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June 9, 2021 | 21 Mins Read

Schneider Electric’s Journey To As-A-Service: Part 2

June 9, 2021 | 21 Mins Read

Schneider Electric’s Journey To As-A-Service: Part 2

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Sarah welcomes Johnny Crowder, suicide/abuse survivor, TEDx speaker, touring musician, mental health and sobriety advocate, and the Founder & CEO of Cope Notes, a text-based mental health platform that provides daily support to users in nearly 100 countries across the globe, to discuss the criticality of prioritizing mental health in the workplace.

Sarah Nicastro: Welcome to the Future of Field Service podcast. I'm your host, Sarah Nicastro. Today, we are going to be talking about the need to de-stigmatize, normalize and prioritize mental health in the workplace. Hopefully you are aware that this month, May, is mental health awareness month. Those of you that listen to the podcast regularly or read our content, know that this is a very important topic to me. And I am thrilled to have here with me today, Johnny Crowder. Johnny is a TEDx speaker, touring musician, mental health and sobriety advocate, as well as the founder and CEO of Cope Notes, which is a text-based mental health platform that provides daily support to users in nearly a hundred countries. Johnny, welcome to the Future of Field Service podcast.

Johnny Crowder: Thank you for having me. I'm pumped up.

Sarah Nicastro: Thank you for being here. So I found Johnny on LinkedIn and I am a big fan of his content and messages. I'm also a big fan in general, about how mental health is something that you see discussed more and more on LinkedIn, right? I think that's kind of a bit of what we're going to talk about today is this is not needed to be a conversation that you reserve for Facebook or Instagram or whatever your personal social media platform is of choice, it is a conversation that is important for us to be discussing in professional forums as well. So Johnny, tell us a little bit about yourself and your background and your journey and how you got to the point of becoming a mental health advocate and public speaker.

Johnny Crowder: Yeah. So the short version, I'll tell you the short version. The long version, I have a TEDx talk. So if you want to go listen to that, that's like an 18 minute breakdown of how the heck I got here.

Sarah Nicastro: Okay.

Johnny Crowder: But the short version, I'm going to leave out a lot of details here, but essentially I grew up in an abusive home and I learned all the wrong things about myself at a very young age, started developing symptoms of mental illness much, much younger than most people. So I'm talking like toddler years, elementary school, middle school. So I never really had like a normal day, that like childhood day where you go play soccer and you eat a freezer pop or whatever. I had a lot of trauma and a lot of illness at a really young age. And it kept me from performing daily tasks for a long time.

Johnny Crowder: So like any child would I resisted treatment for like 10 whole years. I just wouldn't touch it. And then I started mandatory treatment in high school because of some behavior issues. And then I wound up taking psychology courses to prove my doctors wrong. It turns out they were right. And then I took more psychology courses, eventually got a degree from the University of Central Florida in psychology. And then I switched. The big shift was thinking that I wanted to become a clinician to realizing the power of peer support and just using what I had been through to employ empathy. So now instead of being a doctor, I just work with doctors and then I provide that peer perspective from someone who's actually been through it firsthand. And then those doctors can provide the book learn inside.

Sarah Nicastro: Yes. Okay, good. So when did you do your first, I guess, public speaking thing related to this topic? How old were you, what was kind of the... how did that come to be? Was it your TED talk, or I'm assuming you've been speaking before that?

Johnny Crowder: No. I can't imagine the TED talk being like my first time talking about it. Well, I think, so it started, it's a really unglamorous start. I found out about NAMI, the National Alliance on Mental Illness, when I was in college and I was like performing, I was teaching and performing improv and I was in a band and we were touring and stuff. So I was a little bit familiar with stage, but definitely not talking about my own personal mental health on stage. And I met NAMI greater Orlando when I was in school, and they were like, "Yeah, we have people come up and speak at events and schools just about what they've been through," and I was like, "Oh, well, I'm still really sick. So like, can I participate while I'm still having a lot of issues?" And they were like, "Definitely, come get involved and volunteer."

Johnny Crowder: So I actually just got a LinkedIn notification that my 10 year anniversary with NAMI was this month. So literally 10 years ago. You got to picture me. I'm 18, still have pimples. I'm still trying to figure out the chest hair situation, whether or not I'm going to grow any. And I just started getting on stage at these really small, local volunteer type events and just trying to awkwardly share what I had been through. And over time it became... it started feeling more and more natural to the point now where if someone asks me about my mental health in a professional setting, I'm not like, bah, but they're seriously when I would apply to jobs, I would try to do everything within my power to prevent my employer from learning that I was taking anti-psychotic medication or seeing a therapist and so on, so the stigma was real.

Sarah Nicastro: Yeah. And I think, going back to what I mentioned in the introduction with some of the content you see come up on LinkedIn and some of the conversations we've had even on this podcast, that dialogue is changing and I'm very grateful for that, but there's a long way to go. There's a long way to go. And there's a couple points in what you just said that I think are important. One is, normalizing this topic is everyone's responsibility, right? And it's not just if you struggle with it and it's not just if you don't, right? It's sort of understanding that collectively is how we make more progress in making this a more normal part of dialogue and a more normal part of our professional lives.

Sarah Nicastro: The other thing is, I like what you said about sharing even though you were still struggling. Right? I mean, I know when you and I connected last, I told you there's a woman, Glennon Doyle, for anyone that is not familiar with her, she has been a writer and a public speaker and an activist in different ways. She wrote a book in 2013 called Carry on Warrior that really, really changed my life. I read it on an airplane rides in California. And I remember I just had tears streaming down my face, but it was talking about her experiences with anxiety and depression. And it was really the first time in my life I felt that it was okay that I wasn't okay. Do you know what I mean? And it was, 2013 doesn't sound so long ago to me, but really it was before there was as much open dialogue about this in, whether it's blogs or podcasts or just on social media. It was huge.

Sarah Nicastro: She actually just launched a podcast and the first episode was last week. And one of the listeners asked something about her coping mechanisms for anxiety. And she said, "Well, the first thing is I had to admit I'm never getting better. It is who I am and it's not going to go away. So once I could stop waiting for it to disappear, I could breathe again, because I wasn't trying to fundamentally change who I am as a person. And then I could actually look at, okay, how can I cope with this? Not how can I wish it away?" And I thought that was super powerful. But anyway, all of that to say, you never know when sharing your own experience or being open to listening to someone else's struggles is going to really, really change things for someone. And so it's important for us to all acknowledge the role we can play in this topic. Does that make sense? That was a lot of me babbling. I'm sorry.

Johnny Crowder: No, I specifically remember clarifying with NAMI before I... I have really bad memory loss from medication like long-term, but this is one thing that I specifically remember. I was quadruple checking with one of the organizers before I first started sharing it, like in a peer support setting. I'm like, "Are you sure it's okay? Because I'm still pretty in the thick of everything and trying to figure stuff out." And they were saying, "That's actually great because you're not so far out of it that you're saying, 'Oh yeah, dude, read this book and take this vitamin and you'll be fine. And I'm fine. Look at me now.'" That doesn't help as much as someone explaining to you what they're going through and you're going, "Holy crap. Yeah, exactly. It is really complicated. I wish it was that easy, but it's not," like that is the essence of peer support.

Sarah Nicastro: Right. So in terms of peer support, not only do you public speak and advocate yourself, but you've also created Cope Notes. So tell the people listening a little bit about what Cope Notes is and why it exists.

Johnny Crowder: Yeah. So Cope Notes uses daily text messages to improve mental and emotional health. And the whole reason we're doing that is because a lot of people don't have time for like an hour appointment or they don't know what their schedule is going to be like, so it's hard to plan for traditional mental health services. Or they have privacy concerns. I know that that's something that I was pretty concerned with when I was first starting to use some online digital mental health supports. And then it's also for people who struggle with consistency like me. So I'm the kind of person who, with all the best intentions, I either over commit or under commit and the under committing is a result of over-committing. So I'll be like, okay, I'm going to run seven miles every day for the whole year. And it's like, dude, that's such a bad plan.

Sarah Nicastro: Right.

Johnny Crowder: Like you're going to burn out, you're going to... It's not going to work long-term. So I wanted to create something that could sustain the consistency necessary to improve mental health long term. So Cope Notes, one thing I want to clarify is Cope Notes isn't like a magical, it'll make you better overnight. This is something that, we're investing in you a year from now. Just like if you brush your teeth every day, it's not going to magically get rid of cavities, but over time it will prevent you from getting cavities. And Cope Notes is kind of the same thing, like low effort. There's a low threshold, low barrier to entry and it's pretty passive. So these texts come to you. It's not like you have to remember to use the tool, and over time, it literally trains your brain to think in healthier patterns.

Sarah Nicastro: Cool. Very cool. Okay. We've both shared a little bit about ourselves. And let's talk though, let's start talking about why it's so important to de-stigmatize mental health issues in the workplace. So as you know, most of the people listening to this podcast are in the business world and responsible for teams and responsible for employees, and we probably have people from different ends of the spectrum, people that are like, "Yeah, let's normalize mental health," and then people that are like, "What? I don't want to talk about that or think about that or address that." So let's talk about why it's important to commit to de-stigmatizing this topic.

Johnny Crowder: Well, I'm thinking if you're a leader right now, you're listening and you are a manager, you have a team, picture yourself like a coach for a second. So you're the coach of a soccer team. Because I mentioned soccer earlier. How important is it for you as a coach to create an atmosphere, an environment for your team to let you know if they're hurt? Like imagine if you were the type of coach... and this is what's happening in the corporate world, by the way, we have coaches proverbially who are saying, if you break your ankle, I don't want to hear about it. Your team doesn't want to hear about it. Don't show weakness, get back out there on the field and crush the opponent no matter what. And what you're doing is guaranteeing that you will lose the game. And you're guaranteeing that you will lose a star player. Because he only thing that will make a broken ankle worse is continuing to play on the broken ankle.

Johnny Crowder: And a lot of people who are in a corporate environment, they'll start experiencing like crippling OCD to where it's interfering with their, it's not only interfering with their work, but also with their work-life balance. And then that's affecting their sleep and it's affecting their eating, and then that's affecting their performance. And we have leaders who are saying that's personal stuff. No, it's not. No, it's not. If it's affecting work performance, it is not a purely personal matter. Anyone... And you know what I've seen, there's a little more talk about this lately, which I think is important, divorce. When someone is going through a divorce, have you ever met someone who was going through a divorce and it didn't affect their work performance?

Sarah Nicastro: Right. No.

Johnny Crowder: So you can't... It's important to establish work-life balance. But also leaders are in a position where, I mean, if they actually care about their company, they actually care about the progress of what they're building and they care about their team, you don't even have to have a heart for the people. Even if you're like this cold calculated spreadsheet person, you don't give a crap about how people feel, you should still care about de-stigmatizing mental health. Because imagine if you were in a boat that had a hole and you couldn't find it, and the boat was going down and you couldn't find it because none of the people on the boat would want to tell you where the hole was because they were afraid to get in trouble or get judged. Your boat's going to sink, period.

Sarah Nicastro: Right. So that's it, that's a good point. I mean, hopefully you care because you care about people.

Johnny Crowder: Yeah, definitely

Sarah Nicastro: But for anyone that's listening that doesn't... No. But I mean, it is a good point that this is, you can care, and let's say that's the warm, fuzzy side of it, right? Like I really care about my team or my employees, but there's also an element of needing to realize the impact on performance and looking at it strategically in the sense of it isn't just about being a warm, fuzzy, I care about my people thing, it is also an element of the same way that you... A lot of companies have programs that help employees with their physical health because they want people to be healthy and they want people to show up and feel good and be able to do their work. It's the same idea with the mental health, right? It's maybe not as visible in some ways as physical ailments, but it's certainly just as important.

Sarah Nicastro: And I would say, with everything that's gone on in the past year, pro and con. Pro is, I think even companies that before weren't acknowledging the criticality of this topic have realized that they need to. Con is, people are a bit more stressed, burned out and struggling than they ever have been, right? So I said this earlier, we all have a responsibility in this, but let me hear from your perspective. Why is it everyone's job to normalize and prioritize mental health within a business?

Johnny Crowder: Well, you can either be an example or a non-example. And I know that for myself, if I ever had a non-example, I would cling to that. So I'm trying to think when I was in college, if I knew nine people, this is hypothetical, if I knew nine other students who were engaging with mental health services, and I knew nine teachers who are opening up about mental health, but I knew one student and one teacher that didn't want to talk about it, that's it. "Oh, that's not for me. And I'm actually good." I would identify with that person every single time, because people are naturally looking for an excuse not to work on themselves. They're always sure. Yesterday I had a sunburn. I still have one. I don't know if you can see it. It's mostly on my shoulders.

Sarah Nicastro: You don't even look red.

Johnny Crowder: But it was a real sunburn and I wanted ice cream because I was so hot. And I had ice cream, and it was great. And I can virtually guarantee you that if I wasn't sunburned, I would have found another reason to have ice cream, because I wanted it. It works the same way with something, I'll relate this to physical health as well, exercise. I can find a reason not to exercise. I've been working out forever and I can find a reason to be like, oh, you know what? Well, today is Monday. And maybe I should start working on organizing my closet because I've been meaning to do that for a while. I will avoid working out when I'm tired. And if I have a friend who says, "Oh yeah, I skip the gym a lot." I say, "Oh, I identify with that person."

Johnny Crowder: So each time you turn down the opportunity to share about yourself, or you turn down the opportunity to engage in a mental health conversation, you are providing a, it's not even a safe haven, it's a danger Haven. I don't even know if that's a thing, but you're giving someone who might need genuine help and support an opportunity to not engage by setting the wrong example. So no one is exempt from this. Like kids, trust me, if you have an eight year old who's talking to you about feeling anxious, that'll change a parent. So forget status roles or forget ages or demographics. Everyone has an opportunity to lead by example. And by choosing to not lead by example, you are accidentally still leading by example, you're just leading by the wrong one.

Sarah Nicastro: Right. Right. Yes. And it's, I think a recognition that you don't know when or how you're going to help someone in a significant way, but guaranteed, if you're avoiding, consciously avoiding the opportunity to do that, then you're not going to help someone, right? It is important for everyone to understand the role they play in normalizing these conversations and making this a priority within organizations. And I think that those negative examples hopefully are becoming few fewer and further between, and also standing out more. Right? That's kind of the flip side of this is as this conversation does normalize, those perceptions of this as a taboo topic or whatever are becoming less and less mainstream, that's... Yeah. So what would be your best advice for listeners on to create a company culture that's mental health friendly and/or what are some of the biggest mistakes you see companies make as they're making an effort to do that?

Johnny Crowder: So I'll start with mistakes. What I see really commonly is something like, "Oh, it's mental health awareness month. And for mental health awareness month, we're going to send an e-blast out to everybody. And then maybe if you reply to a poll, you can get entered for a chance to win a water bottle." And that's it. And then at the end of May, all the executives are patting themselves on the back like, "Yeah, we're so good. We're such good people." Or they'll do like, as for mental health awareness month, we donated $500 to a local mental health charity, and then pat, pat, pat on my back and then we'll do a press release about it. And then everybody's happy. I see a lot of that. And I also see it. I don't even have to tell listeners why that's not enough. So I'm not going to use time talking about that.

Johnny Crowder: But I will say that what I do see commonly as kind of like too much, too soon. So people going like, "Oh, now we're going to have yoga every morning. And then before the beginning of every meeting we're going to have this namaste moment where everyone goes around the table and talks about how they feel." And then productivity is lowered and people are like, "Am I really supposed to be honest in this setting?" So I see a lot of that, like too much, too soon where they're not really thinking about culture, they're more thinking about policy. And the best policy in the world won't save you from a bad culture.

Johnny Crowder: When I'm looking at something like a company culture around mental health, I think small incremental steps and including it in existing policy rather than drafting a whole new policy. I remember I was in the Carolinas and I was with my buddies kids. He has five kids. Five.

Sarah Nicastro: Can't imagine.

Johnny Crowder: And they were making lunch for the kids and they just, they don't like spinach. It's like something in the house where they're like, "Ooh, spinach is gross." So what she did was she put slices of spinach in a grilled cheese sandwich. Not slices of spinach, you know what I'm talking about, leaves.

Sarah Nicastro: Yeah, yeah.

Johnny Crowder: In a grilled cheese sandwich. And then she had them take bites with their eyes closed to see which slice of grilled cheese they liked better, one with spinach one without. And they realized they couldn't tell the difference with their eyes closed. And I was blown away. I was like, this is such an innovative approach to getting these kids eat spinach. And she's like, "Well, yeah, if I just pour out a big bowl of spinach no one's going to eat any. You have to work it into things that they're familiar with that they like." And I think the same is true for mental health.

Johnny Crowder: Don't just dump it all into a bowl and push it out to all your employees. You have to... it's lots of casual mentions. So using a term like anxious or anxiety or depressed or depression, even just those two very basic things or asking people like how they are feeling, or if you're too scared of stuff like that, and you're a leader, you can literally start with asking people like for a minute at the top of a meeting, what they did over the weekend and then encouraging people to follow up with each other to ask, "Oh, you said you rode BMX this weekend. How did you even get into that?" And fostering those interpersonal conversations. Because if all your work conversations are about work, I can guarantee that people will never be fully honest in the work place.

Sarah Nicastro: Yeah. That's a really good point. I think we had a gentleman from QIAGEN on the podcast a few months ago, and we talked specifically about how they've increased their focus on employee mental health, really seeing the opportunity or need that COVID presented, and making it a focus for their field service operations, and a lot... Go ahead, go ahead.

Johnny Crowder: I just wanted to mention, I just had a great idea. I mean, it's not even an idea, but it's, a lot of leaders that I speak to say, "Well, my people don't really know me like that" or, "I don't really want to be the one that initiates something like that." This is when you need a scapegoat.

Sarah Nicastro: Okay.

Johnny Crowder: So this is like, I am a professional scapegoat.

Sarah Nicastro: Yeah.

Johnny Crowder: Because, if you're a leader and you say something and it falls flat or lands wrong and you're in your head about it, things can go sideways. But if you, "Hey, we're going to have a speaker come in or we're going to have someone come, like a third party," then you offload that like nervous responsibility.

Sarah Nicastro: Responsibility, yeah.

Johnny Crowder: And then you get to refer to someone who's not you. So it doesn't seem like, "Steve is deciding that this is the way it is." You say, "The speaker the other day mentioned..." and then you have like stuff to pull from.

Sarah Nicastro: Yeah.

Johnny Crowder: So a lot of people are afraid of being like the bad guy or the mental health guy, the person to start the conversation. It's like the spooky taboo region of conversation for some reason. And I always tell people that's exactly when you need a third party to come in and start it so that you can work off the momentum of that conversation rather than you being like, "I don't know what to say or don't know what to do." Let somebody else start the engine.

Sarah Nicastro: Yes, yes. That's a good point. And I think, probably a necessity for some personality types or comfort levels, but I also think, don't be a chicken and don't try and shirk your own responsibility for contributing. Now, that could be following on a speaker or it could just be taking the initiative flat out. But I think that what you said is it's really a matter of baby steps into the already existing processes, right? And that can feel uncomfortable at first, but the stakes are low. I mean, you ask how everyone's feeling in a meeting and you might get a couple of weird looks, but if you do it often enough, then people will start to engage.

Sarah Nicastro: I also think that leaders have to understand that it's a two-way street. So it can't just be you asking, how do you feel, how do you feel, how do you feel, if you're never willing to kind of engage on that personal level in an authentic way, whatever that looks like for you, but you have to be willing to share some of your own feelings, thoughts, struggles, as well, so that you model the fact that that level of engagement is not just accepted within the organization, but encouraged.

Johnny Crowder: Yeah. I'm thinking of one particular board that I serve on where there's a doctor that leads the board and she will kind of, at the top of the meeting, everyone will like share for about a minute or so just very brief, very quick talking about stuff. And she did this thing especially early on when the board was new. I've been with them for a couple of years now, but early on, I was like, I don't know basically anyone here, so I don't know what I'm supposed to share and when I'm not supposed to share.

Johnny Crowder: And she did this thing where she was explaining, like we go around and share and she's like, "I'll go first. I had a paper due last Thursday and it was due for publication and someone messed up a submission number somewhere and it's been pushed off. And I thought about it the entire weekend. That happened on Thursday. Today's Monday. And I feel like I couldn't get my brain to think about other things because I was so anxious about the thing on Thursday and whether or not they'll let us submit late. So honestly I'm a little wiped out, but I'm looking forward to getting energy back from this meeting." And I was just like, holy crap, this is the leader of the whole thing. And then as people started sharing, I mean, you don't have to tell people to share something similar, they will do it naturally because they saw that there was no consequence.

Sarah Nicastro: Right. Yes. But you have to humanize yourself, right?

Johnny Crowder: Mm-hmm (affirmative).

Sarah Nicastro: So let's talk then about why sometimes I think people don't do that, which is this sort of misconception that leaders have to kind of have that stiff upper lip, that I needed to be in a position where I command respect and I shouldn't let any cracks in the foundation show or signs of weakness or what have you. So what would you say to that misconception and why that is sort of an incorrect or outdated view of what leadership should look like?

Johnny Crowder: I think outdated is the right word, because that used to be a thing. Think back in the previous century and people were going through a lot of stuff, they needed a fearless leader, strong. And they're like, "Oh, we have to cut a thousand jobs this week," and the leader is like, "I will make it happen." That was kind of, I guess it worked for a long time, but now it's you see something like that and you just think, did they even hear? That's bad news. The thing that I think maybe a few decades ago what people feared most in a work setting was like a spineless leader or a leader that couldn't take action or a leader that couldn't command authority. Now people's fear is like a careless, cold, callous leader. They don't want to follow a robot. Why do you think there's like authenticity and vulnerability trainings and all this stuff for leaders? It's because people want to work for somebody who they know is a real person.

Sarah Nicastro: Right.

Johnny Crowder: And that's why I think, in the modern era, like before technology, I think strength was important. But now with everyone being able to access, basically they can look you up and find out all this stuff about you, they don't want to see that, they don't want to see your resume in a work setting or what you've accomplished. They want to see, oh dang, okay, he has a three-year-old and his three-year-old threw up on him. And that's, I've been through that, too.

Sarah Nicastro: Yeah. Who you are underneath.

Johnny Crowder: And all of a sudden you're like, "Man, you know what? I remember when my kid was three and I... Yeah, I want to give a little extra juice this week because I remember going through that" or, "Man, my kid is going to be three next year and I want to learn from this guy." So there's all of these opportunities to shift the way that you portray yourself in a work setting in order to provide more value. And in fact, most people think they're compromising authority and you're not. You're not. The people who have the most authority, if you think about virtually anything, the people who have the most authority are the people you like the most.

Sarah Nicastro: Right.

Johnny Crowder: For example, in my mind, if I've met you and I know you, you have more authority than the mayor of my city. Because I've never met the mayor of my city. So that, don't compromise, don't think that you have to compromise authority for showing your personality, because think about the people with the most authority in your life, they're most likely your friends and family.

Sarah Nicastro: Right. I was just going to say, I think the goal of authority in many cases is influence, right? And so I think that's going back to what we talked about earlier. Like hopefully you care about this topic because you just care. Right? But there is also an element of normalizing mental health discussions, not only because you care about your people, but because you don't need that hole in the boat, as you said. Same thing goes here. I wouldn't suggest trying to become more vulnerable as a leader just to exercise influence over people. Okay? It needs to be authentic. But when you can authentically connect with people in a human way, you do increase your influence over them. Do you know what I mean? There is also a correlation in terms of the positive impact on people, but also the positive impact on outcome. Right? So, that's a good point as well.

Sarah Nicastro: Okay. I know we're going to run out of time. I want to ask two other quick questions, Johnny. The first is, if you see an employee is struggling or if you know an employee, hopefully at some point it feels comfortable coming to you and saying that they are struggling, what is the best ways for a company or a leader to offer support?

Johnny Crowder: So, number one, don't be empty handed. Like don't say, "Well, no one's ever asked us for stuff so we don't need stuff." Wrong. Now is the time to have a few go-to resources. And I would say, make sure those resources are tiered. Don't give them three of the same type of thing. Like we have a red one, a blue one and a yellow one. Be like, what is your scale of need right now? Are you like a one to three? Are you a four to six? Are you a seven to 10? And then have at least one option in each of those categories? So I would say if you... Most people say, I want a suite of products to hand people, just make sure that they're covering different bases.

Sarah Nicastro: Right.

Johnny Crowder: And then I'll say, if you're identifying someone who might be struggling, the best thing you can do, best thing you can do is take them out to lunch. Best thing you can do. And no pretense, no anything like that, and just like spend time with them. Because I can almost guarantee, like food makes people let their guard down. If you take them out, you don't have to be like, "So how's your mental health lately?"

Sarah Nicastro: Right.

Johnny Crowder: Just be like, "Hey, just wanted to take you out. And I had a gift card to Chili's, so I thought it would be nice for you to get out of the office for a little while," and just talk. But I would say in either scenario, make clear that if they share something, make it clear like, "Hey, you're not going to get in trouble for what you just said to me. So don't leave this office and wonder if you made a mistake or anything. You got to know, we're not going to be... I'm not going to like go to all these higher ups and be like, oh, listen, this is what this guy is going through." Just remind them as they leave like, what you just did was really important, now I'm clued in. I can help and we can see, we can actually work together to solve this rather than you trying to figure it out on your own. So you just made the best decision you could make, like reinforce that

Sarah Nicastro: Right. Positive reinforcement of articulating that need. Right? Yeah. That's a good point. Okay. Last question. Tell listeners what resources, offhand, do you recommend for folks that want to either expand their own knowledge on mental health or look at different resources for their organizations. What are your suggestions there?

Johnny Crowder: So I'm going to be biased and recommend Cope Notes and also my TED talk. But outside of that, I would recommend NAMI, the National Alliance on Mental Illness. I can guarantee there's an affiliate close to you and they'll have a pretty good finger on the pulse of what resources are available in your area. And also TED talks in general. They have a way of taking these really complicated like subjects and then distilling them down into like 15, 10, 20 minutes. And that helps. Even if you, from now on, you send one TED talk a month, or you watch it with your employees over lunch, or you send it out via email or whatever, you have it on your internal employee board and you have the TED talk of the month and it's related to mental health, people will watch that and it will make a difference, because education is key.

Johnny Crowder: If you make health education easy and communal in that, "Hey everyone, homework for over the weekend, you watch this TED talk, it will take 15 minutes. And then on Monday morning at the first 10 minutes of our all hands meeting, we're going to just talk about some insights that we gleaned from the TED talk." That's the stuff that changes culture.

Sarah Nicastro: Yeah. Very good points. All right, Johnny. Well, thank you so much for coming on and sharing. I really appreciate you being here.

Johnny Crowder: Absolutely. Thanks for having me.

Sarah Nicastro: You can learn more by visiting us at futureoffieldservice.com. If you within your organization are taking strides to de-stigmatize and normalize mental health, I would love to talk with you about that and have you on the podcast as well. The Future of Field Service podcast is published in partnership with IFS. You can learn more about IFS at ifs.com. As always, thank you for listening.

May 24, 2021 | 5 Mins Read

The Shared Responsibility of Destigmatizing and Prioritizing Mental Health at Work

May 24, 2021 | 5 Mins Read

The Shared Responsibility of Destigmatizing and Prioritizing Mental Health at Work

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By Sarah Nicastro, Creator, Future of Field Service

In the last 14 months, as the lines have blurred between our personal and professional lives more than ever before, workplace discussions and action around mental health have never been more critical. Burnout is real and even employees who didn’t content with mental health struggles pre-COVID are experiencing the impact of the chronic stress the pandemic has introduced. Those, like myself, who already had a mental health issue to keep in check alongside their work, family, and home duties are in varying stages of struggle.

So, what do we do? Well, first, we need to acknowledge the criticality of destigmatizing, normalizing, and prioritizing mental health at work and we need to understand that doing so is a collective responsibility of us all. Yes, it is May and this is Mental Health Awareness month, but posting a few links to articles on this topic or checking the box on a ‘mental health meeting’ for your team does not a movement make. At Future of Field Service, we’ve been working to incorporate mental health into our content and dialogue because we realize how imperative it is to have this be a topic of discussion and an area of action as a regular course of business – not one month a year.

I recently sat down with Johnny Crowder, who I noticed from his active presence on LinkedIn surrounding mental health, to ask for some input on how businesses can improve and make progress in caring for their employees’ mental health. Johnny is a suicide and abuse survivor, TEDx speaker, touring musician, mental health and sobriety advocate, and the Founder & CEO of Cope Notes, which is a text-based mental health platform that provides daily support to users in nearly 100 countries across the globe. We started by discussing the fact that, in today’s world, personal lives and professional lives are simply lives – innately interconnected. “A lot of people who are in a corporate environment, they'll start experiencing a mental health issue where it's interfering with not only their work, but also with their work-life balance,” explains Johnny. “And then that's affecting their sleep and it's affecting their eating, and then that's affecting their performance. And we have leaders who are saying that's personal stuff. No, it's not. No, it's not. Mental health is not a purely personal matter.”

Small Steps, Repeatedly and Continuously

Johnny urges you to look at mental health as an area of responsibility and key focus, not as a buzzed-about topic that requires you to check items off a list. "Oh, it's mental health awareness month. And for mental health awareness month, we're going to send an e-blast out to everybody. And then maybe if you reply to a poll, you can get entered for a chance to win a water bottle. We could even donate $500 to a local mental health charity and then do a press release about that,” says Johnny. “Some companies do this and then at the end of May, all the executives are patting themselves on the back. I see a lot of that. And I don't even have to explain why that's not enough.”

But while it is important to take a genuine approach to incorporating mental health care into your workplace, it is also important to keep it natural and practical. “I will say that what I do see commonly is kind of too much, too soon. ‘Let’s have yoga every morning!’ I think this stems from a focus on policy rather than culture. And the best policy in the world won't save you from a bad culture,” says Johnny. “When you look at really incorporating mental health into your culture, I think small incremental steps and including it in existing policy rather than drafting a whole new policy work best.”

Think about where, within your existing processes, you can incorporate mental health discussions and actions that are non-intrusive, natural, and repeatable. “My sister in law was trying to introduce spinach to her kids that don’t like vegetables. She put it into their grilled cheese sandwiches! I was like, this is such an innovative approach to getting these kids eat spinach. And she's like, ‘Well, yeah, if I just pour out a big bowl of spinach no one's going to eat any. You have to work it into things that they're familiar with that they like.’ And I think the same is true for mental health,” explains Johnny.

What this looks like in practice often seems small or non-descript, but Johnny is confident that’s what works best. This can look like simply working to ask your employees more personal questions, about their hobbies or what they enjoy or their families or what they did last weekend, to simply get to know them better and to open a non-role related dialogue. “Focus on casual mentions. So using a term like anxious or anxiety or depressed or depression, even just those two very basic things or asking people like how they are feeling, or literally just start with asking people at the top of a meeting what they did over the weekend,” say Johnny. “It’s about fostering interpersonal conversations and connections. Because if all your work conversations are about work, I can guarantee that people will never be fully honest in the workplace.”

Embrace Vulnerability & Lead by Example

It’s important for leaders who are in any way uncomfortable with the idea of mental health as a focus to realize that vulnerability is the new superpower. “The strong, fearless leader with a stiff upper lip worked for a long time, but it is entirely outdated,” cautions Johnny. “A few decades ago, what people feared most in a work setting was a spineless leader or a leader that couldn't take action or command authority. Now people's fear is a careless, cold, callous leader. They don't want to follow a robot. Why do you think there are authenticity and vulnerability trainings everywhere for leaders? It's because people want to work for somebody who they know is a real person.”

Accomplishments and authority as a leader are still important, but today those things need to be balanced with relatability, authenticity, and humanization to be effective. The most impactful leaders realize how much power there is in building influence through connection rather than coercion and how critical personal relationships and openness are in attaining this. How you speak as a leader, your willingness to open up and share some of your own personal moments and even struggles, can go further in normalizing mental health in the workplace than countless dollars spent on formal programs.

Don’t Be caught Unprepared When it Matters Most

Finally, Johnny points out that as you start to normalize mental health discussions in the workplace, you need to be prepared with action when someone opens up about an issue they need support on. “Don't be empty handed. Have a few go-to resources. And I would say, make sure those resources are tiered for the level of seriousness of the issue. Be sure you’re ready to cover different bases,” he advises. “And never minimize the impact of just being present and listening. If you're identifying someone who might be struggling, the best thing you can do is take them out to lunch. Best thing you can do. No pretense, just like spend time with them.”

May 21, 2021 | 3 Mins Read

Living with COVID: Planning for Perpetual PPE

May 21, 2021 | 3 Mins Read

Living with COVID: Planning for Perpetual PPE

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By Tom Paquin

Out in the wilds of the world (of the suburbs north of Boston) I’ve seen every manner of barrier, mask, visor, partition, dome, and so on—all with the purpose of quartering off those pesky microbes to keep one another safe. At one place, the partitions will be made of flimsy plastic, while another has installed glass barriers that permanently separate their staff, which is to say that the scope of personal protective equipment (PPE) ranges from things that can come down with the help of a light breeze to things that are now permanent fixtures of our lives. So, too, will it be for things like masks, visors, and so on.

Perpetual PPE, as it were, has a variety of connotations and considerations for service, certainly, and it’ll be necessary to start thinking now about how some of this stuff will function beyond the quick stopgaps that we’ve built over the last year. Here are some considerations for what the next step of COVID preparedness might involve:

Developing a Coherent Strategy for PPE

We touched on this last week when we were considering how to meet people where they are, but service businesses interact with the world in different ways, and building a policy of consent is, first and foremost, integral to meeting that customer’s expectations.

As we emerge from our caves, and allow people to enter them to conduct service, it’ll be important to establish boundaries to maintain the new expectations of a weary world. Cynical people might call this “kid gloves”, but a year’s worth of trauma and anxiety doesn’t wash off, and if you want to be a business that is taken seriously, you’ll take people’s expectations about personal protective equipment seriously as well.

This will start with evaluating employee expectations, but it’s also about enabling employees, ensuring that the right materials are available in vehicles and at job sites to maintain cleanlieness and expectations, and that that training is disseminated, understood, and agreed upon. It’s a simple thing that can go a long way for the customers. Some will certainly brush it off. For others, it’ll prove that you actually care about them.

Rethinking Resources

Perhaps, you have, like me, concluded that mask dispensers will now be ubiquitous in public spaces in much the same way as hand sanitizer and tissues. There’s a rolling spectrum of where, why, and how these sorts of one-off materials will be disseminated to staff and customers in any given space, but as people stop carrying masks in their cars all the time, because they don’t need to, perhaps they’d like one while they stroll through a department store.

This is another one that is simple, but courteous—get in front of customer expectations, and start planning for this future today. Many businesses have made slap-dash changes to their floorplans to combat COVID. Maybe now we can take a step back, look at what we have, and make clear plans for what comes next.

What do we do with Waste?

This is a lot more complicated. I’m not unearthing some vast conspiracy when I said that PPE waste will continue to be a problem—It will. What we do in the short-term is important, but if PPE will be a continued fixture of how you conduct field service, it’s important to at least consider what the environmental impact of those actions will be. Perhaps it’ll overlap with the way that you manage your investment in the circular economy, or it’ll simply be disposal guidelines, but there’s no doubt the opportunity for disruption at some level, here.

None of us expected that we’d be wearing masks and taking precautions for this long, and without a doubt, there’s a contingency of people who will wear masks forever, for various reasons. Building plans for how we navigate these new dynamics will be necessary, and may even end up giving your business a leg-up.

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May 19, 2021 | 31 Mins Read

Foxtel Masters The Contract Workforce Model

May 19, 2021 | 31 Mins Read

Foxtel Masters The Contract Workforce Model

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Nunzio Bagnato, Director of Home Service & Advance Servicing At Foxtel, describes how the company has motivated its contract workers to be highly engaged, effective, and empowered to deliver the Foxtel brand experience.

Sarah Nicastro: Welcome to the Future of Field Service Podcast. I'm your host, Sarah Nicastro. Today we're going to be discussing a topic that comes up, conversation after conversation with opposing views and a lot of questions. I think we're going to answer some of those here today, so we're going to be talking about how Foxtel has mastered the contract workforce model.

Sarah Nicastro: I'm excited to be joined today by Nunzio Bagnato who is the Director of Home Service and Advanced Servicing for Foxtel. Nunzio, welcome to the Future of Field Service Podcast.

Nunzio Bagnato: Thank you.

Sarah Nicastro: Thank you for being here.

Nunzio Bagnato: How are you?

Sarah Nicastro: Good, good. Doing great. All right, so before we get into the contract workforce discussion, start by just telling our listeners a bit about yourself and your role and your background and anything you want to share related to Foxtel.

Nunzio Bagnato: Yeah, thank you. Look, as you said, I look after the home service part of our business as well as the advanced servicing. Advanced servicing is more to do with our case, technical case management and secondary activities that require some additional case management. But around 50% of my role, even 60% of my role is the home service, field service part of the business, and I oversee the field service part of that business as well as the contract relationship, all the field activities that involve installation, servicing the customer, upgrading the customer.

Nunzio Bagnato: I've been at Foxtel for 23 years, I've got 30 years experience in field service, originally started as a field technician at one of our first pay TV companies when I was about 20, and have been in the industry ever since and made my way up the ladder, and have now enjoy running a successful home service team here at Foxtel.

Sarah Nicastro: Awesome. Okay, so 23 years, that's a heck of a tenure, and you have that first hand perspective of what the front line job is all about. So I think that's really cool as well. I want to start by saying the audience of this podcast is a global audience and so we talked about the fact, Nunzio, when you and I connected previously, that the contract model is a more common model in Australia, and so I think that factors in to this discussion in the sense of maybe giving you a little bit more of a comfort level around it, but I think the practices that you have put in place at Foxtel for really mastering and optimizing this model, or something that is easily transferable or good food for thought for any company in any region looking to better leverage the value of a contingent workforce.

Sarah Nicastro: That being said, there does seem to be some debate around, is our contract workers the way to go, are they not the way to go? Are they the way to go, or are they not the way to go? In Australia, it's more common. You had mention that when you talk with colleagues in the US, the number one issue seems to be concern over control. Why do you think is?

Nunzio Bagnato: Look, I understand that concern. For many, many years we had some of those challenges. We had a traditional contractor model. Very transactional, very volume based model and the field technician was probably single minded focusing on what they can get from the role. It was the way we shifted that model, moved up to a more service based model, less transactional. And transformed what the technician should do and what the contractor's responsibility is in that contract.

Nunzio Bagnato: And it wasn't until we actually shifted to the new model and changed the way we operate and the way we engage with our vendors or our contractors, that's when we started to see the results of what we see today. We needed to change the culture. Traditionally a contractor model is transactional, it's a master/servant sort of arrangement, and you're going to get those type of results, you're going to get that behavior, you're going to get that culture.

Nunzio Bagnato: So, how do get a contracted workforce to feel and behave like your own field workforce without crossing any of those legal lines and having a strategic partnership where you have your contracting workforce or your contractors in the same building, side-by-side, part of your team, an extension of my structure and then have the field workforce change the way they interact with the customer, the way they actually present themselves. Shifting that model, introducing a score card model. And I know that every organization has score cards, but we didn't want to introduce a score card that was just something that we look at and tick and flick, it really had to be a way of working. It was the Foxtel way, if you like.

Nunzio Bagnato: And it was the program of work that we married with the score card and the rankings, and I'll talk a bit more about the score card. We did away with all those penalties in a traditional contracted model. In the past technicians will be penalized for not hitting KPIs or milestones. We did away with that. Our view was that we're dealing with adults. We want to have adult conversations with our vendors, our technicians or our contracting leadership team and have meaningful collaborative conversations.

Nunzio Bagnato: If they're an extension of my team, then we're having the same operating with them. We have those weekly meetings, we have those strategic meetings that actually drives us to meet our strategic goals. So, they are the key areas that we changed. To colocation, the extension of our team, the score card and the culture, and by the way, it wasn't like we just flicked it overnight. It was a journey, especially the culture phase. Shifting an entire workforce from a traditional contractor model to the model that we have today, we still have challenges today, but by large, we have been able to shift the workforce.

Sarah Nicastro: Okay, we're going to dig into all of that a little bit more, but I think one of the key messages that I want to get across to listeners here is that not only would you say that the cost efficiency of the model outweigh some of those concerns, but it doesn't necessarily have to be a trade-off. There are steps you can take and measures you can put in place to circumvent and alleviate a lot of the concerns that I think prohibit people from taking a deeper look at this model. Would you agree with that?

Nunzio Bagnato: Yeah. I don't disagree, no. You're right.

Sarah Nicastro: Okay, so let's talk then about some of those steps that Foxtel has taken to really shift things from that transactional more penalty based environment to one that's more collaborative, and when you said that we've gotten away from penalties and we've shifted, I know what you've shifted to, so I have a little bit of a sneak peek, but it made me think of parenting. They say that when you can give positive reinforcement, it's much more effective than punishment, punishment, punishment. So that seems to be a theme here as well.

Nunzio Bagnato: Well, it's an interesting point you make there. That exact point was pretty much when it came to the score card and how we actually managed the score card and the conversation we have with our field technicians. We wanted to focus on the positives. Every conversation had to be around the positives. What are we doing really, really well? And how? First of all, how did you get there? Not by luck. Not by sheer luck. You got there because you did something, you followed a particular sequence or you followed the process, or whatever it may be.

Nunzio Bagnato: Understanding how you got there, so we can continue to do that or improve on that is critical, so positively reinforcement and then what else can we do to improve? What are some of the other areas we can improve on? That is definitely how we approach our conversations. And that is at all levels. What I do when talking to my direct reports, when they're talking to the vendor or leadership team, we're talking to the field leadership team, when we're talking to the tech leadership team, it's the same, same conversation.

Sarah Nicastro: Yes. And I think that another aspect here is, if you're looking more for positive reinforcement, then how do you incentivize or reward these workers in a way that promotes those positive behaviors rather than simply penalizing them for a negative outcome. We're going to dig into that. Before we do, you mentioned that the score card was one pillar of this overall journey. Walk us back through the different areas of this, and then we'll dig into the score card specifically.

Nunzio Bagnato: We really needed to shift the way that the technician focused on the day. And prior to the score card or prior to our command center model being rolled out, our technicians focused on the traditional metrics like the completion rates, the misdeployment, blah, blah, blah. Really important, really important, but it was definitely drove a volume base behavior. Bang, bang, bang, bang, just get through the day as quick as I can, get the volumes through, because the more I do, the more I get paid.

Nunzio Bagnato: But that obviously impacted the way we actually serviced our customers, it impacted quality, it impacted safety, it impacted a number different areas of our business that we felt that needed to be addressed. And we lost the reason, we lost focus on why we're here. We needed to realize, we needed to take a step back and really make sure that everyone in our business understands why we're here. We're here to provide a service to a customer. In my case, we're providing entertainment to a customer.

Nunzio Bagnato: There was no focus on the customer when we're out there, so let's focus on the customer. We introduced the score card collectively with the leadership team, we introduced the score card that focused on four quadrants. And the first quadrant was all about the customer. It's about customer surveys and arrival on time. That's it. That's all I want to know about. If we go out there and we get a really good survey and great verbatims to go with that, and we've met their expectations by arriving on time, we've done what we had to do in that particular quadrant.

Nunzio Bagnato: And then we have our cycle quadrant, which is your traditional metrics, which is your completion rates and that type of stuff. The other quadrant is finance, and we wanted to focus on the finance component of what the technician does, because we do have a free issue model in our business. There are things that we need to keep an eye on and the contractors are a sub-contractor, their own business. So they need to understand how they impact the financial component of the score card. Nothing major, just something small, just for them to keep an eye on, but it's really important for us to keep track of our free issue and inventory.

Nunzio Bagnato: And then the last quadrant is quality and safety, of quality mainly. I'll talk about safety a second. Safety doesn't sit in the score card for us, safety is the qualifier, the gateway. If you fail any safety audits, then you are disqualified from your score card for the month. It's irrelevant how good you are in your score card, you fail safety, then you fail the whole lot. So safety is a gateway into the score card.

Nunzio Bagnato: And in the quality quadrant we have revisit, so the amount of times a job needs to be returned within 30 days. And what's important for us is having the set top box connected to the internet and the work involved in doing that. There isn't a lot of KPIs and it was by design. We don't want to have too many, but we've identified the key areas of our business that we want the technician to focus on. And each quadrant has a 25 point rating. So you can get a maximum of 25 and there are some thresholds.

Nunzio Bagnato: That score card is important to the field technician, because we lend idea from Uber and have a ranking, and the ranking, which is our bronze, our silver, gold and platinum, determines the priority of routing. So when it comes to routing, if you're a platinum technician, and you're been a platinum technician for that month, then for the next month you're going to enjoy priority routing, so you'll be the first technician to be routed. So all the platinum technicians get routed, all the gold guys next, all the silver guys and if there's anything left, the bronze guys will get the rest.

Nunzio Bagnato: That's really important for our business. Especially important for a contractor, a sub-contractor if you like, because this is their business. They have to ensure that they've got continuous work coming in so they can actually run their business. And for us, we're driving a culture. We're shifting the way the technician manages the customer. They sit down with the customer, they have that interaction with the customer, they service the customer, they really deliver what we want them to deliver and then they're doing everything else on the job they need to do. Making sure they complete the job, making sure they do this, they do that, from a quality point of view.

Nunzio Bagnato: When we first started this journey, it was five years ago, and we launched the score card model, 70 odd percent of our field workforce were bronze technicians. And we're really proud that right now, 70 odd percent of our field workforce is predominantly platinum and a little bit of gold. And that's taken a lot of work from our leadership team as well as the contractor leadership team. It is a lot of side-by-side compensations to get that team, the field team to operate where they need to be today.

Nunzio Bagnato: The score card really is identifying those KPIs that you want to focus on as a group, and introducing that KPI that's going to shift the way you operate, the way you service the customer and not put in any type of KPI, I mean, you can have a laundry list of KPIs, you can really get carried away, but we chose the eight. And we chose the eight for a reason, because we wanted to shift the way we operated, shift the way we serviced our customers, and we felt these KPIs did that.

Sarah Nicastro: There's couple things that I think are really interesting. The first is this recognition that I think a lot of the hesitancy around the contractor model, when you look at why do people feel they need to maintain that control. At least in my conversations it's primarily to protect the customer experience. Yet, when you're running a volume based business, you're working against that objective to some degree, just by incentivizing volume, volume, volume.

Sarah Nicastro: The incorporation of those customer focused metrics was an important step in helping your contract workforce understand, "Okay wait, we've realized the volume is not the only thing that's important here, and we need to prioritize the customer experience a bit more." I also think though there's something to be said about the simplicity of what you're choosing to track and how. So to your point, if you had a quadrant with eight KPIs in each square, it just becomes convoluted, it's harder for people to understand, they might not be as engaged in paying attention to what their rank is, and really simplifying that.

Sarah Nicastro: Now, one of the things we talked about though, is that those KPIs, you like to focus on two per quadrant, so the quadrants are identified, you like to set two KPIs for a quadrant to keep things simple, but those KPIs can change based on what the business' biggest priorities are. Can you talk a little bit about that?

Nunzio Bagnato: Absolutely, and it's really important to know that this score card is, all the KPIs that make up the score card, is fluid. There are some KPIs that will not be removed. I mean, customer satisfaction is one of them, that is always, that's cemented in, and that's important that we understand that, that is a number one focus.

Nunzio Bagnato: But from the moment we raised or launched the score card to where we are now, we've replaced these KPIs. In the early days when we launched the model, that's the command center model, and we introduced a new field service scheduling system, we needed the technicians to change the way they interacted with us and how they use the system, and I required them to follow a couple of different steps, click button here, click button there. And we just couldn't get the field workforce to do that. So we included it in the score card. Button compliance was critical to our success. Especially when you're working a workforce scheduling system that we share that depends on the technician clicking on-site and clicking off-site, so we can get accurate timings, get the data we need to be able to run an efficient business.

Nunzio Bagnato: So we had button compliance. We also had time on the job. We identified early on that technicians were doing seven minute service calls. And in a contract in the old world, that make sense, because you're pumping through a lot of volume, but in our world now, it's like, seven minutes, how do you actually knock on the customer's door, rate the customer, diagnose the problem, fix the problem, explain the problem and then take the customer through the ending of the interaction in seven minutes? It's not possible.

Nunzio Bagnato: So job timing were as important and trying to change, not asking the technician stop doing jobs quickly, it's about can you explain to me how this seven minutes service call happened? Can you please explain to me how we can actually increase the time? Have you gone through each of the steps on the scope of work? And it's just educating the technician on what we expect from them, and what our customers expect from them and what you should be doing in each of your jobs.

Nunzio Bagnato: And we're not suggesting for a moment that every technician spend an hour, an hour and a half on every job, you're going to have different technicians spending different times, but ruling out those little job times or those smaller job times, because you know we're not offering the customer the level service we need, was important. So we introduced things that we needed to focus on, that we knew that needed to shift. Either shifted from a performance point of view or shift from a behavior slash culture point of view. And we continue to look at what kind of areas of our business do we need to now reintroduce.

Nunzio Bagnato: Now, we don't do it as often as monthly, in actual fact, we went early days we did six months, now we've extended it out every year. So every year when we enter into our new financial year, we will review our score card and we will have a look at what we're going to include this year, what is our focus, so what is our strategic focus this year, and how does the field actually contribute to that. Do we need to change our score card, or do we need to change the target, and do that.

Nunzio Bagnato: And by the way, we don't just decide in this office and then roll it out, we have the conversation with our service provider or our contracting company, then we pressure test it with our field leaders and then we pressure test it with a focus group of technicians and we get feedback. And when they're comfortable, we're all on the same page and we got the right feedback and we're going to achieve what we need to achieve, then we'll formally roll it out as a change. In our model, we don't just do things for the sake of doing it, or we don't just change things and expect the rest of the business to fall in line. They're the ones that actually going to be delivering this, so we need to understand, is it something we're going to be able to successfully achieve?

Nunzio Bagnato: The score card is not only for the technicians. The score card is aggregated all the way up to me. So the score card the technicians look at, and we'll talk about the other score cards in a second, that is how everyone's measured. It's not only for the field techs, the score card model is aggregated all the way up to me, so everyone's got skin in the game here. I don't have a different set of KPIs, we all got the same KPIs, we work off the one score card.

Sarah Nicastro: Okay, tell us about the other score cards.

Nunzio Bagnato: We've got a command center and planning team that's co-located as I said to you earlier, and they have their own score cards. So the command center have their own score card and the planning team have their score card. There are shared measures or shared KPIs, things like customer satisfaction, completion rates, they are shared. They are things that we believe that everyone in this group has the ability to influence, and there's a couple of other KPIs that are shared. And then there are KPIs that are specific to their role.

Nunzio Bagnato: The difference with that score card is, they're employees of the contracting company, so they're not sub-contractors, so they're on salary. Their score card is linked to their bonus. For example this year, the target is gold. If they achieve a gold average throughout the year, they get a 100% of their bonus. If they don't then they get a percentage of their bonus, and it's really, again, same sort of operating rhythm, a weekly side-by-side conversation. Going through the score card, focusing on the positives, identifying the opportunities, having a look at other peers and bringing in those peer-to-peer conversations, the coaching, the mentoring to help that individual be successful.

Nunzio Bagnato: But the way it operates here, is that we have, an example be the Victorian Command Center Optimizer, we'd sit down with the Victorian Planner, we'd sit down with the Victorian Field Leadership Team in their weekly meeting and they would share their KPIs and work through their plan of attack for the week. Now, there is a focus, and then they go away and hopefully that plan they put in place is going to yield them the results they planned and then happy days. We keep moving and get better and better with it. So they work really closely together.

Nunzio Bagnato: And you've got a combination of contractor versus Foxtel employee in those conversations as well.

Sarah Nicastro: Yeah, that's one of the things you said earlier about even when you're making changes to the field score card, you're asking for feedback, and I think that's another good point, is just because you choose to leverage a contractor model, does it mean that you can't value and treat those employees as a part of the business. I think there's sometimes this perception that its internal or external and it sounds like you guys are doing a good job of making sure that you're listening to that feedback, incorporating that feedback and prioritizing those employees' voice in a similar sense of W2 employees.

Nunzio Bagnato: Well, we value the technicians, we value... My view is they have a voice. They have a very strong voice. They're the only face-to-face contact we have.

Sarah Nicastro: Right.

Nunzio Bagnato: When you look at our business, every interaction the customer has, is going to be over the phone or via chat or online. The field technician is the only face-to-face they have. So they are prime to tell us exactly how we can improve the customer experience, they are in a perfect position to tell us how to improve our business, because they are doing what they need to do to get the jobs done at the standard that we expect from them. They've got a voice in our business. Our field and myself, my field leadership team, my leadership team, have always been front and center in toolbox meetings or any type of technician gathering. They're out and about. We don't just sit in an office and cut ourselves off from the world, because I think having those face-to-face relationships, not only are you getting the feedback from them, you're helping them understand our strategy, the reasons why we make decisions.

Nunzio Bagnato: We are helping them with our message. We're actually developing a really strong relationship at every level. We're not hierarchical at all. I mean, I've had conversations with multiple technicians. I have technicians call me, text me, and I'm okay with that, because that is a window, that is a portal into their world that I need. So how do I improve my business if I don't have the relationship with the guys and girls that are doing the hard yards every single day?

Nunzio Bagnato: And I was a technical as well, so I've got a soft spot for them as well.

Sarah Nicastro: Right, right. Now, we talked about the tiers of technicians and the prioritization of routes. So the platinum technicians get the best routes. Are there other incentives tied to their achieved tier or is that the primary, I guess, incentive for them to work toward platinum, gold, etc?

Nunzio Bagnato: Well, as soon as you're a platinum technician, you've been given the opportunity to actually take on additional work or other types of work, for example, our VIPs and escalated customers are only serviced by platinum technicians. When we make a promise to our VIPs and we're sending out a technician, we're sending the best of the best, because they have a proven record. They're excellent customer experienced, they're excellent in every other KPI on the score card, but they've got a history of being a platinum technician.

Nunzio Bagnato: And any other type of additional event sort of work or any type of additional work that we need highly skilled technicians, they've been the first guys we go to. So there's a benefit of being a platinum technician outside of just the usual work. We just recently introduced the platinum plus, and that is because we identified that there is a group of platinum technicians who have been platinum for a very long time and they go the extra mile, but it's not captured in the score card. Like, they've always getting five out of five in their surveys and then another platinum technician is getting four point nine or four point eight, but they're always achieving, so they are high achievers. And we felt there's an opportunity for us to introduce platinum plus for those high achieving technicians. Allow those platinum guys to go the next level, to provide the next level of service. Really drive that customer interaction, really drive the way they service the customers and the way they operate, and recognize those guys that are continually hitting platinum. So we introduced platinum plus.

Nunzio Bagnato: From a routing perspective, it doesn't change, but we've got other benefits. Benefits like tickets to premiers, tickets to the football, any of that type of additional benefit, we're happy to provide to those platinum plus guys. And we've already got, we introduced this, what, in June? Sorry July, and we've already got close to 10% of our workforce sitting at platinum plus.

Sarah Nicastro: That’s great.

Nunzio Bagnato: Yes.

Sarah Nicastro: So talk a little bit more about the impact this journey, the score card has had on I guess A, service delivery and B, the contractor engagement.

Nunzio Bagnato: Well, from a service delivery perspective, I mean, we have achieved and we're enjoying probably the best patch of our journey ever. Our KPIs, our performance, the way we operate from an efficiency point of view, the level of service we offer our internal customers here at Foxtel and external customers, is probably the best that it's ever been. So when I just sweep through the KPIs in our business, we're not just improved, we've blind them out of water in a lot of cases, but for me, what's really important about that is sustaining that type of level of performance and keep the team striving for more.

Nunzio Bagnato: Our completion rates for example in the early days when we first launched this, now five years ago, we were kissing 87% completion rate, which means 38% of our customers were being not missed, but jobs waiting to get done. We're enjoying now an average of 94, 95%. It's not unusual for us to hit 95%. In actual fact, when we don't hit 95%, we scratch it and say, "What went wrong?". But that's where we are right now. Customer satisfaction, we never used to measure that, we introduced that as part of the command center launch, but in the early days that was sitting at three out of five. We are now averaging four point nine and four point nine five. And the verbatims we're getting from our customers is nothing but complementary about the level of service we provide our customers, the time we do, turning up on time, spending the time going through each of the scoping out of the job, providing the level of service that they expect from an organization like ours. And that's what we want to see. But there are other opportunities for us to improve on that.

Nunzio Bagnato: We're enjoying a patch right now that we've never experienced at Foxtel and we're not done. We believe we can do a lot more, a lot more. This is an ever changing environment, especially pay TV, field services is becoming tougher and tougher every single day. There are pressures that every field service organization around the world is dealing with. And we believe there is another iteration of what we've got here. We call it the command center model, but we believe there's another iteration that we want to tap into that is organic to where we need to go to.

Nunzio Bagnato: But from a partnership point of way, I think we've identified that the level of engagement we have with our field team, as well our contracting team, it's the best it's ever been. And that's because we moved away from that master servant model, allowed them to be in the driver seat. Sit beside me, let's work through this together, my KPI is your KPI, that type of stuff. But what's more important is that they drive the program of work. They focus on, they provide the areas of focus. They're the ones that are actually driving the change on our behalf, and we're giving them that control in allowing our vendors or our contracting company to set the agenda, so they're highly engaged.

Nunzio Bagnato: And that's because they're running this like their own business.

Sarah Nicastro: Now, when you decided to make this shift, the whole journey, part of that was a plaids word customer-centricity, and you talked about the fact that the technicians are the face of Foxtel, they're the ones that are interfacing directly with the customers, and so part of this was moving from that transaction and volume based approach to having them present and interact in a way that was in line with Foxtel's brand and persona and quality levels.

Sarah Nicastro: How did the score card method help in achieving that outcome?

Nunzio Bagnato: Well, we had to take a step back and we had to look at the Foxtel technician. What does a Foxtel technician look like? What is the future of the... What's the Foxtel technician of the future look like? And at that point in time the Foxtel technician looked like a standard trainee. I mean, if you had a plumber stand beside one of our Foxtel technicians, you wouldn't know the difference. They looked the same, they spoke the same and they serviced the customers the same way.

Nunzio Bagnato: And I'm not suggesting that plumbers don't service customers, but I was trying to illustrate here is that the Foxtel technician felt and look like a trainee. And when you look at what we were delivering, we're delivering entertainment. That's what we do, and we're providing a customer a form of entertainment. And does a Foxtel technician need to be in a trading uniform. Our old technician used to be in high V's vest with, we call them silicone snot marks all over his uniform, scruffy looking dot dude, turn up to the customer's house, grunt his wife through the job and get the hell out of there as quickly as he possibly can.

Nunzio Bagnato: That wasn't in line with the product we were providing. It wasn't in line with our brand. So we had a look at what does a Foxtel technician, what should it look like? And it needed to be somebody who was groomed, well groomed. Who presented himself really, really well in a standard Foxtel uniform who had really good soft skills. So we changed the way we recruited our technicians. We had technicians that were highly skilled when it came to installing Foxtel and servicing Foxtel, but when it came to the soft skills, there was an area of opportunity. So either we had to train up those guys in their soft skills, or when we were recruiting new technicians, they were really good with the soft skills stuff, really good with the customer experience, really good with the interaction stuff.

Nunzio Bagnato: And we can train them on the technical stuff. We've got a really good training program to get them right up to the standards we need to provide them that highly technical ability, but that soft skill stuff, that interaction, that was critical to us. So we made sure that our recruitment strategy shifted and we focused on those type of men and women. And that, together with the score card and the way we actually discussed the score card, a program of work with the score card, shifted the type of technician we had out there.

Sarah Nicastro: Mm-hmm (affirmative).

Nunzio Bagnato: They are 100% focused on providing a service to a customer and they know that they need to turn up with their ID, with their uniform, well-groomed and interacting to follow the scope from A all the way through to Z, because that is what we expect from a Foxtel technician. That is what's getting sure that they provide the level of service the customer expects from us. That is what helps them achieve a good score card. And if that all goes into plan, then they are almost guaranteed work.

Sarah Nicastro: It makes sense.

Sarah Nicastro: Yeah. So the other thing that you've mentioned that was key to all of this is the command center. The score card method and the command center work together to give the technicians the ability to focus more on that service experience. Talk about the command center's role in allowing the technicians to focus as much as possible on that customer interaction.

Nunzio Bagnato: When we designed the command center, we designed the field component to empower the technician to have full control over it, his or her day. We wanted the technician to be able to do everything from their device, control their day. But we also said is that we want you to focus on the job that you have in front of you. The old technician would be doing the routing, the jeopardy management, the rescheduling, the whole lot. Your role, let's define your role, your role is to go into a customer's house and service them and do what you need to do, do whatever is on the work order, but when you're at that house, you are 100% focused on that customer. You're not worrying about your next job or your route or whatever, tomorrow's route or whatever, 100% focused. But I'm giving you full control over that job.

Nunzio Bagnato: If a technician's day goes to plan, the command center will never interact with the technician. And we have technicians that go through days where they're not interacting with the command center. The command center only gets involved when the job or the route goes off path. And they only manage by exception. They're there to provide them support, but they're also there to take away all those admin type of tasks. If the day doesn't go to plan, the command center will identify that before the technician knows that your day is going off track. A job or some jobs in the afternoon present themselves at risk. The command center will reach out, the technician validate that, that's the case, because sometimes it's not exactly, the technician may be finishing off a job and as soon as he finishes that job off, the day corrects itself. We just want to reach out and make sure, the technician confirms that he's still on the job and may be out there for a while, and the command center will manage those jobs that are at risk, utilize or reroute them to another technician in the area to make that point of window.

Nunzio Bagnato: In most cases we will do that or bring another technician to the area to meet that time stop. In worst case scenarios that we're not able to meet that time slot and the command center will manage the customer.

Nunzio Bagnato: But there also is a where's my tech solution out there when the customer can self-service as well, so they can actually have a look the way the technician is and work out exactly when he or she is estimated to arrive and obviously job out their day to ensure that they, they do not have any inconvenience any way. So the command center really is there to provide them that support and level service and manage by exception. Again, if the day goes to plan, the technician would not speak to the command center. But there are scenarios where they have it.

Nunzio Bagnato: You've also got a planning team which is part of the command center and they are all part of the planning component leading into the day and they are highly important to the technician's score card, arriving on time, it's all about the planning, completing your job, it's all about the planning. Planning team have weekly discussions with the field leadership team about improving the quality of routes, improving the capacity, utilization rates and all that type of stuff.

Sarah Nicastro: Yeah, I think what's interesting to me is, you've recognized the need to enable your technicians to focus more on the customers, you've incentivized them to do that through the score card, but you've enabled them to do that by eliminating a lot of that administrative parts of the job so that they have the capacity to focus more on that interaction instead of those other manual or time consuming tasks.

Nunzio Bagnato: Yeah.

Sarah Nicastro: Yeah. Okay, all right, last question is, if someone's listening who is thinking through how to begin to leverage or how to better leverage contract workers, can you first summarize the value. What is the reason that this model can work and work well for organizations?

Nunzio Bagnato: I think a contractor model and the reason why a lot of organizations go to a contractor model is because it's not a fixed model from a cost perspective, and the attractive component of that is it becomes variable. And it depends on what kind of contractor arrangement you have, but most contractor models are variable and that's the attractive component of it. But with that comes a lot of pain if you don't manage it right. If you don't have the right relationship, if you don't have the right partner and you don't treat them like a partner.

Nunzio Bagnato: If you treat them like a contractor, you're going to get contractor results, guaranteed. So we've been able to take a trade-like sort of service and make it feel like a Foxtel service. But it's not unique to us, I mean, we can take this model anywhere, because it's not specific to Foxtel. What we've introduced, what we've built is transferable to any type of industry or any type of work I should say.

Nunzio Bagnato: If you treat your vendors like a contractor, you're going to get contractor results. It's about having a really strong strategical partner that can work with you and work side-by-side. And you're going to have to be okay with being challenged. In actual fact, we get frustrated, because we know we don't get challenged enough. We want to be challenged. I don't have all the answers, but the contracting company that we've engaged to do this type of work, that's what they specialize in, that's what they do really, really well. So they need to bring that to the game. They need to bring that to the table and you need to allow them to do that. And it's okay if they challenge you.

Sarah Nicastro: What's your best advice for someone to get started with incorporating a model like this, a score card model? How can you begin that transition from, all right, we're looking at this like a contractor thing, it's a volume based thing. We realize we need more. What's the best advice to begin that journey?

Nunzio Bagnato: For me it's don't try to do too much too soon. Understand exactly what is your desired end state. What is your desired outcome from that field workforce, and just keep it simple. Just really start off simple and then try to remove any of that complication. Allow your field, your leaders to understand exactly what you're trying to achieve and then build on that. Just start off slow and build on that.

Nunzio Bagnato: Focus on what you want to do and be very clear with that message, and everybody involved, from you down, needs to be singing from the same hymn sheet, they need to be with the same messaging. And it's okay to mess up, it's okay to mess up. In actual fact, as long as you don't break something, it's okay to mess up. Go ahead, mess it up, because it will only get better by messing up. Got to give them the freedom, you've got to make sure that they feel safe in the environment to do what they need to do, but they're not going to be losing their job over it.

Nunzio Bagnato: You can't penalize somebody for having good intent. I'll never remove a technician from the platform if his or her intent was to service the hell out of a customer and they've gone outside of the process. Processes are guidelines. I'm taking them as a guideline. As long as you've done what you needed to do to get the customer online, happy, enjoying Foxtel, it may not be the standard process, but I'm okay with that. That's what we're in the business to do.

Sarah Nicastro: Yeah, that's another good point, is that empowerment, because empowering the technicians to deliver the customer experience in a good way, even if that isn't picture perfect or whatever, it shows that you trust them and value them which goes back to that engagement and that buy in of what the mission is. But I like the point of keeping it simple. Again, the way that you've se the KPIs so that it's a consumable amount of things to focus on at once and if you can prioritize, here is what's most critical, then incorporate that, start there, and as you start to see progress and improve, then swap out some of those KPIs to get to that next wave.

Sarah Nicastro: You're not set in stone, you just need to figure out where to start and get started.

Nunzio Bagnato: But then I need the KPIs and score card, it's the processes or the way you've structured the team. I mean, start off small. Start off in a controlled environment and then keep adjusting. Don't stand still, keep adjusting and then you'll find your sweet spot. Once you found that sweet spot, bang, you're off and running.

Sarah Nicastro: Good. All right, Nunzio, well thank you so much for joining and sharing, I really appreciate it.

Nunzio Bagnato: Pleasure. Thank you for the conversation.

Sarah Nicastro: Absolutely. You can learn more by visiting us at www.futureoffieldservice.com, you can also find us on LinkedIn as well as Twitter @TheFutureOfFS. The Future of Field Service Podcast is published in partnership with IFS. You can learn more by visiting www.ifs.com. As always, thank you for listening.

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