motivating without money cpa

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Copyright TRG Inc. Motivating Without Money Presented at The CPA April 21, 2009 Colin Taylor The Taylor Reach Group, Inc.

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Presentation presented to the Contact Professional Alliance on building a culture that motivates and engages agents

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Page 1: Motivating Without Money   Cpa

Copyright TRG Inc.

Motivating Without Money

Presented at The CPAApril 21, 2009

Colin TaylorThe Taylor Reach Group, Inc.

Page 2: Motivating Without Money   Cpa

Copyright TRG Inc.

The Taylor Reach Group

• Call/Contact Center Consultancy established in 2003,• Offices Toronto, Atlanta, Sydney,• Contact Center assessment, design, improvement and

operational management,• 16 consultants in North America,• 30+ awards for excellence in contact center operation,• 14,000+ agent desktops operating under TRG designed

operational models globally,• Clients include: TD Waterhouse, Aldo, Habitat for Humanity

International, Mercedes-Benz USA, Rodale,• Publisher of Customer Reach® a contact center newsletter

distributed to 10,000 senior contact center executives globally 10 times a year.

Page 3: Motivating Without Money   Cpa

Copyright TRG Inc.

Colin Taylor

• CEO TRG,• 33 years in call/contact center operations,

design, sales and executive management,• 18 years in the outsource contact center

space including 9 years as president & CEO of one of Canada’s largest contact center outsource agencies (Watts, now Resolve)

• More than 20+ awards received on two continents,

Page 4: Motivating Without Money   Cpa

Copyright TRG Inc.

Agenda

• The Game has changed,

• Recognition is not enough,

• Incentives don’t always motivate,

• What do Others do?

• Driving Engagement,

• Pull versus Push motivation,

Page 5: Motivating Without Money   Cpa

Copyright TRG Inc.

The Game has changed

• ‘Doing More with Less’ has been replaced by ‘Doing More with None’,

• Gen X, Gen Y and the Age of Entitlement,

• Tactics are short-term, Strategy and structure endure,

Page 6: Motivating Without Money   Cpa

Copyright TRG Inc.

Or has it?

• Money is still always the right size and colour,

• Many Agents view contact center jobs as transient,

• Turnover is still a huge problem

Page 7: Motivating Without Money   Cpa

Copyright TRG Inc.

Recognition isn’t enough

• Recognition programs are great, but alone they are not enough,

• Event based programs expire,• Rewards that most can’t win actually

de-motivates the majority of agents,– ‘First past the post’ individual incentives

create 1 winner and lots of losers.

• Alignment is key

Page 8: Motivating Without Money   Cpa

Copyright TRG Inc.

What Others do

• Other companies face the same challenges we do. How do they motivate?– Rotating Trophies for Top Performers each month.

Decorating agents workstations whenever they meet their daily and/or monthly goals. Managers calls where the center Supervisor and managers take the reps calls for an hour while the Rep coaches the manager.- The Scooter Store

– Reps pick songs and select management staff who must perform them.- Freedom Communications

– Call swapping- If an agent gets 100% score on 3 calls, The manager takes 3 calls for the rep.- Galileo Processing

Page 9: Motivating Without Money   Cpa

Copyright TRG Inc.

What Others Do

– Earn a chocolate for a perfect call or a call resolved in X minutes. Each resolution (or perfect call) gets a round of applause from the whole center.- Wipro BPO

– 80/20 Elite Team, the Pareto principal rewards the top 20% of agents. They get a separate lounge, flex shifts, first choice of time off and are groomed for management roles. This is run and reviewed each quarter. – Wipro BPO

– Placing a rose on the seat of an agent who has gone above and beyond. Campaign pins, like military ribbons or scout badges placed on the agents nameplate on their workstation.- Embarq

– Producing ‘Baseball’ cards of your star performers- Embarq,– We rely on Dr. Bob Nelson book “1001 Ways to Reward

Employees”, it has been invaluable.- The McNaughton Group,

Page 10: Motivating Without Money   Cpa

Copyright TRG Inc.

Driving Engagement

• Most of the above elements have one thing in common, they are tactical.

• Building a culture of engagement and motivation that endures, requires structure,

• So how do we build an enduring structure?

Page 11: Motivating Without Money   Cpa

Copyright TRG Inc.

Push vs Pull Motivation

• Structural design focus creates a push model where staff are motivated to succeed and grow.

• Structure must be designed and aligned with the objectives we wish to obtain,

• So where do we start…at the beginning,

Page 12: Motivating Without Money   Cpa

Copyright TRG Inc.

Agent Career Progression

Successful Career

Hiring/Recruiting Career Path/ACM

Job Description Peer Feedback

Agent Employment

Recognition

Monetary Comp

Agent Career Progression

Page 13: Motivating Without Money   Cpa

Copyright TRG Inc.

Hiring & Recruiting

• Radical idea- hire staff who can succeed,

• Map skills, competencies and attributes- don’t hire others cast offs,

• Test for what you seek,• Hiring the right staff will define or

reinforce a culture of committed performers,

Page 14: Motivating Without Money   Cpa

Copyright TRG Inc.

Job Descriptions

• Tell them what their job is,

• Tell them what is expected in terms of performance,

• Tell them how you will measure them,

• Staff know what is expected and how to succeed, this gives them motivation to perform.

Page 15: Motivating Without Money   Cpa

Copyright TRG Inc.

Career Path - ACM

• A McJob- can be defined as one that doesn’t lead anywhere. Is this what your staff believe?

• Show them where they can go, within the center and beyond,

• Define, document and publish the career path.

• When you have a map it is easy to work towards a goal.

Page 16: Motivating Without Money   Cpa

Copyright TRG Inc.

Career Path

Sample Agent Training Curriculum + Experience Map

Bus

ines

sLi

ne/G

roup

2B

usin

ess

Line

/Gro

up 3

Bus

ines

sLi

ne/G

roup

4B

usin

ess

Line

/Gro

up 1

NewAgent Hired

Call Handling with Close Monitoring4 Weeks

Side by SideCall Handling

1 weekQuality OK

6-12 Months Experience

Quantity at Standard

Fully Functional Agent BL1

Quality OKFully

Functional Agent

Any Agent6 mths plus

3 Months Experience

Call Handling with Close Monitoring

Quantity at Standard

Quantity at Standard

Agent with 12 mths. Exp. From

Line 1 & or 2 Quality OK

8 Months Experience

Quantity at Standard

Quality OK

Call Handling with Close Monitoring2 Weeks

New Agent With Min. 6 mths or Bus. Line 1 & Good Quality &

Quanity

5 Months Experience

Fully Functional

Agent

Side by SideCall Handling

3 Days

KnowledgeMaintenance

Tests

KnowledgeMaintenance

Tests

Basic Training2 Weeks

Line 2 Training1 Week

Line 3Training 1

3 Days

Line 4 Training1 Week

Call Handling with Close Monitoring1 Weeks

KnowledgeMaintenance

Tests

Fully Functional

Agent

KnowledgeMaintenance

Tests

Page 17: Motivating Without Money   Cpa

Copyright TRG Inc.

Peer Feedback

• Empowers staff to share their knowledge.

• They will also learn through coaching,

• Coaching, mentoring benefits both the giver and the receiver.

Page 18: Motivating Without Money   Cpa

Copyright TRG Inc.

Recognize What’s Important

• Performance,

• Improvement,

• Leadership,

• Coaching/mentoring,

Page 19: Motivating Without Money   Cpa

Copyright TRG Inc.

Align Compensation to goals

• Match compensation to career path,

• Structure compensation for re-earnable element,

• Implement tactical programs to achieve tactical goals,

Page 20: Motivating Without Money   Cpa

Copyright TRG Inc.

Questions

Page 21: Motivating Without Money   Cpa

Copyright TRG Inc.

Thank You

Colin Taylor

[email protected]

www.thetaylorreachgroup.com

Connect with me on http://www.linkedin.com/profile?viewProfile=&key=1295924&locale=en_US&trk=tab_pro

Follow me on Twitter @colinsataylor