Service Excellence - Do You Have the Right Team?

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Retooling for the Future Service Excellence Do You Have the Right Leadership Team to Drive Excellence? Theo Gilbert-Jamison Theo Gilbert-Jamison MPCA Annual Conference September 28, 2009

description

Customer service presentation at the 2009 MPCA Annual Conference.

Transcript of Service Excellence - Do You Have the Right Team?

Page 1: Service Excellence - Do You Have the Right Team?

Retooling for the Future

Service ExcellenceDo You Have the Right Leadership Team to

Drive Excellence?

Theo Gilbert-JamisonTheo Gilbert-JamisonMPCA Annual Conference

September 28, 2009

Page 2: Service Excellence - Do You Have the Right Team?

Creating a Culture of Service,

Performance, and Operational Excellence is a journey, not a destination.

Do You H

ave the Right Leadership Team?

Page 3: Service Excellence - Do You Have the Right Team?

ServiceServiceExcellenceExcellence

Customer Loyalty

Department Accountability

Lead

ers

hip

Develo

pm

en

t

Philosophy,

Values & Cultu

re

Work

En

vir

on

men

t&

Team

work

Quality/

Continuous Improvement

Selection

Process

Skill &

Knowledge

Do You H

ave the Right Leadership Team?

The Roadmap to Driving ExcellenceThe Roadmap to Driving Excellence

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Do You H

ave the Right Leadership Team?

Learning Learning ObjectivesObjectives

• Clarify what is necessary to drive excellence

• Identify your organizational & leadership gaps

• Outline steps to creating sustainable change

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Unclear Vision & Mission

No Defined Expectations

Compromise

Lack of Accountability

Lack of Alignment

Lack of Engagement

Inconsistency

What are your leadership challenges What are your leadership challenges in driving service excellence?in driving service excellence?

Do You H

ave the Right Leadership Team?

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Non-Believers

Believers ChangeAgents

Do You H

ave the Right Leadership Team?

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The customer is the most important visitor on our premises.

He is not dependent on us. We are dependent on him.

He is not an interruption of our work. He is the purpose of it.

He is not an outsider of our business. He is part of it.

We are not doing him a favor by serving him.

He is doing us a favor by giving us the opportunity to do so.

--Mahatma Gandhi

Do You H

ave the Right Leadership Team?

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The Three DangersThe Three Dangersthat impede excellence

CompromiseCompromiseLack of

AccountabilityLack of

AccountabilityInconsistencyInconsistency

Do You H

ave the Right Leadership Team?

Retooling for the FutureRetooling for the Future

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Customer Service Service ExcellenceMeeting Expectations

Compliance with Needs

Meeting Standards

Warm & Friendly

Competent / Knowledgeable

Focus on Function

Customer Satisfaction

Exceeding Expectations

Compliance and Anticipation

Exceeding Standards

Accommodating & Flexible

Subject Matter Expert

Focus on Purpose

Customer Loyalty

Do You H

ave the Right Leadership Team?

Retooling for the FutureRetooling for the Future

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PATIENTLoyalty

PATIENTSatisfaction

PersonalizedService

Defect-FreeProduct

Easy, EffectiveProblem Solution Process

Warm & FriendlyService

ContinuousImprovement

Do You H

ave the Right Leadership Team?

Retooling for the FutureRetooling for the Future

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Leadership Function Leadership Purpose

Manage and oversee department or division operations

Operate within budget

Hire and manage employees

Attend meetings

Control costs and waste

Maintain and improve worker productivity

Handle internal/external conflict

Complete reports

Maintain safe work environment

Inspire, lead and motivate employees to achieve greater goals

Set the vision and mission for the department or division

Be a mentor, coach and role model

Ensure the team is aligned around a common purpose

Provide direction, praise and recognition for a job well done

Develop the skill and talent of their team

Do You H

ave the Right Leadership Team?

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The Six Principles of SERVICE EXCELLENCE

Principle 6Measurement &

LeadershipAccountability

Principle 5Organizational

Alignment

Principle 4Intervention &

LearningStrategy

Principle 3Service

Standards

Principle 2BusinessObjectives

Principle 1Vision and Mission Statement

Do You H

ave the Right Leadership Team?

Retooling for the FutureRetooling for the Future

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STARTED STOPPED CONTINUED

Since October 2008Since October 2008To creating and sustain a culture of service excellence, what have you…

Retooling for the FutureRetooling for the FutureD

o You Have the Right Leadership Team

?

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What is Your Core

Processes

Data/Goals

Profit

Customers

Growth

Employees

Do You H

ave the Right Leadership Team?

Retooling for the FutureRetooling for the Future

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ServiceExcellence

Processes

Data/Goals

Profit

Patients

Growth

Employees

Do You H

ave the Right Leadership Team?

Retooling for the FutureRetooling for the Future

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LEVEL ONE

Organizations

LEVEL TWOOrganizations

LEVEL THREEOrganizations

Do You H

ave the Right Leadership Team?

The Three Levels of Organizational Effectiveness

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Level 1Level 1

Level 2Level 2

Level 3Level 3

We have no written:•Vision•Mission•Core Values•Standards of Service•Business Objectives

Solution:

Leaders Need a Common Purpose

The Three Levels of Organizational Effectiveness

Do You H

ave the Right Leadership Team?

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Level 1Level 1

Level 2Level 2

Level 3Level 3

We are a successfulorganization with a

definedservice philosophy.

However,we have no strategy

for creating a culture of

service and performanceExcellence.

Appropriate Interventions:•Customer/Employee Sat. Surveys

•New Employee Orientation

•Re-Orientation through SEW & LTK

•Organizational Alignment/Line Ups

•Service Excellence Scorecard

Solution:Leaders Need an

Execution Strategy to ensure consistency

The Three Levels of Organizational Effectiveness

Do You H

ave the Right Leadership Team?

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Level 1Level 1

Level 2Level 2

Level 3Level 3

We are a successful, savvy

organization. However,

we have no process for

sustaining a culture of service

and performance excellence.

Appropriate Interventions:•Focus on The Three Dangers

•Service Excellence Audit

•Problem Resolution & Empowerment

•Quality Management

•The Leadership Academy

Solution:Leaders need a

sustainable processto ensure accountability

The Three Levels of Organizational Effectiveness

Do You H

ave the Right Leadership Team?

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The Level One LeaderThe Level One Leader

Processes PurposeDISCONNECT

•Limited exposure to new thinking - close minded to change

•No articulated purpose – functionally driven

•Intimidated by challenge

•Limited exposure to new thinking - close minded to change

•No articulated purpose – functionally driven

•Intimidated by challenge

Do You H

ave the Right Leadership Team?

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The Level Two LeaderThe Level Two Leader

ProcessesProfitGrowth

Purpose

STRUGGLE

•Some exposure to new thinking - open minded to change

•Understands purpose – but finds it difficult to balance with function

•Willing to accept challenge, but to a limit

•Some exposure to new thinking - open minded to change

•Understands purpose – but finds it difficult to balance with function

•Willing to accept challenge, but to a limit

Do You H

ave the Right Leadership Team?

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The Level Three LeaderThe Level Three Leader

ProcessesProfitsGrowth

PurposeBALANCE

•Fully exposed to new thinking – not intimidated by change

•Understands their purpose – Prioritizes to ensure balance between function & purpose

•A maverick – excited by the challenge

•Fully exposed to new thinking – not intimidated by change

•Understands their purpose – Prioritizes to ensure balance between function & purpose

•A maverick – excited by the challenge

Do You H

ave the Right Leadership Team?

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Is your Service Philosophy?

Known

Clearly Understood

Relevant

Aligned

Discussed

Acted On

Measured

Creating a Culture of Service Excellence has a

Trickle Down Effect

Senior Leadership

Managers

Supervisors

Employees

Do You H

ave the Right Leadership Team?

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Our “WOW”“WOW” ChecklistThe Patient Experience

Our Front Desk Receptionist stands up, provides a warm, sincere, smiling welcome

Our Front Desk Receptionist clearly provides their name and offers assistance

Our Front Desk Receptionist uses patient’s name at least once prior to closing

Our Front Desk Receptionist exhibits a sincere desire and compliance to all patient requests

Our Front Desk Receptionist offers a personalized service or recommendations

Our Front Desk Receptionist is efficient yet unhurried and sensitive to the patient needs

Our Patient feels well served

Do YO

U H

ave the Right Leadership Team?

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To improve, To improve, what must what must you…you…

• START

• STOP

• CONTINUE

Do You H

ave the Right Leadership Team?

Retooling for the FutureRetooling for the Future

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What’s the Next Step• AssessAssess your team

• Determine your GapsGaps

• Devise a plan for ImprovementImprovement

• InvolveInvolve and EmpowerEmpower your employees

• Be a RoleRole ModelModel for Excellence

• Create a Work Environment that Makes “Service Excellence” SustainableSustainable, not a program of the month

• Do not Compromise – be ConsistentConsistent

• Remember…There is NoNo ExcuseExcuse for substandard service!

Vision/MissionBusiness Goals

Service Standards

Intervention &Learning Strategy

Organizational Alignment

Measurement & Leadership

Accountability

Do You H

ave the Right Leadership Team?

Retooling for the FutureRetooling for the Future

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Thank You!Thank You!For More Information

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Do You H

ave the Right Leadership Team?