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Stuff To Ponder: Ticket Office Openness Vs. Security

August 15, 2011

by:

Joe Patti

Currently I am involved in talking with architects to plan a renovation for our theatre. Part of this will involve razing and moving our ticket office. In the course of other theatre design projects with which I have been involved, as well as those related to me by colleagues, there seems to be a desire to have a more open and friendly ticket acquisition experience for audiences.

Since people are purchasing online and using credit cards to purchase tickets, the thought is that the reinforced bank teller window (an image recently invoked by Rocco Landesman) can give way to a more open concierge desk set up with an aperture to a secure backroom available for deposit of cash receipts.

Thinking this might be an option we should consider, I emailed the theatrical architect with whom the lead architect is working. The fact our ticket office is located outside rather than in our lobby adds a little twist to the concept. My concern was mostly with how to secure the desk area and keep it clean when we aren’t using it without resorting to bulky contraptions or unattractive steel roll up doors. Though sheltered from the rain, we would have to figure a way to avoid having money fly away in a breeze. I thought with some good design and procedures, we could overcome these hurdles and provide a more welcoming atmosphere for our patrons.

The problem is that while the move toward cash-less transactions enables us to move toward a more open and friendly experience, thieves are making corresponding changes in the tactics they use to exploit the new transaction formats. We may end up right back behind the reinforced teller windows again before too long.

With his permission, I am sharing part of the response I received from architect Paul Luntsford of PLA Designs.

“Due to the increasing problem with skimmers and RFID scanners, debit and credit card transactions are moving to the secure and controlled window. By the way, this skimmer/RFID scanner thing is really getting bad. We went to see Les Mis tour show last Friday at our huge, union run, city-owned 3000 seat theater. I used the ATM in the lobby to get some dough to buy junk during intermission. That night, or technically the next morning at 3AM, my debit card was used online at the Apple store to attempt a $1 test purchase by some unsavory character who had managed to compromise my RFID data from my card when I used the ATM in the lobby! So, you need to consider that all electronic transactions happen behind a window, and that window has an embedded wire mesh that is bonded to ground and acts like a Faraday shield to prevent capture of RFID data when the card is processed by one of YOUR people.”

While the credit card company may be at fault for not properly encrypting information, that fact will be of little comfort if people start to associate your brightly lit lobby with a dimly lit alleyway in a bad neighborhood where they may be preyed upon. As security of the cards improves, (and hopefully theft techniques lag), we can hopefully look to maintaining a more open transaction environment. If not, along with good cash handling procedures, you may end up having to train employees on safe credit card handling procedures like not passing the card back out side the Faraday cage without replacing it in a protective sleeve.

Audience Relations, Business Models, Info You Can Use, Marketing/PR

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Examining Your Non Profit Career

August 10, 2011

by:

Joe Patti

Rosetta Thurman posted her 15 Powerful Questions to Ask Yourself About Your Nonprofit Career Many of her questions dealt with personal ambitions and what image you had of ideal situations.

The questions that engaged me the most though were numbers 11-14 which challenge you to look at the factors which are causing you to operate less than effectively.

“11. In which areas am I holding back in sharing my true gifts with my organization and community?
12. Am I making a real difference in my current role or position?
13. What’s really keeping me from deepening my level of commitment to my organization or cause?
14. What is the biggest opportunity I have in my nonprofit career right now that I’m not taking advantage of?”

Number 12 reflects a common sentiment that probably enters the minds of all people who work in non-profits. Probably especially those who work in the arts who may tend to wonder if their devotion to their art may be better applied focused on the ills which plague the world. Often when you are seeking funding, you are competing for money with the ills of the world so it is difficult to not wonder about such things.

But the other questions– holding back your gifts, not being fully committed, not availing oneself of opportunities– these are some real interesting questions. One of the first things I thought of whether these questions are different when pursuing a career in the non-profit sector versus the for profit sector.

If you have low self confidence then there may not be any difference. In either case you may not feel you are qualified enough or appreciated enough to have your abilities valued. You may think that others are more deserving of training or opportunities to work on career enhancing projects than you. Perhaps you don’t feel you get paid enough and so the business doesn’t deserve your full commitment of energy and talent.

But if you are more assured and confident and have a sincere commitment to your job and the work of your company, there are areas where there can be a real difference between non-profit and for profits. You may not invest yourself and your talents more because you are afraid you may be asked to do more without any additional compensation or even increase in scope of your authority.

This can easily be true in both the for profit and non-profit spheres, but I am specifically thinking about the reports of how many non-profit leaders were reticent about ever taking on the position of executive director perceiving it as a thankless job with little support and poor prospects for a work-life balance.

In terms of taking advantage of opportunities, even the most self-confident person may be reluctant to take advantage of professional development opportunities for fear that they are diverting resources away from the core purpose of the organization. The result is that some extraordinarily talented people may lack the training and guidance to become truly effective and never develop a network of contacts who can act as a support network and knowledge base. Even if concerns over the cost of attending conferences and seminars is never stated, an organizational culture of always economizing may make people feel guilty that time and money is being invested in them.

Meanwhile, an employee at a for profit is probably more likely to view the professional development opportunity as an investment by the company in their career and perhaps even something they deserve in return for their dedication to the business.

I would really be interested in seeing a survey done to learn if there is a large difference in the way non-profit and for profit employees approach employer sponsored professional development opportunities.

I am sure there are other reasons and motivations that factor into all these questions–and Rosetta Thurman is too. She is asking people to share their answers to at least one of these 15 questions on her blog. If you have something to say, by all means stop by.

Leadership, State of the Arts

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Info You Can Use: Correct Organization Of Personnel Files

August 9, 2011

by:

Joe Patti

Hat tip to Emily Chan at Non Profit Law blog for sharing a link to a Blue Avocado piece on how personnel files should be maintained. More specifically, what information should not be stored in a personnel file, if retained at all, and what should be kept in separate files.

Some of the prohibitions made sense given the need to maintain privacy of medical records and the fact that some documents must be released to federal inspection and it is inappropriate to provide access to the details of an entire employment history. It makes sense that nothing should be placed in the file that employees aren’t aware of.

There are some other factors I don’t know I would have ever considered when setting up a system of personnel records.

Following are the most important items to exclude:

* Any writing regarding the employee’s performance that the employee has not seen should not be in the file. For example, while the performance evaluation that was presented to the employee should be in there, a complaint memo from a department manager about an error the employee made that was never shown to the employee should not.

* Working notes or logs that a supervisor has kept for her own benefit, usually to assist in the drafting of a performance evaluation. The notes should be destroyed after documenting anything of importance in the annual performance evaluation.

* Any medical information (including drug testing information) about the employee from any source should never be in the employee’s personnel file, but rather in a separate, more restricted confidential medical file. This separate medical file could also include any medical-related information such as documents related to Workers’ Compensation, FMLA and ADA.

* Complaints or investigation reports (harassment, discrimination, ethics, licensing etc.). Any complaint about an employee that is subject to an investigation should not be in the employee’s personnel file, but in a separate complaint file. For example, if an employee is accused of sexual harassment, the only thing that should be lodged in the personnel file is any disciplinary action taken against the employee or a substantiated report of wrongdoing — but not the original complaint or investigation notes.

* These items also should not be kept in a personnel file, but in separate, confidential files:
o Hiring Documents, such as letters of reference, background investigation reports, or I-9s
o EEO Statistical Information for the EEO-1 Report
o Payroll records

In short, to manage all of this personnel information we suggest four sets of files:

1. A personnel file for each employee
2. A separate medical file for each employee
3. One folder that has Forms I-9 for all employees
4. A file (or set of files) for all employee payroll records

Ellen Aldridge, who wrote the Blue Avocado piece, also provides a downloadable check list of items to include. She follows the material cited above with information about what things employees can add to their files, how long you need to keep information, how to store the files and suggested policies and protocol for accessing and reviewing files.

The one thing I questioned, (literally-I ask about it in the comments section of the article), is the suggestion that notes a supervisor has been keeping to base a performance evaluation on be destroyed. The supervisor might be documenting incidents of absence, mishandling of cash or even episodes when customers praised an employee to a supervisor or were witnessed using exceptional judgment and initiative. Wouldn’t you want to retain this evidence if the employee challenged a poor evaluation or to defend the employee against potential layoffs?

There hasn’t been a response to my comment as of publication time. Perhaps the the advice will be to formally include these records as part of the evaluation and the destruction advice refers to informal handwritten notes versus a spreadsheet the supervisor has been maintaining.

If anyone has insight or wants to share their own best practices, I would be interested to learn the answers. My guess is that a modified version of these practices should be applied to volunteer records as well.

Info You Can Use, Leadership, Management Philosophy

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Goodwill Benefits Of The Arts

August 8, 2011

by:

Joe Patti

In the course of this blog I have posted about great customer service experiences I have encountered. I have also mentioned some superlative performances to which I have been witness. Never before have I had occasion to discuss how a great performance has earned me extended good customer service.

Last winter we had a flamenco group perform in our theatre. We had a great audience and some really good outreach events, one of which earned us the commendation of a program officer at the state arts foundation. For this alone, I would be happy.

By some confluence of events, the group and the guest services manager at the hotel we use really hit it off. I am not sure what exactly happened. The group asked us to set aside tickets for about six of the hotel staff. This doesn’t happen all the time, but it isn’t completely rare. In fact, some times I have given comps to shows front desk people have wanted to see.

This time was different from the past. In the course of the group’s stay, the front desk and they really bonded. When the group returned to Spain, they sent the guest services manager a gift. When I met with the guest services manager last week to talk about our room needs for the coming season, she mentioned that she was planning to visit the flamenco group during a vacation to Europe.

As I write this, I almost feel ashamed to admit that I have benefited from this burgeoning relationship. I haven’t pressed any advantage, but the good will the guest services manager has felt has facilitated my operations since then.

Because of flight schedules, just about every group we had perform since last winter has arrived before noon and the check in time was 3:00. In the past we were told that the hotel would try to fit them in, but it was likely they would have to wander around for awhile until the rooms were ready. This past Winter and Spring we were told the first rooms available would be theirs. No one ended up having to wander around and kill time until the rooms were ready.

As a result, the artists were more settled and rested than in the past. They were able to arrive at the theatre at the appointed time and didn’t feel rushed to set up. I can’t say they performed any better than they would have had they been obliged to wait a few hours before they checked in. I do think they left having a more positive view of our organization than they might have.

They had no idea they were the beneficiary of the good will generated by those who preceded them. From the tenor of my meeting with the guest services manager, it is likely the benefits will be extended to artists in our next season as well. Hopefully none of them will cause things to sour.

To me this is one of the intangible benefits the arts bring to the community. If I was just another company bringing a lot of business to the hotel, they would certainly make an effort to ensure all our needs were met. I don’t know that they would be as personally invested in my organization if our entire relationship was based on commerce. How we might benefit from this is a lot harder to measure than economic or even intrinsic benefits. (Though accountants will try to figure it out for you.)

General Musings

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