Click to Visit

Click to Visit


 

Done? Done!
By Peter J. McGarahan, Founder and President, McGarahan & Associates


How to make it Done? Done!

It remains a painful memory -- the first time I was caught off guard by a manager in front of my peers and CIO. Yet to this day the memory helps me, because it drives me to always be in the know. After all, it’s a leader’s job to always know what’s going on in the support organization in terms of operational, financial, and customer satisfaction measurements. Make no mistake; however, it’s not micro-managing when you run your support organization like it was a standalone business. Instead, it’s smart. But how do you get smart? That is, how do you develop a process and a system to always be in the know?

Glad you asked. I follow this five-step program:

1. Know what you need to know
2. Know how can you know it
3. Empower your team to get results
4. Follow through and follow up
5. Practice “Done? Done!”

Know what you need to know

In any support organization there are hundreds of details, thousands of customer interactions, and a million metrics to track, report and communicate to stakeholders. That’s why I often ask support leaders how they know with confidence what’s going on within their support organization. Their answers vary widely, but they consistently tell me “Better Focus” is at the top of their New Year’s resolution lists. And that’s no surprise because the Devil is in the Details.

It’s easy to spend too much time on people management and quickly find that you’ve been left behind on a critical rollout, suffered the loss of a key customer sponsor, or missed SLAs for the period. You have to pick the details that are most important to your senior management and to your customers. You must find a balance between MBWA ("Managing by Walking Around"), exception reporting (one-page daily summary of the health of your support business), networking (peer and senior management), and getting out of the office to visit your customers.

Some suggested Devil Details to know off the top of your head are:

1. Who’s calling, why are they calling, and how well are you handling their calls? How much are you resolving and how much is it costing the company?

2. Who’s not calling, why are they not calling, what are they doing for support, and how much is it costing the company?

3. How effectively are you using all available resources (staff and tools) and best practice processes?

4. Does the business (customers and sponsors) value your services and rate them high in terms of satisfaction?

5. Are you tracking all activity completely and correctly, as well as reaping the benefits by performing regular Root Cause Analysis that supports better decision-making and quantifiable results?

Know how you can know it

How do you know what you know? Can you point to hard data that was collected, analyzed, and verified? Or are you taking someone else’s word for it? Are you willing to bet your job and your organization on what you think you know, or on what you confidently know and can demonstrate? At best, a well-run support organization is the very definition of controlled chaos -- a proactive team with a sense of urgency yet cool, calm and collective in their approach to managing demand with harmonious process, tools and people.

Given the many distractions and white noise during your daily management routine, it’s critical to develop a process to know what you need to know. Ask yourself these questions; the answers will help you create that process:

1. Do you receive frequent, regularly reports that provide you with essential operating information?

2. Do you listen in on calls yourself?

3. Do you have a formalized Quality Assurance program that ensures your best practice training is being delivered consistently in every user interaction?

4. Have you walked through your Cost per Transaction calculations (e.g., Call, Resolution, email, self-service, etc.) and other support financial models? Are you confident in all the data sources?

5. Do you regularly challenge your direct reports to make sure they are engaged, connected, and in-the-know?

Empowering your team to get results

An empowered team delivers results. But getting them committed to taking accountability and ownership is difficult, and often requires some risk/reward component. There has to be some or loss as a result for success or failure. An empowered team focused on the details, results and communicated closure can only be successful if they have:

1. Goals. Success depends on having goals, understanding them, and knowing how to achieve them.

2. Boundaries. The manager acts as a coach and helps the team define its boundaries for operating.

3. Empowerment. The team must have authority to make decisions and act independently.

4. Training. The team needs to be educated in Self-Directed Work Team (SDWT) principles. Team members need to be taught what teaming is all about and how they will need to work together in order to achieve team goals.

5. Control. The team needs to determine all of the variables that will affect its success and how to control them. A SWOT (Strength, Weakness, Opportunity and Threats) Analysis will help identify all of these variables.

Follow through and follow up

Let’s cut to the chase… Successful executives sustain accomplishment by being relentless about closure. Support leaders need to hold their teams accountable for achieving closure with every user, customer, peer and executive interaction.

Excellence is achieved only by the uncompromising pursuit of closure -- following through and following up -- as discussed in the wonderful case-study book, Execution: The Discipline of Getting Things Done by Larry Bossidy, Ram Charan, and Charles Burck. The key learning’s in the book are simple, logical, and proven: Ensure there is reality behind your numbers and that you know what processes were involved in generating those numbers/results… Sleep well at night knowing you’ve exhausted all possible resources and ideas to ensure that your results predictable… Work well knowing that your unyielding pursuit of closure puts the rubber to the road.

Practice “Done? Done!”

Are you a “checklist manager”? If not, why not? How else will you know if you were successful at the end of the day?

Using a rigorous, daily checklist routine is a practice and an art that I call “Done? Done!” -- Always asking yourself these questions before you rush to mark an item “complete” on your To-Do list:

  • Is it really done?
  • How do I know?
  • Did I follow through and follow up with that person to verify that the expected results were achieved?
  • Is there a measurable improvement?
  • Did we affect or impact something in a positive way (before-after)?
  • What could we have done better?
  • Is there room for improvement?

Be forewarned -- making and using a checklist does not magically make results happen. It’s a tool for ensuring due diligence. Don’t ever settle for assumptive or anecdotal data! “In God we trust, all other must bring data.” Don’t ever think you have fully maximized the value of any initiative or project based upon a checkmark against a line item on a To-Do list.

Now… Done? Done! Now go to the following Activity and Planning Guide for tips on finding the time!


An Activity Tracking/Planning Guide for Finding the Time!

1. Where does the time go?

  • Analyze your calendar over the past four to eight weeks to understand where you spent your time.

2. Start each day with a plan.

  • Before you leave work each day, plan your next day and commit your calendar.

3. Know thyself

  • Identify how you want to allocate your time by answering the following questions:
    o When and how much do I want to work?
    o What do I want to achieve in my job?
    o What activities are essential to my success?
    o What activities do I disdain?

4. Control interruptions

  • Empower and delegate.

5. Do the math

  • Define a time budget by translating your goals into a daily and weekly time budget.

6. Make it so

  • Outline a plan to close the gap between the current and target-time allocations.

7. Start a support group

  • Implement and monitor the calendar changes by getting others involved with your plan.

About the Author
Peter McGarahan is the founder and president of McGarahan & Associates and acting Chairman of the IT Infrastructure Management Association. Pete’s value to the service and support industry is his thought leadership. As a practitioner, product manager and support industry analyst and expert, he has influenced the maturity of the service and support industry. His passion for customer service led the Taco Bell support organization to achieve the Help Desk Institute Team Excellence Award. IT Support News also named him one of the “Top 25 Professionals in the Service and Support Industry” in 1999. Support professionals voted McGarahan “The Legend of the Year” in 2002 and again in 2004 at the Help Desk Professionals conference for his endless energy, mentoring and coaching and his valuable contribution to the support industry and community. You can reach Peter McGarahan at pete@mcgarahan.com or 714.694.1158.

 

2008 SupportIndustry.com, All Rights Reserved

Advertising | Privacy Policy | E-mail | About Us | Our Newsletter