Why Interviewing for Internal Roles May Be the Key to Your Next Career Move

Call Design on November 30, 2023

In many organizations, people are promoted because they’ve been in a role for a while, and they know the right buttons to push or the right people to work with. And I think that’s a problem.

Don’t get me wrong, I think internal promotion and giving people a career path is fantastic! Study after study has shown how important professional development and career growth are to retaining talent, especially younger generations. The point isn’t to say we should stop promoting people internally, but I think that people should be interviewed, even internally, when receiving a promotion.  

I can hear your comments now. “I shouldn’t have to interview for a position I’ve already earned” … “Interviewing for a promotion is just an extra hoop to jump through” … “I hate interviewing! If they make me interview, I’m going to tank and lose out on this opportunity.” I get it and I think your concerns are valid and should be considered as these processes and policies are implemented. But what you don’t realize is that the organization is doing you a disservice by not interviewing you for the role. Hear me out.

In my role, I’ve had an opportunity to help people move from one organization to another. Whether that’s hiring them into my team or coaching them through their job search process. One of the biggest challenges I’ve seen from people is their inability to articulate their value in an interview. “Why should we hire you.” It’s a common enough question but so many people swing-and-miss on this question and it’s such a critical answer for you to nail!

I’ve heard plenty of people mention how they are self-starters, self-learners, quick learners, self-motivated, team players, great communicators, etc, etc. These are likely all true and possibly valuable. However, why would I hire you, a self-starter who loves to collaborate, over someone else that expresses the same thing? There needs to be more definition, a finer point, or a better way to communicate your value.

And here is where interviewing for internal roles comes in.

When organizations interview for internal roles, it gives you the opportunity to practice articulating the “why me” answer. It gives you the chance to self-assess and look for the core nuggets of why you’ve been successful and then how to articulate that to other people.

There will be a temptation to simply point toward the projects you’ve run well or the team that has grown under you. The problem is that those examples don’t get to the core of your value add. Great, you ran a project well, but what was it about your skillset and unique ability that allowed you to do that? You’ve got to dig deeper and articulate something specific and unique.

So how do we do this and what does it look like? I’m so glad you asked!

You think you work well in team environments and that is a reason someone should promote you or possibly hire you. But when is that true and when has it not been true? Do you work best when teams are made up of certain people or in certain environments? So you refine your answer to “I’m a great team player with people who love to dream and cast vision”, but why is that true? What is it about working with them that you enjoy and that makes you so valuable in that environment? You refine further. “I love working in a team environment with people that cast vision and dream well because I don’t do those things well.” We’re getting closer but we don’t want to end on a negative. Plus, we need to go one level deeper. So instead of saying “I’m a great team player” you can say “I work well in team environments with individuals that cast vision well. I’ve found that my skill is in taking someone else’s vision and making it a reality. I love refining and executing big picture thinking and I work well in environments that include that.” You don’t just work well in team environments, you’re an executor and refiner!

For myself, I could just say “I’m curious and I like to ask questions”, and that might be a bit unique but it’s far short of what it could be. My answer is “I’m incredibly curious and love to ask questions. I’m very comfortable being the dumbest person in the room and asking the questions that everyone thinks but no one wants to ask. My questions typically help teams investigate assumptions and norms to ensure everyone is aligned and on the same page before moving forward. Simply put, you should hire me because my curiosity can help your organization improve communication and move faster by uncovering the unanswered questions.”

This type of self-assessment and ability to articulate your unique value can lead to greater confidence and impact, even in your current organization. When you don’t interview for internal roles and promotions you miss out on the opportunity to assess why you’ve been successful, find a way to articulate that and practice your answer well before trying to land that dream job, possibly at another organization.

Whether you’ve been with an organization for 2 years or 20 years, do yourself a favor and practice your answer to “Why should I hire you”, your next career move may just depend upon it!

At Call Design we believe that employees have the right to be happy, engaged, fulfilled, and aligned at work. Part of finding fulfillment at work includes knowing what you’re good at and what you love to work on. If you’d like help discovering your unique skills or being able to articulate them, please reach out and let us know. One of our coaches would love to work with you and help you find fulfillment at work!

How to Build Culture Driven Teams

Call Design on November 22, 2023

What is a Culture-Driven Team?

A culture-driven team is intentionally built around shared cultural values and norms, which are considered essential for success. It’s about identifying the values that resonate with your team and using them as the compass to guide your hiring, onboarding, and development processes. Building a culture-driven team means going beyond individual expertise and focusing on collective growth and collaboration.

Hiring for the Team, Not Just the Individual:

To build a culture-driven team, it’s crucial to prioritize the team dynamic over individual roles. Instead of solely focusing on qualifications, seek candidates who are the best fit for the team’s cultural fabric. You may be tempted to think that your new hire will typically have few opportunities to work with other people, so you don’t need to worry about team dynamics. Their “just” a forecaster, or scheduler that will be in the corner just pushing a few buttons (an oversimplification of their role!). The reality is that each person, regardless of how vocal or connected they are, impacts the whole team. As you hire each role you need to be thinking about the values your team is centered around, finding those values in the interview process, and then supporting the values during the training and onboarding process. Remember, a strong team always outperforms a lone superstar.

Possible Team Values:

There are a ton of values you can center your team around, and which ones you should pick will be dependent upon your leadership style, company values, and even your geographical area. For this blog, we’ll focus on four values that Call Design sees as important to helping people be Happy, Engaged, Fulfilled, and Aligned at work.

  • Curiosity: Look for candidates who exhibit a genuine thirst for knowledge and a desire to continuously learn and grow. This soft skill can be developed in others, but it’s incredibly hard to impart it to people who lack it entirely. Find individuals that naturally ask questions and look to dig into things.
  • Embracing Chaos: Seek individuals who thrive in dynamic environments and see chaos as an opportunity for innovation and adaptation. Contact center and WFM teams are full of days where things are constantly changing. The key isn’t just how they respond in chaos, but how they feel in chaos. Is the constantly changing environment life-giving or life-taking for them? Plenty of people can put up with the chaos, but where are the people that enjoy the chaos?
  • Transparency: Value candidates who prioritize open and honest communication, even if it means challenging the status quo and leadership! Organizations that not only allow but encourage people to push boundaries and innovate position themselves to be successful long-term. Sure, curiosity is important to innovation, but even more important is an environment where people are open and honest to push on bad ideas and share their opinions, even if it’s the opposite of the boss.
  • Kindness: Prioritize kind team members. It’s simple to say but hard to do. We all know that kindness doesn’t make up for an inability to do a job. We’ve all worked with a Kind Karen who is super sweet but is constantly needing help. And we’ve also worked with a Mean Megan who gets work done but no one wants to work with her. Reminder, we’re trying to build a team and not just fill roles. Karen’s kindness is going to have a bigger positive impact on the team than Megan’s, even if you try to isolate Megan to minimize the negativity while still benefiting from her efforts.

Interviewing for Cultural Fit:

Here are some questions you can use to find the four team values we’ve already highlighted.

  • Curiosity: “What questions do you have for me?” Normally we ask this question at the end of an interview but when we start with this question we learn a few things immediately. Did the person do any research and come prepared with a list of questions? If they didn’t, how quickly are they able to switch into questioning mode and how insightful are their questions? We can learn a lot about someone’s curiosity within the first few minutes of an interview by starting with this question.
  • Chaos: “Is chaos life-giving or life-taking”. Most people have a great answer as to how they respond in chaos, but the key here is how they feel in chaos. You can teach someone the steps you want them working through during fire drills, but if your chaotic environment is going to suck the life out of them, well that’s the opposite of what we’re looking for. Hire for feeling and train for action.
  • Transparency: “Tell me about a time you told your boss they were wrong.” If they can come up with a dozen examples they may be more interested in pointing out flaws than coming up with solutions. If they’ve never told their boss they’re wrong then they may not feel comfortable sharing honest feedback. This question allows you to see how easily the person can push against authority and possibly provide helpful feedback, even for the boss.
  • Kindness: Observe how candidates speak about their former employers and colleagues, looking for indications of a cooperative and compassionate mindset. Again, this value is so simple but it’s incredibly impactful on your team. Don’t overlook how well the interviewee would or would not get along with the rest of your team.

Side note: If you’d like some additional tips for interviewing check out our blog on being a servant leader during the interview process.

Reinforcing Culture through Onboarding and Development:

Once team members join your organization, it’s crucial to nurture and reinforce the desired culture:

  • Curiosity: Don’t just encourage curiosity, communicate that it’s an expectation. Every team meeting, 1-1 interaction, or catch-up conversation ask them what questions they have for you. If they are consistently saying they have none then that should be a big red flag. Help them understand that you expect them to have questions and to come to you with them. More than any other time, onboarding is when they need to be bringing questions to the table.
  • Embracing Chaos: After they’ve been on your team for a while ask them how they feel their job description should change. What should be removed and what should be added? Help them see that they have a chance to shape the chaos and focus on what brings them joy. Plus, they’ll be engaged and find fulfillment in a role they help shape!
  • Transparency: Lead by example and share your challenges, creating an environment where honesty and open communication are rewarded. Help them see that you value honesty and openness over being right and perfect. They’ve likely made a career of constantly having the right answer and getting things correct. Show them that even their leader is still making mistakes and trying to learn things. Set a tone that promotes transparency and honesty.
  • Kindness: Encourage team members to connect on a personal level and build relationships with their colleagues. It’s easy to do meet-and-greet meetings and just learn about the person’s role in the organization. Push your team to really find out about the person. The more they can learn about the person’s personal and professional life the better they’ll be able to collaborate and work together.

Building a culture-driven team is an investment that pays off in multiple ways. It not only enhances productivity and collaboration but also creates an environment where employees can be happy, engaged, fulfilled, and aligned. At Call Design, we are passionate about helping contact centers and workforce management teams unlock their full potential. We believe in the power of culture-driven teams and the positive impact they can have on organizations. If you’re ready to take your team to the next level, let’s connect and explore how we can collaborate to elevate your workforce management strategy. Together, let’s build a culture-driven team that drives lasting success!

Unleashing the Potential of Back-Office WFM: Mastering the Forecasting Challenge

Laura Horton on June 16, 2023

Workforce Management (WFM) is the art and science of scheduling the right number of people with the right skills, at the right time, to handle work within service level and budget.

Forecasting is the key to solving the puzzle of scheduling the right number of people. It lays the foundation for efficient staffing levels and optimal resource utilization. Drawing from my 15 years of experience in consulting and training Workforce Optimization (WFO) teams, I’ve discovered that crafting a forecast that yields effective outcomes is a fundamental challenge when implementing Workforce Management (WFM) into the back office.

Amidst the dynamic landscape of back office, it’s common to feel overwhelmed by the various systems and processes involved. It’s crucial not to overlook the importance of getting your forecast process right. By investing extra effort and time, you can unlock significant benefits for your organization and enhance resource effectiveness, utilization, and budget. Trust me, the rewards are well worth the investment.

Now, let’s delve into some practical tips to help you conquer the forecasting challenge and elevate your WFM strategies to new heights. Here are three key areas to focus on:

1. Forecasting Expertise

  • Partner with a forecasting expert who understands the unique practices of back-office work. Back-office work is handled differently than contact center work, so be sure these differences are factored in.
  • Never assume – always ask. Collaborate closely with leaders, second-in-command individuals, and subject matter experts to gain their insight. They know the work better than anyone else so be sure to ask lots of questions.
  • Validate that your workflow solutions can handle the varying factors that impact processing time, as not all systems are designed to seamlessly integrate with forecasting needs.
  • Pick 1 team and master their forecast! Once you have the first forecast right, you can quickly move to the rest.
  • There will still be some differing factors between teams so be sure to conduct interviews and find out those differences. Making assumption is the best way to tank your forecast.
  • Promote the value of forecasting as a tool that helps leaders make better decisions and achieve their objectives. Make it the path of least resistance and empower team leaders to use it to their advantage.

2. Forecasting Task Structure Consideration

  • One of the biggest challenges for back-office forecasting is the lack of data. But you still have to account for work that is conducted and not captured in any system or documentation.
  • Remember that the structure of your task list can be influenced by service levels and expected handle times. Service levels will be a factor if you are looking to merge some of your tasks together for forecasting purposes. Group similar work together when possible.
  • Blend where it makes sense. But be aware! Inaccurate blending of work leads to inefficiencies, delays, and compromises service. Your customers rely on your business to address their needs promptly, and any delays or errors can result in frustration and dissatisfaction.
  • While reports provide valuable insights, remember that WFM is more than just a reporting tool. Use reports as a starting point to identify critical business factors but continue to refine and validate your forecast beyond the reports.
  • Be flexible and adapt as new information emerges. Omitting important details can hinder your forecasting success, so revise, review, and revalidate regularly.

3. Team Collaboration

  • Involving the right staff is a critical step to getting the task list right. Team Leaders, subject matter experts, and workflow coordinators all play a part at getting to the right data.
  • Document conversations and monitor for inconsistencies. As a key player, you have a special vantage point to spot potential triggers that could harm operation of the business. By offering recommendations based on your observations, you can enhance overall performance and minimize adverse effects.
  • Capture lessons learned from past forecasting experiences to continually improve future forecasts.

Building a robust workload forecast takes time and effort, but it’s a valuable tool that can transform your WFM operations. Remember, forecasting is both an art (understanding demand influencers) and a science (analyzing the numbers). So, let’s embrace the challenge, fine-tune our forecasting skills, and elevate our WFM teams to become strategic assets that drive positive change in our organizations. WFM isn’t just for the contact center anymore.

If you’re eager to dive deeper into the world of back-office WFM and gain valuable insights, I invite you to join our upcoming webinar series. This blog is just the beginning of a three-part back-office series where we’ll explore more tips, strategies, and industry best practices.

Leading with Empathy: Showing Your Servant Leadership Style in the Interview Process

Call Design on April 21, 2023

Interviewing can be a nerve-wracking experience for candidates, but have you ever considered how you as the interviewer can make the process more comfortable and positive? As a leader, you have the power to demonstrate your values even during the hiring process. By serving and supporting the interviewee, you can communicate your qualities as a servant leader and ensure a more productive, respectful interview. Here are a few strategies for serving potential hires:

1. Help them reset in an interview

Interviews can be incredibly stressful for people and that stress can turn into an anxious spiral of death. Becoming more and more flustered as they can’t think of an answer, they’re confident they’re bombing the interview, and they’re pretty sure you can see they’re sweating through their shirt even through the fuzzy Teams connection. As a servant leader try to help them out by changing course, allowing them to settle in, and know it’s a safe place.

In one interview I was chatting with someone that had been distracted by their roommate coming in unexpectedly. They weren’t sure if they should get up to close the door or stay on camera. Also, their line of thinking was interrupted and they were clearly starting to spiral. Unable to answer my questions and re-center on the topic. To help them out I shifted to questions they knew backward and forwards. 

“You mentioned that you had some cats. How many? What kinds? What are their names? How old?”

This allowed the interviewee to get out of their anxiety spiral and into a space that they knew and loved, their cats! After a few minutes of small talk, we jumped back into the questions related to the job and the company. However, this quick detour helped because:

A) it created a safe space for them to reset and refocus on the interview

B) it showed them the type of boss I would be (one that asks hard questions but also cares about your cats)

Note, I didn’t change my questions or make them easier because they had started to spiral. I didn’t lower the bar for the interview to be successful. However, I was able to create an environment that signaled the interviewee was safe here and that I wanted them to be successful. Being able to serve them, even in an interview, helps them understand the type of boss I am and what they are getting themselves into by working with me. 

2. Connect them with other opportunities in the organization

I’ve interviewed multiple people that blew me away. They had strong experience, excellent answers, and clearly understood the vision of the organization. The only problem is that they weren’t right for my team. Maybe their experience didn’t match what I needed or their answers indicated they were looking for a more senior role. In these situations you can serve them by connecting them to other leaders and roles in the organization.

Oh, and be honest about where you’re at with them. I’ve said, more than once, “I don’t want to hire you but I do want to work with you!” Let them know why your role isn’t the right fit but how you are going to try and find another way for them to join the organization.

3. Provide genuine and honest feedback after or even during the interview

As someone that has done his fair share of being interviewed, I know how frustrating it can be to feel like you’ve aced the interview only to hear “There were many qualified candidates…” You wish the company well on their search and ask for any feedback they have on how you could have positioned yourself better, and then crickets. Not one ounce of feedback. I’ve even had companies tell me that they aren’t allowed to provide that information.

One more way you can serve people before they join your team is by helping them improve their interviewing skills and answers. 

One of my favorite questions to ask is simply “Why should I hire you?” The whole interview can feel a bit like a sales pitch at times but this one makes it super crystal clear “Alright, give me your best pitch.” What I’m looking for is how well do they know themselves and their unique value add. I’m less interested in their specific brand or value add and more interested in their self-awareness. On more than a few occasions I’ve gotten the cliché “because I’m a hard worker… quick learned… self-starter… eager to learn…” and while all of those may be true I tend to think they are giving me the answer that they think I want.

In some situations, I’ve tried to coach them away from those answers. Helping them see that their wide background is a huge asset as it allows them to understand the language of many teams around us and be a critical collaborator for the team. Or that they may be inexperienced but they have intentionally and strategically built a strong network that they can tap into at any time. “I may not always know the answer to your questions, but I’m confident that I have someone in my network that I can tap that would know. By hiring me you are getting someone that is eager to learn, open to coaching, and has years of knowledge at my disposal through my network.”

Lastly and most obviously, if someone reaches out asking for feedback, actually give them some! For people that I thought would handle it well I’ve even given them the notes from the interview. Helping them see what I was thinking during the interview and the answer to ultimately why I didn’t extend them an offer. You have to be careful here because some of the notes can be a bit too honest for people and you may want to edit based on how well you know the person. In the end, though, providing any feedback will go a long way and is a small way for you to serve them.

Being a servant leader during the interview process can go a long way in creating a positive candidate experience and signaling the values of your organization. By helping potential hires reset, connecting them with other opportunities, and providing honest feedback, you can serve them even before they join your team. So, the next time you’re conducting an interview, remember to approach it with a servant leadership mindset and see how it can benefit both the candidate and your organization.

If you’re inspired to become a servant leader and create a work environment that is happy, engaged, fulfilled, and aligned, then Call Design North America is here to help. We believe that every employee deserves to have a meaningful and enjoyable work experience, and we can offer you practical tips and advice on how to achieve that. Contact us today to learn more about how we can partner with you to create a workplace where everyone can thrive.

– Dan Smitley

5 Reasons why you need people to disagree with you

Call Design on March 24, 2023

As someone who has spent a considerable amount of time in the contact center space, I’ve learned a lot about the importance of having people around you who will disagree with you. Sure, it may feel easier or more about “culture fit” to have a bunch of people agreeing with you, but the benefits of having people around you who will challenge your ideas, push back on your assumptions, and help you see things from a different perspective are numerous!

First and foremost, having people who disagree with you helps refine your ideas and produce a better product. In contact centers this is especially important because customer experience is king here. If you have a team of people who all think the same way, you run the risk of missing important details that could make or break the customer experience. Having people who are willing to speak up and challenge your assumptions can help you see things from a different perspective and ultimately improve the product or service you’re offering.

Secondly, people come from different backgrounds and will provide different perspectives on the same problem. This is incredibly valuable in contact centers because your customers are not the same as you. They have different backgrounds, experiences, and desires. Having a team full of people from different backgrounds and skill sets can help you approach these challenges in a more holistic way. For example, someone with a background in psychology might approach a problem related to agent burnout in a different way than someone with a background in engineering. Having both perspectives can help you find a more comprehensive solutions to both your customer and employee experiences.

Thirdly, you should always be learning. In fact, if you stop learning, you stop leading your organization. Having people around you who disagree gives you an amazing learing opportunity every day! By listening to their perspectives and ideas, you can broaden your own understanding of a particular issue or challenge.

Fourthly, disagreements protect you from falling into groupthink, where conformity is more important than critical thinking. If everyone on your team agrees on a particular approach or strategy, there’s a risk that you’ll overlook potential problems or issues. Having people who are willing to challenge you and the status quo can help continue to prioritize critical thinking and avoid groupthink. 

Finally, having people who disagree with you can help you grow emotionally and intellectually. It’s not always easy to hear that your ideas are flawed or that there’s a better way to approach a particular challenge. But learning to accept and embrace those perspectives can be incredibly beneficial in the long run. It can help you develop a growth mindset, where you’re constantly looking for ways to improve and evolve. 

Having people who disagree with you helps you refine your ideas, approach challenges from different perspectives, stay on top of the latest trends and best practices, avoid groupthink, and grow emotionally and intellectually. So if you’re a contact center manager or leader, make sure you’re surrounding yourself with people who will challenge you, push you, and help you be the best you can be. Your customers (and your team) will thank you for it.

– Dan Smitley

Gamification for onboarding success

Call Design on March 16, 2023

For new hires, inhouse or work at home, gamification can help improve readiness and reduce attrition.

Call Design recently made some changes to our onboarding process. Like you, we’ve got a more than full plate of tactical work to do on any given day, so making time for improving infrastructure processes like onboarding is a real challenge. But we felt that having the best possible onboarding process was critical to keep employee experience (EX) at a continued high level. Making new hires feel welcomed, valued, and equipped for success on day one is key to that high level EX. 

Lots of companies are looking for ways to improve onboarding, it’s just that many of them are failing. A recent Gallup study shows that only 12% of surveyed employees “strongly agreed” that their organizations did a great job of onboarding new workers. 

Plus, as many of you do, we’ve got many of work-at-home employees, so we’re very familiar with the challenges of communicating culture and making remote team members feel supported. This experience drives us to search for the very best solutions to help our contact center and back office customers find new ways to solve new problems with onboarding, for inhouse as well as work-at-home agents. 

While there are different methods available to train new workers and prepare them for the job, one effective solution we offer for promoting fast employee growth and success is the gamification of the training process. Here’s how it can help onboarding in a contact center.

How Does Gamification Work 

Gamification is a motivational tool that uses game mechanics like leaderboards, challenges, dashboards, points, rewards, and recognition. It has been gaining traction across many industries with proven results at providing a fun and effective way of training new workers. While traditional training methods may involve one-on-one’s with busy team leads, or passively watching study modules, gamification can add to these methods by providing interactive gaming elements to motivate agents and boost training efficiency and engagement. 

Gamification can significantly enhance the training experience while giving supervisors and training managers more opportunities to provide meaningful feedback and analyze the strengths and weaknesses of their trainees. An Aberdeen study cited by ERG shows that a gamified onboarding process boosted engagement by 48% for new hires and decreased attrition by 36%. 

Gamifying the Onboarding Process

There are different ways to watch an introductory video or a module on HR standards—it can play in the background while an employee multitasks, or the new hire can actively listen, knowing they will be tested and rewarded based on the score. With a colorful scoreboard that’s accessible anytime, there’s no mystery to the new hire’s progress. When it comes to developing new training modules and processes, there are different ways to gamify the process. Some ideas include implementing leaderboards and experience points as workers progress through their training. It not only allows trainees to have a firmer grasp of their training development, but it also provides a means to measure their progress while adding a competitive element to their training. Healthy competition, when carefully managed, can boost engagement and promote new staff to quickly hone their abilities and learn new skills to keep up with their peers and stay ahead of the game. 

In addition to leaderboards and experience points, other means of boosting trainee development and motivation are adding achievements and shareable badges. We’ve all seen social media posts in which our contacts share their accomplishments by posting earned badges. For some, the thumbs-ups we get from our network are a more powerful motivator than a gift card. These game mechanics provide a measurable means for trainees and trainers to analyze personal development and growth while giving staff goals to work towards actively. 

By having benchmarks and achievements to strive for and actively seek, employees will be more motivated to actively engage with modules on company culture, new hire instructional videos, or tutorials on the tools the employee will use. The key is to find ways that workers and trainees can measure their progress and have goals to work towards actively. 

Benefits of Gamification for New Hires

  1. Getting to know you

Gamification is a proven way to improve objective performance, but even more importantly for new hires, it is an active path to becoming part of the team. It gives new employees a way to introduce themselves to their new teammates by encouraging social interaction. Trainees can appear on leaderboards, post their achievement badges, and receive likes and positive comments from established employees. 

  1. Team Building

Not only does competition between trainees and staff promote the development of the skills necessary to succeed, but it also encourages new teammates to work together towards shared goals. Some goals are for individuals, other goals can be set on a team level, and teams can compete against each other. For some trainees, individual competition with another individual agent may not be a strong motivator. But these same employees may feel highly motivated to help their teammates reach a collective goal. 

  1. Good First Impression

You never get a second chance to make a first impression. We want our new hires to get started on the right foot, with the right mindset, and at the right pace for learning. You believe that great Employee Experience is important, and you want your new hires to believe that you believe it. They must feel in their hearts that your commitment to your employees is as real as your commitment to your customers. That way, your new hires will immediately align with that commitment.

  1. Training

From the jump, it’s absolutely vital that our employees have the training they need to deliver the extraordinary experiences that our customers expect. Gamification encourages new hires’ development throughout the training process and helps to lock in the knowledge they need to master a challenging job. Having a tool that actively pushes employees to grow and learn will ultimately lead to better-equipped staff that not only make customers happy, but also stay with the company longer.

  1. Feedback

While providing goals and achievements that employees can seek is the first step towards encouraging development and growth, providing better and more meaningful feedback is also crucial for success. New hires can be anxious about hitting the floor to take real customer interactions—having measured feedback can help them confidently feel ready. 

Progress bars and milestones give trainees a measure of their progress and provide supervisors with data they can use. Depending on the growth rate or the achievements that staff attain, team leads can look at their progress bars to provide accurate feedback and encouragement to help teams develop even further. 

The Future of Onboarding

A robust onboarding and training regimen that promotes employee growth and development is a crucial foundation for every contact center, and with gamification you can take your onboarding process to the next level. If you are interested in learning more about gamification and how it can supercharge your workspace, Call Design is here to help. Contact us today to get started!

– Shawn McCormick

3 Tips to Help You Jump From Manager to Director

Call Design on January 18, 2023

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.

One: Serve 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