3 Tips to Help You Jump From Manager to Director

Throughout my career I’ve had the opportunity to lead and network with some amazing individuals and from time to time they have asked what it takes to move from Manager to Director. I think it’s one of the hardest transitions.

I’ve seen plenty of individual contributors get promoted to managers, not because they are solid leaders but because they are great contributors. They know what buttons to push, what processes to work through, and how to execute the role. Because of this, they see their value add to the organization in doing and executing vs. delegating or casting vision and this makes the transition into a director-level role incredibly challenging.

At a director level, or above, you need to be more comfortable delegating than doing. More comfortable making decisions than giving proposals, or possibly casting vision vs. following a direction. That isn’t to say those other skills aren’t still valuable and an important role in any job. However, the priority of these skills pivots and suddenly decision making > giving proposals, for example.

Here are a few tips that I’ve given to people looking to make the jump from Manager to Director.

OneServe Your Team

The most important thing you need to know about leadership is that your primary job is to serve your team. Period. Bottom line. Notice that I didn’t say “directing is that your primary job…” or “managing” or even “holding people accountable…”. This can be applied at all levels, even as a manager, but the point is that you are there to serve

What does that look like? It means keeping them informed of the larger trends in the organization they might not be aware of. Helping them see how their efforts are connected to the larger picture and the wins of the organization. Protecting them from outside forces that are toxic or counter-cultural to what you’re trying to achieve. Serving your team means that you realize they don’t work for you but you work for them and that means their success is more important than your own.

A boss helping his worker with an issue on the computer.

Two: Ask Questions and Listen

One of the greatest mistakes that new directors can make is thinking that they now need to have all the answers. People are coming to them to make decisions, and as I already highlighted decision making > giving proposals. Decision making is important but the best way to make decisions is to not just assume you have the right perfect answer out of the gate. 

As a leader and director, you need to make sure you’re asking questions and lots of them. You likely aren’t in the weeds like you used to be and you also have a limited purview, we all do. So you need to take two steps 1) ask questions and 2) actually listen. Don’t listen to confirm your original answer. Don’t listen to poke holes and show weaknesses in the answers given. Listen to understand and see the issue from another person’s perspective. You likely know your perspective backward and forwards, but you need to do the heavy lifting of trying to see from another person’s perspective. That only happens when we get comfortable asking questions and then actually listening.

Three: Pull Your Head Up

As an individual contributor, and as a manager, you likely added value by looking down. Looking at your particular job and executing it well. Looking in on your team and meeting the needs of your direct reports. As a director though, you need to pull your head up and look around. This isn’t to say you stop paying attention to your team (see above about serving and listening!), but as a director you need to stop only looking at your team and consider the larger lay of the land. 

You need to lift your head up and see how your team is interacting with other teams and how they are perceived amongst those teams. You need to lift your head up and see where you and your team sit in your field. Are you on the cutting edge or way behind, or do you even have access to what others are doing in your field? You need to lift your head up and try to understand where your team, organization, and field are going. What’s up next and how are you and your team going to get there? As a director you need to get comfortable casting vision and to do that you need to be looking towards a horizon, not at the details of the ground in front of you.

Moving from a manager to a director is hard. It’s a large pivot, that requires new skills, especially if leadership wasn’t a focus in your manager role. However, if you realize that what made you successful as a manager won’t make you successful as a director, then you are taking the first steps to jump to director!

Dan Smitley

Top Contact Center Resolutions to Make for 2023

Group of contact center agents working.

As we get back to work for the start of 2023, we do so not only with familiar 2022 challenges still hanging around, but with the added prospect of economic downturn looming ahead. While a possible recession could have us asking if we can afford the very best contact center performance, we should be asking if we can afford not to make the contact center a top priority. Let’s look at the dawn of 2023 as an opportunity to face uncertainty and volatility with some resolutions to make the contact center thrive.

Resolution 1 – Fight the Recession with Great Customer Experience

The last few months have seen multiplying predictions of a slowing economy coming in 2023; but rather than waiting to react, it’s a chance to be proactive when it comes to Customer Experience. The competition for customer loyalty has been fierce enough even before we had the specter of a downturn. As consumers tighten their budgets, customer retention will be determined to an ever larger extent by the highest level of Customer Experience (CX).  

Customers now demand to be met on the channel of their choice with an excellent, personalized experience. Great experiences build lasting customer relationships, while substandard experiences are now more likely than ever to not only end a relationship, they’re also more likely to be shared on social media. While personalization and omnichannel integration used to be nice-to-have items on many contact centers’ wish lists, 2023 customers will see them as must-haves. 

Customers have become accustomed to algorithms anticipating their desired content and will hardly put up with unnecessarily long interactions where they aren’t recognized or have to repeat themselves over and over. They expect that their complex customer journeys are seamless from your website and across multiple contact channels. 

The good news is that for contact centers, these journeys present not only a larger range of ways to reach your customers, but also a chance to track omnichannel interactions and gain insights into who your customers are and what they want. Mining this valuable data gives you the ability to create initiatives for even more personalized customer experiences. 

A crucial part of that personalization is not just an omnichannel technical solution, but also successful, smart interactions on every channel– especially when an agent is required. The foundation of great Customer Experience is equally great Employee Experience, ensuring that agents are happy and fulfilled at work. Which brings us to our next resolution:

Resolution 2 – Invest in your Employees

Smiling customer service agent.
Fully empowered employees at every level are the best pro-active way to ensure a positive customer experience

In 2022 we couldn’t get away from stories about the Great Resignation and Quiet Quitting; they really got the conversation going about Employee Experience. Will 2023 be the year that contact center employees are universally recognized as the critical assets they can be? Even with all the capabilities of a powerful omnichannel technological solution at your disposal, today’s customers aren’t satisfied by a live interaction with an agent who is disengaged, doesn’t have answers at their disposal, or conducts the entire interaction from a generic script. Fully empowered employees at every level are the best pro-active way to ensure a positive customer experience: happy agents create better experiences for customers, informed supervisors manage their teams to success, insightful WFM analysts generate the accurate forecasts and optimal schedules that enable the center to run efficiently. 

However, they all must be recognized as value creators, critical to your ability to deliver great CX. Once this recognition becomes part of your culture from front line to C-suite, your organization can understand that your employees are the best place to invest– especially in times of economic turmoil. This means giving your employees the tools that enable them to perform at the highest level and meet your customers where they want to be met. Plus, customers want to be met with contextual information needed to create personalized experiences, and with the answers needed for real resolution. 

And we’re not talking about agents only. The need for the right toolset includes all of your employees including agents, team leads, executives, and the WFM team. Agents can benefit from AI-assisted Knowledge Management that gives them the guidance they need when they need it. Team leads need Gamification/Performance Management that helps them coach effectively and reward top performers. And the WFM Team can take advantage of Workforce Management solutions that automate manual tasks, freeing the team to think strategically and focus on transformative processes like truly flexible scheduling. 

Similar to the omnichannel routing solutions, technology can be a great thing, but to get the best Employee Experience, you must also invest in the human side of the equation. Without the right training to make the technology come to life, we can’t achieve the level of true transformational change needed for the coming year. And just as personalization is expected by customers, employees want an experience that fits their needs, such as customized expert training that can be delivered online on on-site where needed, digital training that is available online anytime employees need it, or AI-assisted training delivery systems that automatically send the module that an agent needs at the time that’s best for the agent and also protects service level. 

But when it comes to transformation that makes a real difference and gets attention at the highest levels of your organization, you’ve got to aim for the right target:

Resolution 3 – Move from Optimization to Transformation

For CX and EX in the coming year, not only is there room for optimism—it’s a must. As the economic environment changes, we must have the resolve to change in substantive ways to meet the challenges that 2023 will bring. According to a BCG survey from November 2022, a majority of organizations plan to increase their investments in digital transformation in spite of the fact that they complain that they don’t receive help in prioritizing the steps of transformation. The first step has to be committing to transformation that creates a new level of EX and CX, not just reinforcing existing processes. 

Investing in the best Workforce Management tools may give our WFM team the ability to game out new scheduling strategies, but without the will to actually implement the best of those scheduling strategies, there’s no transformative flexibility to improve employee engagement with better work/life balance. Having the best performance scorecards, fully connected to Quality Management and other important systems is a powerful achievement in itself, but without the commitment to act on those insights with coaching and meaningful recognition for top performers, there is no moving the needle on Customer Experience in a way that goes beyond business as usual.

Digital-based training is always there when needed, but if training isn’t aligned with the WFM team so that it’s delivered automatically at the best-possible time, there’s no transformative increase in employee experience coupled with the protection of customer experience. And beyond the inbound front office, just think of opportunities for efficiency and performance gains that might be achieved by extending the transformation strategies and WEM tools into the outbound and back office areas. Simply put, don’t just add technology without the right mindset for change. With the right cultural commitment to innovation, everyone can feel connected to the transformation effort, being fully aware of the key role they play in making the organization a great place to work and a trusted partner for its customers. 

These are just three possible resolutions for new year. We’re already a week into 2023, and maybe not all of our resolutions are getting off to a great start, but one area where we can’t afford to fail is finding new levels of success in the contact center. There’s nothing inherently magical about the start of the new year, it simply gives us a convenient point to try something new. But we can make it special by committing to being proactive in preparing for whatever 2023 might have in store for us. 

If you’re looking for ways to make your contact center even better this year, Call Design can help. We’ve got the tools and consulting skills to make your resolutions a reality, whether you’re looking to move from spreadsheets to an automatable Forecasting/Scheduling solution, searching for a CX platform that enables better customer experiences, or meaningful ways to improve agent engagement for better employee experience.

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Positive customer experiences are critical to cultivating a loyal following for your business. What are the key areas contact centers should be focusing on to create the best possible experience for their customers? Let’s take a look at the two golden rules and how Call Design can help.

How IVR’s Have Changed the Contact Center Industry

IVR’s…love them or hate them, they are an almost ubiquitous part of the contact centre industry and have been around for a very long time. In fact, according to Wikipedia, the first commercial IVR system was built to perform order entry and inventory control back in 1973, although the technology was certainly in its infancy, and considered expensive and difficult to implement.

Call Center status after COVID-19 Pandemic

Since the beginning of 2020 and the inception of COVID-19, contact centers have had to make adjustments as to the way we work and employees’ daily lives. This shift in the workplace proved to be specifically challenging for contact centers and help desks. Agents were used to being in an office and not working virtually. The change to in-person and effectively assisting customers had to take place quickly and efficiently. On any given day, agents might experience more extended workdays due to higher call volume, handling of complicated subjects, and customer complaints, and aggravation.

4 Ways to Improve Your Customer Experience

Providing an excellent customer experience is hard work, but it’s essential to your business’s success. As the face of the customer service department, your contact center is an instrumental tool to address any problems with your customer’s satisfaction. Improving the customer experience is a multi-step process and will often require some retooling along the way. Below, we have four ways to improve your customer experience.

How to Coach Your Contact Center Agents

If you want to facilitate an environment for your contact centre agents to succeed, you need to start coaching. Coaching is a great way to encourage, enable, and empower your agents to not only want to be better at their jobs but perform better. Coaching is also a great opportunity for your agents to learn new skills, get feedback on the work they are doing, and resolve the problems they might be having with calls.

How Contact Centers Can Leverage Gamificaton

Contact centres are always looking for new ways to ensure employee engagement and productivity, especially now that many agents work, at least some of the time, from home. For remote agents especially, it can be more difficult to plug into the culture of the office and stay engaged with the brand without the face to face interaction they would usually have in the contact centre.

4 Ways to Reduce Agent Turnover in Your Contact Center

One of the most significant challenges that contact centres face is an incredibly high rate of agent turnover, creating a cyclical problem where the Learning and Development team is continuously training new agents for them only to stay with the company for a couple of months. This can be expensive. In this blog, we have four strategies for contact centres that are hoping to retain their agents and reduce turnover.