Order 941665: Deliver and Monitor a Service to Customers

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BSBCUS301AA2Monitorandreportonservicedelivery160318.docx

TAFE SA VET ASSESSMENT

Student Written Assessment

Business Unit/Work Group

TAFE SA Business Services

Qualification Code

Covers a number qualifications offered by TAFE SA

Qualification Title

Unit Code/s

BSBCUS301

Unit Title/s

Deliver and monitor a service to customers

Assessment Task Title

BSBCUS301 AA2 Monitor and report on service delivery

Student Declaration

I hereby declare that the material herein submitted for assessment is my own work except where specifically acknowledged and referenced.

Student Name

Student SIS ID

Student Signature

Date

Assessor Name

Student guide for Written assessment

Overview of Assessment

· The purpose of this Assessment Activity (AA) is to assess the skills and knowledge required to identify customer needs, deliver and monitor customer service and identify improvements in provision of customer services.

· The following topics will be covered in the assessment:

· Monitor and report on service delivery

· You will be assessed individually.

· The assessment for the Unit of Competency will include:

· flexible classroom and/or online

· AAs will include the following:

· role play, short answer questions, document writing

· There are multiple tasks within this AA. They can be completed over a period of time as outlined in the time allowed section below.

Task/s to be assessed

To achieve a satisfactory outcome for this Assessment Activity you must successfully complete all of the following tasks:

Question 1

a. Case Study Research Activity

b. Project Plan

c. Customer Survey Summary Table (01)

Question 2

a. Customer Survey Summary Table (02)

b. Opportunity for improvement short answer question

c. Short informal report

Question 3

· Customer Service Charter Short answer question

Question 4

· Short answer question on Legislation

Question 5

· Following Organisational policies and procedures

Question 6

· A Baird - responding to customer requests for information

Time allowed

Allow approx. 2 weeks to complete this AA.

Your lecturer will inform you regarding Due Dates.

Location

Flexible Classroom or online depending on your Study Mode.

Decision making rules

To receive a satisfactory outcome for this assessment you must answer all questions correctly.

Assessment conditions

1. Read all AA instructions below carefully before starting the AA, and contact your lecturer if you need more information.

2. Refer to the Business Home Page for student Rights and Responsibilities and other relevant information: http://learn.tafesa.edu.au/course/view.php?id=3494

3. To be found competent in this unit you need to satisfactorily complete all AAs for this unit.

4. When you submit your work for this AA you are agreeing that

a. You have read and understood the requirements of this AA and

b. That all assessment evidence submitted is your own original work.

5. The AA is unsupervised and open book.

6. All written AAs must be keyed according to the Standards outlined in the Organisational Style and Procedures Guide (see Business Services Homepage for this resource).

7. All AAs are to be submitted to Learn unless otherwise instructed by your lecturer.

Resources required

Resources:

You will be required to access the following resources

· office equipment such as a printer either at home, in a flexible classroom on campus or a local library

· Microsoft office suite eg Word – See TAFE SA Internet for access to student approved versions if required

· organisational policies and procedures - provided in this AA

· examples of customer complaints and feedback – provided in this AA

· case studies as provided in this AA

· Internet Resources (Example: Australian Standards/ Procedures manual/Legislation etc)

· Business equipment eg photocopier

· Organisational Style and Procedures Guide (see Business Services Homepage for this resource).

Results/Reassessment

· You have the right to one re-submission per assessment activity (unless negotiated with your lecturer).

· The assessment outcome and feedback will be provided within 7 to 10 days of the lecturer receiving the work unless notified otherwise.

· It is your responsibility to regularly check for assessment feedback, and to action any additional re-assessment requirements requested by the lecturer in a timely manner.

· All AAs must be successfully completed by the due date issued by the lecturer.

· To be deemed successful in this unit you must receive a satisfactory result in all AA for the unit.

· For more information, refer to the TAFE SA Assessment and Academic Grievances Policy

Is there any Reasonable Adjustment Consideration required?

Students with a disability, medical condition or other personal circumstances impacting on their study may be eligible for reasonable adjustments or special consideration in assessment. For more details contact Student Services or speak to your lecturer.

Marking scale:

Satisfactory

correctly completed all requirements for this assessment activity

Not yet satisfactory

further work required for this assessment activity

Outstanding

work for this assessment activity still needs to be submitted

For Learn Users Only

· LEARN students will be provided the feedback and outcome of this AA via LEARN

· Notification in LEARN will indicate that you have been advised of the outcome of this Assessment Activity

For Non - Learn Users Only

· Students not submitting their work to LEARN will be instructed by their lecturer about how to submit their work.

· Students will receive feedback and the outcome of this AA on the Assessment Outcome section below.

· The student will sign Assessment Outcome at the end of this document and return this document to the lecturer who will retain it for TAFE SA purposes.

Assessment Outcome

Satisfactory:

☐

Not satisfactory:

☐

Outstanding (work)

☐

Re-assessment details (if applicable):

Date of re-assessment:

(Attach supplementary observation checklist/s used in re-assessment)

Re-assessment outcomes, if applicable:

Satisfactory:

☐

Not satisfactory:

☐

Outstanding (work)

☐

Feedback to student:

BSBCUS301 Deliver and Monitor a Service to Customers

BSBCUS301 AA2 Monitor and report on service delivery

You work as a receptionist for Marion Hearing Centre and report to the Office Manager. You also provide administrative support for five (5) health professionals. Before commencing the required activities read the Marion Hearing Centre’s Policies and Procedures Manual at the end of this document.

1. Case Study 1

a. Your Manager has decided that it is time to review the survey form that is currently used to monitor customer feedback. Shera has asked you to research and provide at least three (3) examples of tools that can be used to review customer satisfaction.

Submit the 3 examples for assessment.

b. As a part of your job role you are required to:

· review customer satisfaction

· monitor the effectiveness of the organisation’s procedures for service delivery

· identify any opportunities to improve the quality of the organisation’s service

The Delivery Services Manager, Keven Bard has asked you to work on a project where you will consult with staff about how the Service Reception area operates, monitor and review operations to identify if improvements are required.

Over the last month, you have consulted with staff working on reception and have instructed them to ask customers to complete a satisfaction survey. They have given you the completed surveys filed as BSBCUS301 AA2 Customer Service Surveys 01. (The surveys are located in the Resources tab of Learn unless otherwise advised by your lecturer).

Using the Project Plan Template in the Policies and Procedures Manual plan how you will complete all requirements for Case Study 1 eg communicate with staff, meet with staff, commence the survey, collate information.

Submit the completed Project Plan for assessment.

c. A month later and all the BSBCUS301 AA2 Customer Service Surveys 01 have been returned and collated. You are now required to summarise the results of the 9 returned surveys into a Summary Table.

Using the summary table below:

· adding together the scores of each question to get a total numbe

· place the total into the Score Given box, and

· enter any comments made by customers into the relevant ‘comments’ box.

BSBCUS301 AA2 Customer Service Survey 01 Summary Table

Survey Question

Highest possible score

Score given

1. Point of arrival

90

2. Documentation ready and explained

90

3. Work and price explained, able to express concerns

90

4. Concerns heard and addressed

90

5. Reasonable timeline in waiting area

90

6. Overall level of customer service

90

7. State reception area – clean and presented well

90

8. Likelihood of returning and recommending Marion Health Centre

90

9. I was happy with the way my confidential details were stored and accessed

90

From the survey results list any comments/responses to the question:

‘Are there any other comments with regards to the level of customer service you received you would like to add?’

From the survey results list any comments/responses to the question:

“If you left not satisfied with the customer service or level of product service you expected, can you please describe why? from these surveys

Submit the completed BSBCUS301 AA2 Customer Service Survey 01 Summary Table for assessment.

2. Outcome of first survey

You presented the completed BSBCUS301 AA2 Customer Service Survey 01 Summary Table to Kevin and as a result of the customer feedback he increased the staffing level by 1.0 full time staff member. He has to justify keeping the staff permanently to his Manager. Kevin also arranged for the waiting room to be painted, refurnished and installed a coffee machine.

You continued the customer satisfaction survey for another month and it is now time to review the results of the second survey ie BSBCUS301 AA2 Customer Service Surveys 02 (The surveys are located in the Resources tab of Learn unless otherwise advised by your lecturer). You must now report the findings to Kevin.

a) Open the BSBCUS301 AA2 Customer Service Surveys 02 document and summarise the results of the 13 responses into the summary table below by:

· adding together the scores of each question to get a total number

· put this total into the Score Given box, and

· entering any comments made by customers into the relevant ‘comments’ boxes.

BSBCUS301 AA2 Customer Service Survey 02 Summary Table

Survey Question

Highest possible score

Score given

1. Point of arrival

130

2. Documentation ready and explained

130

3. Work and price explained, able to express concerns

130

4. Concerns heard and addressed

130

5. Reasonable timeline in waiting area

130

6. Overall level of customer service

130

7. State of Reception area – clean and presented well

130

8. Likelyhood of returning and recommending Marion Hearing Centre

130

9. I was happy with the way my confidential details were stored and accessed

130

From the survey results list any comments/responses to the question:

‘Are there any other comments with regards to the level of customer service you received you would like to add?’

From the survey results list any comments/responses to the question:

“If you left not satisfied with the customer service or level of product service you expected, can you please describe why? from these surveys

Submit the completed BSBCUS301 AA2 Customer Service Survey 02 Summary Table for assessment.

b) Analyse the feedback received from both surveys, with a view to identifiying three (3) opportunities to enhance the quality of service and products. Eg suggestions for improvements on service delivery. Use the table below to complete your analysis. In response to each problem provide an idea/solution (min 150 words).

Problem

Changes Required – Recommendations

c) Report your findings to Kevin, your Service Delivery Manager. He encourages staff to always present a solution to any problem. Kevin prefers that reports are presented according to the Organisational Style and Procedures Guide (see Business Services Homepage for this resource).

· In the Introduction briefly state what the purpose of the report is and describe the organisation.(50-150 words)

· Discuss the findings using bullet points (150 – 200 words)

· Use your knowledge of customer service to suggest recommendations to improve the customer service based on your findings (200 – 250 words)

3. Your manager has asked you to prepare some brief notes to add to the Customer Service Charter so that everybody is clear as to what is meant by interpersonal skills when serving customers including customers with specific needs (50 – 80 words each).

Required interpersonal skills

Outline of interpersonal skills for serving customers

Verbal communication

Non-verbal communication

Listening skills

Team work

Problem solving

Submit your notes for assessment

4. List and explain three (3) key provisions of the following legislation and explain how the provisions apply to the provision of customer service (between 50 – 100 words each):

Legislation

(Include Act name)

Key provisions

(3 per legislation)

Explain Key Provisions and how they apply to customer service

Privacy

Equal Opportunity

Workplace Health and Safety

Submit your response for assessment. If you have completed the requirements of Q4 in a previous Assessment Activity you are not required to re-do the task. Submit your previous feedback from a Lecturer.

5. Using the Marion Hearing Centre Policy and Procedure Manual explain the organisation’s policy and procedures for handling customer service , including handling customer complaints, in the scenarios listed below. (2-3 dot points per scenario)

Scenarios

Organisational Policy and Procedures (10-30 words)

1.

Customer Arrives

2.

Customer has concerns

3.

Receptions appearance and presentation

4.

Customer has special needs ie has difficulty hearing.

6. In BSBCUS301 AA1 Identify needs and deliver service you promised to send Anne Baird some information on new products that would assist her with her use of the telephone. When checking your email inbox you find the following message:

TO: The Manager

FROM: Anne Baird

When I came to my appointment three week’s ago you promised to send me some information on some new products/aids that would assist me with the use of the telephone. I haven’t received anything and I am tired of waiting. Can you please send it to me asap. I have since changed my email address to [email protected] . Please also update my records.

Read through the email carefully to ensure you understand exactly what Anne Baird requires and send her a “mock” email addressing her concerns and any other matters in the email that need attention. Remember to check for spelling and grammar (25-50 words).

Submit your mock email for assessment.

Marion Hearing Centre

Policy and Procedure Manual

ABOUT THE ORGANISATION

The Marion Hearing Centre is a small centre staffed by fully qualified and accredited hearing specialists and dedicated customer service staff.

CUSTOMER SERVICE CHARTER

The Marion Hearing Centre believes that it is important to listen carefully to the needs of out. Working together with the customer we will find the perfect hearing solution to meet the needs of our customers.

Marion Hearing Centre requires that staff comply with their Customer Service Charter as follows:

· customer enquiries must be attended to promptly

· phone calls must be answered with “Good morning/afternoon, Callan Legal, xxx speaking”

· staff must speak clearly

· staff must build a friendly yet professional rapport with clients by using a ‘smile in their voice’

· after booking their initial appointment, new clients should be asked if they will complete a four (4) question Customer Service Survey via email

· new clients must be provided with an appointment within 5 working days of their first contact

· all clients are to be given an appointment card with the appropriate dates and times

· staff are rostered to take after hours’ appointments if required

· due to Workplace Health and Safety requirements, staff are not allowed to take appointments after 7 pm

· you must communicate with the customer in a clear, concise and courteous manner

· use appropriate interpersonal skills such as effective listening and speaking skills, be attentive, paraphrase and summarise your discussion

· remember your non-verbal communication skills

· maintain eye contact – if this is appropriate with your customer

· don’t invade their personal space by standing too close to customers

· have a warm, friendly approach

· smile and show empathy

STAFF

Name

Specialty

Work days

6.00 pm – 7.00 pm appointments

Harry Adams

Senior Audiologist

Mon - Fri

Wed and Thurs

Piotr Jonas

Senior Audiometrist

Mon -Thurs

Tues and Thurs

Jack Goffrey

Senior Audiologist

Tue - Fri

Tues and Thurs

Sue Ling

Senior Audiologist

Wed - Fri

Wed and Thurs

Josie Hower

Senior Audiometrist

Mon, Tues, Fri

Mon and Tues

Office Manager

Shera Williams

Mon - Fri

Nil

Service Delivery Manager

Kevin Bard

Mon -Thurs

Nil

PROJECT PLAN TEMPLATE

Task

Action/s

Required Resources

Responsible Person

Due Date

TAFE SA Student Written Assessment Version 3.0 ©TAFE SA

RTO CODE 4106 | CRICOS 00092B

Page 1 of 12

S:\BJIT_Bus_Team\RR&D\Resources - Accredited\BSBCUS301 Deliver and monitor a service to customers\Assessment\BSBCUS301 AA2 Monitor and report on service delivery 090218.docx

TAFE SA Student Written Assessment Version 3.0 ©TAFE SA

RTO CODE 4106 | CRICOS 00092B

Page 2 of 12

S:\BJIT_Bus_Team\RR&D\Resources - Accredited\BSBCUS301 Deliver and monitor a service to customers\Assessment\BSBCUS301 AA2 Monitor and report on service delivery 090218.docx