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Motivating Call Center Agents

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Module 3 - The Motivation Process Roadmap

The Call Center Learning Center is excited to announce its new toolkit - Motivating Call Center Agents, a comprehensive guide on how to increase agent productivity and retention. This tutorial series will pull from the Motivating Agents Toolkit to illustrate how to establish an effective motivation and incentive program in your call center. Module 1 introduced the series and looked at the agent-manager disconnect and what you can do about it. Module 2 took a closer look at the Motivation Lifecycle. This module will illustrate the motivation process roadmap and show you how to create a truly motivating workplace. Module 4 will conclude the series with tips on how to incorporate other call center resources to retain motivated and loyal agents.


Creating Motivation is a Process


As addressed in Module 1 of this series, creating motivation is an ongoing process. Just as the culture in your call center is established over time, creating motivation is also a process, rather than a one-time activity or event. In order for your call center to be truly motivating, you must be pro-active, not reactive. Spending money on gimmicks, games and logo-emblazoned mugs and pens will have little long-term effect if you stop there. The most meaningful efforts will be relevant and specific. Agents will value them, and you will see both short-term and long-term returns on your investment.


Like any meaningful change, you must view this effort as a process, not an event or a meeting, or even a new incentive program. Lasting change will result when the call center embarks on a program that addresses their unique needs and culture.



Prosci's Motivation Process Roadmap


This module in the Motivating Call Center Agents series provides an overview of the process for creating a motivating workplace and finding the real value behind incentives and methods for improving productivity. This systematic improvement process provides the steps that you can implement to create a truly motivating workplace.


Below is the Motivation Process Roadmap that is used in the Motivating Call Center Agents Toolkit.


 


The action steps of the motivation process are divided into three categories: preparing for change, planning the change and implementing the change.


Phase 1: Preparing for change

After you understand the principles of motivation, you can begin an action plan to create a motivating workplace in your call center. An adequately prepared call center workforce is much more likely to accept a change in their incentives and motivation program. By following the steps below, you will be on your way to developing a motivational strategy that works.


 

 


Preparing for change includes two steps:

1. Form a project team and begin change management
This step addresses how to create a project team with your peers and agents - all of the key players that you will need involved in the change. Using selection criteria to determine who should be on your team will ensure a fair process in choosing team members who participate in designing a plan to motivate your call center agents. To determine your selection criteria, you will want to look at a few specific factors about your agents and be sure that certain important groups are adequately represented. Groups to be represented include new and experienced agents, agents with different duties, areas and shifts, and agents with different demographics.

2. Assess the current state of your call center
Before you embark on any changes in your call center (even if you already have specific ideas in mind), it is essential that you assess the current state of your call center. This step is a reality-check. It will help you establish, in unambiguous terms, the effectiveness of your company's current incentive programs. Once everyone has a clear picture of where you are as a call center, it will be easier to determine where you want to go.


Phase 2: Planning the change

Now that you have formed a project team that adequately represents your call center and have performed a comprehensive assessment of your call center, it is time to move on to the planning phase.

 

 

Planning the change includes three steps:

1. Identify gaps using the Threshold Model
After you perform the assessment of your call center, you will be able to identify the gap's in your call center's required job factors and desired job factors, as well as the potential disconnects between agents' views and supervisor's assumptions. (Note: The Motivating Call Center Agents Toolkit does this by using the Threshold Model, a unique model designed by Prosci, and interactive assessments that calculate the data collected in your review.) When you know where your gaps are, you'll know where you should begin the work to fill them in, using your project design team's help in formulating and launching your action plan.

2. Prioritize the greatest opportunities
In this step, you will identify potential solutions to close the gaps uncovered in the previous step. You will then prioritize those solutions based on criteria that you will define. The criteria should include the many perspectives you will need to consider when deciding on the best solution, possibly including cost, time to implement, impact on agents, return on investment, etc.

3. Prepare the business case
Now that you have assessed the state of your call center, identified the gaps, and prioritized your solutions, creating a business case is the first step to actually launching your action plan for motivating your call center agents. Depending on the solutions you have selected for your call center, you will need to determine the extent to which a formal business case is required. The greater the investment, typically the more extensive is the business case proposal. Ask you call center leadership what they expect in terms of a proposal from your team.

 

Phase 3: Implementing the change

By the time you reach Phase 3, you will have collected and prepared the necessary components to set your action plan in motion.


Implementing the change includes two steps:

1. Launch the program
To ensure that the implementation of your project is a success, please take some time to review the major principles of change management. The next step is to begin to organize your action plan and determine how it will be administered in your call center. Breaking down your overall action plan into negotiable components or subprojects will help you pinpoint problems and track your progress more easily. Be sure to include a timeline and key milestones and achievements in your plan to keep you on track.

2. Evaluate the effectiveness and revise the strategy
Launching your action plan is only the beginning. You must also determine whether the changes you have implemented successfully address the identified gaps, or whether you need to make adjustments to those improvements. Gather feedback from your agents and supervisors based on the changes deployed through your action plan and revise certain elements and timelines of your original plan accordingly. Most importantly, don't forget to reinforce the change, and to reward and recognize all those who contributed to the success, including your agents and supervisors.

 

Maintaining a Motivated Workforce

Your project team and call center employees have now started on a bold course of improving the conditions and practices of your call center. Your overall goals of achieving high agent productivity and low turnover are clearly in your sights. Yet it is essential to remember that motivation is a process, and that you must continue to evaluate and revise your motivation plan. Your agents will frequently be faced with new changes and challenges in both their professional and personal lives. It is important to continually reassess the needs and motivating factors of your agents and make your motivation program change with them.

The Motivation Process Roadmap is best utilized when using the templates, exercises and assessments provided in the Motivating Call Center Agents Toolkit.

 
 

Recommended Resources:

Motivating Call Center Agents Toolkit - A comprehensive guide specifically designed to increase productivity and motivate agents.  Discover what truly motivates your agents to do their best work with easy-to-follow steps that guide you through the principles of motivation and how to overcome the agent-manager disconnect. Interactive assessments are included that allow you to find the root cause of low agent productivity and reduce your turnover rate. 

Buy the 2004 Call Center Benchmarking report for $189 - The new 2004 edition of the report includes a special new section on outsourcing and highlights of the biggest changes in call center management and most important changes planned in the future.

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Resources to improve service level in your call center

Call Center Measurement Toolkit
How to measure and improve call center performance; an excellent guide to developing a performance measurement system with concrete recommendations for improving call center performance (more information).

Controlling the Cost of Call Center Operations
How to cut costs in your call center; a systematic approach to expense reduction, this toolkit provides over 50 initiatives to cut costs, including short-term quick-hits, mid-term tactics and long-term strategies (more information).

Buy the 2004 Call Center Benchmarking report for $189

 


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