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Author: Alan Creedy

On Becoming Unnecessary

Funeral Service is simultaneously over managed and under led.

The key to overcoming the “Being Necessary” complex is to recognize the difference between management and leadership. It is the overmanagement that creates all the physical and emotional stress in this profession. More to the point the current trends in misapplying management data is turning professionals into shop foremen.

Let’s be clear: contrary to popular opinion leadership is not about the “embattled lone hero”.  Nor is it about some charismatic, mystical vision. Leadership is a set of skills that enable an individual or a SMALL group of individuals to set a direction and thereby align and inspire their people to accomplish a vision. But we get ahead of ourselves.

Management and leadership are complementary skill sets.  In large companies these responsibilities can be borne by different people and different job titles. In small businesses like ours owners and managers must wear both hats. The key is to know which is which and when to be a manager / leader and when to be a leader / manager.

Managing is about coping with daily operational needs. Without it organizations would become chaotic. It brings order and consistency while producing quality and profitability.

Leading is about coping with the future. It is about change brought about by such things as demographic changes, financial changes, market changes and customer changes.  In simpler times leadership could take a back seat to managing because our business environment was stable. It changed maybe once in a generation. Today our environment is in a constant state of change. In DeathCare this coping with change responsibility often is left to default. As a result, firms begin to decline and lose direction and relevancy. Leadership is all about setting a direction. Its most valid implicit operating assumption is that doing what was done yesterday better is no longer a guarantee of success.

Our current operating environment is not stable. It is dynamic and changing. So, where it used to be appropriate for our manager’s hat to be bigger, today requires a level of leadership clarity and direction that was not necessary in former years. Becoming unnecessary requires a vision and a direction that then suggests a variety of actions. A plan, so to speak.

Managing achieves its plans by organizing and staffing and creating an organizational structure. Leadership achieves its plans by aligning people. Without alignment around a shared vision well-meaning people simply trip over each other…a phenomena I have observed often in even the best firms. To achieve alignment requires strong communication skills as well as clarity of purpose and direction. Leadership in the context of today’s workers cannot be achieved alone.

Management’s primary tools are controlling and problem solving. Managers direct activities and monitor results and identify deviations. They rely on reports, meetings and mechanisms of reward and punishment.

Leadership tools for achieving a vision are entirely reliant on motivating and inspiring people to move in the right direction. They do this by connecting often untapped human needs, values and emotions. In times of significant change those with strengths in management will often misapply or overuse their management tools in a misdirected effort to control change. This is too often counterproductive, producing in the short term at the sacrifice of the future.

Peter Drucker once observed: “you cannot manage change, you can only be ahead of it.” Which is precisely the role of the leader.

Scripture says: “Without a vision the people perish”. Setting a direction is fundamental to leadership. Sometimes the future is so unclear that the only direction to be set is “We can’t stay the way we are.” A leader will begin at this stage and rather than relying on the deductive reasoning of a manager will begin to look more broadly and inductively identify gaps and then seek solutions. For instance: A leader will ask why more people are selecting cremation (a gap).  He will challenge his / her own paradigms and more closely examine those sacred cows. Eventually a leader will choose a direction and begin to move in that direction. He will include more of his people in the process both to test his / her own assumptions and to begin to inspire and motivate them.

AS I SEE IT:

I see two options emerging. Both will require leadership.

Both options require a realistic assessment of the owner’s capabilities and desires. I always start these conversations with new clients with the question: “What is your vision for yourself.” As small independent businesses the owner’s vision for him or herself is the vision. But it often takes people off guard. Once, however, they can answer the question the conversation quickly accelerates. It is here that we can make a choice between Option A or Option B.

Option A is a decision to take yourself and your family into what I call “Safe Harbor.”  Safe harbor involves the current leader deciding to withdraw. Although it can involve selling the business it doesn’t have to. It can also involve succession to a new leader.  For parents it can mean it is time to let son or daughter take over. Or perhaps a key employee is more suited for the task.

Option B involves stepping up to the plate as a leader.  With my clients this involves a discussion about what it will take in all its goriness. This is especially true in a turnaround situation.

At the risk of repeating myself, either option requires setting a direction and, for a period at least, being more a leader than a manager.

Are You Too Necessary?

Saturday morning, January 7, 2012 my phone rings at home.

“Al, this is Bob. Guess where I am?.” Bob Neiman is a successful internet entrepreneur who flies his own plane and dominates a narrow niche in the construction industry. Bob and his wife Amy have been friends of ours for many years now. Amy is one of 2 known survivors of a rare, normally terminal, blood cancer. We had been part of a prayer team that met weekly to pray specifically for her during that time. Bob has seen plenty of adversity in his life but his faith has brought him many, many blessings as well. Those of us who know him know he is a classic “doer” and can often be expected to do the unexpected. But this call was new.

“I don’t know Bob, where are you?” I replied.

“Amy and I are sitting on the balcony of a condo in Miami, Florida enjoying the sea breeze and the view. We are going to be here for three months. I just wanted to call because we have you to thank for it.”

“Well, thanks Bob, why is that?”

“Do you remember that conversation you and I had about my business years ago?”

Years ago was actually 12 years ago and, for some reason, I did remember…vaguely.

“Sort of, but refresh my memory.” was my response.

“I asked you how I could increase the value of my business and you told me I needed to make myself unnecessary. Now I am. So, Amy and I can enjoy 3 months in Miami and I don’t even have to call in.”

Saturday morning, January 12, 2013. My phone rings. “Al, this is Bob, guess where I am?” “I don’t know Bob. Where are you?”  “Amy and I are in Miami again for three months. I just Wanted to call and thank you…”

The conversation Bob and I had some dozen years ago was a simple one but apparently a turning point for him. His business was doing well, he was having fun and making good money but he didn’t feel like he was growing the value of the business. He asked me to have coffee with him to discuss it and I did. The question was simple: “How do I grow the value of my business?” My answer was equally simple.

Owning a business can serve many purposes. Too many to list here. But a few will help us focus.  Obviously it provides a living (hopefully). Sometimes it provides a lifestyle. Often it can provide a life purpose.

But too often it can provide a self-definition. That is when people stop owning the business and the business begins owning them. What I told Bob was that if his purpose was to build value then he needed to make himself unnecessary. He needed to move beyond being a manager to being a leader. A business that is actually a person is intrinsically less valuable than a business that is self sustaining.

We all know the egos of too many funeral home owners are deeply entwined in their business. After all their family name is on the sign. In fact, in some states their name is required to be on the sign. But “being” the business and leading the business are two polar opposites.

In my opinion, when Bob first approached me he represented the best example of a good strong manager and he was already showing signs of becoming a good leader. In terms of employees and revenue his business is small. Probably the equivalent of a 300 to 400 call funeral home (albeit far more lucrative). He made a simple decision. Simple but emotionally (for the vast majority of people) very hard. He decided he needed to develop people to be able to assume his responsibilities as manager so he had time to lead. This kinda sheds true light on the common excuse that you don’t have time to work ON your business because you are too busy working IN your business.

Bob checked his ego at the door. I really don’t know how much turnover he has had. Not much. I do know that he began deliberately grooming someone to assume those daily responsibilities and they became a team.

What does this mean for Funeral Service?

Any particular day: My phone rings:

“Alan, I am tired. I’m 58, 60, 65 (Whatever. Bob just turned 70 and is going strong) and I really want to slow down. I don’t want to stop totally because I really love what I do but I would like to have a lot more time off.”

Me: “So what’s keeping you from doing that?”

Them: “Well, there really isn’t anyone to pick up the slack and deal with all the day to day issues. Every time I leave they call me and I have to call in all the time. And then if it’s someone I know I feel like I have to be here.”

Me: “What about your son, daughter, key man?” (usually in their mid ’30’s with 12 to 15 years experience)

Them: “Well, they just aren’t ready yet.”

Me: “What are you doing to get them ready?”

Them: after long pause “Well, no one did anything to get me ready.”

Me: “That’s not an answer. That’s not even a bad answer.”

It took time and a plan for Amy and Bob to be able to enjoy 3 consecutive months in Miami, now interspersed with flights to the UP of Michigan to visit their first grandchild.

trapped in jar thumbnailThe bible says: “Train up a child…” The problem is that, since my client caller was never trained, he / she doesn’t really know how to start with the next generation but they intuitively know that the business is significantly more complex than it was 30 and 40 years ago. Consequently, this generational transition is far riskier. Compound this with the unsaid reality that their ego is still deeply intertwined with the business and they feel trapped.

Next week:

Tune in next Monday when I will talk about a way you can quickly ramp up your transition plans.

4 Early Signs You May Be Losing Control of Your Business

Recently I read something that triggered an insight.  In my Funeral Home Consulting practice it is clear that businesses don’t just suddenly spin out of control.  Except in the rare case of disruptive innovation like an unconventional competitor, calamity does not occur overnight.  “Things” start happening well before the challenges are apparent. Almost all of these “things” are correctible and most are the result of benign neglect.

Over the years I have seen patterns that I now realize are clear indicators that trouble is ahead. Here are 4:

1. Preoccupied Leader– Some years ago a casket company Exec asked me what I thought most funeral home owners wanted.  Without thinking and to my utter surprise I said, “Based on their behavior I think most funeral home owners want to not be there.”  After I got over my shock I realized that answer had come from my subconscious and it was true.  Whether from boredom or frustration too many owners spend a lot of time away from their business.  Fortunately or unfortunately in a small business it is the owner that has the primary responsibility of being a hands-on leader. In order to lead you have to be there.  While it sounds simple it is a common problem in most organizations. Too many owners like to brag that they have forgotten where the prep room is and don’t know how to fill out the paperwork any more.   Yes, you have to work on the business.  But mostly I see owners escaping the business under the guise of working on the business.  You can tell because there are always lots of ideas and never any execution.

2. Lack of Clear Expectations – The owners of the under-performing funeral homes are absurdly unclear with their employees about what is expected, in everything from how they should greet customers to what they wear to what their specific job responsibilities are. I have never been able to reconcile the claim by owners that their market differentiator is “service” with the knowledge that almost none of them train or monitor the practices of staff.  These owners are reluctant to place specific demands on their people, often in the spirit of giving them freedom. But like any business plagued by a lack of clarity, what they get is an organization without a culture, plenty of employees who don’t belong, and, worst of all, inconsistencies around what customers experience. Basically, people show up and apply their own definition of what is right in a given circumstance in a self-defined effort to provide good service.

3. Lack of Focus – Typically, funeral homes do too much or too little. Most often, if it’s a new initiative they don’t finish what they start. They never get to the “Goldilocks level” where it is Just Right. Employees don’t understand what is expected and struggle to sell what the business has to offer. Interestingly, if you challenge them you quickly learn they aren’t sure what that is. Or, worse, they are pretty sure it’s just one more thing to line the owner’s pockets.

The drive to be all things to “all people means we are nothing to everyone.” No one takes risks because the fear of losing one customer overrides the opportunity to gain five.

4. Lack of Attention to the Right Detail – During the 70’s I worked for a firm that had service contracts with big city school systems.  Part of my job was to call on school principals.  It got so I could tell what kind of principal I was calling on within 5 feet of the front door.  The same thing is true of funeral homes.  Sometimes you can tell before you drive in the driveway.  Paint peeling, failing to have a greeter at the door, taking too long to answer the phone, a dirty prep room are all signs things are going from bad to worse because someone is asleep at the switch. “Funeral service is in the details” is a saying I haven’t heard in too long. We all have anecdotal stories.

My worst was attending a visitation on the night a local funeral home had two too many. I stood in line while the guests tried to sort out which way to go in the crowded foyer while being watched by the morbidly obese employee in his shirtsleeves eating a foot long subway sandwich behind the office glass window sipping on his “Big Gulp”. The epiphany for me at that moment was that some owners don’t care and can’t be helped.

We all get comfortable in our work environments. I recently told a couple of clients that they should get a video camera and video their building inside and out and then watch it. You will see things on video that you don’t see when you walk in every day. Sometimes it’s just good to have a brutally honest friend or consultant who isn’t afraid to tell you the truth about what they see. More importantly, we all need to be reminded that keeping things simple and focusing on the basics is the best place to start a turnaround and sustain a healthy organization. If you own the business maybe it’s time for you to pay attention.

Is this REALLY a Hill Worth Dying on?

I think I can make a very strong case that funeral service as a profession makes a vital social contribution to society. For me that makes it a noble profession. Unfortunately, the profession doesn’t act with nobility as often as so many of us would wish.

Not long ago I spoke of Alpha Dogs and observed that one way to recognize them is their obsession with fighting lost wars. In a very recent Wall Street Journal article was this headline

A Casket Cartel and the Louisiana Way of Death

We have enough strings to push up hill without this kind of publicity:

“It didn’t take a divine revelation to recognize that funeral directors were using the law, the government licensing entity they controlled, and their political clout to monopolize the lucrative casket market…In ruling for the monks this week, however, the Fifth Circuit held that the Constitution prohibits laws that amount to “naked transfers of wealth” to industry cartels.” Quoted from the article

This has to fall in the category of “what are you thinking?” Can’t you come up with something less politically popular to fight about?

Of course, as with Pennsylvania, we should expect this to go all the way to the Supreme Court.

Thank you guys for making it harder for the rest of us to earn respect.

“If You Find You Are Riding A Dead Horse The Best Strategy is…

to dismount.”

Archimedes once said, “Give me a lever long enough and I will move the world”

For the last 30 years we have been pushing harder and harder on one and only one lever with diminishing results and it’s time we stopped.

Many of you, dear readers, know that I have been a bible student most of my adult life.  The parallel between our behavior and this one lever has always struck me as akin to idol worship.  30 years ago it was amusing.  Today it is tragic.

Having said that and before I continue let me be clear: I am NOT pointing a finger of blame.  In the context of the times the behavior is fully understandable.  Further, both sides to the resulting co-dependent relationship are equally complicit AND should now forge a new and different relationship because they still need each other. (emphasis on different)

Historically, until 1984 and the passage of the infamous FTC rule, society pretty much dictated what you did when someone you loved died.  As a result, customers only had two decisions to make: 1. which funeral home; and 2. what merchandise. Everything was SIMPLE.  Then everything changed.  Not just because of the FTC. That was only a facilitative event. Because society lost its ability to cause conformity. Seemingly people could make alternative choices (including nothing at all) with no apparent ill effects.  We began to experience our now increasing decline in relevancy.

Because customers only had one decision to make once they had selected a funeral home there was only one financial lever available with which to impact revenue.  This:

metal casket

Of course you can also increase volume.  But that can take years because the public continues to stubbornly refuse to die at our convenience.

From this single lever grew a “co-dependent” relationship that is also understandable. Tacitly, manufacturers agreed to make practitioners their sole source of distribution and practitioners developed an over reliance (dependence) on the manufacturer for strategic direction. That was great when their challenges and goals were aligned.  Unfortunately, that is no longer true. So, for 30 years now we have responded to a market turning away from traditional burial by pushing harder and harder on the one lever.  This may be what has caused the cremation rate to spike by 250% in 2008.  Who knows?

This is where the idol parallel strikes me.  Families today don’t know what they want or need!  To meet this challenge requires people skills.  Skills like listening, guiding, teaching, relationship and trust building.  To paraphrase god, “your idols cannot speak, they cannot listen, they cannot guide.”  In fact, if they have any influence at all it is mostly negative.

Should the casket companies close up and go home?  Should we stop selling caskets? Emphatically NO! But the question is begged:

“How is pushing so hard on that lever working for you?”

Instead a new alliance should be formed.  Caskets need to take their rightful place as merchandise we sell…not “what we are.” We need, as a profession, to realize that we offer something valuable to society.  For all of history mankind has demonstrated consistent needs when dealing with loss.  Our current society is ignoring those needs but that doesn’t make them any less real.  Replacing our real value to society with a piece of furniture only encourages that irrelevance.  I think that for those who want burial we can do both.  For those who want cremation we have a moral obligation to help them understand their needs. That means that instead of investing in a new selection room you need to invest in training.

I know both the funeral director side and the vendor side. The casket obsession has impaired the ability to adapt on both sides. U.S. vendors are severely hampered by their inability to become efficient both in distribution and in manufacturing by simple things that wouldn’t exist outside a co-dependent relationship.  For instance, they have all realized that they would be dramatically better off by limiting the number of SKU’s they carry.  At a recent supplier sales meeting I assured them there was not a funeral director in the country that wouldn’t support a reduction if it would hold down wholesale costs “AS LONG AS THEY CONTINUED TO SUPPLY THEIR FAVORITES.”

We are both (vendors and practitioners) in the same boat.  It’s sinking. We should talk.

But maybe I am wrong. Maybe a box can replace a caring ear, an experienced word of wisdom.

PTSD: The Slow Leak in Funeral Service’ Tire

stressed-man-620jt081512As we enter our 3rd month following the Newtown disaster our nation has long since settled back into its routine fighting over symptoms and ignoring causes. I find myself reflecting on a hidden issue.  A secret only occasionally mentioned and then quickly dismissed.

No doubt those directly involved following this latest trauma are still affected (afflicted seems a better word).  The public would agree but in their minds they are thinking of the parents coworkers, friends and then first responders.  Nothing is likely to be said for the funeral directors who cared for the bodies. Not that it needs to be. Except…perhaps…by us.

Some thirty years ago I sat with a friend from Indiana still suffering from nightmares incurred from aiding on a D-Mort team cleaning up after a commercial airline crash.  Another friend still has flashbacks about having to remove the charred bodies of a family killed in a home fire while others refused to help.  Still another friend who suppressed his own needs while ministering to the needs of the surviving family of his two best friends murdered in their beds.  (Yes, I used that non-secular word “minister”.  I can really think of no better) Others who aided in the Columbine disaster and 9/11 who still carry emotional wounds. Our own “Walking Wounded.” I imagine that one cannot serve in this profession a lifetime without scars. But somehow they are to be borne secretly.

I don’t think that’s healthy. I have always had a deep respect for people like Alan Wolfelt and John Canine who devote their careers to helping the deeply grieved. Maybe this is something the Funeral Service Foundation should consider researching and NFDA should consider providing support resources for.  I don’t know.

Am I making a mountain out of a molehill?  What do you think?

Why The Answer Is Not Just Increasing Volume

I am an accountant. As I have watched the financial metrics of funeral service continue in their long slow decline over the past 30 years my natural response was “make it up in volume.” 

But then I had the good fortune to get my hands dirty.  I actually managed a funeral home and worked along side practitioners.  There I discovered that UNDER THE CURRENT MODEL such a theory was easier said than done.

One of the significant challenges facing a 24 – 7 operating model is finding a schedule that enables staff to function on the job at optimum levels AND enjoy a LIFE.  One of the personal experiences I learned as a practitioner was that god created a 7th day of rest because we need it. Our capacities actually decline no matter how committed, zealous or eager we are after that 6th day. Science proves it but we experience it.  

I have worked in manufacturing.  There I learned that a given machine is “rated” for a certain number of units of output per hour.  BUT that rating is an optimal level.  Running any machine at optimal level hour after hour day after day leads to premature failure.  In other words running even the best designed and maintained machines at 80% of optimal rating produced more than running them at optimal continually.  So it is with people.  A person can only operate at a certain level for so long.  And then they start making mistakes or doing sloppy things.  Not because they are error prone or sloppy but because they are tired.

avalancheThe much-awaited Boomer Avalanche has yet to hit us with full force.  Under our current model of licensure and outmoded idiosyncratic paradigms we will quickly be covered up.  Why do we need a license to make funeral arrangements if mortuary schools don’t teach arranging?  Why does it require a license to take a procession to the cemetery or to oversee a visitation?

Unless we can figure out a much more efficient model using non licensees to augment the real places licensees are needed we will be overwhelmed in fairly short order.  Briefly we might see more cash flow but that won’t really help when we are forced to take the phone off the hook because we have outstripped our capacity.

Remember,  in most states as long as I don’t touch a body I can do anything a funeral home can do and even better.  Hospices in certain parts of the country are already coaching their families to say goodbye to mom at home, have the funeral home dispose of the body and then let Hospice help them with a DIY memorial service.  Of course there are those that believe that if they suck up to them they can appease them out of doing that in their area.  Maybe we ought to start a Neville Chamberlain Society.

Esse Quam Videri

I have to admit I tense up whenever someone begins using the Ritz Carlton as an example Funeral Service should use to fashion its own customer service profile.  Not that we can’t learn some things from the Ritz.  We most certainly can!  But it is a dangerous recommendation when we fail to “Go Deep” on the pain and effort it took for the Ritz to get to that level of service.  Another example of mistaking form for substance.

I have now lived in North Carolina for almost 28 years.  Within a year or so of arriving I noticed that the state motto is “Esse Quam Videri” which is latin for:

“To Be Rather Than To Seem”

I can’t find anyone who knows the genesis of that motto but I like it and have adopted it for my own.  It’s a good standard and it’s good to have a standard.  Especially when you fail to meet it. And that is really the story of the Ritz Carlton.

All too often we see something that works somewhere and we adopt what we see without really understanding the substance behind it.  For the past 20 years I have witnessed many main line denominational churches send committees out to study the exploding megachurch movement.  All come back with the outer cosmetic trappings. They change the music and often the ambiance but they never get to the deeper essence of what is really causing those churches to grow the way they do.

In the mid 1980’s, on behalf of my clients, I made a case study of the Ritz Carlton.  They were then, as they are now, extremely gracious.  It was entirely open book.  I was introduced to the whole story of blood, sweat and tears or rather the herculean 10 year single-minded effort of Horst Schulz and his merry band of executives as they set about changing the culture of the Ritz.  No small effort.

And that is really my point.  Adopting “country club manners” was only the visible part.  The focus and intentionality of achieving their vision was, by far, the most impressive.  You see, it is not enough at the Ritz Carlton to ACT like a lady or a gentleman.  You must actually BE a lady or a gentleman.  And that is the key to any successful organizational change.

Your DNA must change

My wife and I have become addicts of Masterpiece theater’s “Downton Abbey“.  In the presence of the Lords and Ladies the “help” puts on their best face.  But downstairs in the servant’s work area they are as dysfunctional as any funeral home staff I have ever met.  At the Ritz that would not be tolerated.  The turnover rate at the average hotel (luxury or otherwise) is startling high.  The Ritz turnover is a fraction of the industry average but it is still about 25%.  That is partly because at the Ritz if you can’t BE a lady or gentleman…you simply can’t stay.

Click here for a copy of the Ritz Carlton Values Card

Click here for a copy of the Ritz Carlton Baldridge Award Application

The Road To Reclaiming Our Future

There is a way to a better future for Funeral Service. In fact, for those who are willing to closely examine the Sacred Cows I truly believe we will rediscover that we make a vital contribution to society. I say that not only because I have believed it for more than 30 years but because I believe history and our own experience, especially history of our most recent past bears this out.

But I digress.  Soren Kierkegaard once said,

“Life can only be understood
backwards; but it must be lived forwards.” 

For us to be able to begin moving forward we must begin with our own Sacred Cow: The Funeral Service WorldView.  And to understand that it is important to understand how it came to be.

In the fall of 1996 an article appeared in MIT’s Sloan Management Review that, for the first time, shed light on why organizations have so much trouble adapting to change or, as the author Edgar Schein Professor of Management at MIT’s Sloan School of Management, called it “learning.”  And that is really the problem, isn’t it? We, as an industry, are having a problem with learning.

The Three Cultures of Management

Schein established that within every organization there were basically three cultures or communities:

  • Operator Culture
  • Engineering Culture
  • Executive culture

For the sake of our discussion let me reclassify these as follows:

  • Operator = Licensees and staff
  • Engineering = Manufacturer vendors, suppliers and accountants
  • Executive = Owners

Clearly in smaller and medium size firms operators and owners are mingled but the cultures still exist.

Schein pointed out that while these cultures all share the same space and are trying to solve the same problems they necessarily have different worldviews, different needs and different agendas.  Schein made it clear, and I agree with him, that all of these differences were legitimate and many were necessary.  The breakdown occurs only in the resultant “Silos” that occur because the 3 cultures don’t know how to talk with each other.  In the end, however it is how they view people in the equation that is telling and also critical to breaking this cycle.  Here is a grid showing how these cultures think:

Screen shot 2013-01-30 at 12.21.31 PM

 

It is important to note that engineers strive to engineer people “out” of solutions because they believe  people make things messy.  Hence, the successful advent of the “people free” show room of the 1970’s and the ongoing but unsuccessful reengineering of same over the succeeding years.  I say unsuccessful because not only are people buying lower and lower quality caskets, fewer and fewer people are buying caskets at all. Of course, both the executive and the operator cultures embraced this innovation eagerly but for different reasons.  For executives, it made them less dependent on the abilities of individual staff and for operators it allowed them to avoid being “seen” as sales people and being held responsible for results.

Cultural WorldViews

The Chart below shows how I envision the various stakeholders in funeral service overlaid on Schein’s cultural map.

Screen shot 2013-02-03 at 9.10.34 AM

Prior to the 1970’s all of these cultures functioned in reasonable harmony for one reason:  We sold a “SIMPLE” product.  A simple product is defined as one in which few decisions are required and buyer and seller are normally in mutual agreement.  Up to that time the only real decision a customer needed to make was: “Which Casket”.  As a result, the casket manufacturer became the dominant influence in the industry.

What has changed from that time is that we now sell a “COMPLEX” product.  Not only is there a much larger number of variables involved including different roles between buyer and seller but a historic new variable has been introduced: In addition to “why buy from you?” is added “Why buy at all?”

The answer to this problem is a people solution and engineers cannot comprehend a people solution and executives would prefer it not be a people solution.   Compounding this is the very nature of the culture of funeral service itself.

Our Universal Passive-Aggressive Culture is Our Achilles Heel

For a while now I have been helping my clients address this issue through the use of an instrument called the Organizational Culture Inventory developed by Human Synergistics.  Human Synergistics is a world renowned company that measures cultures and cultural changes within organizations all over the world.  They are working with me now to do a research study on funeral homes to see the impact of cultural change on performance.  By measuring current cultural norms in a given organization and simultaneously defining how that organization envisions the ideal culture for high performance gaps are identified in a visual way.  In this way members of that organization see those gaps and begin discussing, first, their own deficiencies and, second, how they can close those gaps.  It can be very exciting.

The chart below is the actual result of a classic funeral home.  I have done enough of these now to say that even in the most admired and supposedly best run funeral homes I expect to see results like these.  Without going into detail which I will do in a future article, the primary culture here is Dependent.  This means that most of the people in the organization are “waiting to be told what to do.”  By the way this includes the owner.  The secondary culture is Perfectionistic.  You will be tempted to interpret this as “getting everything perfect.”  That would be wrong.  In fact, it means “working long hours and enduring.”  Perfect seamless product delivery is measured in the Achievement scale.

The results here show me in some detail why change is so difficult in funeral service and among funeral staff.  It is not the purpose of today’s article to go into that.  Suffice to say when these issues are surfaced in healthy dialogue in contrast to the “Ideal” culture most people begin moving toward the ideal.  For now it is enough that over the years funeral service has become a “waiting to be told what to do” culture (owners and staff alike).  Traditionally, it has received its marching orders from the Casket Manufacturers (an engineering culture).

funeral service norm

So, you have a “Waiting to be told what to do” culture waiting on an engineering culture to tell it what to do for a problem that doesn’t have and never did have an engineering solution.  It has a people solution which both Executive and Engineering cultures are ill-equipped to solve.

But lest you point fingers let’s remember that it is in the nature of the Engineering culture to design people out of systems.  Just as it is in your nature to wait to be told what to do. And you can hardly fault them for fitting their solution into your problem.  A solution which you so eagerly embraced.  Unfortunately, as time has proven the paradigm (sacred cow) that the casket is central to the value of a funeral has proven a false one. Which is why I am so dramatic when I tell my clients to get their noses out of the selection room.  Your solution isn’t in there.

What would I do?

As the 2020 Project unfolds in the next few months resources will be made available.  Right now you need to stop seeing merchandise sales a solution.  If you are an owner, you need to prepare yourself to deal with the reality that you are contributing to the problem.  Before you get your back up on that issue please be aware that only makes you normal.  But awareness and willingness to accept responsibility for it makes you leagues above most business leaders.  Some years ago I took the certification course for administering an executive 360 degree assessment.   This particular assessment is considered one of the top 3 or 5 in the world and in my class was a senior level partner from Booz & co.  I happened to sit next to her and when I found out her rank in her company I asked her why she was taking the course.  She shared with me that they had done the assessment on the CEO of a Fortune 100 company and that it was so bad they decided the news had to be delivered by someone of her rank and she drew the short straw.  She figured she better get certified before she met with him.

My point is we all have issues and while you Mr Business Owner have issues you are not nor will you ever be the Sole Contributor.  But until you are willing to participate and change yourself there can be no hope for your organization to change.  The good news is that there are many devices and instruments that make this non-threatening and fun and very much life enhancing.  In fact, in every instance people take the lessons learned and apply it to their family and personal lives with significant success.

The solution to today’s issues are two:

1: Reorienting our purpose

We must create an inspiring vision around an inspiring purpose

2: Reorienting our culture

We must move from transactional to relational

These are people solutions.  They will work.  I have already seen them at work and they are both high performing as defined by customer response and sustainable as defined by customer loyalty.

ALPHA DOGS AND THE ROAD TO NOWHERE

WHY WE CAN’T AFFORD TO FOLLOW YOUR LEAD ANYMORE

alpha dogAlpha Dogs are frequently those “Type A” personalities that exercise undue influence on others, especially organizations.  You find them in every group of people.  By their nature and sheer force of personality they tend to cause people to follow their lead whether they know where they are going or not.  This is particularly true of Funeral Service which is generally populated by nice people who hate making waves and are quite content to let the Alpha Dogs have their way.  Unfortunately, we live in a time where the results of this default behavior…or, really, lack of results… tends to speak for itself.

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Funeral Service Alphas come in all shapes and sizes but can be recognized by their universal bark.  But in order to hear it you have to sneak up on them.  They only bark when their guard is down.  Here is what it sounds like: “Those blankety-blank dumb– funeral directors.” Sometimes the bark is peppered with yips that sound like: “stupid” or “ignorant”.

Not long ago I was visiting with some staff members at one of the trade associations and they were lamenting that it was so hard to engage with the “average” funeral director who never came to meetings or conventions.  I had just made an offer to do a program and had been told to “dumb down” my language because the “average” funeral director wouldn’t understand it.  It is important for you to know, dear reader, that this attitude didn’t come from the staff.  In fact, as I witness that staff pouring out their hearts to truly help the profession day after day and year after year with no real results I grieve for them.  No, this was what they had been told by their leaders.

Hmmm!

So, I decided I would test their theory.  And what to my wondering eyes did I find…“Beta Dogs.”  Not only were they not dumb but they were actually beginning to make small but real differences in their markets.  They too come in all sizes and colors.  The difference is that they have no distinguishing bark.  In fact, they seem to have no need to disparage anyone. They are quite content to mind their own business and, as I said a few weeks ago, “Make-The-Main-Thing-The-Main-Thing.” 

I have been working with quite a few of these folk and I have to say it is a lot of fun.  They are typically fairly humble, good learners and fairly passionate about their work.  They watch all the bombast in funeral service with a mix of amusement and concern.  They are very concerned about the future but long ago figured out the Alpha’s weren’t taking them anywhere.  So, they decided they were going to have to do their best on their own. They tend to discipline themselves to think as positively as they can in spite of challenging times and they have little, if any, interest in parading on the national stage.  They don’t tend to network a lot either so finding them can be a little bit of a challenge.  But now that I am intentionally looking I am finding more of them than I knew were out there.

Interesting as well, Alpha and Beta Dogs have different life agendas:

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It is not my intent to embarrass anyone here but to hold up a mirror for some and a flag for others.  Alpha dogs are not bad people.  They are simply strong people who have had undue influence over an industry that is populated largely by people who don’t like making noise.  Alpha dogs can be either practitioners or vendors.  Their leadership results speak for themselves.  They have had their turn and it is time for something fresh.  Besides, the Beta dogs are actually less intense and more fun and they are doing interesting stuff that looks like it is working.

As for me, my years are waning and I am tired of being around intense people with no results so I am planting my flag with the Beta Dogs.  (I know, I know I am an intense person too. but I have found new purpose in helping people who help people and that is enabling me to lighten up) Beta’s seem to like me and truly appreciate the ways in which I can make a difference in their lives.  And besides, it’s fun to swim in a blue ocean for a change.

After all seeing results is a lot better than hoping for them.

 Disclaimer:

It would be easy to infer from this article that I am attacking Alpha Dogs: our industry leaders, vendors and associations.  To the contrary. I am challenging all of us to think about the paradigms we have about each other.  The fact that the results of the last 30 years speak for themselves and that countless funeral home owners have spent millions of dollars chasing after (what has turned out to be) rainbows is cause for all of us to stop and take stock.

We can be humbled by the market which it seems most willing to do; or we can humble ourselves and stop this ego driven mania and begin working interdependently.  We are, after all, in the same boat.

So, in a nutshell, all I am saying is that, on a personal level, when I recognize the telltale bark of an Alpha Dog I am going the other way.  It’s pretty simple really.

EXPERT OPINION: 5 Tips for Positioning Your Funeral Home for Success in the New Year

Lacy BW pic 5Did your funeral home achieve all of its goals for 2012? Does the increasing number of families selecting cremation with no services have you concerned? 2013 is a new year that brings a new set of goals to help reboot you business and your team. The New Year is the perfect time to create new success and raise the bar for your funeral home. As you reflect on the changes you have experienced, success you have maintained and the concerns that lie ahead follow these simple truths.

1)     Acknowledge the problems that you face

Whether that is lost revenue or declining employee morale, it is important to acknowledge the situations you are facing in the New Year in order to move toward a solution. To gain trust and build authenticity with staff, funeral homes should provide open channels for communicating about challenges within the business. Employees who feel engaged in the success of the home funeral home will be more motivated, and empowered to contribute to innovation and decision-making.

2)     Remember you are not alone

Funeral Homes across the country are experiencing similar challenges. The funeral industry is adjusting to changes in cultural and market trends beyond the control of any single funeral home.  It can be overwhelming to take on the magnitude of these industry shifts.  Defined strategies and a prepared staff can help homes accept all situations and respond to the unexpected. Also, use resources available to you, like vendor support and professional groups to tackle obstacles that are more manageable for you and your team.  Do not get weighed down by issues that are having affect nationwide.  Shared brainstorming and conversation with other professionals who understand the challenges can pave the way to smarter, faster strategies for overcoming the big issues.

3)     Don’t make excuses

It is easy to blame the economy or a low death rate for loss of revenue or sluggish growth. Funeral industry professionals have an especially difficult job in a slow economy, where financial constraints are of great concern for many grieving families. It is the responsibility of homes to provide the best possible solutions for families, whatever their situation. It is easy to make excuses for shortcomings, but the most successful homes over the next year will be the ones that embrace the challenges and take responsibility for overcoming them.  Turn the setbacks encountered in 2012 into opportunities for your funeral home to move forward and build.

4)     Explore the professional needs of your team members:

It is a smart investment to take care of your team members. Supporting them in goals for a healthy lifestyle and a better work-life balance are great for motivation.  Perhaps even more impactful is an investment in their professional development. There are many ways a home can support staff in professional development.  Encourage time each week for reading industry publications and blogs with helpful, up-to-date information.  Send high-performing staff to seminars and support them in earning certifications in areas that can help expand service offerings.  No single man or woman can do it alone.  Investing in the success of a supporting staff can build strengths and talents that you do not have. That investment goes back into the success of the home.

5)     Focus on the future

Learn from past successes and failures, but don’t dwell on them.  Remember that a whole network of people share the achievement of new goals: staff, vendors, suppliers and families served all have stock in a home’s success and ability to provide excellent service. Create the future of your funeral home with a shared vision and opportunities for everyone to participate in the achievements of 2013 and beyond.

Although it might feel like many things in business are uncertain, one thing the funeral industry can count on is that there is no going back.  Change can be difficult and there has been a lot of it in recent years.  2013 will continue moving in this rapid progression of the industry and all of its moving parts.  Funeral professionals have two options: 1) Go kicking and screaming and be left behind. 2) Embrace the New Year with all of its changes with greater success this time next year.

 

Lacy Robinson, CFSP 

Senior Professional Development Trainer 

Lacy Robinson is a Kentucky licensed funeral director/embalmer and a certified member of the Academy of Professional Funeral Service Practice. She is a graduate of Georgetown College, Georgetown, Kentucky holding a bachelor’s degree in Communications. She is also a graduate from Mid-America College of Funeral Service, Jeffersonville, Indiana. As Senior Professional Development Trainer for Aurora Casket, Ms. Robinson specializes in helping funeral directors partner with families to create funerals that honor both their basic and personal needs at the time of loss. She presents continuing education programs on both the local, state and national level. Ms. Robinson is an active member of the Funeral Directors Association of Kentucky and Bluegrass Toastmasters Group. She is also a Certified Funeral Celebrant, certified Wilson Learning Facilitator and serves on the Advisory Board to the Association of Women Funeral Professionals.