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Creating a WOW
Service
Experience
Presented by Dr. Jim Black
President & CEO of SEM Works
• Needs and Expectations of Today’s Students
• Institutional Promise
• Three Key Ingredients of WOW Service
Delivery
• Best Practices in Student Services
• Essential Service Skills and Strategies
Delivering WOW
Service
WOW Service is not…
• Suggesting a business model for customer
service
• Aligning with “the customer is always right”
philosophy
• Allowing students to escape their
responsibilities
• Reducing or eliminating consequences for
the actions or inactions of students
• Implying that opportunities for student
success should be artificially enhanced
College-Centered vs. Student-Centered
Need and
Expectations of
Today’s Students
Zero tolerance for delays.
High tech, high touch services.
Emerging Trends
Consumer expectations.
Seeking edutainment.
Diverse students with diverse needs.
1
2
3
4
5
Today’s Students Needs/Expectations
 Speed
 Convenience
 Customization
 Seamless and intuitive
 High tech and high touch
 Educational vs.
transactional
Advising
Registration
Paying
the Bill
Student Success
INTEGRATEDSTUDENTSERVICES
Source: UNC
Orientation
The Student Experience
Admission
The Student Economy
Service
Economy
Experience
Economy
What they sell is the ability for a 43
year-old accountant to dress in black
leather, ride through small towns,
and have people be afraid of him.
Harley Davidson does NOT sell
motorcycles...
Disney does NOT sell rides...
What they sell are memories and
experiences… the Tower of Terror…
character breakfast… clean amusement
parks… cast members, etc.
The student, not the institution, will define what learning is,
how it is to happen, and when and where it occurs. Students
with increased alternatives for learning will also have higher
expectations for the level of individualized service provided by
the non-teaching staff and regarding the services surrounding
the learning. Source: Community College of Baltimore County
Institutional
Promise
1
2
3
5
46
FROM TO
Understanding
the Promise
Living the
Promise
Operationalizing
the Promise
Delivering on the Promise
Conveying
the Promise
Defining the
Promise
The Power of
Congruence
Claims Delivery
Expectation = Reality
Sample Institutional Promise
Preparing
Futures
Education that
is Relevant
Connections
with People
A Place that
Supports
Success
Pathways to
Opportunities
Sample Promise
Inspire success
and self-reliance
Service Philosophy
Every encounter
with a student is a
teachable moment
to inspire success
and self-reliance.
Sample Promise Pillars
Delivering on the Promise
Institutional
Promise
Student
Experience
Employee
Experience
Moments
of Truth
Institutional
Experience
Institutional
Loyalty
Institutional Loyalty
 competitive
advantage
 student satisfaction
 “word of mouth”
recruiting
 student retention
 student loyalty
 fundraising
 institutional image
 institutional vitality
Three Key
Ingredients of
WOW Service
Delivery
Keeping the Promise
Promise
Elements
Process
The bottom line…
There is no chance to create a WOW
service experience if systems, processes,
and policies are dysfunctional or unreliable.
Managing Moments of Truth
We have thousands
of moments of truth
every day.
How we manage
them enhances or
erodes school loyalty.
Service
Dimension Definition
Reliability 30% The ability to perform the promised
service dependably and accurately.
Responsiveness 25% The willingness to help customers and
provide prompt service.
Assurance 20%
The knowledge and courtesy of
employees and their ability to convey
trust and confidence.
Empathy 18% The caring, individualized attention
provided to the customer.
Tangibles 7% The appearance of facilities, equipment,
personnel, and communication materials.
Defining Quality Service
Execution is Everything!
People – the only sustainable
competitive advantage that exists.
Motivation vs. Competencies
High
Low
Low High
Positive
attitude but
frustrated
High
performing
Unproductive,
possibly
counter-
productive
Capable but
frustrated
Student Satisfaction Factors
• Faculty and staff attitudes
• Personalization of services and instruction
• Problem solving ability
• Information access and usability
• Information accuracy and reliability
• Service and instructional efficiency
• Responsiveness
• Message handling
• Student runaround
Process Reengineering
I just want
to start my
college
experience.
Process-Oriented Services
Get
Admitted
Pay for
Classes
Register
for
Classes
Select
Classes
Become a
Student
Attend
Orientation
Wayfinding
Submit/Request
Information
Apply for
Financial
Aid
Apply for
Admission
Are all
credentials
in?
Admit
Decision
Get
Advised
Take
Placement
Test
Register for
Classes
Pay for
Classes
Wayfinding
• Intuitive signage
• Kiosks
• Visual process maps
• “Steps to” diagrams
• Process-oriented labeling
• Intuitive information
architecture
• Screencasts
• Streaming video
• English language query
tools
• Help agents
Critical Processes
• Campus visits
• Student inquiries
• Admissions processing
• Communications flow
• Student enrollment
• Orientation
• Academic advising and
registration
• Paying for college
• Class scheduling
• Degree planning
The Campus Visit Experience
The Pre-Arrival Experience
Online (form) or phone visit reservations
Rapid acknowledgement
Campus directions (Google map, MapQuest,
or GPS coordinates)
Links to area hotel accommodations
Flight information
Visit agenda
Tour guide information
Adapted from:Campus Visits and College Interviews
by Zola Dincin Schneider.
Source: https://bigfuture.collegeboard.org/find-
colleges/campus-visit-guide/campus-visit-checklist
The Arrival Experience
Welcome signage or banners on
campus
Welcoming gate personnel
Reserved parking
Intuitive pathway from parking to the
tour launch point
Best location
Tour launch and presentation
environment
Welcome by Admissions staff
 Reception area
 Visual impact (paint,
plants, pictures,
signage)
 Auditory impact
(background noise and
music)
 Emotional impact
(school paraphernalia,
student and alumni
success stories,
outcomes by the
numbers)
 Display rack
 Umbrellas
 Refreshments
 Multimedia
Design first impressions
Create a “signature
moment”
Personalize the visit
Engender emotion
Have visitors live your
institution through
hands-on experiences
Surprise your visitors
The Campus Visit Experience
The Presentation
Information light
Visual heavy
Takeaways
Know your audience
Customize based on audience interests
Content
 Key institutional selling points (academic and
student life)
 Storytelling
 Enrollment steps
 Financial aid basics
 A preview of the campus tour
The Campus Tour
The “Money Walk”
Tour guide affinity matching
Tour guide skill development
 Presentation skills
 Listening skills
 Group dynamics
Cell phones
Attire
Time management
The tour
guide is
the tour.
Post-Visit Experience
Personal note from tour guide
Faculty contact
Alumni contact
Tour evaluation (impact on decision
to enroll)
Best Practices in
Student Services
Integrated Services
Strategy Worksheet
Strategy Domain Vision Functionality/
Scope
Service
Protocols
Roles &
Responsi-
bilities
Capacity
Requirements
One-Stop
Unified
Student
Experience
Contact Center
Website/
Social Media
Communi-
cations
Virtual Service
Knowledge
Management
Integrated Services
One-stop
Services
No-stop
Services
Any-st op
ServicesCo-location &
integration of
services
Two clicks
to truth
Knowledge
Management
One-Stop Services
A Campus-wide Service Philosophy
A service philosophy is
a shared ethos that
guides organizational
and individual
behavior affecting
interactions with those
you serve.
 Inbound calls (enrollment and financial aid)
 Email responses
 Web chat
 Social media
No-Stop Services
Integration of
English
language
query tool,
web chat, and
video
tutorials.
No-Stop Services
Portal Strategy
Website Strategy
Website Strategy
Any-Stop Services
Any-Stop Services
Essential Service
Skills and
Strategies
Communication Channels
In Person Phone Mail Email Digital
Media
Social
Media
How can we
best connect with
and serve our
students?
In Person Strategies
• Listen before you speak
• Ask open-ended questions
• Parrot back what you think you have
heard
• Choose the right words
• Add welcome words to your vocabulary
• Avoid jargon
• Speak professionally
• Review the main points
In Person Strategies
• Make sure your tone matches the
message
• Demonstrate empathy
• Smile
• Make eye contact
• Have an inviting posture
• Reflect your institution’s personality
Phone Strategies
Call me. I want to
know you care about
me as a future
student at your
school.
Phone Strategies
• Answer with a smile
• Answer with energy
• Answer on the first ring
• Maintain an inviting
posture
• Plan your greeting
• Establish a rapport
• Put your best ear
forward
• Write down key points
Phone Strategies
• Give the caller your full
attention
• Show your human side
• Recap any action you
may be taking on the
callers behave
• Ask if you can help with
anything else
• Provide your name
again
• Thank the person for
calling
Mail Strategies
• Centrally coordinated
• Multiple authors
• Personalization
• Tone
• Tailored messages
• Proof points
• A call to action
• The power of the P.S.
• Enclosures
Email Strategies
• Personalization
• Tailored messages
• Driving traffic
• XTML vs. text only
• Multimedia
• Third party validation
• A call to action
Social Media Strategies
Go where they are.
Engage. Don’t communicate.
Social Media Strategies
• Listen and engage
• Permission-based
• No creeping
• The human touch
• Targeted ads
• Pay per click
• Event promotion
• Becoming a fan
Relationship
Management
Student
Communications
Delivering on the
institution’s
promise
Deadlines, support services,
service tutorials, degree
completion
Individual needs and
service and learning
preferences
Missed deadlines, early
interventions, policy
implications
Awareness of services
offered, service hours,
service benefits
Current Student Communications
Learner
Attributes
Learner Needs
Audience-based
Messages
Calls to Action
Trans-
actional
Learner
Engagement
Relationship
Management
Success
Building
Audience Messaging
AlumGraduate4th Term3rd Term2nd Term1st TermEnrolledAdmitAppInquiry
Inquiry
Generation
& Cultivation
Admit
Conversion
Application
Completion
Student Success
Behaviors & Plan,
Academic & Social
Integration
Mentoring
Relationships,
Program Affinity,
Career Guidance
Initial
Enrollment
Transition
Student
Engagement,
Sense of
Community
Career Guidance,
Completion
Strategies,
Loyalty
Transition,
Loyalty
Loyalty,
Employment,
Advanced Education
Former
Students
Current
Students
Future
Students
Enrollment
Stage
Communication Audience
Delivery
Method
Timeline Objective
Effectiveness
Measure
Continued
Enrollment
Postcard announcement
regarding priority
registration and meeting
with advisors
non-
graduating
students
Mail October/
March
register for
classes
number of
registered
students
Banners and fliers
advertising priority
registration
continuing
students
Display October/
March
register for
classes
number of
registered
students
Ad in school paper
advertising priority
registration
continuing
students
News-
paper
October/
March
register for
classes
number of
registered
students
Web banner promoting
priority registration with
link to registration
system
continuing
students
E-mail,
Web
October/
March
register for
classes
number of
registered
students
Reminder to register for
classes before leaving
for the semester
non-
registrants
E-mail,
auto-
mated
phone
message,
Web
posting
December
/April
register for
classes
number of
registered
students
Campaign encouraging
eligible students to use
financial aid funds for
Summer I classes
continuing
students with
remaining
financial aid
eligibility
Mail April register for
Summer I
classes
number of
registered
students
www.semworks.net

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WOW Higher Education Service Experience

  • 1. Creating a WOW Service Experience Presented by Dr. Jim Black President & CEO of SEM Works
  • 2. • Needs and Expectations of Today’s Students • Institutional Promise • Three Key Ingredients of WOW Service Delivery • Best Practices in Student Services • Essential Service Skills and Strategies
  • 3.
  • 5. WOW Service is not… • Suggesting a business model for customer service • Aligning with “the customer is always right” philosophy • Allowing students to escape their responsibilities • Reducing or eliminating consequences for the actions or inactions of students • Implying that opportunities for student success should be artificially enhanced
  • 8. Zero tolerance for delays. High tech, high touch services. Emerging Trends Consumer expectations. Seeking edutainment. Diverse students with diverse needs. 1 2 3 4 5
  • 9. Today’s Students Needs/Expectations  Speed  Convenience  Customization  Seamless and intuitive  High tech and high touch  Educational vs. transactional
  • 12. What they sell is the ability for a 43 year-old accountant to dress in black leather, ride through small towns, and have people be afraid of him. Harley Davidson does NOT sell motorcycles...
  • 13. Disney does NOT sell rides... What they sell are memories and experiences… the Tower of Terror… character breakfast… clean amusement parks… cast members, etc.
  • 14. The student, not the institution, will define what learning is, how it is to happen, and when and where it occurs. Students with increased alternatives for learning will also have higher expectations for the level of individualized service provided by the non-teaching staff and regarding the services surrounding the learning. Source: Community College of Baltimore County
  • 16. 1 2 3 5 46 FROM TO Understanding the Promise Living the Promise Operationalizing the Promise Delivering on the Promise Conveying the Promise Defining the Promise The Power of Congruence Claims Delivery Expectation = Reality
  • 17. Sample Institutional Promise Preparing Futures Education that is Relevant Connections with People A Place that Supports Success Pathways to Opportunities
  • 18. Sample Promise Inspire success and self-reliance Service Philosophy Every encounter with a student is a teachable moment to inspire success and self-reliance.
  • 20. Delivering on the Promise Institutional Promise Student Experience Employee Experience Moments of Truth Institutional Experience Institutional Loyalty
  • 21. Institutional Loyalty  competitive advantage  student satisfaction  “word of mouth” recruiting  student retention  student loyalty  fundraising  institutional image  institutional vitality
  • 22. Three Key Ingredients of WOW Service Delivery
  • 24. The bottom line… There is no chance to create a WOW service experience if systems, processes, and policies are dysfunctional or unreliable.
  • 25. Managing Moments of Truth We have thousands of moments of truth every day. How we manage them enhances or erodes school loyalty.
  • 26. Service Dimension Definition Reliability 30% The ability to perform the promised service dependably and accurately. Responsiveness 25% The willingness to help customers and provide prompt service. Assurance 20% The knowledge and courtesy of employees and their ability to convey trust and confidence. Empathy 18% The caring, individualized attention provided to the customer. Tangibles 7% The appearance of facilities, equipment, personnel, and communication materials. Defining Quality Service
  • 27. Execution is Everything! People – the only sustainable competitive advantage that exists.
  • 28. Motivation vs. Competencies High Low Low High Positive attitude but frustrated High performing Unproductive, possibly counter- productive Capable but frustrated
  • 29.
  • 30. Student Satisfaction Factors • Faculty and staff attitudes • Personalization of services and instruction • Problem solving ability • Information access and usability • Information accuracy and reliability • Service and instructional efficiency • Responsiveness • Message handling • Student runaround
  • 32. I just want to start my college experience. Process-Oriented Services Get Admitted Pay for Classes Register for Classes Select Classes Become a Student Attend Orientation
  • 33. Wayfinding Submit/Request Information Apply for Financial Aid Apply for Admission Are all credentials in? Admit Decision Get Advised Take Placement Test Register for Classes Pay for Classes
  • 34. Wayfinding • Intuitive signage • Kiosks • Visual process maps • “Steps to” diagrams • Process-oriented labeling • Intuitive information architecture • Screencasts • Streaming video • English language query tools • Help agents
  • 35. Critical Processes • Campus visits • Student inquiries • Admissions processing • Communications flow • Student enrollment • Orientation • Academic advising and registration • Paying for college • Class scheduling • Degree planning
  • 36. The Campus Visit Experience
  • 37. The Pre-Arrival Experience Online (form) or phone visit reservations Rapid acknowledgement Campus directions (Google map, MapQuest, or GPS coordinates) Links to area hotel accommodations Flight information Visit agenda Tour guide information
  • 38. Adapted from:Campus Visits and College Interviews by Zola Dincin Schneider. Source: https://bigfuture.collegeboard.org/find- colleges/campus-visit-guide/campus-visit-checklist
  • 39. The Arrival Experience Welcome signage or banners on campus Welcoming gate personnel Reserved parking Intuitive pathway from parking to the tour launch point Best location Tour launch and presentation environment Welcome by Admissions staff
  • 40.  Reception area  Visual impact (paint, plants, pictures, signage)  Auditory impact (background noise and music)  Emotional impact (school paraphernalia, student and alumni success stories, outcomes by the numbers)  Display rack  Umbrellas  Refreshments  Multimedia
  • 41. Design first impressions Create a “signature moment” Personalize the visit Engender emotion Have visitors live your institution through hands-on experiences Surprise your visitors The Campus Visit Experience
  • 42. The Presentation Information light Visual heavy Takeaways Know your audience Customize based on audience interests Content  Key institutional selling points (academic and student life)  Storytelling  Enrollment steps  Financial aid basics  A preview of the campus tour
  • 43. The Campus Tour The “Money Walk” Tour guide affinity matching Tour guide skill development  Presentation skills  Listening skills  Group dynamics Cell phones Attire Time management The tour guide is the tour.
  • 44. Post-Visit Experience Personal note from tour guide Faculty contact Alumni contact Tour evaluation (impact on decision to enroll)
  • 47. Strategy Worksheet Strategy Domain Vision Functionality/ Scope Service Protocols Roles & Responsi- bilities Capacity Requirements One-Stop Unified Student Experience Contact Center Website/ Social Media Communi- cations Virtual Service Knowledge Management
  • 48. Integrated Services One-stop Services No-stop Services Any-st op ServicesCo-location & integration of services Two clicks to truth Knowledge Management
  • 50. A Campus-wide Service Philosophy A service philosophy is a shared ethos that guides organizational and individual behavior affecting interactions with those you serve.
  • 51.  Inbound calls (enrollment and financial aid)  Email responses  Web chat  Social media No-Stop Services
  • 52.
  • 53. Integration of English language query tool, web chat, and video tutorials. No-Stop Services
  • 60. Communication Channels In Person Phone Mail Email Digital Media Social Media How can we best connect with and serve our students?
  • 61. In Person Strategies • Listen before you speak • Ask open-ended questions • Parrot back what you think you have heard • Choose the right words • Add welcome words to your vocabulary • Avoid jargon • Speak professionally • Review the main points
  • 62. In Person Strategies • Make sure your tone matches the message • Demonstrate empathy • Smile • Make eye contact • Have an inviting posture • Reflect your institution’s personality
  • 63. Phone Strategies Call me. I want to know you care about me as a future student at your school.
  • 64. Phone Strategies • Answer with a smile • Answer with energy • Answer on the first ring • Maintain an inviting posture • Plan your greeting • Establish a rapport • Put your best ear forward • Write down key points
  • 65. Phone Strategies • Give the caller your full attention • Show your human side • Recap any action you may be taking on the callers behave • Ask if you can help with anything else • Provide your name again • Thank the person for calling
  • 66. Mail Strategies • Centrally coordinated • Multiple authors • Personalization • Tone • Tailored messages • Proof points • A call to action • The power of the P.S. • Enclosures
  • 67. Email Strategies • Personalization • Tailored messages • Driving traffic • XTML vs. text only • Multimedia • Third party validation • A call to action
  • 68. Social Media Strategies Go where they are. Engage. Don’t communicate.
  • 69. Social Media Strategies • Listen and engage • Permission-based • No creeping • The human touch • Targeted ads • Pay per click • Event promotion • Becoming a fan
  • 70. Relationship Management Student Communications Delivering on the institution’s promise Deadlines, support services, service tutorials, degree completion Individual needs and service and learning preferences Missed deadlines, early interventions, policy implications Awareness of services offered, service hours, service benefits Current Student Communications
  • 71. Learner Attributes Learner Needs Audience-based Messages Calls to Action Trans- actional Learner Engagement Relationship Management Success Building Audience Messaging
  • 72. AlumGraduate4th Term3rd Term2nd Term1st TermEnrolledAdmitAppInquiry Inquiry Generation & Cultivation Admit Conversion Application Completion Student Success Behaviors & Plan, Academic & Social Integration Mentoring Relationships, Program Affinity, Career Guidance Initial Enrollment Transition Student Engagement, Sense of Community Career Guidance, Completion Strategies, Loyalty Transition, Loyalty Loyalty, Employment, Advanced Education Former Students Current Students Future Students
  • 73. Enrollment Stage Communication Audience Delivery Method Timeline Objective Effectiveness Measure Continued Enrollment Postcard announcement regarding priority registration and meeting with advisors non- graduating students Mail October/ March register for classes number of registered students Banners and fliers advertising priority registration continuing students Display October/ March register for classes number of registered students Ad in school paper advertising priority registration continuing students News- paper October/ March register for classes number of registered students Web banner promoting priority registration with link to registration system continuing students E-mail, Web October/ March register for classes number of registered students Reminder to register for classes before leaving for the semester non- registrants E-mail, auto- mated phone message, Web posting December /April register for classes number of registered students Campaign encouraging eligible students to use financial aid funds for Summer I classes continuing students with remaining financial aid eligibility Mail April register for Summer I classes number of registered students