Opportunities

Embrace the Changes: Quality & Environmental Management Systems

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by Larry W. Sheppard, ISO 14001-2015 EMS & ISO 9001-2015 QMS Consultant

Companies currently certified to ISO 14001-2004 and ISO 9001-2008 must be re-certified to the revised standards by September 15th 2018 or risk the possibility of losing their certification.  The new standards did not add any new requirements; however, some of the existing requirements in the 2015 versions have significant changes. Transition for ISO 14001-2004 and ISO 9001-2008 certified companies should be easy to implement since they have an EMS/QMS base that meets most of the requirements of the 2015 version.

This is where the Alber Enterprise Center of The Ohio State University can assist your company during the transition to the new standards. We would be glad to meet with your management staff and present the new requirements in detail.

 Main changes in ISO 14001:2015 EMS

The new requirement is to understand the organization’s context has been incorporated to identify opportunities for the benefit of both the organization and the environment. Particular focus is on issues or changing circumstances related to the needs and expectations of interested parties (including regulatory requirements) and local, regional or global environmental conditions that can affect, or be affected by, the organization. Once identified as a priority, actions to mitigate adverse risk or exploit beneficial opportunities are integrated in the operational planning of the EMS.

 To ensure the success of the system, a new clause has been added that assigns specific responsibilities for those in leadership roles to promote environmental management within the organization.

The expectation on organizations has been expanded to commit to proactive initiatives to protect the environment from harm and degradation, consistent with the context of the organization. The revised text does not define ‘protect the environment’ but it notes that it can include prevention of pollution, sustainable resource use, climate change mitigation and adaptation, protection of biodiversity and ecosystems, etc. i.e. environmental performance.

There is a shift in emphasis with regard to continual improvement, from improving the management system to improving environmental performance to be consistent with the organization’s policy commitments.  In addition to the current requirement to manage environmental aspects associated with procured goods and service, organizations will need to extend its control and influence to the environmental impacts associated with product design and development to address each stage of the life cycle, i.e. acquisition of raw materials, design, production, transportation/delivery, use, end-of-life treatment and final disposal.

Main Changes in ISO 9001-2015 QMS

Major Differences in Terminology between ISO 9001- 2008 & ISO 9001-2015

 

ISO 9001-2008 ISO 9001-2015
Products Products and service
Exclusions Not used

(See Clause A.5 for clarification of applicability)
Management Representative Not used (Similar responsibilities and authorities are assigned but no requirement for a single management represented)
Documentation, quality manual, documented records Documented information
Work environment Environment for the operation of processes
Monitoring and measuring equipment Monitoring and measuring resources
Purchased product Externally provided product and services
Supplier External provider

 Documented Information has replaced the ISO 9001-2008 version need for the quality manuals and some procedures to define the documented QMS. Documented Information includes instructions, records of process performances, external provider’s performance, internal audits and management reviews etc.

As part of the continual improvement process risk base thinking was added to the revised standard. The concept of risk has always been implicit in ISO 9001 as preventive action. The 2015 revision makes it more explicit and builds it into the total QMS.

Building Customer Loyalty: 3 Ways to Move From Good to Excellent Customer Service

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Have you ever thought about the difference between good customer service and excellent customer service?  Most of us would agree that there is a difference, but does it really matter? According to a recent survey cited on customerthink.com, 86% of buyers said they will pay more for a better customer service experience. And 70% of buying experiences are based on how the customer feels they are being treated.

Providing good service will allow an organization to survive. But a commitment to excellent customer service goes beyond surviving – to building customer loyalty to create a healthy, thriving future.

True excellence is marked by an excellent customer experience (CX). The focus on providing excellent customer service encapsulates a simple, three-prong model.

Be Prepared. Being ready to serve the customer is the very foundation for excellence. If buying experiences are based on how the customer feels they are being treated, then it behooves organizations to spend some time getting to know their customers…what they value and what influences them, and ultimately, being proactive in anticipating their needs and problems.

In his book, Five Most Important Questions, Peter Drucker reminds us that our customers are never static. They are constantly changing, as well as their needs, wants, and expectations. Do the research and use customer analytics that make sense, not just satisfaction scores which only show customer satisfaction from the past.

Be Passionate. Being passionate encompasses taking the expertise (knowledge, skills, and abilities) of individuals in the organization and using it to create a shared-learning organization.  It is an organization in which customer service representatives (CSR’s) become experts, knowing their products and services, and how to do the ordinary, extraordinarily well.

In one study focusing on customer service loyalty, Harvard Business Review (HBR) found that 24% of repeat customer complaints stemmed from an emotional disconnect between the customer and the CSR. Specifically, this means the customer did not trust the answer given to them and/or they thought that the CSR was hiding something.

In order to meet customers’ constantly changing expectations and to provide an excellent CX, our representatives must be armed with interpersonal skills, training and a comprehensive knowledge which will allow them to respond more accurately and articulately, and to quickly find better solutions. Competence increases the customer’s confidence in the CSR and in the organization.

Be the Hero. Being the hero stems from the philosophy that every customer desires and deserves to be treated with respect and care.  Unfortunately, many organization miss the mark with this one! As representatives of an organization, we have the opportunity to make life better, easier, more convenient, and/or to create value in our customers’ lives through the products, services, and exchanges we offer.

According to the HBR article, the number one most important factor in customer loyalty is reducing customer effort. Long wait times, cumbersome paperwork, having to make repeated calls to solve a problem, or having to use multiple channels to get information are all frustrating to a customer. Organizations need to remove obstacles and get rid of things that make it hard for customers.

Being the hero not only involves removing obstacles but also taking every opportunity to add good stuff to the CX. Customers want quick, convenient transactions and products that are true to what is claimed. They want trustworthy representatives who can engage competently and respectfully whenever needed. The success of the CX is tied to the emotions of the experience. Help customers to feel important and valued, and let them know you care and appreciate their business. In doing so, they will walk away wanting to come back for more.

References

Dixon, Matthew, Karen Freeman, and Nicolas Toman.  Stop Trying to Delight Your Customers, Harvard Business Review

Drucker, Peter. Five Most Important Questions: Enduring Wisdom for Today’s Leaders, Wiley.

Jaiswal, Vivek. 8 Customer Experience Myths Busted, customerthink.com.

 

 

AEC’s Partnership with MYCAA

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MyCAAOur Center launched in February 2016 new online non-credit courses designed specifically for spouses of active military personnel to take advantage of the MyCAA scholarship workforce development program. The scholarships are funded by the Department of Defense and provide up to $4,000 of tuition assistance to eligible military spouses.  Scholarships can be used to register for dozens of the Center’s online courses that lead to certificates and certifications necessary to gain employment in high-demand, high-growth, portable career fields and occupations. A few examples are pharmacy technician, human resources specialist, childcare specialist, corrections specialist, legal writing specialist, and IT network specialist.

  • Spouses of active duty service members in pay grades E1-E5, W1-W2, and O1-O2 of any branch of the military are eligible, including activated Guard and Reserve (but excluding Coast Guard). 
  • So far, we have 32 participants and counting in the MyCAA program.
  • Go to go.osu.edu/mycaa for complete details and see the comprehensive list of courses.

Understanding the Voice of the Customer in Education

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Voice of the CustomerA critical component of Lean Six Sigma is understanding the Voice of the Customer. This concept is essential to identifying activities that are value-added and non-value added or wasteful.

In education it may be agreed that the student is the customer as they are the recipients of the outcomes of the institution. Some disagree with this concept thinking that we are unable to satisfy the customer. At one of my presentations someone in the audience indicated that satisfying the customer in education “the student” means giving them all “As” and that was impossible. Of course this is not correct – this is not what customer satisfaction is about.

Norma Simons, President of Performance Innovation LLC and AEC Solution Partner

Norma Simons, President of Performance Innovation LLC and AEC Solution Partner

In the education space the concept of the “Voice of the Customer” has a different meaning than it does in the broad world of consumerism. We tend to think that customer satisfaction rests only on the fact that there is a financial exchange between the customer and the person delivering the goods and that the customer finds value in the purchase.

We need to satisfy the needs of the customer – the student, but what does that mean? It means we need to deliver what is considered as a quality education -one that is delivered so that the student is functional in the wider society. If individuals are able to graduate but cannot either get a job or function at their required capacity, then regardless of what was learned and the grades earned then a quality education was not delivered.

Customer satisfaction therefore is not a passive interaction. For the student to be satisfied, it requires the student to collaborate with the instructor and several different individuals within the institution. The student’s success requires a partnership with the institution which should be promoted and nurtured.

Understanding the Voice of the Customer is a process, a mind-set, a shift in thinking, a culture that needs to be embraced by the entire institution.

Apart from the student, there are several customers who are vested in the education outcome:

  • The parents of the students who might bare some financial responsibility regarding payment of fees and physical and emotional support of the student
  • The loan institutions who might provide assistance to the students
  • All the areas of the institution (business office, book store, advisors, job placement office and other areas) which support or interact with the students directly or indirectly
  • The potential employers who expect a certain level of performance of the students after graduation
  • The institution itself who expects that the performance of students and their ability to be received in the wider society will build the reputation for the school

Well this is my opinion.

To read more on this topic, see the New York Times January 3, 2010 article below:

http://roomfordebate.blogs.nytimes.com/2010/01/03/are-they-students-or-customers/#edward

In this article “Are They Students or Customers” five professors from different business schools weigh in on the debate.

“Students are investing time and money with a purpose in mind. The school that does not serve that purpose will not survive.” Stephen Joel Trachtenberg is president emeritus and professor of public services at the George Washington University.

This blog is dedicated to the team at Alber Enterprise Center of The Ohio State University.

Norma Simons is a Lean Six Sigma Master Black Belt, president of Performance Innovation LLC, and an AEC Solution Partner.  Norma heads a team of qualified professionals in the areas of Lean and Six Sigma.  Her success is attributed to her unique integration of performance improvement systems such as Lean, Six Sigma, Design for Six Sigma, quality management systems, business operating systems, and balanced scorecards that have enabled the effective execution of organizational strategy and, ultimately, bottom-line results.

 

Employee Training: Part 1

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DSCN0345When we ask “What is employee training?” it is not surprising that we get different responses.  Of course, no one particular answer is more correct than another.  One definition of training to consider is as follows: Training is the process whereby people acquire capabilities to perform jobs.  No company wants poorly trained employees.  Their mistakes can be very costly to your company.  Training provides employees with specific, identifiable knowledge and skills.  Sometimes we will talk about training and development together.  Development is different than training. Employee development is broader in scope and focuses on employees gaining new capabilities useful for both present and future employment.  Training may include “hard” skills and “soft” skills. A “hard” skill would be learning how to operate a machine or piece of equipment.  A “soft” skill would be how to effectively communicate with other employees.

In this series of articles, we will discuss several key components of employee training.  These include the following:

  • Training defined.
  • Strategic training approach.
  • Four phases of the training process.
  • Types of analysis to determine training needs.
  • Internal, external and e-learning training delivery methods.
  • Levels of training evaluation.
  • Intercultural competence training for global employers.

We have seen contemporary training in companies change considerably over the years.  Factors affecting the changes include the competitive environment and technology.  Four specific areas have been affected.  Each area is discussed below:

A. Organizational Competitiveness and Training

Companies realize that training their employees is important to a successful business.  Estimates say approximately $60 billion is spent annually on training in the U.S.  On average this expense is 1.5% – 2.0% of payroll expenses.  This data is from a study conducted by The American Society for Training and Development (ASTD).  Training can be compared to “continuous improvement.”  If your employees are not properly trained, you could lose competitive advantage in the market.  Retraining good employees is enhanced by an effective training program.

B. Knowledge Management and Training

Historically, competitive advantage among companies was measured in terms of physical capital.  Today, “intelligence” is considered a raw material used by “knowledge workers.”  Knowledge management is the way a company identifies and leverages knowledge in order to be competitive.  Technology can help transmit knowledge, but having technology does not mean employees will use it to manage knowledge effectively.  Knowledge management is a conscious effort to get the right knowledge to the right employees at the right time.  This way it is shared and implemented in your company.

C. Training as a Revenue Source

Many companies make a profit from selling training.  In some cases, training is included with a product purchase, for example, a new human resources information software package.  Purchasing a new machine for the production department can be less than successful without proper training from the manufacturer.  Future sales can be increased by providing product training.

D. Integration of Performance on Training

Job performance, training and employee learning must be integrated to be effective.  The link between training and job performance is critical.  Let’s look at safety fall protection personal protective equipment (PPE).  If your employees were simply shown a training video it is doubtful that the equipment would be used properly.  As an alternate method of training, the trainer could demonstrate how to properly put on the equipment, have the employees put the equipment on themselves and provide real-time feedback.  We think it is obvious which training method works better.  Other topics could incorporate everyday business issues as learning examples.  This would increase the realism of training exercises and scenarios.  This method integrates training, learning and job performance.

John M. Turner, Ph.D. is the President of JMT & Associates and a solutions partner who has been providing quality human resources consulting and training to Alber Enterprise Center’s clients for several years.  Please contact info@alberosu.com for more information on John’s services.

7 Ways to Align Strategies Within your Organization

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vision_and_alignment-325090-editedDo you run your company, or business unit, like items on a checklist?

This could mean that the organization is not aligned and that you are generating waste.

“Great Performance is 1% Vision 99% Alignment” Jim Collins, author of Good to Great

Every organization or institution, for profit or non-profit, is required to achieve results.  The method of getting those results can be structured, or unstructured.

In most cases organizations may have a vision, yet manage by using a strong silo structure.  Every department has its goals and do the best to achieve the stated objective but activities may conflict with the work of other departments.

There is a certain level of waste as groups within organizations work against each other.

Norma Simons, President of Performance Innovation LLC and AEC Solution Partner

Norma Simons, President of Performance Innovation LLC and AEC Solution Partner

Can you achieve results?  Most definitely!!  Most companies and institutions achieve success for years with this model.

However, the problem becomes difficult when changes have to be made over a short period of time.  Such changes may include:

  • Radical changes in the economy
  • Mergers and acquisitions
  • Quick changes in existing customer requirements
  • New markets with new demands
  • The company hires new employees
  • Radical changes in the use of technology, etc.

Question: So how can you ensure that you change and still achieve organizational alignment?

Answer: Develop a Structured Business Operating System.

How can this be achieved?

  1. Vision Mission Values–Begin with a clear understanding of the vision, mission and values.  If they do not exist, then the management team should spend time to document them in a way that is clear and concise.
  2. Strategic Objectives–Document the strategic objectives of the organization as a whole.  Once this is done then this should be in a strategy map (a one page document summarizing the strategic objectives) so that it can be clearly communicated throughout the organization.
  3. Performance Measures (KPIs)– Based on the vision and strategic objectives top management should identify the top 10 key performance indicators (KPIs) that should be used to track performance.
  4. Standard Documentation–Each measurement should be placed on a run chart that shows performance over time.  A Pareto chart can be used to document the top areas that impact performance.  Problem solving teams should then identify the root cause of the performance and solutions that need to be in place for improvement.
  5. Deployment–The key performance measures identified by top management must be deployed in all areas of the organization.  This allows all employees to keep track of activities in each area and to be a part of problem solving activities.
  6. Review–The entire organization needs to have a systematic review process that focuses on key performance measures created in each area.  During the review process, teams evaluate the performance metric and the results of problem solving activity.
  7. Visual Management–The visual management system contains information on the key performance drivers in each area, and results of problem solving activity.  The system serves to communicate the progress of the company as it relates to key areas.

Every organization performs all these and more – so this is not new.  However it is the use of a structured process that will ensure that the organization can achieved expected results in a short time as well as promoting employee engagement.

At a recent luncheon for The Ohio State University Alber Enterprise Center (AEC), I was asked to deliver the following presentation.  Flip through the SlideShare “Aligning Strategies with Operations” to get a few ideas on how to achieve alignment.  

For more information about aligning your processes, contact us at 740-725-6325. 

Norma Simons is Lean Six Sigma Master Black Belt, president of Performance Innovation LLC, and an AEC Solution Partner.  Norma heads a team of qualified professionals in the areas of Lean and Six Sigma. Her success is attributed to her unique integration of performance improvement systems such as Lean, Six Sigma, Design for Six Sigma, quality management systems, business operating systems, and balanced scorecards that have enabled the effective execution of organizational strategy and, ultimately, bottom-line results.

Begin Your Green Belt Journey Today: Lean Six Sigma Registration

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Lean Six Sigma Green Belt Program

The Ohio State University’s Alber Enterprise Center Lean Six Sigma Green Belt Program

Lean Six Sigma (LSS) is a methodology and way of thinking that enhances the performance of an organization.  It first was applied in the manufacturing industry but now it is being utilized in healthcare, government, education and several institutions.  LSS provides a template to simultaneously reduce waste, improve the quality of products and services, improve customer satisfaction and increase profitability.  Lean Six Sigma certification requires participants to not only learn the concepts but to demonstrate understanding of concepts through application in simulation projects.

Norma Simons, President of Performance Innovation LLC and AEC Solution Partner

Norma Simons, President of Performance Innovation LLC and AEC Solution Partner

What is a Blended Approach?

This approach combines the traditional classroom style with online self-paced learning using technology.  The extent to which this approach is used will vary depending on the type of technology, the organization, and the material that needs to be covered.  Because Blended Learning combines several different learning styles, it allows participants to work at their own pace and at their own convenience. Class time is then designed for discussing applications of concepts to the work environment and clarifying areas that might not have been clear.

What are the Benefits of a Blended Approach?

  • 24/7 online learning access.  Prior to class, participants learn the core material.  After class they are able to use the information as job aids.
  • Consistent training delivery.  The material as presented ensures that everyone receives the same message which ultimately ensures alignment of company processes.
  • More effective use of classroom time.  With participants at the same level, classroom time focuses more on knowledge application, discussions and hands-on simulations or application to company projects.
  • High retention & better mentoring.  Retention increases when users are able to control their own pace and can review material outside of the class, leaving class time for coaching.
  • Increased access to knowledge, overtime.  The online job aids provides the means to reinforce the learning process at the completion of the program.

What are the components of Blended Learning?

Flip through the “Lean Six Sigma” SlideShare to get a few ideas on the components of blended learning.  The slides also outline the requirements for our certification program.

Now that you have been introduced to the components of the blended learning program for LSS Green Belt, sign up for our next course by September 4, 2015.  For registration details about our Lean Six Sigma Green Belt Program, visit:  http://go.osu.edu/green-belt-registration or call 740-725-6325.

Norma Simons is Lean Six Sigma Master Black Belt, president of Performance Innovation LLC, and an AEC Solution Partner.  Norma heads a team of qualified professionals in the areas of Lean and Six Sigma. Her success is attributed to her unique integration of performance improvement systems such as Lean, Six Sigma, Design for Six Sigma, quality management systems, business operating systems, and balanced scorecards that have enabled the effective execution of organizational strategy and, ultimately, bottom-line results.

 

 

Three techniques in boosting your organization’s capacity

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Continuous Process Improvement Graphic

Environmental and Quality Management Systems Consulting-Continuous Improvement Process (ISO-14001-2004 EMS & ISO 9001-2008 QMS)

When starting a continuous improvement (CI) project, the simplest and the most important thing to do is to communicate to your organization and clients that you want to continually improve the services provided.  State this intention through strategy reviews and team briefings.  This is the most effective way to get the CI culture moving.

Environmental & Quality Management Systems Consultant for Certified Environmental, Inc and JAS & Associates of Ohio, LLC

Larry W. Sheppard, Environmental & Quality Management Systems Consultant for The Ohio State University’s Alber Enterprise Center, Certified Environmental, Inc. and JAS & Associates of Ohio, LLC

To help us improve faster than the competition we should aim to empower the team to make improvement directly.  This has the advantage of boosting your improvement capacity; it also allows for far more hidden improvement opportunities to be realized.  Some organizations may tend to channel improvement activity through dedicated improvement teams or individuals.  This approach can be limited due to the lack of improvement capacity.  All team members can be encouraged to engage in improvement activity, maximizing the volume of change and improvement that can be achieved.  To achieve total team empowerment, a robust but simple change process should be introduced that allows all team members to make changes.

The focus should be on allowing all team members to make controlled changes by following a well-designed change process.  Improvement culture can be measured by the number of improvements identified and actioned by the organization.  It’s good practice to routinely report on CI progress back to the team and clients; this can underpin the organization’s commitment to continual improvement activity.

There are obvious commercial advantages that can be gained from a healthy and robust CI culture. However, it should also be pointed out that an empowered team will tend to be more productive due to the direct input from the owners into the business’s success.  Team moral can be greatly improved by encouraging their involvement.  Managed correctly, this team member responsibility can further improve an organization’s responsiveness and change of pace.  CI organizations are nice places to be, where team members are more likely to use their full potential.

There are many tools and techniques that can be used to help boost your team’s improvement capacity. Usually these require some training to be effective.  But it should be pointed out that specialized tools are not necessarily required to enable a successful CI culture.

3 Steps in Revamping Your Business Culture:

  • Kaizen:  Kaizen, or Continuous Improvement Teams can be encouraged to evolve to tackle specific improvement opportunities.  Groups can be trained to be more effective, but teams can also evolve organically without specific training.
  • Lean:  This training will help your team to become faster and reduce costs.  Lean training allows staff to identify and reduce wasted effort.  Usually deployed within an organization or group, this is the perfect training to support an established CI culture.
  • Six Sigma:  Six Sigma is best used to improve the standard of products and services by reducing output variation.  Six Sigma should only be used following good Lean and 5S development.

CI can be developed into any organization relatively easily and with little cost.  

Good management and leadership is the key to success.  By following the three simple steps above an improvement culture can flourish in your business.

Most CI projects require little or no cost.  An accumulation of several small improvements are sometime better than one large improvement.

Larry W. Sheppard is an Environmental & Quality Management Systems Consultant for The Ohio State University’s Alber Enterprise Center, JAS & Associates of Ohio, LLC, and Certified Environmental, Inc. His expertise is in implementing Environmental and Quality Management Systems for companies, preparing companies for their ISO Standards third party certification, providing Internal Auditor training and much more.

Visit our Contact Us Page or call 740-725-6325 to find out how our team can assist you or your organization in reaching your optimal success.

Alber Enterprise Center’s New Year’s Resolutions

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Goodbye 2014 and hello 2015!  While 2014 rapidly comes to an end, our Center welcomes 2015 with open arms.  Our team is looking forward to all of the wonderful opportunities ahead of us, and we can’t wait to continue the journey of success with you.  Let’s celebrate our accomplishments, overcome our setbacks, and be innovative in all our endeavors.  As we kick off the new year on a quest for impact and innovation, each of our staff members stated what our New Year’s Resolutions were.

Team NY Resolutions Collage

HAPPY NEW YEAR AND RING IN 2015 WITH STYLE!

We would love to hear your New Year’s Resolutions as well.  Please share them with us below.