Posts Tagged ‘Team Management’


Nextiva Tuesday Tip: 5 Steps to Managing Employees’ Internet Use

???????????????????????????????????????????????????????????Has the World Cup had your employees on the edge of their seats watching every game—at work? Today, it’s common for just about every employee of a small business to have Internet access on the job. While that generally enables your team to do their jobs more efficiently, other times it can really slow things down—or even put your business at risk from hackers, viruses and more. How can you protect your business and ensure productivity without becoming “Big Brother” when it comes to Internet use? Here are some tips.

  1. Protect. It’s easy for busy employees in a rush to accidentally click on a link or open an attachment that unleashes a computer virus. Take the basic step of ensuring your network and each computer has security software and that it’s updated regularly.
  2. Mind their own devices. More and more employees are going “BYOD,” or “bring your own devices,” to work these days. While this can seem like the answer to a budget-minded entrepreneur’s dreams, if employees use their own personal tablets and smartphones for work, it can open up a whole can of worms. In the long run, it may actually be more cost-effective to provide company-issued devices that you can control, update and monitor.
  3. Educate. No matter how much security software you install or how many automatic updates you run, most data loss occurs due to human error. Create a policy for what employees can and can’t do on their work computers, tablets and smartphones, and make sure everyone understands and signs it. Regularly remind employees of the importance of changing passwords frequently, keeping them secure, not installing software without permission and avoiding questionable emails or links.
  4. Check it out. Being on Twitter, Facebook or YouTube can be part of an employee’s job—or it could just be distracting them from their jobs. If things are out of hand, you might consider installing monitoring software on stafffers’ computers, which can tell you what websites they visit, what emails they get and what they do online. This seems like a drastic step, so a more comfortable solution may be simply for you to get out and walk around your business and interact with your employees. You’ll be able to tell who’s goofing off.
  5. Be real. Don’t pretend no one ever goofs off online. Instead, acknowledge the reality and work around it. For example, does your staff want to watch a sports event? Talk about ways people can get their work done early so they can enjoy some bonding time watching the game together. That can be just as good for your business as working can. 

Nextiva Tuesday Tip: Declare Your Employees’ Independence

???????????????????????????????The best thing the owner of a growing business can do is give his or her employees their independence. No, I’m not talking about firing your employees; I’m talking about giving them the freedom to make their own decisions about how to get their work done.

As you undoubtedly know by now, it’s pretty much impossible for a small business owner to single-handedly do everything that needs to be done. That’s why you hire employees, right? Then why do so many of us refuse to let employees do their jobs, instead micromanaging them until they (and we) are miserable?

Here are four steps to giving your employees their independence.

  1. Provide training. Of course, you don’t want employees to totally wing it. Provide training in how to do the job, and give them direction in terms of what you want the results to be and what the overall goal is.
  2. Step back. Once employees know what you want and how to get there, step back and let them get from Point A to Point Z without offering your help (unless, of course, they ask). Who knows? Your employees might figure out a better way of getting things done.
  3. Empower decision-making. Customers hate it when employees have to “ask a manager” about every little thing. Provide parameters within which employees can make their own decisions about customer service, such as offering $X amount of comped food in your restaurant or refunding a certain amount of money with no questions asked. When employees feel trusted, they feel valued.
  4. Plan for the future. Discuss with your employees where they want to go in your company and how they can get there. When employees feel you have a stake in their future, they’ll give the business their all.

By giving your employees their independence, you’ll also gain freedom—the freedom to focus on what really matters in your business instead of sweating the small stuff. 


Nextiva Tuesday Tip: How to Stop Wasting Time With Meetings

Are you and your employees spending too much time in meetings? In-person meetings can be the best way to get everyone on the same page, brainstorm new ideas or inspire teamwork. But meetings can easily spiral out of control and start devouring your workday, preventing you and your team from actually accomplishing all the stuff you’ve been meeting about.

Here are five ways to keep your team meetings manageable and productive.

  1. Stop the status meetings. Many businesses set up a weekly “status meeting” for everyone to check in and let the rest of the team know how their projects are going. Typically, this information could be just as easily conveyed by sending a status report everyone can read in 10 minutes.
  2. Keep it short. You’ve heard the saying “Work expands to fill the time available,” and the same is true of meetings. Always have a firm start and end time for your meetings—ideally, no longer than half an hour. This keeps everyone focused. Start wrapping up five minutes before closing time.
  3. Meet on the move. Try holding meetings with everyone standing up or meetings walking outside (obviously, the latter works better with a small team). Attendees will feel more energized, which makes standing meetings a great way to announce companywide changes or other news you want everyone to be excited about.
  4. Ban device use. Smartphones can make meetings take longer as people distracted by their devices miss key information and have to be brought up to speed. If your meetings are half an hour or shorter, it shouldn’t be a problem for everyone to put their phones face down on the table and focus. For longer meetings, set hourly breaks when people can grab refreshments, use the restroom and check phones and tablets.
  5. Be tough. Whoever’s in charge of the meeting needs to be tactful, but strict about keeping conversations on topic, managing “meeting hogs,” ensuring the meeting ends on time and clarifying next steps. If you can’t do this, appoint someone who can. 

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Mondays with Mike: Great Meetings In 4 Simple Steps

We’ve all had to sit through them – big old snoozefests of meetings full of buzzwords and BS.  Hell, I think I even conducted a few of those before I figured out how to get the most out of the times when I bring my staff together.  Meetings shouldn’t be a chore; they are an opportunity to share ideas, devise solutions, and inspire better performance from your whole staff – but only if you run those meetings right.  Here’s how it’s done:

  • Outline objective as a group.  My meetings start with a blank whiteboard.  I kick things off by establishing the reason for the meeting, and then every member of the group contributes an objective they want to accomplish in that meeting.  I write the objective down or designate another staff member to record our objectives, and the amazing benefit is that every single person is immediately engaged.  They have a stake in the meeting, and they know their priorities matter.  Don’t worry if you have more objectives than time … you’re about to refine and focus your list.
  • Consolidate your objectives.  Combine and condense your list of objectives into a manageable number – three to five is a perfect number for a brief meeting – and list those goals for everyone to see.  Tackle each objective – collect information, collaborate to find a solution, and move on through your list.
  • Confirm that you’ve achieved each objective.  Not only does this step ensure that you’ve accomplished the meeting’s goals, but you’re also modeling a thoughtful, efficient approach to problem solving.  Focusing on measurable progress sets a good example.

Not every problem needs a major meeting, and my next and final step lets you address smaller issues by holding a meeting with an appropriate scope.  These micro meetings can be held on short notice and should only involve the essential staff. 

  • ???????????????????????????????????Hold a stand-up meeting.  When you sit folks down for a meeting, they tend to settle in.  There’s no hurry, and there’s little excitement in a room full of people looking at their watches.  I like the stand-up meeting, and I keep ‘em brief.  We use raised tables for standing note-taking, and I always appoint a timekeeper, with instructions to cut the meeting off at fifteen minutes.  Giving yourself a brief window means that you have to prioritize your objectives, and you’re eliminating unnecessary fluff.  You have to be prepared, and you must be efficient.  Training yourself and your staff to stay on topic in these quickie meetings will pay dividends when you discover how much you can accomplish in a relatively short period of time.

A meeting should always, always be the means to an end.  The point of holding a meeting is to accomplish an objective, not to appear to be busy and engaged.  If you’re meeting just to have a meeting, you’re doing it wrong.  If you see your staff propping up their eyelids to stay awake in your meeting, then you need to examine and improve your meeting protocol.   Your objective should be efficient, effective, goal-oriented gatherings.  


Coaxing Great Service Behavior from your Employees

About this series: This series of articles from Nextiva will help you grasp of the essentials of customer service: the principles and guidelines that will serve you well in any era, regardless of trends, changing technology, and a constantly evolving customer base. Our guide is Micah Solomon, customer service and customer experience consultant, author, and speaker. 

Coaxing great customer service behavior out of your employees is one of the most important elements of providing a great customer experience. Let’s take a look at what’s involved and how you get this done.

The waiter with no peripheral vision

I could give you examples from any high-tech, low-tech, or moderate-tech industry.  But since everyone goes out to eat, let’s look at two contrasting waiters.  These guys will be familiar to anyone who has ever eaten out.

Waiter #1: A skilled waiter [could be a waitress] never drops a tray, never reaches across you, brings out all the food accurately to his section. 

However, he’s also immensely skilled at ignoring any and all gestures and glances from anyone trying to get his attention who is outside his section or even who is within his assigned section but interfering with the order in which he was planning to go about his waiterly tasks.

Waiter #2: Equally skilled, but this one’s a master of using his peripheral vision, and even his peripheral hearing, to jump to the assistance of any guest, anywhere in the dining room — in or outside his own section — who needs his attention, who has dropped a fork, who has a question…

What makes the difference?  Stay tuned…

Purpose vs. Function

Let's assume your hiring process ensured that both waiters come to you with equal natural levels of empathy. The difference in their performances is due to one simple factor:  One waiter knows and understands his purpose in your organization, and the other one doesn’t.

Every employee has a job function, and a purpose in (and of) the organization. The function is what’s written, in detail, on the employee’s job description.   Or, to put it another way, it’s the technical side of the job.  Take orders.  Deliver food.  Process credit cards. 

An employee’s purpose is something different.  The purpose is the reason you’re doing all those technical things, and sometimes stepping out of your technical role to do whatever it takes.  A purpose for a waiter, and for everyone else working in foodservice or hospitality? Something along the lines of “you’re here to provide a pleasant, safe, and memorable experience for our guests.”  

Ritz-Carlton do not disturb sleepy image-copyright micah solomon micah@micahsolomon.com

(c) Micah Solomon

Get this purpose across right away, starting with orientation, and you’ll have to deal with fewer cases of employees who have mysteriously lost their peripheral vision.  You’ll have people competing to go the extra mile. Because they’ll understand, that this is what they’re paid for. The great Horst Schulze, who founded what we think of as the modern-day Ritz-Carlton, made sure to be at the opening of every hotel, personally doing the orientation.  He didn’t talk about the technical aspects of the job:  ensuring there are no water spots on the glasses, and so forth.  He talked about something else:  every employee’s purpose at the hotel.  He would introduce himself, letting them know “I’m President of the hotel.  I’m a very important person.”  Then he’d say “and you’re an important person too”— you control the impression the guests have of the hotel more than he, as president, ever could!

He’d go on to spell out their purpose, starting with: “the genuine care and comfort of our guests is our highest mission.”

The Mayo Clinic, one of the most extraordinary hospital groups in the world, functions in a very technical, regulated, exacting fields: healthcare.  Yet what do the new employees here, from day one, over and over and over?  The incredibly untechnical, incredibly straightforward, seven word purpose they are assigned:  “The needs of the patient come first.”  They are given to understand, from the very beginning of their orientation, that they are to put the needs of the patient above anything they may think they’re “supposed to” be doing at that moment—if the two are in conflict.

Of course, its not quite that easy.

There’s certainly more to coaxing the most out of your employees than saying a mantra over and over.  But it’s a very good place to start.

What else helps?

  • Reinforcement.  Daily if possible, weekly if not. Hold a brief (5-10 minute) meeting where you reinforce your company purpose and discuss ways to achieve it.
  • Positive Peer Pressure.  We think of peer pressure as something negative, by and large.  Kids don’t decide to light a stick of tobacco on their own; they see other kids do it first.   But peer pressure can be a powerful force for good as well.  It’s the reason Disney parks are so famously spotless:  You see your peers picking up stray trash, so you do it as well. 

For our hypothetical waiter, he’ll see his co-workers rushing to replace a dropped fork, continually scanning the rooms for eye contact from guests outside as well as inside their station, finding additional ways to be helpful before being asked.   And he’ll figure out that he’s expected to do the same.

  • Standards.  Everything that is done on a regular basis in a company is worth developing standards for:  answering the phone, replying by email, running a credit card charge, opening a service ticket, whatever it is.  But you need to design these standards in a way that explains the reason for the standard and makes clear when it may make sense to deviate from it. Otherwise you’ll have standards complied with in a robotic way by embittered and ultimately sabotaging employees.
  • Employee empowerment. This goes hand in hand with standards. Employees need to be empowered to do what’s right for their guests.  Period. They can’t be nickeled and dimed (or houred and minuted) to death for what they didn’t get done because they were tied up doing what’s right.  They’re late coming back from their lunch break because they were jump-starting a guest’s car in the parking lot?  This is something to celebrate, not something to be disciplined for. 

© 2014, Micah Solomon


Mondays with Mike: 5 Steps To Drama-Free Discipline

????????????????????????????????????????????????????????Over and over, I hear from entrepreneurs who fret over the prospect of needing to discipline an employee.  I get it.  You want harmony and happy, productive employees in your office, and you worry that you’re going to upset your staff when you call a performance problem to their attention.  Stop for a minute, though.  Discipline doesn’t have to equal drama.  Here’s how you resolve problems, keep the office calm, and get right back on track without missing a beat.

  1. Start on day one.  On new employees’ very first day, I always take the time to ask them how they like to handle issues that arise.  I say, “How should I bring things to your attention?” but you can word it any way you like.  Your goal should be to acknowledge up front that there will be issues that need to be addressed, and you’re setting the stage to handle it professionally, calmly, and in a way that doesn’t stress your employee out. 
  2. Document your employee’s preference.  Even small businesses need HR files, and I always make a note of an employee’s stated preference for conflict resolution.  Some staff members like to have problems pointed out immediately; some prefer a closed-door meeting at the end of the workday.  Resolving conflict isn’t one-size-fits-all, and you’ll have much better results if you take your employees’ preferences into account.
  3. Respect your employee’s preference.  When a problem comes up, use the technique you’ve agreed on, and call attention to the fact that you’re respecting the staff member’s request.  When you deliver your message in a way that feels comfortable, your employee will actually hear what you’re saying, rather than getting all wrapped up in the emotion of having to handle a dramatic conflict. 
  4. Document the incident.  Now you may not need to keep a letter on file just because you discover your IT guy passing around a Superbowl block pool during business hours, but you do need to be mindful of the possibility of frivolous employment lawsuits and unjustified unemployment claims.  CYA.  Cover Your Ass(ets,) and make sure that you document serious issues.
  5. Focus on the solution, and follow up if necessary.  The whole point of bringing a problem to an employee’s attention is to solve the problem and move on, so your meeting needs to focus on resolution.  Lay out the problem, briefly discuss the consequences of that problem, and make a plan – with your employee’s assistance – to fix the problem.  Whether you agree to check back in to review sales performance or review a time card in the event of chronic lateness, make sure you follow up and ensure that your employee’s back on track.

You can’t avoid conflict, not if you strive for excellence.  Demonstrating that you respect your staff enough to resolve problems without drama shows that you are committed to them and to the health of your business.  Your staff, in turn, will be far more likely to strive to meet or exceed your performance standards.


A Great Customer Experience Depends on Great Hiring

About this series: This series of articles from Nextiva will help you grasp of the essentials of customer service: the principles and guidelines that will serve you well in any era, regardless of trends, changing technology, and a constantly evolving customer base. Our guide is Micah Solomon, customer service and customer experience consultant, author, and speaker.

A great customer experience depends on great employees. To get those great employees, you need to know what to look for in an employee you’re going to put in a customer-facing position.

The trick is to hire your customer-facing team based on the following psychological traits, even before you start thinking about the specific skill set you’re looking for.  (Yes, the appropriate technical skills also matter. You can’t hire an empathetic surgeon who is also a klutz. But for most customer-facing positions, the technical skills are largely teachable, while the underlying personality traits can be much more easily hired than taught.) 

WETCO: The five crucial traits of customer-facing employees

Employees Only: Do Not Open Door-Snake Pit (humorous signage from Wall Drug, Wall, ND) © Micah Solomon micah@micahsolomon.com

Wall Drug, N.D. (c) micah@micahsolomon.com

The traits I consider crucial for customer-facing work are contained in my acronym “WETCO.” My suggestion is to picture a big, wet dog at PETCO, and you’ll never forget this acronym.

Warmth: Simple human kindness. Warmth is perhaps the simplest and yet most fundamental of these five personality traits. In essence, it means enjoying our human commonality, flaws and all.

Empathy: The ability to sense what another person is feeling. Empathy is a step up from warmth; empathy moves beyond the plateau of liking other people and is more like reading hearts—the ability to sense what a customer needs or wants, whether or not this desire is even yet apparent to the customer.

Teamwork: An inclination toward ‘‘Lets work together to make this happen’’ and against ‘‘Id rather do it all myself.’’   On the one hand, customers do need the help of entrepreneurially minded employees who will take charge of the situation without prodding, people who are willing to fix a problem all by themselves, if necessary. But that attitude needs to be seasoned by an inclination to favor a team approach, or your organization will soon suffer from the friction created.

Conscientiousness: Detail orientation, including an ability and willingness to follow through to completion. Conscientiousness is a key trait for successfully serving customers, and unfortunately may not always be found in those who are otherwise suited to customer service work. The quintessential ‘‘people person’’ may lack conscientiousness, and this one flaw can be fatal: An employee can smile, empathize, and play well with the team, but if he can’t remember to follow through on the promises he made to customers, he’ll kill your company image.

Optimism: The ability to bounce back and to not internalize challenges. Optimism is a necessity in customer-facing positions. Employees who can’t shake off a drubbing from a customer won’t last long. Support from management is, of course, important here, but the employees themselves need a positive, optimistic self-image as well to propel themselves forward in the face of daily adversity.

How to select for WETCO

How to select such people? An ideal approach is to match candidates to the psychological profiles of existing, successful employees. You may not have gathered this data for yourself yet, in which case you’ll be dependent on an outside company to provide it. That’s okay, because some of the available external tools are excellent. But you need to use your chosen methodology consistently: on every hire, rather than as the whim hits you. If you use scientific methods only sporadically you’ll never know what worked and what didn’t. Instead, the selectiveness of your inherently biased—that is, human—memory will trick you and you’ll continue to favor unscientific, ineffective hiring patterns that will hamper your organization for years to come.

If you start with externally generated profiles, as you grow be sure to gather data specific to your company. This process isn’t that complicated. Have your best performers answer profile questions and then bank these results. Have your average performers do the same, and then bank those results. If you show a consistently measurable difference between these two categories of employee, you have a valid test.

The necessity of a trial period

Great companies tend to have a lengthy trial period before newly hired employees become ‘‘brand ambassadors’’—that is, are ready to be foisted on the public. This is important in providing consistently great service, because how your brand is perceived is only as strong as the weakest cliche´—sorry, link. There’s no truer truism than the simile of the weak link; it’s one of the unnerving truths about providing customer service. You never want those potentially weak links out there representing your brand, whether at the returns counter, the contact center, or connected via their workstations to customers.

The trial period is also important for protecting your company culture. Even in the best-handled hiring scenario, it can take ninety days to know if you have a fit. Most often, it takes that much time for the employee to know if there’s a fit. At the Ritz-Carlton, for example, the first twenty-one days are treated as crucial, and if you’re not there for the big, transitional ‘‘Day 21,’’ you’re taken out of the work schedule. They don’t cut corners here, and neither should you.

Article © 2014 Micah Solomon


Mondays with Mike: 5 Foolproof Tips To Make Better Decisions

Stocksy_txpfff38493BN6000_Small_45968When you think about it, running a business is all about making decisions.  Let’s face it: if you didn’t have the drive to be a decision maker, you’d work for someone else, right?  As an entrepreneur, you’re faced with decisions every day – whether it’s a question about hiring a new employee, embarking on a new marketing plan, or managing costs by improving efficiency.  Successful business owners make good decisions, and the good news is that you can improve your decision making skills by following these tips:

  1. Follow the 10-10-10 rule.  Biz guru Suzy Welch gives us this technique for making decisions based on their long-term effects.  Consider the outcome of your decision in ten minutes, ten months, and ten years.  Let’s say you’re struggling with a particularly difficult client – the one who sucks up all of your time and energy and provides little in the way of revenue.  You’re trying to decide if you should kiss up to them for the umpteenth time to smooth over their latest ridiculous complaint or if you should cut your losses, fire them, and move on.   If you fire them, you know that in ten minutes, you’ll be panicked, worried about the loss of revenue.  But in ten months, you’ll realize that you’ll be happier for having eliminated the anguish this client produced, and in ten years, you’ll have been able to generate far more income from new, less problematic clients that you’ve been able to bring in with your renewed energy and freed-up time.  Think long-term.
  2. Create a stop-loss plan.  And follow it!  Entrepreneurs are seldom devoid of ego, and it’s far too easy to make a decision, ignore all the signs that the decision wasn’t the wisest, and continue well past the point at which you should have thrown in the towel.  A stop-loss plan forces you to evaluate your decision based on predetermined, concrete parameters, rather than on the results you’re hoping for.  Whether it’s a trial period for the pricy new sales rep you hired on, or whether it’s a minimum requirement for a new advertising campaign, you’ll make better decisions if they’re based on results, rather than hopes and ego.
  3. Employ split testing.  When you’re torn between two (or more) equally plausible choices, use split testing to try both options out before you commit to one.  Let’s say the sales rep for the community circular that you advertise in brings you two options for your next ad.  If you have the chance to run both ads, perhaps in different areas, or in different months, you can find out definitively whether the ad that touts your long-established history in the area is more effective than the ad that shows off your reasonable prices.  The idea is to make a decision based on hard data, rather than assumptions.  Online advertising makes it particularly easy to run split testing, as you can create and employ multiple variations with ease.
  4. Do thorough research.  You’d feel like a fool if you tried and failed with some radical new tactic to bring in new business only to discover afterwards that your competitor had already tried and failed with that tactic.  Look around you.  See what your competition is up to, and look to history to give you insight into proven – and disproven – strategies.  Fortune does favor the bold – those folks who forge new pathways – but fortune also favors those who do their homework.
  5. Sleep on it.  This last tip is the easiest and most foolproof of all.  People make decisions based on emotion, and that’s often a mistake.  Simply giving yourself time to think a decision over will almost always lead you in the right direction.

Hiring, firing, spending, saving … all decisions that we face every day.  Commit to making better decisions, and you’ll find those good decisions reflected in your bottom line.  


Mondays with Mike: Do This BEFORE You Hire An Employee

Most entrepreneurs start out as the sole employee of their company.  There are benefits to this setup – you know exactly who forgot to clean out the coffee maker, and you’ll never forget a staff birthday.  But eventually, if you want to grow your business, you know that you’ll have to hire someone to work for you.  You want to accomplish more, and you need additional staff to make that happen.

Don’t underestimate the importance of this decision.  It’s estimated that the cost of acquiring, hiring, and training a new employee is around 15% of their annual salary.  That’s a hefty chunk of change, which means that you need to invest it wisely.  One thing that I’ve discovered is that you can dramatically improve the odds of your first hire being a successful one if you prepare properly.  Here’s how you do it:

  1. Evaluate the work you do.  Now you may think that you already know what position you want to hire for, but humor me here.  When you’re finished with this step, you’ll thank me.  You need to take a step back from the work you do every day and look at all of the roles you’re filling – sales, customer service, accounting, technical support, collections, etc.  The list may be longer than you realize!  Then you create an organizational chart, give each position a title, and arrange it on the chart based on who reports to whom.  Post this chart on the wall, and as you go through the next week, jot down the tasks that you perform under each of the positions.
  2. Define the position you’re hiring for.  Take a look at your chart after the week has elapsed and decide which of the roles is the best one to delegate to another person.  You’re not quite ready to hire yet, but you are already prepared with a list of the tasks that your future employee will be charged with.
  3. ???????????Make it concrete.  So if you’ve decided that you’re going to hire someone to handle your accounting and billing, you need to get their physical workspace set up.  You get a desk, computer, chair, adding machine … basically everything that they’ll need to do the job, and you start performing all of the new position’s tasks in the new workspace.  By physically moving to the new desk, you’ll ensure that everything the position requires is handy.  By the time you’re finally ready to hire, you’ll be ready to train your new employee (because you’ve listed all of the tasks) and you’ll already have had the chance to troubleshoot the new workspace.

Systematization is the key to efficiency, and by taking the time to analyze and systematize the new position that you want to fill, you’re setting yourself and your new employee up for success.  Employees who feel like their bosses are competent and organized will be more likely to emulate those qualities and stick around for the long haul.

  




 
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