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WOW with Welcoming - 6/6/23


Individuals, organizations, and even communities today seem to be more overtly focused on being welcoming to others.  In customer service, being welcoming is a key to a great first impression.  But what does it mean to be welcoming? We defined Welcoming in one of our February Tips as:  Proactively engaging Read more

Change on the Fly - 5/30/23


Situational service requires some advanced engagement skills.  It involves seeing each situation independent of any others, reading the moment, and changing on the fly to create the best possible customer experience and outcomes.  So, what are some keys to situational service?  Keep these guiding principles in mind: Start Open-minded: When Read more

Try an Empathy Exercise - 5/23/23


We often note that empathy is the most important quality to have in order to be great at customer service.  Empathy enables you to view people uniquely.  It helps the customer not to feel like just a number.  And the more we can view people as individuals, the better Read more

Time is of the Essence - 5/16/23


Time is precious.  There’s no time like the present.  Your time is valuable.  Timing is everything.  Children spell “love,” T-I-M-E. There are many great quotes that reference time.  And part of the reason is that time can be considered somewhat finite; at least within the day, it’s a limited resource.  Read more

Perpetuate Positivity with the Customer - 5/9/23


We’ve written many Tips on how to deal with various negative customer emotions.  Those emotions could reflect anger, fear of the unknown, upset, anxiety, or nervousness.  But instead of talking today about how to deal with their negative emotions, let’s talk about how to engender some positive emotions. We want Read more

Are You in a Position? - 5/2/23


Last week’s Tip compared Perspectives and Positions, and we noted that when people have a perspective on a given topic or issue, that’s often useful.  However, when people are more focused on their position, things can get testy. One topic we didn’t fully address last week was the definition of Read more

De-escalating Conflict in Customer Service - 4/25/23


Conflict can be very healthy and productive.  You and your customer are taking different perspectives, but if you have the same goal and you focus on what you’re trying to accomplish, the different perspectives may lead to an interesting approach or a mutually-beneficial solution. If the decision was up to Read more

Why a Home Run Swing Whiffs - 4/18/23


ACME Tree Service showed up at Nancy’s house to provide an estimate for trimming some trees.  The sales consultant looked at the trees and their proximity to the house, and he quickly wrote up a bid.  Heavy trimming on 9 trees.  Heavy price tag.  It was a quick conversation Read more

Communicate Crisply - 4/11/23


I try to make these tips around 300 words, but oftentimes I’m North of 400.  I work hard to pare down the words because I don’t want one or two core points being lost in a barrage of verbosity. Phrases like lost in a barrage of verbosity are the things Read more

Improve Co-worker Rapport to Improve the Customer Experience - 4/4/23


The movers were packing up the house.  It was a stressful time for Janine.  She was having to move her aging parents to a new city in a new State to help care for them.  The parents were leaving behind friends and a community where they’d lived for most Read more

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From Anaheim Schools to All Our Ears – Purpose and Strategy

Posted on September 11, 2014 in Business Advice, Education Please leave a comment

Blog 9-11-14I’ve been hearing the word “Purpose” a lot lately. It’s being used to address a person or organization’s mission and how that mission is above and beyond the function being performed.

“Purpose” in the world of education has a very clear meaning to Superintendent Michael B. Matsuda of the Anaheim Union High School District. In a recent Orange County Breeze article, the Superintendent welcomed the students and families into the new school year, but he did it in a different way – strategically, yet personally.

When people think about strategy, they think about planning, tactics, timetables, and milestones. But what that strategy should start with is the Vision, Mission, or Goal – in this Superintendent’s case, the strategy starts with a discussion of Purpose. He notes that “we must align all stakeholders under the common goal of graduating our students college and career ready with purpose.” He links those educational purposes then to community purposes: “A quality education for every child will benefit them through job readiness, a better economy, higher property values, and lower crime rates.”

He then gets into tactics, talking about feeder districts and higher education stakeholders. He talks personally about needed actions for staff and parents, and he discusses fiscal matters. He ends by closing the loop on whom the Purpose is for – the students.

The key lesson learned from Anaheim for K-12 schools and other school districts is this: Before launching the next great initiative, before getting too strategic, and DEFINITELY before getting too tactical, do two things. First, be clear on the Purpose and how that Purpose is about the experience of the student and preparing the student for the future. Second, be intentional about identifying all the stakeholders in the process and educating them on how living that Purpose relies on them and – ultimately – impacts them.

Be clear on the Purpose to best align all actions and stakeholders toward a common future.

Did you like this post? Here are other Education-related posts:


Student Success Starts with Knowing Them

Posted on April 23, 2014 in Business Advice, Education Please leave a comment

Blog 4-23-14Phillips Community College in Arkansas won an award recently for Student Success – increasing its graduation and 4-year college transfer performance.

With the plethora of best practices and concepts, programs and pathways, you might think that the Student Success was driven by these proven strategies…but you’d be incorrect.

According to the article PCCUA recognized for student success, the starting point was understanding the student. Who are they? What is their background? What’s the lens through which they see college life and experience PCCUA? Apparently, many students come from generational poverty, and the faculty and staff do not.

This basic fact gets at a core problem with many organizations in the education industry and other industries as well these days. There are leaders, faculty, or staff that know a product, they know a topic, they know a program. But delivering that knowledge effectively often requires that they know the person to whom they deliver. We can’t assume that all students receive and process information in the same way, that they all want the same learning environment and examples.

Sometimes to best impart knowledge, we have to – first – know the student.

Survey your students. Ask them questions. Learn about their past. Then learn what most effectively guides them to a future of possibilities.

Student Success starts with knowing them.

Did you like this post? Here are other Student Success-related posts:


Student Success and Relationship Management

Posted on January 22, 2014 in Business Advice, Education Please leave a comment

Isn’t Student Success, in the end, about getting a degree? If so, then why are some Universities and Community Colleges focused on relationship management? Account representatives are for professional sports organizations. But higher ed? Nah…

Well in the article TTU recommits to student success, Tennessee Tech University is noting the link between Student Success and relationship management. According to TTU’s Retention Services director, “The university is adding as many as a dozen professional advisers this spring. When the class of 2018 attends summer orientation, those advisers will help them register for their first semester and on, throughout their academic careers. One of the keys to retention is that students are going to feel more confident if they build a relationship with someone and have a clear path to their goal early in their college experience. That builds security and it shows that Tech really cares that you succeed here.”

This is about a University that has asked itself what drives Student Retention and Success? Part of the answer was having dedicated resources that are focused on getting to know students and develop relationships over time with those students so that needs are met, issues are addressed, goals are achieved, and progress toward success is made.

Educational organizations cannot create Student Success with a speech or by wishing that it happen. There must be a relationship development process designed that is an integral part of the strategy and includes dedicated resources. Relationship Management strategies in any organization typically include four key phases:

  • Getting to Know the Student – Preferences, retention drivers, satisfaction, involvement levels, etc.
  • Communicating with the Student – Setting up year-round Touch Point Plans to develop and nurture relationships with clients.
  • Retaining the Student – Applying your knowledge of their retention drivers to address what would make them remain and succeed…or leave.
  • Growing with the Student – Identifying and acting on ways to grow your relationship with them and continue it post-graduation.

Create a Student Success strategy that incorporates dedicated resources and relationship management.

Did you like this post? Here are other Student Success-related posts:


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