BSBCCO604B
Develop and maintain a service level strategy

This unit describes the performance outcomes, skills and knowledge required to establish, monitor and maintain a service level strategy in a customer contact environment.Competence in this unit requires developing and implementing a successful service level strategy to achieve the service levels required by an organisation and the associated processes required to establish that service level.

Application

This unit applies in customer contact environments where the achievement of this service level may be a regulatory or organisational requirement and is normally organisation-specific.

This role is undertaken by staff with managerial responsibility, although specialist staff may undertake it under supervision, depending on the size and structure of the centre.


Prerequisites

Not applicable.


Elements and Performance Criteria

1. Analyse historical data

1.1 Distinguish between contact wait characteristics and service level data

1.2 Collect relevant and accurate service level data

1.3 Determine historical service levels for service level periods

1.4 Collect relevant and accurate contact wait time, abandonment rate and customer survey data

1.5 Determine historical contact wait and abandon time characteristics

2. Formulate a service level policy

2.1 Identify the difference and impacts of providing the required service level against the industry standard

2.2 Consult with relevant stakeholders on contact wait characteristics and service levels

2.3 Identify business needs related to service levels

2.4 Review organisation’s contact wait characteristics in relation to the industry, the market and competition

2.5 Formulate a comprehensive set of appropriate contact wait characteristics

2.6 Define and document an appropriate service level policy or target

2.7 Develop comprehensive contingency plans for loss of facilities or technology

2.8 Identify and document corresponding resource requirements

2.9 Communicate and justify service level policy to senior management and stakeholders

3. Monitor and maintain service levels

3.1 Identify measurement capabilities of existing technology

3.2 Select diagnostic measures to monitor service levels

3.3 Collect and analyse service level data

3.4 Identify underperforming service level periods

3.5 Analyse service level inputs and recommend corrections to maintain service levels

3.6 Conduct benchmarking to compare performance to competitors and industry best practice

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

risk assessment and management skills to:

cover problems or challenges that may arise

monitor an organisation’s compliance with service level targets

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 part-time, 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 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:

BSBCCO601B Optimise customer contact operations

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.


Sectors

Stakeholder relations – contact centre operations


Employability Skills

This unit contains employability skills.


Licensing Information

No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.