Discover Business Strategies, Technology Solutions and Better
Practices to Solve Your Contact Center, Help Desk and Service Portal Challenges.
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CSSPC 2008
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Conference
Program -
Three Days of
Education, Inspiration, Networking and Fun |
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|
7:30 - 8:30 |
REGISTRATION
(Complimentary Coffee and Tea) |
8:30 - 9:00 |
Event Kick-Off
U. S. Color Guard,
Daryl
Covey, conference Chair (NEXRAD) and
High Tech High Touch Solutions' President, Ivy Meadors |
9:00 - 9:50 |
FEATURED KEYNOTE:
Speak Your Truth: The Key Action Steps For Soaring To Outrageous Results
Colette Carlson, Speak Your Truth
Each of us has aspirations: goals we want to achieve, wishes we want to
actualize, dreams we want to accomplish. But somehow there’s an inexplicable
divide between what we have and what we want. Closing the gap demands we solve
the mystery and put a plan in place today that will last a lifetime.
In this startling, yet motivational program, Colette unveils her step-by-step
process for facing your fears, embracing your circumstances, and confronting
what you can do and what you must do to live an authentic life that brings you
the respect and success you deserve. It is not enough to simply decide to think
positively – you must go after it with a three-pronged approach: think it, speak
it, live it.
As a result of this program you will be able to:
-
Manage
expectations for greater results
-
Identify and
project a mindset of success
-
Use clear and
direct language to get immediate results
-
Understand and
embrace the power of asking
-
Create a climate
for assertive action
Meet
the Speaker:
Colette Carlson, M.A.
is a nationally acclaimed motivational speaker recognized for her
ability to inspire both men and women alike to unmask their genuine
potential and achieve unlimited success through the alignment of their
thoughts, words and actions.
Colette brings every
lesson, module, technique and 20-years of real-life experience,
including a Masters in Human Behavior, to her role as founder of Colette
Carlson Communications. Colette’s relevant content and charismatic
delivery keep her in front of Fortune 100 clients including PepsiCo,
Boeing, Merck Inc. & Co., Chevron-Texaco and Exxon Mobil. She is the
author of the soon-to-be-released book, Speak Your Truth: How to Align
your Thoughts, Words and Actions into Amazing Results! and a
contributing author in the book, Conversations on Success.
Her monthly column,
“Tactfully Speaking” is featured in the National Institute of Business
Publications, in addition to her professional advice column, “Ask
Colette.” Colette was recently featured on The Success Training
Network’s “Made for Success” series, and has often been interviewed on
numerous national radio shows for her expertise. She is also featured in
the just-released motivational movie, “Pass It ON!,” and will appear in
an upcoming issue of Personal Development Magazine. |
10:00 - 11:00
Lessons on Leadership
Michael
Callahan, Microsoft |
Ten Greatest Leaders in History and The Decisions They Made
That Changed Everything
The history of nearly every great leader
can be traced to a single momentous decision – often made against the
advice of experts and popular sentiment – that changed the course of
history. Take an intimate look back at ten great leaders in history and
the decisions they made that changed everything, and what we can learn
from those decisions and the courage it took to make them.
Key benefits
of attending:
-
Learn how to make
the ‘”right” decision in challenging times, even when it’s not
popular
-
Identify your
core weaknesses and how to strengthen them to become a great leader
-
Understand how
personal charisma and communication skills play critical roles in
leading through a crisis
-
Learn how to
motivate your team to become the next generation of great leaders
Take-Away:
Each participant will walk
away with the ten most valuable lessons to be learned from history’s great
leaders.
Meet
the Speaker:
Michael Callahan is
the lead supportability program manager for Windows Live Mail
technologies, advocating for nearly 400 million customers around the
world. A published playwright, author and speaker, Michael has won
numerous awards for customer focus, services innovation and
collaboration. |
10:00 - 11:00
High
Touch Solutions
Bill Price, Driva Solutions |
The Best Service is No Service
Today every
organization needs to balance cost controls and customer satisfaction, a
very tough assignment. Drawing upon his experience at MCI and Amazon,
and with clients in the government, academic, and for profit sectors,
Bill Price and his co-author David Jaffe have written The Best Service
is No Service, addressing this balance by taking a fresh new approach to
challenge the reasons why customers/students/citizens need to contact
the organization, and then to find better solutions including
eliminating “dumb contacts” entirely.
Key benefits of attending--You'll learn:
-
How to challenge demand for service
-
How to eliminate dumb contacts, create
engaging self-service, and be proactive
-
How to listen to customers’ requests
and act upon them across the organization
-
How to develop “awesome customer
experiences” when they do contact your organization
-
How to score your organization’s
situation to see how close to “Best Service” it is today
Take-Away:
Printed copy of the 20 questions at the end
of the book’s chapters to score current “Best Service” or not.
Copies of the book to purchase afterwards; "I will sign them, of
course!"
Meet
the Speaker:
Bill Price founded Driva Solutions, LLC in September 2001
after serving as Amazon’s first Global VP of Customer
Service. He also co-founded the 10-country LimeBridge Global
Alliance to help build their clients’ customer service
strategies and improve operational performance and chairs
the 34-company Global Operations Council that he formed in
early 2002 to share “best practices and worst experiences”.
Bill started his career with McKinsey in its San Francisco
and Stockholm offices, working on what turned into In Search
of Excellence; was then COO at early IVR service bureau ACP,
which MCI acquired; built MCI Call Center Services’
automation, consulting, and agent outsourcing divisions; and
was named one of the first Call Center Pioneers in 1997.
Bill is a frequent keynote speaker, graduate school CRM
instructor, and advisory board member. His 1st book The Best
Service is No Service will be published in March 2008 by
Wiley & Sons. He graduated from Dartmouth College and the
Stanford Graduate School of Business, and lives in Bellevue,
Washington. |
10:00 - 11:00
Technological Solutions
Mary Jo Snavely, Responsible Purchasing Network |
How to Gain Economic
Advantage by Going Green
Greening your
office means savings. Many government offices are making a shift toward
environmentally and socially responsible policies and procedures for
financial and regulatory reasons. Switching to greener operation and
equipment will save you money, paper, and energy, while reducing
hazardous impacts on the environment.
Key benefits of attending--You'll learn how to:
-
Learn proven best practices for going
green
-
Identify preferable products and areas
for significant cost savings
-
Review sample policies and purchasing
contract language
-
Gather resources to make the switch
easy
-
Reduce social and environmental impacts
of your office
Take-away:
Quick Guide to Greening Your Office
(courtesy of New American Dream)
Meet
the Speaker:
Mary Jo joined New Dream in 2006 as the Responsible
Purchasing Fellow and helped launch the Responsible
Purchasing Network (RPN), publish green product reports and
grow the network to over one hundred members. She continues
her research and outreach for green products and responsible
business strategies as the RPN and Marketplace Associate at
the Center for a New American Dream.
In
the past, Mary Jo’s passions for environmental stewardship
and business management led her to teach a course on
industrial ecology, develop a county waste management
proposal and organize the 2006 UC/CSU/CCC Sustainability
conference at the University of California, Santa Barbara,
where she earned her BA in Environmental Studies. |
10:00 - 11:00
Workshop:
Tools and Processes
Lou
Hunnebeck, Third Sky |
Service Management - Learning
How to Leverage the Business Benefits of IT (ITIL V.3)
IT departments
are under more and more pressure to demonstrate the business value they
deliver to the organization. As the public sector is working to adopt
successful methods from the private sector, the IT Infrastructure
Library® (ITIL®) has arisen as the most recognized and respected source
of good practice around IT Service Management.
Delivered by a
member of the ITIL v3 QA team and the v3 Examination Panel, this session
will focus on how to leverage the ideas expressed in the new Version 3
of ITIL® to maximize value creation by IT and show the organization that
IT is a full partner in the success of the business.
Key benefits of attending:
-
Learn what ITIL v3 brings to the table
in the area of value creation.
-
Learn the key value creation concepts
of ITIL version 3.
-
Understand the importance of leveraging
concepts such as the Service Portfolio, Service Catalog and Service
Valuation to align the work of IT with the mission of the
organization.
-
Learn how to use the principles of
Continual Service Improvement to communicate the value of IT to the
business.
-
Learn how to use the principles of
Continual Service Improvement to increase the value of IT over time.
Take-away:
Participants will leave with white paper on
value creation.
Meet
the Speaker:
An IT Service
Manager and ITIL v3 Expert with over 20 years of experience in service
industries, Ms. Hunnebeck is currently Third Sky Inc.’s VP of ITSM
Strategy. Ms. Hunnebeck’s passion for improving how we do what we do has
led her to IT Service Management from a background of process
consulting, training and Help Desk/Service Management systems
consulting. Ms. Hunnebeck has led global teams in best practice and
methodology design, served on the public quality assurance team for ITIL
version 3 and is currently a member of the ITIL version 3 Examination
Panel for the Lifecycle stream. |
11:15 - 11:45 |
2008
Government Customer Support Excellence Awards Ceremony |
11:45 -1:30 |
NETWORKING LUNCHEON AND VISIT EVENT PARTNERS |
1:30 - 2:45
Lessons on Leadership
Tanya Lowe,
Department of Labor |
Women in Leadership:
Technique and Strategy Toolbox
Successful women in
leadership roles consistently apply Professionalism, Attitude, Respect,
and Knowledge to every situation, which soon becomes as easy as a walk
in the “PARK”. Come and take a walk in the PARK with us! Women in
successful leadership roles seem to all demonstrate some of the same
core traits. Leaders require powerful vision, strong conviction, and
dedication to the leadership role. Success is also dependent on the
ability to empower your team to support and re-sell your message.
As new leadership roles are
pursued you must maintain consistency by utilizing and demonstrating
specific core traits, while building on lessons learned from prior
experiences. Learn about the core traits, how to gain advantage and
control over every situation, how to service your customer to their
level of satisfaction, how to receive stakeholder support, and how to
keep customers motivated and excited.
Join this dynamic speaker
to learn how to be a truly remarkable leader of influence.
-
Learn
about Women in Leadership Best Practices
-
Embrace
your strengths and weaknesses and use them to your advantage
-
Learn
about your customer; who they are and how to keep them satisfied
-
Gain
knowledge on how to receive support from stakeholders, while
promoting and implementing change
-
Find
out new ways to motivate and encourage staff to achieve goals and
objectives
Take-away:
Handout listing references and links to:
-
Proven leadership
techniques
-
Contact center
customer service solutions
-
Contact center
industry leaders
-
Contact center best
practices
Meet
the Speaker:
Tanya’s first
exposure to leadership and customer support in business was working in
her family owned and operated Engineering and Architectural firm, Hill,
Jenkins Gaudy. Tanya has since established a 10 year public sector work
history as an Operational Projects Specialist at the Mayor’s Office of
Employment Development, Manager of the Maryland Workforce Exchange at
the Maryland State Department of Labor Licensing and Regulation, and now
the Manager of the Department of Labor National Contact Center.
All of these
experiences, though very different; are all measured by the success of
the ability to lead, promote change, and provide excellent customer
support, while achieving the targeted goals and objectives. Tanya has an
Associates Degree in Early Childhood Education, a Bachelor of Science
degree and a Masters Degree in Psychology. |
1:30 - 2:45
High
Touch Solutions
Matt June,
Defense Logistics Agency |
Case Study: How to Build an
Agent Retention Strategy
Agent
retention isn’t just about making them “feel good” about their job.
Attend this session to hear a government case study that builds a
supportive environment for agents and drives customer satisfaction.
Statistics indicate that satisfied employees deliver higher levels of
customer satisfaction. The hiring and staff management process is
another key way to drive successful contact center operations.
Contact
centers typically suffer from high attrition rates that are many times
attributed to a mismatch between the person’s aptitude and the nature of
the contact center representative job. By spending more time on
pre-screening, assessment, training and development, engagement and team
involvement, many back-end issues with quality and attrition may be
avoided.
The Defense
Logistic Information Service (DLIS) hosts a 120 seat Customer
Interaction Center for the Defense Logistics Agency. The agents support
a wide variety of topics including Central Contractor Registry,
logistics, supply & transportation, and Document Automation & Production
Service.
Learn how the
DLIS Customer Interaction Center operation stimulates its agents to be
in line with its mission while driving down costs and achieving stellar
customer satisfaction levels.
Key benefits of attending--You'll learn how to:
-
Case Study: DLA-DLIS Customer
Interaction Center operation in Battle Creek, MI
-
Learn new ways to actively engage
agents on all levels and build a culture of retention with long-term
payoffs.
-
Identify why your agents join, stay and
leave
-
Use key metrics that will help build
internal allies in your fight against turnover
-
Drive retention with goals and
accountabilities for all leaders, including first-line supervisors
-
Calculate the business and financial
costs of losing talented agents and quantify the value of keeping
them
-
Assess the strengths and weaknesses of
your organization's current retention strategies
-
Develop retention strategies that go
beyond pay, benefits and recognition programs to create a culture of
competency and commitment
-
Build concrete plans that can be
immediately implemented in your organization
Take-away:
Agent retention strategy outline
Meet
the Speaker:
Matthew June is the Senior Manager for
Business Services for Peckham, Inc. and has over 25 years of project and
program management experience. He is responsible for Customer
Interaction Center design, implementation and operations. His education
includes Bachelor’s and Master’s degrees in Computer Science. During his
twenty years of U.S. Air Force service, Matt’s duties included
implementing Information Technology (IT) help desk operations for an
organization with over 2,000 personnel, managing computer operations for
various organizations, and administration of IT outsourcing contracts
with values exceeding $80 million. Matt is a Microsoft Certified
Professional and a certified Project Management Professional.
Sponsored by NISH |
1:30 - 2:45
Technological Solutions
Daryl Covey,
NEXRAD |
Today's Winning Practices
and Tomorrow's Directions in Government Support
This session
will review creative practices in serving customers from all support
types at all levels of Government, gleaned from recent nominations for
the Government Customer Support Excellence Awards. Join us to hear more
about Government's newest directions in supporting customers, and bring
your own experiences and ideas to share!
Key benefits of attending--You'll learn how to:
-
The most effective ways in which
Federal, state, and local agencies are supporting their customers
across contact channels today
-
Creative approaches to ensuring a high
performance staff in a knowledge-centered culture of service
-
A global framework for supporting
Government's customers in today's evolving public sector paradigm
Take-away:
-
Latest white paper on "Winning Practices in Government
Customer Support"
-
The
Cgov Model for excellence in public sector customer
support
-
Citations from key published and web resources on
customer support
Meet
the Speaker:
Daryl Covey
manages the NEXRAD Hotline, which supports a global network
of advanced Doppler weather radars for the U. S. Departments
of Commerce, Defense, and Transportation. During his tenure
the Hotline staff has been recognized with a variety of
awards for excellence in customer support.
Daryl
facilitates the Cgov community of practice, edits the
monthly Cgov eNews, serves periodically as an invited
advisor to government agencies on customer support, and has
been interviewed for articles on public sector customer
support. He recently served as co-chair and primary
facilitator for the federal Citizen Service Level
Interagency Committee. |
1:30 - 2:45
Business
Strategies
Michelle
Borboa,
Contact Center Resources |
Workshop:
Workforce Management for
Non-Workforce Managers - Part 1
Remember back
in college when you would take a course outside your area of study in
order to fulfill a basic requirement? Maybe it was Botany for
Non-Science Majors or the infamous “Rocks for Jocks”. These classes were
designed to de-mystify complex subject matter for students who never
intended to pursue careers in those fields. Similarly, this workshop is
designed to clarify the role and function of Workforce Management in
simple terms for people who do not work in the WFM department, but who
recognize that an understanding of this important function will improve
their effectiveness as a Call Center or Help Desk professional.
Is there
something you’ve always wondered about forecasting or scheduling? Are
you curious about why your WFM department does what they do? Even if you
are a Workforce Management professional, this session may give you ideas
on how to communicate with your colleagues back at your center, or even
anticipate their questions.
Key benefits of attending--You'll learn how to:
-
Fill in any gaps in your Workforce
Management knowledge, and increase your confidence in your
WFM-related decision-making
-
Understand the critical
inter-departmental linkages between Workforce Management, Human
Resources, Training, Finance, Telecom/IT, and front-line Operations
-
Improve the interactions with your
Workforce Management department
-
Feel more comfortable reading ACD
reports, and understand what those ACD statistics are telling you
-
Learn some of the latest trends in
Workforce Management technology and business processes, and how you
can apply them in your center
Take-away:
A Workforce Management Resource Sheet – A
one pager listing various books, newsletters, web sites and professional
associations dedicated to improving Workforce Management knowledge and
effectiveness.
Meet
the Speaker:
During her 25 years
in contact centers, Michele Borboa’s work has repeatedly cycled through
the Workforce Management function. She started as an Agent at AT&T,
moving through a variety of other roles, including her first WFM
assignment. Her role as VP of Workforce Management came after an eight
year period of consulting, to which she has recently returned. She now
runs Contact Center Resources (www.contactcenter-resources.com),
a consulting and training firm that specializes in Workforce Management
effectiveness. Michele is an Advisory Board member for the Society of
Workforce Planning Professionals, and a frequent presenter at SWPP
conferences. She is a Certified Workforce Planning Professional and
holds a BBA from the University of Michigan. |
2:45 - 3:00 |
BREAK |
3:00 - 4:00
Lessons on Leadership
Ivy
Meadors,
High Tech High Touch Solutions |
How to Apply
Non-Traditional Leadership Techniques
In today's business environment, leadership
requires skills and character traits beyond the ability to get people to
follow. Leaders are put in positions to influence and touch the lives of
others.
Develop your leadership skills further by
exploring non-traditional techniques in this potpourri of behavioral
leadership practices. Learn how to apply the "Law of Attraction" and
Neuro-linguistic Programming (NLP) to deliver advanced leadership
influences. Understand the behaviors of different generations to improve
communication motivation and more. Become a leader of change using vital
leadership techniques to respond to today’s changing realities.
Advanced Leadership requires taking
personal responsibility to develop yourself, grow, and have a solid
sense of self-determination. Leaders must be involved in guiding others
when creating functional, healthy systems and processes and must know in
themselves, what they are trying to teach their people. The study of
behavioral psychology and the confidence to apply it well will launch
your skills to a new level.
Join industry expert, Ivy Meadors to
discuss non-traditional and essential leadership skills in this
interactive session loaded with ideas, techniques and solutions.
Join this dynamic speaker
to learn how to be a truly remarkable leader of influence.
-
Review the use of "modeling" in
Neuro-linguistic Programming to lead and influence change
-
Learn how to develop rapport using
matching and mirroring to achieve better communication and
responsiveness
-
Examine the intricacies of gaining full
commitment and its influence in the spreading of ideas
-
Review techniques to succeed in
leadership by gaining respect and trust
-
Learn how to use the "law of
attraction" to attract great followers
-
Gain skills in applying knowledge of
the different generational styles to improve team communications
-
Understand the psychology of
transformational leadership
Meet
the Speaker:
Meet the Speaker: Ivy
Meadors, founder and CEO of High Tech High Touch Solutions, a conference
and events producer and a consulting firm specializing in help desks and
call centers. Ivy has over 30 years of experience in the customer
service and support industry, is a seasoned consultant and a world
renowned professional speaker who has traveled the globe to deliver her
content rich in-demand presentations.
She is the owner and
producer of the Signature Customer Service and Support Conference and
Expo and the Government Customer Support Conference and Expo. Ivy is the
sole woman owner of conferences & events in this industry. She is
considered one of this industry’s most respected leaders and received
the honor of being one of the Top 10 Legends in the Help Desk Industry
and was awarded for being one of the “Top 25 Most Influential
Professionals in the Service and Support Industry” by Service News. She
publishes the online newsletter, eSharings read by thousands around the
world, and has also been published in the top industry magazines and
newsletters. You can sign up for the content-rich newsletter at
www.hthts.com. |
3:00 - 4:00
High
Touch Solutions
Shana
Webster-Trotman,
US Patent and Trademark Office
Dora Best,
US Patent and Trademark Office |
Case Study: The Benefits of
a Successful Tele-work Program
Would tele-work
be successful in your environment? Have you wondered how to
incorporate tele-work into your call center? Can tele-work
motivate and retain your call center employees? Can
tele-work improve your service level?
In this case study you will
learn how tele-work transformed the Trademark Assistance Center (TAC)
into a virtual state of the art call center. This session will provide
valuable anecdotal information on the benefits and challenges of
implementing a tele-work program within a dynamic real-time environment.
The TAC work-at-home program is regarded as a model for federal
government’s call centers.
Key benefits of attending--You'll learn how to:
-
Learn five proven benefits of
incorporating a tele-work program in your government contact center
-
Understand implementation processes and
lessons learned
-
Gain techniques and tools for managing
tele-work employees
-
Establish program evaluation criteria
-
Identify steps for developing a pilot
program within your environment
Take-away:
Copy of the Trademark Assistance Center's
call center tele-work guidelines
Meet
the Speaker:
Dora Best is the manager of the Trademark Assistance
Center (TAC) at the United States Patent and Trademark
Office. As one of the organization’s pioneers in call center
management, Dora is frequently called upon to provide
consultant services to other USPTO call centers and has over
11 years of experience in the call center industry. One of
her most recent accomplishments is the establishment of the
TAC work at home program. This program is modeled by other
government call centers and serves as a prototype of the
many benefits of establishing a virtual call center.
Shana
Webster-Trotman is the management and program analyst
for the Deputy Commissioner for Trademarks at the United
States Patent and Trademark Office. Shana serves as a key
organizational advisor to the Commissioner for Trademarks,
senior executives, and call center mangers on call center
metrics, workforce management, and emerging industry trends.
Ms. Webster-Trotman is responsible for conducting root cause
analysis of customer data, making recommendations, and
implementing new program and technology initiatives. |
3:00 - 4:00
Technological Solutions
Kim Nelson,
Microsoft (Previously EPA) |
Shared
Service Governance: Oxymoron or Reality?
Shared Services are
increasingly popular in today’s government organizations as leaders try
to reduce duplication and focus on citizen needs. Even the best of ideas
will falter if appropriate attention is not paid to the underlying
governance structure. Unlike projects managed in traditional command and
control environment, the governance structure of a shared service must
ensure the many contributing partners are aligned properly and decisions
are made in a fair and reasonable manner for all organizations involved.
Based on practical experiences from around the world, we will discuss
how to establish a viable shared service program that contains key
elements such as: leadership vision and commitment; development of the
appropriate governance structures; and a technology infrastructure to
support a shared environment. Come discuss how you can make a shared
service a reality in your organization and minimize the angst and risk
associated with these novel initiatives.
-
Learn
why so many government leaders see shared services as
the panacea for their budget woes and citizen services
-
Understand the issues that most often derail successful
shared service opportunities
-
Anticipate what objections partners may bring to the
table and expect to have addressed as part of the
project management
-
Improve your understanding of the characteristics of a
successful effort so you can apply those lessons to your
projects
Take-away:
Attendees will be provided
with links to relevant reports
Meet
the Speaker:
Kimberly
Nelson is the Executive Director for eGovernment and Health
and Human Services for Microsoft Corporation. She spent 26
years in state and federal government agencies in a variety
of executive positions. In 2001, with 22 years experience in
Pennsylvania state government, President Bush appointed her
to the position of Assistant Administrator for the Office of
Environmental Information in the US Environmental Protection
Agency where she had responsibility for managing a number of
shared services including the federal government’s
eRulemaking Initiative. She was named Government Computer
News’ Civilian Executive of the Year and Federal Computer
Week’s Fed 100 List. |
3:00 - 4:00
Business
Strategies
Michelle
Borboa,
Contact Center Resources |
Workshop:
Workforce Management for
Non-Workforce Managers - Part 2
Remember back
in college when you would take a course outside your area of study in
order to fulfill a basic requirement? Maybe it was Botany for
Non-Science Majors or the infamous “Rocks for Jocks”. These classes were
designed to de-mystify complex subject matter for students who never
intended to pursue careers in those fields. Similarly, this workshop is
designed to clarify the role and function of Workforce Management in
simple terms for people who do not work in the WFM department, but who
recognize that an understanding of this important function will improve
their effectiveness as a Call Center or Help Desk professional.
Is there
something you’ve always wondered about forecasting or scheduling? Are
you curious about why your WFM department does what they do? Even if you
are a Workforce Management professional, this session may give you ideas
on how to communicate with your colleagues back at your center, or even
anticipate their questions.
Key benefits of attending--You'll learn how to:
-
Fill in any gaps in your Workforce
Management knowledge, and increase your confidence in your
WFM-related decision-making
-
Understand the critical
inter-departmental linkages between Workforce Management, Human
Resources, Training, Finance, Telecom/IT, and front-line Operations
-
Improve the interactions with your
Workforce Management department
-
Feel more comfortable reading ACD
reports, and understand what those ACD statistics are telling you
-
Learn some of the latest trends in
Workforce Management technology and business processes, and how you
can apply them in your center
Take-away:
A Workforce Management Resource Sheet – A
one pager listing various books, newsletters, web sites and professional
associations dedicated to improving Workforce Management knowledge and
effectiveness.
Meet
the Speaker:
During her 25 years
in contact centers, Michele Borboa’s work has repeatedly cycled through
the Workforce Management function. She started as an Agent at AT&T,
moving through a variety of other roles, including her first WFM
assignment. Her role as VP of Workforce Management came after an eight
year period of consulting, to which she has recently returned. She now
runs Contact Center Resources (www.contactcenter-resources.com),
a consulting and training firm that specializes in Workforce Management
effectiveness. Michele is an Advisory Board member for the Society of
Workforce Planning Professionals, and a frequent presenter at SWPP
conferences. She is a Certified Workforce Planning Professional and
holds a BBA from the University of Michigan. |
4:00 - 4:15 |
REFRESHMENT BREAK |
4:15 - 5:15
Lessons on Leadership
Kate Nasser,
CAS, Inc. |
Cultivating Greatness: Proactive
Vaccines to Prevent 8 Toxic Customer Service Habits
Join
people-skills guru Kate Nasser as she describes how to cultivate
greatness in your service teams by vaccinating them against these 8
toxic habits that can truly sink the customer’s service experience. With
humor, clarity, and practical advice, Kate will highlight the risk of
each and how to prevent/fix them.
Key benefits of attending--You'll learn how to:
-
Metric-itis
-
Robot-itis
-
Knowitall-itis
-
Expert-itis
-
Intention-itis
-
Why-itis
-
Control-itis
-
Anxiety Attacks
Take-away:
Inspirational reminder card to stay service
focused!
Meet
the Speaker:
Kate is wise, funny,
down-to-earth, and just wild and different enough to inspire growth and
improvement in individuals and teams. Her varied background as a business owner,
certified teacher, technology professional and organizational psychologist,
makes her credible to many.
Before founding CAS, Inc.
Kate Nasser worked for American Home Products and Johnson & Johnson in Computer
Systems Development and Client Services/Training. She has a B.S. Mathematics,
M.A. in Organizational Psychology and is a member of the American Consultants
League and the American Society of Training & Development. Kate’s customers
include IBM, Time Inc., Pfizer Inc, Discover Card, The Gap, GTE, The National
Institutes of Health, NIST, and US Veterans Administration, to name just a few.
Please see endorsement page on her web site for additional customer information.
|
4:15 - 5:15
High
Touch Solutions
Brenda
Iniguez, FrontRange |
What Does a Communication & Awareness Plan Look Like
Implementing a
large initiative? Then developing an effective communications or
awareness plan is the key to your success. This session will look at the
two different plans, and help you explore which or both are needed for
your large initiatives. It will address scope and content. The session
will also provide actual sample details for building a communication
and/or awareness plan taking into account your organization’s style,
culture, demographics and tools. The session also underscores how an
effective formal communication plan can make or break the success of any
initiative, which ultimately translates to bottom-line results delivery.
Key benefits of attending--You'll learn how to:
-
What a large initiative communication
plan is, along with it’s purpose and scope
-
What an awareness plan is, along with
it’s purpose and scope
-
Sample templates for both a
communication and awareness plan
-
How to get started building robust
communication and awareness plans that match your organization
culture and style
Meet
the Speaker:
Brenda
Iniguez is a seasoned IT Support Professional, with over 25
years proven experience in Fortune 100 companies, designing,
building, consolidating, and managing their Enterprise
Support Centers. In addition, she is ITIL Service Manager
certified, ITIL V3 certified, and is well versed in the
Service Management disciplines of Incident, Problem, Change,
Availability, Service Catalog/Service Level Management, and
all aspects of Service Desk Management.
She is an
active speaker at national Support Conferences and frequent
speaker at association meetings, and has been quoted in
leading industry trade journals (Computerworld, Technology
World, Help Desk-Online, and IT Support News); she was
selected by IT Support News as one of the Service 25
recipients for the leading 25 Support Professionals.
|
4:15 - 5:15
Technological Solutions
Karen Trebon,
GSA |
Web 2.0 (Webchat, Blogs) -
The Latest Version of Government
Web 2.0,
Webchat, Blogs. At first, these may seem like “techie”
topics, but they actually are ways the government is
interacting with the residents of our great country. Did you
know you can chat online with the federal government, as
well as post your comments on government blogs?
This session will give you definitions, as well as
examples of how Web 2.0 is in use in the government today.
-
Understand the definitions of terms like Web 2.0, Webchat, Blogs
-
Hear how research has been applied in the implementation of
these services
-
Learn about Web 2.0 successes in the government and find how
that success is being measured
Take-away:
List of resources
Meet
the Speaker:
Karen has been with GSA’s Office of Citizen Services and
Communications for six years. She was one of the
facilitators of CSLIC, the Citizen Service Levels
Interagency Committee, an interagency group that drafted
best practices for government call/contact centers. Karen
helps market USA.gov, 1(800) FED INFO, and has also served
on the Consumer Information Catalog staff. |
4:15 - 5:15
Business
Strategies
Peggy Gritt,
VoIP
Institute |
Unbiased Technology Review
CMS, CRM, and KM
Would you like
to make sense of the alphabet soup of systems and software and options
for technology in the contact center, customer support and help desk
environment? Would you like to get more value out of your investment in
customer support software? Would your customer experience improve with
better access to information and resources? Having just planned an 800
agent government customer service application, Peggy Gritt offers a
highly informative, non-biased session on the options for customer
support tracking:
-
Customer Relationship Management – software that assists you
with managing the ongoing relationship with a customer and tracking
issues that could arise typically across support and enterprise
users.
-
Case
Management System – software that assists you with tracking
customer cases and problem resolution
-
Customer Response Management – software that assists with
managing and tracking customer responses from a variety of media
-
E-mail
Response Management – software that assists with managing e-mail
response
-
Knowledge Management – software that assists with managing the
knowledge available in a support center and access to that knowledge
from a variety of sources.
-
Workflow – software that assists with managing items of work
that need to flow from process to process or from person to person
in an organization.
For each of the technologies, Peggy will review the following in an
unbiased format:
-
What it is and
how to use it to benefit your organization
-
Who are the
vendors that offer it
-
When do you need
it
-
How will it
impact your customer
-
How do you budget
for it
-
What is the
return on investment
Some vendors offer a mixture of the above solutions and some specialize
and focus in a given area. There are differences in high-scale customer
support applications, ongoing customer relationships, and quick
question/answer response support. By attending this session you could
save yourself an immense amount of time interviewing the wrong vendors
based on your profile. Peggy can help you to put the options into
perspective without hearing a sales pitch as she is an independent
consultant and assists many centers with customer experience best
practices and technology selection.
Benefit of attending:
-
Determine
appropriate technology for your type of support environment
-
Learn about
vendors and their strengths that match best with your needs
-
Save time on
vendor interviews in your selection process
-
Build better
requirements for your process improvement
-
Have fun while
learning from each other – sharing ideas encouraged!
Take-away:
Whitepaper: Customer Experience Factors In
Government Support
Meet
the Speaker:
Peggy Gritt
brings her clients more than eighteen years of experience with the
converged voice/data systems and contact center technology planning. As
much at ease with planning and strategy issues as she is with the
low-level technical details regarding topics such as multi-channel
contact center, speech recognition and voice over IP technologies, her
presentations are appreciated by managers, executives, and technology
groups alike. Her teaching and speaking engagements have taken her to
over 20 countries in
her career.
The products she
helped launch are now installed in hundreds of thousands of contact
center and PBX seats and government agencies. She founded her own
consulting firm in early 2006 to assist organizations and contact
centers to improve their customer experience. Her clients range from
small workshops to large-scale multi-channel deployment planning.
|
Optional Monument Tour and
Networking Dinner or Enjoy Alexandria's Old Town |
|
TUESDAY, APRIL 29th, 2008
|
7:45 - 8:45 |
MASTERMIND SESSIONS & CONTINENTAL BREAKFAST
In-depth sessions are focused
small-group presentations that take a deeper look into
specific subject matter. Since these sessions have
limited capacity you are encouraged to get to your preferred
session table early.
|
9:00 - 9:50 |
FEATURED KEYNOTE:
Master the Skills of Mentoring Influencing Lives for Life by Building a
Foundation for the Journey
Ivy Meadors, High Tech High Touch Solutions
Mentoring and
coaching is a significant part of Ivy's life. In this session, you will
be moved to become a mentor when you hear very "real" stories of
changing lives for life. Having a personal mentor or coach is key to
building the foundation for your personal and professional roadmap. Ivy
would not have realized the personal and professional success she has
without the mentors in her life.
Learn
what it takes to be a successful mentor and how to find the best mentor
for your own development in this session. Being a mentor will change
your life and other's forever.
Meet
the Speaker:
Ivy Meadors, founder
and CEO of High Tech High Touch Solutions, a conference and events
producer and a consulting firm specializing in help desks and call
centers. Ivy has over 30 years of experience in the customer service and
support industry, is a seasoned consultant and a world renowned
professional speaker who has traveled the globe to deliver her content
rich in-demand presentations.
She is the owner and
producer of the Signature Customer Service and Support Conference and
Expo and the Government Customer Support Conference and Expo. Ivy is the
sole woman owner of conferences & events in this industry. She is
considered one of this industry’s most respected leaders and received
the honor of being one of the Top 10 Legends in the Help Desk Industry
and was awarded for being one of the “Top 25 Most Influential
Professionals in the Service and Support Industry” by Service News. She
publishes the online newsletter,
eSharings read by thousands around
the world, and has also been published in the top industry magazines and
newsletters. You can sign up for the content-rich newsletter at
www.hthts.com.
|
10:00 - 11:00
Lessons on Leadership
Jerry Keely,
Pinal County Government |
Case Study: The 411 on Starting a 311 Operation
Many governments are
tasked with setting up a 311 operation, what is it? What are the
different types? Pros and Cons of each type (beyond the hype).
We want a 3-1-1…where do we start?
A question most local governments have
asked, except that the definition of a 3-1-1 does not exist in a manner
that can be used for everyone. Many notable 3-1-1 operate around the
world, but offer very different services to their constituents. These
3-1-1s range from a central point of contact that transfers calls
departments to a full blown “answer center” that opens service tickets
for all municipalities within their region from township to county.
Identifying what is best for your area, and
how to get there takes research, planning, and vision. By using the
resources of other public sector agencies, Pinal County was able to
identify what we want OUR 3-1-1 to be and how to phase in the
technology, employees, and departments to meet our goal.
What we have learned, and how we planned
and are phasing in to a 3-1-1 will be very helpful to those that are
being tasked to take on this challenge and opportunity to effect a very
positive change in the customer service your government provides.
Join this dynamic speaker
to learn how to be a truly remarkable leader of influence.
-
Learn what a 311
really is, and what you can do with it.
-
Increase your
chances of success by showing what your 3-1-1 provides to each
department; your success is to everyone’s benefit.
-
Learn why starting
with a hosted contact center environment reduces capital investment,
and risk.
-
Building a solid
knowledgebase is a basic, yet key component to your success.
Take-away:
A
simple to use Knowledgebase application developed in MS Access to get
your center started with tools to help you grow your information with a
glossary included.
Meet
the Speaker:
With over 20 years of
experience in computer networking and software, I have spent the last 10
years using telecommunications and desktop solutions to support
processes and procedures that improve customer service. I was brought in
to Pinal County in mid 2006 to determine how to set up a new citizen
contact center and grow it into a 3-1-1. After months of research and
documentation, Pinal County’s Citizen Contact Center opened on June 26,
2007. |
10:00 - 11:00
High
Touch Solutions
Natalie Smith
National Runaway Switchboard
Jennifer DiNicola, National Runaway Switchboard
|
Case Study: How to Effectively Manage the Emotions of a
Caller
It can be a difficult
decision to call a hotline and speak with a stranger in one’s time of
crisis. Moreover, call center staff may feel ill-prepared to speak with
someone in crisis, afraid of saying the wrong thing or giving the wrong
advice. Through lecture, interaction, and an experiential activity, this
workshop will introduce call centers to the five-step solution-focused
crisis intervention model utilized by the National Runaway Switchboard
(1-800-RUNAWAY), with emphasis on remaining nondirective and
nonjudgmental and supporting callers. Participants will consider ways to
help manage call center staffs’ emotional responses to crisis calls.
Key benefits of attending--You'll learn how to:
-
Understand how the National Runaway
Switchboard assists youth and families at-risk nationwide
-
Learn the components of a comprehensive
model of crisis intervention for use during hotline calls
-
Learn the basics of responding to
challenging crisis situations, including life-or-death situations
-
Develop strategies that help manage
your call center staffs’ emotional responses to crisis calls
-
Practice responding empathically to
callers in crisis
Take-away:
Handout detailing the NRS 5-step
solution-focused, crisis intervention model.
Meet
the Speakers:
Natalie D. Smith joined the National Runaway
Switchboard (NRS) in 1998. She has an MA from the University
of Chicago, School of Social Service Administration.
Natalie’s experience as a professional trainer and presenter
has brought her to over 50 state, regional, and national
conferences since 2001. Natalie manages the NRS training and
education department, as well as the new comprehensive
runaway prevention curriculum, Let’s Talk: Runaway
Prevention Curriculum.
Jennifer DiNicola joined the National Runaway
Switchboard (NRS) in 1999. She has a Bachelor in Psychology
from the University of Illinois at Chicago. Jennifer manages
the NRS national call center, which handled over 150,000
calls last fiscal year. She supervises nine Call Center
Supervisors who, in turn, supervise nearly 150 trained
crisis line volunteers. Jennifer has represented NRS at a
number of conferences, including the 29th Annual Convening
of Crisis Intervention Personnel in Chicago, Illinois. |
10:00 - 11:00
Technological Solutions
Carolyn
Kaleel
USA Contacts |
Case Study: USA Contact -
The Government Contract Designed Exclusively for Contact
Centers
USA Contact
provides all federal agencies with easy access to a broad range of
contact center services. USA Contact saves agencies resources and
provides citizens with easier access to accurate information, often
during national emergencies. Agencies can come to USA Services for help
in setting up easily accessible, timely and complete contact centers to
respond to citizen’s questions via the communications channel of their
choice.
Key benefits of attending--You'll learn how to:
-
Learn how our Cost Calculator can help
you estimate contact center costs
-
Hear how USA Contact helped other
agencies with their contact center needs
-
Learn about the multi-channel solutions
offered through USA Contact
Take-away:
Procurement Tool Kit for Contact Centers,
Cost Calculator to estimate Contact Center Costs, and various case
studies
Meet
the Speaker:
Carolyn Kaleel is the program manager for the USA Contact
program managed by GSA’s Office of Citizen Services and
Communications (OCSC). As program manager, she has assisted
federal contact center managers throughout Government with
their contact center requirements. Ms. Kaleel has over 13
years of contact center management experience in both the
public and private sector. |
10:00 - 11:00
Business
Strategies
Michael
Callahan, Microsoft |
Values-Driven Leadership in
The Real World - Part 1
One of the greatest challenges
of living – and leading – a values-driven life is doing so
in an organization that doesn’t seem to champion core
values. But real leaders exhibit, evangelize and encourage
their teams to succeed through a set of fundamental
principles. In the real world, it can be easier to talk
about values than to embody them. This session will help you
identify your core values and how to exhibit and champion
them in the real world.
Key benefits
of attending:
-
Identify the three
core values fundamental to your team’s success
-
Learn how to
express and exhibit these values in meaningful, impactful ways
-
Overcoming
organizational inertia or resistance to values-driven success
-
Discover how some
notable companies became more successful once they embraced
values-driven leadership
Take-away:
Each participant in this
highly interactive session will take home their core values, a values scorecard
for their team/organization and a list of resources for evolving their
organization over time.
Meet
the Speaker:
Michael Callahan is
the lead supportability program manager for Windows Live Mail
technologies, advocating for nearly 400 million customers around the
world. A published playwright, author and speaker, Michael has won
numerous awards for customer focus, services innovation and
collaboration. |
11:00 - 11:15 |
REFRESHMENT BREAK |
11:15 - 12:15
Lessons on Leadership
& High
Touch Solutions
Mia
Melanson,
Performance Consulting |
Stress Relief and Productivity: Managing a Positive Working Landscape
With endless service
requests to respond to and incidents to resolve, an effective support
professional needs multiple and creative ways of managing stress. Add to
that continual technological or organizational change, and you have an
extremely challenging working environment to manage.
In this session, we’ll
discuss proven methods of stress relief for you and your team, including
energizers, healing techniques and coping resources for work-related
stressors. And you’ll have an opportunity to examine some management
best practices to reduce stress in your organization.
Benefits of
attending:
-
Learn to identify
signs of stress in yourself and others
-
Understand the
impact of stress on productivity
-
Adopt techniques
and habits to reduce stress throughout the workday
-
Initiate planning
to improve resilience and team effectiveness
-
Embrace the big
picture - the really big picture
Take-away:
-
5 proven ways to
reduce stress including the rubber band technique
-
A new perspective
on your internal and external landscape including DVD/video
recommendations
Meet
the Speaker:
For the past fifteen
years, Mia has provided professional and organizational development
programs for customer contact centers of all sizes. These programs focus
on implementing best practices and exceeding industry standards,
resulting in improved customer satisfaction and loyalty. Through her
firm, Performance Consulting, Ms. Melanson provides clients with
targeted classroom training, coaching, and resources to reinforce skill
development and maximize individual and organizational performance.
Mia has written widely-quoted articles and
books on coaching, communication skills, and stress management. She is a
member of the Association of Support Professionals, Who’s Who in the
World, and is a Help Desk Institute Faculty member. She is delighted to
be speaking again at a High Tech High Touch Solutions sponsored
conference. |
11:15 - 12:15
Technological Solutions
Tom Maloney,
EPA
Chris Sortzi,
RightNow Technologies |
Case Study: 8 Steps to Deliver Exceptional Customer
Experiences Using Knowledge Management
Expectations have changed! Government agencies are
overwhelmed. Today customers expect your agency to act like
a private business – providing fast web self-service,
expedient answers via email and the convenience of voice
automation so they can quickly get the answers they need.
What’s more, mandates require you to deliver a growing range
of services. Multi-channel customer relationship management
solutions are proven to cost effectively improve service
levels at all levels of government. No matter how customers
choose to reach you – the phone, e-mail or the web – you can
provide them the information they need, quickly and
accurately, contact after contact. Whether an inquiry comes
in from a citizen, a vendor, an employee, a soldier or an
agent, you can assure that person receives accurate,
relevant and up-to-date information. You also can cut costs
substantially through self-service and increased staff
productivity – which is critical as demands increase and
budgets get tighter.
This
presentation offers a proven eight-step strategy and some
real-world examples for delivering a great customer
experience. Starting with the creation of a strong knowledge
foundation, this strategy ensures that customers get what
they need, when they need it. By following these 8 steps you
can improve the customer experience and service levels
across all channels, reduce staffing requirements, optimize
organizational productivity, and capture staff knowledge.
Key benefits of attending--You'll learn how to:
-
Provide easy, immediate access to
information by leveraging a centralized knowledge base across all
channels
-
Explore strategies and technologies
that empower customers and employees
-
Improve customer satisfaction levels
while lowering operational costs
-
Apply the 8 steps to deliver
exceptional customer experiences across every channel
Take-away:
Hard copies of our scorecard titled:
Baseline Your Experience Delivery (Quickly assess how easy it is for
your customers to communicate with you) and a list of industry resources
to learn more about multi-channel.
Meet
the Speakers:
Tom
Maloney, EPA Tom
Maloney has been involved with the RightNow application at
EPA almost since its inception in 2003. Tom is the liaison
between EPA program offices, the EPA Working Capital Fund,
through which EPA offices order the service, and RightNow
Technologies. Tom has been at EPA for 20 years, the past 10
of which have been in the CIO organization.
Chris Sortzi joined RightNow in December 2006 to lead the
public sector sales organization, which includes Federal
Civilian government, Federal Department of Defense and
Intelligence Community, State & Local government and Higher
Education. Chris brings over 20 years of public sector
experience to his role, with a diverse background having
held key management positions in sales, finance and business
development.
Chris is committed to giving back to the community and is
actively involved in mentoring and coaching children through
youth sports as well as giving to children’s charities to
further the development of our youth for tomorrow’s leaders.
Sponsored by RightNow Technologies |
11:15 - 12:15
Business
Strategies
Michael
Callahan, Microsoft |
Values-Driven Leadership in The Real
World - Part 2
One of the greatest challenges of living – and leading – a values-driven
life is doing so in an organization that doesn’t seem to champion core
values. But real leaders exhibit, evangelize and encourage their teams
to succeed through a set of fundamental principles. In the real world,
it can be easier to talk about values than to embody them. This session
will help you identify your core values and how to exhibit and champion
them in the real world.
Key benefits
of attending:
-
Identify the three
core values fundamental to your team’s success
-
Learn how to
express and exhibit these values in meaningful, impactful ways
-
Overcoming
organizational inertia or resistance to values-driven success
-
Discover how some
notable companies became more successful once they embraced
values-driven leadership
Take-away:
Each participant in this
highly interactive session will take home their core values, a values scorecard
for their team/organization and a list of resources for evolving their
organization over time.
Meet
the Speaker:
Michael Callahan is
the lead supportability program manager for Windows Live Mail
technologies, advocating for nearly 400 million customers around the
world. A published playwright, author and speaker, Michael has won
numerous awards for customer focus, services innovation and
collaboration. |
12:15 - 2:00 |
NETWORKING LUNCHEON AND VISIT EVENT PARTNERS |
2:00 -
2:50 |
FEATURED KEYNOTE:
State of the Industry and the Future of Support
Patrick Bultema, vSpring Capital
We’re back in the
fast lane for changes in the support industry. And more is on the way:
-
Compliance and
regulation requires more and different control over your IT
resources
-
An increasingly
mobile and distributed workforce, and wants needed to support them
-
Web 2.0 models
are impacting IT and the business of customers
-
Open Source and
the "LAMP" stack isn’t just for software companies anymore
These
and other trends makers call for different thinking, strategy, and
actions. And that’s what you’ll get in this keynote. It will enable you
to be the best support professional possible for your company into the
future.
Meet
the Speaker:
Patrick
Bultema is Executive Chairman of Aeroprise. He is also a Partner with
vSpring Capital, a venture capital firm with special expertise and focus
on the IT Service and Infrastructure Management industries. Patrick was
previously CEO of FrontRange, and Chairman of the Help Desk Institute.
He is widely recognized as one of the premier experts on the business of
support. |
3:00 - 4:00
Lessons on Leadership
Mia
Melanson,
Performance Consulting |
Motivating and Inspiring Extraordinary Performance: Mastering the
Fundamentals
Whether you are a manager or an individual
contributor, an essential part of your role is to demonstrate passion
and commitment to your organization’s vision, customers and to your
co-workers. And this can only happen when you are working within a
motivated environment. So how do you create the setting for motivated
employees? In short – you understand the fundamental principles of
motivation, and how to execute them brilliantly to achieve consistent,
high-level performance.
In this session, we will focus on
motivational strategies that work including job enrichment,
communication, and low cost/no cost rewards. Moreover, you will learn
what the experts say about motivating individuals, and what several
successful organizations have done to create and sustain a positive,
productive work environment.
Benefits of
attending:
-
Learn about internal and external motivators and how to use them to
improve morale
-
Assess what the experts say and how their knowledge can work in your
organization
-
Understand what motivates you
-
Learn from other support organizations
-
Focus on what you can do to improve your team’s performance
Take-away:
-
What Motivates You?
– checklist
-
Where to Begin? –
assessment tool
Meet
the Speaker:
For the past fifteen years, Mia has
provided professional and organizational development programs for
customer contact centers of all sizes. These programs focus on
implementing best practices and exceeding industry standards, resulting
in improved customer satisfaction and loyalty. Through her firm,
Performance Consulting, Ms. Melanson provides clients with targeted
classroom training, coaching, and resources to reinforce skill
development and maximize individual and organizational performance.
Mia has written widely-quoted articles and
books on coaching, communication skills, and stress management. She is a
member of the Association of Support Professionals, Who’s Who in the
World, and is a Help Desk Institute Faculty member. She is delighted to
be speaking again at a High Tech High Touch Solutions sponsored
conference. |
3:00 - 4:00
High
Touch Solutions &
Business
Strategies
Kate Nasser,
CAS, Inc. |
Part A: How to WOW People: Customers and Management That
Aren't Like You
Diversity is
valuable and yet a challenge to handle. Have you ever found interacting
with certain people to be a strain, a pain, or just a stretch for you?
It could be a colleague or a customer. It could be a person that works
for you or that you work for. It could even be a family member or a
spouse (ouch)! Well most likely, personality differences have reared
their ugly heads and you can definitely turn this interaction into a
positive one. Join people-skills guru Kate Nasser, President of CAS,
Inc., for this funny and information-packed session on four personality
types and exactly what to do with each one for success, happiness, and
relief! Laugh and learn with your colleagues as you think of different
people throughout the session. You will be enriched and leave with
specific information you can use right away.
Key benefits of attending--You'll learn how to:
- The pro’s and con’s of each
personality type (there are no bad types!)
- The (4) types and how to spot them
very quickly
- The formula to use with each type
- How to mix formulas to handle the
really tough ones
- Bonus topic: cultural differences
that make things really interesting
- Takeaway: Reminder card on how to
handle each type
Take-away:
Inspirational reminder card to stay service
focused!
Meet
the Speaker:
Kate is wise, funny,
down-to-earth, and just wild and different enough to inspire growth and
improvement in individuals and teams. Her varied background as a business owner,
certified teacher, technology professional and organizational psychologist,
makes her credible to many.
Before founding CAS, Inc.
Kate Nasser worked for American Home Products and Johnson & Johnson in Computer
Systems Development and Client Services/Training. She has a B.S. Mathematics,
M.A. in Organizational Psychology and is a member of the American Consultants
League and the American Society of Training & Development. Kate’s customers
include IBM, Time Inc., Pfizer Inc, Discover Card, The Gap, GTE, The National
Institutes of Health, NIST, and US Veterans Administration, to name just a few.
Please see endorsement page on her web site for additional customer information.
|
3:00 - 4:00
Technological Solutions
Tracey
Williams, CDO Technologies (Army) |
Customer Satisfaction Surveys: Measuring Your Organizations’
Support Performance
Measuring the
performance of your support organization is a critical success factor
for achieving high quality service in your customer’s eyes. The
customer’s perception of the service you provide is the real test of
whether you are delivering to meet their expectations. How you gather
the opinion of your customers and create that measurement is critical to
making sure your continuous improvement efforts are focused on the right
areas. Tracey will take you through her implementations of customer
satisfaction measures in both industry and Government, and share what
she recommends as keys to success in measuring your customers' opinion
and reporting the results to management.
Key benefits of attending--You'll learn how to:
- Understand why you don’t survey
every customer.
- Know the right number of questions
to ask and why.
- Find out how many surveys are
needed to ensure meaningful results.
- See how customer surveying ties
into your service improvement efforts.
Take-away:
Examples of surveys, including benchmark
and ongoing, plus sample reports.
Meet
the Speaker:
Tracey is a Lead Functional Business Analyst with CDO
Technologies Inc. responsible for evaluating the performance
of existing service delivery processes and procedures,
proposing improvement initiatives, and developing service
performance measures for the Federal Aviation Administration
Air Traffic Organization Information Technology Technical
Operations Group (FAA ATO-IT). She provides technical
services associated with the development, planning,
execution, reporting and control processes for IT
organizations. |
4:15 - 5:15
Lessons on Leadership
Kathy Verhaal,
IRS |
How to Maintain High Team Morale
Keeping your employees
motivated is challenging for everyone. You always want them to have a
smile on their face when they answer the phone and talk with your
customers. Come to this session and find out some new exciting ways to
maintain a high morale in your work area and provide Outstanding
Customer Service
What you will
learn:
-
Differences
between providing Customer Service and Outstanding Customer Service
-
How to leave the
customer with a smile on their face
-
How to make your
employees feel valued
Meet
the Speaker:
Kathy Verhaal is the Chief
of the Ogden IRS Payroll Center. She has 21 years of service with the
Department of Treasury, Internal Revenue Service, with 9 of those in
Human Resource Management. Kathy’s employees are known throughout the
Payroll Centers for having a cheery disposition and going above and
beyond to help their customers. Kathy has been able to maintain a high
morale within her organization by applying many different tools she has
learned throughout her life. Kathy volunteers her time mentoring others
and sharing her skills with other employees aspiring to become leaders. |
4:15 - 5:15
High
Touch Solutions
Kate Nasser,
CAS, Inc. |
Part B: Dealing With Difficult Interactions with Customers
and Team Members
Stay for Part B of How to WOW People and get specific
techniques on the more difficult interactions you face with
customers and even teammates. In Part B, Kate delivers more
inspiration, winning strategy, and specific how to's.
You will learn:
-
Images to guide You
in difficult situations
-
Specific ways on
how to stay positive
-
The winning
philosophy Kate uses every day
Benefits of attending:
-
Tangible techniques
for specific situations
-
Gain a
visualization technique you can use every day
-
Build your tool kit
of skills on handling difficult interactions
Take-away:
Inspirational reminder card to stay service
focused!
Meet
the Speaker:
Kate is wise, funny, down-to-earth, and just wild and
different enough to inspire growth and improvement in
individuals and teams. Her varied background as a business
owner, certified teacher, technology professional and
organizational psychologist, makes her credible to many.
Before founding CAS, Inc. Kate Nasser worked for American
Home Products and Johnson & Johnson in Computer Systems
Development and Client Services/Training. She has a B.S.
Mathematics, M.A. in Organizational Psychology and is a
member of the American Consultants League and the American
Society of Training & Development. Kate’s customers include
IBM, Time Inc., Pfizer Inc, Discover Card, The Gap, GTE, The
National Institutes of Health, NIST, and US Veterans
Administration, to name just a few. Please see endorsement
page on her web site for additional customer information. |
4:15 - 5:15
Technological Solutions
Peggy Gritt,
VoIP
Institute |
Help Desk and Contact Center Communications Technology and
Customer Best Practices
Are you
looking to improve your customer experience with your center
or help desk? Are your customers lost in a tangle of web
pages or maze of “press 1, press 2”? Would you rather they
get the right information from the right resources at the
right time? This session will lead you through a strategy
for best practices for all forms of customer interaction.
This session helps you to break down the self-service and
customer communications technology options and explains how
to best apply them in your environment. Learn how industry’s
leading contact centers and help desks process phone calls,
web chats, e-mails and many other forms of customer
communication.
Customer
experience factors for automation and live agent tools:
E-mail strategy Web strategy Speech recognition strategy Fax
and other media
Peggy’s
lively format will take you through real-life examples and
“when to” and “why to” examples that you can apply in your
decision-making process. If you are looking to automate and
improve self-service you won’t want to miss this session
because every area of self-service option for web, phone
calls, and e-mail is covered. You will learn how to
incorporate self-service into a strategy in your center.
You will learn the following in this session:
-
How
to set a strategy to improve the customer experience
with your communications technology
-
Best
practices for self-service automation with speech
recognition and voice response
-
When
to apply web chat, web collaboration, web “communities”
and what Web 2.0 means to your support
-
Future trends for analytics and other contact center
communications tools
-
How
to improve customer touch-points with media and applying
the appropriate media to the appropriate type of service
request from your customer
Take-away:
Customer Experience Factors – Self Scoring
Check Sheet
Meet
the Speaker:
Peggy Gritt
brings her clients more than eighteen years of experience with the
converged voice/data systems and contact center technology planning. As
much at ease with planning and strategy issues as she is with the
low-level technical details regarding topics such as multi-channel
contact center, speech recognition and voice over IP technologies, her
presentations are appreciated by managers, executives, and technology
groups alike. Her teaching and speaking engagements have taken her to
over 20 countries in
her career.
The products she
helped launch are now installed in hundreds of thousands of contact
center and PBX seats and government agencies. She founded her own
consulting firm in early 2006 to assist organizations and contact
centers to improve their customer experience. Her clients range from
small workshops to large-scale multi-channel deployment planning.
|
Networking Dinner Cruise on the Potomac. Call
202-832-9800 and mention "Cgov"
for reservations. |
|
|
|
|
WEDNESDAY, APRIL 30th, 2008
|
7:45 - 8:45 |
MASTERMIND SESSIONS & CONTINENTAL BREAKFAST
In-depth sessions are focused
small-group presentations that take a deeper look into
specific subject matter. Since these sessions have
limited capacity you are encouraged to get to your preferred
session table early.
|
9:00 - 10:00
Lessons on Leadership
Barton
Goldenberg,
ISM |
Optimizing Your Contact Center Strategy and Implementation
This session will
show you how to optimize your Contact Center strategy and
implementation. We’ll start out by looking at the value of benchmarking
as a leading indicator of your Contact Center’s health. We’ll review new
Contact Center technologies that drive down costs and improve
productivity (e.g., new IVR options, linkage to CRM tools and
techniques). We’ll look at the benefits of linking Contact Center
strategy to corporate strategy, and the impact this had on several
best-in-class companies who figured out how to harness customer input.
We’ll close by focusing on the Contact Center’s most valuable resource –
you, the leader of the Contact Center – and look at how you should be
spending your time to make all this happen. You’ll not want to miss this
dynamic presentation by one of the industry’s leading gurus as he shares
his 23 years of experience helping Contact Centers to optimize strategy
and implementation.
Join this dynamic speaker
to learn how to be a truly remarkable leader of influence.
-
Learn
how other Contact Centers are using benchmarking as a valuable
optimization tool
-
Learn how to
increase Contact Center visibility by aligning your Contact Center
with corporate strategy
-
Learn how to
optimally spend your time as Contact Center leader and creative
thinker
Meet
the Speaker:
Sailing is a hobby of
ISM’s founder and president, Barton Goldenberg. It also reflects his
philosophy: Set the course – to provide a successful customer experience
– and be ready to take advantage of change to meet the challenges of the
new digital consumer.
From founding
a pioneering firm when the concept of
Customer Relationship Management (CRM) was taking form, to being one of
the first three inductees into the CRM Hall of Fame, Barton has always
occupied a leading role in providing a lifecycle approach to customer
relationships.
Prior to founding
ISM, Mr. Goldenberg held senior management positions at the U.S.
Department of State and Monsanto Europe S.A. As a
regular columnist and member of the
editorial board for CRM Magazine, he writes
about leading edge methodology and industry trends. |
9:00 - 10:00
High
Touch Solutions
Andy
Schoenbach, OMB
Emily Fort,
OMB |
Wikis - How They are
Changing People Working Together Inside and Across
Organizations
Come learn how the
Budget Formulation and Execution Line of Business developed a government
wiki—the MAX Federal Community—that is being used by federal agencies to
collaborate within their agency and with other agencies. We’ll discuss
the features and benefits of using the MAX Federal Community; how it has
improved knowledge management within the federal government; and
examples of how the MAX Federal Community is being used by various
groups throughout the federal government.
Key benefits of attending--You'll learn how to:
-
Learn what a wiki is
-
Understand how a wiki can help your
organization
-
Learn how a wiki provides
organizational knowledge management
-
Understand the importance of
collaboration
Take-away:
Theory of Remote Collaboration worksheet
Meet
the Speakers:
Andy
Schoenbach is the Chief of the Budget Systems Branch at
the Office of Management and Budget, a position he has held
since 1987. He is the policy lead for the Budget Formulation
and Execution E-Gov Line of Business initiative that is
enhancing the effectiveness of Federal budgeting under the
auspices of the Budget Officers Advisory Council.
Emily Fort is the Project Lead for
the MAX Federal Community at the Office of Management and Budget. She
has been involved in federal budgeting and information technology since
1999. |
9:00 - 10:00
Technological Solutions
John Liuzzi,
IRS |
Case Study: Best Practices: Developing an Effective Business
Continuity / Disaster Recovery Strategy
This session
will provide a comprehensive discussion of how to develop an effective
business continuity / disaster recovery strategy for the customer
service contact center environment. Mr. Liuzzi will discuss in depth the
issues, risks and challenges a contact center operation must consider
when building business continuity/ disaster recovery plans to ensure
continuity of operations as well as protection of vital business assets
including technology, process and people. This is an executive level
presentation.
Key benefits of attending--You'll learn how to:
-
Why develop a business continuity /
disaster recovery plan
-
Risk assessment specific to the Contact
Center environment
-
The business impact analysis –
determining the real cost of downtime
-
Efficient and cost effective recovery
and restoration strategies
-
Plan development – what needs to be
included – people, process and technology considerations
-
Developing effective testing and
training for business continuity / disaster recovery programs
-
Proven strategies, industry best
practices and recommendations to ensure continuity of contact center
operations
-
Key steps every organization must take
to ensure success in building effective business continuity /
disaster recovery strategies
-
Lessons learned from recent events
Meet
the Speaker:
John J.
Liuzzi, Director, Information Technology Disaster Recovery,
Internal Revenue Service, is a senior executive with over 25
years experience in the design, engineering and management
of state-of-the-art technology solutions specializing in
customer service operations. His resume includes directing
technology operations for companies such as Time Warner,
Humana, Harris Publishing and Kronos Connect where he was
both company President and Chief Information Officer.
Currently, he is the executive leader, strategist and
facilitator with complete oversight responsibility for the
development and maintenance of the IRS’s enterprise
information technology disaster recovery program. In this
role, he promotes awareness of the program ensuring
cross-organizational participation, adherence with all
standards, guidelines, government regulations and industry
best practices for disaster recovery and is accountable to
ensure that all disaster recovery plans are integrated into
a comprehensive enterprise business continuity and
resumption strategy. |
9:00 - 10:00
Business
Strategies
Seanna
Sams,
Department of Social and
Health Services |
Bringing New Technology
to the Call Center: If I'd Known Then What I Know Now - Part
A
As government
strives to meet public expectations, call centers are bringing in or
improving it's technology. Are you upgrading your center or your
IVR. How many of us learned as we designed?
Or worse, discovered at a cost what we didn't know. By sharing these
learning "opportunities", and reviewing the steps to success you'll pick up
key factors and
ideas that will save you time and money.
The pressure
is on to close the gap between government and private industry customer
expectations and the delivery of services. This session will
provide the opportunity to share experiences (good and bad) and
contribute to future success at closing the gap.
-
Learn why the requirements phase is so
critical
-
Avoid missing valuable details,
especially related to automation
-
Anticipate reporting needs early and
build into the design
-
Learn how to predict and prepare for
management and staff concerns
-
Build a model to test and discover
problem areas
Take-away:
An IVR model of a call menu adaptable for
individual use.
|
10:15 - 11:15
Lessons on Leadership
Ivy
Meadors,
High Tech High Touch Solutions |
How to Attract Gen Y (Millennials) and
Communicate Effectively With All Generations
Each generation is
inspired, motivated, and skilled in unique ways. How we communicate,
lead, and build loyalty within our support teams has become a greater
challenge then ever before. With Baby Boomers, Generation Xers and the
incoming Millennials, today’s workplace is rapidly growing in diversity.
Key benefits
of attending:
-
Understand the
similarities and differences of each generation and how they work
together best
-
Increasing
communication and productivity in a multigenerational workplace
-
Learning effective ways
to collaborate across generations
-
Building employee
loyalty across multiple generations
Meet
the Speaker:
Ivy Meadors, founder and CEO
of High Tech High Touch Solutions, a conference and events producer and
a consulting firm specializing in help desks and call centers. Ivy has
over 30 years of experience in the customer service and support
industry, is a seasoned consultant and a world renowned professional
speaker who has traveled the globe to deliver her content rich in-demand
presentations. She is the owner and producer of the Signature Customer
Service and Support Conference and Expo and the Government Customer
Support Conference and Expo. |
10:15 - 11:15
High
Touch Solutions
Dr. Wendy
Cardell,
IRS Appeals |
Sharing the Knowledge, Passing the
Torch: Mentoring at IRS Appeals
Knowledge and
experience are walking out the door while energy and passion are walking
in ... Employees want to feel valued, advance … Newcomers need to learn
the ropes ...
These are just a few of the reasons IRS
Appeals embarked on a Mentoring Program. Mentoring complements existing
classroom skills transfer and fills in the developmental ‘white space’
that often takes years to acquire – knowledge of the organization,
business acumen, etc. You’ll learn how IRS Appeals is approaching this
challenge at both the leadership and technical levels, as well as how it
fits into our overall Human Capital Strategy.
Key benefits of attending--You'll learn how to:
-
Learn how IRS Appeals approached the
development of leadership & technical mentoring programs
-
Leverage development resources through
mentoring
-
Align mentoring with other Human
Capital initiatives
-
Discuss how to apply mentoring to your
organizational requirements
-
Assess mentoring programs
Take-Aways:
-
Mentoring Discussion Guide
-
Protégé Goal Worksheet
-
Leadership Mentoring Partnership
Agreement
-
Guide to Better Partnership Meetings
-
Partnership Self-assessment
Meet
the Speaker:
Wendy Cardell has been in the field of Organization
Development for over twenty years. She is currently working
as a Senior Program Manager for IRS Appeals, developing a
Human Capital Strategy, implementing a Leadership Succession
process and developing mentoring programs. She has written
several articles and presented at conferences on topics such
as Change and Transition, Interest-based Negotiations,
Developing Interns and Diversity, and wrote a report on the
IRS culture during its Modernization restructuring. Her
doctorate is in Organizational Psychology. |
10:15 - 11:15
Technological Solutions
Kevin Warren,
Social Security Administration |
Case Study: How the Social
Security Administration Built and Use a Virtual Call Center
Model
Do you have customers
who are hesitant to place a Help Desk call? Are your customers not
calling due to excessive hold times? Are your staff members resistant to
change? Are your developers resistant to open up problem management
systems to their customers? Have your past efforts to provide new
service alternatives fallen on deaf ears, therefore impacting your
ability to deliver new service alternatives, despite management pressure
to do more for less? Let me show you how SSA overcame these same
obstacles and resolved some of your same problems by implementing
Virtual Call.
Key benefits of attending--You'll see how
SSA’s Information Technology Help Desk used Virtual Call to overcome
resource constraints and improve customer access and support our image
by:
-
Leveraging alternative seeking customers to formulate a win/win
approach
-
Anticipating and overcoming alternative resistance and gaining
constructive agreement
-
Starting
small to win big
-
Controlling results to assure “real” success
-
Moving
ahead to leverage momentum
Take-away:
A step-by-step proven magic-footprint
method to implementing service delivery alternatives that work.
Meet
the Speaker:
Kevin is an STI
Certified Help Desk Manager with over 25 years experience in
IT support with private industry and Government. Kevin
co-owned and served as Vice President for BMW Telecom
Incorporated before joining SSA as a Project officer in
1985. Kevin has successfully implemented or been a key
player many of SSA’s largest Information Systems projects
including the National 800 Number and was a major driving
force in consolidating Systems support into a single Call
Center.
Mr. Warren
developed most of the best practices in use for IT support
at SSA, and until recently was the technical lead in charge
of Quality Assurance with regard to support activities. He
has also served as the Acting Chief for the National Call
Center. Kevin holds degrees in Government from Gulf Coast
Community College in Panama City Florida (AA) and Florida
State University (BA). |
10:15 - 11:15
Business
Strategies
Seanna
Sams,
Department of Social and
Health Services |
Bringing New Technology
to the Call Center: If I'd Known Then What I Know Now - Part
B
As government
strives to meet public expectations, call centers are bringing in or
improving it's technology. Are you upgrading your center or your
IVR. How many of us learned as we designed?
Or worse, discovered at a cost what we didn't know. By sharing these
learning "opportunities", and reviewing the steps to success you'll pick up
key factors and
ideas that will save you time and money.
The pressure
is on to close the gap between government and private industry customer
expectations and the delivery of services. This session will
provide the opportunity to share experiences (good and bad) and
contribute to future success at closing the gap.
-
Learn why the requirements phase is so
critical
-
Avoid missing valuable details,
especially related to automation
-
Anticipate reporting needs early and
build into the design
-
Learn how to predict and prepare for
management and staff concerns
-
Build a model to test and discover
problem areas
Take-away:
An IVR model of a call menu adaptable for
individual use.
|
|
|
11:30 -
12:00 |
FEATURED KEYNOTE:
Customer Service in Government -- the Latest on the Federal Customer
Service
Enhancement Act
U. S. Representative Henry Cuellar
What you will learn in
this session:
-
The
foundation and vision behind the Federal Customer Service
Enhancement Act (HR 404)
-
The latest
status of FCSEA
-
Key issues
encountered along the legislative path of FCSEA, how they are being
addressed, and perspective on what they mean to Government customer
service
-
Expected
final form of FCSEA and changes it would bring for those who
directly serve customers
-
Expected
future impacts of FCSEA on customer service at state and local
levels
-
Potential
impacts of FCSEA on internal customer service in Government (help
desks to assist employees with information technology and other)
-
Lessons
learned and memorable experiences in formulating and sponsoring
FCSEA
-
Perspective on the importance and future of customer service quality
in Government
-
Challenges
and opportunities for those who serve Government's customers in
moving toward the future
Meet
the Speaker:
The Wall Street
Journal calls him, “A pro-growth Member in the John F. Kennedy mold,”
One of the “Seven Best Legislators,” says the Dallas Morning News. A
favorite son of Laredo, the city has honored him as “Laredoan of the
Year,” “Distinguished Citizen of the Year,” and “Humanitarian of the
Year.”
Today, he is the most degreed Congressman serving in the House with five
advanced degrees.
The Cuellar
bill, which passed the House 383-0, will set in place standards
to increase the quality of customer service provided by federal
government agencies.
“The federal
government should cater to the American people. My bill will
raise the bar for federal customer service and pave the way for
citizens to have improved, easier transactions with federal
agencies,” said Congressman Cuellar. “When people have business
with a government agency, I want them to walk away feeling like
the government is serving them well.”
“The business
community has long recognized the need for great customer
relations. When people are satisfied with the services provided
by a business, they become repeat customers. The same mentality
and practices should be applied to government agencies,” said
Congressman Cuellar. “I look forward to working with the Senate
to move the legislation one step closer to becoming law.”
|
12:00 -
1:00 |
FEATURED KEYNOTE:
The Future of Government Serving Customers and the Part Technology Will
Play in Making It Happen
Molly O'Neill, CIO of the U.S. Environmental Protection Agency
Meet
the Speaker:
Molly O’Neill was
confirmed by the Senate as EPA’s chief information officer and assistant
administrator for the Office of Environmental Information in December
2006. She is responsible for establishing an innovative center of
excellence that advances the creation, management, and use of
information as a strategic resource at EPA.
In her role, O’Neill
oversees its strategic information planning, investment and information
policies, enterprise architecture and information security program. As
EPA's CIO, she is a member of the Federal CIO Council, where she
currently serves as the co-chair of the Architecture and Infrastructure
Committee.
|
Closing remarks and
drawings for valuable prizes will follow the presentation -- must be
present to win. |
Register now |
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