Anonymous surveys that collect demographic or statistical information can be very useful.  However, surveys collecting feedback – particularly when that feedback about a service – are challenged greatly when attempted anonymously.

Fundamentally, the goal of collecting feedback is to understand his unique preferences and adjust your processes to fit his style accordingly.  Feedback of this nature is inherently personal and unique.  Providing a service (whether it be managing employees like the Pointy Haired Boss, or providing engineering expertise to a client) is not just a technical proposition.  Services are provided by people to people.  And since we’re all different and have individual preferences and approaches, there is no one-size-fits-all methodology.

Understanding this concept unveils the first challenge of anonymous feedback.  When no name is attached to the feedback, it can’t directly benefit the respondent.   When you receive anonymous feedback, and 99 out of 100 people love the way you do something, how much effect does the one dissenter have on your approach?  You aren’t going to change everything for one person.  However, if you knew who that one person was, you could adjust the process just for him (assuming it made business sense to do so).

Secondly, anonymous feedback demonstrates real challenges with trust.  The respondent can’t trust you to actually do anything about the feedback given (because, after all, you don’t know who gave it).  Or, he doesn’t trust the actual anonymity of the feedback.  With all the tracking and tricks of technology today, how often do you really believe your anonymous feedback is truly a secret?  Worse, what if you ask for feedback anonymously, and (without trying to) you figure out who gave challenging information.  Now, you really want to respond, and fix the problem – but doing so is going to violate the “trust” you offered the client by offering an anonymous survey in the first place.

But what about the good anonymity provides?  Won’t my clients be more honest?

Actually, you can get great, honest feedback, and get more of it – if the right person asks the right questions – to the right person at the right time.  Therein lies the challenge of building a great feedback process.  The most important aspect of collecting feedback from clients is to be sure the feedback is about the client – not about you.  If you collect feedback  in a manner that unveils the client’s preferences, and you respond by specifically helping the client more according to his expectations, trust is created.  When you prove to the client that feedback matters, and that you act upon it, there is no need for anonymity to get honest feedback.

That is the paradigm where the healthiest relationships are developed and were lasting client loyalty is built.

But we wanted to dig deeper, and let the actual clients surveyed tell the story, from their perspective.

We analyzed all the feedback collected in the last two years. 24% of all replies included a score below “Met Expectations.” We then selected just the cases where someone who gave a low score at least once later responded to another survey from the same person.

We found 1,121 vendor-client relationships that had feedback collected a second time after a low score was given.

In these relationships, the occurrence of scores below “Met Expectations” went DOWN by over 83%. In essence, those who collected feedback and got a low score were able to adjust and demonstrably improve their service to those clients.

Would you like to eliminate 83% of your client problems?

In addition to an overall lower rate of low scores, the overall average scores went up noticeably as well.  If we draw a line for all feedback collected before the low score occurred, and compare it to all feedback collected after, we see the ratings move from just barely meeting expectations to consistently exceeding expectations.

When you can exceed your client’s expectations, you will keep them around – building loyalty and maximizing the value of your relationship.

If you aren’t already asking, don’t assume your clients are telling you everything.  When you ask for feedback, you will discover opportunities to improve.  Even better, once you discover a problem, the data shows you can fix it.

If you want to find out how we can help you find these opportunities quickly, contact us at:

answers@designfacilitator.com   or   866-4-DES-FAC

Is this what your feedback program looks like?

How does this make you feel as a client?

More importantly, is this the message you give to your clients when they provide feedback?  Research indicates the overwhelming majority of professional services firms (architects, engineers, lawyers, etc) do not solicit feedback from their clients.   And yet, feedback is critical to your ability to serve, keep, and profit from your clients.

Some clients are bold enough to provide feedback, at least once, even if you don’t ask for it.  Your response, though, will dictate exactly how much more feedback you will get from them.  When you get feedback, are you the grenade?  Do you get defensive and start spreading blame like shrapnel in all directions?  If lodging a complaint (or even giving constructive criticism)  feels like pulling the pin on this example to the right, how many clients are going to keep on complaining?

While we all want our clients to stop complaining or criticizing, making them afraid to do so will only further the speed at which they take their projects (and corresponding fees) somewhere else.  Rather, we want more feedback – in the form of praise!  Now you can turn clients into allies – loyal consumers of your services, and champions of yours when referrals are requested.

Here are three fairly basic approaches to help you become adept at avoiding shrapnel, and encourage your clients to give you more feedback.

1. Respond without reacting.  When criticism comes in, realize it’s not personal, but really just information.  Your client is training you to help him better.  I know it sometimes feels like an attack on you, your character, and your self-worth.  It’s not.  Feedback is always more about who’s giving the feedback than who it’s about.  Understand what your client is trying to accomplish with this information.   He’s got a problem, he hired you to help him with it, and now there’s another problem to deal with.  Instead of trying to explain how it’s not your fault, be very interested in his problem, and how you can fix it.  ”Oh, wow.  That does sound like a problem.  How can I help you fix that?  Is there anything else we can do to avoid going down this road again?”  If there are other people involved, and you are the one that takes this approach, you’ve just risen above the crowd and earned a huge dose of respect from the client (and probably your peers too).
2. Focus on the process not the people. People don’t intend to screw up.  When stuff goes awry, look at the process used.  If you focus on the people involved, the conversation turns to blame.  The best that can happen here is someone else gets to “pay” for the problem.   This builds conflict between you, your team, and your client.  Conflict is not healthy when trying to build effective processes.  If instead, talk about the process that resulted in the undesirable outcome, and cement your role as the leader steering the team (regardless of what your business card title says).  By pointing fingers at a process – which is emotionless and easy to adjust, you don’t have to try to change people.  A process can be documented, explained, understood, and modified on the fly to produce different results.  Draw the process on a white board with everyone involved.  Act as the recorder, asking which processes work best for each person, and build consensus on a client-focused plan.  If the client designs the process, he will take more ownership of the results.  More importantly, you’ve again been trained as his expert – worth a premium price so he doesn’t have to deal with this again with someone else.
3. Ask for feedback often!  When your clients see you as a grenade, ready to explode, they are less likely to train you to expert status.  But, asking for feedback in a soft, friendly, comfortable manner will diffuse challenging situations before they get big.  You will create a feedback habit with your clients, and they will be much more engaged in helping you help them.  It’s their process now too, so they want it to succeed.  Follow up to check on how changes to your service are working, measure the results, and adjust your course when needed.

Over time, you will build a level of trust, loyalty, and expertise with your clients that no other professional will be able to match.  Now you can be “the guy” he goes to.  You can charge a fee that’s great for you, for a service that’s great for him.  Even better, no one has to pick shrapnel out of their hides.

• Get More Feedback
• Work Harder
• Work Faster
• Charge More
• Make Fewer Mistakes
• Etc

At some point we’ve all talked about ways to make our businesses better, and most ideas end up as a list like that.  No one would argue that they’re good things to have on a list, but how often do we actually have any idea of how do anything on that list?

Let’s look at “working harder” as an example.  You’re helping build a house, and the foreman yells for you to work harder.  It’s your job to carry lumber.  You could just pick up the boards and start walking around the house.  You’re working harder.  Or, you could figure out who needs what boards, where, and when, and deliver them before they are needed.  You’re still working harder – but you’ve got a plan and a purpose for what you’re doing.

Similarly, “Getting More Feedback” requires a purpose and a plan in order to provide the maximum benefit to your business.  Without knowing why you’re collecting feedback, you won’t know what feedback to gather.  When feedback comes in, you don’t know what to do with it.   The feedback just sits there, cold and lonely and wondering why someone even bothered to ask.  (So does your client, by the way).

Feedback helps firms do some amazing things.  We’ve identified nine key benefits, though certainly others apply.  From this list (or yours) pick ONE or TWO that you really want to focus on:

• Build Client Loyalty
• Market to Clients Effectively
• Increase Profitability
• Improve Firm Management
• Reduce Firm Liability
• Identify Patterns for Desired Outcomes
• Strengthen Staff Performance
• Promote Staff Satisfaction
• Increase Staff Retention

Once you have a purpose in mind, focus on a plan for how to obtain the desired benefits.  Our Client Feedback Tool has built in processes to help (and even automate) feedback collection in a standardized, methodical manner.

Consider the following example:

Your firm has been hit with reduced profits since the recession began.  You may have laid off staff, reduced hours, or cut benefits in response.  Your staff are scared, your reserves dwindling, and what you really need most right now is a boost in profits to help ride out the storm.  You identify your primary purpose for collecting feedback is to increase profitability.

Knowing what you want to accomplish, you can now put together a plan.  You determine that winning more proposals – without having to undercut your competitors – would quickly boost billable time.  Likewise, your firm has a history of being unable to bill for change orders late in the project – costing you time that can’t be billed.

First, you decide to collect feedback with a standard survey immediately after submitting each proposal.  The questions are focused on how well the proposal responded to the client’s stated requirements.  As the client engages in giving you feedback (before he’s awarded the project), he’s really training you on how to do his work better.  In addition, he now knows you know what he needs better than anyone else (because no one else asked).  You respond with a revised proposal, more fitting to his needs.

What you’ve just done is built value with your client.  You’ve proven you really understand him better than anyone else.  Your price may not be the lowest (and it shouldn’t be!) but you’ve given him confidence that you’ll more likely solve the problems he needs help with.  That’s worth something, and you start to win more projects.

Second, you decide to collect feedback at each project milestone.   When the project gets off track, change orders are harder to collect payment on.  By gathering feedback specific to each phase, and being alerted promptly if anything is off track, the frequency of change orders is reduced.  When changes and scope creep do come up, you can address them quickly, and with positive feedback from your clients, communicate changes to the fee with confidence.  Feedback helps you identify which changes are worth the added price to the client, and puts him in control of the decision process for which scope changes to make.  Overall, this eliminates wasted effort, and maximizes the project’s profitability.

There are hundreds of ways you can apply a feedback program to your business operations in order to improve outcomes and overall success.  The important thing is to identify a specific goal, develop a measurable plan, and apply the resources you need to execute the plan.  Once in place, measure the results as you go, and adjust your plan accordingly.

Not sure how to get started?  When we help our clients implement The Client Feedback Tool, we walk them through a consultative process to discover goals, plans, and desired outcomes.  Contact our team of experts, and we can help jump start the process.

However, none of these reports show the critical element of the client’s perception of a project’s success.  What may be highly successful for you (in terms of profits, etc) may have been a disaster for the client.  Without metrics showing the clients’ measure of project success, you have little ability to identify the truly successful projects, those that are “half way”, and those that are complete failures (or, at the very least, quite challenged).

The missing axis of data is feedback.  Feedback provides metrics, from your clients’ perspective, about the success of a project.

If we map feedback performance on a vertical axis, and financial performance on a horizontal axis, four quadrants of information are created.

In the upper-right quadrant, the data points indicate a win-win scenario.  The outcomes of these projects indicate success for both you (high profit) and the client (high feedback).  You can profitably produce a project that meets and exceeds the expectations of the person paying for that project.  Clients in this quadrant should be nurtured and efforts invested to keep this healthy exchange going forward.

In the upper-left quadrant, the data points still indicate success for the client (high feedback), but the process used to deliver the service hasn’t adequately obtained financial success for you or the firm.  Inefficiency, under-billing, or other business problems may exist.  Most likely, these clients whose expectations were exceeded are very interested in keeping you as a vendor, and will likely be open to future projects being priced and/or scoped more beneficially for you.  Test this carefully, but with confidence.

The lower-right quadrant provides a bigger challenge.  Here, you have succeeded (high profits), but your client indicates a less successful outcome for them (low feedback).  These clients and projects are critical to keep (they’re very profitable!) but need attention invested into the client relationship.  You may use additional feedback collection (either via the Client Feedback Tool or personal interactions) to uncover underlying problems and negotiate winning solutions.  Increase service consistency and quality, and you can more easily maintain these enjoyable profits.

Finally, the lower-left quadrant leaves a group of mis-fits.  Here, neither you (low profits) nor the client (poor feedback) won.  You have a lot of options, from firing the client, to strategically working on these clients to first increase their feedback scores.  Only after first building client loyalty and improving service can you then recoup that investment by increasing fees and profitability.  The “keepers” in this quadrant should be diligently moved “up” before moving them to the “right.”

The Client Feedback Tool offers a unique feature enabling you to map your client feedback against your financial metrics.  Navigate to “Review Feedback > Advanced Reporting Tools” then click on the “View” tab.  Finally, click the “Quadrants” icon on the View ribbon.  You will be able to download a smart, macro-enabled Excel worksheet containing your selected feedback data (select this in the Filters and Options tabs).  Provided in the workbook is a place you copy/paste or manually key-in your financial data (profitability, revenue, etc).  From here, the workbook will generate tables for each quadrant as well as a graphic display of the results to see where your projects, clients, etc are clustered.

This question is, almost without exception, the first one asked when we talk to firms about client feedback.  The short answer is NO!  Not if you ask for feedback when they want to give you feedback.

We are so conditioned to the idea of “feedback” as being a long survey sent to hundreds or thousands of people.  These surveys are generic, and don’t offer anything to the person responding.   They also usually come after the product or service has been offered, when it’s too late to do anything about it.  They are separated from the project, and don’t seem relevant at the time they are sent.

But you already ask for feedback all the time!  When you deliver something to a client, don’t you ask “is this what you were looking for?”  When you wrap up a meeting, don’t you ask if everything was covered? That’s asking for feedback!  It’s not very structured, and it doesn’t always get asked, but no client will ever be bothered if you check with them to make sure you covered your (and their) bases.

Our Client Feedback Tool blends the best from both approaches.  While we use email and the internet to deliver surveys, they are not typically designed to be sent broadly (though, they can be).  Instead, we’ve built hundreds of templates and supporting processes to send surveys, systematically, in a much more focused manner.

When should you ask for feedback (i.e., send a survey)?  Send one every time your client may want to give you feedback.  No client waits around to answer a mass survey.  If you send that out monthly, it’s too much.   On the other hand, if you give your client a key deliverable every week, don’t you want to make sure, each time, that you’ve given him what he needed/expected?  You could call or email asking “did you get what you need?”   Or, you could send a short feedback request that digs a little deeper and gives you more data, while not really taking any more time.

Odds are, you’ll only annoy your clients if you ask them for feedback two months AFTER a project is over as part of a quarterly survey.  It’s too late to fix, so why ask now?

Instead, show clients you care.   Ask for feedback when it makes sense.  Deliver something?  Ask for feedback.  That easy.  Since asking via The Client Feedback Tool is a simple email, clients can always ignore/delete it.  Even that gives you feedback!  NOT responding, in essence, let’s you know that things are most likely going well enough they don’t feel a need to correct anything.  However, for every few times they ignore your request because things are going okay, there will be one time when they have feedback, and will be glad you asked.  And they’ll respond.   Until you ask, you don’t know.  So, you have to ask.  And ask again.

If you’re still concerned, ask your clients!  Find out from them when they’d like to be asked for feedback.  Odds are, it’s more often than you think.

I’m in the business of feedback, so I replied with some friendly but strong criticism.  I offered it as feedback – information to be processed, with no intent to hurt or offend.  I took time to highlight some of the good points, but spent most of my words identifying problem areas.   The reply I received could have been one of indignation, defensiveness, anger, or any other counter-productive reaction.  Instead, I got probably the best response I could have.

Ouch!  But thank you!

That’s the subject line of the email I received in reply.  What a great response!  In four words, two punctuation marks, and an emoticon this young woman managed to set the entire mood for our (still ongoing) dialog.  She accepted that challenges in her work exist, and acknowledged the effort (and even pain) needed to fix them.  She expressed honest gratitude for identifying issues for her to work on.  She also set a tone of friendly collaboration – probably the most important reaction to have when receiving tough feedback.  Before reading her response, I knew she was open to ideas, and willing to work with me to improve.

I appreciate your feed back and will work on it…

If you still want to help me organize my resume, etc, I am all ears….

Thanks for the insight.  I know you are right, I think I need someone to literally get in my face and prove it, instead of sugar coating it like people have been.

Within the email, she again thanked me for feedback.  Instead of defending why she did things her way, opened the door to further feedback, correction, and adjustment.

Not only has she set a tone of collaboration, but she also diffused any fear or anxiety on my part about giving feedback.  Since I had never met this woman before, it took quite a bit of courage to provide feedback.  I really wanted to help, but also wanted to avoid hurting her feelings, or causing her any more anxiety when she’s already out of work.  Instead, her reply opened the door wide open to mutually honest communication.  What I thought would be a one-time note with some suggestions turned into a week-long exercise to build a great resume.   I have been able to share my opinions openly and without fear of reprisal.

Now, I feel invested in this woman’s success.  I want to be a part of that.  Why?  Because her resume, and by extension, her process of finding a job, is now a part of me and my process.  I feel some ownership of what she’s built, and thus I feel connected by proxy to her eventual employment (and success).

When your clients give you feedback, they earn the same kind of ownership.  Engage a client who has given you feedback with a proactive, collaborative, and kind attitude and you will tend to get more feedback!  As you work with your client to tweak the processes and methods used to deliver services, these revised methods become your clients methods too.  He becomes invested, not just financially, but at a deeper level as well.  No one wants to see their own work or efforts fail.  It’s natural to want to win, to be right, and to succeed.  The more you can adopt processes and methods that match your clients preferences, the more he will want you to succeed.  Your success becomes his success.

Can you imagine a business where all your clients want you to succeed?  Where your clients are your biggest advocates?  Imagine what this attitude shift will bring when it’s time to send invoices, or raise your fee structure, or request a contract addendum for additional services or a change order.  Instead of arm wrestling over details, you have a client engaged with you on a deeper level.  And since he was fundamentally a part of the process that created the need for billings, your ability to recover fair and rewarding compensation is secure.

Ask for feedback!  Then respond openly and engage your clients in the solutions that follow.  Mutual success is not far behind.

As for the resume, it has gone from something that would very quickly hit my recycle bin, to something I would even pass along – not because of her skills or experience, but because of the process she used to improve.  That’s the kind of person I want to work with.

Except, you didn’t see the car in your blind spot.  If you’re lucky, he sees you and honks, avoiding disaster.  But if he’s busy yapping on his cell phone or otherwise focused, kaboom!  Your easy solution to speed things up just blew up, leaving you in quite a mess.  Your car is mangled; it’s going to take hours to sort out; you’ve got a very irate driver in the other car (hopefully not injured), and there’s no way you’re going to make that meeting now.  Oh, yeah, and there’s the increased insurance premiums, the lawsuit, and hours of work over the coming weeks and months to sort out all the financial and legal issues.

This was totally avoidable, if you had just checked your blind spot!

If you work on projects for a client, the same story holds true.

How often have you been working on a project, and part way in, you realize there’s a “better” or “faster” way to get things done.  Of course your client wants his project better and faster, so you “change lanes” and start doing things a bit differently.  You innovate every day – it’s how you solve the problems needed to get projects done.  You are constantly changing, adapting and adjusting your processes to “get there faster/better/cheaper.”  You have to, just to meet the demands of your clients and be competitive in your market.

However, have you checked your blind spot?  Do you always include your client in these process adjustments, to let him know what you’re doing and why?  Most of the time, your client will appreciate that you’ve adjusted and innovated for his benefit.  Does he know you’ve done so?  If not, let him know so he can appreciate the value you are adding.

But what about those times when the process doesn’t work for your client?  Your bright idea didn’t factor in some information your client knows (that you don’t) which will cause a wreck?  Assuming nothing can go wrong is a costly and risky proposition.   What you must do is check your blind spot!  Get feedback from your clients constantly throughout the project.  If you shift gears in order to “improve” the project, schedule, or budget – let your client know and get validation that the changes really are an enhancement.   Otherwise, you risk running into your client, and damaging not just the project delivery, but your very valuable client relationship.

To read more about feedback and your blind spot, check out my post on the Johari Window.

What is your biggest problem?

Every seminar we pose this question, a large percentage of the audience quickly and simultaneously chime in “THE CLIENTS!”

The audience says this in jest, but the notion is rooted in truth.  Too many professionals have the attitude that it’s clients that make our life so difficult.  That somehow, if we could just get the client out of the way, we could really do some good work.  The client hires us to solve their problem, then we commandeer their problem and turn it into our project.  No wonder why clients are our biggest challenge – they don’t care about our project at all!  All they care about is their problem.

Whose agenda are we serving when we preempt the client and claim a project?  Many architects are talking about “green” everything.  Many try to be environmentally sensitive on all their projects – even if it costs more.  Is that really what the client wants?  Or, is your social conscience to save the planet costing your client the only “green” he cares about?  Don’t get me wrong – green is good, and it often can save a lot of money.  But if your client’s problem is a budget that’s too thin – green should only be a consideration where it saves him money.  Use green strategies to solve his problems, not to create new ones!

The same thing applies with any variable on the project.   Our preferences for quality, aesthetic, budget, social conscious – they really shouldn’t matter.  In order to maximize our value to clients, we need to focus doggedly on their needs and preferences, not ours.  We need to demonstrate an awareness of the client’s problem, and demonstrate that we care enough to solve it.

The thing is, we can’t actually know our clients’ preferences if we’re not asking!  Even worse – their preferences change!  Their problem is not static, but constantly shifting, evolving, and responding to a vast matrix of variables and external influences often beyond control.  How can we possibly get the project right without constantly seeking to understand the evolving nature of the original problem as presented?

You can’t, of course.   We need conversation, communication, and feedback throughout the project life-cycle.  Feedback allows us to identify when we’ve gone off track and made the project ours.  Feedback makes known the changing parameters of the client’s problem.   Feedback keeps us focused on the client’s problem, let’s him see our focus, and truly maximizes our value.

Imagine what business would be like if we truly embraced the clients’ problems and became their expert problem solver, instead of just another problem they had to manage?

As 2009 rolls out, we’ve seen a very different attitude.  In the A/E/C industry (and others), the amount of available work ground to a halt.  Almost everyone slowed down.  Almost everyone had extra time.  They didn’t have enough work to fill the hours they were hired to work.  One result – dramatic plunges in profitability.

When profits drop, you try to economize.  When people aren’t busy making money, they will often try to stay busy saving expenses.  Insourcing, rather than hiring experts where appropriate.  If you don’t have phone calls to make and emails to catch up on, why pay someone to change your oil?  You’d just be sitting in the reception area waiting.  Instead, you put on some grubby clothes, head to the auto parts store, and you save yourself $10.

Whatever your profession, your clients have likely done the same thing.  In the boom, they scurried around with more to do than time to do it.  With all the deals going on, money was flowing, so the easiest solution to getting work done was to hire you, the expert, to do it.  Now, with deals drying up, your clients have time to do parts of your job for themselves.  Not only is there less work overall, but less of the available work filters down to you.

Your value has changed.  In the “old days” a key part of your value was simply ability and availability.  You could do the work, and do it well enough to be worth the price you charged, relative to competitors.  Now, you have a new competitor – the client!  Your value pitch has to focus on how giving work to you is actually more cost effective than doing it on their own.  When you change your own oil, do you do a 24 point inspection?  Do you check all the fluids, lubricate the chassis, etc?  What effect will it have on your car to NOT do those things?  Besides, do you like to change your own oil, or are you just trying to save a buck?

You’ve got to understand the same case with your clients.  What are they doing (or trying to do) without you, that you used to do for them?  What are they doing, that they really wish you would do for them again?  Have you asked?  They may not only need help doing something, but might need help justifying to their boss why it’s more valuable and cost effective for you to do it instead.  Have you helped your client understand all the ways you can help them save money, and helped him give you the work?  Have you helped your client understand the risks of not employing an expert do to things that really need an expert to do well?