Monday, September 3, 2012

Dealing with Bureaucrats


          Perhaps everyone already has a successful strategy for dealing with all the bureaucrats they encounter, but my wife suggested I share my own since it has been quite effective.  This skill, like all my others, has evolved over the years.  And I am not suggesting that a single strategy will work on every government executive, insurance adjustor, warranty representative, or other person with near total power over a very specific issue like an incorrect bill, policy, and/or a standard operating procedure.  Now, these steps require that your problem is legitimate and even righteous!  Don't ask for a refund after a long time or for damage you should have prevented.  Have plenty of time, energy, battery power, and a notebook to write every pertinent piece of information (names, the date, the actual time(s), especially as you proceed through the almost inevitable cast of characters...powerful to be able to say I've been on this call for X minutes).

Step 1:  Maintain calmness.  Anyone who expects an issue to be resolved in his/her favor will have no need for anger; why should you if you know you are right?  Losing your temper immediately suggests you have given up and are just going to fuss about it.  Also, it is almost always the case that the person you are talking to is at the lowest level of decision making for whatever agency you are dealing with, which leads to the second step.

Step 2:  The instant the bureaucrat suggests that what you are asking for is beyond his/her power, insist on talking with someone who has that power.  Usually, this request will be fought since apparently policy is to handle the issue if at all possible.  Again, be polite but insistent, accepting the truth that your issue is so important/unusual it requires managerial involvement.

Step 3:  Use questions.  This is the real key for me.  After you've explained your problem and what you expect to be done, start asking questions of them.  They will not always be the same wording, but the implications are almost always the same. 
Don't you think my request is reasonable?

Isn't this the level of customer support your company is known for?

If this were your problem, wouldn't you expect this solution?

So, you've never made any exceptions?  No one has ever had this taken care of before?  These questions are nearing last resort when you've been told nothing can be done.  In my experience, they hate answering these since they are very likely being untrue about never an exception.

So, you are saying your company, etc. will not take care of this? 

Step 4:  If still rejected, ask to speak to someone above that person.  They will almost always fight this, using several tactics: putting you on hold to "share your problem" with their supervisor; telling you over and over there is nothing they can do and that their boss will say the same thing...I actually had a person do this to me for 5 minutes once until I asked so, you're refusing to let me talk to your boss?  What is your name please, because I will need to share you treated me with disrespect by not letting me speak with the boss?

Step 5:  Repeat every step above with everyone you speak to.  Be polite but insistent, implying constantly that now that you are speaking to the "right" person, the obvious solution will be done. 

Step 6:  If, ultimately, they stay strictly on an argument for what they are legally bound to do, I say words to this effect:
I understand what you're saying, but is that right?  This has been a powerful question for me since while their policy may be legal, in this case, it may not be right. 

Step 7:  If you finally give up your quest, calmly remind them you do have some power yourself as a consumer.  Calmly explain you will need to share your disappointment over this issue with all your friends, both near and far (facebook!).  Don't make threats, ever!  Just advise them you will make sure other consumers are as educated as you now are as to the organization's policies.  Then, do so. 

Step 8:  Finally, write a simple, but well written letter to the president of the company or elected official for a government agency.  Keep all anger from the letter, and just explain the entire calling experience with names, dates, times, and any other important information.  You don't need to ask for anything; just explain you thought they should know.  Rules/policies are for everyone below the big boss.  Big bosses can make any decision they choose.
Step 9:  Be satisfied you did everything you could and move on.  Easier said than done, but no less true.

Good luck!  I sincerely hope you never have to use this advice!