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Creating & Sustaining
A Culture of
Service Excellence
Creating & Sustaining a Culture of Excellence

THEO GILBERT-JAMISON
• Chief Executive Officer of Performance Solutions by Design,
  a consulting firm headquartered in Atlanta, Georgia that
  helps organizations across all industries create and sustain a
  culture of service excellence.
• Author of the popular leadership book The Six Principles of
  Service Excellence (published in 2005), and co-author of The
  Leadership Book of Numbers (published in 2008 & 2012).

• Prior to launching Performance Solutions by Design in 2003, Theo was Vice President of
  Training & Organizational Effectiveness with The Ritz-Carlton Hotel Company where
  she enjoyed a successful 17 year career.
• Key contributor, instrumental in implementing and sustaining quality processes and
  systems companywide that led to The Ritz-Carlton Hotel Company’s unprecedented
  Malcolm Baldrige National Quality Awards in 1992 and 1999.
• Works closely with diverse leadership groups and organizations, ranging from
  automotive, legal and financial services, to education, hospitality, healthcare, and retail.
Opening Quote

     The customer is the most important visitor on our premises.
          He is not dependent on us. We are dependent on him.
He is not an interruption of our work. He is the purpose of it.
        He is not an outsider of our business. He is part of it.
                   We are not doing him a favor by serving him.
     He is doing us a favor by giving us the opportunity to do so.

                                              --Mahatma Gandhi
Creating & Sustaining a Culture of Excellence


WHAT WE WILL COVER
• The Foundation for Creating
  & Sustaining a Culture of
  Service Excellence

• The Six Principles of Service
  Excellence Overview

• Creating an Action Plan to
  Drive Excellence
Creating & Sustaining a Culture of Excellence


OPENING QUESTIONS
• What challenges are you
  facing in creating and
  sustaining culture of service
  excellence? (for internal &
  external customers)

• What would you like to gain
  from this session?
Levels of Employee Engagement




  Non-              Believers      Change
Believers           (Engaged)      Agents
(Disengaged)                     (Fully Engaged)
Basic Service vs. Excellent Service

    SERVICE       EXCELLENCE
• Competent       • Passion

• Friendly        • Empathy / Compassion

• Timely          • Relationships / Engagement

• Listening       • Anticipatory / Proactive

• Clear           • Sense of Urgency
  Communication
                  • Exceeding Expectations
Creating & Sustaining a Culture of Excellence



             The Three Dangers
             That Impede the Achievement
                  of Service Excellence




Compromise             Lack of             Inconsistency
                    Accountability
The Roadmap to Sustaining Service Excellence




                     Development
                      Leadership
       Customer    SERVICE               Department
                                        Accountability
        Loyalty
                  EXCELLENCE
                     Work Environment
                       & Teamwork
Creating & Sustaining a Culture of Excellence

THE ROLE OF LEADERSHIP…
•   What is the definition of SERVICE EXCELLENCE?
•   Is high CUSTOMER LOYALTY important to your organization? If
    no, why? If yes, what is necessary for your organization to
    achieve high Customer Loyalty?
•   Is EMPLOYEE ENGAGEMENT linked to service excellence? If no,
    why? If yes, what does it take to create fully engaged
    employees?
•   What is the PURPOSE of leadership in your organization?
Customer Service vs. Service Excellence

  CUSTOMER SERVICE           SERVICE EXCELLENCE
Meeting Expectations        Exceeding Expectations
Compliance with Needs       Compliance and Anticipation
Meeting Standards           Exceeding Standards
Warm & Friendly             Accommodating & Flexible
Competent / Knowledgeable   Subject Matter Expert
Focus on Function           Focus on Purpose
Customer Satisfaction       Customer Loyalty
Customer Satisfaction vs. Loyalty

                     CUSTOMER
                      LOYALTY

           Personalized        Continuous
             Service          Improvement



                     CUSTOMER
                    SATISFACTION

                                       Easy, Effective
  Defect-Free      Warm & Friendly
                                     Problem Solution
Product/Service        Staff
                                          Process
Employee Engagement & Driving Excellence

EMPLOYEE ENGAGEMENT
                                      Curt Coffman
Service Excellence cannot be          Employee Engagement Global Practice Leader
achieved without PEOPLE! They         The Gallup Organization
must clearly understand:
                                       “We’re running as an
•   PURPOSE – What is my purpose?
                                      economy at 30 percent
•   ROLE – What is expected of me?          efficiency”
•   ACTIONS – What must I do?
                                             Only 3 out of every 10 employees
•   SYSTEMS – What processes are in
                                           Only 30 out of every 100 employees
    place to make me successful?       ….are working at their highest potential
Leadership Function vs. Purpose

  LEADERSHIP FUNCTION                    LEADERSHIP PURPOSE
• Manage and oversee department or    • Inspire, lead and motivate employees
  division operations                   to achieve greater goals
• Operate within budget               • Set the vision and mission for the
                                        department or division
• Hire and manage employees
                                      • Be a mentor, coach and role model
• Attend meetings
                                      • Ensure the team is aligned around a
• Control costs and waste
                                        common purpose
• Maintain and improve worker
                                      • Provide direction, praise and
  productivity
                                        recognition for a job well done
• Handle internal/external conflict
                                      • Develop the skill and talent of their
• Complete reports                      team

• Maintain safe work environment
Creating & Sustaining a Culture of Excellence


Creating a Culture of
                          Your role as a Leader is to
                          ensure that your service
SERVICE EXCELLENCE
                          philosophy is:
has a Trickle Up Effect
                          –   Known
  Senior Leadership       –   Clearly Understood
                          –   Relevant
      Managers
                          –   Aligned
     Supervisors          –   Discussed
                          –   Acted On
     Employees
                          –   Measured
Creating & Sustaining a Culture of Excellence




  THE SIX PRINCIPLES OF
   SERVICE EXCELLENCE
     Where are Your Gaps?
The Six Principles of Service Excellence



                        Senior Leadership
                   Alignment & Accountability

  Principle 2     Principle 3      Principle 4      Principle 5       Principle 6
  Business          Service       Intervention &   Organizational   Measurement &
  Objectives       Standards         Learning        Alignment       Leadership
                                     Strategy                       Accountability


                                    Principle 1
                           Vision and Mission Statement



  The Six Principles of Service Excellence is a comprehensive approach to effectively
improving the work environment, employee performance and the service experience for
                           your customers all in one initiative.
The Three Levels of Organizational Effectiveness


 Vision/Mission                    Level I
 Business Goals              CREATES THE BASIS FOR

 Service Standards             THE CULTURE


 Intervention &                   Level II
 Learning Strategy           CREATES THE BASIS FOR
                               SUSTAINABILITY
 Organizational Alignment

 Measurement &
                                  Level III
                             CREATES THE BASIS FOR
 Leadership Accountability       CREDIBILITY
The Six Principles of Service Excellence



                     Senior Leadership
                Alignment & Accountability

Principle 2    Principle 3      Principle 4      Principle 5       Principle 6
Business        Service        Intervention &   Organizational   Measurement &
Objectives     Standards          Learning        Alignment       Leadership
                                  Strategy                       Accountability


                                 Principle 1
                        Vision and Mission Statement




              Where are your Gaps?
Principle 6: Measurement & Leadership Accountability


   The 5 Steps to Employee Accountability

                STEP 1                  STEP 2
Strategy   Clearly Define
                     Intelligence   Involve Staff
                           STEP 5
                    Recognize & Coach
                STEP 3                  STEP 4
              Integrate              Measure
The Three Levels of Organizational Effectiveness


 Vision/Mission                    Level I
 Business Goals              CREATES THE BASIS FOR
                                THE CULTURE
 Service Standards

 Intervention &                   Level II
 Learning Strategy           CREATES THE BASIS FOR
                               SUSTAINABILITY
 Organizational Alignment

                                  Level III
 Measurement &               CREATES THE BASIS FOR
 Leadership Accountability       CREDIBILITY
Creating & Sustaining a Culture of Excellence

                                          Alignment
                                               +
                                         Consistency
                                               +
  EXCELLENCE =                          Accountability
  (Utilization of the Six Principles)
                                               +
                                          Teamwork
              Note:
       Service Excellence                      +
  cannot be achieved without
   these five basic elements!           Empowerment
Applying What You Have Learned
Personal Commitment to Excellence
      START                         STOP                   CONTINUE
• Balancing Function with    • Assuming my actions and   • Exemplifying the Service
  PURPOSE                      behaviors don’t impact      Philosophy of my
                               Service Excellence          organization
• Holding my team
  accountable for driving    • Allowing compromise       • Demonstrating the same
  excellence                                               level of service excellence
                             • Ignoring unacceptable       with internal and external
• Responding to my             behavior                    customers
  customers (internal/
  external) with a greater
  sense of urgency
Creating & Sustaining a Culture of Excellence



 “The Greatest Danger for most
 of us is not that we aim too high
 and we miss it, but we aim too
 low and reach it.”
                           --Michelangelo
Creating & Sustaining a Culture of Excellence




               Thank You!
 For More Information Visit Our Website Today
www.psbydesign.com / Telephone (770) 860-0198

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Creating a Culture of Service Excellence

  • 1. Creating & Sustaining A Culture of Service Excellence
  • 2. Creating & Sustaining a Culture of Excellence THEO GILBERT-JAMISON • Chief Executive Officer of Performance Solutions by Design, a consulting firm headquartered in Atlanta, Georgia that helps organizations across all industries create and sustain a culture of service excellence. • Author of the popular leadership book The Six Principles of Service Excellence (published in 2005), and co-author of The Leadership Book of Numbers (published in 2008 & 2012). • Prior to launching Performance Solutions by Design in 2003, Theo was Vice President of Training & Organizational Effectiveness with The Ritz-Carlton Hotel Company where she enjoyed a successful 17 year career. • Key contributor, instrumental in implementing and sustaining quality processes and systems companywide that led to The Ritz-Carlton Hotel Company’s unprecedented Malcolm Baldrige National Quality Awards in 1992 and 1999. • Works closely with diverse leadership groups and organizations, ranging from automotive, legal and financial services, to education, hospitality, healthcare, and retail.
  • 3. Opening Quote The customer is the most important visitor on our premises. He is not dependent on us. We are dependent on him. He is not an interruption of our work. He is the purpose of it. He is not an outsider of our business. He is part of it. We are not doing him a favor by serving him. He is doing us a favor by giving us the opportunity to do so. --Mahatma Gandhi
  • 4. Creating & Sustaining a Culture of Excellence WHAT WE WILL COVER • The Foundation for Creating & Sustaining a Culture of Service Excellence • The Six Principles of Service Excellence Overview • Creating an Action Plan to Drive Excellence
  • 5. Creating & Sustaining a Culture of Excellence OPENING QUESTIONS • What challenges are you facing in creating and sustaining culture of service excellence? (for internal & external customers) • What would you like to gain from this session?
  • 6. Levels of Employee Engagement Non- Believers Change Believers (Engaged) Agents (Disengaged) (Fully Engaged)
  • 7. Basic Service vs. Excellent Service SERVICE EXCELLENCE • Competent • Passion • Friendly • Empathy / Compassion • Timely • Relationships / Engagement • Listening • Anticipatory / Proactive • Clear • Sense of Urgency Communication • Exceeding Expectations
  • 8. Creating & Sustaining a Culture of Excellence The Three Dangers That Impede the Achievement of Service Excellence Compromise Lack of Inconsistency Accountability
  • 9. The Roadmap to Sustaining Service Excellence Development Leadership Customer SERVICE Department Accountability Loyalty EXCELLENCE Work Environment & Teamwork
  • 10. Creating & Sustaining a Culture of Excellence THE ROLE OF LEADERSHIP… • What is the definition of SERVICE EXCELLENCE? • Is high CUSTOMER LOYALTY important to your organization? If no, why? If yes, what is necessary for your organization to achieve high Customer Loyalty? • Is EMPLOYEE ENGAGEMENT linked to service excellence? If no, why? If yes, what does it take to create fully engaged employees? • What is the PURPOSE of leadership in your organization?
  • 11. Customer Service vs. Service Excellence CUSTOMER SERVICE SERVICE EXCELLENCE Meeting Expectations Exceeding Expectations Compliance with Needs Compliance and Anticipation Meeting Standards Exceeding Standards Warm & Friendly Accommodating & Flexible Competent / Knowledgeable Subject Matter Expert Focus on Function Focus on Purpose Customer Satisfaction Customer Loyalty
  • 12. Customer Satisfaction vs. Loyalty CUSTOMER LOYALTY Personalized Continuous Service Improvement CUSTOMER SATISFACTION Easy, Effective Defect-Free Warm & Friendly Problem Solution Product/Service Staff Process
  • 13. Employee Engagement & Driving Excellence EMPLOYEE ENGAGEMENT Curt Coffman Service Excellence cannot be Employee Engagement Global Practice Leader achieved without PEOPLE! They The Gallup Organization must clearly understand: “We’re running as an • PURPOSE – What is my purpose? economy at 30 percent • ROLE – What is expected of me? efficiency” • ACTIONS – What must I do? Only 3 out of every 10 employees • SYSTEMS – What processes are in Only 30 out of every 100 employees place to make me successful? ….are working at their highest potential
  • 14. Leadership Function vs. Purpose LEADERSHIP FUNCTION LEADERSHIP PURPOSE • Manage and oversee department or • Inspire, lead and motivate employees division operations to achieve greater goals • Operate within budget • Set the vision and mission for the department or division • Hire and manage employees • Be a mentor, coach and role model • Attend meetings • Ensure the team is aligned around a • Control costs and waste common purpose • Maintain and improve worker • Provide direction, praise and productivity recognition for a job well done • Handle internal/external conflict • Develop the skill and talent of their • Complete reports team • Maintain safe work environment
  • 15. Creating & Sustaining a Culture of Excellence Creating a Culture of Your role as a Leader is to ensure that your service SERVICE EXCELLENCE philosophy is: has a Trickle Up Effect – Known Senior Leadership – Clearly Understood – Relevant Managers – Aligned Supervisors – Discussed – Acted On Employees – Measured
  • 16. Creating & Sustaining a Culture of Excellence THE SIX PRINCIPLES OF SERVICE EXCELLENCE Where are Your Gaps?
  • 17. The Six Principles of Service Excellence Senior Leadership Alignment & Accountability Principle 2 Principle 3 Principle 4 Principle 5 Principle 6 Business Service Intervention & Organizational Measurement & Objectives Standards Learning Alignment Leadership Strategy Accountability Principle 1 Vision and Mission Statement The Six Principles of Service Excellence is a comprehensive approach to effectively improving the work environment, employee performance and the service experience for your customers all in one initiative.
  • 18. The Three Levels of Organizational Effectiveness Vision/Mission Level I Business Goals CREATES THE BASIS FOR Service Standards THE CULTURE Intervention & Level II Learning Strategy CREATES THE BASIS FOR SUSTAINABILITY Organizational Alignment Measurement & Level III CREATES THE BASIS FOR Leadership Accountability CREDIBILITY
  • 19. The Six Principles of Service Excellence Senior Leadership Alignment & Accountability Principle 2 Principle 3 Principle 4 Principle 5 Principle 6 Business Service Intervention & Organizational Measurement & Objectives Standards Learning Alignment Leadership Strategy Accountability Principle 1 Vision and Mission Statement Where are your Gaps?
  • 20. Principle 6: Measurement & Leadership Accountability The 5 Steps to Employee Accountability STEP 1 STEP 2 Strategy Clearly Define Intelligence Involve Staff STEP 5 Recognize & Coach STEP 3 STEP 4 Integrate Measure
  • 21. The Three Levels of Organizational Effectiveness Vision/Mission Level I Business Goals CREATES THE BASIS FOR THE CULTURE Service Standards Intervention & Level II Learning Strategy CREATES THE BASIS FOR SUSTAINABILITY Organizational Alignment Level III Measurement & CREATES THE BASIS FOR Leadership Accountability CREDIBILITY
  • 22. Creating & Sustaining a Culture of Excellence Alignment + Consistency + EXCELLENCE = Accountability (Utilization of the Six Principles) + Teamwork Note: Service Excellence + cannot be achieved without these five basic elements! Empowerment
  • 23. Applying What You Have Learned Personal Commitment to Excellence START STOP CONTINUE • Balancing Function with • Assuming my actions and • Exemplifying the Service PURPOSE behaviors don’t impact Philosophy of my Service Excellence organization • Holding my team accountable for driving • Allowing compromise • Demonstrating the same excellence level of service excellence • Ignoring unacceptable with internal and external • Responding to my behavior customers customers (internal/ external) with a greater sense of urgency
  • 24. Creating & Sustaining a Culture of Excellence “The Greatest Danger for most of us is not that we aim too high and we miss it, but we aim too low and reach it.” --Michelangelo
  • 25. Creating & Sustaining a Culture of Excellence Thank You! For More Information Visit Our Website Today www.psbydesign.com / Telephone (770) 860-0198