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We all took a personality test – now what?

by OmniTouch International OmniTouch International No Comments

We all took a personality test, so how do we use what we learned in our coaching conversations?

That’s what the Customer Service Manager asked me during a training program on coaching.

“We all took a personality test and I am like this ___ and my colleague is like that ___,  So how do we bring the results of our personality tests into the quality coaching conversation?”

That’s a fair question.

One I hear now and then in our coaching classes.

 

So I asked this question in return

Generally in Customer Service communication, I advise folks to not answer a question with a question.

That approach can be rude – even aggressive.

But my intention in answering a question with a question here was to get us all to dig more deeply into what the answer might be.

Here’s what I asked –

“Before we get into the specifics of the coaching conversation, can you talk to each other about the ways you’re already using what you learned from the Personality Test in all of the other conversations that you’re having with the people around you?”

I continued…

“Because the quality coaching conversation is only one of many possible conversations you’re having with your people throughout the day.

For example, you might share with a Team Member that you observed something good or you observed something not so good.

Perhaps you praised something or provided guidance on a task. Maybe you asked someone to stay late if they could. You might have even given a formal performance review.

So stop now and ask yourselves – how have you used what you learned in the personality tests in any of these other conversations?”

Your answers here will serve as are clues to how you can apply what you know about someone in a coaching conversation.”

 

The room got quiet and I bet you can guess why

It turned out that taking the personality test was kind of fun.

And learning about what kind of people we were was also kind of fun.

But what folks had learned about each other hadn’t been put into any kind of formal practice.

It had been treated like a parlor game.

And wasn’t appearing in any of the conversations that people had with each other.

 

It’s important to get to know the people you work with on an individual level

As you learn about the people you work with – and they learn about you – the decisions you make mutually about working together apply to the entire relationship.

To all the conversations that you have. Not just the coaching conversation.

This ‘aha moment’ for the group completely changed the question.

From “How can we use what we learned from our Personality Tests in a coaching conversation?” to “How can we use what we learned in our Personality Tests to improve and build our relationship with each other?”

And I admit that made me smile.

https://www.omnitouchinternational.com/dear-trainers-engagement-shouldnt-be-the-goal

Thank you for reading!

Thank you for reading this article today!

If you’d like to stay up to date on our articles and other information just send over your email address or add it to the contact form on our website.

Thank you!

Daniel Ord

[email protected]

www.omnitouchinternational.com

Photo by Nguyen Dang Hoang Nhu on Unspla

10 Quiz Questions on Quality Assurance

by OmniTouch International OmniTouch International No Comments

In this short post I challenge the Reader to answer 10 Quiz questions on Quality Assurance.

Though the Quality Assurance function is most commonly sited with the Contact Center, its use and understanding can be broadened across any Customer Service environment including hospitals, universities, government offices and more.

Those of you that I’ve worked with in classes or talks around the world know how much I like to give out these kinds of Quizzes.

And this Quiz is free, doesn’t involve any registration and your name won’t be added to any list.  We do this just to help & inspire!

When you coach you’re either helping or keeping score

The 10 Quiz Questions on Quality Assurance

Here are the 10 Quiz Questions on Quality Assurance.

Reach each question carefully and then select the right answer which is either a, b, c or d.

Yes – there is only one correct answer for each question.

 

1.  Which of the following is the BEST example of a Compliance Standard?

 

a. Greeting

b. Tone of Voice

c. Rapport Building

d. Empathy

 

2.  The 3 most common inputs used in Performance Standard design are:

 

a.  Customer Expectations, Profit Forecasts, Manpower Requirements

b.  Regulatory Requirements, Customer Expectations, Market Share

c.  Customer Expectations, Regulatory Requirements, Headcount Requirements

d.  Organizational Vision, Customer Expectations, Regulatory Requirements

 

3.  The best description of a Service Delivery Vision is:

 

a.  A statement that lists out all the Compliance Standards to follow

b.  It is usually the same as the Organizational Vision

c.  It describes the kind of service we will deliver around here

d.  It is most useful for Contact Center Agents

 

4.  If you rely too much on Compliance Standards your Frontline Agents will sound:

 

a.  Friendly

b.  Robotic

c.  Warm

d.  Compliant

    

5.  Which of the following statements is/are TRUE?

 

I.  All Performance Standards on an “Interaction Audit” form should have equal weight

II. First Contact Resolution can be difficult to calculate

III. Customer Expectations are the main source for selecting Performance Standards

IV.  A high First Contact Resolution rate is always good

 

a.  II only

b.  II and IV only

c.  II, III and IV only

d.  I, II, III and IV

 

6.  Which of the following are included in the formal documentation of a Performance Standard?

 

I.   The purpose or business reason for the standard

II.  The scoring logic for the standard

III. Examples of how the standard is to be used

IV.  A formal definition of the standard

 

a.  I & II

b.  I, II and III

c.  I, II, III & IV

d.  None of the above

 

7.  Which of the following statements is/are FALSE?

 

I.  Normally Quality Assurance does all the interaction monitoring & scoring

II. It’s best to let Quality Assurance do the Agent coaching

III. Team Leaders should focus mostly on productivity

IV.  It’s ok to schedule one full hour of coaching per week per Agent

 

a.  II only

b.  II and IV only

c.  II, III and IV only

d.  I, II, III and IV

 

8.  Which of the following statements is/are TRUE?

 

I.  All Calibration sessions should incorporate a Scorecard

II. Calibration sessions should be held once a month

III. In Calibration make sure everyone agrees on every Performance Standard on an interaction before moving on

IV.  It’s a good idea to include Agents in the Calibration sessions

 

a.  II only

b.  II and IV only

c.  II, III and IV only

d.  None of the above

 

9.  If you had only one way to achieve behavioural change through coaching which one would be the BEST?

 

a.  Give detailed graphs showing the performance of all Performance Standards over a 3 month period

b.  Ensure that Agents are coached without a scorecard at least one time per week

c.  Ensure that Agents are coached with a scorecard at least one time per week

d.  Allow Agents to coach themselves

 

10.  When it comes to monitoring which one of the following statements is TRUE?

 

a.  Side by side monitoring doesn’t work well because Agents can ‘fake it’

b.  Mystery Shopper is one of the formal methods of monitoring

c.  Mystery Shopper research is best done ‘in-house’ rather than outsourced to a research company

d. It’s always best to let the Agent self evaluate first

What a great Quality Assurance professional can do

Would you like to know how you did?

If you’d like to know if your answers are correct we’re happy to help.

We’ve intentionally gone ‘low-tech’ here.  Once you’ve answered all (10) questions just drop an email to me at [email protected]

Let me know the question # and the answer that you chose (either a,b,c or d).

You can use the following format in your email to me:

  1. a
  2. d
  3. c
  4. c (and so on for all 10 Quiz Questions)

It helps also to tell me which Quiz you took. This Quiz is for Quality Assurance.

I always do my best to answer quickly and let you know which ones you got right.  And for the ones you may have gotten wrong I will let you know what the right answer is.

Thank you for reading and giving the Quiz a go!

Daniel

[email protected]

When you coach you’re either helping or keeping score

by OmniTouch International OmniTouch International 1 Comment

When you coach you’re either helping or keeping score.  In this short article I explain the difference between the two.

We measure everything!

In the Contact Centre industry we tend to be obsessed with measuring things.

From Occupancy rates through to Net Promoter Score we have dashboards and dials for everything.  (Even though not everything matters.)

And we have a whole special set of measurements reserved just for Contact Centre Agents.

When we’re able to influence and guide our Agents to better Productivity, Quality & Attitude, life is good.

And measuring progress quantitatively along the way is fine.  It’s really important to let people know how they are doing.

Measuring Quality

One of the most important processes in the Centre is Monitoring & Coaching.

We monitor Customer interactions, document our findings and talk to the Agents about their performance.

Great Monitoring & Coaching improves Quality, drives better Customer Satisfaction and delivers higher Employee Engagement.

It’s a multivitamin process with lots of great benefits.

But only when it is well designed.

There are many questions to answer to create a great Monitoring & Coaching process

The Monitoring & Coaching process is more complex than it first appears on paper.

  • Who should monitor interactions?
  • How often should we monitor?
  • What do we monitor for?
  • Who makes the rules for defining and calibrating Performance Standards?
  • How often should we listen, how should we listen, what do we listen for?

And when it comes to Agents –

  • Who should talk to Agents?
  • With what frequency should we talk to Agents?
  • What is the role of Quality Assurance?
  • What is the role of the Team Leader?
  • When or how should a score be involved?

Wow – there’s a lot involved.  But there are some answers too.

Let’s focus in on the use of scoring.

What is the role of the Scorecard?

Let’s zoom in questions around scoring.

  • What is the role of the Monitoring ‘Scorecard’?
  • Do I have to use it every time I speak with my Agent about their interaction?
  • Do I as a Team Leader use it or does Quality Assurance use it?

You’re either helping or you’re keeping score

In our Client work, we find that both Team Leaders and Quality Assurance have an unhealthy attachment to the scorecard.

Every quality discussion with an Agent involves a score.

Even side by side sessions – the rare times they seem to be conducted – involve a scorecard.

Isn’t this all rather disheartening and unnecessary? And typically all the Agent wants to know is the score.  Or ‘did I pass or not pass’?

That’s not a formula for improvement.  And a sure sign there is confusion between helping or keeping score.

What do we mean by that?

Scorecards are wonderful tools for gathering quantitative data.

Providing a developmental summary of scores across randomly selected interactions can be a great tool for Agent performance trending.

Here’s your trend here.  Here’s your trend there.  The big picture of performance and what contributes to it.

But scoring on a day to day basis in the Centre can inhibit growth.

Imagine your Agent comes to you and says –

“Boss, I’d like you to help me with my communication skills. Can you sit with me and listen to a few of my calls and give me your thoughts?” 

You reply, –

“Sure, give me a minute to get my scorecards – I’ve got to score everything I hear and that we talk about – be right there…”

I don’t think you would say this.

Even writing these lines makes me cringe.

The role of a Coach within the context of transactional coaching is to help their Agent get better and better at what they do.

Since when did helping someone get better involve a score?

Scorecards don’t change behaviour

A Scorecard is a judging tool.

It tells you how you did.

Just like watching the scores presented by Olympic Judges after the skater has skated, or the diver made their dive.

They tell you how you did.  But they aren’t designed to help you get better.

It makes me sad when Quality Assurance people tell me that all they do is issue scorecards and hope that Agent quality performance improves.

Dream on.

But helping people changes behaviour

What the best coaches do is sit with their folks – on a regular basis – and help them get better.

They understand that helping is something they do for their people.

“Here’s where you did well.  Here’s where you can improve.”

With no score attached. And why would you need one?

And the more you help someone – the better they will score when the time comes.

In closing

When people ask me how many interactions they should monitor I ask them to rephrase the question.

“How many interactions will you monitor for scoring purposes and to provide trending?” 

“And how many interactions will you conduct to help your Agent get better?”

Then add the answers to these two questions together to get your answer.

Thank you for reading!

Daniel

 

“But my way is better!”– How to manage a common Coaching Challenge

by OmniTouch International OmniTouch International No Comments

In this article we talk about a common coaching challenge faced in the Contact Centre industry.

In a recent course, one of my students, ‘Roberta’ shared:

“Dan, I’ve just been promoted from Call Centre Agent to a Quality Assurance role.

And I’ve been asked to help the Centre improve its call quality.

But how do I handle a situation where the Agent believes that what they’re saying to the Customer is perfectly fine, even when I know it can be better?”

Roberta explained that there was an Agent, ‘Deborah’, in the Centre who had been there for many years and was set in her ways.

The Agent liked to use a colloquial expression when asking for the Customer name at the beginning of the call.

She would say –

“May I have your good name please?” 

But this Centre served an international Customer base.

Roberta believed that the Deborah’s phrasing could be confusing for some of their international Clientele.

All it took was listening to a sample of the call recordings to prove out the hypothesis.

Awkward pauses from Customers made it clear that the phrasing was confusing.

The suggested phrasing for this Centre was simply, “May I know how to address you?”

When Roberta approached Deborah with the recommendation to change the phrasing, Deborah became defensive.

Her response was along the lines of:

“This standard is perfectly acceptable. 

In fact, my sister in law who works in the Education Ministry in my home country told me that this standard appears in all the major textbooks in use in classrooms.”

Roberta was struggling with how to respond.

Handling the classic case of “My way is better”

When you conduct transactional coaching, it’s expected that there will be cases where Agents believe their way is ok.

And in some cases even better than what they’re asked to do.

My first suggestion is to listen to the Agent input without judging.

Remember that Agents do this for a living.  They may have great points and suggestions to make.

Be ready to tell them that’s a great idea.  And what you’re going to do to help put that idea up for consideration.

But to carry on with this story I advised Roberta to first honour Deborah’s input:

“Sure Deborah, I can see why you would suggest that phrasing.

I always appreciate Team Members with opinions because this means that you’re thinking about how we can deliver outstanding quality.”

Then direct your conversation over to the viewpoint of the organization.

I teach a 3 Parachute Technique when I share the organization’s viewpoint.

If the first parachute doesn’t open, then pull the second one.

But if the first parachute opens – and is accepted – then there’s no need to go further.

This approach is helpful for this particular common coaching challenge.

Let’s have a look.

Parachute #1

Try Parachute #1 first:

“Deborah, each day when we come into work, we actively become part of  _________(name the organization). 

Through our individual efforts, we help bring ________’s vision, mission and objectives to life. 

In the case of the Contact Centre and our quality standards, the Management Team worked hard to design the kind of Service we want to be known for.  

In the case of asking for the Customer Name, given our international audience, we implemented a consistent standard which is “May I know how to address you?”

While I honour your opinion, we have a responsibility to deliver the kind of Service we want to be known for here at ________, regardless of our personal opinion.”

Parachute #2

Remember to open Parachute #2 only if you believe it adds value to the Parachute #1 discussion.

“Deborah, do you know McDonald’s?  Starbucks?  Coffee Bean?  Great – I guess we all do. 

Can you imagine if someone who worked at Starbucks decided that they wanted to make a vanilla latte their own way? 

That they simply changed up the recipe or added an additional ingredient because they thought it would be better prepared their way?

Imagine if at Starbucks around the city, the country or even the world, the Baristas each began to make up their own recipes?  

One of the ways companies such as ours and Starbucks for that matter, impress their Customers is through consistency and design of how things are to be done.”  

For my own training programs and coaching I typically use examples drawn from the countries where I’m working.

Parachute #3  

I urge caution here though my old VP, Operations persona comes out here and please do look for some tongue in cheek humour.

“Deborah, let’s put it this way. 

When you decide to open up your own coffee shop, service consultancy, insurance company, etc., you can select whatever standards you think will work well for you.

And I’ll be the first person to come down, visit your business and talk to you about the standards you set.                          

But as long as we both work here and our paychecks say “_________”  on them, we have a responsibility, along with everyone here, to bring our company standards to life. 

Thanks.”

In closing

Coaches – don’t let the common coaching challenge of “But my way is better” throw you for a loop.

Not only can this common coaching challenge be managed, it’s an opportunity to build trust since you honor the input and share organizational vision, mission and objectives with your Team.

Thank you for reading!

Daniel