entity-control-board-guide-book.pdf - aiesec.org.ar
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1. Introduction
1.1. Things you need to know about ICB 14.15 Internal Control Board (ICB) is a global controlling body working arbitration cases
of exchange standards, ER and Partnership Principles of AIESEC entities, physical
AIESEC members and AIESEC International.
1.2. What is role of ICB in AIESEC Network? 1.) The ICB is the final decision making body regarding Exchange
Standards
2.) The ICB has final decision making power on ER, partnership cases except when
the decision could have direct financial or country membership related
consequences.
3.) The ICB provides consultancy on its applicable documents’ interpretation
and its implementation as well audit services
1.3. Entity Control Board Entity Control Board Team (now refered to as ECB Global Team) is a division in
Internal Control Board (ICB) body responsible for providing ECB
implementation support, coaching, education & support with materials &
resources to entities who have or want to implement Entity Control Board. ECB Global
Team is also responsible for certifying entities for delivering Standard
experiences to Satisfy customers and stakeholders.
OUR TERM GOALS:
1.) Provide coaching and implementation support and encourage entities to
implement ECB as a means of improving the Standards and Satisfaction of its
XPs.
2.) Create and manage Standards forum and Summit for all ECB responsible
to connect, discuss and contribute to the improvement of Standards and
Satisfaction of XP in the network.
3.) ECB Resource Hub: A platform that house all documents relating to
Standards and Satisfaction and ECB work so as to fasten ECB working processes
and make it easier and more effective.
4.) Entity Standards Certification
ECB Guide Book Content
General part Entity Control Board
Entity Global Survey Report
Customer Experience Management
Net Promoter Score
Introduction to Process part
Process part Reality Check
Structures
Job Descriptions
Focus Time
Transition Time
2. General Part
2.1. Entity Control Board Entity Control Board (ECB) is last decision making body on national level in regards
to Exchange policies and national standards regulation principles. A division, working
directly with its MC, ICB & FLB to ensure that the best Standards and Customer
Experience is delivered to every customer and stateholder in each entity.
OUR PURPOSE: implementation and education, providing support for national
team & local entities in managing standards of exchange programs, fire-fighting,
exchange process evolution, creating national ECB resource hub & working directly
with the ICB, final decision making body, to provide consultancies, education, audit
and case solutions based on XPP and its final interpretations.
2.1.1. Why should we implement ECB? Beside AIESEC International , Internal Control Board can shape our organizational
culture and internal processes which lead us to three key factors why you should
implement Entity Control Board in entity:
Need proactive approach
towards fire-fighting
Standard cases
Need education & trainings on SM & CEM
Want to be a part of GCPs in
AIESEC Network
You are ready for change!
1. Reason 2. Reason 3. Reason Welcome!
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2.2. Entity Control Board Global Survey Report The aim of ECB Global Survey was to identify existence of similar body (if yes, what are
their JD's & contacts), what's the best way that ICB can provide support & do entities
have intents to implement Entity Control Board on national level.
111 out of 120 entities participate in the survey, 28 of them had already implemented
ECB or similar bodies, 47 of them expressed their intention for implementing, 36 of
them do not intent to implement ECB in this term and 9 of them didn't respond to the
survey.
5 Common Job Description 5 Specific
5 Common How ICB can support you 5 Specific
Case Solving
Education
Standards Management
Firefighting
Auditing
Education
Coaching
Education & implementation
materials
GCP’s sharing from global network
Support from global team
Standard Certification
Criteria Certification
NPS Tracking
Coaching
Evaluation
Standards Certification
Criteria Certification
NPS Tracking
Coaching
Evaluation
Top priority Evaluation and improvement of ICB processes
Guidelines for ECB implementation strategies
Tools & education from auditing
Providing feedback & tracking tools for entities
Setting minimum Standards for our X programmes
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To inspire loyalty in our Customers, making them to promote our product.
2.3. What is Customer Experience Management? “Customer experience management (CEM or CXM) is a strategy that focuses the
operations and processes of a business around the needs of the individual customer.”
Therefore, CEM means to listen to the customers and take action about their needs.
However, why do we need CEM in our exchange operations? Here are three key
objectives on which we need to focus with a key message:
2.3.1. How can I develop my own CEM? Here are 5 simple steps to start thinking of developing your own CEM:
To understand certain parts of CEM process, here are set of questions that we need to
answer in order to prepare us for the next steps towards implementation
1.) Understand – What experiences do we want to deliver to customers? Which
exchange subproducts will we focus on during our term? Which customer group
do we need to focus on? What expectation do our customers have towards us?
Do we follow the minimum delivering Standards? Can we reraise our customer
for another internship? Can they help us in raising new customers?
2.) Discover – What experiences are we delivering to our customers? What is their
satisfaction with our deliveries? Why is satisfaction with our programs so low?
Why do we have low response rate? Why is our NPS so low, under expected
number? Did we focused on right customer group? Do we have the right
channels for promotion?
Customer Satisfiction
Product Promotion
Customer Loyalty
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3.) Concepts – Where are the current GAPs (bottlenecks) between current and
planned delivery programs? How can we improve these GAPs? How can we
upscale response rate? Are we satisfy with our plans?
4.) Validate – On which fields do we have major improvements? Do we have more
promoters than detractors? Do we have more response rate than the previous
quarter? Do we have stories to share with other potential customers? What are
our strongest promotion channels? Do we focus properly on customer group?
5.) Implementation – What are our action plans towards exchange delivery? What
education do we need internally to achieve our strategic plans? Do we have HR
capacity to achieve our plans? Do we need to recruit more members in order to
achieve our plans?
After we made initial plan how we should implement CRM in our entity, here are some
tools which we can use to have better efficiency for each stage:
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After we used some of the listed tools, now we need to clarify certain parts which are:
Customer Centricity Customer Loyalty and Implementation plan in the following
sub-topics in order to have clear understanding of CEM as a methodology.
2.3.2. What is Customer Centricity? Customer Centricity (CC) is an action of putting your customer’s satisfaction in the
center of your operations. CC is not only a strategy but a behavior where you care more
about your client.
2.3.3. What is Customer Loyalty?
Behaviors Tool Change
Customer Centricity
Customer Experience Mangement
Customer Loyalty
Because our objective here is to make them SATISFIED, turning their loyalty into organization advantage.
That’s the “ WHY” of Customer Loyalty.
It amplifies our impact!
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2.3.4. Implementation phase of CEM into my entity? To help us apply Customer Experience Management (CEM) to our entities, we have
these two applications: Behaviours (Customer Centricity) & Tools (NPS).
2.3.5. Net Promoter Score (NPS) Net promoter score (NPS) is a management tool used to measure the loyalty of an
organization’s customers. NPS has a score. This score measures the loyalty of the cus-
tomers, based on their evaluation about the questions.
NPS is based on the fundamentals that organization’s customers can be divided into
three categories, and is calculated using two of them, as below:
NPS excludes the passives and then measure
your “success” according to this image.
1-6 Detractors: This is a very unsatisfied customer and he probably will detract the
organization.
7-8 Passives: They do not have complains but also did not fall in love, so they will
not promote or detract.
9-10 Promoters: those one had their “life changing experiences”. They are amazed
with the product and probably will promote it, because they wants more people to live
that experience.
An NPS above 50 is excellent. In addition, a NPS score of zero is very bad - because
it means you have more detractors than promoters.
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Continuing with topic 2.3.4. „Implementation phase of CEM into my entity“ Now, when we have necessary data & customer feedback, we take three main actions:
1. Solve customer’s concerns (Fire-Fighting)
2. Improve our processes
3. Develop our Products
Solve customer’s concerns (Fire-Fighting) – Customer Concerns
These are the five steps of Fire – Fighting basic flow:
1.) Once the EP fills the NPS or launch a complain, he/she can put his comment & also
check a box to request a follow up (that’s for giving a suggestion or solution to a prob-
lem)
2.) You can then open each as a case in order to analyze, understand and negotiate
3.) We then follow up on the customers (EP) for feedbacks and insight in order to main-
tain high Customer Loyalty (CL)
4.) Once we contact the customer & initiate an analysis, we put the case “In Progress”
5.) When the analysis are completed, we put the case to “Closed”
Fire-Fighting is basically solving the cases. A good one is when you solve 100% of
the cases, ideally.
Follow - upon Requests
Open Case In Progress Close Case
UNSATISFACTORY ---> SATISFACTORY EXPERIENCE
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How can we measure CEM?
We have two ways to measure and track our CEM & they are:
Measure of Success (MoS) is the NPS because it measures the Customer Loyalty
(CL) & Key Performance Indicators (KPIs) which are:
1.) Response Rate (%RR) of the NPS (how many people answered the survey)
2.) % of Fire Fighting (%FF)
a. (calculated by [In Progress + Closed Cases]/Total Cases)
3.) % of Promoters (%Prom)
2.3.6. What are the next steps regarding CEM implementation?
What are the three key things we need to focus on in order to implement CEM in our
entities:
1.) Start to practice your customer centric behavior
2.) Access your entity NPS (Check your %RR, %FF, %Prom and NPS surveys)
3.) If you have any Fire Fighting case, start to solve it!
NPS
%FF (Cases)
%Prom%RR
Current State Analysis
Set Goals Planning Tracking
2.3.7. 9 rules of effective CEM strategy 1.) Know your customers priorities and place them at the center of your CEM
2.) Declare early and clearly what you and your product/service stand for
3.) If you are changing direction, take your existing customers with you.
Guide them through your road map and lay out the new customer journey
4.) Think about the end-to-end customer journey from day 1– effective CEM is a
pathway to commitment – it starts with winning early mind share and ends
with excellence in life-long product/service experience
5.) Get your products/service into the hands of customers
6.) Welcome and facilitate competitive comparison
7.) Be decisive – if something is not working – change it quickly (FF)
8.) Use data-driven (NPS) decision making and be creative
9.) Keep listening – be prepared to build and involve a customer community at
all stages in the product life-cycle
2.4. Introduction to process part Before we move into 3rd part of ECB Implementation Guide, we'd like to explain to you
the purpose of the Process part.
In the process part we will have 5 major sections:
1.) Reality Check
2.) ECB Structure
3.) ECB Job Description
4.) Focus Time
5.) Transition time
1.) Reality Check – in this part we will discuss more about Standards & current issues
with questions, directions & possible conclusions to understand the discovery phase of
CEM. In the second part, we'll talk more about ECB & right attitude towards it.
2.) Entity Control Board Structure – in this part we will discuss more about the
structural minimums as well as possible structures which you can implement in your
entity.
3.) Entity Control Board Job Description – in this part we will discuss more
about minimum regarding job description as well as suggested JD's divided by the
tiers.
4.) Focus time – in this part we will discuss more about focuses on particular
objectives during your term and/or team planning.
5.) Transition time – in this part we will discuss more about 9 possible steps towards
developing and/or implementing ECB & important milestones as well as cohesion
between MC & ECB team.
Reality Check
ECB Structure
ECB JDFocus Time
Transition Time
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3. Process Part
3.1. Reality Check In this part, we will try to understand where are our current problems regarding
Standards & ECB implementation in our entities.
TIPS: Before we continue exploring these parts, please read this:
We'll suggest sets of questions which will represent current problems, then we will have
set of directions which will lead us towards possible conclusions.
* Notice: Proposed directions made by ECB Global Team is just an opinion & might
not necessarily be relevant or applied to your entity. These is just to serve as a guide.
We also encourage you to add your own questions, directions & conclusions which are
appropriate & best represent the current issues of your reality.
Legend:
Q = Questions
D {1,2,3,4} = Set of directions
C = Conclusions
3.1.1. Getting the picture of Standards in my entity Q1: What are the pros regarding SM in your entity?
D1: Does our entity follow the AIESEC Standards (XPP, Customer flow, etc)?
D2: What are the major compliments received from our exchange customers (via NPS
survey and/or Social Media)? Are those the compliments we expected from them?
D3: Which behaviours and mindset do we need to develop and/or have towards
Standards for our exchange programs (reception, integration/interaction &
reintegration)?
D4: What are some examples of Good Case Practice (GCP's) we have? What do we need
to develop and/or implement in order to maintain them?
C1: Make sure that our entity especially the local committees are aware of good
standards delivery and/or implementation means.
Q2: What are the cons regarding SM in our entity?
D1: What are our biggest problems regarding SM? What are the possible solutions? Do
we know how to develop and/or implement them? Which resources do we need?
Where we can get them?
D2: Why did our strategies go wrong? What was misplanned in the process? Did we
follow the Customer Experience Management flow? Do we need to ?
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D3: What are the main complaints that exchange programs receive from EPs (via NPS
survey and/or Social Media)
D4: what are the possible examples of Good Case Practice (GCP's) on improving SM
in our entity? What do we need to develop and/or implement in order to have them?
C2: Make sure that our entity is aware of what is limiting its development.
Q3: How we can measure the delivery of internship standards in our
entity?
D1: How are are setting expectation & preparing outgoing preparation seminar? Do
we deliver it in an appropriate way? What do we need to develop and/or improve?
D2: What are procedures during EP's exchange regarding Standards? Do we made it
in an appropriate way? What do we need to develop and/or improve?
D3: What are procedures after EP's exchange regarding Standards? Do we made it in
an appropriate way? What do we need to develop and/or improve?
D4: Do we have tools to classify exchange experiences as „successful”? Do we made it
in an appropriate way? What do we need to develop and/or improve?
C3: Make sure that our entity do an internal evaluation of all internal exchange
program procedures.
3.1.2. Understanding the plans to overcome problems & implementing an ECB Q1: How do we perceive role of ECB as a body in charge for SM in our
entity?
D1: Do we have the right behaviours, attitude & mindset towards exchange standard
processes? What do we need to develop and/or improve in order to develop exchange
standards?Do we know how to do it?
D2: Whare are out current process & state for product evolution regarding Standards?
What do we need to develop and/or improve? Do we know how? What do we need for
it?
D3: Are we using case-solving negotiations? What do we need to develop and/or
improve? Do we know how? What do we need for it?
C1: Understand and develop right attitude toward importance of ECB as national
body in our entity.
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Q2: What should be the focus of ECB in our entity?
D1: Do we do fire-fighting for exchange standard cases in our entity? Do we implement
it in appropriate way? What need to be develop and/or improve in order to start using
it? Do we know how? What do we need for it?
D2: Did we start network education/training/coaching (CEM, Customer Centricity &
Loyalty)? Do we know how? Do we need help?
D3: Do we know what is process evolution regarding Standards? Do we know how to
handle it? What need to be develop and/or improve in order to start using it? Do we
know how? What do we need for it?
C2: Getting clear understanding of your ECB focuses.
Q3: What should be our focus regarding ECB structure & JD in our entity?
D1: What is our current state regarding HR capacity? How much resources do we need
to spend on it? Do we know where to allocate them? Do we know how to engage them?
Do we have a plan? What kind of support do we need?
D2: What will be their job distribution? Do we follow JD minimums needed? Are they
aligned with our plans? What do we need to develop and/or improve to have better
experiences for our members? Do we need help?
D3: What members development do we want to offer? Do we follow structure
minimums? Do we have development plan? Do we need help?
D4: On which supply & demand (S&D) will we focus on ? Will it be no. of exchange
standard cases to be solved or no. exchanges? Do we want to have another S&D?
C3: Getting clear understanding of your ECB structure & JD plans
Q4: When do we want to implement ECB in our entity?
D1: When will we release chair application? Do we follow minimum JD? For how long
will the position be opened? How long will the position will last? Do we need help in
creating materials? Do we need GCP's from the network?
D2: When will we release membership application? Do we follow minimum JD &
structure? How long will the position last? Do we need help in creating materials? Do
we need GCP's from the network?
D3: What will be ECB's important milestones of the term? How will we create them?
What are the DDL's? Do we need help? Do we need GCP's from the network?
C4: Getting clear understanding of your ECB roadmap
At the end of this paragraps, you will have clearer idea & vision what your current state
regarding Standards & how ECB as national body can help your entity in improving &
developing.
For any question, please send them on: [email protected]
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3.2. Entity Control Board Structures In this paragraph, we'll talk more about ECB minimum structural requirements
& suggested structures which you can implement in your entity.
* Notice: The proposed structures made by ECB Global Team are variations of input
we get from the global network. These structures are suggestions and you are not
obliged to use them if they dont reflect your reality. Feel free to adjust and make
changes to it to suit your reality.
3.2.1. ECB structural minimums Based on the inputs we received from the global network through our surveys and
meetings, we came to a general conclusion on the minmums that each ECB globally
suppose to have. The point to note here is these divisions does not necessary require
an individual to run each of them. Based on your reality, you can select one person to
both be the ECB Chair and TM/TL of these 3 main division. The important part is
having these main divisions as minimum operation focus for your entity. The ECB can
be an independent body working hand in hand with the EBs (both Local and National)
or can be an added responsibility to the roles of the current operations teams of your
entity. What is important is having the clear structure for S&S implementation,
tracking and managing the CEM process effectively.
* Notice: If you have really low HR capacity, then it's needed that you have
responsibilities/standard managers for focused programs on national and/or local
levels which will deal with fire fighting, process evolution & education.
ECB Chair Standards
Responsible or
Fire Fighting Division
Process Evolution Division
Education Division
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3.2.2. ECB suggested structures 3.2.2.1. ECB suggested structure #1
3.2.2.2 ECB suggested structure #2 *Notice: This structure is suggested for those entities which has Entity Control Board
for at least one year.
ECB Chair
Fire Fighting Division
Process Evolution Division
Education Division
ECB Chair
Fire Fighting Division
Process Evolution Division
Education Division
Standards Division
CEM
Managers
Product Development
Managers
Product Innovation Managers
LC Edu.
Managers
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3.2.2.3 ECB suggested structure #3
3.2.2.4 ECB suggested structure #4
3.2.2.5 ECB suggested structure #5
Representative on regional/LC level
ECB Chair
Fire Fighting Division
Process Evolution Division
Education Division
ECB Chair Standards
Responsible or
iGCDP oGCDP iGIP oGIP
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or
Standards Manager or Experts on local levels
ECB Chair Standards
Responsible
3.3. Entity Control Board Job Description In this paragraph, we'll talk more about ECB minimum job description &
requirements divided by tiers.
* Notice: The proposed JDs made by ECB Global Team are variations of input we
get from the global network. These JDs are suggestions and you are not obliged to
use them if they dont reflect your reality. Feel free to adjust and make changes to it to
suit your reality.
3.3.1. Job Description for Tier 1 & 2
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3.4. Focus time In this paragraph, we'll talk more about ECB role towards fire-fighting, Customer
Experience Management (CEM), vision & possible milestones. There are possible
objectives on which you can put more focuses during your ECB timeline planning.
* Notice: The proposed focuses made by ECB Global Team are variations of input
we get from the global network. These focuses are suggestions and you are not
obliged to use them if they dont reflect your reality. Feel free to adjust and make
changes to it to suit your reality.
3.4.1.1. Fire-fighting
Network supportCustomer
satisfactionEducation ICB relations
Network relation (national and international)
Case solvingProcess
Improvement
Give feedbacks to the
stakeholders
Cases financial management
XPP Interpretation
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3.4.1.2. Customer Experience Management (CEM)
3.4.1.3. Deliverables (Vision)
LC Ambassadors
relation
NPS report and analysis
Network education
Information management
Culture Building
IncentivesProcess
ImprovementProduct
Development
Showcase Response Rate
Network education with operations
NPS Goal achievement
Resource Center usage by the network
Local and National CEM implementation
(NPS Goal achievement)
CEM implementation with TN
100% of Fire-fighting
Convert detractor into promoters
PRIORITIZATION
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3.5. Transition time In this paragraph, we'll talk about 9 simple steps of how to conduct transition and/or
establish Entity Control Board (ECB) in your entity after all the above processes.
1.
• Creating national resource center regarding Standards Management (SM) & Customer Experience Management (CEM) by MC
• Opening applications for Entity Control Board (ECB) Chair
2.
• Selection of ECB Chair• ECB & MC are planning & designing ECB members application
3.
• Start working on Standard cases (by ECB Chair) together with MC until be ready to start FF negotiations by itself
4.
• MC education for ECB Chair on Coaching skills & Education devievery• MC need to decide if ECB chair is ready for taks after their education and/or trainings
5.
• MC & ECB Chair creates list of key LCs that must receive coaching & education regarding SM & CEM
• LCs are selected according to national strategy
6.
•ECB is now ready for LC coaching and/or training regarding SM & CEM•ECB need to provide coaching and/or training & follow-up report
7.
• MC is responsible for SM & CEM report on the national conference• MC is responsible to teach ECB team how to gather data & create reports
8.
• ECB is now able to create reports & analysis of the whole entity by itself• ECB must generate training pipeline towards their term
9.• ECB develops itself by interaction with others ECB & ICB
4. Conclusion This implementation guide aims to create an understanding of the standards,
customer experience management & importance of Entity Control Board in your
entity. Below is a summary of objectives & focuses of this guide to summarize
everything that is relevant or important to develop and/or implement Entity Control
Board!
Entity Control Board (ECB) is last decision making body on national level in
regards to Exchange policies and national standards regulation principles. A team,
working directly with its MC, ICB & FLB to ensure that the best Standards and
Customer Experience is delivered to satisfy every customer and stateholder in each
entity.
Customer Experience Management (CEM or CXM) is a strategy that focuses on
the operations and processes of a business around the needs of the individual
customer. Therefore, CEM means to listen to the customers and take action about
their needs.
Customer Centricity (CC) is an action of putting your customer’s satisfaction in the
center of your operations. CC is not only a strategy but a behavior where you care more
about your client.
Net promoter score (NPS) is a management tool used to measure the loyalty of an
organization’s customer. NPS is a score that measures the loyalty of the customers,
based on their evaluation about the questions.
In process part we will have on 5 major parts:
For any question, suggestion or feedback, please send the on:
Official ICB mail: [email protected]
Reality Check
ECB Structure
ECB JDFocus Time
Transition Time
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