Archive for the ‘Resources – Trainers’ Category

Your national embarrassment?

Thursday, August 26th, 2010

We are in the Netherlands at the moment – at a Center Parcs near Amsterdam. We went for a day out to Amsterdam on Sunday – what a lovely city with a really friendly feel to it. There was some sort of major regatta taking place and so the canals were heaving. The boats with parties on board gave the place a bit of a carnival feel.

We used the ‘canal buses’ to get around and whilst waiting at one stop an Italian and I started a conversation. He was in Amsterdam for a short break with his mother. He was probably in his late 40s, had lived in Brussels for the last 18 years, goes back to Italy twice a year and regularly has meetings in London, Paris and elsewhere.

Due to the travelling he undertook and the amount of time he has spent away from Italy, I was interested as to whether he still viewed himself as an Italian. He told me that he didn’t see himself as an Italian, more a European citizen. He also explained that as time went on he found he had more and more issues “with Italians”. We didn’t have any more time to explore this as our canal boat was pulling into the dock. He did however have a need to conclude the conversation with one last comment. He said, “Can I, on behalf of Italy, please apologise for Berlusconi. He is a national embarrassment”.  His apology appeared to be serious as it was said with both apparent embarrassment and feeling. I replied that I could understand where he was coming from; we got on the boat and went our separate ways.

This left me pondering these two questions:

1)      If I was to apologise to someone from another country for my ‘national embarrassment’, who would it be?

2)      As a trainer, which model or theory have I learned or shared with others, which, with hindsight, I should apologise for having shared – due to it not really being a very good model or theory.

So, who would be your ‘national embarrassment’, and which is the worst model or theory that you have learned or used?

I’d be very interested in your thoughts!

Paul

The Affective Domain – a little more detail

Friday, August 13th, 2010

Since blogging a couple of times about matters connected to the Affective Domain of Learning, I have had a discussion with one trainer who informed me that it was not covered at all in their course – I find that concerning.

I believe that a trainer is missing a vital tool if they do not understand and use the Affective Domain. In my blog of 26 July I gave an example of how it could be used in a learning event.

So, what exactly is it? Well, the Affective Domain (together with the Cognitive and Psychomotor Domains) came about as a result of work by Benjamin Bloom and other colleagues

There are five levels to the Domain, and these are:

  1. Receiving
  2. Responding
  3. Valuing
  4. Organisation
  5. Characterisation

As it is a Taxonomy (an ordered list), a person can only progress to a level as a result of having ‘passed through’ the lower levels. Let me give you an example.

Let’s say you are watching an appeal programme on TV such as Children in Need or Comic Relief. For anyone who hasn’t seen any such programmes, they tend to be several hours in duration and comprise a combination of celebrity appearances, films showing the suffering of various sections of the world’s population, the presentation of cheques towards these causes and details of how the viewer can also financially contribute.

By watching the programme, you are ‘Receiving’ and so are willing to watch what is being shown. You are at the first level. You may then have a conversation with a person watching with you in relation to what is being shown, which would take you to the ‘Responding’ stage. If, during that conversation, you expressed a view such as, “That’s terrible, that shouldn’t happen to anyone”, you would have progressed to the ‘Valuing’ level. A short time later you add, “In fact that’s so bad, I’m going to ‘phone in and give £10”. At this point you have reached the forth level, that of ‘Organisation’.  When you wake up the following morning you add, “I was thinking about that film last night. I have decided that I’m going to give an amount each month so that I can help a little”. Later that day, you arrange to pay an amount each month – at which point you have arrived at ‘Characterisation’ as you have demonstrated this new value.

When watching such programmes, the celebrities are sometimes – and understandably – in tears or visibly upset when witnessing some of the suffering. Within the Affective Domain they are probably at ‘Valuing’ at that point. Whether they move to a deeper level will depend on whether they do anything with their new learning after the event. Does it change their value system, or, once they return to their home, do they put it to one side and do nothing else with it.

As trainers or training mangers, we need to ensure that what we deliver has the maximum possible effect, and the maximum potential to improve performance. The Affective Domain gives a great framework for planning a methodology that will improve the retention of learning by the affect upon the learner.

Paul

Be clear about what you can actually manage

Monday, August 2nd, 2010

I was reading some posts on a Forum at the weekend relating to a person wanting some ideas for running a ‘Time Management Course’. I’m sure that you will have seen such events advertised. You may even have attended one yourself. The one thing that you will not have learned on the course is how to manage time.

Do sailors and mariners attend Tide Management courses? I don’t think so. I’m aware that King Canute piloted such a course back in the eleventh Century, but it turned out to be a bit of a non starter. He quickly realised that he was struggling to achieve the stated objectives and delegate feedback wouldn’t be good. There are certainly none that I can find on the internet. That’s probably because everyone knows that it’s not possible to manage the tide – you have to work within around High and Low tides.

I have been in cars many times when it has been getting dark and the driver – whether it has been me or someone else – has turned the lights on. As I turn the lights on, I don’t think to myself, “Oh, I’ll just manage the sunset”, I think (something like), “Oh, it’s getting dark”.

As a slight aside to that, who thought it would be a good idea to teach children about the sun rising and the sun setting? And then just when they understand that – or they think they understand it – teach  them that actually the sun stays exactly where it is – it’s us that moves …

Anyway, back to time management … So why do we talk about time management?

Not only is it an impossible task, it actually detracts from what anyone attending such a learning event is probably intending to address. If the event was called something like “Effective Task Management”, then this would more accurately summarise what the event is all about. And – more importantly – it would keep the learner focused on what they should really be seeking to achieve.  

The clearer we are with communication, the more we can achieve.

Paul

Playing with feeling and playing to learn

Monday, July 26th, 2010

In my last post I talked about the value that can be gained from affective learning methodologies, and the reluctance of some trainers to use such methodologies. One such methodology is the role play, and in this post I will give a brief run through on how to do it well.

Some role plays are very tightly scripted or structured – almost being the acting out of a scenario, or a simulation – and such activities are not intended to, nor are they likely to, achieve any affective based learning.

In order to create learning through the use of the Affective domain, the role play needs to be as unstructured as possible – and even then there is no guarantee it will achieve this. As the title suggests, it needs to involve ‘play’. We first learn to ‘play’ as children – and this generally takes place within very loose parameters, generates feelings and is one of the principle ways for children to develop their understanding of the world around them. Not unlike a good role play!

When I think back to learning events that I have really enjoyed delivering because of the intensity of the learning that has taken place, several involve unstructured or semi-structured role plays. When prepared, delivered and – most importantly – de-briefed effectively, they are an impactive way to improve interpersonal and decision making skills in a safe environment, generating long lasting learning.

Here are some key points to incorporate into your planning if you want to stand the best chance of creating an affective role play.

  • Be clear about why you are choosing the methodology – does it link in to your desired outcomes or objectives?
  • Role plays tend to be most impactive once the group is settled and relatively comfortable with each other.
  • Use volunteers – the more relaxed and willing the participants are, the more likely they are to ‘get into the role’.
  • Use written instructions so that the participants don’t know what the briefs are for each other.
  • Use names that can be for either gender – Sam or Pat for example – so that you can use whoever volunteers.
  • Where you are using an unstructured role, it is important to give the role a person’s name (i.e. Sam). This will make it clear to the person playing the role that their skills are not being assessed by those watching. In order to generate real feelings, they need to understand that they are not being asked to ‘perform’.
  • Give sufficient instructions so that the participants know how to get started, together with the licence to react as they feel fit as the role play unfolds – so you give them a ‘role’, and encourage them to ‘play’.

When might you use one? Well, one example could be in customer service training where you are wanting (1) delegates to be able to explain the potential effect on customers of a particular course of action and (2) to give feedback to a delegate on how he or she deals with a situation they may be faced with in the future.

Your briefing for the employee who will receive feedback on how they deal with a scenario could be that they are required to deal with a customer complaint in the role in which they are employed – in this instance as a Borough Council ‘front desk’ clerk.  The complainant’s brief could be that they are Sam and have neighbours who have had noisy parties for the last three weekends which have stopped Sam from sleeping. As a result Sam has spoken to the neighbour who has said that they will carry on having them, and so Sam wants the Council to address the matter before the weekend. Sam can react as he or she sees fit dependent upon how Sam is dealt with by the clerk.

Having run the role play to its natural conclusion you come to the all important de-brief. Important because you may have generated feelings in individuals and as the instigator (and trainer) you have a responsibility to discuss and give meaning to these. Important because this is where the learning is for all who are present. This is the order in which I would de-brief the scenario – and the order is important for the benefit of all those involved.

  1. Go to ‘Sam’ and ask them what they are feeling / what emotions they have.
  2. Go to Council employee (using real name) and ask the same
  3. Ask if the role play has generated any feelings for the rest of the group, and if so what feelings.
  4. Go to ‘Sam’, and this time using his / her real name, ask why Sam had the feelings described in point 1. Explore what created each of those feelings. (The name change is important here as it starts to take the person out of role).
  5. Using their own names, ask the same questions of the Council clerk and any others from the group.
  6. Points 4 & 5 above have enabled you to extract the affective learning and enabled you to debrief those involved.
  7. You can then debrief the rest of the role play in a similar way to how you might have done if you had used as a case exercise or case study as your methodology. If there are no feelings generated, you would again de-brief in a similar way to a case exercise.  
  8. Ensure the group has taken all the learning from the scenario.

That’s my 5 minute guide to running and de-briefing a role play with the intention of incorporating the Affective domain of learning. Did it make sense? If not, or you need more information, please get in touch.

Paul

To the Affective and beyond …

Thursday, July 22nd, 2010

Buzz, Woody and co are back! Toy Story 3 has arrived and is at a cinema near you. Reports say that it is a quite brilliant film, with the ability to appeal to both young and old. I’m getting excited just writing about it (and on a personal note, I’m surprised it has taken me until my fifteenth blog post to mention anything Disney)!  

Whilst it appears that Toy Story 3 will appeal to all ages, I get the impression that it’s one of those films where the adults will get more emotional than the children, and the children probably will not understand why the parents are getting all tearful – so some explanation or meaning may be required.

As many trainers know, this could be a great example of some affective learning. I’m also aware that many trainers know very little about the affective domain, and even when they do they are reluctant to use it. This is often due to the perception of such scenarios being complicated to de-brief, or that they may lose control of what takes place and not be able to gain the learning.

The majority of trainers will have a good understanding of Benjamin Bloom’s Taxonomy (or ‘ordered list’) of Cognitive learning which describes the 6 levels we, as trainers, can seek to attain with our learning methodologies. Many of us also use the Psychomotor domain of learning – the domain through which people learn how to use, for example, tools. So, when we learn to drive we learn through the Cognitive domain (what signs mean, when to indicate) and the Psychomotor domain (how to change gear, how to steer the vehicle along a correct course).

I can also recall a few affective experiences during my time driving. The one that immediately springs to mind involves a level crossing near Barnsdale Bar, but the less said about that the better – suffice to say it didn’t involve any trains or vehicles other than mine.  The Affective domain relates to feelings, and Affective learning is when we learn from those feelings.  Due to feelings having been involved, it can make the learning far longer lasting and far more potent than would otherwise be the case. Consequently, due to how much I scared myself at that level crossing, and the fact I understand what I did wrong, I haven’t made the same error again.

The use of the Affective domain can be a really powerful tool in situations such as role plays, when using an evocative piece of music or when asking people to imagine themselves in a certain scenario. I will explain in another post how to run these as effectively as possible.

The most important thing to remember, however, is that a person doesn’t actually learn whist experiencing the feelings – they learn from being de-briefed. They learn in the cognitive domain from understanding their feelings – and in learning situations people will often not fully appreciate why they have experienced certain feelings.  And the rest of the group – who may not have experienced any feelings – will learn vicariously from the effective de-briefing of the situation.

The reviewer of Toy Story 3 at Movies.com commented, “You might bring a handkerchief along. Or some tissue. Whatever you have. A long-sleeved shirt will do. You’re going to need it. My viewing companion openly sobbed during the entire final five minutes”.

If you go and see Toy Story 3, I’m pretty sure that you will understand where any feelings come from – but those around you may not, particularly if they are young. You will be able to increase their understanding of the world with a helpful explanation of what happened for you – once you’ve stopped sobbing!

Paul

That’s one small step for most people; one giant leap for Paul

Friday, July 16th, 2010

I think I have now got to grips with a blog – or at least the basics of a blog. Unless you tell me differently?  I have also received some great feedback about the website.

What is even better is that two people have said that the site doesn’t do quite what they would like it to. One person said they really liked it and wanted to leave some comments both on it and about it, but couldn’t, and another person said that they wanted to ask for a bit of help / advice but thought that the contact section felt a bit too formal.  To me, the common denominator in those comments was that it needed to be more interactive.

Having had my thinking hat on, and having spent many hours tinkering (and I mean ‘many’, due to my lack of computer skills!), I have hatched a cunning plan … so cunning – Blackadder might say – you could put a tail on it and call it a fox!  A plan that will – I think – go a good way to addressing that feedback. In fact, I’m really excited about what I have come up with!

The excitement is mainly due my ‘solution’ also enabling me to work on something else I have been thinking about for some time. Lots of the websites that I frequent or have looked at have forums for their members – CIPD, TainingZone, CMI, Glasstap, etc. These are great, however, you also have to pay to access them and / or they are very specialist.

Many of the first line managers or aspiring managers who I coach or train do not have access to any such forums. From the discussions we’ve had, they would find such a facility of great use. I know from delivering learning events that often the most beneficial, valuable and thought provoking aspects are when  we look at case studies  to which there are no obvious right or wrong answers. Because that’s what happens in reality.

But I don’t have the capability or resources to set up anything on the scale of those previously mentioned sites. But I would like to offer a facility to those who have attended courses (and those who come across the facility and find it of use) whereby I can continue to offer them support.

 People also tell me that they would sometimes like the chance to make contact away from a workplace computer, and it isn’t lost on me just how many people use Facebook – and how versatile it has become.

So, how can I deal with all that? Well, I have created a ‘Breathe Personal and Organisational Development Facebook Page’. This will enable people to leave comments on the website and to ask questions in a more informal way. It will also give others the opportunity to contribute to posts that people have left. People will be able to pick up ideas from reading questions and comments that others raise. Almost a virtual action learning set. And, of course, it’s all free!

I hope people will use it to pose a question, get a bit of advice or perhaps a resource they have mislaid. I’ll not have the answers to all the points raised, but in such cases there’s a good chance I’ll know someone who will.  It will be interesting to see how well it works or what level of take up there is. I’ve had great fun learning as I have put it all in place, so if it’s of use to one person, it will have been worth the effort!

And, dear reader, you can help me. As you may be aware, it is possible to create a ‘Username’ for a ‘Facebook Page’, however, a page has to have at least 25 ‘fans’ for this to happen. So if you would be happy to be a ‘fan’, it would be great if you could support this little venture by going the Breathe Facebook Page (via this link) and pressing the ‘like’ button – assuming you do like the idea – and that will enable me to give it a proper name!

And if you can see any other improvements I could make, please do let me know …

But – unfortunately – I haven’t solved the whole problem as I have now found out that one of the people who sent me the feedback isn’t on Facebook! – So let’s get back to that drawing board …

Paul

Reducing the cost of Training Rooms

Tuesday, July 13th, 2010

The sun is shining and I’m in a field in Northamptonshire – Elkington to be exact. Having said that, I’ll not be in the field when you read this as I have no internet access here and so ‘publication’ will have to wait. I’m at the Battlefield Trec with Peta and Sasha (and Sam and Joker).

The Trec is presumably named after the Battle that, according to my map, took place near here in 1645. My lack of detailed knowledge of English history and – more importantly – no internet access prevent me from imparting further detail.

A Trec, in short, is a challenge for horses and riders in orienteering and agility skills and they take place all over the UK. On one day horse and rider enjoy a 20 – 50km ride (dependent upon your level) where they pick up points for interpreting the map clues correctly and completing the ride within the set timescales. On the other day, they undertake a sort of obstacle course and are timed on how effectively the horses can undertake walking and cantering – technically referred to as ‘Control of Paces’. I go as a helper, gofer and driver – and have increased my repertoire of skills this weekend by doing some judging.

What made this Trec different to any of the others that I have attended was the provision of a training session for people who wanted to learn more about moving up a level. If you move up a level you go on a longer orienteering ride and the clues are more difficult.

The training session was in a barn. You took your own chair, your own paper, your own refreshments and your own writing implements. No free pens bearing a sponsor’s name, no sweets to eat (or take home to the kids!). The air-conditioning was determined by the gap in the barn door. But all the delegates were enthusiastic and willing to learn. What would you prefer – a posh venue with delegates who do not particularly want to be there, or keen and participative delegates at a Village Hall? 

This venue reminded me of various discussions I had seen and heard in the previous week relating to perceived links between the quality of a venue and how this can improve the quality of learning. One person had asked the question on a forum and there were various responses, including one person listing their Top 21 tips for an effective training room.  Another person in another discussion was quite effervescent in their enthusiasm for the use of good quality learning facilities and the many benefits they bring with them – they did at least have the openness to point out that their role was to hire out such facilities. The return on the investment is difficult to quantify – if in fact there is any.

But hiring facilities is an expensive business.  And if you or your organisation is looking to save money at the moment it is an area that you could target with surprisingly good results. 

Every day there will be training and meeting rooms near you sitting empty, and every day – again near you – your organisation or other people will be hiring such facilities. These people need to be brought together. 

I have done this previously by getting together with similar organisations and creating a ‘currency’ for the use of a classroom or a spare place on a corporate course. First it needs some alternative thinking – in a similar way to the Universities when they decided to hire out their accommodation during student holiday time.  It also takes a bit of setting up as you need to decide on full or partial cost recovery and may need to involve your Finance people to keep them on side, but it’s do-able.  And not only does it save money, it cements effective helping relationships and can bring in different ideas by having delegates from other organisations. 

Try it – there are great gains to be made, and not just financial ones. If you want any more information about how I went about it, feel free to drop me a line and I’ll happily supply you with more information. 

Paul 

P.S. (added after returning from Elkington) Peta, Sam and the horses came second overall in their level with their highest ever score, so they were very happy!

And when you have reached the mountain top, then you shall begin to climb

Wednesday, July 7th, 2010

If you read my last post, you may recall (well, you should recall – it was only yesterday!) that I was illustrating some possible principles for coaching through use of quotes from “The Prophet” by Khalil Gibran.

The next few quotes describe to me aspects of the relationship between the coach and coachee:

    Go to your fields and your gardens, and you shall learn that it is the pleasure of the bee to gather honey of the flower,
    But it is also the pleasure of the flower to yield its honey to the bee.
    For to the bee a flower is a fountain of life,
    And to the flower a bee is a messenger of love,
    And to both, bee and flower, the giving and the receiving of pleasure is a need and an ecstasy.

    Your friend is your needs answered.
    He is your field which you sow with love and reap with thanksgiving.

    The mountain to the climber is clearer from the plain.

    And there are those who talk, and without knowledge or forethought reveal a truth which they themselves do not understand.
    And there are those who have the truth within them, but they tell it not in words.

And my final section is devoted to the coachee, or a learner in any situation. I think these are probably my favourites, and some of them I find very powerful:

    And how shall you rise beyond your days and nights unless you break the chains which you at the dawn of your understanding have fastened around your noon hour?    We wanderers, ever seeking the lonelier way, begin no day where we have ended another day; and no sunrise finds us where sunset left us.    Your reason and your passion are the rudder and the sails of your seafaring soul.

If either your sails or our rudder be broken, you can but toss and drift, or else be held at a standstill in mid-seas.

    Your pain is the breaking of the shell that encloses your understanding.
    Even as the stone of the fruit must break, that its heart may stand in the sun, so must you know pain.
    
    And seek not the depths of your knowledge with staff or sounding line.
    For self is a sea boundless and measureless.
    Say not, “I have found the truth,” but rather, “I have found a truth.”
    Say not, “I have found the path of the soul.” Say rather, “I have met the soul walking upon my path.”
    For the soul walks upon all paths.
    The soul walks not upon a line, neither does it grow like a reed.
    The soul unfolds itself, like a lotus of countless petals.

    No man can reveal to you aught but that which already lies half asleep in the dawning of our knowledge.    You have been told that, even like a chain, you are as weak as your weakest link.
    This is but half the truth. You are also as strong as your strongest link.
    To measure you by your smallest deed is to reckon the power of ocean by the frailty of its foam.

    And when you have reached the mountain top, then you shall begin to climb.

What do you think? Do you like them? Are there any that particularly stand out for you? Or do they do nothing for you? Do you have some alternative principles or inspirational quotes?

And looking at the two posts as a whole, and revisiting my question with regard to coaching models, what are your views?

Paul

Do we need models for coaching?

Tuesday, July 6th, 2010

I am amazed at how many coaching models appear to have been created over the last few years. Almost every time I run a session on coaching, someone in the group tells me of another model I then encounter for the first time. Are they all required? Are any of them required? Perhaps I ask the question as I come from a standpoint that I don’t see any of them as particularly useful.

Well, there’s one I like – and I first heard about it last year. It is the “WAIT” model. And it stands for “Why Am I Talking?”. Which perhaps isn’t a model but more of a principle – which could explain why I like it. I much prefer the idea of operating from a set of principles.

The best bit of coaching I ever received was about 13 or 14 years ago near a lock on a waterway somewhere in Cambridgeshire. I had stopped off on the way to or from somewhere to have a meal with my very dear friend Sara. Sara and I are different in many ways – perhaps the most striking being my liking to consider and plan, and Sara being a person who does almost everything on the spur of the moment. We were having a walk (with a bit of skipping and the odd cartwheel thrown in for good measure) near this river or canal, having a laugh and being silly. As we approached the lock, Sara said, “Come on, let’s walk across the lock”, and off she went stepping on to this thin lock gate. “But I might fall in”, I retorted. “And?” she shouted back, almost at the other side.

That “And?” has replayed many times in my mind since then and in many different situations. It didn’t need a model to make it great, but it did need a relationship.

Sara also introduced me to a book called “The Prophet” by Khalil Gibran. As he is apparently the third most read poet in history, and this particular work is his most famous, you may have read it. “The Prophet” is said to be his metaphor for life.

I think it offers some very inspirational thoughts that can work very well as principles for coaching and training. The following are some extracts that help me to ensure that I am as effective as possible as a coach or trainer.

    The teacher who walks in the shadow of the temple, among his followers, gives not of his wisdom but rather of his faith and his lovingness.
    If he is indeed wise he does not bid you enter the house of wisdom, but rather leads you to the threshold of your own mind.

    They come through you but not from you,
    And though they are with you, yet they belong not to you.
    You may give them your love but not your thoughts.
    For they have their own thoughts. 

    You give but little when you give of your possessions.
    It is when you give of yourself that you truly give. 

    Work is love made visible.
    And if you cannot work with love but only with distaste, it is better that you should
 leave your work and sit at the gate of the temple and take alms of those who work with joy.
    For if you bake bread with indifference, you bake a bitter bread that feeds but half man’s hunger.
    And if you grudge the crushing of the grapes, your grudge distils a poison in the wine.
    And if you sing though as angels, and love not the singing, you muffle man’s ears to the voices of the day and the voices of the night.
    And in much of your talking, thinking is half murdered.
    For thought is a bird of space, that in a cage of words many indeed unfold its wings but cannot fly.
What do you think?

Tomorrow I will offer some other quotes from the book which will relate to principles that coachees or learners could adopt and quotes that could apply to the coach and coachee relationship.

Paul

Banking on objectivity

Thursday, July 1st, 2010

I’ve just had a request this morning from a bank in Cambodia for a copy of a Learning and Development Quality Management System. It reminded me of a recent encounter I had with a more local bank.

I recently discovered that a cheque I had paid into the Bank had not registered on the account. It had been a couple of weeks since I posted it through the bank’s letterbox and I was starting to wonder where it had got to. I had used the letterbox as the cash machine on the side of the building was not accepting deposits. I thought a visit to the Bank was in order.

I explained the circumstances to one of the staff and I answered all her questions. Yes, I was sure it was this Branch. Yes, I had used the correct account number. Yes, I had definitely delivered it. No, I didn’t have any other bank accounts with them that I could have put it into. Yes, it was definitely this Bank I had posted it at and not a different one.

A slightly awkward silence followed. “I’m sorry Mr Ackerley, I don’t know what has happened to your cheque, but we definitely haven’t got it”, was the comment that broke the silence. I felt my frustration levels rising. This was obviously the end of the road with this person. I asked to speak with a manager. “I don’t think a manager will be able to do any more than I have done”. I reiterated my desire to speak with a manager, and in due course one arrived. We revisited all the questions that I had answered with the first assistant – perhaps unsurprisingly, the answers were the same. And the conclusion was the same – “I’m sorry, I don’t know where your cheque can be”.

“Okay”, I said, “I say I posted it through your letterbox and you say you haven’t received it. Let’s go back to the last point I know where it was – your letterbox. Please can you check the letterbox to ensure it hasn’t got stuck anywhere”. I was assured that this couldn’t have happened as there was nowhere in the box for it to get stuck. I was insistent. The manager reluctantly agreed. About five minutes later the manager returned with a sheepish look on his face and a huge pile of mail. “I must apologise”, he sighed, “It looks like nobody has emptied it for about 3 weeks”. And, yes, my cheque was in there.

The interaction highlighted the value of focussing on the process rather than assumptions. If either of the staff members had focussed on the process – the route the cheque had taken – they would have approached the situation more objectively and looked in the letterbox, but they chose to focus on the assumption that the customer didn’t know what he was doing (sometimes the case, I will admit, but not on this occasion!).

Would you notice if you hadn’t received any post for three weeks? I would. It made me realise that in some sectors mail doesn’t have much of a role any longer. I remember as a child my dad stopping the car and pointing out a house with no chimney – a real rarity. Perhaps in 10 years time we will be pointing out buildings with no letterboxes.

Pleasingly, the manager was very apologetic – unlike the assistant who appeared to disappear into the woodwork as the manager returned with the mail. Perhaps because they were embarrassed, or it was their job to empty the letterbox, or they would have to go through all the mail – or perhaps some other reason.  But when a mistake has been made, admit it. He did that, and we had a laugh about it and moved on. If he hadn’t, I would have formally complained or changed banks.

And from a training perspective, what a great scenario for a role play for customer service training! Better than anything I could have made up – but the real experiences always are.

Paul