Not all customer request-for-support can be resolved at once, some requests or problems can be unresolved after an intervention has been implemented. If a customer problem has been unresolved after an intervention, there is need for the problem to be escalated to the relevant persons e.g. line manager or technical specialist.
Escalation
Remember the following when escalating problems;
- Do I have all of the facts?
Escalation in its purest form is a strategic move. Make sure you have all your facts together and have taken the time to consider alternatives before escalating. If the issue personally involves team members, strategize how this escalation will be a learning tool if at all possible.
- Will this issue come to a complete surprise to superiors?
If communication is open and effective, then your superiors should have some indication that a challenge is present before the escalation occurs. The soft skills involved in finessing communication techniques over the course of a career become more complex and more important as the stakes grow. Be sure that your communication skills grow with increasing responsibility. Seek professional mentoring or other professional development to keep skills current.
- What do I want from this process?
Escalation as a management strategy involves a comprehensive understanding of outcome goals and long-term project planning. Escalate too many issues and you may be perceived as the “Boy Who Cried Wolf” which may result in the lack of engagement of superiors when you truly need them. Holding back and waiting too long to escalate an issue can result in the things falling apart. Effective escalation takes skill, knowledge, and experience.
- Am I prepared?
While seasoned professionals will disagree about when or how to escalate an issue, most will agree that if you are going to escalate an issue you need to be completely prepared. Accumulate your documentation about what you have done so far to mitigate the situation; prepare a concise report detailing any related financials; have clear ideas about your outcomes. You want to be a partner in the process, so involve your team as necessary and engage your superiors as colleagues. An escalation can be an effective learning tool for teams if strategized properly.
Additional Factors to Consider
Effective escalation requires a certain level of professional maturity that emanates from top project managers. When you are in the presence of great leaders, how they handle conflicts and unexpected issues becomes the glue that builds team cohesion and is noticeable from a distance. Every company has divisions and teams that work smoothly despite issues that arise as projects evolve. Developing effective escalation strategies can help you keep your skills relevant and leverage career growth throughout the longevity of your career.