional intelligence is my “raison d’etre”.

We first heard the term “emotional intelligence” in 1995, when Daniel Goleman wrote his groundbreaking book of the same name.  Since then, much has been written, many versions of it have come along, and yet it remains largely conceptual, if not absent, in most organizations.  Emotions are still seen as soft and disruptive, and are unwelcome in a professional environment.

And yet therein lies a critical misunderstanding about emotions.  In a work setting the word conjures up images of someone losing their temper and yelling at colleagues, or storming out of a meeting.  These are perfect examples of emotions that have not been managed, and that fuel the aversion to them.  So in the business world, we prefer to “leave emotions out of it”.

This couldn’t be more wrong!   Emotions are assets.  They give us information and energy1. Not to mention they are automatic and pretty hard to hide2 (even when you think you are doing so masterfully, that twitching eyebrow gives you away :).  Think about fear for a moment.  It is seen as a negative emotion, but what is it telling you?   If you guessed that it’s telling you that soEmotional Intelligence Imagemething could go wrong, you’d be right.  And how might that be a good thing?  It can protect you from dangerous situations.

So what is emotional intelligence?  The model I use was developed by Six Seconds, so named after the amount of time it takes for the chemical reaction in our brains to settle down after we react to something.  The model comprises eight competencies that allow us to use thinking AND feeling to make optimal decisions.   These eight competencies are divided into three main categories:

  1. Know Yourself:  This is about awareness.  It’s being aware of your emotions, and recognizing the patterns of behaviour that they produce
  2. Choose yourself:  This is about management.  It’s navigating your emotions, thinking about the consequences of your actions and behaviours, exercising optimism and engaging internal (vs. external) motivation.
  3. Give yourself:  This is about direction.  It’s developing empathy for others, and pursuing a “noble goal” – a purpose greater than yourself.

These are easier said than done!  It takes reflection and effort to build these competencies, but they can all be learned!

If you aren’t sold on emotional intelligence, consider this:

  • Harvard Business Review called it the “key to professional success”3
  • Microsoft CEO Satya Nadella says that “…in the long-run, EQ trumps IQ…”4
  • At the US Army Training Centre, the saying is that “…Leadership is a lifelong journey of just 18 inches – from head to heart…”5

And if that isn’t enough, take a look at the bottom line stats:  when leaders practice emotional intelligence the impact on outcomes is clear; it is predictive of6:

  • 46% of Customer Service
  • 28% of Performance
  • 45% of Retention

With the last Gallup Engagement survey (2013) showing that 63% of employees worldwide are not engaged, and 24% actively disengaged7, it’s time for leaders to up their game.  And that means developing EQ to (at a minimum!) match their IQ.

Looking forward to seeing you on November 6th!

Linda

 

References

1At the Heart of Leadership:  How to Get Results with Emotional Intelligence, Joshua Freedman, Six Seconds, San Mateo, California, 2007

2Vital Organization Field Guide, Joshua Freedman and Massimiliano Ghini, September 2014

3 HBR “Breakthrough Ideas for Tomorrow’s Business Agenda,” April 2003

4 Times of India, “Microsoft CEO Satya Nadella tells students, fall in love with what you do,” October 1, 2014

5 The Vital Organization Field Guide, Joshua Freedman and Massimiliano Ghini, September 2014

6At the Heart of Leadership:  How to Get Results with Emotional Intelligence, Joshua Freedman, Six Seconds, San Mateo, California, 2007.

7 http://www.gallup.com/poll/165269/worldwide-employees-engaged-work.aspx, retrieved October 22, 2014.

A business model that works for you!

April 11, 2014Blog, , , , , , ,

After enjoying a sunny and fabulous yoga retreat at Anamaya Resort in Costa Rica I am now back to the daily grind. I spent 7 days enjoying the most fabulous organic food (grown on Anamaya’s own farm), getting my chakra on with the most amazing Yoga/Dance/Everything Instructor, Melissa-Jane Shaw, meeting a fabulous smart group of women (and one lovely man), Salsa dancing and busting a move to Beyonce, and above all, estro-bonding with my bestie, Yaryna.

While sometimes blog ideas elude me, this one was as clear as the Costa Rican sunrise over the Pacific Ocean: Things don’t have to be done the way they’ve always been done. Do them so that your customer is surprised and delighted. (Click to Tweet).

View

So I’ve been to a ton of resorts, spas, retreats, hotels, motels, all-inclusives, B&B’s, Inns, timeshares – you name it and I’ve probably been there.  What’s the first part of the process when arriving at your destination? Checking-In.  Whom do you likely deal with most during this transaction? The reception desk.  Some do it really well, others have trouble communicating, others are bombarded with clients. Now, Anamaya has this down pat:

You arrive, a delicious smoothie is placed in your hand, and you are directed to enjoy the most stunning view you have ever seen. There’s a little house where you do the check in – you are then introduced to your receptionist for the day.  She’s in the kitchen, helping prepare for communal meals in the main house, helping you at the boutique to buy fabulous yoga wear, arranging taxis, booking spa treatments, grabbing you a glass (or 3) of white wine.  You name it, she’s on it.  It worked so well, and created such an amazing family atmosphere, that tears are shed on the last day of every retreat without a doubt! The best part is she’s quietly and un-assumingly documenting your purchases, so that checkout (back in that little house) is a clear, transparent breeze! It was literally genius. Literally. I can’t even.  Those folks deserve the Whiteboard Process of the Year Award (wait – Ruth – we should do that!).

Nicole & Gretel

Me & Gretel one of the receptionists that I absolutely LOVED! Sorry for my yoga hair and crossed eyes (selfies –ugh).

So what’s the moral of the story? Don’t be afraid to try something new with your business model.  Here are a few tips on trying out a new business model for interacting with clients:

5 Tips to a business model that surprises and delights

  1. Seek unique business models from your industry competitors for interacting with clients. Try them. Use them. Figure out what works and what doesn’t.
  2. Take a leap of faith.  It’s not easy, but it doesn’t always have to be the way it’s always been.  Change is hard guys!
  3. Test and trial them out.   See what will work best for your environment. Clearly the model I described above won’t work at the Four Seasons in downtown Toronto.  Find out what works for you and your customer.
  4. Survey your customer.  Get their feedback, input, and suggestions for improvement. You’ll know you have it right when you have raving reviews.
  5. Process. Process. Process.  Think I forgot? I think not.  Document and standardize your processes so that you can continuously improve and monitor your progress.

Do you have any examples of a unique business model that worked?  Tell us about it @whiteboardcons!

Do you believe you should win the Whiteboard Process of the Year Award?  Let us know  – we’ll throw you a fancy party and celebrate your awesome process (whether we helped you with it or not!).

Until next time,

Nicole