3-Funnel Diagnostic; Fixing What You Cannot See

You see a model that is so simple that it can’t possibly apply to your unique situation. That’s what most people believe. It is also the reason why most humans (and business leaders in particular) are not very good about learning from others. But, people like you do learn; this article is for you.

The 3 Funnels is the Key to Organizational Longevity

No matter the size or type of your organization, you’re subject to the 3 funnels – there is no escape. Effectively navigate the 3 Funnels and never run out of cash and you’ll be a going concern forever. The 3 funnels are (left to right in the image above):

  1. The exposure funnel where you turn suspects (A) into prospects (B);
  2. The adoption funnel where you turn prospects (C) into cash generating customers that are using your product or service (D);
  3. The retention funnel where you turn customers (E) into loyal advocates (F) that help you attract more prospects, in turn reducing your marketing expenses related to the exposure funnel.

Leaky Funnels and Blocking Covers

Limited flow through any of these funnels negatively impacts your organization. The funnel shape implies that there is a slowdown; people enter the top and then take a while to get out through the bottom. No matter how perfect your organization you won’t have 100 percent throughput. Some customers never make it through the funnel. It can be as though the funnel is leaky or has a cover that prevents people from entering. You don’t want to be a board member, executive leader, or manager that makes decisions that do exactly that, limit the flow through the funnels.

3 Funnel Diagnostic

If you want to spark some authentic dialogue in your organization then pull together a team and perform a 3 Funnel Diagnostic. First, build a report against the 3 funnels to show how many people are at each of the stages. Secondly, discuss all of the activities that your organization is involved with in moving people from initial suspect all the way through advocacy. No doubt you discover organizational performance gaps. Thirdly, discuss what barriers are preventing people from entering each funnel or making it through. By doing this, you’ll surface where people get stuck and the reasons why. I guarantee you that the reasons will be more attributable to your organization’s own performance gaps as opposed to your competitors doing a far superior job. This is especially evident in industries where customer satisfaction is low industry-wide.

Proposing such a 3 Funnel Diagnostic will take some courage. But, you have courage, right? Want some assistance? Contact us.

about the author

Gregory Olson authored The Experience Design Blueprint, a book about designing better experiences and then making them come true. Chapters in the book that especially pertain to this article include:

  • Chapter 3: Who is in the Sandbox?
  • Chapter 8: The Promise Delivery System
  • Chapter 11: Barriers to Innovation and Overcoming the Wall

Gregory Olson’s latest book is L’ impossi preneurs: A Hopeful Journey Through Tomorrow, a light-hearted and deadly serious book about a brighter future where we live more meaningful lives, governments invest in people and sustainable progress, and technology serves humans.

thumbnail image of author Gregory OlsonGregory Olson founded strategy and design firm Delightability, LLC. with the belief that if you delight customers then success will follow. He believes that we all have the potential to do better, as individuals, organizations, and communities, but sometimes we need a little help.  Gregory also serves as a volunteer board member for Oikocredit Northwest, a support association for social and impact investor,Oikocredit International.

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Avoid Event and Launch Fail by Thinking in Three Zones

Conventional thinking says showing up is half (or 80%) of being successful. This is rubbish. If you just show up, you’ll not like the results. Even if you do, others will not. Showing up isn’t good enough for things that matter. Imagine a news anchor “just showing up” or a keynote speaker, actor, executive, job applicant, bride or groom, sales executive, or you. Showing up might be okay for insignificant things like cleaning your garage or drinking coffee in your pajamas while reviewing pre-breakfast social media trends. But, most of us aim for bigger moments in life. And in those moments we’ll want to do more than show up. Here is some secret sauce to make the most of moments that should matter.

Think of Big Moments as Events

No matter what you are working on it can be represented as an event that completes at a point in time. The exception to this is a program. Programs by definition are ongoing as opposed to projects which are finite in duration. Programs can be thought of as a series of connected projects.

The Point in Time

If you are working on planning an event the point in time becomes obvious. It’s the moment that eventually arrives. After all, you’ve put it on the calendar and probably invited people. But, less obvious are things like product launches, website launches, design of new services, communications, strategic planning, assembling a team, creating a movie, going on vacation, or moving to a new location.

The Big Moment

So, we have this point in time where your, we’ll call it “big moment”, completes. Let’s unpack that moment. There is the time leading up to your big moment as well as the time that follows. And of course your big moment covers a span of time as well. For an event that might be an hour or a few days in the case of a trade show event. So, really we have three periods of time, or time zones.

Three Time Zones

As it turns out, anything you’re working on has these three time zones. If you are mindful of the preparation leading up to the big moment then no doubt when your big moment arrives it will be smoother, higher quality, more engaging, and more likely to yield the results you want. And, when that happens the time zone following your big moment will be likely involve sharing, celebration, reflection, and more opportunity.

Ignorance is not Bliss

But, ignore any of the time zones and you are leaving much to chance. Imagine the best trade show ever (or family reunion). Of course you’d love to have pictures to relive the memory of where you connected with your best customer (or cherish the memory of when your favorite Aunt was still alive). Well, to have those pictures to reflect upon, somebody somewhere would have had to think to secure a photographer or provide instructions to many people to take pictures and later share. Without that forethought, the event would unfold in time and the opportunity to take pictures will evaporate along the way. Time marches on whether you are prepared for it, or not.

Make the Most of Your Big Moments

To make the most of your big moments, whether you are working alone or alongside a team, think in three time zones. What needs to happen ahead of the event, during the event, and following the event.

Zone I – Readiness

Most things of any significance cannot be accomplished alone. Things to think about in the readiness zone include:

  • Who needs to be prepared?
  • What information will be needed? How will we get it?
  • What is the sequence of actions leading up to the moment?
  • What can be completed ahead of time?
  • What communications need to be created?
  • What deadlines to we need to be aware of?
  • Who can help accomplish all of this?

Zone 2 – The Moment

Project yourself ahead in time to the big moment and answer the following questions:

  • Who is the intended audience and what will be their context?
  • What experience do we need to create for them? (See CH 1: What is an Experience?)
  • What will ensure the experience unfolds as planned?
  • Should we aim for remarkable, unbroken, or generous? (See CH 6: Aiming for Remarkable, Unbroken, and Generous Design)
  • Who will be on point for different activities?
  • Will we capture the moment in pictures, sound, or some other medium?
  • Who will keep us orchestrated?
  • What could go wrong and how will we mitigate?

Zone 3 – The Follow

After the big moment completes there is the tendency to rush to the next thing. But, here is a case where slowing down now can actually help you to speed up later. Follow-up, debrief, and apply what you just learned so that you can positively impact what’s next. Some of the things to think about here include:

  • What should be the follow-up with our audience(s)?
  • What did we learn and how will we apply it?
  • Who can benefit by our sharing?
  • Did we or can we still gain validation?
  • How could this event be even better next time?
  • Was it worth it? Shall we repeat it?
  • What should we adjust going forward?

Summary

If you want to make your big moments matter then you’ll need to imagine yourself in each of three zones before they actually unfold in time. Thinking about what will need to happen in each zone and having conversations with others who will be involved will make the difference between an memorable event that makes a big impact and a lackluster event where people simply showed up. A couple of other guiding principles to keep in mind are:

  1. A task unclaimed is a task undone;
  2. Inspiration has expiration so best to get started soon;
  3. Show visible progress to keep motivated and moving forward;
  4. Checklists are good insurance against overconfidence

If you are working in a team then introduce the three time zones into your business vernacular. Those big moments that await you will notice the difference along with your audience and the team that played a part in making it all happen.

about the author

Gregory Olson authored The Experience Design Blueprint, a book about designing better experiences and then making them come true. Chapters in the book that especially pertain to this article include:

  • Chapter 2: Make the Customer Come Alive
  • Chapter 6: Aiming for Remarkable, Unbroken, and Generous Design
  • Chapter 8: The Promise Delivery System
  • Chapter 11: Barriers to Innovation and Overcoming the Wall
  • Chapter 13: Taking Flight

Gregory Olson’s latest book is L’ impossi preneurs: A Hopeful Journey Through Tomorrow, a light-hearted and deadly serious book about a brighter future where we live more meaningful lives, governments invest in people and sustainable progress, and technology serves humans.

thumbnail image of author Gregory OlsonGregory Olson founded strategy and design firm Delightability, LLC. with the belief that if you delight customers then success will follow. He believes that we all have the potential to do better, as individuals, organizations, and communities, but sometimes we need a little help.  Gregory also serves as a volunteer board member for Oikocredit Northwest, a support association for social and impact investor,Oikocredit International.

 

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Mid-Year Business Performance Tune-up: 7-Step Action Plan for Leaders

Automobiles, machinery, and precision instruments at times need to be tuned and calibrated to ensure performance. Life and business have similar demands. If you aren’t concerned about performance then whatever you’re doing is adequate. But, periodically in your life and in your business you’ll want to re-evaluate strategies that are misfiring, products and services that seems amiss, a launch that falls short, an identity that isn’t working, communications that don’t connect, recognition that is absent, etc.

When there is an uncomfortable enough performance gap, then you’ll do something different. This is true in life and in business. Mid point in a calendar year is a natural point to reflect on the first half and project forward what you’d like to have happen by year-end. You may have a similar cycle with your financial planner and dentist. But, what about the rest of you and your business?

There are plenty of tools and conversations you can use. The key is to start. Once you begin it is easier to keep going and pretty soon you’ll be closing the uncomfortable gap just as you avoid toothaches and worse with periodic checkups and cleaning.

Here is a 7-Step Action Plan for a Business Performance Tune-Up

  1. Revisit your strategic imperatives for the year – what were the big bets for the year and are they paying off? Didn’t really have any solid strategic initiatives? Now would be a good time to establish some. Get clear on the destination: where are you going and what does success look like? See related post: Make Work Feel Like Vacation
  2. What have you learned and how can you apply it? Consider both the business landscape and the customer ecosystem. Organizational immaturity and old habits and patterns may get in the way of identifying and leveraging the talent and resources available in the business landscape. Also, if you don’t have personas to represent your various stakeholders now would be a good time to prioritize their development. Personas provide representative profiles for a customer base and other stakeholders too, e.g. investors, employees, partners, etc. As a design tool, they are a powerful way to visualize and communicate behaviors, goals, wants, needs, and frustrations.
  3. Get clear on your audiences and priorities: what promises will you make and keep and to which audiences? Make visible your Promise Delivery System for each of your stakeholders. The Promise Delivery System is a closed loop system that revolves around an audience and includes strategy, delivery, validation, and learning. You have a Promise Delivery System for each stakeholder that is served as well as those who serve. This is the subject of CH 8 in the Experience Design Blueprint.
  4. Define deliverables: what will you produce and deliver to keep your various promises? Think products, services, events, campaigns, programs, and communications.
  5. How does all of this line up against the calendar? What will be your day-to-day operational reality? What will your organization invest its time and resources into?
  6. Establish operating mechanisms: how will you stay on track and maintain your Promise Delivery System? What will be the rhythm and pace of the organization? Revisit your operating mechanisms and calendaring processes and events to ensure excellence in execution. Create an operating mechanism to capture ideas that may come at inconvenient times. Also, create an operating mechanism to evaluate and advance ideas. These are important to maintain (or establish) a culture of innovation.
  7. Revisit your performance metrics. How are you keeping score? If any of your metrics are irrelevant, modify them. If something is working well and appears to be a bright spot, then do more of it. Dial-up the activities that drive desired metrics. Stay focused on those areas where you have uncomfortable gaps between current performance and desired performance. See related post: Business Performance Continuums. Identify experiments you can run to test ideas for value. These represent quick trips around the Promise Delivery System.

You wouldn’t be comfortable flying in a commercial airliner that doesn’t receive maintenance and performance tuning. Your business is no different. Don’t let you customers, employees, and partners suffer through an under-performing business, especially when many of them would love to be engaged in a solution path to higher performance.

“Drive thy business, let not that drive thee.”

Benjamin Franklin
Author, Printer, Scientist, Musician,
Inventor, Satirist, Civic Activist,
Statesman, and Diplomat
(1706 – 1790)

Ben Franklin said it well, “Drive thy business, let not that drive thee.” Leadership sets the tone and begins the conversation. If you’d like some brainshare and assistance shoring up your strategy and designing deliverables to accompany that strategy, then please contact me.

about the author

Gregory Olson authored The Experience Design Blueprint, a book about designing better experiences and then making them come true. Exercises and mental models in the book will build your confidence and competence in envisioning better possibilities and then making them come true, whether you are working alone or alongside a team. Chapters in the book that especially pertain to this article include:

  • Chapter 2: Make the Customer Come Alive
  • Chapter 3: Who is in the Sandbox?
  • Chapter 8: The Promise Delivery System
  • Chapter 9: The Neighborhood
  • Chapter 11: Barriers to Innovation and Overcoming the Wall
  • Chapter 13: Taking Flight
  • Chapter 14: The World of Work has Changed (see Glimpse)
  • Chapter 15: From Argh to Aha!

Read The Experience Design Blueprint on Kindle or any device using the free Kindle Reader application or read the full color print edition.

Gregory Olson’s latest book is L’ impossi preneurs: A Hopeful Journey Through Tomorrow, a light-hearted and deadly serious book about a brighter future where we live more meaningful lives, governments invest in people and sustainable progress, and technology serves humans.

thumbnail image of author Gregory OlsonGregory Olson founded strategy and design firm Delightability, LLC. with the belief that if you delight customers then success will follow. He believes that we all have the potential to do better, as individuals, organizations, and communities, but sometimes we need a little help.  Gregory also serves as a volunteer board member for Oikocredit Northwest, a support association for social and impact investor, Oikocredit International.

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Unbroken Experiences: Exactly What We Need At Times

This post has been adapted from CH 6: Aiming for Remarkable, Unbroken, and Generous Design in The Experience Design Blueprint.

elevator imageNo matter your title or role you are involved in customer experience. As a consumer yourself, sometimes you just want things to work. They don’t always need to be remarkable; they do need to be reliable, predictable, dependable, and above all unbroken.

Examples include the checkout line at the grocery store, driving in traffic, filling a glass of water from the tap, sitting down on a chair, walking up steps, riding your bicycle, riding in an elevator, making a phone call, returning a product, getting warranty service, filing an insurance claim, visiting the dentist, starting your car, etc. Unbroken – that is what is needed.

And, if you do work with or for an organization that serves customers then no doubt your organization has provided services to more customers than any one customer has received services from your organization. Organizations simply deal with more customers than the other way around. This is true whether you manufacture shoes, houses, boats or meals or you sell cars, financial services, run a nonprofit, or a government agency.

With this tremendous upper hand of knowledge you have an opportunity to help your future customers prevent mistakes that you’ve witnessed previous customers make. Leveraging this knowledge and helping customers avoid broken experiences can be simple as the example in Figure 6.5 shows.

image of smoothing the journey example - the experience design blueprint book by Gregory Olson

Figure 6.5 Home Furnishings Store Provides Customers with Twine in Loading Area

This home furnishings store recognizes the customer’s experience doesn’t end at the point of sale terminal. They provide twine to those customers in the loading area who may not have thought to bring any, or to those who made an unplanned purchase too large to fit inside their vehicle. The store doesn’t have to provide twine and they probably wouldn’t be frowned upon for not providing it. After all, it is an oversight on the part of the customer. But, why let a broken experience occur with prediction when a little forethought and action can fully prevent it?

Your forethought is an insurance policy against broken experiences that your future customers may have.

map and signs at blue mountain resort for Experience Design Blueprint - DelightabilityYour forethought is an insurance policy against broken experiences that your future customers may have. Treat the situation the same as if your customer were a child wandering toward traffic in a busy intersection. Of course, you’d intervene and help them out.

This example was about twine and purchasing home furnishings, but it could be about any product or service. Other examples that come to mind include business travel, financial services, renovation, construction projects, vacations, trade shows, creating a campaign, fundraising, launching products, and even change initiatives and major projects. And, remember your customers might be external customers or those internal to the organization – other departments, disciplines, or even channel partners.

Recipe #16: Be Smooth
Think about what you might provide your customers (internal and external) at a time that is convenient and appropriate to smooth their journey. Then smile and take solace in knowing you’ve prevented a broken experience they may never even think about. In Chapter 7, we look more at the “smoother filter” that you can apply to customer journeys.

about the author

Gregory Olson’s latest book is L’ impossi preneurs: A Hopeful Journey Through Tomorrow, a light-hearted and deadly serious book about a brighter future where we live more meaningful lives, governments invest in people and sustainable progress, and technology serves humans. Greg also authored The Experience Design Blueprint, a book about designing better experiences and then making them come true.

image of Greg-Olson-Managing Director of Delightability and author of Experience Design BLUEPRINTGregory Olson founded strategy and design firm Delightability, LLC. with the belief that if you delight customers then success will follow. He believes that we all have the potential to do better, as individuals, organizations, and communities, but sometimes we need a little help.  Gregory also serves as a volunteer board member for Oikocredit Northwest, a support association for social and impact investor, Oikocredit International.

 

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Making Truth Matter

[This article is from a talk I gave to members of the Olympic Club on May 26, 2016. I’ve added a few links and shared it here for members of the Olympic Club and the broader public. I’ve turned off comments but feel free to reach me on social media.]

an 8 minute talk and an even quicker read

Good afternoon gentlemen. Today I’m going to talk about the Truth.

3 noteworthy things happened this week.

  1. First, a new book came out Bravehearts: Whistleblowing in the Age of Snowden. In the book, the senior DOD official in charge of the federal whistleblower program goes public with accusations that key officials retaliated against whistleblowers, destroyed permanent records and altered audits of multibillion dollar programs. They did this under political pressure. This senior official calls into question the very program that is supposed to protect whistleblowers when they report fraud, abuse, and waste.
  2. Another noteworthy thing that happened was the acquittal of Edward Nero, one of the Baltimore police officers involved in Freddy Gray’s arrest and subsequent death. If you recall, the original incident is what sparked the Black Lives Matter movement.
  3. And the 3rd thing that  happened this week is that snopes.com, debunked stories that reported violence and specifically chairs being thrown at  the democratic convention in NV. Numerous media outlets regurgitated the original tale that was casually fabricated in a 140 character tweet. Media outlets on the bandwagon included: The New York Times, CNN, MSNBC, the Associated Press, CBS, and NPR.

It has been a really busy week for the TRUTH.

Now, no matter what we believe or how we react to these developments, there is a TRUTH that supersedes our opinions and reactions. I view truth much like I do gravity. You can choose not to believe but that doesn’t make it go away.

What is Truth?

I want to be crystal clear on what I mean when I say Truth. I’m talking about conformity to facts; accuracy. Certainties. The truth I’m talking about isn’t squishy. A moral relativist would have you believe that truth is relative to the circumstances. I’m not talking about a malleable truth or aberration of fact. I’m taking about that which is incontrovertible. Like Newton’s law of universal gravitation. It applies to everybody whether they choose to believe it or not.

Human Responses to The Truth

When we are exposed to a new truth, our reactions fall into a predictable range of human responses:

  1. We can be apathetic. Maybe what we are hearing is simply noise to us. We really can’t be bothered with it.
  2. Another response is we may simply adopt the truth immediately and adapt our own views.
  3. We may also seek clarity. A person can react by seeking new information and knowledge – “Help me to see what you see, Mr. Severs.“

But sometimes the facts don’t fit our current views at all – that internal narrative we play in our head. When our views are challenged with a new truth we have a few OTHER options to choose from.

  1. We can object outright: “That’s not true.” We can do this loudly and aggressively or we can do this quietly, slipping out of the conversation or even the room.
  2. We can also redirect attention: This is the magician’s trick – misdirection. Here, we shift the attention to something else more fitting of our own views.
  3. Another predictable reaction is we resort to any one of several logical fallacies. There are plenty of these to draw from. Most people are unaware of these fallacies even as they commit them.

The original logical fallacies were documented more than 2400 years ago by Plato and his thinking colleagues. You’d think we’d have learned by now.

Here are a few of my favorite logical fallacies.

The Ad Hominem Argument: This is where you attack your opponent’s character or personal traits in an attempt to undermine their argument.

Example: It is conceivable that any one of the presidential candidates could say something truthful. It could happen! But, reactions to their statements could easily be, “Well, he’s a communist.” “She’s a pant suits Nixon.” “He’s a xenophobe” So, we can’t trust them.

Another common logical fallacy is the The Appeal to Tradition: This is the fallacy that a standpoint, action or situation is right, proper and correct simply because it has “always” been that way. Imagine not being able to advance human progress in the name of tradition. You’d still be cooking over fire, hunting and gathering your own food, and you certainly would not be able to read this passage, and least of all on a computer or smartphone.

The opposite of this is The Appeal to Novelty or Innovation. This is the notion that this is NEW, and [therefore it must be] better!”

Then there is the The Big Lie Technique. This is the contemporary fallacy of repeating a lie, slogan, or talking-point until it becomes part of daily discourse and is no longer questioned. An example is  the non-existent “Weapons of Mass Destruction” “WMD’s” in Iraq, used in 2003 as a false justification for invading that country. [See also Mind Hijacked: A History Lesson in Propaganda.]

There are a host of other logical fallacies. [University of Texas at El Paso has compiled a living document of logical fallacies. A nicely designed poster of commonly used logical fallacies has been created by Your Logical Fallacy Is.]

What About Reaction to Lies?

Up to now I’ve been talking about our range of reactions when we are exposed to the TRUTH. But, what if we are exposed to a lie? Sadly, it doesn’t really much matter.

Whether it is fact or fiction if it reinforces our beliefs then we strengthen our views, digging our heals in further. And, if it doesn’t strengthen our views then we dismiss it. Researchers refer to this phenomena as the “backfire effect.”  It is even more pronounced when the new information challenges an especially emotional or long held belief. For a depth reading with examples on WMDs, Stem Cell Research, and Climate Change see this document.

The takeaway from this is: it’s really hard to change people’s minds.  Some people will want to build a wall, no matter the facts presented to them.

Friedrich Nietzsche said it well, “Sometimes people don’t want to hear the truth because they don’t want their illusions destroyed.” I want to put this another way, “We only see the truth we are looking for.”

Conclusion

I opened this talk with stories about Freddie Grey, the new book BraveHearts, and debunked reports of chairs being thrown at the democratic convention. I used these 3 examples because:

  1. Protecting Truthtellers is important in a free and democratic society. Truthtellers can prevent and end wars and get dangerous products removed from the market. [See also: Preventing the Next Scandal]
  2. Police brutality is inexcusable, period. Lucky for you it wasn’t your family member. But Freddie Gray was someone’s son & brother.
  3. Communication of all forms has become faster AND sloppier. When experienced reporters and media outlets are quick to judge and almost as quick to report, the Truth can Suffer.

TRUTH SHOULD MATTER.

Our republic in caught in the grips of a protracted presidential election. As a nation, we face important issues. It is hard to solve problems when you don’t even agree on the truth.

Ann Richards the former democratic governor of Texas once said, “We’re not going to have the America that we want until we elect leaders who are going to tell the truth not most days, but every day.”

But, the Truth is too important to leave to politicians, alone.

So, What Can WE Do?

In a civilized society each of us has a duty to respect and uphold the truth. We also have a duty to hold others accountable to do the same. Imagine the possibilities if we made the truth matter. In this election year, the Republican and Democratic parties are splintered. They are worried about healing and uniting their respective parties.

Their focus however,  Ought To Be on healing a nation, not a political party.  And, that gentlemen is the Truth.  Now,  I’m counting on You to uphold it.

about the author

Gregory Olson’s latest book is L’ impossi preneurs: A Hopeful Journey Through Tomorrow, a light-hearted and deadly serious book about a brighter future where we live more meaningful lives, governments invest in people and sustainable progress, and technology serves humans. Greg also authored The Experience Design Blueprint, a book about designing better experiences and then making them come true.

image of Greg-Olson-Managing Director of Delightability and author of Experience Design BLUEPRINTGregory Olson founded strategy and design firm Delightability, LLC. with the belief that if you delight customers then success will follow. He believes that we all have the potential to do better, as individuals, organizations, and communities, but sometimes we need a little help.  Gregory also serves as a volunteer board member for Oikocredit Northwest, a support association for social and impact investor, Oikocredit International.

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