TOOL 7.1: HANDOUT 1 Training needs analysis questions Use this question bank to help identify what type of training is required. 1. What does the business manager see to be the training need? • What training is required? • What is your overall aim in undertaking this training? • What are the expected outcomes? • What business issues are you aiming to resolve? • What are the specific objectives to be achieved? • How did you become aware that there is a training need? • Describe an example of the type of problem that is happening now. • How often does this occur? • What evidence do you have of this? • Is this problem related to gaps in skills knowledge or behaviour or a combination of these? • On a scale of 1 to 10 where 1 is low and 10 is high, how important is this training need to the business? • What would happen if you did not address this need? • What implications are there for business-as-usual activity? 2. Who are the stakeholders? • Who are the people affected by the training need currently? • How many people does this involve? Where located? • Who is the sponsor for the project? © CIPD. Please use or adapt this document in line with our terms of use www.cipd.co.uk/Bookstore/onlineresources/termsofuse are they • Who else needs to be involved in the project? © CIPD. Please use or adapt this document in line with our terms of use www.cipd.co.uk/Bookstore/onlineresources/termsofuse What does the business manager see as the ideal solution? • In the ideal world, what sort of result would you want? And by when? • How would this result support the intended business outcome? • What is the expected return on investment linked to your business/team objectives? • How could you evaluate this result? • What other solutions have you tried before to address this need, if any? • What did you think of these solutions? • What other approaches have you considered that you like or dislike? • What do you like or dislike about them? 4. What resources are available to achieve the results? • What are the timescales for the training? • What are your ideal start and end dates? • What are your reasons for choosing these dates? Are they negotiable? • How much is the budget for the training? And the cost centre? • What internal resource, if any, would you like to be used? • What other constraints are there in terms of time, cost or resource? 5. What practicalities need to be sorted out? • How does this training need fit in with other initiatives? • What else is in or out of scope? • What other factors are relevant? © CIPD. Please use or adapt this document in line with our terms of use www.cipd.co.uk/Bookstore/onlineresources/termsofuse TOOL 7.1: HANDOUT 1 3. TOOL 7.1: HANDOUT 2 Customer service training needs Use this self-assessment checklist to help identify what type of customer service training is required in your business area: Training topic In place and effective In place and needs improvement Awareness of customer needs and how to exceed customers' expectations Knowledge of products and services Telephone handling skills Face-to-face handling skills Written skills Listening skills Questioning skills Observation skills Assertiveness skills Controlling customer conversations Using positive language Complaint handling skills Dealing with difficult situations skills Stress management skills Coaching skills for team leaders Emotional intelligence skills Service improvement skills Awareness of © CIPD. Please use or adapt this document in line with our terms of use www.cipd.co.uk/Bookstore/onlineresources/termsofuse Not in place and required the needs of internal customers Other – please insert © CIPD. Please use or adapt this document in line with our terms of use www.cipd.co.uk/Bookstore/onlineresources/termsofuse Telling and showing (Enhances knowledge) Trainer involvement high/Trainee involvement low LECTURE PRESCRIBED READING DEMONSTRATION WORKSHOP DISCUSSION CASE STUDY EXERCISE ROLE PLAYING WRITTEN TEST/SKILL TEST/INTERVIEW CHECKLIST BUSINESS GAME/SIMULATION INDIVIDUAL COACHING MENTORING OPEN LEARNING DISCOVERY LEARNING/ASSIGNMEN T/PROJECT SELF/PEER/INDEPEND ENT ASSESSMENT/OBSERVA TION SECONDMENT WORK EXPERIENCE ON THE JOB TRAINING Discussion and experience (Enhances skills and understanding) Trainer involvement low/Trainee involvement high © CIPD. Please use or adapt this document in line with our terms of use www.cipd.co.uk/Bookstore/onlineresources/termsofuse TOOL 7.1: HANDOUT 3 Spectrum of learning methods TOOL 7.2: HANDOUT 1 The verbal handshake checklist What did they say? How effective was this in hooking the customer? How did they say it? © CIPD. Please use or adapt this document in line with our terms of use www.cipd.co.uk/Bookstore/onlineresources/termsofuse Techniques for building rapport include: • being friendly and approachable • matching the customer’s body language and vocal elements – when things are going well and you are not in conflict with the customer • matching the customer’s words and phrases so you are on the same wavelength • empathising – putting yourself in the customer’s shoes • conveying that you are listening and interested • giving the customer your undivided attention • using the customer’s name to make him or her feel valued. © CIPD. Please use or adapt this document in line with our terms of use www.cipd.co.uk/Bookstore/onlineresources/termsofuse TOOL 7.3: HANDOUT 1 Building rapport TOOL 7.3: HANDOUT 2 Observer’s checklist Did the person you were observing: • Match the customer’s body language and vocal elements? • Match their words and phrases? • Show empathy about the customer’s situation? • Convey that they were listening and interested? • Give the customer their undivided attention? • Use the customer’s name to make him/her feel valued? • Were they friendly and approachable? • What did they do well in creating rapport and engaging with the customer? • What could they do differently? © CIPD. Please use or adapt this document in line with our terms of use www.cipd.co.uk/Bookstore/onlineresources/termsofuse Listening is an active, not a passive activity. It is a key skill for all successful service providers. Active listening requires the individual to maintain a high level of alertness and concentration. Listening is a dynamic, two-way process. When you attend fully, you are showing that you value the other person and what they have to say. If you do not do this, your attitude will be communicated, either subtly or overtly, to the customer and will affect their response to you and their perception of the organisation. Active listeners: • Are self-aware having so that and they ‘monitor’ can the modify impact their they are approach if necessary. • They ‘listen’ for the message behind the words and look for non-verbal signs to confirm the message. In normal conversation, up to two-thirds of the meaning is transmitted on a verbal level and the remaining third on a non-verbal level through facial expression, hand movements, fidgeting, the inflection of the voice and so on. • They recognise that silence is a potent form of communication. Listeners should allow the other person time to think and should not rush to fill gaps. • Active listeners summarise and paraphrase the other person’s comments to achieve greater understanding. By doing this, you will check your understanding of the answers, the other person can clarify things if s/he feels that you have not understood and will become more confident that s/he is being accurately judged. • Active listeners signal their attention. Non-verbal signs of attentiveness include eye contact, smiling, © CIPD. Please use or adapt this document in line with our terms of use www.cipd.co.uk/Bookstore/onlineresources/termsofuse TOOL 7.4: HANDOUT 1 Active listening nodding in agreement, leaning forwards, and using an open, relaxed manner. © CIPD. Please use or adapt this document in line with our terms of use www.cipd.co.uk/Bookstore/onlineresources/termsofuse TOOL 7.4: HANDOUT 2 Message the sender needs to give You need to ask the receivers to draw the following exactly as it is on this handout: © CIPD. Please use or adapt this document in line with our terms of use www.cipd.co.uk/Bookstore/onlineresources/termsofuse TOOL 7.5: HANDOUT 1 Closed questions A closed question is one that can be answered ‘yes’ or ‘no’. For example: ‘Have you got all the information you need?’ ‘Are you happy to call them directly?’ Advantages • puts the customer at ease at the initial stages of the conversation • puts you in control of the situation • helps to obtain specific facts quickly • useful for ‘testing understanding’ and ‘summarising’ • allows you to get agreement. Open questions An open question allows you to receive more information than a closed one. Open questions start with What, Why, How, When, Where, Which, Tell me about, Explain, Describe. For example: ‘What are your views on this idea?’ ‘How were you told about the changes?’ Open questions also allow you to probe for more information. Probing questions are a type of open question. For example: ‘What would be your reaction if we did that?’ ‘What makes you believe that would happen?’ Advantages • useful to establish all the facts • allows people to express their views • builds rapport and shows you are interested • allows you to gain more information. © CIPD. Please use or adapt this document in line with our terms of use www.cipd.co.uk/Bookstore/onlineresources/termsofuse There are times when you have to justify asking a question by giving a piece of information first to reassure the customer. For example: ‘I’m sorry Mr Jones, you’re right, you should have received that bill by now. If I could just ask you a few questions we’ll sort this out now.’ ‘To help me save some time, could you please tell me the name of the person that you have been dealing with?’ ‘Mrs Able, I need to ask you a few security questions for your protection; is that OK?’ ‘So I can resolve this, please can I ask you some more information?’ ‘I’m sure I will be able to help you, Mr Smith. Would you mind if I ask you for some information?’ © CIPD. Please use or adapt this document in line with our terms of use www.cipd.co.uk/Bookstore/onlineresources/termsofuse more TOOL 7.5: HANDOUT 2 Explain why you are asking questions TOOL 7.6: HANDOUT 1 Focusing down and focusing up Focusing down If you need more detail from a customer, focus down. Use words such as precisely, specifically, exactly to get more information. For example: ‘You say that you don’t want to increase your current payments; exactly how much do you pay a month?’ ‘So that I can resolve this for you, can you tell me precisely when you first contacted us?’ NB: Remember to explain why you are asking the question to reassure the customer. Focusing up If you want the conversation to move forward when someone is being too detailed, focus up. This is a particularly useful technique if you need to move the transaction on. For instance: ‘What other information do you need to help you make a decision?’ ‘How can we move this forward?’ © CIPD. Please use or adapt this document in line with our terms of use www.cipd.co.uk/Bookstore/onlineresources/termsofuse TOOL 7.7: HANDOUT 1 Your task Your task is to portray one of the customers below. The facilitator will indicate to you which one: 1. You are in a hurry and want to be served quickly. 2. You have never been here before and are unsure what to do. 3. You like to know the detail before you decide to buy or do business with the organisation. 4. You have done a number of transactions organisation before and know the ropes. 5. You are slow to make up your mind. © CIPD. Please use or adapt this document in line with our terms of use www.cipd.co.uk/Bookstore/onlineresources/termsofuse with the • upright stance • arms to the side – not crossed or in your pockets • palms open • direct eye contact • smile • standing facing the customer but slightly to one side. © CIPD. Please use or adapt this document in line with our terms of use www.cipd.co.uk/Bookstore/onlineresources/termsofuse TOOL 7.8: HANDOUT 1 Positive body language TOOL 7.9: HANDOUT 1 Emotional intelligence ‘Emotional intelligence is the ability to know your feelings and use them to make good decisions; manage your feelings well; motivate yourself with zeal and persistence; maintain hope in the face of frustration; exhibit empathy and compassion; interact smoothly; and relationships effectively.’ (Daniel Goleman: Emotional intelligence, 2002) © CIPD. Please use or adapt this document in line with our terms of use www.cipd.co.uk/Bookstore/onlineresources/termsofuse manage your Peter’s experience Peter called his insurance company a month ago asking for his son to be included in his car insurance. Someone gave him a quote and he agreed this and asked for his son’s name to be added to the policy straight away. Unfortunately, his son had a minor accident in his car (he ran into the back of someone). Peter called the insurance company to report the incident but was told that his son was not insured. His name was not on the policy. After making several attempts to sort the matter out and having no one take responsibility, Peter went onto the website and sent an e-mail of complaint. Carol’s experience Carol is a retired lady of 68 who has recently been widowed. In the last year she has moved to a new twobedroomed flat. She has been paying a standing order of £26 to her utility company each month. This is based on their estimate of the charges that she will incur. Carol received a bill for the first quarter. This was based on an estimated reading. It is now six months after Carol has moved into her new home. A correct meter reading has now been taken. To her horror when Carol receives her bill this time, there is an additional £975 to pay. Carol calls the utility company to find out what she can do. © CIPD. Please use or adapt this document in line with our terms of use www.cipd.co.uk/Bookstore/onlineresources/termsofuse TOOL 7.9: HANDOUT 2 Case studies TOOL 7.9: HANDOUT 3 Showing empathy Empathy involves identifying the customer’s feelings and emotions. Showing empathy technique. This is a involves powerful listening rapport-building for the emotions behind the facts and acknowledging what the customer is feeling. It is important to identify and acknowledge the specific feeling. Here are some examples: • ‘I’m sorry to hear that you have had to wait. I understand how annoying this must be for you ...’ • ‘I can see that this is very frustrating, let me sort this out for you straight away.’ • ‘I am sorry to hear this has happened. If I’d been sent the wrong information, I’d be annoyed too.’ • ‘Yes, I appreciate it does seem unfair ...’ Be careful to make sure that the tone which you use is sincere. Remember to acknowledge pick this. up It the is underlying much more feeling and individual and personal than saying: ‘I understand how you feel’, which can sound patronising. © CIPD. Please use or adapt this document in line with our terms of use www.cipd.co.uk/Bookstore/onlineresources/termsofuse Write down how you would use apology and empathy to respond to the situations outlined below. 1. A customer on the phone ‘Hello, I’m Mr Wallace. I called your Centre about four weeks ago. I would like to know why have I not received my statement this month? It’s just not good enough! You told me that I would get a regular monthly statement and for the second month running you’ve failed to deliver one. What are you up to?’ 2. A customer queuing to return goods ‘I’ve waited for 20 minutes in this queue to return these goods and now you tell me you can only refund the money to the credit card I used originally. I don’t have this with me and I’ve made a special trip to come here today.’ 3. A customer who has written by e-mail ‘I have waited for two days running now for the furniture to be delivered. I have tried to call you but each time I get through to an answer machine. Please confirm in writing without delay when I will receive my sofa.’ © CIPD. Please use or adapt this document in line with our terms of use www.cipd.co.uk/Bookstore/onlineresources/termsofuse TOOL 7.9: HANDOUT 4 Apology and empathy exercise TOOL 7.10: HANDOUT 1 Characteristics of the different styles Style Assertive Aggressive Passive Words Clear, concise, constructive ‘I recommend’, ‘How does that sound to you?’ Good eye contact, steady voice, calm, open body language Mutual involvement Blames, accuses ‘Do as I say’, ‘Don’t argue with me’ Stares, loud voice, rigid body language, pointing Fight Qualifies, apologies ‘I’m sorry’, ‘It’s not important’ Tone and body language Outcome Averted gaze, soft tone, closed body language Flight © CIPD. Please use or adapt this document in line with our terms of use www.cipd.co.uk/Bookstore/onlineresources/termsofuse Aggressive This behaviour may be described as domineering, pushy or self-centred. behaviour Passive behaviour Displays little or no concern for own needs or feelings in an attempt to satisfy the needs and feelings of others. This behaviour breeds low self-esteem, frustration and withdrawal. Assertive behaviour Expresses the person's views and opinions, at the same time showing consideration to others needs, thoughts or feelings. This behaviour allows an individual to communicate thoughts and feelings in a way that does not violate the rights of others. © CIPD. Please use or adapt this document in line with our terms of use www.cipd.co.uk/Bookstore/onlineresources/termsofuse TOOL 7.10: HANDOUT 2 Definitions TOOL 7.10: HANDOUT 3 Identify the response Read through the descriptions given below of each situation and the response. Write in the third column against each example whether you think the response is assertive, aggressive or passive. Then, write in an alternative assertive response in the fourth column. Situation Response 1. A customer calls to complain about not receiving an item that they had been promised in the post. You say: ‘Well, you can’t expect the post to be reliable. If you wanted it by today you should have paid for a courier service.’ ‘I’d like to finish this call, but I’ll be happy to have a word with you in a few minutes.’ ‘It was nothing really. Sue did all the hard work and I only came in at the end.’ ‘If you expect me to be at your 2. A colleague interrupts you when you are making an important phone call to a customer 3. Your boss praises the way you handled an awkward customer 4. Your partner asks you Your assessment Assertive, aggressive, passive or passive aggressive © CIPD. Please use or adapt this document in line with our terms of use www.cipd.co.uk/Bookstore/onlineresources/termsofuse Alternative response sarcastically what’s gone wrong with dinner preparations. (It’s not ready yet.) beck and call you’d better think again. Try getting your own dinner.’ © CIPD. Please use or adapt this document in line with our terms of use www.cipd.co.uk/Bookstore/onlineresources/termsofuse 1. Customer situation You answer the phone to an angry customer. They have had difficulty getting through to the right department on the phone. In fact they have now come through to the wrong department. 2. Colleague situation One of your colleagues who has been in the department longer than you is very bossy. She thinks she knows how to do the job better than you and always ‘butts in’ when you are sorting out a problem. Today she has embarrassed you in front of a superior. You feel this has gone too far and you need to speak to her. 3. Manager situation A new team leader has recently been appointed. She is trying to make the department more efficient and organised. As the department is particularly busy in the next quarter she has decided to stop team meetings where you as well as other members of staff are present. For the next three months she will communicate to all team members via e-mail. You do not feel this will work and you need to tell her. © CIPD. Please use or adapt this document in line with our terms of use www.cipd.co.uk/Bookstore/onlineresources/termsofuse TOOL 7.10: HANDOUT 4 Practice sessions Dear Mr and Mrs Smith Your Ref policy number 124578 Our Ref I M Natle 170906 We acknowledge receipt of your letter dated 29th August 2008 complaining that we did not change your policy details until four days after your request and we must advise you that it is our policy to act on requests for change of policy within five working days of receipt of notification by a customer. You needed to have given us more notice if you expected the policy to have been amended within less than the afore-mentioned period. We attach for your perusal a copy of our terms of business (copy enclosed). You will note in the terms and conditions that this is clearly stated. We have investigated the matter and can see that there was no error on behalf of the company. We confirm that your policy has now been amended. We now consider the matter closed and we trust that this brings this matter to a satisfactory conclusion. Yours faithfully A Service Provider © CIPD. Please use or adapt this document in line with our terms of use www.cipd.co.uk/Bookstore/onlineresources/termsofuse TOOL 7.11: HANDOUT 1 17 September 2008 TOOL 7.11: HANDOUT 2 Writing style Writing in a clear and concise manner builds rapport with the customer. It encourages confidence and trust. The beginning The start of the letter or e-mail sets the tone for what follows. Never use expressions such as: • • • • • ‘I acknowledge receipt of ...’ ‘We are in receipt of ...’ ‘I am writing in reference to …’ ‘With reference to …’ ‘We thank you for …’ ‘Thank you for …’ is the best approach. Addressing the customer Match the form of address that the customer has used to refer to themselves in the letter. So, for example if a customer has signed herself ‘Doris Resling (Mrs), do not address her as Doris but rather as Mrs Resling. If the letter is informal in style and the customer has signed their first name, you can address them by their first name too. Where you are not sure about the marital status of a female customer, address them as Ms. Taking ownership Use ‘I’ throughout the letter, for example writing ‘I have spoken to the branch’, rather than ‘we’. This is unless you are referring to the organisation, as in the case of ‘We have a branch in your local town’. Sentences A good rule of thumb is one sentence = one point. You should aim for a maximum of 20 words in a sentence. If you have more, then you can probably break it down into two main parts. Look for joining words such as ‘and’, ‘but’ or ‘so’. This is © CIPD. Please use or adapt this document in line with our terms of use www.cipd.co.uk/Bookstore/onlineresources/termsofuse a good indication of where you can put a full stop. © CIPD. Please use or adapt this document in line with our terms of use www.cipd.co.uk/Bookstore/onlineresources/termsofuse Words People sometimes try to make their written language too formal. Ironically, you will lose authority if you try to sound important. Jargon Avoid using jargon; you may be familiar with it but the customer may not be. Avoiding the passive – use ‘I’, ‘we’ and ‘they’ Can you see the difference between: ‘I sent a letter to you last night’ and ‘A letter was sent to you last night’? Now compare and contrast these two: ‘The cat sat on the mat’ and ‘The mat was sat on by the cat’. Always use active verbs in each sentence. © CIPD. Please use or adapt this document in line with our terms of use www.cipd.co.uk/Bookstore/onlineresources/termsofuse TOOL 7.11: HANDOUT 2 Use words you use in everyday language but avoid slang. TOOL 7.11: HANDOUT 3 Make it clearer Re-write the following sentences using plain English. 1. I would be grateful if the results could be sent to me as soon as possible. 2. Every necessary step will be taken to ensure that this will not happen again. 3. Due to the fact that they are fully trained, they will take ownership of your account. 4. With reference to your recent letter, dated 11 June 2008, which I received this morning, thank you for your correspondence. 5. May I take this opportunity to apologise that, over the last 10 months or so, you have not received any annual reports. 6. Please allow me to assure you that we pride ourselves on the quality of our customer service and to apologise for your recent experience, which in no way reflects our normal high standards. © CIPD. Please use or adapt this document in line with our terms of use www.cipd.co.uk/Bookstore/onlineresources/termsofuse © CIPD. Please use or adapt this document in line with our terms of use www.cipd.co.uk/Bookstore/onlineresources/termsofuse TOOL 7.12: HANDOUT 1 Pressure or stress? TOOL 7.12: HANDOUT 2 Identifying stress Physical signs Weight change – loss/gain Tense posture Trembling Increased smoking/cups of coffee Pallor/blushing Inarticulate speech Sighing Colds or infections Tearful Frowning Behavioural and emotional signs Late for work, long lunch breaks Clock watching Reduction in output Mistakes Poor memory Temper mood swings, over reaction Withdrawal socially Forgetful Poor time management Failure to meet deadlines Body language Twitches, tics © CIPD. Please use or adapt this document in line with our terms of use www.cipd.co.uk/Bookstore/onlineresources/termsofuse How well organised are you? Score a ‘Yes’ if you generally do the following and a ‘No’ if you generally do not. No. Question Yes 1. When you arrive in the office in the morning do you have a written plan (made out the day before) as to how you will spend most of your day at work? 2. Do you give priority to the things that must be done rather than the things you like to do? 3. Do you know what time of day you work most effectively, and therefore use this time for working on your most difficult tasks? 4. Do you keep your desk clear of all papers except those on which you are working? 5. Before telephoning, do you make notes on all key points you want to cover? 6. Do you have an efficient ‘reminder’ system? 7. Do you have a tendency to take on more that you can realistically achieve? 8. Do you ‘butterfly’ from one task to another? 9. Are you harassed by frequent interruptions – whether phone calls or visitors – that affect your ability to concentrate? 10. Do you frequently put off an assignment until it becomes an emergency or panic situation? © CIPD. Please use or adapt this document in line with our terms of use www.cipd.co.uk/Bookstore/onlineresources/termsofuse No TOOL 7.12: HANDOUT 3 Are you an effective time manager? To establish priorities, consider the two elements involved : • URGENCY in relation to TIME • IMPORTANCE in relation to ORGANISATIONAL NEED. Use a coding system to set the order of priority, for example: A. Urgent and important. B. Important but not urgent. C. Not important but urgent. D. Not important and not urgent. © CIPD. Please use or adapt this document in line with our terms of use www.cipd.co.uk/Bookstore/onlineresources/termsofuse TOOL 7.12: HANDOUT 4 Prioritising TOOL 7.12: HANDOUT 5 Coping strategies Poor coping strategies • smoking • drinking • drugs • taking out your frustration on other people • ignoring the problem. Positive coping strategies Explain that studies show that positive strategies can include: • • • • Active mental/physical distraction – hobbies – physical exercise – chores – helping people. Self-nurturing – rest – diet – treats – recognising own achievements. Emotional expression – talking/writing about it – catharsis (having a good scream or cry) – creative expression. Confronting the problem – thinking it through – confronting other people – confronting the organisation/system. © CIPD. Please use or adapt this document in line with our terms of use www.cipd.co.uk/Bookstore/onlineresources/termsofuse coping