Complacency

Complacency

Tonight’s guest blog on Complacency is from Ross Atkinson. Ross spent his entire 33+ year career in the Heavy Equipment software marketplace with PFW/ADP/CDK. He was the architect and software designer for most of the applications in the rewrite of the core Dealer Management System called IntelliDealer. Having been in many roles with the Company from installation to ownership, he has first-hand knowledge of the system requirements of dealerships and the people who use it. His specialty is the ability to design and create solutions to ensure the best user software experience possible.

Complacency

Even for the most computer savvy person, the rate of software change can be overwhelming. In many cases, your staff is too busy and is not given the time to understand what the changes are before yet another iteration has been introduced. I guess that could be the subconscious excuse for never venturing beyond the basic functionality and just using what they know to get through the day. Simply said, complacency!

From my many years in the heavy equipment software industry, I learned that there are few exceptions to this statement, however, the dealers that do overcome this self-inflicted shortcoming are very successful, not only in the utilization of their business system but also financially.

How do you make time?  Well, it starts from the top down: a commitment from management to the ongoing education of those who use the software every day. You educate your technicians so why not the rest of your staff who use their “tool”, your business system software?

I can also guarantee you that there is functionality that your business system has today that you are not using or are even aware of. You need to understand what’s available at your fingertips. This is followed by the opportunity to test the features and functionality first hand. It’s one thing to sit in a classroom or virtually listening to trainers, it’s another to try it yourself and see it in action; using your data.

Through this learning process, your staff can determine how these capabilities can benefit your day-to-day processes. The goal is to improve efficiency but also the opportunity to gain a better understanding of your customers and the services you offer.

Once you have mastered the commitment to education, challenge yourself and your employees to understand how you can “tweak” or change your business processes to take advantage of functionally and systems you previously deemed unusable.

I recall doing some classroom education many years ago when the dealership principal stood up, interrupted my session, and made the following statement to his staff, “Not changing is not an option!” Imagine if that was your dealership motto?

For more information on our classes and assessments, please visit us at Learning Without Scars.

The Overlooked Telephone Salesperson

Please enjoy our second vlog of the year.

Planning to Succeed or NOT?

Planning to Succeed or NOT?

In his latest guest blog, Brad Stimmel shares with us the readiness of leaders for the next stage in “Planning to Succeed or NOT?”

Every good business leader that I have ever encountered make plans for the coming year.  And every plan has the first goal of creating success for that same period of time.  But are you sure you are making all the arrangements for your plan to succeed or are you just setting yourself up for unintentional failure?

The styles of annual planning process differ greatly depending on many factors of the company and its leadership.  In each company, the different styles of plans are usually financially driven.  And, of course, then it is broken down into its components by department and then by revenue, expenses, and profit.  This is pretty much the basic process done in many different manners by every company.  In some companies it is done from top management down and some companies it is created middle management up.  All of it will sum up to a potentially successful plan that is aimed at reaching the company goals for the coming year.

But there could be missing components that are equally as important. Ones that, if left undone, could increase the probability of failure to reach the company financial goals.

The concept is reduced to a twist on an old cliché quoted from an anonymous source:

“Ready, Fire, Aim”

It can be further qualified this way:

  • “Ready” means your standard financial plans that are well done and created with good planning and collaboration.
  • “Fire” means the approval, communication and launching this great plan for the coming year.

But… is everyone on your team “Aiming” in the right direction or even the same direction as others?  Usually not.

If each of your team members have not personally created a set of Measurable Objectives that will move their department and their personal efforts in the direction of the financial plans, then the probability of failure is much higher.

As Peter Drucker states:

Objectives are not fate – they are direction.  They are not commands – they are commitments.  They do not determine the future – they are means to mobilize the resources and energies of the business to make the future.”

All managers and Sales representative should create a set of measurable objectives that create success for them and their departments.  The objectives should be specific milestones that are productively moving toward the overall company financial plan.  They should have specific dates to target and well-developed action plans to accomplish over time. They should name any collaboration required with other members, vendors, or departments. And finally, they should be agreed to by their supervisor but never dictated by him or her.

As Drucker says, “There is a great difference between doing things right and doing the right things!”

This objective plan should be cascaded to all managers and sales representative at all levels. The higher the agreement and the clearer the communication of these objectives up and down the organization, then success is almost inevitable.

The last important step after the objective planning is to complete a quarterly review on progress toward the objectives with each participant.  NO penalty and NO reward should be offered.  Just check for progress.  If the objectives are just filed away in a cabinet until the end of the year, then most likely not much will change until the end of the year. And then it is too late.

So here is the summary of the ESSENTIALS OF OBJECTIVES PLANNING.

  1. Individuals determine their objectives and share with their supervisors. They both agree upon and state very precisely the specific results that are to be accomplished by a specific future date either by the individuals or by the units they manage.
  2. These same individuals work enthusiastically to achieve the expected results because, in the process of developing their objectives, they have become sincerely committed to achieving them.
  3. Regularly, the results achieved by these individuals and the units they manage are measured and reviewed at least quarterly. (I suggest a dashboard be set up for each individual member if your enterprise management system software provides this option.)

This whole concept is carried along on a wave of increased communication.

“The clearer the idea you have of what it is you are trying to accomplish, the greater the chance of accomplishing it.”

For more information on our classes and assessments, please visit us at Learning Without Scars.

Falling Upward

Falling Upward

Tonight’s guest blog is from Sonya Law, sharing the experience of Falling Upward.

How to create a culture of Ethical Leadership and Courageous Conversations

Falling upward is how it can feel like for leaders when faced with an ethical dilemma and there is no rule book…

Firstly, every organization I have worked for has an ethics policy which sets out ethical behavior for all employees and consequences of an unethical act.

What it does not set out is clear guidance in complex environments where we need to make ethical decisions.  We have all sat through hours of mind-numbing ethics training with textbook like scenarios that fail to apply to real life situations.

Secondly, a true ethical dilemma, is a moment in time in your career, that occurs only a handful of times that tests you’re grit, resolve and ability to think under pressure.  Characterized by 3 main things: you are often alone there is limited time to think, you are acting on gut instincts, fear will kick in followed by a momentary dread of you whole career flashing before you. You know that in this moment it’s not the right thing for you personally, you may need to challenge the status quo, you may take a hiding in the process from those more senior than you, there are no accolades for doing the right thing, it is a quiet and largely unwitnessed act of good faith.

Your resilience, fortitude and courage will be tested and it will feel like falling upward no matter what your position is in the company, Emerging Leader or Senior Leadership Team.

Lastly, ethical leadership at the basic foundation is about following a rule book, however the interpretation and application of ethics is often not clear cut, against a complex external environment.  Imagine sky diving for the first time you understand the safety rules and laws of gravity, what goes up must come down and you alone are left with the ultimate decision to jump.  Before we can free fall, we must go upward in the plane, reach dizzying heights, adrenalin pumping, fear kicks in and your whole life flashes before you as you get ready to jump.

Ethical leadership – takes courage when we make a stand for what is right, we are faced with a difficult dilemma, no clear path of what to do just a guttural feeling of discomfort and a racing heartbeat.

In the military, there are a clear set of rules that must be followed and order of command that must be obeyed, yet the military still face the same ethical dilemmas that we do in Business.  Because fundamentally we are all human beings who make decisions just like the moment right before we jump out of the plane.  Early in my career as a recruiter I was frustrated when a candidate wouldn’t accept the job offer; what I learnt very quickly is that people have a fundamental floor they often do what is right for them.

How do we create a ‘lived culture’?

  1. Human Resources set Culture
  2. Senior Leadership Team role model behaviors
  3. Employees observe these behaviors.

How do we create a culture of Ethical Leadership and Courageous Conversations?

  1. Accountability and Responsibility
  2. Trust – Create a Circle of Safety
  3. Educate the Senior Leadership Team how to have Courageous Conversations.

Accountability and Responsibility:

Encourage your employees to come to you with ethical dilemmas with what they see are the ethical challenges and what needs fixing in the organization.  Resist the temptation as a manager to fix it for them, by giving them the responsibility it activates thinking and accountability.  Ask them what do you think? How would you solve it? Empower them.

Trust – Create a Circle of Safety:

Managers tell people what to do but true leaders help people to feel safe, promote thinking and drive a culture of empowerment. Where employees are empowered to do the right things as opposed to the right thing for them which typically stems from a fear-based culture the opposite of a circle of safety.  Simon Sinek describes what he calls the Circle of Safety and establishing trust in his book titled ‘Leaders Eat last’.

Educate Senior Leadership Team (SLT) in why they need to have courageous conversations:

As a Human Resources Manager, I held a session exclusively with the SLT on the importance of courageous conversation and in 2019 took them to see Brene Brown live in Melbourne, Australia with the message that by having courageous conversations ourselves is the first step and encourages employees to do the same.

So, what’s it worth to you?

Your reputation and financial sustainability.

 

 

Resolutions and Reading

For a change of pace, we decided to share a vlog post today in honor of this being a new year.

 

For more information on how we can help you make this a great year, please visit us at Learning Without Scars.

That Was the Year That Was

There was a television program, I think it was back in the 1970’s or 80’s, called That Was The Week That Was. It was a British show that in Canada had the titled shortened to TW3. Being a British Show, it took the typical British tongue in cheek view of the news of the day. I want to resurrect the name with a twist. 2020 TW3 – That Was The Year That Was.

Leaving 2020 behind.

Certainly, there have been other years that carry the same feelings, family health issues or deaths, job losses and other similar difficulties in the passage of life. But I believe 2020 should win the title and the Crown, as the most, in nearly every category of significance.

We began the year with the most successful economy in American recent history. For instance, we saw the lowest income quintile see their net worth rise 37% while the top quintile held steady (Federal Reserve Survey of Consumer Finances). A tight labor market forced employers to raise wages and the minority workers, black and brown, as well as women, saw their net worth rise 10 to 20 times their white male counterparts. The economy seemed to be performing exactly as society would have wanted.

Then the Pandemic hit. “The depth and breadth of its economic disruption was greater than that of any postwar recession.” “The distribution of the job losses was completely different than what one usually sees in a downturn.” “Low-income earners were the hardest-hit group.” (WSJ 2020 in Review) This downturn affected women and people of color disproportionately. Service businesses, restaurants, barber shops, hair salons, bars, gyms, etc. were declared non-essential services, by various governments, and shut down. Many of those business will not return having already declared bankruptcy.

Then the death of George Floyd at the hands of the police brought the sight of violent riots and demonstrations to the nightly news. Society, as we knew it, was being fractured. Let us remember this is not the first time this has happened. Not by a long shot.

And of course, we had the election in November which showed a seriously split electorate. Roughly 80M versus 75M split between Democrats and Republicans for the Presidency. Significant gains by the Republicans in the House and basically a stand still (at this writing Georgia has yet to vote for the Senate) in the Senate. Thirty of the Sates are controlled by Republicans and twenty by Democrats. Pretty much a “schizophrenic” voting population.

Finally, a Vaccine. One the most amazing feats in modern medicine is the research into, development of, the actual testing regimes, and regulatory approval of vaccines to stop the spread of the Pandemic. Politically they called it “Warp” speed. Now the roll out of the vaccinations to the world is underway.

That Was the Year That Was alright. But I don’t need a repeat of this year again in my lifetime. Thank you.

Earlier in the year I read a remarkable book by George Friedman, an author for whom I have much respect, titled “The Storm Before the Calm.” It is an incredible read from a very astute author. If you haven’t read it get it, you can thank me for the suggestion later. Which brings me to my thinking today.

I believe that 2021 will be a year in which we “reset” our businesses. If we had our eyes open, we learned a lot.

  • that we could have some job functions “Work From Home” a new acronym WFH. This also exposed us to a lot of office building space being superfluous to our needs.
  • the critical nature of “Internet Based” Businesses. Our need for 5G internet speeds and significantly most robust security tools on our systems.
  • how to conduct “Virtual Meetings” with previously unheard-of businesses like Zoom becoming a house hold name.
  • how education was changed in ways that no-one had foreseen. This was a change that was necessary to happen as student debt for University education had become the largest single debt in America.
  • that Companies generally have procedures in place for upskilling their workforce. Teaching employees what they need to move up in the organization, such as management skills or technical knowledge. Reskilling workers, to move them to a different role, is very different today.
  • We learned how to save money. Americans have accumulated $2 Trillion in new savings since February.

And we learned that we had choices to make in our lives. Those of you that know me will understand me when I say I refuse to be a victim to what goes on around me. I am too stubborn to let that happen. I want to always find a way to make things work. Work better if at all possible. That is my belief and it has driven me my whole life and I see no reason to change at this point.

So, I would ask all of you to stand and raise your glass with me. I am going to “KICK” 2020 out this year. Much more than I am going to welcome in 2021. We are going to see a remarkable 2021. The world will start to return to normal and with a fresh optimism we are poised to do remarkable things.

The time is now.

Max and the Little Extras

Max and the Little Extras

In this latest abstract from Ed Wallace’s book, Business Relationships That Last, Ed and Max, the remarkable taxi driver, remind us that it’s all about the experience that we create for our customers and colleagues and many times that experiences is manifested in doing all of the ‘little things.’ “Max and the Little Extras” is a great reminder of that.

Three weeks later, on the morning Max had agreed to pick me up, I was running a few minutes behind schedule. I kept checking out the front window, hoping to catch him before he rang the doorbell. At exactly 5:00 a.m., I heard a gentle tap on the screen door. As I walked to the taxi with Max, I imagined how many people had probably ridden in his taxi over the previous three weeks, yet despite that large number, he had remembered I had an infant son who was most likely sleeping at such an early hour. Max’s thoughtfulness and ability to remember details about my life impressed me.

During my next several rides to the airport in Max’s marvelous taxi, we talked almost entirely about my life. (Notice that I was no longer driving myself to the airport!) He asked about my work, where I was traveling to, my ambitions, my family. I could hardly believe how at ease I felt opening up to him. I was more comfortable telling Max things about myself than I was telling people I had known much longer. The more time I spent with Max, the more interested I became in learning how he was able to make me—and most likely all of his customers—feel so comfortable.

When asked, he told me a few things about himself, his business, and his day-to-day schedule as a taxi driver and small business owner. His clients could not be easily categorized. They were local CEOs and their colleagues. They were sales professionals going to the airport and elderly people going shopping. They were groups of ladies going to the city for a day at the art museum, lunch, and a nice tour of the historic district. I finally asked how he had developed such a long list of loyal customers, hoping he would provide me with a “secret to success” that most client-facing professionals dream about. “Simple, Ed,” he answered, holding his thumb and index finger about an inch apart. “It’s the little extras that turn fares into friends.” I thought about what Max meant by the “little extras.” Sure, it was great fun riding around in his taxi; it was the only one of its kind in the area and attracted a lot of attention. But that was only a “It’s the little extras that turn fares into friends.” That’s a small part of what made Max a success—and he was a remarkable business success.

After a few minutes, I realized that his entire business philosophy was based on friendship, and the little extras that friends would do for each other. So, I asked, “What are these little extras? Are they the on-time arrivals? The courtesy and warmth? Treating everyone equally? The impeccable upkeep of the taxi and the quiet environment it provides? The bottled water? Listening, remembering, and having a genuine interest in the riders’ lives? The gentle tap on the screen door at five o’clock in the morning?” Max answered, “Yes.” “Which one?” I asked. Just as the words were coming out of my mouth, I got it. Of course, how could I not get it? Max was skilled at identifying and aligning with each rider’s specific needs and situation. But how did he do this? I believe that Max woke up every morning thinking not that he was going to work but that he was going to spend the day with his close friends. This is obviously a very different approach from viewing business as a series of transactions in which both parties want something from each other. If we define friends as “parties who help one another,” and if you consider everyone you interact with your friend, then adding the little extras in your business relationships would be as easy as including them in your personal life, which you do naturally. On the simplest level, Max’s job was to provide a ride from one place to another. Any driver could do that, and do it on time, safely, and courteously. But when you rode with Max, the quality of the relationship, the conversation—the whole experience—was so enjoyable, supportive, enlightening, and pleasant that you didn’t want the trip to be over. He had mastered the art of taking his so-called simple business from a merely transactional level to the It’s the Little Extras!

The Time is Now

For more information on our classes and assessments, please visit us at Learning Without Scars.

Virtual Selling and Time Management

Virtual Selling and Time Management

Don Buttrey, President of Sales Professional Training, Inc. is back with a new installment of his CRM Hell series: Virtual Selling and Time Management.

 

Virtual Selling Tips related to Vital Selling Regimens.

The virtual world is all on you. You are in control of every aspect of your world. Your life, your world, everything. It is a big change. We had become comfortable with our “old” routines. How we proceeded through the day. How we organized our calls. Now we have to “relearn” how to do everything.

Time and Appointment Management (calendar)
  • Check/improve internet speed. Upgrade if needed. This is your new main venue and you must avoid as many potential distractions as possible.
  • Set aside time each week to SCHEDULE calls/video conferences with current and prospective customers. Call and/or email to ask for best day/time then send invites. Be proactive. Take control.
  • Load up your calendar with appointments and live by that calendar.
  • Confirm next meeting and venue (call or video) at the end of every sales call.

With time management applied to our virtual world, we can stay on top of our customer service.

For more information on our classes and assessments, please visit us at Learning Without Scars.

Skill Levels and Assessments

Skill Levels and Assessments

As with everything we do in the “Learning” business we are constantly adjusting our Learning Paths and Skills levels to reflect the scores we have been seeing from our Job Function Assessments. We are going to change the “Names” of each of the levels. We have used Basic, Intermediate, Advanced and Expert. Those are terms that we felt everyone would understand. We are going to change those terms now to use those most common in education. Now we are going to call the Assessments Levels Developing, Beginning, Intermediate and Advanced.

Let me explain what they mean:

  • Developing
    • This is the phase of an employee’s employment where they are learning the job, they are being trained, either by mentor or their boss, in how to do the job. This is in keeping with Don Shillings approach to employee development – “Grow Your Own.” This is an apprenticeship approach. Here is when they are shown how to do the job and then helped to do the job. This is before the employee is given the full control on their job. There is direct supervision of the employee in this phase.
  • Basic
    • This is the phase that the employee is in when they know how to do the job. Now they are learning how to take advantage of that knowledge and put into action their particular skills and competencies to make their job more effective. This is when the supervision tapers off and is no longer on a tsk by task or day by day basis.
  • Intermediate
    • Is the phase where the employee knows how to do the job better than most other people. They have a level of competency that requires less direct supervision. We must always remember that every individual starts their work experience with their job as an excited person. They are starting a new job and they are excited. Then depending on how the leaders treat them they will either grow into a self-reliant achiever or disillusioned and demotivated employee. It is really more dependent on the type of leader than the type of employee.
  • Advanced
    • This is the final phase of the learning path. A self-reliant employee who is ready and able to take on additional tasks and job functions. This is the final stage of this step on the career path of the employee.

We are also changing the threshold scores for each of these levels. We started with quartiles (25% blocks). That each individual taking our assessments would be coming to us with similar skill levels based on the standard score rating of quartiles. Twenty five percent blocks. We have found, based on the result of the assessments and our discussions with the employers that this does not apply in our Industry, nor for our employees. It is rather a triangle where we have a lot at the bottom of the triangle and a much smaller group at the top. We are moving to the following skill levels.

Developing                        0% –   50%

Beginning                        50% –   75%

Intermediate                   76% –   90%

Advanced                        91% – 100%

This is a significant change, but much more accurate relative to the skills of the employees by job function. It is important that we share this with you, our audience and clients. Thanks for your interest in our programs and we will continue to strive to improve and adapt our programs as the facts dictate.

The Time is Now

My Friend Max

My Friend Max

Sometimes wisdom and life changing opportunities come out of the blue. The challenge for us is to recognize them and take heed. In this second abstract from Ed Wallace’s book, Business Relationships That Last, that is exactly what Ed experiences… Please enjoy this guest blog, “My Friend Max.”

My Friend Max

A number of years ago, my sales efforts required that I travel a great deal. I didn’t like being away from my family any more than necessary, so I became king of the day-trippers. It got so that I could leave my home on the East Coast around 5:00 a.m. for a meeting in Minneapolis or Des Moines and still make it back home the same day for a late dinner and to see Brett, our first child, for a few precious minutes before tucking him into bed.

The night before one of these trips, my car developed an engine problem. I asked my wife, Laurie, to reserve a taxi to the airport for me. As usual, when she got involved in helping me solve one of my problems, remarkable events began to unfold. The next morning, I waited anxiously for the car to arrive. At precisely 5:00 a.m. I noticed an old-fashioned British taxi, with stately, rounded exterior lines, running boards, and a large passenger compartment pull up in the front of the house. Even in the faint light of dawn I could tell the car was spotlessly clean. In the short amount of time, it took me to exit the house and lock the door, the driver had already exited the taxi and was on his way up the walk toward the house. He was a tall, lanky fellow with glasses and the sort of calm, kind face you might see in a Norman Rockwell painting. I was about to learn that he was not your average taxi driver. He gave me a warm, “Good morning,” and we walked together toward his parked taxi. I climbed into the passenger area of the car, settled into a luxurious leather seat, stretched out my legs, and felt a deep sense of comfort and relief. When the driver started the car, I noticed there was no noise—no scratchy dispatcher’s voice barking instructions, no jangling music on the radio. A cooler within reach provided a supply of bottled water. It was amazing! As we pulled away, the driver turned around to introduce himself. “Hello, Ed, my name is Max,” he said with a smile. “Glad to meet you, Max,” I replied, wondering how he knew my name. As we drove, he asked me a couple of questions about myself. Since I’m pretty much my own favorite topic, I happily offered plenty of information. He was a terrific listener, and I found myself sharing a good deal about my life with this person that I hardly knew. He had a special calm, sincere demeanor that made me feel comfortable opening up to him. He took special note when I told him about our new young son and how he had just started sleeping through the night. When we arrived at the airport, I gave Max a more generous tip than I usually give drivers. I had so thoroughly enjoyed his company and the stress-free ride to the airport I asked him to schedule me for the following Tuesday. Max hesitated and then said, “I’m truly sorry, Ed, but I cannot pick you up next week.” “What’s wrong, Max, is it something I said?” I inquired, half-jokingly. “No, nothing like that, Ed. I just have a great deal of fares— friends, that is—and they usually need to book three to four weeks in advance with me.” “For a ride to the airport at five o’clock in the morning?” I asked incredulously. “Yes, I have a lot of friends,” Max responded. “I just happened to have a cancellation last night before I got your wife’s request for a ride.” “Okay, how about three weeks from today?” I tried again. “That works. I look forward to seeing you then,” Max answered, and he was off.

We will continue with the story of Max next week.

The Time is Now.

For more information on our classes and assessments, please visit us at Learning Without Scars.