Value the Voice of Customer | A Workplace Blog

By: Beth Schaefer    Director, Institute for Professional Development

It happened again last week.  I was at a meeting where a policy revision was announced.  As the policy changes were being laid out, several people in the room had questions that did not have answers.  It became clear to me that the customer had not been included in the policy redesign.

And, it eventually became clear to the person presenting the new policy.  As the questions were being asked, I could see the “ah ha moment” occur.  The lightbulb went on that the policy had addressed a symptom of the problem and not the actual root cause of the problem.   So much so that the person said, “The real problem here is….”  The policy went back to the drawing board.

I get it…  

  • You may not think you have customers for internal processes.
  • You already have a pretty clear idea of what will work and getting customers involved takes time – You can roll things out faster if you just do it.
  • Your department owns the process. You know best.
  • Your department has the power to set your policies.
  • Not every little change needs to be a big deal.

I, too, am tempted to just get things done. I love crossing tasks off my checklist.  I want to skip the meetings, the feedback, the extra time and extra steps – besides, it is not like I can every make everybody happy.

I do not think making everyone happy can be a goal, but even spending a little bit of time on customer viewpoint will reap benefits.

The Voice of Customer (VOC) Benefits:

  • The customer’s voice focuses on the root cause of the problem/opportunity.

As you talk with your customers about the problem you are solving, they can help you with their struggles.  The nuances that they bring to the problem will ensure that you are solving the root cause of the problem rather than addressing a symptom.  For instance, maybe you will discover that the process is sufficient, but nobody is aware of it.  Better communication, not a new process, would solve the problem.

  • The VOC can make solutions better.

The variety of viewpoints that customers bring to the problem can be an opportunity to be creative with your solution.  When you use something every day multiple times a day, you may get tunnel vision.  Opening your perspective can help you use a new lens to view a routine situation.

  • You avoid rework.

Solving the wrong problem.  Designing a process that is too cumbersome. Coming up with a partial solution.  These are all mistakes that can be avoided if you take the time to seek feedback from the people who will use the policy or process.

  • Customer voice determines the communication plan.

The best solution can be lost with bad communication.  Understanding who your customers are and how they use the policy or process should help you tailor the communication on the change.  It should tell you the best method of communication.  It should tell you where to store the information for reference.  It should tell you the level of detail and the vocabulary you need for people to understand the change.

  • Identifying your customers helps you implement the policy or process.

Audience is important for buy-in.  You can make any changes you want, but if people do not buy into the change, you have more work on your hands.  Yes, you can order people to do things, but, people have tactics to resist – especially here in the passive/aggressive Midwest.  Do these sound familiar?

  • I did not know we had started that yet.
  • I could not find the new policy/form/process.
  • I was on vacation, so I did not know.
  • I tried, but my computer would not open the (document, form, link).
  • I was using the new process, but (insert name here) did not know about it, so I quit doing it
  • The old way is easier and faster; I do not have time for the new way
  • I am waiting for the official training before I start
  • My supervisor has not told me to start that yet…

I could go on and so could you.

Even the smallest changes can benefit from some feedback.  Think of your VOC as an accordion.   If the change is small, spend a little bit of time on VOC.  If the change is large, spend a lot of time on VOC.  And, the larger the impact, the more time I would spend on determining your value proposition – matching your solution to get gains for your customer pains.

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Do You Cultivate Trust? | A Workplace Blog

Do You Cultivate Trust?

By: Beth Schaefer    Director, Institute for Professional Development

Last week, I attended a seminar by Daryl Connor, Building a High Impact Change Practice.  It was sponsored by the Minnesota Change Network – a great group.  Check them out if you love leading change or have a passion for organizational development.

Mr. Connor presented on what he calls a High Impact Trusted Advisor (HITA). The role of the HITA is to help leaders make informed decisions; it is not about being responsible for leaders’ decisions.

The presentation was in the context of the HITA being a change consultant. His discussion was about criteria that a consultant (either internal or external) could use to determine if they were truly a HITA or if they were more in an operational role, and what actions one should take to become a HITA.

I left the session with much to ponder, and where my pondering led me was that his message applies to a much broader audience than just change consultants or organizational specialists who want to be HITAs.

Disclaimer: I should be clear here that Mr. Connor may disagree with my observations and conclusions. I encourage you to research Mr. Connor’s theories for yourself.

Instead of thinking about Connor’s questions and whether or not my organization considers me a HITA, I thought more about my leadership style and started wondering if I, as a leader, create the space for HITAs to flourish. Should all the onus of honing HITAs be on the advisors themselves? I think not. Organizations should be creating the space for HITAs to flourish.

What would the question list look like for leaders to evaluate their ability to cultivate HITAs? This is a list I came up with based on Connor’s presentation:

1. Do I seek input on important decisions?
• Do I take responsibility and make “the call” based on the input, or do I continually spin?
• Do I give credit to my advisors when the call is a good one?
• Do I take the heat when I make the wrong call?

2. Am I open to honest input?
• Do I seek out input from the people who are “experts” or have expertise in areas where I need input?
• Do I provide opportunity for people to build expertise and earn credibility?
• Do I value input that contradicts what I expected to hear or wanted to hear?

3. Do I share information? Note: As always, time and place should always be factored in when sharing information; however, the best advice needs to be given within a context, so as a leader, provide as much context as you are able.
• Do I trust my people with information that provides the whole context?
• Do I try to provide information in a nonbiased manner so that my advisors can offer their unique perspectives?
• Do I share information early enough in the process to take bold recommendations forward?

Mr. Connor finished the presentation by telling HITA, “Who You Are is as important as What You Do.” I would say the same would apply to leaders. If you want to be submersed in a culture full of HITAs, start with evaluating your character and actions.

 

 

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Always Be Networking | A Workplace Blog

Always Be Networking

By: Beth Schaefer    Director, Institute for Professional Development

My friend and career coach, Kathryn Johnson, once told me that you should always be networking for your next job – even if you are happy with your current one.  If you are dissatisfied with your current role, then networking is all the more important.

Broaden your idea of networking and consider using these 8 strategies suggested by Monster.com.  These same strategies work even if you wish to move within your organization.  Of course, I am partial to #6 – in addition to learning gaining new skills, it can serve as a great platform for networking – especially for those who prefer a smaller crowd and do not want to “work the room.”

  1. Use your name as your brand, especially in email
  2. Meet an employer’s need
  3. Maintain a smart online profile
  4. Ask for help
  5. Become active in a professional association
  6. Take a class or get a certificate
  7. Take on a new project at work
  8. Be flexible

Some say that standing still is the same as moving backwards.  Do not stand still in your career.  Use these strategies to be constantly cultivating your career options.

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Patrick Salaski

Patrick Salaski

Title/Position
Instructor, Metropolitan State University

Expert Areas: 

  • Strategy Execution
  • Mergers/Acquisitions
  • Business Architecture Practice Creation

Education/Professional Certificates:  

  • Business Architecture Certification – Business Architecture Guild
  • Master of Business Administration (MBA) – Minnesota State University, Mankato
  • Bachelor of Science – St. Cloud State University

Relevant experience to topic areas:  

  • Directed the growth and on-going management of a Business Architecture Practice for a Fortune 500 company
  • Helped guide the development of a Business Architecture practice for healthcare organizations
  • Part of a team that has led the post-merger activities for two mega mergers in the Healthcare Industry (Medica/Express-Scripts and Covidien/Medtronic)

Philosophy of training in a nutshell:   

I love to share my knowledge and experience with others and teach by example.  I also feel like I can help facilitate learning by helping people connect concepts with reality.

Why instructor is excited about teaching at Metro State:   

The courses at Metro State provide a strong balance of industry-leading concepts and theories with practical, real-world application through case studies, class related discussions and instructors that are recognized thought-leaders focused on delivering on the promise of business architecture services for local, leading companies.

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Jeannette Grace

Jeannette Grace

Title/Position
Instructor, Metropolitan State University

Expert Areas: 

  • Communication
  • Customer Service
  • Employee Engagement
  • Conflict Resolution
  • Teambuilding
  • Psychological Safety
  • Emotional Intelligence

Education/Professional Certificates:  

  • MA: Communication from Bethel University
  • BA: Professional Communication from Metro State
  • AAS: Sales & Management from St. Cloud Community and Technical College
  • Foundations of Positive Psychology Certification: University of Pennsylvania
  • Certified Qualified Administrator of Intercultural Development Inventory®

Relevant experience to topic areas:  

  • Author of G Factor: 8 Secrets to Increasing Your Gravitational Pull at Work
  • Worked as Professional Relations Representative for medical practice
  • Managed a private optometric practice

Some of the organizations that Jeannette has trained include:

  • City of Minneapolis
  • Boston Scientific
  • CH Robinson
  • Scott County
  • League of Minnesota Cities
  • MnDOT
  • Bailiwick
  • Federal Reserve Bank of Minneapolis
  • Danfoss
  • Wagner Spray Tech
  • Room & Board
  • Minnesota Bankers Association
  • Holiday Companies

Philosophy of training in a nutshell:   
Learning should be fun, inspiring, and useful. I create the opportunity for growth and then let the learner own the action.

Why instructor is excited about teaching at Metro State:   

  • First, as an alumnus of Metro State, I believe in the quality education they provide.
  • Second, the Institute for Professional Development is forward-thinking and focused on providing information and skills to businesses and their people on the front end of the trends.
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Mandy Spiess

Mandy Spiess

 Title/Position
Instructor, Metropolitan State University

Expert Areas: 

Identifying, designing, and implementing organizational strategy and operational improvements.

Education/Professional Certificates:  

  • Business Architecture Certification – Business Architecture Guild
  • Business Architecture Certificate from Metropolitan State University – St. Paul, MN
  • Master’s degree in organizational leadership from Regis University – Denver, CO
  • Bachelor’s of Business Administration from University of Minnesota – Minneapolis, MN
  • Certification in process improvement Process Management International
  • Certification in training US Army – Total Army Instructor Trainer Course (TAITC)
  • Certification in project management (PMP) from Project Management Institute (PMI)
  • Certification in program management (PgMP) from US Program Management Office

Relevant experience to topic areas:  

  • 23 years of experience in a broad range of industries including:
    • Financial services
    • Manufacturing
    • Military
    • Legal services
    • Healthcare / Non-Profit
  • Chief of Operations with the US Army
  • Senior director of IT-PMO and Quality Services at MoneyGram International
  • Vice President of Client Services at Rust Consulting
  • Director, Enterprise Portfolio Management Office (EPMO) at Be the Match
  • Business Architecture Consultant with Target
  • Business Architecture Consultant with Medtronic
  • Vice President with Beneficiary Services of Prudential Financial

Philosophy of training in a nutshell:   

Training should be interactive, collaborative and engaging and should leave all participants feeling energized and empowered to put their new gained knowledge to use.

Why instructor is excited about teaching at Metro State:   

Teaching enables me to be able to not share my knowledge and experience but also learn from others who have the benefit of completely different perspectives and viewpoints. As an instructor I realize that I am also a student and that the learning process is always in both directions. And being able to teach at a local organization like Metro State is extremely rewarding because you have a direct impact and connection directly within your own community and business environment.

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Why change initiatives fail: it’s not me, it’s you … except when it’s not | A Workplace Blog

 

By Beth Schaefer
Director, Institute for Professional Development

As leaders, we blame resisters when change initiatives are not embraced.

Our reasoning:

  • People are scared
  • People are lazy
  • People are set in their ways and do not want to experience discomfort

Yet, have YOU ever been critical of a proposed change? Do YOU consider yourself lazy or afraid of the future? By admitting that other reasons for change resistance exist, you can more effectively lead people through the change phases.

Often these are the real reasons people resist change:

  1. People are unaware that there is a business need for the change.
    Take time to get buy-in. Make sure people know the “why” not just the “what” and “how.”
  2. There is too much change: people do have a limit on how much change they can deal with at one time.
    Check the culture and be aware of other big initiatives. Timing matters.
  3. Bad communication: people just do not know what is going on.
    Change can bring new procedures, new reporting structures, and/or new employees.
    Make sure communication is clear and people know what to expect.
  4. Been there … Done that. Believe it or not, most people have a history of being a part of a change initiative that they worked hard on, but was never followed through to implementation. Too many bad experiences leave people leery that this next new big thing will not even be around long enough to worry about.
    Be patient and communicate what is being done differently this time to ensure success.

 

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ERP with SAP: Removing the Mystery

ERP should be more than operational software.

If used correctly, ERP moves IT from the Operations domain to being an integral part of an organization’s Business decisions. This one-hour webinar will provide the first steps for you to bridge the gap between IT and Business.

If you are in IT, you will gain an understanding of how you can impact business, and if you are in Business, you will gain an understanding of how ERP software analytics can influence business decisions.

Although this webinar will view ERP through the SAP lens, the broader concepts can be applied to any ERP software.

  • Recognize the components that are part of a standard ERP system
  • Identify how SAP enhances your Business Process Integration
  • Become aware of how ERP affects Business Intelligence
  • Understand the common misconceptions on SAP business capabilities

About the Presenter

William Gamble is an instructor and expert in IT Management by Business, ERP, Risk Management and Business Audits.

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