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‫Before we dive deeper into this topic, let me take a minute to tell you a story.
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‫Several years ago, the company I worked for was in the process of implementing a new call center management
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‫platform to support the growing pool of customers.
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‫Since Bob, the call center manager, fully understood the need of the customers, the senior management
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‫team decided to put him in charge of the project.
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‫Bob, full of excitement, started scheduling meetings and getting the ball rolling, immediately making
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‫decisions on every aspect of the project.
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‫However, he quickly ran into serious problems, causing the project to come to a screeching halt.
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‫And that's putting it mildly.
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‫Tempers are flaring.
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‫People were walking off the project.
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‫The company was losing money each day.
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‫It was just chaotic.
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‫Let's look at how this happened.
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‫On this implementation, Bob had to work with all the groups that ultimately touched his customers directly
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‫and indirectly, he had to gather data, solicit feedback, work with and gain the involvement of many.
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‫To make the project a success.
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‫He had to work with the IT department, customer service, the operations team, the service and repair
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‫team and the customer contract department to make certain that all service level agreements were upheld.
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‫So what happened?
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‫After working with the call center software vendor and putting together a detailed project task list,
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‫he started barking orders to each of the department heads and demanding tasks be done within the allotted
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‫time.
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‫You see, Bob really needed it to install and test the platform alongside the vendor.
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‫He needed the collaboration of the customer service department to better understand the escalation process
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‫that needed to occur in the system for it to be timely.
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‫He needed to involve the operations and service departments to ensure that their processes were not
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‫resulting in customer issues and therefore causing an increase in call center call volume.
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‫Lastly, he also needs to have the service level agreements department in his corner to help monitor
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‫any potential contractual issues that could have resulted from the new system.
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‫That's a lot of moving parts that required lots of focus and collaboration.
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‫The problem was that Bob was an amazing conventional leader, but he had no idea or understanding of
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‫how important it was for him to take on a lateral leadership role instead.
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‫Yep, you guessed it.
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‫He forgot he wasn't their boss.
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‫Unknowingly, Bob failed to create a shared understanding of the project scope, future vision and goals
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‫of the organization.
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‫He failed to involve the project team members and solicit their input and collaboration from the onset
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‫of the project.
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‫He also failed to generate trust by valuing everyone for the expertise they each brought to the project.
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