Category Archives: Kate Zabriskie

One-on-One Meetings Matter More Than You Know

By Kate Zabriskie

Kate Zabriskie-One-on-One Meetings

There are only two of us in my department. Why should I bother with a formal meeting? We sit right across from each other.

I tried meeting individually with my direct reports, but they had nothing to talk about. Besides, we’re all adults. We know what we’re supposed to be doing at work.

I work in a matrix environment. I see my direct report about once a month, and that’s usually at a larger meeting or when we’re passing each other in the hallway. I have no idea what he does. At review time, I rely on other people to tell me.

Without trying too hard, it’s easy for many managers to compile a long list of reasons not to meet with the people they supervise. 

And guess what? The volume of reasons does not outweigh the value and importance of a regularly scheduled tête-à-tête with a direct report.

If you’ve fallen out of the habit of holding regular one-on-one meetings or if you’re not getting all you could from them, now is the time to take another look Click To Tweet

Benefits of Regular One-on-One Meetings

If used correctly, over time managers and employees can enjoy many benefits by meeting one on one.

  • Visible appreciation: Time is currency. If managers carve out time for their people and are prepared when they meet, they show they value their direct reports.
  • Better thinking: Regular one-on-one meetings give managers and employees space to step away from the urgent and immediate and to think more holistically and strategically about work, goals, and development opportunities.
  • Stronger results: Accountability tends to improve when people have an opportunity or a requirement to report on their progress.

The Perfect One-on-One

Once a manager has bought into the value of one-on-one meetings, the next step is to execute them in a way that works for the manager and the employee. Good one-on-one meetings are not one-size-fits-all activities. That said, there are a few guidelines that can make a one-on-one meeting successful.

  1. Pick a schedule and stick to it. One-on-ones shouldn’t regularly disappear from the calendar simply because something else suddenly comes up.
  2. Choose a frequency that makes sense. For some people meeting once a month may be enough. For others, meeting weekly may be more appropriate. Every relationship is different. Furthermore, circumstances evolve. Depending on what’s happening inside and outside of the organization, an employee’s needs could change drastically. Meeting frequency should be looked at from time to time. If the rate of meetings is correct, managers and employees should not routinely find themselves with no reason to meet.
  3. Follow a written agenda. Well-run one-on-one meetings are not free-for-all conversations. They follow an agenda just as any other good meeting does. A one-on-one meeting agenda might include such topics as current projects, progress on yearly development goals, current challenges, and so forth.
  4. Put employees in the driver’s seat by having them manage and document the agenda. As a manager, you may create the initial agenda format. But once you do, your employees should take ownership of the documents associated with their one-on-one meetings.

Troubleshooting

One-on-one meetings rarely go from nonexistent or dysfunctional to perfect overnight. For that reason, managers should prepare to overcome a variety of obstacles.

Obstacle 1: Employees question the new meeting.

Solution: Reduce the surprise factor. If a manager has never held one-on-one meetings, they might come as a surprise to employees. To avoid feelings of uncertainty, confusion, or worse, socialize the idea before loading the calendar with unexpected surprises. “This year, I would like to focus more on individual development. Within the next week or two, please expect to see a meeting request from me on your calendar. I believe we will all benefit if I spend time with each of you individually at regularly scheduled intervals. How often we will meet will depend on each of your needs and what we decide together.”

Obstacle 2: An employee doesn’t take charge of the meeting.

Solution: Show them how. A good agenda can go a long way toward making the conversation flow. Although employees should have ultimate responsibility for keeping the agenda, this may take time. In the beginning, managers may have to model what they want to see. “For our first few meetings, I’ll prepare the agenda. Once we’ve found our groove, my plan is to turn it over to you to own. This means you’ll add to it between meetings and bring a copy for you and me when we meet.”

Obstacle 3: An employee gives short or general answers to questions.

Solution: Get specific. The more focused a manager’s questions are, the better the conversation tends to be. For example, instead of asking “what are you working on,” a manager might say, “tell me about the project that is going best right now and why that is.”

Obstacle 4: An employee seems unresponsive.

Solution: Leverage silence. When managers don’t get immediate feedback, they sometimes mistake silence for non-responsiveness. It’s important for managers to remember they already know the questions. The employee is hearing them for the first time and may need some time to digest and think about what’s being asked. Instead of rephrasing questions that don’t produce an immediate answer, managers need to get comfortable with letting silence sit in the room.  

Reevaluate From Time-to-Time

Like anything, one-on-one meetings can get stale. It’s important to look at the format and frequency from time to time and to solicit feedback regarding what’s working and what isn’t.

If you’ve fallen out of the habit of holding regular one-on-one meetings or if you’re not getting all you could from them, now is the time to take another look. After all, can you really afford not to?

Kate Zabriskie is the president of Business Training Works, Inc., a Maryland-based talent development firm. She and her team help businesses establish customer service strategies and train their people to live up to what’s promised. For more information, visit www.businesstrainingworks.com.

The Overlooked Management Tool

Staff Meetings Matter More Than You Might Think

By Kate Zabriskie

Kate Zabriskie-chatI sit right next them. We don’t need to have a staff meeting.

I used to have staff meetings, but we stopped having them. Nobody had anything to talk about.

We have enough meetings. We certainly don’t need another.

For a myriad of reasons, many managers don’t hold regular staff meetings. Furthermore, most who do don’t get the most they could from them, and that’s too bad. Good staff meetings can focus a team, energize employees, and engage them in ways ad-hoc interactions don’t.

So how do you turn a halted or ho-hum approach to staff meetings into a high-functioning management tool?Employees usually enjoy their jobs more when their organization’s leaders talk about the importance of their work. Click To Tweet

STEP ONE: Connect Daily Work with Your Organization’s Purpose

In addition to distributing information, staff meetings present an opportunity to connect your team’s daily work to your organization’s purpose. If you’re thinking, “My people know how their work fits into our overall goal,” you would be wrong. In fact, if you ask your group what your organization’s purpose or your department’s purpose are, don’t be surprised when you get as many answers as there are people in the room. (And you thought you had nothing to talk about in a staff meeting! A discussion about purpose is a good one to have.)

Purpose is why you do what you do. You connect the work to it by explaining how what people did aligns with the greater goal. For example, the head of housekeeping at a busy hotel might hold a meeting with the cleaning staff. In that meeting, the managers might recognize a team that received a perfect room score from all guests who took a survey and then talk about purpose.

The purpose of the hotel is to provide people a safe and comfortable place to spend the night. Having a clean, welcoming, and functioning room is one of the ways a cleaning staff achieves that goal.

By regularly connecting such activities as cleaning toilets, making beds, and folding towels to the guest experience, the manager highlights why each of those activities is important.

No matter what they do, employees usually enjoy their jobs more when their organization’s leaders talk about the importance of their work. They also tend to make better choices if they receive frequent reminders about purpose and what types of activities support it.

STEP TWO: Highlight Relevant Metrics

Connecting work to purpose usually works best when a team focuses on both anecdotal and analytical information. If you don’t currently track statistics, start. What you track will depend on your industry. However, whatever you decide should have a clear line of sight to the larger goal. For instance, a museum that holds events to attract new members might track the number of events held, contact information collected, memberships sold, and the percentage of new memberships that come as a result of attending the free event. With regular attention placed on the right metrics, the team is far more likely to make good choices as to where it should focus its efforts.

STEP THREE: Follow a Formula and Rotate Responsibility

Successful staff meetings usually follow a pattern, such as looking at weekly metrics, sharing information from the top, highlighting success, a team-building activity, and so forth. By creating and sticking with a formula, managers help their employees know what to expect. Once employees know the pattern of the meeting, many are capable of running it because they’ve learned by watching. Managers then have a natural opportunity to rotate the responsibility of the meeting to different people. By delegating, the manager is able to free up his or her time and provide employees with a chance to develop their skills.

STEP FOUR: Celebrate Successes

In many organizations, there is a huge appreciation shortage. Staff meetings provide managers and employees with regular intervals to practice gratitude.

“I’d like to thank Tom for staying late last night. Because he did, I was able to attend a parent-teacher conference.”

“Maryann’s work on the PowerPoint presentation was superb. I want to thank her for preparing me with the best slides shown at the conference. The stunning photos outshined the graphics others used. Maryann’s work really made our company look good.”

A steady drip of sincere gratitude can drive engagement. Note the word: sincerity. Most people have an amazing capacity to identify a false compliment. Real praise is specific. Well-delivered praise also ties the action to the outcome. Whether it’s being able to attend a conference, looking good in front of others, or some other result, people appreciate praise more when they understand how their actions delivered results. A praise segment in your staff meetings ensures you routinely take the time to recognize efforts.

STEP FIVE: Focus on Lessons Learned and Continuous Improvement

Staff meetings that include an opportunity to share lessons learned help drive continuous improvement. At first, people may be reluctant to share shortcomings. However, if you follow step four, you should begin to develop better communication and a sense of trust with your team. Modeling the process is a good place to start.

“I learned something this week I want to share with you. I had a call with a client that could have gone better. I’m going to tell you what happened and then I’ll discuss some ideas about how I would handle something similar in the future.”

The more you practice this exercise, the greater the gains you should experience.

STEP SIX: Develop a Schedule and Stick with It

Almost anyone can follow the first five steps some of the time, but those who get the most out of staff meetings hold them consistently. They publish a meeting schedule, and they stick with it. They may shorten a meeting from time to time or reschedule, but they don’t treat their chance to gather the team as the least important priority.

Good staff meetings aren’t perfunctory activities that add little value. On the contrary, when used to their full capacity, they are a dynamic management tool. Now what are you going to do about yours?

Kate Zabriskie is the president of Business Training Works, Inc., a Maryland-based talent development firm. She and her team help businesses establish customer service strategies and train their people to live up to what’s promised. For more information, visit www.businesstrainingworks.com.

Connecting with Customers Through the Keyboard: Getting Your Chat Service Right

By Kate Zabriskie

Kate Zabriskie-chatCustomer: Hi, I’m having a problem with my bill. I’m being charged 50 dollars more than what I expected. Could someone please help? I’m finding this very frustrating. Thank you.

Chat Agent: Hello! Glad you are chatting with me this morning! This is Matt. What can I do for you today?

Customer to Himself: Huh? Well for starters, Matt, you could read what I typed before asking what you can do! Furthermore, you can take that smile off your face

Providing exceptional service via chat involves more than simply choosing a technology platform. Chat is a distinct communication channel with its own set of rules, and organizations that choose to implement a chat system need to prepare their service representatives to use it effectively.

Step One

After you’ve chosen a chat platform or while that activity is in process, you should determine who on your team is well suited to serve customers online. Chat service providers should be able to type, and they should have a basic command of English spelling and grammar.

Step Two

Once you have a team in mind, you must identify some rules to guide their chats. The following questions are examples of basic considerations you should know the answers to before your representatives start typing.

  • How many chats should an agent handle at once? (In the beginning, nobody should attempt more than one, and even experienced agents shouldn’t divide their attention among more than three.)
  • What topics can and can’t be addressed via chat? Depending on your industry, regulations may limit what your representatives can and can’t say.
  • When will you move customers to a different mode of communication if chat is not appropriate?A good way to start thinking about your organization’s look and sound is to start chatting. Click To Tweet

Step Three

Sometimes organizations implement chat, and the tone of what’s typed takes on a stilted or off-brand look and feel. For that reason, it’s important to think about what on-brand messaging looks like before rolling out the chat platform.

How should a chat start if a customer has already shared information? What words and phrases align with your brand? What words and phrases should providers avoid?

How should representatives address angry or frustrated customers? In what way should greetings differ?

A good way to start thinking about your organization’s look and sound is to start chatting. Visits sites that use chat. Think about each experience: what you liked, what you didn’t, the brand you felt, and so forth.

Step Four

Be prepared for the obvious. Anyone who has worked in service usually starts to notice patterns. For example, if the provider is an online retailer, close to the holidays the organization may receive more inquiries about delivery times. If the provider is a utility, representatives may realize they receive more inquiries about billing on certain days of the week.

The point is to plan for the expected. Just as telephone service agents in most industries should know how to handle the top twenty or thirty customer requests without having to reference a lot of documentation, the same is true for chat. Consistency is essential. This is especially true when it comes to the basics.

Before being set loose with a keyboard, providers should go through both systems training and roleplays that address common inquiries.

Step Five

Determine the extent to which you wish to use canned responses. Pre-written text has its plusses and minuses. On the plus side, it’s quick, it’s not written in the moment, and it’s had the opportunity to be proofread by one or more people. On the other hand, canned text can sound canned. Furthermore, representatives sometimes choose pre-written responses that don’t get to the heart of what a customer is asking.

So what’s an organization to do? The answer to that question varies. No matter the option chosen, canned text should sound conversational. If you wouldn’t say what’s written in the course of natural speech, it probably isn’t right.

Chat is supposed to be a dialogue. It’s not a brochure, the text from a website, or worse still, verbiage from a policy or legal document.

One way to help maintain a conversational tone is to keep your text short. Long sentences usually equate to a longwinded or unnatural feel.

A good place to source potential pre-written responses is from your representatives’ actual chats. If your organization is like most places, some people will show a natural gift for chat. Why not leverage their strengths and skills?

Step Six

Learn from your failures and your successes. When service goes wrong, most first-rate organizations address the shortcomings. Beyond fixing what’s broken, the best organizations also invest time in figuring out what went right and why. They then replicate the good.

As with any service interaction, chat can go well, or it can go poorly. The key is monitoring, course correcting, and standardizing success.

Providers and their supervisors should regularly review chats. What can we leverage? Where are the opportunities? What was on-brand? What was off-brand? The questions are essentially endless.

The trick is to systematically ask and answer them. The more methodically you evaluate your chats, the quicker you will capitalize on what works and eliminate what doesn’t.

Step Seven

Chat training is not a one-and-done activity. Needs change, technology evolves, and staff turns over. Ideally, organizations should focus on one or two best practices a week, they evaluate the pre-written text twice a year, and they spot check transcripts daily.

Chat is no longer a novelty, and more customers expect their service providers to offer it. No matter where your business is in the chat-implementation process, there is always room to improve the way you connect through a keyboard.

Kate Zabriskie is the president of Business Training Works, Inc., a Maryland-based talent development firm. She and her team help businesses establish customer service strategies and train their people to live up to what’s promised. For more information, visit www.businesstrainingworks.com.

The Right Fit Makes the Difference

Ten Steps to Better Hiring

 By Kate Zabriskie

Kate ZabriskieI don’t understand what happened. He Difference interviewed so well. But its six months later, and it’s obvious. He’s not a good fit.

We should have known better. She’s just not detail oriented, and this job requires a lot of repetitive work. She’s a creative, she’s bored, and she’s leaving. I wish we had somewhere we could use her talents, but we don’t.

Why do we have such a hard time getting on the same page? We rarely agree on who to hire when we have a new position, and from day one it seems as if only half of us are invested in a new hire’s success. It’s just sad. We could do better. We need to do better.

When bad hiring happens, everyone suffers.

Finding the right person for a position is part art and part science. While some people certainly have gift for finding good people, everyone can improve their success rate by following a methodical step-by-step process.

Step One: Know what you want.

First and foremost, it’s important to envision what work will look like with a new person. What will he or she do? How do you envision interactions looking and sounding? What do you expect in terms of quality and quantity of work? What temperament do you envision working best? Does the person need to be creative? Is the work basically the same each day? If this person is going to interact with people other than you, who are they, and what do they want from a new hire? Knowing what you want is essential.

Step Two: Create a robust job description.

Once you are clear about the kind of person you want to hire, it’s time to put pen to paper and craft a job description. When you list the duties the person will perform, if you begin each of your sentences with a verb and write in everyday English, you’ll be well on your way to solidifying your expectations.

Step Three: Think about what it’s going to take for someone to be successful.

Experience and education are essential to success in some jobs, and for others, they’re not. If education isn’t a deal breaker, do you want to exclude candidates by making a degree mandatory? What you require can widen or narrow your applicant pool—potentially in ways that could hurt your chances of finding the right person. Think long and hard about what’s essential before moving to the next step.

Step Four: Create a strong job ad.

Just as candidates are selling themselves, you are selling your company and the position you are filling. An ad is your opportunity to attract talent. Whether you’re working with a recruiter or doing the recruiting yourself, spend time creating strong job title, telling your organization’s story, and briefly describing your essential requirements. If you have a great location, solid benefits, or some other selling point, include that information too. Your ad should quickly paint a robust picture of why you’re great, what you’re looking for, and why they should want to work with you.Great hiring is about good discipline and patience. Click To Tweet

Step Five: Promote your position.

The type of job you want to fill should dictate where you’ll promote it. Many options exist. Regardless of which you choose, it’s important to have a plan and to understand how each promotional avenue works.

Step Six: Craft your screening questions.

In tandem with crafting your ad and promoting your position, you’ll need to develop your questions for screening candidates and interviewing those with whom you eventually choose to meet. This step is essential for several reasons. First, it helps you follow a repeatable process. Second, it helps those who interview to ask relevant and legal questions. Finally, it ensures you are fair and can gather answers you can compare with relative ease.

Step Seven: Evaluate candidates and set a phone screening schedule.

Once your job closes, it’s time to review the qualifications of those who met your position’s criteria and set a screening schedule. Depending on the number of responses you get, you may choose to screen everyone or rank candidates and screen the top group. Either way, you’ll want to talk to applicants before you bring them in to meet in person. Phone interviews offer several benefits. They allow you to get an initial impression of a candidate without having people’s physical appearance influence your thinking. They are also an efficient way to address some basic questions.

Step Eight: Determine who you will invite to interview in person, and prepare your interviewing team.

After you’ve concluded your screening process, it’s time to prepare your interviewing team and invite candidates into the office. Getting ready is essential. Both you and the prospective employees are auditioning. Your interviewing team needs to be just that, a team. You should discuss the welcoming process, the interviewing order, the questions each person will ask, and how you will close your meetings with candidates and send them on their way. Leave little up to chance. You are on stage. Depending on the position you are filling, you may decide to conduct more than one round of interviews. Regardless of what you choose, you must have a plan.

Step Nine: Gather feedback, and rank the candidates.

When you’ve finished interviewing people, it’s time to rank them. Because you’ve asked each person the same questions, this should be easier than it could be if you hadn’t.

If you find your team disagrees, think before you make an offer. If none of the candidates is exactly right, again, think before you make an offer. The wrong person now is rarely as good as the right person a little later.

Step Ten: Make your offer.

Assuming there are no obvious roadblocks, it’s time to make an offer. Be excited when you do, and recognize this is only the first step in effectively integrating an employee into the fabric of your organization.

So there you have it. Ten steps can make all the difference. Great hiring is about good discipline and patience. The better you are at establishing and following a strong inclusive process, the stronger your results will be. Now go find that candidate!

 

Kate Zabriskie is the president of Business Training Works, Inc., a Maryland-based talent development firm. She and her team help businesses establish customer service strategies and train their people to live up to what’s promised. For more information, visit www.businesstrainingworks.com.

Breaking Up Isn’t Hard to Do

Why Companies Lose Customers and What to Do About It

By Kate Zabriskie

Kate ZabriskieAlthough Neil Sedaka and Howard Greenfield may have been right about love relationships when they penned their hit, “Breaking Up Is Hard to Do,” when it comes to business, that notion rings less true. Customers frequently break up with their suppliers, vendors, and partners. And guess what? Most of them don’t find it hard.

Are breakups inevitable? Not always, but businesses need to understand the four reasons customers leave and how they can avoid them.

Better Product

Sometimes customers decide to breakup because they find a better product. They discover something that addresses their needs that’s faster, easier, healthier, more effective, more enjoyable, or improved in other ways that are important to them.

Are you buying the exact same things you were buying twenty or forty years ago? Have you any use for a Walkman? Probably not. Smart companies listen to what their customers want, think beyond those demands, and push themselves to innovate and improve.

Relationship Extenders

  1. Pay attention. Know what you’re selling, what others are selling, and how your customers are using what they buy from you. What problem are you solving? What would customers buy if you weren’t around? What did they used to buy instead?
  2. Challenge the status quo. It’s easier to innovate when you’re not being reactive. Don’t wait for a customer exodus to motivate you. Challenge yourself to innovate before you’re faced with no choice. What could you do better?

Better Process

Leaving for a different product isn’t the only reason customers tell companies goodbye. Good processes count too. Without them, the customer experience suffers. For instance, imagine a movie theater with great films, state-of-the-art sound, pleasant employees, and clean facilities. So far, so good. Now pair that vision with long lines, staff members who can’t figure out to work the cash registers despite their good manners, double-booked theaters, and so forth. Would you risk taking someone you cared about to such a place, or would you choose to avoid the headache and go somewhere else? Most people would prefer to opt for a breakup and avoid potential pain and problems.

The lesson? at a minimum, doing business should not be hard. If you’ve got processes in place that inflict pain on your customers, don’t be surprised when they bolt the minute they find an acceptable alternative.With some diligence, you can avoid the break-up blues and spend many happy years together. Click To Tweet

Relationship Extenders

  1. Make doing business easy. Walk in your customers’ shoes, and experience your business the way they do. What are you making difficult? What could you make easier? Where are you wasting their time? What used to make sense but doesn’t anymore?
  2. Borrow from others. Process improvement ideas are everywhere you look if you know how to find them. When you are interacting with other businesses, ask yourself what they are doing well and what you can adopt or adapt.

Better Service

All else being equal (or even in the ballpark), customers will often break up with organizations because someone else is paying them more attention or better attention. Consistent caring doesn’t happen by accident. It requires organizations to: define great service, hire people who are capable of delivering on those promises, train them how to do it, and put a management team in place to oversee the process.

Relationship Extenders

  1. Define what you expect. If you don’t identify what A+ service looks like, don’t be surprised when your employees don’t deliver.
  2. Train people and hold them accountable. Plenty of organizations offer training, but they treat it like a one-and-done activity. After you’ve defined what you want to see and hear, you need to put a plan in place to teach people how. Once they know what they are supposed to do and how to do it, hold them accountable. Reward the good, and coach the deficiencies.
  3. Don’t get too comfortable. If you think your customers will just be there because they’re there, you’re mistaken. You must earn and re-earn your customers’ business. Look for signs you’ve gotten sloppy or lazy, and take immediate steps to get back to your best behavior and woo your customers again.

Better Price

The final reason customers will leave a business is price. If customers can get the same product and service they receive from you from someone who charges less, often they will leave. In other words, when the value to price equation gets out of whack, people look elsewhere. That doesn’t mean organizations should race to the bottom and strive to be the low-cost provider. What it does mean is businesses need to ensure they have a value proposition that matters to customers and aligns with the price being charged.

Relationship Extenders

  1. Shop around. Know what your competitors charge and what they deliver for that money.
  2. Find out what matters to your customers other than price. What do they care about? What are they happy to pay more for? What are you offering that they don’t seem to value? What should you add? What should you subtract?

Staying in any relationship requires work, and when it comes to customers, many a suiter will try to take them away from you. With some diligence, you can avoid the break-up blues and spend many happy years together.

Kate Zabriskie is the president of Business Training Works, Inc., a Maryland-based talent development firm. She and her team help businesses establish customer service strategies and train their people to live up to what’s promised. For more information, visit www.businesstrainingworks.com.