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Elements and Performance Criteria

  1. Prepare for data collection
  2. Conduct data collection for research/survey
  3. Record campaign results

Required Skills

Required skills

culturally appropriate communication skills to relate to people from diverse backgrounds and people with diverse abilities

interpersonal skills to engage customer to effectively respond to survey

listening skills to identify when clarification is required or if customer is not sure of question or response

literacy skills to communicate effectively to clearly articulate questions and to accurately record findings of survey

numeracy skills to accurately and efficiently read and manipulate data

selfmanagement skills to remain enthusiastic and positive even after difficult contacts

time management skills to ensure call targets are achieved and work is prioritised

Required knowledge

data collection techniques

design and requirements of good market surveys or research

enterprise policies procedures and guidelines as they apply to customer contact and data collection

relevant legislation codes regulations and standards that apply to data collection

operational systems and technology employed in data collection

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 following is essential

meeting of agreed calldata collection targets

accurate application of prepared call guide

accurate recording of data

successful handling of difficulties incurred during campaign

knowledge of relevant legislation codes regulations and standards that apply to data collection

Context of and specific resources for assessment

Assessment must ensure

access to workplace information and data

access to relevant legislation standards and guidelines

access to performance management and quality assurance documentation and records

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 documentation of actual performance against target

direct observation of adherence to callcontact guide

review of accuracy and quality of data recorded

direct observation of dealing with difficult contact

review of quality assurance records

Guidance information for assessment

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

BSBCCOA Action customer contact

BSBCCO201A Action customer contact.


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.

Call/contact guide may include:

call closing technique

call flow

features and benefits

greeting etiquette

product/service features

regulatory, legislative and organisational requirements

Operational boundaries may include:

discretion to deviate from call/contact guide

guidelines and parameters within which a telemarketer can operate

limits of interchange with the customer

mandatory and voluntary requirements

relevant regulatory, legislative and organisational requirements

Relevant legislation, codes, regulations and standards may include:

Consumer Credit Code

Do Not Call Register

equal employment opportunity and anti-discrimination legislation

Freedom of Information

industry specific codes, regulations and legislation

occupational health and safety legislation

Privacy Act

Trade Practices Act

Technology may include:

telecommunications (e.g. telephone, business system, PABX) - may be modified for use by people with a disability

interactive medium and information based (e.g. computer) - may be modified for use by people with a disability

Recording outcomes may include entry of data which may be:

on prepared form

paper-based

via electronic means e.g. computer

Database may include:

business directory

enterprise records

sales records

telephone directories