time management and customer service
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Career Development Training Course
Time Management and Customer Service
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Time Management and Customer Service
Enabling Objectives
Upon successful completion of this topic, the trainee will be able to:
LIST time-wasting activities that affect the working environment.
IDENTIFY the time conservation methods in the working environment.
LIST the four tasks required to conserve time in the workplace.
DESCRIBE how to assess time spent in the workplace, including the four-step time-assessment process.
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Time Management and Customer Service
Enabling Objectives (cont.)
IDENTIFY how to manage time using the Swiss Cheese Method of time management.
LIST productivity terms in the workplace environment.
IDENTIFY how to set goals using the SMART Process.
DESCRIBE how to prioritize goals using the ABC System and the 80/20 Rule.
DESCRIBE the value of face-to-face contact in customer service.
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Time Management and Customer Service
Enabling Objectives (cont.)
IDENTIFY the procedure to respond to customer needs.
LIST the pitfalls to avoid when dealing with the customer.
DESCRIBE the techniques to use when dealing with extreme and unusual situations in customer relations.
IDENTIFY the procedure for handling customer records.
LIST the benefits of using the Team Approach when providing customer service.
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Time Management and Customer Service
Reference Publications
OPNAVINST 1040.11(series), Navy Retention and Career Development Program
NAVPERS 15878(series), Career Counselor Handbook (CCH)
NAVEDTRA 14056(series), Navy Customer Service Manual
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Time Management and Customer Service
Time Conservation
Time-Wasting Activities Affecting the Working Environment:PaperworkImproper management of information
– too much, too littleUnrealistic deadlinesUnderestimated time requirementsUnclear goals
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Time Management and Customer Service
Time Conservation (cont.)
Time-Wasting Activities Affecting the Working Environment (cont.):Poor concentration, lack of focus,
jumping from job to jobStandards – failing to meet them or
greatly exceeding themPoor interactions with people (get
what you need the first time, be prepared)
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Time Management and Customer Service
Time Conservation (cont.)
More Time-Wasting Activities:Work overloadProcrastinationPhone callsUnscheduled breaksReading/Writing e-mailNon-essential Internet use
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Time Management and Customer Service
Time Conservation (cont.)
Time-Conservation Methods:Keep a list of “in-between items”Multi-taskDelegate tasks when possibleGet up earlierHandle mail and papers only onceDo personal work after work
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Time Management and Customer Service
The Big Four Tasks to Conserve Time
Learn to say NO!Prioritize!Pad your schedule for
interruptions.Schedule time when you cannot be
disturbed.
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Time Management and Customer Service
Time-Spent Assessment
Examine your daily activities to determine how you spend your time
Determine your most efficient time at workThis is a four-step process
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Time Management and Customer Service
Time-Spent Assessment (cont.)
Step 1: Record Use of TimeStep 2: Analyze ResultsStep 3: Eliminate Time-WastersStep 4: Overcome Psychological
Barriers:AffiliationAchievementPower
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Time Management and Customer Service
The Swiss Cheese Method of Time Management
Info Sheet 1-9-2The Swiss Cheese Method means
punching a bunch of small holes in a large task.
You punch holes in the task by getting started and spending whatever time you have on the task.
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Time Management and Customer Service
The Swiss Cheese Method of Time Management (cont.)
Even if you only have 10 or 15 minutes to spend on it just before a meeting or just before going home, do it! Soon you will find that 20 minutes here and an hour there finishes the job.
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Time Management and Customer Service
Productivity Terms
Goal-Setting
Prioritizing
Activities
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Time Management and Customer Service
Goal-Setting: Time-Specific Goals
For goals to be of value, they must be time-specific:DailyWeeklyMonthlyEtc.
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Time Management and Customer Service
Goal-Setting: SMART Goals
SpecificMeasurableAttainableRealisticTrackable
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Time Management and Customer Service
Goal-Setting: SMART Goals (cont.)
Specific: Clear end result No room for misunderstanding Specific time frame
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Time Management and Customer Service
Goal-Setting: SMART Goals (cont.)
Measurable:You need to know when you get there.
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Time Management and Customer Service
Goal-Setting: SMART Goals (cont.)
Attainable:I have the knowledge.I have the resources.I have the support.
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Time Management and Customer Service
Goal-Setting: SMART Goals (cont.)
Realistic:Be sure your goals are realistic and
relevant to your skills.
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Time Management and Customer Service
Goal-Setting: SMART Goals (cont.)
Trackable:Have someone who will help you be
accountable and offer some constructive criticism during your progress.
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Time Management and Customer Service
Prioritizing: The ABC System
“You must learn to set priorities to your goals and complete the goals according to priority. This will allow you to complete the most important goals each day, even if you can't complete all your goals.”
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Time Management and Customer Service
Prioritizing: The ABC System (cont.)
Step 1:Place an A next to the items on your
list that must be done. Then place a B next to items of
medium value and a C for items of lowest value.
Don’t get wrapped around the axle on this; remember, it is a subjective rating system!
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Time Management and Customer Service
Prioritizing: The ABC System (cont.)
Step 2:Break down the priority groups by
assigning numbers to each item in a group according to the priority within the group.
Example, A-1, A-2, A-3, and so on. Events may require that a C item
become an A item or vice versa. This means you are going to be required to set priorities continually.
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Time Management and Customer Service
Prioritizing: The 80/20 Rule
“If all the items are arranged in order of value, 80 percent of the value would come from only 20 percent of the items, while the remaining 20 percent of the value would come from 80 percent of the items.”
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Time Management and Customer Service Quality Customer Service
NAVEDTRA 14056, Navy Customer Service Manual:“Everyone in the Navy is directly or indirectly responsible for providing efficient customer service. However, of the many ratings in the Navy, only a few provide direct services to other personnel—NC is one of those ratings.”
CCC is a customer service job.
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Time Management and Customer Service
NAVEDTRA 14056, Navy Customer Service Manual
Overview
Face-to-Face Contact (Chapter 1)Customer Needs (Chapter 2)Pitfalls to Avoid (Chapter 3)Extreme and Unusual Situations
(Chapter 3)Customer Records (Chapter 3)The Team Approach (Chapter 4)
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Face-to-Face Contact
NAVEDTRA 14056, Navy Customer Service Manual:“Although you can’t always provide customers with everything they may request, you can always give them good service.”
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Time Management and Customer Service
Face-to-Face Contact (cont.)
To provide quality customer service, you must provide the customer with:Knowledge and skillsA positive attitudeA sense that you have pride in what
you doCourtesyCooperativenessThe ability to keep how you are feeling
personally out of how you treat customers
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Time Management and Customer Service
Customer Needs
Apply what you learn in the Navy Counseling Techniques Lesson to determine customer needs.
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Time Management and Customer Service
Pitfalls To Avoid
Avoid jumping to conclusions.Avoid letting personal feelings
about a customer interfere with service.
Avoid stereotyping for any reason.
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Time Management and Customer Service
Pitfalls To Avoid (cont.)
Failing to Communicate:Cultural differencesPhysical problems (i.e. speech
impediments)Prejudicial language (i.e. snipe and
twigget)Confusing terminology (i.e. customer
doesn’t know what you know, so keep it simple)
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Time Management and Customer Service
Pitfalls To Avoid (cont.)
Blatant disrespect excluded, don’t respond in kind to a bad attitude from a customer.
Don’t give the customer the runaround; if you don’t know something, tell them and find the correct answer.
Don’t make promises you can’t or won’t keep.
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Time Management and Customer Service
Pitfalls To Avoid (cont.)
Don’t overstep your bounds by:Criticizing coworkers.Criticizing policies, procedures, or
instructions.Encouraging complaints by the
customer about his/her job or life by responding with your own list of problems.
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Time Management and Customer Service
Pitfalls To Avoid (cont.)
Don’t be apathetic to a customer’s needs.
Don’t keep a customer waiting unnecessarily.
Don’t break routines; have your office open when it’s scheduled to be open!
Never discuss personal information about a customer with anyone who doesn’t have the need to know!
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Extreme and Unusual Situations
The best way to handle extreme and unusual situations is to understand:The rights and privileges to which a
Sailor is entitled.Instructions, manuals, and directives.
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Time Management and Customer Service
Extreme and Unusual Situations (cont.)
Know your limitations.Know the alternatives; where
there’s a will, there might be a waiver.
Above all else, don’t make statements or promises that are beyond your capability to deliver.
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Time Management and Customer Service
Customer Records
Make clear and accurate entries; the errors you make will, in the long run, be more of a problem for the customer than for you.
Safeguard customer records against loss or exposure to persons who don’t have a need to know (Privacy Act).
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Time Management and Customer Service
Customer Records (cont.)
File customer records correctly so they can be found the next time.
File a copy of correspondence pertaining to a Sailor in his/her service record as well as in the general file.
When holding forms for future action, attach a note to them indicating what action is required and when.
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Time Management and Customer Service
The Team Approach
The Team Approach to customer service provides the customer service representative (and the customer) with the following benefits:A broader knowledge base for dealing
with customer issues.A ready source for advice and assistance.Consolidated goal-setting and prioritizing.Oversight to prevent mistakes.Mutual encouragement and support.
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Time Management and Customer Service
Summary and Review
Time Management:List five time-wasting activities that
affect the working environment.What are the four tasks required to
conserve time in the workplace?What is the 4-step process to
determine your most efficient time at work?
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Time Management and Customer Service
Summary and Review (cont.)
Customer Service:What reference provides instruction
on how to deal with customers?List 4 pitfalls to avoid when dealing
with a customer.What are the benefits of the Team
Approach to customer service?
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