Secret Shopping To Prevent Crises

Crisis Management   Written by Jonathan Bernstein - Word Count: 461
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The concept of "secret shoppers" has uses far beyond the corridors and cash registers of retail stores. Retailers and wise businesses that are highly focused on customer service have long employed people to secretly "shop" as if they were actual customers or clients, and then report their perceptions to management. If you apply this concept to testing how an organization performs in multiple categories -- not just customer service -- you will be able to detect the seeds of budding crises well in advance of serious damage being caused.

Secret shopping can be done to evaluate vulnerabilities in:

¤  Physical and Information Security. 

How easy is it to just walk in to a facility unchallenged?  To see the contents of files containing what should be confidential information? Would it have been easy to just pick up a computer floppy disk or CD-ROM off someone's desk? Are valuable products placed in a manner that would allow someone to easily pick them up and stick them in a    pocket or purse? Are people talking about company business within    easy earshot of a visitor?

¤  Human Resources. 

Does the "secret shopper" prospective employee get treated in a manner consistent with all EEOC requirements and other applicable laws?  Are there signs of discrimination or harassment in the manner people talk to each other? Are there vulnerabilities indicated in the answer the shopper receives    when asking any average employee, "what's it like to work here?"

¤  Financial/Business Matters.

Contact some vendors for the target organization, playing the role of someone who's also been asked to be a vendor.  Find out how they treat outside vendors (a prime source of potentially damaging gossip), whether they pay on time, and what the vendor thinks of their business practices.

¤  Investment Matters.

If the target organization is publicly held, become a potentially large investor who wants feedback from major brokers and/or analysts. And then ask the same questions of the organization's CFO. Negative feedback from the former, or inconsistencies between the answers given by those outside and inside the company, are possible warning flags.

Published in FPG's March 2002 Issue


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Jonathan L. Bernstein, President/CEO of Bernstein Communications, Inc. His 20 years experience in the design and conduct of public relations and strategic communications programs, with particular expertise in what is commonly called "Crisis Management," but which Bernstein Communications breaks down into "Crisis Response," "Issues Management" and “Litigation Consulting”. His clients are from every industry including real estate giants such as the Lyle Anderson Companies, Del Webb Corporation and WCI Communities. For information about Jonathan’s presentations and consulting services,



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Copyright© 2002, Jonathan Bernstein. All right reserved. For information contact FrogPond at email susie@FrogPond.com.