Latest / Customer Service Revolution | Customer Experience & Employee Experience for Business Leaders / 272: Your Employee Experience Is Showing Up in Your Customer Experience
Transcript
- 0:48Employee experience has become one of those phrases that every company talks about.
- 0:53But too often, Organizations try to improve employee experience by adding benefits,
- 0:58recognition programs, surveys,
- 1:00or engagement initiatives. And those things can matter,
- 1:04but they may not address the real issue because employees don't experience your
- 1:08organization through your company's mission statement.
- 1:11They experience it through their leaders.
- 1:14Welcome back to the Customer Service Revolution Podcast.
- 1:17Today I am joined by Dave Murray,
- 1:21our Vice President of Consulting here at The DiJulus Group And Dave
- 1:24has been working closely with PSECU on employee experience
- 1:29and leadership development. So I really wanted to pick his brain about this.
- 1:32And we're going to talk about what he's seen firsthand,
- 1:35what leaders get wrong, what actually changes behavior,
- 1:39and why employee experience ultimately shows up.
- 1:42In the customer experience. How are you doing,
- 1:44Dave?
- 1:45Denise, I am doing great. Thanks for having me and how are you doing?
- 1:48I'm doing well too. Thank you.
- 1:49Thank you so much for making time to join us.
- 1:52I know you are about to get on a plane.
- 1:53So let's get what we can out of you before you hit the road.
- 1:58And ironically, I'm headed back to PSECU ~ to spend the day with their leaders
- 2:03tomorrow. So the timing couldn't be any better.
- 2:05And it's such a great topic. And I'm thrilled to be able to share it because P
- 2:09S E C U, which stands for, by the way,
- 2:12the Pennsylvania State Employee Credit Union,
- 2:15which is a little misleading because they are no longer limited to just employees
- 2:19of the state of Pennsylvania. They kind of grown.
- 2:21Their member base. As a matter of fact,
- 2:23they're close to 600,000 members today.
- 2:26But they started back in 1934 as a credit union for Pennsylvania State employees.
- 2:31But they are doing such great things with the work that they have done with
- 2:35us at the DeJulius Group from both the external member experience,
- 2:39but also, and probably more importantly,
- 2:41the internal employee experience that we're gonna talk about today.
- 2:45So the timing's great.
- 2:45Fabulous. and Dave, I know this is something that's near and dear to your heart too,
- 2:50as you penned a book with John De Julius on
- 2:55the employee experience. So I'm sure there's parts of that that
- 2:58are gonna get brought up in here too,
- 2:59the ex employee experience revolution.
- 3:02And listeners,
- 3:03Yes. Sure.
- 3:04I'll have a link in the notes for that book for you too.
- 3:07When companies tell you, Dave,
- 3:09that they want to improve the employee experience,
- 3:11what do they usually think the problem is?
- 3:14And what do you often discover the problem actually is?
- 3:17Well, what they normally think is,
- 3:19you know, we hear this a lot, maybe they maybe they mismatch people,
- 3:23right? They don't have people in the right seats.
- 3:24We hear that all the time. Or their onboarding needs to be improved
- 3:29or or their overall training needs to be a little bit improved.
- 3:32Very rarely do organizations feel that they maybe have they might
- 3:37be lacking a little bit when it comes to the actual managers.
- 3:39that's usually where the problem lies.
- 3:41And I'm not saying
- 3:42That a lot of organizations have lousy managers out there.
- 3:45Not at all, right? There's a lot of great managers.
- 3:47I'm not saying that managers aren't good at what they do,
- 3:50but what we find is managers are usually usually lacking what we refer
- 3:55to as the soft skills of leadership.
- 3:58And let me give you a quick example.
- 4:00And this comes from the book, the research that John and I did for
- 4:03for the employee experience revolution.
- 4:04And it it holds true with every organization that I share this statistic with.
- 4:08But there's a statistic that
- 4:10That came out about two and a half years ago on something that's called accidental
- 4:14managers. Now, what an accidental manager is,
- 4:17someone that got promoted into a supervisory managerial role,
- 4:21and they have the the job skill knowledge.
- 4:24In fact, they might have done the job themselves,
- 4:25they might have got promoted from within the ranks,
- 4:27but they have very little, if any,
- 4:30managerial training, which translates to they have very little soft skill knowledge
- 4:35of what it takes to be a leader.
- 4:36Right. So it's kind of that old saying that,
- 4:38you know, you're the best salesperson gets promoted into the the
- 4:41the leadership role because we want you to go and lead by example
- 4:45and hopefully through osmosis all your great traits kind of l land
- 4:49on everybody else. But that's not always the case.
- 4:51And we find very often that best producers don't even want to have that managerial
- 4:55role. They'd rather just go and produce,
- 4:57but they take the role because that's kind of the next step in their career.
- 5:00They almost feel they have to take the role.
- 5:02And they're a really good example of an
- 5:04Accidental manager because they're they're taking the role,
- 5:08still doing what they do and what they love to do,
- 5:10which in this case may be selling,
- 5:11but don't really have the time or the knowledge to manage their team that they
- 5:16now have. And so getting back to this term accidental managers and a study that
- 5:20was done ~ about two and a half years ago,
- 5:23as I mentioned, by an organization called Achieve Workforce Initiative,
- 5:26here's what they found. They did a study on how many accidental managers
- 5:30are out there in the workforce today.
- 5:32And the number they came back with was 82% of current managers in
- 5:37the workforce fall under this accidental manager category.
- 5:40Now, that's a lot, right? That is a lot.
- 5:44And so that's a problem. And so when we hear we have an employee
- 5:48~ experience problem, we usually already know where it's going to lie because again,
- 5:52it doesn't mean that those 82% are bad managers.
- 5:55They're probably really good at a lot of things.
- 5:57But they may not be focused on some of the things that are most important
- 6:01to delivering a great employee experience to their team members.
- 6:05Not everybody comes off the bench being a Ted Lasso.
- 6:08Correct. Yes.
- 6:09Yeah, we talk a lot on this podcast about designing a customer journey.
- 6:14Should companies be just as intentional when they're designing an employee journey?
- 6:19And where do leaders have the biggest impact on that journey?
- 6:22Yeah, so that's a great question.
- 6:24Our answer to that is yes, that that should be just as purposeful
- 6:28as your external experience, right?
- 6:30But a lot of organizations aren't focused on that either,
- 6:33right? A lot of organizations kind of hope that they hire people that have
- 6:37a passion for their customer experience and they're gonna go out and deliver it,
- 6:40but we know that's not the case,
- 6:42especially if you have not pr provided them any guardrails to follow,
- 6:45right? And that's why we have so much inconsistency out there when it comes
- 6:48to the customer experience.
- 6:50Well, the same thing happens on the employee experience,
- 6:53right? We actually we actually call it I I like to refer to it as
- 6:56the the manager lottery. And we've all been a part of that at some point or another,
- 6:59right? Where we we had a job, we loved our manager,
- 7:02we would we would go through a brick wall for them.
- 7:04If they asked us to show up early,
- 7:05we'd we'd say of course. All those things,
- 7:07right? Because that we felt cared for.
- 7:09We felt that manager had our back and we would do whatever that manager asked.
- 7:13We also had managers at at some time or another where we felt like a number,
- 7:16we felt like we weren't cared for.
- 7:18We felt like maybe they didn't even know us all that well.
- 7:20We're just kind of like one of a of many.
- 7:22And what happens is your engagement is not as much.
- 7:26Even if you really like the organization,
- 7:27you're gonna become less engaged.
- 7:29Well, here's the thing: that manager themselves has has such ~ an important role
- 7:35in that engagement, right? If I feel that my manager cares for me,
- 7:39is helping me get to where I want to go,
- 7:41has my back, sings my praises every once in a while.
- 7:44I am gonna be more engaged i in my overall role and the organization.
- 7:47And conversely, the other's gonna be true if I feel that I don't have that that
- 7:52backing from my manager. So it it's i one of the things that I find kind
- 7:57of interesting, Denise, is there's a statistic that we talk about all the time.
- 8:00That when you combine two important factors,
- 8:03how productive a team member is gonna be in their role,
- 8:07plus how long they're gonna stick around.
- 8:09So those are those are two pretty important things for employees,
- 8:12right? Because we know
- 8:13That when we lose people, th their their length of tenure,
- 8:15if it's shorter, that that costs us a lot of money to replace them.
- 8:18And how pro how productive they're gonna be in their role.
- 8:21So those are two really important things.
- 8:22And we have a study that tells us those two things,
- 8:25when those are combined, so they're more productive and they stick around longer.
- 8:28The biggest impact on those two things being positive is the relationship they have
- 8:33with their immediate manager. Do I have a good relationship?
- 8:36Do I feel that they have my back?
- 8:38And so it really surprises me.
- 8:40that more organizations don't have that as a strategy that they're teaching their
- 8:44leaders when they become when they get promoted into management that you know
- 8:48is as as important as driving the results are,
- 8:50hitting those KPIs, whatever they are in your business,
- 8:53having great relationships with your team members and
- 8:55and fostering that relationship is just as important and maybe in some cases more
- 9:00important, especially if we're suffering from high turnover right now
- 9:03or lack of productivity. So it it's it's one of those things that is so important
- 9:08To organizational growth, but is often either overlooked completely
- 9:12or an assumption is made that everyone's doing that.
- 9:15You know, we got that because we hired great leaders,
- 9:17they're gonna go and do that. But that's not always part of that,
- 9:20you know, managerial one-on-one.
- 9:22A lot of organizations don't talk about those soft skills,
- 9:24they just focus on the hard skills,
- 9:26driving the KPIs, driving results,
- 9:28and don't talk about how to really lead behind the scenes.
- 9:31And that's why we have so many inconsistencies internally as well.
- 9:35~ all right, so you're heading later today to Pennsylvania State Employees Credit
- 9:42Union, right? Did I say that right?
- 9:43Yes, correct. Yes, you did. You did.
- 9:44P S E
- 9:46C to work on the employee experience leadership.
- 9:49If you can without getting into anything proprietary,
- 9:53what were they trying to accomplish and what did you see
- 9:56as their biggest opportunity?
- 9:58So they've done some great work.
- 10:00We've been working with them for probably about two years now,
- 10:03and we've done some fantastic work with them.
- 10:05It it started all with the member experience,
- 10:07like most of our relationships do when we're working with a with a client of ours.
- 10:11So we created some great content,
- 10:13but then we also spent some time in doing some workshops,
- 10:16really focusing on leadership,
- 10:18making sure that all of our leaders are focused on this as well as internal culture.
- 10:23Things like
- 10:24The ~ communication internally from department to department,
- 10:27so we're not dropping the ball and those sorts of things.
- 10:29So here's what happened. We we created all these great member experience focuses
- 10:35and guardrails, if you will, some standards that we want all of their team members
- 10:39to be following, whether they're in one of their branches and they're
- 10:43it they're interacting with members face to face,
- 10:45or if they're in one of their many contact centers,
- 10:47they are they are more phone-based and digital-based than they
- 10:49are face-to-face in this day and era.
- 10:52So they have larger contact centers,
- 10:53a larger contact center employee base than they do face-to-face employees.
- 10:57But we create standards for all of those,
- 10:59whether it's digital, a chat conversation,
- 11:02a phone conversation, or a face-to-face.
- 11:04So we create all these standards that we wanted to roll out.
- 11:07Then what they did, which was brilliant,
- 11:10they took the strategy of rather than get all of our frontline team members to say,
- 11:14hey everybody, here's what you wanted to do,
- 11:15here are the standards, go do them.
- 11:17What what we're doing, we're in the midst of doing this right now.
- 11:19We are getting all of their leaders together.
- 11:21When I say leaders for purposes of the day,
- 11:23I mean anyone who supervises anyone else.
- 11:25So we we've had their CEO in one of our sessions,
- 11:28we've had some supervisors that have been on the job for two weeks in some
- 11:32of our sessions, right? It's every leader in their organization is coming
- 11:35to these sessions that we've been doing over the course of five days,
- 11:38and we are explaining the playbook to them.
- 11:41We are explaining what we want all of our team members to go and be doing,
- 11:45how that we want them to be interacting with our members.
- 11:48And then we're saying, okay, leader,
- 11:49what we would then want you to do is we're gonna help you create some action plans
- 11:53because you are then the one that is taking this to your team member.
- 11:56Right? It's not us and some big elaborate,
- 11:58hey, we're gonna go do this. We want you to then bring this to your team members,
- 12:02and as part of your ongoing meeting,
- 12:05your ongoing conversations with them,
- 12:07we want you to i introduce these behaviors,
- 12:10introduce these standards, and then reinforce these standards,
- 12:13look for opportunities to ~
- 12:15To recognize someone on these standards,
- 12:17look for opportunities to coach in the moment when needed with these new standards.
- 12:21So we're really asking all of the leaders across the organization
- 12:25to take these tools and understand them backwards and forwards so then they
- 12:29can be the trainer, if you will.
- 12:32And that's really, really important because one of the things that
- 12:34we have found that that makes initiatives fail,
- 12:38quite honestly.
- 12:39is we roll it out or or whatever it is,
- 12:41you go and roll it out and you you think people are excited about it,
- 12:44but then there's no conversation about it after the fact.
- 12:47And so there's a saying that I like to tell our clients that if it's important
- 12:51to my boss, it's going to remain important to me.
- 12:53Right. So if I go to a rollout and I hear these things and they sound good
- 12:57and they sound like they make my job a little more engaging and a little more fun,
- 13:00they sounds like it'd be good customer service,
- 13:02I might get excited about it.
- 13:04But if I go back to my department and my boss never brings it up again,
- 13:07right? If I have one of those bosses that just assumes I saw this in
- 13:09the rollout and I'm good to go,
- 13:11then eventually it's going to wear off.
- 13:13I am going to gravitate towards what what my boss is talking about,
- 13:16whether it's hitting KPIs or and those are important things too,
- 13:20but it's not going to help this initiative.
- 13:22So what we know is really important to the the health of any initiative,
- 13:27whether it's customer service or really any initiative,
- 13:30is that
- 13:30The managers out there understand the importance and they are talking about
- 13:34it on a regular basis, bringing it up in meetings,
- 13:37bringing it up if they do pre-shift huddles,
- 13:39bringing it up in one-on-one sessions.
- 13:41All those things are really important to give it life and make sure
- 13:45it really becomes part of our culture.
- 13:46So that's what we're in the midst of right now with PSECU.
- 13:49It's not really a a rollout per se.
- 13:51It it's kind of a it's the first step of a cultural change for the better,
- 13:57to make sure that all of these member experiences
- 13:59are rolled out to their team members and then managers are
- 14:02are managing those behaviors just like they're managing some of the other KPIs
- 14:07in the organization.
- 14:08That's great. Dave, I know a lot of companies provide leadership training.
- 14:11Not all, but there are a lot that do.
- 14:12Mm-hmm. Mm-hmm.
- 14:13~
- 14:14but attending leadership training doesn't necessarily mean somebody's gonna become
- 14:18a better leader. What is it that turns leadership development from something people
- 14:24attend into something where they're actually changing behavior?
- 14:28So I think I think one of the things that's really important
- 14:30is providing leaders with the tools that will make them successful.
- 14:34And let me give you a quick example.
- 14:36And PSCCU is doing this as well,
- 14:38right? So a lot of organizations out there ask their leaders
- 14:42to conduct one-on-one meetings with their team members,
- 14:47right? It probably not enough organizations,
- 14:49but a lot have that as a requirement or at least a an ask,
- 14:53a suggested ask that they're
- 14:55There's some sort of cadence, whether it's weekly or monthly,
- 14:58or maybe at least quarterly, you're having some sort of one-on-one.
- 15:01And a lot of leadership, ~ leadership trainings will will include that as well.
- 15:05But what very often is the missing piece would be the soft skills of a one-on-one,
- 15:10right? Because a one-on-one meeting done well and done regularly can have very great
- 15:16~ impact. Right? It could it could be a very useful tool.
- 15:20A one-on-one done poorly can
- 15:22can literally do just the opposite,
- 15:23right? It it could it could deflate the employee.
- 15:26And here's what we mean. Most organizations might say,
- 15:29hey, starting next Monday, ~ we want everyone to every leader to have
- 15:32a one-on-one meeting. So get them scheduled and and have them take place.
- 15:35Now if you tell 20 leaders that without any sort of guidance of what that one-on-one
- 15:40should look like, you're going to get 20 different iterations
- 15:42of that one-on-one meeting based on their own knowledge of what that is.
- 15:46Maybe they did have that somewhere in the past and so they they went through it.
- 15:49But you're gonna have 20 different versions of that if you're not careful.
- 15:52So one of the things that PSCCU did was they created a one-on-one template
- 15:57so that their leaders follow the template,
- 15:59and if they're following the template,
- 16:00we know that they'll be having more successful one-on-one meetings.
- 16:04Because the other thing that happens with one-on-one meetings in organizations,
- 16:08if I am told as a leader to conduct one-on-one meetings with my team without very
- 16:12~ very much instruction,
- 16:14I'm probably going to assume, and very often this happens,
- 16:16I assume that my job is to find the things you're doing wrong,
- 16:19tell you about it, and correct it.
- 16:21Which obviously we do have to address those issues,
- 16:23but that should not be the entire one-on-one meeting.
- 16:26One-on-one meetings are a great time to build rapport,
- 16:28to build that relationship that I have with the team member,
- 16:31like we talked about ~ just a few minutes ago,
- 16:33how important that overall relationship is to their productivity
- 16:36and length of tenure. So it's a great opportunity to start building that
- 16:40relationship if you don't have it already.
- 16:42It's a great opportunity for that team member to express to the leader some
- 16:45of their goals, some of the things they're having issues with.
- 16:47We always say it's as much the employees' meeting as it is the leader's meeting,
- 16:52right? But leaders typically get that a little backwards and feel it's their
- 16:55job to give you some criticism or some to-dos and then send you on your way.
- 17:00So a PSCCU template kind of guides them through that meeting.
- 17:05Let the employee speak. Build some report first.
- 17:08Let the employee go first. What's on their mind?
- 17:10What's concerning them? Then give your coaching or praise,
- 17:13or hopefully a little bit of both,
- 17:15or more praise. And then at the end,
- 17:17come up with some action items.
- 17:18What does the team member have to do in neck in the next whatever month,
- 17:22whatever the cadence is? What do I have to do as the leader?
- 17:24So we keep moving in the right direction and keep helping you grow as an employee.
- 17:29So again, though that's just little things like that,
- 17:31where on paper it says do this,
- 17:34but without any sort of guardrails.
- 17:36You're gonna get so many different iterations and some of them probably will
- 17:39be counterproductive.
- 17:40Dave, we talked about this a lot of times within our organization,
- 17:44and I know that from stage you and John both talk about this too.
- 17:48The idea that people don't leave companies,
- 17:51they leave managers. And that might be oversimplified,
- 17:54but there's something underneath it.
- 17:56in your opinion here, how much influence does a frontline manager have over whether
- 18:02somebody loves or hates working for an organization?
- 18:05that that impact is huge. It is huge.
- 18:08And it may not happen overnight.
- 18:10It may not be instantaneous, but it can kind of trickle at like a drip almost.
- 18:15And and frontline managers can change behaviors.
- 18:18They can change attitudes. And they probably have the most power over that than
- 18:24any other managerial positions in the organization.
- 18:27Right. So the CEO can have a town hall and get everyone excited and everyone happy.
- 18:31But when I go back to my role
- 18:33And my manager is saying the opposite things,
- 18:35my supervisor is not building engagement.
- 18:38No matter what the CEO says or the director of the department or the senior VP,
- 18:42whoever it is, what I'm hearing on the front lines,
- 18:45what I'm hearing day after day after day,
- 18:47is going to become my reality.
- 18:49It's going to become part of my culture.
- 18:50So I think a lot of organizations ~ don't give that position enough
- 18:57credit for the
- 18:58impact they have, positive or negative,
- 19:01on the overall frontline culture and morale.
- 19:04Right? And so and and the natural thing is the the further you go down from from
- 19:09the boardroom, the less engaged team members are going to be.
- 19:12There's some science that tells us that.
- 19:14That's just kind of a natural happening.
- 19:15So if you have a if you have a supervisor or a frontline manager who is
- 19:20not on board either and and is really not providing engagement,
- 19:24pr not pr not providing that support,
- 19:26letting
- 19:26letting team members really do what they are there to do,
- 19:29then that's going to really change people's opinions about the organization.
- 19:33Even if I came into the organization loving it and so excited,
- 19:37I thought it was my dream job,
- 19:38one bad leader can change that.
- 19:40And and one of the reasons I was excited about writing the book with John when
- 19:44we wrote it, when we started that about I guess four years ago is now when
- 19:47we first started the research for the Employee Experience Revolution book
- 19:51was coming from
- 19:52the the sports world where I was before joining the DeJoyus group,
- 19:55I saw that happen all the time,
- 19:56unfortunately. I saw some really talented people leave their dream job,
- 20:02not because it didn't live up to expectations,
- 20:04not because they didn't like it anymore,
- 20:06but usually it was because a manager was just leading them down the wrong path
- 20:10or being a roadblock and took the joy and took the engagement out of the role.
- 20:14So I saw a lot of organizations lose some great people for no other reason
- 20:20Then they wound up working for someone that just wasn't leading the
- 20:23way they should be leading.
- 20:24P S P S E C U also invests a lot in their people,
- 20:29not just in having you come in for consulting,
- 20:31but I think they've sent people to the academy too,
- 20:34haven't they?
- 20:35They
- 20:35have. They actually sent a whole team of five people at
- 20:40one time through CXEA. And they did that on purpose because they wanted
- 20:44to make sure that it wasn't just someone from HR,
- 20:47it wasn't just someone from training,
- 20:49wasn't just someone from the contact center.
- 20:51They wanted to make sure that they had leaders from some of their most important
- 20:56and impactful divisions going through that class together.
- 20:59So they sent they sent five people.
- 21:01And they represented all the the largest ~ parts of their business
- 21:06to go through CXEA. So and that was so helpful for them because not only were they
- 21:11bringing us in for the consulting and doing the workshops,
- 21:14then they also had these five team members coming and and learning all
- 21:18the ins and outs, all the behind the scenes.
- 21:20So when we're done working with them,
- 21:22they will have a team of five,
- 21:24and that has cascaded to beyond that team because they go back and they share
- 21:27and and train others.
- 21:29So they have they really have a advisory board,
- 21:32if you will, internally that is laser focused on this,
- 21:35understands the importance, understands that they are doing this because they want
- 21:39to create an external member experience that separates them from their competition
- 21:45because that's really important to them in a very competitive industry.
- 21:48And they also know that they have a laser focus now on their employee experience
- 21:53that will also set them apart from not only their competition,
- 21:55but just from
- 21:56organizations in general, right?
- 21:58Beyond just their competitors.
- 21:59And so that that was their goal.
- 22:01And so you're right, Denise, they they made an investment of of time
- 22:05and dollars with us coming to them and getting some of their best
- 22:08and brightest in the room to to create the standards going forward.
- 22:12And then sending some of their best and brightest to CXEA to make sure that they
- 22:16had everything in place to make sure that that keeps running and it's it's
- 22:20on the front burner. It's top of mind,
- 22:22not only next year, but for five years,
- 22:24ten years to come.
- 22:25Yeah, they're very intentional about creating lasting behavioral changes.
- 22:29and listeners, if you're interested in learning more about
- 22:33the Customer Experience Executive Academy or the DeJulius Group's consulting
- 22:37services, you can visit the Julius Group dot com.
- 22:40I'll have information in the show notes about it as well.
- 22:44Or schedule a call with us, tdg.click forward slash call.
- 22:49okay, David, here's where I want to connect this directly
- 22:52to the customer experience. What happen
- 22:54Happens
- 22:55to customer experience when employees don't feel supported,
- 22:58trusted, developed, or even valued by their leaders.
- 23:02Well, quite frankly, they don't own the customer experience,
- 23:05right? They they feel like a cog in the wheel.
- 23:07They're not going to go above and beyond for a customer.
- 23:10They're they're probably gonna be if that's all happening,
- 23:13there's probably a little bit of a a culture of fear where I'm afraid
- 23:17to make a mistake. I I don't want my boss to to yell at me or think I don't know
- 23:21the answers. So so they're afraid to fail.
- 23:24They're afraid to share failure and learn from failure.
- 23:26Things get covered up. There there are so many things that happen.
- 23:29When leadership is not supportive of the customer experience that we
- 23:33are trying to create. And we see it happen all the time,
- 23:35right? We see organizations that otherwise,
- 23:38you know, have really good, good operational ~ standards in place,
- 23:43but are failing at the experiential,
- 23:46failing at the the the customer side of things,
- 23:49really just because it's not on the manager's radar.
- 23:52Maybe they don't feel it's their job.
- 23:53Maybe they feel employees should should bring that innately to the role
- 23:56and I shouldn't have to worry about it.
- 23:58But there's so many things that get in the way.
- 24:00And that's why it's important to have a well-defined customer experience plan,
- 24:05standards in place that you want your team members to follow,
- 24:08and then also make sure that your leaders understand that a big part of their
- 24:11job is making sure that their teams are following the standards,
- 24:15living up to those, looking for those opportunities to go above and beyond.
- 24:18And as part of the leadership's role to make sure that's happening.
- 24:21We can't just hope it happens.
- 24:22We have to make sure that leaders are looking for it to happen,
- 24:25coaching in the moment when we miss an opportunity.
- 24:27More importantly, praising and recognizing when we have the opportunity to do that,
- 24:31because we know how powerful that is for overall engagement.
- 24:35And so that really falls on leaders.
- 24:37But again, going back to that accidental manager statistic that we shared
- 24:41at the top of our time together,
- 24:43most organizations.
- 24:44don't have soft skill managerial training,
- 24:46right? Most organizations, when you get hired to become a manager
- 24:50or promoted into that role, they want you to drive results and they tell
- 24:53you about that, but they don't tell you,
- 24:54by the way, make sure you're really building great relationships with your team
- 24:57members. Or make sure that you're you're reinforcing and you're looking
- 25:01to recognize your team members as often as possible.
- 25:03We know how powerful that is, especially with employee retention,
- 25:07but again, most organizations don't have a strategy for that either.
- 25:10I hear all I'll I'll walk I'll go walk into a
- 25:12a session on internal culture with say a a new client of ours and I'll
- 25:16ask some frontline team members,
- 25:17you know, what do you do for recognition?
- 25:19A lot of times I'll hear, well,
- 25:20you know, we have an employee of the month and I I nominate some team members every
- 25:24once in a while or, you know, we have a we have a a monthly newsletter that goes
- 25:29out and I try and get, you know,
- 25:29one of my team members' pictures in it.
- 25:31Those are all great, but those don't replace a manager saying,
- 25:35Hey, great job this week or I heard you on that call yesterday and
- 25:38you de escalated that so well.
- 25:40Right? Just just the the
- 25:41the manager taking the time to recognize some of those behaviors,
- 25:44especially the behaviors that we're asking them to be consistent with,
- 25:47is so powerful. But very often overlooked because no one ever explained to me that,
- 25:52you know, this is part of my job too.
- 25:53All right, leaders, this next question might make some of you feel uncomfortable.
- 25:58Dave, if employee engagement scores are low,
- 26:01turnover is high, ~ morale is bad,
- 26:04how much responsibility should leadership be willing to
- 26:09own before blaming employees?
- 26:11Well, all those things you just described are usually the leadership
- 26:15is the number one culprit. Right.
- 26:17I think in in corporate America,
- 26:19a lot of times too often we are focused on blaming our employees,
- 26:23right? what are they doing? You know,
- 26:25what's going on down there? A lot of times we go to our employees first
- 26:29and we don't look at some of the managers' behaviors or how they're leading.
- 26:33And so I think everything you just described is is typically
- 26:37not the employees' fault. Now
- 26:38That's not always the case, right?
- 26:40We have some employees that are just just ~ you know bad fits for the role.
- 26:44Maybe maybe they don't love working with customers,
- 26:47wh whatever the case may be. So that's not a hundred percent all the time.
- 26:50But I would say most of the time,
- 26:52if you're having issues with morale,
- 26:53if you're having turnover, especially turnover,
- 26:56I would I would look at the leadership of that department first.
- 26:59Not not an accusatory way, because chances are they're not doing anything they're
- 27:04not doing anything because
- 27:05They want to, they're they're probably missing some opportunities that they should
- 27:10be doing. And it's not necessarily their fault they just were never trained
- 27:13on that or told to do those things,
- 27:14right? So a lot of times it's a little bit of a retraining of some
- 27:18of the things that we want to achieve.
- 27:19And let me give you quick example.
- 27:20~ PSECU was already really good at internal culture and already really good
- 27:25at leadership. Like they're they're using Gallup surveys,
- 27:28right? And so if anyone's familiar with Gallup surveys,
- 27:30those are amazing because
- 27:32They they they talk about things like how often my recognize,
- 27:35and and there's a lot of things that promote great behaviors in
- 27:38a survey from Gallup. But a lot of what we're rolling out is designed
- 27:42to help them get better Gallup survey results,
- 27:46right? Because the surveys give you the end result.
- 27:48They don't necessarily tell you how to get to that result,
- 27:51right? And a lot of the things that we're creating in this training
- 27:53are gonna help them get to that result,
- 27:55right? And so a lot of those things.
- 27:58are based on the manager and the experience.
- 28:00So you apologize to some managers,
- 28:02Denise, before you asked that question,
- 28:03you said you might not want to hear this.
- 28:04My argument is everything you mentioned is probably the fault
- 28:08of managers before they are ever the fault of employees.
- 28:11And the managers above them who didn't take the time or didn't invest
- 28:15in them to yeah, to learn those skills.
- 28:18Yeah. all right, Dave, for the CEO or senior leader listening right now who says,
- 28:23I think we have an employee experience problem,
- 28:26what are the first three things you would tell them to examine
- 28:29in their organization?
- 28:30I would look at turnover and where's that where is that taking place?
- 28:33Right? A lot of organizations track turnover,
- 28:35the percentage of people they're they're losing any given month or year.
- 28:39But very few of them track that by department.
- 28:42Right? So if you're tracking it by department,
- 28:44then you can see where you might have some leadership gaps.
- 28:46And again, I'm not fully blaming managers here.
- 28:48I'm not saying that you have to replace managers if that's happening,
- 28:51but you may have to make sure that managers are doing the things that
- 28:54you want them to do well, or even
- 28:56our understanding of that they have to do those things because a
- 28:58lot of times they're missing from the equation.
- 29:00So I would say I would I would track turnover probably first before
- 29:04I did anything else, just to see where those problems may exist.
- 29:07And if you think that you have an employee engagement problem,
- 29:11I would also look at what teams or what departments are currently active
- 29:16in employee engagement, right?
- 29:17So you probably have an employee of the month or some other type
- 29:21of recognition already in place.
- 29:23Are all departments active in that?
- 29:25Are you are you getting are you getting recommendations from every department?
- 29:28Chances are there's probably some departments you're hearing from pretty often,
- 29:32there's probably some departments you never hear from,
- 29:33right? So it's it's trying to identify where those issues stand.
- 29:37But chances are also very good that all of your leaders,
- 29:40even your best leaders, even your best performing departments,
- 29:43probably need a refresher on on some of these things,
- 29:46right? Because they might be doing some things because it's in their nature.
- 29:49Or they've created some great habits over time,
- 29:52but we want to make sure that all of our leaders are doing it.
- 29:55And sometimes even our best leaders might take their eye off the ball every once
- 29:59in a while. So I would say, ~ where are you losing employees,
- 30:03right? So where do have tenure issues?
- 30:04Where who who's participating currently and who's not?
- 30:08Probably the bigger question is who's not,
- 30:09and then
- 30:10The last thing is, I would I would wonder if you're doing any sort of survey.
- 30:14How do you know it's not good right now?
- 30:15Are you doing surveys? Are you hearing feedback?
- 30:17Are you are you hearing from employees?
- 30:19Because the other thing that we hear very often too is a lot
- 30:22of organizations are still doing some pretty large annual surveys,
- 30:26but then really not doing anything with the results,
- 30:28or at least not communicating anything back that's being done with the results.
- 30:32So you might be caught in that trap where
- 30:35You're trying to move the needle,
- 30:36you're trying to to re-engage,
- 30:38you're trying to make sure that you're hearing feedback and doing something about
- 30:41it. But you also have to report that back,
- 30:42right? You have to toot your own whore and say,
- 30:44hey, we heard you and we're doing this.
- 30:46Or these are great ideas, we're gonna put them in the parking lot
- 30:49for next year because we're focused on this,
- 30:51right? So so making sure that we're we're sharing that too,
- 30:54because we hear that a lot from from organizations that,
- 30:57hey, I I spent 20 minutes on this survey,
- 30:59said it was mandatory, and then nothing happened.
- 31:02Yeah, communication, big
- 31:03Mm-hmm.
- 31:04that's a a big helper there. all right,
- 31:07Dave, finally, five years from now,
- 31:09do you think companies will still separate customer experience
- 31:13and employee experience? Or is it possible that they become one operating system?
- 31:19I I think I think the latter is preferred,
- 31:21right? I think that the experience is the experience,
- 31:24right? Because one of the things that we always say,
- 31:26well, we we don't always separate external and internal.
- 31:31A lot of times we call it customer experience.
- 31:34And the reality is some of us some of us have more external customers,
- 31:38some of us have internal customers,
- 31:40right? If I'm a leader, I have internal customers.
- 31:42All my team members are my customers.
- 31:44I may also have some other internal customers in other departments.
- 31:47Right, but are we treating them like customers as well?
- 31:50So our our goal as an organization is to really just get that into just
- 31:54one experience. Doesn't matter if it's internal or external,
- 31:56the experience has to be the focus.
- 31:58So I would say that five years from now,
- 32:00my hope is that more organizations are just focused on their overall experience,
- 32:04but it's not just the external.
- 32:06The internal is probably more important,
- 32:08it i as important if not more important.
- 32:11the employee experience your company creates eventually becomes
- 32:14the customer experience your customers receive.
- 32:17And as Dave pointed out today,
- 32:19much of that experience is created one interaction at a time by leaders.
- 32:24If you want to strengthen leadership,
- 32:26employee experience, and customer experience inside your organization,
- 32:30visit thediuliasgroup.com. And if you found this conversation valuable,
- 32:34share it with a leader who needs to hear it.
- 32:37You can find the Customer Service Revolution wherever you listen to podcasts
- 32:42or at the Juliusgroup.com. Dave,
- 32:45thank you so much for taking time before you head out on the road with PSECU.
- 32:50I appreciate you.
- 32:52course. Thank you, Denise, thanks for having me.
- 32:53Have a great day. Thanks,
- 32:55You too.
- 32:56listeners.