From the Call Center Learning Center
Quality Monitoring Lifecycle  

 

 

This series will examine the Quality Monitoring Lifecycle that call center agents enter into once hired.  As an ongoing circle of continuous improvement, the Lifecycle provides a formal method for evaluating and improving the performance of call center employees.  These tutorials are developed with material from the Quality Monitoring Toolkit.

The goal of this tutorial series is to present the Quality Monitoring Lifecycle and to explain the role quality monitoring has in the call center. Quality monitoring is an essential part of call center operations, but many times the real benefits of call monitoring are not realized - the monitoring takes place for the sake of monitoring. This module describes the critical step of feedback in this lifecycle process.

 

 

Module 3: Providing Feedback

 

 

 


The Quality Monitoring Lifecycle

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Agent feedback

Feedback is the second step in the Quality Monitoring Lifecycle, and it is a vital aspect of quality monitoring because it serves as the catalyst for performance improvement.

Benchmarking results indicate that prompt feedback plays a major role in the success of quality monitoring programs. Participants in the 2007 Call Center Benchmarking study said that immediate feedback is important because it allows agents to better understand where they have succeeded and where they need improvement. One improvement most organizations indicated they would implement was to revise the feedback form and process to be objective, simple and consistent.

This tutorial will help you answer:

  • Who will give feedback to agents?

  • When will feedback be given?

  • How will it be given?
     


Who will give feedback?

As a matter of course, whoever conducted the monitoring should participate in the feedback session with the agent. They are in the best position to provide background, context and explanation of their observations.

In some cases when you are using a quality assurance team or an outside vendor to perform monitoring, these same people may not be the ones returning feedback to the agents. In these cases, you will need to consider who would be best to provide the feedback results.

 

Who Why
Supervisors Supervisors commonly give feedback. Their duties typically target performance improvement among individual agents, so it is very common for a large part of their duties to include feedback and evaluation exercises. They provide feedback that typically includes written evaluations.
Team leaders Team leaders play a less formal role in the call center and this allows them to provide feedback to agents in a less formal manner. They should also have a form of written evaluation for agents.
Mentors Mentors can give feedback to agents in an informal setting that allows agents to more freely ask questions and ask for advice on how to improve their performance. Mentors play a vital role in new agent development and with struggling agents.
Peers Peers, much like mentors, can give feedback in an informal manner that is very helpful to agents who are struggling or new. Peers represent a "friendly" advisor who is there to offer helpful suggestions and answers about performance improvement.

 


When will feedback be given?

Feedback should be given as soon as possible. Research indicates that feedback proves most effective when given within 24 to 48 hours of monitoring. Giving feedback this promptly better allows agents to understand where they have succeeded and where they need improvement while the experience is still fresh in their minds. Immediate feedback was listed as the top improvement measure being undertaken by call centers.


Keeping feedback consistent and constructive

Keeping feedback consistent and constructive is easy if you can manage to create a schedule and stick to it. You may plan to deliver all veteran and successful agents' feedback within 48 hours, while new and struggling agents may get their feedback immediately after the contact has taken place.

However, you should not give Veteran Agent A feedback within the 24-hour timeframe, and then wait for three weeks to provide Veteran Agent B with hers.

There must be a uniform system of which agents are aware. This is not to say that all agents must be monitored on the same day at the same time. All feedback must be given in a consistent timeframe between groups.
 


How is feedback given?

Agent feedback needs to be presented in two forms:

  • Written

  • Verbal

Written feedback is a must, plain and simple. It may come in the form of a yes/no checklist or as a three-page assessment complete with a training plan and improvement goals. Most likely it will be somewhere between these extremes. Regardless, it is a key element in the documentation process of quality monitoring. Don't think of documentation in negative terms, either. Each session of quality monitoring is one small piece of the agent's overall statement of work.

Verbal feedback is important in itself. Verbal interaction between an agent and a supervisor, mentor, team leader or manager provides an invaluable resource for agents to improve their performance. Written feedback is not enough by itself. It is through verbal interpretation of scores and goals that agents gain insight into what they are doing and why. Agents can ask questions. They can interject their opinions.

 

Written feedback Verbal feedback

In order to be effective, written feedback needs to be:

  • Logical

  • Easily interpreted

  • Objective

  • Accurate

  • Constructive

  • Accompanied by verbal evaluation

To be effective, verbal feedback needs to be:

  • Organized

  • Constructive

  • Thorough

  • Concise

  • Interactive

  • Personal

  • Accompanied by a written evaluation

 


Types of feedback

Once contacts have been monitored and evaluated, the monitoring data you gather will go to two places:

 

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Feedback to agents is delivered as an evaluation. This type of feedback helps agents improve their skills.

Feedback to the system is delivered as process adjustments or improvements. This type of feedback helps your call center improve its efficiency and operations. This feedback is overlooked in many quality monitoring programs. The Quality Monitoring Toolkit includes examples of this type of feedback and strategies for gathering and improving your call center systems.
 


Summary

This tutorial provided guidelines for giving feedback from call monitoring.  In addition to answering the above questions when developing your monitoring program, it can be beneficial to look at benchmarking standards of others in your industry.  Our 2007 Call Center Best Practices Benchmarking Reports provide data to help you make the most of your monitoring program.

Specifically, the Improving Call Center Business Processes Report includes a section focusing on quality monitoring programs.  Topics addressed include:

  • Monitoring methodsds
  • Who monitors calls
  • Type of scale for monitoring
  • Categories used to evaluate CSRs when monitoring calls
  • Quality monitoring scorecard
  • Sample CSR quality monitoring scorecard – phone contact
  • Sample CSR quality monitoring scorecard – email contact
  • Number of contacts monitored
  • Uses for quality monitoring results
  • Methods for providing feedback
  • Who provides feedback
  • Timing of feedback
  • Steps to improve feedback process
  • Future quality monitoring changes

Visit our Best Practices page to learn about our reports: http://www.call-center.net/ccstudy-practices.htm

A full table of contents for the Improving Call Center Business Processes Report: http://www.call-center.net/buspro-toc.htm
 


Other resources

The Quality Monitoring Toolkit is the most comprehensive guide available for quality monitoring. Whether you are just starting a new program for monitoring contacts or need to overhaul your current call monitoring process, this toolkit provides definitive guidelines and templates for both phone and multi-media contact monitoring. Using research data from more than 400 call centers, the toolkit includes benchmarking results that will make your quality monitoring program a success. The toolkit includes:

  • Methods for quality monitoring
  • Benefits of quality monitoring
  • Perception and legality
  • The complete Quality Monitoring Lifecycle
  • Survey criteria
  • Scorecard content - with a sample based on best practices research
  • Implementation and improvement guidelines

Read more about the Quality Monitoring Toolkit: http://www.call-center.net/qm_main.htm
 


 

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