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Overcoming Assumptions In The Arrangement Conference

By Steve Gilbert
Certified Management Effectiveness Coach


Two words describe the fundamental purposes of an arrangement counselor
working with a family: communication and relationship. Everything - from
obtaining information for the death certificate to placing a death notice
in the paper; from listening to their story of the final moments in the
hospital to casket selection - distills down to these two ideas.
Communication and relationship are integral parts of each other. Communication initiates relationship, and the nature of that relationship fosters communication. The relationship can be changed by communication.
The kind of relationship that serves both the family and the funeral director is one of respect and trust. Achieving this will depend upon the willingness of the funeral director to manage the communication in ways that build these qualities into the relationship. This is a broad topic worthy of much study, but for our purposes in this article, the discussion will focus on one of the basic causes of miscommunication, and how to overcome it. If effective communication builds a relationship of respect and trust, miscommunication must do the opposite. Understanding how and where miscommunication happens is fundamental to establishing more effective communication skills.

Assumptions

The basic premise of this article is: incorrect assumptions are at the root of most miscommunication.
- - - - - - - - - - - - - - - - - - - - - - Assume: To take for granted or without proof; to suppose or postulate; to guess. - - - - - - - - - - - - - - - - - - - - - -
Most of us are familiar with the adage about assumption derived from the letters of the word, assume: ass - u - me. While this might be true, one thing is for sure: relying on assumptions will undermine our ability to truly serve the family.
In the funeral arrangement conference, the funeral director is faced with a great challenge in communication. Initially, it is a room often filled with assumptions. The family comes in with assumptions. The funeral director comes in with assumptions. These assumptions may be accurate; most of the time they are not. How did the family arrive at these assumptions? How did you? Most importantly, how can these assumptions be overcome?
What assumptions do you encounter in the arrangement conference? When you walk into the room, often you can actually feel the energy of assumption. From the many training sessions I have done with funeral counselors here is a list of some common assumptions they have felt from families. Perhaps you can add to this list:
"This is going to cost more than I can afford."
"He is going to try to sell me something I don’t need."
"All they are interested in is getting my money."
"I know exactly what I want, and I don’t need anything more."
"These guys are sleazy crooks."
Assumptions don’t come out of thin air. They do have a basis for their existence. Most of the assumptions listed above focus on the ethics, credibility and motivation of the funeral director. [I’m going to assume(!) that none of these are true for you; if they are, then that is a subject for another article.] So, where does the family get these ideas? Most typically people get them from the media or from "war stories" of friends or family. Sometimes they come from personal experience.
Before we look at ways to deal with these assumptions of the family, we should turn the tables and look at some of the common assumptions of the funeral director. It requires humility to look at the assumptions you might be making about families, but the benefits can be rewarding. We should realize that making assumptions is very human: everyone does it. However, not everyone has the courage and honesty to look at them for what they are. Our personal assumptions may be deep rooted or simply lie at the surface of our experience.Accordingly, this will determine how difficult they are to work with.
One of the flags I use to recognize assumptions funeral directors make is a statement like, "The families I serve don’t like...., do like...., aren’t interested in...., etc. etc."A statement like this gathers all families into one common mold. While there may be a basis for this assumption in certain regional or ethnic preferences, it does not allow for either the possibility of change or for the family that may not fit the framework of the assumption.
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - Inadvertent manipulation can happen if we rely upon our assumptions about what a family does or does not want. - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
Many funeral directors I know abhor the notion of manipulating families. However, inadvertent manipulation can happen if we rely upon our assumptions about what a family does or does not want. Assuming that a family does not want (or isn’t interested in) a certain service or product, we might not discuss it with them, thereby refusing them the right to decide for themselves. In doing this, we steer the family into the choices we assume they want to make.
Many of the assumptions we make in the arrangement conference can be noticed if we pay attention to how we respond internally to statements the family makes. For instance, if a person says, "I cant afford a lot..," what do you think that means? Or do you know? If a person says, "We just want direct cremation," are you sure they know what they are asking for? What one person can afford may be very different from another. What is "a lot" may vary drastically from one person to another. "Direct cremation" is one of those terms that is loosely tossed about and bears more investigation.
Often assumptions arise out of the simple act of observing a person: how they dress, how they talk or at what automobile they drive. These can be the most difficult assumptions to acknowledge and overcome.

Overcoming Our Assumptions

Overcoming the assumptions we make is fairly simple, although it may not be easy. The first step is awareness. If you observe yourself caught in an assumption, you have taken the first, most difficult, and most effective step in overcoming it. The second step is simply to acknowledge that things can change. Let me describe this by way of example. A wife says to you, "I can’t afford a lot." Before you say or do anything, you see that you don’t really know what that means to her (awareness). Additionally, you realize that no matter what it means now, the meaning can change for her, depending upon the relationship you build with her and the way you communicate information that could add value to what she previously disregarded.
When we rely on our assumptions about the needs and wants of another, communication is shut down. We become "order takers." It is vital to keep communication open, and this is done by the use of skilled probing and listening. This is another huge topic, and worthy of much time and effort in practice. For the purposes of this article, we will confine our discussion to the basic understanding of open and closed probes. A closed probe requires a simple short answer, and requires very little thought to answer. Often closed probes are our default manner of asking for information. Open probes require extended answers and have the potential to gain the trust of the person you are in discussion with. Both are good tools that can be used for specific purposes.
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - Probing and listening are the great tools in navigating around your own assumptions. - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
I use the word "probe" purposefully. Every question is a probe, but not every probe is a question. Sometimes a simple statement can magically open a person up to you. One of my favorite stories about this came from a manager for a company I used to work for. A man came into the firm, and stood before her desk in a rather imposing way. He said, "I want my mother cremated, but I don’t want a casket." He put his fist down on the desk as he said the word "don’t." How would you have responded? When I ask this question in training sessions, most people respond: "OK." Or "Whatever you want, sir."But this manager responded by saying, "It sounds like you’ve had a bad experience." It wasn’t a question, but it was a probe. This statement opened the door for the man to talk about what had just happened to him at another firm, and vent his frustration and anger. All the manager had to do was listen. She then served his needs, one of which turned out to be a cremation casket for his mother.
Listen to yourself while you are working with families. Make a list of the questions and statements you routinely use. Get in the habit of "crafting" your questions. Can your closed probes be turned into open ones? Use words purposefully. (See the article, "Working With Families That Want To Scatter," for additional discussion on this.) Probing and listening are the great tools in navigating around your own assumptions - being interested in the family and probing to know them. This also builds relationship. People respond to those who are interested in them.

Overcoming The Family’s Assumptions

It may be obvious that the use of skillful probing and listening will go a long way toward helping the family to re-think their own assumptions. Why? Because you have acted in a manner that is inconsistent with their assumptions. You have shown your concern and interest in them at a very vulnerable time. However, this same principle can be used in other ways as well.
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - Act in a manner inconsistent with negative assumptions - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
As we previously discussed, many of the assumptions families make regard the motivation and ethics of the funeral director, specifically as they relate to money and manipulation. One of the worst things you can do in the face of assumptions like this is to speak directly to them. For example, if the assumption of the family is, "He’s going to sell me something I don’t need," and your response to this is, "You can trust me," you have just confirmed their assumption for them. What is called for is action, not words. The negative energy of assumptions is disarmed by acting inconsistently with the assumption.

Setting The Agenda

By properly setting the agenda at the opening of the arrangement conference, you can overcome many of the assumptions families come in with. This technique helps establish positive expectations and direction. You inform the family about the flow of the arrangement conference. You put the decision-making power in the hands of the family, while maintaining control over the arrangement conference. Often you will discover some of the unspoken concerns and anxieties the family has. As you deal with them, you build trust and eliminating surprises. (Remember: communication and relationship!)
Setting the agenda happens when you first sit down to meet with the family. It takes about 30 to 45 seconds, and it is worth every bit of thought you put into your words. I will show you the basic ideas, and give you some examples of how it can be said, but in the end, you must come up with your own words, that you are comfortable with and can say naturally and confidently. Here are the steps:
1. State your objective.
2. Explain the basic topics and decisions.
3. Explain the time frame.
4. Give the GPL to the family
State your objective. This is a simple statement of what you want to accomplish in this time with the family. Sometimes you will do this over the phone before the family comes into the office. You should say it again when you are with them. Here is one way you could say this: "Mrs. Jones, my purpose is to give you all the necessary information and answer any questions you might have, so you can make the best decisions about the funeral arrangements for your husband."
Explain the basic topics and decisions. This is simply stating the things that will be discussed. "We will be talking about the final disposition of your husbands body, what services and merchandise you might require, and I will need to gather some personal information so I can complete the death certificate for you."
Explain the time frame. "This will take us about an hour and a half. "Of course, you should state whatever time period you are accustomed to having with a family. The family may balk at the amount of time you state. If they do, you can adapt your approach, always keeping in mind that things can change as the relationship develops. Don’t shut down the possibilities because of a negative statement at the outset.
Give the General Price List to the family. We all know that this is an FTC requirement before any substantive discussion of costs is engaged. But instead of doing this because the FTC says so, do it in a way that serves your purposes as an arrangement counselor. Remember, you want to act inconsistently with their negative assumptions. Try this: "I want you to have this General Price List to keep. It shows you the costs of everything we will be discussing, so you are able to make the best financial decisions for you and your family."
Putting it all together, here is Setting the Agenda:
"Mrs. Jones, I am here to give you all the necessary information and answer any questions you might have, so you can make the best decisions about the funeral arrangements for your husband. We will be talking about the final disposition of your husbands body, what services and merchandise you might require, and I will need to gather some personal information so I can complete the death certificate for you. This usually takes about an hour and a half. Before we start, I want you to have this General Price List to keep. It shows you the costs of everything we will be discussing, so you are able to make the best financial decisions for you and your family."
I changed some of the words to show you how you might craft this format to suit you personally.

Conclusion

Serving the family well in the arrangement conference is one of the great challenges in funeral service. It requires the best out of the funeral director: thoughtfulness, humility, compassion, and the courage to help the family in ways they may not realize. Out of this can grow the most fulfilling experiences we can have in our profession: building positive relationships with the people we serve.


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