Le g endary Service ® Fa ci l i t a t or Guide Kathy Cuff Vicki Halsey Ken Blanchard Legendary service ® Facilitator guide Authors Kathy Cuff Vicki Halsey Ken Blanchard Product Developer Maril Adrian Illustrator Gary Onstad Art Director Beverly Haney Prototype Developers Rusti Dixon Jennifer Kordenbrock Project Manager Gary Onstad Proofreaders Barbara Akers Carey Nash Production Artists Martha Maher Gary Onstad Erin Reiter Printing IKON Office Solutions Brand Manager Victoria Cutler © Copyright 2007 by The Ken Blanchard Companies. All rights reserved. Do not duplicate. These materials have been designed to develop specific knowledge and skills and have been thoroughly tested to ensure their effectiveness. They represent the proprietary intellectual property of The Ken Blanchard Companies and are protected under international copyright law. These materials may not be reproduced in whole or in part in any form without the prior written permission of The Ken Blanchard Companies. Global Headquarters +1 760 489-5005 • 800 728-6000 • Fax +1 760 489-8407 UK +44 (0) 1483 456300 Canada +1 905 829-3510 • 800 665-5023 Singapore +65 6775-1030 www.kenblanchard.com Item # 16571 V120111 LEGENDARY SERVICE® FACILITATOR GUIDE Table of Contents Preface............................................................................................................ vii Section 1—Preparation Preparation........................................................................................................1 The Facilitator Kit...............................................................................................3 Equipment and Supplies.....................................................................................4 Materials............................................................................................................5 Training Preparation...........................................................................................6 Legendary Service® Training Design...................................................................7 Legendary Service® for Managers Training Design.............................................9 Legendary Service® Visual Aids Overview........................................................10 Legendary Service® Visual Aids........................................................................ 11 Legendary Service® Flip Charts........................................................................20 Legendary Service® for Managers Visual Aids..................................................22 Legendary Service® for Managers Flip Charts..................................................26 Section 2—Service Providers Activities Activity 1: Introduction......................................................................................1 Activity 2: Workshop Materials..........................................................................5 Activity 3: The Name Game...............................................................................7 Activity 4: Team Challenge................................................................................9 Activity 5: Service Audit................................................................................... 11 Activity 6: I CARE............................................................................................15 Activity 7: Ideal Service....................................................................................19 Activity 8: Hall of Famers.................................................................................21 Activity 9: Beliefs about Service.......................................................................25 Activity 10: The Benefits of Legendary Service®..............................................27 Activity 11: Legendary Service® Challenge.......................................................31 Activity 12: Ideal Service Self-Survey...............................................................33 Activity 13: Ideal Service Review......................................................................35 Activity 14: Culture of Service Challenge.........................................................37 Activity 15: Vision and Values Video Clip.........................................................41 © 2007 The Ken Blanchard Companies. 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Do not duplicate • Item # 16571 • V120111 iii FACILITATOR GUIDE Table of Contents LEGENDARY SERVICE® Activity 16: Personal Service Vision..................................................................43 Activity 17: Values Exercise.............................................................................. 51 Activity 18: Culture of Service Self-Survey.......................................................57 Activity 19: Culture of Service Review.............................................................59 Activity 20: Attentiveness................................................................................ 61 Activity 21: Attentiveness Video Clip...............................................................63 Activity 22: Getting to Know Your Customers.................................................65 Activity 23: Attentiveness Challenge 1.............................................................67 Activity 24: Self-Care.......................................................................................69 Activity 25: Customer Profiles..........................................................................73 Activity 26: Lasting Impressions.......................................................................75 Activity 27: Attentiveness Challenge 2.............................................................77 Activity 28: Attentiveness Self-Survey..............................................................79 Activity 29: Attentiveness Review....................................................................81 Activity 30: Responsiveness Challenge.............................................................83 Activity 31: Responsiveness Skills.....................................................................85 Activity 32: Listening Roleplays........................................................................89 Activity 33: The Benefits of Listening...............................................................93 Activity 34: The EAR Model.............................................................................95 Activity 35: Active Listening Demonstration....................................................99 Activity 36: Listening to the Nonverbals.........................................................101 Activity 37: Dealing with Difficult Situations..................................................109 Activity 38: Service Secrets............................................................................ 115 Activity 39: Caring for Your Customers.......................................................... 117 Activity 40: Responsiveness in Action............................................................ 121 Activity 41: Responsiveness Self-Survey......................................................... 125 Activity 42: Responsiveness Review............................................................... 127 Activity 43: Empowerment Challenge............................................................129 Activity 44: Power and Influence................................................................... 131 Activity 45: The Power of Feedback...............................................................135 Activity 46: Empowerment Self-Survey..........................................................139 Activity 47: Empowerment Review................................................................ 141 Activity 48: Legendary Service® Action Plan..................................................143 Activity 49: Closing........................................................................................145 iv © 2007 The Ken Blanchard Companies. 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Do not duplicate • Item # 16571 • V120111 LEGENDARY SERVICE® FACILITATOR GUIDE Table of Contents Section 3—Managers Activities Activity 1: Introduction......................................................................................1 Activity 2: Legendary Service®...........................................................................5 Activity 3: Workshop Materials..........................................................................7 Activity 4: Service Champions............................................................................9 Activity 5: The Service Initiative.......................................................................13 Activity 6: I CARE Model.................................................................................15 Activity 7: Ideal Service....................................................................................19 Activity 8: Service Implementation..................................................................21 Activity 9: Practices, Policies, and Procedures..................................................25 Activity 10: Culture of Service.........................................................................27 Activity 11: Organizational Culture..................................................................29 Activity 12: Vision and Values..........................................................................31 Activity 13: Attentiveness................................................................................35 Activity 14: Service Providers...........................................................................37 Activity 15: Responsiveness.............................................................................41 Activity 16: The EAR Model.............................................................................43 Activity 17: Praising.........................................................................................45 Activity 18: Skill Development.........................................................................47 Activity 19: Empowerment...............................................................................53 Activity 20: The Playing Field...........................................................................55 Activity 21: The Service Message.....................................................................59 Activity 22: Action Planning............................................................................ 61 Activity 23: Closing..........................................................................................63 © 2007 The Ken Blanchard Companies. All rights reserved. Do not duplicate • Item # 16571 • V120111 v LEGENDARY SERVICE® FACILITATOR GUIDE Preface As facilitators, we have a tremendous opportunity to positively affect the lives of leaders, the team members who work with them, and the organizations they serve. In addition, we ultimately impact their relationships with their customers by helping them create an environment that focuses on service. This facilitator guide provides detailed instructions for delivering two Legendary Service® workshops. The one-day workshop is designed for service providers—anyone who interacts with internal and/or external customers. The half-day workshop is directed at their managers, who will act as service champions supporting the service initiative in the organization. Both workshops use the I CARE Model as a framework. The acronym represents five concepts that promote the delivery of Legendary Service: I—Ideal Service—or the day-to-day delivery of good customer service—can only happen if service providers believe it is important. C—By communicating a strong vision and reinforcing the values that guide behavior on a daily basis, organizations can create a Culture of Service that supports a customer-focused environment. A—Attentiveness to the customer—knowing their preferences and how they like to be treated—is a requisite to a positive service interaction. R—The customer experience itself must be one of Responsiveness on the part of the service provider—demonstrating a genuine willingness to serve customers and fulfill their individual needs. E—A true feeling of Empowerment and a clear scope of authority is needed if service providers are to respond quickly and effectively. © 2007 The Ken Blanchard Companies. All rights reserved. Do not duplicate • Item # 16571 • V120111 vii FACILITATOR GUIDE Preface LEGENDARY SERVICE® These concepts are addressed from different perspectives according to the focus of the workshop in order to clarify the specific roles of the service provider and the service champion in the service initiative. The Legendary Service program represents the best of our research and our experience in working with organizations that make customer service a priority. These organizations recognize that the most important link in the delivery of legendary service is their people and the relationships they build with their customers. As you teach the concepts of the I CARE Model, you will find that they have universal application, not only for the service provider-customer relationship but for other relationships as well. We are always amazed at how much we continue to learn when we bring this message into organizations and hope you enjoy facilitating the program as much as we do. Kathy Cuff Vicki Halsey Ken Blanchard viii © 2007 The Ken Blanchard Companies. All rights reserved. Do not duplicate • Item # 16571 • V120111 LEGENDARY SERVICE FACILITATOR GUIDE ® Legendary Service Training Design ® Activity Title Minutes Schedule 20 9:00–9:20 1 Introduction 2 Workshop Materials 3 9:20–9:23 3 The Name Game 5 9:23–9:28 4 Team Challenge 6 9:28–9:34 5 Service Audit 8 9:34–9:42 6 I CARE 3 9:42–9:45 7 Ideal Service 1 9:45–9:46 8 Hall of Famers 30 9:46–10:16 Break 10 10:16–10:26 Beliefs about Service 7 10:26–10:33 10 The Benefits of Legendary Service 6 10:33–10:39 11 Legendary Service Challenge 3 10:39–10:42 12 Ideal Service Self-Survey 4 10:42–10:46 13 Ideal Service Review 5 10:46–10:51 14 Culture of Service Challenge 6 10:51–11:57 15 Vision and Values Video Clip 12 10:57–11:09 16 Personal Service Vision 22 11:09–11:31 Break 10 11:31–11:41 17 Values Exercise 15 11:41–11:56 18 Culture of Service Self-Survey 4 11:56–noon 19 Culture of Service Review 5 noon–12:05 20 Attentiveness 1 12:05–12:06 21 Attentiveness Video Clip 11 12:06–12:17 22 Getting to Know Your Customers 13 12:17–12:30 LUNCH 45 12:30–1:15 9 © 2007 The Ken Blanchard Companies. 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Do not duplicate • Item # 16571 • V120111 Preparation 7 FACILITATOR GUIDE Legendary Service Training Design LEGENDARY SERVICE ® ® Activity Title Minutes Schedule 6 1:15–1:21 23 Attentiveness Challenge 1 24 Self-Care 11 1:21–1:32 25 Customer Profiles 30 1:32–2:02 26 Lasting Impressions 17 2:02–2:19 27 Attentiveness Challenge 2 3 2:19–2:22 28 Attentiveness Self-Survey 4 2:22–2:26 29 Attentiveness Review 5 2:26–2:31 Break 10 2:31–2:41 30 Responsiveness Challenge 4 2:41–2:45 31 Responsiveness Skills 5 2:45–2:50 32 Listening Roleplays 17 2:50–3:07 33 The Benefits of Listening 3 3:07–3:10 34 The EAR Model 4 3:10–3:14 35 Active Listening Demonstration 11 3:14–3:25 36 Listening to the Nonverbals 6 3:25–3:31 37 Dealing with Difficult Situations 7 3:31–3:38 38 Service Secrets 5 3:38–3:43 39 Caring for Your Customers 2 3:43–3:45 Break 10 3:45–3:55 40 Responsiveness in Action 33 3:55–4:28 41 Responsiveness Self-Survey 4 4:28–4:32 42 Responsiveness Review 5 4:32–4:37 43 Empowerment Challenge 6 4:37–4:43 44 Power and Influence 17 4:43–5:00 45 The Power of Feedback 10 5:00–5:10 46 Empowerment Self-Survey 4 5:10–5:14 47 Empowerment Review 5 5:14–5:19 48 Legendary Service Action Plan 10 5:19–5:29 49 Closing 4 5:29–5:33 Total Training Time 8 Preparation 7 hours 28 minutes © 2007 The Ken Blanchard Companies. 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Do not duplicate • Item # 16571 • V120111 LEGENDARY SERVICE FACILITATOR GUIDE ® Legendary Service for Managers Training Design ® Activity Title Minutes Schedule 20 9:00–9:20 1 Introduction 2 Legendary Service 1 9:20–9:21 3 Workshop Materials 2 9:21–9:23 4 Service Champions 5 9:23–9:28 5 The Service Initiative 1 9:28–9:29 6 I CARE Model 3 9:29–9:32 7 Ideal Service 1 9:32–9:33 8 Service Implementation 6 9:33–9:39 9 Practices, Policies, and Procedures 33 9:39–10:12 Break 10 10:12–10:22 10 Culture of Service 1 10:22–10:23 11 Organizational Culture 9 10:23–10:32 12 Vision and Values 24 10:32–10:56 13 Attentiveness 1 10:56–10:57 14 Service Providers 20 10:57–11:17 Break 10 11:17–11:27 15 Responsiveness 1 11:27–11:28 16 The EAR Model 3 11:28–11:31 17 Praising 10 11:31–11:41 18 Skill Development 15 11:41–11:56 19 Empowerment 1 11:56–11:57 20 The Playing Field 12 11:57–12:09 21 The Service Message 20 12:09–12:29 22 Action Planning 3 12:29–12:32 23 Closing 2 12:31–12:33 Total Training Time 3 hours 14 minutes © 2007 The Ken Blanchard Companies. All rights reserved. Do not duplicate • Item # 16571 • V120111 Preparation 9 LEGENDARY SERVICE® FACILITATOR GUIDE Activity 1 20 Introduction Purpose ♦ ♦ ♦ Participants are introduced to the purpose and objectives of the Legendary Service® program. 1. Introduce Workshop minutes large group 3 min. ■■ Display visual aid 1—Welcome. ■■ Welcome participants to Legendary Service. Reference ••• Provide a brief account of your background and interest in customer service, share a story, or display a visual aid that shows something about you or a relevant subject. ■■ Introduce yourself. ■■ Briefly explain the organization’s goals for implementing customer service training. 2. Introduce Participants large group 15 min. ■■ Give this direction … Please briefly introduce yourself, stating: • Your name • An interesting fact about yourself ■■ Lead a round-robin of introductions. © 2007 The Ken Blanchard Companies. All rights reserved. Do not duplicate • Item # 16571 • V120111 Service Providers Activities 1 FACILITATOR GUIDE Introduction LEGENDARY SERVICE® 3. Present Workshop Purpose large group 1 min. ■■ Display visual aid 2—Workshop Purpose. Refer to workbook page 1—Introduction to Legendary Service. ■■ Make this remark … The purpose of today’s workshop is to help you provide Legendary Service to your customers so they keep coming back. 4. Present Workshop Outcomes large group 1 min. ■■ Display visual aid 3—Workshop Outcomes. 2 Service Providers Activities © 2007 The Ken Blanchard Companies. All rights reserved. Do not duplicate • Item # 16571 • V120111 LEGENDARY SERVICE® FACILITATOR GUIDE Introduction ■■ Make these remarks … As a result of the workshop, you will: • Recognize ideal service and its value to the organization • Develop a service vision • Identify your internal and external customers • Develop skills to communicate more effectively • Expand your sources of empowerment • Create an action plan for delivering Legendary Service to your customers © 2007 The Ken Blanchard Companies. All rights reserved. Do not duplicate • Item # 16571 • V120111 Service Providers Activities 3 LEGENDARY SERVICE® FACILITATOR GUIDE Activity 2 3 Workshop Materials Purpose ♦ ♦ ♦ Participants review the workshop materials. Reference ••• Hold up the Legendary Service Participant Workbook, passport, game plan, and boomerang as you describe their use in the workshop. 1. Review Workshop Materials minutes large group 2 min. ■■ Display visual aid 4—Workshop Materials. ■■ Make these remarks … Your participant materials for the workshop consist of: • A participant workbook • A game plan • A passport • A boomerang The workbook contains the content of the program as well as the activity pages that support the learning process. The game plan is a handy reference tool containing the important models and skills you will be learning in this workshop. © 2007 The Ken Blanchard Companies. All rights reserved. Do not duplicate • Item # 16571 • V120111 Service Providers Activities 5 FACILITATOR GUIDE Workshop Materials LEGENDARY SERVICE® The passport will serve as your action plan. I will encourage you to capture all of your great insights and intentions throughout the day. It’s designed to help you identify the things you want to start doing, stop doing, and continue doing to better serve your customers. The boomerang will serve as a reminder of what you are trying to do, which is to keep your customers coming back. It will also be used to capture the next steps you want to take following the workshop. 2. Provide Logistics large group 1 min. ■■ Provide relevant information regarding breaks, lunch, environment, and other logistics. 6 Service Providers Activities © 2007 The Ken Blanchard Companies. All rights reserved. Do not duplicate • Item # 16571 • V120111 LEGENDARY SERVICE® FACILITATOR GUIDE Activity 3 5 The Name Game Purpose ♦ ♦ ♦ Participants create a list of words describing themselves and the type of service they provide to others, using the letters of their first name. Reference ••• Example for Kathy K—Kind A—Attentive T—Thorough H—Happy Y—Yes! 1. Set Up Name Game minutes large group 1 min. Refer to workbook page 2—The Name Game. ■■ Make these remarks … This workshop is designed to help you see yourself as a service provider to your customers. We are going to empower your thinking by playing the name game. ■■ Give these directions … Print your first name in the column of boxes on page 2 of your workbook, one letter per box. Then think of words or phrases that start with these letters and define you and/or the type of service you provide to others. ■■ Give an example, using your own name. ■■ Give this direction … Share your words with the people at your table and help each other think of words. 2. Conduct Name Game 3. Introduce Team Structure teams 3 min. large group 1 min. ■■ Make this remark … Just as you helped each other in this little activity, I want you to think of yourselves as a service team, helping each other acquire the knowledge and skills that produce Legendary Service. © 2007 The Ken Blanchard Companies. All rights reserved. Do not duplicate • Item # 16571 • V120111 Service Providers Activities 7 LEGENDARY SERVICE® FACILITATOR GUIDE Activity 4 6 Team Challenge Purpose 1. Introduce Team Challenge ♦ ♦ ♦ Participants are introduced to the team challenge and compete for points by listing words that mean service. P r e pa r a t i o n minutes large group 1 min. ■■ Display visual aid 5—Team Challenge. ■ ■ ■ Prepare a flip chart with a Team Challenge scoreboard to post on the wall. Team Challenge Team Points ■■ Display the prepared flip chart. Team Challenge Team Reference ••• Materials needed: Small prizes for all teams, to be given out at the end of the session Points ■■ Make these remarks … One of the ways you can be of service to your teammates is to earn points for your team. Throughout the day, you will compete with the other teams by answering service-related questions that require multiple answers. You’ll earn one point for each answer so you can see the advantage of working together. You’ll also earn one point per person by coming back from breaks and lunch on time. You’ll have several opportunities to earn points throughout the day. Fabulous prizes can be won! First, you need to come up with a name for your team. © 2007 The Ken Blanchard Companies. All rights reserved. Do not duplicate • Item # 16571 • V120111 Service Providers Activities 9 FACILITATOR GUIDE Team Challenge LEGENDARY SERVICE® teams 2 min. large group 1 min. 2. Select Team Names 3. Set Up Challenge ■■ Collect and record team names on the scoreboard. Refer to workbook page 3—Team Challenge. ■■ Give these directions … Write down as many words as you can that mean service. Remember, you are working together as a team. 4. Conduct Challenge 5. Award Points teams 1 min. large group 1 min. ■■ Solicit examples, such as … • Integrity • Generosity • Smiles • Helping others • Listening ■■ Make this remark … Count up the number of words you wrote down and have one person from your team come up and write the number of points you earned on the scoreboard. 10 Service Providers Activities © 2007 The Ken Blanchard Companies. All rights reserved. Do not duplicate • Item # 16571 • V120111