put the human back in resource - clientsuccessinfo.clientsuccess.com/hubfs/cs100 summit 2017...
TRANSCRIPT
![Page 1: Put the Human Back in Resource - ClientSuccessinfo.clientsuccess.com/hubfs/CS100 Summit 2017 PDF... · Put the Human Back in Resource platinum sponsor. Intros: Me • Strategy •](https://reader035.vdocuments.us/reader035/viewer/2022070812/5f0b8aac7e708231d43106d1/html5/thumbnails/1.jpg)
Jessica WeiszCOO
SoapBox
Put the Human Back in Resource
platinum sponsor
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Intros: Me
• Strategy
• Change management
• Client services
• Online and mobile experience
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Intros: Me
SoapBox makes the workplace more human and higher performing.
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Intros: Me
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Intros: You
• Customer size?
• Team size?
• Business type?
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Intros: You
What is your job?
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Conferences like these make my head spin
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Stuff gets in the way of my team being higher performing.
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How people work (the day-to-day thoughts, emotions, activities) matters just as much as what
people work on (strategy, plans, tactics)
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Plan for our time
1. What gets in the way of employee performance
2. Why this matters
3. What to do about it
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Onboarding Adoption Renewal and growth
The customer experience
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Onboarding Doing their job Review and promotion
The employee experience
Onboarding a new customer
Churn of high-value customer
Friend at work leaves the
team
Shift in strategyChange in
compensation
Massive amount of customer
renewals
Ideal logo not gaining traction
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✓ Item QTY. ✓ Item QTY.Mean customer Product feature needNo show call Process changes requiredPerson that doesn’t email back Clarity on strategyToo many clients to juggle Clarity on team goalsPoor fit with value prop Professional growthNo time for product Salary increaseChange in main point of contact Compensation structureToo many customer priorities Bugs in the system
Misalignment with salesDropping ballsProduct roadmap surprises
All items will be resolved at the managers discretion. If too many are ordered there is a risk of burnout.
Company cultureTotal
Start-up HotelCSM Woes Laundry List
1 Scale-up Street, High Rent City, Anywhere
Name _________________________________ Date________________________________ Employee No.__________________ Slack Name______________________________
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The negative cycle
Disengagement Poor Performance
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WHAT GETS IN THE WAY OF EMPLOYEES BEING AWESOME
Managers.Specifically, managers doing the wrong role and the wrong
tactics, consistently.
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WHAT GETS IN THE WAY OF EMPLOYEES BEING AWESOME
Managers.Specifically, managers doing the wrong role and the wrong
tactics, consistently.
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Typical SaaS Org. Chart
CEO
HR Finance Marketing
People doing stuff
More people
Likely even more people
Sales
People doing stuff
More people
Likely even more people
Success
People doing stuff
More people
Likely even more people
Office Manager
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Recognition
Celebrations
Communications
Career planningHealth and
wellness activities
Training programs
More employee engagement
surveys
Performance evaluation revamp
Employee
Typical HR-led Engagement Tactics
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WE KNOW WHY
“Managers account for at least 70% of the variance in employee engagement
scores…”Gallup’s State of the American Manager
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Thing that makes you go hmmm:
Have you had a bad manager? How did you feel Monday morning?
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WHAT GETS IN THE WAY OF EMPLOYEES BEING AWESOME
Managers.Specifically, managers doing the wrong role and the wrong
tactics, consistently.
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Strategic Priority OutcomesStrategy planning
Implementation planning Implementation
Typically when employees are told what to do
The Management Flow
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The Management Iceberg of Ignorance
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Thing that makes you go hmmm:
Have you ever felt held back by an unaddressed opportunity, issue, or question?
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WHAT GETS IN THE WAY OF EMPLOYEES BEING AWESOME
Managers.Specifically, managers doing the wrong role and the wrong
tactics, consistently.
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“Employee Engagement is our Top Priority”
- CEO’s and their HR team for the past 16 years
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~18% US Workers ACTIVELY DISENGAGED
Not Engaged
~30% US Workers Engaged
2000 2016
HERE’S THE PROBLEM
Employee Engagement Scoreshaven’t changed in 16 years.
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Thing that makes you go hmmm:
How many times have you resolved to change and then fell back into old habits?
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RECAP:Poor management gets in the way of awesome employees.
1. Managers do the wrong role
2. Managers do the wrong tactics
3. Managers do this consistently
à Managers aren’t focused on motivating employees
à They aren’t aware of the real problems to solve
à And easily fall into old habits
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Plan for our time
1. What gets in the way of employee performance
2. Why this matters
3. What to do about it
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My team is everything.
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Why motivated employees matter
Your employees make or break your customer experience.
Your employees bring to life everything you learn at CS100.
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The old way of working wont cut it
🏭
⬇
📈
⚙
🏙
↕↔
🚀
🏅
⏩
LEGACY OF WORKING NORMS
THE NEW NORMAL AT WORK
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Plan for our time
1. What gets in the way of employee performance
2. Why this matters
3. What to do about it
![Page 38: Put the Human Back in Resource - ClientSuccessinfo.clientsuccess.com/hubfs/CS100 Summit 2017 PDF... · Put the Human Back in Resource platinum sponsor. Intros: Me • Strategy •](https://reader035.vdocuments.us/reader035/viewer/2022070812/5f0b8aac7e708231d43106d1/html5/thumbnails/38.jpg)
Onboarding Doing their job Review and promotion
The employee experience
Onboarding a new customer
Churn of high-value customer
Friend at work leaves the
team
Shift in strategyChange in
compensation
Massive amount of customer
renewals
Ideal logo not gaining traction
![Page 39: Put the Human Back in Resource - ClientSuccessinfo.clientsuccess.com/hubfs/CS100 Summit 2017 PDF... · Put the Human Back in Resource platinum sponsor. Intros: Me • Strategy •](https://reader035.vdocuments.us/reader035/viewer/2022070812/5f0b8aac7e708231d43106d1/html5/thumbnails/39.jpg)
✓ Item QTY. ✓ Item QTY.Mean customer Product feature needNo show call Process changes requiredPerson that doesn’t email back Clarity on strategyToo many clients to juggle Clarity on team goalsPoor fit with value prop Professional growthNot dedicating time for product Salary increaseChange in main point of contact Compensation structureToo many customer priorities Bugs in the system
Misalignment with salesDropping ballsProduct roadmap surprises
All items will be resolved at the managers discretion. If too many are ordered there is a risk of burnout.
Company cultureTotal
Start-up HotelCSM Woes Laundry List
1 Scale-up Street, High Rent City, Anywhere
Name _________________________________ Date________________________________ Employee No.__________________ Slack Name______________________________
![Page 40: Put the Human Back in Resource - ClientSuccessinfo.clientsuccess.com/hubfs/CS100 Summit 2017 PDF... · Put the Human Back in Resource platinum sponsor. Intros: Me • Strategy •](https://reader035.vdocuments.us/reader035/viewer/2022070812/5f0b8aac7e708231d43106d1/html5/thumbnails/40.jpg)
✓ Item QTY. ✓ Item QTY.Mean customer Product feature needNo show call Process changes requiredPerson that doesn’t email back Clarity on strategyToo many clients to juggle Clarity on team goalsPoor fit with value prop Professional growthNot dedicating time for product Salary increaseChange in main point of contact Compensation structureToo many customer priorities Bugs in the system
Misalignment with salesDropping ballsProduct roadmap surprises
All items will be resolved at the managers discretion. If too many are ordered there is a risk of burnout.
Company cultureTotal
Start-up HotelCSM Woes Laundry List
1 Scale-up Street, High Rent City, Anywhere
Name _________________________________ Date________________________________ Employee No.__________________ Slack Name______________________________
Standard onboarding steps Email templates
QBR outlines
↓
Confidence
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✓ Item QTY. ✓ Item QTY.Mean customer Product feature needNo show call Process changes requiredPerson that doesn’t email back Clarity on strategyToo many clients to juggle Clarity on team goalsPoor fit with value prop Professional growthNot dedicating time for product Salary increaseChange in main point of contact Compensation structureToo many customer priorities Bugs in the system
Misalignment with salesDropping ballsProduct roadmap surprises
All items will be resolved at the managers discretion. It too many are ordered there is a risk of burnout.
Company cultureTotal
Start-up HotelCSM Woes Laundry List
1 Scale-up Street, High Rent City, Anywhere
Name _________________________________ Date________________________________ Employee No.__________________ Slack Name______________________________
Hire additional CSMs ClientSuccess (a.k.a. Bliss)
↓
Relief
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✓ Item QTY. ✓ Item QTY.Mean customer Product feature needNo show call Process changes requiredPerson that doesn’t email back Clarity on strategyToo many clients to juggle Clarity on team goalsPoor fit with value prop Professional growthNot dedicating time for product Salary increaseChange in main point of contact Compensation structureToo many customer priorities Bugs in the system
Misalignment with salesDropping ballsProduct roadmap surprises
All items will be resolved at the managers discretion. It too many are ordered there is a risk of burnout.
Company cultureTotal
Start-up HotelCSM Woes Laundry List
1 Scale-up Street, High Rent City, Anywhere
Name _________________________________ Date________________________________ Employee No.__________________ Slack Name______________________________
OKRs All Hands meeting
Weekly review of metrics
↓
Focus
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This s!@# could all be wrong.
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THE ONE THING THAT MATTERS TO TEAM PERFORMANCE
Managers.Specifically, build a habit of having discussions with
employees about the things that matter most.
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But Jess, we’re 46 slides in and you haven’t given me a takeaway!
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Take all the notes you can.
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Then stop.
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And ask your team one question.
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What can I, our team, or you do to achieve our goals?
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Then go do the s!@# you learned about at CS100 that matters to your employees.
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Check out the Atlassian Team Playbook
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Make good one-on-ones and team meetings a habit with SoapBox
soapboxhq.com/goodtalk
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Do some tech-less introspection
What is your job?
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Thems a lot of slides. Boil it down for me again.
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Onboarding Doing their job Review and promotion
The employee experience
Onboarding a new customer
Churn of high-value customer
Friend at work leaves the
team
Shift in strategyChange in
compensation
Massive amount of customer
renewals
Ideal logo not gaining traction
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✓ Item QTY. ✓ Item QTY.Mean customer Product feature needNo show call Process changes requiredPerson that doesn’t email back Clarity on strategyToo many clients to juggle Clarity on team goalsPoor fit with value prop Professional growthNo time for product Salary increaseChange in main point of contact Compensation structureToo many customer priorities Bugs in the system
Misalignment with salesDropping ballsProduct roadmap surprises
All items will be resolved at the managers discretion. If too many are ordered there is a risk of burnout.
Company cultureTotal
Start-up HotelCSM Woes Laundry List
1 Scale-up Street, High Rent City, Anywhere
Name _________________________________ Date________________________________ Employee No.__________________ Slack Name______________________________
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The negative cycle
Disengagement Poor Performance
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WE KNOW WHY
“Managers account for at least 70% of the variance in employee engagement
scores…”Gallup’s State of the American Manager
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The Management Iceberg of Ignorance
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~18% US Workers ACTIVELY DISENGAGED
Not Engaged
~30% US Workers Engaged
2000 2016
HERE’S THE PROBLEM
Employee Engagement Scoreshaven’t changed in 16 years.
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THE ONE THING THAT MATTERS TO TEAM PERFORMANCE
Managers.Specifically, build a habit of having discussions with
employees about the things that matter most.
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What can I, our team, or you do to achieve our goals?
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Check out the Atlassian Team Playbook
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Make good one-on-ones and team meetings a habit with SoapBox
soapboxhq.com/goodtalk
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Do some tech-less introspection
What is your job?
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Jessica WeiszCOO
SoapBox
Put the Human Back in Resource
platinum sponsor