- BSBCUS201A - Deliver a service to customers
Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners
BSBCUS201A Mapping and Delivery Guide
Deliver a service to customers
Version 1.0
Issue Date: May 2024
Qualification | - |
Unit of Competency | BSBCUS201A - Deliver a service to customers |
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Description | This unit describes the performance outcomes, skills and knowledge required to deliver all aspects of customer service at an introductory level. It includes creating a relationship with customers, identifying their needs, delivering services or products and processing customer feedback.No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement. | ||
Employability Skills | This unit contains employability skills. | ||
Learning Outcomes and Application | This unit applies to individuals who perform a range of routine tasks in the workplace using a limited range of practical skills and fundamental knowledge of customer service in a defined context under direct supervision or with limited individual responsibility. | ||
Duration and Setting | X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting. |
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Prerequisites/co-requisites | |||
Competency Field | Stakeholder Relations - Customer Service |
Development and validation strategy and guide for assessors and learners | Student Learning Resources | Handouts Activities |
Slides PPT |
Assessment 1 | Assessment 2 | Assessment 3 | Assessment 4 | |
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Elements of Competency | Performance Criteria | |||||||
Element: Establish contact with customers |
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Element: Identify customer needs |
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Element: Deliver service to customers |
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Element: Process customer feedback |
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Evidence Required
List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.
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 following is essential: demonstrating all stages of customer service interactions responding to customer feedback demonstrating a range of interpersonal skills knowledge of relevant legislation. |
Context of and specific resources for assessment | Assessment must ensure: access to an actual workplace or simulated environment access to office equipment and resources examples of customer complaints and policies relating to customer service. |
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 third party workplace reports of on-the-job performance by the candidate analysis of responses to case studies and scenarios demonstration of techniques observation of presentations oral or written questioning to assess knowledge of customer service and communication techniques review of information provided to customers about problems and delays, and customer follow-up review of documentation recording feedback and communication between customers and the organisation. |
Guidance information for assessment | Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example: sales units other customer service units. |
Submission Requirements
List each assessment task's title, type (eg project, observation/demonstration, essay, assignment, checklist) and due date here
Assessment task 1: [title] Due date:
(add new lines for each of the assessment tasks)
Assessment Tasks
Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.
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Required skills |
communication skills to convey meaning clearly, concisely and coherently culturally appropriate communication skills to relate to people from diverse backgrounds and people with diverse abilities literacy skills to communicate with customers and to develop required product knowledge numeracy skills to interpret customer requirements and to meet customer needs problem-solving skills to deal with customer enquiries or complaints. |
Required knowledge |
key provisions of relevant legislation from all forms of government that may affect aspects of business operations, such as: anti-discrimination legislation ethical principles codes of practice privacy laws occupational health and safety (OHS) organisational policies and procedures relating to customer service and the customer service process. |
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. | |
Customers may include: | contacts from other organisations external customers internal customers members of the public patients service users |
Organisational requirements may include: | access and equity principles and practice anti-discrimination and related policy following OHS procedures for dealing with customers legal and organisational policies, guidelines and requirements quality and continuous improvement processes and standards quality assurance and/or procedures manual |
Interpersonal skills may include: | listening actively to what the customer is communicating providing an opportunity for the customer to confirm their request questioning to clarify and confirm customer needs seeking feedback from the customer to confirm understanding of needs summarising and paraphrasing to check understanding of customer's message using appropriate body language |
Designated persons may include: | manager, supervisor or team leader more experienced personnel with specific knowledge or information staff from other work areas with particular product or service knowledge |
Opportunities may include: | advice about warranties, guarantees or support services packaging options pricing options procedures for delivery of goods or service provision of product knowledge systems for recording complaints |
Customer feedback may be about: | damaged goods or delivery problems delays invoicing errors quality of customer service quality of service provision |
Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.
Observation Checklist
Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice | Yes | No | Comments/feedback |
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Acknowledge and greet customer in a professional, courteous and concise manner according to organisational requirements | |||
Maintain personal dress and presentation in line with organisational requirements | |||
Communicate using appropriate interpersonal skills to facilitate accurate and relevant exchange of information | |||
Maintain sensitivity to customer specific needs and any cultural, family and individual differences | |||
Establish rapport/relationship with customer and express a genuine interest in customer needs/requirements | |||
Use appropriate questioning and active listening to determine customer needs | |||
Assess customer needs for urgency to identify priorities for service delivery | |||
Provide customer with information about available options for meeting customer needs and assist customer to identify preferred option/s | |||
Identify personal limitations in addressing customer needs and seek assistance from designated persons where required | |||
Provide prompt customer service to meet identified needs according to organisational requirements | |||
Provide information regarding problems and delays, and follow-up within appropriate timeframes as necessary | |||
Communicate with customers in a clear, concise and courteous manner | |||
Identify opportunities to enhance the quality of service and products, and take action to improve the service whenever possible | |||
Promptly recognise customer feedback and handle sensitively according to organisational requirements | |||
Accurately record any feedback and communication between customers and the organisation according to organisational standards, policies and procedures | |||
Identify any unmet customer needs and discuss suitability of other products/services | |||
Support customers to make contact with other services according to organisational policies and procedures |
Forms
Assessment Cover Sheet
BSBCUS201A - Deliver a service to customers
Assessment task 1: [title]
Student name:
Student ID:
I declare that the assessment tasks submitted for this unit are my own work.
Student signature:
Result: Competent Not yet competent
Feedback to student
Assessor name:
Signature:
Date:
Assessment Record Sheet
BSBCUS201A - Deliver a service to customers
Student name:
Student ID:
Assessment task 1: [title] Result: Competent Not yet competent
(add lines for each task)
Feedback to student:
Overall assessment result: Competent Not yet competent
Assessor name:
Signature:
Date:
Student signature:
Date: