HDP 2006 Conference agenda
Pre-conference
Certifications - September 23-24
SATURDAY AND SUNDAY, SEPTEMBER
23 - 24th, 2006 |
9:00 - 5:00
|
ITIL
Service Management Foundations Certification Course
Instructor: Pete McGarahan
Course
Overview
The ITIL
Service Management Foundation course prepares the student to
pass the ITIL Foundation Certificate in IT Service
Management exam by introducing the student to the basic
principles of IT Service Management embodied in ITIL. The
course is an intensive course of study delivered over two
consecutive days, including 16 hours of classroom work,
working lunches as well as homework assignments.
At the
end of the course, the one-hour Foundation Certificate in IT
Service Management certification examination is given,
proctored by the Examination Institute for Information
Science, USA, (EXIN-USA), one of the two agencies authorized
by OGC to perform ITIL certification testing.
Intended
Audience
This
course is intended for persons working in the field of IT
Service Management, or other persons wishing to understand
the basics of ITIL and to obtain a basic certification. This
course is:
-
Appropriate preparation for persons wishing to obtain
their ITIL Foundation Certificate in IT Service
Management.
-
Appropriate for persons wishing to contribute to an IT
Service Management initiative in their organization.
Course
Material
Students
will receive a course book, as well as a set of sample
examination worksheets and homework review assignments.
Copies of OGC publications, Service Support, Service
Delivery and Security Management will be available for
students to review during the course. |
Pre-conference Sessions - September 23-24 |
SUNDAY,
SEPTEMBER 24th, 2006 |
9:00 - 5:00
|
Exclusive
Government
Symposium Service and Support Professionals
Daryl Covey,
NEXRAD
We increasingly struggle in
today’s Government to balance the effectiveness of our
services against the efficiency of our resource utilization.
At the same time, we are being both pushed (by our
organizations) and pulled (by our customers) into industry’s
21st Century support paradigm ever faster – too often
stumbling at the challenges we meet along the way.
Our new Government Support
Symposium brings you a learning experience specially
designed around today’s tough customer support challenges in
our unique public sector environment. You’ll meet carefully
selected experts who will share knowledge and skills for
dealing effectively with some of today’s most key support
hurdles, and help you point your front lines toward
tomorrow’s Government customer support paradigm. You’ll also
join structured networking sessions to share and compare
with others from across Government ideas for implementing
the practices and approaches shared by our experts.
Some of the key areas we’ll
cover are:
-
Establishing and leading a
service culture
-
Effectively motivating the
people at the front lines who “make it happen”
-
Customer service level
guidance for the public sector
-
Optimizing the mix of
internal, outsourced, and consolidated resources
-
Disaster recovery and
business continuity for customer touch points
After this single day of
intensive learning, you will be equipped to deal with some
of the most frequent and formidable challenges faced by
support managers all across Government today. In addition,
you will take away a networking list of people in Government
dealing with the same issues as you for future collaboration
and support.
- Overview the day’s
learning activities and meet peers in Government
customer support
- Establishing a service
culture and leading for support excellence
- Working break: Group
discussions and summaries on leadership in a public
sector service culture
- Customer service level
guidance for the public sector
- Working lunch:
Facilitated discussions on your key customer support
challenges
- Finding and justifying
the “right” mix of internal, outsourced, consolidated
customer support
- Working break: Group
discussions and summaries on “rightsourcing”
- Invited Case Study:
Customer support business continuity during Hurricanes
Katrina and Rita in 2005
- Review, summary, and
closing perspectives on the day’s learning.
Special
Group Networking Outing |
9:00 - 5:00
|
VoIP for the Help Desk Professional
Peggy Gritt,
VoIP Institute President
Not since
mainframe computer terminals were replaced with PC’s at the
workstation was the help desk impacted so dramatically by a
technology change. VoIP promises to impact YOU. You can
embrace it, learn it, and be a part of the gains – or
pretend it isn’t happening. (But we all know it IS
happening.)
After
this workshop you may not be able to lasso a tornado, but
you will be able to harness its power. This day isn’t all
about tech speak however – it is about learning enough
technical knowledge to know how to prepare for it, make your
plans, and improve your operations.
One of
the sessions uses the term “what you don’t know can hurt
you.” And that is because there is so much confusing “noise”
out there by vendors, manufacturers, and publications that
taking a wrong turn can really cost you.
Click to see
detailed agenda. |
2:00 -
5:00
|
Sourcing the Help Desk: How Many Do We
Need, How Do We Justify Then Sell it Upwards
Penny Reynolds, The Call Center School
Getting
the “just right” number of people in place at the right
times to handle the calls – it’s every help desk manager’s
dream. However, figuring out the right staffing mix to
maximize service to internal and external customers, while
minimizing cost, can sometimes be a nightmare. This session
outlines the step-by-step approach to help desk staffing.
Attendees will learn about setting service goals and how to
use Erlang techniques to determine the right number of
bodies in chairs. The session will also discuss the most
critical staffing tradeoffs, such as cost versus service
concerns, the effect on service of plus/minus one person,
the impact of large groups and economies of scale, the
effects of staff occupancy, and how to sell the numbers to
senior management. All attendees will receive free QuikStaff
planning software.
-
Identify factors in setting service level goals and what
factors contribute to speed of answer expectations.
- Use
Erlang calculations to pinpoint staffing needs.
-
Identify service and cost tradeoffs and ways to improve
service without adding staff.
-
Describe the most common mistake help desks make in
determining staff numbers.
-
Identify ways to incorporate multi-media contacts into
the staff planning process.
- Use
free QuikStaff call center planning software.
|
Conference Program
- September 25-27
MONDAY,
SEPTEMBER 25th, 2006
|
Track Title |
Lessons on Leadership
Developing and Elevating
Solid Leadership Expertise
Leadership |
High Touch Solutions
Developing Individual Talent to Create High Performers
People |
High
Tech Solutions
Advanced
Technology & Insights into Industry Trends
Technology |
Business
Strategies
Best Practices in ITIL, Six Sigma, COBIT, Outsourcing, and
Consolidation
Process |
7:30 - 8:30 |
REGISTRATION & CONTINENTAL BREAKFAST |
8:30 - 9:00 |
Welcome & Introduction From Your Host, Ivy Meadors |
9:00 - 9:50
|
FEATURED
KEYNOTE:
June Gunter, Ed.D.
Meet the
Speaker:
Dr. Gunter
has 20 years experience working as an educator and leadership
development consultant. Her goal is to bring horses and people
together to discover more effective ways of leading and creating
healthy communities.
June holds a
Doctor of Education degree in the field of Adult Learning from
North Carolina State University. June attributes many of the
lessons she learned about being a teacher and a leader to the
horses she has loved from childhood through today. She is a
Strozzi Ranch Certified Equine Guided Educator.
In 2003, June
founded TeachingHorse LLC. TeachingHorse provides leadership
development workshops and individual coaching with horses. We
offer services at our home sites in both Rogue River, Oregon at
Grace Mountain Ranch and in Apex, North Carolina at Centerline
Farm. Participants in our workshops experience a new model of
leadership based on the skills and abilities that lead mares use
to lead their herds. Our clients include business, community
and family leaders. We also work with people who want to improve
their relationship with their horses.
June is one
of the co-founders of EGEA (Equine Guided Education
Association). She is a professional educator committed to
embodying the highest standards of adult learning. One of her
lifelong goals is to contribute to the field of education by
developing innovative ways to engage adults in continuous
learning.
Visit our
website at TeachingHorse.com. For more information call June
Gunter at 541-582-2715 or email
junegunter@teachinghorse.com |
10:00 - 11:00 &
11:15 - 12:00
Leadership
Track |
Advancing
Your Leadership Skills Workshop (Extended Session)
Ivy Meadors, High Tech High Touch
Solutions,
Pete McGarahan, McGarahan and
Associates, and Brad Worthley, Brad Worthley
International |
10:00 - 11:00
People Track
|
Eight Best
Kept Secrets for Unlocking the Productivity of Your
Workforce
Penny Reynolds, The Call Center
School
It's not just about getting the
right number of bodies in chairs anymore. In addition to
matching the workforce to the call workload, it's also
important that we make the most of those staff in terms of
efficiency, service, and quality. This workshop will provide
a variety of ideas for improving the workforce planning
process in your center, but will go beyond the forecasting
and scheduling basics. You’ll learn many related ideas and
mistakes not to make in the area of workforce productivity.
Just a few of the topics to be covered include: how to get
the right people in place and the most common hiring
mistake, setting reasonable performance goals, measuring
individual and team productivity, increasing adherence, and
motivating staff to perform at their peak.
Meet the
Speaker:
Penny
Reynolds is a Founding Partner of The Call Center School
where she heads up curriculum development. She develops and
teaches courses on a wide variety of call center topics,
including workforce management, performance measurement, and
call center technologies. Penny is a popular speaker at
industry conferences and association meetings and a frequent
contributor to industry trade publications. Her articles
have appeared in print publications such as Operations and
Fulfillment, Customer Interaction Solutions, Contact
Professional, and Customer Support Management. She has
recently published books entitled Call Center Staffing:
The
Complete, Practical Guide to Workforce Management,
Fundamentals of Call Center Supervision, and The Power of
One, and has also co-authored the five textbooks for
University of Phoenix’s call center certification program.
An honors graduate of Vanderbilt University, Penny was one
of the first recipients of Call Center Magazine’s
prestigious Call Center Pioneer award. |
10:00 - 11:00 &
11:15 - 12:00
Technology
Track
|
ITIL
Workshop - How to Turn Your Help Desk into a Service Desk
Step by Step
(Extended Session)
Donna Holt,
Help Desk Xlence
Is your organization adopting
the ITIL Best Practices Framework? Wondering how you get on
board the ITIL train? Join us for this look into the
wonderful world of ITIL.
We will discuss the
following points:
-
Understanding the ITIL Best
Practices Framework
-
Why does it work?
-
What part does the Service Desk
play?
-
How to justify the transition
-
Where to start
- Steps along the way
- Technology
- Staffing Issues
- Training
- Communication
- Marketing
Take Away:
Tips for Success.
Meet the
Speaker:
A much
sought-after speaker, Donna Holt utilizes humor in her
presentations as a method to stimulate the learning process.
She has been in the customer support industry over thirty
years, including more than twelve years in the Help
Desk/Support Center arena. She is an active participant in
the Support Center and IT best practices community,
presenting HDI Authorized Certification Training, performing
HDI Support Center Audits and is HDI’s Member Advisory
Board’s Western Region Director. She is a trainer and
consultant in the areas of call centers, support centers and
ITIL Best Practices. |
10:00 - 11:00
Business
Strategies Track
|
ITIL -
What, Why, How
Brenda Iniguez, Pink Elephant
This session will give you the
straight scoop on ITIL: what it is, who the players are in
ITIL, why do it, and how to start or participate in an ITIL
initiative. As ITIL was recently declared an international
ISO 20000 standard (the worldwide standard for how companies
should run IT), Service Desk and IT professionals worldwide
are asking these very questions about ITIL: What, Why and
How to do ITIL, and “WIIFY – what’s in this for You!” In
straight and easy to understand examples and stories, Brenda
will give you a very clear understanding of the What, Why,
and How of ITIL, the key ITIL terms and processes, and the
Service Desk role in ITIL, so you’ll be able to explain ITIL
to all your colleagues when you return to your own
organizations.
Brenda is a highly experienced
IT practitioner who has first hand experience overseeing
major IT projects. In her current role, she provides
guidance to IT directors and managers who are seeking to
start an ITIL implementation journey.
Benefits of Attending:
-
Quick view of ITIL
- What ITIL is
- Who the players are in ITIL
- Why do ITIL … “WIIFY” What’s In
It for YOU?
- How should you start or
participate in an ITIL initiative
-
ITIL Leaders… doing the Tough
Stuff
Take Aways:
-
ITIL
adoption rates worldwide, via geo graphic and number of
actual certifications
-
ITIL year-over-year increases,
showing the substantial increased adoption of ITIL
worldwide
-
An introduction to industry term:
CMM and the worldwide recognized CMM maturity scale
-
Two valuable whitepapers
-
And of course the beloved
“pinkies” (our little pink elephants)
Meet the
Speaker:
Brenda
Iniguez is a seasoned IT Support Professional, with over 20
years proven experience in Fortune 100 companies, designing,
building, consolidating, and managing their Enterprise
Support Centers. In addition, she is ITIL Service Manager
certified, and is well versed in the Service Management
disciplines of Incident, Problem, Change, and Availability
Management.
Brenda is now Director with Pink Elephant, based in the SF
Bay Area, leading Business Development for the Western US.
She is active in several professional
groups, including founding member on the Board of Directors
for HDP (Help Desk Professionals), active member of the
itSMF National Conference Board, serving as Chairman
Emeritus of the HDI Member Advisory Board for HDI-National,
on the Board of Directors for the HDI Strategic Advisory
Board, the Officers Board of the San Francisco HDI Chapter
(Help Desk Institute), Conference Committee Boards for HDP,
HDI, GCSC, ITSM, and itSMF. Brenda is an active speaker at
national Support Conferences and has been quoted in leading
industry trade journals (Computerworld, Technology World,
Help Desk-Online, and IT Support News), and was selected by
IT Support News as one of the Service 25 recipients; the
leading 25 Support Professionals. |
11:00 - 11:15 |
REFRESHMENTS |
11:15 - 12:00
Leadership
Track |
Advancing
Your Leadership Skills Workshop (Extended Session)
Ivy Meadors, High Tech High Touch
Solutions,
Pete McGarahan, McGarahan and
Associates, and Brad Worthley, Brad Worthley
International |
11:15 - 12:00
People
Track
|
Special
Study: Building an RCA-Based Business Case
Pete McGarahan, McGarahan and
Associates
This session is designed to
teach you how to build and present a business case utilizing
Root Cause Analysis. This business case using root cause
analysis as a foundation for validating symptoms,
assumptions and trends, bringing clarity and visibility to
continuous improvement areas is an extremely powerful
management tool. Pete will share his Taco Bell RCA/Business
Case presented to senior executives using data from the case
management system as a basis for identifying high impact
problems and formulating recommendations. This methodology
is a must for support managers who are looking to gain
senior management attention, visibility and approval for
taking proactive and corrective action on the issues
impacting their customer’s productivity.
Benefits of Attending
-
Learn to apply practical Root
Cause Analysis to an Issues / Recommendations
presentation format
-
Create a call to action
business-focused presentation ready for senior executive
approval
-
Learn the methodology for writing
and presenting a business case to senior executives
-
How to sell, market and
communicate this strategic value to senior officials
Meet the
Speaker:
Peter
McGarahan is the founder and president of McGarahan &
Associates. Pete’s value to the service and support industry
and business is his thought leadership. As a practitioner,
product manager and support industry analyst and expert, he
has influenced the maturity of the service and support
industry. His passions for customer service led the Taco
Bell support organization to achieve the Help Desk Institute
Team Excellence Award. IT Support News also named him one of
the “Top 25 Professionals in the Service and Support
Industry” in 1999. Support professionals voted McGarahan
“The Legend of the Year” in 2002 and again in 2004 at the
Help Desk Professionals conference for his endless energy,
mentoring and coaching and his valuable contribution to the
support industry and community. |
Technology
Track |
ITIL
Workshop - How to Turn Your Help Desk into a Service Desk
Step by Step
(Extended Session)
Donna Holt,
Help Desk Xlence |
12:00 - 1:00 |
NETWORKING
LUNCHEON |
1:00 - 1:50
|
Featured
Keynote: Brad
Worthley - "Leaders vs. Managers"
When employees are
good at their task, the natural progression is to promote
them into a management role. We teach the employees how to
manage inventory, manage payroll, manage money and manage
other things. We end up with "managers" instead of great
"leaders". Do you know any person who wants to be "managed?"
This session will focus on creating great leaders: Leaders
that have vision and can inspire and motivate their
employees to greatness.
Benefits of Attending
-
Rethink Your Role
as a Manager
-
Leading by example
-
Proactive vs.
Reactive Leadership
-
People Don’t Fail
as Much as Systems
-
Problems vs.
Symptoms
Meet the
Speaker:
Brad
Worthley is an accomplished business consultant with over 31
years of management experience. He is also an
internationally acclaimed leadership and customer service
expert who has trained hundreds of thousands of people in a
wide range of industries throughout the world.
Brad
teaches businesses how to consistently build and retain both customer
and employee loyalty by changing their culture and not just their
people. Brad is an author, consultant and trainer working with small and
medium size companies, and some of the largest corporations in the
world. In his spare time,
Brad has
volunteered as a youth soccer, baseball, and basketball coach for the
last 15 years, and he volunteers weekly at a domestic violence shelter
where he works with children. He has a 19-year-old son in the Army who
is currently in Iraq flying unmanned spy planes in an effort to protect
our troops. |
2:00 - 2:45
Leadership
Track |
Leading a
Multicultural Workforce
Details coming |
2:00 - 2:45
Process
Track
|
Eliminating the Virtual Walls Between Support Levels
(Starbucks Case Study)
Mary Lou Blakely, Starbucks
Company
Successful IT support must include
good communication with your customers. Whether your
customers are internal or external to your business,
maintaining relationships within your IT organization is a
critical component to meeting your customer’s needs. So how
do you eliminate the virtual walls between IT teams?
In this interactive session, Mary Lou’s delivery of
practical experience within Starbucks Coffee Company will
provide you with solutions as a means to empower the service
and support teams to provide the best customer experience,
leveraging ITIL best practices.
This interactive
session will:
-
Identify key
success factors in improving communication between the
IT Service Desk (help desk) and IT Support Teams
-
Discuss how
Knowledge Management plays a key role
-
Provide templates
on how to make communication Plans Simple, not Complex
-
Identify how you
can measure team success
-
Review the
importance of partnership, ownership, accountability
with RCA (root cause analysis)
-
Discuss how
project lesson learn reviews are critical to IT Support
success
Meet the
Speaker:
Mary Lou Blakely currently works for
Starbucks Coffee Company as the director for the IT Service
Management. She has the responsibility for the 24x7 IT
Service Desk, Incident Management, Problem Management,
Transition Management and Change Management. The IT Service
Desk serves as the IT single point of contact for over 8,200
stores and 6,500 end users across the globe. This includes
IT support for partners (employees) in North America, United
Kingdom, Amsterdam, Puerto Rico, Costa Rica, China, Hong
Kong and Germany.
Mary Lou has worked at Starbucks
Coffee Company for 8 years within IT in various roles. Where
Starbucks maintains an aggressive growth curve, the IT
Service Management team plays a mission critical role in the
communications process for IT issues.
Previously Mary Lou worked for 8 years
with Charter Behavioral Health Systems, where she designed
and managed two call centers in Texas and Georgia. In
addition to supervising the infrastructure support including
quality improvement, human resources, training and the IT
help desks. She has a bachelor's degree from the University
of Texas at Austin and ITIL certification in IT Service
Management. |
2:00 - 2:45
Technology
Track |
Case Study:
Help Desk Technology Selection and Design
Lloyd White,
Michaels Stores
When its existing help desk system
couldn’t provide the stability it needed, Michaels began
searching for a new solution. At the time, Michaels faced
two primary issues: product reliability and the ability to
customize the application to Michaels’ unique needs and to
provide end-user ease of use. They wanted an application
with the customizability to meet their work flow process and
with a price to fit their budget. |
2:00 - 2:45 &
3:00 - 4:00
Business
Strategies Track
|
Best Practices - Putting ITIL
and CobIT Theory to WORK-shop
(Extended Session)
Greg Charles, CA
(This is
NOT a vendor presentation. Greg was rated one of the top 3
best speakers in our last event and knows ITIL better than
most do who do ITIL in the industry. This is due to
his extensive time working in the industry.)
This Best Practices Theory workshop is based upon both ITIL
and CobIT education and participation in a simulated
real-world scenario. During the workshop, students will see,
discuss, and experience the benefits of applying ITIL and
CobIT best practices while at the same time learning the
basic principles of ITIL and CobIT, the relationships
between processes, the different roles and the best way to
implement these best practices into their organization.
Attendees will follow the ITIL and CobIT best practice
processes to react to a real-world scenario and design,
implement, evaluate and improve their own best practice
based processes.
Benefits of Attending
-
Translate ITIL and CobIT theory
into practice
-
Recognize and understand the ITIL
and CobIT processes
-
Exploit the benefits of the
relationships and dependencies between processes
-
Apply, evaluate and improve ITIL
and CobIT based processes within a simulated environment
-
Recognize the role and
responsibilities of a process manager
-
Focus process improvement
initiatives aimed at realizing a set of Key Performance
Indicators
-
Identify bottlenecks and
improvement needs in your own organization
Meet the
Speaker:
Greg
Charles, Ph.D., is an Area-wide Principal Consultant at CA.
Greg is in constant demand across the entire U.S. and Canada
as a speaker and consultant on the topic of IT Service
Management. Since joining CA in 1998, he has continually
been focused on meeting clients' business challenges through
CA's Management solutions on both distributed and mainframe
platforms. Currently, Greg is the lead for CA's ITIL, Best
Practices, and Compliance practices for the Western United
States. Greg has been an IT professional since 1981, and
holds a Ph.D. in Business Ethics, attained after completing
his undergraduate studies in Information Technology. |
2:45 - 3:00 |
REFRESHMENTS |
3:00 -
4:00
Leadership
Track
|
Stress
Management
Brad Worthley, Brad Worthley
International
Improving work performance and employee
morale comes with finding balance in your personal and professional
life. You cannot help others if you are not able to take care of
yourself, so learn how to take better care of your emotional, physical,
spiritual and intellectual needs. You will get step by step instructions
on how to create more time in your day and live a more stress free life.
Learn how to:
-
Reduce chaos in your life
-
Reduce stress
-
Increased employee performance
-
Increased employee retention
Take Aways:
Reducing Chaos, Motivation to
Change, Prioritizing Yourself, 12 Categories to Balance, Why we get out
of Balance, Seeing the Big Picture, Celebrate the Small Victories.
Meet the
Speaker:
Brad Worthley is an accomplished
business consultant with over 31 years of management
experience. He is also an internationally acclaimed
leadership and customer service expert who has trained
hundreds of thousands of people in a wide range of
industries throughout the world.
Brad teaches businesses how to consistently build
and retain both customer and employee loyalty by changing their culture
and not just their people. Brad is an author, consultant and trainer
working with small and medium size companies, and some of the largest
corporations in the world. In his spare time,
Brad has volunteered as a youth soccer, baseball,
and basketball coach for the last 15 years, and he volunteers weekly at
a domestic violence shelter where he works with children. He has a
19-year-old son in the Army who is currently in Iraq flying unmanned spy
planes in an effort to protect our troops. |
3:00 - 4:00
Technology Track
|
Trouble-Shooting 101: Effective Information Gathering (Case
Study)
Martha Lundgren,
Texas Association of School Boards
Help desk analysts are
constantly challenged with unique and complex problems to
solve with and on behalf of their customers. Successful
analysts use troubleshooting methodologies that insure they
arrive at the best solution quickly and efficiently. This
interactive session teaches simple, proven, powerful
information gathering techniques that reduce trial and error
and yield solutions more quickly and easily in any support
environment.
Benefits of Attending
-
Apply the 5 Key Questions to solve
challenging problems more efficiently and confidently
-
Recognize the customer’s real
issue rather than just hearing the stated problem
-
Accurately narrow the set of
possible problem sources
-
Resolve more complex incidents and
problems quickly and efficiently
-
Improve communications with Tier 2
and 3 support
Take Away:
Managers, trainers, team leads
and technicians themselves will take home a turnkey method
for teaching and institutionalizing an effective
troubleshooting technique.
Meet the
Speaker:
Martha
Lundgren is Department Director of the Information Center of
the Texas Association of School Boards. She and her team are
responsible for all hardware and software purchasing,
installation, support and training for 450 staff members.
Mrs.
Lundgren has more than 20 years of direct customer service and training
experience in the hotel, airline, consumer electronics and technical
support industries and has won several awards for customer service
excellence. |
4:30 - 5:15
Business
Strategies Track |
Best Practices - Putting ITIL
and CobIT Theory to WORK-shop (Extended Session)
Greg Charles, CA
|
4:00 - 6:00 |
WINE AND
CHEESE RECEPTION,
VISIT EVENT PARTNERS, AND WIN PRIZES TOO! |
TUESDAY,
SEPTEMBER 26th, 2006
|
Track Title |
Lessons on Leadership
Developing and Elevating
Solid Leadership Expertise
Leadership |
High Touch Solutions
Developing Individual Talent to Create High Performers
People |
High
Tech Solutions
Advanced
Technology & Insights into Industry Trends
Technology |
Business
Strategies
Best Practices in ITIL, Six Sigma, COBIT, Outsourcing, and
Consolidation
Process |
8:00 - 8:50 |
MASTERMIND
SESSIONS WITH
CONTINENTAL BREAKFAST
Mastermind Sessions & Continental
Breakfast
(sessions may
vary depending on attendee interests)
Workforce Management, Customer
Service, VoIP, Self-service, Strategies for Calming
Difficult People, Stress Management, ITIL, Inspiring on a
Shoestring Budget, Customer Satisfaction Surveys |
9:00 - 9:50
|
FEATURED KEYNOTE: "Take a Step
Beyond...." Mike Rayburn, "The World's Funniest Guitar
Virtuoso"
In his inspiring keynote, “Take A Step
Beyond…!” Mike Rayburn does what no other presenter can do.
Not only is Mike Rayburn a world-class guitarist and
stand-up comedian, he is an authority on personal
development and human potential. In this totally unique
presentation Mike uses his guitar and comedy to illustrate
three, simple, powerful tools everyone needs and anyone can
use to leap beyond their perceived limitations. These are
the tools which took Mike from playing for seven people in a
bar in Virginia to standing ovations at Carnegie Hall. They
work. For anyone. And everyone. Always.
Benefits of Attending
It is one thing to say that something
is true. It’s completely another to actually prove it right
there on stage. That is just what Mike Rayburn does. You
will leave Mike’s program energized, entertained, and
totally inspired to take on new challenges! (Oh, and you’ll
laugh so hard it hurts).
Meet the
Speaker:
Mike Rayburn is an award-winning speaker and entertainer with a
truly unique presentation. Known as the Worlds’ Funniest Guitar
Virtuoso, Mike uses his astounding guitar creations, uproarious
songs and presentation skills to encourage, challenge and
inspire his audiences to step beyond their perceived
limitations. Mike draws from a wealth of life experiences as an
adventurer, comedian, published songwriter, author,
philanthropist, and father, to deliver a keynote presentation
which is completely energizing and entertaining.
Featured in Newsweek, USA Today, Billboard, Gig, and on the
nationally acclaimed and syndicated “Bob and Tom” radio show,
Mike has received standing ovations at all 8 of his Carnegie
Hall performances. He is the only entertainer ever voted
“America’s Campus Entertainer of the Year” 3 out of 4 years in a
poll of more than 5300 colleges nationwide.
In 2006 Mike was nominated Speaker of the Year by American
Entertainment Magazine and was featured on the cover of
Successful Meetings Magazine as one of the top 26 speakers of
2006! |
10:00 - 10:45
Leadership and People
Track |
Change
Management
Pending details coming from speaker |
10:00 - 10:45
Technology Track |
Knowledge
Management (Case Study)
Jerry Rice, Washington Mutual
Pending
details from speaker |
10:00 - 10:45
Business
Strategies Track
|
ITIL in
Use at REI (Case Study)
Dave Stockwell, REI
ITIL the process, ITIL the
theory, ITIL the policy. But what about ITIL the actual
implementation? While the Europeans have been doing this for
years, it is all very new here in the states and actual
examples are still hard to find. Join Dave Stockwell from
Recreational Equipment Inc. as he walks you through the last
3 years their ITIL implementation. Holding nothing sacred,
Dave will tell you what worked, what didn't, what they'd
repeat and what they'd change as he discusses, training,
consultants, vendors and adoption. This will be one very
full hour you don't want to miss.
Meet the
Speaker:
Dave Stockwell is the Service Desk
Manager for Recreational Equipment Inc (REI) where he and
his team are responsible for supporting all 9000 employees
across 100+ stores, 5 different operating systems, AS400's,
iSeries, Linux, Mac and a little thing called Windows.
Living the REI life he is also a mountain biker, hiker,
kayaker as well as a musician with a penchant for
over-reaching his talent in a search of the ultimate bass
riff.
Dave's eight years in the support
industry combined with an exuberant style, unending energy
and enthusiasm along with his exemplary leadership skills,
motivates his staff to do extraordinary work with a limited
budget. As an experienced speaker, Dave is known for his
engaging, thought provoking, style. With an eye to the
future, Dave presents proven ideas that you can use right
now in your own Help Desk with little to no budget. |
10:45 - 11:00 |
REFRESHMENTS |
11:00 - 12:00
Leadership
and People Track |
Twenty-Six Nuggets You
Must Know About Hiring, Firing, and Inspiring Your Agents
Michael
Callahan, Microsoft
Perhaps
no other management challenge is more vexing than the
magical mix of intuition, pragmatism, science and emotion
that go into hiring and retaining great talent, and
identifying and separating individuals who aren’t providing
valuable contributions to your team and its goals.
As befits
such a left-brain, right-brain experience, this session will
mix analysis of recent call center hiring and retentions
strategies, compelling leadership anecdotes about the value
of intuition, and thoughtful guidance to help you identify
potential, empower the valuable, celebrate the extraordinary
and quickly but humanely let go of those whose strengths or
inspirations lay elsewhere.
This
highly interactive session will
-
Enlighten you to the five most important questions you
should ask every agent candidate
-
Enumerate the six hidden messages you can find in every
resume
-
Inspire you with the four most amazing ways to celebrate
individual success in a way that engenders excitement,
not envy
-
Illuminate the eight early behaviors you can identify in
new hires and what they mean for the short- and
long-term and
-
Humor
you with three inspiring lessons about “lost causes”
that will teach you to always look three times at an HR
situation: once with intellect, once with intuition and
once with a gambler’s mentality
Take Away:
In
addition to the 26 Nuggets, each attendee will receive a
cheat-sheet analysis of several recent national call center
hiring surveys, a booklist of valuable resources for you and
your managers, and a copy of the three inspiring “lost
cause” lessons to keep you and your managers inspired.
Meet the
Speaker:
An
award-winning playwright, performer and published author,
Michael Callahan is the Senior Support Program Manager for
Hotmail, the world’s most popular web mail service with 260
million customers. His twenty-one year career in Help Desk
and Customer Service Management has included the
stratosphere (as the customer liaison for the Strategic
Defense Initiative (“Star Wars”) with IBM), the city (as the
designer of the most popular municipal publishing software
program in history) and the mainframe (as support and
customer service manager for the Attachmate Corporation).
In 2006, Microsoft awarded Michael with one of 20 annual
“Great People, Great Performances Awards” for his
outstanding contribution, which resulted in historic
Customer Satisfaction scores and cost savings of $1 million
dollars for 2006. |
11:00 - 12:00
Process Track |
Remote Monitoring and Call Recording
Ronnie Mize
Pending details from speaker |
11:00 - 12:00
Business
Strategies Track
|
Today's
Winning Practices and Tomorrow's Directions in Government
Customer Support
Daryl Covey, NEXRAD
This interactive session will
premiere the new white paper on "winning practices" from
this year's Government Customer Support Award nominations
and share the insights of the new strategic Cgov model for
21st Century Government's customer support. You can review
the basics of the Cgov model in advance of the session at
www.fedhelpdesk.osf.noaa.gov.
Join us to learn more about
Government's newest directions in supporting customers, and
bring your experiences to share!
Benefits of Attending
-
The most effective new ways in which Federal, state, and
local agencies are supporting their customers
-
Creative approaches to ensuring a high performance
customer support staff in a knowledge-centered culture
of service
-
A global framework for supporting Government's customers
in today's evolving public sector service paradigm
Meet the
Speaker:
Daryl
Covey manages the NEXRAD Hotline which supports a global
network of advanced Doppler weather radar systems for the U.
S. Departments of Commerce, Defense, and Transportation.
During his tenure, the Hotline staff has been recognized
with the U. S. Department of Commerce Customer Service
Excellence and Silver Medal Awards, the Vice President's
Hammer Award, and the Federal Agency Excellence Award from
Government Computer News.
As
a longstanding advocate for progressive customer support in
the public sector, Daryl facilitates the Government Customer
Support Community of Practice and it's annual Government
Customer Support Excellence Awards, edits the Government
Customer Support News monthly eletter, chairs the annual
Government Customer Support Conference, serves periodically
as an invited advisor to government agencies on contact
center initiatives, and is regularly interviewed by
Government Computer News, Federal Computer Week, Federal
Technology, Government Executive Magazine, and other
publications for articles on public sector customer support.
Recently he served as co-chair and primary facilitator for
the Citizen Service Level Interagency Committee convened by
the General Services Administration to create uniform
customer service level guidance for all Federal agencies.
Daryl is a graduate of the Universities of Oklahoma and
Wisconsin as well as the Federal Executive. |
12:00 - 1:30 |
NETWORKING
LUNCHEON and VISIT EVENT PARTNERS |
1:30 - 2:20 |
Keynote
Panel Discussion: Developing
Young Leaders
Ivy Meadors moderates an
interactive discussion with Millennial panelists (Gen Y)
Do you have employees or teenagers
ranging in age from twelve to twenty-five who are aspiring
leaders? The Millennials, commonly known as "Generation Y",
are the next most likely leaders of our corporations and
government agencies. It is important to know how to
effectively help prepare and develop these young minds for
their future potential.
This is a rare opportunity to hear what is in the
minds of young adults in an open forum to explore what it takes to
develop young leaders from the Millennial Generation. The panelists,
ranging in age from seventeen to twenty-four, will explore mentoring,
behavioral styles of the different generations, communication
considerations, and leadership techniques that are the most effective
for the Millennials.
You will hear specifics and statistics about the
different Generations and receive many resources. We will encourage
audience participation for a highly interactive, thought-provoking and
stimulating discussion.
Benefits of Attending
-
Understand what is in the minds and how the Millennials
think
-
Learn
what motivates the younger generation and get ideas you
can use now
-
Hear
ways you can increase the productivity of your team
-
Experience a rare opportunity to hear how Millennials
view leadership and understand their career aspirations
Take Away:
Handout of resources for
developing young leaders. Also Eric Chester's book,
"Getting the Frontline to Give a Damn" will be available to
purchase at a reduced discount.
|
2:30 - 3:15
Leadership and
People Tracks
|
Outsourcing from A to Z – Using 3rd-parties to Handle Help
Desks and Consumer Support
Bill Price, Driva Solutions
There are more and more options
for help desk and consumer support from 3rd-party
specialists, both onshore and offshore from the US, some
using agents at home and others on Indian reservations,
traditional call centers, or even prisons. In this session,
former Amazon.com Global VP Customer Service, Chair of the
Global Operations Council, and contact center consultant
Bill Price will describe how outsourcing works “from A to Z”
including determining what to outsource, where to go, and
how to make it work.
Benefits of Attending
-
Outsourcing cost savings
and operational advantages
-
Finding the
right outsourcing partner
-
Integrating
3rd-parties into home company processes
Meet the
Speaker:
President, Driva Solutions, and first
Global VP of Customer Service, Amazon.com Bill Price was named one of
the first wave of “Call Center Pioneers” in 1997 and has continued to
innovate since then. Bill has over 26 years in the services business
starting with strategic consulting with McKinsey & Company, CFO for a
start-up IVR service bureau, VP & General Manager for four business
units at MCI, and then almost 3 years as Amazon’s first Global VP of
Customer Service. Since leaving Amazon in late 2001 to form Driva
Solutions, Bill and his team have served more than 50 clients in the US,
UK, Thailand, Japan, and Australia.
|
2:30 - 3:15
Technology Track
|
State of the Industry
Patrick Bultema
At
exactly the point where your cost are the highest, and the risks
and opportunity costs peak, your staff go completely
disconnected from the quality processes and systems that have
made you successful. They’re dealing with a critical problem at
a remote retail site, or fixing a piece of critical medical
equipment, or at the desk side of a senior executive across your
corporate campus. And how can you possibly fulfill your service
level commitments when your staff in the field go “un-tethered”
at these critical moments. The truth is, this mobile gap is one
of the ugly secrets of our industry. Join us for this
eye-opening session that will both detail the mobile dilemma in
most service operations, provide insights for addressing the
mobile gap with examples for several different companies, as
well as help you understand how you can leverage the mobile
devices your staff already have in their hands.
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 recognize
as one of the premier experts on the business of support. |
2:30 - 3:15
Business
Strategies Track
|
Are you
Chatting and /or Using Instant Messaging Yet? Case Study
Judy Hogan,
Federal Aviation Administration
Are your customers tired of waiting for resolutions? Do you
want to increase customer satisfaction? Find out what the
Federal Aviation Administration's Customer Support Center
located in Oklahoma City does to increase customer
satisfaction. Share what 'Chat' or 'Instant Messaging" tool
your help desk uses for the benefit of all attendees.
Benefits of
Attending
-
Learn what works
for our help desk.
-
Learn what other
help desk are using.
-
Share what you are
using.
Take Away:
First hand examples of successful use of chat and messaging.
Meet the
Speaker:
Judy has 40 years of experience in Information Technology.
She has a wide variety of experience in private industry and
she has worked at the city, state, and federal levels of
government. She has worked in the newspaper and insurance
businesses; and, she was the Systems and Programming Manager
for a manufacturing company located in Oklahoma City that
had five remote plants. Judy has worked for the Federal
Aviation Administration at the Mike Monroney Aeronautical
Center in Oklahoma City since 1990. She has served in many
positions at the FAA including software development,
mainframe security, process improvement, and quality
assurance. Currently, Judy is serving Contract Officer
Representative for the Customer Support Center (CSC). She is
also the Program Manager for the help desk software Axios
assyst. "Happy" customers are a high priority for Judy no
matter what position she is serving. The CSC provides Level
1 “first point of contact” support to over 24,500 customers
worldwide; and growing every day.
|
3:15 - 3:30 |
REFRESHMENTS |
3:30 - 4:20
Leadership
Track |
How to Be
a Mentor/Coach and Design an Effective Mentoring/Coaching
Program
Pending
details from speaker |
3:30 - 4:20
People Track |
Everything I Know About
Customer Service I Learned From Writing Plays
Michael Callahan,
Microsoft
What do
playwrighting and the theater have to do with world-class
customer service? What can an award-winning playwright and
performer teach you about the power –and the peril – of
technology?
How can a
guy who knows stage drama help you master the art of
employee drama?
Highly
entertaining, compellingly real and human, but deeply
invested in science and data analysis, this session will
help you find the universal truths in managing your customer
relationships.
If you
attend this session, you’ll
-
Learn
that the words are the way, and how you write equals how
well you support customers
-
Find
out how transparency – even in your weakest moments –
engenders faith and confidence in your customers
-
Learn
how to balance the scope of massive support incident
volumes with the personal touch every customer wants and
deserves
-
Be
able to identify technologies that serve you (as opposed
to vice versa)
-
How
to build the right reports and the right metrics to
communicate your Customer Service success to your
management
Take Away:
Each
participant will receive a valuable 8-step guide to powerful
customer service
Meet the
Speaker:
An
award-winning playwright, performer and published author,
Michael Callahan is the Senior Support Program Manager for
Hotmail, the world’s most popular web mail service with 260
million customers. His twenty-one year career in Help Desk
and Customer Service Management has included the
stratosphere (as the customer liaison for the Strategic
Defense Initiative (“Star Wars”) with IBM), the city (as the
designer of the most popular municipal publishing software
program in history) and the mainframe (as support and
customer service manager for the Attachmate Corporation).
In 2006, Microsoft awarded Michael with one of 20 annual
“Great People, Great Performances Awards” for his
outstanding contribution, which resulted in historic
Customer Satisfaction scores and cost savings of $1 million
dollars for 2006. |
3:30 - 4:20 &
4:30 - 5:15
Technology Track
|
VoIP
and The Help Desk Professional (Extended Session)
Peggy Gritt, VoIP Institute
Do you have
your San Antonio spurs on? Better get some - because we are
going to DIG IN to VoIP!!! VoIP is in the help desk, around
the help desk and supported BY many help desks. It is
literally EVERYWHERE. Now you can learn what you need to
know to influence requirements, understand the discussions,
and better support your operations with it. This workshop is
2 hours to give enough time to beginners and many nuggets
and planning concepts to those who have a heads start. We
promise to keep this workshop fast moving – but targeted at
your help desk needs.
Benefits of Attending
-
Learn the fundamental approaches to VoIP and where your
organization fits
-
Jump start your own requirements
-
Get a comprehensive viewpoint into the planning process for
your network
-
Learn the key terms and impress your boss
-
Be better prepared to understand the value to your help desk
organization
-
Understand the basics of security concerns
-
Value to the Help Desk professional
-
VoIP is coming and your help desk WILL be impacted by it –
understand the terms
-
Take back valuable planning tools and concepts to your
organization to drive better processes
-
Be proactive with your IT group related to VoIP and the
impact on the help desk
Value to the Help
Desk professional:
-
VoIP is coming and
your help desk WILL be impacted by it – understand the
terms
-
Take back valuable
planning tools and concepts to your organization to
drive better processes
-
Be proactive with
your IT group related to VoIP and the impact on the help
desk
Take Away:
The
presentation is written as a guide with notes so that you
have a complete picture of the VoIP planning process and key
issues.
VoIP Institute – Reality Check Guide:
VoIP Requirements Planning (checklist included)
Meet the
Speaker:
Peggy is the
CEO of the VoIP Institute, Inc., an international
organization to bring together users and potential users of
VoIP to share case studies, best practices, and management
information. She has 17 years background in converged voice
and data technologies with a particular focus in IP contact
center. She also has her own consulting practice.
|
3:30 - 4:20
Business
Strategies Track
|
Guerrilla Service Desk: Tips and Tricks for the Shoe String
Budget (Case Study)
Dave Stockwell, REI
Every Help Desk must perform
the same functions regardless of size, staff levels or
technology. But what do you do if you don't have the budget
of the big shops? Do you flounder or do you survive? Dave
Stockwell's years of experience and creative problem solving
have led him to develop tools and tactics that allow even
the smallest Help Desk perform like they have a 7 figure
budget. Knowledge Managment, Self Service, Metrics and more
can all be had with a few basic survival skills. With Dave
on point, you will walk away with real tools you can
implement immediately upon your return to your own Help Desk
camp.
Meet the
Speaker:
Dave Stockwell is the Service Desk
Manager for Recreational Equipment Inc (REI) where he and
his team are responsible for supporting all 9000 employees
across 100+ stores, 5 different operating systems, AS400's,
iSeries, Linux, Mac and a little thing called Windows.
Living the REI life he is also a mountain biker, hiker,
kayaker as well as a musician with a penchant for
over-reaching his talent in a search of the ultimate bass
riff.
Dave's eight years in the support
industry combined with an exuberant style, unending energy
and enthusiasm along with his exemplary leadership skills,
motivates his staff to do extraordinary work with a limited
budget. As an experienced speaker, Dave is known for his
engaging, thought provoking, style. With an eye to the
future, Dave presents proven ideas that you can use right
now in your own Help Desk with little to no budget. |
4:30 - 5:15
Leadership
Track
|
Work At
Home – Will this hot trend work for my operations?
Bill Price, Driva Solutions
With “brick and mortar” and commuting
costs rising, and new IP and desktop technologies advancing,
many companies are taking another look at “telecommuting” by
applying it to help desk support, for both internal
employees and end users. Will this hot trend work for your
operations? In this session, former Amazon.com Global VP
Customer Service and contact center consultant Bill Price
will describe how the work from home process works, profiles
the economics to consider, and tees up where it makes the
most sense to apply.
Benefits of Attending:
- Work at home costs and other
advantages
- Risks with mitigation
- How to pitch work at home in
your company
Meet the
Speaker:
President, Driva Solutions, and first
Global VP of Customer Service, Amazon.com Bill Price was named one of
the first wave of “Call Center Pioneers” in 1997 and has continued to
innovate since then. Bill has over 26 years in the services business
starting with strategic consulting with McKinsey & Company, CFO for a
start-up IVR service bureau, VP & General Manager for four business
units at MCI, and then almost 3 years as Amazon’s first Global VP of
Customer Service. Since leaving Amazon in late 2001 to form Driva
Solutions, Bill and his team have served more than 50 clients in the US,
UK, Thailand, Japan, and Australia. |
4:30 - 5:15
People
Track
|
Achieve Excellent Levels
of Customer Service Thru Performance Management
Donna Earl,
Help Desk Coach
In this
workshop, you’ll learn the best coaching techniques for
coaching your team and team leaders. Donna Earl, the Help
Desk Coach, will share case studies, do’s and don’ts and
strategies for bringing out the best performance from your
agents. From specific guidelines for positive rewards, to
coaching steps for poor performers, this session will help
you gain consistent performance that generates positive
customer feedback.
Attend this session and you will learn:
-
5 things
every agent needs to perform optimally
-
How to keep
positive rewards positive
-
Early signs
of potentially poor performance
-
Coaching
steps to address performance issues
-
How to use customer
feedback as a coaching tool
Meet the
Speaker:
Donna is
an internationally recognized speaker, business educator and
consultant, executive coach and author. Since 1986 her
international consultancy has helped organizations
strengthen leadership effectiveness, customer loyalty,
customer retention, and employee productivity.
She is published expert on Customer
Service and Management Effectiveness. The fresh insight,
emotional intelligence and strategies she brings to seminars
on Management Skills and Customer Service transform
organizational and employee performance. She has presented
to over 200,000 worldwide, and is recognized as the ‘Help
Desk Coach’.
Donna is a faculty member of the
American Management Association in the US and the UK, is a
professional member of the National Speakers’ Association,
the International Customer Service Association, the UK
Institute of Directors, and is a professional associate of
Oxford College business consulting unit.
Twice a year, Donna teaches Emotional
Intelligence at a leadership program at Balliol College,
Oxford.
She was a contributing consultant to
Gartner Group’s research project on leading with emotional
intelligence. The Gartner Group executive report Leading
High Performance IS Teams acknowledges Donna and quotes her
work.
She was a contributing consultant to
the Wentworth Research (now Gartner Group) Publication
Introducing Call Centers. Her interview about scripting and
call guides was distributed with the publication.
Her seminars teach proven techniques,
and her credibility comes from the trenches - real world
experience in sales, marketing, customer service, and
management. Donna has the ability to translate best
practices into immediately usable techniques which transform
performance. Her skill based seminars have been developed by
interviewing and monitoring over 1,000 help desk agents and
managers to identify current challenges and best solutions. |
4:30 - 5:15
Technology
Track |
VoIP Workshop (Extended Session)
Peggy Gritt, VoIP Institute |
4:30 - 5:15
Business
Strategies Track
|
How to
Build an Actionable Service Catalog
Char LaBounty, LaBounty and
Associates
There is a lot being written about the
need for Business Alignment, as a matter of fact, it’s one
of many CIO’s top priorities for this year. In order to
achieve this, one of the key components is for IT
organizations to truly understand and publish what their
products and services are, and to commit to service levels
delivered in a timely and cost effective manner. Now, couple
that with the recent increased interest in the ITIL
framework there has been a great deal of discussion on the
importance of developing a Service Catalog. To many IT
organizations this is a new concept. However, when you think
of yourself as the consumer, would you order new furniture
or an appliance without knowing the costs, the various
levels of warranty, or the dimensions? Probably not.
Simply put, a Service Catalog is a key
component of Service Level Management. Without it, you have
no way of identifying the products and services you are
providing to your customers, the support groups that are
relied upon to deliver them in a unified fashion, the
timeframes to deliver them and at what costs.
One case in point: like many IT
organizations, a US based company has adopted the ITIL
framework to improve operational efficiency and attain
higher service quality. As a foundation for defining
standard services and communicating with the business, this
company determined that the service catalog was critical to
the success of its ITIL initiative. This company also
discovered that the catalog offers a way to market available
services, standardize service fulfillment processes,
establish achievable service levels, determine associated
costs and manage performance.
While the ITIL framework advocates
that IT organizations produce a service catalog, it doesn’t
provide concrete recommendations on how to build and
implement one. This session will address that gap.
Meet the
Speaker:
Char
LaBounty is founder and President of LaBounty & Associates,
Inc., a service management consulting firm focused on the
growing field of customer support services, dedicated to
providing quality technology support practices that enhance
client’s business initiatives. Char is one of the preeminent
experts on the development and deployment of Service Level
Management throughout the IT Enterprise and writes and
speaks extensively on the subject, throughout the world.
Prior to
her current position, she was the Director of the Membership
Services Division for the Help Desk Institute. Char joined
the Institute from Disney Worldwide Services where she was
head of the Business Services Division. As Vice President of
the Customer Relations Group for Norwest Corporation, Char
was responsible for establishing their two Support Center
organizations, as well as managed all disciplines associated
with customer training, implementation, marketing, support,
and corporate acquisitions.
Char has
authored several books and published industry research on
outsourcing and published many articles on the topics of
technology service and support. Char is a much sought after
speaker at technology and service and support events around
the world, and has dedicated her career to providing sound
customer service practices. Char is the current chairperson
emeritus to the HDI Strategic Advisory Board. |
WEDNESDAY,
SEPTEMBER 27th, 2006
|
Notes: (CS) = Case
Study
Vendor presentations
are not sales presentations - these speakers were hand-picked for their
topic expertise and advanced presentation skills
Track Title |
Lessons on Leadership
Developing and Elevating
Solid Leadership Expertise
Leadership |
High Touch Solutions
Developing Individual Talent to Create High Performers
People |
High
Tech Solutions
Advanced
Technology & Insights into Industry Trends
Technology |
Business
Strategies
Best Practices in ITIL, COBIT, Outsourcing, and
Consolidation
Process |
9:00 - 10:00 |
MASTERMIND
SESSIONS WITH
CONTINENTAL BREAKFAST
Mastermind Sessions & Continental
Breakfast
(sessions may
vary depending on attendee interests)
Workforce Management, Customer
Service, VoIP, Self-service, Strategies for Calming
Difficult People, Stress Management, ITIL, Inspiring on a
Shoestring Budget, Customer Satisfaction Surveys |
9:00 - 10:00
Leadership
Track |
Catching Lightning in a
Bottle: Harnessing the Power of Young Minds
James Smith,
Management Consultant
If you want to learn the newest, latest
and greatest technology, ask a teen-ager! Today’s youth are the
first generation of already skilled and, to some degree,
experienced workers in the predominant area of employment
today…Information Technology. Their skills in this area are
vastly superior to us baby boomers to whom technology changes at
a pace that, to us, seems at warp speed and though we try, have
difficulty keeping up. This is the worker pool from which
tomorrow’s leaders will be selected. We need to learn to
understand it, accept it, and mentor this natural resource to
become the best it can be. Their future depends on us!
- To gain a better understanding of
what motivates young leaders.
- To better understand the
definition of success for young leaders.
- Learn effective strategies to
foster and build confidence without ego.
- Learn effective strategies to
foster both individual and group achievement.
- Discuss issues of responsibility
and accountability of decision-making.
Meet the Speaker:
James E. Smith,
Management Consultant – James has over 20 years of experience in
working with and training young leaders between the ages of 13 –
18 in various disciplines. James uses his background and
experience in coaching individual and team sports as a basis for
his ideas and the strategies employed to develop and get the
best from young people. He will share real life experiences in
dealing with this volatile age group to show how we can
successfully catch “lightning in a bottle”. |
9:00 - 10:00
People Track
|
Washington State Medical
Assistance Customer Service Center: Working with the
Helpdesk to Improve Performance
Seanna Sams, Washington State
Department of Social and Health Services
Call center performance is critically impacted by technology. A
partnership with the IT Helpdesk can bring a wealth of
opportunity for improved performance. Just using the helpdesk
when problems arise is not enough. Does the Helpdesk understand
the uniqueness of a call center? Does the call center understand
the technical language and challenges the Helpdesk faces?
Sharing common challenges and differences can begin to build
trust and success for both areas. In this study, the call center
developed a plan to improve its relationship with the Helpdesk
which resulted in improved performance in the call center.
Benefits of Attending:
- What can the helpdesk gain?
- Are there common performance measures?
- Can there be a collaborative approach?
- What is unique about call centers?
- Are there misconceptions?
Meet the Speaker:
Seanna Sams is the Operations Manager for the Medical Assistance
Customer Service Center, a call center for Washington State’s
Medicaid program. This call center handles over 300,000 phone
and 70,000 non-phone contacts a year. The primary role of the
center is to assist clients in navigating the complex Medicaid
system to receive necessary medical and social services. The
center also assists medical providers with billing issues and
policy clarifications. In an environment known for limited funds
and resources, Seanna is most known for her creative ability to
“do more with less.” She has lead numerous teams in process
improvements that met agency goals of increased production and
timeliness. This resourcefulness has lead to numerous awards and
consultations throughout government. |
9:00 - 10:00
Process Track
|
How to
Benefit from Using
Dashboards in the Help Desk
Scott Kelly,
Symon Communications
This is
not a vendor presentation. Scott will explain how to
use dashboards no matter what product you have or purchase
in the future.
This
session is designed to show how dashboards
monitor key transactional data in real time, enabling Help
Desk Managers to respond immediately to improve performance.
Learn how companies use dashboards to make decisions and
take corrective action - right from within the dashboard.
Benefits of Attending:
-
Optimize case handling times and balance employee
workloads with real-time monitoring of call and email
queues.
-
Examine data from multiple transactional systems with a
single, unified view.
-
Employ best practices around alerts and metrics with
pre-built discovery visualizations for operations,
time-to-red, and call resolution management.
-
Empower helpdesk managers to set metrics and monitor
operations.
Take Away:
Gain a better understanding of
how dashboards can benefit your help desk environment and
learn simple steps to begin the process of creating
dashboards.
Meet the Speaker:
Scott Kelly is a Regional Manager for
Symon Communications and has over thirteen years experience
working with Help Desk and Contact Center environments.
Scott is passionate about the Help Desk and Call Center
industry. His commitment is demonstrated by his volunteer
efforts delivered to the two industry user groups Help Desk
Northwest and the Northwest Call Center Professionals, which
he co-founded with Ivy Meadors and Lisa Zerda. He is the
Treasurer for the two groups and also performs a multitude
of other tasks in the organization.
Help Desk Northwest and the Northwest
Call Center Professionals have become the largest non-profit
user groups in the United States with almost 1000 members.
The organizations are devoted entirely to the Help Desk and
Call Center industry and are run by a team of volunteers.
Scott's advanced sales skills and intimate understanding of
our industry has made it possible to run the organizations
with sponsorships forming the basis of revenue so all
members can attend for no fee.
Scott's advanced expertise in the
workforce management area, using system monitors of call
queues and dashboards for monitoring and managing the team's
workload balancing makes him a perfect candidate to teach
the value of using dashboards in the help desk. His
exposure to so many companies in the Northwest affords him
real world examples to share in his presentations.
|
9:00 - 10:00
Business
Strategies Track
|
Securely Supporting
Anyone, Anywhere
Joel
Bomgaars,
Network
Streaming
Most help desks are under-equipped
to meet the new support demands that a distributed, mobile
workforce is making. The help desk is left facing today’s
support challenges with yesterday’s support tools. Support
tools like LAN-based remote control may work well inside the
confines of the company’s network, but what about across the
internet? As workers become more mobile, the help desk must
find a way to keep workers supported and productive no
matter where they are. The process of finding solutions for
this problem is complicated by the constraints placed on the
organization by federal regulations – dictating stricter
controls on how, whom and where corporate data is
transmitted. So what route should the help desk take? How do
implement remote control technology to support a
distributed, mobile user base while still maintaining strict
data security and a thorough audit trail?
The speaker will discuss the
changing needs of enterprise remote control technology –
beginning with the high level trends that are pushing
themselves via the needs of the end-user into the IT help
desk.
Benefits of Attending:
-
Learn
how to implement incident-based remote control
technology without compromising network compliancy or
security
-
Increase the IT department’s help desk efficiencies and
ROI
-
How to
simplify the incident resolution process?
-
How to
maintain help desk security?
-
How to
support users anywhere in the world?
-
Analyze
current remote control technologies to uncover
inefficiencies.
-
Understand the regulatory environment and how to
achieve/deploy incident-based remote control technology
that will raise efficiency while maintaining regulatory
compliance
Take Away:
The audience will learn how to
navigate the changing needs of enterprise remote control,
while understanding how
to structure a help desk that can deal with the increase of
the mobile workforce and the rise in security and compliance
concerns.
Meet the Speaker:
An IT support expert, Bomgaars honed
his computer networking skills as a senior systems engineer
for Business Communications, Inc. (BCI) prior to founding
NetworkStreaming in 2003. At BCI, Bomgaars developed a
remote control application that enabled him to provide
technical support from anywhere in the world. Additionally,
Bomgaars worked on networking IT infrastructures while
spending 7 years in the Mississippi Air National guard.
Bomgaars has presented at several
industry conferences including HDI and DEMO. A graduate from
Belhaven College, Bomgaars holds a degree in Business
Administration as well as 16 network engineering
certifications. |
10:00 -
10:15 |
REFRESHMENTS |
10:15 - 11:15
Leadership
Track
|
Master the Skills to Develop
and Deliver Advanced Presentations
Ivy Meadors, High Tech High Touch
Solutions
"People will consistently name
public speaking as their number one fear—right up there ahead of
spiders and death (Wallechinsky, 1977)."
Do you get a pit in your stomach
when someone asks you to speak in front of a group of people?
Do you spend hours, days, sometimes weeks preparing the
slides for your presentation? Are you still using clipart on
your slides? This is your opportunity to learn how you
can own the platform and deliver an exceptional presentation
with fewer jitters.
If you are an advanced speaker
or just starting out, Ivy will share techniques for
delivering your first or enhancing your hundredth
presentation. The information you will learn in this
session will contribute to your next presentation being
awesome and you will be confident in your delivery.
This is your opportunity to
learn from a professional speaker, qualified by the National
Speakers Association. Learn how you can own the platform and
deliver a memorable speech. Overcome the fear of speaking by
being fully prepared and understand how to "own the
platform."
Benefits of Attending
-
Key characteristics for the
room setup (atmosphere, equipment, music, visuals,
distractions).
-
Learn about movement,
appearance and positioning on the platform.
-
Gain ideas about what to wear
for different presentations and how your appearance is key
to the message.
-
Learn how to design excellent
slides - lose the clipart! (color considerations, layout,
use of transitions, etc.)
-
Hear how to increase or improve
audience interaction.
-
Understand what defines an
excellent speech.
Take Away:
Speaker resource handout loaded
with tips and techniques.
Meet the Speaker:
Ivy Meadors
is CEO and founder of High Tech High Touch Solutions, Inc., a
trade show producer and consulting firm specializing in help
desks and call centers. Speaker-consultant, Ivy Meadors, has
over 29 years of experience in call centers and help desks. She
is considered one of the industry’s most respected leaders and
is one of the top 5 most recognized names in the Help Desk
industry.
The owner
and producer of the Help Desk Professionals Conference and
the Government Customer Support Conference, Ivy is the sole
woman tradeshow / events company owner in our industry. Ivy
is also co-founder and President of the Northwest Call
Center Professionals Association and President of the Help
Desk Northwest User Group in Seattle.
Ivy
publishes the online newsletter, eSharings, has been
published in the top industry magazines and newsletters,
wrote a monthly column for Customer Interface Magazine,
received the IT Support News Award for being one of the “Top
25 Most Influential Professionals in the Service and Support
Industry”, Support Technologies awarded her with recognition
for being one of the greatest contributors to the Service
and Support industry, and she received the honor of being
one of the Top 10 Legends in the Help Desk Industry.
Ivy’s
presentations are rich with content and alive with humor and
real-life examples. You may not always agree with her
position but she will certainly challenge you to think of
things from a different viewpoint as she challenges the norm
and promotes the exceptional, and sometimes even unusual,
solutions. |
10:15 - 11:15
Technology
Track
|
The
Measurable Difference: Reality, Relationship, and Results
Dru Phelps, Benchmarkportal.com
A benchmark of
performance can quantify the question “Is your help desk concentrating
more on the internal cost efficiencies or effective quality results?”
This helpful session provides you with results from a balanced scorecard
of key performance indicators (KPI’s) that help to drive initiatives,
brand your center, reduce cost, and an industry favorite, expand your
knowledge base to allow for self-service capabilities.
Case studies from our
Certified Centers of Excellence within the BenchmarkPortal database,
developed by Dr. Jon Anton, Director of Research at Purdue University,
identify best process/practices. Finally, we discovery the levels of
‘service/support quality’ as applied in case study results on a
Performance Matrix.
Benefits of Attending:
-
Reality to balance efficiency
and effectiveness
-
Relationship to integrate
Performance, People, and Process
-
Results from YOUR RealityCheck
comparison to Tech Support/ Industry data
Take Away:
Act
NOW -Everyone receives a FREE RealityCheck at
www.BenchmarkPortal.com.
Simply enter your recent Help Desk data with promo code =
DRU for an immediate rating, $500 value.
Books
will be signed by author, available at the event booth! DruPhelps@BenchmarkPortal.com
Meet the Speaker:
Dru Phelps,
Vice President of Certification, conducts BenchmarkPortal's
validation of Centers of Excellence. From her book How to
Conduct a Call Center Performance Audit: A to Z, Dru shares
pragmatic expertise with 26 assessment tools. A distinguished
graduate from Purdue University and USC, advisor, client
partner, director, and speaker, Dru has been actively engaged in
220 Call Centers, and managed 12 corporate centers in Help Desk
Quality. |
10:15 - 11:15
Business
Strategies Track
|
Consolidation Case Study
Judy Hogan,
Federal Aviation Administration
How do you consolidate multiple customers when the who,
what, why, where, and sometimes “when” is already decided?
Your CIO informs you to that they want to only have one
national help desk for their Line Of Business for desktop
support. Your Director requires all internal small help desk
consolidated to one.
Application Managers approach you to be the first point
of contact so they can free up Subject Matter Experts for
more complex issues. Regional Administrator with multiple
Lines of Business desires one help desk for desktop support.
The Mainframe desires to have only one help desk number for
all customers including global customers. At this time,
consolidation is a major effort in federal government. Find
out the challenges and solutions that the Customer Support
Center at the FAA encountered.
Benefits of Attending:
-
Develop processes of repeatable steps for
implementation including gathering requirements, service
level agreements, operating level agreements, training, user
acceptance, etc.
-
Identify standard metrics for customers.
Take Away:
An SLA template, repeatable
steps document, and project management plan will be
distributed.
Meet the Speaker:
Judy has 40 years of
experience in Information Technology. She has a wide variety of
experience in private industry and she has worked at the city,
state, and federal levels of government. She has worked in the
newspaper and insurance businesses; and, she was the Systems and
Programming Manager for a manufacturing company located in
Oklahoma City that had five remote plants.
Judy has worked for
the Federal Aviation Administration at the Mike Monroney
Aeronautical Center in Oklahoma City since 1990. She has
served in many positions at the FAA including software
development, mainframe security, process improvement,
quality assurance, and currently the help desk.
"Happy" customers are
a high priority for Judy no matter what position she is
serving. Since October 1, 2001 she has served as Contract
Officer Representative for the Customer Support Center
(CSC). The CSC provides Level 1 “first point of contact”
support to over 24,500 customers worldwide; and growing
every day. |
11:30 - 12:30
|
The
Service Desk is Still About People!
Malcolm Fry, BMC
Software
Remember years ago when Knowledge
Technologies were going to eliminate Service staff? Well were still
here! Still proud to be providing great service to our customers. Sure
all of the technologies have helped and maybe reduced our numbers but
were are not going away not for some time yet no matter what some people
say. How we can continue prove our value is just one topic that Malcolm
will discuss but in this session Malcolm shamelessly flies the flag for
Service Staff people because it is about time somebody did! Learn and
feel good that is the aim.
Meet the
Speaker:
Malcolm Fry,
a recognized IT industry luminary with over 35 years
experience in Information Technology, serves as an
Independent Executive Advisor to BMC Software, and Remedy, a
BMC Software Company. Malcolm offers an unparalleled breadth
of knowledge and experience in IT business and technical
issues. Malcolm is the author of four best selling books on
IT service and support, he has had many other articles and
papers published, and is regularly used as a source of
information by technology journalists. He is also the solo
performer in a highly successful best selling video series
made for the Help Desk Institute. He has Masters level ITIL
certification.
Malcolm
began his IT career in 1967 working for a major bank in
London. In the following 13 years he performed many IT
functions including system programming and a variety of
management roles. During the same period, Malcolm worked in
a number of industries including retail, production, oil and
pharmaceuticals. This experience, coupled with his
impressive technical background, gives Malcolm an
unparalleled breadth of knowledge and experience.
Malcolm
began his knowledge broking career in 1980 and since that
time Malcolm has not only pursued a solo career, but has
also been on the boards of various organizations, including
Protocol International Limited and Help Desk Institute’s
Strategic Advisory Board. He is currently a board member of
two different technology organizations. During his long and
diverse career, Malcolm has worked in more than thirty
countries, lectured to over 700,000 people and is in
constant demand worldwide as a dynamic, entertaining and
knowledgeable speaker. |
12:30 - 1:00 |
Closing Remarks From Your Host, Ivy Meadors
Key take-away ideas, give-aways,
free future conference passes and more - must be present to
win
Ivy Meadors
Lisa Prendergast
CEO &
Conference Host VP
Conference Management |
|
|
Association of Support Professionals
Brad Worthley Intl.
Benchmarkportal
Call Center School
ContactCenterWorld
CRMAdvocate
CRMXchange
Customer Service Group
FrontRange
Government Customer Support Community of
Practice
HelpDeskCoach
iET Solutions
Infra Corporation
Network Streaming
Northwest Call Center Professionals
Help Desk Northwest
Mike Rayburn
Northwest
Support Professionals
TMC
VoIP Institute |