From the Call Center Learning Center

Hiring, Training and Keeping the Best

Module 3: Key Elements in New Agent Training

 

 

 

 

This module will answer the following training questions:

  • What hard and soft skills will new agents need to be set up for success?

 

  • What are advantages and disadvantages to the various training methods?

 

  • What is the optimal training sequence for new agents?

 

 

 

 

 

The featured resources in this week's module:  Centerserve's Call Center Training Development Toolkit.  Also check out additional training benchmarking information in Centerserve's 2007 Best Practices Report How to be a Great Call Center Manager.


Training Topics

While designing a training, keep both hard and soft skills training in mind.   Hard skills are specific to your organization and the job itself. Soft skills cover the manner in which you want customer contacts to be handled and how you want your agent to manage their work.

Hard skills training topics to consider:

  • Product/service information

  • Business processes

  • Escalation procedures

  • Systems

  • Media type such as: incoming and/or outgoing phone contacts and email requests and text chat

Soft skills training topics to consider:

  • Customer handling skill: listening skills, étiquette & “netiquette", contact control techniques

  • Sales skills

  • Corporate ‘message’

  • Time and work management

 


Training techniques

For each module of training, you will need to select the best style of teaching. The following options are worthy of consideration: classroom training (each student has own PC), computer-based training (CBT), role-play practice cases and time on-the-desk with a coach. Each method has advantages and disadvantages, as illustrated in the chart below:

 

                                                                                                      Source: Centerserve's Call Center Training Toolkit © 2003 Centerserve


Variety in training

In order to provide the most comprehensive training, Centerserve recommends incorporating a variety of training techniques. By strategically blending the training techniques, you will maximize your training opportunities.  Adhering to just one technique will not be as effective as carefully sequencing a blend of all four. Consider the following training sequence for optimal agent training.


Training sequence

Each module of training should contain some classroom and computer time, followed by role-play cases and a test. If the candidate does not pass the test, provide more instruction in weak areas. After an opportunity to handle real customers with the help of a coach, there should be a final exam. If students fail the final exam the first time, they should be given the opportunity to receive additional training before a second attempt at the test. Your organization may establish different guidelines for your agents.

 

                                                                                                        Source: Centerserve's Call Center Training Toolkit © 2003 Centerserve


Additional Resources

The featured information in Module 3: Key Elements in New Agent Training is directly from Centerserve's Call Center Training Toolkit.  Training is one of the three components that must be aligned for call center success.  The toolkit offers the roadmap to success.

 
Toolkit Contents
  •    Getting Started
  •    Strategy and Needs Assessment
  •    Training Organization Design
  •    Curriculum Development
  •    Competency Assessments
  •    Delivery and Evaluation

           Source: Centerserve's Call Center Training Toolkit © 2003 Centerserve

Centerserve's Call Center Training toolkit is ideal if you…

  • are starting a completely new call center and need  a training program

  • want to upgrade your existing training to a world-class organization

  • are taking over the responsibility for training from someone else

Job Aids

The toolkit includes checklists, guidelines and templates to make sure that you are on the right track.

Training strategy document

Concisely present your training strategy to your leadership team, including a mission statement, training strategy and a comprehensive needs assessment.

Training operations plan

Convert your strategy to an operational plan including the training organizational structure and resources, curriculum and course content, individual competency assessment process, training delivery methods and professional development plans.

Interested in the latest benchmarking training information?  Check out Centerserve's 2007 Best Practices Report How to be a Great Call Center Manager.

To order, call 970-669-6554 or order online.


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