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Management Series -
Certificate in Call Centre Management

General
The course is targeted at aspiring and existing Call Centre managers and supervisors who wish to improve their overall Call Centre management knowledge and gain a recognised professional qualification.

The course is conducted on a multi-layered sandwich basis with classroom sessions alternating with distance learning assignments over a 12 to 16 week period. As the exam date approaches an increasing proportion of time is spent on exam practice.

The programme is delivered by a number of experienced instructors and practicing Call Centre professionals. They use a variety of proven teaching methods, tools and media that make for a genuine multimedia learning experience. These include informative textbooks, instructional software and interesting Call Centre site visits. Distance learning assignments and the associated instructor feedback/guidance are a key component of the programme.

Syllabus

Call Centre Management
AIM: To impart a broad understanding of the concepts of best practice in developing call centres in particular applicable management principles, processes and practices. To act as a base for the creation of active involvement in, and contribution to, informed decision-making in managing a call centre. To develop the understanding of alternative structures, design, technologies, business rationale and human resource management directly related to an efficient and effective call centre operation.

Structure and Design

To understand how to design all aspects of a modern call centre, including location, technology alternatives, and building design. To understand and make informed decisions about the advantages and disadvantages of out-sourcing call handling versus in-house.

Relationship between call centre and other functions including the strategy and business planning issues
Technical design aspects relational to a call centre
Establishing key factors behind decisions to out source call handling activity or to manage it in-house
Reasons for locating in specific places including demographics, economics, business drivers, EU and Government incentives
Impact and requirements within general building design to facilitate effective call centre management, working environment and ergonomics
Call distribution strategy and the rationale for stand-alone versus virtual versus networked call centres
Identifying any specialised supporting functions needed for a call centre eg systems support, HR, training
Identifying business risks from various levels of disaster

Resource Planning and Budgeting

Effective call centre management through the use of appropriate forecasting, budgeting and agent allocation tools. Means of establishing key success factors. An understanding of the elements required to evaluate varying alternatives that impact on key success factors.

Understanding statistical forecasting techniques
Methodology in creating hourly, daily, weekly, monthly or seasonal trends
Determination of agent network requirements in relation to system capacity
Costs of providing various levels of service
Configuration and agent group sizing in relation to call handling capacity
Alternative methods in establishing effective agent rota and shift planning
Budgeting tools to establish operational requirements allowing for all absences
Establishing realistic value, revenue generated and cost per call information
Establishing contingency plans for unexpected traffic peaks

Management Information

Understanding the management information required to effectively manage the operation of a call centre. Available techniques to identify specific data required to create useful information for business process optimisation. Identification of essential information required to evaluate the performance of systems, equipment and human resources. Establishment of the tools to provide effective measurement of the business activity.

Management techniques required to identify information needed to assist the business process
Creation of valid data sources to provide effective information flows
Identification and establishment of quality standards, criteria and tools to evaluate the performance of systems, equipment and human resources
Information flows required to maintain monitoring of established quality standards
Establishment of agreed performance evaluation criteria
Identification and establishment of essential information necessary to effectively evaluate the performance of the call centre within the organisation=s corporate strategy
Methods for identification of business activity trends and for business activity forecasting
Management reporting techniques for monitoring actual v planned performance
Establishment of diagnostic systems to identify business risks

Technological Awareness

The history, extent and development of basic telecommunications. How call centre topologies have developed and how call centre processing techniques have affected business, commerce and individuals. Technologies available to establish effective predictive dialling, call blending, call recording and resource planning tools.

History of telecommunications and the current impact of legacy telecommunications in the operation of a call centre including developments in PBX facilities to include ACD, CTI and IVR facilities
Role and function of equipment components within a call centre
Building a technological planning document to cover the evolution of an efficient call centre
Developments of specialist systems and equipment using computer telephony integration including scripting
Design criteria for matching technical architectures for various call centre topology options
The effect on business, commerce and individuals of call centre developments
Technological implications and operational issues of a centralised, virtual, concentrated or dispersed staff including Teleworking (home working)
Use of predictive dialling, call blending and call recording
Potential developments of multi media application and integration with Internet, Intranet or similar services

Marketing

To understand and be able to practically apply marketing principles as they relate to call centre management, with especial reference to customer contact strategy. Assessing customer needs, designing products and services in line with those needs.

Competitive advantage - the differentiation between overall and call centre specific strategy
Establishing effective course of action to adapt proactively to the changing environment
Product and brand development and positioning including market entry
Evolving distribution channels and the use of telephony to improve customer contact methods
Communicating and advertising strategy for call centres including market signalling
The relationship with the organisations overall advertising and marketing strategy
Customer care and service quality, relationship marketing (customer retention) and market research and the customer feedback loop
Methods of establishing benchmarking criteria for call centre operations
Application of benchmarking criteria within the competitive environment
Social and economic trends affecting the marketing mix; customer culture and technological awareness

Internal Communications (within the Call Centre) & Cultural Issues

Understanding of the issues surrounding effective, consistent and timely communication in a call centre environment. Various methods of communication that are available. Establishing an effective, motivational environment that will meet internal and external customer needs by adopting appropriate management techniques.
Identifying the communications issues that exist
What essential information needs to be communicated by whom, when and how within the call centre
Motivational aspects of communication
Developing an effective multi-channel communication strategy
Seeking and responding to staff feedback and taking appropriate action
Motivational aspects of recognition & reward
Recognition of differing call centre cultures
Impact of empowerment and involvement in decision-making
Impact of self-managed teams
Creating and managing effective team-working

Human Resources

Human resources issues that could affect the management of call centre staff. Establishing an appropriate recruitment strategy. Job specifications and evaluation of a call centre role, and training considerations for both new and existing staff.
Identification and maintenance of Health and Safety requirements
Organisational structures within a call centre environment - roles and responsibilities
Competencies and behaviours linked to performance management methodologies & continuing professional development
Recruitment strategies within the overall organisation and identification of any specific call centre requirements
Identification and development of the 'perfect' agent profile
Implications of alternative staffing policies eg full, part-time, agency, contract or self-employed
Identification and delivery of induction and continuing training and development needs
Job specification and the evaluation process both overall within the organisation and specific to call centre operation
Pay and rewards for call centre staff
Measurement tools within a call centre - systems and management


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