The Pennsylvania State University The Graduate School Department of Learning and Performance Systems DEVELOPMENT OF BUSINESS STANDARDS FOR IMPROVING SERVICE QUALITY FOR CONSUMERS WITH DISABILITIES WITHIN THE U.S. SERVICE INDUSTRY SECTOR: A MODIFIED DELPHI STUDY A Dissertation in Workforce Education and Development by Tammy B. Smith © 2013 Tammy B. Smith Submitted in Partial Fulfillment of the Requirements for the Degree of Doctor of Philosophy December 2013 The dissertation of Tammy B. Smith was reviewed and approved* by the following: Dr. William J. Rothwell Professor Workforce Education & Development Dissertation Advisor Chair of Committee Dr. Susan Cromwell Associate Professor Workforce Education & Development Dr. Wesley Donahue Associate Professor Workforce Education & Development Dr. Andrew Mowen Associate Professor Recreation, Park & Tourism Management Dr. Kyle Peck Director of Graduate Studies Department of Learning and Performance Systems *Signatures are on file in the Graduate School ii ABSTRACT Service quality is a known contributing factor to business success (Bhattacharya & Sankar, 2004; RADAR, 2012). Although service quality has been studied extensively, little attention has been directed toward examining the attributes of service quality and service standards that contribute to quality customer service for individuals with disabilities. In this study, disability inclusion experts and consumers with disabilities participated in a modified Delphi study to develop service standards for improving service quality for customers with disabilities. The standards established serve as a framework for enhancing current business standards in order to develop universally designed service practices for attracting, serving, and retaining customers of all abilities. The three-iteration Delphi methodology included two pilot studies. Measures of statistical and Delphic agreement were established using standards generated by this study. Each of eight hypotheses was supported and agreement was evident in both iterations two and three. The Mann-Whitney U test showed some differences between consumer and disability expert groups on the importance of some of the standards; however, differences were minimal. Kendall’s W measures indicated increased levels of agreement across iterations two and three. Krippendorff’s reliability and Cronbach’s alpha reliability supported the content analysis and reliability of questionnaires. The results of the study established 134 service standards representing ten service quality determinants. The standards were summarized according to their perceived importance resulting in three tiers: (1) essential, (2) critical, and (3) basic standards. Both a categorical and holistic summary of standards was presented. iii Additional research is warranted to discern the standards’ contribution to improved service quality for customers with disabilities. Additionally, it is suggested that the standards developed through this study be used by service business entities to discern standards gaps, as well as to develop and implement strategies for closing standard gaps in order to improve service quality and increase potential business profitability. iv TABLE OF CONTENTS LIST OF FIGURES....................................................................................................viii LIST OF TABLES........................................................................................................ix ACKNOWLEDGEMENTS..........................................................................................xi CHAPTERS I INTRODUCTION ................................................................................................... 1 Problem Statement .............................................................................................. 3 Significance of Study .......................................................................................... 6 Research Questions ............................................................................................. 7 Limitations .......................................................................................................... 8 Definition of Terms ............................................................................................ 8 Assumptions ....................................................................................................... 10 Conceptual Framework ....................................................................................... 11 II REVIEW OF RELATED LITERATURE ......................................................... 16 U.S. Economic Market Sectors ........................................................................... 16 The Service Industry ........................................................................................... 17 The Disability Market ......................................................................................... 20 Historical Perspectives of Consumers with Disabilities ..................................... 25 Disability Consumer-related Legislation ............................................................ 29 Service Industry Response to Legislation........................................................... 33 Service Quality and Service Standards ............................................................... 35 Standards Gaps ................................................................................................... 43 v Current Service Standards for Consumers with Disabilities............................44 Accessibility Standards for Customer Service ................................................. 47 Advantages/Disadvantages of Service Standards ............................................. 52 Standards Development Framework................................................................. 58 Research Approaches to Standards Development ............................................ 61 Chapter Summary ............................................................................................. 65 III METHODOLOGY ............................................................................................... 67 Three-Phase Methodology ............................................................................... 69 IV FINDINGS............................................................................................................ 92 V Participants ..........................................................................................................................93 Pilot Study One....................................................................................................................98 Iteration One......................................................................................................................103 Inter-‐coder Reliability....................................................................................................108 Pilot Study Two.................................................................................................................108 Iteration Two.....................................................................................................................113 Iteration Three..................................................................................................................122 SUMMARY, DISCUSSION, RECOMMENDATIONS....................................133 Summary..............................................................................................................................133 Discussion...........................................................................................................................156 Recommendations ..........................................................................................................160 REFERENCES....................................................................................................................................166 APPENDECIES.........................................................................................................191 vi Appendix A IRB Approval.............................................................................191 Appendix B Participant Recruitment Email....................................................192 Appendix C Pilot Study One Survey .............................................................. 193 Appendix D Development of Business Standards: Iteration One .................. 195 Appendix E Content Analysis Codebook ....................................................... 200 Appendix F Pilot Study Two Survey .............................................................. 202 Appendix G Development of Business Standards: Iteration Two ................. 204 Appendix H Development of Business Standards: Iteration Three ............... 210 Appendix I Sum of Means Scores for All Standards............................................217 Appendix J Accessibility for Ontarians with Disabilities Act..........................224 . vii LIST OF FIGURES Figure 1.1: Gaps Model of Service Quality. ................................................................ 12 Figure 1.2: Process for developing business standards in alignment with individual service quality determinants. .............................................................. 14 Figure 2.1: Population age 65 and over and age 85 and over, slected years 19002008 and projected 2010-2050 ............................................................................. 22 Figure 2.2: Determinants of service quality. ............................................................... 38 Figure 2.3: ARCHSECRET service quality dimensions. ........................................... 41 Figure 3.1: Outline of research methodology. ............................................................ 68 Figure 3.2: Triangulation of research methods. .......................................................... 69 Figure 3.3: Delphi process expert panel sampling strata. ........................................... 81 Figure 3.4: Example of item from iteration one questionnaire. .................................. 85 Figure 3.5: Example of item from iteration two questionnaire. .................................. 87 Figure 3.6: Summary of data analysis......................................................................... 91 Figure 4.1 Disability inclusion areas of expertise represented by disability inclusion experts..............................................................................................................94 Figure 4.2 Types of service industry experience represented by participants...........96 Figure 4.3 Percentage of experts and consumers by type of disability.....................97 Figure 4.4 Controversial standards-consumer group following iteration two.........119 Figure 4.5 Controversial standards-expert group following iteration two...............120 Figure 5.1 Percentage of standards by service determinant category.......................148 viii LIST OF TABLES Table 2.1: Service Qualtiy Best Practices and Checklists. .......................................... 45 Table 3.1: Participant Selection Criterion. ................................................................... 80 Table 4.1: Distribution of the Number of Iteration Raw Responses Across Service Determinant Categories................................................................................................ 104 Table 4.2: Number of Redundant Occurrences of Written Standards at Formative Reliability Check................................................................................................................105 Table 4.3: Descriptive Statistics for Experts following Iteration Two......................114 Table 4.4: Descriptive Statistics for Consumers following Iteration Two..............117 Table 4.5: Descriptive Statistics for Experts following Iteration Three...................123 Table 4.6: Descriptive Statistics for Consumers following Iteration Three...........125 Table 4.7: Mann-Whitney U Test Between Expert and Consumer Groups on Standards where Inter-group Agreement was not Achieved............................................129 Table 5.1: Service Quality Standards-Understanding/Knowing the Customer...........136 Table 5.2: Service Quality Standards-Responsiveness................................................137 Table 5.3: Service Quality Standards-Access and Tangibles..................................... 138 Table 5.4: Service Quality Standards-Reliability........................................................140 Table 5.5: Service Quality Standards-Competence and Credibility............................141 Table 5.6: Service Quality Standards-Communication...............................................142 Table 5.7: Service Quality Standards-Humaneness and Courtesy..............................144 Table 5.8: Service Quality Standards-Security...........................................................145 Table 5.9: Service Quality Standards-Enablement and Empowerment......................145 ix Table 5.10: Service Quality Standards-Equity............................................................147 Table 5.11: Holistic Representation of Service Standards..........................................149 x ACKNOWLEDGEMENTS This dissertation is dedicated to my family, friends, clients and colleagues for inspiring me to pursue this venture and who offered their support, advice, thoughts, and inspiration along the way. I thank my husband, Ralph, my best friend and love of my life, for wholeheartedly offering his hugs, intellect, humor, time and persistent belief in my abilities. I thank my children, Kevin, Bryan and Rayne, for tolerating my couch sitting, laptop pecking and half-attentive listening and, more importantly, for providing comic relief throughout the process. I also thank Kristen and Mindy and their beautiful families whose stories of raising children, calls and texts to their Dad keeping him out of my hair, and encouraging words were most appreciated. I would also like to thank my parents, who inspired my work ethic and love of learning, and who have always expressed pride in my accomplishments. To all the many professionals and individuals with disabilities who invested their time and effort to this research effort, I also offer my appreciation. Without their enthusiasm and dedication to all phases of this study, this research would not have been possible. I am grateful to Dr. William Rothwell, my academic advisor and mentor, who provided his guidance and insight throughout the research process. I also thank Drs. Andrew Mowen, Susan Cromwell and Wes Donahue who served on my committee, and Dr. David Gliddon for offering his Delphi expertise and enduring my many phone calls and emails that led to solidifying the study’s methodology and analysis. And finally, I would like to thank my good friends, Angie, Deb, Karime, Kim, Mary, Ruth Ann, Susan, and all of the Zunis who kept me laughing along the way. xi 1 Chapter 1 Introduction Over the past several decades, the United States has made significant progress in protecting the rights of individuals with disabilities. Legislation has supported this progress through the passage of the Architectural Barriers Act of 1968, Section 504 of the Rehabilitation Act of 1973, Individuals with Disabilities Education Act (IDEA), Section 508 of the Rehabilitation Act of 1973, and the Americans with Disabilities Act (ADA) of 1990 (amended in 2010; Burns & Gordon, 2009). Passage of the ADA was the most significant legislation because it offered people with disabilities the same rights and privileges as people without disabilities (Burgdorf, 1991; Feldblum, Barry, & Benfer, 2008). The ADA superseded earlier legislation by extending the rights of people with disabilities into the private sector. As a result, private businesses are now federally mandated to provide access and accommodations to individuals with disabilities in the areas of employment, transportation, communication, and public accommodations (Department of Justice, 2012). For the service industry, the impact of the ADA has been significant. No longer can consumers with disabilities be turned away based upon assumptions about ability, appearance, communication challenges, strength, and mobility, among others. Provided that the person meets the eligibility criteria established for other individuals for service provision, a business must attempt to provide reasonable accommodations to afford the individual equal opportunity to participate in and/or receive the same services as his or her non-disabled counterparts (Department of Justice, 2012). The onus for providing reasonable accommodations rests with the businesses; however, the advantages of not 2 only complying with the law, but going beyond compliance requirements are compelling (Buhalis, 2012; Franklin, 2012; Howard & Ulferts, 2007). Incentives for providing service quality to consumers with disabilities is largely grounded in the sheer size of the disability market (U.S. Census, 2010). Given that approximately 1 in 5 Americans (20%) in the U.S. is considered to have some type of disability (U.S. Census, 2010), and that the aging population will largely increase these numbers (Delloite, 2006; U.S. Census, 2010), it is paramount that businesses embrace this market and position their businesses to provide quality service in order to remain competitive in a changing marketplace. Large corporations such as PepsiCo, Microsoft, Walmart, Prudential, Verizon, AT&T, Walgreens, L.L. Bean, and others are already demonstrating such initiative. Through the development of (a) employee resource groups, (b) universally accessible web sites, (c) accessible management information systems, (d) mandated training and development on serving customers with disabilities, and (e) active engagement of human resource professionals in the employment of individuals with disabilities, these organizations are readying their businesses for a more disability-rich marketplace (USBLN Annual Conference, 2012). To illustrate the return on investment for such practices, businesses that simply modify their websites to meet Section 508 electronic accessibility requirements can expect a 2.4:1 return on investment for their efforts because their products and services will now be available to a market segment that had not had previous access (Brinck, 2005). Thus, in an era where economic uncertainty threatens business sustainability, it makes fiscal sense to maximize customer access to services, while also avoiding any potential and unnecessary litigation that may arise from service barriers (Coco, 2010; Department of Justice, 2012). The United States Standards 3 Strategy also acknowledges the need for more service related standards in their Global Imperatives for Action. More specifically, the American National Standards Institute (ANSI) states “the service industry sector has a significant and rapidly growing presence in the global economy and workforce. The United States must devote more attention to understanding the needs of the service industry sector and establishing service standards initiatives to meet those needs” (ANSI, United States Standards Strategy, 2012, p 5). Problem Statement Although the ADA mandates private businesses that offer services to the public to provide reasonable accommodations to customers with disabilities, what is reasonable is difficult to interpret. As an example, what constitutes reasonable for one business may be justifiably unreasonable for another business and vice versa. Additionally, the term reasonable is further complicated by other qualifying criterion under the law such as undue burden and undue hardship. Businesses, for example, are required to provide reasonable accommodations provided that their business does not experience undue burden or undue hardship as a result. To add to the complexity, what constitutes undue burden and undue hardship is loosely defined and also widely interpretable. Although most employees receive some ADA training during their employment, most training curricula are restricted to disability awareness and sensitivity training (Kline, 2012; Peterson & Quarstein, 2001). It is this researcher’s experience that most disability-related training programs lack information and the development of practical knowledge and skills related to how to provide quality service to customers with disabilities. The provision of service quality to customers with disabilities is often left up to employee to decide what is needed when a customer with a disability attempts to procure 4 services (Collins & Phillips, 2011). And while most employees have good intentions of providing reasonable accommodations, many employees do not meet the requirements of the law and/or the service quality expectations of their consumers with disabilities (Kaufman–Scarborough, 2001). This is often due to the employee’s lack of knowledge regarding disability, lack of training and/or can be the result of avoiding the consumer with a disability altogether (Gates & Akabas, 2011; Lennex & Diggins, 2007). Consequently, consumers with disabilities may receive lesser quality service, resulting in lower customer satisfaction and, hence, an unwillingness to return for subsequent services and business transactions (Goodrich & Ramsey, 2012). The U.S. Access Board, an independent federal agency responsible for accessibility for people with disabilities, developed the American Disabilities Act Accessibility Guidelines (ADAAG) to aid in ADA legislation interpretation. However, this document is limited to the scoping and technical requirements required for the physical elements of the business/organization such as facility and business access (Department of Justice, 2012). In other words, these guidelines do not stipulate compliance standards for service to customers with disabilities. Moreover, while the U.S. Access Board has developed primers to assist businesses with provision of reasonable accommodations to customers (Department of Justice, 2012) and a number of governmental and private organizations have developed reasonable accommodation checklists (Matausch & Miesenberger, 2010; Pham, 2011; Rothwell, 2012), this information does not always find its way into the hands of front-line employees and falls short of establishing standardized practices. Finally, most of these checklists are employment and physical accessibility-oriented and none found were based on identified research or clearly defined procedures. 5 Because there are no business standards established to market to, serve and retain a customer base of individuals with disabilities, service quality is inconsistent, unreliable, and varies in degree of quality across the service industry (Brobst, 2011; Kelleher & McAuliffe, 2012; McKleskey & Waldron, 2011). Recognizing that accommodations are specific to the individual challenges presented by the disability (Stonesifer & Kim, 2011), it is admittedly difficult to create one size fits all standards that meet the unique needs presented by each individual. Businesses can, however, adopt the principles of universal design (NCSU, 2012) and standardize approaches, processes, policies, and procedures to create business infrastructures that support the majority of individual consumers with disabilities. According to North Carolina State University’s Center for Universal Design (2012), creating universally designed products, services and environments that are usable by all people “to the greatest extent possible” without the need for specialized design or adaptation is the principle behind universal design. In Canada, such an approach to service standards for consumer with disabilities already exists and has been found to positively influence consumer service quality and experience (Burns & Gordon, 2009; Lepofsky, 2004). Therefore, the purpose of the following study was to explore and to develop standards for providing service quality to consumers with disabilities within the service industry in the United States under the principles of universal design. These standards were developed by a Delphi panel of experts with knowledge and expertise in service quality provision for consumers with disabilities. The standards were developed based on a need to close a standards gap that currently exists in this area. The outcome was the development of a broad, non-organization specific set of standards, based upon the principles of universal design that could be adopted by various organizations within the 6 service industry for improving service quality for their customer base of individuals with disabilities. Significance of the Study In 2012, the United States was recovering from a number of challenges that affected business viability. An economic recession, business closures and mergers, high unemployment rates, layoffs and outsourcing, as well as the return of war veterans with and without service-connected disabilities were offering diverse challenges to servicerelated businesses. As a result, business success was becoming increasingly dependent upon organizational learning and service innovation (Jimenez-Jimenez & Sanz-Valle, 2011), service quality and brand loyalty (Davis-Sramek, Dorge, Mentzer, & Myers, 2009), as well as creating solutions that differentiated services thereby offering businesses a competitive edge. For some businesses, the drive to create new products, add value and/or attract new target market segments was becoming paramount to business survivability. With an increased focus on the customer, as evidenced through a number of recent customer-centric publications (Al-Shammari, 2012; Lyons, Mondragon, Piller, & Poler, 2012; Tan, Chang, & Chen, 2012), greater attention to service quality for consumers with disabilities is timely. Additionally, many research studies support service quality as important for return on investment through repeat business, word-of-mouth marketing, broader market appeal, increased revenue, and competitive advantage (Schnieder, Macy, Lee, & Young, 2009). Given the current size of the disability market, and the impending impact of the aging population on market size, it is prudent for businesses to develop policies, procedures, and practices that support service quality to consumers with disabilities. By developing disability-supportive infrastructures, the service industry will be better positioned to market to, attract and retain customers with disabilities resulting in greater brand loyalty, positive word-of-mouth marketing, and higher profits. The ability to create business practices, policies and procedures that incorporate standards that inherently support consumers with disabilities improves employee disability competence and minimizes varying interpretations associated with providing reasonable accommodations. Finally, incorporating standards that support consumers with disabilities might also impact positively clientele who do not have disabling conditions. An unexpected benefit found when businesses began to comply with the ADA, for example, was higher customer satisfaction among the U.S. population as a whole (Department of Justice, 2012). This finding lends support that businesses that adopt service standards aimed to improve service quality to consumers with disabilities may also improve service quality for all people. Research Questions In order to develop service industry standards that support service quality to consumers with disabilities, the following three research questions were asked. 1. What standards are important for service industry businesses to adopt to improve service quality for consumers with disabilities, according to consumers with disabilities? 2. What standards are important for service industry businesses to adopt to improve service quality for consumers with disabilities, according to disability inclusion experts? 7 8 3. What standards are important for service industry businesses to adopt to improve service quality for consumers with disabilities, according to consumers with disabilities and disability inclusion experts combined? Limitations Due to the purposive sampling techniques used in this study, the findings of this study are limited to consumers with the types of disabilities included in this sample and may not represent service quality requirements of all consumers who have other types of disabling conditions and whose disabilities may differ in cause, length and/or severity. Also, because there was participant attrition across the study’s duration, the results may not be fully representative of the original sample. Additionally, results from this study are limited based on the responses of the professional subject matter experts that were selected, and may not represent what would be true of all disability subject matter experts in the United States. The resulting standards are also purposely broad for businesses within the service industry, thus, do not fully represent what may be true for specific types of services in isolation (e.g., tourism, hospitality, banking, transportation). Definition of Terms • Consumer: an individual who purchases goods and services (Businessdictionary.com, 2012). Within the context of this study, the terms consumer and customer are used interchangeably and share the same meaning. • Delphi: “a group consensus process which utilizes written responses as opposed to bringing individuals together” (Delbecq, et al., 1975, p. 83). • Disability: With respect to the individual, the term disability (a) a physical or mental impairment that substantially limits one or more of the major life activities of such individual; 9 (b) a record of such impairment; or (c) being regarded as having such an impairment.” (Department of Justice, 2012). Within the context of this study, disabilities include impairments that are physical, cognitive, intellectual, and/or psychosocial identified through individual self-report on the first iteration questionnaire. • Expert: An expert is a professional who has acquired knowledge and skills through study and practice over the years, in a particular field or subject, to the extent that his or her opinion may be helpful in fact finding, problem solving, or understanding of a situation (Businessdictionary.com, 2012). The specific criterion used to define subject matter experts for this study is outlined in Chapter 3 (Methods). • Service-quality: “ a measure of how well the service level that is delivered matches customer expectations. Delivering quality service means conforming to customer expectations on a consistent basis” (Booms & Bitner, 1981, p. 47). • Service Quality Determinant: Service quality determinants are those dimensions of service that, when expectations are met, assist to achieve service quality (Parasuraman, Zeithaml, & Berry, 1985). In this study, the terms determinants, attributes, and dimensions are used synonymously. • Service-industry: “An industry made up of companies that primarily earn revenue through providing intangible products and services” (businessdictionary.com, 2012). • Standard: A standard is a “recognized unit of comparison by which the correctness of others can be determined” (ANSI, 2012). • 10 Standardization: Standardization refers to “the activity of establishing and recording a limited set of solutions to actual or potential problems directed at benefits for the party or parties involved, balancing their needs and intending or expecting that these solutions will be repeatedly or continuously used during a certain period by a substantial number of parties for whom they are meant” (de Vries, 1997). • Universal Design: Universal design refers to “the design of products, services, and environments to be usable by all people, to the greatest extent possible, without the need for adaptation or specialized design” (NCSU, 2012). Assumptions The first assumption of this study is that voluntary standards are needed and desirable for the service industry. Given that voluntary standards development has shown promise for performance improvement (Knight, 1995), improvements in regulatory cost efficiency (Schloz, 2008), and internal performance evaluation processes (Wu & Zhang, 2009), it is assumed that adoption of standards for providing quality service to customers with disabilities will produce positive outcomes. The second assumption of this study is that the items in the Delphi questionnaires were phrased in a manner that were clear and understandable such that all questions were interpreted accurately. Understanding that vague or ambiguous questions could result in invalid results; hence, compromising the validity of the findings, this assumption is critical. The third assumption of this study is that the procedures and purposive selection procedures of the consumers and subject matter experts chosen for this study resulted in disability experts qualified to rate standards for service quality provision of business 11 services to customers with disabilities. Additionally, it is assumed the findings of this study represent both the combined and collective expertise of both groups. Agreement among consumers with disabilities and experts combined lends strength to findings, as the standards will represent agreement between both providers (experts) and recipients (consumers) of service. Given that the study was conducted online, it is also assumed that the participants possessed Internet and computer questionnaires proficiency such that technological barriers did not interfere with the breadth and depth of data collected. Reasonable accommodations were offered to participants if needed. During the study, two participants requested to take the offline and provide a hard copy to the researcher. The researcher then entered the information from the questionnaires verbatim into the online version. Fourth, this study assumes that standards implementation will help to close gaps in service quality. This assumption is supported by a recent study that demonstrated a correlation between service standards implementation and increased guest satisfaction (Susskind, Kacmar, & Borchgrevink, 2007). To determine the actual impact of gap closure through the adoption of standards and implementation, more research is warranted. The fifth assumption of this study is that the service quality determinants identified within the SERVQUAL (Pasasuraman, Zeithaml & Berry, 1985) and ARCHSECRET (Vaughn & Shiu, 2001) scales are representative of the all service quality determinants for providing service quality to consumers with disabilities. The final assumption of this study is that standards categories developed through the qualitative content analysis performed to design the first iteration questionnaire were comprehensive and appropriate based on current literature. Conceptual Framework 12 Infrastructure. The conceptual framework for this study is largely based upon the Gaps Model of Service Quality developed by Parasuraman, et al. (1985). The Gaps model suggests that gaps between the translation of management perceptions of customers’ expectations into service quality specifications (or standards) and service delivery can negatively impact service quality for the customer. These gaps are illustrated by gaps 2 and 3 (see Figure 1.1). By developing and adopting standards for service quality based upon service quality determinants that meet the expectations consumers with disabilities, it is proposed that the gaps between management perceptions and service quality specifications (standards) and gaps between service quality specifications and service delivery could be lessened. Figure 1.1 Gaps model of service quality (Parasuraman, et al., 1985) 13 Framework. This study utilized inductive methodology based upon naturalistic inquiry to develop business standards for improving service quality for consumers with disabilities. Although some studies reviewed utilized quantitative approaches to standards development, most studies utilized an inductive qualitative approach, followed by quantitative follow-up procedures. For this study, a triangulation approach was used to conduct a hybrid Delphi study in order to achieve a level of consensus regarding what standards would be most helpful in improving service quality for individuals with disabilities. The Delphi method was first introduced by Helmer and Dalkey (1963) in an Air Force study developed for the RAND corporation to gain defense community expert consensus regarding optimal defense strategy (Lindstone & Turoff, 1975). Through the last several decades, the approach has been systematically modified and has been utilized for a variety of purposes in a variety of disciplines, including the development of professional standards. A more detailed discussion of the Delphi approach is included in Chapter 3 (Methods). To develop the Delphi questionnaire for this study, the researcher followed guidelines offered by Gable and Wolfe (1993). The process included: (a) conducting a literature review, (b) developing a list of potential service standard categories based on a content analysis of literature, (c) performing a judgment review of the standards categories, (d) developing a pilot instrument and (e) revising the pilot instrument for final use for the first iteration within the present study. The groups of interest in this study were consumers with disabilities and disability subject matter experts. Consumers with disabilities included individuals who are defined by the ADA to have a disabling condition and have sought and/or participated in services offered by service-related business entities in the United States. Consumers with disabilities represented a diversity of disabling conditions to include: physical, cognitive, hearing, visual, intellectual, and psychological challenges. Disability Subject Matter 14 Experts (SMEs) were individuals who had in-depth knowledge in the areas of disability, access, and inclusion. Also, SMEs had direct service delivery experience regarding individuals with disabilities and were reputed in their field as disability and inclusion experts. Specific criterion for selection of individuals used in this study can be found in Chapter Three. During the study, participants were asked to develop standards that aligned with determinants for service quality derived from the works of Parasuraman (1985; 1988), and supplemented by service quality components offered by Vaughn & Shiu (2001). Vaughn & Shiu’s determinants were specific to service quality for consumers with disabilities. Thus, for each service quality determinant identified, participants were asked to generate and, later rate the importance of standards that would improve service quality as related to the service quality determinant. The process for standard generation is illustrated for three service quality determinants (see Figure 1.2), and the process was repeated for the remaining service quality determinants revealed through qualitative analysis after the first round (iteration one). Figure 1.2. Process for developing business standards in alignment with individual service quality determinants Superstructure. The data collected were used to establish business standards. The process involved an environmental scan, content analysis, and self-administered 15 questionnaires offered through three-iterations during the study. This iterative consensus building process resulted in several standards clusters organized according to their perceived importance for improving service quality to consumers with disabilities. Nonparametric, non-inferential statistical procedures were utilized to develop standards clusters and prioritize the standards in accordance with their perceived level of importance to improving service quality. 16 Chapter 2 Review of Related Literature This review of related literature begins with an introduction to the U.S. economy, the service industry, and the disability market. The sections that follow summarize literature pertaining to concepts contributing to the development of service standards for consumers with disabilities within the service industry sector. These concepts include (a) U.S. economic market sectors, (b) the service industry, (c) the disability market, (d) historical perspectives on disability, (e) consumer-related legislation and industry response, (f) the relationship between service standards and service quality, (g) current service standards for consumers with disabilities, and (h) a framework for standards development. A review of standards-related methodology is also included. The review of literature concludes with a brief summary of information learned during the review process. U. S. Economic Market Sectors The U.S. economy has been defined and categorized by many researchers, entities, and organizations across time (Goldstein, Johnston, Duffy, & Rao, 2002; Ng, Vargo & Smith, 2012; Quinn, 1992; Rathmell, 1966; Silvestro, Fitzgerald, Johnston, & Voss, 1992). Today, five market sectors are commonly accepted as representative of the contemporary U.S. economy. These sectors are identified as the primary, secondary, tertiary, quaternary, and quinary sectors. The primary, secondary, and tertiary sectors are based upon Fisher (1939) and Clark (1940) models of economics. The primary sector includes the harvesting of natural resources (e.g., mining, agriculture, logging), while the secondary sector pertains to 17 manufacturing (e.g., meat packing, furniture production). The tertiary sector involves support of both the primary and secondary sectors through service (e.g., banking, teachers, doctors). Later theorists (Foote & Hatt, 1953) believed that the Fisher-Clark model was devoid of economic contributors that had evolved over time, and so later added two additional sectors, quaternary and quinary. The quaternary sector refers to intellectual or information-based services (e.g., scientists, IT specialists), while the quinary sector refers to the highest level of private, non-profit, and government service sector management (e.g., CEOs, Executive Directors). Prior to Industrialization, much of the U.S. was involved in the primary sector of manufacturing. In post-industrialization, the service or tertiary sector has grown and continues to be the fastest growing sector accounting for over two-thirds of U.S. economic activity (Reuters, 2012). The Service Industry Within the U.S. service industry, the U.S. Standards Industry Classification (SIC) System, which was later replaced by the North American Industry Classification System (NAICS), identifies six divisions of business. These include (a) transportation, communications and utilities, (b) wholesale trade; (c) retail trade; (d) finance, insurance, and real estate; (e) public administration; and (f) services. The sixth division, services, encompasses several specific industries as listed below (U.S. Department of Labor, 2012). • Hotels, Rooming Houses, Camps and other Lodging Places • Personal Services • Business Services 18 • Automotive Repair, Services, and Parking • Miscellaneous Repair Services • Motion Pictures • Amusement and Recreation Services • Health Services • Legal Services • Educational Services • Social Services • Museums, Art Galleries, and Botanical and Zoological Gardens • Membership Organizations • Engineering, Accounting, Research, Management and Related Services • Private Households • Miscellaneous Although the service industry is represented by numerous types of services, the industry is considered largely homogeneous given that each business, regardless of type, shares a core need for customers. This homogeneous nature of service-related businesses is also evident in establishing legislative standards. For example, the Americans with Disabilities Act of 1990 specifies standards related to twelve different segments of the public/private service industry; however, the ADA has identified the combination of these 12 entities as public accommodations and has developed standards that apply to public accommodations as a whole. Similarly, the Accessibility for Ontarians with Disabilities Act, has developed service standards for 13 categories of businesses that offer goods and services within the private and public sector, also treating the 13 categories of businesses as a collective whole. Therefore, the treatment of several types 19 of service-related businesses as one industry, on which standards may be developed and appropriately applied, has precedence in both the U.S. and Canada. The argument that there is an emergent commonality among service-related businesses is also found within a study conducted by Parasuraman, Ziethmal, and Berry (1985). Following interviews with company executives from four distinct types of service-related businesses, service quality related themes emerged and each theme remained constant across each type of business. Although, there was some variance present within specific industries, commonalities across the different types of business were more prevailing. This finding, coupled with the previous approaches to developing legislative standards, lends support for developing non-service or organization specific standards that could be applied to different types of service businesses. By 2020, the service industry is expected to comprise about 80% of the U.S. economy. Health care and social assistance are predicted to gain the most jobs (5.6 million), with businesses (3.8 million) and construction (1.8 million) also growing. The industries projected to lose the most jobs are in the manufacturing and federal government sectors (U.S. Bureau of Labor Statistics, 2012). The shift from a goods to service economy (Brodie, Glynn, & Little, 2006; Lusch & Vargo, 2006) poses some challenges. Product delivery is more complex due to the intangible nature of service when compared to tangible products. Service, for example, is not easily monitored and quantified and involves numerous touch points along the delivery process pathway. However, given that so much of the U.S. economy is dependent on service delivery, efforts to deliver both a consistent and quality service brand is imperative to economic viability. The Disability Market 20 Prevalence of disability. According to the Americans with Disabilities Act, disability is defined as “a physical or mental impairment that substantially limits one or more major life activities” (Department of Justice, 2012). Disabilities under the ADA include, but are not limited to, strokes, paralysis, brain injury, psychological disorders, developmental and intellectual disabilities, and drug and alcohol addiction. According to the U.S. Census, there are approximately 49.8 million or about 20% of the current U.S. population with one or more disabilities. This means that approximately 1 in 5 people in the U.S. are considered to have some type of disabling condition (U.S. Census Bureau, 2010). While estimates vary, annual discretionary spending power by people with disabilities is estimated to be in excess of 200 billion dollars (U.S. Department of Labor, 2012), and that number is growing. When businesses think about people with disabilities, most people think of wheelchair users, people who are deaf and who use sign language, and those who are blind and read Braille. These disabilities are known as visible disabilities, as they are readily observable and noticeable by others. Individuals with visible disabilities constitute less than 29% of all people with disabilities. The largest proportion (71%) of people include individuals without any readily visible disabling condition, such as people who have cognitive, psychological, speech and hearing-related issues (Seinmetz, 2002). Also, although disability is referred to as a subcomponent of cultural diversity (Bryan, 2007; Eddey & Robbey, 2005; Henwood & Pope-Davis, 1994; U. S. Department of Labor, 2012), disability crosses all ages, socioeconomic, ethnic and geographic sectors of the U.S. population (U. S. Census Bureau, 2010). Disability, however, is different 21 when thinking about characteristics related to other minority groups. Because disability can be congenital, acquired, or temporary (e.g., broken leg), disability is a fluid and dynamic condition that is atypical of other diverse groups who are born into their ethnicity or gender and remain within that group throughout their lives (Donovan, 2012). Although greater public attention has been directed toward meeting the needs of underserved minorities, the disability population has often been overlooked or remains a secondary focus even though the magnitude of this market is unquestionable. In fact, although recent service industry efforts have largely focused on meeting the needs of the Hispanic population, the current disability market is three times the size of the Hispanic market (Donovan, 2012; U.S Census Bureau, 2010) warranting greater attention from the business community. Aging population. The growth of the aging population is also expected to have a significant impact upon the disability market, and will impact the types of services offered within the service industry, particularly in the areas of healthcare, entertainment, housing, and technological access. In 2008, the number of people over 65 years of age grew to 39 million, while the 85 and older population exceeded 5.7 million (see Figure 2.1). In 2011, baby boomers (people born between 1946 and 1964) began turning 65. In 2030, the 65 and older population is projected to be twice the size as it was in 2000, and will grow from 35 to 72 million people accounting for approximately 20% of the total U.S. populations (National Service Center for Environmental Publications, 2010). 22 Figure 2.1. Population age 65 and over and age 85 and over, selected years 1900-2008 and projected 2010-2050. Source: U.S. Census Bureau, Population Estimates and Projections (2010). After 2030, the population of 65 years and over is expected to stabilize, while the final phases of the baby boomer population enter the older person market. Those individuals over the age of 85, however, will continue to grow rapidly to 10 million by 2050 as compared to 5.7 million in 2008. Women will continue to outlive men with an increased proportion of females to males as age advances. The percentage of aging populations will vary by state, with larger proportions in Florida, Maine, Pennsylvania, and West Virginia (Federal Intra-agency Forum on Aging Statistics, 2012). The effects of aging on disability will compound the future numbers of people with disabilities in the U.S. Deloitte (2006) found that consumers over the age of 50 experience changes in vision, hearing, and mobility that will affect how they engage with products and services and, according to the U.S. Census Bureau (2010), the prevalence of disability at ages over 65 had already surpassed 51.8%. 23 At the same time, people over the age of 65 will not necessarily identify with the disability sector. Many will want to continue to live very active lives, continuing to pursue their current and, perhaps, past interests (ProMatura Group, 2007). Court, Farrell, and Forsyth (2007) predict that by 2015, the baby boomer generation will command almost 60% of the net U.S. wealth and 40% of spending. In many categories, baby boomers will represent over 50% of consumption of goods and services. Currently, baby boomers represent a population of over 77 million people between the ages of 47 and 65 (U.S. Census, 2010) who control approximately 3 trillion dollars of annual spending. Over the next 20 years, this same cohort group will inherit an estimated $14-20 trillion which will further empower older Americans to spend money on consumable goods and services (U.S. Bureau of Labor Statistics, 2012). The economic power of this population coupled with demand for accessible services may change the face of the disability sector. The prediction is that the service industry will have little choice but to become aware of disability and transition from a perception of disability as a homogeneous population to a population that is defined by a large group of individuals with different and varying levels of business interests, needs and desires (Donovan, 2012). Wounded military personnel. The number of military service personnel who have become injured during warfare also cannot be ignored. The wars in Iraq and Afghanistan, plus previous wars, have also had a profound effect on the number and scope of consumers with disabilities in the United States. As of 2008, the total number of veterans with one or more disabilities was estimated at 5.5 million. It is also estimated that the number of veterans with a service-connected disability rating is 3.4 million (U.S. Census Bureau, 2008). Of this number, it is estimated that approximately 600, 000 24 service members have a disability rating that exceeds 70%. The Veterans Administration (VA) rating schedule is based upon evaluation of the disability that resulted from disease and/or injury due to an incident during military service. VA ratings are described by a percentage with the greater percentage reflecting the greater degree of disability (U. S. Government Printing Office, 2012). Department of Defense data suggests that approximately one-fifth of all veterans with disabilities are experiencing significant challenges due to disability. Additionally, as of February 5, 2013, the combined number of Wounded Warriors resulting from Operation Iraqi Freedom (OIF), Operation Enduring Freedom (OEF), and Operation New Dawn (OND), was 50,450 people. Traumatic brain injury and post-traumatic stress disorder are the most prevailing injuries/illnesses followed by amputations, vision and hearing loss, and polytrauma (Department of Defense, 2012). The growing number of newly injured veterans reflects a large emergence of individuals who are novices to disability and are just learning to negotiate societal barriers to achieve full community and business engagement. Friends and family. When considering the disability market, it is also important to consider the impact of caregivers, family, friends, and colleagues on market potential. Conservatively, it is estimated that there is a 2 to 1 ratio of friends, family, and colleagues to every consumer with a disability. Globally, it is estimated that the family and friends segment includes 1.9 billion consumers who control more than $8.1 trillion in discretionary income annually (Donovan, 2012). Many researchers report a higher ratio of 3–5 people to 1 (Darcy & Cameron, 2008; Harris Interactive, 2005; Roy, Samson & Stafford, 2001). Given these statistics, a consumer with a disability has a strong influence over a business’s potential income. If the person can access a business and 25 bring along 2–5 of his/her friends, family, etc., the multiplier effect of the consumer with a disability can be significant. Conversely, if the person with the disability cannot access a business service, he or she will likely take his/her business elsewhere. Not only can a business lose a significant number of potential customers, those same customers can help their business’ competitors obtain business. Broader market. Products and services that are meant for the disability market often enhance quality of life for all people. For example, automatic door openers not only help a person who uses a wheelchair, but also help the mother with a stroller and the person carrying a large package. Similarly, large text is not only helpful for people who have visual problems, but is it also is helpful to children learning to read, adults with literacy issues and people who are learning English as a second language. Incorporating innovations learned from creating accessible programs and services for people with disabilities into general business practices improves overall business return on investment (ROI; Donovan, 2012). Unfortunately, however, much of the service industry is largely unaware of the economic and organizational benefits of approaching business access from such a universal perspective (Darcy, Cameron, & Pegg, 2010). Historical Perspectives of Consumers with Disabilities When examining the historical foundations of customer service for people with disabilities, we are met with a history that includes discrimination, institutionalization, advocacy, and legislation. For much of U.S. history, people with disabilities were typically perceived as different and not part of society’s mainstream. Thus, the needs of people with disabilities were largely ignored. When it came to opportunities for work, independent housing, recreation, marriage, childbearing, shopping, and the like, the needs of people with disabilities were not societally relevant. Discriminatory practices in 26 business were commonplace and, for most people with disabilities, living in institutional environments, working in sheltered workshops, and attending separate schools without regard for the person’s needs, wants, and individual potential was the norm (Johnson & East, 2011). According to Clapton and Fitzgerald (2012), our society decided what is considered the norm, and based upon that norm, decided who belonged and who were the other people. The further that others deviated from the norm, the further those individuals were cast to the side, ignored and avoided. From early to contemporary times, four philosophical and social models of disability have transcended. These include the religious model, the medical model, the social model, and the rights-based model. In addition to the four models, the author has proposed a fifth model, the Consumer Model (Smith, 2012). Each model has contributed to the evolution of the current philosophical approach to providing quality services to consumers with disabilities. A description of each of the five models follows. The religious model. The religious model was grounded in the belief that disability was a disease (Encyclopaedia Judaica, 1972; Otieno, 2009). Along with this belief, Eiesland (1994) identified three theological themes that created barriers for people with disabilities. The first was equating disability with sin, meaning the belief that disability is a punishment for wrongdoing and/or lack of faith. The second theme was that that disability is virtuous suffering, which must be endured to purify one’s soul, and finally, that disability was a case of charity. Eiesland (1994) refers to these themes as “disabling theology.” Although, this philosophy is quite antiquated, there are still small segments of our society that uphold these beliefs today. 27 The medical model. The Medical Model of Disability purports that something is wrong with the body that needs to be fixed. The focus is on abnormalities and inability to function. While scientific in nature, the medical model advanced the belief that people with disabilities had limitations and, therefore, people with disabilities could not be productive workers and positive contributors to society. People became labeled with pejorative classifications (e.g. retard, schizo, cripple), which, in turn, set these people apart from the rest of society (Brisenden, 1986). The medical model also perpetuated the notion that people with disabilities were broken in some way. The social model. Counter to the medical model of disability, which underscored the belief that people with disabilities had innate limitations, emerged the social model of disabilities that theorized that disability was created by limitations imposed from society (Oliver, 1990). Coined by Oliver, an academic with a disability in 1985, the social model of disability identifies societal and systems barriers such as negative attitudes and purposeful or inadvertent exclusion by society (Clapton & Fitzgerald, 2012) as the problem. This model shifted the limitation from the individual to the society within which the individual attempted to work and live. The rights-based model. Probably the most influential historical model affecting consumer access to business today is the rights-based model. This model claimed that individuals with disabilities have the same rights as people without disabilities (Funk, 1987). The social-political outcomes of this model are our current legislation (i.e. Americans with Disabilities Act) that mandates reasonable accommodations for people with disabilities within employment, government, and private businesses. These rights have positioned Human Resource and Organization Development (HRD/OD) professionals to assist businesses with strategically aligning themselves for employing 28 and serving people with disabilities as their customers. Such change efforts have also created a demand for guidance from HRD/OD consultants who are knowledgeable about disability law and disability, in general. Additionally, employee training and development opportunities have increased to help educate and prepare workforces for complying with legal mandates. The economic model. The economic model of disability is defined as a person’s “inability to participate in work” (National Black Disability Coalition, 2012.) Furthermore, this model proposes that disability is the “limitation of a worker’s repertoire of productive capabilities, abilities and skills” (Bickenbach, 1993, p. 12). Proponents of this model view disability as an “economic cost that must be factored into societal economic policy decisions” (Bickenbach, 1993, p. 13). Thus, the economic model can really be summarized as the cost of disability to society. Within this model, it is expected that people with disabilities are largely incapable of work, but are deserving poor people who need to be cared for by the rest of society. As a result, this model is largely used by economic policy makers who make decisions on how to distribute the burden of unemployed people across society. The challenge of the economic model is balancing the true need to provide assistance to those individuals who cannot work with the social desirability and dignity of employing those people with disabilities who are capable of working, as supported by the social model. The consumer model. Based upon the “rights-based model,” the consumer model of disability proposes that people with disabilities should have equal rights and access to products, goods, and services offered by businesses. The consumer model extends the rights-based model by proposing that businesses, not only are accommodating to people with disabilities under the requirements of legislation, but that businesses actively seek, 29 market to, welcome and fully engage people with disabilities in all aspects of business service activities. The consumer model suggests that all business operation (e.g., websites, policies and procedures, mission statements, emergency plans, programs and services) integrate access and inclusion practices. Furthermore, these access and inclusion practices should be based on established standards that embrace and support the active engagement of people of all abilities in the diversity of business offerings. The basis for a consumer-based approach to disability is grounded in the demographic shifts, disability advocacy, discretionary income, consumer studies, return on investment, service industry response and gaps in both research and service delivery efforts (Smith, 2012). While the social model of disability has been adopted by much of society, the social model purports society is much to blame for barriers to customer service to people with disabilities. The underlying message is that that correction or remediation of these societal barriers will result in greater access and inclusion. Resulting from the social model, legislation has been established in an effort to remove societal barriers, but access and inclusion of people with disabilities has been narrowly translated by most businesses meeting minimum standards. The implications are that most businesses view legislation as a have to rather than a want to and, thus, many businesses are not proactively seeking methods for attracting and including the disability market in business programs and services (Smith, 2012). Disability Consumer-Related Legislation Standards that provide access to education, employment, business, and services are the result of government legislation. Due to the efforts of disability advocates and shifts in disability models, several pieces of federal legislation were enacted that outline standards affording greater consumer access for people with disabilities. Pertinent 30 legislation includes the Architectural Barriers Act of 1968, Section 504 of the Rehabilitation Act of 1973, Individuals with Disabilities Education Act (IDEA), Section 508 of the Rehabilitation Act of 1973, and the Americans with Disabilities Act (ADA) of 1990 (amended in 2010). A brief description of each piece of legislation follows. Architectural Barriers Act of 1968 (ABA). The ABA was created to offer physical access to federally funded buildings and facilities. “The ABA requires access to facilities designed, built, altered, or leased with Federal funds. Passed by Congress in 1968, it marks one of the first efforts to ensure access to the built environment. The U.S. Access Board develops and maintains accessibility guidelines under this law. These guidelines serve as the basis for the standards used to enforce the law. Four Federal agencies are responsible for these standards: the Department of Defense, the Department of Housing and Urban Development, the General Services Administration, and the U.S. Postal Service” (U.S. Access Board, 2012). Section 504: Rehabilitation Act of 1973. Section 504 extended the requirements of the ABA by requiring access to programs offered by federally funded organizations. More specifically, Section 504 provides that “no qualified individual with a disability should, only by reason of his or her disability, be excluded from the participation in, be denied the benefits of, or be subjected to discrimination under any program or activity receiving Federal financial assistance. Under this law, individuals with disabilities are defined as “persons with a physical or mental impairment, which substantially limits one or more major life activities” (U.S. Department of Health and Human Services, 2012). People who have a history of, or who are regarded as having a physical or mental impairment that substantially limits one or more major life activities, are also covered. Major life activities include caring for one's self, walking, seeing, hearing, speaking, 31 breathing, working, performing manual tasks, and learning. Some examples of impairments which may substantially limit major life activities, even with the help of medication or aids/devices, are: AIDS, alcoholism, blindness or visual impairment, cancer, deafness or hearing impairment, diabetes, drug addiction, heart disease, and mental illness” (U.S. Department of Health and Human Services, 2012). Individuals with Disabilities Education Act (IDEA). In 1975, PL-94-142; the Education for All Handicapped Children’s Act, was developed to ensure “access to an appropriate, free public education for all children, regardless of disability (U.S. Department of Education, 2012).” PL-94-142 was the first legislation that was enacted that offered children equal access to education. In 1997, the law was amended and became the Individuals with Disabilities Education Act (IDEA). IDEA is a United States federal law that governs how states and public agencies provide early intervention, special education, and related services to children with disabilities. The law provides that students with disabilities seeking educational services are provided an individualized evaluation, an Individualized Education Plan (IEP), trained teachers, and a free and appropriate education in the least restrictive environment. IDEA also provides for an annual review and works to protects the rights of both children and parents. IDEA is a proactive law as it requires the identification, location, and evaluation of all children with disabilities, not just children whose parents seek services (U.S. Department of Education, 2012). Section 508: Rehabilitation Act of 1973 (amended 1998). The Rehabilitation Act of 1973 was amended to “require federal agencies to make their electronic and information technology (EIT) accessible to people with disabilities (Section 508.gov, 2012).” The act was established to minimize information barriers, to offer new 32 opportunities to people with disabilities and to encourage new assistive technology development. Under the law, federal agencies must provide accessible technology (e.g., web sites) to their employees and to the public. Although Section 508 does not mandate that private businesses comply, the act serves as a model for businesses that wish to establish accessible technology infrastructures (Section 508.gov, 2012). Americans with Disabilities Act of 1990 (amended 2010). In 1990, the Americans with Disabilities Act (ADA) was enacted to protect the rights of people with disabilities within both the public and private sectors (Department of Justice, 2012). The Americans with Disabilities Act was the first legislation that protected the rights of people with disabilities within privately funded businesses and organizations and is probably considered the first comprehensive civil rights act for people with disabilities. The ADA includes five titles that address an individual’s protection within the areas of employment, transportation, public accommodations, and communication. Title III provides for programmatic access for any individual with a disability, as defined by the ADA, provided that the person with the disability meets the essential eligibility requirements for participation. In essence, Title III requires that businesses attempt to provide reasonable accommodations to consumers with disabilities in order that people with disabilities may fully engage in business programs and services. This means that both public and private businesses need to provide physical access to programs and services, but also must provide programmatic access to an eligible customer, provided that doing so will not cause the business undue hardship as defined by the ADA (U. S. Department of Justice, 2012). Service Industry Response to Legislation 33 The service industry’s response to legislation and compliance standards is mixed. While many businesses have made significant changes to their buildings, facilities and employment practices, a lot of businesses have avoided compliance completely (Greenberg, 2012; Mishra, 1995). Numerous businesses have found themselves involved in unnecessary litigation due to consumer complaints. Some businesses have settled with plaintiffs out of court and have endured relatively small financial consequences, while other businesses have paid large sums in sanctions due to legislative non-compliance (U.S. Equal Employment Opportunity Commission, 2011). The largest ADA settlement to date involved Verizon, Inc. in 2011. This case involved Verizon’s failure to provide reasonable accommodations for employees with disabilities who missed work due to disability-related reasons. Missed work resulted in chargeable absences that ended in employee termination. Verizon was made to pay a total $20 million dollars in restitution because they did not offer the employees with disabilities reasonable accommodations under the ADA (U.S. Equal Employment Opportunity Commission, 2011). Similarly, Sears Roebuck and Company was subjected to a $6.2 million fine in 2009 for terminating employees who became disabled due to injuries sustained at work and then were unable to return to their former employment position. Under the ADA, reasonable accommodations were required since the employee now was presented with a disability (Olsen, 2009). Even with large settlements, many businesses continue to ignore requirements, viewing compliance as expensive. In addition, some employers end up resenting people with disabilities (Mishra, 1995) for causing the need for business changes. 34 Those businesses that have taken steps to comply with the American’s with Disabilities Act have largely focused on making their buildings and surrounding physical environments accessible by widening doors, installing ramps, and providing electronic door openers (Stothers, 2000). Although such changes facilitate wheelchair access, most people with disabilities do not use wheelchairs. In fact, only 1.5% of people with disabilities use wheelchairs, while approximately 4.8% use a cane, walker, or crutches to assist with mobility (U.S. Census Bureau, 2012). This means that the largest majority of people with disabilities may require different types of accommodations. “Access is more than getting in the door” (Smith, 2010) and, although access to business services is improving, there remains a void in businesses’ ability to provide for users that require service accommodations beyond architectural. Programmatic requirements for compliance under Title III have taken a backseat to architectural changes because many professionals still view the ADA as a building code (Stein, 2009), rather than a civil rights law. Although physical access to buildings has improved and offered some people with disabilities access to businesses that could not be accessed previously, the access and usability of business programs and services is still lacking. As a result, many customers with disabilities are unable to receive quality customer service from service-related businesses. In an analysis of ADA Settlement Agreements and court documents, (U.S. Department of Justice, 2012), the largest number of cases that have been litigated are due to service-related issues. This does not take into account the many cases still pending. The threat of litigation faced by businesses is underscored by the lack of research dedicated to what constitutes providing quality services to people with disabilities (Lloyd, Kameenui, & Chard, 1997). Service Quality and Service Standards 35 Service quality. According to Booms and Bitner (1981), service quality is the “measure of how well the service level that is delivered matches customer expectations. Delivering quality service means conforming to customer expectations on a consistent basis” (p. 47). Grönroos (1988) posited that there are two types of service quality: (a) technical quality and (b) functional quality. Technical quality relates to what the customer actually receives from the provided service, while functional quality refers to the manner of service delivery. Service quality has also been defined as an interaction between the customer and various elements of the service organization. These elements are typically influenced by the physical aspects of the service environment, corporate image, and interactions between the consumer and organization personnel (Lehtinen & Lehtinen, 1991). Numerous researchers (Brown, Churchill, & Peter, 1993; Cronin & Taylor, 1992; Gorla, Somers, & Wong, 2010; Jemmasi, Strong, & Taylor, 2011; Klaus & Maklan, 2012; Ladhari, Pons, Bresolles, & Zins, 2011; Parasuraman, Zeithaml, & Berry, 1985) have undertaken the task to measure service quality within the context of a service experience. SERVPREF, for example, is a measurement tool developed by Cronin and Taylor (1992) that measures service quality from an attitudinal perspective. SERVPREF focuses on the customer’s perception of the performance and the quality of service provision. Klaus and Maklan (2012) developed EXQ to measure the customer’s service experience. More specifically, EXQ measures customer perceptions of service quality from the perspectives of product experience, outcome focus, moments-of-truth and peace-of mind. 36 Tools have also been developed to measure service quality with respect to web sites (Yang, Cai, Zhou, & Zhou, 2005), cultural influences (Tsaur, Lin, & Wu, 2005), servicescapes (Wakefield & Blodgett, 1996), authenticity in service encounters (Grandey, Fisk, Mattila, Jansen, & Sideman, 2005), customer emotions (Mattila & Enz, 2002), interpersonal influence (Crosby, Evans, & Cowles, 1990), and gender and affective tone. The most prevalent and widely applied service quality measurement tool that emerged from the literature, however, is SERVQUAL. Developed by Parasuraman, Berry & Zeithaml (1988), SERVQUAL is based upon a Gaps Model of Service Quality (Parasuraman, Zeithaml, & Berry, 1985) and measures the disconfirmation between customer expectations and customer perceptions of service quality. Although not without criticism, SERVQUAL has been used across many public, private, non-profit, and voluntary service sectors. Prior to the development of SERVQUAL, Parasuraman, Zeithaml, & Berry (1985) conducted an exploratory study to examine the service quality concept. Focus group interviews with executives of four major service industry firms and consumers were performed to determine (a) executive perceptions of the key attributes of service quality and associated problems, (b) consumer perceptions of the key attributes of service quality, (c) differences in perceptions between consumers and service marketers, and (d) whether a model could be developed that embodied consumers perceptions of service quality that represented both consumer and marketer perceptions. Following 14 interviews with executives and 12 focus group interviews with consumers, qualitative analysis revealed salience across the executive interviews and across the consumer focus groups, regardless of type of service business. Results of the study revealed five gaps in service that affected service quality. These included gaps between (a) consumer 37 expectations and management’s perceptions of those expectations, (b) management’s perceptions of expectations and the service firms service quality specifications, (c) service quality specifications and service delivery, (d) actual service delivery and service communications. The fifth and final gap was between consumers perception of quality and consumer expectations and was posited as a function of the first four gaps combined. Consumer focus groups also revealed that, regardless of type of service, there were similar criteria on which service quality can be based. These criterion fell into 10 categories which were labeled service quality determinants (see Figure 2.2). Figure 2.2. Determinants of service quality (Parusuraman, Zeithmal, & Berry, 1985). 38 39 Service Quality and Consumers with Disabilities. Even though service quality measurement tools have been applied to a number of service industry settings, most studies do not include customers with disabilities as a demographic focus. For example, a recent large scale study by a well-known customer experience research and consulting firm that measured and ranked large corporate and Fortune 500 companies according to their customer experience performance measured many customer-specific demographic variables; however, no information was collected with respect to customers with disabilities (Temkin Group, 2012) This lack of inclusion of consumers with disabilities in past studies has prompted some primary research in this area, although the research is still significantly limited. The only service quality measurement tool specifically designed to measure service quality of consumers with disabilities was developed by Vaughn and Shiu (2001) and is called ARCHSECRET. Initially designed to measure service quality perceptions of customers with disabilities in the public service sector, ARCHSECRET may have promise for applications within other sectors, as well. To develop ARCHSECRET, the researchers first conducted a qualitative research study in order to first determine the dimensions of service quality that were perceived as important to consumers with disabilities, as well as their parents and caregivers. Through seven structured focus group interviews and a subsequent content analysis of the interview transcripts, Vaughn and Shiu identified 40 service quality attributes that were then compared with the service quality determinants established in SERVQUAL. It was learned that 21 of the 40 attributes were closely aligned with the original 10 service quality determinants identified through the development of SERVQUAL; however, 19 dimensions were considered unique and were categorized into six service quality 40 variables important to consumers with disabilities that were not included in SERVQUAL, suggesting that consumers with disabilities may have different expectations regarding what constitutes a quality service experience. These six additional dimensions included (a) humaneness, (b) level of service provision, (c) exchange bargaining, (d) enabling and empowerment, (e) access, and (f) equity. The second part of the study was to conduct a quantitative confirmatory analysis of all 40 service quality attributes and to uncover any underlying dimensions. Through a small scale survey, component analysis, correlational analysis, and a final qualitative analysis, Vaughn and Shiu reduced the original 40 service quality dimensions or attributes to ten hypothesized dimensions affecting service quality for individuals with disabilities within the voluntary service sector. The final ten dimensions were then operationally defined (see Figure 2.3). 41 ARCHSECRET DIMENSIONS OF SERVICE QUALITY ACCESS 1. The organization is willing to negotiate the terms and conditions of the client’s right to services. 2. The organization ensures accessibility to physical facilities, personnel, equipment, communication materials and the service. 3. The organization makes available information, advice and support on potential funding sources to the clients. RESPONSIVENESS 1. Staff at the organization provide prompt and timely service to clients. 2. The organization constructively handles client complaints. 3. The organization is willing to defend the fight for individual client needs. COMMUNICATION 1. Staff at the organization are polite and courteous with clients. 2. Staff at the organization are willing to listen to individual clients’ point of view. 3. Staff at the organization communicate in a language that is understood by clients. 4. The organization provides complete and accurate information to clients in good time. HUMANENESS 1. Staff at the organization reassure clients in terms of their personal anxieties, concerns and problems. 2. Staff at the organization are sympathetic and considerate towards individual client needs. Staff at the organization respect client confidences and feelings. 3. Staff at the organization respect client privacy. SECURITY 1. Clients of the organization feel safe under the care of the staff 2. The organization maintains accurate and secure client records. ENABLING/EMPOWERMENT 1. The organization creates an environment to enable individual clients to take responsibility for their personal development. 2. The organization provides opportunities and support for clients to attain their personal goals. COMPETENCE 1. The organization is able to deliver the level of service required by clients, with clearly stated terms and conditions. 2. The organization has the requirement number of staff who have the ability to do the job. 3. The organization is able to deliver the full range of series to meet the changing needs of individual clients. RELIABILITY 1. Staff at the organization deliver the appropriate service as promised. 2. The organization provides a dependable service which does not vary over time. 3. The behavior of staff at the organization makes you fell that you can trust them and have confidence in them. EQUITY 1. The organization delivers an equitable service across individual clients as well as groups of clients. TANGIBLES 1. The organization has a full range of up-‐to-‐date physical facilities and equipment. Figure 2.3. ARCHSECRET service quality dimensions (Vaughn & Shiu, 2001) 42 Service quality’s relationship to service standards. The relationship between service quality and service standards is also evident. The two main models of service quality are the Service Quality Model proposed by Grönroos (1993) and the GAP Model proposed by Parsuramnan, Zeithaml, and Berry (1985). The Service Quality Model posits that customer expectations depends upon five determinants (a) market communication, (b) image, (c) word of mouth, (d) customer needs, and (e) customer learning. Grönroos (1993) contended that the customer experience depends on technical quality (the experience outcome) and functional quality (the experience process), as perceived through the image (the person). The service quality model examines perception gaps based upon customers’ expectations and experiences. Conversely, the GAP Model suggests that service quality is influenced by wordof-mouth, personal needs, past experience and external communication to the consumer. The GAP model originally proposed that service quality depended upon 10 determinants Parasuraman et al. (1985), but was later reduced to five determinants to include (a) tangibles, (b) reliability, (c) responsiveness, (d) assurance, and (e) empathy. Grönroos (1988) later proposed a sixth determinant to the GAPS model called recovery. Recovery is based on the belief that poor services can be compensated by good services. The GAP model is a disconfirmation model that looks for gaps between customer expectations and customer’s perceived experience. Developers of the gap model posit that there are five potential gaps to service that result in poor perceptions of service quality. These include (1) a marketing information gap, (2) a standards gap, (3) service performance gap, (4) communication gap and (5) a customer satisfaction gap, that is 43 dependent on the first four gaps. For purposes of this study, the standards gap is further explored. Standards Gaps According to Parasuraman et al. (1985), a standards gap occurs when a business management’s perceptions of customer expectations are based upon the wrong service quality standards. Parasuraman, et al. believe that wrong quality standards can occur for many reasons. Such reasons may include (a) the business management’s lack of commitment to service quality, (b) a perception that standards are not feasible, (c) lack of task standardization and/or, (d) no goal setting. It is also suggested that management’s lack of awareness can contribute to lack of commitment to develop standards at all. Unfortunately, many businesses have yet to embrace the disability market for economic advantage. In the only study found that has attempted to measure return on investment for implementing disability-accommodating business practices, 254 S&P 500 companies were surveyed on 19 publically observable data points created to measure return on disability (ROD) investment. Of the 254 companies surveyed, only 26% mentioned anything related to disability-related business. More striking is that only 8% of the companies had an observable display of interest in the area of disability, based upon 19 observable practices, that supported their strategic intent to engage the disability market (Donovan, 2012). Flores (2006) provided further insight. A survey of thirty-six lodging managers in North America resulted in 96% of the respondents indicating that their organizations offered services for guests with disabilities. While this number seems high, 94% of the managers responded that they did not keep a record of visits from guests with disabilities. The lodging managers also expressed an unawareness of the needs of their guests with disabilities and, thus, did not know what to do to provide accommodations. 44 A study of hospitality managers toward accommodating customers with disabilities also revealed a lack of business awareness. Although 100% of the managers surveyed in the study reported that the investment of improved facilities for travelers with disabilities would be compensated by an increase in travelers, only 20% of the managers were planning to make improvements during the following year (Open Doors Organization, 2002). Such data suggests that a general “unawareness” and/or lack of knowledge by service industry leadership may be a contributing factor to the standards gap. Donovan (2012) stated that business has yet to identify disability as an emerging market. Service to consumers with disabilities is typically the result of legal advice via risk management efforts to avoid litigation. According to Darcy, Cameron, and Pegg, (2010), seldom do businesses make a substantial connection between standards related to providing access and other corporate performance indicators that improve business performance. The standards gap may also be due to a lack of service standards as part of national and international leadership in standards development. Existing standards panels and committees of both the American National Standards Institute (ANSI) and The International Organization for Standardization (ISO) include many non-service related and tangible domains such as nanotechnology, healthcare information technology, identity theft protection, and electric vehicles (ANSI, 2012; ISO, 2012). Currently, no standards panels were found dedicated to the service industry. Current Service Standards for Consumers with Disabilities External to the legislative standards described earlier, a content analysis of 45 existing standards for accessible customer service performed by the researcher revealed that sixteen entities that have created voluntary standards, “best practices,” or checklists that support accessible and inclusive business practices. Content analysis results are summarized in Table 2.1. Table 2.1 Service Quality Best Practices and Checklists Emphasis Responsible Organization Date Developed Technical aids for persons with disability -Environmental control systems for daily living The International Organization for Standardization 2006 Assistive products for persons with disability -Classification and terminology The International Organization for Standardization 2006 International Development Programs Checklist for Inclusion: Including People with Disabilities in International Development Programs Mobility International USA sponsored by USAID Unknown Employment Business Strategies that Work: A Framework for Disability Inclusion Department of Labor and Office of Disability Employment Policy 2011 Employment Workplace Disability Inclusion Assessment Tool U.S. Chamber of Commerce and U.S. Business Leadership Network Unknown Employment, Transportation, Public Accommodations, Communications Federal Buildings/Facilities Americans with Disabilities Act Accessibility Guidelines U.S. Government 1990 (Amended 2010) Architectural Barriers Act of 1968 U.S. Government 1968 Federal Buildings, Facilities, Programs Web Accessibility Sec. 504: Rehabilitation Act of 1973 U.S. Government 1973 HTML Writer's Guild Accessibility Standards HTML Writer's Guild 1999 Technical Aids Assistive Products Product 46 Electronic and Information Technology for Federal Agencies Employment and Rehabilitation Residential Services Sec. 508: Rehabilitation Act U.S. Government 1998 Disability Service Standards National Quality Standards: Residential Services for People with Disabilities Australian Government 2007 Health Information and Quality Authority-Ireland 2007 Customer Service in Business Customer Service Standard for the Accessibility for Ontarians with Disabilities Act Ontario, Canada 2007 Employment and Customer Service One-Stop Centers: Service Accessibility Checklist National Center on Workforce and Disability 2012 Employment Customer Service Achieving Quality Services: A Checklist for Evaluating Your Agency Institute for Community Inclusion 2002 Higher Education AHEAD Program Standards Association on Higher Education and Disability 2001 Of those sixteen entities, only one entity, the Ontario Government, has developed standards for customer service for people with disabilities within the service industry. These service standards are in response to the 2005 Accessibility for Ontarians with Disabilities Act (AODA; Ontario Ministry of Community and Social Services, 2012); and outline specific business requirements that promote customer service to consumers with disabilities. This approach to service delivery is different from the ADA. The ADA mandates that businesses provide reasonable accommodations to their consumers with disabilities, but what constitutes reasonable is broadly defined and often left to the service employee to interpret. Although the ADA and definition of reasonable accommodation is well intended, this broad approach can lead to consumer complaints and/or litigation. 47 Currently, there are no agreed upon standards in the U.S. regarding customer service to people with disabilities within the service sector. The Ontarian standards serve as the best example of the type of standards that are lacking and, although the Canadian standards may be perfectly appropriate within the U.S. culture, this is not known at this time. By developing standards for the U.S., and comparing and contrasting with those standards already developed in Canada, a better understanding of similarities and differences can be gleaned. Accessibility Standards for Customer Service, Ontario Regulation 429/07 Since the 1980s, several laws and requirements existed that addressed accessibility in Canada. As a result, and similar to the U.S. and the ADA, many businesses have made progress toward creating more accessible business environments. Unfortunately, the existing legislation still left many people with disabilities with difficulties when attempting to access businesses programs and services. Thus, in response to a large advocacy group of consumers with disabilities, the AODA was established in 2005. The purpose of this act was two-fold: (a) “develop, implement and enforce accessibility standards in order to achieve accessibility for Ontarians with disabilities with respect to goods, services, facilities, accommodation, employment, buildings, structures and premises on or before January 1, 2025; and (b) provide for the involvement of persons with disabilities, of the Government of Ontario and of representatives of industries and of various sectors of the economy in the development of the accessibility standards” (Ministry of Community and Social Services, 2007). 48 The Customer Service Standard developed by the Ontario Ministry of Community and Social Services (2012) is the first standard that was established under the AODA and encompasses many aspects of accessible customer service within the service industry sector that bolster businesses so that they are more accessible and inclusive to consumers with disabling conditions. The Customer Service Standard includes the following: Definition of disability. The AODA includes disabilities of different severity, visible and non-visible disabilities and effects of disability that differ across time. Within the AODA, “disability” means (a) any degree of physical disability, infirmity, malformation or disfigurement that is caused by bodily injury, birth defect or illness and, without limiting the generality of the foregoing, includes diabetes mellitus, epilepsy, a brain injury, any degree of paralysis, amputation, lack of physical co-ordination, blindness or visual impediment, deafness or hearing impediment, muteness or speech impediment, or physical reliance on a guide dog or other animal or on a wheelchair or other remedial appliance or device, • (b) a condition of mental impairment or a developmental disability, • (c) a learning disability, or a dysfunction in one or more of the processes involved in understanding or using symbols or spoken language, • (d) a mental disorder, or • (e) an injury or disability for which benefits were claimed or received under the insurance plan established under the Workplace Safety and Insurance Act, 1997; (Ontario Ministry of Community and Social Services, 2012).” Disability in Canada is considered a private and personal issue and must be treated with confidentiality. In most cases, it is not necessary for service providers to ask 49 a person if he or she has a disability and/or the nature of that disability. It is hoped that by providing more standardized customer service that the needs of most people with disabilities will be met through a more standardized process. Standards, however, do not prevent businesses from doing more. Adding to the standards increases businesses provision of service quality to consumers with disabilities, and enables organizations to customize their service standards to the specific service offerings and/or the contexts within which the business operates. Standards. There are eleven requirements of all service providers covered by the standard. A summary of the standards require businesses to: 1. Establish policies, practices, and procedures on providing goods or services to people with disabilities. 2. Set a policy on allowing people to use their own personal assistive devices to access your goods and use your services and about any other measures your organization offers (assistive devices, services, or methods) to enable them to access your goods and use your services. 3. Use reasonable efforts to ensure that your policies, practices, and procedures are consistent with the core principles of independence, dignity, integration and equality of opportunity. 4. Communicate with a person with a disability in a manner that takes into account his or her disability. 5. Train staff, volunteers, contractors and any other people who interact with the public or other third parties on your behalf on a number of topics as outlined in the customer service standard. 50 6. Train staff, volunteers, contractors and any other people who are involved in developing your policies, practices and procedures on the provision of goods or services on a number of topics as outlined in the customer service standard. 7. Allow people with disabilities to be accompanied by their guide dog or service animal in those areas of the premises you own or operate that are open to the public, unless the animal is excluded by another law. If a service animal is excluded by law, use other measures to provide services to the person with a disability. 8. Permit people with disabilities who use a support person to bring that person with them while accessing goods or services in premises open to the public or third parties. 9. Where admission fees are charged, provide notice ahead of time on what admission, if any, would be charged for a support person of a person with a disability. 10. Provide notice when facilities or services that people with disabilities rely on to access or use your goods or services are temporarily disrupted. 11. Establish a process for people to provide feedback on how you provide goods or services to people with disabilities and how you will respond to any feedback and take action on any complaints. Make the information about your feedback process readily available to the public (Ontario Ministry of Community and Social Services, 2012). In addition to the above requirements, service providers with 20 or more employees and all public sector businesses must also comply with the following three requirements. 51 1. Document in writing all policies, practices and procedures for providing accessible customer service and meet other document requirements set out in the standard. 2. Notify customers that documents required under the customer service standard are available upon request. 3. When giving documents required under the customer service standard to a person with a disability, provide the information in a format that takes into account the person’s disability (Ontario Ministry of Community and Social Services, 2012). Compliance parameters. “This Regulation establishes accessibility standards for customer service and it applies to every designated public sector organization and to every other person or organization that provides goods or services to members of the public or other third parties and that has at least one employee in Ontario” (Ontario Ministry of Community and Social Services, 2012). Essentially, the standards apply to all public and private organizations that provide goods and services to the public. Examples of such providers include, but are not limited to: • Stores, restaurants, hotels, bars, and hair salons; • Garages, service stations, home renovators, architects, and builders • Hospitals and health services • Schools, universities, and colleges • Organizations that operate public places and amenities, such as recreation centres, public washrooms, malls, and parks • Municipal and provincial governments and the programs and facilities that they run, including social assistance services, public meetings, public transit, libraries, and employment centres 52 • Provincially regulated utilities • Travel agencies, tour operators, amusement parks, farmers’ markets, and travelling fairs • Police, ambulance, fire, and court services • Manufacturers and wholesalers • Professionals, such as doctors, dentists, chiropractors, physiotherapists, lawyers, and accountants, whether services are offered to individuals or to businesses • Consultants, programmers, engineers, and event planners • Charities and non-profit organizations • Theatres, stadiums, and conference centres • Places of worship, such as churches, synagogues, mosques, and temples; and • Unions and professional associations (Ontario Ministry of Community and Social Services, 2012). Advantages and Disadvantages of Standards Development for the Service Industry There are advantages and disadvantages associated with the development and compliance of established standards. A discussion of advantages and disadvantages follows. Advantages of service standards. There are many advantages to businesses that choose to develop and adhere to standards. These advantages relate to (a) service quality, (b) purchasing behavior, (c) customer loyalty, (d) business innovation and economics, (e) tax savings, and (f) competitive advantage. Service quality, purchasing behavior, and loyalty. Blind (2003) surveyed 364 service companies in Europe representing small (less than 50 employees), medium (50 to 250 employees) and large (greater than 250 employees) businesses. Businesses 53 represented 15 European member states, with some overrepresentation from Germany and underrepresentation from southern European countries. Businesses included mostly business-related services (34%), followed by educational and social services (22%), manufacturing services (13%), financial (13%), wholesale and retail (9%), and transportation and communication (7%) respectively. Results of the study found that standards were of highest importance to highly innovative companies in the area of quality management. It was also determined that the relationship with the customer and service quality were most important to these companies and that formal standards had a very positive effect on service quality. Standards can also positively contribute to purchasing behavior. In a survey conducted by Royal Association for Disability and Rehabilitation (RADAR, 2012), a national network of disability organizations and people with disabilities, it was found that most people with disabilities have had to walk away from businesses in the past year due to lack of business access or poor customer service. Through a survey of 373 people representing 976 impairments, including 170 wheelchair users, 66% of survey respondents indicated that they choose to make purchases where they have received good service quality related to their disability and 58% indicated that the manner in which they are treated also affects the purchasing behavior of their families and friends (RADAR, 2012). Similarly, Bhattacharya and Sankar (2004) also found positive relationships between standards for socially responsibility corporate behavior and consumers’ willingness to patronize businesses. Blind (2003) added that standards offer transparency and quality that bolsters the confidence of consumers. Confidence is particularly important given the immateriality of service provision. 54 Business innovation and economics. A recent effort to measure return on disability (ROD), which is similar to return on investment, demonstrates that investment in the disability market adds economic value (Donovan, 2012). Large companies that have embraced disability as a viable market opportunity include such enterprises as Disney, PepsiCo, Bank of America/Merrill Lynch, Wellpoint, SCX Corporation, and Apple, Inc. (Donavan, 2012). The United States Business Leadership Network also highlights companies that support consumers and employees with disabilities that include Ernst & Young, IBM, Procter & Gamble, Merck & Co., Sodexo, KPMG, and AT&T (United States Business Leadership Network, 2012). In June 2005, the Department of Trades and Industry (DTI) in Great Britain found that the standards contributed approximately $4.4 billion to the UK economy annually and were responsible for a 13% growth in labor productivity. It was concluded that standards were the key drivers of innovation, foundations for growth and promotion of market access (Temple et al., 2005). These findings were consistent with Blind’s (2003) findings that innovative companies were also more likely to find standardization of high importance to their success. A similar study, completed in 2006 by the German Institute for Standardization (DIN) and the German Federal Ministry of Economic Affairs and Technology, surveyed 707 companies in Germany, Austria, and Switzerland. The findings of this study demonstrated that standards benefited the national economy in excess of $15 billion dollars annually. The study also found that standards contributed more to economic growth than licenses and patents. It was suggested that companies that are involved in standards related work have a competitive advantage over competitors regarding an ability to adapt to market demands and technological changes. Also, it was found that 55 development costs and research risks were minimized for those companies involved in standards development. The most surprising finding was that corporate decision-makers were largely unaware of the organizational value of standards and standards development (DIN, 2006). Darcy, Cameron, and Pegg (2010) explored the triple bottom line (TBL) in a qualitative study that examined the financial incentives of accessible tourism. Using a review of management information processes, key informant interviews and business operations, data were collected and analyzed. The study revealed that occupancy levels of accessible facilities increased 18% across the study’s seven-year period suggesting that there was a market for accessible provisions and that the size of the market is multiplied by the number of people that the person with the disability brings to the business. The multiplier effect was discussed earlier under the Broader Market section of this review. Tax savings. In addition to potential ROI from implementing accessible business and program standard practices, the U.S. federal government also offers federal tax incentives to promote the accessibility of businesses. Three of the most significant tax incentives follow: Small business tax credit (Internal Revenue Code Section 44: Disabled Access Credit). Small businesses with either $1,000,000 or less in revenue or 30 or fewer full-time employees may take a tax credit of up to $5,000 annually for the cost of providing reasonable accommodations such as sign language interpreters, readers, materials in alternative format (such as Braille or large print), the purchase of adaptive equipment, the modification of existing equipment, or the removal of architectural barriers. Work opportunity tax credit (Internal Revenue Code Section 51. Employers who hire certain targeted low-income groups, including individuals referred from vocational rehabilitation agencies and individuals receiving Supplemental Security Income (SSI) may be eligible for an annual tax credit of up to $2,400 for each qualifying employee who works at least 400 hours during the tax year. Additionally, a maximum credit of $1,200 may be available for each qualifying summer youth employee. 56 Architectural/Transportation tax deduction (Internal Revenue Code Section 190 Barrier Removal). This annual deduction of up to $15,000 is available to businesses of any size for the costs of removing barriers for people with disabilities, including the following: providing accessible parking spaces, ramps, and curb cuts; providing wheelchair-accessible telephones, water fountains, and restrooms; making walkways at least 48 inches wide; and making entrances accessible (U.S. Equal Opportunity Commission, 2012). Competitive advantage. Businesses that can influence the content of standards have a competitive advantage. They have an edge over companies that do not participate in the process by offering insider knowledge. A survey conducted by the German Institute on Standardization (DIN; 2006) found that more than 50% of the companies surveyed had a great influence over the standards developed. Forty-eight percent were able to get desired standards included, while 46% were able to prevent undesired standards from inclusion. Standards can also lead to lower transaction costs, positively affect supplier/client relationships, and promote strategic alliances that help to reduce costs and increase profits. Beiger and Rinklin (2001) suggested that standards also increase a company’s power to negotiate business by proposing that other network partners comply with developed standards. According to Hamel and Prahald (1996), businesses that seek organizational competence in areas of future importance have a competitive advantage. They further contended that competition for the future also involves the establishment of standards that support the interrelationships of products and services across providers. Given that the disability market alone holds $220 billion dollars of discretionary spending power (U.S. Census Bureau, 2012), and that this population is growing with the addition of millions of baby boomers, developing market-drive customer service standards makes sense. Tuitel referred to marketing business to consumers with disabilities as handicapitalism (Hicks, 2010). He emphasized that people with disabilities do, in fact, have money and can 57 contribute to the business bottom line. Business cases. Scandic, Nordic region’s largest hotel chain, adopted a “design for all” philosophy and practice that has launched the company into a position of success. While the early impetus was to create “disability friendly” environments and services, the changes had a much more positive and far-reaching effect. People have a perception of Scandic as a welcoming hotel chain and often opt to stay at Scandic over their competitors. Scandic has developed a “standard,” based upon their comprehensive 110point accessibility program. After hiring a disability ambassador in 2004, Scandic has provided staff training, adapted rooms, and details all of their accessible offerings on every one of their hotel web sites. The implementation of accessible strategies has resulted in commercial success for Scandic and serves as model for other businesses who want to broaden their markets (Travelability, 2012). Hytte, a provider of self-catering accommodations in England also experienced positive outcomes following the incorporation of accessibility during the design and planning stages of new facilities. Occupancy levels increased from 55% to 97%, while 70% of families that stayed on the property included one family member who had a disability. The changes differentiated the company from other companies in the region, attracted repeat business and a higher proportion of elderly consumers (Office on Disability Issues, 2010). Cheshire Farm, an ice-cream parlor lowered its window sills, produced large print menus, offered straws to customers and witnessed an increase in customers with disabilities, repeat business and an unexpected outcome, increased and repeat business from school groups (Office on Disability Issues, 2010). This last outcome is an example of how changes in customer access for people with disabilities has a broader market 58 appeal and benefit to businesses that choose to embrace disability. Disadvantages of service standards. There are also some disadvantages to developing service standards. Three of these disadvantages are (a) the time that it takes to develop standards, (b) the cost, and (c) the difficulty of developing standards that are responsive to a rapidly changing marketplace. Time consumption and cost. The time and cost to develop standards may be prohibitive in a lean economy and may be too excessive for smaller companies. For example, ANSI required $4,000.00 to file an application to be approved as a developer (ANSI, 2012). Such administrative and financial costs may outweigh the benefits of standardizing customer service. Responsiveness. Standardization in a technical or product area may be very different than standardization of services. The current trend toward providing individualized, customer-centric services (Al-Shamari, 2012; Hefley, Murphy, Searles, & Snowden, 2012) is somewhat counter to standardizing service provision. As many researchers contend, service provision to consumers with disabilities should be individualized, not based upon groups and stereotypes (Ayres, Douglas, Lowrey, & Sievers, 2012; Bruce & Parker, 2012; U. S. Department of Justice, 2012). Additionally, standardization within a rapidly developing service sector may preclude the business from focusing on superior or alternative approaches that are more conducive to a rapidly changing and dynamic service offering (Blind, 2003). The development and adoption of standards takes time and, thus, standards may lag behind the needs and interests of contemporary needs or desired service practices. Standards Development Framework 59 Non-governmental standardization in the U.S. began in 1906 with the development of the International Electrotechnical Commission (IEC). The American National Standards Institute was developed in 1916 under the name American Engineering Standards Committee (AESC) and the International Organization for Standardization (ISO) formed in 1947 to promote standardization across the world to aid in the international exchange of goods and services. Today, ISO is the world’s largest nongovernmental developer of International Standards, representing 164 countries (International Standards Organization, 2012). de Vries (1997) defined standardization as the “activity of establishing and recording a limited set of solutions to actual or potential problems directed at benefits for the party or parties involved, balancing their needs and intending and expecting that these solutions will be repeatedly or continuously used during a certain period by a substantial number of parties for whom they are meant” (de Vries, 1997, p. 55). According to the American National Standards Institute’s glossary of terms (ANSI; 2012), a standard is defined as "a recognized unit of comparison by which the correctness of others can be determined." According to ANSI (2012), there are generally four types of standards. They include 1. Voluntary Standards - standards that are written in an open environment by professionals from both private and public sectors. 2. De Facto Standards - standards because they are widely used, not because they were officially approved by some standards organization and government. The marketplace determines the acceptance of the de facto standard. 60 3. Consortia Standards - standards that are typically agreed upon by professionals to solve some market-driven problem. 4. Regulatory Standards - standards that are written or adopted by government agencies (ANSI, 2012). In the United States, many entities utilize ANSI, IEC, or ISO to develop standards, but many organizations do not. Most notably, many professional organizations, certifying bodies, and industries have their own standards related to goods and services offered. According to Blind (2003), decentralized sector-specific standards in the U.S. have advantages and disadvantages. The advantages are that the standards developed specifically for a particular company or service sector can be more applicable to that sector or the needs of the locale. The disadvantages are that a decentralized approach can result in multiple solutions that can introduce conflict as to what should or should not be the common standard. The worst case is when two standards are completely incompatible. The negative aspects of company or sector-specific standards may outweigh the benefits, suggesting that a broader approach to standardization may be warranted. As Blind (2003) noted, the increasing globalization of services requires consistent standards. The idea is that services that are “cross-compatible” will result in the highest increase in service quality. When developing standards, The International Organization for Standardization (ISO) website offers four principles that must be followed during the standards development process. These include: 1. Openness: The process should be open to all persons who are directly affected by the activity in question. 61 2. Balance: The process should have a balance of interests. Participants from diverse interest categories should be sought with the objective of achieving balance. 3. Due Process: Any person (organization, government agency, individual, etc. that has a material interest has a right to participate by • Expressing a position and its basis • Having the position considered • Appealing if adversely affected 4. Consensus: Consensus is achieved when agreement has been reached by directly and materially affected interest categories. This signifies concurrence of more than a simple majority, but not necessarily unanimity. Consensus requires that all objections and viewpoints be considered, and that an effort be made toward their resolution. Research Approaches to Standards Development Across the service industry, much of service standards research has been conducted within the context of service quality (Bitner, Zeithaml, & Gremler, 2010; Chu & Wang, 2001; Docking & Dowen, 2009; Gilpin & Kalafatis, 1995; Hernon & Altman, 2010; Ter-Martirosyan & Kwoka, 2010). A few studies have attempted to develop standards related to consumers with disabilities. Three such studies follow. The Institute for Community Inclusion (ICI) utilized in-depth, semi-structured interviews with 19 adults with disabilities who used generic (e.g., One-Stop Career Centers), or disability specific support systems (e.g., state vocational rehabilitation services) for seeking employment (Timmons, Schuster, Hamner, & Bose, 2001). Each interview focused on customers’ positive customer service experiences and perceived barriers to employment services. Findings of the study resulted in five factors that 62 support the creation of positive and effective agency services. These factors included (a) agency culture, (b) quality personnel, (c) coordinated services, (d) consumer directedness, and (e) access to resources. From these elements, a checklist was created for agency personnel to assess the quality and responsiveness of their agency’s services. Shaw and Dukes (2001) conducted a study funded by the Association on Higher Education and Disability (AHEAD) to examine essential service components for the Offices of Students with Disabilities (OSD). Subjects included 800 disability service practitioners in North America. Eighty percent were AHEAD members and all subjects were confirmed as OSD administrators, program coordinators, or institutional contacts. The researchers and AHEAD Program Standards Task Force collaboratively developed a questionnaire following guidelines offered by Gable and Wolfe (1993) that included (a) a literature review, (b) developing a list of service components, (c) performing a judgment review of components, (d) pilot instrument development and (e) pilot instrument revision for finalization of instrument for the study. A total of 254 usable questionnaires were returned. Both quantitative and qualitative methods were employed resulting nine service standards that included (a) consultation/collaboration/awareness, (b) information dissemination, (c) faculty/staff awareness, (d) academic adjustments, (e) instructional interventions, (f) counseling and advocacy, (g) policies and procedures, (h) program development and evaluation, and (i) training and professional development. A third study focused on service standards development for customers with disabilities was initiated in Ontario, Canada. This study was conducted by the Standards Development Committee developed by the Canadian Ministry to fulfill the requirements of the AODA. Fifty percent of the committee was comprised of representatives of the disability community and 50% represented private industry, broader public and non- 63 profit sectors, and the Ontario government ministries. The committee members are selected through a public recruitment process. Through a qualitative design that considered economic and business practicalities, the Standards Development Committee for Accessibility initially drafted the initial Accessible Customer Service Standards. For each standard, the committee also listed (a) what was to be covered, and (b) an estimated timeframe for compliance. Once drafted, the proposed standards were made available to the public for review and feedback. Following public comment, the standards were then modified and the final list of recommended standards were submitted the Minister of Community and Social Services for consideration. The Minister then accepted each recommended standard, in whole or in part, with or without modifications, prior to adopting the standards as part of AODA (Accessibility Directorate of Ontario, personal communication, June 13, 2012). The study resulted in eleven customer service access standards required for businesses under the Canadian Ministry. Each of these standards was detailed earlier under the Standards section of this literature review. In addition to the aforementioned studies, a number of studies have developed standards using Delphi or modified Delphi techniques. Although the following studies are not disability-related, they support a framework for developing standards using a Delphic approach. Walsh (2012) utilized a mixed-methods modified Delphi approach to determining leadership standards for criminal justice leaders. From an initial panel of 70 criminal justice experts who were recruited from management and leadership positions in criminal justice, a final panel of 51 experts was formed. Following a content analysis of leadership literature, Walsh utilized a Likert-type scale that contained items revealed 64 through content analysis of the literature and an open-ended questionnaire. Following three iterations of expert panel data analysis, 13 resulting leadership dimensions were then subjected to quantitative and qualitative measurements to validate findings. Spearman Rho correlations demonstrated homogeneity among dimension sub-domains and Kruskal-Wallis non-parametric tests were used to test for differences on leadership dimensions by expert participant affiliation. Null results were found for non-parametric tests and the 13 original leadership dimensions were verified as standards for criminal justice leadership (Walsh, 2012). Rodriquez (2001) developed standards for assessing the quality of professional development programs. For this study, three rounds of Delphi questionnaires were used to gather information from teachers regarding their perspectives on how to measure professional development. Factor analysis was then employed and reduced data into four main factors for assessing professional development quality. These factors included (a) impact on teaching, (b) evaluation and follow-up, (c) worth/accountability, and (d) motivators of professional development programs. Schaaf, Stokking, and Verloop (2008) conducted a study to develop content standards for teacher research skills using a three-round Delphi approach. The initial set of content standards were developed using a four step process to include: (1) specifying the domain to be measured, (2) a study of the literature, (3) conducted a study to determine leading edge teaching tasks, and (4) developed a preliminary set of content standards related to the tasks found in the third step. Following the development of a 4-point Likert-type questionnaire that outlined the preliminary set of content standards, twenty-one stakeholders participated in three iterations of Delphi. Stakeholders included teachers, principles, and administrators from random sample of 115 district schools. For 65 each iteration, participants were asked to rate each standard and provide any suggestions related to each standard. Content standards were revised accordingly between each round and the final round achieved a high degree of consensus. A qualitative analysis of comments and homogeneity analysis (i.e., Homals) determined that the 21 stakeholders differed in both their perspectives and their preferences in the manner in which they judged the standards. Although differences in the stakeholder’s perspectives and preferences were found, the Delphi method was considered effective for establishing agreed upon teaching content standards. In addition to the studies mentioned, Delphi or modified Delphi has been used to develop standards for responding to mental health problems (Hart, Jorm, Kanowski, Kelly, & Langlands, 2009), selecting, training and evaluating athletic training clinical instructors (Weidner & Henning, 2004), wound management education (Orsted, Woodbury, & Stevenson, 2012), teacher competencies (Fong, Ch’ng, Por, & Saada, 2011), and forecasting competency models for innovation leaders (Gliddon, 2006) among others. Based on the literature reviewed, developing service quality standards through consensus building Delphi techniques is supported and conceptually sound. Chapter Summary This literature review resulted in a number of salient findings. These include the following: (a) the service industry is a large and growing service sector, (b) a large and financially viable disability and aging market exists within the U.S., (c) historical trends regarding consumers with disabilities are well positioned to support societal acceptance of consumers with disabilities within the service sector, (d) business that engage in developing standards and attracting the disability market will likely prosper, (e) businesses are not typically aware of the economic benefit and lack the commitment to 66 develop practices that attract the disability and aging market, (f) no current standards for providing customer service to individuals with disabilities exists within the U.S., and (g) the service industry could financially benefit from incorporating standards into their business strategies. With respect to research methodology, the methods used to develop service standards typically comprised a mixed-methods approach, utilizing both qualitative and quantitative strategies. Three studies were found related to standards development for customer service to people with disabilities. All other standards development studies related to standards within other areas of professional service (e.g., leadership). With exception of one study that used in-depth interviews, all standards development approaches used a Delphi or modified-Delphi approach to standards development. 67 Chapter 3 Methods From the review of literature, it is evident that business and industry standards have been developed through a variety of approaches. For example, some industry standards have been developed utilizing accepted scientific methods such as Delphi and survey research. Conversely, other industry standards have been established through the application of formal and informal strategic processes that have varied within and across industries. Given an interest in adopting a rigorous and accepted scientific method for developing standards within the context of this study, the researcher chose to utilize a modified Delphi technique in an effort to gain professional consensus regarding the types of standards that would support service quality for people with disabilities. Delphi was chosen due to its wide acceptance and use in achieving consensus through the convergence of subject matter expert opinions on a identified topic (Hsu & Sanford, 2007). More specifically, the intent of this study was to converge the opinions of disability inclusion experts and consumers with disabilities in order to develop business standards for improving service quality for consumers with disabilities. This chapter begins by illustrating the three-phased approach that was undertaken to complete this study (see Figure 3.1). Additionally, this chapter provides a general overview of Delphi including characteristics, use of the method for achieving consensus, number of iterations, as well as the advantages and disadvantages of using Delphi methodology for social research. Finally, the chapter discusses approaches to data triangulation, hypotheses, participant selection, survey design, data collection, and analysis. ENVIRONMENTAL SCAN • Determine Research Focus • Conduct Literature Review • Select Methodology CONTENT ANALYSIS • Analyze Current Standards • Identify Delphi Categories • Develop Codebook • Establish Validity and Reliability SELF-‐ADMINISTERED QUESTIONNAIRE • Develop Instrument (1st Questionnaire) • Conduct First Pilot Study • Refine Instrument (1st Questionnaire) PARTICIPANT SELECTION • Determine Target Population & Sample • Identify Sampling Techniques PHASE 1 Plan & Prepare PHASE 2 Delphi PHASE 3 Establish Standards ITERATION ONE • Qualitative Analysis • Instrument Development (2nd Questionnaire) • Second Pilot Study • Instrument Refinement (2nd Questionnaire) ITERATION TWO • Qualitative Analysis • Instrument Design Development (3rd Questionnaire) ITERATION THREE • Qualitative Analysis • Quantitative Analysis (Kendall's W, Mann-‐Whitney U, Chronbach's Alpha) IDENTIFICATION OF STANDARDS • Present Results • Discuss Results & Implications • Offer Conclusion Figure 3.1. Outline of research methodology. 68 Three-Phase Methodology 69 Phase 1: Plan and prepare. To increase the study’s validity and rigor, triangulation of data collection methods was employed during Phase 1. Triangulation, first introduced by Denzin (1970), involves the mixing of data collection methods or data to enhance the understanding of a topic (Olsen, 2004). Triangulation is thought to both minimize the inherent weaknesses of any single data collection method while also magnifying any subtleties that may not surface with any one method alone (Gliddon, 2006). Also, if there is similarity across employed methods, greater confidence can be placed in the results of the study, as it is believed the reliability and validity of the study are strengthened by the triangulation process (Patton, 1990). For this study, an environmental scan, content analysis, and self-administered questionnaires were used to triangulate the data (see Figure 3.2). Figure 3.2. Triangulation of research methods. 70 Environmental Scan. The first step in triangulation was to complete an environmental scan. Prior to beginning the study, it was important for the researcher to gain a greater understanding of the topic under study. More specifically, the first purpose of the environmental scan was to determine research focus and possible topic. The second purpose was to gain an understanding of the current disability market, as well as trends and factors associated with service quality provision. The third purpose was to utilize the learned information to outline a review of literature and eventually select the methodology that would be used for this study. According to Kroon (1995), environmental scanning involves “the study and interpretation of the political, economic, social and technological events and trends which influence a business, an industry or even a total market” (p. 76). It can be used to explain relationships, guide decision-making and enhance planning efforts within organizations (Costa, 1995; Costa & Teare, 2000). The process can also be used as an exploratory measure to unearth problems, as well as potential opportunities (Choudbury & Sampler, 1997). The researcher for this study participated in a variety of activities between 2005 and 2012 that resulted in identifying current trends in the disability market sector. These activities included (a) participating in professional conferences on disability and inclusion, (b) directing a Department of Defense training project that educated civilian personnel on how to accommodate the needs of wounded warriors who were transitioning from combat to community environments, (c) participating on disability-related academic and professional committees, (d) assessing the current needs and developing action plans for military installations regarding accessibility and inclusion, (e) reading and researching academic publications and current events, (f) participating in academic dialogue with disability professionals and academicians, and (g) engaging in conversations with 71 multiple consumers with disabilities who conveyed real-world experiences regarding the physical and service accessibility of businesses. In response to noted trends in disability, particularly as it relates to future changes in the workplace and marketplace, the author engaged in a review of literature to further validate what was learned during the initial stages of the environmental scan. The literature review conducted for this study confirmed that the number of people with disabilities within the U.S. already represents approximately 20% of the current population, and that this percentage is expected to increase as the baby boomer population ages. These demographic changes underscored the need for businesses to embed processes and practices that would support the changing needs and preferences of future customers. The literature represented an exhaustive body of knowledge on the topic of disability as a growing market sector, the status of service quality for consumers with disabilities, and the need for the development of business standards that will provide a supportive infrastructure to the consumers with disabilities sector. Given that the disability market is slated to have a profound impact on the services industry, information garnered from the environmental scan was timely and provided a solid foundation for additional data collection. Content analysis. The next step toward triangulation included a qualitative content analysis. According to Kripendorff (2004), content analysis can be defined as “a research technique for making replicable and valid inferences from texts (or other meaningful) matter to the contexts of their use” (Krippendorff, 2004, p. 18). Accordingly, there are six questions that must be responded to within every content analysis: (a) What data will be analyzed?, (b) How will the data be defined?, (c) What is 72 the population from which the data will be derived?, (d) In what context is the data to be analyzed?, (e) What are the analysis parameters?, and (f) What are targets at which the inferences are directed? (Kripendorff, 2004). Using these questions as a foundation, content analysis was performed to identify (a) current standards that support providing service quality to individuals with disabilities, and (b) to develop service quality standard categories in preparation for the first iteration of the study. Development of codebook. A codebook was then developed to assist the researcher with thematic coding of data collected during the Delphi iterations. Determinants of service quality identified by Parasuraman, Ziethmal, and Berry (1985) and Vaughan and Shiu (2001) served as the framework for category development and coding definitions. During validation, categories were refined and/or augmented until they were determined to be mutually exclusive and/or exhaustive by expert judgers (Weber, 1990). Once the service quality determinants for the study were identified, they were conceptually and, hence, operationally defined. The conceptual and operational definitions were adapted from the definitions outlined in the service quality determinant research (Parusuraman, Zeithmal, & Berry, 1985; Vaughn & Shiu, 2001) and validated by three subject matter experts to ensure face validity. A codebook was then created that included each service quality determinant’s name, its definition, an example of text that would be assigned to that category, and the rules for coding (Mayring, 2000). Coding rules were established to assist coders with distinguishing between service quality determinants and assignment of textual themes to service quality categories. Two coders were used to code the data. One coder was the researcher and a second coder, a faculty 73 member with over 30 years of expertise in disability and inclusion, was trained on how to code the data. Establishing face validity. The next step was to establish face validity. Face validity has been defined as a reflection of “the extent to which a measure reflects what it is intended to measure” (Nunally & Bernstein, 1994) and is typically used in validating content analysis. Face validity is imperative if conclusions or generalizability are to be drawn from the service quality standards identified in the study (Busch et al., 2012). Validity is best achieved by utilizing “multiple classifiers to arrive at an agreed upon definition of the category” (Busch et al., 2012, p. 9). Multiple classifiers ensure that the category represents the depth and breath of theoretical concepts within the literature, minimizing an erroneous representation of a concept or category. To determine face validity, subject matter experts are often used to judge the accuracy of the presented categories in their representation of intended concepts (Hardesty & Bearden, 2004). For purposes of this study, face validity was established through expert judgment of assigned data to ensure data was accurately assigned given operational definitions of each category. Establishing reliability. The next step was to establish reliability. In the case of this study, two coders were used to code data and, thus, inter-coder reliability needed to be established. In content analysis, inter-coder agreement is necessary as it measures “the extent to which the different judges tend to assign exactly the same rating to each object” (Tinsley & Weiss, 2000, p. 98). While there are many indices to establish intercoder reliability, Krippendorff’s (2004) Alpha reliability was used to measure the agreement between coders. Krippendorff’s (2004) is a well-respected alpha reliability coefficient that 74 accounts for sample size and missing data, and can be used for nominal, ordinal, interval, and ratio variables (Lombard, Snyder-Duch, & Bracken, 2010). Throughout the content analysis, a coding matrix was maintained by each coder. Following analysis, ReCal 2 (Reliability Calculator for 2 Coders), an online tool for calculating Krippendorff’s Alpha for nominal data, was used to compute inter-coder reliability. Development of self-administered questionnaire. The third component of triangulation conducted for this study data collection via self-administered questionnaires. Self-administered questionnaires are an integral component of Delphi methodology allowing for anonymous input from participants. The advantages of using questionnaires for collecting data is that they are (a) relatively inexpensive, (b) facilitate data collection, and (c) enable researchers to gather data from geographically dispersed participants (Farmer & Rojewski, 2001). The current study utilized Qualtrics software for Delphi questionnaire design and electronic distribution of questionnaires to selected participants. Qualtrics offers the flexibility of accessing the questionnaires via laptops and other mobile devices (e.g., smartphones, tablets). When a user accesses the questionnaire via a mobile device, the Qualtrics system will detect the mobile device and automatically revert the questionnaire to a more easily readable template based upon the detected device (Qualtrics, 2012). Additionally, Qualtrics meets Section 508 compliance for accessibility to individuals with disabilities, offering participants maximum access to survey content (Mora, 2012). Electronically disseminated questionnaires have been found to be quicker and less expensive to administer than paper questionnaires, and have an advantage of providing access to unique populations, such as individuals with disabilities (Wright, 2005). Also, the validity and reliability of results obtained through electronic surveys has been found 75 to be comparable to results obtained through paper surveys (Eysenbach & Wyatt, 2002). Finally, electronic surveys have been found to have fewer missing responses than paper administered surveys (Boyer, Olsen, Calatone, & Jackson, 2002), offering more complete data for analysis. Electronic data collection, however, requires a certain level of computer proficiency in order to access the questionnaire and appropriately respond to required items. Additionally, questionnaires allow for little flexibility and are limited to the participant’s perception (Babbie, 2012). Aside from these disadvantages, survey research through use of questionnaires is considered one of the oldest and most accepted forms of research (Gliddon, 2006) and is deemed appropriate for this study. Questionnaire design. This study utilized a three-iteration survey design. The design began with a review of service quality literature (discussed in Chapter 2) that identified 13 unique determinants of service quality important to meeting customer expectations based upon research conducted by Vaughn and Shiu (2010) and Pasaruman, Ziethmal, and Berry (1985). These 13 determinants served as the framework for developing the categories for the first iteration questionnaire. The next step was to begin questionnaire construction. According to Babbie (2009), questionnaires should be constructed with clear instructions, in an easily read format, with clearly defined and short questions. In the case of this study, it was also important that the questionnaire be designed to meet accessibility needs of individuals with disabilities in order to appropriately elicit responses. To achieve these objectives, each questionnaire for this study was designed in Qualtrics and a link was sent to participants via email. Qualtrics was chosen as the software platform due to its compatibility with both Mac OS and Windows operating systems, its compatibility with 76 mobile devices, and its widespread use among researchers. Both questionnaire design and delivery were checked for Section 508 Accessibility and SCORM compliance prior to questionnaire distribution. Surveys were electronically administered and returned, allowing participants to submit their responses online and anonymously; however, enabling the researcher to know who had and had not responded in the case that a followup email prompt was required to elicit a response. Babbie (2009) and Delbecq and Gustafson (1975) also recommended that pilot studies be conducted to pre-test instruments for any ambiguous questions, errors, and/or to determine aspects that may result in inappropriate or invalid responses. In addition, it was also important in this study to eliminate any overlap or redundancy regarding service quality dimensions to be used for developing standards. Therefore, two pilot studies were conducted. One pilot study was conducted prior to the first iteration and a second pilot study was conducted prior to the second iteration of the questionnaire. To conduct the pilot studies, the researcher employed a cognitive interviewing technique posited by Willis (2005) to uncover any potential problems. A random sample of 15 participants from the population pool were asked to respond to a series of pilot study questions and then participated in a follow-up interview process where the researcher utilized verbal probes to gain a more in-depth understanding of the pilot study participant’s written response. According to Gliddon (2006), verbal probes offer the researcher (a) more control during the interview, and (b) ease at eliciting answers from respondents. Additionally, probes were scripted prior to interviews to keep the interview structured and so that the same questions could be asked of multiple participants. Pilot study participant responses were qualitatively aggregated on a per question basis as 77 recommended by Willis (2005). The results were then used to refine the questionnaire for iterations 1 and 2. Questionnaires for iterations 2 and 3 were designed to include quantitative analysis, enabling the researcher to establish levels of inter-rater reliability and levels of agreement amongst participants. The final iteration included questionnaires that were identical, but coded separately for disability inclusion experts and consumers with disabilities. Separately coded questionnaires allowed for testing of differences between the two expert panels on standards consensus. All questionnaires were designed with the intent of completion within approximately 20 minutes and participants were allotted two weeks between iterations to complete each questionnaire. All participants were presented with and agreed to the conditions of informed consent prior to participating in the study. Participant selection. The selection of participants was the final step in Phase 1 of this study. Participant selection is probably the most important contributing factor to the validity and reliability of a Delphi study results (Ludwig 1994; Millar, 2001). Thus, the determination of an appropriate sample size and technique are important aspects for choosing a methodologically appropriate sample and are discussed below. Sample size. Unfortunately, there is no formal agreement on the most appropriate sample size for Delphi methodology (Atkins, Tosen, & Cole, 2005). Reid (1988), for example, found Delphi studies that ranged from 10 to 1685 participants. Delphi studies identified through the review of literature used between 21 and 51 experts to develop for standards, while most Delphi studies use between 15 and 20 participants (Ludwig, 1994). While there is no specified mechanism for determining the number of individuals to include in the study (Williams & Webb, 1994), it has been suggested that the sample 78 size may depend upon the nature of covered topic, varying viewpoints, money, and time (van Zolingen & Laassen, 2003). Ludwig (1994) suggested that the number of participants are also generally determined by the (a) the minimum number of participants required to represent the diversity of expert judgments, and (b) the researchers ability to manage the number of responses received. Also, with respect to sample size, it is important to consider if more than one panel of experts will be used. For example, multiple panels in Delphi is an accepted practice if more than one set of stakeholders are present (Hanafin, 2004). In this study, it was important to engage both disability inclusion experts (service providers) and consumers with disabilities (service recipients) to develop standards in order to represent the breadth of stakeholder interests on the topic in question. Therefore, because this study utilized two expert panels, it was decided that a total of 80 participants, comprised of two panels with 40 participants each, would constitute a sample within the range of participants often used in Delphi, while also allowing for a diversity of opinion across stakeholders. Sampling technique. Participants for the study were chosen using a nonprobabilistic, purposive, dual-stage stratified sampling technique (Babbie, 1989; Fowler, 1993), coupled with a snowball approach (Patton, 1990. Purposive sampling involves selecting a sample based upon the researcher’s knowledge of the population and study’s purpose (Babbie, 2009) and is effective when attempting to identify participants with specific characteristics, such as disability inclusion experts. Snowball sampling is an extension of purposive sampling whereby the researcher identifies a few members of a population that meet the selection criterion, and then relies on those members to suggest other individuals that they know who may also meet the criterion. Snowball sampling is particularly effective when trying to locate participants from difficult to reach 79 populations, such as individuals with disabilities (Babbie, 2009). Once participants were identified through purposive and snowball sampling, the sample was stratified enabling the researcher to obtain a sample representing a diversity of expertise related to the topic under study. Selection of disability inclusion experts. To select participants for the Disability Inclusion Expert group, the researcher contacted the United States Business Leadership Network (USBLN). The USBLN is an organization of businesses dedicated to employment and customer service to individuals with disabilities. USBLN members range from small to large-size companies within the service industry. Member companies include such enterprises as Southwest, Wal-Mart, AT&T, Verizon, Microsoft, Prudential, Sodexo, and similar service-oriented businesses committed to disability inclusion. Most member companies have a disability inclusion expert identified within the company whose main responsibility is to oversee and lead strategic initiatives directed toward integrating employees and consumers with disabilities in business operations and services. After receiving an initial list of disability inclusion specialists from USBLN representatives, the researcher contacted each individual to determine (a) if he or she met the expert criterion, (b) the areas regarding disability and inclusion where the individual had expertise, (c) whether or not the person was willing to participate in the study, and (d) if he or she could refer the researcher to additional experts who might meet the criteria and be willing to participate in this study. From this list of participants, 40 individuals who represented a cross-section of eligible participants were selected to participate in the study. Selection of consumers with disabilities. The second group of individuals selected for this study included 40 consumers with disabilities representing a variety of disabling conditions to include physical, cognitive, hearing, visual, and intellectual 80 disabilities. Consumers were adults over the age of 25 who lived independently and purchased goods and services from businesses within the service industry sector at least once a week. The minimum age of 25 was established because consumer spending increases sharply after the age of 25, largely in part to increased income (U.S. Bureau of Labor Statistics, 2012). Consumers with disabilities met the definition of an individual with a disability as defined under the Americans with Disabilities Act (ADA). Specific criterion for participant selection and group assignment are listed in Table 3.1. Due to the Health Insurance Portability and Accountability Act (HIPAA) laws and confidentiality of disability-related information, the researcher relied on personal contacts with individuals with disabilities who met the consumer criterion for this study. Each person contacted by the researcher was asked to identify 2-3 additional individuals and provide the individuals’ contact information to the researcher. Upon receipt, the researcher requested the participation of the additionally identified individuals Table 3.1 Participant Selection Criteria Disability Inclusion Experts • • • • 15 or more years of professional/practical experience directly related to disability inclusion in the service industry Published and/or presented on disability inclusion topics Minimum B.S. degree in disability-related field Award or Honor Recognition by Disability-related Professional Organization Consumers with Disabilities • Adult with self-defined disability as defined by the Americans with Disabilities Act Mature Adult (25+ years) • • Weekly consumer of goods and services Living in a community setting • who were also similarly asked for 2-3 referrals. This process continued until the 81 researcher had identified 40 consumers with disabilities who agreed to participate in the study for all three iterations. All participants met the criterion established for selection. Sampling stratification. Czinkota and Ronkainene (1997) suggest that experts selected for Delphi studies should possess vision, understand the topic under study, and represent as many viewpoints as possible. By stratifying the sample, the researcher was able to maximize the diversity of opinion based varied expertise of the disability inclusion experts and variance with disabilities represented by consumers with disabilities. Sampling strata is illustrated in Figure 3.3. Sampling Strata Disability Expert and Consumer Expert Groups: • Architectural access • Accessibility, inclusion and/or disability-‐related training & development • Service provision to individuals with disabilities • Knowledge of disability characteristics and conditions • Barriers and constraints to inclusive service provision • Marketing to individuals with disabilities • Understanding of Americans with Disabilities Act and other pertinent legislation • Website accessibility • Assistive technology • Adaptive and specially-‐designed equipment • Program/service modification and adaptation • Disability market • Reasonable accommodations (as defined by the Americans with Disabilities Act) • Possess a physical disability • Possess a visual impairment • Possess a hearing loss or impairment • Possess a cognitive disability • Possess an intellectual disability Figure 3.3. Delphi process expert panel sampling strata. At least one participant within the overall sample had expertise in each area. Participant incentives. Ludwig (1994) emphasized the importance of participant motivation to mitigate the potential for low response rates. Thus, each individual in the study was offered a $50.00 Visa gift card for completing all three Delphi iterations to extrinsically motivate participants to fulfill their initial agreement to complete all 82 questionnaires. Upon completion of the third iteration, the researcher mailed a gift card to each participant who completed the study. Phase 2: Delphi. Phase 2 of the study consisted of three Delphi rounds to reach a level of consensus among participants. Three rounds were chosen given that three rounds are often sufficient to reach a maximum level of agreement (Custer, Scarcella, & Stewart, 1999). First, a general overview of Delphi is discussed, followed by explanations of each of three iterations. General overview of Delphi. The Delphi Technique was initially developed by Dalkey and Helmer (1963). The technique is well suited for a variety of purposes to include (a) developing program alternatives, (b) exploring underlying assumptions or information, (c) seeking information, (d) correlating informed judgments, and (e) educating a group of respondents regarding the interrelated components of a given topic (Delbeq, Van de Ven & Gustafson, 1975). Although the Delphi technique employs the use of questionnaires to gather data, Delphi is unique in its approach as it uses multiple iterations in its data collection methodology in order to achieve consensus (Ludwig, 1994). In the Delphi approach, for example, respondents are asked to respond to multiple iterations of a questionnaire and to reassess and possibly refine or revise their responses based upon feedback provided through earlier iterations (Hsu & Sandford, 2007). The purpose of reassessment and refinement of responses is to move the expert panel toward a level of agreement on the identified topic. Although Delphi has been successfully used for a variety of purposes within numerous disciplines, it has advantages and disadvantages. 83 Advantages. The first advantage to Delphi is the anonymity of the expert panel members throughout the data collection phase. A concern with achieving group consensus in the presence of all group members is the potential influence of individual members. For example, lower status group members may tend to acquiesce to the opinions of higher status members and dominant group members might overly exert their opinion, thus influencing the overall opinion of the entire group (Gupta & Clark, 1996; Zollingen & Klassen, 2003). Because Delphi methodology guarantees the anonymity of respondents, respondents are freely able to express their opinions based upon their individual knowledge and expertise, rather than a “cautious institutional position” (Gupta & Clarke, 1996, p. 186). As such, it is suggested that the participant responses are more likely to be valid and true than if they were offered in the presence of other group members (Snyder-Halpern, 2002). The geographic dispersion of participants also promotes anonymity, as does the use of electronic administration of Delphi questionnaires. By utilizing individual email addresses and direct electronic communications with participants, the likelihood of participants uncovering the identities of other experts is also minimized (Adams, 2001). Another advantage of Delphi is time for reflection. Because respondents can complete questionnaires without time constraint and time pressure, respondents have more opportunity to reflect and contemplate on their opinion before responding (Linstone & Turoff, 1975). This may, in turn, promote higher quality and more in depth responses, thus enriching the overall quality of the results (Hanafin, 2004). Disadvantages. One of the disadvantages of Delphi is potentially low response. Because participants are asked to respond to multiple questionnaires, low response rates are magnified by the number of the study’s iterations (Witkin & Altschuld, 1995). For example, participants may submit the first and second iteration, but fail to submit 84 subsequent iterations resulting in study limitations. Another disadvantage is time consumption. Delphi also requires more time to administer than traditional survey designs. Because Delphi requires multiple iterations and that it is recommended that participants be offered a minimum of two weeks between iterations, the time to administer Delphi can last outside of two months. Delbecq, et al., (1975) and Ludwig (1994), for example, recommend a minimum of 45 days for administering a Delphi study. Use of electronic administration of surveys, however, can expedite the Delphi process through faster administration, response transmission, and analysis (Witkin & Altshculd, 1995). Another potential drawback of the Delphi technique is the molding of opinions by the researcher and/or other participants (Hsu & Sandford, 2007). Multiple iterations threaten the validity of the results if researchers distort feedback to participants (Scheibe, Skutsch, & Shofer, 1975). Additionally, false feedback offered by participants can similarly affect negatively the validity of results (Cyphert & Gant, 1971). Thus, it is critical that researchers are vigilant and implement safeguards to ensure that the results of the study are not compromised during the Delphi process. Delphi iterations. To complete Phase 2 of the modified Delphi study, three iterations were implemented. The process for conducting each of the iterations follows. Iteration (round) 1. As discussed earlier, a pilot study was completed to validate and refine the iteration one questionnaire prior to its administration. After drafting categories based on service quality determinants learned through the review of literature, content analysis of textual data collected during iteration one was performed to add to and confirm meanings of service quality determinant categories. The questionnaire 85 developed for iteration one was sent to participants. Participants were asked to develop business standards that would contribute to each service quality determinant identified on the questionnaire. For each service quality determinant, a sample standard was offered to participants to guide appropriate responses (see Figure 3.4). DETERMINANT 1: Reliability Consistency of performance and dependability Description of Standard Name of Standard Record Keeping Keeps accurate records of customer’s transactions with the organization. (SAMPLE) Figure 3.4. Example of item from iteration one questionnaire. To analyze the qualitative data from iteration one, the data were treated as nominal and deductive category application, a content analysis procedure developed by Mayring (2000), was used. This procedure included the following steps. 1. Determine the definition of each service quality determinant (selection criterion). 2. Create a codebook and coding rules and train coders (Steps 1 & 2 were completed in Phase 1). 3. Analyze the data using codebook and codebook rules. 4. Meet with coder to discuss analysis results (formative check of reliability). 5. Conduct a summative check of reliability. 6. Conduct inter-rater reliability of coders using Krippendorf’s (2004) alpha reliability statistic. Following these steps, the researcher incorporated data collected during iteration one into a second questionnaire in preparation for iteration two. 86 Iteration (round) Two. The iteration two questionnaires encompassed the data collected and analyzed from iteration one. A pilot study was also conducted on the iteration two questionnaires prior to administration. The independent variable was the overall panel of experts comprised of two nominal level groups: (1) disability inclusion experts and, (2) consumers with disabilities. The dependent variable was the standard rating represented by four ordinal level categories of standards (a) essential (b) critical, (c) basic and, (d) not needed. A rating scale was developed ranging from 1 to 5 (1=most important; 5=least important). Expert judgment of standards that were identified in the value of 1 to 1.99 range were considered standards that were essential, standards that were required to meet the service quality expectations of consumers with disabilities. Standards that received a value rating between from 2 to 2.99 were considered critical standards, standards that were required in most situations to meet service quality expectations of consumers with disabilities. Standards that received a value rating between from 3 to 4.99 were considered basic standards, standards that were required, but not in all situations to meet the service quality expectations of consumers with disabilities, but may be offered by some businesses. Standards that resulted in a value rating of 5 were removed from the list of standards, as they were considered as not required to meet the service quality expectations of consumers with disabilities. Data from the iterations 2 and 3 of the Delphi process were quantitatively analyzed using SPSS v.20. 87 DETERMINANT 1: Reliability Consistency of performance and dependability Name of Standard Description Rating Rating Scale Essential Critical Standard is required for service quality 1 Standard is required for service quality in most situations 2 Basic Standard is required for service quality, except in some situations Not Needed Standard is not required for service quality in most situations Standard is not required for service quality 4 5 3 Highest Importance Least Importance Figure 3.5. Example Item form Iteration two Questionnaire Due to the controversial nature of treating ordinal data as continuous (Allen & Seaman (2007), this study used non-parametric, non-inferential statistical procedures to analyze the data. Specifically, central tendency was measured using the ratings mean, median, and mode. Data dispersion was achieved through calculating the variance, interquartile range, and standard deviation. Kendall’s W coefficient of concordance was used to measure the level of agreement between disability inclusion expert and consumer with disabilities groups. Mann-Whitney U was used to measure the differences between groups and Chronbach’s alpha was used to measure inter-rater reliability. Iteration (round) Three. The descriptive statistics used in iteration two (described above) were used to provide recommended ratings for each standard identified in iteration three. Standards were ranked according to sum of means for each standard (Stines, 2003). To calculate sum means, rankings from both expert panels were combined and carried out one decimal place (Gliddon, 2006). The standards were then 88 ranked accordingly. Essential standards included those standards that had a sum mean total ranging from 2 to 3. Critical standards included those standards that had a sum mean total ranging from 3.1-5 and basic standards included those standards that were ranked from 5.1-9. Standards that exceeded values of 9 were eliminated. Box and whisker plots were used to identify standards with outliers. In instances where a standard had 4 or more outliers, meaning that 4 or more participants disagreed with most other participants, an asterisk was placed next to the standard. The asterisk indicated to participants that more thought might be required prior to rating this standard. The meaning of the asterisk was defined in the instruction page for iteration three. Hypotheses. The following eight hypotheses were developed to answer the research questions posed in Chapter 1 and relate to Delphi iteration #2 and iteration #3. Iteration #1 was implemented primarily to establish a valid questionnaire to test the null hypotheses in iterations #2 and #3. Iteration #2. To test the level of agreement within the group of consumers with disabilities: H0: There is no agreement in standards ratings within the group of consumers with disabilities. H1: There is agreement in standards ratings within the group of consumers with disabilities. To test the level of agreement within disability inclusion experts: H0: There is no agreement in standards ratings within the group of disability inclusion experts H2: There is agreement in standards ratings within the group of disability inclusion experts. To test the level of agreement within group of all iteration #2 participants: 89 H0: There is no agreement in standards ratings within the group of all participants. H3: There is agreement in standards ratings within the group of all participants. Iteration #3. To test the level of agreement within the group of consumers with disabilities: H0: There is no agreement in standards ratings within the group of consumers with disabilities. H4: There is agreement in standards ratings within the group of consumers with disabilities. To test the level of agreement within disability inclusion experts: H0: There is no agreement in standards ratings within the group of disability inclusion experts. H5: There is agreement in standards ratings within the group of disability inclusion experts. To test the level of change in agreement within consumer group of participants: H0: There is no change in level of agreement in standards ratings within the group of consumers with disabilities between iteration #2 and iteration #3. H6: There is an increase in the level of agreement in standards ratings within the group of consumers with disabilities between iteration #2 and iteration #3. To test the level of change in agreement within the disability inclusion expert group of participants: 90 H0: There is no change in level of agreement in standards ratings within the group of disability inclusion experts between iteration #2 and iteration #3. H7: There is an increase in the level of agreement in standards ratings within the group disability inclusion experts between iteration #2 and iteration #3. To test difference between consumer and expert groups regarding standard ratings: H0: There is no difference between consumers and experts regarding level of agreement in standards ratings. H8: There is a difference between consumers and experts regarding level of agreement in standards ratings. Hypotheses 1-7 were tested using Kendall’s W statistic that measured (a) levels of agreement within the group of disability inclusion experts, (b) levels of agreement within the group of consumers with disabilities, and (c) the change in level of agreement within the groups between iterations 2 and 3. Hypothesis 8 was tested using Mann-Whitney U to determine differences in standards ratings between disability inclusion experts and consumers with disabilities. Data analysis for all aspects of this study is summarized (see Figure 3.6). 91 Variable Expert group # of Variables 1 Standard rating 134 Descriptive Central Tendency Dispersion Consensus (Level of agreement WITHIN groups) Controversy (differences BETWEEN groups) Standards Rankings Type Independent States 2 states inclusion expert & consumer Dependent a) 5 states: 1,2,3,4 or 5 (Likert-‐type scale) b) 4 states: Essential (1), Critical (2), Basic (3-‐4), Not needed (5) How was it Measured? Frequencies, Bar and Clustered-‐bar chart Median and Mode Interquartile Range (IQR), Percentiles, box and whisker plots (1) Interquartile range and Median and Mode (2) Kendall Coefficient of Concordance Mann-‐Whitney U Test Level nominal ordinal Interquartile Range (IQR) based on Q1 and Q3 Mean rankings based on Kendall’s W rankings Intra-‐group Correlation using Chronbach’s Alpha Inter-‐coder Correlation using Krippendorf’s Alpha Inter-‐rater Reliability Inter-‐coder Reliability What Statistical Programs were Used? SPSS v20.0 ReCal2 Figure 3.6. Summary of data analysis (procedures and statistics) Note: The methodology for this study was reviewed and is supported by Dr. David G. Gliddon, Lead Faculty, College of Business and Management, Colorado Technical University. Dr. Gliddon served as an external methodologist due to his expertise in Delphi methodology. 92 Chapter 4 Findings In this chapter, the results of the two pilot studies, followed by the results of each of the three iterations of the Delphi study are presented. The study was conducted according to the planned methodology set forth in Chapter 3 (see figure 3.1). This chapter begins with an overview of the participants selected to participate in the study. Participants Using a non-probabilistic, purposive, dual-stage stratified sampling technique, ninety-five participants were selected to participate in the study based upon the procedures and criterion described in Chapter 3 (see Table 3.1). From these 95 participants, a total of 15 participants (8 experts and 7 consumers) were randomly selected from the total pools of experts and consumers to participate in the first and second pilot studies. The remaining 80 participants (40 experts and 40 consumers) were selected to participate in the three iteration modified Delphi. Of the eighty participants sent the first iteration questionnaire, 62 participants (30 experts and 32 consumers) submitted completed questionnaires. Fifty-two participants (27 experts and 25 consumers) completed the iteration two questionnaire and 48 participants (25 experts and 23 consumers) completed the iteration three questionnaire. Participant attrition was highest from the first to the second iteration (22%) and lower from the second to the third iteration (9%). Overall attrition from the first to the third questionnaire was moderately high (40%). Although all reasons for attrition were not known, participants who notified the researcher that they were opting to withdraw from the study reported that they did not have adequate time and/or the study’s timing 93 conflicted with more pressing work or personal issues. Selective attrition (Woundenberg, 1991) did not surface, but could have affected the study’s validity if it had occurred. For example, if participants who had a specific disability-type (e.g., cognitive) dropped out after iteration one, that type of disability would not be well represented within the study’s results. Disability inclusion expert group. Disability Inclusion experts who completed all three iterations reported 15 or more years of disability related inclusion experience with almost half (43%) reporting 30 or more years of experience. Each expert had a minimum of a Bachelor’s degree in a disability-related field (21%), although most experts held a Masters degree (65%) and some held a PhD/MD/JD degree (14%). All experts had presented and published in the area of disability inclusion, and each participant had been formally honored or recognized for his or her disability–related expertise by a disability-related professional organization. Disability inclusion experts also represented a wide variety of areas of expertise. Expertise across various content areas represented by the disability inclusion experts is illustrated in Figure 4.1. 94 120% 100% Percentage of Paricipants 80% 60% 40% 20% 0% Areas of ExperVse Areas of Expertise architectural access accessibility, inclusion, disability-‐related training & development service provision to individuals with disabilities knowledge of disability-‐related characteristics and conditions barriers and constraints to inclusive service provision marketing to individuals with disabilities understanding of Americans with Disabilities Act website accessibility assistive technology adaptive/specially-‐designed equipment program/service modification disability market (people with disabilities) providing accommodations employment Other (please specify) Percentage 46% 96% 82% 75% 71% 50% 68% 25% 43% 18% 61% 50% 54% 61% 25% Figure 4.1 Disability inclusion areas of expertise represented by disability inclusion experts. 95 In addition to a varied repertoire of disability inclusion expertise, the expert group also was diverse in its professional experience within the service industry. The service industries that were most represented included education (57%), followed by recreation (39%), healthcare (36%), hospitality (29%), and tourism (29%), respectively. The least represented industries were financial (4%) and utilities (4%). A percentage breakdown of service industries represented by disability inclusion experts is illustrated in figure 4.2. It is important to note that the total percentage of services represented exceed 100% because participants were asked to indicate all services where they had professional experience. Hence, some participants indicated more than one service area. Finally, most participants in the expert group reported having some type of disability (61%). The type of disability most represented in expert group was physical (36%), followed by hearing (18%), and cognitive (11%), respectively. Again, participants were asked to indicate all types of disabilities that they had. The types of disabilities least represented by the expert group included intellectual (4%), and social/emotional (4%). A percentage breakdown of types of disability represented by the expert group is illustrated in figure 4.3. 96 70% 60% Percentage of Paricipants 50% 40% 30% 20% 10% 0% Service Industry Experience Retail Education Hospitality Tourism Recreation Healthcare Legal Marketing Financial Transportation Communication Utilities Social Services Entertainment Information Technology Repair Other Service Industry Experience Experts (n= 30) 25% 57% 29% 29% 39% 36% 25% 7% 4% 11% 21% 4% 25% 11% 18% 0% 21% Consumers (n=32) 16% 61% 10% 19% 32% 26% 13% 6% 6% 13% 29% 3% 19% 13% 23% 3% 39% Figure 4.2 Types of service industry experience represented by participants. 97 80% Percentage of Paricipants 70% 60% 50% Experts Consumers 40% 30% 20% 10% 0% Type of Disability Disability Type physical visual hearing cognitive intellectual developmental social/emotional psychological other Experts (n=30) 36% 7% 18% 11% 4% 7% 4% 7% 4% Consumers (n=32) 74% 1% 3% 16% 6% 10% 3% 10% 19% Figure 4.3 Percentage of experts and consumers by types of disability. Consumers with disabilities group. Consumers with disabilities for all three iterations met the initial selection criterion for this group. Each consumer was an adult, over the age of 25, with a self-reported disability as defined by the Americans with Disabilities Act. This means that each consumer self-reported that they had an illness or condition that interfered with one or more “major daily life activities.” Physical disability was most represented by consumer participants; however, a wide variety of other disabling conditions were also represented to include visual, hearing, cognitive, intellectual, developmental, social/emotional, psychological (see figure 4.3). Each 98 consumer purchased goods or services at least once a week and 39% of the consumer group purchased goods or services at least daily. Each consumer lived independently in the community (meaning that were not living in an assisted living or long term care facility). Similar to disability inclusion experts, consumers with disabilities also represented experience with a wide variety of service industries. The service industries most represented by consumers included education (61%), recreation (32%), communication (29%) and healthcare (26%), respectively. The industries least represented included utilities (3%) and repair (3%), followed by financial (6%) and marketing (6%). A percentage breakdown of service industries represented by consumers with disabilities is also illustrated in figure 4.2. Similar to the expert group, the type of disability most represented in the consumer group was physical (74%), followed by other (19%), and cognitive (10%), respectively. The types of disabilities least represented by the expert group included hearing (3%), social/emotional (3%) and visual (1%). A percentage breakdown of types of disability represented by the consumer group is illustrated in figure 4.3. Pilot Study One Before conducting iteration one, 15 participants were selected to participate in a pilot study to test the survey instrument. Pilot study participants were randomly selected from each participant pool (8 experts and 7 consumers) and asked to complete the iteration one questionnaire, answer 10 follow-up questions and, subsequently, participate in a cognitive telephone interview to probe verbally and clarify written responses to 99 posed questions. A summary that includes the pilot study questions posed, participant responses and the researcher response follow for each of the pilot study’s ten questions. Question 1. What information would you suggest to be added to the introductory statement regarding the nature of the study? Please specify how the additional information would help the participant. Participant response. One person suggested rewording developing service industry standards to developing standards for the service industry. One person suggested that service industry also include retail and transportation. One person asked that there be an explanation as to why the study is being conducted. Researcher response. Terminology was changed to developing standards for the service industry. Retail and transportation were added to answer choices. The purpose of the study was already included, thus no change was made in response that suggestion. Question 2. Which statements in the introduction of service industry standards questionnaire could be restated or reworded more clearly for participants? Please identify the specific statement and how you suggest rewording, if applicable. Participant response. Two people asked that there be a definition provided for universal design, as this might not be principle known to all participants. Two people suggested using a different term than service quality determinants. It was suggested that a more lay definition be provided and/or two examples of determinants be provided in the introductory section. One person indicated that the study was not disability-specific. Researcher response. Since the study was designed from a universal design perspective, and not intended to be disability-specific, no changes regarding this comment were made. A definition was added for universal design. The term service quality determinants was changed to attributes of quality service. 100 Question 3. Which sentences in the questionnaire directions could be more clearly written? Please identify the specific sentences and how you would suggest that they be reworded. Participant response. Three people were concerned that the questionnaire read too academically and suggested using simpler terms when possible. One person suggested replacing the term operational definitions with more lay terms such as definitions of terms used throughout the questionnaire. It was also recommended that the introduction suggest reading the definitions first and then the entire questionnaire, given that an understanding of the terms used is needed to understand the questionnaire as a whole. Researcher response. The term operational definition was changed to definition of terms. The introduction was also changed to reflect reading the definitions first and then reading the questionnaire second. Question 4. After reading through the directions, did you have any difficulty understanding how the questionnaire was to be completed? Were there any specific instructions that you had to read more than once? If so, what needed to be read more than once? Participant response. Although four participants indicated that they reread the questionnaire more than once prior to beginning, all participants indicated that they did not have any difficulty understanding how the questions should be answered. Researcher response. None required. Question 5. Was your understanding of the service industry standards questionnaire enhanced by the operational definitions? Is there any information that should be added to the operational standards in the introduction? Which of the 101 operational definitions need to be further clarified? Participant response. Although most people found that the operational definitions were helpful, one person indicated that they were still having problems understanding the term, service quality determinant. Four participants reported having problems with perceived overlap of the definitions. One person indicating having trouble interpreting the service quality determinant tangibles. Another participant had difficulties with distinguishing between equity, enabling/empowering, and reliability categories. Researcher response. The term service quality determinant was addressed in question two response. Question 6. Which service category descriptions were not helpful in writing the standards in the service industry standards questionnaire? Were you able to understand the service category by reading the description? What category descriptions were confusing or required more clarification? Participant response. One person indicated that some of the service quality determinants were redundant, thus believed that some of their standards could have been written under multiple determinants. For example, differentiating between enabling and empowerment were cited as difficult. Researcher response. None required. No majority or substantive suggestion was offered. Question 7. What difficulties did you have with writing the service industry standards? Were the standard categories understandable? If not, what did you have problems understanding? Is there anything that could be more clearly explained? 102 Participant response. Two people expressed having difficulty “pulling the ideas out of their head.” One person indicated that it was sometimes difficult differentiating between categories and so they felt like they were being redundant and another person had difficulty trying to write standards that encompass all types of disabilities. Researcher response. None required. No majority or substantive suggestion was offered. Question 8. Was there any overlap or redundancy in the service quality determinants presented? Would you suggest combining or separating any service determinant categories? Participant response. One person indicated that reliability, competence, credibility seemed to overlap. Another person indicated that humaneness, credibility, courtesy overlapped. Another person viewed courtesy and humaneness as similar. Two other individuals indicated that it seemed that some of the categories could be combined, but were not specific about combinations. Further verbal probing resulted in perceived overlap between humaneness and courtesy; credibility and competence; tangibles and access. Researcher response. The above categories were combined, resulting in a total of 10 service quality determinant categories. Where categories were combined, the original category name and description were retained and presented to the participant to preserve the intent and content of the original service quality determinant. Question 9. Were there any other issues that interfered with your ability to write the standards? What could be added that would make it easier to write the standards? Would you suggest that anything be removed from the questionnaire to make it easier to write the standards? 103 Participant response. One person indicated that overlap in categories made the standards difficult to write, while one person suggested offering the participants a list of standards that could be rated by respondents. Researcher response. None required. This second suggestion was planned for iteration two of the study; hence, understood, but could not be accommodated in iteration one. Question 10. How long did it take you to complete the service standards (actual study) portion of the questionnaire? Participant response. Most people indicated that it took them between 25-30 minutes to complete the study. One person indicated that it took 1.5 hours to complete and one person indicated that it took 3-4 hours to complete. Researcher response. None required. The majority of participants completed the questionnaire for iteration one within the indicated time frame. Given that the pilot study questions were absent from the actual questionnaire for iteration one, no adjustment to questionnaire length was required. Iteration One Of the potential candidate pool, 40 disability inclusion experts and 40 consumers with disabilities were selected to participate in the iteration one survey. The participants chosen for iteration one were selected because they (a) met the participant selection criteria, (b) stratified across professional work environments within the service industry, and (c) stratified across areas of expertise related to disability and inclusion. Iteration one participants were sent a link to the survey via email with a designated deadline date of two weeks. During the designated two-week time period, participants were sent three reminders, each approximately 4 days apart. At the completion of the 2-week period, 30 experts and 32 consumers returned usable 104 questionnaires. The raw iteration one questionnaire yielded a total of 1,468 raw responses that were distributed across 10 service quality determinant categories. Table 4.1 illustrates the distribution of responses across categories. Table 4.1 Distribution of the Number of Iteration Raw Responses Across Service Determinant Categories Service Determinant Category Understanding/Knowing the Customer Responsiveness Access & Tangibles Reliability Competence & Credibility Communication Security Humaneness & Courtesy Enabling & Empowerment Equity Number of Raw Responses 150 157 174 124 162 143 138 149 147 124 During the formative check of reliability, the coders discovered numerous entries that could not qualify as standards for several reasons. These included (a) the standard was incomplete, (b) what was written was not considered a standard as per the operational definition and examples offered in the study, or (c) the participant used the space to state his or her opinion rather than offer a standard. For example, one participant spoke about her experience at a concert whereby she passed out waiting in line, while another participant wrote about litigation that occurred resulting from a dispute with a lifeguard. The coders discovered that many of the standards developed by participants appeared numerous times within each category. In instances where a standard did not 105 exist as per the operational definition, the item was eliminated. A total of 196 items were eliminated reducing the number of raw standards from 1,468 to 1,272. During a second formative reliability check, the coders discovered that numerous standards had redundant entries (see table 4.2). For each standard where there were redundancies, the coders extracted the most salient and core elements of each standard and combined the information to develop one comprehensive standard per redundant standard. This procedure resulted in a total of 134 standards that were then used for the summative check of reliability. Table 4.2 Number of Redundant Occurrences of Written Standards at Formative Reliability Check Standard Name Understanding/Knowing Customer Training Disability awareness Hidden disabilities Models of disability Exposure to disability Disability rights Simulations Return on investment Myths & misconceptions Employee orientation Disability-appropriate approaches Professional associations Disability market Responsiveness Approach Request response Helping Complaints Access problems Response tracking Strategic plans Mission statement Monitor parking Problem resolution Access & tangibles Legislation Barriers Accessible routes Information technology Computer technologies Service environments Scooters/wheelchairs Occurrences 26 33 26 2 7 3 7 5 8 6 8 5 6 11 11 9 14 8 6 9 5 2 4 12 8 7 16 5 11 4 106 Maintenance Website access Alternatives to physical access Accessible entrances Adjacent parking Service desks Product placement Snow/ice removal Anti-slip surfaces Coat closets Transportation Equipment Maintenance Product/service access Attitude Provision of generic equipment Reliability Training consistency Assessment Website evaluation Follow-through Evaluation & metrics Access audits Service consistency Competence & Credibility Assistive technology Accommodations Ethics Support materials Partnership Human capital Available accommodations Inclusive policies and procedures Employee peer mentoring Employee incentives “Go-to” employees Company culture Communication Service animals Interaction People-first terminology Employment American sign language Direct communication Positive language Accessibility features Website feedback Business literature Malfunction communication Intercom service Signage for assistance request Clear signage Deaf communication devices Display racks/shelves Accessibility symbols Inclusion/accommodation statement Service pager Communication service quality performance Marketing materials 7 11 6 2 4 7 9 5 7 3 17 7 11 22 7 8 11 17 9 16 17 8 9 13 7 5 11 7 9 7 5 5 7 3 21 25 11 17 7 9 21 9 7 27 6 3 19 7 9 3 7 9 3 7 7 107 Marketing accommodations Visual representation Videos/webcasts/webinars Registration/enrollment Security Emergency standards Contingency plan Privacy of records/transactions Currency exchange Staff identification Emergency drills Evacuation policy Lifting/handling customers Emergency consultation Individualized emergency alert Accessible exits Safety escorts Warning signals Evacuation chair Humaneness and Courtesy Referral sources Patience Private space Triggers Disability etiquette Referrals Cleanliness Priority entrance and seating Rest areas Carrying merchandise Cleaning supplies Personal property Respect for personal space Respect for equipment/service animals Staggered service offerings Enabling & empowerment Customer peer mentoring Expectations Personal shopper Asking Monitor Service technology Customer engagement Choice Clarification of expectations Assumptions Equity Service offerings Response time Maps of accessible routes Service practice Fees Financial support 10 13 11 13 11 14 13 1 8 11 12 11 3 10 5 2 13 4 8 15 7 4 18 12 7 5 7 9 2 9 11 17 1 5 7 4 9 7 7 11 7 6 22 17 9 9 27 9 4 Inter-coder Reliability 108 Following the summative check of reliability, inter-coder agreement was measured using Krippendorf’s alpha. Information required for calculating Krippendorf’s alpha includes (a) the number of coders, (b) level of data, (c) number of categories for coding, (d) missing data, and (e) the size of the sample being coded. For this study, the number of observers was two. The data level was nominal. The number of categories was ten. There was no missing data. The sample included 134 standards. ReCal2, a online Krippendorf’s Alpha reliability calculator, was used to calculate inter-coder reliability. In order to determine alpha, the researcher constructed a data matrix where each coder independently entered data that reflected incidence of each standard’s assignment to an appropriate service determinant category based upon the codebook developed for this study (see appendix E). Following matrix construction, the matrix was uploaded to ReCal2 and alpha was calculated. Krippendorf’s alpha scores range from 0.0 to 1.0 (Krippendorf, 2004). Inter-coder reliability for the content analysis was .893, demonstrating an acceptable level of inter-coder reliability for the content analysis portion of this study. Pilot Study Two Before conducting iteration two, the same 15 participants (8 experts and 7 consumers) who were selected to participate in the first pilot study were sent the iteration two questionnaire. Each pilot study two participant was asked to complete the iteration two questionnaire, answer 10 follow-up questions and, subsequently, participate in a cognitive telephone interview to verbally probe and clarify written responses to posed questions. A summary that includes each pilot study question that was asked, participant 109 responses and the researcher’s response is presented for each of the pilot study’s ten questions. Question 1. Which statements in the introduction of service industry standards questionnaire could be restated or reworded more clearly for participants? Please identify the specific statement and how you suggest rewording, if applicable. Participant response. Overall, most respondents believed that the introduction was clear. One participant suggested removing handicapped from parking terminology and replace with the term accessible. Another participants suggested reviewing the acronyms for consistency throughout the introduction. Researcher response. Acronyms were reviewed and changed for consistency. The term handicapped was retained because that was the term used in most legislation. Question 2. What information would you suggest, if any, to be added to the introductory statement regarding the nature of the study? Please specify how the additional information would help the participant. Participant response. Most respondents indicated no changes needed and that the explanation was clear. One participant suggested that the type of service industry be specified because it would make a difference if the service was a mom and pop store or a large establishment. One respondent indicated that it would be difficult to not rank all of the standards as highly important given expert bias toward assisting customers with disabilities. Researcher response. The introduction was changed to indicate that the standards were meant to be universal and not specific to type of industry and/or type of disability. This was intended purposely to not narrow the respondents’ perceptions of importance relative to specific situations or instances in order to develop a broad, 110 universal set of service standards that could be applied across the service industry. Question 3. Which sentences in the questionnaire directions could be more clearly written? Please identify the specific sentences and how you would suggest that they be reworded. Participant Response. Most participants believed that the directions were clear. One participant suggested removal of personal shopper, as it was believed that the term was retail industry specific. Also, two spelling errors were noted. Researcher response. The two spelling errors were corrected and the term personal shopper was retained, as it was a core standard component suggested by numerous participants in iteration one and has application beyond retail (e.g., entertainment, finance, repair). Question 4. After reading through the directions, what did you have difficulty understanding about how the questionnaire was to be completed? Were there any specific instructions that you had to read more than once? If so, what needed to be read more than once? Participant Response. No difficulties were noted. Researcher response. None required. Question 5. How has your understanding of the service industry standard questionnaire enhanced by the operational definitions? Is there any information that should be added? Which of the operational definitions need to be further clarified? Participant response. Most participants found that the operational definitions were helpful to understanding the questionnaire and that no additional information was needed. One participant suggested that any clarification should be specific to the 111 organization and not required by this study. Another participant suggested ensuring that all acronyms were spelled out. Researcher response. Acronyms that were not common to most people (e.g., WC3, WAI, ADAAG) were spelled out. Question 6. What difficulties did you have with rating the service industry standards? Was the rating scale understandable? If not, what did you have problems understanding? Is there anything that could be more clearly explained about the rating scale? Participant response. Most participants liked the rating scale and believed that the scale was well understood. Three participants indicated that they would have difficulty generalizing the standards across the service industry and found themselves working hard to rate the standards from a universal perspective. One participant did not like the not sure rating for the middle rating, but did not specify why nor offered an alternative rating term. Another participant indicated that certain standards, such as those that involved employee training, were evident within many of the service determinant categories. This caused some perception of redundancy even thought the training content was different within each category. Researcher response. Because no substantive suggestions were offered, no revisions were made in response. Question 7. Which service determinant category descriptions were not helpful in rating the standards in the service industry standards questionnaire? Were you able to understand the service determinant category by reading the description? What category descriptions were confusing or required more clarification? 112 Participant response. Service category descriptions were well understood by most participants. Again, there was some perception of overlap, although it was noted that none technically existed. Additionally, one participant believed that there should be different sets of standards depending on the size and type of industry. It was noted, however, that creating different sets of standards was not the intent of this study. Researcher response. None required. Question 8. Were there any other issues that interfered with your ability to rate the standards? What could be added that would make it easier to rate the standards? Would you suggest that anything be removed from the questionnaire to make it easier to rate the standards? Participant response. One participant indicated that questions were repeated from a different perspective, which caused pause in consideration of what was deemed most important. This participant suggested further consolidating the questions as they relate to training employees to understand, provide mindful customer service and to understand the best way to intervene when problems arise covers most situations. Another participant indicated that there was a need to distinguish between the terms business, businesses, customer service, business personnel, employees, personnel, company, etc. The participant suggested adopting one definition for each of the terms and specifying the term you are referring to within each section. Researcher response. Consolidation of responses was not appropriate at this stage of the study and so was not done. Additionally, the terms used in the development of the standards were varied, but originated from the participant responses to iteration one. The research methodology did not support the researcher making any content changes to the standards’ terms and, thus, the terms remained as stated. 113 Question 9. How long did it take you to complete the service standards questionnaire? Participant response. Most participants complete the questionnaire within 25-30 minutes. One participant indicated that it took 45 minutes to complete, with distractions. Researcher response. None required. Question 10. Additional Comments. Participant response. Most participants were complimentary and supportive of the research being conducted. One participant indicated that the submit button did not appear at the bottom of the questionnaire. Researcher response. The submit button was checked to ensure that it appeared for both the consumer group and expert group questionnaires. Iteration Two The iteration two questionnaire was developed to offer participants a first attempt to rate the standards regarding the importance of the standard for providing service quality to customers with disabilities. Participants were asked to rate each standard developed during iteration one on a five point rating scale (1=highly important, 5=not important). Identical questionnaires were sent to all participants who completed iteration one and each participant was given a total of two weeks to complete the questionnaire. During the two-week time period, participants who had not completed the questionnaire were sent reminders. A total of three reminders were sent via email to participants in order to achieve maximum participation. A total of 27 disability inclusion experts and 25 consumers completed the questionnaire by the deadline date. For each of the 134 standards, descriptive statistics were calculated to discern measures of central tendency and standard deviation. To develop the iteration three 114 questionnaire, descriptive statistics were calculated and presented separately for the group of consumers and the group of disability inclusion experts (see tables 4.3 and 4.4). Box and whisker plots of standards were also graphed for each of the two groups to (a) identify standards that had substantial outliers based on measures of central tendency and inter-quartile range, and (b) to develop a recommended rating for each standard in order to prepare the iteration three questionnaire. If a box and whisker plot indicated 4 or more outlier or extreme values (denoted by o and *), the standard was considered a controversial standard. Controversial standards for each group of participants indicated that 4 or more of the participants rated the standard 1.5 or more box lengths above the upper edge of the interquartile range (IQR) as denoted by the box. Controversial standards for the consumer and expert groups are illustrated in figures 4.4 and 4.5, respectively. When preparing the iteration three questionnaire, an asterisk was placed next to the recommended standard rating for any standard that was identified as controversial. The asterisk indicated to participants that the standard required greater attention and consideration. To communicate this meaning to participants, the asterisk was explained and highlighted in yellow in the instructions for the iteration three questionnaire to inform participants of the asterisk’s meaning and need for greater attention to the standard in question. 115 Table 4.3 Descriptive Statistics for Experts following Iteration Two Standard U1 U2 U3 U4 U5 U6 U7 U8 U9 U10 U11 U12 U13 R1 R2 R3 R4 R5 R6 R7 R8 R9 R10 AT1 AT2 AT3 AT4 AT5 AT6 AT7 AT8 AT9 AT10 AT11 AT12 AT13 AT14 AT15 AT16 AT17 AT18 AT19 AT20 AT21 AT22 REL1 REL2 REL3 REL4 REL5 REL6 REL7 CC1 CC2 CC3 CC4 CC5 CC6 CC7 CC8 CC9 CC10 CC11 CC12 COM1 Mean 2.77 3.19 1.23 2.19 1.54 3.08 1.65 1.65 1.73 1.54 1.73 3.00 1.88 1.85 2.31 2.81 1.65 2.15 1.38 1.32 1.42 1.54 2.04 1.65 1.58 1.42 1.92 2.58 1.35 1.27 1.46 1.62 1.23 1.31 1.46 1.54 1.62 1.46 1.31 1.65 1.54 1.50 1.65 1.27 1.92 1.50 1.35 1.88 1.92 1.54 1.88 1.81 1.69 1.73 1.50 1.62 1.96 1.85 1.81 1.65 2.12 2.65 1.81 1.46 1.69 Median 2.00 3.50 1.00 2.00 1.00 3.50 1.00 1.00 1.00 1.00 1.50 3.00 2.00 2.00 2.00 3.00 1.00 2.00 1.00 1.00 1.00 1.00 2.00 1.00 1.50 1.00 2.00 2.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.50 1.00 1.00 1.50 1.00 2.00 1.00 1.00 2.00 2.00 1.00 2.00 2.00 1.50 1.50 1.00 2.00 2.00 .150 2.00 2.00 2.00 2.00 2.00 1.00 1.50 Mode 2.00 4.00 1.00 2.00 1.00 4.00 1.00 1.00 1.00 1.00 1.00 4.00 1.00 2.00 3.00 3.00 1.00 2.00 1.00 1.00 1.00 1.00 2.00 1.00 1.00 1.00 1.00 2.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 2.00 1.00 1.00 1.00* 1.00 1.00 1.00 1.00 1.00 1.00 1.00 2.00 1.00 1.00 1.00 1.00* 2.00 2.00 2.00 1.00 1.00 SD 1.51 1.30 0.51 1.09 0.95 1.16 1.02 0.94 1.12 0.82 0.87 1.10 0.99 0.88 1.12 1.33 0.94 1.08 0.64 0.64 0.64 0.81 0.87 0.85 0.64 0.64 0.94 1.03 0.56 0.68 0.86 0.80 0.59 0.74 0.65 0.76 0.90 0.81 0.74 0.80 0.81 0.65 0.75 0.72 0.74 0.76 0.56 0.86 0.89 0.86 1.03 0.80 0.84 0.92 0.86 0.70 0.99 1.05 0.94 0.75 0.91 1.23 0.75 0.65 0.79 IQR 1.00 2.75 1.00 2.00 1.00 2.75 1.00 1.00 1.00 1.00 1.00 2.75 2.00 1.00 1.00 3.00 1.00 2.00 1.00 1.00 1.00 0.00 0.00 0.00 0.00 0.75 1.75 2.50 1.00 0.75 1.00 1.00 1.00 0.75 1.00 1.00 1.00 0.00 0.00 1.00 1.00 1.00 1.00 0.00 2.00 1.00 1.00 1.00 1.00 0.00 1.00 1.00 1.00 1.00 1.00 1.00 2.00 2.00 1.00 1.00 2.00 2.75 2.00 0.75 1.00 COM2 1.81 1.50 COM3 1.35 1.00 COM4 1.27 1.00 COM5 1.62 1.00 COM6 1.35 1.00 COM7 1.96 2.00 COM8 2.85 3.00 COM9 1.23 1.00 COM10 1.58 1.00 COM11 1.88 2.00 COM12 2.23 2.00 COM13 1.69 1.50 COM14 1.46 1.00 COM15 1.65 1.00 COM16 2.19 2.00 COM17 1.92 2.00 COM18 1.88 2.00 COM19 2.88 3.00 COM20 2.35 2.00 COM21 1.81 2.00 COM22 2.00 2.00 COM23 1.62 1.00 COM24 1.69 2.00 COM25 1.65 1.50 S1 2.04 2.00 S2 1.23 1.00 S3 1.58 1.00 S4 1.15 1.00 S5 1.12 1.00 S6 1.12 1.00 S7 3.27 3.00 S8 2.38 2.00 S9 1.58 1.00 S10 2.00 2.00 S11 1.54 1.00 S12 2.46 2.00 S13 1.35 1.00 S14 1.54 1.00 HC1 1.38 1.00 HC2 1.77 2.00 HC3 1.31 1.00 HC4 2.73 3.00 HC5 2.04 2.00 HC6 1.31 1.00 HC7 2.19 2.00 HC8 2.08 2.00 HC9 1.65 1.00 HC10 1.77 2.00 HC11 3.08 3.00 HC12 1.38 1.00 HC13 1.35 1.00 HC14 1.23 1.00 HC15 2.38 2.50 EE1 1.58 1.00 EE2 1.85 2.00 EE3 1.85 2.00 EE4 2.23 2.00 EE5 1.77 1.50 EE6 2.54 2.00 EE7 1.88 2.00 EE8 2.15 2.00 EE9 1.58 1.00 EE10 1.92 2.00 E1 1.35 1.00 E2 1.31 1.00 E3 1.65 1.00 E4 1.27 1.00 E5 1.23 1.00 E6 1.88 1.50 • Multiple modes exist. The smallest value is shown. 116 1.00 1.00 1.00 1.00 1.00 1.00 3.00 1.00 1.00 1.00 2.00 1.00 1.00 1.00 2.00 2.00 1.00* 3.00 2.00 1.00 1.00 1.00 2.00 1.00 2.00 1.00 1.00 1.00 1.00 1.00 3.00 2.00 1.00 1.00 1.00 2.00 1.00 1.00 1.00 1.00 1.00 2.00 2.00 1.00 1.00 2.00 1.00 1.00 3.00 1.00 1.00 1.00 1.00 1.00 1.00 2.00 1.00 1.00 2.00 1.00* 1.00* 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.13 0.63 0.60 0.80 0.56 1.08 1.22 0.43 0.76 0.91 1.11 0.79 0.71 0.89 1.10 0.94 1.07 1.40 1.20 0.94 1.06 0.85 0.68 0.75 1.08 0.51 0.86 0.37 0.33 0.33 1.28 1.13 0.76 0.96 0.95 1.21 0.56 0.99 0.64 0.95 0.55 1.19 0.92 0.62 1.23 0.74 0.80 0.82 1.23 0.64 0.56 0.43 1.24 0.95 0.97 0.88 1.14 0.95 1.17 0.86 1.12 0.95 1.06 0.63 0.55 0.80 0.60 0.65 1.14 1.75 1.00 1.00 1.00 1.00 2.00 2.75 1.00 1.00 1.75 2.00 1.00 1.00 2.00 1.75 1.00 1.00 3.75 2.00 2.00 1.00 1.00 1.00 1.00 1.75 0.75 1.00 0.00 0.75 0.75 2.75 2.75 2.00 1.75 0.75 2.75 0.00 1.75 0.00 1.00 0.00 2.00 1.00 1.00 3.00 3.00 1.00 1.00 2.00 1.00 1.00 1.00 2.50 1.00 2.00 1.00 1.75 1.00 1.75 2.00 2.00 2.00 2.00 1.00 1.00 1.75 1.75 0.00 1.00 117 Table 4.4 Descriptive Statistics for Consumers Following Iteration Two Standard U1 U2 U3 U4 U5 U6 U7 U8 U9 U10 U11 U12 U13 R1 R2 R3 R4 R5 R6 R7 R8 R9 R10 AT1 AT2 AT3 AT4 AT5 AT6 AT7 AT8 AT9 AT10 AT11 AT12 AT13 AT14 AT15 AT16 AT17 AT18 AT19 AT20 AT21 AT22 REL1 REL2 REL3 REL4 REL5 REL6 REL7 CC1 CC2 CC3 CC4 CC5 CC6 CC7 CC8 CC9 CC10 CC11 CC12 COM1 Mean 2.04 2.96 1.71 2.00 1.71 2.29 1.67 1.58 1.88 1.50 1.63 2.88 2.00 1.92 1.79 2.67 1.67 2.83 1.42 1.54 1.42 1.42 1.96 1.75 1.71 1.38 2.04 2.42 1.50 1.38 1.63 1.71 1.42 1.38 1.79 1.67 1.71 1.38 1.25 1.96 1.63 1.46 1.83 1.33 2.33 1.79 1.63 1.67 1.79 1.33 1.75 1.75 1.88 1.58 1.58 1.67 2.00 2.08 1.54 1.54 2.29 2.96 2.08 1.38 1.67 Median 2.00 3.00 1.00 1.00 1.00 2.00 1.00 1.00 2.00 1.00 1.00 3.00 1.50 2.00 1.00 3.00 1.00 3.00 1.00 1.00 1.00 1.00 2.00 2.00 1.00 1.00 2.00 2.00 1.00 1.00 1.00 1.00 1.00 1.00 2.00 1.00 1.00 1.00 1.00 2.00 1.00 1.00 1.00 1.00 2.00 1.00 1.00 1.50 2.00 1.00 2.00 2.00 1.00 1.00 1.00 1.50 1.50 2.00 1.00 1.00 2.00 3.00 2.00 1.00 1.00 Mode 2.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 2.00 1.00 1.00 1.00 2.00* 1.00 1.00 1.00 1.00 2.00 1.00 1.00 1.00 1.00 2.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 2.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 2.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 2.00 1.00* 1.00 1.00 1.00 SD 1.16 1.52 1.27 1.35 1.08 1.49 1.20 0.72 1.12 0.93 0.97 1.48 1.251 0.97 1.10 1.63 0.92 1.37 0.88 0.98 0.78 0.97 1.22 0.94 0.99 0.88 1.23 1.21 0.89 0.88 0.92 1.04 0.88 0.88 1.02 1.01 1.04 1.01 0.84 0.99 1.14 0.93 1.24 0.87 1.37 1.22 1.01 0.68 0.88 0.87 0.79 0.85 1.23 1.06 0.97 0.92 1.18 1.21 0.93 0.93 1.20 1.49 1.32 0.88 1.01 IQR 2.25 2.00 0.00 2.00 1.00 2.00 1.00 1.00 1.00 1.00 1.00 2.00 2.00 1.00 2.00 2.25 1.00 2.00 1.00 1.00 1.00 1.00 1.25 1.00 1.00 1.00 2.00 1.00 1.00 0.00 1.00 1.00 0.00 0.00 1.00 1.00 1.00 1.00 0.00 1.00 1.00 1.00 1.00 0.00 1.25 1.00 1.00 1.25 2.00 1.00 1.25 1.25 1.00 1.00 1.00 1.00 1.25 2.00 1.00 1.00 2.00 2.00 1.00 1.00 1.00 COM2 1.79 1.00 COM3 1.71 1.00 COM4 1.46 1.00 COM5 1.63 1.00 COM6 1.58 1.00 COM7 2.04 1.50 COM8 3.13 3.00 COM9 1.58 1.00 COM10 1.50 1.00 COM11 1.88 1.00 COM12 2.08 2.00 COM13 1.71 1.00 COM14 1.75 1.00 COM15 2.00 1.00 COM16 1.83 1.00 COM17 1.67 1.00 COM18 2.00 2.00 COM19 2.96 3.00 COM20 2.42 2.50 COM21 2.08 2.00 COM22 2.04 2.00 COM23 1.79 1.00 COM24 1.63 1.00 COM25 1.58 1.00 S1 1.88 1.00 S2 1.46 1.00 S3 1.63 1.00 S4 1.29 1.00 S5 1.38 1.00 S6 1.42 1.00 S7 2.42 2.00 S8 2.13 1.00 S9 1.88 1.00 S10 1.96 1.50 S11 1.58 1.00 S12 2.88 3.00 S13 1.29 1.00 S14 1.71 1.00 HC1 1.21 1.00 HC2 1.63 1.00 HC3 1.29 1.00 HC4 2.25 2.00 HC5 1.67 1.00 HC6 1.42 1.00 HC7 2.50 2.00 HC8 2.33 1.50 HC9 1.83 2.00 HC10 1.71 1.00 HC11 3.21 3.00 HC12 1.50 1.00 HC13 1.46 1.00 HC14 1.42 1.00 HC15 2.58 2.50 EE1 1.79 1.00 EE2 2.04 2.00 EE3 1.75 1.00 EE4 2.00 1.00 EE5 1.88 2.00 EE6 2.79 3.00 EE7 1.96 2.00 EE8 2.17 2.00 EE9 2.25 2.00 EE10 2.33 2.00 E1 1.58 1.00 E2 1.46 1.00 E3 1.88 1.00 E4 1.79 1.00 E5 1.42 1.00 E6 2.04 1.00 * Multiple modes exist. The smallest value is shown. 118 1.00 1.00 1.00 1.00 1.00 1.00 3.00* 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00* 1.00 1.00 1.00 2.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00* 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 2.00 1.00 1.00 1.00 1.00* 1.00 1.00 1.00 1.00 1.00* 3.00 1.00 1.00* 1.00 1.00* 1.00 1.00 1.00 1.00 1.00 1.00 1.22 1.04 0.93 1.17 1.06 1.27 1.48 1.02 0.93 1.19 1.21 1.08 1.11 1.35 1.27 1.20 1.25 1.63 1.25 1.14 1.16 1.18 0.97 0.97 1.45 1.02 1.14 0.86 0.88 0.92 1.47 1.45 1.28 1.27 1.77 1.45 0.86 1.16 0.83 0.97 0.74 1.36 0.96 0.88 1.38 1.55 1.05 1.04 1.32 0.93 0.93 0.97 1.28 1.28 1.12 1.07 1.38 1.04 1.29 1.12 1.17 1.33 1.37 0.97 0.93 1.19 1.14 1.02 1.52 1.00 1.00 0.00 1.00 1.00 2.00 1.25 0.25 1.00 2.00 2.00 1.00 1.00 1.00 2.25 1.00 1.00 1.25 2.25 1.00 2.00 1.00 1.00 1.00 1.25 0.00 1.00 0.00 0.00 0.00 2.25 1.25 1.00 2.00 1.00 2.25 1.00 1.00 1.00 1.00 1.00 2.00 1.25 0.25 2.00 1.25 1.00 1.25 2.00 1.00 1.00 0.25 2.00 1.00 1.25 1.00 2.00 1.00 1.00 1.25 2.00 1.00 2.00 1.00 1.00 1.00 0.00 0.00 1.25 119 Standard R9 AT15 REL5 S4 S13 HC3 HC14 E5 E6 Standard Description The company monitors appropriate use of handicapped/accessible parking spaces and notify authorities of violations. External access routes are prioritized for ice and snow removal. There is an accessible strategy for obtaining feedback from customers regarding service quality (e.g., focus groups, surveys, interviews, mystery shopper program). When exchanging money with someone who is blind, the company provides a second employee who will observe and concur with the transaction. All auditory signals warning of an emergency will have a visual equivalent and vice versa. A private room/space is provided where customers with disabilities can take care of any disability-‐related issues/needs. Personnel refrain from removing, touching or handling a customer’s personal equipment and/or service animals without the customer’s prior permission. Businesses charge the same fees for services, even when providing an accommodation, as is charged to all other customers. The company has designated financial support for the inclusion of customers with disabilities in its programs and services. # of Outliers 5 4 5 4 4 4 5 5 5 Figure 4.4 Controversial standards-consumer group following iteration two. X-axis: standard, Y-axis: rating. 120 Standard U3 AT10 S2 S4 HC6 E4 E5 Standard Description Training is provided on how to interact with and offer inclusive services to customers with disabilities that are not readily visible. Alternatives to physically accessing a service environment to obtain assistance (e.g., email, virtual assistant) are offered. The company has a contingency plan when accessible features (e.g., elevators, doors) are malfunctioning. When exchanging money with someone who is blind, the company provides a second employee who will observe and concur with the transaction. Businesses that are not able to accommodate a customer should provide a “warm hand-‐off” to an appropriate referral source. All customer service practices followed for individuals without disabilities are also followed when providing customer service to people with varying abilities. Businesses charge the same fees for services, even when providing an accommodation, as is charged to all other customers. # of Outliers 5 4 5 4 5 4 4 Figure 4.5 Controversial standards-expert group following Iteration two. X-axis: standard, Y-axis: rating. 121 Iteration two hypotheses and levels of agreement. To test the level of agreement within each group of consumers and to test agreement within the group of experts, and consumers and experts combined, Kendall’s W, a non-parametric statistic was calculated using SPSS v.20. Further analysis of Kendall’s W was conducted using Schmidt’s (1997) interpretation of Kendall’s W. Confidence in ranks of significant Kendall’s W measures were interpreted as very weak agreement (W > 0.1), weak agreement (W > 0.2), moderate agreement (W > 0.5), strong agreement (W > 0.6), or unusually strong agreement (W > 0.7). Outcomes for each of three iteration two hypotheses follow. Hypothesis one. The first iteration two hypothesis tested the level of agreement within the group of consumers with disabilities. H0: There is no agreement in standards ratings within the group of consumers with disabilities. H1: There is agreement in standards ratings within the group of consumers with disabilities. For hypothesis one, the null hypothesis was rejected (W=.213, p<.001). Although significance was reached, this finding demonstrated a weak level of agreement of standards ratings within the group of consumers with disabilities. Hypothesis two. The second iteration two hypothesis tested the level of agreement within the groups of experts with disabilities. H0: There is no agreement in standards ratings within groups of disability inclusion experts. H1: There is agreement in standards ratings within the group of disability inclusion experts. For hypothesis two, the null hypothesis was rejected (W=.233, p<.001). Although significance was reached, this finding demonstrated a weak level of agreement of standards ratings within the group of disability inclusion experts. 122 Hypothesis three. The third iteration two hypothesis tested the level of agreement within the groups of consumers and disability inclusion experts combined. H0: There is no agreement in standards ratings within the group of all participants. H1: There is agreement within the group of all participants. The null hypothesis was rejected (W=.206, p<.001). Although significance was reached, this finding demonstrated weak agreement in standards ratings within the groups of consumers and disability inclusion experts combined. Although the level of agreement within all groups tested resulted in agreement, Kendall’s measure of concordance was used again in iteration three to measure consistency of agreement and any changes in level of agreement that may have occurred from iteration two to iteration three. Reliability. Following completion of iteration two, Chronbach’s alpha was calculated to measure internal consistency of the second questionnaire. For both groups combined, alpha was .99. The closer that Cronbach’s alpha coefficient is to 1.0, the greater the internal consistency of the items in the scale. These findings indicated a high level of internal consistency for the iteration two questionnaire. Iteration Three In the third iteration, participants had the opportunity to rate the standards’ importance, with an understanding of iteration two results. The researcher prepared two versions of the iteration three questionnaire, one for disability inclusion experts and one for consumers. A single questionnaire was sent to each participant and participants were again asked to rate the standards using the same 5-point, Likert-type scale developed for the iteration two questionnaire. Participants were offered two weeks to complete the iteration three questionnaire and sent three reminders during the two-week period. A 123 total of 48 participants completed the iteration three questionnaire, including 25 disability inclusion experts and 23 consumers with disabilities. Descriptive statistics were calculated that included measures of central tendency (mean, median and mode), standard deviation and interquartile range. Because two versions of the iteration three questionnaire were prepared, one for experts and one for consumers, descriptive statistics were calculated and presented separately for each group (see Tables 4.5 and 4.6). Box and whisker plots were again graphed for each standard to identify standards that had substantial outliers based on measures of central tendency and inter-quartile ranges. Box and whisker plots in iteration three indicated no substantial outliers meaning 4 or more outlier or extreme values (denoted by o and/or * respectively) for any one of the standards. Additionally, interquartile ranges indicated no large discrepancies, when compared to the measures of central tendency that would affect the final standard rankings. These findings were consistent with movement toward consensus consistent with Delphi methodology. Table 4.5 Descriptive Statistics for Experts Following Iteration Three Standard U1 U2 U3 U4 U5 U6 U7 U8 U9 U10 U11 U12 U13 R1 R2 R3 R4 R5 R6 R7 R8 R9 R10 AT1 Mean 1.88 3.00 1.44 2.80 1.16 3.40 2.00 1.24 1.44 1.16 1.36 3.20 1.68 1.76 1.44 1.84 1.44 2.04 1.92 1.76 1.32 1.76 1.48 1.76 Median 2.00 3.00 1.00 3.00 1.00 4.00 1.00 1.00 1.00 1.00 1.00 3.00 2.00 2.00 1.00 1.00 1.00 2.00 2.00 2.00 1.00 2.00 1.00 1.00 Mode 2.00 3.00 1.00 2.00* 1.00 4.00 1.00 1.00 1.00 1.00 1.00 3.00 2.00 2.00 1.00 1.00 1.00 2.00 2.00 2.00 1.00 2.00 1.00 1.00 SD 0.83 1.12 1.04 0.96 0.47 1.08 1.32 0.66 0.77 0.47 0.86 1.19 0.63 0.60 0.82 1.07 0.87 0.74 0.81 0.78 0.99 0.72 0.77 1.05 IQR 1.00 2.00 0.00 2.00 0.00 1.00 2.00 0.00 1.00 0.00 0.00 2.00 1.00 1.00 1.00 1.50 0.50 0.00 1.00 1.00 0.00 1.00 1.00 1.00 AT2 AT3 AT4 AT5 AT6 AT7 AT8 AT9 AT10 AT11 AT12 AT13 AT14 AT15 AT16 AT17 AT18 AT19 AT20 AT21 AT22 REL1 REL2 REL3 REL4 REL5 REL6 REL7 CC1 CC2 CC3 CC4 CC5 CC6 CC7 CC8 CC9 CC10 CC11 CC12 COM1 COM2 COM3 COM4 COM5 COM6 COM7 COM8 COM9 COM10 COM11 COM12 COM13 COM14 COM15 COM16 COM17 COM18 COM19 COM20 COM21 COM22 COM23 COM24 COM25 S1 S2 S3 S4 S5 S6 S7 124 1.32 1.20 1.40 1.88 1.20 1.28 1.24 1.28 1.56 1.28 1.20 1.20 1.36 1.36 1.24 1.32 1.28 1.24 1.52 1.20 2.00 1.56 1.28 1.56 1.80 1.40 1.28 1.80 1.52 1.32 1.24 1.76 1.92 1.60 1.64 1.56 1.88 2.40 1.92 1.24 1.48 2.56 1.48 1.24 1.40 1.32 1.60 2.12 1.24 1.36 1.76 2.16 1.24 1.36 1.44 2.04 2.20 1.72 3.00 2.36 1.80 1.92 1.32 1.72 1.32 2.20 1.76 1.40 1.56 1.32 1.16 2.80 1.00 1.00 1.00 2.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 2.00 1.00 1.00 1.00 2.00 1.00 1.00 2.00 1.00 1.00 1.00 2.00 2.00 1.00 2.00 1.00 2.00 2.00 1.00 1.00 1.00 3.00 1.00 1.00 1.00 1.00 1.00 2.00 1.00 1.00 2.00 2.00 1.00 1.00 1.00 2.00 2.00 2.00 3.00 2.00 2.00 2.00 1.00 2.00 1.00 2.00 1.00 1.00 1.00 1.00 1.00 2.00 1.00 1.00 1.00 2.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 2.00 1.00 1.00 1.00 2.00 1.00 1.00 2.00 1.00 1.00 1.00 2.00 2.00 1.00 1.00* 1.00 2.00 2.00 1.00 1.00 1.00 3.00 1.00 1.00 1.00 1.00 1.00 2.00 1.00 1.00 2.00 2.00 1.00 1.00 1.00 2.00 2.00 1.00* 3.00 2.00 1.00 2.00 1.00 1.00* 1.00 2.00 1.00 1.00 1.00 1.00 1.00 1.00 0.85 0.65 0.71 0.66 0.65 0.74 0.66 0.74 0.92 0.84 0.65 0.82 0.90 0.86 0.83 0.90 0.89 0.72 0.82 0.58 0.76 0.82 0.74 0.92 0.87 0.71 0.89 0.82 0.92 0.69 0.83 0.73 0.81 1.04 0.86 0.92 0.83 1.04 1.08 0.66 0.77 1.00 0.92 0.74 0.96 0.75 0.96 1.05 0.60 0.81 0.72 0.75 0.83 0.86 0.87 0.84 0.82 0.79 0.87 0.76 0.96 0.96 0.90 0.79 0.69 1.04 1.09 0.96 0.91 0.85 0.47 1.12 0.00 0.00 1.00 0.50 0.00 0.00 0.00 0.00 1.00 0.00 0.00 0.00 0.00 0.50 0.00 0.00 0.00 0.00 1.00 0.00 0.50 1.00 0.00 1.00 1.00 1.00 0.00 1.00 1.00 0.50 0.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.50 0.00 1.00 1.00 1.00 0.00 0.00 0.00 1.00 2.00 0.00 0.00 1.00 0.00 0.00 0.50 1.00 0.00 0.00 1.00 1.00 1.00 1.00 1.00 0.00 1.00 0.50 2.00 2.00 0.00 1.00 0.00 0.00 2.00 125 S8 1.60 1.00 S9 1.40 1.00 S10 2.04 2.00 S11 1.32 1.00 S12 2.20 2.00 S13 1.32 1.00 S14 1.28 1.00 HC1 1.36 1.00 HC2 1.84 2.00 HC3 1.60 1.00 HC4 2.44 3.00 HC5 1.48 1.00 HC6 1.32 1.00 HC7 1.60 1.00 HC8 2.20 2.00 HC9 1.44 1.00 HC10 1.80 1.80 HC11 3.08 3.00 HC12 1.24 1.00 HC13 1.16 1.00 HC14 1.20 1.00 HC15 2.00 2.00 EE1 1.64 1.00 EE2 1.56 1.00 EE3 1.92 2.00 EE4 1.72 2.00 EE5 2.00 2.00 EE6 2.04 2.00 EE7 1.84 2.00 EE8 2.32 2.00 EE9 1.76 2.00 EE10 1.36 1.00 E1 1.20 1.00 E2 1.16 1.00 E3 1.36 1.00 E4 1.32 1.00 E5 1.44 1.00 E6 1.40 1.00 • Multiple modes exist. The smallest value is shown. 1.00 1.00 2.00 1.00 2.00 1.00 1.00 1.00 1.00 1.00 3.00 1.00 1.00 1.00 2.00 1.00 2.00 3.00 1.00 1.00 1.00 2.00 1.00 1.00 2.00 2.00 2.00 1.00* 2.00 2.00 2.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.04 0.91 0.74 0.75 0.71 0.69 0.74 0.78 1.14 0.76 0.92 0.77 0.69 0.96 0.87 0.92 0.76 0.90 0.66 0.62 0.82 0.87 1.08 0.96 0.95 0.68 0.65 1.06 0.90 0.90 0.88 0.76 0.50 0.47 0.57 0.75 0.82 0.76 1.00 0.50 0.00 0.00 1.00 0.50 0.00 0.50 1.00 1.00 1.00 1.00 0.50 1.00 0.50 1.00 1.00 1.50 0.00 0.00 0.00 0.50 1.00 1.00 1.00 1.00 0.00 1.00 1.00 1.00 1.00 0.50 0.00 0.00 1.00 0.00 1.00 1.00 Table 4.6 Descriptive Statistics for Consumers Following Iteration Three Standard U1 U2 U3 U4 U5 U6 U7 U8 U9 U10 U11 U12 U13 R1 R2 R3 R4 R5 R6 R7 R8 R9 R10 Mean 1.48 1.74 1.17 1.91 1.26 2.65 1.57 1.39 1.65 1.13 1.17 2.48 1.65 2.04 1.52 1.74 1.30 2.35 1.13 1.61 1.17 1.74 1.61 Median 1.00 2.00 1.00 2.00 1.00 2.00 1.00 1.00 2.00 1.00 1.00 2.00 1.00 2.00 1.00 1.00 1.00 2.00 1.00 2.00 1.00 2.00 1.00 Mode 1.00 2.00 1.00 1.00 1.00 2.00 1.00 1.00 2.00 1.00 1.00 2.00 1.00 2.00 1.00 1.00 1.00 2.00 1.00 2.00 1.00 2.00 1.00 SD 0.51 0.45 0.39 1.00 0.62 1.19 0.73 0.50 0.65 0.34 0.39 1.16 0.83 0.78 0.80 1.05 0.56 0.89 0.34 0.58 0.39 0.62 0.72 IQR 1.00 1.00 0.00 2.00 0.00 2.00 1.00 1.00 1.00 0.00 0.00 1.00 1.00 0.00 1.00 1.00 1.00 1.00 0.00 1.00 0.00 1.00 1.00 AT1 AT2 AT3 AT4 AT5 AT6 AT7 AT8 AT9 AT10 AT11 AT12 AT13 AT14 AT15 AT16 AT17 AT18 AT19 AT20 AT21 AT22 REL1 REL2 REL3 REL4 REL5 REL6 REL7 CC1 CC2 CC3 CC4 CC5 CC6 CC7 CC8 CC9 CC10 CC11 CC12 COM1 COM2 COM3 COM4 COM5 COM6 COM7 COM8 COM9 COM10 COM11 COM12 COM13 COM14 COM15 COM16 COM17 COM18 COM19 COM20 COM21 COM22 COM23 COM24 COM25 S1 S2 S3 S4 S5 S6 126 1.70 1.17 1.04 1.39 1.61 1.13 1.74 1.09 1.09 1.35 1.04 1.39 1.26 1.22 1.22 1.04 1.57 1.22 1.17 1.26 1.17 1.91 1.35 1.13 1.39 1.39 1.48 1.43 1.57 1.48 1.17 1.26 1.26 1.65 1.83 1.35 1.09 1.96 2.48 1.70 1.17 1.35 2.04 1.22 1.09 1.35 1.22 1.39 1.78 1.13 1.39 1.22 1.91 1.43 1.17 1.13 1.43 1.30 1.96 2.83 1.96 1.78 1.83 1.09 1.04 1.22 1.26 1.13 1.26 1.00 1.04 1.13 2.00 1.00 1.00 1.00 2.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 2.00 1.00 1.00 1.00 1.00 2.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 2.00 1.00 1.00 2.00 2.00 2.00 1.00 1.00 2.00 1.00 1.00 1.00 1.00 1.00 2.00 1.00 1.00 2.00 1.00 1.00 1.00 1.00 1.00 1.00 2.00 3.00 2.00 2.00 2.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 2.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 2.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 2.00 1.00 1.00 2.00 2.00 2.00 1.00 1.00 2.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 2.00 3.00 2.00 2.00 2.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 0.82 0.39 0.21 0.47 0.50 0.34 1.01 0.42 0.29 0.49 0.21 0.58 0.54 0.42 0.60 0.21 0.59 0.52 0.49 0.54 0.39 1.08 0.57 0.34 0.50 0.58 0.51 0.66 0.66 0.67 0.39 0.45 0.45 0.94 0.72 0.57 0.29 0.77 1.28 0.77 0.49 0.49 0.98 0.52 0.29 0.71 0.42 0.72 0.90 0.34 0.56 0.42 1.00 0.99 0.39 0.34 0.84 0.93 0.77 1.11 0.71 0.60 0.49 0.29 0.21 0.52 0.54 0.34 0.45 0.00 0.21 0.46 1.00 0.00 0.00 1.00 1.00 0.00 1.00 0.00 0.00 1.00 0.00 1.00 0.00 0.00 0.00 0.00 1.00 0.00 0.00 0.00 0.00 1.00 1.00 0.00 1.00 1.00 1.00 1.00 1.00 1.00 0.00 1.00 1.00 1.00 1.00 1.00 0.00 2.00 2.00 1.00 0.00 1.00 2.00 0.00 0.00 1.00 0.00 1.00 1.00 0.00 1.00 0.00 2.00 0.00 0.00 0.00 1.00 0.00 1.00 1.00 1.00 1.00 0.00 0.00 0.00 0.00 0.00 0.00 1.00 0.00 0.00 0.00 S7 S8 S9 S10 S11 S12 S13 S14 HC1 HC2 HC3 HC4 HC5 HC6 HC7 HC8 HC9 HC10 HC11 HC12 HC13 HC14 HC15 EE1 EE2 EE3 EE4 EE5 EE6 EE7 EE8 EE9 EE10 E1 E2 E3 E4 E5 E6 • 127 1.61 1.00 1.30 1.00 1.17 1.00 1.61 1.00 1.09 1.00 2.30 2.00 1.00 1.00 1.09 1.00 1.17 1.00 1.26 1.00 1.04 1.00 1.96 2.00 1.26 1.00 1.09 1.00 1.91 2.00 1.35 1.00 1.39 1.00 1.48 1.00 2.83 3.00 1.13 1.00 1.04 1.00 1.09 1.00 1.96 2.00 1.83 2.00 1.78 2.00 1.83 2.00 1.74 2.00 2.17 2.00 2.00 1.00 1.61 2.00 1.74 1.00 1.48 1.00 2.22 2.00 1.22 1.00 1.09 1.00 1.39 1.00 1.17 1.00 1.17 1.00 1.48 1.00 Multiple modes exist. The smallest value is shown. 1.00 1.00 1.00 1.00 1.00 2.00 1.00 1.00 1.00 1.00 1.00 2.00 1.00 1.00 2.00 1.00 1.00 1.00 3.00 1.00 1.00 1.00 2.00 2.00 2.00 2.00 2.00 2.00* 1.00 1.00* 1.00 1.00 2.00 1.00 1.00 1.00 1.00 1.00 1.00 0.89 0.47 0.39 0.89 0.42 0.93 0.00 0.29 0.39 0.54 0.21 0.83 0.45 0.29 1.04 0.65 0.66 0.90 1.07 0.32 0.21 0.29 0.84 0.94 0.74 0.58 0.70 0.79 1.38 0.72 1.21 0.73 0.90 0.60 0.29 0.66 0.39 0.49 0.79 1.00 1.00 0.00 1.00 0.00 1.00 0.00 0.00 0.00 0.00 0.00 2.00 1.00 0.00 2.00 1.00 1.00 1.00 1.00 0.00 0.00 0.00 0.00 1.00 1.00 1.00 1.00 1.00 2.00 1.00 1.00 1.00 1.00 0.00 0.00 1.00 0.00 0.00 1.00 Iteration three hypotheses and levels of agreement. Five hypotheses were considered in iteration three and were tested using non-parametric statistics. Kendall’s W was used to test (a) the level of agreement within the group of disability inclusion experts, (b) the level of agreement within the group of consumers with disabilities, (c) the change in level of agreement of disability inclusion experts from iteration two to iteration three, and (d) the change in level of agreement of consumers with disabilities from iteration two to iteration three. For the final hypothesis, the Mann-Whitney U test was used to determine any differences between the expert and consumer groups on how they rated the standards. 128 Hypothesis four. The first iteration three hypothesis tested the level of agreement within the group of consumers with disabilities. H0: There is no agreement in standards ratings within the group of consumers with disabilities. H1: There is agreement in standards ratings within the group of consumers with disabilities. For hypothesis four, the null hypothesis was rejected (W=.516, p<.001). This finding demonstrates that there was moderate agreement of standards ratings within the group of consumers with disabilities according to Schmidt’s (1997) interpretation. Hypothesis five. The second iteration three hypothesis tested the level of agreement within the group of disability inclusion experts. H0: There is no agreement in standards ratings within the group of disability inclusion experts. H1: There is agreement in standards ratings within the group of disability inclusion experts. For hypothesis five, the null hypothesis was rejected (W=.561, p<.001). This finding demonstrates that there was a moderate level of agreement of standards ratings within the group of disability inclusion experts. Hypothesis six. The third iteration three hypothesis examined changes in the level of agreement of consumers with disabilities from iteration two to iteration three. H0: There is no change in level of agreement in standards ratings within the group of consumers with disabilities between iteration #2 and iteration #3. H1: There is an increase in the level of agreement in standards ratings within the group of consumers with disabilities between iteration #2 and iteration #3. For consumers with disabilities in iteration three, H0 was rejected (W=.516, p<.001). The results indicate a change in agreement from a low level of agreement in iteration two to a high moderate level of agreement in iteration three. Hypothesis seven. The fourth iteration three hypothesis examined changes in the 129 level of agreement of disability inclusion experts from iteration two to iteration three. H0: There is no change in level of agreement in standards ratings within the group of disability inclusion experts between iteration #2 and iteration #3. H1: There is an increase in the level of agreement in standards ratings within the group of disability inclusion experts between iteration #2 and iteration #3. For disability inclusion experts in iteration three, H0 was rejected (W=.561, p<.001). The results indicate a change in agreement from a low level of agreement in iteration two to a moderate level of agreement in iteration three. Hypothesis eight. The final iteration three hypothesis tested differences between the disability inclusion expert and consumers with disabilities groups on standard ratings. H0: There is no difference between consumers and experts regarding level of agreement in standards ratings. H1: There is a difference between consumers and experts regarding level of agreement in standards ratings. For the majority of standards (n=110), there was no statistically significant difference between consumers with disabilities and disability inclusion experts. For some standards (n=24), there was a statistically significant difference between consumers and experts regarding the standard’s importance to service quality at the p<.05 level. The standards where inter-group agreement was not achieved are outlined in table 4.7. Table 4.7 Mann-Whitney U Test Between Expert and Consumer Groups on Standards where Inter-group Agreement was not Achieved Standard U2 U4 U6 U12 R6 AT17 REL4 CC4 Mann-Whitney U 94.0 151.0 180.0 191.0 122.0 194.0 203.0 172.5 Wilcoxon W 274.0 427.0 456.0 467.0 398.0 519.0 479.0 448.5 Z -4.212 -2.918 -2.286 -2.046 -3.890 -2.333 -1.960 -2.706 Sig. (2-tailed) .000 .004 .022 .041 .000 .020 .050 .007 130 CC8 COM11 COM16 COM17 COM 24 S1 S2 S4 S10 S13 HC2 HC3 HC8 HC10 EE8 EE10 195.5 161.0 150.5 78.0 137.5 128.5 209.5 172.5 188.0 218.5 204.0 161.0 121.0 198.5 164.0 119.0 471.5 437.0 426.5 354.0 413.5 404.5 485.5 448.5 464.0 494.5 480.0 437.0 397.0 474.5 440.0 444.0 -2.516 -2.994 -3.083 -4.742 -3.812 -3.592 -2.121 -3.358 -2.221 -2.482 -2.033 -3.369 -3.720 -2.046 -2.689 -3.771 .012 .003 .002 .000 .000 .000 .034 .001 .027 .013 .042 .001 .000 .041 .007 .000 Reliability. Following completion of iteration three, Chronbach’s alpha was again calculated to measure internal consistency of the third questionnaire. For the group of disability inclusion experts, alpha was .99. For the group of consumers with disabilities, alpha was .97. The closer that Cronbach’s alpha coefficient is to 1.0, the greater the internal consistency of the items in the scale. These findings indicated a high level of internal consistency for both versions of the iteration three questionnaires. Answers to Research Questions During the development of this study, three research questions were posed. The three questions and corresponding answers follow. Research question one. What standards are important for service industry businesses to adopt to improve service quality for consumers with disabilities, according to consumers with disabilities? Answer. According to consumers with disabilities, the standards that are important to adopt include the 134 standards developed in this study represented by ten service quality determinants and three tiers of importance (i.e., essential, critical, basic). A significant level of agreement among consumers regarding the importance of the standards developed in this study was established. It should be noted, however, that 131 consumers placed significantly more importance on two of the standards than did the expert group. These standards were (a) service personnel assuming the same ability and competence of a customer with a disability as they do with customers without disabilities, and (b) having lowered access to storage areas for coats, boots, etc. Research question two. What standards are important for service industry businesses to adopt to improve service quality for consumers with disabilities, according to disability inclusion experts? Answer. According to disability inclusion experts, the standards that are important to adopt include the 134 standards developed in this study represented by ten service quality determinants and three tiers of importance (i.e., essential, critical, basic). A significant level of agreement among experts regarding the importance of the standards developed in this study was established. It should be noted, however, that experts placed significantly more importance on twenty-two of the standards than did the consumer group. These standards included standards related to (a) disability awareness, (b) disability rights, (c) models of disability, (d) involvement of people with disabilities in training programs, (e) business membership to disability-related professional organizations, (f) response time-tracking, (g) follow-through, (h) provision of support materials, (i) awareness of inclusive policies and procedures, (j) communication of accessibility malfunctions, (k) display racks, (l) accessibility symbol on signage, (m) videos/webcasts/webinars, (n) individualized alerts, (o) emergency planning, (p) contingency plans, (q) warning signals, currency exchange, (r) patience, (s) privacy, (t) priority entrance & seating, (u) offering choice and (v) assistance with carrying items. 132 Research question three. What standards are important for service industry businesses to adopt to improve service quality for consumers with disabilities, according to consumers with disabilities and disability subject matter experts combined? Answer. According to disability inclusion experts and consumers with disabilities combined, the standards that are important to adopt include the 134 standards developed in this study represented by ten service quality determinants and three tiers of importance (i.e., essential, critical, basic). A significant level of agreement among experts and consumers combined offers confidence that the 134 standards developed through this study are essential, critical, or basic to service quality. 133 Chapter 5 Summary, Discussion and Recommendations Business standards for improving service quality for customers with disabilities were developed over the course of one year. Research commenced with a literature review and environmental scan during the Spring and Summer of 2012. The study’s methodology was developed during Fall 2012 and institutional review and committee approval was received in early Spring 2013. Two pilot studies, three iterations of the Delphi methodology and data analysis were completed across a five-month period between early Spring and Summer 2013. Final rankings of the standards were completed during Summer 2013. The standards were developed in an attempt to fill service quality gaps found in the literature, as well as offer guidance to businesses that are interested in attracting, serving and retaining customers with disabilities through improved customer service. Given the lack of service quality literature pertaining to customers with disabilities, this research was needed so that businesses can universally design their service policies, procedures and practices to best serve the growing disability market. By offering standards that reflect collective agreement and perspectives of disability inclusion experts and consumers with disabilities, businesses are best able to position their services to maximize service quality. The diversity of study’s participants related to areas of inclusion expertise, service industry experience and types of disability also suggest that the standards developed through this study will help to satisfy the service expectations of the greatest number of people with the least need for accommodation which is the primary goal of universal design (NCSU, 2012). 134 Pilot study and iteration one enabled participants to conceptualize and formulate standards that could serve to stimulate thought and the evaluation of standard content as to each standard’s importance for offering service quality. Pilot study two helped to refine and clarify the second and third iteration questionnaire content. The rating scale served to distinguish standards in terms of their relative importance to service quality and assisted in data analysis and synthesis. Delphi agreement was furthered through a combination of qualitative and quantitative analysis based upon methodology gleaned from studies reviewed in related literature and as outlined in Chapter Three. Care was taken to follow an established and rigorous method for performing the content analysis using Mayring’s (2000) deductive category application procedure and ensuring that inter-coder reliability was acceptable. Non-parametric statistics, as suggested by Stines (2003), offered the most appropriate ordinal data analysis and assisted with discerning agreement between and within Delphi groups. For both iteration two and iteration three, statistical support for intra-group agreement was evident. Hypotheses 1–3 were supported following iteration two and hypotheses 5–8 were supported following iteration three demonstrating both intra- and inter-group agreement. The Mann-Whitney U test indicated some differences between participant group ratings of standards, although differences were minimal. Kendall’s W values demonstrated agreement across iterations two and three, as well as increases in agreement between iterations two and three. These findings suggest that the Delphi methodology encouraged agreement as the process proceeded. Krippendorf’s Alpha and measures of internal consistency provided support for the strength of the content analysis and the survey instruments. The strength of reliability 135 is likely due to the implementation of pilot study one and two. The feedback received from the each pilot study served to improve the questionnaire directions, standard categories, operational definitions, rating scale, and survey length. The use of pilot studies, as recommended by Gliddon (2006), is supported by this study. Summary The development of business standards for improving service quality for customers with disabilities resulted in 134 standards ranked into three tiers of importance: (a) essential, (b) critical, and (c) basic. Most standards developed were rated as essential to service quality (n= 76), followed by critical (n= 54), and basic (n= 4), respectively. A summary of the standards and tiers will be presented in two formats. First, the standards will be presented by service quality determinant category and tier rankings. Second, the standards will be synthesized and then summarized into a more holistic, less compartmentalized, format. This format will offer businesses a more tangible understanding of the study’s findings that can be more practically applied to improve service quality for customers with disabilities. Summary of standards by service quality determinant. To summarize the standards developed within each service determinant category, a text summary is provided, followed by a table that includes each standard and its corresponding description. Each standard is also listed according to its tier ranking and numerical mean rank. Understanding/knowing the customer. For understanding/knowing the customer, Delphi participants identified 13 service standards that would improve service quality for customers with disabilities (see table 5.1). Essential standards included a need to provide employee training during employee orientation that incorporates learning 136 about hidden disabilities, myths and misconceptions, disability-appropriate approaches to engagement and the return on investment for attracting and retaining people with disabilities in their business. It was also deemed essential to involve people with disabilities in the employee orientation to expose employees to people with disabilities. Critical standards included providing training to every level of management and offering training regarding disability models and characteristics of various disabling conditions. It was also suggested that disability simulations be utilized during the training programs and that business adopt a plan for attracting and retaining customers with disabilities. Basic standards included training on disability rights and possessing business membership to professional organizations that address disability and inclusion issues. Table 5.1 Service Quality Standards: Understanding/Knowing the Customer Standard Essential Employee Orientation Description Rank Inclusive customer service training is provided within new employee orientation. 2.29 Hidden Disabilities Training is provided on how to interact with and offer inclusive services to customers with disabilities that are not readily visible. 2.31 Exposure The company involves people with disabilities in training programs. 2.42 Disability-appropriate approaches Training is provided on disability-appropriate approaches to engaging customers with disabilities in programs and services. 2.53 Return on Investment The company understands of the ROI for attracting and retaining people with disabilities for their business. 2.63 Myths & Misconceptions Training is provided regarding common myths and misperceptions of individuals with disabilities. 3.09 The company has a business plan to attract and retain the disability and aging market. 3.33 Training Training regarding serving customers with disabilities is offered to all employees, at every level of management, and to third parties, who act on behalf of the business. 3.36 Simulations The company includes disability simulations as part of their customer service training protocol. 3.57 Models of Disability Training is provided on the various models of disability (e.g., medical, social). 4.71 Disability Awareness Training is provided regarding characteristics/types of various disabling conditions. 4.74 Professional Associations The company has a membership to professional organizations that address disability and inclusion issues. 5.68 Disability Rights Training is provided on the history of disability rights. 6.05 Critical Disability Market Basic 137 Responsiveness. Participants identified 10 service standards that would help businesses be more responsive to the needs of customers with disabilities (see table 5.2). Essential standards included having a mission statement that demonstrates a commitment to serving people with disabilities, a universally accessible process for receiving and responding to complaints, and reasonable response time to requests for accommodations. Critical standards related to tracking response time to requests, resolving problems, strategic plans that incorporate goals for universal access, approaching and assisting customers, and monitoring accessible parking areas for possible violations. No basic standards were identified for this service quality category. Table 5.2 Service Quality Standards: Responsiveness Standard Essential Mission Statement Complaints Request Response Critical Response Tracking Problem Resolution Strategic Plans Monitor Parking Helping Approach Access Problems Description Rank Companies should include a commitment to serving customers with disabilities in their mission statement. 2.49 The company has a universally accessible process (offered in alternative formats) for receiving and responding to complaints. 2.74 Businesses respond to requests for accommodation within an agreed upon and "reasonable" time frame. The company has a system that tracks response time to customer requests. 2.96 3.05 Businesses attempt resolve customer problems/complaints with one transaction/interaction. 3.09 Strategic plans incorporate goals and objectives for addressing universal access to business products & services. 3.37 The company monitors appropriate use of handicapped/accessible parking spaces and notify authorities or violations. 3.50 When observing a customer having difficulty, service personnel approach the customer and ask if he/she needs assistance. 3.58 Business personnel will approach customers immediately upon arrival to discern their needs. 3.80 Personnel respond to problems with accessibility to products/services immediately (or as soon as feasible). 4.39 138 Access and tangibles. The access and tangibles service quality determinant category produced 22 standards (see table 5.3), the largest number of standards, second to communication. Essential standards in this category addressed both physical access, as well as access to service personnel and information. Physical access standards addressed accessible entrances, service routes, snow and ice removal, transportation, surface maintenance, service desks, product and service placement, parking and provision of alternatives to physical access. Personnel access standards addressed the need for personnel to be approachable and have a positive can do attitude. Information access standards required that websites meet W3C WAI accessibility compliance standards and that information technology personnel are apprised of and educated on current access standards. Critical standards addressed making scooters/wheelchairs and generic adaptive equipment available, providing employee training on ADA-related legislation, and the need for any software and technology used by the company, or any third party, to be accessible and usable individuals with disabilities. Table 5.3 Service Quality Standards: Access and Tangibles Standard Essential Accessible Entrances Maintenance Website Access Accessible entrances are be clearly marked with signage. All accessible features of the service environment (e.g., ramps, platform lifts, automatic doors, public TTYs) are maintained on a regularly scheduled (and as needed) basis. All websites, and third party sites that offer services on behalf of the company, will meet accessibility standards set by W3C WAI standards. Rank 1.32 1.33 1.37 Accessible Routes All service routes are accessible, and free of debris and other removable barriers. Anti-slip Surfaces All accessible routes are free of slippery surfaces (e.g., loose rugs, wet areas) Service Environments All service environments meet compliance standards outlined under the Americans with Disabilities Act (ADA). 2.33 Employees demonstrate a positive "can do" attitude when working with any customer. 2.37 The company has a plan for maintaining all adaptive/specially designed equipment used in service provision. 2.41 Attitude Equipment Maintenance Description 2.24 2.24 139 Service Desks Barriers Transportation Service desks have a lower and clear space for interactions with customers who use wheelchairs. 2.46 Customer service personnel are trained to recognize and remove service barriers in the service environment. 2.49 All transportation available to customers includes accessible transportation options. Snow/Ice Removal External access routes are prioritized for snow and ice removal. Product Placement Products and services are placed within reach ranges specified in ADAAG. Adjacent Parking Service areas are adjacent to handicapped/accessible parking areas. Product/Service Access All business products and services can be accessed through multiple channels (e.g., websites, in-person, email, virtual assistance, telephone, chat/instant messaging). Websites Alternative to Physical Access Critical Scooters/Wheelchairs Legislation Computer Technologies Coat Closets Provision of Generic Equipment 2.56 2.58 2.59 2.78 The company's IT department is educated about the need for accessible websites and all associated compliance requirements. 2.79 Alternatives to physically accessing a service environment to obtain assistance (e.g., email, virtual assistant) are offered. 2.91 In large service environments, scooters and wheelchairs are available for temporary use by customers. 3.02 Employees are educated regarding all applicable laws & legislation (ADA, ABA, Section 504, HIPAA, etc.) 3.46 All computer technologies, including third party applications used by the business, are accessible and usable to individuals with disabilities. 3.49 Areas where coats, backpacks, boots, etc. are stored should have lowered areas for customer access. 3.89 Generic equipment often used by customers with disabilities (e.g., reaching tool for grasping products, disposable magnifiers, beach wheelchairs) is made available. Reliability. To meet customers’ expectations for reliability, participants identified a total of seven standards (see table 5.4). Essential standards included a need for companies to conduct on-going disability impact and service quality assessments to determine service gaps and develop service quality improvement plans. Websites need to be rigorously evaluated on an on-going basis, and accessible strategies for seeking service quality feedback from customers need to be established. Finally, when any changes to policies, procedures, or practices take place that may affect service quality, employees need to receive training on the changes. Critical standards included following through on commitments to accommodate customers and a need to offer consistency across all company locations. No basic standards were identified for offering reliability. 2.5 3.91 140 Table 5.4 Service Quality Standards: Reliability Standard Description Rank Essential Assessment Access Audits Evaluation & Metrics Consistency of Training Business will conduct disability impact and service quality assessments/evaluations on an on-going basis. 2.41 The business conducts comprehensive accessibility assessments to determine service gaps and develop accessibility improvement plans. 2.71 There is an accessible strategy for obtaining feedback from customers regarding service quality (e.g., focus groups, surveys, interviews, mystery shopper program). Customer service training is offered on an on-going and consistent basis (and more often when there are changes in policies, procedures and/or practices that affect customer service). Website Evaluation Websites are consistently and rigorously evaluated for accessibility on an ongoing basis. Follow-through Businesses will follow-through with intended actions expressed to customers regarding accommodation requests. 2.88 2.91 2.95 Critical Service Consistency Businesses ensure that customer service practices at one location are consistent across all of the company's service environments. Competence and credibility. The competence and credibility category yielded 12 standards (see table 5.5). Essential standards require that personnel from all levels of the organization receive inclusive customer service training, including training on service ethics. Standards also require that personnel know how to make accommodations and modifications to products and services, are aware of policies and procedures related to inclusive service, and that personnel are aware of and know how to use assistive technology (e.g., TTY). Critical standards included recruiting and hiring personnel who have demonstrated competence working with individuals with disabilities, offering peer mentoring, and having a go to person (or group of individuals) who are knowledgeable about disability inclusion to lend support to personnel and customers. Critical standards also included having support materials and resources readily available to employees and creating an incentive program to reward employees who provide exemplary customer service. It was also suggested that companies establish partnerships with disability- 3.19 3.37 related organizations to support their inclusive efforts. No basic standards were 141 established. Table 5.5 Service Quality Standards: Competence and Credibility Standard Description Rank Essential Company Culture Accommodations Personnel from all levels of the organization receive inclusive customer service training. 2.41 Personnel know how to make accommodations to products and services for customers with disabilities. 2.49 Ethics Training is provided on customer service ethics. Inclusive Policy & Procedures Service personnel are aware of policies and procedures related to inclusive service practice. 2.65 Service personnel are aware of the possible modifications that they can make within their service area/environment. 2.99 Available Accommodations 2.50 Assistive Technology Service personnel are aware of and learn how to use assistive technology (e.g., TTY/TDD, TRS). Support Materials Support materials (e.g., examples of common accommodations) are available to service personnel. 3.02 The business actively recruits and hires customer service employees who have competence working with individuals who have disabilities. 3.43 3.00 Critical Human Capital Partnership "Go-to" Employees Employee Peer Mentoring Employee Incentives The business has developed partnerships with disability-related organizations to assist with activities (e.g., assessments, program evaluation, training) that promote service quality. The company has a designated "go to" individual (or group of individuals) knowledgeable about disability inclusion to offer support to customers and personnel. Peer mentoring is provided to increase employee knowledge and competence in serving customers with disabilities. There is an employee incentive program to reward employees who demonstrate exemplary customer service to individuals with disabilities. Communication. Communication was the service determinant category that resulted in the largest number of standards (see table 5.6). Twenty-five standards, including 15 essential, 9 critical, and 1 basic standard were established. Essential standards included standards regarding how personnel communicate with customers both verbally and in writing, through signage, via websites (including video, webcasts, webinars), through assistive technology, when customers use service animals, and when accessible features of service or service environment are not working. Also included was 3.57 3.62 3.84 4.88 142 a desire to see employees with disabilities in the workplace, perhaps to communicate non-verbally the company’s commitment to inclusion. Critical standards included having signage that directs a customer with a disability to assistance if needed, communicating positive language and images in marketing materials, and informing customers of what types of assistance (e.g., assistive technology, personal assistance) are offered by the business. The one Basic standard suggested was that companies offer pagers to customers with disabilities who can then solicit assistance within the service environment (e.g., store, park) when needed. Table 5.6 Service Quality Standards: Communication Standard Description Rank Essential Employment Website Feedback Visual Representation 2.33 All websites include a feedback portal for customer feedback about website accessibility. 2.37 All images and graphics of customers with disabilities present a positive and realistic representation of individuals with disabilities. 2.41 Clear Signage Accessibility signage includes both writing and a graphic. Direct Communication Service personnel communicate directly with a customer who has a disability, rather than their companion or caregiver when feasible. 2.54 The company provides multiple formats for registration or enrollment in service offerings. 2.54 Registration/Enrollment Type-Talk Devices Signage for Assistance Request People-First American Sign Language Business Literature Videos/Webcasts/Webinars The business employs individuals with disabilities in professional positions to demonstrate a commitment to disability and inclusion. Service desks/kiosks have a TTY/TDD, Instant Messaging (IM capability), VRS, or other communication option to serve deaf customers who are physically on- or off-site. A sign indicating what customers who need assistance should do to require assistance is posted at or just inside the entrance to the service environment. 2.53 2.57 2.67 Employees are trained on how to use "person-first" terminology in verbal and written communications. 2.70 Training is be provided on American Sign Language to communicate to deaf individuals. 2.75 All business literature is available in alternative formats, (e.g., verbally stating information, TTY, amplified volume, magnified/enlarged font). 2.75 All customer-related videos, webcasts, webinars, etc. are closedcaptioned and provide audio-description for customers with sensory problems. 2.76 143 Service Animals Communicating Malfunctions Training is provided on how to interact with customers who use service animals. 2.83 Business will have a mechanism for notifying customers when accessible features of the business are not working. 2.98 Positive Language Service personnel use positive, non-paternalistic, language when communicating with customers. Display racks/shelves High display racks or shelves have signage that directs a customer who needs assistance to personnel who can assist. 3.47 All accessibility-related signage displays the International Symbol of Accessibility. 3.50 2.99 Critical Accessibility Symbol Marketing Materials Marketing materials include information on a commitment to serving people of all abilities, a contact person, and multiple contact options for requesting assistance/accommodation. 3.58 Inclusion/Accommodation Statement Entrance to the service environment displays a statement that the business welcomes individuals of all abilities and information (including contact information) on how to request assistance, if needed. Marketing Accommodations The availability of assistive devices/technology should be displayed in company literature, websites, and appropriate marketing materials. 3.75 All accessibility features (and accessibility limitations) are prominently communicated on the company's homepage. 3.90 An outdoor intercom is available for customers who may need assistance entering a service environment. 4.07 Accessibility Features Intercom Service 3.68 Communicate Service Quality Performance The company measures and publishes their service quality performance in areas that are accessible to customers with disabilities (e.g., annual reports, websites). Interaction Training is provided to personnel on how to communicate and interact with individuals with different types of disabilities. 4.60 Service Pager Customers are offered a universally designed accessible service pager that they can use to solicit assistance when needed. 5.83 4.32 Basic Humaneness and courtesy. The service determinant category regarding humaneness and courtesy yielded a total of 15 standards (see table 5.7). Essential standards included standards that require respect for personal property, personal space, privacy, service animals, and equipment. Essential standards also included offering referrals or warm hand-offs when the company cannot meet the customer’s needs, using proper disability etiquette and rest areas/private spaces for addressing disability-related needs. Critical standards included offering patience and assistance with carrying merchandise when needed, keeping service environments clean and free of debris, offering priority entrance/seating, staggering service offerings throughout the day and 144 removing or minimizing emotional triggers from service environments. Basic standards included offering supplies to clean off disability-related equipment (e.g., wheelchairs, canes) at the entrance to the service environment. Table 5.7 Service Quality Standards: Humaneness & Courtesy Standard Essential Description Rank Personal Space Service personnel respect a customer's personal space, including any mobility or assistive equipment utilized by the customer. 2.20 Respect for Equipment/Service Animals Personnel refrain from removing, touching or handling a customer's personal equipment and/or service animals without the customer’s prior permission. 2.29 Personal Property All customers’ personal property is handled with respect and safely secured, as appropriate. 2.37 Referral Businesses that are not able to accommodate a customer should provide a "warm hand-off" to an appropriate referral source. 2.41 Referral Sources Service personnel are offered referral sources and instructed on how to offer a "warm hand-off" when needs cannot be met through accommodation. 2.53 Privacy A private room/space is provided where customer with disabilities can take care of any disability-related issues/needs. 2.64 Disability Etiquette Business personnel use appropriate disability etiquette when interacting with and/or talking about customers with disabilities. 2.74 Rest Areas Service areas have benches or areas where a customer with a disability can rest. 2.83 Patience Service personnel will offer customers the time to communicate their needs and/or perform desired tasks. 3.07 Carrying Merchandise Service personnel offer customers assistance with carrying package or large merchandise. 3.28 Cleanliness Companies keep service environments, including restrooms, clear of debris and access barriers. 3.51 Priority Entrance & Seating Customers with disabilities are offered earlier entrance to events/venues/facilities to secure a space that is safe and appropriate for service engagement. 3.55 Varying Times Programs and services are staggered so that they occur at various times throughout the day. 3.96 Triggers Service environments are free of potential "triggers" such as loud music and noise, closed doors, etc. 4.40 Cleaning Supplies Companies offer supplies to clean off wheelchairs, canes, hands, etc. at the entrance to the service environment. 5.91 Critical Basic Security. The service determinant category for security resulted in 14 standards (see table 5.8). Essential standards included consulting regularly with local emergencies preparedness agencies, having evacuation chairs for multiple floor facilities, and having 145 employees practice emergency drills for evacuating people with disabilities, having multiple accessible exits and having a contingency plan when elevators are not working. Essential standards also included making sure all staff are wearing staff identification, having visual, as well as audible emergency warning signals, and employee training on how to lift/handle customers with disabilities in the case of an emergency. Finally, essential standards also require that employees abide by all privacy laws (e.g., HIPAA) secure all business records, and provide a second employee to observe and confirm transactions between the organization and any customer who is blind. Critical standards included making sure that the organization has emergency policies and procedures that include provisions for customers with disabilities and ensuring that employees are trained on these policies and procedures. Critical standards also require that organizations have an individualized system (e.g., text alerts) for alerting customers to emergencies and that organizations with large service environments offer a personal escort service to ensure that customers reach their cars, bus, ride or service destinations safely. Table 5.8 Service Quality Standards: Security Standard Essential Emergency Drills Description Rank All business employees participate in practice drills for accommodating and evacuating customers with disabilities. 2.29 Warning Signals All auditory signals warning of an emergency will have a visual equivalent, and vice versa. 2.32 Staff Identification Staff are clearly delineated by a company uniform, readable name tag (large print) or some other form of consistent company identification. 2.36 Evacuation Chair Businesses with service environments on multiple floors have at least one evacuation-chair that is maintained and available for emergency evacuations, in addition to other pertinent evacuation supplies/equipment. 2.37 Accessible Exits Businesses have more than one accessible exit in the case of an emergency. 2.41 Currency Exchange When exchanging money with someone who is blind, the company provides a second employee who will observe and concur with the transaction. 2.56 Emergency Consultation Businesses consult regularly with local emergency preparedness agencies on safety/evacuation procedures. 2.57 Privacy of Records/Transactions The business abides by all laws (e.g., HIPAA) when using, sharing, and securing customer-related information. 2.66 146 Contingency Plan The company has a contingency plan when accessible features (e.g., elevators, doors) are malfunctioning. 2.89 Lifting/Handling Customers Business employees receive training on the appropriate handling and lifting of customers with disabilities in the case of an emergency. 2.90 Emergency Planning Training is provided on emergency polices and procedures that includes alerting, accommodating and/or evacuating customers with disabilities. 3.46 Individualized Emergency Alert The company has an individualized notification system (e.g., textalert) to alert of any emergencies within their service environment. 3.65 Evacuation Policy The business will establish policies and procedures for evacuating individuals with disabilities in light of an emergency. 4.40 Safety Escorts Large service environments offer an escort service to ensure that customers reach their car, bus, ride, service destination, etc. safely. 4.50 Critical Enablement and empowerment. The enablement and empowerment service quality determinant category yielded 10 standards (see table 5.9). No critical or basic standards were established. Essential standards included setting and clarifying expectation for service, engaging customers in all aspects of the service process, asking customers regarding their needs, offering choice of products and services, and ensuring websites can be manipulated to meet personal preferences or technology needs. Standards also required service personnel to assume the customer has the ability to engage in the service, offer customer peer mentors or personal shoppers when needed, and monitor the customer’s ability to navigate and utilize the service environment. Table 5.9 Service Quality Standards: Enablement and Empowerment Standard Description Rank Essential Clarification of Expectations Sets Expectations Customer Engagement Asking Customer Peer Mentoring Service personnel clarify customer expectations of the service prior to service provision. 3.24 Businesses communicate the expected response time to customer requests for assistance and ask customers what time frame they need. 3.34 Individuals with disabilities are involved in all phases of the service process, including policy and procedure development, strategic planning, change management, marketing, information sharing, etc. Business personnel always ask the customer if they can assist the customer in anyway to discern the customers’ need/desire for assistance. Peer mentoring is offered to customers with disabilities to assist with service engagement. 3.45 3.46 3.47 147 Assumptions Personal Shopper Service Technology Choice Monitor Company personnel assume the same ability and competence from a customer with a disability as they do from any other customer. 3.58 The business offers a "personal shopper" (upon request) to assist customers with disabilities throughout the service environment. 3.75 All service technology allows customers to independently increase volume, font size, contrast, etc. to enable access. 4.04 Businesses present options with respect to products and services to offer customer choice. 4.06 Service personnel observe customers to discern the customer's ability to navigate the service environment and/or need for assistance. 4.17 Equity. The final service quality category was equity (see table 5.10). Six standards were established related to equity and all were considered essential. No standards were ranked as critical or basic. Essential standards included offering services in the most integrated setting, in the same time frame, following the same practices and procedures and charging the same fees as other customers. Additionally, essential standards required that maps of accessible entrances and routes be offered to customers at business entrances (in alternative formats) and that financial resources be dedicated to supporting the inclusion of customers with disabilities in all programs and services. Table 5.10 Service Quality Standards: Equity Standard Description Rank Essential Response Time Personnel respond to customers with disabilities request for assistance in the same time frame as offered to other customers. 2.25 Service Offerings Services are offered in the most integrated setting as possible. 2.42 Service Practice Equity All customer service practices followed for individuals without disabilities are also followed when providing customer service to people with varying abilities. 2.49 Equal Fees Businesses charge the same fees for services, even when providing an accommodation, as is charged to all other customers. 2.61 Maps of Accessible Routes Maps of accessible routes are available at business entrances in alternative formats (e.g., large print, audio). 2.75 Financial Support The company has designated financial support for the inclusion of customers with disabilities in its programs and services. 2.88 When evaluating the percentage of standards that were developed and rated for each of the ten service quality determinants, communication yielded almost one-fifth of the total 148 number of standards developed (19%), followed by access and tangibles (16%). This finding suggests that a large part of what determines whether a customer with disability receives quality customer service depends upon the quality of communication between the customer and the service organization or service personnel. This finding also suggests that access to products, programs, and services is almost equally important. The implications for the service-related businesses is that prioritization should be place upon closing standards gaps in communication and access and tangibles in order have the greatest impact on improving service quality. Enabling & Empowerment 7% Humanenss & Courtesy 11% Equity 5% Understanding/ Knowing the Customer 10% Responsiveness 8% Access & Tangibles 16% Security 10% Communication 19% Reliability 5% Competence & Credibility 9% Figure 5.1. Percentage of standards by service determinant category. Summary of standards from holistic perspective. As earlier stated, in an effort to examine the study’s findings from a more holistic and practical perspective, standards were grouped into 19 areas of business operations and management. Each standard is presented with its associated tier ranking and service quality determinant. By presenting the results in such a way, business leaders are able to discern how the standards fit within everyday business operations. This approach enables business leaders to better determine standard gaps and plan appropriate intervention strategies. It is important to note that no accepted research 149 methodology was used to assign the standards to each of the categories. Standards were assigned based upon thematic similarities noted by the researcher in an effort to offer a more tangible summary of the results (see table 5.11). Level of Importance Service Quality Determinant Process Inclusive customer service training is provided within new employee orientation. E U The company involves people with disabilities in training programs. E U Training regarding serving customers with disabilities is offered to all employees, at every level of management, and to third parties, who act on behalf of the business. C U The company includes disability simulations as part of their customer service training protocol. C U Personnel from all levels of the organization receive inclusive customer service training. E CC E U Training is provided on disability-appropriate approaches to engaging customers with disabilities in programs and services. E U Training is provided regarding common myths and misperceptions of individuals with disabilities. E U C U Training is provided regarding characteristics/types of various disabling conditions. C U Training is provided on the history of disability rights. B U Customer service personnel are trained to recognize and remove service barriers in the service environment. E AT The company's IT department is educated about the need for accessible websites and all associated compliance requirements. E AT Employees are educated regarding all applicable laws & legislation (ADA, ABA, Section 504, HIPAA, etc.) C AT E REL Table 5.11 Holistic Representation of Service Standards Standard Training Content Training is provided on how to interact with and offer inclusive services to customers with disabilities that are not readily visible. Training is provided on the various models of disability (e.g., medical, social). Customer service training is offered on an on-going and consistent basis (and more often when there are any changes in policies, procedures and/or practices that affect customer service). 150 Personnel know how to make accommodations to products and services for customers with disabilities. E CC Training is provided on customer service ethics. E CC Service personnel are aware of policies and procedures related to inclusive service practice. E CC Service personnel are aware of the possible modifications that they can make within their service area/environment. E CC Service personnel are aware of and learn how to use assistive technology (e.g., TTY/TDD, TRS). E CC Employees are trained on how to use "person-first" terminology in verbal and written communications. E COM Training is provided on American Sign Language to communicate to deaf individuals. E COM Training is provided on how to interact with customers who use service animals. E COM Training is provided to personnel on how to communicate and interact with individuals with different types of disabilities. C COM All business employees participate in practice drills for accommodating and evacuating customers with disabilities. E S Business employees receive training on the appropriate handling and lifting of customers with disabilities in the case of an emergency. E S Training is provided on emergency polices and procedures that includes alerting, accommodating and/or evacuating customers with disabilities. C S The company has a business plan to attract and retain the disability and aging market. C U The company understands of the ROI for attracting and retaining people with disabilities for their business. C U The company has membership to professional organizations that address disability and inclusion issues. B U All service environments meet compliance standards outlined under the Americans with Disabilities Act (ADA). E AT There is an accessible strategy for obtaining feedback from customers regarding service quality (e.g., focus groups, surveys, interviews, mystery shopper program). E REL The business has developed partnerships with disability-related organizations to assist with activities (e.g., assessments, program evaluation, training) that promote service quality. C CC The company has a designated "go to" individual (or group of individuals) knowledgeable about disability inclusion to offer support to customers and personnel. C CC Peer mentoring is provided to increase employee knowledge and competence in serving customers with disabilities. C CC There is an employee incentive program to reward employees who C CC Organization Leadership 151 demonstrate exemplary customer service to individuals with disabilities. The company measures and publishes their service quality performance in areas that are accessible to customers with disabilities (e.g., annual reports, websites). C COM A private room/space is provided where customer with disabilities can take care of any disability-related issues/needs. E HC Individuals with disabilities are involved in all phases of the service process, including policy and procedure development, strategic planning, change management, marketing, information sharing, etc. E EE Peer mentoring is offered to customers with disabilities to assist with service engagement. E EE Businesses present options with respect to products and services to offer customer choice. E EE Services are offered in the most integrated setting as possible. E E All customer service practices followed for individuals without disabilities are also followed when providing customer service to people with varying abilities. E E Businesses charge the same fees for services, even when providing an accommodation, as is charged to all other customers. E E Companies should include a commitment to serving customers with disabilities in their mission statement. E R Strategic plans incorporate goals and objectives for addressing universal access to business products & services. C R The company has designated financial support for the inclusion of customers with disabilities in its programs and services. E E All auditory signals warning of an emergency will have a visual equivalent, and vice versa. E S Staff are clearly delineated by a company uniform, readable name tag (large print) or some other form of consistent company identification. E S Businesses with service environments on multiple floors have at least one evacuation-chair that is maintained and available for emergency evacuations, in addition to other pertinent evacuation supplies/equipment. E S Businesses have more than one accessible exit in the case of an emergency. E S Businesses consult regularly with local emergency preparedness agencies on safety/evacuation procedures. E S The business abides by all laws (e.g., HIPAA) when using, sharing, and securing customer-related information. E S The company has a contingency plan when accessible features (e.g., elevators, doors) are malfunctioning. E S The company has an individualized notification system (e.g., text-alert) to alert of any emergencies within their service environment. C S The business has policies and procedures for evacuating individuals C S 152 with disabilities in light of an emergency. Large service environments offer an escort service to ensure that customers reach their car, bus, ride, service destination, etc. safely. C S The company has a universally accessible process (offered in alternative formats) for receiving and responding to complaints. E R All websites include a feedback portal for customer feedback about website accessibility. E COM Businesses respond to requests for accommodation within an agreed upon and "reasonable" time frame. E R The company has a system that tracks response time to customer requests. C R Alternatives to physically accessing a service environment to obtain assistance (e.g., email, virtual assistant) are offered. E AT Businesses will follow-through with intended actions expressed to customers regarding accommodation requests. C REL Personnel respond to customers with disabilities request for assistance in the same time frame as offered to other customers. E E Businesses attempt to resolve customer problems/complaints with one transaction/interaction. C R Personnel respond to problems with accessibility to products/services immediately (or as soon as feasible). C R The company monitors appropriate use of handicapped/accessible parking spaces and notify authorities or violations. C R Service areas are adjacent to handicapped/accessible parking areas. E AT When observing a customer having difficulty, service personnel approach the customer and ask if he/she needs assistance. C R Business personnel will approach customers immediately upon arrival to discern their needs. C R Customers are offered a universally designed accessible service pager that they can use to solicit assistance when needed. B COM Service personnel offer customers assistance with carrying package or large merchandise. C HC Businesses communicate the expected response time to customer requests for assistance and ask customers what time frame they need. E EE Business personnel always ask the customer if they can assist the customer in anyway to discern the customers’ need/desire for assistance. E EE The business offers a "personal shopper" (upon request) to assist customers with disabilities throughout the service environment. E EE Customer Feedback Accommodation Requests Problem Resolution Accessible Parking Offering Assistance Signage 153 Accessible entrances are be clearly marked with signage. E AT Accessibility signage includes both writing and a graphic representation. E COM E COM High display racks or shelves have signage that directs a customer who needs assistance to personnel who can assist. C COM All accessibility-related signage displays the International Symbol of Accessibility. C COM Entrance to the service environment displays a statement that the business welcomes individuals of all abilities and information (including contact information) on how to request assistance, if needed. C COM All accessible features of the service environment (e.g., ramps, platform lifts, automatic doors, public TTYs) are maintained on a regularly scheduled (and as needed) basis. E AT All service routes are accessible, and free of debris and other removable barriers. E AT All accessible routes are free of slippery surfaces (e.g., loose rugs, wet areas). E AT The company has a plan for maintaining all adaptive/specially designed equipment used in service provision. E AT External access routes are prioritized for snow and ice removal. E AT Companies keep service environments, including restrooms, clear of debris and access barriers. C HC Companies offer supplies to clean off wheelchairs, canes, hands, etc. at the entrance to the service environment. B HC All websites, and third party sites that offer services on behalf of the company, will meet accessibility standards set by W3C WAI standards. E AT All computer technologies, including third party applications used by the business, are accessible and usable to individuals with disabilities. C AT Websites are consistently and rigorously evaluated for accessibility on an on-going basis. E REL All accessibility features (and accessibility limitations) are prominently communicated on the company's homepage. C COM All service technology allows customers to increase independently volume, font size, contrast, etc. to enable access. E EE Employees demonstrate a positive "can do" attitude when working with any customer. E AT Service personnel communicate directly with a customer who has a disability, rather than their companion or caregiver when feasible. E COM A sign indicating what customers who need assistance should do to request assistance is posted at or just inside the entrance to the service environment. Maintenance Websites and Computer Technology Service Personnel 154 Service personnel use positive, non-paternalistic, language when communicating with customers. E COM Service personnel respect a customer's personal space, including any mobility or assistive equipment utilized by the customer. E HC Personnel refrain from removing, touching or handling a customer's personal equipment and/or service animals without the customer’s prior permission. E HC All customers’ personal property is handled with respect and safely secured, as appropriate. E HC Businesses that are not able to accommodate a customer should provide a "warm hand-off" to an appropriate referral source. E HC Business personnel use appropriate disability etiquette when interacting with and/or talking about customers with disabilities. E HC Service personnel will offer customers the time to communicate their needs and/or perform desired tasks. C HC Service personnel clarify customer expectations of the service prior to service provision. E EE Company personnel assume the same ability and competence from a customer with a disability as they do from any other customer. E EE Service personnel observe customers to discern the customer's ability to navigate the service environment and/or need for assistance. E EE When exchanging money with someone who is blind, the company provides a second employee who will observe and concur with the transaction. E S Support materials (e.g., examples of common accommodations) are available to service personnel. E HC Service personnel are offered referral sources and instructed on how to offer a "warm hand-off" when needs cannot be met through accommodation. E HC Service desks have a lower and clear space for interactions with customers who use wheelchairs. E AT Areas where coats, backpacks, boots, etc. are stored have lowered areas for customer access. C AT Service desks/kiosks have a TTY/TDD, Instant Messaging (IM capability), VRS, or other communication option to serve deaf customers who are physically on- or off-site. E COM Service areas have benches or areas where a customer with a disability can rest. E HC Products and services are placed within reach ranges specified in ADAAG. E AT All business products and services can be accessed through multiple channels (e.g., websites, in-person, email, virtual assistance, telephone, chat/instant messaging). E AT Resources Service Provision Areas Products & Service Access 155 All business literature is available in alternative formats (e.g., verbally stating information, TTY, amplified volume, magnified/enlarged font). E COM All customer-related videos, webcasts, webinars, etc. are closedcaptioned and provide audio-description for customers with sensory problems. E COM An outdoor intercom is available for customers who may need assistance entering a service environment. C COM Business will have a mechanism for notifying customers when accessible features of the business are not working. E COM Customers with disabilities are offered earlier entrance to events/venues/facilities to secure a space that is safe and appropriate for service engagement. C HC Programs and services are staggered so that they occur at various times throughout the day. C HC Service environments are free of potential "triggers" such as loud music and noise, closed doors, etc. C HC Maps of accessible routes are available at business entrances in alternative formats (e.g., large print, audio). E E E AT In large service environments, scooters and wheelchairs are available for temporary use by customers. C AT Generic equipment often used by customers with disabilities (e.g., reaching tool for grasping products, disposable magnifiers, beach wheelchairs) is made available. C AT Business will conduct disability impact and service quality assessments/evaluations on an on-going basis. E REL The business conducts comprehensive accessibility assessments to determine service gaps and develop accessibility improvement plans. E REL Businesses ensure that customer service practices at one location are consistent across all of the company's service environments. C REL The business actively recruits and hires customer service employees who have competence working with individuals who have disabilities. C CC The business employs individuals with disabilities in professional positions to demonstrate a commitment to disability and inclusion. E COM All images and graphics of customers with disabilities present a positive and realistic representation of individuals with disabilities. E COM Marketing materials include information on a commitment to serving people of all abilities, a contact person, and multiple contact options for requesting assistance/accommodation. C COM Transportation All transportation available to customers includes accessible transportation options. Equipment Assessment & Evaluation Human Capital Marketing & Advertising 156 The availability of assistive devices/technology should be displayed in company literature, websites, and appropriate marketing materials. C COM E COM Service Registration/Enrollment The company provides multiple formats for registration or enrollment in service offerings. Note: C=essential, E=critical, B=basic. U=understanding/knowing the customer, AT=access and tangibles, R=responsiveness, REL=reliability, COM=communication, S=security, HC=humaneness and courtesy, EE=enabling and empowerment, E=equity. Discussion There were several observations made throughout and following the results of this study worth further discussion. First, the fact that so many of the standards were deemed essential may point to a belief that many businesses currently lack adequate service standards that promote service quality for customers with disabilities. To exemplify, numerous individuals contacted the researcher about this study and many commented on the need for service standards. Many individuals also expressed hope that the standards produced by this study would be embraced and utilized by businesses. The significant interest, coupled with the fact that consumers and disability inclusion experts are typically advocates for change that affects positively people with disabilities, may have prompted more participants to rate the standards that they developed as of essential importance. Secondly, the number of standards originally created by participants resulted in a significant number of redundant standards. This suggests some level of concordance across the standards created prior to rating the standards. Moreover, the fact that many people wrote similar or the same standards offers greater confidence in the validity of standards established. Third, the level of agreement among consumers and experts moved from weak to moderate agreement when examining consumer and expert groups separately and 157 combined. The fact that the agreement level moved from weak to moderate, rather than to a high level of agreement, is not particularly surprising. Given the diversity of the participants with respect to service industry experience, expertise, and type of disability, divergent opinions are expected. Perhaps, if a fourth iteration of the study had been conducted, the level of agreement may have moved from moderate to high. Also, of note, were the differences on the importance of some of the standards between the expert and consumer groups. Although, the level of agreement among all participants combined was significant, consumers and experts differed on the importance of several standards. Because the disagreement was distributed across several service quality determinants, it is difficult to surmise the reason for this disagreement. For example, do the differences lie in the fact the some of the experts had a disability and some did not? Perhaps, those experts who did have a disability believed that some standards were more important than experts who did not have a disability. Further investigation is needed to determine the reason for discordance. Fourth, the standards established through this study are somewhat similar to the service standards established through AODA in Canada (AODA; Ontario Ministry of Community and Social Services, 2012), although there are many differences, as well. A comparative analysis of both sets of standards including discussion of the similarities and differences follows. Similarities. When comparing the standards developed through this study with those developed by AODA, several similarities emerged. These similarities related to industry specification, dignity and respect, equal and integrated service provision, and overall content. 158 Industry specification. Similar to the standards developed in this study, AODA’s service standards are also not industry specific. The standards apply to any public organization that is a provider of goods and services Dignity and respect. In AODA’s standards, goods and services must be provided in a manner that preserves the dignity and respect of the individual. This requirement aligns with those standards that were developed with the humaneness and courtesy service quality determinant in this study. Equal and integrated service provision. In AODA’s standards, goods and services must be integrated within the context of the service environment. This is similar to the standards developed related to both the equity service quality determinant and the enabling and empowerment service quality determinant. In this study the term integrated was not used, but it is implied in the service determinant definition for equity which requires that the same services provided to people without disabilities are also provided for people with disabilities. Although it is possible to provide equal, but separate services, to enable a person with a disability the ability to engage within a service environment, the standards in this study were developed based upon the principles of universal design. Universal design, by definition, implies integrated service provision as a primary objective. Content. The service standards developed in both instances addressed many of the same concerns. In both sets of standards, provisions were made for service animals, equal products and services, fee structures, assistive equipment, disruption of services, and employee training. Differences. When comparing the service standards developed for this study to AODA’s service standards, many differences also surfaced. These differences related to 159 compliance, process, geography, number of employees, notification of standards, and scope. Compliance. While the standards developed through this study are not tied to any federal, state, or local requirement, AODA is an Ontario regulation. Businesses who choose to create more universally accessible customer service environments would have to voluntarily adopt the standards established within this study, whereas in Ontario, it is required. Process. The process used to develop AODA’s standards was strategic and involved many individuals and committees. To develop AODA’s service standards, Standards Development Committees were established through public recruitment and, subsequent selection by the Minister of Community Services. Representatives include individuals from the business community, individuals with disabilities, a broader public sector, and the Ontario Government. The Standards Development Committees propose standards that may become regulations under the AODA (Ontario Ministry of Community and Social Services, 2012). In contrast, the standards that were developed for this study were based on previous standards development research (Rodriguez, 2001; Schaaf, Stokking, & Verloop, 2008; Walsh, 2012;) and determinants of service quality (Parusuraman, Zeithmal, & Berry, 1985; Vaughn & Shiu, 2001). This study also used an accepted research Delphi methodology (Helmer & Dalkey, 1963) to develop and rank the standards relative to their perceived importance to quality service provision. Universal design. Although it is not clear what parameters were used for developing AODA’s standards, the standards developed in this study were based upon principles of universal design. The intention was to develop standards that would have 160 the broadest impact for the largest number of customers without the need for customers to request accommodations or specialized assistance. Number of employees. The AODA service standards required of organizations depends on the size of the company and whether the company has more or less than 20 employees. The service standards in this study were not established with company size as a determinant. Notification of standards. The AODA requires that organizations make the public aware that documents required by the regulation are available upon request by any individual. Because the standards developed in this study are voluntary, no documents indicating compliance are required. Scope. While the AODA addressed similar service-related issues, the scope of the AODA service standards was narrow. This finding can have both positive and negative implications. A narrow set of standards may allow for ease of adoption by businesses, resulting in more widespread impact for customers with disabilities. Conversely, adopting a greater number of standards tied to service quality determinants, as proposed in this study, may better improve customer service. Recommendations The service standards established through this study serve as the first known attempt to develop service standards to improve service quality for customers with disabilities within the U.S. As a result, several recommendations are offered. These recommendations are directed to (a) academicians and researchers, (b) government and policy-makers, (c) corporate/non-profit business leaders, and (d) organization development professionals. 161 Academicians. For academicians, more research is required to understand better the relationship between the service standards developed in this study and improved service quality for consumers with disabilities. First, although a relationship between standards gaps and service quality exists (Parasuraman et al., 1985), it is not known whether adoption of the standards developed in this study will directly lead to improved service quality for individuals with disabilities. Also, given the researcher’s intent to develop service standards based upon concepts of universal design, it would be important to examine whether or not adoption of these standards has a broader impact. For example, would adoption of these standards contribute positively to service quality for all customers, including those customers with disabilities? Third, it would be interesting to examine the impact of service standard adoption on attributes that contribute to business success. For example, is there a relationship between standards’ adoption and purchasing behavior, brand loyalty, and/or word-ofmouth marketing? Does that relationship extend to family, friends, and/or caregivers? In other words, what is the ROI of standards’ adoption? To determine the effect of service standard adoption on service quality and other aspects of business success, more research is needed. Finally, it would be helpful to validate the service quality determinants used to develop the service standards. Although, the service quality determinants used for this study were based on previous research and validated by participants in this study, more research is required to determine if the service quality determinants are valid across all service environments and types of disability. Moreover, because inferential statistics were not used to validate this study’s service quality determinants, the validity of the determinants cannot be generalized beyond the participant sample. It is recommended 162 that this study be replicated and/or other studies be conducted to validate that the service determinants used in this study accurately represent the attributes important for offering service quality to consumers with disabilities. Government and policy-makers. For government and policy makers, the researcher recommends that the standards be used as a basis for further policy development. Although the standards developed in this study can be used by businesses via voluntary adoption, further consideration should be extended to examining a need for developing and/or mandating standards implementation within government and private businesses. As an example, ANSI might use these standards as a foundation for initiating discussion and creating strategies to develop universal service standards that can be adopted by specific service sectors. Moreover, the service standards established in this study could be used as a foundation to build out standards more specific to service industry sectors (e.g., transportation, hospitality). Legislators may also look to the standards to augment and/or amend current legislation aimed to create equitable service environments for individuals with disabilities. For example, although the ADA has provided a solid foundation for creating accessible and equitable service environments, it appears to lack standards that create fair and equitable service to individuals with disabilities. Evidenced by the standards created in this study, much of what is deemed as essential and critical to service quality for individuals with disabilities falls outside of ADA standards. The additional knowledge created through this study can serve as a basis for further policy development and examination of current legislation. In addition to the ADA, other legislation aimed to create fair and equitable practices (e.g., IDEA) could be examined to discern whether standards related to service quality are included. 163 Business leaders. Within the business community, the standards established by this study can serve as a framework for improving service quality. Given the relationship between service quality and purchasing behavior (RADAR, 2012), business leaders should examine their own policies, procedures, and practices to ensure that current practices are aligned with those established within this study. If misalignment exists, it is suggested that businesses modify or amend their standards to ensure that their service practices meet the needs and expectations of all consumers, including customers with disabilities. It is important to note that the standards developed in this study should not replace current service standards, but be integrated within current service standards of practice to maximize service quality for people of all abilities. Again, the goal of universal design is to create universally designed products, services and environments that are usable by all people “to the greatest extent possible” without the need for specialized design or adaptation (NCSU, 2012). Thus, it is expected that adoption of the standards developed in this study will better position businesses to offer optimal service quality to the public at large. Also, because it is known that customers with disabilities often bring family, friends, and/or caregivers when purchasing products and services (Darcy, Cameron, & Pegg, 2010), the adoption of universally designed standards could serve to further increase a business’ customer base. It is also recommended that businesses include disability metrics as part of the customer service quality measurement practices. By offering customers the opportunity to self-disclose disability and/or type during service quality evaluations, businesses will be better able to discern if their current service standards are meeting the needs and expectations of this market sector. A determined by this study, offering customer feedback through accessible means is considered important to service quality. By 164 collecting and analyzing disability-related feedback, businesses can work to improve and augment current service practices to meet and exceed customer expectations. Finally, it is recommended that business leaders partner with other businesses and organizations dedicated to attracting, serving, and retaining customers with disabilities. By working with organizations, such as the United States Business Leadership Network (USBLN), and networking with disability inclusion experts and individuals with disabilities, businesses can refine their service approaches to maximize service quality, while ensuring that their current service practices align with contemporary philosophies and practices through benchmarking. Organization development professionals. For organization development professionals, it is recommended that the standards be used as a foundation for implementing service quality improvement interventions. For example, the 134 standards established in this study could be used as a basis for performing service quality gap analyses to assess standard gaps within service-related businesses. Identification of gaps could point to further intervention strategies such as the development of customer service strategic plans, strategy implementation, training and development, and change management interventions within the organizational environment. For organization development professionals, helping businesses to integrate the service standards established in this study into current business practices may serve to help businesses improve their service quality. Priority could be placed on integration of essential standards first, followed by critical and basic to produce the greatest impact. The challenge for organization development professionals is to create awareness of the need for businesses to integrate universally designed service standards. Given that many companies do not examine customer satisfaction using disability as a metric 165 (Donovan, 2012), and the fact that much of the service industry is not aware of the economic and organizational benefits of approaching business access from such a universal perspective (Darcy, Cameron, & Pegg, 2010), many businesses may be reticent to embrace organization development services and intervention. In order to bolster the case for organization development services and intervention, organization development professionals will be challenged to create business case examples exemplifying the ROI of integrating universally designed standards of practice. In conclusion, the findings of this study have far-reaching implications for researchers, policy makers, business leaders, and organization development professionals. 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Smith Determination of Exemption 42282 February 5, 2018 Development of Business Standards for Improving Service Quality for Consumers with Disabilities within the U.S. Service Industry Sector: A Modified Delphi Study The Office for Research Protections (ORP) has received and reviewed the above referenced eSubmission application. It has been determined that your research is exempt from IRB initial and ongoing review, as currently described in the application. You may begin your research. The category within the federal regulations under which your research is exempt is: 45 CFR 46.101(b)(2) Research involving the use of educational tests (cognitive, diagnostic, aptitude, achievement), survey procedures, interview procedures or observation of public behavior, unless: (i) information obtained is recorded in such a manner that human subjects can be identified, directly or through identifiers linked to the subjects; and (ii) any disclosure of the human subjects' responses outside the research could reasonably place the subjects at risk of criminal or civil liability or be damaging to the subjects' financial standing, employability, or reputation. Given that the IRB is not involved in the initial and ongoing review of this research, it is the investigator’s responsibility to review IRB Policy III “Exempt Review Process and Determination” which outlines: What it means to be exempt and how determinations are made What changes to the research protocol are and are not required to be reported to the ORP Ongoing actions post-‐exemption determination including addressing problems and complaints, reporting closed research to the ORP and research audits What occurs at the time of follow-‐up Please do not hesitate to contact the Office for Research Protections (ORP) if you have any questions or concerns. Thank you for your continued efforts in protecting human participants in research. This correspondence should be maintained with your research records. 192 APPENDIX B Participant Recruitment Email Dear Participant: My name is Tammy B. Smith and I am a researcher from The Pennsylvania State University in the Department of Learning and Performance under the advisement of Dr. William J. Rothwell. As part of my dissertation and doctoral program at Penn State, I am conducting a study titled Development of Business Standards for Improving Service Quality for Consumers with Disabilities within the U.S. Service Industry Sector: A Modified Delphi Study. Given your expertise, I would like to invite you to be a participant in my study. The purpose of this study is to develop businesses standards for improving the quality of customer service provided to customers with disabilities. When this study is completed, businesses will have an established set of standards to guide their efforts in offering greater service and program access to people of all abilities. The hope is that these standards will better support the customer service needs of most people with, while also lessening the need to ask for reasonable accommodations. This study involves three rounds of questionnaires that will be administered over an approximate 3-month period. The first questionnaire will be establish the standards and the second and third questionnaires will request that you rank the standard related to each standard’s importance. Each questionnaire will be sent to you via email and will require approximately 20 minutes to complete. You will be offered 2 weeks to complete each questionnaire and a total of 2 hours will be required to complete all questionnaires combined. All responses will be anonymous and confidential. Your participation is also voluntary. Participants who complete all three iterations of the study will receive a $50.00 gift card in appreciation their participation. If you would like to participate in this study, you must verify that you meet each of the criteria for either a disability inclusion expert and/or a consumer with a disability by completing the attached form and/or attaching a summary of your qualifications or resume/vita. Again, if you are interested in participating, please reply to this email within one week and attach either the accompanying form and/or summary of qualifications/vita. Thank you for your interest in this study. Disability Inclusion Experts • • • • 20 or more years of professional/practical experience directly related to disability inclusion Published and/or presented in disability inclusion topics Minimum B.S. degree in disability-related field Award or Honor Recognition by Disability-related Professional Organization Warmest regards, Tammy B. Smith Consumers with Disabilities • Self-defined disability as defined by the Americans with Disabilities Act • Mature Adult (25+ years) • • Weekly consumer of goods and services Live in the community 193 APPENDIX C Pilot Study One Survey Development of Business Standards for Improving Service Quality for Consumers with Disabilities within the U.S. Service Industry Sector A Modified Delphi Study Pilot Study 1 Directions: Now that you have completed the service industry standards questionnaire, please answer the following questions. If possible, please provide a 3–4 sentence response per question. Please understand that your feedback will serve to improve the questionnaire for future participants. Your feedback will be very helpful! After Completing this Pilot Survey Once you have completed and submitted this pilot survey, you will receive a short telephone follow-up call to discuss any of your responses that may require further clarification. NOTE: If you have any questions about this survey, please feel free to contact Tammy B. Smith (researcher) via email of phone. Phone: 814.571.7580 Email: [email protected] Thank you so much for participating in this study! 194 Pilot Study 1 1. Which statements in the introduction of service industry standards questionnaire could be restated or reworded more clearly for participants? Please identify the specific statement and how you suggest rewording, if applicable. 2. What information would you suggest to be added to the introductory statement regarding the nature of the study? Please specify how the additional information would help the participant. 3. Which sentences in the questionnaire directions could be more clearly written? Please identify the specific sentences and how you would suggest that they be reworded. 4. After reading through the directions, what did you have difficulty understanding about how questionnaire was to be completed? Were there any specific instructions that you had to read more than once? If so, what needed to be read more than once? 5. How has your understanding of the service industry standard questionnaire enhanced by the operational definitions? Is there any information that should be added? Which of the operational definitions need to be further clarified? 6. What difficulties did you have with rating the service industry standards? Was the rating scale understandable? If not, what did you have problems understanding? Is there anything that could be more clearly explained about the rating scale? 7. Which service category descriptions were not helpful in rating the standards in the service industry standards questionnaire? Were you able to understand the service category by reading the description? What category descriptions were confusing or required more clarification? 8. Was there any overlap or redundancy in the service quality determinants presented? Would you suggest combining or separating any service determinant categories? 9. Were there any other issues that interfered with your ability to rate the standards? What could be added that would make it easier to rate the standards? Would you suggest that anything be removed from the questionnaire to make it easier to rate the standards? 10. How long did it take you to complete the service standards questionnaire? 195 APPENDIX D Iteration One Questionnaire SERVICE INDUSTRY STANDARDS FOR PROVIDING SERVICE QUALITY TO CONSUMERS WITH DISABILITIES: A MODIFIED DELPHI TECHNIQUE Iteration One Directions: Your assistance is needed to develop service industry standards for providing service quality to consumers with disabilities. Given your expertise related to disability, think about what you would recommend that a business incorporate (as a part of their business infrastructure) to offer the highest quality customer service to people with disabilities. The standards do not need to be disability-specific; however, should work to meet the expectations of customers of all abilities, without the need of the customer to request an accommodation or specially designed program. The goal of developing these standards is to offer businesses guidance for how they can improve the universal design of their businesses’ policies, processes, and procedures to improve the quality of service provided to people of all abilities. Please complete the questionnaire following these guidelines. 1. Review the Implied Consent statement. The submission of your responses implies your consent to participate in this study. 2. Review the entire questionnaire before starting to get a general understanding of the questionnaire. 3. Review all operational definitions used within the questionnaire. 4. For each service category, generate two or more standards that you believe would improve service quality for consumers with disabilities. Please be as specific as possible in your description of the standards. 5. When you complete the questionnaire, please submit your questionnaire through the email. You will receive a response to inform you that your submission was successful. After completing the questionnaire. When the researcher received all participants’ submissions, the questionnaires will be qualitatively analyzed. From the analysis, a second questionnaire will be developed. The second questionnaire will then be sent to you asking that you rate the standards that are currently being generated by this questionnaire. NOTE: The service quality determinants listed in this questionnaire are based upon a literature review that was completed for this study and a subsequent pilot study. If you have any questions about this questionnaire, please feel free to contact the researcher, Tammy B. Smith, at Phone: 814.571.7580 Email: [email protected] Thank you so much for participating in this study! 196 Operational Definitions: Consumer with a Disability: Within the context of this study, a consumer with a disability is a person with a disability who purchases goods or services for personal or group consumption. With respect to the individual, the term disability refers to (a) a physical or mental impairment that substantially limits one or more of the major life activities of such individual; (b) a record of such impairment; or (c) being regarded as having such an impairment. Service Quality: Service Quality is the measure of how well the service level that is delivered matches customer expectations. Service-Quality Determinants: Service Quality Determinants refer to those dimensions of service that, when expectations are met, assist to achieve service quality. Service-industry: The service-industry comprised of businesses that primarily earn revenue through providing intangible products and services. Examples of such businesses include, but are not limited to, financial, health, legal and educational, amusement, recreation, personal, and repair services; hotels, theatres, restaurants, museums, botanical and zoological parks. Standard: A standard is a “recognized unit of comparison by which the correctness of others can be determined.” Universal Design: The term “universal design” refers to the concept of designing all services and service environments to be accessible and usable to the greatest extent possible by everyone, regardless of their age, ability, or status in life. DETERMINANT 1: Reliability Consistency of performance and dependability Name of Standard Record Keeping (SAMPLE) 197 Description of Standard Keeps accurate records of customer’s transactions with the organization. DETERMINANT 2: Responsiveness Willingness or readiness of employees to provide service Name of Standard Description of Standard Timely Responses Returns customer calls promptly (usually within a 24 hour period). to Requests (SAMPLE) DETERMINANT 3: Access & Tangibles Approachability and ease of contact including access to physical facilities, personnel, products, machines and equipment Name of Standard Employee Training (SAMPLE) Description of Standard Service provision area is near or adjacent to accessible parking area. DETERMINANT 4: Humaneness & Courtesy Willingness to help with concerns and personal anxieties; sympathetic and nonintrusive response to client needs; respect for client; politeness; consideration and friendliness of contact personnel Name of Standard Service Provision Area (SAMPLE) Description of Standard Contact personnel will allow and respect the use of service animals, as needed by customers. 198 DETERMINANT 5: Communication Keeping customers informed in language they can understand and listening to them Name of Standard Service Animals (SAMPLE) Description of Standard All service desks or kiosks will be equipped with at least one textto-text communication devices. DETERMINANT 6: Competence & Credibility Possessing the required skills, knowledge and attitude to perform the service, including trustworthiness, believability, honesty Name of Standard Service Desks (SAMPLE) Description of Standard All service contact personnel will have training on inclusive concepts and approaches. DETERMINANT 7: Security Freedom from danger, risk or doubt Name of Standard Personnel (SAMPLE) Description of Standard Policies and procedures exist for evacuating individuals with varying abilities in the case of an emergency. DETERMINANT 8: Understanding/Knowing the Customer Making the effort to understanding the customer’s needs Name of Standard Policies & Procedures (SAMPLE) Description of Standard All contact personnel will have training on a variety of disabling conditions. 199 DETERMINANT 9: Enabling/Empowerment Enabling clients to take responsibility for personal development; creating opportunities and support for attainment of personal goals Name of Standard Personnel (SAMPLE) Description of Standard Personnel will always ask customer if any adaptation or modification of service is needed prior to providing any. DETERMINANT 10: Equity Equitable service delivery across individual clients Name of Standard Programs (SAMPLE) Description of Standard The same programs that are offered to customers without disabilities are also available to people with disabilities. If you would like to add any service quality determinants that were not listed above, please list the determinant, a short definition and any corresponding standards. Add New Determinant (please type here): ______________________________ Short Description: (please type here): __________________________________ Name of Standard Description of Standard Add New Determinant (please type here): ______________________________ Short Description: (please type here): __________________________________ Name of Standard Description of Standard Add New Determinant (please type here): ______________________________ Short Description: (please type here): __________________________________ Name of Standard Description of Standard Service Quality Determinant Categories U: Understanding/ Knowing the Customer 200 APPENDIX E Content Analysis Codebook Definition Examples Coding Rules Making an effort to understand the customer’s needs. Learning the customer’s specific requirements; providing individualized attention; recognizing the regular customer; disability-‐ related training. Any standards that that involve and understanding of the characteristics and conditions associated with various disabling conditions, types accommodations, adaptation and modification should be included under U. RES: Responsiveness Willingness or readiness of employees to provide service. Also, involves timeliness of service. Mailing a transaction slip immediately; calling a customer back quickly; giving prompt service (e.g., setting up appointments quickly) Distinction should be made between RES and HC. Humaneness/Courtesy is usually a precursor to responsiveness. AT: Access & Tangibles Approachability and ease of contact, including physical access to personnel, products, service machines, and equipment. Access should include access to physical environments, communication and business correspondence, information, service personnel, programs and/or service access to business operations. REL: Reliability Involves consistency of performance and dependability. Also, involves performing the service correctly the first time and honoring promises. Service is easily accessible by telephone; waiting time to receive service is not extensive; convenient hours of operation; convenient location of service facility; appearance and access of personnel; access of tools and equipment used to provide the service; physical representations of the service (e.g., credit card or bank statement, receipts); other customers in the service facilities. Accurate billing; keeping records correctly; performing service at the designated time; following through. Distinction should be made between REL and RES. 201 CC: Competence & Credibility Possession of the required skills and knowledge to perform the service, including trustworthiness, believability, honesty. Involves having the customers’ best interest at heart. COM: Communication Keeping customers informed in language they can understand and listening to them. Means that the company has to adjust its language for different consumers, increasing the level of sophistication with a well-‐educated customer and speaking simply and plainly with a novice. Freedom from danger, risk or doubt S: Security HC: Humaneness & Courtesy EE: Enabling & Empowerment E: Equity Willingness to help with concerns and personal anxieties; sympathetic and nonintrusive response to client needs; respect for client confidences and feelings. Politeness, respect, consideration, and friendliness of contact personnel (including receptionists and telephone operators, etc.) Enabling clients to take responsibility for personal development; creating opportunities and support for attainment of personal goals Equitable service delivery across individual clients Knowledge and skill of the contact personnel; knowledge and skill of the operational support personnel; research capability of the organization, company name; company reputation; personal characteristics of the contact personnel; the degree of hard sell involved in interactions with the customer. Explanation of the service itself; how much the service will cost; trade-‐offs between service and cost; assurance that problems will be handled; approaches to marketing; modifications and accommodations for receiving information about services; speaking directly to customer with disability. Standards that specify need for skills/abilities and knowledge are indicative of a need for competence. Distinction should be made between CC and U. Standards that support ethical behavior, reputation, credentials, and recognition should be included under CC. Distinction should be made between COM and AT. Any standards that offer general information and do not specify means of obtaining the information should be included in COM. Physical safety; financial security; confidentiality; emergency and evacuation policies and procedures; warning signals in variety of formats. Standards that relate to policies, procedures, and processes that offer customer safety and emergency response should be included under S. Standards that include efforts to empathize with the consumer challenges should be included under HC. Welcoming the customer, asking how to help, demonstrating patience when customer is communicating; consideration for the consumer’s property; allowing use of service animals; clean and neat appearance of public contact personnel. Asking customers about their needs for accommodation; allowing customers opportunities to participate in programs and services independently and within the least restrictive environment; not making assumptions about abilities. All programs and services provided to customers without disabilities are available and accessible to customers with disabilities (e.g. websites). Distinction should be made between EE and HC. Standards that include opportunities that afford independent access and participation should be included under EE. Standards that include efforts to offer same budgetary, personnel and programmatic commitment to providing service equity should be included under E. 202 APPENDIX F Pilot Study Two Survey DEVELOPING SERVICE INDUSTRY STANDARDS FOR PROVIDING SERVICE QUALITY TO CONSUMERS WITH DISABILITIES: A MODIFIED DELPHI STUDY Pilot Study 2 Directions: Now that you have completed the service industry standards questionnaire, please answer the following questions. If possible, please provide a 3–4 sentence response per question. Please understand that your feedback will serve to improve the questionnaire for future participants. Your feedback will be very helpful! After Completing this Pilot Survey Once you have completed and submitted this pilot survey, you will receive a short telephone follow-up call to discuss any of your responses that may require further clarification. NOTE: If you have any questions about this survey, please feel free to contact Tammy B. Smith (researcher) via email of phone. Phone: 814.571.7580 Email: [email protected] Thank you so much for participating in this study! 203 Pilot Study 2 1. Which statements in the introduction of service industry standards questionnaire could be restated or reworded more clearly for participants? Please identify the specific statement and how you suggest rewording, if applicable. 2. What information would you suggest to be added to the introductory statement regarding the nature of the study? Please specify how the additional information would help the participant. 3. Which sentences in the questionnaire directions could be more clearly written? Please identify the specific sentences and how you would suggest that they be reworded. 4. After reading through the directions, what did you have difficulty understanding about how questionnaire was to be completed? Were there any specific instructions that you had to read more than once? If so, what needed to be read more than once? 5. How has your understanding of the service industry standard questionnaire enhanced by the operational definitions? Is there any information that should be added? Which of the operational definitions need to be further clarified? 6. What difficulties did you have with rating the service industry standards? Was the rating scale understandable? If not, what did you have problems understanding? Is there anything that could be more clearly explained about the rating scale? 7. Which service category descriptions were not helpful in rating the standards in the service industry standards questionnaire? Were you able to understand the service category by reading the description? What category descriptions were confusing or required more clarification? 8. Were there any other issues that interfered with your ability to rate the standards? What could be added that would make it easier to rate the standards? Would you suggest that anything be removed from the questionnaire to make it easier to rate the standards? 9. How long did it take you to complete the service standards questionnaire? 204 APPENDIX G Iteration Two Questionnaire SERVICE INDUSTRY STANDARDS FOR PROVIDING SERVICE QUALITY TO CONSUMERS WITH DISABILITIES: A MODIFIED DELPHI TECHNIQUE Iteration Two Directions: Your assistance is needed to rate the standards for providing service quality to consumers with disabilities. Given your expertise related to disability, think about what you would recommend that service-oriented businesses incorporate (as a part of their business infrastructure) to offer the highest quality customer service to people of all abilities. Ratings should be based upon your professional knowledge and/or experience. Please complete the questionnaire following these guidelines. 1. Review the entire questionnaire before starting to get a general understanding of the questionnaire. 2. Review all operational definitions used within the questionnaire. 3. Using the rating scale at the end of each page, rate the standard in terms of its importance by typing a number from 1 to 5 into the RATING column (1=most important; 5 = least important). Please remember to save your work as you progress through the questionnaire. 4. When you complete the questionnaire, please return your questionnaire via email as an attachment to Tammy B. Smith at [email protected]. After completing the questionnaire. When the researcher has received all iteration two submissions, the questionnaires will be quantitatively analyzed. From the analysis, a third questionnaire will be developed. The third questionnaire will then be sent to you asking that you rate the standards again given your knowledge of the results from iteration two. NOTE: The service quality determinants listed in this questionnaire are based upon a literature review that was completed for this study and a subsequent pilot study. If you have any questions about this questionnaire, please feel free to contact the researcher, Tammy B. Smith, at Phone: 814.571.7580 Email: [email protected] Thank you so much for participating in this study! 205 Operational Definitions: Consumer with a Disability: Within the context of this study, a consumer with a disability is a person with a disability who purchases goods or services for personal or group consumption. With respect to the individual, the term disability refers to (d) a physical or mental impairment that substantially limits one or more of the major life activities of such individual; (e) a record of such impairment; or (f) being regarded as having such an impairment. Service Quality: Service Quality is the measure of how well the service level that is delivered matches customer expectations. Service-Quality Determinants: Service Quality Determinants refer to those dimensions of service that, when expectations are met, assist to achieve service quality. Service-industry: The service-industry comprised of businesses that primarily earn revenue through providing intangible products and services. Examples of such businesses include, but are not limited to, financial, health, legal and educational, amusement, recreation, personal, and repair services; hotels, theatres, restaurants, museums, botanical and zoological parks. Standard: A standard is a “recognized unit of comparison by which the correctness of others can be determined.” Universal Design: The term “universal design” refers to the concept of designing all services and service environments to be accessible and usable to the greatest extent possible by everyone, regardless of their age, ability, or status in life. 206 DETERMINANT 3: Access & Tangibles Approachability and ease of contact including access to physical facilities, personnel, products, machines and equipment Name of Standard Description Essential Standard is required for service quality 1 Critical Standard is required for service quality in most situations 2 Highest Importance Rating Rating Scale Basic Not Needed Standard is Standard is not Standard is not required for required for required for service quality, service quality service quality except in some in most situations situations 3 4 5 Least Importance DETERMINANT 4: Humaneness & Courtesy Willingness to help with concerns and personal anxieties; sympathetic and nonintrusive response to client needs; respect for client; politeness; consideration and friendliness of contact personnel Name of Standard Essential Standard is required for service quality 1 Description Critical Standard is required for service quality in most situations 2 Highest Importance Rating Rating Scale Basic Not Needed Standard is Standard is not Standard is not required for required for required for service quality, service quality service quality except in some in most situations situations 3 4 5 Least Importance 207 5: Communication Keeping customers informed in language they can understand and listening to them Name of Standard Description Essential Standard is required for service quality 1 Critical Standard is required for service quality in most situations 2 Highest Importance Rating Rating Scale Basic Not Needed Standard is Standard is not Standard is not required for required for required for service quality, service quality service quality except in some in most situations situations 3 4 5 Least Importance DETERMINANT 6: Competence & Credibility Possessing the required skills, knowledge and attitude to perform the service, including trustworthiness, believability, honesty Name of Standard Essential Standard is required for service quality 1 Description Critical Standard is required for service quality in most situations 2 Highest Importance Rating Rating Scale Basic Not Needed Standard is Standard is not Standard is not required for required for required for service quality, service quality service quality except in some in most situations situations 3 4 5 Least Importance 208 DETERMINANT 7: Security Freedom from danger, risk or doubt Name of Standard Description Essential Standard is required for service quality 1 Critical Standard is required for service quality in most situations 2 Highest Importance Rating Rating Scale Basic Not Needed Standard is Standard is not Standard is not required for required for required for service quality, service quality service quality except in some in most situations situations 3 4 5 Least Importance DETERMINANT 8: Understanding/Knowing the Customer Making the effort to understand the customer’s needs Name of Standard Essential Standard is required for service quality 1 Description Critical Standard is required for service quality in most situations 2 Highest Importance Rating Rating Scale Basic Not Needed Standard is Standard is not Standard is not required for required for required for service quality, service quality service quality except in some in most situations situations 3 4 5 Least Importance 209 DETERMINANT 9: Enabling/Empowerment Enabling clients to take responsibility for personal development; creating opportunities and support for attainment of personal goals Name of Standard Description Essential Standard is required for service quality 1 Critical Standard is required for service quality in most situations 2 Highest Importance Rating Rating Scale Basic Not Needed Standard is Standard is not Standard is not required for required for required for service quality, service quality service quality except in some in most situations situations 3 4 5 Least Importance DETERMINANT 10: Equity Equitable service delivery across individual clients Name of Standard Essential Standard is required for service quality 1 Description Critical Standard is required for service quality in most situations 2 Highest Importance Rating Rating Scale Basic Not Needed Standard is Standard is not Standard is not required for required for required for service quality, service quality service quality except in some in most situations situations 3 4 5 Least Importance 210 APPENDIX H Iteration Three Questionnaire SERVICE INDUSTRY STANDARDS FOR PROVIDING SERVICE QUALITY TO CONSUMERS WITH DISABILITIES: A MODIFIED DELPHI TECHNIQUE Iteration Three Directions: Your assistance is needed to rate the standards for improving service quality to consumers with disabilities. Given your expertise related to disability, think about what you would recommend that businesses incorporate (as a part of their business infrastructure) to offer the highest quality customer service to people with disabilities. Ratings should be based upon your professional knowledge and/or experience. Please complete the questionnaire following these guidelines. 1. Review the entire questionnaire before starting to get a general understanding of the questionnaire. 2. Review all operational definitions used within the questionnaire. 3. Using the rating scale at the end of each page, rate the standard in terms of its importance by typing a number from 1 to 5 into the RATING column (1=most important; 5 = least important). The RECOMMENDED column indicates the average ratings of experts from the last questionnaire. You may refer to the recommended rating if you wish as you complete your rating. NOTE: *asterisks indicate standards where 5 or more participants disagreed with the rating indicating a need for further thought. Please remember to save your work as you progress through the questionnaire. 4. When you complete the questionnaire, please return your questionnaire via email as an attachment to Tammy B. Smith at [email protected]. After completing the questionnaire. When the researcher has received all iteration three submissions, the questionnaires will be quantitatively analyzed. NOTE: The service quality determinants listed in this questionnaire are based upon a literature review that was completed for this study and a subsequent pilot study. If you have any questions about this questionnaire, please feel free to contact the researcher, Tammy B. Smith, at Phone: 814.571.7580 Email: [email protected] Thank you so much for participating in this study! Operational Definitions: 211 Consumer with a Disability: Within the context of this study, a consumer with a disability is a person with a disability who purchases goods or services for personal or group consumption. With respect to the individual, the term disability refers to (a) a physical or mental impairment that substantially limits one or more of the major life activities of such individual; (b) a record of such impairment; or (c) being regarded as having such an impairment. Service Quality: Service Quality is the measure of how well the service level that is delivered matches customer expectations. Service-Quality Determinants: Service Quality Determinants refer to those dimensions of service that, when expectations are met, assist to achieve service quality. Service-industry: The service-industry comprised of businesses that primarily earn revenue through providing intangible products and services. Examples of such businesses include, but are not limited to, financial, health, legal and educational, amusement, recreation, personal, and repair services; hotels, theatres, restaurants, museums, botanical and zoological parks. Standard: A standard is a “recognized unit of comparison by which the correctness of others can be determined.” Universal Design: The term “universal design” refers to the concept of designing all services and service environments to be accessible and usable to the greatest extent possible by everyone, regardless of their age, ability, or status in life. 212 DETERMINANT 1: Reliability Consistency of performance and dependability Name of Standard Description Essential Standard is required for service quality 1 Critical Standard is required for service quality in most situations 2 Highest Importance Recommended Rating Rating Scale Basic Not Needed Standard is Standard is not Standard is not required for required for required for service quality, service quality service quality except in some in most situations situations 3 4 5 Least Importance DETERMINANT 2: Responsiveness Willingness or readiness of employees to provide service Name of Standard Essential Standard is required for service quality 1 Description Critical Standard is required for service quality in most situations 2 Highest Importance Recommended Rating Rating Scale Basic Not Needed Standard is Standard is not Standard is not required for required for required for service quality, service quality service quality except in some in most situations situations 3 4 5 Least Importance 213 DETERMINANT 3: Access & Tangibles Approachability and ease of contact including access to physical facilities, personnel, products, machines and equipment Name of Standard Description Essential Standard is required for service quality 1 Critical Standard is required for service quality in most situations 2 Highest Importance Recommended Rating Rating Scale Basic Not Needed Standard is Standard is not Standard is not required for required for required for service quality, service quality service quality except in some in most situations situations 3 4 5 Least Importance DETERMINANT 4: Humaneness & Courtesy Willingness to help with concerns and personal anxieties; sympathetic and nonintrusive response to client needs; respect for client; politeness; consideration and friendliness of contact personnel Name of Standard Essential Standard is required for service quality 1 Description Critical Standard is required for service quality in most situations 2 Highest Importance Recommended Rating Rating Scale Basic Not Needed Standard is Standard is not Standard is not required for required for required for service quality, service quality service quality except in some in most situations situations 3 4 5 Least Importance 214 DETERMINANT 5: Communication Keeping customers informed in language they can understand and listening to them Name of Standard Description Essential Standard is required for service quality 1 Critical Standard is required for service quality in most situations 2 Highest Importance Recommended Rating Rating Scale Basic Not Needed Standard is Standard is not Standard is not required for required for required for service quality, service quality service quality except in some in most situations situations 3 4 5 Least Importance DETERMINANT 6: Competence & Credibility Possessing the required skills, knowledge and attitude to perform the service, including trustworthiness, believability, honesty Name of Standard Essential Standard is required for service quality 1 Description Critical Standard is required for service quality in most situations 2 Highest Importance Recommended Rating Rating Scale Basic Not Needed Standard is Standard is not Standard is not required for required for required for service quality, service quality service quality except in some in most situations situations 3 4 5 Least Importance 215 DETERMINANT 7: Security Freedom from danger, risk or doubt Name of Standard Description Essential Standard is required for service quality 1 Critical Standard is required for service quality in most situations 2 Highest Importance Recommended Rating Rating Scale Basic Not Needed Standard is Standard is not Standard is not required for required for required for service quality, service quality service quality except in some in most situations situations 3 4 5 Least Importance DETERMINANT 8: Understanding/Knowing the Customer Making the effort to understand the customer’s needs Name of Standard Essential Standard is required for service quality 1 Description Critical Standard is required for service quality in most situations 2 Highest Importance Recommended Rating Rating Scale Basic Not Needed Standard is Standard is not Standard is not required for required for required for service quality, service quality service quality except in some in most situations situations 3 4 5 Least Importance 216 DETERMINANT 9: Enabling/Empowerment Enabling clients to take responsibility for personal development; creating opportunities and support for attainment of personal goals Name of Standard Description Essential Standard is required for service quality 1 Critical Standard is required for service quality in most situations 2 Highest Importance Recommended Rating Rating Scale Basic Not Needed Standard is Standard is not Standard is not required for required for required for service quality, service quality service quality except in some in most situations situations 3 4 5 Least Importance DETERMINANT 10: Equity Equitable service delivery across individual clients Name of Standard Essential Standard is required for service quality 1 Description Critical Standard is required for service quality in most situations 2 Highest Importance Recommended Rating Rating Scale Basic Not Needed Standard is Standard is not Standard is not required for required for required for service quality, service quality service quality except in some in most situations situations 3 4 5 Least Importance 217 APPENDIX I Sum of Mean Scores for All Standards Variable U1 Training U2 Disability Awareness Hidden Disabilities U3 U4 U5 Models of Disability Exposure U6 Disability Rights U7 Simulations U8 Return on Investment U9 Myths & Misperceptions Employee Orientation Disability-‐ appropriate approaches Professional Associations U10 U11 U12 U13 Disability Market R1 Approach R2 Request Response R3 Helping R4 Complaints R5 Access Problems R6 Response Tracking Strategic Plans R7 Name Standard Expert Means Consumer Means Sum of Means Training regarding serving customers with disabilities is offered to all employees, at every level of management, and to third parties, who act on behalf of the business. Training is provided regarding characteristics/types of various disabling conditions. Training is provided on how to interact with and offer inclusive services to customers with disabilities that are not readily visible. Training is provided on the various models of disability (e.g., medical, social). The company involves people with disabilities in training programs. Training is provided on the history of disability rights. The company includes disability simulations as part of their customer service training protocol. The company understands of the ROI for attracting and retaining people with disabilities for their business. Training is provided regarding common myths and misperceptions of individuals with disabilities. Inclusive customer service training is provided within new employee orientation. Training is provided on disability-‐appropriate approaches to engaging customers with disabilities in programs and services. The company has a membership to professional organizations that address disability and inclusion issues. The company has a business plan to attract and retain the disability and aging market. Business personnel will approach customers immediately upon arrival to discern their needs. Businesses respond to requests for accommodation within an agreed upon and "reasonable" time frame. When observing a customer having difficulty, service personnel approach the customer and ask if he/she needs assistance. The company has a universally accessible process (offered in alternative formats) for receiving and responding to complaints. Personnel respond to problems with accessibility to products/services immediately (or as soon as feasible). The company has a system that tracks response time to customer requests. Strategic plans incorporate goals and objectives for addressing universal access to business products & services 1.88 1.48 3.36 3.00 1.74 4.74 1.44 1.17 2.31 2.80 1.91 4.71 1.16 1.26 2.42 3.40 2.65 6.05 2.00 1.57 3.57 1.24 1.39 2.63 1.44 1.65 3.09 1.16 1.13 2.29 1.36 1.17 2.53 3.20 2.48 5.68 1.68 1.65 3.33 1.76 2.04 3.80 1.44 1.52 2.96 1.84 1.74 3.58 1.44 1.30 2.74 2.04 2.35 4.39 1.92 1.13 3.05 1.76 1.61 3.37 218 R8 Mission Statement R9 Monitor Parking R10 Problem Resolution AT1 Legislation AT2 Barriers AT3 Accessible Routes AT4 Websites AT5 Computer Technologies AT6 Service Environments AT7 Scooters/Wheelc hairs AT8 Maintenance AT9 Website Access AT10 Alternative to Physical Access AT11 AT12 Accessible Entrances Adjacent Parking AT13 Service Desks AT14 AT16 Product Placement Snow/Ice Removal Anti-‐slip Surfaces AT17 Coat Closets AT18 Transportation AT19 Equipment Maintenance AT15 Companies should include a commitment to serving customers with disabilities in their mission statement. The company monitors appropriate use of handicapped/accessible parking spaces and notify authorities or violations. Businesses attempt resolve customer problems/complaints with one transaction/interaction. Employees are educated regarding all applicable laws & legislation (ADA, ABA, Section 504, HIPAA, etc.) Customer service personnel are trained to recognize and remove service barriers in the service environment. All service routes are accessible, and free of debris and other removable barriers. The company's IT department is educated about the need for accessible websites and all associated compliance requirements. All computer technologies, including third party applications used by the business, are accessible and usable to individuals with disabilities. All service environments meet compliance standards outlined under the Americans with Disabilities Act (ADA). In large service environments, scooters and wheelchairs are available for temporary use by customers. All accessible features of the service environment (e.g., ramps, platform lifts, automatic doors, public TTYs) are maintained on a regularly scheduled (and as needed) basis. All websites, and third party sites that offer services on behalf of the company, will meet accessibility standards set by W3C WAI standards. Alternatives to physically accessing a service environment to obtain assistance (e.g., email, virtual assistant) are offered. Accessible entrances are be clearly marked with signage. Service areas are adjacent to handicapped/accessible parking areas. Service desks have a lower and clear space for interactions with customers who use wheelchairs. Products and services are placed within reach ranges specified in ADAAG. External access routes are prioritized for snow and ice removal. All accessible routes are free of slippery surfaces (e.g., loose rugs, wet areas). Areas where coats, backpacks, boots, etc. are stored have lowered areas for customer access. All transportation available to customers includes accessible transportation options. The company has a plan for maintaining all adaptive/specially designed equipment used in service provision. 1.32 1.17 2.49 1.76 1.74 3.50 1.48 1.61 3.09 1.76 1.70 3.46 1.32 1.17 2.49 1.20 1.04 2.24 1.40 1.39 2.79 1.88 1.61 3.49 1.20 1.13 2.33 1.28 1.74 3.02 1.24 1.09 1.33 1.28 1.09 1.37 1.56 1.35 2.91 1.28 1.04 1.32 1.20 1.39 2.59 1.20 1.26 2.46 1.36 1.22 2.58 1.36 1.22 2.56 1.24 1.04 2.24 1.32 1.57 3.89 1.28 1.22 2.50 1.24 1.17 2.41 219 AT20 Product/Service Access AT21 Attitude AT22 Provision of Generic Equipment REL1 Consistency of Training REL2 Assessment REL3 Website Evaluation Follow-‐through REL4 REL5 Evaluation & Metrics REL6 Access Audits REL7 Service Consistency CC1 Assistive Technology Accommodations CC2 CC3 CC4 Ethics Support Materials CC5 Partnership CC6 Human Capital CC7 Available Accommodations CC8 Inclusive Policy & Procedures Employee Peer Mentoring CC9 CC10 Employee Incentives All business products and services can be accessed through multiple channels (e.g., websites, in-‐ person, email, virtual assistance, telephone, chat/instant messaging). Employees demonstrate a positive "can do" attitude when working with any customer. Generic equipment often used by customers with disabilities (e.g., reaching tool for grasping products, disposable magnifiers, beach wheelchairs) is made available. Customer service training is offered on an on-‐going and consistent basis (and more often when there are any changes in policies, procedures and/or practices that affect customer service). Business will conduct disability impact and service quality assessments/evaluations on an on-‐going basis. Websites are consistently and rigorously evaluated for accessibility on an on-‐going basis. Businesses will follow-‐through with intended actions expressed to customers regarding accommodation requests. There is an accessible strategy for obtaining feedback from customers regarding service quality (e.g., focus groups, surveys, interviews, mystery shopper program). The business conducts comprehensive accessibility assessments to determine service gaps and develop accessibility improvement plans. Businesses ensure that customer service practices at one location are consistent across all of the company's service environments. Service personnel are aware of and learn how to use assistive technology (e.g., TTY/TDD, TRS). Personnel know how to make accommodations to products and services for customers with disabilities. Training is provided on customer service ethics. Support materials (e.g., examples of common accommodations) are available to service personnel. The business has developed partnerships with disability-‐related organizations to assist with activities (e.g., assessments, program evaluation, training) that promote service quality. The business actively recruits and hires customer service employees who have competence working with individuals who have disabilities. Service personnel are aware of the possible modifications that they can make within their service area/environment. Service personnel are aware of policies and procedures related to inclusive service practice. Peer mentoring is provided to increase employee knowledge and competence in serving customers with disabilities. There is an employee incentive program to reward employees who demonstrate exemplary customer service to individuals with disabilities. 1.52 1.26 2.78 1.20 1.17 2.37 2.00 1.91 3.91 1.56 1.35 2.91 1.28 1.13 2.41 1.56 1.39 2.95 1.80 1.39 3.19 1.40 1.48 2.88 1.28 1.43 2.71 1.80 1.57 3.37 1.52 1.48 3.00 1.32 1.17 2.49 1.24 1.76 1.26 1.26 2.50 3.02 1.92 1.65 3.57 1.60 1.83 3.43 1.64 1.35 2.99 1.56 1.09 2.65 1.88 1.96 3.84 2.40 2.48 4.88 220 CC11 "Go-‐to" Employees CC12 Company Culture COM1 COM2 Service Animals COM3 People-‐First COM4 Employment COM5 American Sign Language Direct Communication COM6 COM7 Positive Language COM8 Accessibility Features COM9 Website Feedback Business Literature COM10 COM11 Communicating Malfunctions COM12 Intercom Service COM13 Signage for Assistance Request COM14 Clear Signage COM15 Type-‐Talk Devices COM16 Display racks/shelves COM17 Accessibility Symbol Inclusion/Accom modation Statement COM18 Interaction The company has a designated "go to" individual (or group of individuals) knowledgeable about disability inclusion to offer support to customers and personnel. Personnel from all levels of the organization receive inclusive customer service training. Training is provided on how to interact with customers who use service animals. Training is provided to personnel on how to communicate and interact with individuals with different types of disabilities. Employees are trained on how to use "person-‐ first" terminology in verbal and written communications. The business employs individuals with disabilities in professional positions to demonstrate a commitment to disability and inclusion. Training is be provided on American Sign Language to communicate to deaf individuals. Service personnel communicate directly with a customer who has a disability, rather than their companion or caregiver when feasible. Service personnel use positive, non-‐paternalistic, language when communicating with customers. All accessibility features (and accessibility limitations) are prominently communicated on the company's homepage. All websites include a feedback portal for customer feedback about website accessibility. All business literature is available in alternative formats (e.g., verbally stating information, TTY, amplified volume, magnified/enlarged font). Business will have a mechanism for notifying customers when accessible features of the business are not working. An outdoor intercom is available for customers who may need assistance entering a service environment. A sign indicating what customers who need assistance should do to require assistance is posted at or just inside the entrance to the service environment. Accessibility signage includes both writing and a graphic. Service desks/kiosks have a TTY/TDD, Instant Messaging (IM capability), VRS, or other communication option to serve deaf customers who are physically on-‐ or off-‐site. High display racks or shelves have signage that directs a customer who needs assistance to personnel who can assist. All accessibility-‐related signage displays the International Symbol of Accessibility. Entrance to the service environment displays a statement that the business welcomes individuals of all abilities and information (including contact information) on how to request assistance, if needed. 1.92 1.70 3.62 1.24 1.17 2.41 1.48 1.35 2.83 2.56 2.04 4.60 1.48 1.22 2.70 1.24 1.09 2.33 1.40 1.35 2.75 1.32 1.22 2.54 1.60 1.39 2.99 2.12 1.78 3.90 1.24 1.13 2.37 1.36 1.39 2.75 1.76 1.22 2.98 2.16 1.91 4.07 1.24 1.43 2.67 1.36 1.17 2.53 1.44 1.13 2.57 2.04 1.43 3.47 2.20 1.30 3.50 1.72 1.96 3.68 221 COM19 Service Pager COM20 Communicate Service Quality Performance COM21 Marketing Materials COM22 Marketing Accommodations COM23 Visual Representation COM24 Videos/Webcasts /Webinars COM25 Registration/Enro llment Emergency Planning S1 S2 Contingency Plan S3 Privacy of Records/Transact ions Currency Exchange S4 S5 Staff Identification S6 Emergency Drills S7 Evacuation Policy S8 Lifting/Handling Customers S9 Emergency Consultation S10 Individualized Emergency Alert S11 Accessible Exits S12 Safety Escorts S13 Warning Signals Customers are offered a universally designed accessible service pager that they can use to solicit assistance when needed. The company measures and publishes their service quality performance in areas that are accessible to customers with disabilities (e.g., annual reports, websites). Marketing materials include information on a commitment to serving people of all abilities, a contact person, and multiple contact options for requesting assistance/accommodation. The availability of assistive devices/technology should be displayed in company literature, websites, and appropriate marketing materials. All images and graphics of customers with disabilities present a positive and realistic representation of individuals with disabilities. All customer-‐related videos, webcasts, webinars, etc. are closed captioned and provide audio-‐ description for customers with sensory problems. The company provides multiple formats for registration or enrollment in service offerings. Training is provided on emergency polices and procedures that includes alerting, accommodating and/or evacuating customers with disabilities. The company has a contingency plan when accessible features (e.g. elevators, doors) are malfunctioning. The business abides by all laws (e.g., HIPAA) when using, sharing, and securing customer-‐related information. When exchanging money with someone who is blind, the company provides a second employee who will observe and concur with the transaction. Staff are clearly delineated by a company uniform, readable name tag (large print) or some other form of consistent company identification. All business employees participate in practice drills for accommodating and evacuating customers with disabilities. The business will establish policies and procedures for evacuating individuals with disabilities in light of an emergency. Business employees receive training on the appropriate handling and lifting of customers with disabilities in the case of an emergency. Businesses consult regularly with local emergency preparedness agencies on safety/evacuation procedures. The company has an individualized notification system (e.g., text-‐alert) to alert of any emergencies within their service environment. Businesses have more than one accessible exit in the case of an emergency. Large service environments offer an escort service to ensure that customers reach their car, bus, ride, service destination, etc. safely. All auditory signals warning of an emergency will have a visual equivalent, and vice versa. 3.00 2.83 5.83 2.36 1.96 4.32 1.80 1.78 3.58 1.92 1.83 3.75 1.32 1.09 2.41 1.72 1.04 2.76 1.32 1.22 2.54 2.20 1.26 3.46 1.76 1.13 2.89 1.40 1.26 2.66 1.56 1.00 2.56 1.32 1.04 2.36 1.16 1.13 2.29 2.80 1.61 4.40 1.60 1.30 2.90 1.40 1.17 2.57 2.04 1.61 3.65 1.32 1.09 2.41 2.20 2.30 4.50 1.32 1.00 2.32 222 S14 Evacuation Chair HC1 Referral Sources HC2 Patience HC3 Privacy HC4 Triggers HC5 Disability Etiquette HC6 Referral HC7 Cleanliness HC8 Priority Entrance & Seating HC9 Rest Areas HC10 HC11 Carrying Merchandise Cleaning Supplies HC12 Personal Property HC13 Personal Space HC14 Respect for Equipment/Servic e Animals HC15 Varying Times EE1 EE2 Customer Peer Mentoring Expectations EE3 Personal Shopper EE4 Asking Businesses with service environments on multiple floors have at least one evacuation-‐chair that is maintained and available for emergency evacuations, in addition to other pertinent evacuation supplies/equipment. Service personnel are offered referral sources and instructed on how to offer a "warm hand-‐off" when needs cannot be met through accommodation. Service personnel will offer customers time to communicate their needs and/or perform desired tasks. A private room/space is provided where customer with disabilities can take care of any disability-‐ related issues/needs. Service environments are free of potential "triggers" such as loud music and noise, closed doors, etc. Business personnel use appropriate disability etiquette when interacting with and/or talking about customers with disabilities. Businesses that are not able to accommodate a customer should provide a "warm hand-‐off" to an appropriate referral source. Companies keep service environments, including restrooms, clear of debris and access barriers. Customers with disabilities are offered earlier entrance to events/venues/facilities to secure a space that is safe and appropriate for service engagement. Service areas have benches or areas where a customer with a disability can rest. Service personnel offer customers assistance with carrying package or large merchandise. Companies offer supplies to clean off wheelchairs, canes, hands, etc. at the entrance to the service environment. All customer's personal property is handled with respect and safely secured, as appropriate. Businesses respect a customer's personal space, including any mobility or assistive equipment utilized by the customer. Personnel refrain from removing, touching or handling a customer's personal equipment and/or service animals without the customer’s prior permission. Programs and services are staggered so that they occur at various times throughout the day. Peer mentoring is offered to customers with disabilities to assist with service engagement. Businesses communicate the expected response time to customer requests for assistance and ask customers what time frame they need. The business offers a "personal shopper" (upon request) to assist customers with disabilities throughout the service environment. Business personnel always ask the customer if they can assist the customer in anyway to discern the customer’s need/desire for assistance. 1.28 1.09 2.37 1.36 1.17 2.53 1.84 1.26 3.07 1.60 1.04 2.64 2.44 1.96 4.40 1.48 1.26 2.74 1.32 1.09 2.41 1.60 1.91 3.51 2.20 1.35 3.55 1.44 1.39 2.83 1.80 1.48 3.28 3.08 2.83 5.91 1.24 1.13 2.37 1.16 1.04 2.20 1.20 1.09 2.29 2.00 1.96 3.96 1.64 1.83 3.47 1.56 1.78 3.34 1.92 1.83 3.75 1.72 1.74 3.46 223 EE5 Monitor EE6 Service Technology EE7 Customer Engagement EE8 Choice EE9 EE10 Clarification of Expectations Assumptions E1 Service Offerings E2 Response Time E3 Maps of Accessible Routes E4 Service Practice Equity E5 Equal Fees E6 Financial Support Service personnel observe customers to discern the customer's ability to navigate the service environment and/or need for assistance. All service technology allows customers to independently increase volume, font size, contrast, etc. to enable access. Individuals with disabilities are involved in all phases of the service process, including policy and procedure development, strategic planning, change management, marketing, information sharing, etc. Businesses present options with respect to products and services to offer customer choice. Service personnel clarify customer expectations of the service prior to service provision. Company personnel assume the same ability and competence from a customer with a disability as they do from any other customer. Services are offered in the most integrated setting as possible. Personnel respond to customers with disabilities request for assistance in the same time frame as offered to other customers. Maps of accessible routes are available at business entrances in alternative formats (e.g., large print, audio). All customer service practices followed for individuals without disabilities are also followed when providing customer service to people with varying abilities. Businesses charge the same fees for services, even when providing an accommodation, as is charged to all other customers. The company has designated financial support for the inclusion of customers with disabilities in its programs and services. 2.00 2.17 4.17 2.04 2.00 4.04 1.84 1.61 3.45 2.32 1.74 4.06 1.76 1.48 3.24 1.36 2.22 3.58 1.20 1.22 2.42 1.16 1.09 2.25 1.36 1.39 2.75 1.32 1.17 2.49 1.44 1.17 2.61 1.40 1.48 2.88 224 Appendix J Accessibility for Ontarians with Disabilities Act, 2005 ONTARIO REGULATION 429/07 ACCESSIBILITY STANDARDS FOR CUSTOMER SERVICE Consolidation Period: From December 14, 2012 to the e-Laws currency date. Last amendment: O. Reg. 415/12. This is the English version of a bilingual regulation. SKIP TABLE OF CONTENTS 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. Schedule 1 Schedule 2 Purpose and application Effective dates Establishment of policies, practices and procedures Use of service animals and support persons Notice of temporary disruptions Training for staff, etc. Feedback process for providers of goods or services Notice of availability of documents Format of documents Compliance Accessibility report Boards, commissions, authorities and agencies Broader public sector CONTENTS Purpose and application 1. (1) This Regulation establishes accessibility standards for customer service and it applies to every designated public sector organization and to every other person or organization that provides goods or services to members of the public or other third parties and that has at least one employee in Ontario. O. Reg. 429/07, s. 1 (1). (2) In this Regulation, “designated public sector organization” means the Legislative Assembly and the offices of persons appointed on the address of the Assembly, every ministry of the Government of Ontario, every municipality and every person or organization listed in Schedule 1 or described in Schedule 2 to this Regulation; (“organisation désignée du secteur public”) “provider of goods or services” means a person or organization to whom this Regulation applies. (“fournisseur de biens ou de services”) O. Reg. 429/07, s. 1 (2). 225 Effective dates 2. The accessibility standards for customer service apply to the designated public sector organizations on and after January 1, 2010 and to other providers of goods or services on and after January 1, 2012. O. Reg. 429/07, s. 2. Establishment of policies, practices, and procedures 3. (1) Every provider of goods or services shall establish policies, practices and procedures governing the provision of its goods or services to persons with disabilities. O. Reg. 429/07, s. 3 (1). (2) The provider shall use reasonable efforts to ensure that its policies, practices, and procedures are consistent with the following principles: 1. The goods or services must be provided in a manner that respects the dignity and independence of persons with disabilities. 2. The provision of goods or services to persons with disabilities and others must be integrated unless an alternate measure is necessary, whether temporarily or on a permanent basis, to enable a person with a disability to obtain, use or benefit from the goods or services. 3. Persons with disabilities must be given an opportunity equal to that given to others to obtain, use and benefit from the goods or services. O. Reg. 429/07, s. 3 (2). (3) Without limiting subsections (1) and (2), the policies must deal with the use of assistive devices by persons with disabilities to obtain, use or benefit from the provider’s goods or services or the availability, if any, of other measures which enable them to do so. O. Reg. 429/07, s. 3 (3). (4) When communicating with a person with a disability, a provider shall do so in a manner that takes into account the person’s disability. O. Reg. 429/07, s. 3 (4). (5) Every designated public sector organization and every other provider of goods or services that has at least 20 employees in Ontario shall prepare one or more documents describing its policies, practices and procedures and, upon request, shall give a copy of a document to any person. O. Reg. 429/07, s. 3 (5). Use of service animals and support persons 4. (1) This section applies if goods or services are provided to members of the public or other third parties at premises owned or operated by the provider of the goods or services and if the public or third parties have access to the premises. O. Reg. 429/07, s. 4 (1). (2) If a person with a disability is accompanied by a guide dog or other service animal, the provider of goods or services shall ensure that the person is permitted to enter the premises with the animal and to keep the animal with him or her unless the animal is otherwise excluded by law from the premises. O. Reg. 429/07, s. 4 (2). (3) If a service animal is excluded by law from the premises, the provider of goods or services shall ensure that other measures are available to enable the person with a disability to obtain, use or benefit from the provider’s goods or services. O. Reg. 429/07, s. 4 (3). 226 (4) If a person with a disability is accompanied by a support person, the provider of goods or services shall ensure that both persons are permitted to enter the premises together and that the person with a disability is not prevented from having access to the support person while on the premises. O. Reg. 429/07, s. 4 (4). (5) The provider of goods or services may require a person with a disability to be accompanied by a support person when on the premises, but only if a support person is necessary to protect the health or safety of the person with a disability or the health or safety of others on the premises. O. Reg. 429/07, s. 4 (5). (6) If an amount is payable by a person for admission to the premises or in connection with a person’s presence at the premises, the provider of goods or services shall ensure that notice is given in advance about the amount, if any, payable in respect of the support person. O. Reg. 429/07, s. 4 (6). (7) Every designated public sector organization and every other provider of goods or services that has at least 20 employees in Ontario shall prepare one or more documents describing its policies, practices and procedures with respect to the matters governed by this section and, upon request, shall give a copy of a document to any person. O. Reg. 429/07, s. 4 (7). (8) In this section, “guide dog” means a guide dog as defined in section 1 of the Blind Persons’ Rights Act; (“chien-guide”) “service animal” means an animal described in subsection (9); (“animal d’assistance”) “support person” means, in relation to a person with a disability, another person who accompanies him or her in order to help with communication, mobility, personal care, or medical needs or with access to goods or services. (“personne de soutien”) O. Reg. 429/07, s. 4 (8). (9) For the purposes of this section, an animal is a service animal for a person with a disability, (a) if it is readily apparent that the animal is used by the person for reasons relating to his or her disability; or (b) if the person provides a letter from a physician or nurse confirming that the person requires the animal for reasons relating to the disability. O. Reg. 429/07, s. 4 (9). Notice of temporary disruptions 5. (1) If, in order to obtain, use or benefit from a provider’s goods or services, persons with disabilities usually use particular facilities or services of the provider and if there is a temporary disruption in those facilities or services in whole or in part, the provider shall give notice of the disruption to the public. O. Reg. 429/07, s. 5 (1). (2) Notice of the disruption must include information about the reason for the disruption, its anticipated duration and a description of alternative facilities or services, if any, that are available. O. Reg. 429/07, s. 5 (2). (3) Notice may be given by posting the information at a conspicuous place on premises owned or operated by the provider of goods or services, by posting it on the 227 provider’s website, if any, or by such other method as is reasonable in the circumstances. O. Reg. 429/07, s. 5 (3). (4) Every designated public sector organization and every other provider of goods or services that has at least 20 employees in Ontario shall prepare a document that sets out the steps to be taken in connection with a temporary disruption and, upon request, shall give a copy of the document to any person. O. Reg. 429/07, s. 5 (4). Training for staff, etc. 6. (1) Every provider of goods or services shall ensure that the following persons receive training about the provision of its goods or services to persons with disabilities: 1. Every person who deals with members of the public or other third parties on behalf of the provider, whether the person does so as an employee, agent, volunteer or otherwise. 2. Every person who participates in developing the provider’s policies, practices and procedures governing the provision of goods or services to members of the public or other third parties. O. Reg. 429/07, s. 6 (1). (2) The training must include a review of the purposes of the Act and the requirements of this Regulation and instruction about the following matters: 1. How to interact and communicate with persons with various types of disability. 2. How to interact with persons with disabilities who use an assistive device or require the assistance of a guide dog or other service animal or the assistance of a support person. 3. How to use equipment or devices available on the provider’s premises or otherwise provided by the provider that may help with the provision of goods or services to a person with a disability. 4. What to do if a person with a particular type of disability is having difficulty accessing the provider’s goods or services. O. Reg. 429/07, s. 6 (2). (3) The training must be provided to each person as soon as practicable after he or she is assigned the applicable duties. O. Reg. 429/07, s. 6 (3). (4) Training must also be provided on an ongoing basis in connection with changes to the policies, practices, and procedures governing the provision of goods or services to persons with disabilities. O. Reg. 429/07, s. 6 (4). (5) Every designated public sector organization and every other provider of goods or services that has at least 20 employees in Ontario shall prepare a document describing its training policy, and the document must include a summary of the contents of the training and details of when the training is to be provided. O. Reg. 429/07, s. 6 (5). (6) Every designated public sector organization and every other provider of goods or services that has at least 20 employees in Ontario shall keep records of the training provided under this section, including the dates on which the training is provided and the number of individuals to whom it is provided. O. Reg. 429/07, s. 6 (6). Feedback process for providers of goods or services 7. (1) Every provider of goods or services shall establish a process for receiving and responding to feedback about the manner in which it provides goods or services to 228 persons with disabilities and shall make information about the process readily available to the public. O. Reg. 429/07, s. 7 (1). (2) The feedback process must permit persons to provide their feedback in person, by telephone, in writing, or by delivering an electronic text by email or on diskette or otherwise. O. Reg. 429/07, s. 7 (2). (3) The feedback process must specify the actions that the provider of goods or services is required to take if a complaint is received. O. Reg. 429/07, s. 7 (3). (4) Every designated public sector organization and every other provider of goods or services that has at least 20 employees in Ontario shall prepare a document describing its feedback process and, upon request, shall give a copy of the document to any person. O. Reg. 429/07, s. 7 (4). Notice of availability of documents 8. (1) Every designated public sector organization and every other provider of goods or services that has at least 20 employees in Ontario shall notify persons to whom it provides goods or services that the documents required by this Regulation are available upon request. O. Reg. 429/07, s. 8 (1). (2) The notice may be given by posting the information at a conspicuous place on premises owned or operated by the provider, by posting it on the provider’s website, if any, or by such other method as is reasonable in the circumstances. O. Reg. 429/07, s. 8 (2). Format of documents 9. (1) If a provider of goods or services is required by this Regulation to give a copy of a document to a person with a disability, the provider shall give the person the document, or the information contained in the document, in a format that takes into account the person’s disability. O. Reg. 429/07, s. 9 (1). (2) The provider of goods or services and the person with a disability may agree upon the format to be used for the document or information. O. Reg. 429/07, s. 9 (2). Compliance 10. For purposes of paragraph 3 of subsection 21 (3), paragraph 2 of subsection 21 (4), subsection 21 (5) and paragraph 2 of subsection 33 (8) of the Act, Part V (Compliance) of Ontario Regulation 191/11 applies, with necessary modifications, to contraventions of this Regulation. O. Reg. 192/11, s. 1. Accessibility report 11. (1) For the purposes of filing an accessibility report under section 14 of the Act, section 86.1 of Ontario Regulation 191/11 (Integrated Accessibility Standards) made under the Act, applies with necessary modifications to the filing of a report with respect to the accessibility standard for customer service. O. Reg. 415/12, s. 1. (2) For the purposes of subsection (1), the terms used in section 86.1 of Ontario Regulation 191/11 that have a defined meaning under that regulation have the same meaning when applied to the filing of an accessibility report with respect to the accessibility standard for customer service. O. Reg. 415/12, s. 1. VITA Tammy B. Smith Education: The Pennsylvania State University: University Park, PA, 2010-Present. Major: Ph.D. (ABD) Workforce Education and Development Specialization: Human Resources/Organization Development The University of Maryland: College Park, MD, 1995-1996 Major: M.S. Therapeutic Recreation/Disability Studies The University of Maryland: College Park, MD, 1979-1983 Major: B.S. Therapeutic Recreation/Disability Studies Emphasis: Medical Rehabilitation Academic Experience: Research Associate and Project Director, Wounded Warrior Training, School of Hospitality Management, The Pennsylvania State University, University Park, PA August 2012-present Instructor, Director of Internships, Outreach & Engagement, Department of Recreation, Park and Tourism Management, The Pennsylvania State University, University Park, PA August 1990-2010 Professional Experience: Managing Partner, Cornerstone-A Miles LeHane Company, Leesburg, VA (2012-present). Principal, Accessibility Performance, State College, PA (2010-present). Clinical Specialist, National Rehabilitation Hospital, Washington, D.C. (1986-1989). Recreational Therapist, Manor Care Largo, Upper Marlboro, MD (1983-1985). Selected Projects: Inclusive Recreation for Wounded Warriors: A Professional Training Program for Military Recreation Management Personnel. Funded by the U.S. Army and Department of Defense Contract. September 2008-2014. Total funded: $1,737,110. (Role: Co-PI). Including Customers with Disabilities in MCCS Programs and Services: A Professional Training Program for U.S. Marine Corps MCCS personnel. U.S. Department of Defense Contract. 20102011; 2012-2013. Total funding: $579,779. (Role: PI). Selected Publications: Smith, T. B. (2012). Inclusive Disability Competence. In Lindholm, J., Yarrish, K. K., and Zaballero, A. G. vol eds., William Rothwell, series ed. The Encyclopedia of Human Resource Management: HR Forms and Job Aids (pp. 36-38). San Francisco: Pfeiffer. Smith, T. B. (2010). Penn State, Department of Defense Team Up to Provide Training on Inclusive Recreation for Wounded Warriors. In Human Kinetics (Eds.), Inclusive Recreation: Programs and Services for Diverse Populations (pp. 300-303). Champaign, IL: Author.
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