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In-House Service
   Excellence
    Training




Introduction ~ Overview ~ First Steps
               McKinley Solutions © 2008
Stop Wasting Money
    on Training

         Training is often the default
            solution to multitude of
              performance issues

        Most training focuses on skills
          and knowledge but 80% of
         workplace performance is not
              related to skills and
                  performance
             McKinley Solutions © 2008
Stop Wasting
                                    Money on
                                    Training


Most workplace performance issues are
      related to the environment

 That being said, we continue to try to
            “fix” the people
                McKinley Solutions © 2008
Stop Wasting Money on
        Training


       What about “transfer”?

    Research indicates most of the
  investment in traditional training and
     development is wasted - most
 knowledge and skills gained in training
(as much as 80%) is not fully applied on
                 the job
                McKinley Solutions © 2008
In-House Service
Excellence Training

                                        If “Training Ain’t
                                           Performance”,
                                           where do we
                                               begin?




            McKinley Solutions © 2008
How to develop
effective in-house
service excellence
      training
   Identify       Assess      Identify reasons             Select and     Implement
service needs     Service     for performance                develop       Monitor
                performance   gap and options             interventions    Maintain
     and
                    gap       for interventions
 expectations




                              McKinley Solutions © 2008
Step 1




                      Identify service needs
                         and expectations


         McKinley Solutions © 2008
Identifying Expectations
Identify service needs and expectations

Need is usually identified:
• Reactively – someone comes to you
• Proactively – you identify it yourself

What has been your experience?

                 McKinley Solutions © 2008
Needs
  Identify service needs and expectations

1. Becoming aware of the need is only the
   beginning
2. Have to probe and investigate to better
   understand the service need
3. Sometimes it is easy – other times you
   have to work at it

                  McKinley Solutions © 2008
Expectations
                                          Identify service needs and
                                                 expectations

Once you have identified
   and understand the
   service excellence
  needs, you can focus
  on the expectations
 (expected performance
       outcomes)

                    McKinley Solutions © 2008
Questions work best



Identify service needs and expectations

Ask probing questions about all aspects of
      service excellence performance
               expectations


                 McKinley Solutions © 2008
Behaviours & Standards

 Identify service needs and expectations

1. Service expectations are often
   expressed as behaviours
2. Others may be expressed as
   accomplishments or standards
3. Think SMART when defining service
   expectations
                 McKinley Solutions © 2008
Being SMART about it
Identify service needs and expectations

               SMART
              Specific
             Measurable
             Achievable
              Realistic
               Timely
                McKinley Solutions © 2008
References & Recommendations
In-House Service Excellence Training programs may
be based any one or a combination of performance
success models. Many of the concepts and
principles in this program are adapted from a model
developed by H. Stolovitch. We recommend reading
Training Ain’t Performance by Stolovitch and
Keeps for more information about the model.


                      McKinley Solutions © 2008
Assess Service Performance Gap




                  In-House
                   Service
                 Excellence
                  Training
            McKinley Solutions © 2008
How to develop
effective in-house
service excellence
      training


Identify service     Assess      Identify reasons             Select and     Implement
  needs and          Service     for performance                develop       Monitor
 expectations      performance   gap and options             interventions    Maintain
                       gap       for interventions




                                 McKinley Solutions © 2008
Step 2

 Assess service
performance gap




    McKinley Solutions © 2008
What is the Current
        Performance?

• Memberships figures
• Business unit (dining room, coffee shop,
  field bar) sales figures
• Records of complaints
• Membership satisfaction surveys



                  McKinley Solutions © 2008
What is the Current
         Performance?

Supplementary quantitative information based
      on direct observation, surveys and
 questionnaires, interviews, focus groups, etc.




                   McKinley Solutions © 2008
What is the Current
        Performance?

The type of information collected on current
       performance is determined by
   expectations of service excellence for
           comparative purposes




                  McKinley Solutions © 2008
What is the Current
       Performance?


Your objective is to compare the expected
 (desired) behaviors and accomplishments
         with current performance.




                McKinley Solutions © 2008
What is the Performance Gap?




                      In other words
                 “What is the difference
                    between the service
                 standards the club would
                  like to offer and what is
                 currently being offered?”
           McKinley Solutions © 2008
Three
 dimensions
     of a
Performance
                   1. Magnitude
                   2. Value
     Gap
                   3. Urgency
              McKinley Solutions © 2008
Performance Gap
              Magnitude


How big and all encompassing the gap is

Is it prevalent throughout the organization
                or simply local?

                  McKinley Solutions © 2008
Performance Gap
      Value




                 How much the gap
                   represents to the
                organization in terms of
                  revenues, profits or
                     cost savings.
            McKinley Solutions © 2008
Performance Gap
     Urgency

 How quickly it must be resolved.

What are the consequences to the
  organization if not immediately
             handled?


              McKinley Solutions © 2008
References & Recommendations
In-House Service Excellence Training programs may
be based any one or a combination of performance
success models. Many of the concepts and
principles in this program are adapted from a model
developed by H. Stolovitch. We recommend reading
Training Ain’t Performance by Stolovitch and
Keeps for more information about the model.


                      McKinley Solutions © 2008
In-House Service
  Excellence Training




Identify Reasons for Performance Gap
                    &
        Options for Interventions
How to develop
effective in-house
service excellence
 training - Step 3


 Identify service     Assess         Identify      Select and     Implement
   needs and          Service      reasons for       develop       Monitor
  expectations      performance   performance     interventions    Maintain
                        gap          gap and
                                   options for
                                  interventions
Step 3




Identify Reasons for Performance Gap
                  and
        Options for Interventions
Identifying Performance Gap
           Factors




               Environmental
              Skill/ Knowledge
             Emotional/ political
Identifying Performance Gap
    Factors - Environmental



      Most prevalent with most impact

External-changing market conditions, more
   attractive job opportunities elsewhere

Internal – organizational changes, pressures,
         lack of clear expectations, etc
Identifying Performance Gap
  Factors- Skill/ Knowledge




Related to lack of competencies to
           perform the job
Identifying Performance Gap
 Factors- Emotional / political




 Has to do with factors affecting
            motivation

May stem from an overall negative
      workplace atmosphere
Motivating and Retaining Top
    Talent through Employee
           Engagement
• Workers join companies for rational
  motives (better compensation, benefits,
  and career opportunities),

• They stay and work hard for emotional
  ones.
Motivating and Retaining Top
 Talent through Employee
        Engagement
Improving employee engagement is
   important because engaged
          employees have:
        51% lower turnover
      27% less absenteeism
      18% more productivity
      12% higher profitability
Organizational factors that can
  improve employee engagement:

• Leadership: good leadership leads to a
  happy team
• My Company: how much people value their
  company, and are proud to work there.
• Personal growth: whether employees feel
  challenged by their job
• My Manager: the employee-manager
  relationship
Organizational factors that can
  improve employee engagement:

• Giving something back: community
  service and volunteering opportunities
• Fair deal: how well employees are treated
  in terms of pay and benefits compared to
  similar organizations
• Wellbeing: balance between work and
  home life.
Identifying Performance Gap
            Factors




 Determining the factors and issues that
 must be dealt with to eliminate the gap
between desired and actual is one of your
        most important tasks.
Identifying Performance Gap
            Factors




  Probably the contribution you can make
that will have the most impact is to identify
  the key factors affecting a gap between
     desired and current performance.
Identifying Performance Gap Factors

  Identify Potential Interventions

          Three key points
Identify Potential Interventions
           Key Points


First, the better you identify performance
 gap factors, the easier it is to identify the
           relevant interventions.
Identify Potential Interventions
            Key Points

Second, there is a limitless array of possible
                interventions
 * Make yourself aware of your options and
   do not simply select traditional methods
     with which you are already familiar
Identify Potential Interventions
            Key Points

Third - You identify interventions. You don't
   necessarily have to follow through with
     actually developing these yourself.
References & Recommendations
Many of the concepts and principles in this program
are adapted from a performance success model
developed by H. Stolovitch. We recommend reading
Training Ain’t Performance by Stolovitch and
Keeps for more information about the model.
Employee engagement information is based on an
Insala Report Motivating and Retaining Top Talent
through Employee Engagement
In-House Service Excellence
          Training




Select and Develop Interventions
How to develop
effective in-house
service excellence
 training - Step 4


Identify service     Assess         Identify      Select and     Implement
  needs and          Service      reasons for       develop       Monitor
 expectations      performance   performance     interventions    Maintain
                       gap          gap and
                                  options for
                                 interventions
Select & Develop
    Performance Interventions




In this step, you lay out all
         the potential
  interventions, apply four
            criteria
 and make your selection.
Select & Develop
 Performance Interventions




 Make choices carefully but make choices

Try to resolve workplace practices that inhibit
 performance and that do not require training
Select & Develop
Performance Interventions

    Interventions are selected
       based on four criteria

        Appropriateness
          Economics
         Feasibility &
         Acceptability
Appropriateness




     This criterion is the most important.
Decide with respect to closing the gap between
              quot;isquot; and quot;should be”.
The more appropriate, the more likely it will be
                     retained.
Economics



The intervention may be a great one, but can
          the organization afford it?

Budgets and all available financial resources
     must be taken into consideration.
Feasibility

Given your timelines, resources and constraints,
                  can you do it?

  Time constraints, your capabilities or lack of
     resources may simply not support the
                  intervention.
Acceptability




   Two dimensions must be considered – the
   organization and the “performer” (employee)

   It must be coherent with current practices

The value must be demonstrated to the employee
Select & Develop
 Performance Interventions

Once performance gaps have been identified
  and intervention options selected, each
        intervention require its own
      design and development team.
Select & Develop
   Performance Interventions


Developing the performance
 interventions requires three
         major steps:
    design, creation and
         verification
References & Recommendations
In-House Service Excellence Training programs may
be based any one or a combination of performance
success models. Many of the concepts and
principles in this program are adapted from a model
developed by H. Stolovitch. We recommend reading
Training Ain’t Performance by Stolovitch and
Keeps for more information about the model.
In-House Service
Excellence Training
  Implement ~Monitor ~Maintain
How to develop
effective in-house
service excellence
 training - Step 5


Identify service     Assess      Identify reasons     Select and     Implement
  needs and          Service     for performance        develop       Monitor
 expectations      performance   gap and options     interventions    Maintain
                       gap       for interventions
Implement ~ Monitor ~ Maintain




             “If you fail to plan, you
                    plan to fail“

             Implementation can be
              broken down into three
              main phases: planning,
              execution and support.
Planning


      Begins early in the process

On effective approach is to create a time
           and action calendar
Execution




        Pay attention to details

            Create checklists
Support




Support for both the implementation and
 targeted employees (performers).

 Success rate is improved with project
      champions and supporters
Monitor & Maintain

 Performance must be monitored
 because of the changing workplace
            environment

Valid metrics are required to monitor
  performance and business results
How to develop effective in-house service
      excellence training - Summary




   Identify       Assess         Identify       Select and    Implement
service needs     Service      reasons for       develop       Monitor
     and        performance   performance     interventions    Maintain
expectations        gap          gap and
                               options for
                              interventions
References & Recommendations
In-House Service Excellence Training programs may
be based any one or a combination of performance
success models. Many of the concepts and
principles in this program are adapted from a model
developed by H. Stolovitch. We recommend reading
Training Ain’t Performance by Stolovitch and
Keeps for more information about the model.
Mark R. Thompson
                     w: www.clubjobs.ca
                    e: mark@clubjobs.ca
                    t: 866-604-6823 X222




   www.slideshare.net/clubjobs
    www.twitter.com/clubjobs
  www.delicious.com/clubjobs.ca
 www.flickr.com/photos/clubjobs.ca
www.linkedin.com/in/markrthompson

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In House Service Excel Training Ss 08 10 15

  • 1. In-House Service Excellence Training Introduction ~ Overview ~ First Steps McKinley Solutions © 2008
  • 2. Stop Wasting Money on Training Training is often the default solution to multitude of performance issues Most training focuses on skills and knowledge but 80% of workplace performance is not related to skills and performance McKinley Solutions © 2008
  • 3. Stop Wasting Money on Training Most workplace performance issues are related to the environment That being said, we continue to try to “fix” the people McKinley Solutions © 2008
  • 4. Stop Wasting Money on Training What about “transfer”? Research indicates most of the investment in traditional training and development is wasted - most knowledge and skills gained in training (as much as 80%) is not fully applied on the job McKinley Solutions © 2008
  • 5. In-House Service Excellence Training If “Training Ain’t Performance”, where do we begin? McKinley Solutions © 2008
  • 6. How to develop effective in-house service excellence training Identify Assess Identify reasons Select and Implement service needs Service for performance develop Monitor performance gap and options interventions Maintain and gap for interventions expectations McKinley Solutions © 2008
  • 7. Step 1 Identify service needs and expectations McKinley Solutions © 2008
  • 8. Identifying Expectations Identify service needs and expectations Need is usually identified: • Reactively – someone comes to you • Proactively – you identify it yourself What has been your experience? McKinley Solutions © 2008
  • 9. Needs Identify service needs and expectations 1. Becoming aware of the need is only the beginning 2. Have to probe and investigate to better understand the service need 3. Sometimes it is easy – other times you have to work at it McKinley Solutions © 2008
  • 10. Expectations Identify service needs and expectations Once you have identified and understand the service excellence needs, you can focus on the expectations (expected performance outcomes) McKinley Solutions © 2008
  • 11. Questions work best Identify service needs and expectations Ask probing questions about all aspects of service excellence performance expectations McKinley Solutions © 2008
  • 12. Behaviours & Standards Identify service needs and expectations 1. Service expectations are often expressed as behaviours 2. Others may be expressed as accomplishments or standards 3. Think SMART when defining service expectations McKinley Solutions © 2008
  • 13. Being SMART about it Identify service needs and expectations SMART Specific Measurable Achievable Realistic Timely McKinley Solutions © 2008
  • 14. References & Recommendations In-House Service Excellence Training programs may be based any one or a combination of performance success models. Many of the concepts and principles in this program are adapted from a model developed by H. Stolovitch. We recommend reading Training Ain’t Performance by Stolovitch and Keeps for more information about the model. McKinley Solutions © 2008
  • 15. Assess Service Performance Gap In-House Service Excellence Training McKinley Solutions © 2008
  • 16. How to develop effective in-house service excellence training Identify service Assess Identify reasons Select and Implement needs and Service for performance develop Monitor expectations performance gap and options interventions Maintain gap for interventions McKinley Solutions © 2008
  • 17. Step 2 Assess service performance gap McKinley Solutions © 2008
  • 18. What is the Current Performance? • Memberships figures • Business unit (dining room, coffee shop, field bar) sales figures • Records of complaints • Membership satisfaction surveys McKinley Solutions © 2008
  • 19. What is the Current Performance? Supplementary quantitative information based on direct observation, surveys and questionnaires, interviews, focus groups, etc. McKinley Solutions © 2008
  • 20. What is the Current Performance? The type of information collected on current performance is determined by expectations of service excellence for comparative purposes McKinley Solutions © 2008
  • 21. What is the Current Performance? Your objective is to compare the expected (desired) behaviors and accomplishments with current performance. McKinley Solutions © 2008
  • 22. What is the Performance Gap? In other words “What is the difference between the service standards the club would like to offer and what is currently being offered?” McKinley Solutions © 2008
  • 23. Three dimensions of a Performance 1. Magnitude 2. Value Gap 3. Urgency McKinley Solutions © 2008
  • 24. Performance Gap Magnitude How big and all encompassing the gap is Is it prevalent throughout the organization or simply local? McKinley Solutions © 2008
  • 25. Performance Gap Value How much the gap represents to the organization in terms of revenues, profits or cost savings. McKinley Solutions © 2008
  • 26. Performance Gap Urgency How quickly it must be resolved. What are the consequences to the organization if not immediately handled? McKinley Solutions © 2008
  • 27. References & Recommendations In-House Service Excellence Training programs may be based any one or a combination of performance success models. Many of the concepts and principles in this program are adapted from a model developed by H. Stolovitch. We recommend reading Training Ain’t Performance by Stolovitch and Keeps for more information about the model. McKinley Solutions © 2008
  • 28. In-House Service Excellence Training Identify Reasons for Performance Gap & Options for Interventions
  • 29. How to develop effective in-house service excellence training - Step 3 Identify service Assess Identify Select and Implement needs and Service reasons for develop Monitor expectations performance performance interventions Maintain gap gap and options for interventions
  • 30. Step 3 Identify Reasons for Performance Gap and Options for Interventions
  • 31. Identifying Performance Gap Factors Environmental Skill/ Knowledge Emotional/ political
  • 32. Identifying Performance Gap Factors - Environmental Most prevalent with most impact External-changing market conditions, more attractive job opportunities elsewhere Internal – organizational changes, pressures, lack of clear expectations, etc
  • 33. Identifying Performance Gap Factors- Skill/ Knowledge Related to lack of competencies to perform the job
  • 34. Identifying Performance Gap Factors- Emotional / political Has to do with factors affecting motivation May stem from an overall negative workplace atmosphere
  • 35. Motivating and Retaining Top Talent through Employee Engagement • Workers join companies for rational motives (better compensation, benefits, and career opportunities), • They stay and work hard for emotional ones.
  • 36. Motivating and Retaining Top Talent through Employee Engagement Improving employee engagement is important because engaged employees have: 51% lower turnover 27% less absenteeism 18% more productivity 12% higher profitability
  • 37. Organizational factors that can improve employee engagement: • Leadership: good leadership leads to a happy team • My Company: how much people value their company, and are proud to work there. • Personal growth: whether employees feel challenged by their job • My Manager: the employee-manager relationship
  • 38. Organizational factors that can improve employee engagement: • Giving something back: community service and volunteering opportunities • Fair deal: how well employees are treated in terms of pay and benefits compared to similar organizations • Wellbeing: balance between work and home life.
  • 39. Identifying Performance Gap Factors Determining the factors and issues that must be dealt with to eliminate the gap between desired and actual is one of your most important tasks.
  • 40. Identifying Performance Gap Factors Probably the contribution you can make that will have the most impact is to identify the key factors affecting a gap between desired and current performance.
  • 41. Identifying Performance Gap Factors Identify Potential Interventions Three key points
  • 42. Identify Potential Interventions Key Points First, the better you identify performance gap factors, the easier it is to identify the relevant interventions.
  • 43. Identify Potential Interventions Key Points Second, there is a limitless array of possible interventions * Make yourself aware of your options and do not simply select traditional methods with which you are already familiar
  • 44. Identify Potential Interventions Key Points Third - You identify interventions. You don't necessarily have to follow through with actually developing these yourself.
  • 45. References & Recommendations Many of the concepts and principles in this program are adapted from a performance success model developed by H. Stolovitch. We recommend reading Training Ain’t Performance by Stolovitch and Keeps for more information about the model. Employee engagement information is based on an Insala Report Motivating and Retaining Top Talent through Employee Engagement
  • 46. In-House Service Excellence Training Select and Develop Interventions
  • 47. How to develop effective in-house service excellence training - Step 4 Identify service Assess Identify Select and Implement needs and Service reasons for develop Monitor expectations performance performance interventions Maintain gap gap and options for interventions
  • 48. Select & Develop Performance Interventions In this step, you lay out all the potential interventions, apply four criteria and make your selection.
  • 49. Select & Develop Performance Interventions Make choices carefully but make choices Try to resolve workplace practices that inhibit performance and that do not require training
  • 50. Select & Develop Performance Interventions Interventions are selected based on four criteria Appropriateness Economics Feasibility & Acceptability
  • 51. Appropriateness This criterion is the most important. Decide with respect to closing the gap between quot;isquot; and quot;should be”. The more appropriate, the more likely it will be retained.
  • 52. Economics The intervention may be a great one, but can the organization afford it? Budgets and all available financial resources must be taken into consideration.
  • 53. Feasibility Given your timelines, resources and constraints, can you do it? Time constraints, your capabilities or lack of resources may simply not support the intervention.
  • 54. Acceptability Two dimensions must be considered – the organization and the “performer” (employee) It must be coherent with current practices The value must be demonstrated to the employee
  • 55. Select & Develop Performance Interventions Once performance gaps have been identified and intervention options selected, each intervention require its own design and development team.
  • 56. Select & Develop Performance Interventions Developing the performance interventions requires three major steps: design, creation and verification
  • 57. References & Recommendations In-House Service Excellence Training programs may be based any one or a combination of performance success models. Many of the concepts and principles in this program are adapted from a model developed by H. Stolovitch. We recommend reading Training Ain’t Performance by Stolovitch and Keeps for more information about the model.
  • 58. In-House Service Excellence Training Implement ~Monitor ~Maintain
  • 59. How to develop effective in-house service excellence training - Step 5 Identify service Assess Identify reasons Select and Implement needs and Service for performance develop Monitor expectations performance gap and options interventions Maintain gap for interventions
  • 60. Implement ~ Monitor ~ Maintain “If you fail to plan, you plan to fail“ Implementation can be broken down into three main phases: planning, execution and support.
  • 61. Planning Begins early in the process On effective approach is to create a time and action calendar
  • 62. Execution Pay attention to details Create checklists
  • 63. Support Support for both the implementation and targeted employees (performers). Success rate is improved with project champions and supporters
  • 64. Monitor & Maintain Performance must be monitored because of the changing workplace environment Valid metrics are required to monitor performance and business results
  • 65. How to develop effective in-house service excellence training - Summary Identify Assess Identify Select and Implement service needs Service reasons for develop Monitor and performance performance interventions Maintain expectations gap gap and options for interventions
  • 66. References & Recommendations In-House Service Excellence Training programs may be based any one or a combination of performance success models. Many of the concepts and principles in this program are adapted from a model developed by H. Stolovitch. We recommend reading Training Ain’t Performance by Stolovitch and Keeps for more information about the model.
  • 67. Mark R. Thompson w: www.clubjobs.ca e: mark@clubjobs.ca t: 866-604-6823 X222 www.slideshare.net/clubjobs www.twitter.com/clubjobs www.delicious.com/clubjobs.ca www.flickr.com/photos/clubjobs.ca www.linkedin.com/in/markrthompson