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SERVICE
                              Lead•er•ship:
                                   E IS NOW!
                           THE TIM
                                                                                                    by Peter J. McGarahan


 what were they think•ing? /                                         everyday lead•ers /
 I am sure that I am not the only one slightly discouraged by the    In my many leadership positions and interactions with support
 lack of leadership in America today. In my travels, I have had      professionals around the world, effective leadership comes
 many discussions with business executives, support managers,        down to one thing: people care when they know that you care!
 and customers on this very topic. In most cases, the sense          In recent Gallup polls regarding the state of the U.S. worker,
 of frustration centers around leadership without the vision,        it is shocking and disappointing to see how many people are
 purpose, care, and the moral fiber to do what’s right for the       truly disengaged in the workplace. In support organizations,
 customers they serve and the people they lead. This is evident      the biggest differentiator between organizations that excel at
 in the recent headlines where major companies and government        service delivery, customer service, and delivering business value
 entities have made decisions and taken courses of action that       and the ones that always struggle is leadership. Leaders who
 leave the rest of us saying, “What were they thinking?” I have      approach their responsibilities with energy, passion, and
 to assume that the executives and government officials making       intelligence will always make a difference in people’s lives.
 these decisions are certainly capable, so why are we left feeling   These leaders never forget:
 amazed, disengaged, and disappointed?

22     SupportWorld   I   July/August 2010
leadership                            Leadership

  • Where they came from,                                                4. “Get It Done”
  • What it took to get where they are, and                                 • Remove barriers for the frontline
  • The important lessons they learned along the way.                       • Deliver quantifiable results
                                                                            • Hold your team accountable and practice total
They are particularly resourceful and utilize trusted, experienced
                                                                              contact ownership
mentors for advice, direction, and support. What’s even more
interesting is the fact that these leaders—successful, happy
people—are humble! They never let their egos convince them               5. Ambassadors
that they are the smartest people in the room, and they never               • Work with other teams to deliver transparent,
let arrogance stand in the way of being a good listener and a                 relevant IT and business services
continuous learner.                                                         • Be easy to do business with
                                                                            • Work with a sense of urgency and be passionate
service lead•er•ship /                                                        about what you do
Service leadership is about making fact-based decisions and
doing the right things for the right reasons. It’s about challenging
conventional wisdom and having the backbone to stand up for              Service leadership takes courage. It can guide your decisions
doing the right thing for the customers and the people that serve        and your day-to-day interactions with customers, team, peers,
them. Service leadership is a servant role that looks at the business    and management. It’s time for a change in the way we lead and
of service and support creatively and innovatively, building on a        the time is now! We need to re-engage our teams and our
foundation of industry best practices. They strongly believe that        customers, giving them hope, purpose, and the security of
delivering exceptional customer service is not difficult as long         knowing that their needs come before ours. They need to know
as you stand by the customer service principle of treating every         and see that they are the central focus when decisions are made.
customer like they were your only customer. They know that the           Great leaders know that, at the end of the day, their customers
difficult part of delivering consistent service is in meeting their      are the only reason they are in business and that their people
customer’s expectations and ensuring that the rest of the orga-          are the business.
nization doesn’t erect barriers that make it hard to do business
with them. I challenge all service leaders to set the bar high for       an informal gath•er•ing /
their teams, constantly measure and continuously improve, create         At a recent service and support industry event, I had the
a culture of encouragement, and reward exceptional performance.          opportunity to spend some time networking with several old
                                                                         friends and colleagues. I really enjoy the opportunity to share
I have broken service leadership down into the following
                                                                         old war stories and learn about what’s new in their personal and
five areas:
                                                                         work lives. As the conversation continued, I reflected on all the
1. Leadership                                                            conversations we had over the years and how this group truly
   • Create the service strategy and vision                              embodied service leadership. These service leaders shared:
   • Establish a service culture                                            • A passion for delivering quality customer service,
   • Set the example                                                        • An attention to and understanding of the many intricate
                                                                              and interrelated details of service and support, and
2. Customer Advocacy                                                        • A positive energy for creating a service culture by
   • Be the voice of the customer                                             empowering individuals to work as teams.
   • Listen, listen, listen
                                                                         I admire this group for many reasons, but what I appreciate
   • Always market, communicate, and build lasting
                                                                         most is that they all did their jobs. They have first-hand
     customer relationships
                                                                         experience. They excelled by taking calculated risks aimed at
                                                                         proving conventional wisdom wrong. In the end, they were
3. Business Savvy                                                        right to believe in total contact ownership and the value of
   • Solve the business problem                                          investing in level 1 support, which resulted in increased first
   • Be relevant to the business (i.e., find ways to increase            contact resolution, greater customer satisfaction, and lower
     bottom-line profitability)                                          resolution costs. This brings us back to the initial question:
   • Be adaptive, flexible, and responsive to business priorities        what does it take to be a service leader?

                                                                        www.ThinkHDI.com   I   The IT Service and Technical Support Community   23
details, details, de•tails /                                          deliver tactical re•sults /
 I always remember being challenged when trying to communicate         As I struggled to find my “voice” in the organization, one of my
 the impact of any upgrade, update, rollout, download, release, or     mentors reminded me that my audience would only take us
 change gone bad to management. I clearly recall the frustration       seriously if we had a proven track record of results. He called it
 of the steady-state call-volume spike and trying to get the project   “credibility with the organization” and told me something I’ve
 management team’s attention when they had already claimed             never forgotten: “They won’t listen to you strategically unless
 victory and were celebrating their success. I felt like an idiot      you can deliver tactically.” That single piece of advice changed my
 when management challenged my initial report of the impact:           day-to-day operational focus. I built a foundation based on help
 what caused it, what types of calls we were receiving, and what       desk basics, metrics, and best practices, by the book. I established
 were we doing to handle it, both reactively and proactively. You      standard operational procedures, configured tools of the trade
 know, Pete, the change was not intended to impact that area of the    to support best practice processes, trained the team on how and
 customer’s functionality. You must be mistaken.                       why these daily practices were critical to our success, and held
                                                                       each of them accountable for meeting performance targets.
 It’s always important to know what you plan to do about a
 crisis or incident before you engage management. In fact, your
 credibility relies on your ability to communicate the essential
                                                                       it all makes a diff•er•ence! /
                                                                       From the way you configure ACD menu options to the way you
 details of anything you do to redress the situation. If you talk to
                                                                       staff your desk and ensure individual adherence, from your
 any service leader, they will share with you the following five
                                                                       consistent customer greeting to the way you manage call-volume
 ways you can positively impact the business:
                                                                       spikes and track every call/issue/request, from quality ticket
     1. Minimizing the impact of any change, rollout, or upgrade       documentation to total contact ownership (status, follow-up,
        by working closely with the project team to ensure the         and validation of satisfaction/resolution), and, finally, from
        quality in testing, documentation, communication,              creating operating level agreements (OLAs) with peers to letting
        knowledge, and escalation/resolution.                          customer satisfaction be your guide—you are doing all the
                                                                       right things. Once you are doing the job consistently and you
     2. Working with level 2 management to minimize escalations
                                                                       confidently (and you know you are because you see it, measure
        by focusing on what your team can resolve at level 1 and
                                                                       it, report on it, and live each day by the numbers), it’s time to
        what knowledge, training, documentation, and tools you
                                                                       hand day-to-day operations over to your team. It’s time to take
        need to make that happen.
                                                                       on the role you were meant to play, the role of:
     3. Reporting aging tickets and linking the follow-up, status,
                                                                         • Customer advocate
        and resolution to the total contact ownership philosophy
                                                                         • Problem solver
        that has guided many best-in-class service and support
                                                                         • Voice
        organizations.
                                                                         • Ambassador
     4. Holding your team accountable for mastering their roles as       • Communicator
        service and support professionals. Industry best practices
                                                                       Arise, ye service leader! The time is now!
        range from attitude and 100% incident tracking to validating
        resolution and anticipating the customer’s needs to proac-
        tively identifying trends and quality ticket documentation.                          About the Author
        These are the best practices that all support professionals                           Peter J. McGarahan is the founder and president
                                                                                              of McGarahan & Associates. His value to the
        should practice on a daily basis                                                      service and support industry and business is his
     5. Creating an IT culture where everyone works for the service                           thought-leadership. For over twenty-five years,
                                                                                              as a practitioner, product manager, and support
        desk, and where the service desk is seen and treated as the                           industry analyst and expert, Pete has influenced
        “voice of the customer” (customer advocate). They are given                           the maturity of the service and support industry.
        the benefit of the doubt and treated with respect when                                IT Support News named him one of the “Top
        making a case for immediate corrective action.                 25 Professionals in the Service and Support Industry” in 1999, and
                                                                       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.


24       SupportWorld   I   July/August 2010

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Service leadership the time is now part 1

  • 1. SERVICE Lead•er•ship: E IS NOW! THE TIM by Peter J. McGarahan what were they think•ing? / everyday lead•ers / I am sure that I am not the only one slightly discouraged by the In my many leadership positions and interactions with support lack of leadership in America today. In my travels, I have had professionals around the world, effective leadership comes many discussions with business executives, support managers, down to one thing: people care when they know that you care! and customers on this very topic. In most cases, the sense In recent Gallup polls regarding the state of the U.S. worker, of frustration centers around leadership without the vision, it is shocking and disappointing to see how many people are purpose, care, and the moral fiber to do what’s right for the truly disengaged in the workplace. In support organizations, customers they serve and the people they lead. This is evident the biggest differentiator between organizations that excel at in the recent headlines where major companies and government service delivery, customer service, and delivering business value entities have made decisions and taken courses of action that and the ones that always struggle is leadership. Leaders who leave the rest of us saying, “What were they thinking?” I have approach their responsibilities with energy, passion, and to assume that the executives and government officials making intelligence will always make a difference in people’s lives. these decisions are certainly capable, so why are we left feeling These leaders never forget: amazed, disengaged, and disappointed? 22 SupportWorld I July/August 2010
  • 2. leadership Leadership • Where they came from, 4. “Get It Done” • What it took to get where they are, and • Remove barriers for the frontline • The important lessons they learned along the way. • Deliver quantifiable results • Hold your team accountable and practice total They are particularly resourceful and utilize trusted, experienced contact ownership mentors for advice, direction, and support. What’s even more interesting is the fact that these leaders—successful, happy people—are humble! They never let their egos convince them 5. Ambassadors that they are the smartest people in the room, and they never • Work with other teams to deliver transparent, let arrogance stand in the way of being a good listener and a relevant IT and business services continuous learner. • Be easy to do business with • Work with a sense of urgency and be passionate service lead•er•ship / about what you do Service leadership is about making fact-based decisions and doing the right things for the right reasons. It’s about challenging conventional wisdom and having the backbone to stand up for Service leadership takes courage. It can guide your decisions doing the right thing for the customers and the people that serve and your day-to-day interactions with customers, team, peers, them. Service leadership is a servant role that looks at the business and management. It’s time for a change in the way we lead and of service and support creatively and innovatively, building on a the time is now! We need to re-engage our teams and our foundation of industry best practices. They strongly believe that customers, giving them hope, purpose, and the security of delivering exceptional customer service is not difficult as long knowing that their needs come before ours. They need to know as you stand by the customer service principle of treating every and see that they are the central focus when decisions are made. customer like they were your only customer. They know that the Great leaders know that, at the end of the day, their customers difficult part of delivering consistent service is in meeting their are the only reason they are in business and that their people customer’s expectations and ensuring that the rest of the orga- are the business. nization doesn’t erect barriers that make it hard to do business with them. I challenge all service leaders to set the bar high for an informal gath•er•ing / their teams, constantly measure and continuously improve, create At a recent service and support industry event, I had the a culture of encouragement, and reward exceptional performance. opportunity to spend some time networking with several old friends and colleagues. I really enjoy the opportunity to share I have broken service leadership down into the following old war stories and learn about what’s new in their personal and five areas: work lives. As the conversation continued, I reflected on all the 1. Leadership conversations we had over the years and how this group truly • Create the service strategy and vision embodied service leadership. These service leaders shared: • Establish a service culture • A passion for delivering quality customer service, • Set the example • An attention to and understanding of the many intricate and interrelated details of service and support, and 2. Customer Advocacy • A positive energy for creating a service culture by • Be the voice of the customer empowering individuals to work as teams. • Listen, listen, listen I admire this group for many reasons, but what I appreciate • Always market, communicate, and build lasting most is that they all did their jobs. They have first-hand customer relationships experience. They excelled by taking calculated risks aimed at proving conventional wisdom wrong. In the end, they were 3. Business Savvy right to believe in total contact ownership and the value of • Solve the business problem investing in level 1 support, which resulted in increased first • Be relevant to the business (i.e., find ways to increase contact resolution, greater customer satisfaction, and lower bottom-line profitability) resolution costs. This brings us back to the initial question: • Be adaptive, flexible, and responsive to business priorities what does it take to be a service leader? www.ThinkHDI.com I The IT Service and Technical Support Community 23
  • 3. details, details, de•tails / deliver tactical re•sults / I always remember being challenged when trying to communicate As I struggled to find my “voice” in the organization, one of my the impact of any upgrade, update, rollout, download, release, or mentors reminded me that my audience would only take us change gone bad to management. I clearly recall the frustration seriously if we had a proven track record of results. He called it of the steady-state call-volume spike and trying to get the project “credibility with the organization” and told me something I’ve management team’s attention when they had already claimed never forgotten: “They won’t listen to you strategically unless victory and were celebrating their success. I felt like an idiot you can deliver tactically.” That single piece of advice changed my when management challenged my initial report of the impact: day-to-day operational focus. I built a foundation based on help what caused it, what types of calls we were receiving, and what desk basics, metrics, and best practices, by the book. I established were we doing to handle it, both reactively and proactively. You standard operational procedures, configured tools of the trade know, Pete, the change was not intended to impact that area of the to support best practice processes, trained the team on how and customer’s functionality. You must be mistaken. why these daily practices were critical to our success, and held each of them accountable for meeting performance targets. It’s always important to know what you plan to do about a crisis or incident before you engage management. In fact, your credibility relies on your ability to communicate the essential it all makes a diff•er•ence! / From the way you configure ACD menu options to the way you details of anything you do to redress the situation. If you talk to staff your desk and ensure individual adherence, from your any service leader, they will share with you the following five consistent customer greeting to the way you manage call-volume ways you can positively impact the business: spikes and track every call/issue/request, from quality ticket 1. Minimizing the impact of any change, rollout, or upgrade documentation to total contact ownership (status, follow-up, by working closely with the project team to ensure the and validation of satisfaction/resolution), and, finally, from quality in testing, documentation, communication, creating operating level agreements (OLAs) with peers to letting knowledge, and escalation/resolution. customer satisfaction be your guide—you are doing all the right things. Once you are doing the job consistently and you 2. Working with level 2 management to minimize escalations confidently (and you know you are because you see it, measure by focusing on what your team can resolve at level 1 and it, report on it, and live each day by the numbers), it’s time to what knowledge, training, documentation, and tools you hand day-to-day operations over to your team. It’s time to take need to make that happen. on the role you were meant to play, the role of: 3. Reporting aging tickets and linking the follow-up, status, • Customer advocate and resolution to the total contact ownership philosophy • Problem solver that has guided many best-in-class service and support • Voice organizations. • Ambassador 4. Holding your team accountable for mastering their roles as • Communicator service and support professionals. Industry best practices Arise, ye service leader! The time is now! range from attitude and 100% incident tracking to validating resolution and anticipating the customer’s needs to proac- tively identifying trends and quality ticket documentation. About the Author These are the best practices that all support professionals Peter J. McGarahan is the founder and president of McGarahan & Associates. His value to the should practice on a daily basis service and support industry and business is his 5. Creating an IT culture where everyone works for the service thought-leadership. For over twenty-five years, as a practitioner, product manager, and support desk, and where the service desk is seen and treated as the industry analyst and expert, Pete has influenced “voice of the customer” (customer advocate). They are given the maturity of the service and support industry. the benefit of the doubt and treated with respect when IT Support News named him one of the “Top making a case for immediate corrective action. 25 Professionals in the Service and Support Industry” in 1999, and 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. 24 SupportWorld I July/August 2010