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September 2010
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"A Process is only as good as the People." -kh

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The X-Files

Kotter’s 8-Step Change Model

Any good CI Professional knows that the success of ANY project starts with the basics……

Change is the only constant.
- Heraclitus, Greek philosopher

What was true more than two thousand years ago is just as true today. We live in a world where “business as usual” IS change. New initiatives, project-based working, technology improvements, staying ahead of the competition – these things come together to drive ongoing changes to the way we work.

Whether you’re considering a small change to one or two processes, or a systemwide change to an organization, it’s common to feel uneasy and intimidated by the scale of the challenge.

You know that the change needs to happen, but you don’t really know how to go about doing delivering it. Where do you start? Whom do you involve? How do you see it through to the end?

There are many theories about how to “do” change. Many originate with leadership and change management guru, John Kotter. A professor at Harvard Business School and world-renowned change expert, Kotter introduced his eight-step change process in his 1995 book, “Leading Change.” We look at his eight steps for leading change below.

Step One: Create Urgency

For change to happen, it helps if the whole company really wants it. Develop a sense of urgency around the need for change. This may help you spark the initial motivation to get things moving.

This isn’t simply a matter of showing people poor sales statistics or talking about increased competition. Open an honest and convincing dialogue about what’s happening in the marketplace and with your competition. If many people start talking about the change you propose, the urgency can build and feed on itself.

What you can do:

  • Identify potential threats, and develop scenarios showing what could happen in the future.
  • Examine opportunities that should be, or could be, exploited.
  • Start honest discussions, and give dynamic and convincing reasons to get people talking and thinking.
  • Request support from customers, outside stakeholders and industry people to strengthen your argument.

Step Two: Form a Powerful Coalition

Convince people that change is necessary. This often takes strong leadership and visible support from key people within your organization. Managing change isn’t enough – you have to lead it.

You can find effective change leaders throughout your organization – they don’t necessarily follow the traditional company hierarchy. To lead change, you need to bring together a coalition, or team, of influential people whose power comes from a variety of sources, including job title, status, expertise, and political importance.

Once formed, your “change coalition” needs to work as a team, continuing to build urgency and momentum around the need for change.

What you can do:

  • Identify the true leaders in your organization.
  • Ask for an emotional commitment from these key people.
  • Work on team building within your change coalition.
  • Check your team for weak areas, and ensure that you have a good mix of people from different departments and different levels within your company.

Step Three: Create a Vision for Change

When you first start thinking about change, there will probably be many great ideas and solutions floating around. Link these concepts to an overall vision that people can grasp easily and remember.

A clear vision can help everyone understand why you’re asking them to do something. When people see for themselves what you’re trying to achieve, then the directives they’re given tend to make more sense.

What you can do:

  • Determine the values that are central to the change.
  • Develop a short summary (one or two sentences) that captures what you “see” as the future of your organization.
  • Create a strategy to execute that vision.
  • Ensure that your change coalition can describe the vision in five minutes or less.
  • Practice your “vision speech” often.


What you do with your vision after you create it will determine your success. Your message will probably have strong competition from other day-to-day communications within the company, so you need to communicate it frequently and powerfully, and embed it within everything that you do.

Step Four: Communicate the Vision

Don’t just call special meetings to communicate your vision. Instead, talk about it every chance you get. Use the vision daily to make decisions and solve problems. When you keep it fresh on everyone’s minds, they’ll remember it and respond to it.

It’s also important to “walk the talk.” What you do is far more important – and believable – than what you say. Demonstrate the kind of behavior that you want from others.

What you can do:

  • Talk often about your change vision.
  • Openly and honestly address peoples’ concerns and anxieties.
  • Apply your vision to all aspects of operations – from training to performance reviews. Tie everything back to the vision.
  • Lead by example.

Step Five: Remove Obstacles

If you follow these steps and reach this point in the change process, you’ve been talking about your vision and building buy-in from all levels of the organization. Hopefully, your staff wants to get busy and achieve the benefits that you’ve been promoting.

But is anyone resisting the change? And are there processes or structures that are getting in its way?

Put in place the structure for change, and continually check for barriers to it. Removing obstacles can empower the people you need to execute your vision, and it can help the change move forward.

What you can do:

  • Identify, or hire, change leaders whose main roles are to deliver the change.
  • Look at your organizational structure, job descriptions, and performance and compensation systems to ensure they’re in line with your vision.
  • Recognize and reward people for making change happen.
  • Identify people who are resisting the change, and help them see what’s needed.
  • Take action to quickly remove barriers (human or otherwise).

Step Six: Create Short-term Wins

Nothing motivates more than success. Give your company a taste of victory early in the change process. Within a short time frame (this could be a month or a year, depending on the type of change), you’ll want to have results that your staff can see. Without this, critics and negative thinkers might hurt your progress.

Create short-term targets – not just one long-term goal. You want each smaller target to be achievable, with little room for failure. Your change team may have to work very hard to come up with these targets, but each “win” that you produce can further motivate the entire staff.

What you can do:

  • Look for sure-fire projects that you can implement without help from any strong critics of the change.
  • Don’t choose early targets that are expensive. You want to be able to justify the investment in each project.
  • Thoroughly analyze the potential pros and cons of your targets. If you don’t succeed with an early goal, it can hurt your entire change initiative.
  • Reward the people who help you meet the targets.

Step Seven: Build on the Change

Kotter argues that many change projects fail because victory is declared too early. Real change runs deep. Quick wins are only the beginning of what needs to be done to achieve long-term change.

Launching one new product using a new system is great. But if you can launch 10 products, that means the new system is working. To reach that 10th success, you need to keep looking for improvements.

Each success provides an opportunity to build on what went right and identify what you can improve.

What you can do:

  • After every win, analyze what went right and what needs improving.
  • Set goals to continue building on the momentum you’ve achieved.
  • Learn about kaizen, the idea of continuous improvement.
  • Keep ideas fresh by bringing in new change agents and leaders for your change coalition.

Step Eight: Anchor the Changes in Corporate Culture

Finally, to make any change stick, it should become part of the core of your organization. Your corporate culture often determines what gets done, so the values behind your vision must show in day-to-day work.

Make continuous efforts to ensure that the change is seen in every aspect of your organization. This will help give that change a solid place in your organization’s culture.

It’s also important that your company’s leaders continue to support the change. This includes existing staff and new leaders who are brought in. If you lose the support of these people, you might end up back where you started.

What you can do:

  • Talk about progress every chance you get. Tell success stories about the change process, and repeat other stories that you hear.
  • Include the change ideals and values when hiring and training new staff.
  • Publicly recognize key members of your original change coalition, and make sure the rest of the staff – new and old – remembers their contributions.
  • Create plans to replace key leaders of change as they move on. This will help ensure that their legacy is not lost or forgotten.

Beyond Continuous Improvement

By Mitchell Ditkoff

Curiously, the root of the word “reengineer” is “engine” (as in the machine that powers forward movement) and the root of the word engine is “gine” – from the Latin “ingenum”, meaning “genie” – the spirit that drives the engine – (from the same root as the word “genius”). What reengineering enthusiasts have unfortunately forgotten is that it’s the “genie/genius” that drives the engine (and its company forward) that has all too often become ritualistically excised from the formula.

The result? Organizational “solutions” become overly “systems driven” and do not give proper due to the “genie” – the collective intelligence, creativity and brain power of the people who actually do the work.In today’s nano-second, downsized, caffeine buzzed business world, large companies are increasingly demanding that “their people” find new and better ways of getting the job done. During the inglorious days of the 1950’s, an efficiency expert might be called in, a bespectacled, uncharismatic gentleman with a fascination for predictability, control, order and replicability. “A place for everything and everything in its place”, was his motto. It wasn’t a great leap of faith for managers to buy into this “consulting service” since it seemed likely to yield increased productivity and reduced costs. Indeed, it often did. Eventually, this service matured into an “organizational intervention” and was renamed and repriced.

The name? “Reengineering”. The price? A lot. And the theory upon which all of this was based has also been one difficult to find fault with: most company’s “processes” are sadly misconfigured and, like the average American city, have grown to incredibly convoluted proportions without much thought for elegance, orderliness and true necessity. Systems all too often are disconnected from organizational needs, bringing with it an extraordinary amount of confusion, frustration and late night existential howling at digital moons.

Businesses have become “businesses” unnecessarily, with undue resources being committed to working around unfriendly and counterintuitive work processes.

The “Quality Movement”, in many ways has also marched down this same people-less road. A corporate version of “smart bombing”, most quality programs assume that left-brained, analytical, continuous improvement tools and techniques are sufficient to generate substantial organizational improvements.

Wrong. Well, at least partly wrong.

Root cause analyses, histograms, fishbone diagrams and the like do have an important role to play in an organization’s effort to operate optimally. Indeed, when predictability, control and measures are the key drivers, continuous improvement tools can be very useful. However, (big pause here…drum roll…and a paradigm shift to go), predictability, control and measures are not the only parameters that guide a company’s success.

America’s addiction to continuous improvement fundamentally ignores several key principles of the creative process. Wasn’t the universe itself created out of chaos? Invention, innovation, ingenuity and creativity are not merely “processes” that can be replicated by getting everyone to follow the dots drawn by some reductionist-driven consultant. For that, something else is needed – something that embraces chaos, paradox and discontinuity. The invention of penicillin? A surprise to the inventor. Accidental. The invention of Teflon? An experiment gone awry.

The discovery of Velcro? Certainly not a function of a fishbone diagram. Time and again the literature speaks of breakthrough moments and breakthrough ideas being preceded by a breakdown of the existing order. “You can’t get there from here”, could be their motto. Logic is replaced by alogic, analysis by intuition, fixed laws by mutable laws. Is light a wave or a particle? Both and neither, depending, of course, on who the experimenter is. And what about the Theory of Dissipative Structures which posits that everything in this universe eventually falls apart only to reorganize itself at a higher level? Oops. RIP to TQM.

True innovators, entrepreneurs and change agents need to wean themselves from their addiction to organizational law and order to allow more discontinuity in their lives. Indeed, honoring the laws of discontinuity is the most responsible thing a sentient change agent can do. Otherwise he/she/it is, at best, moving the chairs around on the Titanic. (The boat is sinking, but you know exactly how many chairs are on board and at what rate they are sliding into the sea.)

How then, does a company introduce “discontinuous improvement” into their culture? How does a company intentionally stir the soup, challenge the status quo, and otherwise catalyze breakthrough thinking without the whole “thing” defaulting down to some kind of corporate Lord of the Flies?

United we stand...divided we fall.......

Very good article by Susan Heathfield. I could not agree more with 1, 2, and 5. The others to me are “optional”

“Team work, effective work teams, and team building are popular topics in today’s organizations. Successful teams and team work fuel the accomplishment of your strategic goals. Effective work teams magnify the accomplishments of individual employees and enable you to better serve customers.”

If you’re experimenting with ongoing teams, start with a few to determine what team activities your organization can support. Teams require resources, and especially, time. Your teams are most effective when:

-a diverse group of employees is able to participate,

you limit the number of teams on which any one employee mayparticipate

-the teams establish a regular meeting schedule,

-you require periodic team goal setting,

minutes or notes are posted from team meetings or projects, and

-teams self-perpetuate by regularly adding newer employees.

There are five work teams that every organization needs. I’ve seen many different approaches to team roles and responsibilities. Different organizations may also group responsibilities differently. As an example, I asked the safety committee to take on employee wellness responsibilities in one organization. The team refused, preferring instead to add environmental responsibilities. With this in mind, these are the five teams I most frequently recommend.

1. Leadership Team (No brainer, eh?!)

Often an organization’s senior managers or department heads, the leadership team is the group that must pull together to lead your organization. The leadership team is responsible for the strategic direction of your organization, The leadership team plans, sets goals, provides guidance to, and manages your organization.

2. Motivation or Employee Morale Team (most overlook this VITAL team…trust me)

Known by different names in various organizations, the Employee Morale Team plans and carries out events and activities that build a positive spirit among employees. The team’s responsibilities can include activities such as hosting employee lunches, planning company picnics, fund raising for ill employees, and fund raising for philanthropic causes. The team leads the celebration of company milestones, employee birthdays, and the arrival of new babies. The team sponsors company sports teams. You can have fun with this team as the team’s only limit is the imagination of the team members.

3. Safety and Environmental Team

The team ensures the safety of employees in the work place. The team takes the lead in safety training, monthly safety talks, and the auditing of housekeeping, safety, and workplace organization. Recycling and environmental policy recommendations and leadership are provided by the team as well.

4. Employee Wellness Team

The wellness team focuses on health and fitness for employees. Most popular activities include walking clubs, running teams, and periodic testing of health issues such as high blood pressure screening. The wellness team can sponsor whole person wellness activities such as how to make a budget or lunch and learns about investment products – not investment advice.

5. Culture and Communication Team (If you don’t have this you’re doomed from the start!)

The team works to define and create the defined company culture necessary for the success of your organization. The team also fosters two-way communication in your organization to ensure employee input up the chain of command. The team may sponsor the monthly newsletter, a weekly company update, quarterly employee satisfaction surveys, and an employee suggestion process.

Start several company teams, such as these, and nurture their success. When employees see successful teams, more employees become interested in serving on the teams. The teams make the company a better place to work and provide the opportunity for real employee involvement and commitment.

Ready to dive in……

I found this list of different statistical software…and a few of them are FREE!!!! Free is always a WINNER!!

Check some out…..

Product Developer Latest version Cost (USD) Open source Software license Interface
AcaStat Acastat $29 No Proprietary GUI
StatsDirect StatsDirect $179 No Proprietary GUI
VisualStat VisualStat Computing $195 No Proprietary GUI
MedCalc Frank Schoonjans 3-Aug-09 $395 No Proprietary GUI
RATS Estima 1-Oct-07 $500 No Proprietary CLI/GUI
Total Access Statistics FMS Inc. May-08 $599 No Proprietary GUI, Access
Statistix Statistix $695 No Proprietary GUI
Origin OriginLab $699 No Proprietary GUI
MATLAB The MathWorks 2009b, September 4, 2009 Depends on many things. No Proprietary CLI/GUI
ADaMSoft Marco Scarno 24-Jan-08 Free Yes GNU GPL CLI/GUI
BrightStat Daniel Stricker 22-Feb-08 Free No Proprietary GUI
Dataplot Alan Heckert Mar-05 Free Yes Public domain CLI/GUI
EasyReg Herman J. Bierens Free
Epi Info Centers for Disease Control and Prevention 18-Aug-08 Free No Proprietary CLI/GUI
gretl The gretl Team 23-Jan-09 Free Yes GNU GPL CLI/GUI
MacAnova Gary W. Oehlert and Christopher Bingham 29-Aug-05 Free Yes GNU GPL GUI
OpenEpi A. Dean, K. Sullivan, M. Soe May 20 2009 Free Yes GNU GPL GUI
PSPP pspp 11-Oct-09 Free Yes GNU GPL CLI/GUI
R Commander John Fox 1-Aug-06 Free Yes GNU GPL CLI/GUI
RKWard RKWard Community 15-Feb-07 Free Yes GNU GPL GUI
SalStat Alan James Salmoni Feb-07 Free Yes GNU GPL GUI
SAGE >100 developers worldwide 4.3, December 2009 Free Yes GNU GPL CLI & GUI
SOCR UCLA 28-Oct-08 Free Yes none stated GUI
SOFA Statistics Grant Paton-Simpson Dec-09 Free Yes AGPL GUI
STATPerl STATPerl Free Yes GNU GPL GUI
Winpepi J. H. Abramson Jun-08 Free No Proprietary GUI

Hmmmm....

Well this is one perspective…I thought it was ummmmmm interesting…

Thoughts?!?!

Difficulty is the nurse of success....

13 Reasons Why Call Center Agents Resign

by: Ms. J. Lovo

Working at a call center is like being in a sea of penguins — you’re surrounded by many people just like you. Frontline agents often find it difficult to stand out from among the myriad employees who perform the same job. Also, in many call centers, the levels of authority are very visible, managers and supervisors seem to hold all the cards, and there is little flexibility for expressing one’s creativity or individualism. This is why it is critical to pay attention to your employees’ subtleties; to know and to acknowledge what is important to each individual and act on it.

Causes of Agent Attrition

Frontline turnover is one of the biggest headaches for call center managers. There are many reasons why agents quit. The following are some of the most common, along with suggestions for boosting your retention rates.

Highly Structured Job Environment

Call centers typically have in place strict rules on when to be on and off the phones, when to take breaks and lunch, as well as talk time and call volume goals, and call monitoring. Em­ployees without previous experience working in this type of environment often have a difficult time adapting to it.

TIP—Make realistic job previews a part of your hiring process. Explain and describe a day in the life of a call center representative. If possible, have candidates sit with a senior rep while he or she takes calls. Be sure not to oversell the job in the hopes that the positives will outweigh the negatives for the candidate.

Changing Bonus Structure

Compensation continues to be a top cause of call center attrition. Frequent changes to the salary and bonus structure are typically in­tended to reflect shifting company objectives in a demanding market — yet they leave agents feeling out of control. And if employees begin to make less money on bonuses and incentives, it is the kiss of death.

TIP—Try to make modifications over time to minimize the impact of drastic changes. Com­municate often with agents to ensure that they have a clear understanding of the bonus structure and what they can do to impact their compensation.

Benefit Changes

Changes in benefits can range from the price of healthcare to doing away with free coffee in the break room. When employees feel that the company is taking away from what was originally promised when they were first hired, it leads to distrust and bitterness.

TIP—Communicate. Offer a full and honest explanation of the changes and involve staff in the discussion via an open forum. The key to acceptance is to understand the reasons behind the company’s decision. Even though employees will be upset, they will appreciate the fact that you took the time to speak to them and address their concerns.

Low-balling the Employee at the Time of Hiring

Pay agents what they’re worth. Don’t offer a candidate what he or she asks for if it’s below what everyone else is making.

TIP—Employees always talk about how much they make so don’t take ad­vantage just because the candidate did not ask for much and did not counter-offer. When employees find out that they’ve been low-balled in their salary offer, they will feel betrayed.

Call Burn-out

The repetitiveness of the calls, coupled with the stress that comes with dealing with difficult callers, leads to burn-out.

TIP—Create a bonus structure that will keep agents focused on reaching their goals. Continuously encourage and motivate your employees with small but meaningful gestures to let them know you care and appreciate their hard work.

Lack of Growth Potential

In employee surveys, the lack of career opportunities frequently lands in the top five reasons for leaving a job. Experienced agents often feel like they’ve hit the glass ceiling when they’ve acquired all the skills they need and, no matter what they do, there is no chance of promotion.

TIP—This is where very open and honest communication comes into play. Make sure that you have the pulse on your group. Be aware of those agents who have been with the company for a long time. How do they feel? What do they think about the progress that they may have made? If they’re interested in a leadership role, how can you help them to develop for the next open spot?

If supervisor positions or promotions are scarce in your company, then perhaps you can offer the opportunity to work on or lead a project. Senior-level agents want to be in a role where they can feel empowered and responsible. Con­sider delegating some of your managerial tasks to veteran agents to provide them with new challenges — ask them to run a team, represent a training session, create a contest, lead the team for a day, etc.

Attrition

It is ironic, but attrition creates attrition for two reasons: Agents get recruited by former coworkers or, worse, they leave because everyone else is leaving, which must mean that something is wrong with the company. Constant turn­over has a negative impact on the agents who stay because of in­creased work loads.

TIP—Work closely with your staff in trying to anticipate the changes that a fluctuating team might cause. Involve your agents in centerwide changes at the planning stage. Let them know that their feedback is valuable. Most of all, keep them informed. Communicate frequently and honestly — make sure that the news they hear comes from you, and not from rumors.

Lack of Professionalism in the Work Environment

Some employees are excessively comfortable in their work environment, which can make others feel ill at ease. Lack of professionalism can include the way that agents dress, how their individual work areas are decorated, or just a lack of courtesy in how they speak to and treat one another — any or all of which might cause some employees to look for a better work environment.

TIP—Ask agents to emulate the same professional and courteous behavior that they use with callers with each other. Set internal customer service standards for the work environment and uphold them. Consistency is crucial in managing staff expectations regarding the work environment.

Rumors about the Company’s Stability

Most employees either know someone who has been laid off or have been through the experience themselves. When a company fails to communicate, makes too many unexplained changes or is undergoing a merger, employees will choose to leave rather than risk being let go. Even if the rumors are not true, by the time management catches wind of it, a good number of employees could easily be lost.

TIP—The lack of communication sparks most rumors, so communicate as much information as possible. Make sure your agents know the organization’s current status and strategy, leadership direction and reasons behind any recent or upcoming changes.

If you keep your agents in the dark, they’ll start to assume, theorize and come up with their own conclusions. Your employees will not only be misled, they’ll also influence anyone who listens.

Low Morale

There are many factors that produce low morale in the call center: high call volume, lack of or poor leadership, high absenteeism, low pay and dealing with irate callers are just a few. Stress also comes from working in an environment where the supervisors and managers are always tense and focused on the numbers.

TIP—Don’t let the stress and worries of your job filter down to your agents. Your main role is to encourage agents to do the best they can. Remember to praise your staff frequently and find ways to keep motivation levels high.

Inadequate New-Hire Training

In the rush to fill empty seats, many times, new agents are rushed through the training process and expected to produce results in a relatively short amount of time.

TIP—Don’t set employees up to fail. Keep in mind that character over com­petence has the highest pay off in the long run. Candidates with the personality traits that you’re looking for, and who fit well within the culture of the call center, are worth the time investment. Make sure new-hires have all the necessary tools to hit the ground running and succeed. Track the effectiveness of your initial training process and try to customize it as much as possible to each new-hire.

Fear of Retaliation following a Conflict with a Supervisor or Coworker

Employees will only share information when they believe that they can tell their manager about workplace concerns without fear of retaliation. If a dispute with or complaint against a coworker or supervisor arises, in many cases, the employee will choose to leave rather than risk facing an uncomfortable situation at work.

TIP—Open communication is the foundation of a positive workplace culture. Create an environment in which agents feel that they can speak their concerns directly with their manager without the fear of retaliation. Make sure that all of your supervisors have a clear understanding of the company’s policy on handling complaints and disputes, and that HR has a strong presence within the call center.

Ambiguous Job Performance Feedback

Agents want to know how they’re doing and to be recognized for their contributions. Fuzzy feedback during performance evaluations contributes to low morale and poor performance. A classic example is the agent who hits and even exceeds all the performance measures, but isn’t promoted because he is just not “management material.”

TIP—Give agents specific information that can be used constructively. De­scribe the behavior, not the personality or attitude, and give specific examples of what they can improve on. Ad­dress areas where improvement is needed, outline your expectations for improvement and how you intend to help the employee meet them.

Being honest and direct adds value for the employee. Although it may be uncomfortable to have the conversation, as a manager you have nothing to gain and a lot to lose by not letting the agent know exactly why he keeps getting turned down for the next level.

Your goal should be a positive culture

The costs involved with continually replacing agents can cripple a call center. Although you can’t always control all of the reasons why employees leave, in today’s market, it’s imperative to hold on to your valued agents and continue to develop and motivate them.

TIP—Focusing on opportunities to create an environment where our employees enjoy coming to work each day should not only be our goal, but our responsibility as employers.

Bill walks around the call center with all of the enthusiasm and charm of a meat inspector.

“How you doing?” he asks in a monotone. “It’s your turn, I guess.”

He has just invited a phone rep to a coaching session. Three calls will be played and Bill will share his evaluation of each one with the rep.

Spying his checklist Bill remarks, “You left out your close in this one.”

“But otherwise, it’s fine. You’re mostly staying on the presentation, and this is good. Any questions?”

And with that, another “deep and meaningful” coaching chat concludes.

What’s wrong with this picture?

At least 5 things are askew:

(1) The session is one way: Bill’s. He talks, you listen. This is no way to create a sense of mutuality of purpose or ownership of calls.

(2) Bill scored the call but the rep didn’t. Reps should be trained to score their own calls and then share responsibility for the conduct of and results of coaching sessions.

(3) For this to happen, so-called “quality checklists” must contain more than hollow terms. They need definitions. The phone phenomena that are discussed need to be defined objectively and behaviorally. For example, I’ve seen numerous score sheets that use the term, “sincerity.” This is a dumb category to begin with, because the link between someone sounding sincere and getting great customer results is tenuous, but more important how can Bill tell when someone is sincere? Is he omniscient, all-seeing, able to enter others’ hearts and souls at will? If we define sincerity objectively, however, as the rep’s VOICE behaving a certain way, doing certain things while avoiding others; or as a customer’s VOICE doing certain things or saying certain words, in response, we move onto more solid ground.

(4) There is no assurance Rep A will be coached the same way as Rep B. Fairness in interpreting and applying the checklist criteria isn’t audited or objectively defined or scored, either. Bill could punish Megan, but praise Audrey for doing exactly the same things, but his discrimination or favoritism would evade review and correction.

(5) Most recording and monitoring are done secretly. Reps should know exactly when they’re being observed. We want them at their best at all times, so when we tip them off they’re being scrutinized they try harder, showing themselves and others what they’re REALLY capable of doing. What could be better than that? It’s instant improvement.

Why don’t call centers enhance their coaching techniques? Every one I’ve encountered that remains stuck in the muck claims “We don’t have time to do a more thorough job!”

The same folks then prepare to waste their efforts on yet another generation of phone workers that will turn-over in short order.

They miss the point that a stitch in time saves nine.

Pay full attention to the people you have on board now, be fair and thorough in your evaluations, measuring the right things the right way, and you’ll go a long way toward remedying the turnover and underlying motivational problems that plague calls centers and the people who work in them.

If you don’t remember anything…remember this?

WIIFM and Process Improvement

Let’s face it … any change in any organization will meet with a certain amount of resistance and skepticism. We are creatures of habit.

However, when the change you are contemplating falls in to the realm of Process Improvement, there are unique challenges involved. Especially if you never learned the People Skills you need for smooth CPI Implementation.

LEAN/CPI is more than just the Technical Skill Set. In fact, sometimes the more technically qualified you are, the harder you may find LEAN to implement. WHY ?

LEAN Six Sigma does have a comprehensive set of technical tools with which you can approach any business process. You can spend months learning the various applications and nuances and, unfortunately, your data and compiling of statistics – the “Facts” does little to counter the resistance and skepticism of your Teams.

Success with LEAN Six Sigma implementation depends in large part on your People Skills.

Your ability to quickly establish your credibility and create a Context of Trust and Respect

To run effective meetings, keep the Team focused and on track

To ask quality questions that keep the group engaged and involved

Your ability to teach the team the value of Process Improvement and hand the process over to them

When you focus too heavily on the Technical side of LEAN, you can unintentionally get in the way of these People Skills tasks. And your Teams remain resistant and obstructive.

Here’s one People Skill’s Tool that will get you started on the Right Foot with a new Team

What’s In It For Me (WIIFM)

The first step is to shift your perspective to that of your Team Members.
- Why do they want to be on this team?
- How can they benefit from the improved Process?

In short, What’s In It For Me?

People will naturally take actions that result in a personal benefit. When you know “What’s In It For Me”, you can decide whether or not to participate. This means you actually need to “Sell” the Benefits of LEAN Six Sigma by making sure everyone knows “What’s In It For Me”.

Think about the benefits of a fully implemented LEAN project for a moment … the benefits to the Team members on the front line.

In most cases, they will get more done, in less time, without working harder AND can now take on the higher level job tasks that are more fulfilling. That is their WIIFM.

You can even involve the Team in clarifying the WIIFM by asking a few high quality questions in your first meeting. It could go like this.

“Let’s brainstorm for a second… when the workplace is organized and we have made the line improvements that are the focus of this project …
- How will your work day be different
- What will you be able to stop doing?
- What else will you be able to devote some time and attention to that you cannot now?
- How will all that feel?”

Taking some time to establish What’s in it for Them at the onset of the project is not in any LEAN Six Sigma training manual AND it is a vital People Skill for success.

Always leave a tip….

9 Tips for Change Agents

1. Be open to data at the start. “Even if you think you know what you’re doing, chances are you don’t know what you could be doing. Open up your mind to as much new thinking as you can absorb. You may find different and better ideas than the ones your organization started with.”

2. Network like crazy. “There is a network of people who are thinking about learning organizations. I’ve found you can get in touch with them easily. People say to me, `I can’t believe you talked with so-and-so! How’d you do it?’ The answer is, I called him.”

3. Document your own learning. “People in the organization need to see documentation for their own comfort. The smartest thing I did was to create a matrix of ideas from leading thinkers. I documented two categories of thinking — the elements of a learning organization, and the pitfalls to avoid.”

4. Take senior management along. Turner’s own education included benchmarking trips to Saturn, Texas Instruments, Motorola, General Electric, and other companies known for their innovative approaches to learning. “Some of the people in the senior group were very skeptical,” Turner says. “It helped to take them on these benchmarking trips to show them other companies that were actually doing some of the same learning practices.”

5. No fear! “You’ve got to be fearless and not worry about keeping your job.”

6. Be a learning person yourself. “Change agents have to be in love with learning and constantly learning new things themselves. Then they find new ways to communicate those things to the organization as a whole.”

7. Laugh when it hurts. “This can be very discouraging work. You need a good sense of humor. It also helps if you’ve got a mantra you can say to yourself when things aren’t going too well.”

8. Know the business before you try to change anything. “I don’t think you can do this work if you’re just a theorist. I’ve been a sales rep, I’ve been in a marketing job where I worked with the operations side. So when I go about the work of creating a change strategy, I already have an understanding of the people in our organization and what they do.”

9. Finish what you start. “I made a list of change projects we’d started and never finished in the past. We called it ‘the black hole.’ I determined early on I didn’t want to be part of a second-rate movie.”

Did you know……

This is a VERY good article published in the Harvard Business Review…

Absorb it….

The 10 Questions Every Change Agent Must Answer

As leaders, we have no control over how fast markets grow or how wisely banks lend. But we do control our own mindsets — the phrase coined by John Maynard Keynes in the depth of the Great Depression. If all you’ve got is a spreadsheet filled with red ink and dire forecasts, it’s easy to be paralyzed by fear and resistant to change. But if you can summon some leadership nerve, then hard times can be a great time to separate yourself from the pack and build advantages for years to come.

Indeed, when it comes to creating the future, the only thing more worrisome than the prospect of too much change may be too little change — especially in an economy where there are too many competitors chasing too few customers with products and services that look too much alike. Now is the time to rethink long-held strategic assumptions inside your company, to challenge decades of conventional wisdom in your industry, and to push yourself to learn, grow, and innovate. As Albert Einstein famously said, “Problems cannot be solved at the same level of awareness that created them.” Or, in the spirit of some unknown Texas genius: “If all you ever do is all you’ve ever done, then all you’ll ever get is all you ever got.”

It’s time to do — and get — something different. Here, then, are ten questions that leaders must ask of themselves and their organizations — questions that speak to the challenges of change at a moment when change is the name of the game. The leaders with the best answers win.

1. Do you see opportunities the competition doesn’t see?

IDEO’s Tom Kelly likes to quote French novelist Marcel Proust, who famously said, “The real act of discovery consists not in finding new lands but in seeing with new eyes.” The most successful companies don’t just out-compete their rivals. They redefine the terms of competition by embracing one-of-a-kind ideas in a world of me-too thinking.

2. Do you have new ideas about where to look for new ideas?

One way to look at problems as if you’re seeing them for the first time is to look at a wide array of fields for ideas that have been working for a long time. Ideas that are routine in one industry can be revolutionary when they migrate to another industry, especially when they challenge the prevailing assumptions that have come to define so many industries.

3. Are you the most of anything?

You can’t be “pretty good” at everything anymore. You have to be the most of something: the most affordable, the most accessible, the most elegant, the most colorful, the most transparent. Companies used to be comfortable in the middle of the road — that’s where all the customers were. Today, the middle of the road is the road to ruin. What are you the most of?

4. If your company went out of business tomorrow, who would miss you and why?

I first heard this question from advertising legend Roy Spence, who says he got it from Jim Collins of Good to Great fame. Whatever the original source, the question is as profound as it is simple — and worth taking seriously as a guide to what really matters.

5. Have you figured out how your organization’s history can help to shape its future?

Psychologist Jerome Bruner has a pithy way to describe what happens when the best of the old informs the search for the new. The essence of creativity, he argues, is “figuring out how to use what you already know in order to go beyond what you already think.” The most creative leaders I’ve met don’t disavow the past. They rediscover and reinterpret what’s come before as a way to develop a line of sight into what comes next.

6. Can your customers live without you?

If they can, they probably will. The researchers at Gallup have identified a hierarchy of connections between companies and their customers — from confidence to integrity to pride to passion. To test for passion, Gallup asks a simple question: “Can you imagine a world without this product?” One of the make-or-break challenges for change is to become irreplaceable in the eyes of your customers.

7. Do you treat different customers differently?

If your goal is to become indispensable to your customers, then almost by definition you won’t appeal to all customers. In a fickle and fast-changing world, one test of how committed a company is to its most important customers is how fearless it is about ignoring customers who aren’t central to its mission. Not all customers are created equal.

8. Are you getting the best contributions from the most people?

It may be lonely at the top, but change is not a game best played by loners. These days, the most powerful contributions come from the most unexpected places — the “hidden genius” inside your company, the “collective genius” of customers, suppliers, and other smart people who surround your company. Tapping this genius requires a new leadership mindset — enough ambition to address tough problems, enough humility to know you don’t have all the answers.

9. Are you consistent in your commitment to change?

Pundits love to excoriate companies because they don’t have the guts to change. In fact, the problem with many organizations is that all they do is change. They lurch from one consulting firm to the next, from the most recent management fad to the newest. If, as a leader, you want to make deep-seated change, then your priorities and practices have to stay consistent in good times and bad.

10. Are you learning as fast as the world is changing?

I first heard this question from strategy guru Gary Hamel, and it may be the most urgent question facing leaders in every field. In a world that never stops changing, great leaders can never stop learning. How do you push yourself as an individual to keep growing and evolving — so that your company can do the same?

So you think you handle it?!?!

What Makes a Good Change Agent/Improvement Specialist?

Change processes and change projects have become major milestones in many organizations’ history. Due to the dynamics in the external environment, many organizations find themselves in nearly continuous change. The scope reaches from smaller change projects in particular sub business units up to corporation-wide transformation processes.

Unfortunately, not every change process leads to the expected results. There are multiple reasons for potential failure: Typical barriers to change are unexpected changes in the external conditions, a lack of commitment in implementation, resistance of people involved, or a lack of resources. The implications of failed change projects go beyond missed objectives. More important is the negative symbolism and the de-motivation of people involved. People within the change team may become dissatisfied with their own performance or with the lack of support they received. In the result, some of them will probably never again be willing to commit themselves to change initiatives. Similarly, people affected by the (failed) change effort will develop growing skepticism. They might perceive future change projects as “another fancy idea from management”, which brings a lot of work and few benefits.

In the light of the many problems and risks associated with change projects, the change agent, has a very important function. The change agent’s or change leader’s capabilities have a major impact on success or failure of the project, and on the extent of potential unwanted side-effects.

Readers should keep in mind, however, that there is no ‘ideal’ change agent. Particular requirements normally relate to the actual situation in the organization such as but not limited to: corporate culture, strategic relevance of the project, acceptance of the project among management and staff, timeframe, resources, etc.

Depending on these factors, change agents either may need good project management capabilities in order to guarantee timely progress, or they should be good leaders with the ability to motivate people.

Take a look how one known leader defines change leaders on five levels.

Although he mainly focuses on leadership capabilities and qualifications, his system can easily be transferred to change projects with varying importance. The leader of an organization-wide restructuring project will need different capabilities than the one who is responsible for clearly defined project on departmental level.

Levels of Change Leadership Skills, derived from Jim Canterucci:

Level I Accepts the need for change, communicates and defends the need for change throughout the organization, creates an open and receptive environment

à small change initiatives with clear direction

Level II Defines and initiates change, identifies leverage points for change in processes and work habits

à change projects at local level

Level III Leads change, translate the vision of the organization into the context of a specific change initiative and bring this message to the entire organization, redirects approaches in the face of new opportunities

à transformation of a central vision into change initiatives and organization-wide communication.

Level IV Manages complex change, understands the cultural dynamics of the current state of an organization, creates a strategic practical course, balancing the current reality with the need for rapid adoption of the desired future reality

à generates change with a high degree of transformation

Level V Champions change, challenges the status quo by comparing it to an ideal or a vision of change, causes crisis in order to support dramatic actions and change efforts, transforms the organization

à Ability to revolutionize organizations

IMPORTANT::: Change agents always need the ability to get all people affected by the project involved, to ensure their support and commitment.

This requires a high competency as the basis for acceptance as well as soft skills, which are often summarized as emotional intelligence. This includes the ability to communicate, to understand and to take into account opinions and doubts of others. Change projects involve a great variety of factors and forces. These factors do not only comprise the reasons and objectives for change, but also the existing state of the organization, values, beliefs and routines of the people there. Many change projects challenge the existing cultural framework of an organization. Efforts to change such lasting values, however, lead to resistance and denial. More than in technology-related projects (e.g. implementation of new software), it takes the acceptance and the support of all people affected by such projects to make them succeed. It is the change agent’s task to generate this acceptance in order to implement change with the people, not against them.

Buchanan und Boddy have carried out a study on the perceived effectiveness of change agents. On that basis, they compiled the fifteen most important competencies of change agents. These, too, are evidence for the importance of the soft factors:

15 Key Competencies of Change Agents

Objectives

1. Sensitivity to changes in key personnel, top management perceptions, and to the way in which these impact the goals of the project.

2. Setting of clearly defined, realistic goals.

3. Flexibility in responding to changes without the control of the project manager, perhaps requiring major shifts in project goals and management style.

Roles

4. Team-building abilities, to bring together key stakeholders and establish effective working groups, and to define and delegate respective responsibilities clearly.

5. Networking skills in establishing and maintaining appropriate contacts within and outside the organization.

6. Tolerance of ambiguity, to be able to function comfortably, patiently and effectively in an uncertain environment.

Communication

7. Communication skills to transmit effectively to colleagues and subordinates the need for changes in the project goals and in individual tasks and responsibilities.

8. Interpersonal skills, across the range, including selection, listening, collecting appropriate information, identifying the concerns of others, and managing meetings.

9. Personal enthusiasm in expressing plans and ideas.

10. Stimulating motivation and commitment in others involved.

Negotiation

11. Selling plans and ideas to others by creating a desirable and challenging vision of the future.

12. Negotiating with key players for resources, for changes in procedures, and to resolve conflict.

Managing up

13. Political awareness in identifying potential coalitions, and in balancing conflicting goals and perceptions.

14. Influencing skills, to gain commitment to project plans and ideas form potential skeptics and resisters.

15. Helicopter perspectives, to stand back from the immediate project and take a broader view of priorities.

Another scholar, Rosabeth Moss Kanter, also mentions many emotional components among the most important characteristics of change agents.

In addition to the factors described above, she stresses the need to question the knowledge of the organization.

According to Moss Kanter, existing patterns of thinking and existing assumptions about the organization, its markets, customers and relationships have to be challenged. Thus, change agents should realize that there is more than one right solution.

The change agent has to be able to evaluate facts from different points of view, such as: from the customer’s or competitor’s perspective.

Furthermore, Moss Kanter stresses the importance of coalition building, which she describes as an often-ignored step in change processes. Change agents should identify and involve opinion leaders, decision makers on resources, functional experts and other important persons as early as possible in the project-planning phase.

The importance of the factor motivation is well described with the phrases transferring ownership to a working team and making everyone a hero.

In my opinion, Moss Kanter gives the most important preconditions for successful change management– the involvement of the people – with these two phrases.

Members of the change team and other employees affected by the change initiative must not feel like as if they are just the tools for change or the subject of change. Real commitment can only be gained by giving people the chance to become actively involved, to contribute their own experiences. Every employee needs to know that his contribution to the project is important and is valued. People will develop a sense of ownership for the project, which, in turn may serve as a major source of motivation when it comes to the inevitable problems and barriers.