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Customer Service NVQ
NVQ Workshop 5
28th June 2016
University of Westminster
Session objectives
• Understand how great teamwork delivers great service
• Understand our individual roles in teams
• Understand how teams develop.
• Explore more ways of influencing customers
• Develop ideas about improving our customer service
• Review leadership in a customer service context
The Customer–focused Organisation
Customers
Senior management
Strategy
Managers/supervisors
Operational
Frontline staff
Initiate
Customer centric
Senior
Management
Managers and
Supervisors
Front line staff
Customers
Qualities of a customer- focused
organisation
• Recognition of team members who balance job efficiency with
meeting and exceeding customer expectations
• Managers support team members in doing their jobs
• Managers focus on the broader operational needs of the organisation
in meeting customer requirements
• All team members understand how they are part of the customer-
service chain
• Opportunities in the organisation are based around skills and
expertise of effective customer focused staff
• Training is given the highest priority
• A participative management style where team can be involved in
changes
Managing the customer service role
The
Manager’s
role
Establish
organisational CS
objectives
Introduce CS
objectives to
team and
individuals
Support and coach
to develop
performance
Review and
evaluate CS
outcomes
Definition of a team
‘A team is a small number of people with
complementary skills who are committed to a
common purpose, performance goals and
approach for which they hold themselves
mutually accountable’
As defined by Katzenbach and Smith
Team Roles
“a tendency to behave contribute and
interrelate with others in a particular way”
…….Dr Meredith Belbin
Activity
What do you think makes a team really effective
when delivering excellent customer service?
Team effectiveness framework
• Goals
Clear, understood and communicated, SMART
• Roles
Understanding of individual’s tasks, responsibilities
and limits of authority
• Processes
Communication, decision making, problem solving
• Relationships
Feedback, integrity, trust, courtesy
Richard Beckhard (1972)
Tuckman
Stages of Team Development
• Forming: testing and dependence
• Storming: inter-team conflict
• Norming: development of team cohesion
• Performing: high performance team!
High Performing Teams
Tannenbaum and Schmitt
The Self-Managed Team
Everyone, not just individuals, should take
responsibility for:
• Keeping us on track to achieve targets
• Facilitate group input
• Raise questions about our processes and
procedures
• Use good listening skills
• Ensure they have a shared understanding of
where they are going
Belbin – Self Perception Inventory
Workshop 5 teams and influence 2016 for itslearning
Belbin Team
TypesCo Ordinator
Shaper
Implementer
Finisher
Resource
investigator
Monitor
evaluator
Team Worker
Plant
What is employee engagement?
• Employee engagement describes employees’
emotional and intellectual commitment to
their organisation and its success.
• Engaged employees experience a compelling
purpose and meaning in their work and drive
towards the organisational vision
http://www.idea.gov.uk/idk/core/page.do?pageId=8407178
5 factors contributing to staff
engagement
Promoting a
health, safe
work
environment
Ensuring every
role counts
Delivering
great
management
and leadership
Supporting
personal
development
Enabling
involvement in
decision
making
“ The activities are not magical or new. They are
all common sense and good management but
in this case engaging with the employees has
just shown what can be done. The important
thing is to make a start “
Dave Stirling Manager of DWP call centre of the year
Push v Pull Influencing .. PUSH
Directive
• Stating
expectations/goals
• Evaluating
• Discussing plans and
strategies
• Applying pressures and
incentives for
agreement
Driving
• Painting a picture/vision
• Proposing ideas/
suggestions
• Counter proposing
• Discussing ‘how to’s’
• Moving people into
action
Push v Pull Influencing .. PULL
Energising
• Energise
• Excite about the
prospect of change
• Invite ideas
• Develop team approach
Enabling
• Questioning
• Active listening
• Empathising/encouraging
• Help organise into
activity
• Support activities of
others
And sometimes negotiation is
needed….prepare …. always
• What is your goal ?
• What can you trade ?
• What are the
alternatives ?
• What is the
relationship?
• What is the expected
outcome ?
• What are the
consequences of
winning or losing ?
• Who has the power ?
• What could the possible
outcomes be ?
Managing the customer service role
The
Manager’s
role
Establish
organisational CS
objectives
Introduce CS
objectives to
team and
individuals
Support and coach
to develop
performance
Review and
evaluate CS
outcomes
Activity - Managing Customer
Service ?
What do you think is important ?
Performance management in a customer
service environment
• Job description/ person specification
• Key result areas
• Objectives and standards of performance
• Work and development plans
• Skills and competencies required to fulfil the
job requirements
• Continuous review
• Formal review process
Common Sense Motivation
• ENCOURAGE initiative and responsibility
• INFORM people about the job as a whole.
• KEEP everyone picture and explain why the task is being done.
• INVOLVE people in decisions about their work
• SEEK their views about continuous improvement
• PRAISE work well done
• GIVE regular balanced feedback
• SHOW that you have confidence in people.
• SET STANDARDS of quality and quantity for individuals which
are high but achievable
• SET a good example yourself
• LISTEN Be a good listener and know your staff
Improving customer service skills
for everyone
• Induction training
• Specific training to develop ‘ soft skills’
• Buddy up/shadowing
• Delegation – learn by doing
• Mentor
• Role model
• Sharing experience
Review ….

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Workshop 5 teams and influence 2016 for itslearning

  • 1. Customer Service NVQ NVQ Workshop 5 28th June 2016 University of Westminster
  • 2. Session objectives • Understand how great teamwork delivers great service • Understand our individual roles in teams • Understand how teams develop. • Explore more ways of influencing customers • Develop ideas about improving our customer service • Review leadership in a customer service context
  • 3. The Customer–focused Organisation Customers Senior management Strategy Managers/supervisors Operational Frontline staff Initiate
  • 5. Qualities of a customer- focused organisation • Recognition of team members who balance job efficiency with meeting and exceeding customer expectations • Managers support team members in doing their jobs • Managers focus on the broader operational needs of the organisation in meeting customer requirements • All team members understand how they are part of the customer- service chain • Opportunities in the organisation are based around skills and expertise of effective customer focused staff • Training is given the highest priority • A participative management style where team can be involved in changes
  • 6. Managing the customer service role The Manager’s role Establish organisational CS objectives Introduce CS objectives to team and individuals Support and coach to develop performance Review and evaluate CS outcomes
  • 7. Definition of a team ‘A team is a small number of people with complementary skills who are committed to a common purpose, performance goals and approach for which they hold themselves mutually accountable’ As defined by Katzenbach and Smith
  • 8. Team Roles “a tendency to behave contribute and interrelate with others in a particular way” …….Dr Meredith Belbin
  • 9. Activity What do you think makes a team really effective when delivering excellent customer service?
  • 10. Team effectiveness framework • Goals Clear, understood and communicated, SMART • Roles Understanding of individual’s tasks, responsibilities and limits of authority • Processes Communication, decision making, problem solving • Relationships Feedback, integrity, trust, courtesy Richard Beckhard (1972)
  • 11. Tuckman Stages of Team Development • Forming: testing and dependence • Storming: inter-team conflict • Norming: development of team cohesion • Performing: high performance team!
  • 14. The Self-Managed Team Everyone, not just individuals, should take responsibility for: • Keeping us on track to achieve targets • Facilitate group input • Raise questions about our processes and procedures • Use good listening skills • Ensure they have a shared understanding of where they are going
  • 15. Belbin – Self Perception Inventory
  • 18. What is employee engagement? • Employee engagement describes employees’ emotional and intellectual commitment to their organisation and its success. • Engaged employees experience a compelling purpose and meaning in their work and drive towards the organisational vision http://www.idea.gov.uk/idk/core/page.do?pageId=8407178
  • 19. 5 factors contributing to staff engagement Promoting a health, safe work environment Ensuring every role counts Delivering great management and leadership Supporting personal development Enabling involvement in decision making
  • 20. “ The activities are not magical or new. They are all common sense and good management but in this case engaging with the employees has just shown what can be done. The important thing is to make a start “ Dave Stirling Manager of DWP call centre of the year
  • 21. Push v Pull Influencing .. PUSH Directive • Stating expectations/goals • Evaluating • Discussing plans and strategies • Applying pressures and incentives for agreement Driving • Painting a picture/vision • Proposing ideas/ suggestions • Counter proposing • Discussing ‘how to’s’ • Moving people into action
  • 22. Push v Pull Influencing .. PULL Energising • Energise • Excite about the prospect of change • Invite ideas • Develop team approach Enabling • Questioning • Active listening • Empathising/encouraging • Help organise into activity • Support activities of others
  • 23. And sometimes negotiation is needed….prepare …. always • What is your goal ? • What can you trade ? • What are the alternatives ? • What is the relationship? • What is the expected outcome ? • What are the consequences of winning or losing ? • Who has the power ? • What could the possible outcomes be ?
  • 24. Managing the customer service role The Manager’s role Establish organisational CS objectives Introduce CS objectives to team and individuals Support and coach to develop performance Review and evaluate CS outcomes
  • 25. Activity - Managing Customer Service ? What do you think is important ?
  • 26. Performance management in a customer service environment • Job description/ person specification • Key result areas • Objectives and standards of performance • Work and development plans • Skills and competencies required to fulfil the job requirements • Continuous review • Formal review process
  • 27. Common Sense Motivation • ENCOURAGE initiative and responsibility • INFORM people about the job as a whole. • KEEP everyone picture and explain why the task is being done. • INVOLVE people in decisions about their work • SEEK their views about continuous improvement • PRAISE work well done • GIVE regular balanced feedback • SHOW that you have confidence in people. • SET STANDARDS of quality and quantity for individuals which are high but achievable • SET a good example yourself • LISTEN Be a good listener and know your staff
  • 28. Improving customer service skills for everyone • Induction training • Specific training to develop ‘ soft skills’ • Buddy up/shadowing • Delegation – learn by doing • Mentor • Role model • Sharing experience