phase 2 CBP v3 foundations – data gathering & checking a planners guide . keeping customers informed Collections Best Practice revision changes Communicating with customers through operational change – support is at hand Introduction With all the operational change happening within Royal Mail and so much planned for the coming months, it’s essential we tell customers about this change and how it will affect their service. Formal customer feedback indicates clearly that one of the main drivers of customer dissatisfaction is not that we make changes to our services – customers understand we need to do that – but when we change things but don’t tell our customers. We therefore need you to work with the Customer Service Communications team to keep customers informed about the changes you’re making. The CS Comms Team provides a range of support options for operational planners and managers. They can produce and distribute branded, professional communications to customers about the changes Regional Ops Managers are planning, whether that’s through collection and delivery revisions, office relocations or closures, mail centre activity or any other change affecting their service. Additionally, Customer Service advisors and Service Managers are at the forefront of customer contact and they too can help make your change programme a success, if you tell them what changes you are planning to make; another reason to make sure the CS Comms team is involved. For more information about the CS Comms Team, who they are and how they can help Collection Planners please see the attached slides. Please don’t hesitate to contact them by emailing customer.service.communications@royalmail.com or calling 0800 COP CBP MG v1.0 Sep09 phase 2 CBP v3 foundations – data gathering & checking a planners guide . keeping customers informed Collections Best Practice revision changes 012 1639. Contacts: Dylan Casewell – CS Comms Information Manager. Mobex: 5367 3576 Anne Ballantyne - Keeping Customers Informed, Service Integrity Team. Mobex: 5363 1381 Collections Revision – Customer Comms Process We need to make sure we let customers know when we are planning to change their collection arrangements. The process below outlines the steps we need to take when your revision activity affects Business Collections, street Postboxes and Post Office Counter collections. Step 1. Initiation, planning stage & customer information gathering Regional or local collections planning teams to advise the CS Communications team about the initiation of collection revision activity When planning starts the CS Communications team need to know the following: A list of all business customers and Sub Postmasters within the catchment area, with FIR numbers and addresses. An overview of the type of collection revision activity being planned and likely outcomes - e.g. revised routes and duties, new Postbox Final Collection times, business collection times changing - including the reason for the change. COP CBP MG v1.0 Sep09 phase 2 CBP v3 foundations – data gathering & checking a planners guide . keeping customers informed Collections Best Practice revision changes A list of the postcode areas affected. What the specific impact may be on your customers’ service – eg earlier or later collection times, a change to drivers. How will individual customer collection times be affected etc.? Are there any known business customers or staffing issues? The collection revision deployment timeline, including all the key planned go live dates. Have External Relations been engaged yet? Please email these details to customer.service.communications@royalmail.com, or call the team directly on 0800 012 1639. At this stage CS Communications will: Arrange production and distribution of the initial letter to customer and Sub Postmasters, introducing the idea and advising them that a collections revision is underway. Where this involves more than 1000 customers and Subpostmasters the local planning team will need to supply a budget code to cover the cost of this activity. At the same time arrange production and distribution of the standard questionnaire inviting customers to supply a range of information about their collections (plus any tailored requirements or additional questions as agreed). Both items to be returned to the local collections manager by the customer but any calls to be fielded by the Business Customer Services team whose number (03457 950950) will be shown on the customer letter. Alert all appropriate CS teams to the customer letter to enable account handlers and relationship managers to field any consequent calls from account managed or non-account managed customers. Step 2. One month before your changes are due COP CBP MG v1.0 Sep09 phase 2 CBP v3 foundations – data gathering & checking a planners guide . keeping customers informed Collections Best Practice revision changes Regional Planning Team need to confirm final deployment plans & expected impact on customers to CS Comms team. The CS Comms team will support the local planning team in developing a specific customer communications plan, engaging the relevant External Relations team if required. However, local collections planners will need to supply the following: An Excel spreadsheet showing details of all customers and Sub-postmasters affected by the revision, clearly showing whose collection times are changing and to what time and whose are not changing. The spreadsheet needs also to show all FIR numbers and customer addresses and postcodes. Details of any specific or unusual collection times that are changing (e.g. removal of all early, unpaid-for collections). CS Communications will: Manage the customer communications plan. This plan will consist of any or all of the following, as relevant and agreed between Regional Planners and CS Comms team: Produce and despatch direct letters to affected customers, 28 days in advance of the changes going live. This will primarily be business customers and Sub-postmasters as advised in the above Excel spreadsheet. Where this involves more than 1000 customers and Sub-postmasters the local planning team will need to supply a budget code to cover the cost of this activity. Assist with the production of Postbox Final Collection time change notices, advising customers of changes to Postbox collection times, as required/agreed by/with local planners. Information posters and leaflets. If your drivers and/or customers would welcome a physical reminder of the change, the CS Comms team can create these for you. Customer web pages - Change details will be posted on our COP CBP MG v1.0 Sep09 phase 2 CBP v3 foundations – data gathering & checking a planners guide . keeping customers informed Collections Best Practice revision changes regional ‘service update’ web pages, the ‘Ask Sarah’ customer self help facility and OneNetwork as appropriate. Background information, briefings to CS call handlers and Service Teams about the changes. This will help them answer any telephone or written customer queries and make proactive calls to customers if necessary. Details of your changes will also be included in the CS Comms team’s regular and ‘ad hoc’ proactive customer updates: ‘My service updates’ and the Daily Operational Customer Statement. Engagement with the COM community and Regional External Relations teams as required, concerning the change. Agree what messages are given to customers. Step 3. Deployment of revision Regional Planning Team to update the CS Comms Team about deployment At the time of and/or just after your changes go live, CS Comms need you to: Let your contact in CS Comms know what has gone well and not so well. Make sure any remedial or corrective action you are planning is communicated to CS Comms, eg any further changes of times, last minute refinements etc.. Decide if you need any follow-up or reactive messages to go out to customers, either directly or via our customer COP CBP MG v1.0 Sep09 phase 2 CBP v3 foundations – data gathering & checking a planners guide . keeping customers informed Collections Best Practice revision changes handling teams – CS Comms can arrange this for you. Make sure Customer Services input is included in any Post Implementation Review you undertake. _____________________________________________________________ ___________________ Dylan Casewell Anne Ballantyne January 2010 COP CBP MG v1.0 Sep09