Some Unfinished Business

by Bill Kalmar

When finalizing my plans for a new year, it’s always gratifying to realize that all previous plans have been completed. As I recently went through this annual process, I noticed several issues affecting customer service and quality that I’d inadvertently left on the back burner. Consider this an early spring cleaning. With 10 inches of snow on the ground here in Michigan, it also prompts me to dream of warm weather and green, luscious golf courses.

Maybe it’s symptomatic of my being a senior citizen, but little things are beginning to aggravate me. As a starter, traipsing through the whole Medicare registration process is a calamitous journey that isn’t for the faint of heart. One needs a cadre of physicians, pharmacists, and legal beagles to assist in the navigation. It’s similar to a take-home exam, except most of the answers are not in the book. One can only hope that when the complicated package is completed, the road taken is a clear path to reduced health care costs and not some side road to confusion and refusal to provide reimbursement. Evidently meeting and exceeding the expectations of customers has yet to reach the Medicare process.

To make matters worse, it’s virtually impossible to contact any of the health care industry so-called “customer service centers” by phone to guide you through this process. Let me explain.

Several weeks ago, my wife, Mary, and I were at a local shopping center when I decided to contact one of these customer service centers. I called an 800-number and spoke to a delightful young lady who gave me the address of a center that was in the vicinity of the mall. Asking for the phone number presented the first impasse—I was told that the center doesn’t accept phone calls. Fair enough. Just give me directions from the mall to the service center because I had no idea how to get there. The delightful young lady had no idea on directions so I again asked for the phone number. This presented the second impasse.

I was politely informed that she wasn’t authorized to release the phone number and neither was anyone else in the office. I then asked for a supervisor and was told that a supervisor would call me shortly on my cell phone.

Mary and I then left the mall and went to a local restaurant for lunch. There we received a phone call from a health care supervisor who reminded me that not even supervisors were allowed to release phone numbers of these customer service centers. Being the politically incorrect person I am, I suggested that the governor’s office has a listed phone number, the White House handles calls, and I even have a 13-digit phone number for the Vatican. “Are the people in the customer service center more important than the Pope?” I asked and was given a polite “No,” but still no phone number. “Don’t the people who work in the office receive phone calls from spouses, children, and relatives?” Again the polite answer was, “I can’t answer that.”

Here’s where it gets zany. The supervisor asked me for the address of the restaurant where we were dining. When I inquired about the reason, she stated that she would provide me with Map Quest directions. After getting the address from a curious hostess who wondered why I needed the address of a location where I was already ensconced, I provided it to the supervisor. Sure enough, five minutes later I received a call back. Her opening words were: “First of all take a right hand turn out of the driveway. And there are eleven other instructions I will give you”.

Wouldn’t you think that just giving me the phone number would have avoided all this? My caustic comment stating “Is this what you do as a supervisor—preparing Map Quests for customers” didn’t sit well with her, but frankly I couldn’t blame her based on my condescending air.

I suggested that maybe a phone number could be provided for all these customer service centers in the state with a recording that states: “We do not accept phone calls but here are our hours and we are located between American Way and Customer Drive just north of Quality Street.” She took it under advisement.

When we finally located the office, the people were personable and professional. Guess what? All of them had phones. Go figure!

While I still have a burr in my saddle blanket, let’s discuss the issue of magazine subscription renewals. For years I have religiously renewed my periodicals after receiving a notice in the mail. I just assumed that it was time to renew. Some of the offers were too enticing to pass up, such as “pay for one year and receive the second year free” or “pay for one year and send a complimentary subscription to a friend.” I guess during these renewal times I neglected to thoroughly examine the mailing label to determine the expiration date.

Just recently I performed this tedious task on several publications I subscribe to and what a shock. One subscription doesn’t expire until the year 2012. It might just outlive me! Maybe I should make it part of my will so that I can pass it on to my children. Whatever the case, you can be sure I will be meticulous in reviewing expiration dates in the future before succumbing to another renewal notice. I realize that this is just part of good customer service but receiving a monthly copy of American Girl long after our children have flown the coop is a bit over the top for me.

Then there are restaurants putting cutesy monikers on restroom doors just to confuse us senior citizens. This seems to happen more frequently in themed restaurants. For instance a recent visit to the restroom in a seafood restaurant became an adventure. One door was marked “grouper” while the other was labeled “tilapia.” I opted for the “grouper” and fortunately made the correct choice.

I have been in restaurants in northern Michigan hunting country labeled “buck” and “doe” or “mallard” and “drake” and that doesn’t distress me. Or a country-dance emporium with “gents” and “gals” is fine. But when I’m under some pressure to enter the confines of commode headquarters is it necessary for me to understand the sexes of other species? I sure hope not.

Several months ago, I was at a restaurant that had clearly labeled the restroom doors as “men” and “ladies.” Just to confuse me, the other side of the door facing into the restroom was labeled “ladies.” Maybe some type of magical transformation was to have taken place inside, and for a moment I was discombobulated and looked around to make sure I was in the presence of other males. In any event, as a senior citizen it may be time to circumvent all these mind boggling choices and just bring a supply of Depends. When I’m searching for a restroom I really think that expecting me to take a quiz is unreasonable. The next time I’m in that situation, maybe the health care supervisor I mentioned previously could provide me with Map Quest directions.

I saw something interesting the other day about my favorite airline—Southwest Airlines. It seems the airline took a third-quarter pretax charge of $25 million for an early-retirement program. Here’s what caught my attention: Of the 8,500 employees eligible for retirement, only 606 accepted the offer. Having followed the culture and accomplishments of this airline for many years, I’d like to think that the majority of employees are extremely satisfied with their jobs and decided to stay on. The other option is that the offer was stingy, but until proven otherwise I can’t fathom that. In my estimation it’s still the best managed, most customer-friendly airline in the skies.

That pretty much clears off my back burner. I’m currently reading two new books: The Three Signs of a Miserable Job (Jossey-Bass, 2007), by Patrick Lencioni, and Jacked Up (McGraw-Hill, 2008), by Bill Lane, who was Jack Welch’s speech writer at General Electric for 20 years. The latter book has some interesting comments about why Welch ushered out Gary Wendt, the former head of GE Capital. Suffice it to say that “flatulence at meetings” isn’t an attribute that was high on Welch’s wish list.

Blog Note: This article appears courtesy of the Author. It also appears in Quality Digest.
Copyright © 2006 QCI International. All rights reserved.
Quality Digest can be reached by phone at (530) 893-4095.

About the Author:
William J. Kalmar has extensive business experience, including service with a Fortune 500 bank and the Michigan Quality Council, of which he served as director. He has been a member of the Malcolm Baldrige National Quality Board of Overseers and a Baldrige examiner. He’s also been named quality professional of the year by the Detroit Chapter of ASQP. Now semi retired, he’s a freelance writer for the Detroit News; writes a monthly column for Mature Advisor newspaper; is a mystery shopper for several companies; is a frequent presenter and lecturer; does radio voice-overs; and competes in duathlons.

The Heart of Work

by Tom Hinton

When I was a college student at the University of Maryland, I was very fortunate to land a part-time job in the Washington, D.C. area with a non-profit organization that served people with disabilities. My boss was named Robert. Despite the fact that Robert had been paralyzed from wounds he suffered in the Vietnam War, he was a positive and kind person who brought an abundance of excitement and positive thinking to the workplace. Even though he was confined to a wheelchair, Robert never let his physical limitations reduce his spirits. He was always upbeat and motivating. He was a great role model for us.

Robert expected good things from his employees and, in turn, he tried to instill in us a sense of responsibility to the organization and a commitment to give our very best, one hundred percent of the time.

Robert taught me several important lessons about leadership and how to succeed in the workplace. He believed that success in the workplace boiled down to two things --building positive relationships with other employees, and distinguishing yourself as part of the team.

When Robert talked about leadership, he was fond of citing the HEART acronym. He told us if we would lead with heart, we would always be successful regardless of the kind of business we managed or our rank or title. Here it is.

“H” stands for Humility. Never forget to check your ego at the door when you show-up for work. Always share the credit with those that got you there. If you are humble and give your team the credit for a job well done, it’s amazing how many people will want to be part of your team. Another part of humility is admitting you don’t have all the answers. Robert used to remind us that the best leaders solicit ideas and solutions from others because no two people see things the same. It’s just possible somebody else will have a good idea you didn’t think of! By the way, part of humility is acknowledging people for their good ideas. Humility is also putting the needs and interests of others first. Robert reminded us that the best leaders always put their teammates first. Great leaders are accustomed to being served last.

“E” represents Energy. When you arrive at work make sure you bring your best with you. Robert reminded us to put an extra jolt of energy and excitement in our voices when we answered the telephone or greeted a volunteer-member of the organization. He said that we should never forget that the person on the other end of the telephone line might be feeling down or in need of an emotional lift. Try to be the person who brings a little extra positive energy to the office because some people might have forgotten theirs.

Robert also told me that the fastest way to boost workplace productivity and results is to energize the workplace. Create a friendly, positive environment that invites people to give their best and enjoy themselves. Finally, Robert told us that there is no room in the workplace for toxic talk or negativity. Only positive energy would be allowed in his department. That’s why Robert never complained about the weather, the traffic, or his physical limitations. Although he was uncomfortable and suffered some physical pain, he never showed it. In fact, he always celebrated life to its fullest each and every day. Whenever we saw Robert wheeling around the office, we quickly realized that any complaints we had about life paled in comparison to what he had overcome.

“A” is for Abundance. Regardless of the cards life deals us, Robert believed that every person was capable of creating abundance in their life. He was a shining example of this. He took stock of his talents and attributes and did the best he could with them. If Robert awoke in the morning feeling sorry for himself or angry because he had lost the use of his legs, we never saw a hint of this. By the time he rolled into work, he had transformed any frown or physical discomfort into a smile and he was focused on doing the best he could.

Robert also taught us something else about abundance. It had little to do with money or possessions. When Robert spoke about abundance, he would always talk about the emotional aspects of abundance -- the heart and soul of abundance -- our ability to serve others. “The well of abundance never runs dry,” he was fond of saying.

“R” is for Respect. At work, we were frequently reminded to respect the needs of our members and each other. “Every human being deserves respect,” Robert would tell us. He also reminded us that there would be times during the day when someone would call our office and wouldn’t know how to ask for help. Perhaps it was their sense of pride or their inability to face their physical limitations. But, it was very important that we listen to each caller and give people a chance to work through their pain and anger. In the end, Robert reminded us, everyone wants to know you’re their friend; that you care about them as a person. This was Robert’s definition of respect. He understood that human dignity, when reduced to its lowest common denominator, amounted to kindness, caring, and understanding.

“T” represents “Think.” If there was one thing that got Robert hot under the collar it was when people opened their mouths before they put their brains in gear. Robert insisted that we think about what we wanted to say before we said it, and planned what we wanted to do before we did it! He encouraged us to write drafts before we sent a letter. Robert also suggested that we script-out our calls to prospective members before dialing the number so we didn’t get tongue-tied or lost in our thought process. It was good advice.

Robert, who served as a First Sergeant in his U.S. Army company, told us that when you are under fire in a combat situation, you learn quickly to think, or you might not survive. His military training and quick thinking saved his life when his company came under heavy enemy fire for several hours. Despite his wounds, he kept his cool and was able to drag himself and two wounded comrades to safety. His valor earned him a Silver Star. His story was a powerful reminder of why it’s important to train your mind and discipline your thought process so you can react calmly and quickly in any situation.

Twenty-five years later I still use Robert’s HEART acronym. I am also appreciative to have had the kind of boss who genuinely cared about his employees and was willing to give us many special gifts that would last a lifetime. Now, whenever I hear people talk about the heart of work, I think fondly of Robert and the heart he gave all of us who worked with him.

About the Author: Tom Hinton is president of CRI Global, LLC and is recognized as America's leader on Business Excellence. Tom is also a dynamic business speaker who helps his clients create a culture of excellence in the workplace. He can be reached at tom@criglobal.com

Tom Hinton of ACC Assesses Most Profitable Companies

by Tom Hinton

In reviewing the results of the Fortune 500 rankings and profit numbers from the second half of 2006, it might surprise you that many of the most profitable companies are not household names. In fact, none of the top ten companies that posted the biggest percentage increases in profits from 2005 to 2006 are US companies. What’s even more surprising, three of the five companies that had the highest percentage gain in profits during the second half of 2006, are in the food services business.

While the ten most profitable companies in 2006 remain household names (ExxonMobil, Royal Dutch Shell, BP, Citigroup, Bank of America, General Electric, Gazprom, Pfizer, and Chevron), those rankings are certain to shift with the downturn in the US economy. Future financial fortunes are shifting from the US to more prosperous markets in Asia, China, India, and South America.

As the United States struggles through a recession in 2008 -- and Japan, Germany, France, China, and Britain try to avoid getting whipped by the American economic backlash -- investors are looking to top-performing foreign companies that are well-positioned to withstand America’s recessionary fallout.

Here are five companies worth examining based on their profitability, superior customer service, strong global positions, and capable leadership.

At the top of the leader board for most profitable companies in 2006 is Compass Group, a British-based company that is considered the market leader in providing food and a range of selected support services to customers in the workplace. Compass Group ranked Number One in “biggest increase in profits during the second half of 2006 with a whopping percentage increase of over 27,000%. That’s right! Mergers and acquisitions certainly helped Compass Group’s bottom line in 2006.

Edeka Zentrale, which ranked Number Two for the biggest increase in profits for the second half of 2006, is Germany's leading food retailer and wholesaler with more than 13,800 outlets which operate as largely independent retailers supplied by its own regional food wholesalers. Edeka Zentrale enjoyed a 3,000% increase in profits from 2005 to 2006.

Alcan was the third most profitable company during the second half of 2006. Alcan has evolved into one of the globe’s leading suppliers of bauxite, alumina and aluminum, and a top-ranked provider of engineered and packaging materials, delivering increased productivity, competitiveness and profitability to customers around the world.
Alcan has some 68,000 employees, including its joint ventures, in 61 countries and regions. It’s based in Montreal, Canada with 2006 revenues of $23.6 billion and a handsome profit gain of over 1,200% from 2005.

China Life Insurance Company captured the fourth spot with 2006 profit gains of 595% as compared to its 2005 performance. China Life provides annuity products and life insurance to individuals and groups in China. The company offers products and services, such as individual and group life insurance, accident, and health insurance. It distributes its products through its direct sales representatives; agents; intermediaries; and commercial banks, postal savings, and cooperative saving institutions. The company was founded in 1949 and is headquartered in Beijing, China.

In the number five spot is Royal Ahold based in Amsterdam, Netherlands. Ahold is an international group of quality supermarkets with operations in the United States and Europe. Among its US brands are Stop & Shop, Giant Foods, and Peapod.com which provides internet-based shopping and grocery delivery for other brands. Ahold enjoyed a 582% increase in profits in 2006.

While the United States will spend most of this year in a recession as a result of its mismanaged war spending and sagging consumer confidence, there are several financial opportunities on the horizon as more foreign companies emerge as profit leaders in 2008.

About the Author: Tom Hinton is president of the American Consumer Council. Tom is a popular speaker at business conferences and corporate events. He can be reached at tom@americanconsumercouncil.org

New Year's Resolutions for Everyone Except Me!

by Bill Kalmar

Now that I have your attention, let me explain. This year I will enter a very special age group, namely, those people eligible for Medicare. The magical age of 65 provides one with certain mystical rights—Medicare benefits, of course, which means we’ll be swimming in extra disposable income. Yeah, right! And how about another increase in social security benefits without having to endure a performance review! And most importantly, the removal of all vestiges of political correctness, as if that ever encumbered me!

An added benefit is moving into the 65–69 age group for competing in sporting events or, as it’s sometimes referred to as “65 to death.” For those of you who may be runners you know that I will now be the youngest in a group of runners vying for prizes given only to the first three finishers in each age group. Not that this makes for a significant advantage because in my last 10K (6.2 mi) race, I was roundly beaten by a 72-year-old. I wonder if he passed the drug test.

In any event, I no longer have to make any New Year’s resolutions because changes to my lifestyle at this juncture could be injurious to my health, well being, and mental acuity. For me to make any personal resolutions would be a waste of time and thus I’m making them for all of you. Just chalk it up to senility.

Here’s what I’m proposing for 2008:

• I resolve that all wait staff in restaurants pay attention to me while taking my order and quit looking around to view other activities that may be going on in the restaurant. If I’m not the center of attention then perhaps my waiter should extract the tip for my meal from the people he or she is so attracted to. Is it too much to ask that the wait staff at least appear to be focused and interested in providing me with exceptional customer service?

• Speaking of restaurants, I resolve that all establishments serving food leave the hot water valve on in the restrooms. How many times have you encountered a restroom sink that only has cold water? I have a confession to make in that regard. On a regular basis when I discover a lack of hot water, I instinctively reach under the sink and turn on the hot water valve, which inexplicably has been turned off. On some occasions, I have even used my handy Swiss Army knife to override the system. How the wait staff washes their hands with cold water is beyond me. So next time you visit a restroom at McDonalds, Wendy’s, or Burger King and the water is hot, you have me to thank for it.

• I resolve that all phone calls I make in 2008 don’t contain the message: “For quality purposes this call may be recorded or monitored by a supervisor.” Do we really believe that someone is hired specifically to listen to phone calls all day? At one point in my career I managed a customer service telephone area and we found it just as effective by practicing “management by walking around” and overhearing the representatives rather then listening to reams of recorded messages at day-end. If there is to be a phone message I recommend that it be: “For truth of disclosure purposes, this call is not being monitored because we’re tired of fooling you to make you think that it is.”

• I resolve that when executives are released from an organization the words “Leaving to devote more time to other activities and family” be fully explained. What are those other activities and what does his or her family have to say about the executive's sudden arrival on the home scene? Is the family happy and content or would they rather the executive just focus on those “other activities.” Just when you thought you have heard all the reasons for someone to depart an organization try this from global chief growth officer Thomas Hernquist who spearheaded Hershey Co.’s premium and dark chocolate portfolios and who resigned from the company effective December 31. Hernquist said he intends to work on ventures that “leverage strategic consumer insights.” Wow! That is just too cerebral for my soon to be 65 year old brain! Why couldn’t he have just said that he was pursuing other activities? Or my favorite: “Leaving so I can function in a jerk-free environment.”

• I resolve that the words “merger of equals” and “synergy” be banned from business jargon forever. We all know that there is no such thing as a merger of equals—Daimler-Chrysler certainly proved that. In a merger there is always one dominant party and thus synergy means “We will look for ways to combine our processes but ultimately we bought your company so our processes will be used.” If that sounds cynical on my part, I think it’s also realistic. I, along with many of you, have been through mergers and frankly none have been pleasant. So for 2008 let’s substitute the words “Full court press take no prisoners buy-out” for “merger of equals.”

• I resolve that when organizations release staff because of the company’s desire to “go in a different direction” that new “direction” or strategy should be spelled out to the remaining staff and the shareholders. What if the new direction is contrary to the expectations of those who will now have to implement it?

• I resolve that all meetings start and end on time. In that regard, let me share with you the thoughts of two captains of industry on being punctual. First, Bob Iger, President and CEO of Walt Disney:“Meetings need to start on time. I’m zealous about that because my day needs to be managed like clockwork. If people are late for meetings, the meetings tend to go late, which throws off my agenda thereafter. I frequently start the meeting even if all the people expected to be in attendance aren’t there. I don’t need to say to people, ‘Be on time’, they know.”

And this from Simon Cooper, president and chief operating officer of the Ritz-Carlton Hotel Co.: “I’ve always believed that if you’re late, it says something about the lack of value you have for other people’s time. Being on time for all meetings is the best use of time in the workplace. I hope I’ve instilled that in my staff. I certainly embarrass them if they’re not.” That pretty much sums it up for me. One other comment and that is at the end of a meeting if someone leaves without an assignment that person wasn’t needed at the meeting and shouldn’t be invited back for subsequent meetings on the same topic.

• I resolve that all establishments that imprint a survey request on receipts provide me with on the spot reimbursement for completing the survey. Over the years I have completed surveys for every department store, coffee shop, bagel store, and sundry other establishments without benefit of a thank you. Sure the receipt indicates that I have been entered into a drawing for $5,000 but I doubt it. Just the other day I asked the Barista at a local coffee shop if he was aware of anyone who had ever won a cash prize by completing a survey and of course the answer was a resounding “No.” So from now on, I want a free coffee or bagel for completing the form.

Well, those are just some of the resolutions for all of you for 2008. If I sound like the fictional deranged character Howard Beale from the movie Network when he said, “I’m as mad as hell, and I’m not going to take it anymore,” so be it. At my age I think I’ve earned it and, yes, I am feeling a bit deranged from service expectations not being to my liking especially when it comes to hot tap water in restrooms. Does Medicare cover my idiosyncrasies?

Just so you don’t think that I’m bonkers, I want to make one resolution of my own. That is that you the readers of QualityInsider continue to invite me into your offices and homes for another year. I thoroughly enjoy the relationship with the experienced and professional staff of the publication and how they make me look so good each month. I also resolve to provide you with some thoughts on quality and customer service and other pertinent topics that hopefully you will find interesting, informative, and perhaps even humorous.

Now time to retreat into my ice-covered hammock. If some of my resolutions have left you perplexed and troubled just keep in mind the words of comedian Joey Adams when he uttered: “May all your troubles last as long as your New Year’s resolutions.”

About the author
William J. Kalmar has extensive business experience, including service with a Fortune 500 bank and the Michigan Quality Council, of which he served as director. He has been a member of the Malcolm Baldrige National Quality Board of Overseers and a Baldrige examiner. He’s also been named quality professional of the year by the Detroit Chapter of ASQP. Now semi retired, he’s a freelance writer for the Detroit News; writes a monthly column for Mature Advisor newspaper; is a mystery shopper for several companies; is a frequent presenter and lecturer; does radio voice-overs; and competes in duathlons.

Training the Pig to Sing

An old saying has guided me through the years—“Never try to teach a pig to sing. It wastes your time, and it annoys the pig.” A recent article in the Wall Street Journal in the Cubicle Corner section was written by a good friend of mine, Jared Sandberg. In “Bad At Complying? You Might Just Be a Very Bad Listener,” Jared describes a two-day course in the power of listening that he attended. These soft-skill courses—I call them behavioral interventions—have plagued my career for as long as I can remember, and I’ve been trained beyond my intelligence. One of the advantages of my retirement is being removed from those mind-bending courses.

In the above article, Jared describes a situation where the boss is trying to fix someone with training. “There’s fluorescent lighting, stain-resistant carpet, and motivational posters with puppies, elephants, or monkeys.” Is it coming back to you now? Are you having the same heart palpitations I had when I recalled a similar setting?

These behavior-altering courses cover leadership, team building, conflict resolution, how to deal with incorrigible employees, and charting your management style, to name just a few of the sessions designed to improve your thinking.

I don’t want to seem cynical, but, by and large, people’s behavior cannot be altered. And, just for the record, I’m an annoyed pig.

Victims of these courses quickly learn what’s unacceptable behavior and then camouflage their own behavior from then on. Deep-down, nothing has changed. It’s the old “getting along to get along.” Corporate survival dictates that we wholeheartedly absorb all these recommendations, but how many of us have sleep-walked ourselves through these sessions? Let’s see a show of hands. My hand is up.

I’m not talking about training that provides instruction on new products, a new computer system, diversity training, or a whole myriad of areas that one needs to keep pace with technology. I know people who are involved in such training, and I value their contribution to this line of work. Nonetheless, let me provide some examples of fluff training that I think should be relegated to the “cemetery of bad ideas.”

In a previous career I was a trainer and provided some of this fluff. Nothing seems to account for some of the foolishness I dispensed in the name of training.

One of the ridiculous techniques I taught in a course on quality improvement was to have the attendees take off their shoes and then place them on the opposite feet. I’d ask, “Now how do you feel?” They’d say, “It’s awkward,” “It hurts,” “Let’s go back to the old way.” Then I would counter with, “Change is always difficult, and we just want to return to what was more comfortable.” It’s a wonder someone didn’t throw a shoe at me.

A friend of mine who’s nearing retirement recently attended an internal course entitled “Left Brain, Right Brain.” Many people in his department upon seeing the curriculum tried to opt out, but the corporate all–knowing hierarchy indicated otherwise. My friend said that it was a complete waste of time and at the end of the day he didn’t know if he was left-brained logical and objective or right-brained random and intuitive. He just knew that he was brain dead.

How about the team-building exercise where people are asked to fall backwards into the hands of their cohorts to illustrate trust? Here’s one I saw at a major automaker: People were passed through a labyrinth of rope squares by their associates. This was also done to engender trust but other than a couple of rope burns and some unintentional groping it seemed like another candidate for the cemetery of convoluted ideas.

Many years ago, a financial institution I worked for introduced “Grid Training” for management. For a torturous week we were barricaded in a hotel where we had to determine if we were 9-1s, 9-9s, 1-9s or some other number that would indicate our management style. The sessions were brutal and lasted until well after midnight; many people left in disgust. Senior management never indicated how this would improve the company, and it never did. We were all supposed to emerge equally focused on work and the feelings of others. The senior management team comprised the usual number of ogres, and improvement never happened.

In researching this article, I solicited examples of training sessions that left people discombobulated or flummoxed, but not wiser. One corporate elixir that came back repeatedly was training for 360-degree reviews. Most felt that feedback from superiors, peers, and underlings had turned into “I’ll scratch your back if you scratch mine.” As one respondent commented, “If people had been honest with their reviews, it would have been the end of several amicable working relationships”.

Before you conclude that I’ve fallen out of my hammock and hit my head, I’ll admit there are several training sessions that still resonate positively with me, some of a behavioral nature. The three days of training in the Baldrige process is a valuable session that explores in detail the inner workings of companies, starting with leadership and working your way through workforce resources, strategic planning, and concluding with organizational performance results. If you’re accepted as a Baldrige examiner, it’s free.

A course proven to be valuable in interacting with people, particularly for conflict resolution, is “DISC Training,” which provides guidance in the communication style and preferences of others and how to best “flex” to meet the communication needs of those important to you. It’s understanding people as they are and how to work effectively with them.

Through their Leadership Center The Ritz-Carlton offers a variety of courses that provide insights into its culture and philosophy of hiring people with positive attitudes who don’t require any fixing. The center is a resource for organizations interested in benchmarking many of the business practices that led to The Ritz-Carlton becoming a two-time recipient of the Malcolm Baldrige National Quality Award. These are courses that are appropriate for any company interested in raising their customer service to a higher level. The courses also review the elements of developing a strong management team.

Another stellar training organization is the Disney Institute. Removing barriers that inhibit performance excellence is an integral part of the module.

A behavioral training course that still influences me is “The Executive Technique.” This is a two-day course on developing communication skills, such as organizing and delivering a real-life communication from your listener’s perspective, creating visual aids, how to maintain control of difficult question-and-objection situations, and even a session on proper business dress and etiquette.

And I would be remiss if I didn't mention a resource in my backyard, namely Eastern Michigan University which offers a potpourri of multiple-day courses in quality and continuous improvement in their Center for Quality.

Anther friend of mine, Tom Hinton, who is with CRI Global (out of California) summed up the behavioral-training mystery this way:

“Years ago, when we trained clients in the areas of leadership, customer service, and business excellence, they would thank us, pay us, and then go back to business as usual. Today, our clients are engaged in the training process. Today, clients want to know what results they can reasonably expect from their training investment. Leaders also want to know what they need to do on Monday morning to keep the training lessons fresh in the minds of the employees. I think the reason for the change among leaders is two-fold. First, leaders are now more accountable than every before for organizational success. Second, I think most leaders generally want to move their organizations from good to great by creating a culture of excellence.”

Well said!

Tom Peters once said, “You should not train anyone in a topic that he or she cannot implement within the workplace within 72 hours.”

Finally, this comment from a former colleague: “Most management behavioral-training classes are worthless in that they are either inane or the brass does nothing to reinforce the taught behavior.”

There are people like me, who have been trained beyond their intelligence, and there are others like the pigs, who are annoyed even when asked to be in a training session. Rather than spend money and time trying to make attitudinal changes, perhaps the answer is to jettison these recalcitrant, irascible employees from the company. A recent incident chronicled by USA Today brings this into focus and clearly illustrates my point:

“Owning up to its bad management, the City Council in Ashland, Oregon, has decided to throw itself on the civic version of a therapist’s couch. The six-member council, plagued by bickering, sniping, and profanity at its public meetings, agreed to spend $37,000 of taxpayer money for professional help to learn how to get along.”

I can imagine the chaos that will ensue when members are passed though a labyrinth of ropes or asked to fall backwards into the trusting arms of their colleagues. After reading about this organizational meltdown, I’ll take my chances training pigs.

In the meantime, I’ve made the transition into retirement not knowing or caring if I’m left-brain or right-brain, or if I’m a 9-1 or a 9-9. The best part? No more role-playing! Now, if I could just figure out a way to correct the aberration in my feet from wearing my shoes on the opposite foot during the training session...

About the Author:
William J. Kalmar has extensive business experience, including service with a Fortune 500 bank and the Michigan Quality Council, of which he served as director. He has been a member of the Malcolm Baldrige National Quality Board of Overseers and a Baldrige examiner. He’s also been named quality professional of the year by the Detroit Chapter of ASQP. Now semiretired, he’s a freelance writer for the Detroit News; writes a monthly column for Mature Advisor newspaper; is a mystery shopper for several companies; is a frequent presenter and lecturer; does radio voice-overs; and competes in duathlons. He can be reached at Billmarykalmar@aol.com

Where Do I Begin with a Small Business Idea?

It goes something like this...
Your spouse or friend says to you, "Hey, I have an idea for a new business. I want to open a bakery in town. We need a good bakery."

Okay, that's a good start. But before you encourage your friend or spouse to invest any more time or money in his/her brilliant idea, let's consider a few key questions:

1. Realizing that most businesses draw their customers from a five-mile radius (in large metro areas), how many bakeries are currently in business now?
2. Have you visited those bakeries to determine which are independent and which are supported by a large chain? And, did you factor in grocery stores, donut shops, restaurants that sell cakes and pies, and other specialty shops that will compete with you?
3. Do you have a simple business plan that includes potential revenue and expenses. This plan should factor in such costs as lease space, utilities, the cost of good/services for your bakery, insurance, business licenses, taxes, and employees since you cannot physically do everything.
4. Have you spoken to your local chamber of commerce or credit union manager to determine how much this new business will cost? And, did you ask them if anyone else is planning a similar business start-up?
5. Can you make a profit in your first year? If not, you will need to draw down on your savings account. Is your idea worth it? Be sure the answer is an emphatic "yes!" Otherwise, you will be very unhappy if your business idea flops... and most new small businesses don't succeed because they had poor business plans.

These are just a few of the key questions you need to consider before you really start to invest too much time and money in your small business idea. Remember, the more consideration you give it, the better your chances of success. Think it through and get good advice before you launch. Good luck!

Small Business is Vital to Your Community's Growth

The lifeblood of every community -- from Boise to Beijing to Bombay -- is small business. From the corner bakery to the coin-operated laundry, every community needs small businesses. They provide valuable services, employ people, and provide a significant portion of the tax base that sustains small towns. While every small business starts with an idea or a dream, most small business owners don't have the experience or know-how to ensure their success. Small Biz Answers can help. We want to help guide you as you make decisions on matters such as hiring, legal, accounting and bookkeeping matters, insurance, renting storefront, and obtaining licenses to do business. While Small Biz Answers would be the first to you to always seek the advice of experts in these areas, our goal is to offer free advice and help you get pointed in the right direction. We hope Small Biz Answers can help you achieve your dreams and save you lots of money in the process!