Handling Difficult Conversations

How many times have you found yourself having to handle that “Difficult Conversation” whether it is with a client, staff member, peer group or other business stakeholders?

The way you handle those difficult conversations will have a major impact on your relationships with those people and on your results.

Do you plan effectively for any of these meetings, not just data and information, but around the HOW you are going to handle the meeting and the people attending it?
There are a number of ways improvements can be made in the way we handle our difficult and challenging conversations to make them more effective, improving individual and team productivity and our business relationships.

Essentials for Handling Difficult Conversations:

• Preparation
• Self Awareness of our emotional state and our assumptions
• Knowing your Goal for the meeting
• Understanding the other parties goal for the meeting
• Clarity
• Rapport
• Engagement
• Empathy
• Listening
• Authenticity

Being prepared for the meeting is not just about the data and facts; it is also about understanding the other people in the meeting. Are you clear what their preferred method of communication is: face to face, telephone, email so you can establish a two way communication channel that is effective both pre and post meeting. Being aware of someone else’s communication preference is important and we need to be able to flex our own style whilst ensuring we maintain our authenticity.

Be self aware of both your emotional state and any assumptions that you may be carrying about either the person you are meeting or the situation. Your state and your assumptions will seep out into the meeting unless you are aware of them and keep them in check. This seepage may happen either verbally or through your body language so self awareness prior to and during the meeting is critical to having a beneficial meeting.
Having a joint agenda for both parties at the meeting is very important so you and they know the aims and goals of the meeting. How will you know that you have achieved your meeting goal, what are the criteria that you will measure?

Rapport between individuals at a meeting is not built just by talking about the football or weather etc. It is built because you are interested in the other party, asking questions, probing and most critically listening so you can reply with pertinent facts and relevant questions, demonstrating your engagement.

Empathy is a big part of rapport and relationship building, putting you in the other party’s shoes and acknowledging the issues they may have and how that may affect them will build your credibility and trust.

Many Organisations have systems, procedures and methodologies that will need to be followed in order for the business decisions to be made. Sometimes these processes overtake the need to be able to communicate effectively with people in the organisation which then can lead to the difficult conversation.

Being able to handle difficult conversations benefits the organisation as people are dealing with each other in much more collaborative ways. Increasing productivity and moving the culture towards becoming less confrontational, more collaborative and focussing on the issues rather than defending their position or themselves.

Next time you go into a meeting or conversation make sure you give consideration to the above points and come out of the meeting with a win win solution for you, the other parties and the organisation.

Patrick Bird
Managing Director
InterActive Performance Management Ltd.

We have a super DVD by Patrick on our site - check it out!

The Four-Legged Stool for Small Business Success

by Anne Alexander

As someone who has been providing small business consulting services to small business owners for the past eight years, I have had the privilege of seeing what works and doesn’t work in many small businesses. Not to mention the 20 years I spent in small business before that, owning and running companies.

In order to help small businesses and their owners to thrive, I’ve put together this mini guide. I’m sure that whether you are just starting out or are a more seasoned business person, you will most likely get a few flashes of insight or recognition that will help you improve your business today.

Peter Drucker is famous for once saying that there are really only two core functions of any business: marketing and innovation – and that the rest are all costs. In this guide, I’m adding what I think are two additional core components for today’s small business person: productivity and planning for profitability. To me, this four legged stool provides you with a strong foundation from which to steer your business ship to continued and greater success.

INNOVATION: VALUE DELIVERY

First, our business must provide innovative products and services – ones that clients and customers need or want. The more we can put some extra value into our products and services, the more we can help people enjoy or benefit from them in a more effective or enjoyable way (innovation), the better we have served them and the better our business will do.

For example, I put extra value into my small business consulting services by giving my clients writing and editing help (this is very popular), free books when I think of one that would really help them (without overloading them with yet more to read!), birthday cards and other gifts to let them know I truly care about them and appreciate them being clients of mine, and in-person meetings when I am in their city or town.

Actually, innovation is typically what entrepreneurs love to do. So this one isn’t as tough, typically, as the other three legs.

MARKETING: GETTING THE WORD OUT, BRINGING THE PROSPECTS IN

I’d say a good portion of small business owners hate business development marketing. This is true despite the fact that they are in most cases the best ones to lead the marketing charge because of their passion for their products and services, their personal compelling story and their drive to have their company succeed.

Marketing for small business is, of course, how we get the word out to prospective customers, how we bring in the leads that our sales processes can then sell to. Small business marketing is of course a massive topic, and yet it’s easy to make it an overly
complex process, too. So here are three keys for marketing success.

#1. We have to start with WHO you think your target market is, or your “ideal client” as some like to call it, and work backward from there. There isn’t much in the world that “everybody” needs or wants. Even with such fundamentals as the food we eat, what one person chooses to eat can vary tremendously from the next guy or gal. So you MUST know WHO your business serves and then you must learn as much as you can about those people – their demographics, such as age and gender, location, and income, education, of course, but also their psychographics – attributes relating to personality, values, attitudes, interests, or lifestyles.

Then use all you have learned and make sure your marketing (including headlines and copy) really address the needs and wants of those people. Every business can be different, noteworthy and focused on a specific niche or demographic/psychographic.

#2. One key business marketing strategy is to use direct response marketing, not image or brand marketing (leave that to multinational corporations that sell to the mass consumer market like car companies, Proctor & Gamble, et al). You need marketing that incites the prospect to take an action and that action needs to be measurable. Then make sure you measure it! Track it. Tweak it. Rinse and repeat forever.

Remember the line about he business owner who says “50% of my marketing works great; I just don’t know which 50%”? You can’t afford to waste 50% of your marketing dollars or the time you and your team put into it.

#3. You need to be innovative, somehow unique, have a message. Don’t be afraid to be different – embrace it! It’s an interesting thing to me about the name of my company, Authentic Alternatives. I really liked it at the beginning, of course. A few years later I thought to myself “What a stupid name – nobody knows what it means, it’s not about business per se” – all those self-critical voices we get in our heads. Then a few years later I realized it really is a great name for my business, because it attracts the right kind of clients to me – business owners who march to the beat of a different drummer, who truly think outside the box, who want to be real (authentic) and who aren’t afraid to think a bit “alternatively.”

My advice to business is to make your business ABOUT something, like the way Subway repositioned itself to be about health and even weight loss. Pretty good trick for a fast food corporation!

It’s not easy getting noticed in this world of 7+ billion people and billions of marketing messages everywhere 24/7. So if you and your products need to be a little bit eye-opening and remarkable to reach the level of success you deserve.

PRODUCTIVITY: LIFE IS SHORT

As owner, if most of your day is not spent on innovation and/or marketing, you’re probably having a lot less success than you could be having. In the business coaching services I provide to business owners from a wide variety of industries, the same productivity principles apply, regardless of type of business. You must:

1) Manage your priorities
2) Manage your energy. (a better answer to time management for small business owners!)

Let’s look at each of these briefly.

Managing Priorities

Everyone knows they need to manage their priorities, but what does this really mean? The fact is, we all have too many priorities and too little time.

If you haven’t heard the story that Steven Covey, author of The Seven Habits of Highly Effective People, passed along, it’s worth repeating. Pretend that a big glass jar represents your life. You have a bucket of sand and the sand represents all the hundreds of little things you need to do each day and every week. You have a bucket of big rocks and they represent your top priorities – the things that if you focus on them will bring you the true rewards you want from your business and life. If you put the sand in first, you won’t have room to cram in very many rocks. But if you put the big rocks in first, you can then pour the sand in and it will fill in all the space very nicely and it will all fit!

What this means is on a weekly and then daily basis you must decide what your big rocks are and then schedule them into your calendar. All the other stuff WILL either get done or if it doesn’t, your life won’t end.

In my small business coaching services, I recommend to my clients that they start by picking just three big rocks for the week and focus everything they can on those until they are done. My clients are high achievers, go-getters who set the bar for themselves very high. Most of the time – too high.

Even though they get a tremendous amount of work done, they continually feel either like failures or like they aren’t realty making progress. In fact, the opposite is usually true. They ARE making very good progress.

We need to open our eyes and be more aware of what the activities are that will truly move the ball forward for our business. If you know you really needs to upgrade your website for example but never seem to get around to launching the project, clear the decks!

Your email can wait, Twitter and Facebook can wait, your laundry can wait, doing someone’s performance review can wait.

You have to be RELENTLESSY FOCUSED on your big rocks. If you aren’t, the tsunami of “life” will roll over you and carry you far, far away at best and kill you at worst. So you must RUTHLESSLY protect your time and focus.

You have to develop a killer attitude toward your time, be as fiercely protective of it as a mother lion of her cubs.

If you have an open door policy, change it. You have to create chunks of time every day which are UNINTERRUPTED, meaning no drop ins (unless the building is on fire), no email (turn off sound alerts if you use them), no phone calls (let your voicemail take messages), no cell phone.

Think back to when you had a job and you went into the office on a weekend – how incredibly productive you were. Eliminating interruptions and distractions is a hugely important productivity strategy. Your customers, staff and family can live without you for a few hours. Really.

Managing Energy

What about managing energy? If you ever read The Power of Full Engagement by Loehr & Schwartz, you had your eyes opened about the fact that it’s not so much about time management as energy management.

Most small business owners run on adrenaline to fuel their endless activities. We know intellectually at least that long term a healthy and happy life cannot be sustainable if we run on adrenaline a lot of the time. None of us will fall apart if we have a cup or two of coffee, eat a candy bar now and then or short change sleep occasionally. However, if we overdo these, we will sooner or later start to be incredibly fuzzy and ineffective and head straight toward total burn out. Burn out can come in many forms, such as a failed business, a heart attack or a failed marriage. The Japanese even have a word for it: karoshi – death from overwork.

There’s been a ton written about work/life balance and the fact is running and growing a business is not for the land of “ideal work/life balance.” But what we can do is incorporate energy rituals into our daily lives. These are simple practices that take little time but serve to dramatically restore our energy and focus, our enthusiasm and commitment to the multitude of tasks at hand in running our businesses.

The term “creatures of habit” is incredibly important here – because all of us truly are creatures of habit. A huge percentage of what we do and think every day is habitual, meaning we don’t really think about it. This is a curse (if we have a bad habit) or a blessing (if we have a good one). If we can set up and program ourselves with just a couple key habits for positive energy management, we will experience a powerful and profound difference in how we feel about our business and in how well our businesses actually do!

So what am I talking about? An energy ritual will be unique to you and what it is that restores you. Since most of us overtrain emotionally & mentally and undertrain physically and spiritually, most of us need energy rituals that focus on the physical and spiritual.

Examples from clients of mine include:

- 10 minute break in your office doing a few stretches or yoga poses.
- Putting on your headphones and listening to music you love for 10 minutes.
- Reading 10 minutes from a book you find inspirational (e.g. the Dhammapada, the Bible, Tony Robbins, Martha Beck, etc.)
- 15 minute walk outside.
- 5 minute closed eye meditation break.

You want to put these into your daily routine and on your calendar when possible to take an energy break mid-morning and mid-afternoon. Also mid-evening if you’re working late. Implementing these energy rituals will take simple, small steps and will give you and your productivity a huge pay off.

Here are examples of the old paradigm (on the left) and the new paradigm (n the right):

Manage time ==> Manage energy

Avoid stress ==> Seek (positive) stress

Life is a marathon ==> Life is a series of sprints

Downtime is wasted time ==> Downtime is productive time

Rewards fuel performance ==> Purpose fuels performance (Intrinsic motivation provides more sustaining energy. i.e. wanting to do something because we value it for the inherent satisfaction it provides (versus extrinsic – money, approval, social standing, power, love)

Self-discipline rules ==> Rituals rule

The power of positive thinking. ==> The power of full engagement.
There’s a lot more to this, but I think even this info gives you an idea of how radically effective this new paradigm can be in your life.

PLANNING FOR PROFITABILITY: FINANCIAL MANAGEMENT

We’ve talked about the key things you need to know in marketing and productivity. The third leg of the stool is financial management. If you hate thinking about financial management, you have all the proof you need to understand why 90% of business failures are caused by a lack of financial management, not sales or marketing management!

Most entrepreneurs are great at innovation and creating new products, services and markets. They’re usually good at marketing and are able to be pretty damn productive, even if it may be in a chaotic way that’s less effective than it could be.

However, most of them struggle at financial management (in the beginning, at least, and often for years). The thing is, you don’t have to become a bona fide CPA! (You need a CPA, but you don’t have to BE one.) The cool thing is you’ll start to enjoy the feeling of power and control that you get once you have your arms around the basics and start to create and use some key metrics – critical indicators of how things are going in your business on a daily or weekly basis.

Yes, of course, you need to have your books done regularly, hopefully by a skilled bookkeeper. You need to review P & L’s monthly. But more than that you need to create a plan to be profitable, deciding what your financial goals are for the year and how you’ll get there and setting up a simple spreadsheet that compares your projections with actuals.

Although it is a popular tactic, it doesn’t actually help to stick your head in the sand when things aren’t going well. Knowledge – even when painful – is power. With the proper knowledge about how your company is doing financially, you can be successful. If not, there is a high chance that you’ll be closing your doors within a few years. Especially when times are tough. Like in a “great recession” (they aren’t going to say “depression,” are they?!)

In providing my advice for business, I make sure my clients have a solid profit plan and a good understanding of margins. And I help them identify those critical indicators they need to keep their finger on the pulse of their business.

IN CONCLUSION

Running and growing a small business can seem really complicated. So we have to apply models and systems that help us simplify things and get our arms around our businesses, both conceptually and then in actual daily practice. I hope that understanding these four legs of innovation, marketing, productivity and profit planning will help you do just that.

Article (C) Anne Alexander http://www.authentic-alternatives.com/

Three Ways to Connect With Your Prospects

By Mike Brooks, http://www.mrinsidesales.com/

What’s the first thing that goes through your head when you get a call from a sales rep? If you answered, “I can’t wait to get them off the phone,” then you’re not alone. In fact, when a telemarketer calls me up at home and says those words that immediately identify them as a sales person, the “How are you today?” line, my first thought is, “I’ll be great as soon as I get rid of you!”

One of the biggest mistakes sales reps make who have to call prospects – either to set an appointment, generate interest, or qualify and then send information – is they don’t acknowledge in any way what is going through the prospect’s mind. Let’s face it, everyone you call has a reaction to being intruded upon, and each of them is having a similar reaction to the one that you and I have.

If you want to successfully connect with your prospect, and earn the precious few seconds it takes to establish rapport and generate some interest, then you must put yourself into the mind of your prospect and enter the conversation that’s going on in their minds. If you don’t do this, then you will be pitching and pitching and the prospect will just be waiting for you to take a breath so they can blow you off.

So, what can you do to enter this conversation? Incorporate the following three techniques the next time you make a cold call, and watch your call times improve, your confidence grow and your sales and income soar.

Technique number one: If we all know that what’s going on in your prospect’s mind is, “Oh, no, not another sales rep”, then why not acknowledge this? Try:

“Now _________, you probably get a lot of these kinds of calls, don’t you?
Well if you’re like me you’re probably wishing you hadn’t answered the phone right about now, so let’s make a deal: I’ll ask you just two quick questions to see if what I have can actually help you (do whatever it is your product or service can do), and if it can and you’re interested, we’ll continue, and if it can’t or you’re not interested, we’ll part friends, is that fair enough?”

Technique number two: Many times what’s going through a prospect’s mind is that they are too busy to listen at that moment, so they just use the overall brush off of, “I’m not interested,” and this usually gets people off the phone. Here’s how to enter into that conversation:

“_________ if you’re like me you’re probably busy doing a million things so I’ll make this brief. Let me just ask you two quick things and if we find that we’re a fit and you’d like to know more than we can talk about it or we can schedule a time when it’s more convenient, is that fair?”

The nice thing about this technique is that it acknowledges that they’re busy but it gives them the option of spending more time with you now if they like what they hear.

Technique number three: This third technique is something I learned from a good friend of mine, David Frey. I’ll let him tell it to you straight:

When I first started out in marketing I needed to make some quick money.
At the time, there was a rash of mold infestations here in Texas and mold remediators were having a heyday. I knew they were hungry for good, solid leads.

And about the same time I came across a way to generate leads using telephone autodialing. So I bought an autodialing system, installed it in my home and started generating leads for mold remediators. Yes, I admit it. I was one of those pesky, annoying autodialing demons.

It Worked So Well That I moved into generating leads for the mortgage industry. At the height of my lead generating business, I was autodialing 12,000 people in the city of Houston every day out of my little home office. You should have seen all the telephone lines coming out of my wall.

It was crazy!

From all those calls, I would generate about 5 good, solid leads a day (which actually made me a lot of money).

My Eurika Moment! I wasn't happy with only 5 leads a day so I started testing new scripts. I thought to myself, what's the first thing that I do when I hear an autodialed message? I HANG UP! So I added 4 words to the front of my script and KABOOM!

My leads QUINTUPLED….to an average of 20 leads a day with the same amount of dials. Wanna know what those 4 words were? They were simple.

"Please don't hang up"

That's it. I added, "Please don't hang up" at the beginning of my script and my leads quintupled!”

For all of you out there who use an autodial, I recommend you trying this technique. Once again, it’s effective because it gets you into the mind of your prospect.

Think about what you’ve learned today as you go out and make your cold calls. Always ask yourself: “What is my prospect thinking, and how can I speak to that?” If you do, you’ll make a much better connection and you’ll end up making more sales!

If you found this article helpful, then you will love Mike’s bestselling book on inside sales: “The REAL Secrets of the Top 20% - How To Double Your Income Selling Over the Phone.” You can read about it by clicking
here: http://www.completetrainer.co.uk/Training_Books/Complete_Book_of_Phone_Scripts

Mike Brooks, Mr. Inside Sales, works with business owners and inside sales reps throughout the US teaching them the skills, strategies and techniques of top 20% performance. He offers a FREE audio program designed to help you double your income selling over the phone, as well as an internationally acclaimed FREE ezine. If you’re looking to catapult your sales, or create a sales team that actually makes their monthly revenues, then learn how by
visiting: http://www.mrinsidesales.com/

Conflict and Psychology

The Underlying Relationship Between Conflict Modes and Psychological Types

by Ralph Kilmann, CEO and Senior Consultant at Kilmann Diagnostics

The Thomas-Kilmann Conflict Mode Instrument (also known as the TKI) assesses your tendency to use one or more of five modes of behavior—competing, collaborating, compromising, avoiding, and accommodating—in a conflict situation. After taking the TKI assessment, most people become aware they’ve been using, out of habit, one or more of the modes too much—choosing to use one they are comfortable with when another might have resulted in more satisfying outcomes. At the same time, people usually discover they’ve also been using one or more modes too little, not realizing that an underutilized mode could have saved the day.

Since people naturally wonder if they overuse and underuse certain conflict modes because of their personality, organizational trainers and consultants continue to ask me about the relationship between the Myers-Briggs Type Indicator (which measures personality preferences in assimilating information and making decisions) and the TKI (which assesses modes of behavior in conflict situations). Here is a research-based answer to that enduring question:

Many years ago (1975), I published a research study with Ken Thomas, wherein we correlated the MBTI with the TKI. We found that people who are extraverted are more likely to use collaborating, while people who are introverted are more inclined to use avoiding (as a statistically significant correlation, not as a one-to-one relationship). It seems that collaborating requires a little extra energy in interacting with others (sharing ideas and discussing concerns), while avoiding naturally involves an element of shyness or aloofness in an interpersonal situation.

In addition, we found that the thinking preference is related to competing, while the feeling function is related to accommodating (again, as a statistically significant correlation). Perhaps the thinking preference allows a person to keep an emotional distance from the other person: to pursue his own needs at the expense of the other. Meanwhile, the feeling person's empathy for the other person might compel her to satisfy the other's needs more than her own.

For decades, I’ve been making use of both assessment tools in training and consulting projects, so people can become more aware of their proclivities for using certain conflict modes too much and others too little -- based on their MBTI preferences. With that awareness, people can then consciously compensate with their conflict-handling behavior: For example, an introvert can knowingly put out some extra effort in order to engage another in a collaborative discussion (when the necessary conditions for collaborating are evident). Similarly, a person who prefers feeling can knowingly assert her needs (when competing is called for), when her natural tendency would be to automatically accommodate the other person’s needs.

For the original article that reported the correlations between the MBTI and the TKI, including a figure that visually summarizes their relationships, see:
http://kilmanndiagnostics.com/interpersonal.html

Please note: If you or your clients are interested in receiving advanced training for the TKI and conflict management, Kilmann Diagnostics offers an eight-hour, live, online course to do just that. You can get more information about our online course by visiting http://kilmanndiagnostics.com

10 Things to Learn in a Project Management Certificate Program

Project management is one of the most important and challenging aspects of completing a project. It includes planning, implementing and managing each stage of production to meet clients’ needs and overcome the constraints of finishing a major project on time. Project managers typically work in architecture, engineering, construction, manufacturing and other related fields. Being able to see a project from start to finish takes a determined and skilled individual. Those who are up for the challenge will find a project management certificate program the quickest and most affordable way to become a project manager. Here are 10 things you can expect to learn in a project management certificate program:

1.Communication

Learning to communicate in an effective, professional manner is extremely important for project management. Project managers will use their communication skills when talking with clients, handling work issues and conversing with people on a daily basis. Students will take communication classes that build upon their current social skills and teach them how to discuss business-related topics.

2.Team Leadership and Management

Students in a project management program will learn about leadership, management and teamwork as it pertains to managing a business project. They will study leadership skills and management resources, as well as problem solving and critical thinking skills that are needed for management positions.

3.Initiation

Students will learn about the initiation process, which determines the mission and scope of the project. The initiation stage focuses on analyzing business needs, determining a budget, conducting a stakeholder analysis and develop a project charter.

4.Planning and Development

Students will also learn about the planning and development stages of project management. Planning and development follow the initiation stage, in which the manager maps out the time, costs and resources needed to complete the project. Students will also study potential risks and issues of the planning and development stage, in addition to learning how to handle and manage such risks.

5.Production and Execution

Students will learn about the production and execution stages of a project, such as coordinating people and resources, overseeing production and efficiency and making sure all requirements have been met. The production and execution stage requires a great deal of communication and procurement.

6.Monitoring and Controlling

Students will learn about monitoring and controlling projects to ensure timely and efficient production. They will study common issues of production and how to identify and correct them, so that the project manager can maintain control and stay on track with the project management plan.

7.Closing

The final step of project management is to formally close a project, therefore, finalizing all stages and activities, as well as completing and closing the contract.

8.Risk Management

Risk management involves establishing, identifying and assessing the risks of a project. From financial problems, legal liabilities to accidents, risks can significantly slow down and negatively affect the completion of a project. In order to be prepared for such risks, students will learn about managing, reducing and avoiding risks to ensure optimal performance and efficiency.

9.Quality Management

Quality management and quality control coincide within the field of project management. As prospective leaders, students will learn about managing employees, setting realistic goals and expectations of the workers and projects. Quality management includes demonstrating competence, knowledge and experience in the field, as well as exhibiting confidence, integrity and spirit to maintain an effective and positive work climate.

10.Project Portfolio Management

Project portfolio management, also known as PPM, is a modern technique used to select the right projects first, followed by traditional project management methods second. Students will learn about this popular method of project management that emphasizes selection and prioritizing before initiating production, because it gives companies an advantage in selecting the most profitable and realistic projects.

Article courtesy of http://www.onlinecertificateprograms.org/ (C) 2010

How to Not Sound Like a Telemarketer

by Mike Brooks, http://www.mrinsidesales.com/
I don't know about you but I can always tell when a telemarketer is cold calling me. From the moment they begin speaking, "Hi is that Mr. Brooks?"

to the way they mechanically read their scripts, I have them pegged before they get past their first sentence. And like I'm sure it is with you, too, I am immediately not interested.

If you are reading this article, it probably means you have to pick up the phone - either to make appointments, call prospects back, return calls to clients, etc. - and if so, then you need to learn how to sound natural on the phone and avoid putting your prospects, gatekeepers, assistants, etc., on notice that you're trying to sell something.

The way you do that is by learning how to sound like you're not selling anything, and you do that by learning how to disarm prospects, sound natural yet professional, and how to be friendly without being phony. Use these 5 techniques to not only sound natural on the phone, but to also close more business:

# 1 - Always use the prospect's first name. I know that there are two schools of thought on this, one being that you should show respect for someone you don't know and so use either Mr. or Mrs., but I don't agree. I think you can show respect for someone by being courteous and professional, and I think you're going to make a lot more progress if you use a person's first name. Here are the two reasons to do so:

a. First, by using a person's first name you aren't immediately signaling that you're a sales person! How do you feel when someone you don't know calls you and addresses you by "Mr." or "Mrs."? Also, when you use a person's first name, you are starting the call on equal footing, without giving them all the power.

b. Second, everyone likes the sound of their own name. In fact, psychologists have found that everyone's favorite word is their first name! By starting with that you are immediately making a connection, and a personal one at that.

#2 - Be polite. You'd be surprised by how many sales reps still try to trick or get around gatekeepers and assistants, and how many are even rude in doing so. Always, always use please and thank you when speaking with anyone over the phone (or in person for that matter).

Words like "please" and "thank you" go a long way when trying to make a connection with a prospect, and they work especially well when you're trying to get through to a prospect also. Examine your current scripts now and do all you can to insert the proper courtesies wherever you can.

#3 - Be brief. Most reps go into pitch mode the moment they reach their prospect, and it's no surprise they can't wait to get the rep off the phone. I review scripts all the time that essentially read the company's brochure to the prospect the moment they reach them.

You can turn that around and sound so much better by briefly delivering your presentation and checking in with your prospect. Try things like:

a. Briefly _________, the reason I'm calling is that we've been working with many companies like yours, and I just wanted to see if we could help you as well. Can I ask you just a couple of questions to see if we'd be a fit for you?

b. __________, you probably get a lot of calls like these, so I'll be brief. I'll just ask you a couple of quick questions and if I think we can save you between 15 to 20% I'll let you know and, if not, we'll part friends, is that OK?

Get the idea?

#4 - Make a connection. This is one of the easiest of all and it's a great way to get your prospect talking. All you do is find something that you know is affecting your other clients (like new laws in their industry), and ask how it's affecting your new prospect as well. Try:

a. "You know ________ a lot of my clients have told me of the changes they are having to make because of (the new law/change in regulation, etc.), how is that affecting you?"

b. "__________ what are you planning to feature at the September trade show?"

By addressing something that they are dealing with now, you can instantly make a connection and get valuable information. Warning: you have to fit this in after you've established rapport, and you have to address something that is relevant to them.

#5 - Listen more. This may not sound like a way to sound natural on the phone, but believe me, it's probably the most important of all. Because most sales reps are so busy talking at their prospect, they usually lose them at the beginning. In most cases, the prospect has turned off and are just waiting for an appropriate pause to get rid of the rep.

By listening you actually create space for your prospect to speak (and to think), and because of that you are allowing the conversation to flow.
When you give the prospect a chance to get their thoughts and feedback out, they feel comfortable with you, and that is the best way for the conversation to unfold naturally. Hit your mute button after you ask a question and count three 1000's if you're having trouble remaining quiet.

There you have it - five easy ways to avoid sounding like a telemarketer and ways to sound more natural on the phone. The good news is that they are easy to implement, and, once you do, you'll make more connections and you'll feel more comfortable on the phone. And this will come across to your prospects and you'll end up qualifying better leads and making more sales.

If you found this article helpful, then you will love Mike’s: “The Complete Book of Phone Scripts,” which is packed with word for word scripts and techniques that you can begin using today to make more appointments and more sales. You can read about it by clicking here:
http://www.mrinsidesales.com/scripts.htm

Mike Brooks, Mr. Inside Sales, works with business owners and inside sales reps throughout the US, teaching them the skills, strategies and techniques of top 20% performance.

UK HR Update

Another great HR update from Sandra Beale:

Managing a Disciplinary - Employer 5 top tips!

1. Ensure you undertake a thorough investigation leaving no stone unturned. Take comprehensive witness statements from all witnesses which are signed and dated. The investigator should be an independent manager.

2. Invite the employee to a disciplinary hearing giving plenty of notice and providing all written evidence against them. Provide the right to be accompanied.

3. Ensure the employee has adequate time to give their version of events at hearing. Adjourn to investigate new evidence if necessary and reconvene at a later date if appropriate. Ensure the process is documented by a note taker.

4. Ensure the decision from the hearing is appropriate. If in doubt do not dismiss!

5. Ensure the employee has the right to appeal and the hearing is chaired by an independent more senior manager.

Coalition document: Key implications for employers

Here are the key implications for employers from the new coalition document produced by the new liberal/conservative government:

Jobs and pensions
The government says it will scrap all existing welfare-to-work programmes and create a single welfare-to-work programme to help all unemployed people get back into work.

• It vows to ensure that Jobseekers' Allowance claimants facing the most significant barriers to work are referred to the new welfare-to-work programme immediately.
• The document outlines "support" for the national minimum wage, although there is no stated commitment to raising it.
• The government will commit to establishing an independent commission to review the long-term affordability of public sector pensions, while protecting accrued rights.
Retirement age
• The government will "phase out" the default retirement age of 65 and hold a review to set the date at which the state pension age starts to rise to 66, although it will not be sooner than 2016 for men and 2020 for women.
Immigration
• The two parties have agreed to the Conservative commitment to introduce an annual limit on the number of non-EU economic migrants admitted into the UK to live and work - despite the Liberal Democrats' strong opposition to the move. They will jointly consider the mechanism for implementing the limit.

Equality
This section has perhaps the clearest Liberal Democrat imprint, with the government vowing to promote equal pay and take a range of measures to end discrimination in the workplace, including:

• Extending the right to request flexible working to all employees, consulting with business on how best to do so
• Undertaking a fair pay review in the public sector to implement the proposed '20 times' pay multiple - ensuring that no public sector worker can earn over 20 times more than the lowest-paid person in their organisation
• Promoting gender equality on the boards of listed companies.
Legislation
• The document outlines the commitment to cutting red tape by introducing a 'one-in, one-out' rule whereby no new regulation is brought in without other regulation being cut by a greater amount.
• The government promises to review employment and workplace laws for employers and employees, to ensure they maximise flexibility for both parties while protecting fairness and providing the competitive environment required for enterprise to thrive.
• It also vows to reinstate an Operating and Financial Review to ensure that directors' social and environmental duties have to be covered in company reporting, and investigate further ways of improving corporate accountability and transparency.
• The coalition will seek to ensure an injection of private capital into Royal Mail, including opportunities for employee ownership, while retaining the Post Office in public ownership.

There are also plans to undertake a wholesale review of employment law in the UK. An area which the Conservative's have previously considered ripe for reform is employment tribunal system. Their pre-election policy paper contained a commitment "to ensure the system offers fast, cheap and accessible justice which is fair to all sides" and to address perceived inconsistencies in the tribunal system and deter weak claims.

The National Minimum Wage is to be retained, the Government acknowledging the protection it gives low-income workers and the incentives to work it provides. It remains to be seen whether and by how much the rate will increase or whether the age bandings will be retained.
Longer term goals likely to be introduced reasonably early in the life of this government are "family friendly" changes including an extension to the right to request flexible working to all employees, steps to encourage shared parenting from the earliest stages of pregnancy – including the promotion of a system of flexible parental leave and support for the provision of free nursery care for pre-school children.

ACAS – Free Guide to Managing Performance
ACAS has published a new free guide on managing performance including dealing with potential problems, see http://www.acas.org.uk/CHttpHandler.ashx?id=2714&p=0

Free Occupational Health Advice
For free occupational health advice call the Health for Work Advice Line on 0800 0 7788 44. Run by the NHS this invaluable service can help employers get staff back to work quickly and fairly after sickness absence. Alternatively the service can help with disability issues and ill health terminations and retirements. For more details see http://www.health4work.nhs.uk/

The Fit Note – FREE HR Factsheet
Need to know more about the new fit note that replaced the old sick note from 6 April 2010? Sandra has prepared a comprehensive FREE fact sheet. This is available on her website on the useful hr articles page or you can email her for a copy.

Email: info@sjbealehrconsult.co.uk
www.sjbealehrconsult.co.uk

Thanks Sandra!

What sort of leader does it take....

... to capture poachers, go undercover and lead a remote team that works in a huge jungle?

At the moment I'm working closely with a conservation organisation, Fauna & Flora International. I found out about a most extraordinary leader - someone who has a job that is in may ways enviable, in others most certainly not.

She is a project leader in Indonesia, working to protect the Sumatran Tiger's preserve in the Kerinci Seblat National Park.

I would love to interview her because she has challenges that I don't think any business leaders face; and I'm sure we could learn from her.

Firstly, in a male dominated society, she is a woman in charge of a workforce that is predominantly. Secondly, she is not a native of the country where she works. Thirdly she faces daily danger not only from the local fauna (the most threatening of which is probably the mosquito rather than the tiger) but from the poachers who are armed, dangerous and have every intention of continuing to 'harvest' tiger body parts and skin. It is an extremely profitable and entirely illegal enterprise.

She works in an environment which is hostile - internet connection is patchy and even telecommunications are not the simplest. She manages a remote team who cover thousands of hectares of wild forest and who have to be away from their families for months at a time.

All I can say is that having heard so much about this lady from her colleagues, I would very much like to meet her and find out what the key qualities are that she has that makes her such a succesful leader and, above all, so good at her job that the tigers in her region are actually increasing.

She has to manage the teams, the politics, the morale of her workforce and a challenging situation in so many ways.

So here's my questions for you; if you could ask her three questions, what would they be?
And if you were suddenly posted to a position like this (within your field of expertise, but with similar challenges), what are the key leadership skills you think you would need to be as successful?

Post your replies here or email me on info at completetrainer dot com.


Photograph (C) Fauna & Flora International

Questions to Help Open Up the Sale

By Mike Brooks, Mr. Inside Sales

Have you ever been in a closing situation that seems to have stalled, where your prospect isn’t really objecting, but they sure aren’t going where you want them to go? Sometimes during a close you’ll find it necessary to sort of re-open the close, to keep your prospect talking, and to find out exactly what is on their mind.

This is especially true when you’re not sure how to respond to an objection or to how your prospect or client feels about a specific point or feature. It is times like these that you need to just ask a question and let your prospect tell you which direction you need to go in, or how you should respond.

Use the following questions to help open your prospect up and to get them to reveal where they really stand, and what you need to do to close the
sale:

“I can tell that’s important to you; why does it mean so much?”

“Let me see if I have this right. You (restate what they said), right?
What would have to change for this to work for you then?”

“Do I have that right?”

“What else do I need to know to understand how this affects your operation?”

“How would you react if I told you we could handle that and give you this?”

“Can you give me more detail on that?”

“What is your perspective on this?”

“And what has led you to feel that way?”

“What is your experience with this (solution)?”

“When was the last time you tried this?”

“What would have made it work better for you?”

“If you went ahead with this, what would be the worse thing that could happen?”

“I hear you saying X, but I’m also hearing something else. Could you elaborate on that please?”

“And if you didn’t move on this solution today, how are you going to change your results and get more (leads, sales, production, etc.)?”

“Do you see how this (your solution) has been designed to fix your exact problem?”

“How is this sounding so far?”

“I see where you’re coming from. How did you arrive at that?”

“What leads you to believe that?”

If you found these questions helpful, then you will love Mike’s Ebook:
“The Complete Book of Phone Scripts,” which is packed with word for word scripts and techniques that you can begin using today to make more appointments and more sales. You can read about it by clicking here: http://www.completetrainer.co.uk/Training_Books/Complete_Book_of_Phone_Scripts


Mike Brooks, Mr. Inside Sales, works with business owners and inside sales reps throughut the US teaching them the skills, strategies and techniques of top 20% performance. If you’re looking to catapult your sales, or create a sales team that actually makes their monthly revenues, then learn how by visiting: http://www.mrinsidesales.com/

Thanks Mike, another great article! If you'd like to publish your articles here, then please contact us

A guide to 360

A brief introduction to 360 degree feedback systems and their potential uses, by David Cooper


1. What is 360 degree feedback?
360 degree feedback (or multi source feedback) was first introduced in its current form in the 1970s and has its roots in executive management and leadership performance improvement.

The overall aim of the feedback exercise is to raise awareness of the participant to their known and unknown strengths and additionally to appropriate opportunities for development and continuous performance improvement.


The underpinning concept is to provide participants with the opportunity to see themselves as others see them. Quantitative and qualitative feedback about HOW the person does their job is collected from multiple sources (normally their manager[s], colleagues, direct reports and customers). A feedback report is then produced that allows the participant to compare their view of themselves with the feedback from others. The majority of programmes will allow this to be an anonymous process (so that comment can be honest).

2. What should you expect from the latest generation of 360 tools?
Early iterations consisted of internally driven, generic, paper based questionnaires that were manually processed and thus prone to error, sometimes causing those participating to distrust the process. Today, the best 360 degree feedback tools are:

Fully automated - They use a rigorously tested online system that guarantees the accuracy, quality and confidentiality of the whole process.

Proven Questionnaires – They use questions that are valid and have a sound theoretical foundation, measuring the things that differentiate high performing managers from the rest.

Flexible - Enabling all aspects of branding, process implementation, client support, design, development and questionnaire / report formats to be easily adjusted to meet the client's needs.

User friendly - Today's feedback reports must be easily interpreted yet comprehensive; no longer is it acceptable to provide reports containing cryptic data that appear confusing, overwhelming and require an analyst to decipher! Feedback reports should be clear, concise, understandable and easy to interpret.

3. Where can 360 degree feedback tools add value?
360s are viewed as critical components in a wide range of management development interventions. Below are some of the most common applications where 360s are used to add real value:

Performance Coaching - Used at the beginning of a coaching relationship, a 360 degree feedback report can be a powerful 'accelerator' and 'alignment' tool. By clustering and prioritising any undesirable feedback results the subject and coach can quickly gain a clear picture of where their coaching sessions should focus, ensuring key development issues are recognised and addressed. This approach to performance coaching ensures a needs driven focus based on valid, factual, accurate behavioural information.

Personal Development - Used as part of a 'life coaching' programme or as an annual development tool, 360 feedback can be used to provide genuine insight into an individual's working style across a spectrum of leadership and management behaviours and into how their 'personal brand' is perceived. The feedback report can be used to provide clarity of direction for future personal development and career planning. We are also starting to see a trend for using 360s to supplement and provide qualitative evidence in CVs!

Performance Management - A common trend is to use 360 feedback to provide an 'all round view' of performance as part of the appraisal process. The feedback is used by line managers to inform appraisal ratings and contribute to the development discussion. Used in this way, the tool can also act as a management strength benchmark, as well as highlighting individual personal strengths and problem areas.

Development Programmes - Used at the beginning of a leadership or management development programme, 360 degree feedback tools can be used to:

Inform (or determine) programme content - The feedback data from a group of people can be combined into a Group Summary Report that provides an aggregated view of the group's strengths and key development areas. Using 360s in this way enables programme designers to effectively tailor their programme content to meet specific identified needs.

Individual alignment - Providing programme participants with feedback against what is expected of them in their role and then supporting them to convert their lower ratings into a meaningful personal development plan for the programme is a great way of making the programme 'real' for them and ensuring that they start their development journey with a clear picture of what success from the programme will look like for them.

Talent Management - Whilst 360 degree feedback provides insight into a manager's past and current behaviour, when the framework of questions used includes those attributes and qualities needed to work at more senior levels they can also acts an an indicator of future performance and growth potential. 360 feedback can be a powerful component within a talent management programme and is often used to:

- Identify those individuals who have the potential to operate at the next level.
- Highlight how ability and potential can be developed.
- Act as a progress measure.
- Provide evidence based data for any prospective 'chessboard' talent management process.

Team Feedback - Just as an individual 360 provides a snapshot of how the participant is seen by those they work with, a team 360 feedback report collects feedback from groups of stakeholders from across the organisation. There are tailored survey that can provide excellent feedback for use in team development sessions and can be used to help teams gain clarity of purpose and direction, understanding the expectations of stakeholders and providing a clear picture of a team's strengths and weaknesses.

To find out more about how Lumus™ 360 Degree feedback tools can support your development intervention, visit the Complete Trainer 360 resources or for bespoke solutions email davidcooper@lumus.com

What makes you special?

When it comes to being innovative, there are many training companies out there who claim that their programmes are unique. And, I fully believe it! No other programme on the planet will have quite the same content, quite the same presenter, and certainly not the same audience.

So what is a genuine ‘unique selling point’ for a training programme, and how do you go about making this distinction?

This was a challenge I discussed recently with John Giblin, Director of a company called Reach Another Level. His team have spent the last 18 months developing performance improvement programmes based on years of training and development experience. They run residential leadership programmes, experiential team development days (such as Tall Ship sailing events), and open programmes based on accelerating performance improvement in the workplace. Two of these programmes, The Big Picture and The £100,000 Crunch Buster Challenge, seem pretty unique in content, delivery and concept.

I looked at the descriptions on the website, and then used some search terms to see if I could find anything similar. I failed after the first ten pages of Google results. But, if you searched very specifically for these programme titles, you’d only find Reach Another Level, a company whose name matches one of the programme descriptions, and many other inappropriate references.

Switch it round. Looking at the audience for these programmes, the market is the same as for more familiar training programmes, but the challenge is to educate the audience into knowing that these solutions are going to be something they will find genuinely beneficial. That may seem like the challenge everyone faces, but when you take a product such as the forerunner to MP3 players, the Sony Walkman, until they invented it, we didn’t know we needed it!

But to return to marketing, the key is in education. Identify the right target audience; inform and explain your key differences; highlight the benefits that make your product or service stand way ahead of the competition. There’s the challenge – communicating what may be a new concept to an audience who are tired of words like ‘innovative’, ‘unique’ and ‘creative’. Don’t get too clever, and don’t alienate your audience by baffling them with concepts that they just can’t grasp quickly enough.

In this highly competitive world - one which the learning and development industry may find particularly squeezed by the global economy – standing out from the crowd is more important than ever.

Just because you think you are special, does not mean the client will think so. Think like the client, and you stand a better chance of really selling your USP.

Please add your comments - I'd love to hear what you think makes YOU special (or your products, of course!)

The 10 strategy tenets for developing a customer-driven workforce

The 10 strategy tenets for developing a customer-driven workforce by Stephanie Edwards

Developing a customer-driven workforce is one of the key roles of customer service leaders and managers - but how can they successfully achieve this? In the first article in a new series exploring best practice customer service, Stephanie Edwards starts with a strategic look at the topic, outlining the 10 components of customer-centricity.

Turning a customer service strategy into reality is a key challenge for organisations. Today, most senior managers realise that customer service is the competitive strategic weapon but achieving this is sometimes a major challenge. Organisations are their people, and developing a customer-driven workforce has to be the key role of customer service leaders and managers… so how can they do this?

Peter Drucker famously said: “The purpose of business is to create and keep customers,” so every business needs to organise its service delivery system around the needs of its customers. This means firstly designing a customer service strategy that will put customers at the heart of your business. Senior managers need to ask themselves, “Are we doing everything we can to create the best possible experience for our customers?” Perhaps some senior managers assume that because their marketing departments communicate that the organisation’s service delivery “exceeds customer expectations,” that they actually do. I call this corporate arrogance! It is suicidal for businesses.

Your people are the ones to leave a first impression - and a lasting impression - on your customers. They also intimately understand customers’ frustrations and they often know how issues can be resolved, but are not empowered to make the necessary changes.

In the UK we are now predominantly a service economy, so we increasingly need high performance people to keep our customers loyal. Poor customer service is costing UK business’s £15.3bn per year as customers defect! Companies that increase customer interaction investments during a recession can improve profit margins, sales and market share over complacent competitors. It is critical for organisations to retain every customer and maximise their lifetime value.

Institute of Customer Service research shows that organisations with a reputation for service excellence have on average a 24% higher net profit margin than same-sector rivals who do not have the same standing – and they can achieve up to 71% more profit per employee. Are businesses listening?

Let’s assume there are still many organisations out there that still do not know how to establish a strong customer base, so what do they have to do? Lets get customer-centric and here are my ten key components, tried and tested, which will help organisations get started.

Components of customer-centricity
1. Customer insight – Get to know your customers and understand what they expect from you. How many organisations conduct mystery shopper activities for themselves? Where they do it can be scary but enlightening. Get to know your internal customers too - your workforce. Customer service managers need to focus on all their customers consistently and there are many ways of gathering customer intelligence. This does not mean the odd customer satisfaction survey, which I am personally not in favour of; not because most organisations disregard the feedback or do not interpret them properly, but because many organisations create them with a primary intention of achieving good results! They sometimes only ask the questions that will highlight their good practices.

Also, where satisfaction surveys are concerned doesn’t the customer experience depend a lot on customer expectations in the first place? Easyjet might score highly because we have low expectations, but we might score British Airways lower because we have high expectations. Organisations need more reliable methods of evaluating the customer experience and they need their people to make this happen. I really believe that before you decide what your customer service strategy should be you need to talk to your customers and your people, your internal customers, before you put pen to paper.

I remember one such company that impressed me which has now been taken over. Portman Building Society’s top executives travelled the length and breadth of the country to speak to their customers and their staff to identify what was important to them and what needed to be in place to satisfy all their requirements. When they analysed all the information they developed their customer service strategy, created new service standards and then went back on the road to communicate their new vision to employees and customers alike. Absolutely the right way to go which is why they proved to be a great acquisition.

2. Create the service vision or service personality – This is an identifiable set of service characteristics that define how an organisation service proposition is different from that of its competitors. Some organisations have their own credo, others have a service promise or a customer charter but whatever method you have of communicating your service standards to your customers it is important to make sure those promises are achievable and shared by all teams in the organisation.

3. Develop a customer service strategy - This determines the overall direction of the organisation, and, in particular, how the organisation will go about delivering customer service excellence.This is a high level plan that communicates to everyone involved with the organisation how it will develop relationships with its customers, in order to maximise customer satisfaction and customer loyalty, and achieve business success. It is commonly used to prevent non-aligned and disjointed activities between departments and drives everyone towards the same service goals. It includes a service/operational plan to ensure the strategic objectives are met and this should be shared with employees as everyone is going on the same journey. Communication is key; if you do not keep your people informed, rumours and gossip spread fast which can lead to negativity and once embedded it is hard to eliminate.

4. Build an appropriate customer service framework - A learning and development framework will help identify how the organisation is going to go about delivering service excellence. Reward and recognition, celebrating success are key motivators for employees so use them to deliver your service strategy. Customer service performance will improve when organisations provide support through valued reward and recognition systems. This level of recognition results in higher levels of employee satisfaction which translates into better customer service for your customers.

5. Deploy executive service leaders and managers who will become the organisation’s service champions - Service leaders and managers can make or break an organisation’s values; a leader who successfully creates a customer-focused culture will have a huge impact on business success through employee retention and customer loyalty. Ensure that your leaders and managers have the right skills, dedication and passionate about service excellence, customer focused and are results-driven. Leaders should posses a strong business acumen, be strategic, but lead by example, inspiring trust and embedding a no-blame culture within the organisation. Critically, they must encourage positive teamwork.

6. Recruit high-performance, intelligent and well-motivated people with a 'can-do attitude' - You want people with a customer-focused mindset. Once in place, develop their knowledge and skills for delivering service excellence against competencies that are customer focused – good communication skills, tolerance, empathy, good judgement and the ability to interpret service issues and respond appropriately according to the organisations rules.

7. Create innovative products and services with the support of all your people - Inspire your organisation to develop a culture of continuous improvement and innovation for the benefit of your customers. Employee suggestion schemes have helped many organisations implement change which has improved service delivery for customers but even those organisations that have the answers today cannot assume they know what their customers will want tomorrow. Customer’s expectations have become demands and successful organisations will already be anticipating customer’s demands tomorrow to stay ahead of the competition.

8. Design and implement customer-centric processes that make purchasing easy for customers - Processes should be seamless, designed from the customers viewpoint and be consistently reviewed to make transactions simple and stress free. This includes making it easy for customers to complain, remember complainants are your most loyal ambassadors if their complaints are handled professionally. Organisations seldom achieve competitive advantage through their technology and processes alone; it may add value but only if there is a parallel investment in their people who have to work with the technology to assist customers.

9. Create performance metrics so that the organisation can routinely and accurately assess its effectiveness for customers - Use appropriate tools, proven methods, for measuring your customer satisfaction, remember that customer service as a whole includes a wide range of specific service characteristics and there are many touch points where customer transactions take place. It is important to check on customers` perceptions of your service levels at each of these touch points and compare the results with what actually takes place. In other words, identifying your gaps!

10. Manage customer relationships - Products and service alone will not develop relationships with customers. The organisation must deliver something of value to ensure loyalty. Loyalty is created when you provide a level of service that exceeds expectations and which delights your customers. Managing customer relationships is about establishing, maintaining and enhancing relationships with customers for mutual benefit. This takes us back to the beginning, to learning more and more about our customers in order to deliver what they expect. If your people can be encouraged, not only to deliver the promise, but also to go the extra mile, this goes a long way towards sustaining a fantastic relationship with your customers. You will reap the rewards in loyalty, increased reputation and business success. I must emphasise at this point that although CRM is a term given to the management of customer relationships in high volume consumer services its prime objective is to collect data from different departments to enable the tracking and analysis of customer’s transactions and trends. Although particularly valuable it does not replace the personal touch.

By successfully implementing all these components you will begin to create a customer-focused culture. There is no quick fix, but eventually you will influence the behaviours of all your people so that when new recruits join the organisation the service culture dictates: “This is the way we do things around here”. The customer determines what Best Practice is and they expect the highest possible service, the most innovative products at the right price and they want them now.

To achieve service excellence organisations must make excellent service a priority and ensure that their service leaders and customer service managers posses the necessary skills to support all customer facing teams, whether front-of-house or back office; they should all interact in a carefully designed way to ensure that the customer has a fantastic experience with your organisation.

It is no longer appropriate to simply focus on product and/or services. Instead, organisations must truly understand the emotional interactions between their team leaders and mangers, employees and customers, because this is what determines whether an organisation achieves business success or not.

In the second part of this series, Stephanie will discuss the first step in realising this customer strategy - developing a customer-centric leader. Look out for this feature next month.

Stephanie Edwards is managing director of Customer 1st International, and Customer 1st Learning. You can buy her excellent customer services books from The Complete Trainer:

Best Practice Guide for Customer Service Managers
Best Practice Guide for Customer Service

Career Management Best Practice

Career Management: Best Practices in Organisations and the Implications for HR by
Antoinette Oglethorpe

The Challenge
Career management is about the future of the organisation, and also about the effective deployment and development of all employees. Even so, keeping it on the business agenda is a struggle.

Career management is full of tensions and opportunities. Individuals want a career where there is scope for development and progression, together with opportunities to fully utilise their skills. Organisations need to ensure they have the right people in the right jobs and are building a talent pool for the future.

HR Practitioners therefore need to take into account the needs of both the organisation and the individuals within it, thinking about how to build and retain the talent they need, while satisfying employee career aspirations. However, the lack of integration between the organization’s needs and the individuals needs is clearly reflected in the terminology they use with individuals referring to it as “Career Management” and organisations referring to it as “Talent Management”.

This is consistent with the findings of the CIPD survey which show that for the most part, career management is still seen as an optional “nice to have” activity for employees, rather than an essential part of organisational resourcing. Proactive career management is generally aimed at the “high potential” few. Organisations are, for the most part, not embracing the needs of the whole workforce when they talk about career management. Only a quarter of the organisations have a formal written strategy covering the career management of all employees.

The Opportunity
Employers have repeatedly been warned that a number of problems await them in terms of future availability of skilled resources. A tough economy, significant skills shortages and a future “demographic time bomb” resulting in a shortage of young people entering the workforce are all problems already facing many organisations. However, the survey results indicate that, despite this, very little is being done to rethink how career management can help organisations grow and develop their existing resources and talent to counter these issues.
As Hirsh (2002) pointed out “keeping employees at a standstill, where they are in skill and job terms,, is not a realistic option”

Therefore, gaining the necessary support from the top is very challenging. Two key difficulties are:

1. Career development deals with the future and managers will always struggle to prioritise it above short-term operational issues.
2. Many managers worry that asking about career intentions will unsettle staff and open a Pandora‟s Box of pent-up problems and frustrations that are troubling them.

But the evidence shows that attending to career issues makes staff more committed to the organisation and more productive.

Research by Penna Sanders and Sidney entitled Itchy Feet, shows that four out of ten workers surveyed expect to have quit their job within a year and seven out of ten kept their CV polished in case a better offer came their way. With the job market picking up, combined with the demise of employee loyalty and the ever present war for talent, employers cannot afford to be lax in addressing employee satisfaction. However, employees polled in the „Itchy feet‟ report stressed that faced with an environment of internal promotion (46%), better training and development (41%) and recognition of their work (36%), they would stay put. Hence, an effective career management strategy can produce benefits of:

1. Commitment of individuals to stay and deliver
2. Capability to meet future demands
3. Talent magnets – employer of choice
4. Cost savings – reduced staff turnover
5. Competitive advantage

Get career management correctly aligned and individuals will feel connected to their work, valued for their contribution, engaged with the organisation, and motivated to contribute. Their willingness to apply and increase their capability will be enhanced. Manage careers well and the organisation’s capability to meet future demands will be enhanced by its ability to retain existing staff and to attract high quality applicants thereby unlocking the value chain which links personal success, business results and shareholder value. Get career management wrong, and organisational capability is driven down as individual capability exits to competitors.

Getting the environment right
The typical organisation responds to an identified issue with career management (employee attitude survey, increased attrition, reduced morale etc.) by looking for a tool or set of tools that will put things right. Current HR practice in the area of career management tends to concentrate on formal “processes” or “interventions” driven by the organisation to make career development happen. When they fail to do so, the organisation turns its attention away from career management until the next crisis arises.

Getting the alignment right however, is not led by applying the latest career management instrument or copying competitors. It is shaped by developing an environment and culture which is right for that organisation.

The CIPD Survey suggests that organisations who are effective at career management have addressed these three key areas:

1. Formal written career management strategy
2. Getting the communication right
3. Help & support for line managers

Formal written career management strategy
Organisations with effective career management seem to be using a dual strategy of both focused career management and wider career support. HR practitioners need to work hard to sell to their organisations the business case for a more inclusive approach to career management while at the same time recognising the practicalities and limitations of the organisation.

Every organisation has a culture in the way they manage people. Career management interventions and initiatives need to be designed in a way that recognises that culture, adapts to it where possible or manages any change that is necessary.

HR practitioners need to bear in mind that the nature of their organisation (sector, size etc.) will strongly influence the types of career management activities which will be appropriate in that environment. For example, it is not appropriate (or possible) for smaller organisations to offer some of the more sophisticated or formal career management activities that some large organisations are able to offer. But small businesses can still find informal ways of providing development opportunities and encouraging skills development, and they can still work to make sure that their HR practices are not unfairly disadvantaging certain employee groups.

Looking across the piece we see active career management for key groups plus a “core” offering for all staff of appraisal, a more open job market, informal advice (from the line and often HR) and perhaps some career information or tools.

The Achilles Heel of this prevalent pattern is that appraisal is really the only process directed at all employees which offers significant formal dialogue between employee and employer. Unfortunately, this approach seldom leads to what employees might see as “real” conversations about their careers. This is partly because an immediate boss is often not the best person to be talking to, and partly because a formal appraisal review is almost the worst place to tackle the complexities of someone’s future working life.

This may also explain why the most common career goals explored by line managers are short-term goals within the organization, promotion and project roles. These are relatively simple goals to be discussed indicating that managers may not feel they have the skills to talk about some of the more complicated types of career management issues like secondments, work-life balance or career changes.

A research project by the National Institute for Careers Education and Counselling (NICEC) showed that only a minority of useful career conversations took place in the context of formal HR or management processes such as appraisals. Most occurred naturally and were informal. These effective conversations were with a variety of people in the workplace. About a fifth were with the employee’s line manager, but far more were with other managers (including the boss’s boss). Mentors or a friendly, well-informed HR function were also valued sources of advice.

Informal career support is not about providing an “answer”. It often takes several conversations to help someone talk through their career issues. Even then they are still likely to need more information or advice. Sharing our networks and putting employers in touch with those who have access to wider information or know about another part of the organisation can be very useful.

So how can HR use informal discussions as part of a wider career development strategy? First, a strategy should include support from sources other than line managers, including career workshops, mentors or people in HR. Lloyds TSB is promoting this kind of “off-line” provision by training staff in its HR call centre, as well as volunteers from other functions, to act as career coaches. In addition, HR can encourage employees to seek less formal advice from a range of people.

Getting the Communication Right
Career management is often described in terms of the implementation of particular activities or processes. However, most researchers in this field also emphasise the messages – and implied promises – to staff which lie behind the strategy.

Whatever the type, organisations must make sure they are offering clear and honest messages to employees about career and development prospects.

The aspects of career development most likely to be promised to staff are opportunities to develop their skills, flexibility in aspects of their work, interesting work and reasonable levels of security. The “employability” angle is strong here.

The messages are clear and unsurprising. If employees want to get on they should seek qualifications and training, greater responsibility and varied work experiences. They should not work reduced hours, take career breaks, work from home or get ill. So “being there” in continuous full-time employment is a necessary, although not a sufficient, condition for career progression.

The CIPD Survey showed that, on balance, HR practitioners believe that organisations should be adopting a “partnership model” approach to career management. In this partnership deal, individuals should “own” their own careers – but employers should support them by offering advice, support and training. The reality however, seems to be that individuals are pushed towards fulfilling their side of the “deal”, taking ownership for their own career development, but most employers are not delivering their side of the deal.

This amounts to a difficult message to employees. The message about managing your career can easily be heard by employees as saying “you‟re on your own”, with the messages about career partnership and support being less audible. We also see that the career management activities undertaken offer information support to employees, but probably fall short of an active partnership. The message about the organisations need to develop certain groups of people can also seem at odds with the more universal messages about career support. This is not to say that the strategic thinking is flawed just that the communication challenge is considerable.

Help & support for line managers
The CIPD survey shows that getting involvement in career management from line managers is still an uphill struggle. Career management activities are mostly driven by the HR function and by individuals with the Board taking rather secondary responsibility. It seems that the line will play a part but need to be coaxed and cajoled by the HR function on the one hand and employees on the other.

HR practitioners need to devise ways of helping line managers support career development more effectively particularly since one of the major barriers to career management is reported as being a “lack of time”. Other research has shown that career education for employees can help them extract support from their bosses (Yarnall, 1998), so this should be a focus for practitioners.

Wendy Hirsh expresses a personal view that “career development needs stronger „hands on‟ HR input than many other areas of people management. Some of the reasons for this include: its future orientation which makes it slip down the business agenda; the need sometimes for expert and confidential career support; and the need to facilitate career moves across functional or business unit boundaries. These are not reasons to pull line managers out of their role in career management, but they do imply more proactive HR input alongside that of the line.”

If organisations were really serious about line managers taking the lead in supporting the career management of their staff, they would train them to do it. Not surprisingly, the survey shows only a minority of managers receive such training. This will reinforce the “optional extra” status which career management so often has in the line – nice if you have the time and interest, but not really all that important.

The CIPD survey results show that few managers appear to take career management seriously or are trained to provide effective career discussions to their team members. CIPD research indicated that, if delivered well, HR practices such as career development and training can contribute to producing highly committed, motivated employees (Purcell et al, 2003). This is where line managers have an important role to play. CIPD research “Understanding the people and performance link: Unlocking the black box”, also highlights the crucial role of line managers in delivering HR strategy and effective practices. If line managers are to be the main source of support for employees in terms of career support, organisations need to properly equip them with the training, guidance and information to perform their task effectively. Much needs to be done to make line managers understand why career management is important to future individual and organisational success.

Career Management Practices - Developing a “Career Partnership”
The duality of the objectives of career management – meeting the needs of the organisation and of the individual – have led to much debate about who “owns” career development. In reality of course individuals have always owned their own careers and certainly their own attitudes and aspirations.

There are three general strands of thinking about career ownership:
1. Individuals should take primary responsibility for their own careers, and be proactive in their own career development, particularly when in a rapidly changing organisation or when unemployed.
2. Employed individuals will manage their career‟s inside an organisation more effectively if they have information and support from their employer. To be most effective, a “career partnership” should be formed between employer and employee based on active dialogue and negotiation to meet the needs of both parties. Employees need advice, support and training in how to manage their careers.
3. Organisations have a vested interest in taking more initiative in planning for the careers of their most valued employees, typically senior managers and their potential successors.

The processes most commonly made available to “all” staff are online vacancy boards, an open internal job market, formal appraisal or development review, and career information/advice from staff in a learning centre. These processes can be seen to be relatively standard or straightforward activities, predominantly focused on providing information or forming part of another process such as appraisal.

Practices less likely to be aimed at all employees are succession planning, high potential development schemes, formal mentoring, graduate entry schemes, development or assessment schemes and external secondments.

In other words there are a number of widespread processes regularly implemented and aimed at “all” employees. However, these are often informal and not always considered to be effective e.g. appraisal. Certain groups of employees, such as senior management and graduates, do seem to be receiving more proactive career development, but this only affects a small proportion of the workforce.

The survey tells us what activities or processes HR people think are being deployed in their organisations, which employees they cover, and how effective they are felt to be.

Succession Planning is one of the more common processes, although it remains difficult to implement effectively. A high proportion of respondents reported their organisations had some career processes aimed at specific populations (such as high potential or graduate schemes). This links with the survey findings that the dominant objective for career management is developing future leaders. Other research would support this view (Gratton et al. 1999).

Appraisal is the only formal process applied to nearly all employees. The survey respondents who used this process found it only moderately effective. Other research has shown it is not very helpful for career dialogue (Hirsh et al. 2001)

An open internal job market is now very common (Hirsh et al, 2000) and available to the whole workforce, often supported by an online vacancy board. The survey shows the open job market is most used in organisations with lower proportions of managers and professionals. It is felt to be an effective process, at least by HR practitioners.

Over two-thirds of organisations offered some form of career support such as career information, career counselling, or workshops. With the exception of information (often now intranet-based), most of the initiatives are not offered to all staff. They are, however, less common than the targeted forms of career management for potential senior managers.

Informal career support is, as we would expect, very widespread. It is interesting, however, that over three-quarters of respondents felt that HR or training people in their organisation offered informal career support to employees.

The practices considered to be most effective are:
• An open internal job market
• Development or assessment centres
• Online vacancy boards
• Development Programmes
• Graduate entry schemes

Practices considered to be least effective are:
• Succession planning
• Career information/advice
• Informal support from managers

The implications for HR
The barriers to better career management appear to be practical rather than philosophical. The main barriers are seen as lack of time/resources; being seen as peripheral; and a lack of senior management commitment – all to do with getting it done rather than strategic intent.

Hence, two key activities for the HR function should be (a) working hard to involve senior management both in strategy and implementation and (b) training line managers much more thoroughly for the role they are expected to undertake.

HR need to develop a clear business case for career management. Career management should improve the deployment of skills and develop a stronger and more flexible skills base for the future, as well as supporting the attraction, motivation and retention of high-quality staff.
Career management in most organisations requires two strategies to work side by side. The first pillar of the strategy facilitates planned career development for selected groups of staff the organisation wants to bring on. The second pillar of the strategy offers information, advice and support to all employees who wish to develop their careers.

HR practitioners need to bear in mind that the nature of their organisation (sector, size etc.) will strongly influence the types of career management activities which will be appropriate in that environment. For example, it is not appropriate (or possible) for smaller organisations to offer some of the more sophisticated or formal career management activities that some large organisations are able to offer. But small businesses can still find informal ways of providing development opportunities and encouraging skills development, and they can still work to make sure that their HR practices are not unfairly disadvantaging certain employee groups.
Organisations expect all employees to manage their own careers; all managers to support other employees in their career development; and senior managers to take a strategic lead and provide positive role models. Employees at all levels need adequate training to equip them for their roles in career management.

In conclusion, the HR function needs to be an active player in career management and to allocate enough of its own resources to offering practical career support.

(C) 2010 Annette Oglethrope, Banana Park Consulting