Click to Visit

Click to Visit


 

A Time for Reflection
By Peter J. McGarahan, Founder and President, McGarahan & Associates


No Time – I'm too busy!

Alright, I’ll give you that excuse during the year, but it's December and most businesses, government agencies, Universities and Non-profits have a tendency to “slow down” during the end of the year. It’s up to you on how you choose to use this available time when your calendar is not packed with 8 hours of back-to-back meetings. It’s time to recharge those batteries! Maybe catch-up on your reporting? Get a head start on performance reviews? Finish your 2008 Goals and Objectives or just sit back, gazing into thin air and wonder how you are going to handle your existing demand for services plus all the NEW projects, technology rollouts and application development work scheduled for next year. For me, it’s time to reflect on all that happen in the past year; both the good and the bad - and find some learning and lessons in it all.

Service Leadership

I also think it is a great time to be a Service Leader, taking the time to thank everyone personally that has played a role in supporting your customers and business on a daily basis, often without thanks. Spend quality time out of your office and with your team over the next few weeks. Make time to get to know them better – as people, not just as workers. Make sure you celebrate their successes over this past year. Take the time to invite peers and customers who have helped you and your team be successful this year out to lunch! Thank them and tell them you appreciate all of their support and efforts during the year. No better time then the present, my principle Al Sophia used to tell us as we always looked for ways to procrastinate! While you’re at it – please make sure you do something that gives you the opportunity to experience the true meaning and spirit of Christmas.

The Scouts of Pack 1253 visited the seniors at the Brighton Gardens in Yorba Linda for a tree decorating celebration and some good old fashion Christmas Caroling. I remember the feeling of joy as the A Cappella Choir sang and I had the opportunity to reflect on Christmas’s past. But the real satisfaction was in seeing the joy in the faces of the senior residents, who were enjoying the company, the attention and the spirit of Christmas. Joy in being there for other people – satisfaction in servicing others who are not our customers. Take the time – reflect on what you did well, what you didn’t do well and the things you did not get done this year. What are your take-aways and what can put into YOUR Continuous Improvement plan for the New Year? And how about your team’s performance, are you going to do anything different next year to reach new levels of maturity and business value contribution. Let’s get started with the reflection of what you know, or at least what you think you know!

How do you know?

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 career and the credibility of 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 processes mapped into a tool set that allows their well trained and highly motivated professionals to respond and resolve issues and requests in a timely manner.

Given the many distractions and “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 customer 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?



Devil in the Details

In every support environment, there are details that the Service Leader needs to always know off the top of their heads. 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 on first contact, who are you escalating to and why haven’t we been trained or supplied knowledge articles to access for resolution on first contact?

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), what is your utilization percentage of your professionals and how do you plan to continue to meet Service Levels with all the new work coming your way next year?

4. Does the business (customers and sponsors) value your services and rate them high in terms of satisfaction? What types of services are you not supplying that they would value?

5. Are you tracking 100% of all activity completely and correctly, as well as reaping the benefits by performing regular Root Cause Analysis (RCA) that identifies trends, highlights business impact and supports better factual decision-making.


Engaging your team to get better results

An engaged team delivers better results - consistently. But getting them committed to taking accountability and ownership is often difficult, and often challenging. It requires some risk/reward component. There has to be some gain or loss as a result for success or failure. An engaged and empowered team focused on the details, results and better status communication 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. Engagement/Empowerment. The team must be “in the game”. They must have the guided authority to make decisions on the front-line.

4. Training. The team needs to be educated and trained in ways they can work better together as a team as well as an individual. Team members need to be taught what teaming is all about and how they will need to work together in order to achieve team and individual performance goals.

5. Control. The team needs to determine all of the variables that will affect its success and how to control them. They need to know what is in their control and what variables are outside of the control. It’s a waste of time and energy to focus on the variables and outcomes you cannot control. A SWOT (Strength, Weakness, Opportunity and Threats) Analysis will help identify all of these variables.


Follow through and follow up

Let’s talk about closure! Successful executives sustain accomplishment by being relentless about closure. Service leaders need to hold their teams accountable for achieving closure with every customer experience, transaction and 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 learnings 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? But do you merely put a check in the box or do you really know that this task has been completed successfully and achieved the desired outcome?

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?

Remember, 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! Deming stated, “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.

And to all a goodnight!

It’s a perfect time to appreciate all that we have to be thankful for! Enjoy the simple things that don’t involve email, hand-held devices, text messaging, gaming or the internet – spend time re-engaging yourself with those people who somehow never seem to make it onto your busy calendar. I would like to wish all of you and your family Merry Christmas and Happy New Year! I toast to all of your past successes in 2007 and your future successes in 2008.

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.

 

2007 SupportIndustry.com, All Rights Reserved

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