Be an agent for the customer: Hospitality Revisited

Customer Experience, Customer Service

Originally posted to Library Garden

It’s been a while since I blogged about the difference between Agents and Gatekeepers, wherein I quoted one of my favorite passages from Danny Meyer’s book, Setting the Table (the book is also a favorite of the Darien Library, according to John Blyberg; Char Booth has also expressed her appreciation for Meyer’s ideas.)

An agent makes things happen for others. A gatekeeper sets up barriers to keep people out. We’re looking for agents, and our staff members are responsible for monitoring their own performance: In that transaction, did I present myself as an agent or a gatekeeper? In the world of hospitality, there’s rarely anything in between.

I was recently reminded of the power of the “agent” concept while reading an article by Dan Pink on theories of motivation.  The following quote caught my attention (It is from Maury Weinstein, founder of System Source, explaining to his sales staff why he did away with sales commissions):

We want you to be an agent for the customer rather than a salesperson.

Agent for the customer… Yes, yes, yes!  I love this concept! Meyer says that hospitality exists when the customer believes the employee is on their side.  He suggests that hospitality is present when something happens for you and is absent when something happens to you.  I’m sure we can all quickly think of experiences where we felt that the person helping us was on our side, (was doing for us), and we can reflect on how that translated directly into a positive customer experience for us– even if the the interaction began because of a problem…

HOME DEPOT: CUSTOMER SERVICE TURNAROUND

I’m coming to the end of an 18 month renovation to my house, which means I’ve spent an awful lot of time (and money) at The Home Depot over the past year and a half.  During the last few months I’ve noticed a marked improvement in the customer service at the store.  There are more employees available to help, there are always one or two greeters at the door, and employees who are just walking by smile and greet me.

 
The most noticeable (and appreciated) phenomena though is how Home Depot has handled some recent problems with a damaged sink, and the return of a few (expensive) items that we did not need.  On three different occasions, three different customer service agents took care of me, ensuring that the returns were taken, restocking fees were waived, and the stockroom was manually checked for a replacement part even though the computer said it wasn’t in stock (and the correct item was found saving me a trip to another store.)
 
This is some turnaround in customer service ethic for The Depot and apparently I’m not the only person who’s noticed.  I can sum up my recent experiences by saying that in each interaction I felt that the Home Depot representative was on my side.  They were friendly, patient (at times exceedingly patient), and consistent in their desire to meet my needs.  I was not quoted policy, I was offered apologies.  I was not told to wait in another line, I was brought over to the service desk where I could be more comfortable and given quicker service.  I was not asked for receipts, I was asked for my address so they could look up my account and review my purchases. In other words, I was consistently served by agents rather than gatekeepers.
 
As I make my transition back to the world of public libraries, I will strive to keep this experience, and the ideas of hospitality and agency –of being on the side of my customers (both internal and external) – uppermost in my mind.  Being on the side of the customer is a simple idea, but one that offers powerful guidance.  And, I hope, powerful results.

Team TEDxNJLibraries

Presenting, Tedx

Originally posted to Library Garden


Team TEDxNJLibrarires

Originally uploaded by Khürt

It was an honor to be a part of TEDxNJLibraries.
Thank you Janie for inviting us to come along for this great ride. Thanks also to our amazing speakers, sponsors and attendees who came together to create a day of inspiration and conversation.
For more pictures from the event, see: http://www.flickr.com/groups/tedxnjlibraries/.

To follow the Twitter stream, see: http://search.twitter.com/search?q=%23tedxnjlibs.

Professional pix and video, (courtesy of Girl + Camera and Shining Star Interactive) coming soon.

New ALA Learning Post: Reflections on Co-presenting

ALALearning Blog Posts, Learnrt, Presenting, Teamwork, Training
Courtesy Flickr user  elisa greco.  CC BY-NC 2.0)

Courtesy Flickr user
elisa greco. CC BY-NC 2.0)

I recently had the pleasure of co-presenting a full day preconference with my wife Suzanne. (The workshop, entitled, “What’s Your Style? 9 Paths to Personal and Professional Development” was based on the Enneagram personality System)  I’ve co-presented with others many times over the past 15 years and strongly believe that, for a number of reasons, co-presenting can be very beneficial and raise the overall quality of the workshop and the experience of the participants.

For starters, if you are co-developing a workshop as well as co-presenting it (which is common), the quality and organization of the material greatly benefits from a joint perspective. With two brains reviewing the content, errors are reduced and points are clarified.  Likewise, the logical sequencing of the content will also be improved.  We all know (probably from some amount of bitter experience) that what is crystal clear and logical to us as presenters, is not always so clear to those we present to.  The benefits of co-developing a workshop are magnified when presenters have different styles, and if you have a choice I encourage you to find someone most unlike yourself to present with.  Be warned that presenting with someone very different can create friction.  But you can choose to reframe that friction by reminding yourself often that the differences which cause friction are the same differences which will improve the quality of your presentation.

Based on my very recent experience in co-preparing and co-presenting with someone who had a VERY different style than me, here are nine reflections on co-preparing and co-presenting a full day workshop.

On Preparing

  1. Play to your strengths: Inevitably, you and your co-presenter will have different strengths. If you don’t know each other well and/or haven’t presented together before, spend some time discussing what each of you does best, and then make an initial plan to divide the duties and tasks based on your strengths.

  2. Set benchmarks.  Assess progress. Reset benchmarks. Working with someone else will generally take more time than working alone.  Also, it’s not uncommon for two people to have very different senses about when certain things need to be done.  For example, I can be cool as a cucumber even when I haven’t finished writing a talk a day before it’s going to be given.  My wife is stressed when she doesn’t have a talk written and practiced two weeks prior.  Setting benchmarks for progress and frequently checking in on progress is a useful way to keep everyone’s stress level down, while moving forward on deliverables at an even pace.

  3. Work separately and together. Schedule Business Meetings. I found great value in coming together with my co-presenter to set goals and deliverables, moving apart to work separately, and then coming back together to review, refine, and integrate each other’s work.  Setting regular business meetings, on a calendar, with an agenda of what you would like to accomplish, goes a long way towards creating a high quality, well-sequenced presentation in a way that is manageable, and not overwhelming.

  4. Have a Full Dress Rehearsal. No matter how good your lesson plan is, you WILL find problems and areas for improvement during a full dress rehearsal.  Better to find them during rehearsal then during the actual presentation.  ‘Nuff said.

  5. Mind your version control and coordinate backups. My wife and I used a shared dropbox folder to share all materials.  She could see and revise what I was working on and vice-versa.  On the off-chance that dropbox disappeared overnight, I also had our home computer backing up to an external hard-drive.   When all documents and powerpoints were finalized, I put one complete set of everything on three laptops (two were mine, one was my wife’s) and also put a complete set on two flash drives, one for me and one for her.  When we made the inevitable last minute changes, I made sure to update in dropbox and refresh all backup copies accordingly.  Being the least detail-oriented person in the world, I’m also the one to overcompensate the most when necessary!

On Presenting

  1. Set Ground rules with each other. It is possible that you and your co-presenter have different ideas about what is appropriate behavior when one is presenting and the other isn’t.  One of the biggest areas of possible conflict involves whether or not it is ok to interject, correct, or otherwise interrupt your partner while they are presenting.  One of the great values of co-presenting is that your partner is well-positioned to read the facial expressions and body language of participants and is likely to be more cued in to times when participants are confused, and in need of clarification.  For that reason, I encourage everyone that co-presents to open themselves to the interjections of their presenting partners, and allow for a free back-and-forth regardless of who has the floor.  Additionally it is good for each presenter to….

  2. Have complete copies and understanding of each other’s script and materials. Having complete copies of each other’s scripts (and/or outlines, and/or key points) can greatly increase the quality of the presentation for two reasons:  1) It ensures that no highly relevant points are forgotten or glossed over (if they are, your co-presenter can either alert you or interject.) and 2) It frees each presenter up from having to memorize or read excessively directly from notes.  It frees us up to make more eye contact, speak more naturally and conversationally, and connect more deeply with the audience, because we know we have a safety net of sorts; our co-presenter won’t let anything important get missed.

  3. Leave specific timing off of the participant agenda and modify timing/content on the fly. I suppose this could go under “Preparing” too…  I highly recommend having a few versions of how the actual presentation can play out–a few different agendas that you share with your co-presenter but not with participants.  Additionally, it is good to have additional modules (activities) and content that you don’t necessarily plan to use, but could slot in depending on timing (if you’re running short) or the interest of the participants.  When my wife and I recently co-presented, we noted on our private agenda where certain portions could be expanded or moved, and where other modules that we had “in the can” could be inserted.  Throughout the day we adjusted our presentation.  The participant agenda was worded broadly, and only noted beginning, ending, and lunch times, which allowed us to keep to their agenda while making significant adjustments to ours along the way.

  4. Restrain yourselves from talking too much.  My growth as a presenter over the past few years has been to present less, and facilitate more.  When I present, especially when I present on a topic that I’m passionate and knowledgeable about, I want to cram 20 hours of material into 8 hours of workshop.   A few years ago Dr. Marie Radford shared some invaluable feedback with me after I guest lectured for her.  In a nutshell, she said, “Less is more.”  She advised me to cut, cut, cut the material, and spend more time talking with the students and less time talking at them.  She suggested I give them the concepts and then invite them to reflect and discuss, and in that way the learning would be grounded in their own experience.   So I pass along Marie’s helpful advice, as it becomes doubly tempting with two presenters to, well, present!  Be extra mindful to structure your presentation in such a way as to present the key concepts, and then allow the participants to speak, question, reflect, challenge, and discuss — even if that means you don’t cover everything.  (That’s what handouts are for!  And websites.)

I firmly believe that a co-presented workshop — especially a full-day workshop — has the potential to be better organized, more complete and nuanced, and more engaging than a workshop presented solo.  Yes, it’s likely going to be more work for you (if you’re counting the hours and minutes of prep time), but it is also an opportunity for you to learn from someone with a different style, a different knowledge base, and a different viewpoint.  Ultimately, preparing and presenting a workshop with another person can be an engaging and rewarding experience for all involved, and I encourage everyone to give it a try!

Five Tips For Successful Webinars

ALALearning Blog Posts, Continuing Education, Training, Webinars

Note: Originally published for ALALearning Blog

Good webinars don’t just happen.  Beyond having a relevant topic and a great presenter, there are a number factors that affect the end result.  Whether you are scheduling and producing webinars, or creating and presenting them, these tips will help you deliver a great webinar experience for everyone.

    1. Write for the medium: Regardless of the webinar platform you use, tailor the lesson plan to the webinar environment.  Most webinars consist of an audio feed, a chat space, and a space that allows the presenter to share a slideshow, and possibly share their desktop or a whiteboard.  The webinar environment doesn’t allow for the useful visual cues that body language and eye contact provide in a f2f environment, and may not even provide audio feedback for the presenter.  For these reasons, well-designed lessons that work like a charm in a f2f environment might fail to engage the audience and hold their attention in a webinar environment.You can mitigate these issues and engage the audience by building in more questions, and taking advantage of whatever interactive features are offered in your platform.  Does your platform offer polling?  Use it!  Shared whiteboard?  Use it!  Hand-raising or yes/no capability for participants?  Use them!!MORE INTERACTIONI like to start webinars by posting a map of the state (or country) and asking participants to use the arrow tool in Wimba to point to where they are on the map.  This communicates to the participants early on that the webinar will not be a passive experience for them–they are going to be involved.  I also work with trainers/presenters to build in slides/questions that can be drawn on (literally) during the webinar, and encourage presenters to include these types of interactive activities throughout the presentation.  At minimum, plan on using more questions, and using them early, to mentally engage participants and create the expectation that they will not be passive observers.

    2. Know your platform: There are many good webinar platforms out there including Acrobat Connect Pro, iLInc, Elluminate, Wimba, WebEx, DimDim, and GoToWebinar.  Each platform has its own benefits and its own limitations.  You wouldn’t go into a f2f training without knowing the room layout and the availability of training tools such as chartpads, markers, laptop, AV, projectors, screen, etc., so don’t go into your webinar environment without knowing the layout, the tools available, and how to use them.   Most webinar platforms offer some great screen-shot heavy help files and/or recorded screencasts you can use to learn the layout and the tools.  Find them.  Use them.  Once you know your platform…

    3. Test, Test Test: The most common reason a webinar tanks is technology failure.  Wait, let me rephrase that.  The failure is not the technology, but the failure of the webinar producer, presenter, and participants to account for the platform’s limitations, and prepare and test their computers.  Each platform has it’s own requirements regarding browsers, operating systems, necessary bandwidth, and downloads/plugins recommended or required.  Each platform generally offers a simple link that can be clicked to setup/test the user’s computer.  Every person involved in the webinar must click the setup link prior to the webinar and make certain their computer is set up, tested, and ready to go.  Send this information out early and often to the participants. And make sure the presenter has tested/setup the computer they will be presenting from, and make sure it is a wired, not wireless, connection.Let everyone know the preferred method of audio participation.  Nothing beats a good noise-canceling headset. (I love my Logitech Premium Notebook Headset.)  If you’re offering dial-in access, send/post the number/PIN.  If participants are going to use laptop or desktop speakers, make sure they know to mute their microphones!  Nothing ruins a webinar faster than feedback (which is why you also need to know how to mute participants individually or en masse–it’s a lifesaver.)

    4. Practice, Practice, Practice Whether you are the webinar producer, presenter, or both (not recommended), it is imperative that you log some practice time in the webinar environment.   I highly recommend that there is at least one “producer” in the webinar (i.e. someone other than the presenter who knows the webinar platform cold.)  The more experienced the producer, the less time the presenter has to practice–but the presenter ALWAYS has to practice.  At minimum, the presenter should know how to advance slides (if using them), and how to log out and log back in again, in case of a network interruption.  Desktop/application sharing, a vital part of some webinars, adds a higher level of complication, and usually requires the presenter to master the application sharing mechanism–something that is not always simple or intuitive.  The producer needs to know everything else: How to advance slides, how to mute participants, how to expand/limit control of various room features (whiteboards, control of microphone, etc.), how to toggle between various features (polls, whiteboards, slides.)

    5. THE ACTUAL EVENT:  So, the presenter has written a great lesson, you’ve learned your platform inside and out, everything has been setup and tested.  Now there’s just the little matter of actually having the webinar!  Here are a few tips that I’ve found will greatly reduce problems and add to the overall quality on the day of the event:
      1. Arrive early: Both the presenter and producer should arrive at least 15 minutes early to get logged in and do a final test to make sure the technology is working, and do one final review of the tools/features to be used.
      2. Webinar Environment Review: Before the presenter begins the lesson/presentation, spend five minutes doing a brief review of the webinar environment with participants.  Walk them through playing with the features that they will be using during the webinar (writing tools, pointing tools, etc.
      3. Have a wingman (or woman): In webinar parlance, the wingman is the the producer’s assistant.  The wingman ideally knows the webinar platform inside and out, and is available to help participants with any tech/audio issues, and keep an eye on chat for questions or problems.
      4. Recording: Yeah, it’s a newbie mistake, but it happens to everyone.  Don’t forget to hit “record”!  (I put this right into my script in 24 point bold type.  But then again, I need notes to myself to remember to leave the house with my pants on in the morning.  Whatever works for you.)
      5. Take notes during the webinar: During the course of the webinar many useful resources and/or URL’s may be mentioned by the presenter or by the participants in chat.  It’s a great value-added service if you can capture these resources and post them with the recording and other handouts (i.e. the presenter’s slideshow, supporting documents) after the webinar.
      6. Save the chat: Before logging out, copy and paste everything in the chat into a word document and save that document… Besides being a good backup for the recording, having a text copy of the chat to share with the webinar participants after the webinar can help them quickly  find useful pieces of information that may have been shared in chat.  I treat the chat transcript as semi-confidential and I don’t post it–but depending on the webinar I will send copies directly to those who participated.
      7. Extend the Learning. Post the recording, notes, handouts:  Finally, spend some time in post-production (the specifics vary with each webinar platform) and get the recording posted to a website along with related documents and the presenter’s presentation, if available.

I hope you find these five tips useful in creating or presenting your webinars.  Let us know what works for you!

10 Steps to Promote Learning in Your Conference Presentation

ALALearning Blog Posts, Effectiveness, Learning, Presenting, Speaking, Training

A small meme developed on Twitter yesterday prompted by the following tweet by David Wedamen,  “Just had a GREAT idea from @brandeislibn. Conferences should be built around TEACHING not PRESENTING. Wouldn’t that be something?” (Thanks to Michael Stephens for retweeting and bringing to my attention.)

Alice Yucht built on the idea with her tweet, “how about Conferences should be about LEARNING, not Show-n-Tell ?”,  which got me thinking about how we approach conferences, and conference presentations, in the library profession.  If the goal of the conference is that attendees will learn, what do conference presentations have to look like to achieve that goal?

I believe the goal of presenting should be to a create a change in the listener;  a change of behavior, thinking and/or feeling.  Any good teacher or trainer will tell you that to be effective in creating that change, you must begin with the learning objective(s) in mind, and work backwards from there to design the lesson or the talk.

CONFERENCE PRESENTING: THE CART BEFORE HORSE?

Wedamen’s tweet points out an interesting feature of many library conferences—they seem to be designed around topics that presenters wish to present on, more than they are designed around, or focused on, the learning that participants need.  In too many conference presentations speakers design their talks as core dumps of data, or long, dry recountings of “how we did it good”, without giving enough attention to the key question, “As a result of hearing me speak, people will do/think/feel_________ “(fill in the blank).

The answer to that question is the main organizing principle, the guiding star, of any well-constructed talk.  Leaving out all of the other variables that go into an effective presentation (emotion, humor, pacing, eye contact, vocal variety, body language, visuals, questions, room environment, acoustics, etc.) it is very difficult to have a successful presentation if what constitutes success is a mere afterthought (or worse, if success is constituted by the fact that the speaker got a chance to speak at a conference…)

PUT THAT HORSE BACK!  TEN THINGS YOU CAN DO TO EFFECTIVELY PROMOTE LEARNING WITH YOUR TALK

Courtesy Flickr User: gruenenrw (CC BY-SA 2.0)

  1. Ask, “What do I want them to do, think, and/or feel as a result of hearing this program?” Ask and answer this question before you write one word or create one slide.  The answer to this question is your OBJECTIVE.  Let the objective guide you continually as you construct your presentation, throwing aside anything that does not help achieve the goal of the talk.
     
  2. Share your objectives with the audience at some point during your presentation–preferably during the first few minutes.  If the audience knows what you intend to achieve with the talk it will give them context that will help them make meaning and ground the learning.  It will also help them evaluate whether you have effectively achieved your goal.  Or not.
     
  3. Have a strong opening.The first two minutes of your talk gives you a great opportunity to grab and hold the audience’s attention, but it’s likely that you already have their attention during the first two minutes.  It’s the next 58 that present the challenge!  So what do I mean by a strong opening?  I mean an opening that engages the audience, creates some positive expectation for the rest of the talk, and/or provides a framework for the learning that is about to take place.  Olivia Mitchell, who blogs over at Speaking and Presenting, suggests three possible openings –  Organized Opening, Story Opening, Dramatic Opening — and discusses when/why to use each.
     
  4. Use examples to illustrate your points. For example…  Don’t just say, “Merchandising your collection is good.”  Say, “When we created a ‘recently returned’ display at the front door and displayed them all covers out, 98% of them recirculated within the same day and our circulation stats increased 20%.”  Examples support the learning by attesting to the truth of your message, and also help ground the learning by clarifying and fleshing out your meaning.
     
  5. Use simple, clear, engaging visuals to reinforce your points (or don’t use them at all.)   Good visuals can help you focus the audience’s attention, help them make meaning, and promote future recall, by connecting intellectual ideas with visual representations. As for bullet points… I’m not one of those people that believes bullet points should never be used, but if you use them, do it sparingly, with a  large readable font, and a supporting image (if room permits.)
     
  6. Tell stories. Our brains are actually wired to enjoy stories.  And because stories have the power to simultaneously engage the listener both cognitively AND emotionally, they are highly effective in getting your point across (assuming you know your point–see #1).  And speaking of engaging the listener…
     
  7. Appeal to emotions as well as reason. Unless you are presenting on the planet Vulcan, your audience probably consists of human beings, and research shows that it is our emotions that lead us to act.  If your goal is get listeners to DO SOMETHING, you need to rouse some feeling within them by appealing to their empathy, their self-interest, or some combination of both.  As the Heath Brothers suggest in Made to Stick, you want to appeal, “not only to the people they are right now but also to the people they would like to be.”
     
  8. Practice, Practice, Practice:There is no substitute for practicing your talk, preferably in front of others, to work out the kinks, identify and clarify muddied points, and become comfortable with the material.  When you know your talk cold you will relax, let you personality show, and more easily connect with the audience. You may have noticed that it’s difficult to connect with a presenter who reads his talk in a monotone and seldom glances up from his notes.  Conversely, it is very easy to tune out and start twittering during such a talk.
     
  9. Have a strong closing, and telegraph when it’s coming. You don’t have to bring tears to the audience’s eyes, or bring them to their feet.  But you do need to let them know that you’re wrapping it up, and use the closing as an opportunity to reinforce your goal.  You can do this by simply restating your main points and asserting why/how the listener will benefit by doing what you want them to do. Or you can end with a provocative question (engaging them cognitively), or with a story (engaging them emotionally).  However you choose to close your presentation, use vocal variety and word choice to telegraph that your are concluding so the audience realizes that it is now appropriate to clap wildly.
     
  10. WHAT ARE YOUR IDEAS? I’m leaving #10 blank for suggestions.  What do you do to effectively promote learning in your talks?  What have speakers done that have helped you as a learner/listener?