Orit Avital shares her keys to successfully managing the implementation of new contact center processes and procedures.

It is not easy to update contact center procedures. Often Managers will fixate on improving one area of the contact center, make a change, and move onto the next area that needs development. However, in so quickly changing focus, we forget to correctly manage our first change, meaning that the contact center doesn’t realise the full benefits of the change, or any benefits at all.

But, what can we do about it? With all the firefighting that goes on in the contact center, it is easy to revert back to the basics of our roles and forget the new routines that we have put into place to ensure the success of our new procedures.

This is why contact centers need a strong and attentive Manager. We can’t put procedures in place and expect them to manage themselves. Procedures do not replace the manager.

With this in mind, let’s take a quick look at some of the mistakes that you might be making when implementing new procedures, before taking a look at five practical remedies or best practices.

3 Common Mistakes When Implementing New Procedures

Focus gets easily shifted from one area of development to another, but this isn’t the only reason why contact center procedure changes are not successful.

Here are three mistakes that many Managers also make.

Failing to Get the Team Invested In the New Procedures

Managers often define procedures aiming to develop and promote work processes in the contact center without consulting their team first. This means that their team is far less likely to buy-in to the proposed changes and alter their routines to make the change a success.

It’s vital that advisors can understand how the change can benefit the organisation and themselves.

So, listen to their concerns and make sure the team know how this new change will benefit them.

No Follow-Ups After Role Out

Managers will impart many instructions to intermediate management and advisors, expecting them to stick. But, there is a lot going on in the contact center, so if routine follow-ups aren’t in place, these instructions, over time, may fall by the wayside.

Even if your instructions are clearly defined, a good manager will make the time to follow-up their instructions and ensure that the team are well supported in carrying out their new routines.

Not Defining What Success Looks Like

Managers sometimes define in detail what needs to change, but they won’t define what success looks like. There needs to be a measure for the success of your process change – whether that’s decreasing contact volumes, increased satisfaction etc.

What you mean by success need to be shared with advisors, so there is a target to aim for. Then, if this target is reached it should be celebrated, so the team become more enthusiastic about future procedure changes.

The Results of These Mistakes

Despite making these mistakes, Managers often expect a smooth implementation of their new procedure, wanting and demanding to see results – sometimes immediately.

So, Managers are often left disappointed or, alternatively, they are not surprised, but explain that it was clear to them that it was not implemented as they wanted and defined to begin with.

Then, the Manager rids of themselves of this task and moves onto the next thing that attracts their attention. After all, because of the current workflows, they have no choice.  A procedure was imposed and it didn’t work out, what is there left to do?

How Can You Prevent This Cycle?

I’m sure that many of you can relate to the scenario above. I see it with my eyes every day in contact centers. It is logical and there are probably managers in other fields who find themselves in the same situation.

However, a Manager in the contact center cannot allow this situation to repeat itself, they have the power to positively affect the success of any new procedure. Managers only need to use this “power” correctly.

Sound promising? Great!

Here are five best practices for contact center management, which will help you to reduce the number of these “failed” implementation cases and will also enable you to see more benefit in future investments.

5 Tips to Successfully Managing Changes to Contact Center Procedures

Before getting into the five tips, we must understand that a procedure does not replace a Manager. This means that even if you have defined a procedure, your managerial presence in turning these procedures into effective routines is essential.

Setting instructions and making your intentions known is a great place for a Manager to start, but with out the addition of key preliminary and follow-up actions, you cannot expect to see results.

  1. Share Ideas In Brainstorming Sessions

For the best possible engagement, before laying down your new procedures, make sure that you talk to the team. Getting feedback from every level of the contact center is ideal.

Every different approach and point of view can teach you one more thing about what is about to happen and will help you to guide your plan.

Also, if you can engage with advisors by using these sessions to get an idea of their worries, regarding how this process change might impact them, you can avoid these concerns and get them invested in your plans by sharing some of the benefits.

  1. Set Clear Expectations

Create routines for all those involved in making the implementation a success, but first ensure that the team are happy with their new routines and that they fit into everyone’s schedules well.

Walk the team through their new routines for the first couple of weeks to ensure that they know what is expected from them.

Also, set intermediate goals to keep track of your progress. Do not leave this important part to chance. Plan the implementation process in the same depth for all of the relevant levels.

  1. Add “Control Junctions” to Your Daily Routine

Don’t pass control onto Team Leader, tell them to manage the change, only for advisors to tell them that the change isn’t possible – it can put everyone into an awkward position.

As a Manager, it is ultimately your responsibility to manage change. So, it is important to add “control junctions” into your daily agenda.

Control junctions, which I sometimes call “reality monitoring junctions”, are short segments of time that you schedule into your day, to ensure that procedure changes have been implemented correctly.

Schedule this time to make a commitment and show leadership. If you’re spending time controlling the implementation, your team will know it’s important.

  1. Remember That Every Decision Can be Changed

A procedure is written in a certain reality, but then things change – as there may be unexpected hurdles that you may have to overcome.  

Flexibility must be built into the process, so that whatever changes are made to the procedure, it still serves the initial purpose, which is not the implementation but the result.

So, coordinate expectations with yourselves and with all of those involved – stressing that there is room for a change in the methods of operation and in the decisions, on the go.

While this does not mean that the procedure isn’t good, it means that it must be adapted to the conditions of reality in order to be excellent!

  1. Be a Leader

In order to be a prominent leader, you must first of all be a hands-on manager.

Develop your broad view (vision, objectives, values, etc.) and connect everyone to it in a variety of ways.

Connection to the broad picture will allow the supposedly “little” things to exist in reality, including the procedures which you wish to implement.

In Summary

There are managers who can admit, hand on heart, that during the passing year, more ideas, projects and procedures have dissolved than those which have succeeded to improve the contact center.

If you summarise the time and resources that you have invested in the development of these procedures that ultimately did not stick, you will discover that a huge amount of potential has been wasted.

However, this does not mean that you give up, managerial courage is required to lead you to continue developing procedures and routines which will better the contact center and, at the same time, develop your managerial skills.

Remember that we are not only marching towards the future – we are creating it!

Your importance as managers in the promotion of the contact center cannot be replaced, not even with a whole book of procedures.

I hope these tips – such as creating brainstorming sessions, adding control junctions and building in flexibility – help you to better manage resources and celebrate more successes in the future.

Good luck!