You are on page 1of 25

Welcome To

MEASURING SATISFACTION
With and Without Surveys

Presented by
Robin Lawton
International Management Technologies, Inc.
www.imtC3.com 941-907-0666

OBJECTIVES SM

• Define strategic objectives so employees find personal relevance.


• Measure intangible knowledge and service work.
• Translate ambiguous customer perceptions into objective criteria.
• Design satisfaction surveys that direct and track improvement.
• Apply the power of sophisticated design methods, simple as adding 2+2.
• Inspire others to actually want to create measures of customer success.
• Support innovation, cultural change and competitive advantage.

Copyright © 2008 International Management Technologies, Inc. www.imtC3.com. All rights reserved. 2

Copyright © 2008 International Management Technologies, Inc. www.imtC3.com. All rights reserved.
THE FOCUS SM

WHY, WHAT AND HOW TO MEASURE


A. Strategic customer satisfiers (the big picture)
B. Product or service satisfiers for (re)design
purposes (the proactive approach)
C. Satisfaction using well-constructed survey
questions (the after-the-fact approach)

Copyright © 2008 International Management Technologies, Inc. www.imtC3.com. All rights reserved. 3

WHY TO MEASURE SM

• Direct and evaluate progress toward strategic outcomes


• Align enterprise, operations and customer priorities
• Satisfy third-party requirements (SOX, ISO, SEC, JCAHO, Baldrige
Criteria, etc.)
• Identify status in, and needs for, achieving optimum
satisfaction and success for customers
• Translate ambiguous language into objective criteria
• Establish a basis for goal-setting, recognition & celebration!!!

Copyright © 2008 International Management Technologies, Inc. www.imtC3.com. All rights reserved. 4

Copyright © 2008 International Management Technologies, Inc. www.imtC3.com. All rights reserved.
WHAT TO MEASURE SM

• 8 Dimensions of Excellence
• Outcomes
• Products
• Processes

Copyright © 2008 International Management Technologies, Inc. www.imtC3.com. All rights reserved. 5

Copyright © 2008 International Management Technologies, Inc.


All Rights Reserved. www.imtC3.com

8 DIMENSIONS OF EXCELLENCE SM

UNDESIRED DESIRED
CUSTOMER PRIORITIES

4 3
2 1
Product Acquisition Product
Process Characteristics Undesired Customer
Customers Want Customers Want Outcomes Desired
Customers Outcomes
Want to
Avoid

P
R
O
PROCESS D OUTCOME
U
PRODUCER PRIORITIES

C
T

Undesired
Outcomes
Product Producer Producer
Production Process Characteristics Wants to Desired
Producer Wants Producer Wants Avoid Outcomes
8 7 6 5
Copyright © 2008 International Management Technologies, Inc. www.imtC3.com. All rights reserved.
EFFICIENCY IDENTITY PURPOSE 6

Copyright © 2008 International Management Technologies, Inc. www.imtC3.com. All rights reserved.
OUTCOME DEFINITION SM

A result created by using a product.


There are four possible outcomes
the producer or customer can have:

Undesired Desired
Sought 2 or 6* 1 or 5*
Achieved 2 or 6* 1 or 5*
* Indicates which of the 8 Dimensions this appears in.

Copyright © 2008 International Management Technologies, Inc. www.imtC3.com. All rights reserved. 7

MEASUREMENT FOCUS:
STRATEGY, DESIGN & FEEDBACK SM

1. Define and measure outcomes wanted


2. Identify products to improve outcomes
3. Determine which customers to satisfy
4. Uncover what customers want
5. Translate subjective expectations into design criteria
6. Measure the degree to which customers are satisfied

Copyright © 2008 International Management Technologies, Inc. www.imtC3.com. All rights reserved. 8

Copyright © 2008 International Management Technologies, Inc. www.imtC3.com. All rights reserved.
C3 QUESTIONS, RULES & FORMULAS
QUESTION HOW TO FIND THE ANSWER
1- What is the product? WORD RULES SM

1. Define all work as products (not service, activities or results)


2. Every product named must be:
a. Expressed as something which can be made plural with
an “s”
b. A deliverable, something you can give to someone else
c. Packaged in countable units
d. Very specific (avoid naming groups, kinds or types of
product)
3. Determine the critical target product(s) you will focus on
2- Who are the customers? 4. Describe customers by their role(s) with a specific product as:
a. End-user
b. Broker (for either the end-user or the producer)
c. Fixer
1 2
3- What do they really want? WORD FORMULAS TO REVEAL the VOC
a. Desired Outcomes customers want to 1. A satisfying (insert product name) is one which will result in
achieve (insert expectation)
b. Undesired Outcomes customers want 2. A satisfying (product name) is one which will not result in
to avoid (insert expectation)
c. Function expectations of the product 3. A satisfying (insert product name) is one which is (insert
(these are usually expressed as expectation)
subjective perceptions)

d. Feature expectations (these are 4. A satisfying (insert product name) is one which has (insert
expressed as objective, ambiguity-free expectation)
criteria)

4- How can we improve? WORD FORMULAS FOR IMPROVEMENT BY DESIGN


a. The translation of subjective 5. The # of ________ could indicate that the (insert product name)
perceptions into objective design is/is not (insert VOC priority answers to formulas 3 and 4)
criteria for the new or improved
6. The % of ________ could indicate that the (insert product
product
name) is/is not (insert VOC priority answers to formulas 3 and 4)
7. The $ amount of/for/to ________ could indicate that the (insert
b. Goal-setting to have the biggest product name) is/is not (insert VOC priority answer to formula 4)
impact on satisfaction and success
8. What is the numerical target to achieve, by when, by whom, for
each measure of success?
Copyright © 2008 International Management Technologies, Inc. www.imtC3.com. All rights reserved. 9
C3DR-7

SM

STRATEGIC PLANS
AND
BALANCED SCORECARDS
(The Big Picture)

Copyright © 2008 International Management Technologies, Inc. www.imtC3.com. All rights reserved. 10

Copyright © 2008 International Management Technologies, Inc. www.imtC3.com. All rights reserved.
MISSOURI DEPARTMENT OF REVENUE SM

Copyright © 2008 International Management Technologies, Inc. www.imtC3.com. All rights reserved. 11

SM

Copyright © 2008 International Management Technologies, Inc. www.imtC3.com. All rights reserved. 12

Copyright © 2008 International Management Technologies, Inc. www.imtC3.com. All rights reserved.
GOOD MEASURES ARE SM

• Aligned with strategic and customer priorities


• Operationally and personally relevant
• Easy to create and maintain
• Unambiguously defined
• Quick to construct
• Easy to understand
• Used for improvement
• Not sacred objects
• Rarely kept forever
Copyright © 2008 International Management Technologies, Inc. www.imtC3.com. All rights reserved. 13

SM

TOWARD
PRODUCT & SERVICE
DESIGN
(Proactive specificity)

Copyright © 2008 International Management Technologies, Inc. www.imtC3.com. All rights reserved. 14

Copyright © 2008 International Management Technologies, Inc. www.imtC3.com. All rights reserved.
MEASUREMENT FOCUS:
STRATEGY, DESIGN & FEEDBACK SM

1. Define and measure outcomes wanted


2. Identify products to improve outcomes
3. Determine which customers to satisfy
4. Uncover what customers want
5. Translate subjective expectations into design criteria
6. Measure the degree to which customers are satisfied

Copyright © 2008 International Management Technologies, Inc. www.imtC3.com. All rights reserved. 15

PRODUCT DEFINITION & SELECTION - Page 1

PAGE 1 INSTRUCTIONS
Estimated
Time
(Minutes)
SM

Name the specific organization you will focus on.


1. 1
Your Organization

Identify the top three (3) outcomes which best describe this organization’s mission or purpose. Be sure
customers’ outcomes are included. (Refer to the Organization and Customer Outcomes tool.)

A.
2. 5
Desired Outcomes B.

C.

Without discussion, each team member reviews the list below. These are criteria for selecting the critical few
3. products that the organization named above should improve. Each team member puts a check in the Priority
column next to the THREE criteria you think are most important.
Selection Criteria
Priority Votes Rank Owner(s)
The most important products are those that…

1 Consume the most work time to create or complete

Consume the most calendar days to complete, from request


2
(or start) through receipt by a customer (cycle time)

3 Are most important to the organization's customers

4 Incur the greatest effort or cost to revise, correct or rework


5

5 Impact the most customers when errors or delays occur

Cause the greatest number of requests for help or


6
clarification

7 Are created in highest volume

8 Are most central to the mission of this organization

9 Cause the most dissatisfaction

10 Are most complex, difficult to use or understand

Record in the Votes column the number of checks team members gave each of the selection criteria. Record a
4. 2
1 in the Rank column for the criteria with the most votes. Rank the top 3.

Assign each ranked criteria to one or more team members, recording their names under Owner(s). Ideally,
5. 2
two or more team members are owners of a single criteria.
Total Estimate Time 15

Copyright © 2008 International Management Technologies, Inc. www.imtC3.com. All rights reserved. 16

Copyright © 2008 International Management Technologies, Inc. www.imtC3.com. All rights reserved.
PAGE 2 PRODUCT DEFINITION & SELECTION - Page 2

Objective: Identify the product(s) with greatest opportunity for improvement.


Estimated
Time
SM

(Minutes)

Criteria owner(s) brainstorm to identify five (5) specific products that best meet that
criteria. Record each product name on a separate sticky note. Be sure products are
produced by the organization named in Step 1 and meet the following criteria.
BRAINSTORMING AREA

Yes No
6. Is the product something the organization named in Step 1 can claim as 12
a.
uniquely its own?

b. Can you make the product plural with an “s”?

c. Is the product a deliverable you can give to someone else?

d. Does the product, as named, occur in countable units?

e. Is the product intended to create a desired outcome or result for a custom

If you can answer “yes” to these questions about each of the products named, you’ve mastered the
first step in customer-centered thinking. Correct the product names as necessary before
proceeding. See Product Definition Tab for more details.
As a whole team, determine if any product has been identified as meeting more than one
of the top ranked and owned Selection Criteria (Step 3).

If there is only one such product, make this the single most important product for
improvement unless the team agrees on an alternate. Record your selection below. (If
your version of this C3 tool includes the Customer Roles & Power tool, the product you
record as First Choice will automatically be filled in there, also.
7. If there is more than one product meeting multiple selection criteria, use majority vote to 3
choose the one you will work on and record that selection below.

If there are none that meet multiple selection criteria, use majority vote to choose the one
you will work on and record that selection below.
First Choice
Second Choice
Total Estimate Time 15
TOTAL TIME 30

Copyright © 2008 International Management Technologies, Inc. www.imtC3.com. All rights reserved. 17

VOICE OF THE CUSTOMER SM

VOICE OF THE CUSTOMER


Product Function
Do This First Do This Now Do This Next

Customer Roles & Power Voice of the Customer Creating Measures


Product Attributes
VOICE OF THE CUSTOMER
- Product Function -
CUSTOMER ROLES & POWER
1. PRODUCT
CREATING MEASURES
Producer Product

2. ENDUSERS
Team Name
1.
7.  Product:  End Users:
RANK

3. 4. 5. 6.
2.
Attributes Rank Measured Performance Perception
 Priority Customer Expectations (A satisfying product is one which is…)
1
1
End-Users

2
VOICE OF THE CUSTOMER
3 - Product Attributes - 2
3. TEAM NAME ____________________________
4 3
1 Target Product:
5
2 Producer: 4
3 End-Users:
6
5
7
 Priority Of
End-Users
Broker for

8  Possible Measures  Goal


Measure
9
4 Total Number of Attributes Identified
10 Enter Y for Yes below.
Currently Type of Expectation
5 The Top11Five Attributes Measured Performance Perception

1
4. 12
2

3 13
Producers
Broker for

4 14
5
15
Totals: 0 0 0
16
6 The Hardest Thing To Do
17

18

19
Fixers

20
5.
21  Who Will Do What By When
7 Discoveries You Made
22

23
Your primary role with this product:
24

6. _____ Producer _____ User 25


_____ Broker for producer _____ Fixer
26
_____ Broker for user
27  Discoveries
Discoveries (insights, learning, “ah-ha’s”) 28
8.
29

30

7. Totals

Also Do
or Video*

DVD #1 - Chapter 1, Customer Roles


View DVD #1, Chapter 3, Customer
DVD

DVD #2 - Chapter 1, Customer DVD #2 - Chapter 1, Customer Expectations


Roles
Expectations
Tools*

• Customer Segmentation, • Outcomes & Innovation Window


• Product Definition • Product Design Table
Lawton Book*

Chapter 3 - Defining Customer


C3

Expectations
Miller/

Pages 66-71

PURPOSE OF THIS TOOL


- Identify what end-user customers want regarding product attributes
- Discover which customer priorities are currently measured
- Determine which end-user priorities concern performance or perception
- Replicate tool use to uncover broker and fixer expectations

Copyright © 2008 International Management Technologies, Inc. www.imtC3.com. All rights reserved. 18

Copyright © 2008 International Management Technologies, Inc. www.imtC3.com. All rights reserved.
MEASUREMENT FOCUS:
STRATEGY, DESIGN & FEEDBACK SM

1. Define and measure outcomes wanted


2. Identify products to improve outcomes
3. Determine which customers to satisfy
4. Uncover what customers want
5. Translate subjective expectations into design criteria
6. Measure the degree to which customers are satisfied

Copyright © 2008 International Management Technologies, Inc. www.imtC3.com. All rights reserved. 19

MEASURES OF SATISFACTION SM

PRODUCER PRIORITIES END-USER PRIORITIES


 Productivity  Ease-of-use
 Schedule  Timeliness
 Standards  Certainty
 Cost to Produce  Cost to Own/Use
 Volume  Variety/Choice

Copyright © 2008 International Management Technologies, Inc. www.imtC3.com. All rights reserved. MTG01 20

Copyright © 2008 International Management Technologies, Inc. www.imtC3.com. All rights reserved.
HOW TO MEASURE SM

CREATING MEASURES
Do This First Do This Now Do This Next

Voice of the Customer Creating Measures Product Design Table


VOICE OF THE CUSTOMER
- Product Function -

1. PRODUCT CREATING MEASURES


Team Name
2. ENDUSERS
 Product:  End Users:

PRODUCT DESIGN TABLE


3. 4. 5. 6.  Priority Customer Expectations (A satisfying product is one which is…)
Attributes Rank Measured Performance Perception
1 
1
2  Product:

Substitute Quality Characteristics


2

3
3
 End-Users:
4 4

5 5
 Priority Of
6  Possible Measures  Goal
Measure Product

7 Attribute
 Customer Expectations
(Voice of the Customer) Rank
Group
8

10

11

12

13

14

15

16

17

18
 Who Will Do What By When
19

20  Priority 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
21  Target Value
Instructions: Fill in green cells. Use INSERT key to enter + and -. Do not use the arrow keys.
22

23
 Discoveries
24

25

26

27

28

29

30
7. Totals

Also Do
or Video*

DVD #1 - Chapter 1, Customer Roles


DVD

DVD #2 - Chapter 1, Customer DVD #2 - Chapter 1, Customer Expectations


Expectations
Tools*

Product Features Table


Outcomes & Innovation Window
Product-Roles Matrix
Lawton Book*

Chapter 3 - Defining Customer


C3

Chapter 5 - Quality & Innovation


Expectations
Miller/

PURPOSE OF THIS TOOL


a. Create measures for the seemingly immeasurable customer expectations
Copyright © 2008 International Management Technologies, Inc. www.imtC3.com. All rights reserved. 21

CREATING MEASURES SM

INSTRUCTIONS
1. Name the specific target product.
2. Identify the end-users you will focus on.
3. Determine the top five (5) customer expectations regarding product attributes as stated by
customers. REMEMBER: Product attributes must fit the phrase, "A satisfying (product) is one
which is _____________." Refer to your prior work with the Voice of the Customer Tool.
4. Brainstorm possible measures for each priority expectation using any of the following phrases
(making sure that there is no ambiguity in the measures):
a. The number of _____________ could indicate that the (insert product name) is/is not (insert
expectation).
b. The % of _____________ could indicate that the (insert product name) is/is not (insert
expectation).
c. The dollar amount of/to/for _____________ could indicate that the (insert product name) is/is not
(insert expectation).
5. Rank the top five measures, considering:
a. Relevance to end-user priorities (these measures will really reflect what customers want)
b. Ease and cost of collecting data
c. Competitive advantage of improvements based on these measures
Be sure that each priority expectation has at least one measure.
6. Create a performance goal for the top 5 priority measures. Consider the goal from the customer's
point of view (i.e. How long does a customer say it should take to read an instruction booklet?)
Consider whether an absolute number or range of values is appropriate.
7. Record your discoveries.
8. Summarize your findings by reporting:
a. Answers to steps 1-7.
b. Would these measures also address priorities of brokers and fixers?
c. Who should do what by when?

Copyright © 2008 International Management Technologies, Inc. www.imtC3.com. All rights reserved. 22

Copyright © 2008 International Management Technologies, Inc. www.imtC3.com. All rights reserved.
WORD FORMULAS HELP
An excerpt/application from Creating Measures SM

The number of ________ could indicate that the (insert


product name) is/is not (insert expectation).

EXAMPLE: The number of ________ could indicate that the


presentation is/is not personally relevant.
# of participants working on their PDA’s during the presentation
# of core concepts applied with an exercise
# of principles illustrated by examples or anecdotes
# of requests for clarification help within first 45 days

% of participants who use >2 tools within first 45 days


% of participants asking for help within first 90 days
% of participants who share material with colleagues
Copyright © 2008 International Management Technologies, Inc. www.imtC3.com. All rights reserved. 23

CREATING MEASURES
Team Name

 Product:  End Users:


Presentation Participants
 Priority Customer Expectations (A satisfying product is one which is…)
1 Personally relevant
2
3
4
5
 Possible Measures  Priority  Goal
Of Measure

 Discoveries

 Who Will Do What By When

Copyright © 2008 International Management Technologies, Inc. www.imtC3.com. All rights reserved.
VOC to PRODUCT DESIGN SM

PRODUCT DESIGN TABLE


Do This First Do This Now Do This Next
Voice of the Customer
Product Design Table Product Features Table
& Creating Measures
VOICE OF THE CUSTOMER
- Product Function -

1. PRODUCT
PRODUCT DESIGN TABLE
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50

2. ENDUSERS
Instructions: Change the name of the Product Attribute Group (Column A -
blue cells) if the preset title does not fit your situation.
 PRODUCT FEATURES TABLE
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50

Substitute Quality Characteristics


When filling in the green cells, use a + and -. IMPORTANT! Use the ENTER Instructions: Change the name of the Product Attribute Group
key not the tab. If you don't, Excel will think you are doing a caluculation. (Column A - blue cells) if the preset title does not fit your Features
situation
 Product: When filling in the green cells, use a + and -. IMPORTANT!
Use the ENTER key not the tab. If you don't, Excel will think
 End-Users:
you are doing a calculation.
Product:

3. 4. 5. 6. End-Users:

 Product
Attributes Rank Measured Performance Perception Attribute
 Customer Expectations 
(Voice of the Customer) Rank
Group

1 
Substitute Quality Characteristics Priority
2 CREATING MEASURES
Team Name EASE
3 OF USE
 Product:  End Users:
4

5  Priority Customer Expectations (A satisfying product is one which is…)


6 1
TIMELINESS
2
7
3
8 4
5
9
 Priority Of
 Possible Measures  Goal
Measure CERTAINTY
10

11

12

 Who Will Do What By When


 Priority 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
 Target Value Weighted Value 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
041306 Copyright© 2006 I nternational Management Technologies, Inc. www.imtc3.com. All rights reserved. MT46

 Discoveries

Also Do
or Video*

DVD #1 - Chapter 1, Customer Roles


DVD #1 - Chapter 1, Customer Roles DVD #1 - Chapter 1, Customer Roles
DVD

DVD #2 - Chapter 1, Customer


DVD #2 - Chapter 1, Customer Expectations DVD #2 - Chapter 1, Customer Expectations
Expectations
Tools*

Customer Roles & Power


Outcomes & Innovation Window
Voice of the Customer

Chapter 3 - Customer Expectations


Lawton Book*

Chapter 4 - Measuring Service Quality


C3

Chapter 4 - Measuring Service Chapter 5 - Quality & Innovation


Chapter 5 - Quality & Innovation
Quality
Miller/

Pages 66-71

PURPOSE OF THIS TOOL


a. To translate the "Voice of the Customer" regarding product attributes into measurable product design
criteria (PDC)
b. To develop measures that will enable the producer to monitor and manage quality as defined by the
customer
c. To establish target values, goals and minimums for product performance

Copyright © 2008 International Management Technologies, Inc. www.imtC3.com. All rights reserved. 25

FROM VOC to DESIGN SM

PRODUCT DESIGN TABLE


  Substitute Quality Characteristics
Product Training Course
% of core concepts applied with exercise(s)

anecdotes
# of principles illustrated by examples or

# of requests for help within first 90 days

% of visuals per page of materials

% of participants reporting application

attendance
# of days between request for class and

# of times instructor has taught course

 End-Users Course Participants

Product
 Attribute  Customer Expectations  Rank
Group (Voice of the Customer)

Supported w/materials + + - + + 0 0
Ease of Use

Motivating + + 0 + + 0 +
Interactive + 0 - 0 + 0 +
Relevant to work + + + 0 + + +
Practical + + - 0 + 0 +
Begun and ended on time
Timeliness

0 0 0 0 0 0 0
Available when I want it 0 0 - 0 + + 0 
Appropriately paced 0 - 0 0 0 0 +
Informative + + - + + 0 +
Certainty

Taught by experienced instructor 0 + - 0 + 0 +


Factually correct + 0 0 0 + 0 +

 Priority 7 7 7 3 9 2 8
 Target Value
Copyright © 2008 International Management Technologies, Inc. www.imtC3.com. All rights reserved. 26

Copyright © 2008 International Management Technologies, Inc. www.imtC3.com. All rights reserved.
ANALYZING THE MEASURES SM

WHERE IN 8 DIMENSIONS?
• % of core concepts…
• # of principles illustrated…
• # of requests for help…
• % of visuals per page…
• % of participants reporting appl..
• # of days between req. & attend.
• # of times instructor has taught…

Copyright © 2008 International Management Technologies, Inc. www.imtC3.com. All rights reserved. 27

SM

SURVEYS
(After the fact)

Copyright © 2008 International Management Technologies, Inc. www.imtC3.com. All rights reserved. 28

Copyright © 2008 International Management Technologies, Inc. www.imtC3.com. All rights reserved.
MEASUREMENT FOCUS:
STRATEGY, DESIGN & FEEDBACK SM

1. Define and measure outcomes wanted


2. Identify products to improve outcomes
3. Determine which customers to satisfy
4. Uncover what customers want
5. Translate subjective expectations into design criteria
6. Measure the degree to which customers are satisfied

Copyright © 2008 International Management Technologies, Inc. www.imtC3.com. All rights reserved. 29

COMMON SURVEY PROBLEMS SM

1. The wrong people are surveyed


2. The wrong questions are asked
3. Questions are asked the wrong way
4. Questions are asked at the wrong time
5. Zero dissatisfaction equals total satisfaction
6. Non-customers (prospects) are not surveyed
7. Conducted for the wrong reasons
8. Results are generalized to groups not surveyed
9. Used as a substitute for better methods
10. FINDINGS DON’T DRIVE IMPROVEMENT
Copyright © 2008 International Management Technologies, Inc. www.imtC3.com. All rights reserved. 30

Copyright © 2008 International Management Technologies, Inc. www.imtC3.com. All rights reserved.
KEYS TO SURVEY SUCCESS SM

1. Be clear about the purpose of the survey and who will use the results.
2. Identify specific product(s) to evaluate.
3. Determine which customers and non-customers to query.
4. Decide the timing and frequency of the survey.
5. Good questions find out: By asking questions such as:

What was expected and/or How long did you expect to wait?
wanted? How long did you hope to wait?
What was experienced? How long did you actually wait?
Level of satisfaction with How satisfied are you?
the product or service
Degree of relative Compared with ___________,
importance of this variable how important is that to you?
Copyright © 2008 International Management Technologies, Inc. www.imtC3.com. All rights reserved. 31

AMERICAN AIRLINES SM

Copyright © 2008 International Management Technologies, Inc. www.imtC3.com. All rights reserved. 32

Copyright © 2008 International Management Technologies, Inc. www.imtC3.com. All rights reserved.
TYPES OF MEASURES SM

 Nominal: counts in named categories


 Ordinal: order, sequence, rank
 Variation: range, distribution, standard deviation
 Relationship: range, correlation, scatter plot,
prediction

Copyright © 2008 International Management Technologies, Inc. www.imtC3.com. All rights reserved. 33

ANALYZING THE AA SURVEY SM

1. Considering the questions in the AA survey, what is its purpose?


a) Make AA look good
b) Provide a basis for employee recognition
c) Focus improvement efforts related to traveler priorities
d) Identify the biggest bang for their improvement buck
e) Don’t know
2. What is the product they are focusing on?

3. Which of the other 8 Dimensions is the focus of this question?

4. Do they know how long it currently takes for delivery?


5. Do they know how long customers want it to take?
6. If AA discovered travelers to San Juan had to wait 21-25 minutes
and rated this “good” while NY-JFK travelers had to wait 11-15
minutes and rated this “poor”, where should they focus their action?

7. What simple, cost-free action might improve satisfaction at NY-JFK?

Copyright © 2008 International Management Technologies, Inc. www.imtC3.com. All rights reserved. 34

Copyright © 2008 International Management Technologies, Inc. www.imtC3.com. All rights reserved.
TIMELINESS:
2-6 SM

Copyright © 2008 International Management Technologies, Inc. www.imtC3.com. All rights reserved. 35

SURVEY SM

Copyright © 2008 International Management Technologies, Inc. www.imtC3.com. All rights reserved. 36

Copyright © 2008 International Management Technologies, Inc. www.imtC3.com. All rights reserved.
MSD Measures of Success
SM

1 # of authorization to dig waivers executed

% of backups service requests that


2 included telespection

% of backup service requests that received


a callback within 90 days
Sewer
Backup 3
Avg # of days from initial call to total repair
Repairs
# of cleanouts installed by MSD and/or
private plumbers

Products Menu # of backup repairs service requests


received via internet

Main Menu Telespection equipment downtime

% of customers with totally block sewers


that regained service within 24 hours

Copyright © 2008 International Management Technologies, Inc. www.imtC3.com. All rights reserved. 37

MSD Measures of Success


SM

Avg # of days from initial call to total repair

30 < 11

25
G
20
o
15
o
10 d
5
0
Project
July-Sep 2002 Oct-Dec 2002 Jan-Mar 2003 Apr - Jun 2003
Baseline
Days 21.00 13.13 20.68 25.76 6.24

Prev Product Menu Main Menu Next


Copyright © 2008 International Management Technologies, Inc. www.imtC3.com. All rights reserved. 38

Copyright © 2008 International Management Technologies, Inc. www.imtC3.com. All rights reserved.
SATISFACTION & TIME SM

Customer Satisfaction Decreases When Cycle Time Increases

5
Cus. Satisfaction

1
1-7 7-14 14-21 >28 days
Days

Copyright © 2008 International Management Technologies, Inc. www.imtC3.com. All rights reserved. 39

TOOLS & REFERENCE

40

Copyright © 2008 International Management Technologies, Inc. www.imtC3.com. All rights reserved.
10 STEPS TO ALIGN EXCELLENCE
WITH CUSTOMER PRIORITIES SM

1. Articulate strategic & customer-desired outcomes.


2. Determine how each outcome will be measured.
3. Set numerical improvement objectives and due dates.
4. Select the few products most likely to impact outcome success.
5. Identify end-user, broker & fixer customers for key products.
6. Uncover customers’ priority expectations for each product.
7. Measure seemingly immeasurable expectations.
8. Innovate or redesign products to best achieve outcomes.
9. Cut customer and producer acquisition/supply time by 80%.
10. IMPLEMENT and CELEBRATE SUCCESS with high ROI!

Copyright © 2008 International Management Technologies, Inc. www.imtC3.com. All rights reserved. 41

PRODUCT DEFINITION & SELECTION - Page 1

Page 1 INSTRUCTIONS
Estimated
Time
(Minutes)
SM

Name the specific organization you will focus on.


1. 1

Identify the top three (3) outcomes which best describe this organization’s mission or purpose. Be sure
customers’ outcomes are included. (Refer to the Organization and Customer Outcomes tool.)

A.
2. 5
B.

C.

Without discussion, each team member reviews the list below. These are criteria for selecting the critical few
3. products that the organization named above should improve. Each team member puts a check in the Priority
column next to the THREE criteria you think are most important.
Selection Criteria
Priority Votes Rank Owner(s)
The most important products are those that…

1 Consume the most work time to create or complete

Consume the most calendar days to complete, from request


2
(or start) through receipt by a customer (cycle time)

3 Are most important to the organization's customers

4 Incur the greatest effort or cost to revise, correct or rework


5

5 Impact the most customers when errors or delays occur

Cause the greatest number of requests for help or


6
clarification

7 Are created in highest volume

8 Are most central to the mission of this organization

9 Cause the most dissatisfaction

10 Are most complex, difficult to use or understand

Record in the Votes column the number of checks team members gave each of the selection criteria. Record a
4. 2
1 in the Rank column for the criteria with the most votes. Rank the top 3.

Assign each ranked criteria to one or more team members, recording their names under Owner(s). Ideally,
5. 2
two or more team members are owners of a single criteria.
Total Estimate Time 15
Copyright © 2008 International Management Technologies, Inc. www.imtC3.com. All rights reserved. 42

Copyright © 2008 International Management Technologies, Inc. www.imtC3.com. All rights reserved.
Page 2 PRODUCT DEFINITION & SELECTION - Page 2

Objective: Identify the product(s) with greatest opportunity for improvement.


Estimated
Time SM
(Minutes)

Criteria owner(s) brainstorm to identify five (5) specific products that best meet that
criteria. Record each product name on a separate sticky note. Be sure products are
produced by the organization named in Step 1 and meet the following criteria.
BRAINSTORMING AREA

Yes No
6. Is the product something the organization named in Step 1 can claim as 12
a.
uniquely its own?

b. Can you make the product plural with an “s”?

c. Is the product a deliverable you can give to someone else?

d. Does the product, as named, occur in countable units?

e. Is the product intended to create a desired outcome or result for a custom

If you can answer “yes” to these questions about each of the products named, you’ve mastered the
first step in customer-centered thinking. Correct the product names as necessary before
proceeding. See Product Definition Tab for more details.
As a whole team, determine if any product has been identified as meeting more than one
of the top ranked and owned Selection Criteria (Step 3).

If there is only one such product, make this the single most important product for
improvement unless the team agrees on an alternate. Record your selection below. (If
your version of this C3 tool includes the Customer Roles & Power tool, the product you
record as First Choice will automatically be filled in there, also.
7. If there is more than one product meeting multiple selection criteria, use majority vote to 3
choose the one you will work on and record that selection below.

If there are none that meet multiple selection criteria, use majority vote to choose the one
you will work on and record that selection below.
First Choice
Second Choice
Total Estimate Time 15
TOTAL TIME 30
Copyright © 2008 International Management Technologies, Inc. www.imtC3.com. All rights reserved. 43

VOC to PRODUCT DESIGN SM

PRODUCT DESIGN TABLE


Do This First Do This Now Do This Next
Voice of the Customer
Product Design Table Product Features Table
& Creating Measures
VOICE OF THE CUSTOMER
- Product Function -

1. PRODUCT
PRODUCT DESIGN TABLE
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50

2. ENDUSERS
Instructions: Change the name of the Product Attribute Group (Column A -
blue cells) if the preset title does not fit your situation.
 PRODUCT FEATURES TABLE
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50
Substitute Quality Characteristics

When filling in the green cells, use a + and -. IMPORTANT! Use the ENTER Instructions: Change the name of the Product Attribute Group
key not the tab. If you don't, Excel will think you are doing a caluculation. (Column A - blue cells) if the preset title does not fit your Features
situation
 Product: When filling in the green cells, use a + and -. IMPORTANT!
Use the ENTER key not the tab. If you don't, Excel will think
 End-Users:
you are doing a calculation.
Product:

3. 4. 5. 6. End-Users:

 Product
Attributes Rank Measured Performance Perception Attribute
 Customer Expectations 
(Voice of the Customer) Rank
Group

1 
Substitute Quality Characteristics Priority
2 CREATING MEASURES
Team Name EASE
3 OF USE
 Product:  End Users:
4

5  Priority Customer Expectations (A satisfying product is one which is…)


6 1
TIMELINESS
2
7
3
8 4
5
9
 Priority Of
 Possible Measures  Goal
Measure CERTAINTY
10

11

12

 Who Will Do What By When


 Priority 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
 Target Value Weighted Value 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
041306 Copyright© 2006 I nternational Management Technologies, Inc. www.imtc3.com. All rights reserved. MT46

 Discoveries

Also Do
or Video*

DVD #1 - Chapter 1, Customer Roles


DVD #1 - Chapter 1, Customer Roles DVD #1 - Chapter 1, Customer Roles
DVD

DVD #2 - Chapter 1, Customer


DVD #2 - Chapter 1, Customer Expectations DVD #2 - Chapter 1, Customer Expectations
Expectations
Tools*

Customer Roles & Power


Outcomes & Innovation Window
Voice of the Customer

Chapter 3 - Customer Expectations


Lawton Book*

Chapter 4 - Measuring Service Quality


C3

Chapter 4 - Measuring Service Chapter 5 - Quality & Innovation


Chapter 5 - Quality & Innovation
Quality
Miller/

Pages 66-71

PURPOSE OF THIS TOOL


a. To translate the "Voice of the Customer" regarding product attributes into measurable product design
criteria (PDC)
b. To develop measures that will enable the producer to monitor and manage quality as defined by the
customer
c. To establish target values, goals and minimums for product performance

Copyright © 2008 International Management Technologies, Inc. www.imtC3.com. All rights reserved. 44

Copyright © 2008 International Management Technologies, Inc. www.imtC3.com. All rights reserved.
CREATING MEASURES SM

CREATING MEASURES
Do This First Do This Now Do This Next

Voice of the Customer Creating Measures Product Design Table


VOICE OF THE CUSTOMER
- Product Function -

1. PRODUCT CREATING MEASURES


Team Name
2. ENDUSERS
 Product:  End Users:

PRODUCT DESIGN TABLE


3. 4. 5. 6.  Priority Customer Expectations (A satisfying product is one which is…)
Attributes Rank Measured Performance Perception
1 
1
2  Product:

Substitute Quality Characteristics


2

3
3
 End-Users:
4 4

5 5
 Priority Of
6  Possible Measures  Goal
Measure Product

7 Attribute
 Customer Expectations
(Voice of the Customer) Rank
Group
8

10

11

12

13

14

15

16

17

18
 Who Will Do What By When
19

20  Priority 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
21  Target Value
Instructions: Fill in green cells. Use INSERT key to enter + and -. Do not use the arrow keys.
22

23
 Discoveries
24

25

26

27

28

29

30
7. Totals

Also Do
or Video*

DVD #1 - Chapter 1, Customer Roles


DVD

DVD #2 - Chapter 1, Customer DVD #2 - Chapter 1, Customer Expectations


Expectations
Tools*

Product Features Table


Outcomes & Innovation Window
Product-Roles Matrix
Lawton Book*

Chapter 3 - Defining Customer


C3

Chapter 5 - Quality & Innovation


Expectations
Miller/

PURPOSE OF THIS TOOL


a. Create measures for the seemingly immeasurable customer expectations
Copyright © 2008 International Management Technologies, Inc. www.imtC3.com. All rights reserved. 45

CREATING MEASURES SM

INSTRUCTIONS
1. Name the specific target product.
2. Identify the end-users you will focus on.
3. Determine the top five (5) customer expectations regarding product attributes as stated by
customers. REMEMBER: Product attributes must fit the phrase, "A satisfying (product) is one
which is _____________." Refer to your prior work with the Voice of the Customer Tool.
4. Brainstorm possible measures for each priority expectation using any of the following phrases
(making sure that there is no ambiguity in the measures):
a. The number of _____________ could indicate that the (insert product name) is/is not (insert
expectation).
b. The % of _____________ could indicate that the (insert product name) is/is not (insert
expectation).
c. The dollar amount of/to/for _____________ could indicate that the (insert product name) is/is not
(insert expectation).
5. Rank the top five measures, considering:
a. Relevance to end-user priorities (these measures will really reflect what customers want)
b. Ease and cost of collecting data
c. Competitive advantage of improvements based on these measures
Be sure that each priority expectation has at least one measure.
6. Create a performance goal for the top 5 priority measures. Consider the goal from the customer's
point of view (i.e. How long does a customer say it should take to read an instruction booklet?)
Consider whether an absolute number or range of values is appropriate.
7. Record your discoveries.
8. Summarize your findings by reporting:
a. Answers to steps 1-7.
b. Would these measures also address priorities of brokers and fixers?
c. Who should do what by when?

Copyright © 2008 International Management Technologies, Inc. www.imtC3.com. All rights reserved. 46

Copyright © 2008 International Management Technologies, Inc. www.imtC3.com. All rights reserved.
CREATING MEASURES SM

CREATING MEASURES
Team Name

 Product:  End Users:

 Priority Customer Expectations (A satisfying product is one which is…)


1
2
3
4
5
 Possible Measures  Priority  Goal
Of Measure

 Discoveries

 Who Will Do What By When

Copyright © 2008 International Management Technologies, Inc. www.imtC3.com. All rights reserved. 47

MEASUREMENT PRINCIPLES SM

1. Anything can be measured.


2. What we measure is what we value.
3. The value of something is increased simply by
measuring it.
4. We manage what we measure.
5. The measured gets more attention than the not
measured.
6. If we say it’s important but don’t measure it, it’s not so
important after all.
7. We always find ways to measure what is mandated.
8. Failure to measure is rarely due to prohibition.
9. The higher the organizational rank a person has, the
less likely it is their work is measured.
10. Vital Lies constrain what we elect to measure.
Copyright © 2008 International Management Technologies, Inc. www.imtC3.com. All rights reserved. 48
C3DR-7

Copyright © 2008 International Management Technologies, Inc. www.imtC3.com. All rights reserved.
VOICE OF THE CUSTOMER:
The Measure of Success SM

Copyright © 2008 International Management Technologies, Inc. www.imtC3.com. All rights reserved. 49

Copyright © 2008 International Management Technologies, Inc. www.imtC3.com. All rights reserved.

You might also like