October 2003

CIAC-Certified Strategic Leader Spotlight

Michael Elliott, CIAC-Certified Strategic Leader
Regional Customer Service Manager
DHL Express


CIAC Certification does an outstanding job of identifying and defining the knowledge and skills required for today's call center executive. The program is excellent - everything from the CIAC support staff to the ICMI Study Guides that I used to prepare for testing was top grade.

The strategic roll of the call center is more important today than ever before. Customer service is an integral part of an organization’s long-term success. The CIAC Certification process quantifies and qualifies the requirements to be a successful executive in this profession.

As the only industry-recognized certification for call center professionals, I highly recommend CIAC Certification. It is a detailed compilation of the mechanics of a call center operation and also how the call center fits into the corporate structure and strategy.

 


“We are extremely committed to obtaining CIAC Certification for our contact center management team and are eager for them to earn the prestigious CIAC Certification credential. We are seeing great value in the overall certification process. Our team has varied backgrounds and the learning experience around CIAC Certification is crucial for our success because it (CIAC Certification) is a true test of the knowledge and skill level of our contact center management professionals.”

Tracy Wright
National Call Center Operations Manager-Cincinnati
Avon Products

Avon Products’ contact centers transact orders and provide customer service to a wide range of customers and independent Avon sales representatives across the US.

CHALLENGE SOLUTION
Avon operates six call centers that employ over 1000 CSRs. Avon call centers handle 14,000,000 contacts annually. Executed a contract with CIAC to industry certify its call center management professionals. The end result will be a management team of highly skilled CIAC-Certified Strategic Leaders and Operations Managers.
Objective: To expand the knowledge base of its contact center management team based on industry-recognized standards of competence; and to encourage collaboration on contact center related issues. Utilized Incoming Calls Management Institute Study Guides with in-house training to prepare for CIAC Certification testing.
Desires for its contact center managers and executives to have a mastery command of contact center management and to be recognized as leaders in the company and industry. As a CIAC Certification Pacesetter, Avon is showcased as a role model call center that is setting the standard for operational excellence and demonstrates a commitment to investing in the development of its human capital.


Is Your Call Center a Strategic Asset or a Victim?

By Maggie Klenke
Founding Partner
The Call Center School

When call centers first began to emerge, the roles were fairly simple. Take care of the customer complaint calls so that they wouldn’t end up in the executive office, provide basic services to customers, and take orders from prospective customers. With the advent of toll-free services in the 1970s, there was a whole new way for customers to reach us and we had to manage that influx of calling.

The emphasis in the early call centers was efficiency. Get the calls handled as inexpensively as possible while still meeting customer needs. Most of us set a fairly arbitrary speed of answer goal that was designed to balance service with cost, and we’ve been fighting the battle to get enough staff every since.

I’d like to suggest that we need to change the position of the call center in our organizations. It is fair to say that most call center agents talk to more customers in a day than many other employees talk to in a year. This is where customer relationships are made or broken and we need to put the emphasis on maximizing the value of the call center’s contribution to the company’s future.

So as a call center manager, look at the enterprise as a whole and determine how the call center can be best positioned to produce the strategic results needed. Don’t think of Marketing as the enemy because they embark on campaigns that increase call center workload without warning. Instead, embrace Marketing as an important function that the call center must join with to exploit opportunities to grow the business. That will maximize the call center’s ability to handle the calls and the effective utilization of marketing dollars. Help the Product Development teams to figure out ways to improve the offerings so that customers don’t find that they need to call as often. Work with Billing to identify ways to make the invoices more easily understood by tracking the most frequently asked questions and discussing them in regular meeting. In other words, become part of the solution, rather than a victim.

When was the last time you analyzed your staffing needs based on the marginal cost of additional resources versus the added revenue or value that might be attributed to the added calls that would be handled? Many centers know their cost per call, but few that don’t do direct sales have any real idea of the value of a handled call. Surely every call has some value or you wouldn’t be answering any of them, so get consensus on a value range and take a look at the tradeoffs of various staffing levels on that value. You might find that your speed of answer goal is not the one that would provide the greatest profitability and selling management on more staff to increase profitability is sure a lot easier than based on an arbitrary speed of answer goal.

Unless your business is unusual, approximately 80% of profits come from less than 20% of the customer base, but many companies don’t know which customers are the profitable ones. The call center can identify those customers who call frequently (and why) so that the company can figure out ways to serve them more profitably. Perhaps these customers need to be up-sold to a more profitable product/service, charged differently for services, offered only self-help options, or even encouraged to take their unprofitable business to a competitor.

Get a place on the planning committees and show that the call center is the “voice of the customer” and a strategic asset to the company. It will improve your life and your agent’s lives. People will aspire to work in the call center and view your team with the respect they so richly deserve.

Maggie Klenke is one of the Founding Partners of The Call Center School and was the VP of Consulting and Call Center University at TCS Management Group for 17 years. Maggie specializes in the Leadership and Technical programs in the TCCS training curriculum. She can be reached at 615 812-8411 or maggie.klenke@thecallcenterschool.com.

Supervising Effectively Without Swami

By Kathryn E. Jackson
Associate
Response Design Corporation

To be an effective consultant I have to have first hand knowledge of customer contact, periodically immerse myself “in the trenches,” and continually return to the customer contact lab to make sure I understand the constantly evolving customer landscape.

Last year I returned to the front line when a utility gave me the opportunity to spend nine months managing its contact center in which I was responsible to groom supervisors (among other things). My most poignant lessons were people lessons – generally supervisory, specifically Tina. Following are several of the insights I gained from my time in the center and with Tina. Tina and I learned together what it means to supervise effectively.

Tina (not her real name) was, at one time, one of this company’s star agents. She had consistently excelled in the organization and had taken on all new challenges with zeal. Her performance as an agent was impeccable and the leadership team had considered her to be a dream employee. Since Tina was always looking for new challenges, all she could think about was becoming a supervisor in the contact center. She lobbied hard and everyone knew she was a shoe-in for the promotion.

I wondered how the previous leadership team evaluated Tina for the promotion. How did they make that final decision? What guarantees did they have that Tina would be a successful supervisor? As they considered her for the supervisor position did they only look to her characteristic success as an agent?

Stay Focused on the Fundamentals
My first lesson was fundamental. From my experience, I knew that many first-level supervisors didn’t succeed and were often the weakest link in the contact center management chain. If my experience is any indicator, most supervisors have a difficult time experiencing success and it’s not because they don’t want to. Rather, most of the time the problem lies with us, the managers.

As I coached Tina, I found out that she felt like a failure. Tina and I talked about what she had experienced that made her feel that way. We concluded that there are two actions managers can take to help new supervisors succeed. She said that when she was being considered for the position, the leadership team carefully evaluated her against the specific knowledge and skills required to be great supervisor. We applauded Tina’s leadership for doing this with her. Then, once she was in the job, Tina expected that her manager would provide the job specific evaluation and training required for her continued success. This is where Tina’s previous leadership struggled.

As sophisticated as we would like to think we are in today’s hiring and training process, Tina and I agreed, we still tend to forget the fundamentals.

Avoid Swami the Mind Reader
One day Tina turned to me and said, “Will any one ever help me understand what I need to master in order to be a successful supervisor? Sometimes I feel like there is a secret club and I haven’t figured out the code word to get in.” Tina told me that there were times in the past when she felt that a prerequisite for being a supervisor was the ability to read minds. She was sure that her previous leaders wanted her to know what they expected of her, without them having to tell her (I personally don’t think that was true – I just think the other leaders were too busy to communicate and Tina was too afraid to ask).

When Tina left my office that day I thought more about her “mind reading” comment. I thought that in some instances Tina might be right. There are times when managers don’t communicate. Managers can get so swamped and distracted by the urgent and important issues of their own over burdened jobs that they end up leaving supervisors to their own devises without any instruction or guidance. It’s not that managers are cruel but rather because their jobs aren’t designed with time enough to mentor a team of supervisors.

I concluded that very few of us realize when Swami is alive and well.

Compensate for Competence
Do something for me. Snap your fingers.

Did you have to think about it before you did it? Probably not. You instinctively put your finger and thumb together with just the right pressure and SNAP! That’s what’s called an unconsciously competent skill. A skill you have mastered that you don’t have to think about to do well.

New supervisors are not usually “unconsciously competent” workers when it comes to the complexities of contact center management. It doesn’t matter how skilled a person you hired, he or she can’t possibly be unconsciously competent in everything it takes to supervise a contact center well.

Supervisors don’t intuitively know what they have to do to be successful every day. But we, as their manager do – or at least we should. A seasoned contact center manager knows the invisible ropes—create a report for this problem, call more people in immediately for that problem, and the CFO doesn’t like to address budget problems piecemeal. We need to teach these invisible (unconscious) ropes to our charges.

Next, we need to understand that new supervisors may be unconsciously competent in some skills and consciously incompetent in many others. When they are consciously incompetent it means that they know they don’t know what to do and they have to feel their way through it. If we don’t adjust our mentoring appropriately to the skills a supervisor has mastered (unconsciously competent) and the skills they are feeling their way through (consciously incompetent) we create a whole bunch of frustrated supervisors.

We need to adjust our mentoring to compensate for our supervisors’ level of competence.

Assess Your Readiness to Help
Supervisors can’t enjoy the full breadth and depth of what it means to supervise effectively without a mentor. Following are a few characteristics of mentors who are ready to help; see how you rate.

Can You Slow Down?
You must slow down to help; it can’t be done at your usual hectic pace. You must invest in a relationship. The foundation you build takes time and commitment. It is mentoring at its best.

Is Swami Alive?
Have you been thinking all along that the supervisor should intuitively know what they need to do? Do you believe that if supervisors really paid attention, they should be able to get it right? Are you willing to admit that the Swami fairy tale has been alive in your organization?

Are You Competent?
Which are you? Unconsciously competent (skilled at leading but not understanding how you do it)? Incompetent (not skilled at doing it yourself)? Competent, but haven’t taken the time up to this point to invest?

Whichever you are, are you willing to devise a game plan to overcome your hurdle so you can mentor your people?

Do You Believe in This Person?
Next, do you believe in the supervisor’s potential to be a winner? Do you show the supervisor you believe in her through your actions, motivating her to rise to your high level of expectation?

If you don’t believe in the supervisor, you’ll strip away her self-esteem along with the desire to think about what’s important. She’ll become passive and wait for you to tell her what to do. She’ll become fearful, defensive, and constantly cover her actions thinking they are going to get her into trouble. She’ll be afraid to do anything for fear of reprisal.

Make a Plan
Now, if you are ready, make a plan. You can’t mentor “on the fly.” It takes a plan. Following are some ideas I learned during my nine months with Tina.

Talk
As a manager, take time to talk about what is important, giving the supervisor time to listen. Supervisors are not mind readers. People aren’t born knowing what’s important to succeed. It is the very act of talking and listening that creates a relationship and it is ultimately the relationship that constantly builds the strength of the supervisory success.

Learn
Don’t assume learning. Learning takes effort, it doesn’t happen by chance. As you converse, learn from each other’s experiences and interpretations. Don’t preach—your viewpoint, experience, or opinion may not always be the most appropriate. Use each other’s insights to see daily supervisory issues in richer detail. Discuss the supervisory dynamics that created the specific issues so you both come to a better understanding of how to proceed. If a problem occurs as a result of an action that the supervisor took, use it as an opportunity to learn. Perhaps the supervisor “broke a rule.” You will be amazed at how many organization and/or department “rules” are unspoken (until they are broken). Even though we are constantly irritated when these rules are “broken” we usually never take the time to really define what they were in the first place.

Think
Thinking is the place where intelligent action begins. Be sure that you reclaim time to think and especially take time to think together. Supervisors learn so much when you take the time to decide together what action to take.

Throughout the mentoring process, give the supervisors permission to take time to think apart from you and return to you with their conclusions. Teach them to integrate what they hear and learn. As the supervisors move through the process (from unconsciously incompetent to unconsciously competent), they will learn what actions to take and where they might have the most influence. Supervisors must also learn when not to act, when right action means doing nothing. Applaud them appropriately for not attending to brush fires.

Supervising Effectively
Tina came into my office after one of our coaching sessions and plopped down for a few minutes of “quiet time.” I told her my thoughts about Swami and we both agreed that a mutual commitment was required for Tina to learn how to supervise effectively. We had previously agreed to a plan, but Tina said that she now thought there was a critical element missing. After I gave her a puzzled look, Tina chuckled, rose from her chair and drew a picture of Swami on the office white board. Then she took a big, fat, red marker and added an international symbol for “no” over the top of Swami. “Now,” she said, “the plan is complete. Swami isn’t welcome here anymore.”

Dr. Kathryn Jackson is an associate of Response Design Corporation (RDC), an organization she co-founded in 1989. Her Masters and Ph.D. are in Business Administration, and she received the Call Center Pioneer Award in 1997. In October of 2000 Call Center Magazine recognized Kathryn as a leader in her field by inducting her into their Hall of Fame. She can be reached at KJackson@ResponseDesign.com or 609-398-3230.


Training Consortium Partners
The CIAC Certification Training Consortium offers a wide range of curricula, from leading training companies in the contact center industry, to prepare candidates for CIAC Certification testing. The Consortium provides certification candidates and their organizations flexibility and cost efficiency and enables the selection of training best suited to the learning need(s). Multiple training options are available, from classroom to self-study. Candidates can choose one program and delivery method or combine courses from different providers with different delivery media. CIAC Training Partners represent the industry’s highest caliber organizations and each assures candidates a premium learning experience. The Training Partners furnish CIAC with proof that their curriculum content aligns with the Contact Center Management Competencies. CIAC also requires that course design and delivery is based on Adult Learning theory and principles. This further helps to assure every program offering effectively prepares candidates for CIAC Certification testing.

Training Consortium Partners

http://www.ciac-cert.org/index.cfm/certification,346,html
Contact: Sushil Seth
Email: sseth@beamtree.com
Phone: 416-322-2919
http://www.ciac-cert.org/index.cfm/certification,336,html

Contact: Ellen Green
Email: ellen@callcentertraining.com
Phone: 888-757-2257

http://www.ciac-cert.org/index.cfm/certification,339,html

Contact: Linda Harden
Email: lindah@incoming.com
Phone: 800-672-6177
410-267-0700 ext. 635
http://www.ciac-cert.org/index.cfm/certification,337,html

Contact: Dominick Keenaghan
Email: insights@emirates.net.ae
Phone: +971-4-3329211
http://www.ciac-cert.org/index.cfm/certification,340,html

Email: contactus@omnitouch.biz
Phone: 65- 6324 4844
603-2169 6186
http://www.ciac-cert.org/index.cfm/certification,352,html

Contact: Gary Butler
1750 Finch Avenue East
Toronto, Ontario M2J2X5
Telephone: 416-491-5050 ext. 2600
Email: Gary.Butler@senecac.on.ca
http://www.ciac-cert.org/index.cfm/certification,350,html

Email: info@servicestrategies.com
Phone: 858-674-4864
Toll free: 800-552-3058
http://www.ciac-cert.org/index.cfm/certification,338,html

Contact: Penny Reynolds
Email: Penny.Reynolds@thecallcenterschool.com
Phone: 615-812-8400
http://www.ciac-cert.org/index.cfm/certification,342,html

Contact: Todd Williams
Email: Todd.Williams@phoenix.edu
Phone: 866-955-1555

Studying for CIAC Certification: Where the ABCs still apply

By: Jason Renfrow
Technology Support Analyst
Deloitte & Touche

When one refers to “information,” several catch phrases can be associated with the word. The call center industry is no exception. I discovered this when studying the ‘Operations Management’ Study Guide in preparation for CIAC Certification testing. There’s Information Technology, the Information Super Highway, and even Chief Information Officer. This can lead to information overload. I personally found this to be the case when studying for my CIAC-Certified Management Apprentice (CCMA) credential.

Deloitte used several training methods to aid in preparing our team for testing in the first CIAC Certification competency domain (we chose the ‘Operations Management” domain to start). A combination of webinars, self-study materials, and group sessions were used to prepare us for testing. These methods proved to be useful in providing a forum for our team to collaborate and expand on areas that needed further explanation. But for me, I still needed to ‘internalize’ the information before I was ready to test.

In order to test while the information I’d learned was fresh, I used several methods of study. First, I read each chapter of the Study Guide a second time. This proved to be unproductive as I found myself laboring over each section and getting too wrapped up in the details on specific topics. My next attempt was to review quizzes and work assignments that were provided by our training vendor. Oh, but another unproductive attempt as the results from this method only proved that I still needed to work on the same areas I missed the first time around. Finally, it hit me. Why couldn’t I use the tried and true method that was taught to me in second grade. Flash cards!

Though simple in concept, flash cards are practical in results. To create the flash cards I used a three-step method. First, I read each study guide section for key points and high-level areas of comprehension. This was different from my prior attempt in which the level of detail was too granular to be productive. Reading at a level to pull out only key points helped me filter information and allowed me to (finally) begin internalizing the material.

Next I created the flash card. This forced me to choose areas of importance and transpose the key points onto a flash card. The internalization process continued as I wrote each key point on one side of the flash card and explained the relevance of the point on the reverse side. Summarizing the material in a few words proved that I understood the concept derived from training rather than just memorizing text from a book.

Finally, I used the flash cards as if I were learning multiplication tables. As I looked at the key point on the front of my flash card, I would quickly try to recall its relevance. This process produced two stacks of flash cards. One stack contained the flash cards from which I could read the key point and quickly recall its relevance. The second stack contained the cards where my reaction time to the key point was slower or my comfort level with the topic was unacceptable. I continued to review the second stack until these cards members of the first stack.

Since it had been some time since I had taken a standardized test, I was a bit nervous in the days leading up to my testing. I followed all the rules learned in school for test taking: 1) get plenty of sleep the night before; 2) eat a good breakfast the day of the test; and 3) stop studying the night before the test.

I realize that everyone has a unique learning style – I’m just glad I found what works for me. By taking the time to study each chapter and complete the work assignments, participate in webinars, collaborate with my colleagues, and experiment with techniques that cater to my learning style, I’m pleased to report that I was well prepared for the test. And, I’m even more pleased to report that I passed the CCMA “ Operations Management” assessment with flying colors. Needless to say, this has greatly boosted my confidence and made me eager to begin studying for the next CIAC Certification assessment for “People Management”.


Q: Who’s eligible to earn a CIAC Certification credential?

A: Professionals that are actively employed in a call center with a minimum of one year of experience in a strategic or operational management role are eligible to earn the CIAC-Certified Strategic Leader (CCSL) or CIAC-Certified Operations Manager (CCOM) credentials. Individuals pursuing a career in call center management including supervisors, are eligible to earn the CIAC-Certified Management Apprentice credential. And, practicing call center consultants are eligible to earn the CIAC-Certified Management Consultant (CCMC) credential. To learn more about the roles eligible for each credential, review the AT-A-GLANCE MATRIX at www.ciac-cert.org.

Q: How many assessments are there and over what competencies?
A: CIAC Certification assess knowledge, skill, and behavioral requirements in four competency domains identified by practicing call center managers and executives as essential for a ‘fully-rounded’ comprehension of call center management. These competency domains are: 1) People Management; 2) Operations Management; 3) Customer Relationship Management; and 4) Leadership and Business Management. The knowledge, skills, and behaviors that comprise each competency domain are specific to the job role.

CIAC Certification tests mastery of the required competencies with four multiple-choice knowledge assessments and for those pursuing the CIAC-Certified Strategic Leader and CIAC-Certified Operations Manager credentials, testing includes a Work Product Assignment and 360 Review. All assessments, like the competencies, are specific to the job role.


Q: How will my testing score(s) be used and who will have access to this information?
A: All assessment results are confidential and provided only to the candidate. In situations where CIAC Certification is employer-sponsored, CIAC still provides the testing results directly to the candidate in order to maintain confidentiality. It is the responsibility of the candidate to discuss performance outcome on any aspect of the certification process with his/her manager.

CIAC Certification is intended to be used for professional development purposes, however, we cannot dictate the legal use of testing results when a candidate shares the information with his/her organization. CIAC discourages that a candidate’s testing performance be used to make HR related decisions such as merit, promotion, demotion, transfer, termination, etc.


Q: What happens if I fail one or more of the certification assessments?
A: Candidates that do not pass any one of the knowledge assessments or Work Product Assignment, have the option to retake the assessment. If a candidate fails to receive a passing score on the 360 Review, he/she is required to develop and submit to CIAC a Professional Development Plan that defines how behavior will be corrected in the needed area(s).

Do you have questions about CIAC Certification or the process of becoming industry certified? If so, let us hear from you. Send your questions to us at info@ciac-cert.org and we'll provide the answer in the next issue of CIAC Certification News.


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