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Let Your Leaders Lead: From Task Masters to Creative Coaches

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Have you ever wondered—at the end of yet another ten-hour day—if you simply have too much to do? Or is it that you’re just not organized enough? Many call center leaders spend two to three hours per day handling email, and another two to three hours in meetings. This session will address the tremendous pressures call center managers face and offer techniques for managing your day-to-day more effectively, dramatically reducing email time. Presented by: Mary Murcott, CEO, NOVO1

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Page 1: Let Your Leaders Lead: From Task Masters to Creative Coaches
Page 2: Let Your Leaders Lead: From Task Masters to Creative Coaches

Let Your Leaders Lead:From Task Masters to Creative CoachesService & Support Professionals: ICMI Contact Center Essentials

Mary Murcott, CEO, NOVO1

© Murcott 2011

Page 3: Let Your Leaders Lead: From Task Masters to Creative Coaches

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Page 4: Let Your Leaders Lead: From Task Masters to Creative Coaches

What We’ll Cover

Creative Coaching - Making Good Reps Better

1

2

Selecting Supervisors with True Leader Potential

3

Role Clarity - Finding Time to Let Leaders Lead

Page 5: Let Your Leaders Lead: From Task Masters to Creative Coaches

Selecting Team Leaders with True Leader Potential

Page 6: Let Your Leaders Lead: From Task Masters to Creative Coaches

Fact: 50 - 80% of People are in the Wrong Job

Including Leaders!

Page 7: Let Your Leaders Lead: From Task Masters to Creative Coaches

Ability to Predict H/L PerformanceSelection Method % Predictability

Age 0Amount of Education 0Traditional Interviews 4Grade Point Average 4Personality Tests 4 Reference Check 6

Biographical Data 9

Situational Interviews 9

Behavioral Interviews 10

Mental Ability Tests 25

Content Valid Simulations 64

Source: Chart adapted by Dr. Wendell Williams, PhD from a Hunter & Hunter meta analysis

80% predictive

Page 8: Let Your Leaders Lead: From Task Masters to Creative Coaches

Team Leader Hiring Recommendations

Use a good predictive hiring assessment

When hiring from within:– Let potential supervisors who pass play interim supervisory

roles (job demonstration)

– Look for “electability”

Page 9: Let Your Leaders Lead: From Task Masters to Creative Coaches

What to Look for in a Leader

• Employee First focus• Trustbuilder• Respectful• Inspiring• Grow talent• Performance coaching• Concern for welfare• Situational leadership

• Teambuilder• Good judgment• Integrity Not nec es s arily

the bes t rep!

L eaders hip Tec hnic al C apability

• Functional discipline• Customer focus

Page 10: Let Your Leaders Lead: From Task Masters to Creative Coaches

Role Clarity - Finding Time to Let Leaders Lead

Page 11: Let Your Leaders Lead: From Task Masters to Creative Coaches

Why it is Difficult to be a Call Center Leader

Page 12: Let Your Leaders Lead: From Task Masters to Creative Coaches

Network Fact Finding

Q1: % Coaching expectations?

Q2: % Coaching actual?

Q3: How do you know the actual %?

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Why Coaching is so important

Team Leader Coaching as a % of Role*

– Average 3-25%– Best in Class 70%– World Class 80%

*PTI Survey of clients and non-clients

Page 14: Let Your Leaders Lead: From Task Masters to Creative Coaches

The Coaching ROI

The correlation between Business Outcomes (sales* or FCR) and coaching time is directly proportional

Conversion Ratio or FCR

% Coaching Time

* S ource – S QM and P T I

Page 15: Let Your Leaders Lead: From Task Masters to Creative Coaches

3 Time Management Secrets of Top Leaders

Know where their time is going

Eliminate or manage time wasters

Spend time scheduling and delivering coaching

Page 16: Let Your Leaders Lead: From Task Masters to Creative Coaches

Know where your Team Leaders Spend Time

Task%

RoleKeep

It is my role

EliminateIt is a time waster

DelegateIt must be done, but

not my role

Stop accepting

Refer task to:

Coaching 55%

Meetings 15%

Projects

Emails 10% Reducemanage

Admin 10%

BIC Companies Team Leaders coach at 70% of role

Page 17: Let Your Leaders Lead: From Task Masters to Creative Coaches

Facilitate a Meeting Like a Pro

Have an agenda

45 minute meetings

Starting the meeting

Publish meeting minutes

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eMail Facts

US office workers spend 25% of their time on their emails

Source: book- Send

85% of all emails (business and personal) are read within 10 minutes

40% of the emails are as a result of ones they send

60-70% of all emails received in call centers come from the center itself

Source: PTI

This data would indicate that much of the email volume

is within management’s

control

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Take Back 2 - 3 hours a day! Email Management Best Practices

Avoiding unnecessary emails

Prioritizing emails

When to process emails

Commit to a daily process

Actioning and filing emails for

reference and follow-up

Using your email tools

Page 20: Let Your Leaders Lead: From Task Masters to Creative Coaches

The Inherent Problem with Email

Page 21: Let Your Leaders Lead: From Task Masters to Creative Coaches

8 Deadly eMail Sins*

1. Vague

2. Insults

3. Jail time

4. Cowardly

5. Re:Re:Re:Re:6. Sarcasm7. Too casual8. Inappropriate

* Source: Adapted from the book-

SEND

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How to avoid receiving unnecessary emails

Send better ones yourself!

Model the behavior

Then - Train everyone else

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Use subject lines to summarize- not describe

Poor Subject:Subject: Deadline

discussion

Better Subject:

Subject: Recommend-Move budget deadline to Fri due to travel schedule. EOM

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Re: Re: Re: Re:

If there is a long email string - rethink sending a reply

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Make action requests clear - It is Delegation

Better cc:

To: Donald, Minnie, MickyFr: The Smurfs

Subject: The draft of the new storyboard is complete

MM: Feedback Required on the storyboard draft is needed by you and your team. Deliver feedback to DD by Wed this week.

DD: Obtain approval from the Smerf Comms team for final draft (received from MM’s team above) by Thursday end of day. Forward approved draft by Tues to the Smerf head writer

Poor cc:To: Donald, Minnie, MickyFr: The SmurfsSubject: The draft of the

new storyboard is complete

The draft of the storyboard is complete. It spells out exactly the new storyline that is required to be done to create a merged cartoon to get a new audience. We will need approvals by next Tuesday to meet the new script deadline.

Page 26: Let Your Leaders Lead: From Task Masters to Creative Coaches

When is an call or an IM Better?

CallConvey concern

Emotional issue

Can’t get an answer

Need to move fast

Privacy

Dialogue necessary

Soften an email

IM or TextReal timeAudience likes IM/TxtSilent communication

Page 27: Let Your Leaders Lead: From Task Masters to Creative Coaches

But training others by example only goes so far…..

Page 28: Let Your Leaders Lead: From Task Masters to Creative Coaches

# 1 Rule: Turn off the “you got mail” auto-check pop-up window

After a worker has been interrupted by an email, it takes about 30 minutes to return to the task.

That assumes that the worker actually returns to the task!

-Source: SEND book

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Use the cc Filter

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When NOT to process emails

Page 31: Let Your Leaders Lead: From Task Masters to Creative Coaches

eMail file organization

Inbox

Admin

Actioned

Completed

xPersonal

Xcellent

Page 32: Let Your Leaders Lead: From Task Masters to Creative Coaches

A Six-Step Daily eMail Process

At the end of the day:

1. Scan emails2. Move all personals to xPersonal3. Accept or decline meetings4. Copy email details for dial in/ location info to

calendar -then delete email5. Utilize the FAT system- File, Act or Toss6. Prioritize remaining emails & work them

Page 33: Let Your Leaders Lead: From Task Masters to Creative Coaches

Other eMail tips

Short intensifies message, long softens Present main topic in 1st paragraphUse “no need to respond”Use “out of Office” with how to get helpRespond at top - not bottomNever send anything private or confidentialNo incoming emails when answering

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Last ThoughtIt is critical for your management team to agree on email policies.

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How to Coach - 3 New Tools for Making Good Reps Better

Page 36: Let Your Leaders Lead: From Task Masters to Creative Coaches

Thoughts on Coaching

“Coaches who can outline plays on a black board are a dime a dozen. The ones who win get inside their player’s heads and inspire them”.

-Vince Lombardi, Football Coach

Page 37: Let Your Leaders Lead: From Task Masters to Creative Coaches

Coaching Defined

Coaching is a two-way performance conversation based on data, facts and

observations.

Page 38: Let Your Leaders Lead: From Task Masters to Creative Coaches

How do you know if your coaches are any good?

Page 39: Let Your Leaders Lead: From Task Masters to Creative Coaches

Tool # 1 Triangular Coaching – Coach the Coaches

1. Model coaching

2. Observe coaching

Page 40: Let Your Leaders Lead: From Task Masters to Creative Coaches

Tool # 2 - Coaching Guides

One coaching guide for each Performance Driver which:

– Root cause analysis

– Approaches to close gaps

Page 41: Let Your Leaders Lead: From Task Masters to Creative Coaches

Hold TimeANALYSIS ROOT CAUSE ACTIONS

Listen to calls via recording or side by side to uncover trend and…

Share the metrics report and ask the rep to compare their Hold time or % with others and

Review escalation report

Feedback from customers

Analyse their Hold time and hold percentage statistic in conjunction with other statistics (transfer, OB ratio)

Ask rep to write down reason for every time they must use the hold button for 1 day and analyse results

1. Lacks understanding of how and when to use hold phone buttons

Review policy and procedure on when to use Hold button and how often to return to customer to advise of status and permission to continue to hold them.

2. Lack of product or tool knowledge

Team Leader to:

Review training material, job aides, and schedule rep in appropriate upcoming training module

Review with rep product knowledge or proper processing or tools or explain computer short cuts.

Review and role play with rep on areas of difficulty

Have consultant sit side by side with a best consultant

3. Lack of support in escalation desk or poor service level from partners

If the rep’s average hold time is significantly higher then their peer group working the same hours and days, then this is not the reason they are higher than their peer group.

How not to get there:Please Don’t:-Dump customer calls - Guess the answer- Using mute button - Unnecessarily arrange a call back-Unnecessarily transferring a call

Page 42: Let Your Leaders Lead: From Task Masters to Creative Coaches

Leadership is more about who we are than about what we do

• Leaders bring their whole selves to the role

• How we think, how we feel and how we move are interconnected

• Much of “who we are” is non-verbal

Page 43: Let Your Leaders Lead: From Task Masters to Creative Coaches

93% of Communication is Non-verbal*It’s Not Just What You Say, It’s the Way That You Say It

38%Tone of Voice

55%Body Language

*Albert Mehrabiam, Silent Messages

Page 44: Let Your Leaders Lead: From Task Masters to Creative Coaches

When you want to make a person feel valued, listening is the currency you use.

Start here

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Listening Skills

We speak at 125words per minute

We hear at 300 words per minute

We think at 600 to 900 words per minute

Page 46: Let Your Leaders Lead: From Task Masters to Creative Coaches

“It only takes one skillful person to improve a conversation”

“Conscious Business” by Fred Kofman

Page 47: Let Your Leaders Lead: From Task Masters to Creative Coaches

4. WILL

3. OPTIONS

1. GOAL

2. REALITY

GROW* Model of Coaching

* From Coaching for Performance, Sir John Whitmore

Page 48: Let Your Leaders Lead: From Task Masters to Creative Coaches

The Coaching Challenge:

Team Leaders speak 30%

Representatives speak 70%

Page 49: Let Your Leaders Lead: From Task Masters to Creative Coaches

Leaders are Judged by the Quality of the Questions They Ask

Tell me more….

WHY?Who What When WhereWhat

Page 50: Let Your Leaders Lead: From Task Masters to Creative Coaches

Tool # 3 - Sample Power Questions for Performance Coaching

The Gift

Page 51: Let Your Leaders Lead: From Task Masters to Creative Coaches

• What’s been going on lately?• What have you been focusing on? • Where have you been putting your energy?• What’s on your mind?• How did _____________go?• You mentioned you wanted to talk

about_________. I also want to discuss ________.

Connecting Power Questions

Page 52: Let Your Leaders Lead: From Task Masters to Creative Coaches

• What goal would you like to achieve?• What would you like to happen?• When you resolve this situation, what will be different?• How will your results be different when you reach your goal? • How will you know when you have reached your goal?• How important is it for you to resolve this situation?• What is important to you about this goal?• When would you like to achieve your goal?

* Source: C&K Knowledge Company

Long Term Goal Power Questions

Page 53: Let Your Leaders Lead: From Task Masters to Creative Coaches

• What is your goal for this conversation? • How far do you expect to get in this

session? • When we are finished with this

conversation, what would you like to have?

• What would you like to walk away with from this conversation?

• What would be the most helpful thing for you to take away from this session?

* Source: C&K Knowledge Company

Short Term Goal Power Questions

Page 54: Let Your Leaders Lead: From Task Masters to Creative Coaches

• What is happening now? What is the core issue?• What have you done so far?• What is telling you that there is a problem?• What do you feel good about? What don't you feel

good about?• Who do you know that has had a similar situation?• Who do you know that does this well?• When have you faced this before?• What resources have you already used? (Skill,

time, enthusiasm, money, support, etc)• How concerned are you about it?• Who is affected by this issue other than you?• Who knows about your desire to do something

about it?

* Source: C&K Knowledge Company

Reality Power Questions

Page 55: Let Your Leaders Lead: From Task Masters to Creative Coaches

• How much control do you personally have over the outcome?

• Who else has some control over it and how much?

• What have been your greatest successes so far?

• What has been your greatest obstacle? • What internal obstacles or personal

resistance do you have in taking action?

* Source: C&K Knowledge Company

Reality Power Questions

Page 56: Let Your Leaders Lead: From Task Masters to Creative Coaches

• What would you like to do next?• What are 3 different ways you could approach this

situation?• How have you approached or handled other,

similar situations?• If you had unlimited time, what would you do?• What would you do if you could start again with a

clean sheet?• How would you prioritize this list? • What are the advantages/disadvantages of each

option?• Which actions would give you the most

satisfaction?

* Source: C&K Knowledge Company

Options Power Questions

Page 57: Let Your Leaders Lead: From Task Masters to Creative Coaches

• What is your next step?• When will you complete these actions?• How will you let me know?• Which options do you choose? • How will you know you’ve been successful in

completing this action? • What support do you need from me?• On a scale of 1-10, how committed are you to taking

these next steps?• How would you like to check back on your progress?• What personal resistance do you have, if any, to

taking these steps?• Who needs to know about your next steps?• What would move you higher on the commitment

scale?

* Source: C&K Knowledge Company

Will Power Questions

Page 58: Let Your Leaders Lead: From Task Masters to Creative Coaches

Thank You for Attending

Please fill out our evaluation

Page 59: Let Your Leaders Lead: From Task Masters to Creative Coaches

Questions & Answers

Mary MurcottPresident and CEO

NOVO 1 Contact Centers+1.972.998.6734

[email protected]

ICMI Information - icmi.com

facebook.com/callcentericmi, @callcentericmi

Page 60: Let Your Leaders Lead: From Task Masters to Creative Coaches

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