Professional Documents
Culture Documents
The management at A-Z Specialties has set a goal to increase net profit from $3
million last year to $5 million this year. To achieve that goal, A-Z has identified
several issues that prevent their desired business growth. Specifically, they
recorded a 30% increase in customer complaints with Telephone Operators in the
call center. They also identified several Human Resource issues, including high
turnover of Telephone Operators and Customer Service Supervisors and a need for
improved training for Telephone Operators and Supervisors. A-Z has contracted
WoE to develop training for telephone operators that would reduce call duration,
improve customer service, increase employee satisfaction and as a result, increase
A-Zs profitability.
Project Manager
The Project Manager for this project is Mary DuQuaine. She has been in contact
with the project sponsor throughout the analysis and report of West of Eastern
(WoE) findings to come to an agreement on the scope, nature, and content of the
project.
Project Sponsor
Call center supervisors and Attend customer service and Simply The training will add new customer
Order training, participating in service skills for TOs, reducing
telephone operators
lectures, practice activities, role plays, customer complaints and increasing job
and assessments. satisfaction.
Better trained TOs will give
supervisors more time to do their jobs
as they spend less time taking phone
calls from dissatisfied customers.
The new training for TOs in Simply
Order system will change telephone
operators order process and workflow
leading to job satisfaction.
The training will appeal to TOs
multiple learning styles, leading to
them being able to take more calls
which will increase their bonus
potential.
Business Objectives
The improvements in customer service as well as the efficiency of the new order
entry system will result in reduced customer complaints related to telephone
operator etiquette and long wait times. Customer satisfaction will increase sales
and help A-Z achieve the target goal of $23 million in total sales ($8 million in
catalog sales and $15 million in internet sales) and a net profit of $5 million.
Customer Service Training ILT 8 hours of seat time The customer service and Simply Order training
AND Telephone Operator/ course will be delivered for telephone operators
Supervisor Training on the and supervisors. The course will cover customer
new order entry system, service essential information and will increase the
Simply Order. knowledge and skills required to research product
information as well as take and place customer
orders. The course will have guided, small group,
and independent exercises as well as role plays. It
will include a facilitator guide, student guide, job
aides and summative assessments.
WoE will undertake the following tasks to complete the above listed deliverables:
Course Design Document
Student guide that includes customer service best practices as well as
Simply Order product information and order entry system.
Training presentations and infographics for customer service and order
entry system training sessions.
Job aides for customer service and order entry system
Facilitator guide
Out of Scope
This project will be complete when all the deliverables and sub-documents listed
above have been signed off on and delivered to A-Z Specialties stakeholders.
Deliverable /Solution Type of Training/ Deliverable Seat Time or Total Hours Rate Cost
Scope Figure Estimated
Consulting Team
Sarah Sonognini Project Coordinator Works with the project manager 89 hours
to develop weekly activities and
corresponding deadlines. Helps
put the teams and processes
together.
Client Team
Sheena Perez and Ray Product Provide input and review Sheena Perez 16
Johnson information SMEs telephone operator training as it Ray Johnson 24
and Reviewers relates to products in Simply
Order.
Marge Moorhead Simply Order SME Provide input and review training 8
and Reviewer slides, guides, and handouts to
insure it aligns with the product
portion of Simply Order.
Tom Swartz Simply Order SME Provide input and review training 8
and Reviewer material to insure it aligns with
product order entry process in
Simply Order.
Sarah Commons and Maria Telephone operator Assist with the training to learn Sarah Commons 32
Gomez trainers-to-be how to conduct future training. Maria Gomez 32
Sarah Commons, Maria Telephone operator Provide input on realistic Sarah Commons 16
Gomez Paula Moore and SMEs and customer scenarios and customer Maria Gomez 16
Rosalinda Sanchez Reviewers service standards. Review and Paula Moore 16
analyze all TO training being Rosalinda Sanchez 16
developed.
Milestone Date
9/22/2017
WoE will work with the following vendors to complete the following tasks:
You/I Solutions User interface and user experience research,
consultation, and layout design for Simply Order page layout
Command-P Print Offset printer who will print and bind all manuals,
guides, and other job aids
Technical failure, 2 Jane Mackenzie Could cause delays in Jane and Mary will
virus, corrupt or and Mary development and/or focus on keeping
incompatible DuQuaine final delivery computers functioning
database and storing backup files
regularly. This will save
time restoring files while
reducing work if
problems occur.
More workload for 3 Jane MacKenzie, Could cause project Try to have them work
telephone operators Sarah Commons, delays or loss of sales on this project during
and supervisor SMEs Maria Gomez, depending on slow call times.
could take away from Paula Moore, priority.
customer sales calls. Rosalinda
Sanchez
Limited access to the 2 Jane Mackenzie Could delay review Mary will ask Jane to
project manager and Mary of materials needed provide a priority
DuQuaine to meet milestones contact list of who to
contact in the event she
is not available.
Constraints [SS]
The following situations will constrain the ability of A-Z Specialties to complete
the project:
Training time will be constrained by the shifts of the trainees
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