...helping to inspire talented people to build
an adaptive customer-driven enterprise™

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Leadership
Masterclass Workshops

Helping to inspire talented people to
turn their organisation into an “adaptive customer-driven enterprise™”

Our leadership workshops serve as a professional masterclass, providing a powerful ‘jump-start’ to those charged with defining customer experience strategies, managing transformations, measuring customer experience performance, and managing customer-driven continuous improvement and value creation.  They can be delivered in-person or online, to an individual organisation, small corporate groups, or as part of a larger conference.

How we help

For each event:

 

The following is a selection of some of the masterclass workshops we provide, and together they form part of our comprehensive customer experience transformation programme.

If your organisation is looking for a ‘jump-start’ defining customer experience strategies, managing a CX transformations, measuring customer experience performance, and managing customer-driven continuous improvement, or if you are planning a corporate event,  or an industry conference where any of these themes could bring value to your audience, please get in touch to schedule an exploratory session with Paul Linnell (either online or in person), to discuss your project and to explore how we can help.

   

Leadership workshop - Justification and vision:

Defining “the Why” of Customer Experience,
and how to justify investing to improve it


Bird in the HandEveryone agrees that it’s “nice” to give customers a good experience, but when it comes to allocating funds, managing budgets, and controlling costs, investment in customer experience is often assigned a low priority because of a common lack of clarity about how to:

  • Quantify why customer experience is important, and 
  • Justify why it should be improved


We have developed two distinct versions of this workshop to reflect the unique and diverse challenges faced by businesses and public sector organisations.  In this workshop we explore why good customer experiences and a robust voice-of-the-customer programme can:

  • Give your business a huge competitive advantage, and
  • Make public services much more cost-effective and able to deliver significantly improved public, agency and government outcomes.


Tailored to match the current needs of each individual client, we work with workshop attendees to build a customer experience value model for their own organisation.  We consider their organisation’s strategic outcome objectives and criteria for success, the desired customer behaviours and choices that lead to these outcomes and the experiences customers have that may either drive, or undermine those choices.

We draw from our more than 20-year base of industry and public sector research to demonstrate the cost and risks of poor service, and work with workshop attendees to build a customer experience value model for their own organisation that documents:

  • The business case for investing in “customer experience” and service excellence.
  • The metrics to use to measure, manage and improve performance
  • How to put customer experience squarely on the executive agenda
  • How to plan your first steps and set priorities for improvement


The workshop serves as a foundation for driving accountability and internally calibrating, justifying and communicating the organisation’s customer experience vision and the underlying return on investment.  (For those organisations that take part in our baseline studies, the workshop also provides a solid foundation on which to prioritise the findings and turn their strategy into action).

Who’s this for?

This workshop is for executive teams, senior management, and customer experience champions needing to establish a clear understanding of the business imperatives of customer experience, service quality and continuous improvement.  Its content can be comfortably applied to businesses in multiple industries, public services, non-for profit and non-profit enterprises.

(Typical duration: One day)

 

Leadership workshop - Continuous improvement:

Adopting a customer-driven framework for
continuous improvement, innovation and value-creation


RoadmapIt’s a major challenge to transform an organisation, its departmental and hierarchical mindset, its processes and disciplines, its expertise, talent and creativity into a successful, unified, and adaptive customer-driven enterprise.

In this workshop, we introduce the CTMA Customer-Driven Framework for Continuous Improvement, Innovation and Value Creation and we explore how its adoption as an operational framework can seamlessly overlay an organisation’s existing structures to provide a common set of enterprise-wide disciplines for delivering customer excellence and continuous improvement.

There are three key concepts that define the purpose of the framework, and how it works to contribute to the success of an organisation by:

  • Creating value by making customers, staff ant the organisation more successful
  • Reducing effort my making things easy for customers and staff
  • Getting better through continuous customer-driven improvement

The framework consists of five value-creating disciplines, surrounding a central strategic objective of creating value for customers, staff and the organisation.  The five value-creating disciplines are oriented in an ongoing cycle of roles, responsibilities and activities that form a unifying endeavor of customer-driven continuous improvement and value creation.

In this workshop we explore each of these key concepts, consider the central strategic objective as it might apply in your organisation, and then examine the roles, responsibilities and activities that make up the five key value-creating disciplines.

Who’s this for?

This workshop is for those needing a framework to inspire enterprise-wide engagement in customer-driven quality improvement and guide their organisation towards achieving its customer experience objectives.

(Typical duration: One day)



 

Leadership workshop - CX Transformation:

Developing your enterprise-wide roadmap to permanently embed
customer-driven continuous improvement into your organisation’s DNA


Once the strategies and frameworks developed during the earlier workshops have been agreed and established, an organisation must ensure that they start creating value by becoming an enduring part of its “business-a-usual” operations.

The drive to improve customer experience has been around for so long, most organisations have “given-it-a-go” – several times!

These programmes are known by many names, (for example: “customer service”, “customer first”, “customer satisfaction”, “customer experience”, “service-quality”), but each time a new “customer- ___” 👈 [insert your own word here] initiative is launched, there’s typically a cycle of between 18 and 36 months during which interest and investment waxes, and then wanes.  Then the effort and investment is repeated a few years later using another word.

RoadmapSo, we’re left thinking:

  • What goes wrong with these programmes?
  • Why don’t they last?
  • Why do they so often need to be re-started over-and-over-again?


In this workshop we’ll explore:

  • Why customer experience improvement programmes often underperform, get stuck or fail to start
  • How to establish your customer experience baseline and the metrics that define your success
  • A transformation roadmap to make your CX / VoC programme and lasting, value-creating success


We’ll use cross-industry experiences to illustrate where CX programmes can go wrong, and work with workshop attendees to identify the right metrics to define their success, and build a customer experience transformation roadmap to embed CX into their organisation’s DNA to make their customer experience vision, a lasting, self-sustaining, and continually-improving, customer experience reality.

Who’s this for?

This workshop is for those who are about to launch, re-launch, or enhance a customer experience improvement programme, and wish to accelerate their path to achieving measurable benefits for their organisation, its customers, and staff.  It’s also for organisations that have already begun their transformation but need to validate their progress and guard against potential roadblocks or omissions.

(Typical duration: One day)


 


 

Ongoing support, and team and executive coaching

Even the best customer experience improvement programmes can under-perform, suffer distraction, and lose momentum.

To help organisations maintain programme freshness and keep pace with the changing needs wants and expectations of customers, CTMA can provide ongoing support with periodic visits, attend steering group meetings, act as an external programme champion, conduct customer service health-checks, and provide team and executive coaching and mentoring.

Please get in touch

To explore these options, please get in touch so we can schedule a call or a Zoom Meeting so we can learn more about your current challenges and consider ways we can best help.

   

 


 

About your facilitator: Paul Linnell

Paul LinnellFounder of CTMA, Paul Linnell, is a customer experience and service quality improvement champion and business author.  He works internationally with senior managers and their teams to help them achieve business success, reduce risk and build customer loyalty and advocacy by taking actions to improve customer experiences.  Paul specialises in the design and deployment of customer experience measurement, service quality improvement, complaints handling and preventive analysis programmes. Industries he has worked with include, Automotive, Consumer electronics, Consumer goods, Electricity & Gas retail, Financial services, Information technology, Local Government and Public Sector, Media / Publishing, Passenger travel (Rail, Air and Sea), Pharmaceuticals and Telecommunication.

Paul has worked with clients and presented on these topics at conferences and corporate events in the UK, Europe, North America, the Middle East, Australia and New Zealand.  Originally from the UK and now based in New Zealand, he continues to serve clients globally.

View Paul Linnell's profile on LinkedIn