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1. The Cost of Turnover Terry Kroshus
Pearson
April 2004
2. Today’s Menu Overview of Turnover
The Role of Corporate Culture in Agent Turnover
Enhancing Agent Retention
Planning for Turnover
Success Stories
Turnover Reduction Practices
Questions Guess
Blame Co-workers
Use outdated materials
3. Overview of Turnover Help Desk Culture has a direct impact on turnover
The rules are perceived as stringent and inflexible
The work is stressful by nature
Help Desks tend to assess overall performance using quantitative measures
Schedules and phone time are managed in the moment Key Differentiators of Positive Culture
Effective communications
Open and direct
Professional development
Growth in your job/company
Employee satisfaction
Having fun at work
Trust
Trust your peers/management (Click) Ask: Have you ever had to speak with a customer service representative on the phone or at a store and they treated you like they could care less about your problem? Did you feel like they would do everything they could to resolve your problem? If you have a really serious problem, how do you like to be handled? (wait for responses).
Say: Another Dimension of good customer service is (click) genuine concern for your customers needs. We can be concerned and still be professional – here is how…(Discuss Do’s). Now let’s discuss what we don’t want to do…(Discuss Don’ts).(Click) Ask: Have you ever had to speak with a customer service representative on the phone or at a store and they treated you like they could care less about your problem? Did you feel like they would do everything they could to resolve your problem? If you have a really serious problem, how do you like to be handled? (wait for responses).
Say: Another Dimension of good customer service is (click) genuine concern for your customers needs. We can be concerned and still be professional – here is how…(Discuss Do’s). Now let’s discuss what we don’t want to do…(Discuss Don’ts).
4. Overview of Turnover Separation Costs
Cost of exit interview’s time
Cost of terminating employee’s time
Cost of administrative functions related to termination
Cost of continued benefits options
Separation pay
Increase in unemployment tax
Vacancy Costs
Cost of additional overtime
Cost of additional temporary help
Replacement costs
Pre-employment administrative expenses
Cost of attracting applicants
Cost of entrance interviews
Testing costs
Staff costs
Travel and moving expenses
Post employment information gathering and dissemination costs
Cost of post employment medical exams
Training Costs
Cost of information literature
Formal training costs
Informal training costs
Hidden Costs
Missed deadlines
Loss of organizational knowledge
Lower morale
Did you know? (Click) Ask: Have you ever had to speak with a customer service representative on the phone or at a store and they treated you like they could care less about your problem? Did you feel like they would do everything they could to resolve your problem? If you have a really serious problem, how do you like to be handled? (wait for responses).
Say: Another Dimension of good customer service is (click) genuine concern for your customers needs. We can be concerned and still be professional – here is how…(Discuss Do’s). Now let’s discuss what we don’t want to do…(Discuss Don’ts).(Click) Ask: Have you ever had to speak with a customer service representative on the phone or at a store and they treated you like they could care less about your problem? Did you feel like they would do everything they could to resolve your problem? If you have a really serious problem, how do you like to be handled? (wait for responses).
Say: Another Dimension of good customer service is (click) genuine concern for your customers needs. We can be concerned and still be professional – here is how…(Discuss Do’s). Now let’s discuss what we don’t want to do…(Discuss Don’ts).
5. Turnover Calculator www.keepemployees.com/turnovercalc.htm
www.uwex.edu/ces/cced/publicat/turn.html
www.advantagehiring.com/calculators/ahi_calc_turnover.htm
www.expresspersonnel.com/tocprint.asp
www.workforce.com/section/09/article/23/55/58.html
www.resultresources.com
www.haack.com/benefits_turnover.asp
www.sibson.com/row/cot/
www.talentdrain.com/retention/calculator.asp
Your Cost Say: Let’s review. We should be Professional, give speedy responses, give accurate information, and be genuinely concerned that our caller’s needs are met. But in some instances you will need to follow-through with action to make sure you have given complete customer service. In those cases what we should do is…(Discuss Do’s) What we don’t want to do is…(Discuss Don’ts).Say: Let’s review. We should be Professional, give speedy responses, give accurate information, and be genuinely concerned that our caller’s needs are met. But in some instances you will need to follow-through with action to make sure you have given complete customer service. In those cases what we should do is…(Discuss Do’s) What we don’t want to do is…(Discuss Don’ts).
6. Reasons for Leaving Inflexible rules governing agents
Focus on quantitative measurements
Rigorous observation and relentless call volume
Agents’ belief that the organization does not value them
Show you care Ask: “What do you think of when I say “Randy” is a professional?” (Allow time for class to respond.)
Ask: “Okay, what do we mean when we say someone is unprofessional?” (Allow class time to respond)
Ask: “Would you place your life in the care of a physician if he demonstrated unprofessional behavior? Would you have confidence in his diagnosis? Would you believe that he cared about helping you?”
Say: The same holds true for our callers. They are depending on you to care for them. Professionalism is a code of conduct that demonstrates you are an expert at what you do. Some examples of professional conduct are….. (Click through Do’s and discuss briefly). Some characteristics that would demonstrate unprofessional conduct would be…(Click through Don’ts and discuss briefly). Ask: “What do you think of when I say “Randy” is a professional?” (Allow time for class to respond.)
Ask: “Okay, what do we mean when we say someone is unprofessional?” (Allow class time to respond)
Ask: “Would you place your life in the care of a physician if he demonstrated unprofessional behavior? Would you have confidence in his diagnosis? Would you believe that he cared about helping you?”
Say: The same holds true for our callers. They are depending on you to care for them. Professionalism is a code of conduct that demonstrates you are an expert at what you do. Some examples of professional conduct are….. (Click through Do’s and discuss briefly). Some characteristics that would demonstrate unprofessional conduct would be…(Click through Don’ts and discuss briefly).
7. Symptoms of a Sick Center Continually complain, blame and scapegoat without offering possible solutions
Escalate minor conflicts to management
Experience feelings of powerlessness on the job
Engage in negative and unproductive competitiveness with one another
Focus on what the company should do for them, rather than on the business objective of delivering service
Get a check-up Ask: “What do you think of when I say “Randy” is a professional?” (Allow time for class to respond.)
Ask: “Okay, what do we mean when we say someone is unprofessional?” (Allow class time to respond)
Ask: “Would you place your life in the care of a physician if he demonstrated unprofessional behavior? Would you have confidence in his diagnosis? Would you believe that he cared about helping you?”
Say: The same holds true for our callers. They are depending on you to care for them. Professionalism is a code of conduct that demonstrates you are an expert at what you do. Some examples of professional conduct are….. (Click through Do’s and discuss briefly). Some characteristics that would demonstrate unprofessional conduct would be…(Click through Don’ts and discuss briefly). Ask: “What do you think of when I say “Randy” is a professional?” (Allow time for class to respond.)
Ask: “Okay, what do we mean when we say someone is unprofessional?” (Allow class time to respond)
Ask: “Would you place your life in the care of a physician if he demonstrated unprofessional behavior? Would you have confidence in his diagnosis? Would you believe that he cared about helping you?”
Say: The same holds true for our callers. They are depending on you to care for them. Professionalism is a code of conduct that demonstrates you are an expert at what you do. Some examples of professional conduct are….. (Click through Do’s and discuss briefly). Some characteristics that would demonstrate unprofessional conduct would be…(Click through Don’ts and discuss briefly).
8. Turnover Reduction Practices Hiring
Healthy Agents
Performance Measuring
Incentive and Recognition
How do you Keep them? Ask: “What do you think of when I say “Randy” is a professional?” (Allow time for class to respond.)
Ask: “Okay, what do we mean when we say someone is unprofessional?” (Allow class time to respond)
Ask: “Would you place your life in the care of a physician if he demonstrated unprofessional behavior? Would you have confidence in his diagnosis? Would you believe that he cared about helping you?”
Say: The same holds true for our callers. They are depending on you to care for them. Professionalism is a code of conduct that demonstrates you are an expert at what you do. Some examples of professional conduct are….. (Click through Do’s and discuss briefly). Some characteristics that would demonstrate unprofessional conduct would be…(Click through Don’ts and discuss briefly). Ask: “What do you think of when I say “Randy” is a professional?” (Allow time for class to respond.)
Ask: “Okay, what do we mean when we say someone is unprofessional?” (Allow class time to respond)
Ask: “Would you place your life in the care of a physician if he demonstrated unprofessional behavior? Would you have confidence in his diagnosis? Would you believe that he cared about helping you?”
Say: The same holds true for our callers. They are depending on you to care for them. Professionalism is a code of conduct that demonstrates you are an expert at what you do. Some examples of professional conduct are….. (Click through Do’s and discuss briefly). Some characteristics that would demonstrate unprofessional conduct would be…(Click through Don’ts and discuss briefly).
9. Hiring the agent Look for the “CAN DO” personality
Cognitive Ability (Can Do)
Problem Solving
Learning
Applying
Planning (Can Do)
Planning
Organizing
Adherence to policies, procedures, rules
Interpersonal (Can Do)
Customer Service
Persuasion
Getting along with others
Teamwork
Coaching ability
Motivation (Will Do)
Attitude toward work
Attendance
Flexibility
Going above and beyond
Energy
The Perfect Fit (Click) Ask: Have you ever had to speak with a customer service representative on the phone or at a store and they treated you like they could care less about your problem? Did you feel like they would do everything they could to resolve your problem? If you have a really serious problem, how do you like to be handled? (wait for responses).
Say: Another Dimension of good customer service is (click) genuine concern for your customers needs. We can be concerned and still be professional – here is how…(Discuss Do’s). Now let’s discuss what we don’t want to do…(Discuss Don’ts).(Click) Ask: Have you ever had to speak with a customer service representative on the phone or at a store and they treated you like they could care less about your problem? Did you feel like they would do everything they could to resolve your problem? If you have a really serious problem, how do you like to be handled? (wait for responses).
Say: Another Dimension of good customer service is (click) genuine concern for your customers needs. We can be concerned and still be professional – here is how…(Discuss Do’s). Now let’s discuss what we don’t want to do…(Discuss Don’ts).
10. Incentives and Recognition Skills based pay
Start at $24,000
If they complete skills based training, could earn $35,000
Agent led I&R committee
Paid time off
Recognition in company newsletter
Trophies/Plaques
Special Projects
Gift Certificates
Project Involvement
Hiring
Training
Monitoring
Partnering with veteran agent
Lead a company/community event
Random Acts of Kindness (Click) Ask: Have you ever had to speak with a customer service representative on the phone or at a store and they treated you like they could care less about your problem? Did you feel like they would do everything they could to resolve your problem? If you have a really serious problem, how do you like to be handled? (wait for responses).
Say: Another Dimension of good customer service is (click) genuine concern for your customers needs. We can be concerned and still be professional – here is how…(Discuss Do’s). Now let’s discuss what we don’t want to do…(Discuss Don’ts).(Click) Ask: Have you ever had to speak with a customer service representative on the phone or at a store and they treated you like they could care less about your problem? Did you feel like they would do everything they could to resolve your problem? If you have a really serious problem, how do you like to be handled? (wait for responses).
Say: Another Dimension of good customer service is (click) genuine concern for your customers needs. We can be concerned and still be professional – here is how…(Discuss Do’s). Now let’s discuss what we don’t want to do…(Discuss Don’ts).
11. Healthy Agents Workstations
Exercise
Quiet Room
Offer Health seminars
Stress Management
Keep Well program Massage Therapist
Exercise Room
Stop Smoking Clinic
Puzzles
Books/Magazines
Music Room
Ask: “What do you think of when I say “Randy” is a professional?” (Allow time for class to respond.)
Ask: “Okay, what do we mean when we say someone is unprofessional?” (Allow class time to respond)
Ask: “Would you place your life in the care of a physician if he demonstrated unprofessional behavior? Would you have confidence in his diagnosis? Would you believe that he cared about helping you?”
Say: The same holds true for our callers. They are depending on you to care for them. Professionalism is a code of conduct that demonstrates you are an expert at what you do. Some examples of professional conduct are….. (Click through Do’s and discuss briefly). Some characteristics that would demonstrate unprofessional conduct would be…(Click through Don’ts and discuss briefly). Ask: “What do you think of when I say “Randy” is a professional?” (Allow time for class to respond.)
Ask: “Okay, what do we mean when we say someone is unprofessional?” (Allow class time to respond)
Ask: “Would you place your life in the care of a physician if he demonstrated unprofessional behavior? Would you have confidence in his diagnosis? Would you believe that he cared about helping you?”
Say: The same holds true for our callers. They are depending on you to care for them. Professionalism is a code of conduct that demonstrates you are an expert at what you do. Some examples of professional conduct are….. (Click through Do’s and discuss briefly). Some characteristics that would demonstrate unprofessional conduct would be…(Click through Don’ts and discuss briefly).
12. Agent Levels Candidates
New Agents
Low Experience/High Energy
High Experience/Low Energy
Burned Out
Superstars Share expectations
Make them feel good on day 1 thru 100
Train, train, train
Keep it interesting
Help them find other opportunities
Engage them early and often
Ask: “What do you think of when I say “Randy” is a professional?” (Allow time for class to respond.)
Ask: “Okay, what do we mean when we say someone is unprofessional?” (Allow class time to respond)
Ask: “Would you place your life in the care of a physician if he demonstrated unprofessional behavior? Would you have confidence in his diagnosis? Would you believe that he cared about helping you?”
Say: The same holds true for our callers. They are depending on you to care for them. Professionalism is a code of conduct that demonstrates you are an expert at what you do. Some examples of professional conduct are….. (Click through Do’s and discuss briefly). Some characteristics that would demonstrate unprofessional conduct would be…(Click through Don’ts and discuss briefly). Ask: “What do you think of when I say “Randy” is a professional?” (Allow time for class to respond.)
Ask: “Okay, what do we mean when we say someone is unprofessional?” (Allow class time to respond)
Ask: “Would you place your life in the care of a physician if he demonstrated unprofessional behavior? Would you have confidence in his diagnosis? Would you believe that he cared about helping you?”
Say: The same holds true for our callers. They are depending on you to care for them. Professionalism is a code of conduct that demonstrates you are an expert at what you do. Some examples of professional conduct are….. (Click through Do’s and discuss briefly). Some characteristics that would demonstrate unprofessional conduct would be…(Click through Don’ts and discuss briefly).
13. Fair and Attainable Performance Satisfaction
Savings
Customer Service
Call Volumes
Answer Rates
Abandon Rates
Ask: “What do you think of when I say “Randy” is a professional?” (Allow time for class to respond.)
Ask: “Okay, what do we mean when we say someone is unprofessional?” (Allow class time to respond)
Ask: “Would you place your life in the care of a physician if he demonstrated unprofessional behavior? Would you have confidence in his diagnosis? Would you believe that he cared about helping you?”
Say: The same holds true for our callers. They are depending on you to care for them. Professionalism is a code of conduct that demonstrates you are an expert at what you do. Some examples of professional conduct are….. (Click through Do’s and discuss briefly). Some characteristics that would demonstrate unprofessional conduct would be…(Click through Don’ts and discuss briefly). Ask: “What do you think of when I say “Randy” is a professional?” (Allow time for class to respond.)
Ask: “Okay, what do we mean when we say someone is unprofessional?” (Allow class time to respond)
Ask: “Would you place your life in the care of a physician if he demonstrated unprofessional behavior? Would you have confidence in his diagnosis? Would you believe that he cared about helping you?”
Say: The same holds true for our callers. They are depending on you to care for them. Professionalism is a code of conduct that demonstrates you are an expert at what you do. Some examples of professional conduct are….. (Click through Do’s and discuss briefly). Some characteristics that would demonstrate unprofessional conduct would be…(Click through Don’ts and discuss briefly).
14. Checklist for Positive Agent Development Set up a planned program of skills acquisition
Hold lunch break seminars
Provide web-based training
Meet regularly with agents
Create a list of SME
Incent agents to share learning
Show you care Ask: “What do you think of when I say “Randy” is a professional?” (Allow time for class to respond.)
Ask: “Okay, what do we mean when we say someone is unprofessional?” (Allow class time to respond)
Ask: “Would you place your life in the care of a physician if he demonstrated unprofessional behavior? Would you have confidence in his diagnosis? Would you believe that he cared about helping you?”
Say: The same holds true for our callers. They are depending on you to care for them. Professionalism is a code of conduct that demonstrates you are an expert at what you do. Some examples of professional conduct are….. (Click through Do’s and discuss briefly). Some characteristics that would demonstrate unprofessional conduct would be…(Click through Don’ts and discuss briefly). Ask: “What do you think of when I say “Randy” is a professional?” (Allow time for class to respond.)
Ask: “Okay, what do we mean when we say someone is unprofessional?” (Allow class time to respond)
Ask: “Would you place your life in the care of a physician if he demonstrated unprofessional behavior? Would you have confidence in his diagnosis? Would you believe that he cared about helping you?”
Say: The same holds true for our callers. They are depending on you to care for them. Professionalism is a code of conduct that demonstrates you are an expert at what you do. Some examples of professional conduct are….. (Click through Do’s and discuss briefly). Some characteristics that would demonstrate unprofessional conduct would be…(Click through Don’ts and discuss briefly).
15. Designed Turnover Is your Help Desk a beginning IT position?
How many people have been promoted to other IT jobs?
Does your company have an external “Customer Support” organization?
Do your agents have Individual Development Plans?
Can you help? Ask: “What do you think of when I say “Randy” is a professional?” (Allow time for class to respond.)
Ask: “Okay, what do we mean when we say someone is unprofessional?” (Allow class time to respond)
Ask: “Would you place your life in the care of a physician if he demonstrated unprofessional behavior? Would you have confidence in his diagnosis? Would you believe that he cared about helping you?”
Say: The same holds true for our callers. They are depending on you to care for them. Professionalism is a code of conduct that demonstrates you are an expert at what you do. Some examples of professional conduct are….. (Click through Do’s and discuss briefly). Some characteristics that would demonstrate unprofessional conduct would be…(Click through Don’ts and discuss briefly). Ask: “What do you think of when I say “Randy” is a professional?” (Allow time for class to respond.)
Ask: “Okay, what do we mean when we say someone is unprofessional?” (Allow class time to respond)
Ask: “Would you place your life in the care of a physician if he demonstrated unprofessional behavior? Would you have confidence in his diagnosis? Would you believe that he cared about helping you?”
Say: The same holds true for our callers. They are depending on you to care for them. Professionalism is a code of conduct that demonstrates you are an expert at what you do. Some examples of professional conduct are….. (Click through Do’s and discuss briefly). Some characteristics that would demonstrate unprofessional conduct would be…(Click through Don’ts and discuss briefly).
16. Success Stories Pearson
Marion Labs
Sprint
Olsten Health Services
Your Company Ask: “What do you think of when I say “Randy” is a professional?” (Allow time for class to respond.)
Ask: “Okay, what do we mean when we say someone is unprofessional?” (Allow class time to respond)
Ask: “Would you place your life in the care of a physician if he demonstrated unprofessional behavior? Would you have confidence in his diagnosis? Would you believe that he cared about helping you?”
Say: The same holds true for our callers. They are depending on you to care for them. Professionalism is a code of conduct that demonstrates you are an expert at what you do. Some examples of professional conduct are….. (Click through Do’s and discuss briefly). Some characteristics that would demonstrate unprofessional conduct would be…(Click through Don’ts and discuss briefly). Ask: “What do you think of when I say “Randy” is a professional?” (Allow time for class to respond.)
Ask: “Okay, what do we mean when we say someone is unprofessional?” (Allow class time to respond)
Ask: “Would you place your life in the care of a physician if he demonstrated unprofessional behavior? Would you have confidence in his diagnosis? Would you believe that he cared about helping you?”
Say: The same holds true for our callers. They are depending on you to care for them. Professionalism is a code of conduct that demonstrates you are an expert at what you do. Some examples of professional conduct are….. (Click through Do’s and discuss briefly). Some characteristics that would demonstrate unprofessional conduct would be…(Click through Don’ts and discuss briefly).
18. Five Dimensions of
CUSTOMER SERVICE Say: Today we have discussed the basic types of calls you will receive, the importance of choosing a positive attitude and creating positive impressions. Now we are going to discuss the basic concepts of good customer service.
Ask: How many of you have worked in Customer Service before? (Allow show of hands). Good I want to get input from you during this presentation from your experience.
Say: Let’s look at the 5 dimensions of customer service.Say: Today we have discussed the basic types of calls you will receive, the importance of choosing a positive attitude and creating positive impressions. Now we are going to discuss the basic concepts of good customer service.
Ask: How many of you have worked in Customer Service before? (Allow show of hands). Good I want to get input from you during this presentation from your experience.
Say: Let’s look at the 5 dimensions of customer service.
19. The 5 Dimensions The 5 dimensions we will discuss are…(Click). We will be looking at list of Do’s and Don’ts for each of the 5 dimensions. The Do’s will be listed in white and the don’ts will be in green.The 5 dimensions we will discuss are…(Click). We will be looking at list of Do’s and Don’ts for each of the 5 dimensions. The Do’s will be listed in white and the don’ts will be in green.
20. SPEEDY RESPONSES Get to the point
Predict how long
Do what you say you’re going to do Forget
Take more than 24 hours to return a call
Pad with idle conversation
Fail to call if you can’t make a deadline Say: Our callers have needs that you will have to respond to. Good customer service is responding as quickly as possible with accurate information. Let’s talk about the Do’s and Don’ts in this dimension of customer service. (Discuss points)Say: Our callers have needs that you will have to respond to. Good customer service is responding as quickly as possible with accurate information. Let’s talk about the Do’s and Don’ts in this dimension of customer service. (Discuss points)
21. FOLLOW-THROUGH Accept personal responsibility
Do what you promised
Enjoy a sense of achievement Take delayed reaction
Pass responsibility without explanation Say: Let’s review. We should be Professional, give speedy responses, give accurate information, and be genuinely concerned that our caller’s needs are met. But in some instances you will need to follow-through with action to make sure you have given complete customer service. In those cases what we should do is…(Discuss Do’s) What we don’t want to do is…(Discuss Don’ts).Say: Let’s review. We should be Professional, give speedy responses, give accurate information, and be genuinely concerned that our caller’s needs are met. But in some instances you will need to follow-through with action to make sure you have given complete customer service. In those cases what we should do is…(Discuss Do’s) What we don’t want to do is…(Discuss Don’ts).