Megaphone service culture

When is the best time to deliver service culture training?

25th Oct 2018

Leaders shouldn't rush training staff on service culture, as there are certain steps that need to be taken first. 

Any service culture initiative will eventually involve training. The big question is, "When?"

I've gotten a lot of calls from customer service leaders lately who have wanted advice on service culture training. My answer almost invariably surprises them: “You aren't ready just yet. There are a few steps you should take first."

Read on to see the advice I share with these leaders and discover the pre-work that should be done before any service culture training programme. You'll know it's time to train when you've completed these assignments.

Define your culture first

Imagine you decided to invest in new accounting software for your company. There are a lot of different products on the market, so you decide to conduct a search for the best option.

Is that the time to train employees on the new accounting software?

Of course not! You must first decide which software you're going to acquire and then install the software so employees can actually use it before training them.

Service culture is the same way. 

There's no sense sending employees to training until you've defined your culture with a shared definition of outstanding service called a customer service vision

The vision should be the basis for your service culture training. Without one, your training will be generic and won't be customised to your organisation's unique culture.

I outlined the process I use to create a customer service vision in The Service Culture Handbook. You can also read this step-by-step guide.

Create learning objectives

Let's go back to the accounting software analogy.

Imagine you've selected a software vendor and installed the new software so it's ready for employees to use. Now is surely the time to train employees, right?

Not so fast!

You must first know exactly what you want employees to do with the software. This might involve mapping out the various tasks employees will perform in the software and then designing a curriculum to teach employees those specific skills.

Service culture training is the same way. You must start by identifying what you want your employees to know and do after completing the training.

I always advise clients to focus their service culture training programme on helping employees answer three questions:

  1. What is the customer service vision?
  2. What does it mean?
  3. How do I personally contribute?

Using these questions has a guide will make your training much more specific and focused. 

Plan for sustainability

Okay, let's go back to the accounting software analogy one more time.

Imagine you implement the software and create a training programme for your employees. Surely, now it's time to train, right?!

Not necessarily.

You want to time the training so employees learn to use the software right before they start using it. If you do the training too far in advance, employees will inevitably forget what they learned and they'll need to be trained again.

Service culture training works the same way. Before you train employees, you want to be sure that their work environment will help sustain and reinforce the training.

This means aligning two things with the training programme:

  1. The employees' daily work.
  2. Messaging from the employees' boss.

Examples of daily work include policies and procedures, resources, and tools. If the service culture training encourages employees to go "above and beyond" for customers, but employees are bound by strict by policies that don't actually allow them to go above and beyond, the training will fall flat.

Likewise, managers must be aligned with the training as well. A boss who constantly harps on employees to be efficient and control costs will probably override a service culture training programme that encourages employees to find ways to "surprise and delight" the people they serve.

Take action

When I talk to leaders who are using The Service Culture Handbook, the biggest obstacle I observe is impatience.

Many people are tempted to skip crucial steps in the process and jump to training on the hope that training alone will change a service culture. 

It won't.

Time and time again, the most customer-focused leaders I see have the patience to commit their organisation to the process. It may feel like slow-going at first, but you'll soon pick up steam and will suddenly be surprised at your momentum!


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