- BSBCUS401A - Coordinate implementation of customer service strategies
Assessor Resource
BSBCUS401A
Coordinate implementation of customer service strategies
Assessment tool
Version 1.0
Issue Date: May 2024
This unit applies to individuals with a broad knowledge of customer service strategies who contribute well developed skills in addressing customer needs and problems. They may have responsibility to provide guidance or to delegate aspects of these tasks to others.
This unit describes the performance outcomes, skills and knowledge required to advise on, carry out and evaluate customer service strategies, including the design of improvement strategies based on feedback.
No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.
You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)
Employability Skills
This unit contains employability skills.
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: identifying needs and priorities of the organisation in delivering services to customers responding to and reporting on customer feedback designing strategies to improve delivery of products and services knowledge of the principles of customer service. |
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, feedback and strategies. |
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 review of documentation reporting changes necessary to maintain service standards analysis of responses to case studies and scenarios demonstration of techniques observation of presentations oral or written questioning to assess knowledge of customer service techniques and strategies review of systems, records and reporting procedures to compare changes in customer satisfaction. |
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, assingnment, 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 |
literacy skills to read a variety of texts, to prepare general information and papers, and to write formal and informal letters according to target audience planning skills to develop implementation schedules problem-solving skills to diagnose organisational problems relating to customer services. |
Required knowledge |
key provisions of relevant legislation from all levels of government that may affect aspects of business operations, such as: anti-discrimination legislation ethical principles codes of practice privacy laws environmental issues occupational health and safety (OHS) principles of customer service organisational business structure, products and services product and service standards and best practice models. |
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. | |
Customer needs may relate to: | accuracy of information advice or general information complaints fairness/politeness further information making an appointment prices/value purchasing organisation's products and services returning organisation's products and services specific information |
Communication techniques may include: | analysing customer satisfaction surveys analysing quality assurance data conducting interviews consultation methods, techniques and protocols making recommendations obtaining management decisions questioning seeking feedback to confirm understanding summarising and paraphrasing |
Customers may include: | corporate customers individual members of the organisation individual members of the public internal or external other agencies |
Organisational requirements may include: | access and equity principles and practice anti-discrimination and related policy confidentiality and security requirements defined resource parameters ethical standards goals, objectives, plans, systems and processes legal and organisational policies, guidelines and requirements OHS policies, procedures and programs payment and delivery options pricing and discount policies quality and continuous improvement processes and standards quality assurance and/or procedures manuals replacement and refund policy and procedures who is responsible for products or services |
Business technology may include: | answering machine binder computer fax machine photocopier printer shredder telephone |
Online services may include: | access to product database by customers online access to purchase, delivery and account records call/contact centre online ordering online payments online registration quick/reasonable response two-way communication online |
Designated individuals and groups may include: | colleagues committee customers external organisation line management supervisor |
Procedures to resolve customer difficulties may include: | external agencies (e.g. Ombudsman) item replacement referrals to supervisor refund of monies review of products or services using conflict management techniques |
Customer complaints may include: | administrative errors such as incorrect invoices or prices customer satisfaction with service quality damaged goods or goods not delivered delivery errors products not delivered on time service errors specific e-business problems and issues: difficulty accessing services inactive links not appreciating differing hardware and software services not available supply errors such as incorrect product delivered time taken to access services unfriendly website design website faults warehouse or store room errors such as incorrect product delivered |
Customer service strategies may include: | courtesy/politeness delivery times merchandise characteristics price offers product/refund guarantees product/service availability |
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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Clarify and accurately assess customer needs using appropriate communication techniques | |||
Diagnose problems matching service delivery to customers and develop options for improved service within organisational requirements | |||
Provide relevant and constructive advice to promote the improvement of customer service delivery | |||
Use business technology and/or online services to structure and present information on customer service needs | |||
Ensure customer service strategies and opportunities are promoted to designated individuals and groups | |||
Identify and allocate available budget resources to fulfil customer service objectives | |||
Promptly action procedures to resolve customer difficulties and complaints within organisational requirements | |||
Ensure that decisions to implement strategies are taken in consultation with designated individuals and groups | |||
Review client satisfaction with service delivery using verifiable data in accordance with organisational requirements | |||
Identify and report changes necessary to maintain service standards to designated individuals and groups | |||
Prepare conclusions and recommendations from verifiable evidence and provide constructive advice on future directions of client service strategies | |||
Maintain systems, records and reporting procedures to compare changes in customer satisfaction |
Forms
Assessment Cover Sheet
BSBCUS401A - Coordinate implementation of customer service strategies
Assessment task 1: [title]
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Assessment Record Sheet
BSBCUS401A - Coordinate implementation of customer service strategies
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Assessment task 1: [title] Result: Competent Not yet competent
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Feedback to student:
Overall assessment result: Competent Not yet competent
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