VoC strategy

CX Tool Kit: Setting the Stage for a VoC Strategy

The brands with the best experiences are attuned to their end users, and listening to the voice of the customer is a critical factor in designing great customer experiences. We’ve heard from brands like Zipcar and Kinvey how important it is to gain deep customer perspectives to create delightful experiences, and sometimes quantitative data and personas aren’t enough. Understanding the voice of the customer can be an invaluable component in designing well-rounded digital experiences.  

For our next Delight.us guest post, Annette Franz Gleneicki, a seasoned customer experience executive at Confirmit, shares her insight on laying the groundwork to gain voice of customer feedback. Annette is the principal writer for CX Journey and the SoCal lead for the Customer Experience Professionals Association (CXPA) with a passion for helping companies create great customer experiences.  In the post below, Annette outlines what’s needed to set the stage for a voice of customer program to help inform your customer experience design.

Facilitating Your VoC Strategy Annette Franz Gleneicki

Listening to the voice of the customer is more critical now than ever. Pulling together a VOC strategy and executing on it has many companies baffled, while only some have figured out exactly what they need to do. Let’s assume you’re one of the former, although you might still learn a thing or two if you are one of the latter.

We write a lot about the components of a great VOC strategy, but less time is spent describing the tools needed to facilitate a successful strategy. We talk about why we need to listen to the voices of the various constituents and the steps to do that, but we spend little time on what you’re going to need in order to accomplish this. That’s where I come in; this article focuses on the tools of the trade.

Tools to Set the Stage

Setting the stage is all about creating awareness and getting buy-in, not only from the top but from across the organization. It’s about making sure the organization is ready to embark on this journey and about clearly outlining what that means, who will be involved and how, and why. This is a crucial part of the effort because it lays the groundwork for the success of your customer listening efforts. You’ll see there are a lot of tools for this stage; it’s critical to get things right from the start. I’ve provided some links to sample tools and documents, where appropriate, and given very rough estimates for timing to complete each. Clearly, timing depends on stakeholder availability and willingness to participate.

Customer Experience Maturity Assessment: This is a great place to start to understand if the customer currently has a seat at the executive table, and if not, how ready you are to listen to customers and their needs going forward. It will be a read on where the organization is currently lacking (or not) and can be very eye-opening. It’s a great benchmark that can be revisited and re-measured to gauge progress over time. An example of a Maturity Assessment comes from Temkin Group. This document will take you 10-15 minutes to complete. I would recommend having others in the organization give their thoughts on it, as well.

Org Chart: The diagram of the structure of your organization will be helpful to identify department heads and people who need to be involved at different levels. While I don’t have an example of an org chart to share with you, you can usually get one from your HR department. This is a living, breathing document, as employees are hired or leave all the time, and occasionally there are reorgs.

Stakeholder Interview Guide: Used to conduct stakeholder interviews, which will have a variety of objectives, including: understanding the needs of your stakeholders as it relates to the VOC strategy, gauging individual readiness, and establishing a rapport and connection with the individuals as it relates to this ongoing effort. It’s also your chance to make some connections and find some champions to help with the naysayers. Designing your interview guide will take about a week. You’ll want to put some thought into it and get input from your program team.

Stakeholder Analysis: Used to summarize stakeholder attitudes about the VOC efforts, to prioritize stakeholders according to how they will be impacted and how they can have an impact, and to determine who is on board and who needs to be won over. A stakeholder analysis can be prepared in a couple of different ways, including in a table format or as a map/quadrant chart. Once the interviews are complete, and depending on how many you have to review, it will likely take you a day or two to compile the analysis.

Success Metrics: How will you know if your efforts are successful if you don’t define what success looks like? How will you measure success?

Brand Promise: It sets expectations for your customers about all interactions with your people, products, services, and company; it drives everything the organization does, and it should be apparent at every interaction at every touchpoint. Every employee should be armed with, and live, your brand promise. Check with your CMO, if you don’t know your company’s brand promise.

Communication Plan: Used to outline how and when you’ll communicate your efforts and results to employees, customers, partners, and other stakeholders. The communication plan is created in conjunction with your Marketing team, and given their willingness and readiness to define and execute it, could take a week or two to create.

Business Case: This is a well-written document that outlines for both believers and naysayers the reasons for undertaking the VOC efforts. It will outline expected outcomes, typically based on fact (e.g., case studies, pilot tests, or other steps taken to prove your point), as well as a clear path for achieving those outcomes. Detailing how to achieve a return on investment (ROI) will be important.

Pre-Mortem: While these are typically done for projects (and we all know that customer listening is not a project but a journey), I think this is an excellent tool to force you to think about what could go wrong and how to get out ahead of things before they go awry. While it’s more than just a risk analysis, it is a great way to mitigate risks and take preventative actions before you begin. You’ll assume you failed and then take a look in the rearview mirror to understand why this could have happened. This HBR article offers more details on conducting a pre-mortem, and this deck on Slideshare provides some templates to help you conduct this meeting. Plan about two hours for the meeting itself, but you’ll want to do some prep work to come prepared with your own thoughts on risks and potential points of failure.


Over the next few weeks we’ll be sharing more Voice of Customer insights from Annette, including how to gather data and put it to work. What questions do you have about creating a VoC strategy?