Wednesday, February 9, 2011

Corporate and Military Human Factors in Management Accident Trajectory Decisions

Cockpit to Boardroom - Series
Marine Lt. Jamie "Tilly" Tilden scanned the night for the tanker as his thoughts returned to the safety brief prior to the launch. He wondered if the safety officers Swiss Cheese Model really ever played it self out completely.

Even so, his safety record was perfect and he was confident in his ability to overcome anything the A4 could throw at him. He didn't need a class A mishap in his jacket from this or any future mission.

As he found and approached the tanker he went through his mental check list; maintain a15 degree turn over the boat, confirm upper and lower smacks, slide up for the join, confirm in line reference points, basket out, then confirm package check, gas flowing.

But, he realized he was way ahead of him self as he saw his closure rate picture was way to hot. He dumped power to avert a collision and pulled the nose up as his fuel probe speared the basket and threw it high and away before it dropped and shattered the canopy. At the same time his nose attitude suddenly caused the release of only the port slat.

The resultant asymmetrical flight quickly threw his jet into multiple ever tightening aileron rolls as he lost altitude. "Tilly" aggressively moved to regain control of his A4, fighting the rolling moment and ram air coming through his cockpit and the inability to completely move his left arm.He sorted through the priorities his emergency indicted in multiple red lights flashing before him on the instrument panel as he wrestled to gain control of his aircraft.

What did I hit, what hit me, why can't I move my left arm, he asked himself?

His first reaction came from his early cross service air force training. Remember to "wind the clock" to give yourself time to make the right decision.

He flew at the optimum angle of attack, trimmed out the adverse lateral control pressures and added an additional 20 knots to his airspeed even with the ram air driving through the smashed canopy. He had to get the errant slat in place. His immediate concern was to regain feeling back in his bloodied arm and then radio his intentions to the tanker for he needed gas immediately or his next call would be one he though he would never make.

He began his climb to the tanker while sorting out his predicament. For some reason the pre mission safety brief kept popping into his head. All the requirements of the human error Swiss Cheese Model uncannily fit his situation. He definitely had holes opening and shutting and shifting location, in his slices (barriers), and they were beginning to line up. He hoped the balance would not open and cause a bad outcome. But, he realized a trajectory of accident opportunity might bring damaging hazards into contact with himself. He asked himself, were the holes in his defenses now being caused by active failures (his in ability to fly the a/c to navy standards, blown out canopy) or some latent conditions (A4 design flaws, faulty slat, his fatigue and time pressures, this particular combat mission environment)?

Tilly ground his teeth and swore to himself that he would not let the word victim exist in his emergency... for forgetfulness, inattention, poor motivation; carelessness, negligence, and recklessness were not part of his flying makeup. It was the system that was driving this accident trajectory.

Four years later Jamie found himself employed as an automotive national service manager working on national retail sales and administration of service contract issues.
After many meetings with his retail solutions team he felt he finally had a handle on the lack of performance that was plaguing dealers in terms of their service contract KPIs. His identified human and systems problems existed against a division that felt it was going in the right direction with some of its key measures;
  • Customer focused with,
  • Many dealer communications improvements,
  • Noted for their prompt claim payment,
  • Overall customer satisfaction levels (CSC) continued to increase,
  • New dedicated field force poised for sales and service excellence,
  • A lean competitive departmental work force with sales revenue (profit per employee and revenue per employee) per employee was improving and claims expense continued to decrease while sales contract growth and profit and income continued to increase and,
  • Contract coverage mix and content seemed to be well balanced for growth and getting more productive.
Recent market research findings told another story as some holes in dealer administration and sales were becoming apparent.
  • Service contract retail coverage determination and verification continued to be a perceived retail problem for dealer service writer/administrators driven by frustration at getting quick answers to coverage questions from the OEM,
  • A need to be more specific and provide briefer and simpler OEM communications in order to clear up gray areas and provide greater understanding,
  • Over a quarter of retail service writers do not understand the OEM divisional administration process.
The one key concern Jamie had was his perception, from meetings with upper management that their isolation was a cause for loosing track and not having a clear vision for future improvement. They also did not place enough weight on the lowest level of decision making.

Jamie's thoughts returned to his military training on the Swiss Cheese Model. He knew his corporation's service contract defense barriers, represented as slices of cheese, with many holes that represented individual weaknesses in individual parts of the system were weak. He realized he could not wait this time for a possible alignment of the holes and the resultant failure when all the holes in each of the corporate slices might suddenly decide to align creating failure for his dealers, branches and the corporation.

Jamie knew he could have more impact on a systems approach rather than dealing with individuals and their fallibility. But looking back he realized that they were intertwined just as they had been in his flight emergency. He did not want to admit that his human variability was a force that opened several holes in his accident. He knew he had to deal with dealer personnel that carry out the divisions tasks and clarify the tasks the division assigns to each. He was determined to not let his corporate reporting culture get caught in recurrent error traps and not knowing where the "edge" was until the division fell over it.

Jamie thought to himself, I will not take the easy way out this time.

So he focused on the conditions under which dealer, wholesale and customers' service personnel worked to build defenses to avert errors. He recommended the initiation of a service contract process model be developed through direct interview with dealers personnel. As he thought of the tasks that wholesale and retail service writers and district managers performed and his ability to positively impact their efficiency, he remembered and knew from experience that often it is the best people who make the worst mistakes.

Jamie was in a jam, no other tanker could launch from the ship that night, his fuel state was beyond bingo, maybe good for one pass, a case III environment, no divert field in range and an injured arm that would not let him move the throttle effectively. His fuel state required him to get his crippled aircraft aboard.
After talking to "Red Crown he dialed in "strike." The air boss gave him one last chance to come aboard. The LSO was doing his best to bring Jamie's jet down safely but Tilly had enough. Jamie exploded through what was left of the canopy and would agonize forever if he was taking the easy way out of a bad situation by ejecting.

That night Jamie didn't get his "Ok 3," but carried a lesson that told him there would never be holes in his personal defenses again.

Give us a call (248 644 6190) for a free review of your risk management issues.

http://www.whiteassociatesms.com


Dealer/Automotive Repair and Service Management Training - Case Study

Ms. Ede Kimberly, a second year OEM Customer Center senior staff employee reviewed a complaint letter from Lt. Colonel Ed Matthews.

The service manager at the Brainard dealership referred Matthews to the OEM Customer Center. Ede noted that the dealership and Zone office were carbon copied on the letter. In the letter Matthews describes the nature of his complaint with Brainard dealership regarding the peeling and flaking paint on his previously owned 2007 vehicle with 45,000 miles. He expects that the manufacturer will: 1) pay the expense of repainting the front bumper, hood and roof where the paint is peeling and flaking; and 2) pay for car rental covered under the basic warranty during the time the bumper and body are being repainted.

Solving this customer's paint situation appeared uncomplicated at first. Ede had been well briefed by her OEM supervisors on her authority and responsibility with regard to owner paint problems. "In most cases defer the decision to the dealer and their OEM Zone district manager. The paint must be seen firsthand and possibly tested in order for a decision to be made -- a field decision."

"Just do your job," she thought to herself.

Ede knew that paint delamination was a problem for the corporation, not only from discussions with her "pod mates," but from the obvious feelings of guilt noted in conversations with superiors about what they could not say regarding this issue. She suspected such complaints could be a big liability for the corporation and needed to be handled carefully.

In a brief conversation with Lt. Colonel Matthews, Ede determined that the vehicle was diagnosed by the dealership; however, she suspected the Zone district manager did not actually see the car. She immediately placed a call to Brainard to confirm her concern. Upon confirmation that no one from the Washington Zone office had seen the vehicle, she opened a Customer Assistance Inquiry Report (CAIR) to the dealer. She expressed her concern and requested that the dealer meet "if necessary" with the district manager to inspect the vehicle. "Please follow Zone procedures for technical assistance," she typed.

Washington Zone
Jim Reed, Washington Zone district service manager started out his day as expected. He was up at dawn for the third day in a row with two hours of driving already under his belt. "Too much to do and not enough time to do it," he thought. He was feeling pressure from his new Zone manager for solutions to several of his dealer's service problems. He was busy with the warranty and repair issues of three dealerships he would visit today. The meeting with Brainard dealership's dealer principal and service manager would not be pleasant.

Feelings of distrust for Brainard crept into Reed's mind as he recalled individual department negotiations concerning who would absorb the cost of repeat repairs. The recent CAIR from the Customer Center concerning Lt. Colonel Matthews' delamination complaints might be a prime example of Brainard's overall service problems.

His Zone manager's directions and time line were clear and pressing. Reed must provide assistance, guidance, analysis and solutions. He needed to find and solve the root causes of Brainard's trending out-of-line areas. Brainard's symptoms included: customer dissatisfaction with vehicle prep; overlooked hidden damage; confused and dissatisfied customers during sale and financing; unacceptable customer comeback rates; increasing customer fairness complaints; technician inefficiency and lack of productivity issues; lack of consistent vehicle diagnostics; high technician turnover; disregard of Zone paint, transmission and ABS repair procedures. Warranty expenses were out of line further damaging the relations between the corporation and the dealership. He was concerned about these symptoms and their effect on owner loyalty as he swung into the dealership...

Training manager instructor in front of District Manager Students;

"Today I would like each district manager to answer the following questions," said the OEM training manager
1. Please give me an over view and specifics of what you think the DSMs primary responsibility is in the customer situation.
2 What will some of the problems Jim Reed might encounter during the case.
3. What would your approach to finding solutions?
4. What corporate, branch or dealership tools are at his disposal and how should he use them?
3. How would you handle these same DSM problems?
4. How would you approach Brainards out of line areas with the dealer and the service manager?

This case introduction was prepared as a basis of study and discussion in OEM Customer Center class room training sessions. It was designed to expose situations that many district managers would encounter during their DM tenure. It assumes a delivery with, 1. clear cut objectives, 2. be attendance limited, 3. brief and modular, 4. highly interactive and realistic, 5. instructor driven, 6. team-centered and delivered in a competitive training environment orientation.

The names of all OEM employees and customers are fictional.

This case was prepared by David S White for one of its OEM clients. If you need a free consultation on a specific training issue or employee cohort communication or training application please don't hesitate to contact White Associates. Request a complete case from White.

http://www.whiteassociatesms.com
Article Source: http://EzineArticles.com/?expert=David_S_White

Thursday, February 3, 2011

Team, Corporate and Life Coaching Crossover Leadership Skills Case Study

He caught my eye that day.

It wasn't his stick skills or foot speed. For this first year player had none. Andy Gillespie, the high school sophomore lacrosse player, carried himself with an air of a nugget lineman, a 5'8" 215lb fire plug, ready for the lacrosse wars this season but not quite sure just of how to participate. An athlete? Sure, he probably knew and participated on one or more of the school's football, basketball or baseball teams.

He withstood the first month of conditioning and carried his long pole as if he were a drum major, ready to lead but unsure of how. He got the ball off the ground OK but dropped it or miss passed it in transition. He would learn.

"Bring it up," I yelled to the team. As I spoke of the goals for today's practice I glanced around to see who was missing. "Has anyone seen Andy Gillespie." Hushed silence told me something was not right.
"First, who saw him last."

"Coach we heard he got into some trouble with his parents. I think they placed him in a juvenile home last night. He hasn't been in school all day"

What an opportunity I thought. It was time to bring them together.

"OK, so no one really knows where he is?" He's your teammate and you guys know you're responsible for each other. He knows better than to miss a practice. I want three volunteers to go and find him. Do your best to get him back here before practice is over. ''Break him out if you have to," I said trying to conceal my mischief behind a very intense demeanor.

Andy Gillespie returned the next day. He sheepishly eye balled our prepractice huddle as his insecurity oozed out of every pore. We gave him a hand as he walked across the field and his wide grin could be seen for 50 yards... he was back in the fold. It didn't matter to his teammates that he had a disagreement with his parents. They were proud of their loyalty and the mischief they felt going to the home for boys. They were showing signs of coming together.

Andy and his high school teammates prospered with a ten and five season and they made it to the state quarterfinals before being beat. Andy learned the lessons of lacrosse well and was selected for All State Second Team honors as a defenseman for the team he captained his senior year. He told his teammates he would play college lacrosse. And he made good on his promise as a walk-on for a Division 1A team.
I thoroughly enjoyed Andy's growth on the lacrosse field. He had achieved much. Little did I know my coach responsibilities would now take a new road. Andy's first freshman year e-mail arrived and caught me by surprise.

Email From: Andy
Hi coach, I just got back from practice and am blowing off starting an essay I have to do for English so I though I'd write a little e-mail. The coaches here have really been cool this week. We started running a mile for time. I've been doing well with the running. That's probably why I'm getting along with them so much better. Coach Jolly still won't tell me about his trip to Vail. "What happens on the road stays on the road." Anyway, I finished first out of all the defenseman in the mile and two-mile and second overall. I've been finishing with the top people in just about everything. His workouts are just kicking us into shape I guess. Our workout this morning was at 10 o'clock and I didn't really do as well as usual, but then again I think he planned it that way to see who's going out and whose staying in. I was smart enough not to go out drinking with my new roommates last night...sticks start in a week. I can't wait for that. We start off with scrimmages right away with UNC and Butler. My roommate, the defenceman who is close to the coach said he's planning on using me in the defense rotation. With how I'm doing now I'm sure I'll get in. He wants to keep rotating the defenceman so it should work out. Anyway, I guess everything's looking good. Lacrosse and classes are a lot easier this semester...parties, girls, blah, and blah, blah. I don't know when I will get a break but I hope to come back and catch a few bulldog games later on. Talk to you soon.

Email From: HS Coach
Subject: Lax...What else is there!
Andy, that is cool about making the team and getting in the rotation. Keep performing above average and show a strong work ethic. A little discussion with the coach never hurts...to show him your high expectations! Girls, blah, blah, blah...oh boy. Most of all find a good balance in everything you do...no extremes, and you'll find your way a lot easier. Some of these ideas might help... live with intention, walk on the edge, listen hard, practice wellness, play with ambition, LAUGH, choose with no regret, continue to learn, appreciate your friends, and do what you love. Live as if this is all there is and most importantly intimidate and kick the living snot out of every attack man you can get your stick on! Remember, I was one a long time ago...they can take it. Be cool, you're doing great! Coach

Email From: Andy Coach Holtz has been really cool to me the past week. He told me after practice the first week that I was doing a lot better than in fall ball. We had an inter-squad scrimmage this morning. I didn't do that well but didn't really get beat too badly either. I think I just need a day off. We go every day now except Mondays and both my legs are shot. But I guess I'm doing OK. About the only other thing that I can see that the better D-men have on me are take-away checks. I've been getting better at some and even though coach says they're not important the players that can do them look a lot better than those who can't. Have you seen the new Lacrosse Magazine? There's a small article on Yale and Wheat is one of only a couple of kids from our team mentioned from there. A lot of guys here were a little pissed they weren't in the top 20. Well, I've got to get started on some homework. Andy

Email From: Andy I've been meaning to write but I do mail in my room. One of my new roommates isn't so bright and erased our mail program when I moved in. Coach, we've had a couple of scrimmages the past couple of weeks, Hobart, OWU and Penn yesterday. They didn't really look that good. We were beating OWU up until the fourth quarter when they're middies lit us up. I probably would have played most of the 2nd too but I didn't hear coach tell me to go in and by the time he said it again I couldn't go. He was really pissed about that! I've been doing well in practices so he's had less reason to get pissed at me, but he still does. This other freshman defender and me get it from him all the time when he's mad about someone else screwing up but he'll yell at us anyway. Everyone sees it, even the assistant coaches tell me to ignore him. He's really messing my head up. We go to Rutgers this weekend and then play Notre Dame here next weekend; both should be good games. Were taking a trip to Maryland after that to play a club team, that should be fun. I don't remember which one but my roommate says they were the best team before team Toyota. We had our initiation party the other day and the freshmen have shaved heads now. They shaved Garrets eyebrows too, not completely just slashes the whole way through. Oh, by the way I got kicked out of my room, it really wasn't my fault. See ya. Andy

Email From Coach "They didn't really didn't look that good"... to me that means they weren't pretty but they got the job done... it is the essence of all sports, a grit or a quality to never accept defeat...and sacrifice everything to get it. If its Mt. Washington watch them closely, in my day they were notorious for the quality of their play...it still might be true...if you guys get a chance to meet them after the game...I guarantee it will be interesting! Next time you get some negative stuff that pops into your head ask yourself what causes this to happen...maybe we can work it out? You're not alone...it happens to everyone Attitude...Attitude...Attitude, its everything. I have to protect myself daily from getting negative about something. It never ends...find a way to feel happy without drugs and learn to keep the feeling even when you perceive your getting a bad deal...working harder than you think you should...or just feel out of balance. Keep your goals clear and believe you can achieve them...you will find nothing very fair about life's road...but what is clear is that attitude will make the difference. I know you have more than the right stuff to achieve much and you never proved me wrong. Stay up and kick some butt. Coach

Email From: Andy Gillespie I've been the clear 4th D-man pretty much the whole year and the other week he pulled me for no reason, and put in someone who kept making mistakes. The next week someone came back from being ineligible and he took my place on the travel squad without even having played yet. Well I wasn't happy about that. And then after their trip we played, you know who, so I figured I'd get a chance to prove myself and I never got in. The kid who was ineligible played so bad. Half of the goals were his fault and he played so much worse than I did when I got pulled. I'm still behind this kid but I think if he messes up again I'll have a chance to play. If I don't go to CWP this weekend I'll be home. Andy

Email From Coach Andy, create a mental picture of everything you need to do to be the #1 D-man for your coach on his terms; take always, best GB man, best open field D-man with the ball, ability to pick up everything on the ground and push it up the field for the dump, more speed, ability to dominate any attacker with stick or body, no shots taken when you are on your man, or maybe most verbal D. Coach other players; take control of more than yourself...show contributions in other ways, call meetings to organize functions for the coaches.
Find out what your liabilities are in his eyes and make him pay attention to your improvement. Help him with his problems as a coach so his job is easier. Got a problem player...take him aside and get him inline...persuasion or otherwise. Get to know the assistants better...get them on your side. Show them you are more than the quiet, steady, intense, committed, hard working player that you are. Think about becoming outrageous in a good way. Persuade your teammates or those influencers on the team that you are the best D man.

Get some tapes of that guy from Princeton...I think his name was Morrow...a great player...take what you can from him...study him, he's all body position, athleticism and intensity. In fact some of your comments were just like his after his frosh year..."sticks bad, I know I'm better than the others, I will work to be better next year... starting today. I will succeed at any cost." Go see him and ask for his help. He would love to help you! Above all, know that you are the best and prove it every day...I know this already!

The preceding was an actual team coaching experience. Some of the techniques used to coach these young men were used at the same time and modified for David's corporate clients.

Corporate employees as well as team members demand sensitivity to interpersonal relationships and human factors that are not always declared or visible. Regardless of the communication medium (class room, digital or email) White Associates recognizes that competitive organizations require that every individual perform at his or her maximum potential. We strive to bring each organization's personnel in line to achieve stated goals and (K)ey (P)erformance (I)ndicators.

Ask for a Free consultation from White Associates so that you can achieve outstanding individual and team performance, reach your KPIs and solidify your executive presence and leadership style.

Dealer/Automotive Repair and Service Management Training - Case Study

Ms. Ede Kimberly, a second year OEM Customer Center senior staff employee reviewed a complaint letter from Lt. Colonel Ed Matthews.

The service manager at the Brainard dealership referred Matthews to the OEM Customer Center. Ede noted that the dealership and Zone office were carbon copied on the letter. In the letter Matthews describes the nature of his complaint with Brainard dealership regarding the peeling and flaking paint on his previously owned 2007 vehicle with 45,000 miles. He expects that the manufacturer will: 1) pay the expense of repainting the front bumper, hood and roof where the paint is peeling and flaking; and 2) pay for car rental covered under the basic warranty during the time the bumper and body are being repainted.

Solving this customer's paint situation appeared uncomplicated at first. Ede had been well briefed by her OEM supervisors on her authority and responsibility with regard to owner paint problems. "In most cases defer the decision to the dealer and their OEM Zone district manager. The paint must be seen firsthand and possibly tested in order for a decision to be made -- a field decision."
"Just do your job," she thought to herself.

Ede knew that paint delamination was a problem for the corporation, not only from discussions with her "pod mates," but from the obvious feelings of guilt noted in conversations with superiors about what they could not say regarding this issue. She suspected such complaints could be a big liability for the corporation and needed to be handled carefully.

In a brief conversation with Lt. Colonel Matthews, Ede determined that the vehicle was diagnosed by the dealership; however, she suspected the Zone district manager did not actually see the car. She immediately placed a call to Brainard to confirm her concern. Upon confirmation that no one from the Washington Zone office had seen the vehicle, she opened a Customer Assistance Inquiry Report (CAIR) to the dealer. She expressed her concern and requested that the dealer meet "if necessary" with the district manager to inspect the vehicle. "Please follow Zone procedures for technical assistance," she typed.

Washington Zone

Jim Reed, Washington Zone district service manager started out his day as expected. He was up at dawn for the third day in a row with two hours of driving already under his belt. "Too much to do and not enough time to do it," he thought. He was feeling pressure from his new Zone manager for solutions to several of his dealer's service problems. He was busy with the warranty and repair issues of three dealerships he would visit today. The meeting with Brainard dealership's dealer principal and service manager would not be pleasant. Feelings of distrust for Brainard crept into Reed's mind as he recalled individual department negotiations concerning who would absorb the cost of repeat repairs. The recent CAIR from the Customer Center concerning Lt. Colonel Matthews' delamination complaints might be a prime example of Brainard's overall service problems.

His Zone manager's directions and time line were clear and pressing. Reed must provide assistance, guidance, analysis and solutions. He needed to find and solve the root causes of Brainard's trending out-of-line areas. Brainard's symptoms included: customer dissatisfaction with vehicle prep; overlooked hidden damage; confused and dissatisfied customers during sale and financing; unacceptable customer comeback rates; increasing customer fairness complaints; technician inefficiency and lack of productivity issues; lack of consistent vehicle diagnostics; high technician turnover; disregard of Zone paint, transmission and ABS repair procedures. Warranty expenses were out of line further damaging the relations between the corporation and the dealership. He was concerned about these symptoms and their effect on owner loyalty as he swung into the dealership...

Training manager instructor in front of District Manager Students;
"Today I would like each district manager to answer the following questions," said the OEM training manager
1. Please give me an over view and specifics of what you think the DSMs primary responsibility is in the customer situation.
2 What will some of the problems Jim Reed might encounter during the case.
3. What would your approach to finding solutions?
4. What corporate, branch or dealership tools are at his disposal and how should he use them?
3. How would you handle these same DSM problems?
4. How would you approach Brainards out of line areas with the dealer and the service manager?

This case introduction was prepared as a basis of study and discussion in OEM Customer Center class room training sessions. It was designed to expose situations that many district managers would encounter during their DM tenure. It assumes a delivery with, 1. clear cut objectives, 2. be attendance limited, 3. brief and modular, 4. highly interactive and realistic, 5. instructor driven, 6. team-centered and delivered in a competitive training environment orientation.

The names of all OEM employees and customers are fictional.

This case was prepared by David S White for one of its OEM clients. If you need a free consultation on a specific training issue or employee cohort communication or training application please don't hesitate to contact White Associates. Request a complete case from White.
http://www.whiteassociatesms.com
Article Source: http://EzineArticles.com/?expert=David_S_White