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Communications
Management:
Promoting the Value of your Service
Eddie Vidal
March 23, 2017
Communications 101
2
Communications 101
3
@eddievidal
Communications 101
4
@eddievidal
Communication
 Communication is the activity of conveying
meaningful information
 The communication process is complete
once the receiver has understood the
sender.
5
@eddievidal
Objectives
 Importance of communication
 Change perception
 Promote your value
 Align with department/company goals
 Create a plan/policy
 Leverage Social Media
 Ideas to get you started
6
Does your organization
have a formalized
communication plan?
@eddievidal
Importance
 Who has a plan in place?
 If no plan, is it consistent?
 Are you aligned with your IT organization?
Business?
 Why have a plan?
8
@eddievidal
Importance
 Why have a plan?
Break down silos
Create a shared vision
Send one consistent message
Proactive – Effective – Timely
 Promote your value
Clearly Articulated - IT services must be
aligned to the needs of the business
9
Importance
Value
 Aren’t we selling
something?
Services
 Does the customer
know how to obtain
your services?
Alignment
 Is the business included in
your planning?
 Do they sit at the table?
 Are there black out
periods?
 i.e. Higher Education,
Insurance, retail (Black
Friday)
10
@eddievidal
Perception - Do You Have a Plan?
 Process to keep customer in the loop
 Management support
 Is communication aligned with;
Service Level Agreements – SLA
Emergency Severity Index
Underpinning Contracts - UC
Operating Level Agreements - OLA
11
@eddievidal
Modes and Methods
 Newsletter
 Email
 Social Media
 Web Site
 Intranet/SharePoint
 Phone Calls
 Face to Face
 Brown Bag Lunch and Learn
 VoIP phones
 30 second video clip
12
Who sends the message?
13
@eddievidal
Implementing Plan
 SPOM – IT Marketing Department
 Who communicates your message?
Liaison, Director
 Who is the right person, what skills are
required?
Strong customer service
Internal person familiar with organization
Held several roles within the company
IT leader within
14
Implementing Plan
 List of Approvers
 List of Authors
 Forms
 Less people involved
the better
15
@eddievidal
When to Send the Message
 Reactive or Proactive?
 How often is message sent?
 Post mortem message
Not too technical
What happened
How to prevent in future
 Internal/External Customer
16
Types of Announcements
 Maintenance
 Scheduled
Upgrades/Expected
Downtime
 Unexpected
Downtime
 Delivery of a new
service
 Training
 Urgent/Non-Urgent
 Internal/External
17
Communication PrioritizationUrgency
Impact
High Medium Low
High 1 2 3
Medium 2 3 4
Low 3 4 5
Priority Description
1 Critical
2 High
3 Medium
4 Low
5 Planned
Code
Red
Code
Blue
Code
Yellow
Code
Green
Code
Gray
18
@eddievidal
Incident Management
 Reactive
 Impact MTTR
 Choose template color code
 Sender - SPOM, Liaison – Who?
 Vehicle – How?
 Reason – Why?
 When is the message sent?
 How often?
 Who approves?
Code
Red
Code
Blue
Code
Yellow
Code
Green
Code
Gray
19
Examples
Courtesy of Cay Robertson, TECO Energy
20
@eddievidal
Examples
 Learned system was down due to Twitter
 Rollout and Upgrade
Went great, VP was happy but didn’t know
because it wasn’t communicated
 Call Menu Tree
21
@eddievidal
Examples
22
@eddievidal
Examples
23
@eddievidal
Communication plan
 Flyers
 Email
 Lunch and Learn
 Intranet
 Team meetings
 Tip Sheets
 FAQ’s
 E-Learning
 Videos
24
@eddievidal
Good, Bad and Ugly
 Reactive Communication
 Sweep under carpet
 System down, no communication
 Communicate because customer called
in?
 Repair relationships?
25
@eddievidal
Message
To All Central Server Users,
Due to scheduled server maintenance,
Central Server Services will be unavailable
from 6:00PM Friday September 16th, through
8:00AM Saturday September 17th. If you have
any questions, please call the IT Support
Center at (305) 222-1234 option #3.
26
@eddievidal
Message
Subject: Advisory
All efforts to restore service levels to normal have been
unsuccessful. The vendor is requesting that the PBX is
rebooted at 1:00 p.m. to prevent further widespread
outages. It will take 3-5 minutes maximum for service to be
restored after reboot. Please remind all Call Centers Agents to
log back in. This does not pertain to Voice Over IP (VoIP)
services. Ancillary services tied to the PBX may take longer to
be fully restored.
If you have any questions, please contact the IT Support
Center at 305 284-6565, or email us at
itsupportcenter@dontcallus.com
27
@eddievidal
Templates
 What should they say?
Purpose of message
What system/application is being
impacted
How does it impact the customer
When will the system be unavailable
Questions, who to call?
28
@eddievidal
Form
29
Who uses Social Media
for IT Support and
Communication?
What social media
channel do you use for IT
Support?
@eddievidal
Social Media
 Facebook Fan Pages
Downtime messages
Maintenance
 Twitter
 YouTube
Virtual tour of Service Desk
Who is IT
Spotlight on Employee
Service Interruptions 30 second clip
32
@eddievidal
Social Media
 Allows dialog
 Allows the receiver to provide feedback
 Poll question after message
33
@eddievidal
Social Media
34
@eddievidal
Consistency
 Consistency in your communication
 Sing the same song
 Email signature
 Support Center sign off, upsell
35
@eddievidal
Summary
 Don’t forget to promote your value to the business
 All communication should not be due to outages
 Think like a Marketing department
 Promote success stories, new services, employees
 Use surveys to reach out to your customer via Social
Media, generate dialog
 Use video clips of customers praising you
 Consider publishing FAQ videos
 Use available tools to post solutions to customers
questions
 Eliminate the “never told us”
36
@eddievidal
Summary
 Did you develop your plan internally,
within IT?
 Did you reach out to your customer to
understand their expectations?
 If not, what do you think you should do?
37
Eddie Vidal
 HDI Hall of Fame – Class of 2016
 HDI & Fusion Track Chair &
Speaker
 HDI Strategic Advisory Board
 Founder of South Florida HDI
Local Chapter
 Published in Support World
Magazine & HDI Connect
 itSMF Monthly Podcast Producer
 2014 itSMF President’s Award
Managing Director – EJV Corp
eddie_vidal@yahoo.com
@eddievidal
http://www.linkedin.com/in/eddievidal

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Communications Management Promoting the Value of your Service

  • 1. Communications Management: Promoting the Value of your Service Eddie Vidal March 23, 2017
  • 5. @eddievidal Communication  Communication is the activity of conveying meaningful information  The communication process is complete once the receiver has understood the sender. 5
  • 6. @eddievidal Objectives  Importance of communication  Change perception  Promote your value  Align with department/company goals  Create a plan/policy  Leverage Social Media  Ideas to get you started 6
  • 7. Does your organization have a formalized communication plan?
  • 8. @eddievidal Importance  Who has a plan in place?  If no plan, is it consistent?  Are you aligned with your IT organization? Business?  Why have a plan? 8
  • 9. @eddievidal Importance  Why have a plan? Break down silos Create a shared vision Send one consistent message Proactive – Effective – Timely  Promote your value Clearly Articulated - IT services must be aligned to the needs of the business 9
  • 10. Importance Value  Aren’t we selling something? Services  Does the customer know how to obtain your services? Alignment  Is the business included in your planning?  Do they sit at the table?  Are there black out periods?  i.e. Higher Education, Insurance, retail (Black Friday) 10
  • 11. @eddievidal Perception - Do You Have a Plan?  Process to keep customer in the loop  Management support  Is communication aligned with; Service Level Agreements – SLA Emergency Severity Index Underpinning Contracts - UC Operating Level Agreements - OLA 11
  • 12. @eddievidal Modes and Methods  Newsletter  Email  Social Media  Web Site  Intranet/SharePoint  Phone Calls  Face to Face  Brown Bag Lunch and Learn  VoIP phones  30 second video clip 12
  • 13. Who sends the message? 13
  • 14. @eddievidal Implementing Plan  SPOM – IT Marketing Department  Who communicates your message? Liaison, Director  Who is the right person, what skills are required? Strong customer service Internal person familiar with organization Held several roles within the company IT leader within 14
  • 15. Implementing Plan  List of Approvers  List of Authors  Forms  Less people involved the better 15
  • 16. @eddievidal When to Send the Message  Reactive or Proactive?  How often is message sent?  Post mortem message Not too technical What happened How to prevent in future  Internal/External Customer 16
  • 17. Types of Announcements  Maintenance  Scheduled Upgrades/Expected Downtime  Unexpected Downtime  Delivery of a new service  Training  Urgent/Non-Urgent  Internal/External 17
  • 18. Communication PrioritizationUrgency Impact High Medium Low High 1 2 3 Medium 2 3 4 Low 3 4 5 Priority Description 1 Critical 2 High 3 Medium 4 Low 5 Planned Code Red Code Blue Code Yellow Code Green Code Gray 18
  • 19. @eddievidal Incident Management  Reactive  Impact MTTR  Choose template color code  Sender - SPOM, Liaison – Who?  Vehicle – How?  Reason – Why?  When is the message sent?  How often?  Who approves? Code Red Code Blue Code Yellow Code Green Code Gray 19
  • 20. Examples Courtesy of Cay Robertson, TECO Energy 20
  • 21. @eddievidal Examples  Learned system was down due to Twitter  Rollout and Upgrade Went great, VP was happy but didn’t know because it wasn’t communicated  Call Menu Tree 21
  • 24. @eddievidal Communication plan  Flyers  Email  Lunch and Learn  Intranet  Team meetings  Tip Sheets  FAQ’s  E-Learning  Videos 24
  • 25. @eddievidal Good, Bad and Ugly  Reactive Communication  Sweep under carpet  System down, no communication  Communicate because customer called in?  Repair relationships? 25
  • 26. @eddievidal Message To All Central Server Users, Due to scheduled server maintenance, Central Server Services will be unavailable from 6:00PM Friday September 16th, through 8:00AM Saturday September 17th. If you have any questions, please call the IT Support Center at (305) 222-1234 option #3. 26
  • 27. @eddievidal Message Subject: Advisory All efforts to restore service levels to normal have been unsuccessful. The vendor is requesting that the PBX is rebooted at 1:00 p.m. to prevent further widespread outages. It will take 3-5 minutes maximum for service to be restored after reboot. Please remind all Call Centers Agents to log back in. This does not pertain to Voice Over IP (VoIP) services. Ancillary services tied to the PBX may take longer to be fully restored. If you have any questions, please contact the IT Support Center at 305 284-6565, or email us at itsupportcenter@dontcallus.com 27
  • 28. @eddievidal Templates  What should they say? Purpose of message What system/application is being impacted How does it impact the customer When will the system be unavailable Questions, who to call? 28
  • 30. Who uses Social Media for IT Support and Communication?
  • 31. What social media channel do you use for IT Support?
  • 32. @eddievidal Social Media  Facebook Fan Pages Downtime messages Maintenance  Twitter  YouTube Virtual tour of Service Desk Who is IT Spotlight on Employee Service Interruptions 30 second clip 32
  • 33. @eddievidal Social Media  Allows dialog  Allows the receiver to provide feedback  Poll question after message 33
  • 35. @eddievidal Consistency  Consistency in your communication  Sing the same song  Email signature  Support Center sign off, upsell 35
  • 36. @eddievidal Summary  Don’t forget to promote your value to the business  All communication should not be due to outages  Think like a Marketing department  Promote success stories, new services, employees  Use surveys to reach out to your customer via Social Media, generate dialog  Use video clips of customers praising you  Consider publishing FAQ videos  Use available tools to post solutions to customers questions  Eliminate the “never told us” 36
  • 37. @eddievidal Summary  Did you develop your plan internally, within IT?  Did you reach out to your customer to understand their expectations?  If not, what do you think you should do? 37
  • 38. Eddie Vidal  HDI Hall of Fame – Class of 2016  HDI & Fusion Track Chair & Speaker  HDI Strategic Advisory Board  Founder of South Florida HDI Local Chapter  Published in Support World Magazine & HDI Connect  itSMF Monthly Podcast Producer  2014 itSMF President’s Award Managing Director – EJV Corp eddie_vidal@yahoo.com @eddievidal http://www.linkedin.com/in/eddievidal