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04/10/2012




   The Practicalities of Developing An
         Engagement Strategy

  Our Story and Our Journey
                     Sean Morgan, Managing Director
                              BE Limited

            A Group of Companies that Include Frances King
               School of English and Quest Professional




• A bit of Background on Frances King and Quest Professional
• The Challenges Identified and an Overview of the Journey
• Tools and techniques
   –   Online In-house Forums
   –   The Role of External Advisor
   –   Personal and Professional Development
   –   The Leadership Environment
• Bottom line benefits and Customer Delight
• If I had my time again?
   – Leadership Training for all
   – Not outsourcing what I should have done
• What’s left to do and what’s ahead
   – Leadership Training for All




                                                                       1
04/10/2012




• Frances King School of                         • Quest Professional
  English                                        • Independent Training and
• English as a Foreign                             Recruitment for Business
  Language School
                                                 • Belgravia
• Kensington
• 35 years                                       • Parts 100 years(!)
• 70 Employees                                   • 22 Employees
• £9.0mm Gross Revenue                           • £1.9mm Gross Revenue
• 6,000 Students per year                        • 300 Students per year




      The Biggest Challenge is One of the
                  Other P’s!


                                 Integral Performance
                        People                          Process

                                 The Extended
                                 Marketing Mix
                                                                 For us, put simply;
                                                             Social Business challenges
                                                        conventional management wisdom
                                                                         and
                                      Physical           allows for harmony and balance
                                      Evidence                        between
                                                            otherwise possibly opposed
                                                               ‘People and Process’
©Penny Ferguson’s Integral
    Performance Model




                                                                                                  2
04/10/2012




                  Tools and Techniques
•   Online In-house Forums
•   The Role of External Advisor
     – Staff Consultation
     – Staff Surveys
     – Off Sites
•   Personal and Professional Development
     –   Leadership Training
     –   Management Training
     –   Finance Training
     –   IT Training
•   The Leadership Environment
     – Trust and Security
     – Empowerment
     – Fulfilment




               Key Completed Projects
• Designed and Built Bespoke CRM and School Management
  System from MS xRM
• Virtualised IT (x4 buildings and x400 desktops)
• Outsourced our IT Support
• Rolled out pensions to 4%
• Pay rises amounting to 7%
• Bonuses
• Observations as best practice
• Permanent salaried contracts
• Personal and Professional Development
• Devolution of responsibility and empowerment
• Replaced the core accounting system




                                                                 3
04/10/2012




                   Staff Survey
      2010, 2011 and 2012 (about to happen)
  •   “Although we are encouraged to contribute ideas, I often feel like these ideas are
      ignored in favour of whatever has already been decided behind closed doors”.
  •   “The School encourages us to go to seminars and get further qualifications which I
      respect and appreciate”.
  •   “There are forms of communication but no checks on whether anyone is reading
      what is communicated or if they understand what is going on”.
  •   “Training and development has become a forefront in FK operations and it’s
      brilliant”.
  •   “Some people are told about training but not everybody…Why?”.
  •   “Now I have a line manager who has been given too much work, so he can’t
      dedicate himself to support me, despite his best intentions”.
  •   “The leadership at ...at lower levels needs to be organised. Line managers often
      seem pressed for time and are not always accessible on site when needed”.
  •   “I think i know what i need to do in my role, but i'm not sure of the standard i'm
      expected to achieve and whether i am working to that standard or not. I think i
      am”.




Change of perceptions
Q26. Have your perceptions about Frances King / BE Ltd changed during the last 8
months?
                                     Response       Response
Answer Options
                                      Percent          Count              Apr-11
Yes, things have got better            45.2%            28               33.3%
Yes, but things have got worse          3.2%             2               19.3%
Not at all                             21.0%            13               14.0%
Not sure                               30.6%            19               33.3%
                                 answered question           62

 • Important set of answers because this is the first time we can see a
   major shift
 • An additional 12% of people think that things have got better and now
   only 3% think things have got worse compared to 19.3% last time.
 • This change in perception has primarily come about through fewer
   people sitting on the fence (i.e. not at all = perceptions remain
   unchanged in the last 12 months).




                                                                                                   4
04/10/2012




   In your own words, can you summarise what
      you feel the reputation of the school is?
• School held in high esteem by both staff and students
• FK is seen as an excellent school in a great location and the
  quality of teaching is considered very good
• Many also comment on welcoming, supportive, caring and
  friendly nature of the school
• Ex-students very likely to recommend
• Seen as professional and efficient
• Some staff struggle with particular issues (space, pay,
  time-pressure). Despite this, there is an overwhelmingly
  positive view of the reputation of the school.




    Bottom Line Benefits and Customer
                 Delight
  • Student Numbers (Quest Professional) Grew 50%
    in one year
  • Advocacy up
  • Engagement with Companies
  • Succession Planning, Cancer and Heart Attacks
  • Responsibility, Empowerment and Ownership
  • Town Hall Attendance and Communication
  • Discretionary Hours
  • We are now have a portable process the staff
    own




                                                                          5
04/10/2012




           If I had my time again?
•   Leadership Training for all
•   I would have dismantled silos faster
•   One to One’s and best practice
•   On “Not outsourcing”
    – Roles Internally that should not be delegated
    – Outsourcing
•   Staff Survey follow up; OCD is required
•   I would not use scoring for appraisals
•   I would not have linked bonus to appraisals
•   Joined visions sooner




                       Thank you




                                                              6

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The practicalities of developing an engagement strategy v2

  • 1. 04/10/2012 The Practicalities of Developing An Engagement Strategy Our Story and Our Journey Sean Morgan, Managing Director BE Limited A Group of Companies that Include Frances King School of English and Quest Professional • A bit of Background on Frances King and Quest Professional • The Challenges Identified and an Overview of the Journey • Tools and techniques – Online In-house Forums – The Role of External Advisor – Personal and Professional Development – The Leadership Environment • Bottom line benefits and Customer Delight • If I had my time again? – Leadership Training for all – Not outsourcing what I should have done • What’s left to do and what’s ahead – Leadership Training for All 1
  • 2. 04/10/2012 • Frances King School of • Quest Professional English • Independent Training and • English as a Foreign Recruitment for Business Language School • Belgravia • Kensington • 35 years • Parts 100 years(!) • 70 Employees • 22 Employees • £9.0mm Gross Revenue • £1.9mm Gross Revenue • 6,000 Students per year • 300 Students per year The Biggest Challenge is One of the Other P’s! Integral Performance People Process The Extended Marketing Mix For us, put simply; Social Business challenges conventional management wisdom and Physical allows for harmony and balance Evidence between otherwise possibly opposed ‘People and Process’ ©Penny Ferguson’s Integral Performance Model 2
  • 3. 04/10/2012 Tools and Techniques • Online In-house Forums • The Role of External Advisor – Staff Consultation – Staff Surveys – Off Sites • Personal and Professional Development – Leadership Training – Management Training – Finance Training – IT Training • The Leadership Environment – Trust and Security – Empowerment – Fulfilment Key Completed Projects • Designed and Built Bespoke CRM and School Management System from MS xRM • Virtualised IT (x4 buildings and x400 desktops) • Outsourced our IT Support • Rolled out pensions to 4% • Pay rises amounting to 7% • Bonuses • Observations as best practice • Permanent salaried contracts • Personal and Professional Development • Devolution of responsibility and empowerment • Replaced the core accounting system 3
  • 4. 04/10/2012 Staff Survey 2010, 2011 and 2012 (about to happen) • “Although we are encouraged to contribute ideas, I often feel like these ideas are ignored in favour of whatever has already been decided behind closed doors”. • “The School encourages us to go to seminars and get further qualifications which I respect and appreciate”. • “There are forms of communication but no checks on whether anyone is reading what is communicated or if they understand what is going on”. • “Training and development has become a forefront in FK operations and it’s brilliant”. • “Some people are told about training but not everybody…Why?”. • “Now I have a line manager who has been given too much work, so he can’t dedicate himself to support me, despite his best intentions”. • “The leadership at ...at lower levels needs to be organised. Line managers often seem pressed for time and are not always accessible on site when needed”. • “I think i know what i need to do in my role, but i'm not sure of the standard i'm expected to achieve and whether i am working to that standard or not. I think i am”. Change of perceptions Q26. Have your perceptions about Frances King / BE Ltd changed during the last 8 months? Response Response Answer Options Percent Count Apr-11 Yes, things have got better 45.2% 28 33.3% Yes, but things have got worse 3.2% 2 19.3% Not at all 21.0% 13 14.0% Not sure 30.6% 19 33.3% answered question 62 • Important set of answers because this is the first time we can see a major shift • An additional 12% of people think that things have got better and now only 3% think things have got worse compared to 19.3% last time. • This change in perception has primarily come about through fewer people sitting on the fence (i.e. not at all = perceptions remain unchanged in the last 12 months). 4
  • 5. 04/10/2012 In your own words, can you summarise what you feel the reputation of the school is? • School held in high esteem by both staff and students • FK is seen as an excellent school in a great location and the quality of teaching is considered very good • Many also comment on welcoming, supportive, caring and friendly nature of the school • Ex-students very likely to recommend • Seen as professional and efficient • Some staff struggle with particular issues (space, pay, time-pressure). Despite this, there is an overwhelmingly positive view of the reputation of the school. Bottom Line Benefits and Customer Delight • Student Numbers (Quest Professional) Grew 50% in one year • Advocacy up • Engagement with Companies • Succession Planning, Cancer and Heart Attacks • Responsibility, Empowerment and Ownership • Town Hall Attendance and Communication • Discretionary Hours • We are now have a portable process the staff own 5
  • 6. 04/10/2012 If I had my time again? • Leadership Training for all • I would have dismantled silos faster • One to One’s and best practice • On “Not outsourcing” – Roles Internally that should not be delegated – Outsourcing • Staff Survey follow up; OCD is required • I would not use scoring for appraisals • I would not have linked bonus to appraisals • Joined visions sooner Thank you 6