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Elements and Performance Criteria

  1. Analyse historical data
  2. Formulate a service level policy
  3. Monitor and maintain service levels

Required Skills

Required skills

analytical skills to

analyse workplace information and data

make observations of workplace tasks and interactions between people their activities equipment environment and systems

communication skills to

communicate effectively with personnel at all levels

conduct effective formal and informal meetings

consultation and negotiation skills to develop implement and monitor strategies

interpersonal skills to

establish rapport and build relationships with clients team members and stakeholders

establish relevant networks

literacy skills to prepare and present reports on complex concepts and ideas

numeracy skills to

consider and manage service level consistent with budget and resources

test assumptions taking the context of data and circumstances into account

planning and organising skills to manage own tasks within required timeframes

presentation skills to articulate information and ideas effectively

problemsolving skills to create innovative solutions to problems that arise

problemsolving skills to create innovative solutions to problems that arise

risk assessment and management skills to

cover problems or challenges that may arise

monitor an organisations compliance with service level targets

selfmanagement skills to

selfmanagement skills to:

comply with policies and procedures

pay attention to detail when making observations and recording outcomes

seek learning and development opportunities

technology skills to organise manage and analyse data

Required knowledge

benchmarking principles

business and financial planning budget principles

business requirements for service level performance which may include regulatory requirements

contact data available and technology functionality and reporting capability

industry standards best practice and regulatory requirements for service levels

organisational structure and key stakeholders

processes for determining customer expectations and satisfaction with level of service

structure and organisation of workforce including parttime casual contract and shift workers

Evidence Required

The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria required skills and knowledge range statement and the Assessment Guidelines for the Training Package

Overview of assessment

Critical aspects for assessment and evidence required to demonstrate competency in this unit

Evidence of the ability to

develop a service level strategy that consistently meets the requirements of a customer contact organisation including documenting processes and policy and maintaining reports and records

demonstrate knowledge of industry standards best practice and regulatory requirements for service levels

Context of and specific resources for assessment

Assessment must ensure access to

information and databases for analysis activities

relevant legislation regulations standards and guidelines

stakeholder feedback

Method of assessment

A range of assessment methods should be used to assess practical skills and knowledge The following examples are appropriate for this unit

direct questioning combined with review of portfolios of evidence and thirdparty workplace reports of onthejob performance by the candidate

direct questioning combined with review of portfolios of evidence and third-party workplace reports of onthejob performance by the candidate

review of stakeholder feedback

review of service level performance

review of process and service level policy documentation

review of documentation of poor service level performance

review of reporting and historical data along with analysis

practical demonstration of effective use of customer contact technology

review of financial performance and resourcing budget

Guidance information for assessment

Holistic assessment with other units relevant to the industry sector workplace and job role is recommended for example

BSBCCOB Optimise customer contact operations

BSBCCO601B Optimise customer contact operations

BSBMGTA Develop a contact centre business plan

BSBMGT618A Develop a contact centre business plan.


Range Statement

The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.

Contact wait characteristicsmay include:

abandonment rates

breakdown of waiting times

related indicators of caller responses to waiting periods.

Service levelmay include:

abandonment rates

average speed of answer

contact escalation policy

percentage of calls answered within a defined waiting period.

Industry standardmay include:

best practice service level

regulated service level requirement

service level set by individual organisations.

Stakeholdersmay include:

finance

human resources

market research

occupational health and safety

sales and marketing

senior customer service and executive staff.

Service level periodsmay include:

calculating service levels at varying periods of time, such as:

half hourly

hourly

daily

weekly

monthly

yearly.

Benchmarkingmay include:

best practice across all industry sectors

comparison with other organisations, including:

other internal departments

industry sector

other industry sectors

targeted competitor.