From the Call Center Learning Center

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The Call Center Model: Module 8 of 8
Call Center Model Tutorial Series

The final module, Module 8, will address the project planning and change management needed to make the most of your contact centers. Each component comes from Centerserve's Planning and Design eToolkit. The Call Center Model acts as a basis for ensuring cost effective, strategically aligned, world-class customer service. 

Click here to reexamine Module 1, Module 2Module 3, Module 4, Module 5, Module 6 and Module 7.


Planning for Transitions and Managing Changes
in Your Call Center


Change Management

In the past 7 weeks we extensively covered  The Call Center Model from Centerserve's Planning and Design eToolkit No matter how well you plan and manage your contact center implementation, the resulting change will create stress and resistance in the organization. Change management works in conjunction with your project plan for optimal results.

Transitions using a well-designed change management program will:

  • be faster to implement

  • cost your organization less

  • achieve results faster

Phases of a change management project

The figure below illustrates the two dimensions of change management.[1] On the vertical axis you see the normal stages of the project implementation, beginning with the identified business needs and ending with post-implementation. This is the normal view of change from the perspective of business managers. On the horizontal axis you have the change from the perspective of the employees, beginning with the awareness of why the change is happening to reinforcement for the change once it's in place. Successful change occurs when both the business and employee dimensions of change are well managed.

Change management techniques are the tools for enabling effective transitions from the perspective of the employees impacted by the change.

[1] From the “Employee’s Survival Guide to Change” – Manager’s Edition, Prosci, 2002.
http://www.change-management.com/survival-guide.htm

Critical success factors in change management

Because change is a basic fact of life for contact centers, you want to create an environment that accepts change rather than resists it.  Some centers even thrive during change.

  • Choose forward thinking leaders who recognize the ongoing need for change and can relate it to others.

  • Create a change management team to oversee transition planning and change management. This team should be lead by an experienced and focused change advocate.

  • Train the change management team and provide them with the necessary resources to manage change. For more information on training the change team, visit:
    http://www.change-management.com/change-management-training.htm

  • Use additional resources – outside experts, change management tools and books – to understand this unique and challenging business area.


The Project Plan

Steps to creating a Project Plan

Whether it is on paper or in a sophisticated software package, the steps involved in developing a project plan are the same and should be completed in sequence.  The project plan is a living document and will change over the life of the project (e.g., new tasks will be added, timelines will change, resources will be added).
 

Maintaining the Project Plan
As the project progresses:
  • conduct weekly status meetings to review progress and issues
  • distribute project plan updates to all team leaders
  • maintain an ‘issues list’ and review progress weekly
  • define critical path events and focus the team on issues if the schedule is in jeopardy
Role of the project manager

The project manager needs to be the team’s cheerleader and problem solver. Duties include:

  • defining scope and objectives

  • identifying milestones

  • creating and maintaining the project plan

  • tracking action items, issues and completed activities

  • organizing resources

  • motivating staff

  • tracking and controlling costs

  • resolving issues between project team members

Advantages of having a Project Plan

A well-designed and maintained project plan helps you:

  • track all activities, dates, resources, and dependencies

  • clarify expectations

  • communicate the same timeline to all project personnel

  • inform upper management and other departments of project progress


Don't reinvent the wheel when it comes to project planning. Centerserve has already created a tried and true Master Planning Guide and The Project Roadmap.

 

The Master Planning Guide will get you started quickly, serve as the basis of your brainstorming, provide the foundation of your Project Plan and be your master checklist.

The Project Roadmap assists you in identifying the critical topics in setting up a call center and mapping out the sequencing of activities such as processes, technology and human resources.

See our Planning and Design website for more information on the The Master Planning Guide and The Project Roadmap.


In conclusion...

Remember, no matter how well you plan and manage changes in your call center, change causes stress and resistance. With a strong assessment of where changes are needed the most and proper planning based on the components of the Call Center Model, you are on your way to a healthier call center

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Related Resources

Call Center Measurement eToolkit - Centerserve's Call Center Measurement eToolkit is an indispensable tool that will teach you how to assess and improve the performance of your call center. By providing common definitions of terms and a complete overview of performance measures for contact centers, the eToolkit will promote your understanding of the functions and procedures that will enhance your call center performance and boost its efficiency.

Call Center Planning and Design eToolkit - A comprehensive guide to call center strategy, planning and design; an excellent resource for new contact center start-ups, existing call center improvement and future planning with detailed templates and planning roadmaps.

 

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