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creating customer service competencies
UNIVERSITY OF TORONTO ISCHOOL SYMPOSIUM
Customer Service in Libraries: Upping our Game
andrea cecchetto
manager, learning & growth
markham public library
we already provide excellent service.
job description
competencies recruitment
service design
evaluation
learning&development
strategy/outcomes
service brand
customer experience
part one: what is your strategy?
advocates
repeat customers
Potential customers
commitment
interest
awareness
advocacy
customers experience
Fill in the blank
[your service goal]: We accomplish X through excellent customer service
part two: what is your service brand?
(hint: how do you want your customers to feel)
Approachable absurd affable amiable academic anxious adaptable accessible
authentic budget business-like bodacious community-oriented courteous
creative cultured caring cost-effective casual competent cutting-edge
condescending confrontational conservative conscientious directive dynamic
diverse dependable effective efficient expert energetic educative exceptional
engaging easy fun formal flexible family friendly fluid functional genuine
gregarious glamorous happy hip high-quality holistic haughty highfalutin high-
touch innovative inclusive indispensible intuitive interesting informative
ingenious kind loving likeable memorable neurotic nurturing natural open
professional posh playful progressive prompt proscriptive process-oriented
people-oriented patient quaint quiet radical reactive responsive remote risk-
taking risk-adverse respectful relationship-based relaxed restorative superior
stressful stress-free seamless special small-town trust timely transactional
transformational tired traditional urbane unique vivacious well-designed
welcoming warm weird wonderful youthful zesty …
a service brand is not your product. it is about your
customers’ experience .
Fill in the blank
[your service goal]: we accomplish X through excellent customer service
[your service brand]: our service is best described as…
part three: what competencies do staff need?
(hint: describe the traits and qualities of your ideal library staff)
Competencies v. Skills v. Qualifications v. Behaviours
COMPETENCIES
- a natural ability/orientation
- “in-born”
e.g. team-oriented
SKILLS
- a learned ability
- acquired through training and
experience
e.g. ability to work effectively on a team
QUALIFICATIONS
- a quality or accomplishment that
makes someone suitable for an
activity
- acquired through education or
experience or training
e.g. one year experience working in
a team environment
BEHAVIOUR
- outward expression of
competencies or attitudes
- observable, measurable
e.g. organizes weekly team
meetings to review project
status
Fill in the blank
[your service goal]: we accomplish … through excellent customer service
[your service brand]: our service is best described as…
[staff competencies]: in order to provide excellent service, our staff are…
[staff skills]: … and capable of …
part four: how do I measure staff competencies?
(hint: you can’t. but you can evaluate performance.)
translate competencies into behaviours.
e.g. “Uses good judgment” looks like resolves customer issues effectively
“Communicates effectively” looks like uses clear and appropriate
language when communicating with customers
“Is friendly” looks like greets customers when the enter the library
Fill in the blanks
[your service goal]: we accomplish … through excellent customer service
[your service brand]: our service is best described as…
[staff competencies]: in order to provide excellent service, our staff are…
[staff skills]: … and capable of …
[evaluation]: which looks like…
creating a service culture
1. evaluate behaviours [observe service in action]
2. regular feedback
3. fail together
4. focus on Internal Service too
5. talk (and listen) about service all the time with everyone
6. involve staff in evaluating service
7. TALK/”talk” to your customers
8. share results
9. recognize all the customer service leaders
10. question everything: what would our customer think?
11. develop T-People
BONUS: Hire for service competencies, train for service skills
questions/discussion
designing service initiatives
UNIVERSITY OF TORONTO ISCHOOL SYMPOSIUM
Customer Service in Libraries: Upping our Game
andrea cecchetto
manager, learning & growth
markham public library
hello again. let’s talk about design thinking
we already provide good service. but do we provide good
experience?
we spend a lot of time and care planning our collections. but
our service (staff) is 80% of our budgets. how much time and
care do we spend planning service?
better service = more active members = more advocates.
specific
generic
low loyalty high loyaltyPOTENTIAL VALUE
CUSTOMERNEED
experience
service
product
commodity
specific
generic
low loyalty high loyaltyPOTENTIAL VALUE
CUSTOMERNEED
commodity
product
service
experience*
*also a comment to mpl about
our bibilocommons app
all this happened
mpl staff told management what excellent service looks like
staff created a customer service promise/
it replaced the crappy and unfriendly rules of conduct
staff wanted to make better service decisions/
so we replaced policies with good judgment
then they rewrote all our procedures/
they keep revising procedures all the time based on customer feedback
we developed some training with Ryerson/
everyone took it
we measured the impact
all our service metrics went up at least a full percentage point (7.5
became 8.5 etc)
we won an award.
principles of design thinking
1. user-centred
2. co-creative
3. sequenced
4. evidencing
5. holistic
“to value your customer you need to spend
times understanding the interactions they
have with your service. that means two
things: first viewing your service from
customer eyes. second, designing in such a
way that customers receive consistent
experiences over time that they consider
valuable”
- ??
user-centred: challenge our thinking about users
we think user, we think: adult, children, teens… but is this helpful?
case study
my customer is a man born in 1948. He is British. He is
successful and very wealthy. He is married and has
two children.
co-created: who are your stakeholders?
how can they be involved in the design process?
sequenced: customers experience service in order. consider the “before,
during, after” of a service.
evidencing: perfect example
holistic: consider al your touchpoints
what’s the relationship between people+people, people+things, etc
the design process: explore, create, reflect, implement
don't flinch.
one approach to service initiative design
A
T
O
N
E
A is for actors
who is involved in delivering the service?
who needs to collaborate to design the service?
e.g. iPod – collaboration between payment, engineering, marketing
these people are your project team
T is for touch-points
what’s the service, start to finish? [sequence]
what are the customers’ points of access?
have we considered all our service channels?
this will tell you the scope of the work you need to do
O is for offering
what do we stand for? what are our core values?
what is the function/price/utility of what we offer?
what is the promise we make to the customer?
what we think we offer and what the customer thinks we offer is not
always the same thing.
N is for need
what do your customers want?
what need exists in the community that this service will meet?
what are the expressed needs/what are the latent needs?
the best way to find out what customers want is to ask them
E is for experience
how will customers describe their experience?
what will they remember about your service?
do customers like/dislike the service?
how does your customer feel about you?
how to AT-ONE
A
N
O
T
E
1. Workshop
these lenses
2. choose the most
promising approaches
3. develop a
holistic concept*
actors
touch-points
offerings
needs
experience
customer service
revolution project
• which looks like:
a) establish a common base of knowledge
b) explore options (divergence)
c) Synthesize, rank and select option (convergence)
you try
let’s plan a dinner party for our friends.
A – who will help us with the dinner?
T – what are all the touch-points between the meal and our friends?
O – what will we serve our friends?
N – what should our guests expect from the evening?
E – what will our friends remember about our dinner party?
other design tools
stakeholder maps
service safari
shadowing
customer journey maps
5 whys
cultural probes
Etc
questions/discussion
staff engagement
UNIVERSITY OF TORONTO ISCHOOL SYMPOSIUM
Customer Service in Libraries: Upping our Game
andrea cecchetto
manager, learning & growth
markham public library
a new revolution is happening.
customer experience strategy at City of Markham
a tall order…
• internal services are a big deal
• excellent service cannot be one size fits all
• perception of government (staff)
• perception of government (public)
• engineers
… and also…
• centuries of collective experience
• in the community, and everywhere
• endless passion for service
why customer service in the public service?
better service
positive experience
improved trust
increased engagement
Increased civic participation
Stronger Democracy
staff have the solutions.
this reminds me of…shrimp.
this is called positive deviance. It works because:
• its community based/so its always appropriate
• provides “social proof” that the change is effective
• it comes from within/ so it avoids “immune response to imposed change”
principles of positive deviance can be used to engage staff:
• the community has the solutions
• collective intelligence and distributed leadership
• sustainability
• act the change first, then change your thinking
gallup drivers of engagement
1. do I know what’s expected of me at work?
2. do I have the resources to do my job?
3. do I have the opportunity to do what I do best everyday?
4. have I received recognition in the last seven days?
5. does my supervisor care about me as a person?
6. does someone at work encourage my development?
7. does my opinion seem to count?
8. does my org’s vision make me feel my work is important?
9. are my coworkers committed to quality work?
10. do I have a best friend at work?
11. has someone talked to me in the last six months about my progress?
12. have I had the opportunity to learn and grow in the last year?
a good service initiative achieves every driver
questions/discussion
andrea cecchetto works for mpl
acecch@markham.library.on.ca
905 513-7977 x4997
https://www.linkedin.com/in/andreacecchetto
let’s keep in touch.

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Uof t symposium competencies

  • 1. creating customer service competencies UNIVERSITY OF TORONTO ISCHOOL SYMPOSIUM Customer Service in Libraries: Upping our Game andrea cecchetto manager, learning & growth markham public library
  • 2. we already provide excellent service.
  • 3. job description competencies recruitment service design evaluation learning&development strategy/outcomes service brand customer experience
  • 4. part one: what is your strategy?
  • 6. Fill in the blank [your service goal]: We accomplish X through excellent customer service
  • 7. part two: what is your service brand? (hint: how do you want your customers to feel)
  • 8.
  • 9. Approachable absurd affable amiable academic anxious adaptable accessible authentic budget business-like bodacious community-oriented courteous creative cultured caring cost-effective casual competent cutting-edge condescending confrontational conservative conscientious directive dynamic diverse dependable effective efficient expert energetic educative exceptional engaging easy fun formal flexible family friendly fluid functional genuine gregarious glamorous happy hip high-quality holistic haughty highfalutin high- touch innovative inclusive indispensible intuitive interesting informative ingenious kind loving likeable memorable neurotic nurturing natural open professional posh playful progressive prompt proscriptive process-oriented people-oriented patient quaint quiet radical reactive responsive remote risk- taking risk-adverse respectful relationship-based relaxed restorative superior stressful stress-free seamless special small-town trust timely transactional transformational tired traditional urbane unique vivacious well-designed welcoming warm weird wonderful youthful zesty … a service brand is not your product. it is about your customers’ experience .
  • 10. Fill in the blank [your service goal]: we accomplish X through excellent customer service [your service brand]: our service is best described as…
  • 11. part three: what competencies do staff need? (hint: describe the traits and qualities of your ideal library staff)
  • 12. Competencies v. Skills v. Qualifications v. Behaviours COMPETENCIES - a natural ability/orientation - “in-born” e.g. team-oriented SKILLS - a learned ability - acquired through training and experience e.g. ability to work effectively on a team QUALIFICATIONS - a quality or accomplishment that makes someone suitable for an activity - acquired through education or experience or training e.g. one year experience working in a team environment BEHAVIOUR - outward expression of competencies or attitudes - observable, measurable e.g. organizes weekly team meetings to review project status
  • 13. Fill in the blank [your service goal]: we accomplish … through excellent customer service [your service brand]: our service is best described as… [staff competencies]: in order to provide excellent service, our staff are… [staff skills]: … and capable of …
  • 14. part four: how do I measure staff competencies? (hint: you can’t. but you can evaluate performance.)
  • 15. translate competencies into behaviours. e.g. “Uses good judgment” looks like resolves customer issues effectively “Communicates effectively” looks like uses clear and appropriate language when communicating with customers “Is friendly” looks like greets customers when the enter the library
  • 16. Fill in the blanks [your service goal]: we accomplish … through excellent customer service [your service brand]: our service is best described as… [staff competencies]: in order to provide excellent service, our staff are… [staff skills]: … and capable of … [evaluation]: which looks like…
  • 17. creating a service culture 1. evaluate behaviours [observe service in action] 2. regular feedback 3. fail together 4. focus on Internal Service too 5. talk (and listen) about service all the time with everyone 6. involve staff in evaluating service 7. TALK/”talk” to your customers 8. share results 9. recognize all the customer service leaders 10. question everything: what would our customer think? 11. develop T-People BONUS: Hire for service competencies, train for service skills
  • 19. designing service initiatives UNIVERSITY OF TORONTO ISCHOOL SYMPOSIUM Customer Service in Libraries: Upping our Game andrea cecchetto manager, learning & growth markham public library
  • 20. hello again. let’s talk about design thinking
  • 21. we already provide good service. but do we provide good experience? we spend a lot of time and care planning our collections. but our service (staff) is 80% of our budgets. how much time and care do we spend planning service? better service = more active members = more advocates.
  • 22. specific generic low loyalty high loyaltyPOTENTIAL VALUE CUSTOMERNEED experience service product commodity
  • 23. specific generic low loyalty high loyaltyPOTENTIAL VALUE CUSTOMERNEED commodity product service experience* *also a comment to mpl about our bibilocommons app
  • 24. all this happened mpl staff told management what excellent service looks like staff created a customer service promise/ it replaced the crappy and unfriendly rules of conduct staff wanted to make better service decisions/ so we replaced policies with good judgment then they rewrote all our procedures/ they keep revising procedures all the time based on customer feedback we developed some training with Ryerson/ everyone took it we measured the impact all our service metrics went up at least a full percentage point (7.5 became 8.5 etc) we won an award.
  • 25. principles of design thinking 1. user-centred 2. co-creative 3. sequenced 4. evidencing 5. holistic “to value your customer you need to spend times understanding the interactions they have with your service. that means two things: first viewing your service from customer eyes. second, designing in such a way that customers receive consistent experiences over time that they consider valuable” - ??
  • 26. user-centred: challenge our thinking about users we think user, we think: adult, children, teens… but is this helpful? case study my customer is a man born in 1948. He is British. He is successful and very wealthy. He is married and has two children.
  • 27.
  • 28.
  • 29. co-created: who are your stakeholders? how can they be involved in the design process?
  • 30. sequenced: customers experience service in order. consider the “before, during, after” of a service.
  • 32. holistic: consider al your touchpoints what’s the relationship between people+people, people+things, etc
  • 33. the design process: explore, create, reflect, implement
  • 35. one approach to service initiative design A T O N E
  • 36. A is for actors who is involved in delivering the service? who needs to collaborate to design the service? e.g. iPod – collaboration between payment, engineering, marketing these people are your project team
  • 37. T is for touch-points what’s the service, start to finish? [sequence] what are the customers’ points of access? have we considered all our service channels? this will tell you the scope of the work you need to do
  • 38. O is for offering what do we stand for? what are our core values? what is the function/price/utility of what we offer? what is the promise we make to the customer? what we think we offer and what the customer thinks we offer is not always the same thing.
  • 39. N is for need what do your customers want? what need exists in the community that this service will meet? what are the expressed needs/what are the latent needs? the best way to find out what customers want is to ask them
  • 40. E is for experience how will customers describe their experience? what will they remember about your service? do customers like/dislike the service? how does your customer feel about you?
  • 41. how to AT-ONE A N O T E 1. Workshop these lenses 2. choose the most promising approaches 3. develop a holistic concept* actors touch-points offerings needs experience customer service revolution project • which looks like: a) establish a common base of knowledge b) explore options (divergence) c) Synthesize, rank and select option (convergence)
  • 42. you try let’s plan a dinner party for our friends. A – who will help us with the dinner? T – what are all the touch-points between the meal and our friends? O – what will we serve our friends? N – what should our guests expect from the evening? E – what will our friends remember about our dinner party?
  • 43. other design tools stakeholder maps service safari shadowing customer journey maps 5 whys cultural probes Etc
  • 45. staff engagement UNIVERSITY OF TORONTO ISCHOOL SYMPOSIUM Customer Service in Libraries: Upping our Game andrea cecchetto manager, learning & growth markham public library
  • 46. a new revolution is happening.
  • 47. customer experience strategy at City of Markham a tall order… • internal services are a big deal • excellent service cannot be one size fits all • perception of government (staff) • perception of government (public) • engineers … and also… • centuries of collective experience • in the community, and everywhere • endless passion for service
  • 48. why customer service in the public service? better service positive experience improved trust increased engagement Increased civic participation Stronger Democracy
  • 49. staff have the solutions. this reminds me of…shrimp.
  • 50.
  • 51. this is called positive deviance. It works because: • its community based/so its always appropriate • provides “social proof” that the change is effective • it comes from within/ so it avoids “immune response to imposed change”
  • 52. principles of positive deviance can be used to engage staff: • the community has the solutions • collective intelligence and distributed leadership • sustainability • act the change first, then change your thinking
  • 53. gallup drivers of engagement 1. do I know what’s expected of me at work? 2. do I have the resources to do my job? 3. do I have the opportunity to do what I do best everyday? 4. have I received recognition in the last seven days? 5. does my supervisor care about me as a person? 6. does someone at work encourage my development? 7. does my opinion seem to count? 8. does my org’s vision make me feel my work is important? 9. are my coworkers committed to quality work? 10. do I have a best friend at work? 11. has someone talked to me in the last six months about my progress? 12. have I had the opportunity to learn and grow in the last year? a good service initiative achieves every driver
  • 55. andrea cecchetto works for mpl acecch@markham.library.on.ca 905 513-7977 x4997 https://www.linkedin.com/in/andreacecchetto let’s keep in touch.

Hinweis der Redaktion

  1. A major barrier to effective customer service is the assumption that we are providing effective customer service. when we ask ourselves insightful questions about the services we provide, we need to look at a few things, including whether or not we actually know if our service is any good?
  2. Red – action, adventure, energy, excitement, passion, strengths Blue – trust, dependability, loyalty, confidence Green – life, luck, wealth, harmony
  3. Jump between detail and the whole picture Explore – what’s the real problem DON’T avoid mistakes – explore more mistakes Prototype – need to visualize the experience, role play, emotionalize the experience STAFF shoul be involved in the protoyping In implementation – be sure to draw up blue prints – this can make it scalable and cross-functional
  4. 5 whys Why does it take so long to serve a customer Why is there always a queue Why don’t you have enough staff Why isnt there room Why is there so much clutter
  5. Jerry & monique sternin Save the children – vietnam 64% underweight and malnourished One cluster of peers have robust children – uncommon practices Incorporating food considered “inappropriate” for kids Where attempts to impose nutrition programs failed what worked was this: attend a nutrition workshop and bring a taboo food item, bring their children, learn new recipe. Pilot project in 2 years malnutrition fell by 85%