Think back in your life to a moment when you felt so inspired that you were ready to run through a brick wall to get what you desired. What was it that inspired you? Was it a speech you heard? Was it a YouTube video? While speeches and videos can be motivating, my guess is that’s not what revved you up to the point of running through a brick wall.
For me, it has been those moments when I have received feedback from someone who was great at delivering it. I have been fortunate to know more than one of those people in my life and I am grateful not only for the feedback they freely gave, I am grateful for the way they gave that feedback because it inspired me to do better and be better. I am also grateful for the example they set which I have attempted to emulate.
Let me take a step back and talk a bit about what feedback is and is not. Simply put, feedback is information received in response to some action on our part. From the moment we are born, we begin giving and receiving feedback. When a baby cries in response to being born, that’s feedback. It tells everyone within earshot that the baby is breathing and alive. As we grow, we get a lot of feedback from our parents, siblings, and surroundings. That feedback teaches us valuable lessons and inspires us to do things that are productive. When we touch something hot, the pain we feel is feedback teaching us to not repeat that action. When we take our first steps, the hugs, kisses, and cheers inspire us to take more steps. As we grow older, feedback comes in more sophisticated forms. We begin discerning the relative value of it and accept or reject it based on our value judgment. It becomes not just about the feedback itself but the way in which it is delivered. If the information (feedback) is correct yet delivered in a way that offends our feelings, it is often rejected. We call that criticism.
That leads me on a slight tangent. If you are currently using or have ever used the term “constructive criticism”, please stop. There is nothing constructive about criticism because it is seldom or ever meant in a constructive way. It is called “constructive” criticism because it makes the person giving it feel better about knocking the other person with no real intention of helping them. Criticizing someone may cause someone to change to spite the criticizer but that in my opinion is not inspiring.
Now, while giving great feedback is critically important, it is not the same as being great at giving feedback. How you deliver feedback is possibly more important than the feedback itself. After all, the feedback we give is a representation of how we perceived the other person’s words or actions. While it is 100% accurate from our perspective, it may or may not be 100% factual in an objective sense. So here are some elements of giving great feedback.
Start with the good stuff. Be specific – Start by relating what the person is doing well or reviewing a recent positive result from their behavior. It must be something behavioral. It cannot be that they are a nice person or that they mean well. Everyone has things they do well. Pick at least two, tell them specifically what they are, how these actions benefit others, and be clear that you are encouraging him/her to keep doing those things.
Describe an opportunity for improvement – Rather than telling people what they are doing wrong, share opportunities for them to improve. It may sound like semantics but it is an important distinction. No one likes hearing what they are doing wrong. On the other hand, everyone has opportunities for improvement. Combining this with telling them what they do well first causes them to be more receptive to hearing their opportunities. Make it about their behavior. Keep personalities out of it. Also, keep it short. One opportunity at a time. More than that is overwhelming. The adage of one thing at a time applies.
Share feedback immediately – As Ken Blanchard always says don’t save it up for a holiday. Immediate feedback is more impactful because it is fresh in the person’s memory. Waiting makes them have to remember what happened and dilutes their focus on the opportunity.
Make time to discuss the how – Sharing opportunities to improve is less than 50% of inspiring improvement. Discussing how they can improve is where the inspiration takes root. Ask the person if they agree with the opportunity and then ask how they think they can realize the improvement. Human beings by nature are more committed to their own ideas. If all you offer is your own thoughts it will seem like you are telling them what to do and how to do it. Remember, feedback is not about you; it is about them. You want to show you are all about helping them. But a caution, be sincere about helping. They will see through insincerity in a heartbeat.
When you provide feedback in this way you will not only inspire improvement; you will inspire gratitude. Speaking from experience, I have had countless people not just thank me for the feedback they have asked me for more. When I have followed these four steps, I have always left people inspired to improve. I know that because when I see them next, they have greeted me with excitement, shared with me proof of their improvement, and asked for more feedback. As a mentor and coach, there is no better feeling. It shows me I am adding value to their life and after all, what’s better than that?
About Dave Roemer
David Roemer
Dave Roemer, Franchise Consultant with 30+ years in the industry will provide an overview of the franchise industry. Roemer will discuss a brief history of franchising along with the state of the industry today. He will give an honest assessment of the industry including the effort to increase regulation and why those efforts are growing. Finally, he will share why he believes franchising remains the best way for people to own a business and how interested parties can get help achieving their goal of business ownership
Today, Dave is an independent Franchise Consultant who helps people interested in purchasing a franchise determine which brands are the right fit and then helps them through the due diligence and discovery process. His services are free to the client as his fees are paid for by the various franchise brands with which he works.
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I was 16 years old, living in Knoxville, TN, when the 1982 Worlds Fair occurred. The theme of the fair was energy. Energy, in all senses of the term. Thermodynamics was only a part of the fair’s concept. The idea was to gather as many nations as possible to demonstrate their concepts of how they plan to use all types of energy in the future. The fair was a success by almost all measurements. The fair showed me several options for how I could become more than who I was at the time. It helped to transform me to become a better person.
Knoxville committed to host the fair based on the agreement to develop Knoxville to host guest headcounts greater than anything Knoxville had ever experienced. All city infrastructure had to be upgraded, the roadways had to be redesigned and upgraded, the fair site established, and all other associated planning accomplished and executed in less than a decade. The milestone transformed the city and surrounding area from rural to metropolitan. The people of the region changed mindsets from local to global. There were not enough restaurants or hotels available during the fair to serve the millions of attendees.
A centerpiece of the fair was to be a tower called the Sunsphere. The initial concept for the tower was for it to be taller than the Eiffel Tower. The initial planning revealed there was neither enough time nor money to accomplish the tower at such a height. The ultimate outcome also required lowering the tower height during construction due to cumulative fair site work delays.
We talked about the topic of love last week. If love has any assurance to it, then it is people want to be loved. I remember during the summer of 1982 how much I wanted to be loved, as a part of transiting from boy to man. I wanted to be a meaningful part of the world, to help the world be a better place for everyone. You have heard from me you need to love your followers to succeed in any leadership role. I affirm this statement to you now. You will not, repeat…will not…succeed in your strategic planning efforts without the energy supplied by love.
We are going to cover now a concept for how you would do well to use energy to address the people problems you have with your strategic planning work not being accomplished as you prefer. We will leverage past discussions, learn more about the 1982 fair I attended, and combine things where you can form a plan to evaluate the candidates you have as you consider offering them a role in your organization where they will help complete your strategic planning work.
FOCUSED ENERGY
You have a tangible goal: derive a well-planned strategy. Knoxville had a tangible goal: be ready to go on May 1, 1982. I had a tangible goal: have a fantastic time as a teenager in 1982 while learning how I can be a part of the world that has come to my front door. Fear of failure is often a great motivator for change. We talked about fear during our past discussions. You, Knoxville, and I (the three of us) experienced time running out of our schedules to accomplish our respective goals. It became clear to me in 1981 that I needed help understanding the largeness of what I would experience at the fair. I purchased an unlimited access pass to the fair, and I attended the fair many times. Thankfully, there was a map available to help my young mind navigate the complex fair landscape. I was able to calm my excitement and be more effective during my visits to the pavilions, demonstration events, concerts, and other fair site activities. The key here for the three of us is the need to leverage the energy supplied by those trying to deliver love to us without us becoming overwhelmed in the size of the experience, the wonderfulness of the love, or immersing in a piece of the picture that will slow our forward progress.
ENOUGH MONEY
You have a budget to accomplish your strategic planning work. You are spending too much on your work because you are not getting the results you either need or want to accomplish the scope of your work. Knoxville had money and workers to develop the city and the fair site, but the complexity of the work often caused the planning of work packages to be less than optimal, pushing expenditures higher than budgeted. No worker can work effectively without specific tasking from specific planning. I was running out of time as a kid for free housing and food. I needed to find a means to get more work graduating high school in 1984 than my existing part-time job at a fast-food restaurant. I wanted to spend much more time at the fair than I had available to me, as I needed to work at my job. The key here for the three of us is having enough money goes with having a clear plan in hand. They both help contribute to having enough time to do what we need to do, to get where we need to go.
EFFECTIVE PLACEMENT
You need to place some new faces in some of the roles in your organization to help complete your strategic planning work. OK, maybe it is only one face, but I think it is more than a single face. Either changing roles for existing organization members or removing them from your organization is a huge impact for work that is behind schedule and over budget, as blame often flows easily during work delays. You are, effectively, going into organization design mode with the people changes you must accomplish.
Knoxville had to take their city that was not designed well by layout and derive a new roadway system, upgrade all utilities significantly, and help the lodging and hospitality industries be ready to serve what turned out to be millions of guests. This effort involved reworking the intersection of Interstates 75 and 40, which met in downtown Knoxville. The prior interchange was a horrible roadway design that would never function effectively with the addition of millions expected to attend the fair.
I was becoming more upset the more I attended the fair. I was humbled by the wonderful pavilion hostesses. They were lovely, professional, and quite intelligent. They each were between 24 to 28 years old, each selected by their countries after a rigorous selection progress established by each country. They melted my teenage heart. I was sad that they would leave and I would not see them again. I realized it was best I ask them as many questions as I could to understand not only their concepts of how they plan to use energy in the future are structured, but also about their country’s culture. Yes, to answer the question in your mind, I asked a few of them out on a date. They all turned me down. I trust it was due only to the age difference.
David Daniels shared with me his view on inclusion during the team selection step. “The concept of inclusion works best when you have identified your biases and understand how they might manifest themselves with your decisions as a leader. Your diverse team needs to be comprised of employees who share your values and buy into the mission of your organization. Your leaders need to ensure that every employee understands where they and their department fit into the big picture. Then, and only then, will you achieve the levels of engagement by the team that, in turn, optimizes this critical resource set who is unleashed to exceed expectations.” Effective team formation is not a bolt-on action. It is an inner-mixing action fed to a combustion chamber of the work the team is to accomplish. The day may come when battery-powered airplanes and cargo ships cross oceans. Until then, it is the combustion engine that moves both people and merchandise between continents. We must deliver our output each day, for yesterday is gone, and tomorrow is where we deliver our work outcomes. The concept of the combustion engine is relevant to the workplace of both today and the foreseeable future.
The key here for the three of us is knowing where we fit into the big picture. We each have a scope, a budget, and a schedule. We are each time-bound to accomplish our work. We cannot spend decades doing work that does not require decades. Now, don’t get me wrong. I agree time must be spent as appropriate. It is the appropriateness part that each leader must consider. I remember Dr. Beverly Crusher helped me learn this lesson. She helped me learn to measure with caution each time I must make this appropriateness decision. See if her worlds help you understand the appropriate aspect of how we spend our efforts.
WIDESPREAD COMMUNICATION
Your investors have charged you with the responsibility to accomplished the planning of the strategy they require you to achieve. Knoxville made a deal by their free choice with the Bureau International des Expositions to host the fair. I had life calling me to grow into adulthood, along with food and housing running out in a few years. The messages were each well-formed and delivered with clarity. Now, it is time for you to take the energy of those circumstances calling you and use it to your benefit.
You must form a message to an intended audience stating you have a work opportunity you want to be filled with a new face from a person either inside or outside of your organization for each role you need to be filled. This action is not merely a job posting from the personnel department, hoping a suitable candidate is supplied to you. The role opportunity is to accomplish specific work in an environment operated by…love. It will operate by love because you are leading the organization. You are convinced you must demonstrate love to your followers, you must serve them through this yet-to-be-defined leadership style called servant leadership, and you are certain the planning of your organization’s strategy must be accomplished with excellence. This combination is what Knoxville did, it is what I do now, and what I know you must do to realize success as a leader trying to accomplish your organization’s strategic planning. Perhaps you can reassign all of your people assigned to the work to new roles in the work. I doubt this option will work, but it is possible.
Knoxville took on more than they could accomplish with the 1982 fair. They needed help many times from many external organizations to both plan and do the preparation work. It was not clear things would be ready for opening day. I remember the Sunsphere was not finished until two days before opening day. Your strategic planning work not being accomplished as you prefer means you are about to be in the same mess as Knoxville was in the late 1970s. I remember the leaders of Knoxville becoming quite humble to ask for the help they needed. You may need to be more humble than you are now to identify those who you need to be a part of your organization to complete your strategic planning work. I see gaining more humility as a good thing. It is a good aspect of love, as love shares the loving experience and does not dominate those they love.
OUTCOMES
The Sunsphere still stands today. It is a good memory for those who were in Knoxville before the fair and afterward to see what happened, recall how it happened, and know things changed for the better.
I grew up, though having to walk many bumpy roads to get there. I see my summer of 1982 as a valuable contributor to not perishing along the way to get to our conversation now. I have thought of that summer often over the years.
You are looking to grow as a leader by gaining more effectiveness in your organization by adding some new folks to help with some of your organization’s work. I encourage you to take note of the experiences Knoxville and I went through. Finding the people you are hoping will join your organization needs not only help from those outside of your organization, but you also need healthy joy to get them to join your organization. It is not a matter of joining to do the work of an already accomplished plan. It is the condition where an organization cannot work because they do not have a plan that candidates must consider. Who wants to join an organization that has no work plan? Today, people revel in fame from things like social networking, politics, and many communal forms. A dysfunctional organization does not have fame, but perhaps they have shame. Use the energy of positive change potential you have in your hand now to your benefit. It will take more humility on your part to get the energy focused, placed, and communicated.
Now is not the time to assign blame for how things became as they are for your people. Now is the time for taking inventory of where you stand, counting the costs to get to where you want to go, and deciding if you want to pay the price to get there. If so, then it is now time to talk with those you consider offering to join your organization. Talk to them, but do not offer them a position. You are researching as of this point. If you are not ready to take the step to go and speak with those candidates, then we need to come up with another plan for you.
Remember, strategic planning work is perpetual. It never ends. The tangible of a plan to accomplish a strategy is not a piece of paper generated by executive leadership at an annual meeting. It is the collection of plans from the entire organization unified into a single plan. Concisely, one cannot lead if one cannot plan strategy. Execution of a strategy is much easier than deriving a strategy. Ease, in the form of knowing the right things to do. We talked about right and evil during past discussions. I know we need to talk about these terms more than what we have so far. Today, understand that healthy love, love supplied to people that helps builds them to become more humble, helps lead us to what is right, and helps keep us away from evil. I keep coming back to this thing called humble for a reason. It is because pride is a horrible means to lead anyone to do anything. Being proud is not a form of pride, but we can cover these terms another day. If I need to define the term humble, then please tell me.
Summarizing, you want people to be a part of your organization. Those people must want to be a part of your organization. You want them to want you. They want you to want to give them a job. This combination is more than a catchy lyric in a successful rock tune. It is a viable means to find the people you need to help you with your strategic planning work. Yes, I just said want must intersect with need in your staffing choices. You will find this collective wanting is what you need because you are convinced you must demonstrate love to your followers, you must serve them through this yet-to-be-defined leadership style called servant leadership, and you are certain the planning of your organization’s strategy must be accomplished with excellence.
So, I ask you: where do you want to go? I hope your answer is to develop the plans necessary to accomplish the strategy you know you need to achieve to arrive at your desired destination. If this is the case, then let’s get to work. If not, then I wish you the best of everything.
I hope we will see each other here next week. Email me if you need to talk before then.
Dr. Stephen H. Dawson, DSL
Executive Strategy Consultant
Dr. Stephen H Dawson
Stephen Dawson is an executive consultant of technology and business strategy, serving significant international organizations by providing leadership consulting, strategic planning, and executive communications. He has more than thirty years of service and consulting experience in delivering successful international business development and program management outcomes in the US and SE Asia. His weekly column, “Where Do You Want To Go?,” appears on Thursdays.
Dr. Dawson has served in the technology, banking, and hospitality industries. He is a noted strategic planning visionary. His pursuit of music has been matched with his efforts to lead by service to followers. He holds the clear understanding a leader without followers is a person taking a long walk alone.
Stephen has lived his life in the eastern United States, visiting most of the United States and several countries. He is a graduate of the Regent University School of Business & Leadership. Contact him at service@shdawson.com.
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James Weber is inviting you to a scheduled Zoom meeting featuring Dave Daniels:
Dave will present the IDI (Intercultural Development Inventory) assessment. It is the most effective global D & I evaluation with its focus on leadership development surrounding inclusion. He will offer the ITB membership a no-cost assessment accompanied by two one-hour consulting sessions, again at no cost. This off is limited to the first 5 ITB members that request it through my email.
David Daniels, Daniels Consulting
Dave Daniels is an accomplished Senior Business and Human Resource executive with a proven track record of developing, implementing, and delivering upon both short and long-term results. He has held management and executive-level positions with companies large and small throughout the United States. Dave has managed his career in a way that provides him with an exceptional breadth of experience and capacity to contribute to improving brand and financial results for his employer in every capacity he has served.
His business approach is intended to exceed financial objectives by requiring and inspiring exceptional capabilities on the part of all team members. He is an accomplished facilitator and leader of results-oriented, cross-functional teams. He is most thankful and proud of his tenure as part of the McDonald’s Corporate Diversity team where he was recognized for his positive impact by being selected as an Accelerated Executive candidate. This profound contribution led to his tenure as the Sr. Regional Manager in Nashville, the fourth largest Region in the domestic system at that time. His extensive travels have contributed immensely to his understanding of diversity in a very broad sense.
In my last article, as part of my series on conducting “good” Marketing Research, I discussed the importance of asking the “Right” Questions, and some of the perils of not doing so.
In this article, I’m going to delve more deeply into the importance of choosing the “Right” people to include in your survey.
Since it is usually impossible (or impractical) to survey ALL of the people in a population, the critical issue in selecting the “Right” people is the sample design. When designing a sample for research, it is critical to watch for and avoid 5 types of errors.
Sampling Error – Sampling error is unavoidable. Whenever you take a sample of observations from a population to estimate that population, you will grapple with sampling error. The sample is never exactly the same as the entire population. However, the good news is that statistical theory provides a method to estimate and minimize the degree of sampling error.
Sampling error is affected primarily by the size of the sample drawn from the population. The larger the sample, the lower the sampling error. Designing an effective sample for a study is balancing the size of the sample with the budget you have for the study.
For example, a random sample of 400 from a large population will yield an estimated sampling error of +/- 4.8% at the 5% level of confidence. This means that you can be 95% sure that the data you generate from your survey will be within +/-4.8% of the population parameter. Of course, a sample of 500 would reduce the sampling error to +/-4.3%. Conversely, a sample of 300 would be less costly but would increase the sampling error to +/-5.6%. Considering sample error only, the sample size decision is based on your budget and your tolerance for error. Does a 0.5% reduction in sampling error justify the additional cost for a sample of 500? Can you accept a 0.8% increase in sampling error with a less costly sample of 300?
You also need to account for any sub-groups that you wish to analyze in your sample. A total sample size of 400 may be adequate for total sample analysis, but if you want to compare results by particular market segments, you may need to increase the total sample size to provide enough observations by segment.
The other four errors are referred to as Non-Sampling Errors. Unfortunately, these errors cannot be measured statistically, but they can be mitigated through careful sample design and selection.
Population Specification Error occurs when the population from which the sample is to be drawn does not match the objectives of the study. For example, I once managed a project to identify the key factors driving the purchase decision of a type of industrial equipment. We interviewed a sample of Purchasing Managers from our target industries who were thought to be the decision-makers for this category. But when we completed the study, the results were inconclusive. Price emerged as the only attribute that was perceived to be important. Further investigation revealed that while the final purchase decision was indeed made by a Purchasing Manager, it was the Plant Engineer who determined the specifications and vendors. The Purchasing Managers only negotiated prices and contract terms and executed the transaction. Repeating the study among Plant Engineers, the more relevant population, identified the key technical specifications that were driving the purchase decision.
Sample Frame Error is similar to Population Specification Error. However, instead of choosing the wrong population, you choose the wrong subgroup or groups from within the population. This error is commonly encountered when a survey is conducted without any quota controls. For example, very often women are more willing to answer consumer surveys than men. Without any controls, your data may be improperly skewed toward women. Setting a minimum quota for men in you sample plan can limit this error. Likewise, if a key constituency of your research is the Latino segment and your survey is programmed only in English, you will likely under-represent the Latino segment.
Self-Selection Error occurs because you can’t force people to answer your surveys; people have the option to respond or not. The results may become biased if those who do select to respond differ substantively from those who do not. This happens a lot in customer satisfaction surveys. People who tend to be dissatisfied are more likely to respond to such a survey to voice their complaints about poor service, introducing a negative bias to your results.
Non-Response Error occurs when there is a practical difference between people who respond and those who fail to respond to your survey. For example, if you are conducting a political poll and the members of one party generally refuse to participate in the survey, your results will be skewed to the opinions of only one party.
Self-selection and Non-response errors are extremely common in almost every type of marketing research. You can’t measure these errors and therefore don’t know the impact on the data you collect. There are ways that you can reduce the impact of these errors by encouraging a higher, more random participation rate by:
Offering incentives (cash, coupons, prize drawings, information) for completed interviews
Utilization of respondent panels made up of people who opt-in to surveys
Short, simple, neat, and clean survey design that encourages participation
A distinct and credible promise of confidentiality and anonymity
A clear description of the purpose of the survey and assurance that it is not a sales pitch
Follow-up with reminder invitations to non-responders
In summary, to interview the “Right” people:
Keep focused on the objectives of the research!
Make sure that you clearly know the identity of your target respondent
Optimize the size of your sample within your budget to minimize sampling error
Clearly identify the Population and Subgroups that define your target respondent
Mitigate self-selection and non-response biases by providing incentives, using opt-in panels, good survey planning, and survey design, assuring confidentiality and anonymity, clearly describing your purpose, and sending reminders
Look for the final installment in this series, Asking at the “Right” Time, next week.
For more on this and other Marketing Research topics, follow me on LinkedIn or reach out to me at carl_fusco@yahoo.com if I can help you in any way.
Carl Fusco
Carl Fusco is an accomplished Marketing Research Consultant who helps businesses more effectively solve problems by applying research techniques and data-based insights.
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New Century Dynamics Announces the completion of Two Search Assignments!
Jim Weber – Managing Partner, ITB Partners
Jim Weber, President of New Century Dynamics Executive Search, and Managing Partner of ITB Partners has completed two searches for Restaurant Operations Managers.
These placements are for separate clients, both small but growing restaurant chains based in Northeastern Ohio.
During these Searches, Jim Weber vetted many outstanding candidates who may be suitable for your needs.
Download the eBook to learn about the 48 proven strategies for success for local marketing. For example, the eBook can be used as a reference manual.
In other words, it can be useful for CEOs, CMOs, franchisees, operators, and “Mom & Pop” owners of brick & mortar operations. Several of the 48 proven strategies for success are useful for service area operations such as home services.
How to use this eBook
As the CEO of a multi-unit operation, you could download the eBook and give it to your operations and marketing teams.
For example, if you are the head of marketing for a multi-unit brick & mortar business, you could use it for ideas and ways to challenge your team.
And most importantly. if you own a brick & mortar business or are the franchisee of any retail or restaurant chain, use the 48 proven strategies for success to augment the marketing tactics your franchisor provides.
What is local marketing?
Local marketing is marketing to the people who live and work in your trade area and have a propensity to buy your services and/or offerings.
Local marketing used to be simple. To market your business in a local area, business owners used to join the local chamber, send direct mail postcards, buy a yellow-pages ad or perhaps even walk the trade area to introduce themselves to other local businesses, schools, banks, etc. in the neighborhood.
One of my favorite stories is about a small business owner who had the misfortune of being located in a strip center with two other businesses that sold the same wares. The store on the right advertised that they were having a sale, and everything was 10% off. The store on the left followed suit and put up a banner that said everything was 15% off. What was our owner to do?
He also put a banner over his front door that said:
MAIN ENTRANCE
Which door would you enter?
Examples:
#2 is how to optimize your Google My Business (GMB) page
#8 explains the importance of email marketing
#22 how to use local service ads for service-area businesses
#31 about how direct mail still works
#37 explains how to deal with the constant request for donations
#40 on how to use various kinds of signage to promote your business
In addition to ITB Partners, Doug works as a fractional CMO with Chief Outsiders. Chief Outsiders is the largest fractional CMO firm in the USA. As a result, Chief Outsiders is home to 75+ chief marketing officers who specialize in helping small to mid-sized companies grow.
Our Client, a subscription-based meal delivery service, is looking to expand its Marketing & Development team. Although our kitchen is in the Northeast, this opportunity is remote–the east coast time zone is a must.
The meals are packed into food-safe, recyclable pouches to lock in the freshness, flavors, and nutrients of the ingredients. We are seeking enthusiastic talent interested in working in a fast-paced and rapidly growing environment.
We are looking for a Leader of our Customer Experience team — moving us from a service center to a sales and retention center. We want someone who has no desire to go along with the status quo and, instead, pushes themselves and others to challenge, reimagine, optimize and innovate. This is the ideal position for someone ready to move to the next level in their career …. build the position into a critical part of the business operation.
What the Role Involves
Manage, scale and empower your team of Customer Experience professionals.
Own the expansion and retention of our client base throughout the customer lifecycle
Oversee continued development of our success strategy and its execution
Manage all customer success activities including onboarding, training/education, renewals, and customer advocacy
Interface collaboratively with Marketing, Product, and Development leaders
Measure and improve Customer Experience effectiveness by defining and executing on operational metrics
Define and monitor successful client adoption and usage of our product
Ideally, You Have
4+ years experience leading, scaling, and mentoring a customer experience team in a high growth subscription environment
Proven track record of coaching and mentoring high-performance teams
You are obsessed with client value delivery, retention, onboarding, and activation
Demonstrated desire for continuous learning and improvement
Analytical and process-oriented mindset
Experience in working with development teams to automate reporting, analysis, and data capture
Comfortable working with CRM tools such as ZenDesk or Zoho
Expert in the use of Excel or Google Sheets
Success in managing remote teammates
This is an “At Will” full-time salaried, exempt position. Medical, dental, and other benefits at a competitive cost. 401k available after 90 days. Sick time and unlimited vacation plan.
Our Client is an equal opportunity employer. We value a diverse workforce and an inclusive culture. We encourage applications from all qualified individuals without regard to race, color, religion, gender, sexual orientation, gender identity or expression, age, national origin, marital status, disability, and veteran status.
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“War is a grim, cruel business, a business justified only as a means of sustaining the forces of good against those of evil.” Dwight Eisenhower
My maternal grandfather came over from Germany to the United States in 1926. He saw what was shaping up in Germany, concluded it was not good and decided it best he leave. He died when I was in grade school. I heard him often say, loudly, he was an American. I asked him how he knew things were going to go bad for Germany at such an early point in the events. He told me he saw people standing on others. This response is all he would share with me for his answer. I knew he was not talking about a cheering squad standing on shoulders. I liked him, but he was a stern man at times. He was nice to me. I miss him. I have learned over the years standing on others always goes bad. Standing on anyone is called oppression. A more accurate term for oppression is evil.
Dwight Eisenhower never served a day in combat. I am not sure how he rose to be the head of the effort to win World War II. Eisenhower worked for Douglas MacArthur about a decade earlier, but he ended up being MacArthur’s peer and boss even though Eisenhower was much junior in tenure to MacArthur. Life has no shortage of surprises when it comes to work promotions, demotions, and terminations. Eisenhower traveled across much of Europe after World War I to observe the terrain of the battles that occurred there. This first-hand information served him well in his role as leader. It seems to me he knew he would one day need this information gained by direct observation. It turned out to be part of his research for the strategic planning he did not know he would be forming in his near future. I wonder if he knew during his walks across the European terrain then how many people from such a diverse group would want to be included to help eradicate evil at Normandy.
We have found your effort to accomplish your strategic planning work is not going well for you. We determined you have a people problem causing your work not to be accomplished as you prefer. We are considering if this problem can be fixed and, if so, how to best fix it. You are looking to swap out some of your people by either changing their work assignments or having them leave your organization. You are looking for some new faces to do the work you need to be accomplished. Let’s see if working to keep evil out of your organization will help you find new faces to work for you.
EVIL
The definition of evil is simple: death. Evil always causes the result of death. There are times when death is welcome, necessary, even good. It is a matter of how each death occurs. I am saying evil is not good, and good is not evil. If I cause death to help my organization, then I am doing evil. Destruction is not death. I could raze a building to put up another building at the same site. If I harm anyone, then I hurt the organization I lead. This anyone list includes those who work for me, any matrix-supplied folks involved in doing work with my people, my customers, my strategic partners, and my supply chain network.
HOW MUCH HARM?
Anger is a prelude to violence. Violence is a prelude to conflict. Conflict is a prelude to war. I talked about abuse last week. It has been my experience strategic planning work that is behind schedule in any organization does not help form tranquil conditions in either those organizations or for anyone external to the organization who needs the strategic planning work accomplished. Tension among work relationships is often high when work is behind schedule, to the point of anger being more frequent among members of the organization. If these attributes are not the case, then the workers do not care about doing the work. The answer to resolving this condition is simple: get rid of those who do not care about doing their assigned work. They may pretend to care about their work, but what evidence do they provide to you to prove their assertion? They have contributed to the work delay by hiding their work values from you as their leader. They have enabled the conditions to happen in your organization. There is neither a viable reason nor means for them to continue to be a member of your organization. Reassignment is not an option. Their actions are an example of evil. It is best for the organization to end their membership, and do so promptly. Then, you have to consider how you let this happen in the first place.
THAT BAD?
If evil is bad, then how much bad do you want in your organization? Can you afford to have any form of evil occurring in your organization? How can you stop all evil? The answer is you cannot. What you can do is not allow it to continue once it is realized. I shared recently people conditions change, so they must be measured frequently. Frequently can be a matter of seconds.
The events of US Airways Flight 1549 ending up in the Hudson River show a good example of the work progress matter we are discussing. There was a clear plan: fly from New York to Charlotte. An in-flight accident occurred. The pilots landed the aircraft on the water where the aircraft would float. The flight crew then had the passengers disembark the aircraft by standing on the wings in an orchestrated manner. Boats arrived at the aircraft, taking the passengers onto their boats. Here is the key to the success of their collective efforts: no one panicked. The aircraft captain made it clear within seconds of landing what will happen next. If panic would have occurred, then it is probable at least one death would have occurred. It is also probable the aircraft would have sunk within seconds. I encourage you to watch the film Sully to gain a deeper understanding of these events.
How about you? How do you foresee you would have responded to these events as a passenger, as a member of the flight crew, or as captain of the aircraft? I will go out on a limb here and say I do not see evil occurred by either the flight crew or the passengers. I make this statement because I do not see evidence of it. I cannot imagine how anyone on that plane felt during that experience. I can say, for certain, a leader must be ready to handle such events in the minutia of their work. Planning, training, scenario concepts, and…here it comes…a strategy for what to do in your planning, training, and conceptualizing efforts. Meaning, you must live as a leader performing continuous strategy development to stay out of whatever conditions you define as bad.
David Daniels and I discussed the best practices of inclusion in the concept of diversity. Dave shared, “Tangible mission statements and values allow successful organizations to align diverse ideas while creating an environment that allows everyone to bring their best by inclusion. Inclusion, bringing the best out of everyone, is one of the critical strategic imperatives in any successful organization.” My experience with successful organizations shows those organizations determine how to achieve inclusion well before they face difficult circumstances. They overcome the difficulties by having their people placed in roles that suit them well, thereby structuring the organization to be focused on the same mission by living what they value.
CODA
I am averse to conflict. I am no longer into violence. I, for many years now, would much rather walk away from being ill-treated than to respond with like-kind behavior. Having made these statements, I both have fought and will fight tooth-and-nail to defend those who I love. I will define the term love to you in a forthcoming column. I speak in both the literal and metaphorical for the term fight. I would rather suffer harm defending them than have them suffer harm. I am fortunate I have only had a few life-threatening events in my life. I hope you never have one in your life.
You as a leader are asking your people to trust you in many ways with each second you serve them as their leader. I have no interest in risking either harm or experiencing any form of evil if I can avoid it. Any leader I chose to follow must have a good reason as to why they would need to subject me to harm in my followership of them. I will not, repeat…will not…allow any leader to expose me to any form of evil by their choice, whether their choice is planned or unplanned. The point here is their choice. We, they as my leader and I as their follower may face evil on the journey we are taking together. It is then a matter of what we allow to continue.
How about you? What are you asking your people to do for you? What conditions are you asking them to experience as they do whatever it is you have asked them to do for you? How much productive work output do you expect your people to accomplish as they work either with or in any form of evil you allow to exist in your organization? What is the quality level estimate you foresee for the work output your people deliver to you while working either with or in any form of evil you allow to exist in your organization?
Read the letter from Eisenhower to his people dated June 1944 to see if you have the same level of commitment to your followers. Then, decide for yourself if Eisenhower was serious about his commitment to his people. Then, read the radio announcement from Roosevelt to the United States to decide for yourself if Eisenhower had the support he needed to execute the planned strategy. Finally, read the note Eisenhower wrote to Roosevelt a few hours before the execution of the planned strategy. “If any blame or fault attaches to the attempt it is mine alone.” These words are evidence of a leader.
If you view your job where you serve as a leader as too small to come close to the colossal events experienced by Eisenhower, then you would not be alone. I suspect your followers view your role as their leader as quite important to them. Lead them by serving them as their leader, holding the scale of your leadership work to give it the respect it is due. Then, see how fast things improve for your strategic planning efforts.
Please spend time this week watching the Sully film to see how Chesley Burnett “Sully” Sullenberger III, Eisenhower, Roosevelt, and you line up in your work today as a leader. Think about the present status of your strategy work effort. If the result of evil is always death, then what form of evil do you see in the midst of your organization?
So, I ask you: where do you want to go? I hope your answer is to develop the plans necessary to accomplish the strategy you know you need to achieve to arrive at your desired destination. If this is the case, then let’s get to work. If not, then I wish you the best of everything.
I hope we will see each other here next week. Email me if you need to talk before then.
Dr. Stephen H. Dawson, DSL
Executive Strategy Consultant
Stephen Dawson is an executive consultant of technology and business strategy, serving significant international organizations by providing leadership consulting, strategic planning, and executive communications. He has more than thirty years of service and consulting experience in delivering successful international business development and program management outcomes in the US and SE Asia. His weekly column, “Where Do You Want To Go?,” appears on Thursdays.
Dr. Dawson has served in the technology, banking, and hospitality industries. He is a noted strategic planning visionary. His pursuit of music has been matched with his efforts to lead by service to followers. He holds the clear understanding a leader without followers is a person taking a long walk alone.
Stephen has lived his life in the eastern United States, visiting most of the United States and several countries. He is a graduate of the Regent University School of Business & Leadership. Contact him at service@shdawson.com.
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I was being recruited in 1994 by a big-name record label out of Nashville to serve as bandleader for an up-and-coming country music guy. The deal terms proposed to me were pretty good, but I did not feel good about the deal in my gut. I passed on the work for one reason: they had not heard me play a note. They knew of my education and experience credentials but did not know too much about me as a person.
I recommended last week a short film for you to watch. I hope you watched it. We were going to talk about how your viewing experience of this short film went for you during our time together this week. The part about the whole person we covered last week is key to both this week and all things going forward. We will discuss the concept of inclusion as we meet now to go through how you felt during your viewing experience of the short film.
INCLUSION
I, for lack of a better way to say it, was in the band of this up-and-coming country music guy in 1994 without accepting the offer. My customer was going to be out in a sea of lights. They would be nameless and faceless to me. I would be paid bi-weekly if two things occurred. First, the new material we were going to record into an album sold where the record company was happy with album sales. Second, concert tickets supporting music material the guy had going on before me and supporting the pending record album sold. I would be replaced in an instant if both of these conditions were not happening consistently. I was okay with this criteria combination, as it is the nature of the work. Not everyone sees it this way. The album Centerfield is the third solo studio album by John Fogerty. Fogerty played all the instruments on this album himself. I guess John did not want to have the collective risk of some people problems anymore at that point in his career.
The identified people problem suffering your ability to have strategic planning work accomplished was compacted into a few minutes during the Most film. The older main character realized the problem, considered it, and acted on it. He had to act, one way or the other. He acted under duress imposed on him from the circumstances, not any person or persons. All options presented to him hurt him. It hurt me to watch the film. It is probable resolving your people problem is going to cause you some hurt, one way or the other.
The definition of inclusion is simple: included. Included, in the form of being…in. The degree of in is another topic. The fairness of being in or out is another topic. All I am saying to you now is a person who is included in your organization is in your organization, period.
A recent discussion with David Daniels had Dave sharing more of his wisdom with me. “Inclusion as part of the D & I equation revolves around people feeling like their voice is heard while leadership supports this concept because they believe it produces better solutions, thus better results, both financially and with higher commitment levels of employees i.e. the ability to attract the best of the best in their industry.” I agreed with Dave. I see people providing their input as many rivers coming together in a pool to feed a tree. The tree, in this example, is the work the people need to accomplish. It is tough to remain distinct when mixed, but this condition is similar to a cake. Add the ingredients, mix them, bake them, and there are no more ingredients. There is cake. Altering ingredient amounts and types means a different tasting cake. A structural approach to strategic planning for the who part and when they get involved part helps to accomplish a preferred result.
HOW MUCH IN?
Remember I wrote a few paragraphs back my customer would be out in a sea of lights? Well, those people were to be a part of my organization. I needed them to be happy by spending their money for me to keep my band leader job. I was not sure I could deliver the collective satisfaction the folks in that sea of light were after, as the big-name record company out of Nashville had not heard me play a note. There had to be a stronger connection to know if we would make it to success by a probability calculation.
Your strategy work is not getting accomplished as you prefer. We pushed off the option it is not a time or skills problem causing the work delay. It would be best if you now changed who you include doing your strategy work. This change does not mean they need to leave your organization; only stop doing this work. If you realize they do not have the skills to do the work, then you have a separate set of staffing actions to accomplish. Additionally, you have to take a hard look at if they should have done the work based on the time allotted to them to do the work combined with the workspace resources where they perform their work. Again, as I said a few weeks back, you have to call it for what it is.
Thelonious Monk made a strong point without saying it. One must first be in the band before one can lead the band. Franklin Roosevelt made the same point: “You are either with us or against us.” Today, we are faced with how to best recover from the 2020 global pandemic. It is clear the definition of work for many roles has changed forever. So, who is in your band, so to speak, for your organization going forward?
Richard Florida and Adam Ozimek addressed some of the challenges with remote work going forward. “Before the pandemic, a number of communities developed strategic initiatives to attract newcomers—some aimed at high-tech workers but others open to anyone who commits to moving. Many include the lure of cash incentives, akin to the moving expenses paid by companies to new hires.” This criterion is no longer valid for many industries and companies. “To lure and support the growing ranks of remote workers, communities will need to build out more complete ecosystems for them to live, work and gather.” Meaning, the ability to do remote work effectively as a whole person has changed the workforce forever by establishing suburban life a primary regardless of distance from the office to home locations.
Nataly Kelly wrote about the complexities of having inclusiveness in a global organization. “While it might not be immediately obvious why an employee in Tokyo should learn about the history of slavery in the United States, if we want our global teams to work together, they need to understand one another’s realities.” Going deeper, the concept of data is still not managed well at the executive level. Data, in the form of understanding the facts for how we as humanity got to where we stand today.
Thomas Davenport and Randy Bean found in their survey executives are excited about implementing artificial intelligence in their organizations, but they do not have reliable data leadership skills and leaders based on “nascent and evolving” leadership roles. “The executives are usually pretty bullish about technology but quite bearish regarding whether their organizations are becoming more data-driven.” The survey shows the role of data officer at the executive level is not agreed on by a high majority of executives.
The pattern playing out is clear. The leadership’s proverbial music is not making the audience (the organization) happy enough for them to want to keep listening. The organization cannot understand how data, being facts, interrelates because the leadership does not have a strong enough grasp on the data lifecycle concept themselves. Bad data, either incorrect or insufficient, feeds into both inaccurate and ineffective data analysis. This combination destroys efforts such as the planning of strategy.
REFRAIN TO CHORUS
My work as a bandleader was to play acoustic guitar, sing harmony, arrange much of the music after songwriters derived a melody, set the performance tempo, and develop musicianship in the band members. It is not easy to hide during a live performance of music. Strumming the guitar only goes so far, as we say in the guitar business. One must play the guitar, in my case, with the other musicians to have a band. Add in the singing aspect, and the sound is either is or is not pleasant to the paying customer. Your role now as a leader is to use a refrain to help get your people either to or back to productivity.
You could swap guitars, swap guitar amplifiers, move the musicians to a different location on the stage, or any number of changes to help improve the sound of a band. Say you needed to pick out a chair for you to sit down in for whatever reason. You could pick from many different seating options to meet your need. If you need strategic planning work accomplished, you will need to keep making changes to find the mix that results in productive work output. You are looking for, as an analogy, both applause and continued funding from your audience for your strategic planning work. There is a time constraint to almost everything. The older main character in the Most film was under an explicit time constraint. Staying focused on the scope of the strategy you are trying to plan is a viable means to knowing if you are either spending too much time getting the work accomplished or if you are indeed not getting work accomplished.
I used the words of James Taylor to help me walk out most of my musical journey. “I believe musicians have a duty, a responsibility to reach out, to share your love or pain with others.” The older main character in the Most film made the same choice as Taylor: sharing love or pain with others. Both this older main character and Taylor are leaders in their respective lots of life. Leading is not easy, but I never said it was easy.
Take time this week and consider the topic of who you need and want to include in your organization. Think about the associated time constraints, the money constraints, and the pains of having people come and go either moving around or out of your organization. The world population reached 7.8 billion people as of March 2020. There is no shortage of people for anything. Clearly, you cannot pick everyone in the world because you do not have enough money to pay everyone in the world. Besides, you would get so big along the way you would be identified as violating antitrust. Selecting irrevocable choices…this is the harsh reality of accomplishing strategic planning. Perhaps playing some music you like to hear during your consideration time will help you go through this thinking easier.
So, I ask you: where do you want to go? I hope your answer is to develop the plans necessary to accomplish the strategy you know you need to achieve to arrive at your desired destination. If this is the case, then let’s get to work. If not, then I wish you the best of everything.
I hope we will see each other here next week. Email me if you need to talk before then.
Dr. Stephen H. Dawson, DSL
Executive Strategy Consultant
Stephen Dawson is an executive consultant of technology and business strategy, serving significant international organizations by providing leadership consulting, strategic planning, and executive communications. He has more than thirty years of service and consulting experience in delivering successful international business development and program management outcomes in the US and SE Asia. His weekly column, “Where Do You Want To Go?,” appears on Thursdays.
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