Latest / Unlocking Vulnerability / ISO 22458: Bringing Inclusive Service to Life
Transcript
- 0:05Speaker 1: Welcome to Unlocking Vulnerability, the podcast that explores what vulnerability
- 0:10Speaker 1: really looks like in everyday life. I'm Helen, and in
- 0:13Speaker 1: each episode, I'm joined by a different guest who'll bring
- 0:16Speaker 1: their unique insight and perspectives from across the vulnerability space.
- 0:20Speaker 1: We'll discuss the realities behind vulnerability and what it takes
- 0:24Speaker 1: to respond when people need additional support. We're glad to
- 0:28Speaker 1: have you here, so grab a cup of tea and
- 0:30Speaker 1: let's get started. Welcome back to Unlocking Vulnerability with me,
- 0:35Speaker 1: Helen Pettifer. Today, I'm delighted to be joined by Julie Walker,
- 0:39Speaker 1: who is the Global Scheme Manager at BSI. Today, we'll
- 0:43Speaker 1: be discussing the ISO 22458 Standard on Consumer Vulnerability and
- 0:48Speaker 1: Inclusive Service Kite Mark. Hello, Julie. It's wonderful to have
- 0:51Speaker 1: you on the podcast today.
- 0:52Speaker 2: Hi, Helen.
- 0:54Speaker 3: It's really nice to be here to let everyone hear
- 0:58Speaker 3: a little bit more about the standard and who we
- 1:01Speaker 3: are at BSI and brilliant.
- 1:03Speaker 1: But I'm looking forward to our conversation because we always
- 1:05Speaker 1: end up talking about inclusive service whenever we get together
- 1:08Speaker 1: that's it always just comes back to inclusive service doesn't
- 1:11Speaker 1: it so I know that the conversation today is going
- 1:14Speaker 1: to be brilliant and so before we get into to
- 1:17Speaker 1: the kite mark and the standard do you want to
- 1:18Speaker 1: give a brief introduction to yourself.
- 1:21Speaker 3: Yeah yes so at BSI I'm the global scheme manager
- 1:25Speaker 3: and I manage or look after a couple of schemes
- 1:30Speaker 3: within BSI I all service related really. So I have
- 1:34Speaker 3: inclusive service KiteMark, obviously for the protection of vulnerable consumers.
- 1:39Speaker 3: I have service excellence KiteMark, which as it is, and
- 1:43Speaker 3: innovation management as well. And actually all together, you know,
- 1:47Speaker 3: they're all very similar, you know, all about providing good
- 1:51Speaker 3: service and positive.
- 1:52Speaker 2: Outcomes for customers.
- 1:53Speaker 3: I've been with BSI about four years now. And my
- 1:58Speaker 3: past history is energy, mainly dealing, supporting vulnerable consumers with outages,
- 2:06Speaker 3: et cetera. And actually when we talk about 22458, the
- 2:11Speaker 3: original standard, which was 18477, it was a British standard,
- 2:17Speaker 3: actually was on the committee to develop 22458, which is
- 2:22Speaker 3: where the international standard stemmed from.
- 2:25Speaker 2: So very interesting.
- 2:28Speaker 1: Brilliant, brilliant. It's great to hear that you were part
- 2:30Speaker 1: of it as well. So you've been right at the
- 2:33Speaker 1: heart of it. So I know that what you share
- 2:34Speaker 1: today will be absolutely relevant and clear for everyone to
- 2:38Speaker 1: know what to do to bring it to life themselves.
- 2:41Speaker 1: So obviously, I'm familiar with the standard. I'm an associate
- 2:47Speaker 1: consultant for the standard. So I know quite a lot
- 2:50Speaker 1: about it, but I know that many of our listeners
- 2:52Speaker 1: today won't have a clue about what we're talking about.
- 2:55Speaker 1: So Before we get into the discussion of how that
- 2:58Speaker 1: comes to life, can you give a little bit of
- 3:00Speaker 1: an introduction to what the standard is and, like you say,
- 3:04Speaker 1: how it came to life in the first place?
- 3:07Speaker 2: Yeah, definitely.
- 3:08Speaker 3: So, as I say, it originally was a British standard
- 3:12Speaker 3: and I think a way, way back, you know, at
- 3:14Speaker 3: least five to ten years ago, vulnerability, it wasn't really
- 3:20Speaker 3: a big, it was just starting to be a big
- 3:22Speaker 3: word and a lot of people were starting to focus
- 3:24Speaker 3: on on it and improve their services. And although there
- 3:28Speaker 3: was a British standard, they realized that actually across the globe,
- 3:33Speaker 3: you know, protecting vulnerable consumers is also a challenge. So
- 3:37Speaker 3: they formed the working group within BSI Knowledge Solutions and
- 3:42Speaker 3: brought together people from all across the globe.
- 3:44Speaker 2: So I think it's.
- 3:45Speaker 3: About 16 different countries and worked through the current, what
- 3:52Speaker 3: was the current standard. and made an international standard. So
- 3:56Speaker 3: one that's fit for purpose and really could be picked
- 3:59Speaker 3: up anywhere across the globe. The language is clear, you know,
- 4:02Speaker 3: no matter what country. And it formed more of a
- 4:06Speaker 3: guideline or a framework for organisations to assess against the
- 4:11Speaker 3: business and say, well, where are our gaps?
- 4:12Speaker 2: How can we make improvements?
- 4:14Speaker 3: I think the original 18477 was quite hard to interpret.
- 4:18Speaker 3: So 22458 is definitely a lot easier to read And
- 4:23Speaker 3: there's loads.
- 4:24Speaker 2: Of guidance in it. And it covers everything.
- 4:27Speaker 3: From high-level senior management, embedding the culture throughout an organisation.
- 4:34Speaker 3: It covers date protection consent, resources, so training your employees,
- 4:45Speaker 3: to having the right people in the right roles. Inclusive design, obviously,
- 4:50Speaker 3: makes up a big chunk of that. And that's all
- 4:52Speaker 3: about involving your customers, making sure that your policies and
- 4:56Speaker 3: procedures are fit for purpose and not causing any detriment
- 4:59Speaker 3: or bias to any consumers. Recording, responding to consumer vulnerability.
- 5:07Speaker 3: And there's loads of great tables in it that show
- 5:10Speaker 3: examples of what could.
- 5:11Speaker 2: Be a type of vulnerability.
- 5:14Speaker 3: How would you maybe identify that they're struggling? And what
- 5:18Speaker 3: can you do to, what could you put in place
- 5:21Speaker 3: to maybe you know, support those people. So there's loads
- 5:25Speaker 3: of information in there. So especially if a new organisation
- 5:27Speaker 3: was just coming up and saying, oh, well, you know,
- 5:29Speaker 3: how are we going to tackle this? If they downloaded
- 5:32Speaker 3: the standard and went through all the criteria, that alone
- 5:35Speaker 3: should show them where their gaps are. So it's really
- 5:38Speaker 3: a framework to help organisations improve the services they offer.
- 5:44Speaker 3: And then KiteMark obviously goes beyond basic compliance. So there's
- 5:48Speaker 3: additional test measures which are, some of them are sector
- 5:52Speaker 3: specific as well.
- 5:53Speaker 1: Yeah. So firms don't necessarily have to have the kite mark.
- 5:57Speaker 1: They could just download the standard and implement it within
- 6:00Speaker 1: their business. Obviously the kite mark is that well-known icon,
- 6:05Speaker 1: isn't it? That is sort of used across the globe
- 6:08Speaker 1: of recognising that actually, yeah, you've gone that extra step
- 6:10Speaker 1: and you've, this is something that's really important within the business.
- 6:14Speaker 2: Yeah, definitely. I mean, I mean, absolutely.
- 6:16Speaker 3: I mean, if they want to have a third party organisation,
- 6:20Speaker 3: assess them against the criteria and have that, you know, stamp,
- 6:24Speaker 3: you know, the kite mark to say, it's not just
- 6:26Speaker 3: us that are saying we're doing a good job. We've been,
- 6:29Speaker 3: you know, we've been assessed and we've got certification to
- 6:32Speaker 3: show that. But just downloading the standard itself is great to,
- 6:38Speaker 3: you know, assess that against your business. You don't need
- 6:40Speaker 3: the kite mark, but I maybe shouldn't say that, but yeah.
- 6:45Speaker 1: Yes. It's that actual rubber stamp, isn't it? To say, yeah,
- 6:48Speaker 1: you are doing exactly what, what you should be doing
- 6:51Speaker 1: to support people. Absolutely. And I work quite a lot
- 6:54Speaker 1: with regulated businesses. So, you know, financial services and energy,
- 6:59Speaker 1: as you mentioned. So their regulators are very much on
- 7:02Speaker 1: the ball and getting sort of ducks in the road
- 7:06Speaker 1: for firms to support customers who may be vulnerable. Where
- 7:09Speaker 1: does this guidance, where does the standard sit with regards
- 7:14Speaker 1: to the regulatory guidance and what firms should be doing?
- 7:17Speaker 1: How does it sort of align with everything? Yeah.
- 7:22Speaker 3: So, so as we know, um, a lot of the
- 7:25Speaker 3: regulators we've, I mean, we've got sector specific test measures.
- 7:29Speaker 3: So energy, water, finance, um, all the regulators are looking
- 7:34Speaker 3: for organizations to do more, to support vulnerable customers, um,
- 7:39Speaker 3: through fair, flexible, inclusive service design, and obviously reduce customer harm,
- 7:45Speaker 3: improve outcomes. I think ISO 22458, the criteria itself would absolutely.
- 7:52Speaker 2: Help organisations do that.
- 7:54Speaker 3: But what we've done is we've looked at the standard
- 7:57Speaker 3: and looked at all the regulators' expectations and they align
- 8:02Speaker 3: very nicely. So where you've got, say, Ofgem or Ofwat saying,
- 8:07Speaker 3: you know, you need to do X, Y and Z
- 8:08Speaker 3: to support your customers, you'll find that in the criteria
- 8:11Speaker 3: of the standard that, you know, all that's in there.
- 8:15Speaker 3: But I think, although it's not specific, so I won't
- 8:17Speaker 3: go into detail about what you do with, say, key
- 8:19Speaker 3: meters or, you know, payments and bills. But what it
- 8:24Speaker 3: will do is, in a general way, actually go beyond that. And,
- 8:29Speaker 3: you know, you'll have to do much more to meet
- 8:31Speaker 3: the criteria of the standard. So it's actually aligned to
- 8:35Speaker 3: the regulators and actually goes beyond that basic compliance, especially
- 8:39Speaker 3: with the test measures. So if they're following the criteria
- 8:44Speaker 3: or they've got KiteMark, they're definitely demonstrating, they're meeting, if
- 8:49Speaker 3: not going beyond regulators' requirements or expectations.
- 8:54Speaker 1: Yeah, absolutely. And we've got several clients of ours, actually,
- 8:58Speaker 1: that we've supported through the KiteMark program. And it has
- 9:02Speaker 1: just highlighted them, actually. Yeah, you know, this is the
- 9:05Speaker 1: right thing to do for our consumers. This is the
- 9:07Speaker 1: right thing to do for our employees, the colleagues, especially
- 9:09Speaker 1: customer base and staff. That's important, isn't it?
- 9:14Speaker 2: So what do.
- 9:15Speaker 1: You think, what are the benefits then for firms to
- 9:20Speaker 1: take up the standard, to take up the KiteMark? Or
- 9:24Speaker 1: even just getting it right for their vulnerable customers, really?
- 9:28Speaker 4: Yeah.
- 9:28Speaker 3: And I think it's important when you say that it's,
- 9:31Speaker 3: you know, although they have to meet regulatory requirements, what
- 9:36Speaker 3: you said there is really important. It's not about, oh,
- 9:38Speaker 3: we're doing this because we need to meet these requirements.
- 9:41Speaker 3: It should be we're doing this because it's the right
- 9:44Speaker 3: thing to do. You know, we want to be the best.
- 9:47Speaker 3: We want to support all our customers. And whatever you
- 9:50Speaker 3: change to put in place to support any customer with
- 9:53Speaker 3: any type of vulnerability, generally it's going to help any customer.
- 9:57Speaker 3: So it's more doing it for the, you know, because
- 10:00Speaker 3: they want to. But the benefits, so obviously customers, if
- 10:05Speaker 3: they've got an inclusive service, they're providing, you know, better
- 10:10Speaker 3: outcomes for customers, you know, they'll be more.
- 10:13Speaker 2: Accessible, easy to contact.
- 10:16Speaker 3: And actually be a part of the journey with an
- 10:18Speaker 3: organisation by being involved in consumer groups, you know, so
- 10:23Speaker 3: making sure that the service they provide is based on
- 10:26Speaker 3: customer feedback and any changes they want to make. Again,
- 10:30Speaker 3: you know, they're interacting with customers in vulnerable circumstances so
- 10:35Speaker 3: that they can make sure that any changes are going to.
- 10:37Speaker 2: Be fit for purpose.
- 10:39Speaker 3: Helps with compliance, not only regulatory compliance, but you know,
- 10:45Speaker 3: your own internal compliance. GDPR, data protection, that kind of thing.
- 10:51Speaker 3: Although the standard doesn't specifically pull out GDPR, you know,
- 10:55Speaker 3: it does say you have to have data policy and
- 10:58Speaker 3: meet any regulatory requirements for your country.
- 11:02Speaker 2: It means they're more accessible.
- 11:05Speaker 3: I think a good thing as well is if an
- 11:07Speaker 3: organisation shows that they're doing all this for their customers
- 11:10Speaker 3: in vulnerable situations, you've got customer trust but you've also
- 11:15Speaker 3: got employee trust. So it's good for your retention because
- 11:19Speaker 3: people want to be part of that journey. You know,
- 11:20Speaker 3: they want to provide support to people and be helpful.
- 11:24Speaker 3: So I think it can help with both customer and
- 11:28Speaker 3: staff retention. And I think most importantly, it's a trust.
- 11:33Speaker 3: You know, a lot of organisations sometimes don't really have
- 11:36Speaker 3: a good press with customers just for the nature of
- 11:40Speaker 3: their business. And I think showing that they meet the
- 11:44Speaker 3: requirements or have kite mark can show say to a
- 11:47Speaker 3: customer who's maybe looking around you know actually do you
- 11:50Speaker 3: know i trust them they've been certified look at all
- 11:54Speaker 3: the great things they do they've got accessibility on their
- 11:57Speaker 3: websites i can easily communicate them and so it just
- 12:00Speaker 3: builds up trust with a customer and their own reputation
- 12:04Speaker 3: so lots of different benefits.
- 12:07Speaker 1: Yeah absolutely and even just working with our clients you
- 12:10Speaker 1: know working working through um The accreditation, you know, it
- 12:15Speaker 1: just highlighted even just before they'd got to that accreditation
- 12:19Speaker 1: with you, it just highlighted some of the gaps. I
- 12:22Speaker 1: know that, you know, with one client, it highlighted that
- 12:26Speaker 1: actually they weren't delivering or they didn't have any processes
- 12:30Speaker 1: in place actually for consumer share that they had suicidal thoughts.
- 12:34Speaker 1: So that was a big gap for them that they highlighted. Oh,
- 12:37Speaker 1: my gosh, you know, we don't know what to do
- 12:40Speaker 1: as an organisation if this situation occurred. So, you know,
- 12:44Speaker 1: we were able to work with them to get policy
- 12:46Speaker 1: in place, a process in place, and train their staff
- 12:50Speaker 1: on some of those really difficult conversations. So even just
- 12:54Speaker 1: that gap analysis can really pick out some of the
- 12:58Speaker 1: things that aren't necessarily in place.
- 13:02Speaker 3: That's really important, actually, because we get a lot of
- 13:05Speaker 3: feedback from our clients who are certified. And whilst during
- 13:09Speaker 3: the journey they might get what we call non-conformances, So
- 13:13Speaker 3: areas where they're maybe not quite meeting it, but they
- 13:15Speaker 3: can make improvements. They actually really welcome these non-conformances or
- 13:20Speaker 3: areas of improvement because what they see being assessed by BSI,
- 13:25Speaker 3: they see that as being great. Yes, you know, you
- 13:27Speaker 3: get the kite mark to show that you're being inclusive
- 13:30Speaker 3: and you provide a great service, but it allows them
- 13:33Speaker 3: a challenge to make improvements. So for instance, with the
- 13:37Speaker 3: suicidal thoughts, we know that certainly with one client, they
- 13:41Speaker 3: didn't have a process in, as you say, and when
- 13:43Speaker 3: they put that in, it literally actually saved a life.
- 13:46Speaker 3: You know, they, they had a call with a customer
- 13:50Speaker 3: and prior to that, they probably wouldn't have known what
- 13:52Speaker 3: to do, but because they put the process in place,
- 13:55Speaker 3: they knew exactly what to do. And, you know, it
- 13:59Speaker 3: really helped the customer get some support and help and literally,
- 14:02Speaker 3: you know, could potentially have saved a life. So, um,
- 14:06Speaker 3: but the, like the other benefits, because, where we say
- 14:11Speaker 3: going beyond basic compliance, the test measures that we create
- 14:15Speaker 3: definitely does push organisations to do that much more. For instance,
- 14:20Speaker 3: one of the test measures is compliance to WCAG 2.2 guidelines,
- 14:26Speaker 3: which is all about having the right pixels and fonts
- 14:31Speaker 3: and not having redundant pictures on your website. And if
- 14:34Speaker 3: they weren't going for certification, quite often that's where you
- 14:38Speaker 3: find they get non-conformance. because it's not something that may
- 14:41Speaker 3: be considered before. So in achieving that, they've actually pushed
- 14:45Speaker 3: themselves and gone beyond that basic compliance and doing that
- 14:49Speaker 3: much more to help customers who do use their web pages. So,
- 14:53Speaker 3: you know, there's, there's a lot that's, you know, a
- 14:55Speaker 3: lot of other good benefits.
- 14:57Speaker 1: Yes. Yeah, absolutely. And just for those listeners who aren't
- 15:00Speaker 1: familiar with WCAG 2.2, I will just explain that's website
- 15:05Speaker 1: content accessibility guidelines and for it isn't necessarily mandatory for
- 15:13Speaker 1: all firms at the moment I think it is just
- 15:15Speaker 1: government departments and councils and local authorities at the moment
- 15:20Speaker 1: so some of our clients are actually sort of you
- 15:24Speaker 1: know really shaping their website around those guidelines so it
- 15:28Speaker 1: is really beneficial so yeah I just wanted to share
- 15:32Speaker 1: that for the listeners because they might be thinking oh
- 15:34Speaker 1: my gosh what's that so But it's important just to understand,
- 15:38Speaker 1: is your website accessible for everyone that's accessing it? Often
- 15:42Speaker 1: that's the first thing that people come to, isn't it,
- 15:45Speaker 1: before they pick up the phone and call?
- 15:47Speaker 3: Yeah, because a lot of people, they put on the
- 15:49Speaker 3: website accessibility toolbar, which is amazing.
- 15:52Speaker 2: You know, it really does help. But forget about the.
- 15:55Speaker 3: Actual design of the website, which can actually really hinder
- 15:59Speaker 3: people who use technology to, you know, read what's on
- 16:03Speaker 3: the screens or have it read back to them and
- 16:06Speaker 3: can actually be a big game changer. Like, it could
- 16:08Speaker 3: be really destructive and, you know, can you imagine how,
- 16:12Speaker 3: you know, how it feels when you come across something
- 16:14Speaker 3: and it doesn't work because the website behind the scenes isn't,
- 16:18Speaker 3: you know, 100%. So, yeah, so a lot of things
- 16:21Speaker 3: that maybe organisations don't think. I think the UK is
- 16:24Speaker 3: really good for that, actually, but because it's global, you know,
- 16:28Speaker 3: it does.
- 16:29Speaker 1: Yes, yeah. And actually, can I just... pick up on that.
- 16:32Speaker 1: And so obviously we're focused on UK organisations. I mean,
- 16:36Speaker 1: I've got a few clients who are outside of the UK.
- 16:43Speaker 1: How much are other countries focusing on consumer vulnerability? What
- 16:47Speaker 1: is the appetite sort of across the globe for this
- 16:52Speaker 1: sort of kite market?
- 16:53Speaker 2: There's actually quite a lot.
- 16:56Speaker 3: We have nearly 50 clients certified, mainly in the UK.
- 17:01Speaker 3: and across water energy finance. We have some on our
- 17:05Speaker 3: general scheme, you know, from Citizens Advice Scotland to Consumer
- 17:09Speaker 3: Council Northern Ireland. We've got a council, you know, we've
- 17:13Speaker 3: got lots of different organisations under that.
- 17:16Speaker 2: But globally, so we have had interest globally.
- 17:19Speaker 3: I think their challenges for consumer vulnerability are very different
- 17:24Speaker 3: to ours in the UK. For instance, so say somewhere in,
- 17:29Speaker 3: Japan or China, it might be digital accessibility because farmers
- 17:34Speaker 3: can't access the cheaper seeds. So therefore they're paying over
- 17:37Speaker 3: the odds. So, you know, it's very different challenges across
- 17:40Speaker 3: the globe. But yeah, we've had interests from places like Japan,
- 17:46Speaker 3: United Arab Emirates. Where else have we had? Some in China.
- 17:55Speaker 3: So yeah, I mean, there's definitely appetite there. I think
- 17:59Speaker 3: it's just a different ways of working, different cultures.
- 18:02Speaker 2: So, yes.
- 18:03Speaker 1: And I think that might be something to be considering
- 18:06Speaker 1: because again, some of our clients have got offshore customer
- 18:10Speaker 1: service teams. So it's even just recognizing different cultures, different, um, values, different, um,
- 18:18Speaker 1: understanding of vulnerability and vulnerable situations. Um, it's, it's always
- 18:23Speaker 1: interesting when you have those different, different cultures, those different insights, um,
- 18:28Speaker 1: especially then when those offshore organisations and those team members
- 18:33Speaker 1: are then engaging with UK-based customers. I can see some
- 18:37Speaker 1: of the challenges around that with regards to that. So
- 18:40Speaker 1: it's always interesting when we look at vulnerability as a
- 18:42Speaker 1: global sort of topic, really, and how everybody interprets it differently.
- 18:49Speaker 3: Yeah, and it's not to say they're not doing a lot,
- 18:52Speaker 3: you know, especially like UAE. I mean, terminology is different.
- 18:56Speaker 3: They call them people of determination rather than customers in
- 19:00Speaker 3: vulnerable situations. But they really do a lot, you know,
- 19:04Speaker 3: for vulnerable consumers across there. So I think they do
- 19:08Speaker 3: a lot. It's just making them aware that there's a
- 19:12Speaker 3: standard and it's kind of picking up.
- 19:14Speaker 2: So it's really good.
- 19:15Speaker 1: Yes. Yeah. It is always interesting there, isn't it?
- 19:19Speaker 3: Yeah.
- 19:20Speaker 1: So for any of the listeners then who might be thinking, oh,
- 19:22Speaker 1: I'd like to learn more or I wouldn't even know
- 19:25Speaker 1: where to start because it's a big topic there. What
- 19:29Speaker 1: would be your first sort of thoughts to share with
- 19:31Speaker 1: those listeners who are new to this and maybe aren't
- 19:34Speaker 1: anywhere near the journey to get towards the standard?
- 19:38Speaker 3: Well, for starters, I would start with buying a copy
- 19:42Speaker 3: of ISO 22458. And I would just literally go through
- 19:48Speaker 3: all the criteria, make yourself a little matrix and just
- 19:52Speaker 3: tick off you know if you were to be assessed
- 19:55Speaker 3: or someone's to ask you what do you do to
- 19:58Speaker 3: meet this criteria and just list it down and then
- 20:01Speaker 3: that will show you the gaps you know if you
- 20:03Speaker 3: suddenly go to one you think oh well we've do
- 20:07Speaker 3: it maybe not as well or we don't do anything
- 20:10Speaker 3: that's the areas you should be focused on and saying
- 20:13Speaker 3: well this is where we need to make improvements and
- 20:17Speaker 3: then after that you could go for certification so if
- 20:22Speaker 3: you were to contact myself we have a chat and
- 20:26Speaker 3: talk through the standard in more depth and the certification
- 20:31Speaker 3: journey would be so you can have a gap analysis
- 20:34Speaker 3: day which is just a It's a very informal day
- 20:36Speaker 3: to say, where are you? Where are you on this journey?
- 20:40Speaker 3: This is a criteria. Let's, you know, let's have a chat,
- 20:43Speaker 3: see what you've got. And they'll determine whether they're actually
- 20:47Speaker 3: are ready or if there's things that they need to improve.
- 20:50Speaker 3: And then you would have a stage one, which is
- 20:53Speaker 3: just like a day, maybe two days. And that's looking
- 20:56Speaker 3: at all your policies and procedures. What, you know, what
- 20:59Speaker 3: have you got in place, your governance? and seeing if
- 21:02Speaker 3: that's all in, you know, if you've got everything that
- 21:05Speaker 3: meets the criteria. And then your stage two is the bulkiest.
- 21:09Speaker 3: So that, you know, could be anything from three to
- 21:13Speaker 3: eight days, depending on size and organisation. And that's where
- 21:16Speaker 3: we test the effectiveness. So they say, we've got all
- 21:19Speaker 3: these policy procedures, we've got this criteria, show me the evidence.
- 21:23Speaker 2: How do you meet this? You know, and it will
- 21:25Speaker 2: challenge along the way. It's, you know, it's quite a
- 21:27Speaker 2: robust assessment.
- 21:29Speaker 3: But very rewarding you know knowing at the end of
- 21:31Speaker 3: it you know that you've got that certification and then
- 21:35Speaker 3: it's a role in three years so certificates for three
- 21:37Speaker 3: years with an annual assessment and that generally is not
- 21:42Speaker 3: oh yeah you've done all the stuff that you've done
- 21:44Speaker 3: last year that's great we want to see that continual
- 21:47Speaker 3: improvement yeah yeah.
- 21:49Speaker 1: And that's the conversation we're having with you know with
- 21:51Speaker 1: with organizations and our clients is actually it's not one
- 21:54Speaker 1: and done you're not you haven't just ticked the box
- 21:57Speaker 1: to say, that's it, vulnerability. We've got it all sorted.
- 21:59Speaker 1: All our customers are sorted. You're always going to be learning.
- 22:03Speaker 1: You're always going to be, you know, having those conversations,
- 22:06Speaker 1: finding out more about the customers, what their challenges are,
- 22:09Speaker 1: what you can do better to improve those outcomes. So, yeah,
- 22:14Speaker 1: it's important that they are potentially just brought to a
- 22:18Speaker 1: place where they can just pause and go, okay, right,
- 22:20Speaker 1: this is where we were. This is what we've learned
- 22:23Speaker 1: so far. What next?
- 22:26Speaker 2: Yeah, definitely.
- 22:27Speaker 3: And I think organisations definitely get a lot out of it.
- 22:31Speaker 3: I think the challenges alone that we present, you know,
- 22:34Speaker 3: as part of the assessment to say, you know, well,
- 22:37Speaker 3: you're doing this, but, you know, you could be doing more,
- 22:41Speaker 3: you know, what does that look like? And a lot
- 22:44Speaker 3: of them do often say, you know, areas like improving training,
- 22:49Speaker 3: tightening up policies and procedures, your website accessibility, all kinds
- 22:55Speaker 3: of areas that are usually, you know, come up, you know,
- 22:59Speaker 3: over and over as things that need to improve. So,
- 23:02Speaker 3: but they always come back and say, that was great.
- 23:06Speaker 3: They welcome it. And actually quite often I would say
- 23:10Speaker 3: that if they hadn't had that challenge and they hadn't
- 23:14Speaker 3: looked at putting things in place, they wouldn't have discovered
- 23:16Speaker 3: all these other stuff that they.
- 23:17Speaker 2: Think could be changed.
- 23:19Speaker 3: So it actually goes, You know, they start then thinking themselves,
- 23:22Speaker 3: they're in that thought of innovation, you know.
- 23:25Speaker 2: Let's improve things. And so it's really helpful.
- 23:28Speaker 3: It's not just a by the standard, we'll assess you.
- 23:32Speaker 3: There's so much more behind that.
- 23:34Speaker 1: Yes, yeah. And it needs the firm, the stakeholders involved
- 23:38Speaker 1: to be committed to it, doesn't it?
- 23:41Speaker 2: Oh, absolutely, yeah.
- 23:43Speaker 1: They need the resources to be able to bring it
- 23:47Speaker 1: to life.
- 23:48Speaker 2: That's important.
- 23:48Speaker 3: Definitely. Yeah. And it's not just people who deal with vulnerability,
- 23:52Speaker 3: you know, it'll be your stakeholder engagement team, your, your,
- 23:56Speaker 3: your online team, top level management, your frontline staff, you know,
- 24:02Speaker 3: you know, all these key people it's across the organization.
- 24:05Speaker 1: So. Yeah. Do you find that many clients who are
- 24:08Speaker 1: going through the KiteMark thing, do they put together a
- 24:10Speaker 1: bit like a working group that the sort of the
- 24:12Speaker 1: KiteMark working group and they get the stakeholders from the
- 24:14Speaker 1: different departments or, or do you find that the, sort
- 24:18Speaker 1: of different stakeholders are coming in at different points of that,
- 24:21Speaker 1: that sort of accreditation journey?
- 24:24Speaker 3: Well, I'm speaking more as a client now, actually, because
- 24:27Speaker 3: originally before I worked at BSI, I was the person
- 24:30Speaker 3: doing the implementing.
- 24:31Speaker 2: Within the organisation.
- 24:33Speaker 3: And people do it in different ways. I think the
- 24:36Speaker 3: most effective is you have somebody managing it and they
- 24:39Speaker 3: bring those people in.
- 24:41Speaker 2: But it's much more than that.
- 24:42Speaker 3: It's about the communication throughout the organisation, letting people know
- 24:47Speaker 3: what's BSI, what's GuideMark.
- 24:49Speaker 2: This is what we're doing.
- 24:50Speaker 3: This is what it means. People are going to come along,
- 24:53Speaker 3: maybe sit with you. So usually it's planned so that
- 24:57Speaker 3: people come in at different bits so that it's not
- 25:00Speaker 3: too resource heavy. And so they're just there for the
- 25:03Speaker 3: bits they need. I mean, you'll get people for the
- 25:06Speaker 3: most part, maybe directors or managers want to come in
- 25:10Speaker 3: for longer. But generally, And you can have one person
- 25:14Speaker 3: running it or sometimes they'll have a team doing it.
- 25:18Speaker 3: It just depends on the organisation, resource, commitment, et cetera.
- 25:23Speaker 1: Yeah. And I love the point you raised about the communication.
- 25:27Speaker 1: It's vital, isn't it, that all of that is communicated
- 25:30Speaker 1: to every single person in the organisation. You know, this
- 25:32Speaker 1: is what we're looking to achieve. You know, we need
- 25:34Speaker 1: you on board. You know, you will be asked questions
- 25:36Speaker 1: or we may be asking, you know, for you to
- 25:39Speaker 1: provide information or for you to just come on board and, yeah.
- 25:43Speaker 1: sort of share your thoughts so it's it's important isn't
- 25:46Speaker 1: it that everybody does get on board and they understand
- 25:48Speaker 1: that this is the reason why we're doing it this
- 25:50Speaker 1: is this is what we're looking to achieve with this
- 25:52Speaker 1: and we need your help to help us achieve that.
- 25:56Speaker 3: And quite often that's where the passion comes from because
- 25:58Speaker 3: the frontline people are the ones that are dealing directly
- 26:01Speaker 3: with the customers and knowing that that you're involved in
- 26:05Speaker 3: that journey and at the end when you get certified
- 26:08Speaker 3: I mean it's such a big celebration and they feel
- 26:10Speaker 3: like we've been part of that you know we make
- 26:13Speaker 3: this we help these customers and you get almost a
- 26:16Speaker 3: bit of pride you know with getting the kite mark
- 26:20Speaker 3: because they know that because of them you know the
- 26:24Speaker 3: customers are getting all the.
- 26:25Speaker 4: Support that they need so yeah it's vital isn't it
- 26:29Speaker 4: so everybody everybody everybody wins um yeah I've heard some
- 26:33Speaker 4: good celebrations across the years oh have you people I
- 26:36Speaker 4: think the best one I've heard was an organization who
- 26:40Speaker 4: were so pleased to get certified they because they think
- 26:46Speaker 4: that you know because vulnerability is not a one size
- 26:49Speaker 4: fits all they celebrated with getting a load of pick
- 26:52Speaker 4: and mix sweets and they they had this whole pick
- 26:57Speaker 4: and mix bar where staff went along and got their
- 26:59Speaker 4: sweeties to celebrate because vulnerability is all shapes and sizes
- 27:05Speaker 4: and colors and i thought it was.
- 27:06Speaker 1: Amazing oh that's incredible Oh, brilliant. Yeah. And again, that
- 27:11Speaker 1: just brings everyone together, doesn't it? To say, look what
- 27:13Speaker 1: we've achieved collectively together. And yeah, this is what we
- 27:18Speaker 1: can do. And then hopefully that then sets up the
- 27:20Speaker 1: next project, whatever the business is moving on to next,
- 27:23Speaker 1: it brings in that collaboration and people can actively know, yeah,
- 27:28Speaker 1: I'm part of this bigger, bigger mission, bigger vision.
- 27:30Speaker 3: And it's always changing, you know, what's on the landscape,
- 27:33Speaker 3: which is a part of meeting the criteria as well,
- 27:36Speaker 3: is that horizon scan and, You know, if you just
- 27:39Speaker 3: said 10 years ago that we're going to go through
- 27:41Speaker 3: a pandemic and a cost of living crisis, you'd have
- 27:44Speaker 3: been like, yeah, OK. But we did, you know, and
- 27:47Speaker 3: it changed everything. So everything suddenly went online. People had
- 27:51Speaker 3: to adapt. People who went, you know, digitally savvy had
- 27:54Speaker 3: to learn. Organisations had to change to support like online
- 28:00Speaker 3: functions and then cost of living crisis, which sadly we're
- 28:03Speaker 3: still in. you know, is affecting so many people. So
- 28:06Speaker 3: the more you can do to improve your service and
- 28:10Speaker 3: support those people can only be a good thing.
- 28:13Speaker 1: Absolutely. And I think that's probably why sort of every
- 28:17Speaker 1: three years is probably a really good amount of time.
- 28:20Speaker 1: You think actually so much can change within three years.
- 28:22Speaker 1: I probably would have said prior to the pandemic, oh, yeah,
- 28:26Speaker 1: you know, three years is, you know, nothing's going to
- 28:28Speaker 1: change in three years. But then, yeah, all of a
- 28:30Speaker 1: sudden overnight that the whole world changed. And And it
- 28:34Speaker 1: has just been changing ever since, hasn't it? Even just
- 28:36Speaker 1: in those six years since the pandemic, customers are no
- 28:40Speaker 1: longer the same. They've got different and more challenging situations
- 28:44Speaker 1: going on. How they engage with organisations, what they need
- 28:47Speaker 1: from organisations has significantly changed.
- 28:51Speaker 3: They want more. Customers are more savvy. They want tailored services.
- 28:55Speaker 3: They want it for less money. They want it quick.
- 28:58Speaker 3: I mean, obviously, there will always be more in-depth queries. But, yeah,
- 29:03Speaker 3: customer behaviours has definitely changed a lot as well.
- 29:07Speaker 1: Yeah, absolutely. So just helping them to keep up with
- 29:10Speaker 1: that is key, isn't it?
- 29:12Speaker 3: Well, to some organisations, I mean, we see so much
- 29:15Speaker 3: great work going on across the industry, especially in finance,
- 29:19Speaker 3: you know, to support people in financial difficulty, you know, scams,
- 29:23Speaker 3: et cetera. I mean, some great work being done in
- 29:26Speaker 3: those areas to support people.
- 29:28Speaker 1: Yeah, yeah, absolutely. Absolutely. So I'm conscious of sort of
- 29:32Speaker 1: coming towards the end of our conversation today. So we
- 29:36Speaker 1: have covered a lot. We've covered sort of what the
- 29:37Speaker 1: standard is, what the kite market involves, where firms can start.
- 29:42Speaker 1: Is there anything else you want to share with the
- 29:44Speaker 1: listeners today perhaps that we haven't covered or any top
- 29:47Speaker 1: tips that you want to share with them to help
- 29:49Speaker 1: them get started?
- 29:52Speaker 2: I think we've actually covered quite a lot. I think
- 29:55Speaker 2: the main thing is if they want.
- 29:59Speaker 3: to do to do more and and they want to
- 30:03Speaker 3: look at their own business and you know do a
- 30:05Speaker 3: sense check then get the standard you know and if
- 30:08Speaker 3: they're interested in certification then get in touch but i
- 30:11Speaker 3: think the main thing is just looking at your own
- 30:14Speaker 3: business and saying well where can we improve you know
- 30:17Speaker 3: there's always there's always something um that you can change
- 30:21Speaker 3: that you've maybe not thought about um or even speak
- 30:24Speaker 3: to other organizations who are doing well you know but
- 30:28Speaker 3: um Yeah, we're here if people need to talk in
- 30:32Speaker 3: a bit more depth and learn more about it. But
- 30:34Speaker 3: I'd say just by the standard and, you know, have
- 30:37Speaker 3: a look through it. It could even spark something to say, well, actually,
- 30:41Speaker 3: do you know what?
- 30:41Speaker 2: We don't do that.
- 30:44Speaker 1: Yeah, brilliant.
- 30:46Speaker 3: I mean, obviously, we'd love them to come to BSI
- 30:48Speaker 3: and talk to us, but....
- 30:52Speaker 1: Downloading the standard is the first step, isn't it? And
- 30:54Speaker 1: then they can get into audio absolutely. I will put
- 30:57Speaker 1: the link to the standard in the episode details. And
- 31:01Speaker 1: I'll also put your details in as well, Julie, so
- 31:03Speaker 1: that they'll have all those details so that they can
- 31:05Speaker 1: get in touch with you.
- 31:07Speaker 3: We're always here for questions. No questions is a silly question.
- 31:13Speaker 1: Brilliant. Thank you. But thank you so much, Julie, for
- 31:16Speaker 1: coming along and sharing your thoughts on the standard. And
- 31:19Speaker 1: I know that it is really making a difference to it.
- 31:21Speaker 1: to many organisations and to their customers and their colleagues.
- 31:24Speaker 1: So thank you. Thank you so much, Julie.
- 31:26Speaker 2: And thanks for having me along. I've actually really enjoyed it.
- 31:29Speaker 2: It's been good.
- 31:30Speaker 1: Oh, brilliant. We always, we never run out of things
- 31:33Speaker 1: to talk about, do we, when we get together.
- 31:36Speaker 2: I think after a few hours it might get bored,
- 31:38Speaker 2: but so will.
- 31:41Speaker 1: And thank you too for joining us today. And I
- 31:44Speaker 1: look forward to you joining me on my next episode.
- 31:47Speaker 2: Thanks, Helen.
- 31:49Speaker 1: Thank you for joining us for this episode of Unlocking Vulnerability.
- 31:53Speaker 1: If today's conversation has resonated with you, please feel free
- 31:57Speaker 1: to share it with others who may find it useful.
- 31:59Speaker 1: You'll find more episodes like this by searching Unlocking Vulnerability
- 32:03Speaker 1: wherever you listen to podcasts. If this episode has left
- 32:07Speaker 1: you with questions about any aspect of consumer vulnerability, I
- 32:11Speaker 1: regularly host free Q & A sessions on Zoom where
- 32:14Speaker 1: you're welcome to join the conversation. You can find out
- 32:17Speaker 1: more at HelenPettiford.com. Thank you for listening and please take care.