Monday, October 3, 2011

Where Has Customer Service Gone?

As many of you know, I travel quite a bit.  I am extremely loyal to my brands often going out of my way or not taking the convenient path to maintain that loyalty.  For example, I drove 55 miles each way for a speaking engagement to stay in the nearest Marriott.  However, more and more, I am seeing customer service get worse and worse.  In this economy, it is even more important to retain your customer base than ever.  I try not to complain, but two situations that just occurred have led me to this post.  Unfortunately, I will not change the names to protect any innocents.

The first experience was with the Vanderbilt Marriott in Nashville, TN.  They have one of the most amazing and wonderful staffs ever.  From the valet to the desk manager to the Concierge team, they are a class act.  I have had several customers in Nashville and have stayed over 100 nights in that hotel.  At one point, I didn't have to stay in Nashville for 6 months, yet everyone still knew me by name when I came in.  Most hotels have corporate rates and when I travel, I use the client's rates to lower expenses.  In every hotel I have ever stayed, if the corporate code is unavailable, I have been told to book a room anyway and get the code changed at the front desk.  This was the case for this particular reservation.  I booked the room and headed to Nashville.  When I arrived, I was greeted by the familiar valet guy by name.  The front desk manager welcomed me as she has for years.  We asked about each other's families and made the usual small talk.  I told her the rate situation.  She told me she can no longer change it and I can see she was upset at the inability to do so.  I asked her why.  She said that a new owner had taken over and that policy is not in effect anymore.  She stated that the owner representative was there and I could discuss it with him.  When I talked to him, I was appalled at the answer.  He said that the reason is due to a revenue model to ensure they stayed as viable as possible.  I explained to him that I had earned my platinum status at that hotel.  Not just that I am platinum, I earned enough nights at his hotel to become platinum.  The rate difference was $80.  I asked if an extra $80 was worth losing a customer that had spent easily $20,000 at that hotel.  He said that it was policy and his hands were tied.  So I cancelled my reservation and found another Marriott in Nashville.

The second item happened on my latest trip.  I rent with National Rent-A-Car and have been an Executive member for several years.  I realized when I arrived in Houston at IAH that I had left my driver's license at home.  It is Sunday night late and I am stuck at the airport.  I go to the rental counter and talk to the manager.  I explain what I had done, but that I rent a car from her counter every other week for quite some time.  I could have my wife fax her a copy of my driver's license to prove that she was in possession of it and that it was valid.  She was going to overnight the license to where I was staying.  I had my passport with me to prove my identity.  I had just rented a car there the prior week so it wasn't as if I was an unknown entity.  I can appreciate the policy and I can appreciate the adherence to it as well.  The attitude that I received from the manager was flippant and she just said, "I can't do anything," and walked away.  As she walked away I asked was there anything that could be done, any options, or anyway to get a cab from the location.  She continued to walk away mumbling and let the office door close behind her.  Fantastic customer service, I must say!  Again, I understand my mistake.  I can understand the policy.  The attitude was what was so infuriating.  She didn't even look up my name or what type of customer I was.  She didn't even try to assist when I was in need.

What happened to customer service?  There used to be trust in the consumer.  If I had never rented a car at that location or stayed at that particular hotel before, I can understand.  Even if I had only done so once or twice, I could understand.  To attain the highest level statuses of their loyalty programs and have their locations be where I attained those statuses, unforgivable.  Sometimes you have to look at the money lost or loyalty lost versus the immediate gain.  Policies are there to protect and serve, but not to the detriment of customer service.  Everything these days is recorded, outsourced, and has a total lack of empathy.  Bring back the human.  Bring back the humanity.  Please, loyalty should be more than a free gift.  Loyalty should mean the company should strive just as hard as the consumer.  It is just as easy for me to book somewhere else.

Stay loyal!

Rick

Wednesday, September 21, 2011

"I want a PMO!" - Validate What They Mean

Clients will often state that they want me to come in and help them create a PMO. Unfortunately, that is all that they say. It is like me saying, “I want to be a better project manager.” It is a pretty vague statement. When the decision is made to create a PMO, there is some general reason why that is happening. It is important that you uncover those meanings.

 
For instance, a client had recently stated that a PMO was being created in a division and that all of the certain projects of a certain type would be brought into the PMO. At the time, there were 150 of these projects identified in the group. The group also had 6 project managers who already had a portfolio of 30 projects. There were several questions that this posed:
  • What do we mean by “brought into”? Does that mean we own the projects completely or we own the status reporting?
  • Will we get more staff to run these projects?
  • Why do we feel the need to create the PMO?
  • What is the end result of creating the PMO that you envision?
  • Will the PMO be part of the strategic planning of the division or just told to execute the projects?

Unfortunately, not many answers were provided. I compare the explosion of PMO’s to the Six Sigma craze. There was a popular article that stated a Six Sigma Master Black Belt could bring a company an average savings of $2M. Based on the article, many companies went on the hunt to find their Master Black Belt. They approached it as if the person would show up with a $2M check!

 
I fear that the explosion of PMO’s is due to the same reason. An executive will read an article or see a result published from a company that shows that a PMO increased revenues, decreased cost, and improved efficiencies. Therefore, they conclude that they must have one. In my experience, few executives are willing to make the changes that achieve the results in the article. Change must occur in order for results to be realized.

 
Faced with the situation above, my suggested course of action follows what is taught in my seminars and books. The path was:
  • Identify what it takes to manage a project in the environment and come up with a percentage of time on average it consumes of a project manager.
  • Apply the percentages to the projects to determine the number of project managers needed.
  • Identify alternate actions should head count not be increased (including not accepting the 150 additional projects)
  • Ensure that the data you are presenting is accurate.

Once all the steps have been completed, meet with the sponsor. Ask for the 30 additional project managers that would be necessary to accept the additional project load. If the answer is no, show the alternatives of what is possible with the current staff (including some of the ideas that I have blogged earlier titled “Do We Have to Own Projects Start to Finish” in May of 2011.) From there, this will take a life of its own. The important part is to ensure that you have validated what they mean when an executive states, “I want a PMO!”

 
Until next time,

 
Rick

 

Wednesday, September 7, 2011

The Plague of Ulterior Motives

I continue to be amazed at how much time, effort, and money is wasted internally by companies.  One of the number one causes of this waste is ulterior motives.  These are people who will deliberately say and do things in public, but in private have another motive to their actions.  This is a rampant disease that can cost organizations millions of dollars.  Instead of having uncomfortable conversations or debating issues, the person or group would rather act is if they are playing along and hope that the initiative fails.  There are several of these types to watch for:

The Two Faced Approach.  This approach is been around for a long time.  As soon as any social structure is developed, this approach is evident.  My kids experience this in school and unfortunately, some never seem to grow out of the behavior.  The approach is to act one way in front of one group and then act a completely different way in front of the sponsors and executives.  For example, an individual can be openly combative and antagonistic towards you in a closed meeting.  Then in the team meeting, be open and friendly and act as if they have been working with you all along.  One of the greatest examples of this behavior is Eddie Haskell from Leave it to Beaver.  Eddie was conniving, manipulative, and mean to everyone.  However, when the parents were around, he had his best manners on display and gave the illusion to the parents that he was perfectly behaved. 

Transference of the Issue.  This approach will make sure to not answer a direct question or issue.  If you ask a direct question, they will talk around the subject without answering directly, transfer the answer back to you, or deflect the answer to a person or group that is not available at the time.  They make an art of not answering the question.  They will respond to questions with, "It will take whatever you think," or "What do you want it to do?"  These are purposefully vague answers to questions that can allow them to say they are being responsive without actually answering the question.

Secret Saboteur.  This group will secretly try to make the initiative fail.  Either they disagree with the initiative or they are scared of the change that it might bring.  Instead of working with the initiative, they purposefully delay, don't deliver, cause rework, or otherwise sabotage the work.  This is a particularly dangerous group. 

The Other Option.  I have seen this option several times.  This is where the group or individual wants the theme of the solution to be successful, but not necessarily the current selected solution to work.  For instance, a company wanted to do workforce management.   They looked at a portfolio and project management system and an enterprise resource platform.  The business and users wanted the project management system.  A key executive had former ties to the enterprise system and wanted that one.  Instead of debating the decision, the executive allowed the project management system to be purchased.  During the implementation, the executive put unrealistic demands on the team, changed the scope, and changed success criteria.  The first implementation group did not succeed.  A decision was necessary to continue with the current tool or get the one that the executive wanted.  Surprisingly, the business wanted to continue with the current system.  The executive again sabotaged the implementation to the point that the second implementation team failed.  Finally, the executive got the system that she had wanted.  However, it ended up costing the organization millions of dollars.

This can also manifest itself by stating that a group wants something when it isn't the true thing that they want.  For example, an organization that fights for a change of a tool.  The existing tool does what they want, but they convince the organization to change.  The reality is that they want control of the tool.  It isn't that one tool is better than the other.  It is that they can control the tool better if they own it.  I see this quite often with centralized IT departments.  You will get a department that wants to go rogue and get another tool.  In the end, what they wanted was to not have to utilize the centralized IT group.

We will explore how to deal with these types in later blog postings.  The first step in dealing with ulterior motives is to try to understand which one of these categories the group or individual belongs to.  From there, we can start to create a game plan on how to deal with them.

Am I missing any?  Would love to hear from you on this topic!

Rick

Friday, August 19, 2011

More Metrics!

Building on my last post, we are continuing to build some new metrics.  The last post talked about resource management metrics.  Here are some other ones that we are tracking now.

Execution Metrics
# of tasks
# of tasks on time
# of tasks past due
# of tasks severely overdue
# of team members
# of opportunities to turn in status report
# of status reports turned in


Planning Metrics
Date Project Assigned
Requested Project End Date
Project End Date Original Planned
Mandated?
Date Agreed upon with Sponsor
Date Project Actually Completed

There will be much more to come as we are developing a new concept that we are titling now as "Metrics 2.0:  New Metrics for a New Project Management Era"

Do you have some unique metrics that you track?  Please share!





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Tuesday, August 9, 2011

New Metrics: Resource Management

I have several requests from people asking about some of the metrics that I track on my projects. I am working on a new book of metrics and new ways of thinking about metrics. Here is a sneak peek of some of the types of metrics that I track:

Resource Management Metrics
# of times invited to a meeting
# of times showed up to the meeting
Participation type (called in, showed up in person, etc.)
# of issues assigned
# of risks assigned
# of issues resolved
# of risks resolved
# of issues introduced
# of risks introduced
# of tasks assigned
# of tasks completed on time
# of tasks completed past due
# of e-mails sent (by pm)
# of e-mails responded to

This takes the metrics just a bit beyond what we normally track. It is not all % complete or estimates. It is also about quality. For example, I had a very large project that had impact on multiple departments. One of the departments was finance. Right at go live, the finance department went to the project sponsor and said that the project should be stopped. The project manager (which was me) did not consult them or did not get their input on the project. Therefore, since finance was not consulted, the project should be stopped.

When I was called in to the Sponsor’s office, I stated that I had not gotten their input. What finance had stated was completely correct. However, they were not an identified stakeholder on the project and based on their project focus rating, they did not appear to want to be involved. Finance asked, “What do you mean by a project focus rating?” I explained that I track how many times I had invited them to meetings, asked for input, number of issues assigned, number of e-mails that were sent and went unresolved, and overall participation on the project. Based on the information that I had, they were invited to 47 meetings and never showed, 31 e-mails went unanswered, 3 issues were assigned that never were completed, and 2 direct requests for assistance were not answered. Since all I can do is facilitate, I took the 83 separate times to have them provide input as a sign that they did not want to participate. In the end, finance didn’t have a leg to stand on. If they wanted to have direct input, they could have. What happened is that they felt the project would not impact them and they blew off the project. When they finally saw that there was impact, the project was too far down the road.

This is a common occurrence in projects. This is why we have to look at metrics that go beyond. The point is that we have to manage more of the quality or focus of individuals on a project. In environments when there are tons of competing projects and priorities, it is a necessity to measure the amount of focus a resource gives to the project.

Hope this helps!

Rick

Friday, July 29, 2011

The Chicken Little Syndrome

“The sky is falling, the sky is falling!”  Ah, the overreaction, the storm that breaks up the calm, or the person who is just trying to get noticed.  Whatever the cause, the Chicken Little Syndrome (CLS) can hurt your credibility as well as cause disruption and productivity loss for the organization.  What is the Chicken Little Syndrome?  This is taking a small fact or occurrence and blowing it out of proportion so that it becomes the center of attention to executives.  Many times the motivation behind it seems pure.  However, it also can be truly dangerous.

In my seminars and lectures, I always talk about “getting to the data.”  If I have more data than you and can speak intelligently about the data, then I have a higher chance of winning a conflict.  Just like anything else, data can be manipulated and misused.  Look at the poor egg.  I don’t know if they are good or bad for you anymore.  It seems every month a new study is released that states and proves the exact opposite of the study before that one.  It is a mystery!  So data can literally become the great chicken and egg debate……Squirrel! (That was for those loyal followers from my seminars ;)

Back to Chicken Little, Wikipedia states, “The Merriam-Webster Dictionary records the first application of the name Chicken Little to 'one who warns of or predicts calamity, especially without justification’ as dating from 1895.”  So the Chicken Little Syndrome is someone who takes a small fact, issue, or data point and uses it to warn of impending doom without understanding what the data point really is.  I see the syndrome almost on a weekly basis and sometimes more often than that.  When it really can become fun is if the data points are theoretical.  For example, take estimations of a work effort.  The first key word is “estimate.”  This word alone implies a guess.  There are tons of theories on how to do estimates.  My favorite estimation theory is PERT or Program Evaluation and Review Technique which was started in 1957 by the US Navy.  You can read more about PERT here.  At the end of the day and regardless of the theory, it is still an estimate.  What is great about an estimate is regardless of how much time and effort you put into the models, it will always be an imperfect value.  Whenever there are imperfections or data points that are open to widening levels of interpretation, the Chicken Little Syndrome can rear its ugly head.

Personally, I always feel that there is something behind the Chicken Little Syndrome.   Something else that may not be right on the surface, but it is the true issue of the prediction of doom.  For example, a consultant is working with an organization to build a work estimation model.  He or she works with client for an extended amount of time and designs an extremely comprehensive model that is +/- 7% accurate.  The model is accurate, but also requires the end user to track large amounts of different data points to help feed back into the work model.  A second consultant comes in and looks at the model and suggests a different way.  The different way is +/- 10% accurate but greatly reduces the amount of time the end user spends capturing the data.  The core team chooses the easier model and accepts the additional 3% of inaccuracy as an acceptable risk.  The first consultant feels strongly that the way it was designed originally is the best way.  To disprove the second consultant, CLS takes over.  The second consultant creates a specific case of where the model that was originally created is much better than the model in play.  This turns in to charts, graphs, and presentations stating that the sky is about to fall.  This grabs the attention of the executives which just finished a hefty investment in creating a system around the second model.  Doubt, worry, and panic sets in.  Meetings, conference calls, and many side conversations are generated based on the CLS.  This causes the second consultant to come in and defend the model that he or she created.  Instead of working in the existing system and focusing on the use of that tool, time is spent debating and validating models.  It becomes a war of presentations.  CLS has taken over the center stage and hours and hours of time are spent trying to prove that the sky is fully intact.  In the end, the first consultant was potentially only looking for validation.  There was time and effort and a great amount of good work placed into the model.  No model was truly right or wrong, they both had advantages and disadvantages.  However, because of the CLS, the organization is forced to choose.  Since the organization had to choose, this means someone won and someone lost an argument.  This is a dramatization, but a great example of what CLS is.

Another form of CLS is also called “blamestorming” or “issue deflection.”  Essentially, this occurs when there is an issue that someone causes or a major mistake is made on a project.  Instead of confessing to the issue or admitting fault, the person contracts the Chicken Little Syndrome.  The person launches into a meeting and creates a great hubbub about something in the complete opposite direction of the issue that he or she had caused.  Maybe a grandiose statement is made.  Sometimes it is just a downright lie.  Regardless of what is said, the intention of saying it is to create a commotion and take the attention off of them and place it elsewhere with the hopes that the original issue will be resolved or go away.  This just creates distraction and ultimately hurts the organizations, relationships, and often people.

I have also seen forms of CLS where the person sees everything as a personal battle.  It is as if the whole company is conspiring to interrupt the individual’s workflow.  These are the ones that every conversation is them discussing how they gave an ultimatum, or had to stop someone from destroying life as we know it.  Each story consists of what an idiot everyone else is and how they alone saved the day.  Usually, it is about everything in their lives.  Work, relationships, fights with the mailman, how the cable company is personally trying to rip them off, etc.  It is a defensive and hurtful posture.

Is there an antidote for CLS?  I am not sure.  It can be combatted in a couple of ways.  First, be savvy to what is really happening.  See if you can identify and work with the person that appears to have CLS and see if you can determine the root cause.  Make sure that they do not see the issue as a battle.  The other way to combat it is to call the behavior out for what it is.  Ask for the motivations.  Ask why they feel so strongly about their statements.  See if you can get them to discuss openly what is really happening.  A great technique to do this is the “5 why” technique.  This technique is a way to help try to identify the cause/effect relationship of an issue.  You can read more about that here.

If you feel like you are about to expose the next grand conspiracy or are trying to deflect blame or a mistake off of you, take a step back.  Are you creating a bigger issue than what it really is?  Could there be alternative solutions?  Is it possible the data you are referencing is not correct?  Make sure you are being objective before you raise such a large issue.  If I asked you to name someone that contracts CLS often, most of you reading this can come up with a name almost immediately.  Sometimes, these people just want to be appreciated for doing a good job.  Sometimes it is their insecurities.  Whatever the cause, nine times out of ten, there is a cause.  Find it and you too can stop this horrible disease.

No day but today!

Rick

Friday, July 8, 2011

R2 Website 2.0

How do you portray what project management is or better yet, what project management consultants do in fifteen seconds or less?  That was the question that I was trying to answer.  Like many small businesses, I originally setup my website.  I am also very active in social media through Twitter, LinkedIn, Facebook, and of course, this blog.  It was time to upgrade the website and reintroduce the new and improved rsquaredconsulting.com.  Our new home page blends my speaking engagements, twitter activity, and blog posts all on one page while showing what it is that we do.  We wanted to be able to get across the services that we provide without the client having to hunt and peck.  It was time to call in the experts!

I contacted longtime friend Chase Morrow who currently runs IT Rockstars in Birmingham, AL.  We rolled up our sleeves and got to work.  I am very happy with the end result.  The home page came out exactly as I had hoped and Chase and his team did terrific work bringing my vision to fruition.  So please, check out www.rsquaredconsulting.com and take the new website for a spin.  Please let us know what you think!  When you are done, check out the link for IT Rockstars and see if they can assist you in the same way they did me!

Rick