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Life Raft Leadership

the ONE guide.

For the moment someone comes to you and says, “I need help.” This is something we can teach our agents, and something we need to use ourselves.

Before you start

listen first.

Let them unload before you go into action mode. They should feel heard. But sometimes listening is only half the battle.

then assess.

Can they pull themselves onto the life raft if you throw it to them? Or do they need you to get alongside them and help pull them up? Listen to their words, and pay attention to their tone and body language.

own this moment.

Be fully present. Help them focus on what needs attention right now.

Pick the starting point

  • Nothing urgent? Give them the choice: “Where do you feel like you can start?”
  • Too overwhelmed to choose? “Let’s start with this one.”
  • Starting small helps them build momentum for the more complex issue.

When time matters

  • Calm but firm: “I need you fully focused on this. We can deal with the rest later, but I need you with me.”
  • Use “we” and “let’s.” Keep the attention on the issue in front of you. No blame.

navigate the steps.

Review the facts, use the tools, and help them find the path.

Get the facts

  • “What exactly is going on?”
  • “What information have we confirmed with our system or the customer?”
  • Trust the person, and verify the information.
  • For a regular, documented issue, the path may already be in your tools and SOPs. Use them.

Match the direction to the person

  • Probing: “Now that we’ve reviewed everything, what do you think we should do?”
  • Directed: “Ask the customer these questions, then follow up with this department.”
  • Provide the steps. They still have room to do their job.

execute one action at a time.

Make sure they know how to begin, and what comes after that.

Give the first step

  • “Let’s start with this, and then let me know what happens.”
  • If the sequence needs to be exact: “Remember: do one, then two, then three.”

Check before they go

  • “You know what to do?”
  • “Want to go through it again?”
After the moment

come back to the person.

“You okay?” Review why you took each step so they understand the reasoning for the future. Thank them for bringing it to you and for their part in getting it resolved.

if it keeps happening.

Look beyond the individual case. When there isn’t an active customer case putting pressure on them, break that type of issue down and practice the steps, so they’re better able to handle it themselves next time.

Listen and validate, but also help them make a plan.

Listening without action can leave someone stuck. Acting without support can miss the human being in front of you. Give them both.