Month: May 2017

Powerful Insights from Walking the Gemba (Squats are optional)

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Morning Squats at the Help Desk


There is no substitute for doing front-line work to understand what is going on in your organization. In lean manufacturing, this is called “Walking the Gemba” and it is powerful.
One of my favorite times each week is the hours I spend working on the front line of our computer help desk, which is the nerve center for our group. As the CIO of a large university, it is very difficult to understand what it is like for our students, staff, and faculty to use our systems. Working on the help desk has been invaluable in understanding, strengthening my relationship with the team, and improving the services we provide.
The beginning of each semester is crazy and I want to be able to help during these busy times. So I started spending two hours each week getting trained and working on the help desk a month ago to be ready when school starts in the fall. Because we need to cover large surges of demand, the Client Services team is launching the  “Ambassador” program this summer and asking staff from across Computer Services to volunteer to help during busy times. I am the first Ambassador in the program. The training materials that have been gathered to train me will be used for the other ambassadors. The entire network engineering group has signed up! It has been wonderful to watch the willingness of people to pitch in and help.
I have seen first-hand the pain of some of our processes and convoluted systems. I ask a lot of questions about why we are doing things a certain way. As a result, we have been able to have conversations across campus that have improved processes and systems.
As an example, we currently ask prospective students to login to our portal to see their decision about whether they have been accepted to the university or not. Many of these prospective students don’t remember their credentials and can’t get into their account, which is frustrating and time consuming. It is especially frustrating if the student is not accepted to the university and may have to spend 30 minutes logging in only to be disappointed. When we brought this up with the Admissions office, they agreed to change the process to notify the students in email rather than requiring them to login. My experience on the front line reinforces how critical it is to listen to staff at all levels for suggestions.
Another thing about working on the help desk is that it is very rewarding. When you help to solve a technical problem, most people are grateful and happy. Whether it is assisting  an employee print their tax documents on tax-day or helping a student get into their account and hearing the relief in their voice, it feels great knowing that you made someone’s day better.
The best part is the help desk team. They are amazing! They have been so welcoming and patient with me. When I wake up and see on my calendar that I have my help desk time, it makes me happy. I know I have become officially part of the team because I was invited to join the team squat session. I was quite impressed to find that there are several team members who do 100 squats each morning and afternoon. Ken Ward, the self-appointed squat leader, let me off easy my first time. We only did thirty. And I was sore for the rest of the week even though I exercise every day!
My challenge for you this week is to “Walk the Gemba” to get to know the people in your organization and understand how things really work.
 

Slow Down When the Ride Gets Rough

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Photo by Andrés Nieto Porras  https://www.flickr.com/photos/anieto2k/ Creative Commons 2.0 License


 
My recent car problems have highlighted how the energy you bring to an interaction affects the outcome. I am not a complete Pollyanna as my story will show. Things do not always go as planned, but our reaction to unexpected bumps makes all of the difference in how our story unfolds.
I had an appointment one rainy morning, so I rushed to my car and was shocked when it didn’t start. After rescheduling my appointment, I settled in to wait for the AAA service to come and jump start my car. After my initial frustration, I felt grateful that it happened on a day where I had the time to take care of it. The service guys were terrific and helpful. It turned out to be the starter and not the battery, but the technician pumped up one of my tires that was low and called for a tow truck. The tow truck driver was able to get the car started by hitting the starter (who knew that would work?) and I drove down to the dealership thinking the car would be under warranty.
It wasn’t.
The 3-year warranty had ended a couple of weeks earlier. The service center agent was apologetic as he called to give me the news and the price of repair. He told me that he had talked with his manager and they had requested an exception from Honda corporate and was told that it wouldn’t be covered. I wasn’t angry or even annoyed. This is a change for me. In the past, I would have been outraged and been aggressive in pushing to get the repair covered. Instead I felt like it would work out. I told him to go ahead with the repair because I needed the car.
When he called to tell me it was ready, I asked him nicely to document the steps that he and his manager had taken so that I could write to corporate Honda and let them know that I was dissatisfied. I have loved my Honda Accord and we are a Honda family. The last five cars we have purchased as a family have been Hondas. I felt that it would be a compelling story for my appeal.
The manager called a couple of hours later to tell me that the repair had been covered. I was elated and felt great about how I had interacted with all of the people who were involved. I saw how the positive energy I felt had translated into a positive outcome. If the story ended there, it would be great, but more bumps were ahead.
After driving the car home, the electronic locks on the door were not working and neither was the fob. Since leaving my car unlocked didn’t seem like a good idea in the city, I manually locked the door and shut it. Just to make sure I could get into the car again, I tried to unlock it with the physical key and couldn’t get into the car. This is the point in the story where my old behaviors kicked in.
I was furious!
I kicked into panic and action mode. I angrily called the dealership, told them it was their fault, and asked what they could do for me. They suggested calling a locksmith. I googled to see if others had experienced this. I called my husband to complain. I started to try to figure out when I was going to have the time to fix this problem, which made me even more panicked and angry.
Then I stopped myself and took a deep breath to stop the freight train of thoughts. After composing myself, I walked back out to the car to experiment. I was curious about why my physical key wouldn’t open the door when it would open the trunk. When I was calm, instead of panicked, I was able to notice that the key unlocked the door in the opposite direction than I was expecting. Instead of turning the key away from the edge of the door to unlock it, you turned the key toward the edge of the door. This is completely opposite of how most keys work.
My anger and frustration had blown a relatively small problem into an enormous problem. I lost my capacity to be curious and open to assessing the problem. And I was spreading my negativity and anger to others, which made them less likely to be able or willing to help.
I called back the dealership, apologized for panicking, and made an appointment that was convenient for me to get the problem fixed. The dealership fixed the blown fuse that was causing the problem and I drove the car for a week without any issues.
The next week, my sister came into town to help me look at houses and I took the day off. We went out to start our day and my car wouldn’t start again. I was frustrated, but not angry. I knew that we had resources to do what we wanted to do that day. We Ubered to our house-hunting appointment and had the real estate agent drive us around. We had a great time and a fabulous lunch before heading home.
After we got back, I started the process of getting my car towed back to the dealership. Ironically, I had to reschedule the appointment I missed on the first day of my car woes for late that afternoon. I wasn’t too worried because I had a couple of hours before I needed to leave. However, when the tow truck wasn’t there in the promised time slot, I was getting worried about making my appointment.
At this point, my sister asked me why I wasn’t angry, saying that she would be furious in my shoes. I was able to tell her I knew personally that getting angry made things worse and left me less able to think. My recent experience confirmed that things worked out when I was able to put positive energy out during stressful situations.
I called AAA to request that my sister, who is not on my membership, wait for the tow truck, while I went to my appointment. When I told the agent my sister’s name, she exclaimed in delight that she had a sister with the same first and last name! After that, it was easy to get the exception made and my sister had a enjoyable interaction with the tow truck driver when he got there.
My car was fixed again by the Honda dealership. It turned out to be a faulty wire in the new starter. My car has been working well for a couple of weeks. I find myself feeling grateful every time it starts.
So now, when I find by blood boiling, I remind myself of how sure I was that I was locked out of my car and take the time to calm myself to get to a place where I can be curious and open to exploring other solutions with the belief that things will work out.
My experience is that things do work out in seemingly miraculous ways. My challenge is for you to replace your anger with the positive belief that things will work out this week and see what happens.