The 2nd Discipline of Guest Experiences: Guest Understanding

Organizations that want to produce a high-quality Guest experience need to perform a set of sound, standard practices. Harley Manning and Kerry Bodine, in their book Outside In, have developed six high-level disciplines which can be translated into Guest experiences: strategy, Guest understanding, design, measurement, governance, and culture.

An overview of all six Disciplines can be found here. These disciplines represent the areas where organizations that are consistently great at Guest experiences excel.

If you want to deliver a great Guest Experience, these disciplines are where you need to focus, too. 

Guest Understanding

You need a set of practices that create a consistent shared understanding of who Guests are, what they want and need, and how they perceive the interactions they’re having with your organization today. This discipline includes research practices, analyzing the information you’ve collected, and documenting your findings. Guest Understanding provides a foundational level of insight that guides the rest of the disciplines.

Guest Understanding Practices

  • Solicit feedback from Guests about their experiences with your organization (through surveys or interviews)
  • Collect unsolicited feedback from Guests about their experiences with your organization (through mining calls, email, or social media posts)
  • Gather input from team members about their experiences with Guests and their role in delivering the Guest Experience
  • Conduct observational research studies in Guests’ natural environments
  • Analyze Guest insight drawn from across research techniques and organizational boundaries to identify key Guest pain points and opportunities
  • Document Guest Understanding in a way that is easy for team members to understand and use (through the use of personas, Guest Journey maps, etc.)
  • Share Guest understanding with all team members

Thinking you know what Guests want is risky. Knowing what they want leads to Guest Experience improvements that matter.

Guest Survey from Pearland Vineyard, Pearland, TX

Most organizations neglect to build a foundation of Guest understanding before they develop their service and experience strategies – and then proceed with costly initiatives. Where do most organizations miss the boat on understanding their guests?

  1. Team members often fall into the seductive trap of assuming that what they want is what Guests want
  2. Many organizations view Guests only through a numerical lens
  3. Many Guests use qualitative research methods inappropriately

The good news is that you can avoid these pitfalls by using techniques that will help you to understand who your Guests are, how they perceive the interactions they are having with you today, and what they want and need from you tomorrow.

If you want to harness the power of delivering a WOW! Guest Experience, you have to start with a complete picture of who they are and what they want from you. This picture will come into focus as you begin to analyze Guest data that spans multiple research techniques and organizational boundaries.

While you may have the in-house know-how to do some of these activities, you will likely need to partner with outside experts. They will be able to help you set up studies, ask the right questions, collect the right data, and synthesize the results into meaningful insights.

I would be happy to talk with you about how you can begin the journey to understanding and delivering  a WOW! Guest Experience every week at your church.

If you try to skimp on this part of the process – by continuing with assumptions about what you think Guests need and want – you’ll not only fail to create true Guest understanding, you will also put the rest of your Guest Experience practices at risk.

Guest insights ultimately drive your Guest Experience strategies.

Application to ChurchWorld

  1. What you think you know about your Guests is probably wrong
  2. You won’t find all your answers in a survey
  3. Document your findings in easy to understand formats
  4. Share your Guest insights early and often

Guest Understanding should become the foundation of all your Guest Experience efforts.

Next in the series: How understanding your Guests becomes the primary input into your Guest Experience design process.

 

Want to know more about the Guest Experience in your church?

  • Learn why the Guest Experience matters here
  • Contact me here
  • Read up a little here

Translating Customer Experience for ChurchWorld Leaders

Customer service is, quite simply, how customers perceive their every interaction with an organization. This may come as a shock to you, but churches should have customers, too. 

We just call them Guests.

Just over two years ago, Harley Manning and Kerry Bodine, customer experience analysts at Forrester Research, released a book entitled “Outside In.” Subtitled The Power of Putting Customers at the Center of Your Business, Outside In offers a complete road map to attaining the experience advantage.

When I read the book, it created a whole new awareness of how “customer service” in the corporate environment could be “translated” into the Guest Experience at churches.

If you are a ChurchWorld leader, you need to understand the powerful truths contained in this book. Today I will begin a series of updated posts from two years ago about the book Outside In. This will help introduce a new season of personal emphasis on Guest Experiences for churches, and some exciting news!

Outside In certainly stands on its own, but over the next few days I’m going to be translating the content into the language of ChurchWorld Guest Services, and making applications to how you can take advantage of the Guest Experience in your church. Go ahead and order a copy from Amazon now. It’ll be here in a couple of days. You’ll be referring to it frequently. In the meantime, here’s an outline for your consideration.

The Value of Guest Experience

  • You need your Guests more than they need you
  • You are in the Guest experience business – whether you know it or not

The Guest Journey

  • Discover
  • Evaluate
  • Attend
  • Access
  • Use
  •  Get support
  • Leave
  • Re-engage

The Three Levels of Guest Experience

  • Meets needs – I accomplished my goal
  • Easy – I didn’t have too work hard
  • Enjoyable – I felt good about that

The Guest Experience Ecosystem

  • Deconstructed
  • Visible to customers
  • How to create a Guest experience ecosystem

The Six Disciplines of Guest Experience

  • Strategy
  • Guest Understanding
  • Design
  • Measurement
  • Governance
  • Culture

The Path to Guest Experience Maturity

  • Improve
  • Transform
  • Sustain

The Four Adoption Levels of Guest Experience

  • Missing
  • Ad Hoc
  • Repeatable
  • Systematic

Transformation Priorities

  • Build on strengths
  • Shore up weaknesses

The Rise of the Guest Experience Team

Part 1 of a multi-part series based on the book Outside In 

Outside In

These posts “translate” the world of customer service to the language and setting of Guest Experiences in the church.

NEXT: The Value of Guest Experiences

Take the Magnetic Test for Your Guest Experience Teams

Magnets have wonderful properties; one of the most amazing is they can both attract and repel.

In a previous post, I wrote about “Magnetic Personalities“. If you haven’t read it yet, I encourage you to jump over and take a look at it – it’s a quick read, and it will give some background to the rest of this post. Go ahead – I’ll wait…

What goes for magnetic persons also goes for magnetic teams – like the Guest Experience team at your church. Sometimes the very thing that makes you “attractive” may also be “repelling” to someone else. Your team may go by another name, you may have multiple teams, but I am willing to bet that if you are the leader of such a group, you are always looking for ways to improve how you do what you do. Are you ready?

Not so fast! Before you can improve, you need to know where you are – you need to establish a baseline measurement.

Here is a list of questions to assist you in identifying your present level of Guest Experiences. The list is adapted from a great book by Chip Bell entitled Magnetic Service. Answer “Yes” or “No” to each question:

  1. Do your Guests believe your church listens to them more deeply than almost any other organization they can think of?
  2. Do you anticipate Guests’ future needs so well that Guests feel you can practically read their minds?
  3. Are Guests given an opportunity to participate in a different way than they would have expected?
  4. Does your Guest Experience have such sufficient consistency such that Guests can trust it as being repeatable and not serendipitous?
  5. Do Guests see your church as rather daring or gallant in this approach?
  6. Do Guests think you and other team members in your church have more fun than most people?
  7. Are Guests given a chance to learn a lot simply through their encounter with your church?
  8. Do Guests witness you and others on your team perpetually improving service?
  9. Is the interpersonal engagement with you so unforgettable that Guests think positively about it again and again?
  10. Do Guests view their Guest Experience as special, distinctive, and not the usual “same old same old” approach?
  11. Do Guests comment on how the church is almost always super comfortable to be a part of?
  12. Do Guests feel completely free of dissonance and anxiety when dealing with your church?
  13. Does your Guest Experience reflect a deeper destiny, vision or commitment to serve?
  14. Is your Guest Experience delivered in a way that clearly reflects a wholesome and generous attitude?

How many honest “no’s” did you have? If you answered “no” more than three or four times, you have gaps to fill, holes to repair, and practices to start.

Congratulations! You now have a baseline measurement of your Guest Experience…

…where do you go from here?

Exceeding Guest Expectations Has a Unique Starting Point

There are 2 steps you must take in order to exceed your Guest’s Expectations.

Exceeding Guest Expectations

First, you have to meet their expectations. What you add from there will create experiences that are memorable. That’s the “easy” part!

Second, you have to become one of them – a guest.

Bet you haven’t thought about that one much – or at all!

As a matter of fact, it takes a lot of work to see through a Guest’s eyes. After all, everything to you is old hat, normal, and just fine.

But to a Guest? Maybe not so much.

When is the last time you talked to Guests – of all ages, backgrounds, and family situations? Have you asked them questions that reflect your interest in them, and give you insight into their thoughts and expectations?

Have you entered your campus for worship and considered what your expectations might be if this were your first time?

  • Where do I turn in?
  • Where do I park?
  • Which door do I enter?
  • Where do I take my kids?
  • How do I find out more information about anything?
  • Where do I go for worship?
  • What’s my next step?

Remember, your Guest hasn’t been to your campus before, so they don’t know anything about the questions above!

What about Guests in a wheelchair? Or a single mom carrying an infant in one arm with a diaper bag over her shoulder while holding on to a 4-year old? Or a hearing-impaired Guest? Or…

 You don’t know what the expectations of your Guests are until you understand who your Guests are.

If your Guests don’t have their expectations met, then you’ve missed the first step in exceeding those expectations. To first meet their expectations, you have to know and understand who your Guests are, and what they are expecting.

 

Guest Experience Survey Results Provide 4 Key Findings

In the fall of 2011, I collaborated with Worship Facilities Expo on a brief survey about guest services practices to its online audience. The survey was not intended to be a scientific survey, but instead sought baseline information to indicate trends in guest services in churches.

The 22 questions dealt in broad areas ranging from sanctuary size to number of worship services held weekly to the number of volunteers in guest services roles to training for guest services teams. From the responses, a snapshot of guest services practices in churches is beginning to take shape.

I’m in the process of preparing an updated survey, but I thought it would be helpful to look at the original results one more time: Here’s a look at some summary findings, four key points, and an invitation to continue the conversation.

Selected Survey Stats

  • Responses came from 33 states in the US and 9 countries around the world
  • Church attendance ranged from 100 to 19,000
  • The majority of churches responding offered multiple worship services
  • The majority of churches responding had only one location
  • About one-third of respondents had auditoriums seating 300 or less; almost one half had auditorium seating for 300-800
  • Guest service components include a wide range of services – from parking to greeting to ushers to information centers and more
  • The size of Guest Services teams ranges from a few to hundreds
  • Leadership of Guest Services teams is primarily voluntary
  • 1-3 hours of initial training is provided to Guest Services teams by a large majority of respondents
  • Almost half of the respondents offer no updated or ongoing refresher training
  • A large majority of respondents have no formal statement of expectations for Guest Services teams
  • Recruiting and retaining team members and developing leaders are the biggest needs of Guest Services teams
  • Respondents had great success stories and encouragement for other Guest Services teams

A more detailed review of the survey responses began to show a pattern – there were four key findings that a majority of the respondents identified:

1. Guest Services Components The survey identified the following eight areas of typical Guest Services teams: Prayer, Greeters, Ushers, VIP/First Time Guests, Resources, Next Steps, Set-up, and Parking. Additional responses included Kiosk check in, Hospitality time with Pastor, Gift for Guests, and Communion. The largest areas of service were Greeters and Ushers – every respondent had some level of service in these areas. Prayer was another large component, reported by majority of respondents. Areas on the low side were VIP/First Time Guest and Parking.

2. Expectations/Covenant Less than twenty percent of respondents indicated that their Guest Services teams had a formal statement of expectations or covenant agreement.

3. Greatest Need As with any mainly volunteer ministry, a wide range of needs were identified by the respondents.  After a closer review of individual responses, the following three areas began to emerge:

  • Training of existing volunteers
  • Recruitment of new volunteers
  • Organization and leadership of the volunteer teams and process

4. Success Stories Respondents were asked to list a brief success story of their Guest Services teams. The responses were able to be categorized into four areas:

  • Being known as a friendly church and/or providing a warm environment
  • No success story! (more below)
  • Commitment of the Guest Services team members
  • Follow-up by Guest Services team members

It’s beyond the scope of this post to go into detail on all the findings, but a review of the four summary findings above do provide a unique glimpse into what Guest Services teams are doing – and how they might be challenged to improve on their services. Here are a few that I see:

  • Guest Service teams are a very visible and important part of the experience on your church campus – no matter the size. From the street to the seat, your Guest Services team has an opportunity to provide a ministry to Guests and members so that they enter into worship ready to worship. Adjust the services you provide to the scale of your church, but make sure that your Guests and members have no doubt they are welcome
  • Guest Services teams – like all volunteer teams at your church – need a vision to serve, a target to aim at, and guide to serve by. A statement or expectations or covenant of service – common to all volunteer teams in your church but tailored to the specifics of Guest Services teams – is the best way to help them minister to the people they encounter every weekend.
  • Not surprisingly, Guest Services teams want to know what they are supposed to be doing – and given the tools and training to carry out their jobs. It’s critically important that your Guest Services teams – and all volunteer teams at your church – be a part of solid training at the initial training AND ongoing continuing education along the way.
  • Serving should mean celebrating – individuals serving on your Guest Services team provide the front line, first contact experience with Guests and members. They should be delivering and receiving powerful opportunities to pour into people’s lives. When the second largest category of responses to the survey’s “Success Story” question is “None,” something needs to change!

You’ve probably figured out by now that Guest Services is a big deal to me! It’s more than a big deal – it’s a passion of mine. I want churches to realize that they have a chance – usually a single chance – to make a WOW! first impression on Guests coming to their facility this weekend.

If you would like to be a part of the ongoing research and communication in the next Guest Services survey, just drop me a note at bob@auxano.com and I will send you the survey when it is available later this summer.

Is Your Church Practicing the 4 Habits Behind a Successful Guest Experience?

I have no talents. I am only passionately curious.   – Albert Einstein

One of the joys of my work at Auxano is that I get to serve in multiple roles. My primary role of Vision Room Curator allows me to thrive in my giftedness of research and curiosity, as I am constantly looking for content that creates break-thru clarity with church teams to realize their vision.

In addition, our value of Carnivorous Learning is demonstrated daily in my research, reading, and curation of the cloud of information available for church leaders.

But when my primary role of Vision Room Curator intersects with my secondary role of Guest Experience Navigator, it’s a really good day.

Today’s Vision Room post “4 Habits Behind a Successful Guest Experience” is a great example of the mashup of my two roles. The post speaks to the idea that a primary factor in creating a great Guest Experience comes down to having great people on your front line teams and training them well.

7-Guest Experience

The post itself stands alone, but I was also able to connect it to our most recent SUMSa free book summary – on Judgment on the Front Line by Chris DeRose and Noel Tichy. The book is essential reading for any church leader whose role involves leading Guest Services, Hospitality, or First Impressions teams. The SUMS is a good introduction, but I encourage you to pick up the book as well.

What makes it a great day is that I get to live out the ideas and thoughts above in a couple of ways: this weekend, I will be conducting a Guest Perspective Evaluation for one of our client churches. Front line interaction is a key indicator of the success of a church’s Guest services. During my evaluation, I will take over 400 images and 3-7 minutes of video, which will be edited into a 2-hour presentation for the senior leadership team the following Monday.

In that presentation, I don’t really have to say much – if “a picture is worth a thousand words,” the several hundred images and a few minutes of video have to be worth a book!

On any given weekend, Auxano Navigators are at a church somewhere across the country making the same kind of evaluations for our clients. It’s a powerful service that we love providing.

Beyond the occasional onsite consultation, I also get to live out my role mashup by serving on a Guest Services team at my church, Elevation Church’s Lake Norman campus. After 4 years as a Guest Services Coordinator at our Uptown campus, I stepped over to the launch of our newest campus in the Lake Norman area to serve on the parking team. (I serve an additional role on the Leadership Development team for the church as a whole, but that’s a story for another day).

My Team Coordinator Skyler and Team Leader Jason have demonstrated an excellent grasp of the 4 activities mentioned in the Vision Room post above:

  1. In spite of intentional preplanning for the launch, they listened to our team’s suggestions each of the following 3 weekends to improve traffic flow, increase pedestrian safety, and make sure our Guests felt welcome at all times.
  2. As Coordinator, Skyler is working with our Boot Camp Team (Elevation’s volunteer enlistment strategy) to make sure Parking Team members have a great attitude.
  3. Our Parking Team – like all Elevation teams – is crystal clear on our purpose, because it’s the same as our church purpose: To reach people far from God so that they might be raised to life in Christ.
  4. Our Team Leader Jason encourages creativity and autonomy – from Ryan who “hooks and lands” VIP (first-time Guests) cars into special parking to Christiana who leads the Lake Norman Taxi Team (golf carts to get our Volunteers from their designated lot 1/3 mile away from the church) to Lindsay whose smile contest makes us all laugh – and smile even bigger.

If you lead or serve on a Guest Services, Hospitality, First Impressions or similarly functioning team, I hope you will click on the links above to read more.

Want to know more? Leave a comment below or use the contact tab above to get in touch with me.

Remember…

How your front line teams represent themselves – what they do (or don’t do), what they say (or don’t say) – that’s the powerful human “first impression” your Guest is experiencing – and will remember.

Putting Processes to Work for Your Guest Services Team

Here’s the bottom line principle when it comes to designing processes for guest services:

An organization needs to think like a customer (or in this case, a Guest)

Put yourselves in the shoes of the typical guest coming to your campus this weekend. Walk through (literally) every touchpoint and interaction that your guest might conceivably encounter. Develop a process or system that will anticipate their need and meet it before it becomes apparent to the guest.

Need help working it out? Try this six-step continuous improvement cycle from Xerox:

  • Identify and select the problem to be worked on
  • Analyze the problem
  • Generate potential solutions
  • Select and plan the best solution
  • Implement the solution
  • Evaluate the solution

Once you have identified a solution and find that it works, continue to use it, evaluating it periodically as needed, replacing it completely when it no longer works.

Here’s a real world situation as an example:

I serve as a Guest Services Team Coordinator for Elevation Church’s Uptown campus in Charlotte, NC. We meet in McGlohan Theater in Spirit Square (the former First Baptist Charlotte campus, turned into an entertainment venue in the 1970’s when the church relocated).

Problem: Almost everyone attending the Uptown Campus drives from somewhere else in Charlotte – which means lots of cars.

Analysis: The theatre only has about 40 parking spaces associated with it. Wanting to reserve those for VIPs (first time guests) and families with small children, we had to locate other parking.

Potential Solutions: Everybody for themselves (no way!); utilize street parking (not enough, and used by businesses or not available many Sundays); negotiate favorable rates with surface parking lots (not so favorable rates, it turns out); negotiate the use of a parking deck 1 1/2 blocks away (good rate, but a little far)

Select the Best Solution: Utilize the parking deck because it puts the majority of cars in one place, allowing maximum efficiency of guest services teams; helps with security; gives a sense of “place” to everyone coming Uptown

Implement the Solution: Determine the traffic patterns of cars coming Uptown and design appropriate signs and locations to maximize impact; develop a checklist of the different types of signs and their locations; negotiate with parking company to insure staff is on site or nearby in case of mechanical problems; promote the “how” of the parking deck through website videos, print materials, and live announcements as needed; plan for inclement weather; coordinate Parking Team, VIP Team, and Greeters to insure smooth transition from parking deck to theater

Evaluate the Solution: Every week the parking team notes hits and misses, and adjusts the process to eliminate them

That’s how we do it at Uptown!

Now, take the principle and apply it in your context.

Efficient processes can transform your Guest Services Team

My favorite post from August, 2012

Mickey’s Ten Command-ments for the Setting

In yesterday’s post the concept of the “setting” at Disney was introduced. Going a little deeper, from the excellent guest services book Be Our Guest, Disney vice chairman Marty Sklar gave the following list of setting design principles:

  • Know your audience – before creating a setting, obtain a firm understanding of who will be using it
  • Wear your guest’s shoes – never forget the human factor; evaluate your setting from the guest’s perspective by experiencing it as a guest
  • Organize the flow of people and ideas – think of your setting as a story; tell that story in an organized, sequenced way
  • Create a visual magnet – a landmark used to orient and attract guests
  • Communicate with visual literacy – use the common languages of color, shape, and form to communicate through setting
  • Avoid overload – do not bombard guests with information; let them chose the information they want when they want it
  • Tell one story at a time – mixing multiple stories in a singe setting is confusing; create one setting for each big idea
  • Avoid contradictions – every detail and every setting should support and further your organizational identity and mission
  • For every ounce of treatment provide a ton of treat – give your guests the highest value by building an interactive setting that gives them the opportunity to exercise all of their senses
  • Keep it up – never get complacent and always maintain your setting

Around the Disney organization, these principles were known as “Mickey’s Ten Commandments for the Setting.” Whether it was a movie, a book, or a theme park, the Imagineers at Disney know the importance of setting as they told their stories.

What stories are your settings telling?

From Be Our Guest, by The Disney Institute

Everything Matters

All organizations, knowingly or unknowingly, build messages to their customers (Guests) into the settings in which they operate.

Consider these pairs:

  • A luxury car dealership and a used car lot
  • A theme park and a traveling carnival
  • A designer clothing retailer and an outlet store

In each pair, people are buying a similar product – cars, entertainment, and apparel. But in each case, the setting in which they buy these products is communicating a great deal about the quality of the products and services customers can expect, not to mention the price they are willing to pay.

The simple fact is that everything, animate and inanimate, speaks to customers.

The above words come from “Be Our Guest,” the fantastic customer service book published by The Disney Institute. Talk to me very long about Guest Services, and you will hear me talk about Disney – probably several times!

Yesterday it was about Process; today, it’s all about Place.  When you think about a physical setting, it’s appropriate to start at Disney and understand what they call “the magic of setting.”

Setting is the environment in which service is delivered to customers, all of the objects within that environment, and the procedures used to enhance and maintain the service environment and objects.

Components include:

  • Architectural design
  • Landscaping
  • Lighting
  • Color
  • Signage
  • Directional designs on flooring and wall coverings
  • Texture of floor surfaces
  • Focal points and directional signs
  • Internal and external detail
  • Music and ambient noise
  • Smell
  • Touch and tactile experiences
  • Taste

Quite a list, right? Remember that when considering Guest Services…

Everything matters.

From Be Our Guest, by the Disney Institute

Puttin on The Ritz…

When it comes to refined service and exquisite hospitality, one name stands high above the rest: The Ritz-Carlton Hotel Company. With ceaseless attention to every luxurious detail, the company has set the bar for creating memorable customer experiences in world-class setting.

With unprecedented access to the company’s executives and staff, best-selling author and business consultant Joseph Michelli obtained the leadership secrets behind the company’s extraordinary success. In “The New Gold Standard,” Michelli takes an exclusive tour behind the scenes of The Ritz-Carlton and comes away with great reference work for church Guest Services Teams who want to learn and apply principles of a WOW! Experience to their own practices.

Michelli develops “5 Leadership Principles for Creating a Legendary Customer Experience” that you can explore in the book. I’ll take a look at those principles in a later post. First, here’s a quick look behind the brass lion that symbolizes excellence at the Ritz:

The Credo

  • The Ritz-Carlton is a place where the genuine care and comfort of our guests is our highest mission
  • We pledge to provide the finest personal service and facilities for our guest who will always enjoy a warm, relaxed, yet refined ambiance
  • The Ritz-Carlton experience enlivens the senses, instills well-being, and fulfills even the unexpressed wished and needs of our guests

The Three Steps of Service

  • A warm and sincere greeting, using the guest’s name
  • Anticipation and fulfillment of each guest’s needs
  • A fond farewell, giving a warm goodbye, and using the guest’s name

Service Values of Ritz-Carlton Staff

  • I build strong relationships and create Ritz-Carlton guests for life
  • I am always responsive to the expressed and unexpressed wishes and needs of our guests
  • I am empowered to create unique, memorable, and personal experiences for our guests
  • I understand my role in achieving the Key Success Factors, embracing community footprints, and creating the Ritz-Carlton mystique
  • I continually seek opportunities to innovate and improve the Ritz-Carlton experience
  • I own and immediately resolve guest problems
  • I create a work environment of teamwork and lateral service so that the needs of our guests and each other are met
  • I have to opportunity to continuously learn and grow
  • I am involved in the planning of the work that affects me
  • I am proud of my professional appearance, language, and behavior
  • I protect the privacy and security of our guests, my fellow employees, and the company’s confidential information and assets
  • I am responsible for uncompromising levels of cleanliness and creating a safe and accident-free environment

Gold standard indeed! These are priceless nuggets of truth that you can mine and put into practice in your Guest Services team immediately…

Why not start this week?