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Transformation: Becoming a Selling Organization 2

Transformation: Becoming a Selling Organization – Part 2

Tonight, Don Buttrey brings us Part 2 of his two-part series on Transformation: Becoming a Selling Organization.

2) Sell ‘the house’

We don’t just sell product anymore.  Product and brand will not sell itself. We have to ‘sell the house’.  That is one thing the competition does not have-your differentiator!

Why should customers choose you and do business with you?  Every person in your organization should know that answer.  This awareness should season everything you do and be on the tip of every tongue. If you do not know that answer…who does?

When you consider the question “what do we sell?” you can help define that answer by documenting Company Factors and Value-Added Services of your company.  Company Factors are advantages, minute distinctions and attractive characteristics that you offer.  Don’t get hung up on the word, unique.  Some competitors may claim the same or similar factors.  Company factors are simply what you look like as a company.  How many branches you have, expertise in certain markets, years in business, key people, inventory, size, location, stability, certified mechanics, customer base, and lines represented are all examples of company factors.  Value-Added Services are what you do for your customers before, during and after the sale.  These services support your offerings and enhance the perceived value.  Examples might be inventory management, part usage reports, financing services, safety training seminars, etc.  I suggest you workshop these two lists as a team and publish the results internally.  Make sure everyone knows and believes in ‘who you are’ and ‘what you do’.  You may even want to prioritize this list and document the top things that clearly set you apart from the rest of the pack of competitors.

3) Standardize your selling process

So how do we take this corporate, ‘selling mindset’ to the street?  This has to be more than a “value” campaign or hype.  We must make sure that all contacts and experiences that our customers have with us result in a perceived value for which they are willing to pay a premium price.  This will not happen by accident.  Banners, literature and websites will only create visual consistency in your marketing and image.  Each and every person, in every customer interaction, must sell that value and communicate it effectively.

The best way to facilitate this is with a standardized selling process.  This is a framework to help each person who interacts with the customer to prepare and execute effective selling of your value.  We recommend a standard tool that we call the SELL process.  The dynamic interaction with a customer is not step-by-step.  However, having a structure for how to prepare and execute the interaction is powerful.

 

 

The SELL Process:  Start        Evaluate        Leverage         Lock

Outside sales professionals can use this outline to pre-call plan for each call – SELL offense!  Sales support can use this same outline to react better in spontaneous selling situations and opportunities that occur everyday.  The same SELL process can also be used a framework to prepare for objections and respond to them properly – SELL defense!

When we train sales professionals and sales support, we use this simple, yet profound process to prepare, practice and perfect selling skill.  Each step is studied, understood and practiced.  For example, every person who deals with complaints or objections from customers can benefit from intense learning on how to answer objections.  The team can even document proven answers and practice delivery and methodology of responding.  By standardizing the tool and terminology used for selling your value everyday, you can fulfill the first challenge we discussed—teach everyone to sell.

Summary

Becoming a selling organization is not really complicated.  It is decisive, however.  The pieces are all there; your people, your products, your operations.  It is really a matter if reconnecting those pieces to transform into a selling machine.  Teach everyone to sell.  Sell the house.  Standardize your selling process.  Remember the line of children’s toys called Transformers?  A robot, with its existing parts could, by a few decisive moves, become a racecar or some other machine.  Make the three decisive moves we just discussed and turn from just a dealer into a SELLING MACHINE!

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Transformation: Becoming a Selling Organization 1

Transformation: Becoming a Selling Organization – Part 1

Don Buttrey introduces us to the transformation involved in becoming a selling organization in Part 1 of his blog on this topic.

 

“Nothing happens until somebody sells something.”  With that simple statement, Red Motley made clear the importance of the sales function to any organization.  As a distributor in the supply channel, the importance is even more acute.  Selling is your lifeblood.  The selling function is a significant part of your activities.  Oh yes, operations, service and technical support are essential, but today’s Construction Equipment Distributor or manufacturer must be a “selling machine” where everyone who serves the customer directly or indirectly delivers and communicates (sells) value.  When this thinking permeates your culture, it assures growth and profitability.  What I have just described is a true “selling organization.”

 

Leaders; transforming into a team where everyone sells and has a selling mindset will not happen by accident.  You must do it on purpose.  If you tell people to do the right things and your system tells them otherwise…the system will win every time.  This article will highlight three things you can start immediately to indoctrinate this culture into your system:  1) Teach everyone to sell; 2) Sell the house; 3) Standardize your selling process.

 

1) Teach everyone to sell

 

This part of the transformation starts at the top, as you might have expected.  First and foremost, the dealer principle and top management must be selling experts.  Not that they are out on the field closing deals (although they may have key involvement in some accounts.)  Yet they must possess sharpened selling skills in order to sell ideas, expectations, tools, systems etc. to the entire team.  Sell, not tell!  They must also have a clear understanding of value and benefit selling in order to present, market and perpetuate the required factors that differentiate you from the rest of the competition.  Only leaders that understand the strategic and tactical requirements of successful selling can direct, inspire, coach and motivate a true selling organization.  Visible, enthusiastic support of any selling skills training is a must.

 

Sales managers must also sell.  They must become brilliant in their contribution to joint calls–not to “take over” but to be a model of professional selling skill.  As a coach they reinforce the disciplines of professional selling and raise the bar of expectations.  It is strongly suggested that sales managers participate in any selling skills training.  The purpose of this is not to just monitor and observe, but to be an active part as each salesperson practices and refines their execution.

 

Of course, front-line salespeople must be masters of selling.  Selling is their profession.  Each one should strive to become a Sales Professional!  Product knowledge, application expertise, people skills, benefit selling, communication skill, strategic account planning, and pre-call planning are just a few of the many skills and tools they must execute skillfully to get consistent results.  Intensive selling skill training for these professionals is a given.  These are the “highly trained field agents” of a successful selling organization that take proactive action and start the engine.

 

And please don’t forget that service technicians, customer service, installation, and all sales support must also be trained in selling skills.  Granted, selling is not their primary job duty.  Yet they are interacting daily with customers and dealing with the tough issues. They encounter an astounding number of opportunities to reinforce value, secure jeopardized business, penetrate and expand accounts, discover hidden opportunities, pass leads, add-on sell and build relationships.  Great selling organizations provide these key players with more than just technical know-how or specific job skills.  They leverage their integral involvement with customers by adding core selling skills to their regimen of training.  With proper sales training they can learn to sell spontaneously and appropriately.

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The Difficulties in Achieving Scale

The Difficulties in Achieving Scale

In today’s guest blog post, Bruce Baker continues discussing the difficulties in achieving scale.

So why did this happen to someone like Julia?  There was no cause for alarm because she and her business had the best year ever and had built up an impressive cash cushion. If this was the case, surely this meant that she knew what she was doing?  Also, she had built up the business steadily over the last few years. The problem was the danger and risk associated with a “place of comfort” that Julia had created for herself.

Like many, this reduced her sense of urgency and importance (see my last blog – Chapter 2) regarding her initial need to scale her existing business and establish a solid foundation for ongoing growth.

Julia (like many of us) was caught unaware by an unconscious human bias called the Parkinson’s effect (i.e., usage expands as more availability/supply is provided/made available). In this case, having more cash available provided a long-awaited sense of comfort and release. This created a sense of confidence in utilizing a scarce resource without much thought as to the long-term implications. As soon as the supply (cash) is limited and someone is in crisis, only then (like in Julia’s case) makes an extreme sense of importance and urgency surface.

Human beings (business owners included) typically overestimate their chances of success at the end only to learn that what they fell in love with initially was not the end-result they were expecting. In many cases, we are dazzled by the thought of the end-success that very little if any thought is placed in the actions required to achieve a successful end-result. This sense of over-optimism tends to create blind spots in our ability to plan and execute effectively. Only after failure is imminent or has occurred, we then tend to look for external reasons for our failure(s) versus our tendency to be willfully blind at times.

Of course, Julia and I made up for lost time but to get Julia back on track. I want to share two techniques we used to ensure her success moving forward.

  1. To ensure Julia reduced the chances of being misdirected by the Parkinson’s effect, I introduced and helped Julia implement a Profit First system, which provides a solid way to allocate cash to the right parts of the business system. I said to Julia that if she adopted the system and continued to generate revenue like she had been doing, using this system would guarantee her profitability and eliminate her debt in the company. Julia’s response was priceless, more so because of the look on her face when I said this and her reluctant response saying no one can guarantee to eliminate debt and make a profit. To no surprise, Julia’s cash situation has improved tremendously in the business. She sees a profit, reduces her debt, and pays herself for the first time in six months.

 

  1. The last technique I introduced to Julia was planning every aspect of her business (including the investment in other business ventures) through worst-case scenario planning. Julia’s comment to me was that this did not make sense as she wanted to be positive in her approach to planning her business’s growth. I responded to her by saying that there was nothing wrong with thinking positively and leveraging hers and the company’s strengths in the planning process. The problem is that optimism and excitement tend to blind us by overestimating the positive/successful outcome. I added to this by reminding Julia that her strengths can become weaknesses or even irrelevant as the business grows. Planning for a worst-case scenario puts the business owner and the company’s existing operating template under a stress test. It ensures that any potential weaknesses or shortfalls in the business systems operating routine/template are identified and strengthened. Since using this approach with Julia, the systems, and structures we started working on initially are scrutinized and implemented successfully.

For more information on not just the tools Julia used but the process she went through to make the transition happen, please send an email to info@4workplaces.com, where I would be happy to send you a copy of the tool video tutorial on the process you can follow.

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The Power of Identifying Your Potential

The Power of Your Potential

I like to tell the story of a young person, at the age of sixteen, being told that they have a lot of potential. That person feels proud and is happy with themselves. Then talking to the same person when they are at the age of sixty-six and saying the same thing. What would be the reaction then? Perhaps it would be what have you done for the past fifty years.

Potential is an interesting element, isn’t it? We have used and heard about many tools used to measure or determine someone’s potential. SAT tests to qualify for University, ACT used for the same purpose. Briggs-Myers, and Caliper to name a few. In sports you have seen qualification events, you have seen auditions for the arts. All of these things leave out something I think which is very significant. The individual freedom to choose their own path.

Let’s start with a definition of potential that we can use as a foundation to this discussion. Potential is “the skill and the will to develop and perform at a higher level or better level in the future. Potential then sets some kind of benchmark against which the individual can measure progress toward their goal potential. Many of you know that I swam competitively when I was a teenager. I have often said it was through swimming that I became aware of potential. I was always chasing a clock, not another swimmer. I was constantly pushed to beat my best time. To stretch toward a higher level of performance. I have translated that thinking into my views on potential.

Today we have Intelligence tests (IQ) and Emotional tests (EQ) to determine cognitive skills. We have personality tests to determine behavioral attributes. Then we try to determine the principles and values of an individual. Then we pay attention to the motivation of the individual. We try and determine the decision-making skills of an individual. Then we apply situational case studies or put people into a mockup example. We test the heck out of people. Then we interview them for a particular job. Then we make a hire-no hire decision.

Flash forward with me now and we have hired an individual who passed through all of these tests and you want them to work with you on your team. They are hired. Can you imagine their excitement? They got a job. They got a job that they were looking to get. They wanted to work with you. They wanted to do that particular kind of work. I call that person “An Enthusiastic Beginner.” They are all pumped up.

What happens from that point forward is dependent on the leader. How do you handle onboarding a new employee? Once the onboarding is done how is the employee introduced to their work? How are they trained? How often does the leader communicate with the new employee? I often see examples where the leader has seriously impacted the employee. The employee can become disillusioned with the Company and their job. This can be caused by the leader not being attentive enough to the needs and goals of the new employee. Or the employee can become very cautious about how they do the job. The leader can use bullying tactics. All that the company wants is a self- reliant employee. All the employee wants is an opportunity to make a difference.

As people move from being at home as a youngster and transitioning to school, or from school to the workforce they are presented with obstacles. At some point we are told that everything is possible and you will do great things only to find out that it is not true. Not everything is possible and it is hard to see how you can do great things. At other times we become sensitive to other peoples’ needs and wants for us. We are afraid of hurting their feelings if we decide that this job is not what you want and you choose to leave. Or there is the BIG dog in the room, we are afraid that we will fail in the pursuit of our dreams. Some people are even afraid to succeed. This is tough duty. Finding your place in the world, finding your passion is tough enough. Finding your potential is even more difficult.

In our Learning Without Scars business, we want to help in this process. We have created job function skills assessments, with the sole purpose of providing an object measure of an individuals’ skills and competence in the job. This is not opinions anymore. It is not subjective. We suggest to our clients that they use these assessments in many ways:

 

  • The hiring processes
  • The performance reviews
  • The salary and wage administration
  • The development of career paths

In the education world the students are classified as developing, beginning, intermediate and advanced. We use the same structure and the score obtained in the assessments to allow the employee and the company to design an individualized learning program for each individual. This is the product of the thousands of students we have had in classes and webinars first with Quest, Learning Centers and now with Learning Without Scars. We know which subject specific classes apply to each level of skills for each job function. We provide guidance with eight classes being available to fill in the gaps of skills and knowledge. The employee chooses. They know better than anyone where they need the additional knowledge. This approach allows us to be engaged in the process with our clients of helping each individual identify and strive to achieve their potential.

The time is now.

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Compassion is like a Marathon!

Compassion is like a Marathon!

Cultivating compassion is like running a marathon it requires daily practice over a period of time, like running your first marathon with training you can build the skills!

 Now more than ever, it’s imperative for leaders to demonstrate compassion. Compassion is the quality of having positive intentions and real concern for others. Compassion in leadership creates stronger connections between people.  It improves collaboration, creativity which leads to innovation, raises levels of trust, and enhances loyalty in employees.

Jacinda Ardern New Zealand’s Prime Minister, leadership style is characterised by kindness and compassion for her response to the Christchurch shootings in 2019.  Her compassionate leadership style united a country in mourning for their fellow New Zealanders.  Whom lost their lives while at prayer in a place of worship in a country they chose as their home because it was safe.  In the days following Jacinda Ardern took action to correct laws to protect its people and embrace those mourning loved ones at the scene of the terrorist attack.

Leading German social neuroscientist, psychologist and author of Caring Economics Tania Singer – conversations on altruism and compassion, between scientists, economists and the Dalai Lama.  Delivers some key research into compassion based on studies with over 300 participants who participated in gratitude based, attention based study into the affect on wellbeing of people.

Below are my personal insights from this study.

#1 Compassion is trainable:

Compassion is trainable with daily practice according to Tania Singer,  after a study on the impact of mental training involving a combination of mindfulness, perspective-taking and compassion exercises.

#2 Empathy and Compassion go hand in hand:

Different brain circulatory – Empathy activates the pain network and negative affect; and transforms into compassion when the affiliative part of the brain is activated which has a positive affect.

Empathy feeling with others, empathy is connecting with the other person in how they feel.

Compassion feeling for someone at the heart level – you start feeling concern, for the welfare of the other.

Most resilient is compassion, a feeling of care and love.  You feel this warmth, altruistic strong motivation. I want to help you.  Altruism is a higher order need in Maslow’s Hierarchy of Motivational Theory.

#3 Compassion is a positive feeling towards the other:

Sometimes we judge others without awareness. Compassion is a positive feeling towards the other.   Compassion is when we are present and listen without judgment it brings down social stress (fear of being judged) for the other person, which makes them feel safe to open up and share their problems.

# 4 Compassion and perspective:

Cognitively when we identify that the person, we are listening to has different beliefs to our own, understanding the other person is not always easy for us to grasp – particularly in cross cultural contexts. An understanding and appreciation of different perspectives, diversity has the power to facilitate kindness and compassion in our workplaces, communities and strengthen global co-operation.

# 5 Compassion and Gratitude:

A daily Gratitude practice can build compassion at the heart level.  Appreciating and accepting that many leaders are at different stage of the compassion continuum is important, it’s a journey, having conversations about compassion takes courage, takes vulnerability.

I attended an inspirational Podcast this week with Rebecca Jarvis who eloquently interviewed the very inspiring Steve Farrugia CEO of the Share Tree – which is a good place for leaders to start in exploring how to implement daily practice of gratitude and compassion in organisations using an App!

# 6 Compassion is a key change management skill:

Compassion is passion, the direction of positive energy used to advocate for a cause, purpose, passion.  Having a compassionate leadership style can help advocate and facilitate a positive change management process within an organisation.

Top 3 actions to cultivate a culture of compassion within an organisation:

  1. Hire leaders who want to take care of others:
    Hiring leaders who want to take care of others. There is a great tool called the VIA – strengths survey which identifies 24-character strengths of leaders, for example those that display gratitude and love.

 

Hiring managers with an affiliative leadership style – are managers who know the importance of building social capital and will take time to listen to their people and will implement change seamlessly.

  1. Get the support of your CEO:

When CEO’s and Human Resources work together to build a culture of compassion it builds bonds, social connectedness, affiliation, sense of mutual appreciation, collaboration, innovation and a culture of high performance.

  1. Adopt a holistic approach:

A holistic approach, considers people’s physical, mental and emotional health.  A compassionate leadership style and holistic approach can transform toxic cultures that are faced with ethical dilemmas, bullying and harassment into healthy workplaces where people feel safe and thrive. Putting people first and placing importance on people’s physical, mental and emotional health, will have a triple bottom line impact towards wellbeing, higher performance and improved shareholder value.

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Preventative Maintenance and the Service Agreement, Part 2

Preventative Maintenance and the Service Agreement, Part 2

 

In this Part 2 of the series on Preventative Maintenance and the Service Agreement, guest blogger Ross Atkinson walks us through the benefits and homework necessary before offering preventative maintenance.

As with rentals, the idea is to perform regular maintenance on your customer’s equipment so that they reduce the risk of a major breakdown. The costs of this scheduled maintenance will be cheaper than the breakdown in the long run. Your reputation and your manufacturer’s reputation can avoid taking a beating because you took a proactive approach to offer them a way to avoid that costly, major breakdown.

 

Before you get too excited and all revved up, you need to do your homework. What services are you going to offer and on which equipment? How much will these agreements cost and how is the customer going to pay for them? Who is going to manage the agreements and schedule the technicians/trucks accordingly? Can all the services be done in the field or will it require the equipment to come into your shop? Do you have the necessary resources to get this off the ground and running? Do you have the software to support this entire effort? I’ve always told people, “95% of service agreements is in the planning”.

 

So, how exactly does a customer pay for the service agreement? There are a number of ways you can go about doing it. The services can be offered as a set fee, whether that is billed up front or on a predefined schedule. It could also be included with the sale of the equipment. There is always the option for the customer to pay per repair order as the work is performed. With this in mind, you could simply use the scheduling system as a marketing tool to enhance your service department workload by drumming up business and increasing your repairs orders.

 

You should also think about the possibility of servicing your customer’s other off-brand equipment. You’re making the trip to the customer’s site, so why not take advantage of the travel time. Why can’t you be the Jiffy Lube of the equipment industry in your area? Anyone can do an oil change, even the customer. So why not perform at least the simple oil changes for the rest of the equipment your customer owns? Even if you can’t get the repair business, you can offer to supply the parts required to do it themselves. There’s an opportunity waiting, you just need to make a point of going after it. Remember, your service technicians are trained professionals; you adhere to OSHA standards and the environmental requirements of performing work in the field.

 

When setting up a schedule of intervals, there are a number of considerations. In the heavy equipment market space, common manufacturer service intervals include a 250, 500, 750 and 1000 hour service. However, intervals can be set up for as long as you like. You need to analyze what services need to be performed and when. In some cases, the service interval step may simply be a visual check of a component, not requiring a lot of time or even a repair order; just a notation that it was checked for historical purposes.

 

When your technician performs the maintenance, take advantage of the time with the equipment and do an inspection (a topic for another blog). This is an easy way to make the customer aware of any suggested repairs which can be done the next time a scheduled service is performed. What an excellent opportunity to increase your service revenues and show the customer you care about their equipment. Think outside the box…. maybe even offer a small commission to your technician for any revenue generating work that comes out of their inspection.

 

Some final words of advice…

 

Once you set up contracts, the system should be smart enough to project the date when the next service is to be performed. This allows you to plan your workload accordingly. You can also then ensure that parts inventory levels are sufficient to perform the maintenance and that the service truck is stocked accordingly.

 

If the customer trades in the equipment, take advantage of any outstanding, pre-paid intervals as a way to upsell the used equipment on your lot. What a great incentive for someone to purchase it knowing that some services are already included!

 

The service agreement concept can work for all types of equipment, depending on your business. You could even apply it to other assets you own like service trucks and company vehicles.

 

Lastly, although the service agreement process may seem to be a daunting task, don’t forget that you can always start small and grow over time. There’s no need to offer everyone everything right out of the gates!

 

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The Relational Ladder

The Relational Ladder

The Relational Ladder

Tonight’s post on the relational ladder is taken from conversations and readings with Ed Wallace.

The world is changing and the noise around us at times is overwhelming. Network News, Round the Clock Cable Stations and then all the social media pounding on us. Cell Phones dinging in the middle of the night. How can we continue to create and maintain the personal relationships that are so important to life in general and your feeling of worth and well-being?

Ed, in his book, provides us a detailed path to follow, or perhaps I should call it a ladder to climb. Most of us driven by quotas and business goals and we are so focused on our objectives that we typically don’t spend enough time on our strategies and approaches for all the people and relationships that we have to have in place. But we have relational capital that we can spend which allows us to succeed.

Let’s quickly review some of Ed’s key points:

 

  • The Principle of Worthy Intent – keeping the client’s wishes at your core
  • The essential qualities of credibility, integrity and authenticity
  • Understand that exhibiting these essential qualities we perform well
  • Paying Attention to our GPS – Goals, Passions and Struggles

 

Through all that we have learned in Building Relationships that Last, we have built a Relational Ladder. A Path that we can follow to ensure we stay on the right track.

At the floor we start with our acquaintances which allows us to establish common ground. This allows us to show our integrity and establish trust with those with whom we are building a relationship. Then from the previous blog we are purposeful with time. We are both helpful and seeking help from everyone with whom we have a relationship.

It is from this approach to relationships that we must consider two important personal characteristics; Humility and Gratitude. It is important to understand and accept that there are people who will know far more than we know and be able to do far more than we can do. This is a good thing as we have many examples of people from whom we can take guidance and create models of activity or behavior ourselves. Humility is a good attribute to have. This allows us to develop the knowledge, self-control and discipline to continue on the path aimed at reaching our potential.

Understanding and accepting your individual sense of purpose is a difficult task. Asking for help as in the Relational Ladder is critical in this process. Understanding our GPS – Goals, Passions and Obstacles is an important piece of the puzzle in building relationships. Then we can move effectively to the next step POP – Purpose, Outcomes and Process. The totality of Building Relationships that Last.

In what I call our Passion to Perform we all have similar traits. We strive for those things that Max was able to exhibit in how he conducted his business.

 

  • Increases in Customer Loyalty
  • Increases in Revenue per Transaction
  • Increased Recurring Business
  • More Competitor-proof
  • Becoming a Respected Advisor

 

Everyone wants to do a good job in anything that they do. Similarly, we can all do more than we think we can. The problem is that most people are fundamentally lazy. That latter point is not necessarily a bad thing it just means that they are trying to be effective, not efficient, in what they do. My purpose in life is as a teacher. It is helping people find and then understand their potential in life and then assisting them in the process of achieving it.

Life is a journey and there are many challenges and opportunities along the way. Learning to manage our professional and private relationships is an important part of our lives. Passionate People Perform. I have learned a lot from Ed and value our relationship. Reading his book and knowing the man has made me a better person.

I am sure that the same will be true for you. Thanks, Ed.

 

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A Pathway to Purpose Through Learning

A Pathway to Purpose Through Learning

We are all consumed with plans and budgets and objectives. We do them predictably and rigorously at least once a year. Most of us have mission statements and vision statements posted on boards throughout the company. Yet I wonder how many of us have a purpose. Not only that, how many of us know how to find our purpose? I submit that you can find a pathway to your purpose through learning.

Let me start by explaining what I mean by a “sense of purpose.” A sense of purpose is the motivation that drives you toward a satisfying future. It also helps you get the most from the things that you do and achieve in the here and now. Alright that is reasonably clear but how to I get a sense of purpose? That is a problem. Only around 25% of American adults cite having a clear sense of purpose about what makes their lives meaningful, according to one analysis of the subject in the New York Times while 40% claim neutrality on the subject or say they don’t. A study in 2010 by Applied Psychology found that individuals with high levels of eudemonic well-being – which involves having a sense of purpose along with a sense of control and feeling like what you do is worthwhile – tend to live longer. A 2016 study in the Journal of Research and Personality found that individuals who feel a sense of purpose make more money than individuals who feel that their work lacks meaning. These studies and findings tell us you don’t have to worry about making money or being happy, just find your own sense of purpose and pursue it.

What is your purpose in life is a different kind of question isn’t it? It isn’t what do you do or how do you do it or even why you do it. It is what is your purpose. Now that is a real poser. How many of you ask your team members what they believe their purpose is in life? I don’t imagine any of you do. That is much too much of an invasion of what we determine is our “private” space. How are we supposed to know if any of our team are fulfilled in their job or is it “just” a job?

That has been on my mind recently as we slowly come out of the funk that this pandemic has put us in. I have written in the past that we need to push forward. We need to show resilience and strength and continue to serve our customer needs. After all they all struggled to make a living and make ends meet themselves. We need to be strong and present for them.

Recently I read a document about learning from Kinsey Consulting that got my attention. Unilever was the subject of the article and it dealt with creating “an engine of success which is fueled by continual learning.” They are trying to create an atmosphere “where purpose and skill travel the same path.” The consumer goods giant believes that the engine of success is fueled by continual learning. Part of reimagining organizations is the ability to create an atmosphere where purpose and skill travel on the same path.

At Unilever, that’s being accomplished through the company’s Future Fit initiative launched earlier this year, says Leena Nair, Unilever CHRO (Chief Human Resources Officer). Every person in the company has this plan, which contains four elements, she says. Employees start by identifying their purpose. “We feel that people learn best in areas that they feel purposeful about,” Nair says.

From there, the plan addresses employees’ energy level and overall well-being, and how they can improve both; leadership training and areas of development; and, lastly, actual skills. Nair says Unilever has created a learning pathway for all positions within the company. “We think our approach is unique and well suited for the environment we’re in,” she says. “There’s too much noise right now about what to learn; there’s too much coming at employees.” Being actively involved in the process allows employees to take ownership of their career. “It’s not something being done to them,” she adds. “It’s them embracing the change they need, and the company needs, to move through and past this pandemic.”

This is the direct purpose of our job function skills assessments. Although there are many paths for business to follow there is no one path that is perfect for everyone. It seems to be quite clear, however, that there is a need for a clear purpose, a strategy that everyone is aware of and a strong emphasis on learning. That is what we are aiming to do at Learning Without Scars. Our purpose is to help employees think about and understand their individual potential. Then to provide each employee the learning tools, the assessments and classes, that will help them work towards achieving that potential. It is not an easy road to pursue. It is a path that requires a lot of self-discipline and hard work. It is a path that we are on with each and every one of our employee and business clients. Our purpose is clear. Who wants to join with us on this journey?

 

The time is now.

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Learning from Old Lessons

Learning from Old Lessons

In today’s guest blog post, we introduce Bruce Baker on the topic of learning from old lessons.

Bruce holds a Masters in Industrial Psychology and is a behavioural business strategist, coach, and change agent. He brings you a wide-ranging skillset in business operational design, planning, and execution, with significant success in leveraging the only growing capital asset a business has– its people.

With over 23 years of experience working with Fortune 50 and Fortune 500 companies in a wide variety of industries, Bruce focuses on working closely with anyone from new entrepreneurs, business owners, CEOs and their leadership teams.

Your time with Bruce will give you new and fresh insights as he rejects traditional methods of business coaching and consulting while providing you with a very unique and enlightening perspective on how to view and build your business. Bruce will work with you to see what your business is made of and then recognize and address its strengths and vulnerabilities, allowing it to grow with minimal or no risk at all.

Learning from Old Lessons

I would like to welcome those of you following the Learning Without Scars blogs. Welcome to my musings on what is called the Chronicles of Business Leader. My name is Bruce, and I work with Business Leaders and their leadership teams to help them scale-up, start-up, or fix-up their respective companies.

In my blogs, I will focus on discussions I’ve had with business leaders about their challenges and how they have and are becoming successful.

Previously I discussed the reason for ongoing business failure. This is due to a single focus on the non-human aspects of a business (systems, tools, programs etc.). The focus must start with the human element first (i.e., Business leader/C.E.O.) and then the non-human factors. When the business leader understands and identifies with a solution, success is inevitable!

The experience I had this week highlights the usefulness of a powerful tool and technique. Using this tool positions a business leader for massive success.

Many call it “being discipline,” “maintaining focus,” or “not being distracted.” These terms apply to business success but have not aided the business leader.

This week, I want to share an experience I had with a business leader named Robert. Rob owns and operates a mid-sized heavy equipment dealership business he started up almost 10-year ago. I’ve been working with Rob to help him scale his company for over four months now.

When Rob and I started talking, he struck me as an intelligent and well-read man. He could rattle off all the latest and greatest business and leadership books and related tools and systems. Business leaders I had and continue to work with referred Rob to me as I was “the guy who helped business leaders achieve instrumental success.” I asked Rob why he had not used any of these great ideas and best practices he learned about in the books. His response to me was simple but not surprising. He said, and I quote, “I can’t seem to find the time, and when I have some time, I get distracted by other things. I may have a challenge with Attention Deficit Disorder…not sure.”

Regardless, Rob’s business was about to tank if he could not take what he knew and make it a reality in his company. I gave Rob a concept and tool a few weeks ago that made all the difference in him gaining traction.

The concept and tool are not new but initially came from a person named Dwight D. Eisenhower. As many of you know, Dwight was the 34th President of the United States. Before becoming President, he served as a general in the US Army and Supreme Commander during World War II. He had to make tough decisions about which of the many tasks he should focus on each day. This led him to the Eisenhower principle, which prioritizes urgency and importance. Go to www.Eisenhower.me/Eisenhower-matrix for further information.

So, how did Rob benefit and continue to benefit? Simply put, most of us are told to work on our time management skills. Frankly, the term “time management” is not aligned with how our human brains work. I said this to Rob, and he was taken back by my comments asking what the solution was if not for managing one’s time. I asked Rob how many people he knew that attended a time management course and were great “time managers”? Rob smiled and said, “true enough, but what then is the solution?” I responded and said, “task/action management.”

Actions and the commitment we make to take these actions are tangibles that our minds are designed to handle well. The brain can take hold of and then work through what and why something needs to be executed.

Asking “why” a task/action needs to be executed uses the powerhouse combination of the logic and emotion that makes action happen. Without the rational and emotional elements working together, failure to execute continues.

So how did Rob make this successful? Well, like most humans, once suggesting this to Rob, it was the last time we spoke about it after a few weeks. Yes, this was by design, but for a good reason. I followed up with Rob in one of our sessions a few weeks later and asked how his “Action Management” was coming along. He responded by saying, “it’s not.” I told him that this was normal and not to give himself a hard time about it. I then worked with him to show how he could make execution happen. This is how I explained it to him:

  1. Actions in any business are almost all important/relevant in some or another way. Trying to make a specific task less or more important is challenging for Spending time figuring out the amount of “importance” takes up a lot of energy. This makes people abandon their commitment to making something happen. Why? Because all these “important” tasks accumulate in our heads and stay there. This creates an emotional lens when making decisions increasing stress and feeling overwhelmed. The next thing we know is that we have done nothing to achieve traction in the business. So how do we distinguish all these important actions and avoid inaction?

 

  1. This is where the level of “urgency” falls into the The word “urgency” doesn’t always engender a feeling of “calm” for many. The term “urgency” means the time to execute an action/task(s). Start by asking yourself if the task/action is important/relevant. Then, ask how “urgent” the task is (i.e., when the task must be completed). Splitting this in your mind separates the emotional from the logical. This is where the “magic” starts to happen!

The sheer number of items Rob had on his to-do list was staggering! No wonder the poor guy was paralyzed! Rob’s list (and I kid you not) had over 130 items, and to no surprise, each item was “important.” So, I commented, “If everything is important, nothing is…”

We worked through the to-do list for about two hours. In a matter of days, Rob managed to achieve traction on what needed to get done. He has started to make profound impacts in the business and has begun to see significant results. Rob’s interpretation of himself shifted from being disorganized and distracted to someone entirely different. He now has his weekends to himself and finally started to increase his business volume in a matter of two weeks! This success is and continues to be due to Rob connecting the positive impacts a tool and system have on himself and his business. This impact has also created a snowball effect that has enhanced his team’s performance and other areas of his business.

Last week, Rob mentioned that the number of sales leads that week increased by almost 45%. He said this was due to him “finding time” to work on a lead magnet that finally produced results.

For more information on the tool and process, please email info@4workplaces.com

I hope you found this information helpful and look forward to seeing you again soon.

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Preventative Maintenance and the Service Agreement, Part 1

Preventative Maintenance and the Service Agreement, Part 1

In Part 1 of a two-part blog, guest blogger Ross Atkinson talks to us about preventative maintenance and the service agreement.

 

There is a phrase you may have heard of before: it’s called preventative maintenance. If you are in the rental business, you are fully aware of the importance of keeping your equipment up and running as much as possible, generating revenue for your business. To ensure that this happens and to avoid those costly breakdowns, you need to spend time doing scheduled maintenance.  

 

Just about every manufacturer has a recommended maintenance schedule. They offer defined job codes with the time necessary to perform preventative maintenance steps at scheduled intervals. These codes not only tell you the time required to perform the maintenance, they can also include detailed descriptions of the repair task and sometimes a list of the required parts. These schedules not only cover the primary equipment but also sub-components like an undercarriage. Many of the schedules are based on hours of usage whereas others are time based.

 

For rental equipment, it’s pretty easy to keep track of and know the timing of the maintenance needed because you are always in physical contact with the equipment when it comes back in off rent. Even if the equipment is out on long-term rentals or leases, factory installed GPS transponders are pretty common nowadays or can be installed by your dealership. Knowing the current hour meter or mileage reading is the key to estimating the timing of the next service interval and allows you to plan your service workload accordingly.

 

But let’s look beyond rentals. What about your customer’s equipment? As Ron has mentioned in his classes, it is your goal to give the customer the best service possible and to reduce the repair costs for the equipment they own. Why not use these same principals of maintaining a rental fleet to upsell and offer your customers the same service? 

 

You see, I’m pretty passionate about this subject. I believe that dealers are leaving money on the table and missing an opportunity to offer exceptional service. Too many dealers have not even considered going down the customer preventative maintenance path. I was introduced to the concept of service agreements many years ago by a gentleman by the name of Mark Caldwell. The knowledge he had and how he went about selling service agreements to customers was truly amazing.

 

Mark created his own manual on the entire process, a good 3 inches thick. It covered everything from what was being offered to the customer cost savings formula to how it was to be implemented and managed. He used to say how so many service managers would convince management to buy a service truck and then try to figure out how they were going to utilize it. Mark managed to correlate the number of service contracts to a truck. Boy, did that make for an easy conversation with management to justify the purchase of a new service truck after signing the required number of contracts!

 

We will continue next week.

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