Professional Documents
Culture Documents
CONFIDENTIAL
Customer Excellence:
Ensuring the right number of people are focused on the highest value activities to improve customer and CCE performance
Document Date
This report is solely for the use of client personnel. No part of it may be circulated, quoted, or reproduced for distribution outside the client organization without prior written approval from McKinsey & Company. This material was used by McKinsey & Company during an oral presentation; it is not a complete record of the discussion.
AGENDA: DAY 2
Unit of measure
Recap from yesterday Change Agent Workshop Break Management Preparation Logistics Lunch Management Preparation: Content Closing Breakouts Merchandising Productivity Exercise Function-specific breakouts
20 min 180 min 10 min 30 min 30 min 30 min 10 min 60 min 90 min
* Footnote Source:
Source
Internal Document Not to be shared with customer
* Footnote Source:
Source
Internal Document Not to be shared with customer
Does this mean all of my stores will receive weekend order writing?
What determines how much merchandising service we will receive in a given week?
How are you going to ensure your product will fit in existing back-room space? How are you improving your order writing process? You will receive FAQ handouts today for your reference
* Footnote Source:
Source
Internal Document Not to be shared with customer
* Footnote Source:
Source
Internal Document Not to be shared with customer
Weekend order writing we are dedicated to writing orders when it is most valuable for you and to minimizing time between order generation and order delivery More robust processes, technology, and training with improved reporting capabilities and coordinated outlet volume improvement plans, we will ensure order writing accuracy and optimized inventory mix
Does this mean every one of my stores will receive weekend order writing?
We will conduct weekend order writing at stores that have the weekend demand to justify it
Help me understand the difference between a replenishment visit and maintenance visit?
We will determine merchandising hours for your stores based on how shopped your shelves will be each day. To align our hours to your shopper demand, we will make one of two types of visits: Replenishment visits, complete store restocking, are based on volume and ad activity. We ensure no out-of-stock emergencies, fill/face cold points and IC at beginning/end of visit, fill/face all warm points and maintain backroom Maintenance visits are based on ad activity and high-value immediate consumption volume. They occur between replenishment visits to ensure no out-of-stock emergencies and fill/ face cold points
What determines how much merchandising service I am going to receive in a particular week?
Hours will be based on weekly forecasted store level volume, promotional activity and in-store merchandising locations Key focus of merchandising will be to ensure most profitable Immediate Consumption packages are coldFootnote and in-stock *
Source: Source
Internal Document Not to be shared with customer
How are you going to ensure your product will fit in existing backroom space?
With our improved order-writing capabilities, we will make sure that your Day Sales of Inventory is optimized and consistent across SKUs. You will require fewer deliveries to meet your stores demand Our longer replenishment visits and improved training will enable us to more effectively manage backroom space
What improvements are you making to the quality of merchandising service I will receive?
Our improved technology and training will help us ensure we are in your stores, on the right days, keeping you in-stock
New targets allow system to eliminate unproductive deliveries, and allow more flexibility to increase productive deliveries as needed based on weekly volume and promotional activity
Reducing unproductive visits for delivery/merchandising functions will enable us to spend more time focused on replenishing shelves and keeping you in-stock
You can call me for selling and delivery issues and your merchandising manager for merchandising issues. In the future we will be moving to a having one centralized resource for all your service issues
* Footnote Source:
Source
Internal Document Not to be shared with customer
Be open: Embrace change How to make the most of the workshop with enthusiasm and patience Participate 100% Work together: Today is all about interacting with your peers to help each other learn Have fun! Todays questions and activities are not a test; they are designed to help us learn!
10
Successful adaptation to change is as crucial within an organization as it is in our everyday lives. Just like plants and animals, organizations and the individuals in them inevitably encounter changing conditions that they are powerless to control. The more effectively you deal with change, the more likely you are to thrive.
It is not the strongest of the species that survives, nor the most intelligent, but the one most responsive to change. Charles Darwin
11
Read through the Mini Scenario Sheet your table has been provided with Answer the questions on your Mini Scenario Sheet Be prepared to quickly introduce to your scenario Time: 10 minutes
12
What is change in your own terms? What are the reasons for change? How would you describe its urgency? What threatens this change to be successful?
13
14
Pitfall #2
Pitfall #3
Focus is on plans, directives, manuals and programs Communication is not credible, and not enough The hearts & minds of the troops are not captured
Pitfall #4
15
*Source: Leading Change: Why Transformation Efforts Fail. By John P. Kotter. Harvard Business Review. Jan 2007.
Pitfall #6
Pitfall #7
Pitfall #8
16
*Source: Leading Change: Why Transformation Efforts Fail. By John P. Kotter. Harvard Business Review. Jan 2007.
Chinese proverb
18
Understand the Power of A Well Designed Change Approach and Change Management Methodology
The Destination
Today
Change Plan
19
The EngageMap
20
Team Guide, p. 3:
Read through the Process Cards provided and arrange them in the correct sequence along the centre of the EngageMap. Write them into your Team Guide.
Learning Objective:
Explore the CCE 5-step change management process
Time: 10 minutes
21
Debrief Activity 1A
1. Document current and future state and identify the gap between the two; build a Case Study / project platform with factual internal and external data that supports the need to close the gap; summarize this information into a high-impact message
5. Align the people, processes, and technology to support the change; Reinforce new behaviors with the right measurements; and Integrate project into management routines
2. Ensure commitment of influential and impacted stakeholders by effectively communicating why there is a need to change, explaining how were going to change, and what is expected in the future
4. Execute the plan; report status, milestones, and issues; and revise the plan when necessary
3. Comprehensively consider all elements that must be planned to include resources, communication, prioritized actions, potential mid-course corrections, and measurement strategy and tactics
22
Lewins 3 steps
Ulrichs 7 steps
2.Harmonise and 2.Create the guiding align leadership coalition 3.Develop a vision and a strategy
3.Activate commitment
4.Mobilise a commitment
6.Design process work and boundaries 5.Change systems and structures 7.Plan implementation 8.Establish metrics
6.Gerate short term wins 7.Consolidate gains and produce more change Refreeze
24
The S-Curve
25
Time: 15 minutes
26
27
What are the reasons for the changes affecting our business?
Discuss with your team and explore the 5 areas that affect our business. Also, assess how important each one of them is
a) in general and b) on your specific project.
Distinguish between opportunities and threats or between aspects under or out-of-control of CCE.
Company (CCE) Consumer Customer Competition Country (Political/Economical/Social/Technology).
Time: 5 minutes
28
Team Guide, p. 6. A. Pick one specific character from the clip and observe it. Describe the characters perception of change. Take notes. Learning Objectives:
Explore different mindsets towards change and be able to identify these Understand your own mindset towards change Discuss ways to overcome individual barriers towards change
29
Team Guide, p. 6:
B. Some people see change as positive. Others view it as negative. In your team identify four additional characteristics for each view. C. In your team identify the main factors influencing peoples mindsets in times of change. D. What are your barriers to change and which ways can you identify to overcome them?
Time: 20 minutes
30
What are the main factors influencing peoples mindsets in times of change.
31
What is Transition?
Its not the changes that do you in its the transitions William Bridges
33
34
* Source: Developed based on William Bridges: Managing Transitions: Making the Most of Change.
Why Transition?
Research has shown that 70% of all Change Projects fail to realize there project objectives because they fail to win the hearts and minds of the people Of those that were successful 90% state that their success can be attributed to how they managed the transition of people
35
What is Transition?
Change Definitions.. To make the form, nature, content, future course something different from what it is or from what it would be if left alone. Change happens when something moves from one situation, to another. Change has a project timeline
Change Event Something as was Something as new
36
What is Transition?
Transition Definition An internal, three-phase psychological re-orientation that people go through as they come to terms with a change
Something as was Change Event Something as new
38
39
Denial
A defense mechanism whereby we avoid acknowledging the change.
Resistance
We have acknowledged the change, but we have not accepted it.
Exploration
We begin to find ways to accomplish the change.
Commitment
We are fully aligned with the change.
40
* Source: Developed based on Elisabeth Kbler-Ross: On Grief and Grieving: Finding the Meaning of Grief Through the Five Stages of Loss. 1969.
Team Guide, p. 7:
A. Match the diagnose cards to the appropriate phase in the Transition Model. Use the blanks to enter more quotations you come up with yourself. B. Discuss the questions provided in the guide.
Learning Objectives:
Explore the transition model and how it helps understanding human reaction during change Identify key players in change and their individual agendas/priorities throughout the change process
Time: 20 minutes
41
Denial
Wish it was like in the good old days! (Nostalgia) It will never happen. (Ignoring the change) Why do we need to do this! (questioning the assumptions)
Resistance
They dont know what they are doing. (Lack of trust) My role has changed and I miss the flexibility in decision-making I had. (Grief)
Exploration
I did it! (Satisfaction) I want to help others understand. (Desire to Share) This really is better. (Pride)
42
Denial
Resistance
Exploration
Commitment
43
Denial
There isnt a problem! What a dumb idea! Weve tried it before and it didnt work.
Resistance
Exploration
I want to know more about it. Lets try it!
Commitment
Lets do it together! I will do this the best way I can.
44
Chat, rumors and gossip people tell each others Things you hear Losses are what people feel they have to let go
Things people can Lose following the change They can be perceived or real They are losses for the individual
45
Reactions to Change
Innovators make up 2.5% and are the first to embrace change. They are adventurous and proud of it. Early Adopters make up 13.5% and like to take on new challenges. They are trend setters who like to stay informed and are generally influential members of organisations. Early Majority 34% of all individuals , are thoughtful about change initially and become positive based on observation. They become deliberate acceptors of the change. Late Majority 34% of population who are sceptical about change. They may change due to peer pressure. Laggers includes the 16% of all individuals who hold onto the past and resist change. This becomes a problem if they reject the change completely. These are the CAVE dwellers Colleagues Against Virtually Everything!
46
Change Acceptance
100 90 80 70 60 50 40 30 20 10 0 2.5%
Innova tors
100% 84%
% of People
47
5 0%
1 6%
La gge rs
Time
48
Team Guide, p. 8:
Place each of the transition navigator cards in the Transition model to indicate where you think this best practice is most effective. Identify specific actions for how to support each border crossing from one stage of the Transition Model into the next
Learning Objectives:
Navigating people through transition Identify best practices and actions to support people to come from 1 to another stage in transition
Time: 20 minutes
49
Denial to Resistance
Communicate honestly and openly to build trust; dont make promises you cant keep. Share information so people know what is expected of them; be visible and respond to questions.
Resistance to Exploration
Listen actively, build support, and address concerns in the moment. Recognize and acknowledge that resistance is normal and may be coming from a fear of failure or a feeling of personal loss.
Exploration to Commitment
Plan for success; set short-term SMART goals. Encourage people to improve their skills and build (or rebuild) teams.
50
What are additional actions? Discuss in your team some more actions you can implement in order to lead people through transition. Take notes in your group.
Time: 10 minutes
51
Communication basics
Repeat the message Vary the medium Ensure two- way communication Consider timing Ensure consistency People trust behaviour over words
Understanding is more important than agreement Listening is twice as important as talking Tell them the truth - good news and bad People usually complain before they create
he certainty of misery is better than the misery of uncertainty. Dr. Alan Zimmerman
52
53
Time: 15 minutes
54
55
Learning objectives:
Explore the structure and benefits of the Debrief tool Capture the lessons learned from the workshop Provide feedback for improving the workshop
Time: 15 minutes
56
Wrap Up Discussion
57
AGENDA: DAY 2
Unit of measure
Recap from yesterday Change Agent Workshop Break Management Preparation Logistics Lunch Management Preparation: Content Closing Breakouts Merchandising Productivity Exercise Function-specific breakouts
20 min 180 min 10 min 30 min 30 min 30 min 10 min 60 min 90 min
* Footnote Source:
Source
Internal Document Not to be shared with customer
58
59
Monday
Tuesday
Wednesday
Thursday
Friday
Working Draft - Last Modified 1/30/2007 6:54:40 AM
Train the trainer program for SCMs, MUVP, etc. Location: Jackson Sales Center Time: 8:30am-4:30pm Facilitators: CE team
AM/ADM/BDM/KADM Training Location: Location A Time: 8am-3pm Facilitators: SOVP, MUVP, SCM
Management training (DSM, MS, DS, SM, DM, MM, etc.) Location: Regency Hotel Time: 8am-5pm
Management training (DSM, MS, DS, SM, DM, MM, etc.) Location: Location A Time: 8am-5pm
Merchandiser/Driver Training Location: Facilities Time: (choice) Merchandiser/Driver Training Facilitators: SCM, MM, MS Location: Facilities Time: (choice) Facilitators: SCM, MM, MS
AM/ADM/BDM/KADM Training Location: Location A Time: 8am-5pm Facilitators: SOVP, MUVP, SCM
Merchandiser/Driver Training Location: Facilities Time: (choice) Facilitators: SCM, DM, DS
ADM, BDM, KADM Training Location: Jackson Hilton Time: 8am-5pm Facilitators: BUVPOP, MUOPSM, SM
ADM, BDM, KADM Training Location: Location A Time: 8am-5pm Facilitators: BUVPOP, MUOPSM, SM
* Footnote Source:
Source
Internal Document Not to be shared with customer
60
SAMPLE INVITATION
Unit of measure
* Footnote Source:
Source
Internal Document Not to be shared with customer
61
Each driver and merchandiser will go through two 1.5 hour sessions (3 hrs total) over the
course of 2 days, OR one 3 hour session on 1 day If you choose to break the materials into two days, each day will include 2 identical sessions, 1 in the morning and 1 in the afternoon You will need to ensure that each merchandiser attends training and record their participation: one 3 hr session or 2 sessions You will need to ensure that each driver attends training and record their participation: one 3 hr session or 2 sessions Critical Logistics for each session Materials to secure: Facilitator Guide Customer Excellence EngageMaps and supplemental materials Customer Excellence DVD video and Presentation slides Evaluation / feedback forms Skill-Building Participant Roster Reorder Instructions (materials)
* Footnote Source: Source
Internal Document Not to be shared with customer
Working Draft - Last Modified 1/30/2007 6:54:40 AM Printed 1/16/2007 11:23:06 AM
Room setup: Setup large round tables or side-by-side rectangular tables to create tables of 8 (see following pages for examples) Arrange for adequate food / drink (e.g. coffee and donuts for morning sessions, snacks and soft drinks for afternoons) Ensure / acquire necessary equipment (laptop, projector, screen, speakers)
62
* Footnote Source:
Source
Internal Document Not to be shared with customer
63
X X X X
X X X X X X
X X X X X
X
Working Draft - Last Modified 1/30/2007 6:54:40 AM
X X X X
X Computer Projector
Screen
X X X X X X
64
X X X X
* Footnote Source:
X X X X
Source
X X X X
X X X X X X
X X X X
X X X X Computer Projector X X
X
Working Draft - Last Modified 1/30/2007 6:54:40 AM
X X X X
Screen
X X X X
* Footnote Source: Source
X X X X X X
X X X
65
X X X X Computer Projector X X X X
* Footnote Source: Source
X
Working Draft - Last Modified 1/30/2007 6:54:40 AM
X X X
Screen
X X X X
66
Introduction: video and case for change Activity 1: Operating income Activity 2: Improvement opportunities Activity 3: Executing with excellence (Break for 10 minutes or Break until Day Two) Activity 4: Playing to win Activity 5: Tools for the trade Activity 6: Our winning destination Activity 7: Role Play Wrap-up and call for action
* Footnote Source:
Source
Internal Document Not to be shared with customer
67
* Footnote Source:
Source
Internal Document Not to be shared with customer
68
AGENDA: DAY 2
Unit of measure
Recap from yesterday Change Agent Workshop Break Management Preparation Logistics Lunch Management Preparation: Content Closing Breakouts Merchandising Productivity Exercise Function-specific breakouts
20 min 180 min 10 min 30 min 30 min 30 min 10 min 60 min 90 min
* Footnote Source:
Source
Internal Document Not to be shared with customer
69
* Footnote Source:
Source
Internal Document Not to be shared with customer
70
30 min
Working Draft - Last Modified 1/30/2007 6:54:40 AM
30 min
10 min
10 min
71
* Footnote Source:
Source
Internal Document Not to be shared with customer
72
AGENDA: DAY 2
Unit of measure
Recap from yesterday Change Agent Workshop Break Management Preparation Logistics Lunch Management Preparation: Content Closing Breakouts Merchandising Productivity Exercise Function-specific breakouts
20 min 180 min 10 min 30 min 30 min 30 min 10 min 60 min 90 min
* Footnote Source:
Source
Internal Document Not to be shared with customer
73
* Footnote Source:
Source
Internal Document Not to be shared with customer
74
EXERCISE DEBRIEF
Unit of measure
* Footnote Source:
Source
Internal Document Not to be shared with customer
75
Compliance
Discovery
Anger
Denial
* Footnote Source: Source
Internal Document Not to be shared with customer
76
AGENDA: DAY 2
Unit of measure
Recap from yesterday Change Agent Workshop Break Management Preparation Logistics Lunch Management Preparation: Content Merchandising Productivity Exercise Function-specific breakouts Closing
8:00 8:20 8:20 10:50 10:50 11:00 11:00 11:30 11:30 12:00 12:00 1:20 1:20 2:20 2:20 3:50 3:50 4:00
* Footnote Source:
Source
Internal Document Not to be shared with customer
77