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Keeping Good Companies
Journal of Chartered Secretaries Australia Ltd
September 2004
There
are many ways to build trust with your clients. Some ways are easier
than others, and some ways are actually rather obvious.
Simple things can help build trust, for example,
doing what you say you are going to do, phoning when you say you
are going to phone, arriving at meetings on time and with the all
the information that you said you would bring. Being reliable builds
trust as it makes most people feel their needs will be met and they
will feel that they can depend on you. Another way of building trust
is to ask questions and then be prepared to listen fully to the
answer.
With
how many businesses have you had contact with that provide you slow
service, are late with their delivery or, worse still, provide no
service at all? Have you dealt with businesses that say they will
call you back, but never do? Or perhaps they do so days later, saying
that they 'forgot'? And what about the business that finally delivers
its product and it isn't what you wanted, being different in size
and appearance to the product you ordered last time, when it was
supposed to be exactly the same!
Clients need consistency in their experience
with your business. This means they need to see the same thing each
time. If a client experiences one thing the first time and something
different the next time and the time after that, what message does
the client receive? That you are disorganised and consequently that
you can't be trusted!
If
you want your clients to 'trust' your business, you need to get
'organised' so that the service and delivery that clients see each
time meet the expectations that you have established - by being
the same. We all know the McDonalds story, but just to highlight
its moral, a large part of McDonalds success is its ability to replicate
experiences across a large number of outlets, so that your experience
is the same no matter which McDonalds you enter.
So how do you get organised to build trust?
It starts firstly with you, the individual. You need to lead by
example and create a chain of events that will directly affect the
product and service of your business. Your business is the sum of
individuals who work in it.
If
your business is disorganised, it is because you are disorganised.
How you work will be reflected throughout your business and your
clients will see and know it. Have you ever changed suppliers because
you weren't getting the service you expected? I know many people
who have.
Why are you disorganised?
Are you disorganised because of your habits? Is it tradition? Or
perhaps you were trained that way.
Habit
What is a habit? The Australian Collins English Dictionary describes
a habit as being 'an acquired pattern of action that is difficult
to break'. Sometimes we are disorganised simply because of a habit
we have learnt from a colleague, something we picked up at school
or college, or something that we learnt on the job. By performing
the same action or tasks without even thinking about what we are
doing, why we are doing it, or for whom we are doing it, we demonstrate
that we working on 'auto-pilot' - without thought.
So what does it take to break a habit? It requires
change. First of all you need to clearly identify what that habit
is that you want to change, and then search for a better way of
doing it.
Tradition
'That is the way we have always done it here'. How many times have
you heard this? Those few words can be very expensive words for
any business. 'Tradition' is not necessarily compatible with 'keeping
up with the times' and helping you stay organised. With the affordable
availability of information technology items available today (personal
organisers, computers, phone and message systems), the 'traditional'
way of working may in fact be what is holding you back from getting
organised. Breaking out of tradition requires a new way of thinking
and for you to identify better ways of working.
Training
When you originally started your job, you may have been trained
to perform activities in a specific way, either by a colleague or
a team member. This one-on-one training can be effective for getting
you 'on the job' quickly, however it may also mean that there is
no one, right way for the job to be done. Until questioned, you
no doubt continued working away happily thinking that you were doing
things the right way. When asked why you are doing an activity 'that
way' when it should be done 'this way', you explain that this is
how you were taught. On further investigation it is revealed that
you were 'trained' the wrong way. How many times have we heard this
story? Often something as simple as clear written instructions can
help prevent any misunderstanding and provide the best possible
training.
So, are you disorganised because of habit or
because that is the way you have always done it here, or is it simply
because you weren't given the correct training in the first place?
No matter which reason applies, if you keep working the same way,
you can continue to expect the same results.
Making Changes
Are you ready to overcome whatever is holding
you back and make the changes to become more organised? Let's start
by asking five important questions:
- Do you know what is holding you back from being organised?
Do you fear change, or are you perhaps a little ashamed to admit
that you don't know what to do, or where to go to for help? Or
are you an expert in your field and feel that you should know
how to do everything, so seeking outside help could be perceived
as a weakness? But would it? Remember, 'when the student is ready,
the teacher will come'. So just ask for help, and it will arrive.
- Are you concerned about how much
time it will take to get organised?
Yes, it will take some time, but the benefits will more than justify
the investment. How much money are you wasting now by doing the
ordinary things the hard way, when you could so easily be doing
ordinary things the exceptional way?
- Do you 'procrastinate' about getting
organised?
The solution to procrastination is action, any action, as long
as it is moving forward. Look at what small things you can do
to make tasks manageable rather than being overwhelmed by the
bigger picture. Doing a lot of small things can add up to doing
one big thing. Take one step at a time.
- Do you spend 'extra energy' trying
to cover up how disorganised you are?
When your client calls for the third time asking when their product
is going to be delivered, do you make a feeble excuse as to why
it has not arrived, or do you own up to the fact that you have
misplaced their purchase order? Do you then go into panic mode
that uses extra energy to process the order immediately so that
this time you don't forget!
- Are you disorganised because you
haven't done the simple things?
Could some of your disorganisation be easily fixed by doing the
equivalent of simply tightening a screw. Do you need better filing
systems, more storage, or just need to find a home for everything,
and put everything in its place? Could you be making your work
much easier than it currently is with just a few simple solutions
that don't cost a penny? For most people the answer is yes!
Are you ready to take the big leap of faith?
Here are five strategies that will help you
to get organised and will ultimately help you to build trust.
- Tasks: maintain a master list of all the tasks you have to
do
We recommend you use a contact management program such as ACT!
or Outlook. By using a computerised system, you can easily keep
it updated and schedule due dates and reminders.
- Timetable: maintain a weekly timetable
Give yourself an overview of the week ahead. This helps give you
a good overview on where your time is going during the week and
why you don't have time to get organised. Only use your timetable
for scheduled events, not to track items on your task list. As
well as allocating time for all work-related meetings, make sure
you schedule time for yourself to actually complete your work.
- Paperwork: maintain the flow of paperwork
Clear the clutter on your desk and sort out your paperwork into
files for example Monday - Friday or, if you work on projects,
then create files relating to how these projects work. Create
a system that you like and one that works for you.
- Prioritise: decide your top five priorities each and every
day
Decide what your top five priorities are for the day, decide how
long these top five items will take to complete, and then decide
if you will be able to complete them during the day. Check your
timetable for available time, and then see if the top five priorities
can be accomplished in the day.
- Review: make reviewing points 1-4 above a habit
It takes time to get organised, and while it may take you 15 minutes
to plan for the next day, in truth, it could save you an hour
or more. Or worse, if you don't, you could lose a client. Which
would you prefer? I know which one I would prefer. The reality
is that even with the best-laid plans for the day, clients may
need your urgent attention and you may have to drop everything
and deal with the situation. If this is the case, then reprioritise
your top five plans and review your time available for the next
day. Don't ever stop.
Improving how you work is about making choices.
You need to realise the areas in which you need to change how you
work. The road to being organised can be challenging, however, with
the right support to guide you to make changes one step at a time,
you will climb further up the ladder of organisation than you ever
expected.
Get organised and build trust!
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