An Open Letter to Trader Joe’s – Shifting the Paradigm on the Grocery Purchasing Experience

Image result for images, trader joe'sHello Trader Joe’s,

I want to thank you for an amazing shopping experience.  I have loved entering your stores across America, from Portland, Maine to Seattle, Washington, from Phoenix, Arizona, to Spokane, Washington.  I have enjoyed every location we have traveled.  I am so thrilled to buy products that are original, cleverly packaged, and where humor is a tool for improving food.  For example, during the last trip, I saw the packaging on the white potatoes relating how they (the potatoes) like hot places, cream, and much more.  The humor employed takes buying potatoes to a new, higher level as well as bringing a laugh and several smiles to the customers.

No other chain store in America pays so much attention to the customer experience.  Thank you for hiring amazing store associates!  I have never walked into a Trader Joe’s and had a bad customer experience.  Of all these years shopping at Trader Joe’s, only once have I had to return an item, and the return was done pleasantly and effortlessly.  I have had questions about products, and all the customer interactions regarding these questions were enjoyable and often entertaining.  Best of all, when I have had questions about products to buy, the crew members have had no problem offering a taste or supplying recipe information.  The freedom to meet the customer’s desires in a fun, friendly, and fresh manner makes an excellent shopping experience from coast-to-coast.

In fact, one of the most desirable things about shopping at Trader Joe’s is interacting with the crew members and the other customers in discussing recipes, flavors, and getting new ideas.  In fact, when I have had more information about a product than an crew member, the crew member has been gracious and thanked me for the helping hand.  Always, the customer experience promotes a desire to return and keep investigating for new opportunities to eat well.

I was having a rough day this past Wednesday (09/13/2017).  I went to Trader Joe’s for a quick stop and my mood began to lift.  Watching the little kids pushing the “Shopper in Training” carts, watching the kids get excited about food, and experiencing the Trader Joe’s difference was exactly what I needed.  Best of all, I saw raisin/cinnamon bread and mango chutney, and I was going to have toast upon my return home, one of my favorite comfort foods.  I cannot relate satisfactorily how much enthusiasm and smiles the customers show upon entrance at Trader Joe’s.  No other store sees this type of customer interaction, and I am grateful to you for fostering this environment for it helps other customers to enjoy the shopping experience, as well as improving the crew member’s day.

Related imageThank you for the murals on the walls, the interesting posters, the flowers, plants, cards, and new hidden treats to explore every trip.  I enjoy immensely the ginger granola, the dark chocolate crepes, the triple ginger cookies, and the list goes on.  I was in Trader Joe’s off Louisiana Street in Albuquerque today (09/18/2017) and tried “Trader Ming’s” products, a great gustatory and amusing experience.  Several times in my shopping history I have tried to taste every item, except the alcohol products, in a single Trader Joe’s store.  Never happened to date, but I have enjoyed the journey and the adventure where food and shopping meet.

I have to say, as Trader Joe’s is the sole provider of pretzel rolls in my area, I am always looking for new recipes for using pretzel rolls.  My love of all things pretzels continues to be a fun distraction and gustatory journey.  For example, two-weeks ago I bought six pretzel rolls and tried three different recipes, roast beef with sharp cheddar on a pretzel roll with some black pepper/olive oil mayonaise, which was absolutely amazing; fried egg with bacon on a pretzel roll was a great delight, your crew member suggested a coarse mustard that totally made this meal; and the coupe de resistance continues to be the pulled pork/chicken/beef on pretzel rolls with any flavor of cheese.  Hot or cold, these sandwiches make eating a new adventure.

My wife is vegetarian/vegan and appreciates having a variety of choices in her meal planning that she cannot find elsewhere from the tiny, tiny Brussels sprouts, the mini sweet potatoes and mini avocadoes, the beautiful, fresh, ripe, sweet fruit that you don’t have to wait to ripen, to coconut milk frozen desserts.  She loves the seasonal specialties, the beautiful murals and fun decor, the pleasing scents of flowers, the tidiness and cleanliness of the store, the wide aisles, and the people, the wonderful people, both customers and crew members, people who smile and laugh and share what they know and have experienced in their adventures with food in polite, kind, and fun ways.  She says it’s a little bit of heaven on earth.

I know when I see the Trader Joe’s sign, good food, good shopping, and good people are available and ready.  Thank you for more than two decades of wonderful food and people experiences.  Wherever the road has taken us, Trader Joe’s continues to follow, and it is very much appreciated.  In Ohio, I regularly traveled more than three-hours from northeast Ohio to Columbus for Trader Joe’s, a trip I was glad to make!

From a very satisfied customer, thank you!

Dave Salisbury

© 2017 M. Dave Salisbury

All Rights Reserved

 

Understanding Money: Shifting the Paradigm on Money

Several years ago, I spent a significant amount of time trying to explain the different types of money to a very inexperienced young man.  I was highly unsuccessful; so, I take this opportunity to explain various types of money and how they work in the scheme of things.  I hope this explanation helps others to not only understand their own money, but also to become more cognizant of how governments spend your tax money.

Green money is cash.  Green money is the dollars and cents in a bank account or your pocket and is easily spent.  Image result for images, green moneyGreen money is often called liquid money or liquid assets, liquid because the holder is presumed the owner, who is in possession of it and who can spend it freely any way he wishes.  Possession is nine-tenths of the law.  One of the first lessons most of us learned growing up was if you wanted to buy something and your pocket was empty you went without.  Liquid assets are cash, green money, and are available to be spent in any way the holder chooses.

Non-liquid assets are consideImage result for images, house, car, boatred green money as a result of their sale; this is why a house, a car, a boat, and other such items are considered assets.  The sale of the asset provides the opportunity to turn a non-liquid asset into a liquid asset.  However, since many times the asset is employed as collateral for a loan, the sale of that asset means the loan holder is paid first from the sale.  If the resale value is insufficient to cover the full loan owed, the loan, which is red money, can still be collected; this process is why red money is so important to understand.

Red money is debt.  Red money always comes with a penalty called interest.  Interest is green money turned red to return the profit to those who lent the initial funds or principle.  That debt, be it a loan, a credit card, or other debt model, remainImage result for images, red debt traps a burden to the borrower, continues to accumulate interest, and can be called due at any moment in time.  While some laws protect the borrower from excessive interest rates, it remains important to know about and be cognizant of the interest rate trap.

The interest rate trap comes in several forms.  While in the US Navy, stationed in Norfolk, Virginia, a sailor buddy bought a beautiful car for $4000 with a 45% interest rate.  He put $1500 in green money down, so the full loan amount, principle and interest, for 60-months was $7805.49, including the sales tax.  When the car was stolen, later that month, the insurance company valued the car at only $1000, leaving the sailor to pay immediately $6805.49.  This is one type of interest rate trap; another comes from Payday Loans.  Borrow your next paycheck today, get the money today, and pay your paycheck back during the next 36-months at an interest rate between 30-60%.  By the time the payday loan is paid off, more than four separate paychecks to cover a single paycheck loan will have been invested provided payments have been made on time and as quickly as possible.

While paying off this loan, you lose your job.  You can lose your car as well because your car is sometimes used to insure your payday loan.  If the resale value is insufficient, you lose your car, you lost your job, and now you still owe a considerable sum that gains interest.  Red money is dangerous; like the sword of Damocles, the danger hangs by a tiny thread above the borrower; one wrong move and the sword falls.  Debt, red money, can be helpful; but, careful planning and budgeting are required before entering into debt obligations.  Always it is better to save and budget green money, or obtain investors, before contemplating debt.

Black money is dead Image result for images, black moneymoney.  Consider the person who takes green money and places those dollars and cents under a mattress or in a coffee can in their home.  The cash is out of circulation, is not valuable enough to collect, and no one is benefiting from the money through interest.  Black money can be created in other ways that will be explored later in this article.

The next type of money is blue money, also referred to as potential money.  Consider a hammer. The hammer might cost $20.00 in green money to buy and bring home.  In the hands of a trained construction worker, a $20.00 hammer, over the course of the hammer’s effective working life, has the potential to earn thousands of dollars in green money for the construction worker.  Image result for images, blue dollarsIn the hands of an inexperienced worker, the hammer has the potential to cost thousands of dollars in green money.  Training a person to improve their performance might cost $300 in green money; but, if that employee is able to improve his performance on the job, potentially millions of dollars are able to come into the company because of the training.

Money is created when it is borrowed and interest is paid on the loan.  For example, Jack has an extra $500 (green money).  He gives this money to his friend Joe in the form of a loan (red money).  Joe takes the loan, adds to his business potential (blue money), and through increased profits is able to pay Jack his $500 loan plus the interest of $300.  Hence, $300 (green money) is created as profits for Jack.  While a simple analogy, understanding money should be simple.

Joe’s loan to Jack showed on Joe’s books as red money until the loan and interest were paid.  During this time, Joe was also making green money, or profits sufficient to pay his workforce, his other obligations, and still retain sufficient to pay himself.  Small business owners are not paid until everyone else is paid, and it is not uncommon for small business owners to be scraping by on the smallest margins because all their non-liquid assets are locked up in loans to keep the business afloat.  When poor business practices begin risking inventory and equipment and shareholder investments are added into the equation, is it any wonder why small businesses struggle.

Money is also created when saved in the various saving tools offered by banks.  The diligent saver can save $40 a week until he or she is 65 years of age and potentially have millions in the bank for retirement.  Why, because the bank will pay interest to the saver from the interest collected on the loans the bank makes with the green money invested.  Many different savings tools can be considered as non-liquid assets because of the agreements made between the saver and the bank.  Generally, the longer the agreement for the bank to hold the money, the higher the interest rate paid as the bank can schedule payments and loan the same dollars more easily when the money of the saver is scheduled to be in the bank for a longer period of time.

Often Federal treasury departments of governments create money by printing more or larger bills.  The problem with printing more money is one of surplus, which begins to increase interest rates and decrease value.  Consider for a moment, if the only way to create money is to work money through lending, improving business, etc., then printing only makes harder putting money to work.  Too much money on the market creates negatives; negatives include lower dollar value, which makes items cost more, and increased interest rates, which makes borrowing costs increase.  More importantly, except for necessities, the willingness of producers to spend money stops.  These are normal cause and effect actions.  A long enough period of decreased willingness to spend money and an economic downturn is initiated.

State, City, County, Town, municipal governments are even more pernicious with their plots and plans.  On the local government level, money cannot be printed; hence, debt is entered into and municipal bonds are sold to create money in the private sector, which is then paid to the government in increased taxes, but the money lent to the local government was already spent.  One truth discovered about government, when taxes are increased, money is asked of the voters to borrow.  The truth is, the government body asking for more has already spent the increase, spent the budget, and usually spent twice as much as they are asking the voters to allocate.  Consider special elections for increasing taxes, the money being asked for has been spent, the budget was spent, and now the voters are asked to pay for the cost of the special election.  Many times, the increase being asked for has been spent three to four times before the election is even considered.

Poor fiscal planning increases debt by decreasing the value of the original municipal bonds, and the government has to borrow more to get relatively close to the value of the first municipal bond sold.  Note, municipal bonds are considered as debt to the local government and as green money non-liquid assets to the purchaser; municipal bonds are able to be bought and sold on the private market.  Government focuses upon the holder of the most bonds; because elected leaders are focused upon the holders of the most bonds, citizens bear no weight in being heard.  Money talks!

Municipal bonds, in several different locales, can be held as unseen debt, or black money kept on other books, not currently open to the public.  The monies owed are not considered red money, because there is no plan by those in power to pay these debts; thus, the amount of a city’s debt could be significantly higher than reported.  This is called an unfunded liability.  Unfunded liabilities never have a plan for repayment by those in power.  Unfunded liabilities can be a mixture of a lot of different debts (employee retirement, some municipal bond types, unpaid bills to local service providers, etc.), but the common denominator remains.  No plan is in place to meet that obligation and no budget item covers these debts; thus, black money increases.  Unfunded liabilities are hopes of current politicians on future prosperity, and sometimes, depending upon laws, unfunded liabilities are part of the government’s credit rating. Whether it is, the debt does not go anywhere, might or might not accrue interest, and always is hidden from the taxpayer, who is responsible for paying the bills.

While this explanation is very basic, the lessons contained are sufficient to protect the Image result for images, blue dollarsbottom-line, improve knowledge, and provide opportunity for improving circumstances.  Some key ending points when bottom lines are failing include:  before anything else, look to lost blue money as the cause.  The more blue money is disregarded is exponentially equal to red money increases, and green money evaporation; this formula is set in stone.  Potential blue money is not elusive, but it takes keen observation to protect and grow.  Grow enough blue money and green money multiplies exponentially.

© 2017 M. Dave Salisbury

All Rights Reserved

Psychology and Freud’s Fraud – Shifting the Paradigms on Freudian Value

As part of some recreational reading and additional inquiry for educational purposes, it has come to my attention there are some significant issues with Sigmund Freud, considered the father of modern psychology.  From the cocaine use to his deplorable methods of recording observations, from the religious cultism developed around Freudian thoughts to the lack of morals and responsibility inherent in Freud’s theories, Freud appears to me as a fraud.  I firmly believe that when psychology and all the attached sciences to psychology drop Freud into the dustbin of history, the science may finally advance.  Freud used solid marketing techniques to charm and bewilder the populations into accepting his ideals; but, as detailed by Kline (1984) due to a lack of viable alternatives, Freud became the default position to treat mental illness.

Psychotherapy, or for that matter any of the sciences of psychology, is dependent upon three key principles, the theories adopted by the therapist (Corbett, 2013), the intent of the patient/customer including the desire and the knowledge of the patient (American Psychological Association, 2012), and finally the relationship between the patient and the therapist (American Psychological Association, 2012).  Thus, trying to quantify or qualify psychotherapy remains amorphous due to the variables found in the foundational knowledge of the therapist, the human variable which remains volatile (Corbett, 2013), and the patient/therapist relationship. Two people can talk and never help each other; two people can talk and one can be manipulated by the other resulting in neither receiving advancement; and two people can talk and great strides in communication can achieve greatness, all depending upon the variables mentioned.

The American Psychoanalytic Association (2017) discusses how to manipulate the patient and influence the patient’s behavior stating categorically that manipulating the patient is “not necessarily negative (American Psychoanalytic Association, 2017).”  The following statistics are prevalent in the industry Freud built:

  • 40-50% of the patients seeking psychotherapy or psychological assistance receive no help by the therapy (Lilienfeld, 2007).
  • 10% of patients who sought psychological assistance were harmed, regardless of theories and theorists employed (Lilienfeld, 2007).
  • Smith (2012) suggests as many as 1/3 of the patients choosing or using pharmacological solutions to mental illness are improperly prescribed the medication and receive harm.
  • The rates of those harmed or who receive no help from psychology/psychotherapy has remained unchanged since tracking began.

Hossain and Karim (2013) provide another major aspect for consideration in understanding the confusion in psychosexuality and dysfunctional behavior, the plasticity of words employed by researchers and theorists.  Aleshire (2016) mentions this same problem, calling the problem one of “fluidity in terminology.”  For example, communication became ambiguous when the terms sex and gender became sufficiently muddled by community redefinition.  Words have meanings, and words should not be mutated, spindled, and torn from the bedrock foundation of their definitions.  Diamond (2002) provides simple definitions and reasoning for this discussion and a careful, and thorough understanding of the terminology is critical to communication.

Kline (1984) sets the stage for understanding psychoanalysis by defining psychoanalysis as, “… essentially the invention of Freud [pg. 1],” and Kline (1984) adds that psychoanalysis refers to a theoretical system of imagining the mind, recalling memories created through experience, and replaying those memories.  Conant (1947) stated conclusively the only reason Freud has not been rejected was because there was no viable alternative to Freudian theories (Kline, 1984, pg. 5).  Thus, concluding psychoanalytical perspective is left to the imagination of someone to create; more specifically, the industry Freud built was built upon Freud’s imagination, not actual science.

As an example of Freud’s fraudulent behavior, consider the following; from reading Hothersall (2015), it appears Freud is the first to confuse gender and sex, to make sex the ultimate pleasure, and project adult understandings of sex onto innocent children.  Diamond (2002) offers several definitions to aid the uninitiated in understanding sex, gender, and the current mess we are in with our current worldwide society and claims.  Sex is determined by either having gametes or receiving the same and is biologically tied.  Gender is the choice one makes to live as one determines in a socially diverse society, and this choice might or might not be tied to the traditional roles assigned by biology.  Hence, the stages of psychosexual development from Freud (Hothersall, 2015) are nullified by agency of the individual to progress, not a biological clock moving the individual through various ambiguous stages or levels of sexual identification.

Since gender depends upon societal roles and sex upon biology, I firmly disagree with Freud as applied to gender identity issues.  First and foremost, it appears that Freud was sexually frustrated and projected his adult views of behavior onto children and then tied pleasure to sex and perverted all types of thinking where child/adult relationships occur.  Second, gender identity is the choice of the individual in a society, if the society accepts multiple gender based roles.  That society then will deal with all the imaginations of the mind where gender choice is allowed and supported by legislation and social norms.

Finally, freedom to choose does not mean freedom from consequences, which cannot be chosen.  For example, I can choose to touch something hot, but cannot choose not to be burned.  How long I hold that hot item identifies how deeply the burn will be; thus, how long the hot item is held is a choice, but I cannot escape being burned by holding something hot.  There are always consequences for the choices made.

The significance of Freud on anything depends completely upon whether one believes Freud right or wrong.  Those, who consciously consider Freud to have value, will attempt to measure the content of cognitive thoughts, considered as remembrances from the world of illusion sometimes called dreams, apply a thin veneer of conscious thinking to the illusion, and attempt to draw out meaning.  For those who consider Freud a fraud, the entire discussion remains valueless and dreams are simply brain trash, images to entertain during rest, or some other fantasy to be disregarded by the conscious mind when awake.  This is a very real distinction as it forms the bias behind the conscious and subconscious value placed upon the argument.  Delanty & Strydom (2003) consider this argument crucial enough to include it in their discussion.  Freud (1920) realized his discussion regarding dreams and dream interpretation would not be valued by all, and in presenting this statement, Freud is prescient.

If dreams are pent up subconscious emotions (Freud, 1920, Chapter 1), one might try to increase one’s emotional intelligence to provide meaning and value.  Herein, Locke (2005) provides guidance on both the value of emotional intelligence and discusses mental processes in a manner worth understanding.  If Locke (2005) is correct, discussing these images, or pent up subconscious emotions, with another person (therapist, counselor, etc.), validates the other person’s emotional intelligence becoming a contributing factor in the valuation cycle of the dream, thus opening the door for misinterpretation due to the therapists personal bias’s and desire to make money.

Columbia College (2013), offers one final aspect to the fraudulent nature of Freud, namely, the removal of morals in decision-making and the inclusion of Darwin’s Theory.  Essentially, Freud claims that the mind holds ideas from the Stone Age, past lives, and aggressive and sexual desires are inherited traits that allowed man to move from the Stone Age to the Modern Age.  Hence, sexual behavior is nothing more than taking the God-like desires to lift and edify from man through procreation, replacing them with instinctual desires of a hunter/gatherer, and saying go forth without consequences, because your behaviors are not your own, but your distant relatives; to which I cannot help but proclaim, bunk!

I find myself wondering whether Freud required psychotherapy because he lacked the ability to tolerate disagreement with his theories and felt secure in creating religious cultism with his adherents, among many other traits and attributes arousing suspicion about his sanity and ability to think coherently.  Leading to a question regarding the religious and cult-like dogma of Freud, why is he still popular in the world of psychology?  Since Freud’s theories continue to be discounted as invalid, why is Freud taught in schools or referenced as a scientific thinker?  Freud is a fraud; it is time for him to be relegated to the trash heap of history!

References

Aleshire, M. E. (2016). Sexual orientation, gender identity, and gender expression: What are they? The Journal for Nurse Practitioners, 12(7), 329-330. doi: 10.1016/j.nurpra.2016.03.016

American Psychoanalytic Association. (2017). Psychoanalytic Theory & Approaches. Retrieved from http://www.apsa.org/content/psychoanalytic-theory-approaches

American Psychological Association. (2012, August). Recognition of psychotherapy effectiveness. Retrieved from http://www.apa.org/about/policy/resolution-psychotherapy.aspx

Columbia College. (2013). Historical Context for the Writings of Sigmund Freud. Retrieved from https://www.college.columbia.edu/core/content/writings-sigmund-freud/context

Corbett, L. (2013, December 17). Psychotherapy based on depth psychology is a superior approach [Video file]. Retrieved from https://youtu.be/e4JQamcq24c

Delanty, G., & Strydom, P. (Eds.). (2003). Philosophies of social science: The classic and contemporary readings. Philadelphia, PA: McGraw-Hill.

Diamond, M. (2002). Sex and gender are different: Sexual identity and gender identity are different. Clinical Child Psychology and Psychiatry, 7(3), 320-334. doi:10.1177/1359104502007003031

Freud, S. (1920). Dream psychology. New York, New York: The James a McCann Company.

Hossain, D. M., & Karim, M. M. S. (2013). Postmodernism: Issues and problems. Asian Journal of Social Sciences and Humanities, 2(2), 173-181. Retrieved from http://www.ajssh.leena-luna.co.jp/AJSSHPDFs/Vol.2(2)/AJSSH2013(2.2-19).pdf

Hothersall, D. (2015). The history of clinical psychology and the development of psychoanalysis. In J. Hadley (Ed.), Psychoanalysis (pp. 2-53). New York, NY: McGraw-Hill. Available fromhttp://gcumedia.com/digital-resources/mcgraw-hill/2015/psychoanalysis-custom_ebook_1e.php

Kline, P. (1984).  Psychology and Freudian theory:  An introduction.  Routledge:  New Jersey.  (Kindle edition)

Lilienfeld, S. (2007). Psychological Treatments That Cause Harm. Perspectives on Psychological Science, 2(1), 53-70. Retrieved from http://www.jstor.org/stable/40212335

Locke, E. A. (2005). Why emotional intelligence is an invalid concept. Journal of Organizational Behavior, 26, 425-431. doi: 10.1002/job.318

Smith, B. L. (2012). Inappropriate prescribing. Monitor on Psychology, 43(6), 36. Retrieved from http://www.apa.org/monitor/2012/06/prescribing.aspx

© 2017 M. Dave Salisbury

All Rights Reserved

 

SMART Training –Shifting the Paradigm on Corporate Training

GearsCorporate training continues to be a difficult topic to describe, mainly because everyone seems to “know” what training is, but cannot understand what it is not, even when receiving inferior corporate training. As an adult educator, schooled and experienced in corporate training, let’s discuss corporate training, the principles, the need, and the student.

One aspect of organizational development needs to be considered at the outset, the difference between active and reflective listening. In active listening, the person not currently speaking pays attention to content and intent, engages in emotional meaning, focuses on removing barriers, and remains non-judgmental and empathetic. In reflective listening, the speaker and the listener take active listening and employ two-directional messaging to ensure mutual understanding. The central aim in reflective listening will always be the desire to achieve mutual understanding in communication.

The importance of understanding listening in training remains the utmost concern as the process of engaged, reflective listening producing the environment for the most potential positive training results. The needed 360-degree or two-directional communication to safely and more efficiently operate is critical in training and necessary in communication. Trainers must be able to gather anecdotal evidence and hard data to check for validity and veracity in training operations. Without a quality control mechanism that includes open and honest feedback, the trainer is operating in a vacuum and wasting corporate resources.

The majority of adult educators in the US today, and possibly much of the world, have become convinced of several untruths because the colleges teaching adult education seem fixated on teaching misleading concepts that ultimately do more harm than good. For example, ADDIE, as a methodology tool used to govern training, is useless without a quality control and a return and report function, both of which must be added to the basic ADDIE model; thus changing the design and interposing more personal opinion and bias into what became, with the addition of quality control and two-directional communication, an untested model. Colleges continue to press the ADDIE methodology as the only proper method for instructing adults, without changing or testing the basic ADDIE model. Other untruths include Maslow’s “Hierarchy of Needs,” which has been researched and found not entirely accurate, nor does it explain the natural needs and the current model of the world; thus, remaining just Maslow’s opinion.

By teaching untruths to the soon-to-be-adult educators, the adult educators go forth professionally to train other adults, using the same untruths. Thus fulfilling the axiom of GIGO, programmer’s aphorism meaning, “Garbage In results in Garbage Out.” Hence, the untruths are disseminated into future classrooms, and the company and the adult students lack proper training, resources are wasted, and the potential in training is lost.

Putting the value of training in dollars and cents is difficult, but the following will give an idea of the problem. Two kinds of money govern business, blue and green. Blue money is all about the potentblue-moneyial for good or ill to the bottom line of an action, process, tool, employee, etc. Green money is cold, hard, cash, and the food of bottom line health. What is the potential of cross-training employees? If done properly, incalculable positive results and consequences are forthcoming. If done incorrectly, immeasurable adverse effects and consequences will abound. Leading to a stunning observation; if enough blue money is burned, green money evaporates, and the business leaders have no idea how or why the bottom line is vanishing, and market share is shrinking. Since training is all about increasing an employee’s potential and runs the risk of the employee leaving the company, the potential costs and benefits remain difficult to quantify in dollars and cents.

As a newly hired operations manager, I made three expensive presumptions: 1. All the production employees were cross-trained. 2. The machine maintenance had been done properly, and the production machines were in top order. 3. The production employees knew the jobs they were being paid to accomplish. The presumptions cost a lot of blue and green money until rectified, which cost the plant valuable production time, temporary staff increased costs, and the need to perform the production floor manager’s position as well as the operations manager’s role until these three presumptions were corrected. Total cost from my hire date until resolved, 3-months of 50-hour weeks, and more than triple my annual salary in green money. With the total savings from higher potential after addressing the deficiencies, the annual salary of every employee in the plant multiplied by five.

Leading to how to increase potential, decrease blue money evaporation, and develop SMART Training, I have found the following ideas helpful to consider in creating hybrid solutions:

  1. Quantify and Qualify blue money loss. This sounds technical but is quite easy to implement.   I suggest the following principles for review and application:
    1. Respect those around you as potential superstars. Respecting includes employees or customers, vendors or shareholders, deemed less useful. Respect first, last, and always. People will always rise to the level of respect shown.
    2. Change your perception. How valuable or costly is a hammer when directly proportionate to the amount of training in the hands of the operator? If you, as the business leader, are not willing to change how you see the hammer, then it will be impossible to see the worker differently.
    3. Focus on people. Processes are how work is accomplished. Products and services support the company, but the people remain the variable requiring attention. Get out of the office, get onto the production floor, interact, ask questions, and know people.
    4. Freedom to act is a blue money saving principle. If the actions taken by individuals are rigidly controlled, the customer is not served, the problems multiply, and the result is wasted potential. Remember, for every dollar in potential money spent, five dollars in cash evaporates.
  2. Believe in cross training. It is said that Soldiers, Sailors, Airmen, and Marines love to train. They might grumble, moan, and complain, but the training helps lift the morale, empowers the individual, and enhances the individual self-image and self-worth. The same is true in business and every other human endeavor; embrace a love for training.
  3. In accordance with item two above, make sure that the training is valuable and SMART. Relevant training is a knowledge object that can be used immediately, often, and is easily recognized by other employees as something to aspire to obtain.
    1. SMART training is specific; if the employee is to be a cashier, do not include forklift training with cashier training.
    2. Measurable, can the employee feel they learned a job-ready skill. Attainable training is training that can be achieved. For example, not everyone needs to be a nuclear physicist to perform well in customer interactions. Scale the training to meet the tasks at hand. Yes, training should be tough, but attainable.
    3. Realistic training is directly applicable to daily tasks, not trying to cover 20-years of hypothetical nuance, but realistic to daily production goals.
    4. Timely training means to train the employee to the job standard, as it is designed currently, not 5-10 months down the road.
  4. Training has a shelf life; thus training must adapt and change as the business changes. Allow training to live and die as needed to meet the business needs. This also requires cognizant and purposeful planning for strategic and tactical goal realization. Nothing is worse than receiving training in a classroom, then needing to receive different training on the floor because the trainers do not know current operations.
  5. Organizational design. This topic seems peculiar to mention in an article regarding training, but please note, many times, the disconnect between training and operations is not the training or operations, but how the organization is designed. An example, during a project recently concluded, I saw this principle first hand; a common theme on the production floor was a feeling of disconnect between higher levels, e.g. director level and up leadership and senior manager level direction and down. Because of the perceived disconnect, e.g. front-line employees thinking and feeling the higher level leaders are not interested and engaged, and the real disconnect, e.g. the leaders changing methods of work without understanding the processes, procedures, and technology in the work performed, many problems on the floor were never discussed and resolved, simply Band-Aid solutions applied with the hope the core problem goes away, while complaining that the leaders did not have a clue. Use the following to improve organizational design concerns:
    1. Problems in organizational design are easy to spot and discern during process reviews; this is a valuable time; use it well. Thus, never let a process age beyond 18-months and always ensure each process has a single individual responsible for the shelf life of the process.
    2. Use the quarterly, semi-annual, and annual employee events to listen to employees, talk with staff, and take these thoughts back to strategic and tactical planning meetings to direct resources to qualify and quantify the comments from employees, then act promptly, and keep the employees in the communication loop.
    3. Stop the Band-Aid solutions. If the problem needs a Band-Aid, the problem is bad enough to invest actual time and resources in fixing properly. Communicate using reflective listening to achieve two-directional communication with mutual understanding.blue-money-burning
  6. The student in corporate training can be the customer, a shareholder, a vendor, another employee, etc. Training should be an ongoing topic looked forward to as an enabling event. Want to quickly see if the training is SMART? Listen to the comments made by employees when annual compliance training is announced. If there remains a monumental lack of enthusiasm, training is not SMART, not valuable, and blue money fire pits are raging, burning potential directly and green money by remote. Hence, the following tips should help in understanding the student more completely:
    1. Regardless of mode, make sure the student is known before training occurs. Knowing the student ensures the proper language is employed in offering training, and the trainer and the student can relate to each other and the topic under discussion.
    2. Know what the student expects to receive from the training and then adapt the training to meet the expectation. Even if the student does not know what they desire in post training, allow the student to vocalize and establish expectations.
    3. Confidence in training comes from trainers knowing who they are and what they offer. If teachers are not confident, students will never be confident and will have been taught how not to be confident in acting upon the training principles.
    4. “Enthusiasm,” per Henry Chester, “is the greatest asset in the world. Enthusiasm “beats money, power, and influence.” Enthusiasm is sourced in confidence and trust. Faith in the topic is acquired by being trained and trusting in the application and organizational design to support the issue being taught. Enthusiasm is easily taught; teach by example and others will follow!

Employ voice-of-the-customer (VoC) surveys more completely. Make a team of highly professional, and soon to be promoted to team leader, employees and have them administer the VoC program. Employ the VoC as a tool to improve the business processes, procedures, and organizational design. Possessing inputs for training topics, directing customer interaction resources for marketing, and understanding the role of potential (blue money) inherent in the business products and services, as well as the employees delivering on the company promise for customer interaction, improves the business processes, procedures, and organizational design. By employing seasoned employees, the VoC becomes an organizational tool worthy of the customer and the cost of collecting the customer’s input.

There remains a great need in business for SMART training, which includes realizing the potential in people and processes to influence for good or ill. Tooblue-money-burning-2 often the problem in lost bottom-line or dropping market share is not found in green money costs but in blue money waste. When costs need cutting, always look first for lost potential and save the potential first. If the potential waste is not stopped first, the blue money will continue to burn and will morph into different budget areas because the potential lost is a raging forest fire untended and burning green money.

© 2017 M. Dave Salisbury
All Rights Reserved
Copyright for images used is retained by the original creator and used under fair use.

Man’s Inhumanity Towards Man: Shifting the Leadership and Customer Service Paradigm

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Recently, I was asked, “What does customer service mean to you?” The question continues to reverberate in my mind. Drawing upon several recent experiences, let’s discuss why customer service continues to be useless, debilitating, and demeaning. Finally, let’s imagine a way forward, a new paradigm for understanding the relationship between people as human beings, customers, and employees, who all deserve the best customer experience we, the professional customer-facers, can provide.

For the record, my wife considers the first example a genuine customer service success and remains a pleased customer. Since the first example concerns both of us, I see the customer service provided as a fail and will explain in greater detail below. According to my wife, this example is a win because of the treatment and ease of concluding her part in the customer service example. This separation of beliefs highlights another reason why voice-of-the-customer surveys (VoC) should not be a knowledge performance indicator (KPI) for service professionals. Service delivery is ambiguous, and as the disconnection between my wife and I represents, service value is in the eye of the beholder.

The first example begins with Amazon.com. The end user received their order for a product (the customer was served), which also contained two items not requested, not ordered, and not paid for (an additional hassle for the customer). The customer service department, at Amazon.com, was consulted and the agent informed the customer, “Since the cost to return the products did not justify shipping the products back to Amazon, the customer could keep the products” with Amazon’s blessing. This is not a good customer service experience for several reasons:

  1. The customer now has to dispose of new products not needed or wanted.
  2. The only justification for not returning the products was the cost, e.g. inconvenience, to Amazon.
  3. The underlying problem, receiving parts not requested, did not come with a solution that served the customer; nor, did the option to keep the parts improve the customer experience.

While the customer-facing agent was kind, considerate, and per the company guidelines acting in all good faith to the customer, in the interests of the company the customer was not served even though a solution was generated and the customer went away. Consider the person who was supposed to receive these parts. They will have to call and either receive a bill credit or the parts need to be shipped, thus delaying the other customer as well as not serving that customer by respecting their time, resources, and honoring the customer’s commitment to using the retailer Amazon.com. With both customers not being served, how can Amazon.com, or any business organization, dare refer to these customer interactions as “service.”

Regarding the next two examples, I am purposefully vague about the entities committing the customer “dis-service” at this moment, for a reason. I do not want distractions, e.g. reader bias, to interrupt or interfere with the focus upon the incidents by naming the organizations. The second example comes from an infamously poor government office that has a reputation for providing poor service to their customer base. The third example comes from a truly infamous retailer who is already struggling but generally has much better customer interactions. The second and third examples’ names will be provided later in this article.

While dealing with a large government entity, both in person and over the phone, three separate and divergent answers to the same problem were received over the period of five different opportunities to assist the customer. By stating this experience happened with a government entity, many people already are presuming the experience was bad. It was, and this is an acceptable and reasonable policy for bureaucrats to exemplify. I disagree most heartily that any government office can produce poor customer interactions and skate by blithely. Since all governments cannot operate without forced taxation, the government entity should be providing better, not worse, customer interactions than those found in the private sector and the need to hold the government to a higher standard is sorely lacking. More to the point, the original problem remains unresolved more than 15-days after the problem was promised a solution within 5-business days. What amazes me the most in this affair is the nonchalance, non-interest, and forthright noncommittal that government employees are allowed, nay encouraged, to get away with in customer interactions with those same taxpayers, who both need help and pay the taxes to keep the government employee employed.

Third, a recent example occurred during this now past holiday season; a customer approached a company representative for directions; the company representative did not have any pressing duties to occupy his/her time and can leave his/her assigned post to aid customers in improving the customer experience. I know this, as I checked with the manager and witnessed the customer service provider playing on a cell phone moments before being asked a question. The company representative gave a broad hand, and arm gestures yelled at the customer and appeared in all appearances to be inconvenienced by the customer’s request for directions. The company’s policy states the company representative is to walk the customer directly to their desired destination and await the customer’s pleasure to return to their original post as the only method to handle this type of service request. When this was brought to the manager’s attention, the manager acted shocked in front of the customer raising the complaint, and then took no action, as the additional action was deemed “not warranted” per the manager’s murmured comments to other employee’s in the vicinity. More to the point, the manager took the opportunity to bad mouth the customer raising the complaint and presented the complaint to other employees, who “snickered” at the language the manager used to describe those making complaints, while falsely thinking the customer who is raising the concerns was not paying attention.

Finally, a recent example from a major fast food franchise, while Burger King as a corporation should not be held accountable for the work the franchise performed, the customer service example remains priceless in showcasing the uselessness of serving the customer and the need for training customer interaction professionals. While using coupons, the customer became confused in the “legal print, ” and the order took longer to place and pay for than normal. The cashier at this point does three things: 1. Assumes the confused customer cannot hear; 2. Bad mouth the confused customer to the next three customers who were waiting patiently; and 3. Blames the customer for taking too long to order their food. Later, the cashier approached the confused customer, blamed the incident on him, offered a faux apology, and walked off muttering about stupid customers not understanding the reality of fast food restaurants.

In the third example, do not be distracted by the poor leadership being presented by the manager. Focus instead on the customer interactions: two different customer experiences, both deemed “acceptable customer service” by the powers that control the experiences. Neither customer was served nor was the problems solved. The first customer found a more helpful company representative who followed the company policy, and the second customer interaction with the manager only strengthened the customer’s resolve to continue to avoid the retailer. Two opportunities to grow a new relationship, enhance a new paradigm upon the customer, and promote goodwill and loyalty with the local customer base were missed. Customer interactions can and should be held to a higher standard, and the following defines my position that focusing solely on customer service is useless along with steps to improve.

Focusing solely on “serving the customer” is useless as all the customer receives is a meeting of their stated needs. In the third example, the customer received directions; thus, the customer’s need was met, and service was provided. In the first and second examples, the customer needed information and a plan of action to overcome the situation experienced. Even if the work resulted in the customer needing to take more action, the customer was “technically” served. In the fourth example, the confused customer received his food, was able to use a coupon, and was thus “served.” Is it apparent that merely serving the customer is useless?

The service to the customer, while technically meeting the customer’s needs, remains not just poor but pointless; all because the focus of the organization is honed to simply provide “service” or meet the customer’s stated need at the lowest cost, the fastest interaction, and the least amount of effort for the company and those employed to provide customer service. Sometimes all that is wanted by the customer is to resolve the problem quickly and efficiently and courteously and move forward with their lives. This is yet another reason why freedom is needed in customer interactions to serve as needed for each customer making contact. Customer facing professionals deserve better from their leadership than simply “providing service to customers.” Customer facing professionals need leadership, guidance, and freedom to develop the rapport necessary to shine their personal, professional pride into the customer interaction, all with the intent of not merely “serving a customer’s needs,” but providing opportunities for the customer to be motivated to brag about their unique customer experience.

In practice, the following steps should be the underlying governing principles to move from service to professional pride.

  1. No matter the method for customer interaction, make the time to show genuine interest in the customer. This will require making conversation, employing reflective listening techniques to ensure mutual understanding of the customer’s position, and representing the company with professional pride. For the customer-facing employees to show pride in the company the company leaders need to ensure the “What” and the “Why” is known to the employees’ so the employee can exemplify the “What” and the “Why” to customers. Leadership is key to communicating with a purpose and promoting the spirit of reflective listening in an organization. Make the connection of mutual understanding and most of the customer problems shrink in size.
    1. Active listening is good, but it doesn’t make the grade anymore.
    2. Reflective listening is all about making sure mutual understanding has been achieved.
    3. Mutual understanding provides one interaction resolution, goes beyond simple servicing needs, and displays the pride and professionalism of the company’s commitment to customer interactions.
    4. Reflective listening can be employed in voice, email, instant message, and face-to-face customer interactions and reflects an easily attained step up from only actively listening.
  2. Promote the customer experience by not differentiating between external and internal customers, treat them all as valuable customers deserving attention, focus, eye contact, and validation that their concern is justified and worthy of attention. Act in a manner that the customer deserves the best, and the spirit of customer interactions will infuse all the customers with a commonality of desire, hope, and professionalism. As a customer interaction professional, how much better do you offer superior interactions with customers when you, receive excellent customer interactions from the company you spend time representing?
  3. Remember to make the human connection in human interactions. Using reflective listening, focus on the clues, the body language, the tone of voice, and acknowledge these communication streams through competent action. For example, if the customer is perceived as stressed and is speaking in a clipped and hurried manner, respond kindly, but through accurate and speedy action acknowledging the customer’s stress and meeting the customer’s need by respecting their time. Human interactions are improved through human connections that reflect respect and that embody this principle in every human interaction, and the customer-facing employee becomes a customer’s hero. Using the information above, are we not all customer-facing employees; yes, we certainly are!
  4. Freedom to think and act in the interest of the customer, based upon sound critical thinking skills, is exemplified at the time of the interaction without second-guessing after the interaction. This happens more often in call centers, but every customer-facing employee has had this occur to them. At the moment, the decision appeared the best course of action, but after the interaction/interference of a manager or a quality assurance (QA) employee has second-guessed and provided “advice” that does not provide value to future customer interactions, doubt is planted removing confidence in acting appropriately in the future. Does this mean allowing poor judgment to survive? Absolutely not; it does mean that the “advice” needs to model and reflect value for future decisions, not cast aspersions upon the previous decisions.
  5. SMART Training. Everyone knows the axiom for SMART Goals; training should also embody the principles of and reflect SMART, “Specific, Measurable, Applicable, Realistic, and Timely.” If the training does not meet SMART levels, the training is not valuable to the persons receiving the training. Make the training SMART, and the potential for improving professionalism in customer interactions grows exponentially.
  6. Never stop learning, never stop reaching, and never stop growing. How often does training cease for employees after the new hire training concludes? How is a new employee supposed to meet the demands of a constantly changing customer population without ongoing training? More specifically, should managers, team leaders, directors, VP’s, and the C-Level leaders also continue to learn and receive training in their positions, roles, and company? If the front-line customer-facing employees need constant refresher training, then every customer-facing employee needs constant refresher training that meets the SMART training guidelines and provides value to the individual using that training.
  7. Stop wasting resources on unproductive goals, e.g., serving customers with excellence. Serving customers, even with “excellence,” remains a useless and wasteful activity; eradicate the term “customer service” from the company vernacular and memory. Begin by realizing the opportunity provided in customer interactions to grow the business, supporting customer interactions through reflective listening where mutual understanding is the goal, and by acting upon the mutual understanding achieved.

We, the professional customer-facing providers, can and should be able to onboard these principles and lead the eradication efforts to remove customer service from our focus and professional labels. The importance of not serving the customer, but elevating the customer interaction, cannot be understated. The customer experience needs to be elevated with reflective listening and prompt action to mutual understanding and a sense of mutual growth as partners in using the company’s products and services. The customer is too important to continue to waste resources only to serve. Make the opportunity to deliver and elevate, and the bottom-line will take care of itself abundantly. The organization in the second example is the Department of Veteran Affairs. The organization in the third example is Target.

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© 2017 M. Dave Salisbury
All Rights Reserved – Image Copyrights used under Fair Use and are not included in the authors copyrighted materials.  AZ Quotes retains image copyrights.

Key Performance Indicators (KPI’s): Shifting the Paradigm and Bringing Balance to Measuring Employees

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Key Performance Indicators (KPI’s) continue to be a “buzz phrase” and a measuring tool, a flavor of the month managerial concern, and a disastrous issue in employee relations.  Why is this a disastrous issue in employee relations?   KPI’s have no meaning, no value, and are not grounded in reality.  For all the resources invested, KPI’s continue to reflect a bad investment at best.  Yet, hope remains for KPI’s if the paradigm is shifted and new thinking on an old topic is undertaken.

KPI’s are to reflect what is needed for an employee to be adequately measured for performing the role of the position hired.  This KPI definition is the simplest statement on this topic and forms the backbone of the discussion herein.  Since KPI’s are all about measurement, knowing what is being measured, and why this particular aspect is being measured, the specific actions required to improve must be clear, concise, and easily discussed.  Please consider a common thought:  when was the last time KPI’s were reviewed for accuracy and the information being produced evaluated for veracity and actionable application?  If the answer is “I don’t know” or longer than 24-months previous, this is the first problem.

KPI’s should be producing actionable data.  For example, Net Promoter Score (NPS) is a KPI in which a baseline is established.   What is the baseline?  What are the parameters for high/low?  What specific actions can an employee take to improve NPS to meet the parameters?  Does the KPI standard make sense to the new employee?  Can a seasoned employee easily explain improvement to a new employee?  Actionable data is crucial in KPI discussion.  If the KPI is not directly tied to actions, why is this a measurable KPI?

Here is another point regarding actionable data in measuring KPI’s. Active Issues (AI) is a general KPI in many service related call centers.  Can an employee receive a zero (0) as a measurement?  The most frustrating conversation I ever had on a project was being charged an AI because the measurement system could not accept a zero in this category, even though the company preached zero-AI to all employees.  Obtaining the desired KPI meant the employees had to be charged an issue and, in being charged the issue, were then held accountable for not reaching the desired AI goal of zero.  Actionable data must be able to accept the performance desired and achieved to meet the employee performance.

KPI veracity is found in the usefulness of the data to the individual employee and direct supervisor.  KPI actionable application is found in being able to specifically identify actions the employee can take to improve performance on a single indicator.  This actionable application hinges upon the need to understand what is being measured and being able to explain why it is being measured along with the value of that measurement to the overall organization.

For example, Average Handle Time (AHT) is a common call center KPI measurement.  Is AHT being measured because you do not want employees on the phone too long or what about too short handle time?  What value is AHT measuring and how does AHT benefit the company overall?  Can the direct supervisor specifically speak to actions the employee is making to improve performance?  All of these questions must be addressed to empower the employee in how to improve based upon KPI measurement.

During my first performance interview in a call center, I asked about KPI’s, specific actions to take, what the numbers meant and what did improvement look like for each of the 40 KPI’s being discussed.  The answer on the majority of the KPI’s, from my front-line supervisor, was “I don’t know.”  More egregious was the insistence that “it works” and to not “rock the boat.”  The supervisor refused to find out what the KPI’s meant because the supervisor had no idea where the measurements came from, who was responsible for the KPI’s, and did not want to “rock the boat.”

Another issue regarding actionable application and veracity is the power of surpassing expectations.  Should an employee surpass the expectation, is the employee harmed because of being better than the KPI dictates?  An example of this is found in another common call center KPI, After Call Work (ACW).  If the standard for ACW is 10 seconds and the diligent employee drives their ACW to zero (0), per the published company desired goals, can the KPI measurement accurately reflect the employee’s performance?  If not, the KPI process is having significant issues in delivering actionable and truthful data to organizational leaders.

Here is another real world example on KPI failure.  While working a project in a call center, I discovered how to obtain KPI excellence in ACW and taught managers and other employees how to obtain KPI excellence in ACW.  At the end-of-the-month meeting for KPI adherence, I won an award for obtaining 0 ACW, but the bonus check was based upon 1-second ACW because the KPI measurement system could not accept a 0.  More to the point, I also received a counseling statement for having time in ACW.  The award and counseling statement were delivered the same day, and the manager did not see the irony or problem with the KPI issue.  The insult to injury came when pointing out this error and being told by the VP of Customer Service that the business will not change to accommodate.

When working with KPI’s, the data must be able to be tied to specific actions of those being measured.  The actions are being measured and weighed, and the actions need to make sense by providing logic to the employee.  The KPI might make sense to an organizational leader or a high-level manager, but if the employee being measured cannot logically understand the KPI, the measurement cannot accurately reflect actionable data.

For example, “Voice-of-the-Customer” (VOC) remains a favorite call center KPI, but many times, the VOC score does not make sense as the actions the employee is told to take often do not impact a VOC because the customer survey is all about the perception of the customer, not the work of the employee.  If the customer does not like the data presented and with spite and envy fills out the VOC survey with malice and vindication, how is the customer agent expected to make improvement inVOC?  The customer service representative cannot influence the customer after the call and before the survey is completed; the customer is making choices; providing the best service is irrelevant and the employee is punished for a low VOC.  If the agent delivering service does not control the actions, the KPI is both inaccurate and ineffective!

ACW and AHT bring up an excellent auxiliary topic, baselines.  Baselines are averages and beg the questions as to when and who established the basic data being averaged to measure performance?  How were the baselines established originally?  Have the baselines been reviewed for application in the current business environment?  Do the baselines still make sense?  More specifically, if the baselines and averages do not reflect current reality, why are they still a KPI?  If training to meet the KPI is insufficient, how can an employee meet the rigors the KPI demands?

On a call center project, I asked when the AHT/NPS/ACW/VOC and other KPI’s were established.  The front-line supervisor was part of the project in their first year of employment to establish KPI baselines.  The supervisor was a 15-year veteran of the company and I asked when the baselines would be reviewed due to new technology, new processes, new procedures, and business changes since inception of the original baselines.  The response remains classic, “Why should the baselines change.  This is why they are called baselines.”  Baselines should change as the KPI’s are reviewed.  When products and services change, the baselines need to be reviewed to ensure veracity and applicability.  More specifically, actionable data takes a downturn when baselines are insufficient to proper measurement of performance.

What does this mean for the paradigm?

  1. Plan to review the KPI as a process at a minimum of every 18 months and sooner if products and services change. Review sooner if technology shifts and every time a trigger in the company processes occurs, e.g., back office changes, legislation, etc.  Regardless, set in place plans to maintain KPI shelf life and allow the KPI process to live, change, and become a tool to improve people.
  1. Make a single person responsible for each KPI being measured. For example, if there are 15 KPI’s in an employee’s performance review, then 15 different people should have a collateral duty to be responsible for the life of that KPI.  These people should be approachable, knowledgeable, and have an in-depth knowledge of the job being done to adequately measure the performance of others and how this influences the company’s goals and objectives overall.  More specifically, if those in charge have not performed the job, why are they in charge of the KPI to measure the job?

I worked on a project where the senior leaders, team leaders, directors, etc., were required to spend 8-hours a month on the phone as a front-line customer-facing representative in an effort to keep the leaders knowledgeable of the front-line tasks, current customer environment, and to gage process and procedure application in a real-world.  The customers and the customer-facing employees appreciated seeing this, and it made the leaders more cognizant of what is happening in the business from a front-line perspective.

  1. Never allow the KPI to be a punishment tool. Training, yes; development, absolutely; punishment, never.  Should actions have consequences, yes; but these consequences must be separated from the KPI measuring system.  Triggers for front-line supervisors from the KPI’s need to be removed and placed into the hands of human resource managers and non-frontline superiors/directors.  This allows for the relationship of training to remain with the front-line supervisor and places the control for KPI consequences at a level where the employee can receive a neutral assessment of performance.
  1. Never allow a KPI to be measured if the employee does not have 100% control over how to improve that KPI. While NPS is a fine item to measure, do not allow NPS to be a performance item, use this as a bonus item at best or a team item for judging team performance, but individuals must have 100% control over their own performance for a KPI to be actionable.
  1. Simplify KPI’s. Remember the elevator speech.  Can the KPI measurement be discussed in an elevator speech?  If not, the KPI’s need to be simplified, honed, and focused.  Imperative to effective KPI’s remains actions the individual can control.
  1. Drop the canned phrases, key words, and other “flavor-of-the-month” managerial gimmick. KPI’s should never be based upon word adaptation.  Every person does not successfully use terms someone else uses to succeed.  Personalization helps the customer feel their problem is original.  Canned responses rob the customer of this feeling and the customer feels “shoehorned” into the one-size-fits-all answer.
  1. Remember the individuality of the employee when choosing which KPI is to be measured and how that measurement is created. For example, once a baseline is established, does the employee retain the freedom to control their own destiny in meeting the KPI or is the employee “shoe-horned” into one-size fits most measurement device?
  1. Action plans need KPI’s; KPI’s need action plans. As a measurement tool, gauging actions and placing a statistical variable onto that tangible, a non-static atmosphere enveloping the KPI conversation is needed.  If the plan needs measuring, there must be a KPI.  If the KPI is to achieve the most use, an implemented action plan to be measured must exist.
  1. Don’t settle for what every other business measures in the industry. If AHT does not fit your call center, remove it.  If a manufacturing employee cannot control cycle time, do not use it to gauge employee performance.  KPI’s should be a hybrid solution to measuring employee actions and not represent KPI measuring to an e3-direectional-balancentire industry.  Allow the KPI measuring system to be individual, explainable, and conducive to all employees being able to detail the “why” and the “what” in measurement.
  2. Do not forget to include the “how.” How does an employee improve?  How do the numbers directly represent actions?  How easy is the KPI measurement system explained to another person?  Once the “why” and the “what” are known, the “how” should be a simple extension of the logic in the KPI process.

 © 2016 M. Dave Salisbury
All Rights Reserved – Note: I do not own the rights to the images used.

Biology in Action – Or, Can an organization be successful inside another organization?

Program Note, much of this blog was formed and used as responses to discussion assignments at the University of Phoenix.  The assignments were completed first and this is mentioned to avoid plagiarizing myself.  This topic is vital to understanding hierarchy in organizations, understanding labor unions, and creating an organizational culture of respect.

The question was raised, “Can an organization exist within another organization?”  The short answer is absolutely.  The human body is a perfect example of this principle as it forms symbiotic relationships with all its systemic organizations to maintain the health of the whole body.  Applying the principle of symbiosis to a business organization is very possible and advocated. 

The principle of symbiosis is simple:  mutual dependence or reasoning that the overall health of the two organizations is improved by working together.  The opposite of symbiosis is virus.  The principle work of a virus is to take from the host in an adversarial capacity, regardless of the host’s physical/mental/ spiritual health or future well being.

The body has been reported to form viral and symbiotic relationships to improve the life and well being of the host.  Biological research explains the benefits of viral and symbiotic relationships to the host or body, long and short term, and why and how they work.  I mention this solely because I do not want a perception to be fostered of virus equals bad and symbiosis equals good.  Shen (2009) writes about the need for study into beneficial viruses as a method for fighting disease and improving the biological organization.

Biology has a direct bearing upon organizational design, organizational change, and organizational hierarchies, to name but a few practical applications for benchmarking biology into organizational leadership.  As an example, vendors and customers form vital links with a host organization; the most important of each party becomes a stakeholder in that organizational host.  Both parties could form a viral or symbiotic positive or negative relationship, and both positive and negative relationships can be beneficial to the host organization.

A recent event in the airline industry demonstrates the principles of symbiosis and virus in action.  Many unions in the airline industry cross between hosts.  For example, the pilot’s union crosses between US Airways and American Airlines.  American Airlines pilots go on strike for more money, but the US Airways pilots do not go on strike.  Current events declare what happened next, the unions banded together against the American Airlines host and forced a merger between American Airlines and US Airways.

Had the unions been in a symbiotic relationship the pilots and the managers at American Airlines would honestly communicate intentions, desires, and come up with a plan that benefits all sides in a win-win solution.  Always remembering, the host “American Airlines” provides parties, the managers and pilots, in the labor dispute with paychecks, employment, and other benefits, so the life of the host should be of paramount concern.  Other interested parties in this discussion are the airplane mechanics unions, the ticket counter unions, the steward/stewardess unions, and other parties such as airport organizations, flight controllers, and the American Airlines customers.  Many people depend upon the life of the host organization for their livelihoods, just as the entire body depends upon the life-processing resources of the heart.

The question remains, is the distinction clear enough?  When unions choose to be viral, they force concessions from the host, initiate mergers for personal power, and run to friendly judges and governments to empower themselves, regardless of the host.  Hostess was forced into receivership because of the labor unions closing a well known brand and destroying the lives of millions of customers and thousands of union and non-union employees.

Those in the labor dispute have a choice to make based upon their perceptions and intentions:  whether to become a virus, consuming or confiscating resources until the host is exhausted of physical and/or intellectual assets, damaged, and destroyed or to be symbiotic in nature and find mutually beneficial ground, compromising and negotiating desires to facilitate the survival of the host as well as its own survival.  Each customer, vendor, stakeholder, etc., faces this decision in dealing with the host:  Is it better to negotiate or not to negotiate? If the answer is affirmative, symbiosis is beginning.  If the answer is negative, a viral position has been decided.

Long have I maintained that the study of biology improves organizations; knowing how to differentiate between viral and symbiotic organizations provides the distinction to guide organizational change and even conduct day-to-day operations.  For example, being able to identify contractors based upon the principles of virus and symbiosis can safeguard the entire host organization.  A contractor representing a virus will confiscate or consume resources and return waste.  A contractor representing symbiosis will use resources to magnify or increase the value and health of the host organization.  The differentiation is not so much a discussion of dollars and cents as it is the distinction of service, quality, and attentiveness to the host brand.  Thorough understanding of the principles of virus and symbiosis from a study and knowledge of biology provides the basis upon which new paradigms are designed, new organizational cultures and hierarchies established, and the power of relationships are harnessed for the betterment of all, not just a few.

Reference

Shen, H. H. (2009). The challenge of discovering beneficial viruses. Journal of Medical Microbiology, 58(4), doi: 10.1099/jmm.0.002246-0