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Oh God, Not Another Survey -
Building ExtraordinaryTeams and
Improving Process
Brian Pichman | Director of Strategic Innovation – Evolve Project
Agenda
 BuildingTeams
 Building Environments
 Measuring Success / Failure
 Improvement Plans (Quality Assurance)
People:YOU
Be A RiskTaker
Be A Rule Breaker
 (Within reason)
Have Passion
Have Drive
People: Staff andTeam
 Have motivated and positive team members
 Staff members who want to do more than just “check in and out books”
 Skill Assessment
 Staff members all have unique skills / hobbies
 Create badges / shirts that help identify the staff members with those specific skills
What's an EffectiveTeam
 Share of Leadership Roles
 ShareAccountability
 Reliability
 Adaptability
Managing a team is a lot like…
HappyTeams are: PaidWell
HappyTeams are: Mentored
HappyTeams are: Challenged
HappyTeams are: Promoted
HappyTeams are: Involved
HappyTeams are: Appreciated andValued
HappyTeams are: On A Mission
HappyTeams are: Empowered
HappyTeams are:Trusted
Road to Success
 Quick 15 Minute Meetings Each Day
 Have One-On-One Meetings
 Fun and Social Activities
 Drive Innovation
 Leaders should have two main concerns: people and production
 High concern for people motivates the team and they become more productive
 High concern for production creates sense of achievement and satisfaction
WhatYou Can Do:
Communicate
If you have a problem with someone in your group, talk to them about
it. Letting bad feelings brew will only make you sour and want to
isolate yourself from the group.
Don't Blame Others
You're not fooling anyone, people know who isn't pulling his/her
weight in a group. Pointing the finger will only make you look
cowardly.
Support Group nobody likes a know-it-all…..support your team member’s ideas
No Bragging Superstar’s are just as bad…be a mentor not a braggart
Listen Actively Look at the person who's speaking to you, nod, ask probing questions
and acknowledge what's said by paraphrasing points that have been
made
Get Involved Take the time to help your fellow teammates - if you've helped them
in past, they'll be more than happy to lend a helping hand.
Shifting Mindsets – EmpowerYou/Team
 Exposure
 You have more control over books than Barnes and Nobles plus Borders combined.
 Explain the amount of patrons your library sees weekly
 Delivered Content
 Companies spend a lot of money (from paying an employee) to deliver their content (product or
service) to their prospective buyers.
 Libraries can deliver content, as it is their job to their community.
 Libraries support the delivered content.
Harris Interactive (2007 Survey)
PURCHASING BOOKS, CDS AND DVDS
 Whether young or old, people make purchases from a retailer after they’ve
checked out it of the local library.
 40% adults and 36% youth have purchased a book (hard cover or soft cover) after checking it
out from the local library.
 20% adults and 22% youth have purchased CDs after checking them out
 22% of adults and 25% of youth have purchased DVDs after checking them out.
Environments
 Building an enjoyable environment is important to the success of
 Employees
 Process
 Product
Why DoYou ComeToWork?
Usually one of two things:
It’s a job/you need money
You like the job/people
The OldWay:
The NewWay:
Outcomes
Employees come into work EARLY and stay LATE
Employees build products that drive OUR success
Employees act as a family
They look out for each other
Cover each other’s shift
Host “parties” and “get together’s” at work.
Customer Satisfaction rating is through the roof.
Survey’s
 Traditional Survey (Measures Customer Satisfaction)
 NPS Survey (Measures Customer Loyalty)
 Engage your respondents through effective surveys to drive the desired results to
your business.
 Make informed decisions
 Identifies weaknesses and highlights new opportunities
 Overall, the response rate to surveys is poor.There are ways to improve it.
 Find out if customers are talking about you / overall impression
NPS
 Goal:To determine if your users will recommend the service/you/library
 Usually includes a small amount of follow-up questions to help understand why they
would recommend / not recommend
 Identify Users
 You are able to identify the loyal customers and the “naysayers”.
 Without a plan to act on results, all surveys are useless.
NPS
NPS
 Promoters (score 9-10) are loyal enthusiasts who will keep referring
others, fueling growth.
 Passives (score 7-8) are satisfied but unenthusiastic customers who
are vulnerable to competitive offerings.
 Detractors (score 0-6) are unhappy customers who can damage
your brand and impede growth through negative word-of-mouth.
 To calculate your NPS, take the percentage of customers who are
Promoters and subtract the percentage who are Detractors.
NPS Calculations
Professionalism and
courteousnessQ1
Knowledge &
CompetenceQ2
Timeliness of
ResolutionQ4 ReferQ6
Quality of
ResolutionQ3
Overall
SatisfactionQ5
Average Sat scores(/10): 9.41 9.18 8.95 9.16 8.85 9.18
Overall average: 9.12
NPS Calculations:
Promoters Detractors Total
52 5 58
% of total 0.90 0.09
81.03
Promoters
Passives
Detractors
Top Brands from 2013 – NPS is a Comparable Metric
 Airlines = Southwest at 66%
 Auto Insurance = USAA at 76%
 Banking = USAA at 78%
 Brokerage & Investments =Vanguard at 56%
 Cable & Satellite TV =Verizon at 32%
 Cellular Phone Service =Tracfone at 39%
 Computer Hardware = 32%;Apple = 72%
 Credit Cards = 9%; American Express = 41%
 Department, Wholesale and Specialty Stores = Costco at 78%
 Grocery and Supermarkets =Trader Joe's at 63%
 Health Insurance = Kaiser at 35%
 Homeowners Insurance = USAA at 80%
 Hotel = Marriott at 62%
 Internet Service = Brighthouse Networks at 29%
 Laptop Computers =Apple at 76%
 Online Entertainment = Netflix at 50%
 Online Search and Information = 43%; Google = 53%
 Online Services =Amazon at 69%
 Smartphones = Apple at 70%
 Software and Apps =TurboTax at 54%
 TabletComputers = Apple at 65%
 TravelWebsites =TripAdvisor at 36%
Important Question
 Asking “WouldYou Recommend XYZ” is the key question.
 After getting the scores, there must be a process in place to drive
improvements and provide follow ups.
 The most successful companies using Net Promoter t0 build out a complete
operational model with NPS as its centerpiece.
SurveyTips: Ask the Right People
 Identify your target audience
 Tailor questions for accuracy
 Deliver surveys on the most effective communication channel (Social Media, Email,
Phone, etc)
SurveyTips – Short and Sweet
 Clear and Concise
 Get the must have information
 Surveys should last about 5 minutes
 Avoid Open Ended Questions
SurveyTips: Be Unique
 No one likes the mass generic emails. Customize the invite
 PersonalGreeting
 Branding
 Effective and Inviting Subject Line
SurveyTypes
 Web/Email
 Telephone
 Paper
 Let people know ahead of time a survey is coming.This will result in higher
response rates.
Obtaining Surveys
 OnThe Fly
 Call Backs / Forms
 Automated Dialing:
 https://www.precisionpolling.com/
 https://www.twilio.com/elements/automated-surveys-and-feedback
Our Findings
 Training
 Not all agents were trained properly
 Burn Outs
 Some agents worked too much and didn’t take time away from work. Ended up in
resulting in poor experiences
 Customer ServiceTraining
 Some agents needed help with positioning statements
Eliminate the deadweight
 Not All Ideas Are Good
 Run Reports on:
 Database Usage
 Specific Book Collections
 Outdated Programs
Dealing with Customers
 Tone changes when standing
 Avoid “Negative Words”
 Unfortunately, we don’t have that book.
 You can’t use the 3D Printer currently.
 I’m not the correct department
 Instead Say:
 I can place that book on hold for you as there is no copies available. Alternatively, may I recommend
XYZ.
 I would love to have you use the 3D printer, but first XYZ
 I can get you over to someone who can assist you.
 Don’t Apologize, but show Empathy.
Improving Service Levels
 What can we do to improve our service?
 Quality Assurance (QA Process)
 Person reaches out and asks about the experience.
 What could have been done differently to improve service?
 What would you like to see?
 Reportable and Measurable
 Share the wins
 Improve the losses
Fun Customer Service Facts
89% of consumers have stopped
doing business with a company
after experiencing poor customer
service
Source: RightNow Customer Experience Impact Report
Consumers are 2 times more likely to
share their bad customer service
experiences than they are to talk about
positive experiences.
(2012 GlobalCustomer Service Barometer)
A customer is 4 times more likely to
buy from a competitor if the problem is
service related vs. price or product
related.
(Bain & Co.)
It takes 12 positive customer
experiences to make up for one
negative experience.
(Parature)
55% of consumers would pay
more for a better customer
experience.
(Defaqto Research)
78% of consumers have bailed on a
transaction or not made an intended
purchase because of a poor service
experience
(American Express Survey)
It is 6-7 times more expensive to
acquire a new customer than it is to
keep a current one
(White House Office of Consumer Affairs)
65% of 1,000 consumers surveyed said
they’ve cut ties with a brand over a
single poor customer service
experience
(Parature)
41% of customers expect a response to
their email within six hours.Yet the
research data reveals that only 18% of
companies deliver within this timeframe
(Youstice)
Questions?
Brian Pichman
Twitter: @BPichman
Email: bpichman@evolveproject.org

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Oh God, Not Another Survey: Building Extraordinary Teams and Improving Processes

  • 1. Oh God, Not Another Survey - Building ExtraordinaryTeams and Improving Process Brian Pichman | Director of Strategic Innovation – Evolve Project
  • 2. Agenda  BuildingTeams  Building Environments  Measuring Success / Failure  Improvement Plans (Quality Assurance)
  • 3. People:YOU Be A RiskTaker Be A Rule Breaker  (Within reason) Have Passion Have Drive
  • 4. People: Staff andTeam  Have motivated and positive team members  Staff members who want to do more than just “check in and out books”  Skill Assessment  Staff members all have unique skills / hobbies  Create badges / shirts that help identify the staff members with those specific skills
  • 5. What's an EffectiveTeam  Share of Leadership Roles  ShareAccountability  Reliability  Adaptability
  • 6. Managing a team is a lot like…
  • 13. HappyTeams are: On A Mission
  • 16. Road to Success  Quick 15 Minute Meetings Each Day  Have One-On-One Meetings  Fun and Social Activities  Drive Innovation  Leaders should have two main concerns: people and production  High concern for people motivates the team and they become more productive  High concern for production creates sense of achievement and satisfaction
  • 17. WhatYou Can Do: Communicate If you have a problem with someone in your group, talk to them about it. Letting bad feelings brew will only make you sour and want to isolate yourself from the group. Don't Blame Others You're not fooling anyone, people know who isn't pulling his/her weight in a group. Pointing the finger will only make you look cowardly. Support Group nobody likes a know-it-all…..support your team member’s ideas No Bragging Superstar’s are just as bad…be a mentor not a braggart Listen Actively Look at the person who's speaking to you, nod, ask probing questions and acknowledge what's said by paraphrasing points that have been made Get Involved Take the time to help your fellow teammates - if you've helped them in past, they'll be more than happy to lend a helping hand.
  • 18. Shifting Mindsets – EmpowerYou/Team  Exposure  You have more control over books than Barnes and Nobles plus Borders combined.  Explain the amount of patrons your library sees weekly  Delivered Content  Companies spend a lot of money (from paying an employee) to deliver their content (product or service) to their prospective buyers.  Libraries can deliver content, as it is their job to their community.  Libraries support the delivered content.
  • 19. Harris Interactive (2007 Survey) PURCHASING BOOKS, CDS AND DVDS  Whether young or old, people make purchases from a retailer after they’ve checked out it of the local library.  40% adults and 36% youth have purchased a book (hard cover or soft cover) after checking it out from the local library.  20% adults and 22% youth have purchased CDs after checking them out  22% of adults and 25% of youth have purchased DVDs after checking them out.
  • 20. Environments  Building an enjoyable environment is important to the success of  Employees  Process  Product
  • 21. Why DoYou ComeToWork? Usually one of two things: It’s a job/you need money You like the job/people
  • 22.
  • 23.
  • 26.
  • 27. Outcomes Employees come into work EARLY and stay LATE Employees build products that drive OUR success Employees act as a family They look out for each other Cover each other’s shift Host “parties” and “get together’s” at work. Customer Satisfaction rating is through the roof.
  • 28. Survey’s  Traditional Survey (Measures Customer Satisfaction)  NPS Survey (Measures Customer Loyalty)  Engage your respondents through effective surveys to drive the desired results to your business.  Make informed decisions  Identifies weaknesses and highlights new opportunities  Overall, the response rate to surveys is poor.There are ways to improve it.  Find out if customers are talking about you / overall impression
  • 29. NPS  Goal:To determine if your users will recommend the service/you/library  Usually includes a small amount of follow-up questions to help understand why they would recommend / not recommend  Identify Users  You are able to identify the loyal customers and the “naysayers”.  Without a plan to act on results, all surveys are useless.
  • 30.
  • 31.
  • 32. NPS
  • 33. NPS  Promoters (score 9-10) are loyal enthusiasts who will keep referring others, fueling growth.  Passives (score 7-8) are satisfied but unenthusiastic customers who are vulnerable to competitive offerings.  Detractors (score 0-6) are unhappy customers who can damage your brand and impede growth through negative word-of-mouth.  To calculate your NPS, take the percentage of customers who are Promoters and subtract the percentage who are Detractors.
  • 34. NPS Calculations Professionalism and courteousnessQ1 Knowledge & CompetenceQ2 Timeliness of ResolutionQ4 ReferQ6 Quality of ResolutionQ3 Overall SatisfactionQ5 Average Sat scores(/10): 9.41 9.18 8.95 9.16 8.85 9.18 Overall average: 9.12 NPS Calculations: Promoters Detractors Total 52 5 58 % of total 0.90 0.09 81.03
  • 38. Top Brands from 2013 – NPS is a Comparable Metric  Airlines = Southwest at 66%  Auto Insurance = USAA at 76%  Banking = USAA at 78%  Brokerage & Investments =Vanguard at 56%  Cable & Satellite TV =Verizon at 32%  Cellular Phone Service =Tracfone at 39%  Computer Hardware = 32%;Apple = 72%  Credit Cards = 9%; American Express = 41%  Department, Wholesale and Specialty Stores = Costco at 78%  Grocery and Supermarkets =Trader Joe's at 63%  Health Insurance = Kaiser at 35%  Homeowners Insurance = USAA at 80%  Hotel = Marriott at 62%  Internet Service = Brighthouse Networks at 29%  Laptop Computers =Apple at 76%  Online Entertainment = Netflix at 50%  Online Search and Information = 43%; Google = 53%  Online Services =Amazon at 69%  Smartphones = Apple at 70%  Software and Apps =TurboTax at 54%  TabletComputers = Apple at 65%  TravelWebsites =TripAdvisor at 36%
  • 39. Important Question  Asking “WouldYou Recommend XYZ” is the key question.  After getting the scores, there must be a process in place to drive improvements and provide follow ups.  The most successful companies using Net Promoter t0 build out a complete operational model with NPS as its centerpiece.
  • 40. SurveyTips: Ask the Right People  Identify your target audience  Tailor questions for accuracy  Deliver surveys on the most effective communication channel (Social Media, Email, Phone, etc)
  • 41. SurveyTips – Short and Sweet  Clear and Concise  Get the must have information  Surveys should last about 5 minutes  Avoid Open Ended Questions
  • 42. SurveyTips: Be Unique  No one likes the mass generic emails. Customize the invite  PersonalGreeting  Branding  Effective and Inviting Subject Line
  • 43. SurveyTypes  Web/Email  Telephone  Paper  Let people know ahead of time a survey is coming.This will result in higher response rates.
  • 44. Obtaining Surveys  OnThe Fly  Call Backs / Forms  Automated Dialing:  https://www.precisionpolling.com/  https://www.twilio.com/elements/automated-surveys-and-feedback
  • 45. Our Findings  Training  Not all agents were trained properly  Burn Outs  Some agents worked too much and didn’t take time away from work. Ended up in resulting in poor experiences  Customer ServiceTraining  Some agents needed help with positioning statements
  • 46. Eliminate the deadweight  Not All Ideas Are Good  Run Reports on:  Database Usage  Specific Book Collections  Outdated Programs
  • 47. Dealing with Customers  Tone changes when standing  Avoid “Negative Words”  Unfortunately, we don’t have that book.  You can’t use the 3D Printer currently.  I’m not the correct department  Instead Say:  I can place that book on hold for you as there is no copies available. Alternatively, may I recommend XYZ.  I would love to have you use the 3D printer, but first XYZ  I can get you over to someone who can assist you.  Don’t Apologize, but show Empathy.
  • 48. Improving Service Levels  What can we do to improve our service?  Quality Assurance (QA Process)  Person reaches out and asks about the experience.  What could have been done differently to improve service?  What would you like to see?  Reportable and Measurable  Share the wins  Improve the losses
  • 50. 89% of consumers have stopped doing business with a company after experiencing poor customer service Source: RightNow Customer Experience Impact Report
  • 51. Consumers are 2 times more likely to share their bad customer service experiences than they are to talk about positive experiences. (2012 GlobalCustomer Service Barometer)
  • 52. A customer is 4 times more likely to buy from a competitor if the problem is service related vs. price or product related. (Bain & Co.)
  • 53. It takes 12 positive customer experiences to make up for one negative experience. (Parature)
  • 54. 55% of consumers would pay more for a better customer experience. (Defaqto Research)
  • 55. 78% of consumers have bailed on a transaction or not made an intended purchase because of a poor service experience (American Express Survey)
  • 56. It is 6-7 times more expensive to acquire a new customer than it is to keep a current one (White House Office of Consumer Affairs)
  • 57. 65% of 1,000 consumers surveyed said they’ve cut ties with a brand over a single poor customer service experience (Parature)
  • 58. 41% of customers expect a response to their email within six hours.Yet the research data reveals that only 18% of companies deliver within this timeframe (Youstice)