Mission Critical Doesn’t Mean What You Think it Does

Mission Critical Doesn't Mean What You Think it Does

GUEST POST from Geoffrey A. Moore

God bless NASA for giving us the phrase “mission critical,” and God bless The Princess Bride for teaching us that not all words mean what we think they do.

In the case of mission-critical, specifically, the term has two distinct connotations, each of which leads to a distinctively different management priority.

1. Must achieve this outcome to succeed. This is what most people first think of when they hear the phrase. We will put a man on the moon and bring him back by the end of the decade. Anything that is on the critical path to that objective is mission critical.

2. Must not fall below this standard or we will be disqualified. This refers to a host of other things that, if not done properly, could have catastrophic consequences for the mission. Securing adequate funding, managing finances carefully, acquiring and maintaining proper facilities, and complying with pertinent regulations all come under this heading. You get no prize for doing any of these things right, but there can be a whopping penalty for getting them wrong.

When mission-critical equates to achieving success, the goal is to allocate the maximum amount of resources to the activity in question because it is the source of highest return. Indeed, it is your whole reason to be. Often in this situation there is no fixed upper boundary as to how much success can be achieved, so more is always going to be better here. That is why managers seeking budget for their efforts like to position them as mission-critical.

When mission-critical equates to disqualification risk, however, this approach backfires. That’s because there is a natural human tendency in risk-bearing situations to over-allocate resources as a hedge against what potentially could be a catastrophic failure. No one wants to get blamed for anything like this. Thus there is almost always an unproductive use of resources associated with these workloads and processes.

The proper goal for managing disqualification risk is to deploy the least amount of resources needed to achieve an acceptable level of risk, understanding that risk itself can never be eliminated entirely. To do this requires investing both in governance systems and in cultural discipline—the better the systems, the more disciplined the culture, the fewer the resources will be required.

Entrepreneurial cultures who grew up with the mantra “We don’t need no stinkin’ systems” will find it hard to execute this playbook, but until they do, they will be unable to scale. Conversely, risk-averse cultures who are unwilling to even approach the efficient frontier of risk will also fail here as well. You cannot compete effectively if a host of your best players are tied up on the sidelines. In short, there is no substitute for getting disqualification risk right, and successful organizations will testify this is always a work in progress.

So the next time you hear the word mission-critical, perk your ears up and apply this filter. Whatever is under discussion, for sure you are going to want to do this thing right. But before that, make sure you are doing the right thing.

That’s what I think. What do you think?

Image Credit: Pixabay

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“I don’t know,” is a clue you’re doing it right

“I don’t know,” is a clue you’re doing it right

GUEST POST from Mike Shipulski

If you know how to do it, it’s because you’ve done it before. You may feel comfortable with your knowledge, but you shouldn’t. You should feel deeply uncomfortable with your comfort. You’re not trying hard enough, and your learning rate is zero.

Seek out “don’t know.”

If you don’t know how to do it, acknowledge you don’t know, and then go figure it out. Be afraid, but go figure it out. You’ll make mistakes, but without mistakes, there can be no learning.

No mistakes, no learning. That’s a rule.

If you’re getting pressure to do what you did last time because you’re good at it, well, you’re your own worst enemy. There may be good profits from a repeat performance, but there is no personal growth.

Why not find someone with “don’t know” mind and teach them?

Find someone worthy of your time and attention and teach them how. The company gets the profits, an important person gets a new skill, and you get the satisfaction of helping someone grow.

No learning, no growth. That’s a rule.

No teaching, no learning. That’s a rule, too.

If you know what to do, it’s because you have a static mindset. The world has changed, but you haven’t. You’re walking an old cowpath. It’s time to try something new.

Seek out “don’t know” mind.

If you don’t know what to do, it’s because you recognize that the old way won’t cut it. You know have a forcing function to follow. Follow your fear.

No fear, no growth. That’s a rule.

Embrace the “don’t know” mind. It will help you find and follow your fear. And don’t shun your fear because it’s a leading indicator of novelty, learning, and growth.

Image credit: Pixabay

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Five Key Findings – 2023 State of CX Report

Unlock The Secrets To Exceptional Customer Service

Five Key Findings - 2023 State of CX Report

GUEST POST from Shep Hyken

Are you looking for a competitive advantage to keep your customers coming back? I have the answer. The 2023 Achieving Customer Amazement (ACA) study, sponsored by Five9, uncovers the current state of customer service and customer experience (CX). This customer service and CX research is vital to anyone in any industry (B2B or B2C) who has customers—and that’s everyone!

Each year we survey more than 1,000 consumers about what they like, dislike, want and more to find out what it takes to get customers to come back. Regardless of the type of business or industry you are in, your customers will compare the experiences they have with you to the best customer experience they have had with any type of business—not just your direct competitors. In other words, customers are smarter and expect more because of the “rock star” companies that are setting a higher benchmark.

To kick off the new report, I have compiled a list of five of the most important findings:

1. Bulletproof Yourself From Your Competition

Okay, maybe you can’t completely bulletproof yourself from competitors, but creating a good service experience can give you an amazing competitive advantage. Seventy-six percent of the more than 1,000 American consumers we surveyed are willing to go out of their way to do business with a company that provides better customer service. Furthermore, a great service experience makes prices less relevant. We asked, “Is customer service more important than price?” Almost half (48%) said, “Yes!”

2. The Top Three Most Important Things When It Comes to Customer Service

This may seem like common sense, but unfortunately, it’s not as common as it should be. What customers want is simple. The top three “customer wants” are: (1) Employees who are helpful; (2) Being able to reach the right person in customer support; and (3) Knowledgeable employees.

3. The Top Three Reasons a Customer Will Leave You

Once again, you will probably say, “That’s common sense.” If so, why do so many companies fail on these three? They are: 1. Rudeness; 2. Inconsistent information; and 3. The inability to connect with someone from customer support. What’s interesting about “rudeness” being the top reason a customer leaves is that back in the 1980s—40 years ago—the White House commissioned a study with the Technical Assistance Research Program (TARP) which found that the top reason a customer would leave to do business elsewhere was rudeness or apathy. Basically, an employee being impolite or indifferent toward the customer. And here we are, decades later, and nothing has changed.

4. If You Want Your Customers to Trust You More, Deliver a Great Customer Service Experience

There is an old saying that people like to do business with people (and brands and companies) they know, like and trust. It’s easy to get people to know and like you, but it’s much more difficult to earn their trust. When you do, customers come back. You can’t have loyalty without trust. Here’s the finding: 82% of customers say great service increases their trust in a company.

5. Customers Love a Convenient, Low/No Friction Experience

You can’t ignore the impact of a convenient experience. Eighty-eight percent said convenience was important when deciding where they wanted to do business. Fifty-three percent would pay more if they knew they would receive a more convenient experience, and 69% say a convenient experience alone will make them want to come back. All things being equal, it’s the company that is easier to do business with that will win over its customers.

Conclusion

Of course, there are many more stats, facts and findings in this report, but these should give you an idea of just how important customer service can be to your organization. The findings will help you make better customer-focused decisions and make a case for investment in new technologies and customer service training to unlock the competitive advantage you’ve been looking for.

This article originally appeared on Forbes.com

Image Credit: Pixabay

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Making Employees Happy At Work

GUEST POST from David Burkus

As long as people remain the center of organizations, attracting, retaining, and motivating those people—keeping them happy at work—will be one of the most important elements of a leader’s job. Work is central to our lives. For most adults, work occupies the majority of waking hours. And being happy at work can make a big difference in whether those hours are a drain or not. And, by extension, whether those hours are productive or not.

But that job as become more and more difficult over time.

In recent years some of the circumstances around job satisfaction and happiness at work have been outside of leaders’ control—global pandemics and being always on the verge of a recession come to mind. But there are a few adjustments inside of leaders’ control that can dramatically effect happiness. In particular, research from Mark Mortensen and Amy Edmondson suggests four specific components effect the “employee value proposition” and hence their happiness at work.

In this article, we’ll review those four elements of employee happiness and offer suggestions on how to leverage each to make employees happy at work.

Material Offerings

The first element that makes employees happy at work is material offerings. Material offerings include compensation, bonuses, and perks, the office and individual workspace, location, and even schedule and flexibility. This is what most leaders think about when they think about satisfaction and happiness at work. But unless you’re a senior leader or business owner, there’s not a lot you can change—and even if you are, some of those changes will take a lot of time. If you’re a front-line leader or middle manager, then your options are even more limited.

However, there’s always some room inside the organizational/industry constraints you might be able to find. You may not be able to move offices, but you could give the team more autonomy over the design of their workspace. You might not be able to set the working hours, but you can work with the team to find a little more flexibility inside of those hours. And it’s worth considering any area you do have control over. Even if you can’t make big changes, your team will appreciate that you’re making the effort.

Opportunity to Grow

The second element that makes employees happy at work is opportunity to grow. This refers to an organization’s opportunities to develop and grow employees, which include assigning new roles, implementing job rotations, and offering training aimed at helping them acquire new skills. Humans are intrinsically motivated by progress—they want to know they’re growing in their knowledge, skills, and abilities. In addition, they want to know they work in an organization that has room for them to grow into new roles and take on new challenges.

And leaders at all levels can help create (or increase awareness) of opportunities to grow. So long as the organization isn’t shrinking, there will be opportunities for individuals to get promoted or take on new challenges. But often those opportunities don’t present themselves fast enough to be salient. So as a leader, it’s vital to get to know the people on your team—their career goals and their development needs—and create opportunities to learn for them. You may not be able to promote them immediately. But you can help them feel growth by assigning them new tasks or projects that will help them prepare for that desired promotion.

Connection and Community

The third element that makes employees happy at work is connection and community. This refers to an employee’s sense of being appreciated and valued for their identity, experiencing mutual accountability, building social relationships, and being supported by an energizing culture that encourages candid expression and fosters a sense of belonging. Humans are social creatures. And as social creatures, the people we work with have a significant effect on our satisfaction and happiness. People want to feel they belong and that they’re appreciated.

And connection and community is where middle managers and front-line leaders make the most difference in employees being happy at work. Because most people’s experience of work—and connection and community—is actually a reflection of the team they work with or the location the work at. If you take time to connect with each of your people and hold space for group conversations and experiences unrelated to work, that will help amplify your team’s feelings of connection. If you take the time to celebrate small wins, and encourage others to do the same, you’ll help increase everyone’s feeling of appreciation and belonging.

Meaning and Purpose

The fourth element that makes employees happy at work is meaning and purpose. This refers to the organization’s aspirational reasons for existing and employees desire to see their contribution to work that makes the world better. Many organizations attempt create a sense of meaning and purpose through mission statements or vision statements. But just like connection and community, meaning and purpose is felt more strongly on the individual and team level. Which means leaders at all levels need to create a direct connection between the larger mission and the individual purpose of their specific team.

People want to do work that matters, and to work for leaders who tell them they matter. And as a leader, one of the most powerful ways you can do that is by helping people answer the question “who is served by the work that we do?” And then reminding them of that answer on a regular basis. This not only creates a more motivated team, but it also creates a team that feels more meaning and purpose as well.

It’s important to look at these elements both individually and collaboratively. Individually, you may have noticed a specific element which your team lacks. But these elements work together to create an overall experience. Material offerings are great, but there is a diminishing return on their increase in happiness. It takes all four to create an environment where employees feel happy at work and hence feel like they can do their best work ever.

Image credit: Pixabay

Originally published at https://davidburkus.com on May 15, 2022.

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How to Fail Your Way to Success

How to Fail Your Way To Success

GUEST POST from Robyn Bolton

“Rapid Unscheduled Disassembly”

It’s a meme and my new favorite euphemism for getting dumped/fired (as in, “There was a rapid unscheduled disassembly of our relationship.”  Thank you, social media, for this gem)

It’s also spurred dozens of conversations with corporate leaders and innovation teams about the importance of defining success, the purpose of experiments, and the necessity of risk. 

Define Success so You Can Identify Failure

The dictionary defines “fail (verb)” as “be unsuccessful in achieving one’s goal.”

But, as I wrote last week, using your definition of success to classify something as a failure assumes you defined success correctly.

Space X didn’t define success as carrying “two astronauts from lunar orbit to the surface of the moon,” Starship’s ultimate goal. 

It defined success in 3 ways:

  • Big picture (but a bit general) – Validating “whether the design of the rocket system is sound.”
  • Ideal outcome – “Reach an altitude of 150 miles before splashing down in the Pacific Ocean near Hawaii 90 minutes [after take-off].”
  • Base Case – Fly far enough from the launchpad and long enough to generate “data for engineers to understand how the vehicle performed.”

By defining multiple and internally consistent types of success, SpaceX inspired hope for the best and set realistic expectations. And, if the rocket exploded on the launchpad? That would be a failure.

Know What You Need to Learn so You Know What You Need to Do

This was not the first experiment SpaceX ran to determine “whether the design of the rocket system was sound.”  But this probably was the only experiment they could run to get the data they needed at this point in the process.

You can learn a lot from lab tests, paper prototypes, and small-scale experiments. But you can’t learn everything. Sometimes, you need to test your idea in the wild.

And this scares the heck out of executives.

As the NYT pointed out, “Big NASA programs like the Space Launch System…are generally not afforded the same luxury of explode-as-you-learn. There tends to be much more testing and analysis on the ground — which slows development and increases costs — to avoid embarrassing public failures.”

Avoiding public failure is good. Not learning because you’re afraid of public failure is not.

So be clear about what you need to learn, all the ways you could learn it, and the trade-offs of private, small-scale experiments vs. large-scale public ones. Then make your choice and move forward.

Have Courage. Take a Risk

“Every great achievement throughout history has demanded some level of calculated risk, because with great risk comes great reward,” Bill Nelson, NASA Administrator.

“Great risk” is scary. Companies do not want to take great risks (see embarrassing public failure).

“Calculated risk” is smart. It’s necessary. It’s also a bit scary.

You take a risk to gain something – knowledge, money, recognition. But you also create the opportunity to lose something. And since the psychological pain of losing is twice as powerful as the pleasure of gaining, we tend to avoid risk.

But to make progress, you must take a risk. To take a risk, you need courage.

And courage is a skill you can learn and build. For many of us, it starts with remembering that courage is not the absence of fear. It is the choice to take action despite fear. 

When faced with a risk, face it. Acknowledge it and how you feel. Assess it by determining the best, worst, and most likely scenarios. Ask for input and see it from other people’s perspectives. Then make your choice and move forward.

How to know when you’ve successfully failed

Two quotes perfectly sum up what failure en route to success is:

“It may look that way to some people, but it’s not a failure. It’s a learning experience.”- Daniel Dumbacher, executive director of the American Institute of Aeronautics and Astronautics and a former high-level NASA official.

“Would it have been awesome if it didn’t explode? Yeah. But it was still awesome.” – Launch viewer Lauren Posey, 34.

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Embrace the Innovation Hate

Embrace the Innovation Hate

GUEST POST from Greg Satell

“Don’t worry about people stealing your ideas,” said the computing pioneer Howard Aiken. “If your ideas are any good, you’ll have to ram them down people’s throats.” The truth is that any idea important enough to be valuable will be disruptive enough to inspire significant opposition to it ever gaining traction.

This phenomenon is often known as the Semmelweis Effect, after the Hungarian physician who pioneered hand washing in hospitals. Unfortunately, the medical establishment rejected his ideas and antiseptic procedures didn’t come into common use decades later. Millions of people died needlessly.

Yet as I’ve previously explained, much of the blame lays at Semmelweis’s door. Instead of taking into account valid criticisms of how he collected and communicated his data, he railed against the establishment, became a pariah and lost all credibility. The truth is that we need our critics, if for no other reason than that they have the power to save us from ourselves.

Exposing Flaws In Your Idea

One of the most effective programs for helping to bring discoveries out of the lab is I-Corps. First established by the National Science Foundation (NSF) to help recipients of SBIR grants identify business models for scientific discoveries, it has been such an extraordinary success that the US Congress has mandated its expansion across the federal government.

Based on Steve Blank’s lean startup methodology, the program aims to transform scientists into entrepreneurs. It begins with a presentation session, in which each team explains the nature of their discovery and its commercial potential. It’s exciting stuff, pathbreaking science with real potential to truly change the world.

Inevitably, during this initial session, they are asked, “how many customers have you talked to?” and, just as inevitably, their answer comes up woefully short. They are often yelled at and ordered to “get out of the building and talk to customers.” For many, it is a dressing down that they will never forget.

Ironically, much of the success of the I-Corps program is due to these early sessions. Once the entrepreneurs realize that they are on the wrong track, they embark on a crash course of customer discovery, interviewing dozens — and sometimes hundreds — of customers in search of a business model that actually has a chance of succeeding.

Make no mistake, every idea is flawed. As Steve Blank likes to say, “no business plan survives first contact with a customer.” So you want to expose as many flaws as you can before that happens.

Identifying Shared Values

In 1992, during the war in Bosnia, massive student protests broke out in Serbia. For 26 days, they demanded an end to the war and for the country’s authoritarian leader, Slobodan Milošević, to resign. Eventually, summer came, the students went home and little, if anything, was accomplished.

“These were very ‘Occupy’ type of protests,” Srdja Popović, one of the student leaders would later tell me,” where we occupied the five biggest universities and lived there in our little islands of common sense with intellectuals and rock bands while the rest of the country was more or less supportive of Milošević’s idea.”

Yet much like the I-Corps entrepreneurs, the activists learned from the experience. “We began to understand that staying in your little blurb of common sense was not going to save the country,” Popović remembers. In later years, the activists would learn to tailor their messages specifically to less educated rural Serbians who were turned off by the anti-war protests.

In much the same way, when developing a new product, it is often better to start with a minimum viable product rather than a full-featured prototype. You do this not so people can tell you how much they love your idea, but so they can tell you what they hate it and why. You have to get out of your own “little island” to find what people truly value.

They Can Send People Your Way

In the early hours of December 11, 2013, special police forces descended into the streets of Kyiv, Ukraine to violently assault peaceful activists protesting the Yanukovych regime. Known for their brutality, the units, called Berkut, cleared the streets and sent those gathered running to the shelter to the nearby St. Michaels Cathedral.

It proved to be a turning point, but not the one that Yanukovych expected. Mustafa Nayyem, who helped spark and then lead the protests, told me that the protests were losing steam and the brutal actions of the regime threw the support of the country their way. Yanukovych was forced out of office a few months later.

Often, your most fierce opponents can be your greatest asset. In his efforts to reform the Pentagon in the 1980s, Colonel John Boyd would start by doing low-key briefings to peers and then move on to congressional staffers. As his ideas gained steam, high-ranking generals would try to crush his efforts. Inevitably, they would overreach and he would gain even more support.

The key to leveraging your opposition is to not attack or even address them directly. Start by building the support of those who are already likely to be excited by the idea. As you gain traction, others will notice and join in. Eventually, your haters will feel they need to do something drastic and that will send even more people your way.

Whenever You Have A Big Idea, Someone’s Not Going To Like It

In researching my book, Cascades, I found that every successful transformational effort had a plan to overcome opposition. They didn’t dismiss their haters, but studied them, learned from them and were able to turn the disparagement to their own advantage. As the pressure increased, their opponents inevitably make a huge mistake that would turn the tide.

This is, of course, obvious in political and social movements, but I’ve found that it is just as important in corporate and organizational transformations. Make no mistake, if you want to drive anything more than incremental change, someone isn’t going to like it and they will work to undermine your efforts anyway they can. That is just a simple fact of life.

It is also something you can use to your advantage. Those who oppose your idea can point out flaws you may have missed. You can fix them. They help you expose underlying values that others may share as well. You can work to address them. As you build support, they are likely to lash out, creating an opening for you to win the day.

All too often, we end up preaching to the choir instead of venturing out of the church and mixing with the heathens. That’s how change efforts fail. So don’t ignore your haters. Embrace them. Learn from them. They can provide the key to driving transformation forward.

— Article courtesy of the Digital Tonto blog
— Image credit: Pixabay

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Understanding Permission

Understanding Permission

GUEST POST from Geoffrey A. Moore

Permission is one of the most powerful concepts in strategic marketing, but it is an easy one to misinterpret if you are not careful. Here are five things you need to know:

1. Permission is anchored in the idea of what the world wants your company to be.

It may surprise you that the world has an agenda for your company, but it does—even if it has never heard of you. The world has unmet needs, and it is always looking for someone credible to enlist in meeting those needs. If you are a start-up, then you are credible at being highly disruptive. If you are an established and vibrant enterprise, then you are credible as a responsible steward. If you are an aging enterprise looking to rejuvenate, then you are credible as an agent of change within a conservative community.

2. Permission means you get more than one bite at the apple.

It means the customer base, and even the industry ecosystem, are willing to cut you some slack because, in their view, you represent the best chance for them to accomplish their agenda. In effect, you are granted a competitive advantage out of the box, given a status that none of your peers are getting. It is an amazing gift and is key both to start-up successes and enterprise turnarounds.

3. Permission is absolutely necessary at the point of business transformation.

There are plenty of times when you can overcome lack of permission through tenacious persistence, but not at the point of transformation. When you are turning the boat, when you are changing the direction of your enterprise, when you are entering a new space, your first encounters need to be with natural allies. They may not have bought in just yet, but they must be naturally aligned with your agenda, or you need to go elsewhere. You are simply too vulnerable otherwise.

4. Permission is an invitation to display generosity.

The prize you are after is a relationship of trust, one which will cause your target customers to privilege your company above other vendors. That’s what will secure your future in the new world. To accelerate getting to that point, begin with acts of strategic generosity, ones that demonstrate respect for the challenges your customers are hoping you can solve, and evidence that you have the wherewithal to solve them. Get these offers in play ASAP, and let the market’s viral properties drag you forward.

5. Permission has a sell-by date.

When issues and concerns come to the fore, there is a period of several years during which the pragmatist herd will wait to see who is going to step up to meet its new set of needs. If you have the wherewithal to lean in at this time but hold back instead, perhaps because you fear you will cannibalize some other aging product line, you will not be forgiven downstream. Gather the rosebuds while ye may.

That’s what I think. What do you think?

Image Credit: Unsplash

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Be Human – People Will Notice

Be Human - People Will Notice

GUEST POST from Mike Shipulski

Speak up. Your ideas can’t see daylight unless others know about them.

Be wrong. When you’re wrong, you sharpen the rightness.

Be right. When you’re right in the face of wrongness, everyone wins, except for you.

Stand tall. Stand behind your decisions, but you can’t be responsible for their outcome.

Be truthful, but not hurtful.

Be overwhelmed. This is difficult.

Give it away. When things go well, delegate credit to the up-and-coming. They’ll remember.

Support others. When someone’s in the bucket, pull them out. They’ll remember.

Pay it forward. A kind soul gave it to you, and it’s time to give it to someone else. They’ll remember.

Say “thank you.” And mean it.

Be quiet. When things are on the right track, there’s no need to derail.

Take the heat. When there’s a mistake, own it so the young don’t have to. They’ll remember.

Make room for others. Nothing blocks their growth like your career aspirations.

Say nothing negative, unless you can’t. And if you must, say it in private.

Praise publicly, loudly, and often.

Set up others for success. And when accused of doing so, plead ignorance.

Share your frustrations, but sparingly. Done skillfully, it’s a compliment.

Be human. People will notice.

Image credit: Pixabay

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Top 10 Human-Centered Change & Innovation Articles of May 2023

Top 10 Human-Centered Change & Innovation Articles of May 2023Drum roll please…

At the beginning of each month, we will profile the ten articles from the previous month that generated the most traffic to Human-Centered Change & Innovation. Did your favorite make the cut?

But enough delay, here are May’s ten most popular innovation posts:

  1. A 90% Project Failure Rate Means You’re Doing it Wrong — by Mike Shipulski
  2. ‘Innovation’ is Killing Innovation. How Do We Save It? — by Robyn Bolton
  3. Sustaining Imagination is Hard — by Braden Kelley
  4. Unintended Consequences. The Hidden Risk of Fast-Paced Innovation — by Pete Foley
  5. 8 Strategies to Future-Proofing Your Business & Gaining Competitive Advantage — by Teresa Spangler
  6. How to Determine if Your Problem is Worth Solving — by Mike Shipulski
  7. Sprint Toward the Innovation Action — by Mike Shipulski
  8. Moneyball and the Beginning, Middle, and End of Innovation — by Robyn Bolton
  9. A Shortcut to Making Strategic Trade-Offs — by Geoffrey A. Moore
  10. 3 Innovation Types Not What You Think They Are — by Robyn Bolton

BONUS – Here are five more strong articles published in April that continue to resonate with people:

If you’re not familiar with Human-Centered Change & Innovation, we publish 4-7 new articles every week built around innovation and transformation insights from our roster of contributing authors and ad hoc submissions from community members. Get the articles right in your Facebook, Twitter or Linkedin feeds too!

Have something to contribute?

Human-Centered Change & Innovation is open to contributions from any and all innovation and transformation professionals out there (practitioners, professors, researchers, consultants, authors, etc.) who have valuable human-centered change and innovation insights to share with everyone for the greater good. If you’d like to contribute, please contact me.

P.S. Here are our Top 40 Innovation Bloggers lists from the last three years:

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Breaking Rules to Delight Customers

Breaking Rules to Delight Customers

GUEST POST from Shep Hyken

There is a massive benefit to empowering employees to “break the rules” for their customers. And what I mean by “breaking the rules” is to consider what you can do for a customer outside of the norm that doesn’t cost the company money, isn’t illegal or immoral, and won’t hurt “business as usual.” In reality, employees aren’t breaking any rules. They are finding ways to take care of the customer while not breaking the “rules” mentioned above.

One of the concepts I cover in my customer service keynote speech is the idea of the “line in the sand.” Many companies train their employees in what they can’t do for customers. They have “rules” that have little or no flexibility. While it’s essential for employees to be trained on what they shouldn’t do, it may be more important to train them on what they can do. By that, I mean how far employees are allowed to go before they have to say, “No.”

I call this The Line in the Sand concept. It is important to draw that line, which is the boundary that employees aren’t allowed to cross, but at the same time, teach them what they can do to get right up to the line.

For example, I have a client in the luxury automobile market. This client has a team that travels to auto dealerships to help dealers with demanding customers they can’t seem to please. Members of this team believe in the power of saying “Yes” instead of “No.” They have the authority to refund the entire price of the car, even if it’s 10 years old. That’s their line in the sand – their last resort. They can get right up to it but can’t go past it. And by the way, they have never made it to that last resort. They have always found other ways to make discontented customers happy without getting to that line.

The key is training, but it isn’t just imparted in one session to tell employees what to do – or not do. It’s about continuously sharing stories of what other employees are doing to meet customers’ needs and demands, all without crossing the line in the sand. When an employee does something right, congratulate them and share the example with others. And if they do something wrong, or in other words, if they cross the line, turn it into a learning opportunity that is also shared with others. Routinely sharing examples helps employees recognize their opportunities to delight their customers.

Some examples of “breaking the rules” might be honoring a warranty that expired a month ago – or stretching a 14-day return policy to the 15th or 16th day. Some retail organizations, like Nordstrom, have an easy, no-questions-asked return policy. Even though the employees at Nordstrom aren’t breaking the rules, the customer feels as if they are going above and beyond. That’s all this really is. Making customers feel like you are on their side, willing to be flexible and giving them reasons to say, “I’ll be back!”

Image Credit: Pixabay

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