Cert III in Water Industry Operations Workbook NWP300B – Provide and promote customer service Learners Name: NWP300B – Provide and promote customer service Page 1 of 22 Instructions for use of Workbook The workbook is designed to help you work through the Toolbox. You can use the workbook in a number of ways – you may prefer to print it out and write in it, alternatively you may prefer to use it electronically. The sections in the workbook match those found in the Toolbox. You will notice some sections have the statement – Attach print out. This is to remind you to attach the print out document from the Toolbox to your answers. This can be attached to your workbook rather than writing information into your workbook. If you prefer to write the information you will see a table in your workbook where the information can be written. Remember you don’t need to complete all learning tasks. It is important to check with your trainer / assessor if there are specific learning tasks that need to be completed. Use the checklist provided to ensure that you have completed all the required learning tasks and project. Use it to track your progress as you work through the Toolbox and again once you think you have completed the Toolbox as a double check that you have done all the required learning tasks. NWP300B – Provide and promote customer service Page 2 of 22 Learning tasks Learning tasks give you the background knowledge and information to complete your project. In this unit there are three sections: apply, respond and contribute. Remember you can do learning tasks in any order. If you are confident you can go straight to the project. In the context of water operations, these terms mean: Apply Understand how your organisation’s plans, policies and procedures relate to customer service Apply the plans, policies and procedures for customer service Use communication skills Understand and explain products and services Respond Understand customer needs and expectations Address customer needs and complaints Make appropriate referrals Contribute Identify opportunities for improvement Review your own work performance Monitor customer satisfaction Contribute to improving standards NWP300B – Provide and promote customer service Page 3 of 22 Checklist Apply Section and notes Tick sections completed Date completed Customer charter Communication barriers Communication strategies Positive alternatives SOPs Quality issues Respond Customer types Listening skills Question types Contribute Contribute Project Project NWP300B – Provide and promote customer service Page 4 of 22 Apply – Customer charter This activity has 12 hotspots; six have questions for you to answer below. Hotspot Answers The customer is standing with his arms folded. What do his posture and expression suggest about how he sees the situation? Central Water operator talking. The operator is explaining the situation. What should he be telling the customer? Documentation. The operator is carrying some documentation. What documentation would you need in this situation? Traffic controls. Traffic controls are essential for everyone’s safety. What controls and personal protective equipment are needed in this situation? Leaking main. This main has sprung a leak directly under the customer’s driveway. What effects will this have on the customer? Water spill. Water is spreading across the customer’s front yard. What OHS and customer satisfaction issue does this raise? NWP300B – Provide and promote customer service Page 5 of 22 Apply – Communication Barriers Web search 'body language' for photos of people in situations of difficult communications and discuss barriers and consequences you identify with workmates and record key points from your discussions below. ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ NWP300B – Provide and promote customer service Page 6 of 22 Fill in the drag and drop activity from the toolbox. Examples "If you can't understand this you must be stupid." Strategies "You idiot! Why did you do that?" "It's your fault this isn't working." “You’re only saying that because you don’t want to follow through”. “When did it happen? What were you doing? Are you sure you didn’t do something? How do you think it happened, by itself?” "I don’t care how you feel." NWP300B – Provide and promote customer service Page 7 of 22 Apply – Communication Strategies At times, it can be easy to overlook simple strategies that can be used to enhance communication. The consequences of using positive communication strategies far outweigh the effort of learning to use them. Web search 'body language' for photos of people in situations of successful communications and discuss consequences you identify with workmates and record key points from your discussions below. ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ NWP300B – Provide and promote customer service Page 8 of 22 Fill in the drag and drop activity from the Toolbox. Examples "Do you mean ...?" Strategies Repeating in your own words. "I see why you might feel that way." "The first issue seems to be ..." Smiling, nodding and looking concerned. "I see what you mean. Go on." NWP300B – Provide and promote customer service Page 9 of 22 Apply – Positive alternatives Providing excellent customer service starts with a commitment from management and flows throughout the organisation. Everyone in the organisation plays an important role in developing a customer service culture. It’s in your best interest to strive to provide excellent service. Customer displeasure quickly becomes customer animosity Write a more positive response for each comment. Central Water positive communications Situation "That’s not my job ..." Your positive comment "That’s not my fault." "You want it when?" "Call me back." "We can't do that." "You’ll have to ..." NWP300B – Provide and promote customer service Page 10 of 22 Apply - Standard Operating Procedures (SOPs) Applying your organisation’s processes for handling customer queries, complaints and disputes is particularly important when dealing with an unplanned event such as a burst main. In such an incident, applying involves being able to sum up a situation quickly and apply the organisation’s process Read the case study about the burst main in Ruby Lane. Navigate to the SOPs section of the Central Water Intranet. Read the SOP for dealing with customers affected by water supply interruptions. Locate the SOPs or other documentation used at your workplace in these situations. Look for differences and similarities between these and the ones from Central Water. Consider ways that the SOPs you are using might be improved. Discuss with co-workers or other learners the concerns of customers in situations of water supply interruption and how you would respond. Identify the key difference in procedures between scheduled and unscheduled supply interruptions. Describe how you would apply the Central Water SOP to a burst main in a street with a kindergarten. List the issues most likely to be of concern to a hospital during a water supply interruption. ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ NWP300B – Provide and promote customer service Page 11 of 22 Apply – Quality issues Every communication between you and your customers is an opportunity to promote your organisation’s products and services, and an opportunity to enhance your customer service. It’s all about keeping the customer informed. Sharing your understanding of your organisations products and services with customers will give them more confidence in you and the organisation. The Customer Relations Manager (CRM) at your workplace may offer professional development. Having watched the slide show discuss with other water industry workers or other learners how you communicate information to your customers about your products and services and their availability and make notes below. ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ NWP300B – Provide and promote customer service Page 12 of 22 Respond – Customer types Responding to customer needs and concerns is about meeting customer expectations. To do this effectively, you need to know who your customers are and what they require. Your customers can be divided into two groups: external customers are those people from outside the organisation that you directly provide with a product or service, assistance, information or advice internal customer’s are those people within your own organisation who are affected by your work Read the two customer contact case studies Central Water hydrologist Gino Agostini Central Water office manager Muenda Nkosi Identify the type of customer for each worker. Which of Gino’s contacts are internal? Which are external? Do the same for Muenda’s contacts. Customer type External Gino Muenda Internal NWP300B – Provide and promote customer service Page 13 of 22 Respond – Listening skills In order to respond effectively to your customers, you need know exactly what your customers want. Understanding customer needs will help you to identify the things you can do to fulfil their expectations and needs. You can establish what your customer needs and expectations are through active listening, questioning, responding, empathising and establishing a relationship with your customer. Listening skills questionnaire Instructions Read each of the statements below and click in the box for all items you believe reflect your behaviour. I maintain attention even if the information is unfamiliar or uninteresting to me I listen carefully for the speaker’s main point and surrounding ideas I take notes during meetings and record key points and follow-up action I am not easily distracted I don’t fake attention I wait for the speaker to finish before I decide the meaning of the message I don’t interrupt the speaker I use encouraging body language and phrases I controls my emotions I am aware of my biases and keep them in check when I am listening In a group situation, I allow others to have their say I often restate, paraphrase or summarise what has been said to check that I have understood I am sensitive to the speaker’s emotions and feelings I ask questions for clarification I don’t finish other people’s sentences I focus on the speaker rather than myself I assess the content of the message rather than the speaker I am patient and give the speaker as much time as is required I don’t change the subject I take care to listen in an environment that is relaxed and free from interruptions. NWP300B – Provide and promote customer service Page 14 of 22 Respond – Question types The best way to find out what a customer needs is to ask effective questions. You will find that people will give you better information if you have good questioning skills. You may need to use open and closed questions to get a clear picture of the request. You may need to use clarifying questions to establish the details. (See the glossary for more information about these terms) Write open or clarifying questions to clarify the customer’s needs. Closed question: Open or qualifying question: “Have you got a problem with your supply?” “Are you having problems filling out the form?” "Is the problem the water pressure?" “Do you understand the new policy?” “Is there something wrong with your account?” “Did you follow the instructions properly?” NWP300B – Provide and promote customer service Page 15 of 22 Respond – Complaints and disputes Generally, responding to customer needs and expectations is relatively easy; however some customers make it difficult to meet their needs. Difficult customer service situations include: handling customer complaints handling upset customers handling angry customers handling abusive customers Considerable time and energy can be saved when you stop trying to decide whether a customer is right or wrong. What matters is that you are committed to providing your customer, whenever possible, with what they want and need. Refer to the Complaints and Disputes Policy on the Intranet site Discuss with co-workers or other learners the policies they use to deal with customer concerns and complaints. Look for differences and similarities between theirs and those from Central Water. Think of a recent customer complaint or concern that you have experienced. How did you handle it? What resulted? ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ NWP300B – Provide and promote customer service Page 16 of 22 Respond –Upset customers It is important to deal with customer concerns and complaints in a professional manner. You should check you organisations policies and procedures for dealing with customer concerns and complaints. There are also models that can be useful in maintaining a professional approach. The diagram below demonstrates an effective way to deal with concerns and complaints. If a customer is particularly difficult or angry, you can move in a continuous loop between steps 1 and 4 before moving on to steps 5 and 6. Describe an incident which you have been in or seen involving an upset customer. Step 6 Take actions and explain Step 1 Stay silent and listen attentively Step 5 Ask questions to clarify Step 2 Paraphrase Step 4 Apologise if appropriate Step 3 Empathise Explain which of the steps in this diagram were used and what effect they had. ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ NWP300B – Provide and promote customer service Page 17 of 22 Contribute – Feedback Customer service within an organisation is everyone’s business. Each person in an organisation can play an important role in contributing to the ongoing development of customer service standards in the organisation. One way of doing this is to review your own customer service and explore ways of improving that service to your internal and external customers. Think about how you review your own customer service. Does your workplace encourage you to seek feedback on your work performance? Does your workplace have a performance feedback system in place that includes customer service standards? Discuss the following questions with other water industry workers or other learners What methods of obtaining feedback from internal and external customers does your organisation use? How is the feedback collated? What happens to the information? How is it used? Write about these questions in the space below. ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ NWP300B – Provide and promote customer service Page 18 of 22 Contribute – Standards Every contact you have with a customer provides you with an opportunity to see if your organisation’s policies and procedures serve your customers. Take a look at the following scenario check to see if the operator meets Central Water’s Customer Service Standards. In the Toolbox, read the case study about a customer who is unhappy with service standards. (Customer contacts for Muenda Nkosi, Office Manager for Central Water) Read the section on ‘key service standards’ in the 'Central Water Customer Charter' from the Policies section of the Intranet. Compare the case study with the 'key service standards' and write what you think should have happened. ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ NWP300B – Provide and promote customer service Page 19 of 22 Contribute – Improving service Your ideas and suggestions for improvement will be welcomed by your colleagues and management, providing you use the organisation's processes. The better the service you provide, the happier customers are. Happy and satisfied customers make your work - and the work of your colleagues -a lot more satisfying and less stressful. Think about an improvement to customer service in your workplace. Explore the process for making recommendations for improvements to customer service standards. Write a description of the process below. ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ NWP300B – Provide and promote customer service Page 20 of 22 PROJECT - Customer Complaints “My water smells and is a brown colour my son drank some water this morning and has been vomiting since and it’s your fault”. How would you handle a compliant like this? Would you refer it on to someone else? How would new staff be trained to deal with customer compliant? Other difficult customer situations are illustrated by the following four examples: "You stupid #@&*#! You don't understand what I'm talking about! I want to talk to the manager!” ”I’ve just moved into a new house and my water pressure is extremely low”. “The operator that came out to check my meter broke one of my plants and left the gate open so my dog got out…I would like to be compensated for the broken plant and the fine I had to pay to the council ranger that picked up my dog”. My drains are blocked, water and sewage is welling up in my yard and water won’t drain away from the shower and bath…there is a bad smell coming up through the pipes. Last time this happened your office told me to call a plumber…I did that and the plumber said that the problem was not on my property. He said the problem was tree roots on the street, interfering with the pipes on the nature strip. I’m tired of this happening and don’t want to pay for a plumber again”. You may have examples from your own experience – it might be worthwhile discussing these with your Trainer / Supervisor and / or co-workers. The following learning tasks will help you with understanding how to deal effectively with customers in such situations Apply – SOP see Case Study Apply – Communication barriers Apply – Communication strategies Apply – Positive alternatives Respond – Listening skills Respond – Questioning types NWP300B – Provide and promote customer service Page 21 of 22 Project Writing an SOP sounds simple but you may find it more difficult than you think. You may find that you will not get the SOP right first time – be prepared to write several drafts. Feedback from others will help improve your first draft. Don’t hesitate to ask your Trainer / Supervisor or co-workers for feedback. The Central Water Intranet contains a number of SOPs that relate to how Central Water staff deal with the customer, but none specifically on how to deal with difficult external customers. You may wish to base your SOP on the layout of the Central Water SOP or you may prefer to use the SOP layout from your own organisation. Your SOP should be in simple clear and concise language so that it is understood by all those in the organisation who deal with external customers Also SOPs are often used in training programs for staff and in this case the SOP you develop should be suitable for this purpose. The following learning tasks may help you with your SOP Apply – Customer charter Apply – SOP Respond – Complaints and disputes Respond – Upset customers NWP300B – Provide and promote customer service Page 22 of 22