You sit in the chair and you look at the screen and the notification pings. It is a blue light and it is a sharp sound. You are the senior lead and you have been here for and you know the rhythm of the queue.
New Ticket Escalated: Technical Specification Nuance
The notification comes from a new hire named Leo. He has been here for three weeks. He is a good man and he works hard but he is afraid. He has sent you a ticket regarding a customer question. The customer wants to know if the Berry family in the MT35000 Turbo tastes more like a fresh fruit or a candy.
This is a simple question and you could answer it in four seconds but the ticket is in your box now. You look at the ticket and you look at the clock and you feel the weight of the day.
Escalation as a Safety Valve
Leo followed the rules. The handbook says that flavor profile nuances are subjective and high-priority. The handbook says that if you are unsure of a technical specification you should escalate to a senior staff member.
Leo was unsure and he escalated. He did exactly what the paper told him to do but he failed the spirit of the work. He took a pebble and he made it a mountain and now you have to climb it. You are not angry with Leo but you are frustrated with the system.
The manual is a list of triggers and it is a collection of if-then statements. If the customer asks for a refund, check the date. If the product is defective, send a label. But the manual cannot tell you that a question about
is a conversation and not a crisis.
The “Reply” Button
RISK
The potential for being wrong, causing friction, or breaking a rule.
The “Submit for Review”
SAFETY
The comfort of passing responsibility to the senior queue.
To Leo, every ticket is a potential trap. He sees the “Submit for Review” button and he sees safety. He sees the “Reply” button and he sees risk. He chooses safety every time and the senior queue grows long and the customers wait.
The Lessons of 1943
In the year , the Kaiser Shipyards in Richmond, California, were building ships for the war. They hired thousands of people and these people had never seen a shipyard. The managers gave them manuals on how to weld the steel plates.
The manuals were clear and the diagrams were precise. The new welders followed the lines and they made the beads look like the pictures. But the ships began to crack. They sailed into the cold water of the North Atlantic and the hulls split and the ships sank.
The manuals told the workers how to melt the metal but the manuals did not tell them how the metal feels when it is too hot. Old shipwrights had to come out of retirement and they stood on the decks and they watched the new workers.
They did not teach from a book. They taught by the sound of the torch and the color of the glow. They taught the “negative space” of the weld. They taught the workers what a bad heat looked like before the crack ever formed. This was tacit knowledge and it was the knowledge of the “no.”
Maps vs. Compasses
The workplace is a shipyard and the tickets are the steel plates. We spend 84% of our training time on the explicit rules.
The imbalance of training: Teaching the “What” versus the “Why.”
We talk about the puff count of the MO20000 PRO and we talk about the battery life of the Turbo. We show the filters for the Lemonade and Tropical families. We give the new staff a map but we do not give them a compass.
A map tells you where the roads are but a compass tells you which way you are facing when the roads disappear.
The Anatomy of a Splinter
I removed a splinter from my palm yesterday. It was a small piece of cedar and it was deep. I used a needle and I used a pair of tweezers. I did not rush and I did not breathe hard. I had to know the difference between the wood and the nerve.
If I pushed too hard I would cause a bleed. If I pulled too soft the wood would break. The new hire is like a man with a needle who is afraid of the skin. He sees the splinter and he calls for a surgeon. He does not know that the skin can take a little bit of pressure and he does not know that the splinter is small. He lacks the calibration of the boundary.
$14
Productivity Loss
12m
Customer Wait
Calibration is the hardest thing to teach and it is the most expensive thing to lack. When Leo escalates a trivial question, it costs the company $14 in lost productivity and it costs the customer 12 minutes of time. If he does this 19 times a day, the math becomes a burden.
But Leo does not see the math. He sees the fear of being wrong. He has been told to be “accurate” and “authentic,” but he has not been told to be “brave.”
The Signal and the Noise
The veteran knows that most problems are not problems. Most problems are just moments that require a decision. The veteran has a high threshold for noise. They hear a rattle in the engine and they know it is just a loose heat shield.
They see a customer with a complex question about Tobacco flavor profiles and they know it is just an adult looking for a specific sensation. They do not escalate because they are not afraid of the answer. They have lived in the catalog and they have seen the variations of the MT35000. They know the negative space of the rulebook.
The process of explicit rules creates a “reflexive escalation.” This is a state where the brain shuts off and the finger moves to the transfer button. It is a path of least resistance. To fix this, we must stop teaching the triggers. We must start teaching the boundaries.
Finding the Space to Choose
I once worked with a mindfulness instructor named Drew S.K. and he spoke about the “gap.”
“Between the stimulus and the response there is a space. In that space is our power to choose.”
– Drew S.K., Mindfulness Instructor
The new staffer has no space. The stimulus is the question and the response is the escalation. The veteran has a wide space. They sit in the space and they look at the question and they decide if it is a fire or a flicker.
A specialist store understands this better than a generalist. In a generalist store, the staff must know 50 brands and 500 devices. The noise is too loud for anyone to hear the signal. But in a specialist environment, the world is smaller.
You learn the line until you know it in your bones. You know the difference between the Berry family and the Mint family without looking at a chart. You know the puff capacity of every unit in the catalog. When the world is smaller, the space for judgment is larger.
The Universe of Ownership
We tell our new people that they are allowed to be wrong but we do not believe it. Our systems are built to prevent error and in doing so they prevent growth. A system that cannot tolerate a wrong answer on a flavor comparison is a system that will always be bottle-necked by its seniors.
We must give Leo the permission to fail. We must tell him that if he gives a customer a subjective opinion on a Tropical flavor and the customer disagrees, the world will not end. The ship will not sink. The weld might be a little rough but the hull will hold.
To train a veteran, you must stop treating the junior like a machine. A machine follows a script. A human applies a filter. We need more filters and fewer scripts. We need people who can look at a complex request and say, “I have this,” and mean it.
Removing the First Splinter
You go back to the screen and you see Leo’s ticket. You do not answer the question for him. You call him over to your desk. You show him the two devices and you let him see the difference. You tell him about the time you gave a customer the wrong advice and how you fixed it.
You watch him relax. You watch the fear leave his shoulders. You tell him to go back and write the reply himself. He is nervous but he sits down and he types. He does not hit the escalation button. He hits the send button.
✅
TICKET RESOLVED BY NEW HIRE
The queue does not get shorter today but it will get shorter tomorrow. Leo has learned the negative space. He has learned that the manual is a guide and not a cage.
He has learned that the secret to being a veteran is not knowing everything but knowing what does not matter. He has removed his first splinter and the skin is still intact.
The next time the notification pings, you wait. You wait for 15 seconds and you see the ticket appear in the resolved folder. It was a question about a bundle deal for the MO20000 PRO. Leo handled it. He did not ask for permission and he did not ask for help. He just did the work.
You lean back in your chair and you look at the blue light of the monitor and for the first time in a long time, the silence of the senior queue is a beautiful thing. It is the sound of a ship that is no longer cracking. It is the sound of people who finally know the “no.”
