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Frontline crisis communication for
frontline staff – a practical workshop
Melbourne, 29 August 2012
What it’s about
• This workshop is about the tools that guide effective writing
  for crisis management – from the point of view of frontline
  executors of the centralised plan
• We focus on writing because even verbal communication
  must relate back to the organisational messages – so think of
  verbal communication as scripted copy
• Increasing prevalence of email and social media as viable
  customer service communication channels means frontline
  customer service personnel are playing an increasing role in
  disseminating written communications on behalf of companies
Important to note
• This is a practical workshop that you should be able to
  find immediately valuable when you get back to your
  desk.
• It is not, therefore, a demonstration in amazing
  presentation skills designed to wow you with stagecraft.
• The content will be provided after the course, both
  through SOCAP and on my Slideshare page when I
  remember to do it.
• As such it is text-heavy, violates many rules of best-
  practice presentation skills and is unlikely to end up
  being the subject of a TED talk any time soon.
When customer service fails
                                  E

                          D

   A          B                   C             F        G       PR!!
Coal Face   Customer          Influencer     Audience   Client

                         D
                       Audience       E
                                  Audience
Crisis: a definition
• Anything that stops a
  business being able to
  perform “as usual”
   –   Earthquake
   –   Product contamination
   –   Political instability
   –   Death of key executives
Some other definitions
• Criticism                        • Complaint
   – Feedback from a                 – Feedback from a
     stakeholder that you could        stakeholder that you have
     have done something               done something that
     better                            affects them personally, in
   – E.g. “Your new product            a negative way
     doesn’t work as well as the     – E.g. “Your new product
     old one” [replace with            hasn’t worked properly,
     company-specific example]         causing me emotional /
                                       physical / financial
                                       distress”
Crisis communication: why?
• To get people to start
  doing something
   • Call us, visit a website,
     evacuate the building
• To get people to stop
  doing something
   • Eating a product, driving a
     car, investing in ostrich
     farms
• Immediate, measurable,
  binary
A word on individuals
• You are completely
  unique. Just like
  everyone else
   – Every crisis is unique
   – Every person affected by a
     crisis is unique
   – Every communication must
     be tailored to the individual
     recipient

   – = incredibly labour-
     intensive
Risk Perceptions (Fear Factors)
Lower Concern/Fear                           Higher Concern/Fear
1. Under my control                          1. Controlled by others

2. Trustworthy sources                       2. Untrustworthy sources

3. Fair/large benefits                       3. Unfair/few or unclear
                                                    benefits / Involuntary



                  Copyright, Dr. V Covello, Center for
                    Change/Risk Communication
Commonalities
• Despite all our
  differences, deep down
  we’re really all the same
   – People want to know you
     care
   – People want you to fix
     what you break
   – People want to know
     you’ve learned your lesson
   – People don’t want to keep
     complaining
Three rules and three tools
• Rule 1: Information        • Tool 1: Know, Do, Go
  breeds confidence,
  silence breeds fear

• Rule 2: Empathy is more    • Tool 2: CAP
  powerful than a solution

• Rule 3: Know your          • Tool 3: Ask TOM
  audience
Rule 1: Information breeds confidence
Tool 1: The KDG Template
(Know, Do, Go)
Key Message 1:
What is most important for people to know

Key Message 2:
What is most important for people to do

Key Message 3:
Where people can go to get                    credible information
                    Copyright, Dr. V Covello, Center for
                      Change/Risk Communication
Example: product contamination
•   Thanks for calling, and let me first start by saying I absolutely understand that
    you’re concerned.
•   My name is Grant and I’m here to provide you with the information you need to
    know about this product.
•   What we know is that only a few batches of the product were affected, and if you
    have the packet there I can tell you how to find the necessary information on the
    pack. Do you have it handy?
•   Ok, if you turn the pack over so you’re looking at the bottom of the box,
    underneath the Best Before date you’ll see a series of numbers. Can you find
    that? And what’s that number?
•   Great, thanks for that. The good news is that your product is not affected. Now,
    if you have any other product and that number is XYZ, then you should definitely
    call us back / return it to the supermarket, etc. If you would like to know more
    about the situation, please feel free to visit our website at
    www.findoutmore.com.au.
Example: product contamination
•   Thanks for calling, and let me first start by saying I absolutely understand that
    you’re concerned.
•   My name is Grant and I’m here to provide you with the information you need to
    know about this product.
•   What we know is that only a few batches of the product were affected, and
    if you have the packet there I can tell you how to find the necessary
    information on the pack. Do you have it handy?
•   Ok, if you turn the pack over so you’re looking at the bottom of the box,
    underneath the Best Before date you’ll see a series of numbers. Can you
    find that? And what’s that number?
•   Great, thanks for that. The good news is that your product is not affected. Now,
    if you have any other product and that number is XYZ, then you should definitely
    call us back / return it to the supermarket, etc. If you would like to know more
    about the situation, please feel free to visit our website at
    www.findoutmore.com.au.
Rule 2: Empathy > solution
Trust Factors in High Stress Situations

              Competence /
                                                  Assessed in
                Expertise                         first 9-30
                 15-20%
                                                  seconds
Honesty /                    Listening / Caring
Openness                        / Empathy /
 15-20%                         Compassion

                                   50%

      All Other Factors
           15-20%


                                                   Copyright, Dr. V Covello, Center for
                                                     Change/Risk Communication
Tool 2: CAP
• CONCERN – humanise

• ACTION – what’s the fix?

• PERSPECTIVE –
  containment
Tool 2: CAP
• CONCERN – humanise
   – What people need to know is...

• ACTION – what’s the fix?
   – What people can do is...

   – Where people can go is...

• PERSPECTIVE – containment
Example: product contamination
•   Thanks for calling, and let me first start by saying I absolutely understand that
    you’re concerned.
•   My name is Grant and I’m here to provide you with the information you need to
    know about this product.
•   What we know is that only a few batches of the product were affected, and if
    you have the packet there I can tell you how to find the necessary
    information on the pack. Do you have it handy?
•   Ok, if you turn the pack over so you’re looking at the bottom of the
    box, underneath the Best Before date you’ll see a series of numbers. Can
    you find that? And what’s that number?
•   Great, thanks for that. The good news is that your product is not affected.
    Now, if you have any other product and that number is XYZ, then you
    should definitely call us back / return it to the supermarket, etc. If you
    would like to know more about the situation, please feel free to visit our website
    at www.findoutmore.com.au.
Real-life example
Real-life statement
Rule 3: Know your audience
Tool 3: Ask TOM
• Target Audience
   • Who am I talking to?
• Objective
   • Why have they contacted
     me?
   • What are they looking for?
• Message
   • What am I going to say?
Who’s getting in touch?
Who’s getting in touch?
The importance of knowing
• Understanding who we’re engaging with:
   – Helps us determine if we’re dealing with criticism or complaint
   – Helps us provide a more effective solution / resolution
   – Helps us reduce repeat contacts by more effectively handling
     first encounters
   – Reduces the risk of us making it worse
Summary
• Frontline personnel can be the difference in a crisis
• Understanding what happens in the crisis control room
  can help inform your teams’ role
• Being a containment point for the crisis adds immense
  value to the crisis management strategy
• It’s all communication – you can help drive change within
  your organisation
• Someone, somewhere in your organisation is probably
  already doing this stuff
Thank you
           Edelman Melbourne
                 Level 5
            287 Collins Street
               Melbourne
          www.edelman.com.au




       Email grant.smith@edelman.com
              Tel +61 3 9944 7626
              Twitter @grantsmith8
Slideshare http://www.slideshare.net/grantsmith8

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Training your frontline staff in crisis communications - prepared for SOCAP 2012 (web)

  • 1. Frontline crisis communication for frontline staff – a practical workshop Melbourne, 29 August 2012
  • 2. What it’s about • This workshop is about the tools that guide effective writing for crisis management – from the point of view of frontline executors of the centralised plan • We focus on writing because even verbal communication must relate back to the organisational messages – so think of verbal communication as scripted copy • Increasing prevalence of email and social media as viable customer service communication channels means frontline customer service personnel are playing an increasing role in disseminating written communications on behalf of companies
  • 3. Important to note • This is a practical workshop that you should be able to find immediately valuable when you get back to your desk. • It is not, therefore, a demonstration in amazing presentation skills designed to wow you with stagecraft. • The content will be provided after the course, both through SOCAP and on my Slideshare page when I remember to do it. • As such it is text-heavy, violates many rules of best- practice presentation skills and is unlikely to end up being the subject of a TED talk any time soon.
  • 4. When customer service fails E D A B C F G PR!! Coal Face Customer Influencer Audience Client D Audience E Audience
  • 5. Crisis: a definition • Anything that stops a business being able to perform “as usual” – Earthquake – Product contamination – Political instability – Death of key executives
  • 6. Some other definitions • Criticism • Complaint – Feedback from a – Feedback from a stakeholder that you could stakeholder that you have have done something done something that better affects them personally, in – E.g. “Your new product a negative way doesn’t work as well as the – E.g. “Your new product old one” [replace with hasn’t worked properly, company-specific example] causing me emotional / physical / financial distress”
  • 7. Crisis communication: why? • To get people to start doing something • Call us, visit a website, evacuate the building • To get people to stop doing something • Eating a product, driving a car, investing in ostrich farms • Immediate, measurable, binary
  • 8. A word on individuals • You are completely unique. Just like everyone else – Every crisis is unique – Every person affected by a crisis is unique – Every communication must be tailored to the individual recipient – = incredibly labour- intensive
  • 9. Risk Perceptions (Fear Factors) Lower Concern/Fear Higher Concern/Fear 1. Under my control 1. Controlled by others 2. Trustworthy sources 2. Untrustworthy sources 3. Fair/large benefits 3. Unfair/few or unclear benefits / Involuntary Copyright, Dr. V Covello, Center for Change/Risk Communication
  • 10. Commonalities • Despite all our differences, deep down we’re really all the same – People want to know you care – People want you to fix what you break – People want to know you’ve learned your lesson – People don’t want to keep complaining
  • 11. Three rules and three tools • Rule 1: Information • Tool 1: Know, Do, Go breeds confidence, silence breeds fear • Rule 2: Empathy is more • Tool 2: CAP powerful than a solution • Rule 3: Know your • Tool 3: Ask TOM audience
  • 12. Rule 1: Information breeds confidence
  • 13. Tool 1: The KDG Template (Know, Do, Go) Key Message 1: What is most important for people to know Key Message 2: What is most important for people to do Key Message 3: Where people can go to get credible information Copyright, Dr. V Covello, Center for Change/Risk Communication
  • 14. Example: product contamination • Thanks for calling, and let me first start by saying I absolutely understand that you’re concerned. • My name is Grant and I’m here to provide you with the information you need to know about this product. • What we know is that only a few batches of the product were affected, and if you have the packet there I can tell you how to find the necessary information on the pack. Do you have it handy? • Ok, if you turn the pack over so you’re looking at the bottom of the box, underneath the Best Before date you’ll see a series of numbers. Can you find that? And what’s that number? • Great, thanks for that. The good news is that your product is not affected. Now, if you have any other product and that number is XYZ, then you should definitely call us back / return it to the supermarket, etc. If you would like to know more about the situation, please feel free to visit our website at www.findoutmore.com.au.
  • 15. Example: product contamination • Thanks for calling, and let me first start by saying I absolutely understand that you’re concerned. • My name is Grant and I’m here to provide you with the information you need to know about this product. • What we know is that only a few batches of the product were affected, and if you have the packet there I can tell you how to find the necessary information on the pack. Do you have it handy? • Ok, if you turn the pack over so you’re looking at the bottom of the box, underneath the Best Before date you’ll see a series of numbers. Can you find that? And what’s that number? • Great, thanks for that. The good news is that your product is not affected. Now, if you have any other product and that number is XYZ, then you should definitely call us back / return it to the supermarket, etc. If you would like to know more about the situation, please feel free to visit our website at www.findoutmore.com.au.
  • 16. Rule 2: Empathy > solution
  • 17. Trust Factors in High Stress Situations Competence / Assessed in Expertise first 9-30 15-20% seconds Honesty / Listening / Caring Openness / Empathy / 15-20% Compassion 50% All Other Factors 15-20% Copyright, Dr. V Covello, Center for Change/Risk Communication
  • 18. Tool 2: CAP • CONCERN – humanise • ACTION – what’s the fix? • PERSPECTIVE – containment
  • 19. Tool 2: CAP • CONCERN – humanise – What people need to know is... • ACTION – what’s the fix? – What people can do is... – Where people can go is... • PERSPECTIVE – containment
  • 20. Example: product contamination • Thanks for calling, and let me first start by saying I absolutely understand that you’re concerned. • My name is Grant and I’m here to provide you with the information you need to know about this product. • What we know is that only a few batches of the product were affected, and if you have the packet there I can tell you how to find the necessary information on the pack. Do you have it handy? • Ok, if you turn the pack over so you’re looking at the bottom of the box, underneath the Best Before date you’ll see a series of numbers. Can you find that? And what’s that number? • Great, thanks for that. The good news is that your product is not affected. Now, if you have any other product and that number is XYZ, then you should definitely call us back / return it to the supermarket, etc. If you would like to know more about the situation, please feel free to visit our website at www.findoutmore.com.au.
  • 23. Rule 3: Know your audience
  • 24. Tool 3: Ask TOM • Target Audience • Who am I talking to? • Objective • Why have they contacted me? • What are they looking for? • Message • What am I going to say?
  • 27. The importance of knowing • Understanding who we’re engaging with: – Helps us determine if we’re dealing with criticism or complaint – Helps us provide a more effective solution / resolution – Helps us reduce repeat contacts by more effectively handling first encounters – Reduces the risk of us making it worse
  • 28. Summary • Frontline personnel can be the difference in a crisis • Understanding what happens in the crisis control room can help inform your teams’ role • Being a containment point for the crisis adds immense value to the crisis management strategy • It’s all communication – you can help drive change within your organisation • Someone, somewhere in your organisation is probably already doing this stuff
  • 29. Thank you Edelman Melbourne Level 5 287 Collins Street Melbourne www.edelman.com.au Email grant.smith@edelman.com Tel +61 3 9944 7626 Twitter @grantsmith8 Slideshare http://www.slideshare.net/grantsmith8

Editor's Notes

  1. This training has been developed to support people in a front-line communication role during a company issue or crisis. It can also serve as a primer for consultants, as well as Communications or Marketing personnel, although primarily it is aimed at providing practical crisis writing skills for:Customer Services (consumer)Sales Managers (account reps)Community Managers“Coal Face” personnel who may have personal contact with a stakeholder during an issue or crisisMuch of communication is about talking in macro terms“five things to know about Twitter”“how to pitch a story to journalists”“every pitch must include The Big Idea”This macro view also applies to centralised crisis management…but it falls down when we get to the coal face of stakeholder communications during a crisis
  2. Impact-dependentWe only do this because we need someone to do (or stop doing) something very specificUsually, we caused the behaviour we’re trying to change