Survive

SURVIVE Podcast - Episode 65 Notes

Episode Title: Finding Real Solutions: Root Cause Analysis for Store Leaders

Host: Mike Hernandez

Episode Description: In this problem-solving episode of Survive, host Mike Hernandez explores how convenience store assistant managers can go beyond quick fixes to find and address the true causes of store challenges. Learn practical techniques for root cause analysis and innovative problem-solving that will help you develop permanent solutions instead of repeatedly dealing with the same issues—transforming you from a manager who fights fires to one who prevents them.

Key Topics Covered:

  • Identifying the difference between symptoms and underlying causes of store problems
  • Practical techniques for uncovering root causes in a convenience store environment
  • Creative approaches to developing innovative solutions
  • Methods for building a problem-solving culture with your team
  • Implementing and measuring the effectiveness of your solutions
Episode Highlights:

  • The revealing story of Marcus, who solved declining coffee sales by addressing a schedule issue rather than changing coffee brands
  • The powerful "Five Whys" technique for digging deeper into problem causes
  • The "What If" method for generating creative solutions to familiar challenges
  • The "Solution Moments" approach for quick team problem-solving during slow periods
  • The "Problem-Solution Journal" for tracking issues and building an effective reference guide
Actionable Takeaways:

  1. Create a root cause analysis template incorporating the Five Whys technique
  2. Schedule a 15-minute team problem-solving session focused on one specific store issue
  3. Develop a solution tracking system to document problems, causes, and solution effectiveness
  4. Implement the "Learn and Share" practice during shift changes
  5. Start the "Small Steps Forward" approach for continuous improvement
Manager Challenge Question: How would you use the Five Whys technique to investigate high turnover in evening shift staff while morning shift retention remains strong?

Listen to this episode to develop the analytical skills that will help you solve problems permanently rather than temporarily, improve team engagement, and advance your management career.

What is Survive?

This podcast is for convenience store sales associates looking to promote to assistant managers as well as for new assistant managers. This can be a tough role when you just get thrown into position. I will prepare you to survive in this role.

Finding Real Solutions: Root Cause Analysis for Store Leaders
Welcome back, convenience store Assistant Managers! Mike Hernandez here. Today, we're diving into something that can transform how you solve problems in your store - root cause analysis and innovative problem-solving. Now, before you think this sounds too technical, let me share a story that might change your mind.
A store manager named Marcus was facing a persistent issue with his coffee station. Sales were declining, and customer complaints were increasing. The obvious solution seemed to be changing coffee brands or lowering prices. But when Marcus dug deeper using root cause analysis, he discovered something unexpected. By asking a series of "why" questions and observing patterns, he found that the real issue wasn't the coffee at all - it was a timing problem. The morning shift was starting the coffee prep 30 minutes later than they used to because of a recent schedule change. This meant the coffee wasn't ready when their early regulars arrived, so these customers slowly changed their morning routines to stop elsewhere.
The solution wasn't a new coffee brand or lower prices - it was simply adjusting the shift start time. Coffee sales returned to normal within a week, and it didn't cost the store a penny. That's the power of finding true causes instead of just treating symptoms.
In convenience store management, every problem you face has a chain of causes leading to it. When your inventory counts are off, when customer complaints spike, or when sales suddenly drop, there's always more to the story than what's on the surface. Finding these true causes means you solve problems once instead of dealing with them repeatedly.
Many managers fall into common problem-solving traps. They rush to implement solutions before understanding the real issue. They assume similar problems have similar causes. Or they rely too heavily on what worked in the past without analyzing the current situation. But here's the truth - the fastest way to solve a problem is to first understand what's really causing it.
In the next 30 minutes, we'll explore practical techniques for finding root causes and developing innovative solutions. You'll learn how to look beyond the obvious, involve your team in problem-solving, and create lasting solutions that actually work.
So grab your notebook because we're about to transform how you handle every challenge in your store.
Part 1: Understanding Root Cause Analysis
Let's dive into the heart of root cause analysis by exploring techniques that work specifically in our store environments. Think of this like being a store detective - instead of just fixing what's broken, you're going to find out why it broke in the first place.
Understanding the difference between symptoms and causes is crucial. Consider what happened at one store dealing with constant out-of-stocks in their energy drink section. The symptom was empty shelves, and the obvious cause seemed to be insufficient ordering. But when they dug deeper, they discovered their order quantities were fine - the real cause was a timing issue. Their deliveries came after their heaviest sales period, leaving shelves empty during peak hours.
The Five Whys technique is your best friend in finding true causes. Here's how it worked when one store tackled their declining lottery sales: Why are lottery sales down? Because fewer customers are buying tickets. Why? Because wait times are longer. Why? Because lottery transactions take more time than before. Why? Because new staff aren't familiar with the system. Why? Because lottery training wasn't included in the updated orientation program.
Think of the Fishbone diagram as mapping out all possible causes. When facing high wastage in the hot food section, one manager organized potential causes into categories: People, staff training, Process, preparation timing, Equipment, warming unit settings, and Environment and display location. This visual approach revealed that multiple small issues were combining to create the larger problem.
Pattern recognition becomes powerful when you know what to look for. One store struggling with drive-thru speed started tracking not just average service times but patterns in slower transactions. They discovered that specific product combinations consistently caused delays because of how their kitchen was organized.
Now, let's see how these principles apply to common store challenges. Take inventory discrepancies - one manager applied root cause analysis to what seemed like a simple counting error. By tracking patterns, they discovered that discrepancies always increased during shift changes, leading them to implement a new handover process that reduced errors by 80%.
For sales fluctuations, looking deeper often reveals surprising connections. A store noticed their morning sales dropping every other week. Instead of assuming it was competition or pricing, they mapped out all possible influences and discovered the pattern coincided with paydays at a nearby factory - workers were stopping more frequently on payday weeks.
Staff performance issues often have hidden causes. When one store investigated why their evening shift was consistently behind on tasks, they didn't just look at individual performance. Their analysis revealed that task timing was based on morning shift patterns, but evening customer flow was completely different. Adjusting task scheduling solved what looked like a performance problem.
Part 2: Innovative Problem-Solving
Now that we understand how to find root causes let's explore creative ways to solve these challenges. Sometimes, the best solutions come from thinking differently about familiar problems.
Brainstorming gets supercharged when you use what I call the "What If" method. One store facing constant issues with their drink cooler layout tried this approach. Instead of asking "How do we fix this?" they asked "What if we had to design this cooler from scratch?" This fresh perspective led them to completely rethink their layout based on customer reaching patterns rather than traditional product categories. Sales increased 15% simply by making popular items more accessible.
Reverse thinking is a powerful tool in our industry. When one manager couldn't solve their morning rush bottlenecks, she tried something different. Instead of asking "How do we serve customers faster?" she asked "How could we make service even slower?" This backwards approach helped identify every small delay in their process, making it easier to eliminate them one by one.
Looking for analogous solutions means borrowing ideas from unexpected places. A store manager struggling with their stock room organization found inspiration in how restaurant kitchens manage their space. By applying the "prep station" concept to their backroom, they created dedicated zones for different tasks, dramatically reducing restocking time.
Systems thinking helps you see how everything connects. When tackling high turnover rates, one store mapped out how each store process affected their staff. They discovered that their training schedule was creating unnecessary stress by teaching complex tasks during the busiest shifts. Simple resequencing of training topics reduced errors and improved retention.
Now, let's talk about implementing these creative solutions safely. One store wanted to test a new register layout but worried about disrupting service. They created what they called a "Practice Hour" - testing the new layout during their slowest period using a mock register setup. This allowed them to work out issues before making permanent changes.
Measuring effectiveness requires looking at multiple factors. When implementing a new coffee station design, a successful manager tracked not just sales, but also customer wait times, staff movement patterns, and restocking frequency. This comprehensive view showed them where to make fine adjustments for better results.
Adapting approaches means staying flexible. One store's solution for reducing shopping cart clutter worked great until winter weather hit. Instead of abandoning their system, they modified it seasonally, creating what they called their "Weather Wise" cart management program.
Learning from failures is crucial - but most managers do it wrong. When one store's new inventory system didn't work as planned, they did something unusual. Instead of quickly switching back to the old system, they documented exactly what went wrong and why. This detailed analysis helped them develop a better solution that combined elements of both systems.
Part 3: Building a Problem-Solving Culture
Let's focus on what might be the most powerful tool in your problem-solving arsenal - your team. Creating a culture where everyone thinks analytically can transform your store from constantly fighting fires to preventing them in the first place.
Encouraging analytical thinking starts with asking the right questions. Rather than telling your team what to do when problems arise, try asking, "What do you think is causing this?" One manager made this simple change during shift meetings, asking her team why they thought certain products weren't selling. A cashier noticed that items on the bottom shelf were being overlooked because a new display was blocking customers' view - an insight that would have taken management much longer to discover.
Group problem-solving sessions don't need to be formal meetings. One store created what they call "Solution Moments" - quick five-minute discussions during slow periods where the team tackles one specific challenge. When they used this approach to address their morning coffee rush issues, a new employee suggested a simple change to the creamer station layout that reduced service time by almost a minute per customer.
Sharing insights becomes powerful when you make it part of daily operations. A successful manager started a simple practice called "Learn and Share" - at every shift change, team members share one thing they learned or observed about store operations. This ongoing dialogue has helped them catch potential problems before they become serious issues.
Celebrating successful solutions isn't just about recognition - it's about reinforcing good problem-solving habits. When one store solved their persistent restocking issues, they didn't just acknowledge the solution; they documented how the team found it, making it easier to apply similar thinking to future challenges.
Now, let's talk about making these practices sustainable. Documentation doesn't have to be complicated. One store uses what they call the "Problem-Solution Journal" - a simple notebook where staff record issues they encounter and how they resolve them. This becomes a valuable reference for training new employees and handling similar situations in the future.
Knowledge sharing becomes natural when you make it easy. A manager created a "Solutions Board" in their break room - a simple whiteboard where staff can write down problems they've solved and how. This visible reminder helps spread good ideas across shifts and keeps everyone thinking about improvements.
Continuous improvement happens through what I call "Small Steps Forward." Instead of waiting for big problems to be solved, encourage your team to look for tiny improvements they can make during their shifts. One store had each team member identify one small thing they could improve each week. These minor changes added up to significant improvements in store operations over time.
Prevention strategies work best when everyone's involved. A store struggling with frequent spills implemented what they called "Spot and Stop" - training every team member to identify potential issues before they become problems. This proactive approach reduced cleaning time and improved safety.
Conclusion
We've covered a lot of ground today in developing your root-cause analysis and problem-solving skills. Remember, every challenge in your store is an opportunity to dig deeper and find lasting solutions rather than quick fixes.
The techniques we've discussed today aren't just theoretical ideas - they're practical tools that can transform how you handle daily store challenges. Whether you're tackling inventory issues, improving staff performance, or enhancing customer service, finding root causes will help you solve problems permanently.
Let me give you three specific actions to take this week. First, create your root cause analysis template. Take an hour to design a simple one-page guide that includes the Five Whys technique and basic cause-and-effect analysis. This becomes your go-to tool when facing any store challenge.
Second, plan your team problem-solving session. Schedule a 15-minute meeting with your staff to tackle one specific store issue using the techniques we've discussed. Remember to focus on finding causes, not just symptoms.
Third, develop your solution tracking system. Create a simple log to document problems, their root causes, and the effectiveness of solutions. This becomes your playbook for handling similar situations in the future.
Want more practical management tips delivered in bite-sized episodes? Visit smokebreakassistantmanagers.transistor.fm and subscribe to our podcast. Each episode is just four to seven minutes long - perfect for a quick break - and packed with additional training and development content to help you become a stronger leader.
Oh, and before I go, here are some questions for you to consider:
Root Cause Analysis and Problem-Solving
Question 1
Your store is experiencing high turnover in evening shift staff while morning shift retention remains strong. Using the Five Whys technique and additional root cause analysis methods discussed, develop a comprehensive investigation plan. Include how you would gather information, what patterns you would look for, and how you would verify your findings.
Reasoning: This question tests the manager's ability to apply systematic root cause analysis to a complex personnel issue. It requires them to look beyond surface-level explanations and consider multiple factors affecting employee retention. The question pushes them to think systematically about data gathering and pattern recognition while considering the human elements of the problem.
Question 2
Compare two different approaches to solving a recurring stockroom organization issue: a quick-fix solution versus a root cause analysis approach. Detail the likely outcomes, resource requirements, and long-term implications of each approach. How would you measure the success of each method?
Reasoning: This comparative question forces managers to evaluate short-term versus long-term problem-solving approaches. It tests their understanding of resource allocation, outcome measurement, and the true cost of quick fixes versus permanent solutions. The question promotes critical thinking about the full implications of different problem-solving strategies.
Question 3
A team member suggests an innovative solution to a persistent customer service issue, but it conflicts with current store procedures. Using the implementation methods discussed, create a plan to test this solution safely while managing potential risks. How would you involve other team members and measure effectiveness?
Reasoning: This scenario tests the manager's ability to balance innovation with operational stability. It requires them to apply safe testing methods while considering multiple stakeholders. The question examines their understanding of change management and their ability to evaluate new ideas objectively.
Question 4
Design a problem-solving session for your team focused on reducing waste in the hot food section. Include how you would structure the session, what analytical tools you would use, and how you would ensure all team members contribute effectively. What specific outcomes would indicate success?
Reasoning: This practical application question tests the manager's ability to facilitate group problem-solving while maintaining focus on specific outcomes. It requires them to demonstrate an understanding of team dynamics, analytical tools, and outcome measurement. The question also examines their ability to create an environment that encourages participation and analytical thinking.
Question 5
Analyze a situation where a previous solution to a store problem created unintended consequences. Using concepts from the episode, explain how root cause analysis could have identified these potential issues earlier. Create a new approach that would prevent similar oversights in future problem-solving efforts.
Reasoning: This reflective question pushes managers to think critically about the interconnected nature of store operations and the importance of systems thinking in problem-solving. It tests their ability to learn from past experiences while applying new analytical methods. The question promotes a deeper understanding of how solutions in one area can affect other aspects of store operations.
Now that we've explored root cause analysis and problem-solving approaches, here's an important note: The scenarios, stories, and examples shared in this podcast series are fictional and created for educational purposes only. While they reflect common situations convenience store managers might encounter, they don't reference any specific stores, individuals, or actual events. Think of them as teaching tools designed to help you develop your management skills. The techniques and strategies we discuss are general best practices that should be adapted to fit your specific store policies and procedures.
Thank you for tuning in to another insightful Survive episode from C-Store Center. I hope you enjoyed the valuable information. If you find it useful, please share the podcast with anyone who might benefit. Interested in becoming a store manager? Check out my Thrive podcast series geared at prepping you for promotion.
Again, I'm Mike Hernandez. Goodbye, and see you in the next episode!
Survive by C-Store Center is a Sink or Swim Production.