Evaluating Your Call Center Training Program

The Call Center Learning Center is proud to present a tutorial series focused on evaluating and improving training in your call center.  This four-part tutorial series will pull from Prosci's research-based toolkits and best practices reports.  Module 1 described how to align the training strategy with the company.  The second module detailed how to conduct a needs assessment.  Module 3 provided processes for analyzing agent competencies.  This module focuses on training program best practices in the call center industry. 

 

Module 4: Best Practices in Call Center Training

Now that you have devised a training program strategy and determined the needs of your agents, the task now is to determine the best techniques to deliver your new training program. This tutorial provides valuable benchmarking data on several aspects of call center training.

 


Common Training Competencies

Prosci's Best Practices in Call Center Operations report found the top training areas or programs for CSRs are:
 

1. Systems training, covering:

  • phone use

  • information technology and how to use the system

  • software training


2. Processes and procedures, including:

  • business processes and strategies

  • HR policies

  • corporate knowledge and history

  • corporate culture

  • rules and regulations of the industry


3. Customer service and communication skills, specifically:

  • call answering and handling

  • identifying what the caller requires

  • how to deal with difficult customers

  • soft skills

  • phone etiquette

  • voice and accent control


4. Products and services, including knowledge of the specific products and services of the company and their uses.

 

For call center supervisors, typically training falls into four specific areas or programs: 

  1. Leadership and coaching
  2. Business processes and products
  3. Performance measurement
  4. Call center tools and systems

 


Training Methods

According to Proci's Best Practices in Call Center Operations study, the preferred method to deliver CSR training was an instructor-led, face-to-face program.  The following figure illustrates the top training practices (note that participants could select more than one training method).

Additional training techniques used were:

  • Side-by-side or buddy training with other CSRs

  • Mentoring or monitoring by senior agents

  • On-the-job training and actual call handling

  • Role-plays

  • Satellite or Web-based virtual training

  • Individual training session

 


Advantages and Disadvantages

 

The following chart outlines the advantages and disadvantages of each method.

 


Training Time

 

Over 40% of participants reported that their average training program for new CSRs spans two to four weeks (see below).  The average number of weeks in training overall was 4.2. 

CSR training time in weeks

 

Thirty-five percent of participants reported that they spend about 20% to 40% of training time on general customer service and phone skills (see figure below).  The average percent of time spent on these skills is 32%.  Over half the respondents indicated the amount of training time dedicated to customer service skills training was adequate.

Percentage of time spent on customer service and phone skills


 


Want to participate in the 2006 benchmarking study and receive a free copy when it is published later this year?

Click here to find out more


 

Recommended Resources:

Information in this tutorial comes from Prosci's Training Development Toolkit which provides a methodology and guidelines for developing or improving a call center training curriculum and organization.  The Call Center Training Model provides a field-proven roadmap for call center training personnel to build a training group and program efficiently and effectively.

Training Development Toolkit- A complete guide for creating a world-class training organization; designed for training managers and call center directors who are starting a new training department or who need to redesign their current training program.

Call Center Best Practices Report- Two-hundred-forty organizations from 50 countries participated in Prosci’s benchmarking study on call center operations, management practices and technology. The study shares practical information about what is working (and what's not working) as call centers seek to increase revenues, reduce costs and improve service quality.

 


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