customer service standards brochur · 4 the customer service excellence standard the starting...

Download CUSTOMER SERVICE   Standards Brochur · 4 The Customer Service Excellence Standard The starting point Organisations providing services need to be efficient, effective, excellent, equitable, with the customer at

Post on 30-Jan-2018




0 download

Embed Size (px)



  • 2

  • Table of Contents

    The starting point 4

    Criterion 1 Customer Insight 51.1 Customer Identification 51.2 Engagement and Consultation 61.3 Customer Satisfaction 7

    Criterion 2 The Culture of the Organisation 82.1 Leadership, Policy and Culture 82.2 Staff Professionalism and Attitude 9

    Criterion 3 Information and Access 103.1 Range of Information 103.2 Quality of Information 103.3 Access 113.4 Co-operative working with other providers,

    partners and communities 11

    Criterion 4 Delivery 124.1 Delivery standards 124.2 Achieved Delivery and Outcomes 134.3 Deal effectively with problems 13

    Criterion 5 Timeliness and Quality of Service 155.1 Standards for Timeliness and Quality 155.2 Timely Outcomes 155.3 Achieved Timely Delivery 16


  • 4

    The Customer Service Excellence Standard

    The starting point

    Organisations providing services need to be efficient,effective, excellent, equitable, with the customer atthe heart of everything they do. A customer focusprinciple plays just as important a role for small front-line units as it would for large corporate organisations.Customer Service Excellence was developed to offerall organisations a practical tool for driving customer-focused change.

    The foundation of this tool is the Customer ServiceExcellence standard, which is a mix of research,management and operational models and, mostimportantly, practical experience of providing services.The standard has particular focus on delivery,timeliness, information, professionalism and staffattitude. There is also emphasis placed on developingcustomer insight, understanding the users experienceand robust measurement of service satisfaction.

    How does it work?Customer Service Excellence is designed to operate onthree distinct levels:

    As a driver of continuous improvementBy allowing organisations to self-assess theircapability, in relation to customer-focused servicedelivery, by identifying areas and methods forimprovement.

    As a skills development toolBy allowing individuals and teams within theorganisation to explore and acquire new skills in thearea of customer focus and customer engagement,thus building their capacity for delivering improvedservices.

    As an independent validation of achievementBy allowing organisations to seek formal accreditationto the Customer Service Excellence standard,demonstrate their competence, identify key areas forimprovement and celebrate their success.

    Who can apply?Customer Service Excellence aims to provideorganisations with a practical tool for driving customerfocused change. The standard has been specificallydesigned to offer real benefits to all organisations, nomatter how big they are or what sector they work in.The standard includes guidance to help you identifyevidence against each element. However, it is not meantto be a full list of all the different types of evidence.

    How to apply?For more information on achieving Customer ServiceExcellence please see the contact details on page 17 orvisit

  • 5

    Criterion 1 Customer Insight

    This criterion focuses on the importance of developing an in-depth understanding of your customers. This includesconsulting customers and using the information you receive to design and provide services. It also covers theimportance of monitoring the outcomes of your services and whether customers are satisfied with them.

    Understanding customers in this way is essential for service providers, enabling them to raise their standards andlevels of service and continue to build on this success. Effectively identifying your customers, consulting them in ameaningful way and efficiently measuring the outcomes of your service are a vital part of this approach. It is not justabout being able to collect information. It is about having the ability to use that information, and developing a culturewithin your organisation that values this kind of understanding and constantly looks to improve.


    We have an in-depth understanding ofthe characteristics of our current andpotential customer groups based onrecent and reliable information.

    We have developed customer insightabout our customer groups to betterunderstand their needs and preferences.

    We make particular efforts to identifyhard-to-reach and disadvantaged groupsand individuals and have developed ourservices in response to their specificneeds.





    A profile of the organisations main customer groupsand their characteristics.

    Details of how these groups were segmented andclassified.

    Details on the frequency and reliability of theresearch to identify customer groups.

    Methods and approaches used for developingunderstanding, such as focus groups, one-to-oneinterviews, surveys, observation, customer journeymapping and other ways of collecting informationabout customers.

    Details of how you improved your services as aresult of the understanding you gained into yourcustomers needs.

    Methods used to consult and involve hard-to-reachand disadvantaged groups and individuals, particularlypeople who have a number of different needs andcustomers whose views you rarely hear.

    Examples of how you identified needs that you werenot meeting and the changes you made to avoidexcluding or under-representing certain people.

    Criterion 1 Customer Insight

    1.1 Customer Identification

  • 6


    We have a strategy for engaging andinvolving customers using a range ofmethods appropriate to the needs ofidentified customer groups.

    We have made the consultation ofcustomers integral to continuallyimproving our service and we advisecustomers of the results and actiontaken.

    We regularly review our strategies andopportunities for consulting and engagingwith customers to ensure that themethods used are effective and providereliable and representative results.





    Policies, strategies and leadership for engaging,consulting and involving customer groups.

    Evidence of how you use a wide range of tools,including feedback from customers and staff (letters, e-mails, comments, complaints, forums, focus groupsand so on) as well as research.

    Findings and analysis of engagement activity,consultation exercises and other methods forcapturing feedback.

    Details of actual improvements, with evidence ofhow these are directly linked to the ways youconsulted and involved customers.

    Examples of how you involved customers indesigning and providing services (for example,through allowing them to take part).

    Information on how you tell customers about thechanges you make as a result of their involvement.

    Current service improvement and developmentplans showing that your policies, projects andactivities are shaped by how you consult and involvecustomers.

    Outcome of reviews on the effectiveness ofengagement and involvement, showing levels ofparticipation, assessment of how representative theresults are, and quality of information collected.

    How mechanisms, processes and approaches areadapted to respond to emerging issues, servicepriorities, demographic changes etc.

    Examples of innovation, learning from best practiceor benchmarking, suggestions of staff etc.

    1.2 Engagement and Consultation

  • 7


    We use reliable and accurate methods tomeasure customer satisfaction on aregular basis.

    We analyse and publicise satisfactionlevels for the full range of customers forall main areas of our service and we haveimproved services as a result.

    We include in our measurement ofsatisfaction specific questions relating tokey areas including those on delivery,timeliness, information, access, and thequality of customer service, as well asspecific questions which are informed bycustomer insight.

    We set challenging and stretching targetsfor customer satisfaction and our levelsare improving.

    We have made positive changes toservices as a result of analysing customerexperience, including improvedcustomer journeys.







    Methods used would in most cases include surveywork and other forms of feedback and qualitativeinformation.

    Information on survey methodology, for examplesample sizes, potential biases, margins of error andany advice taken on design.

    Reasons for the decisions you made on how tomeasure customers satisfaction.

    Details on how often you collected information

    Assessment and analysis of satisfaction within allgroups (identified).

    If you provide a range of different services, you shouldassess how satisfied customers are with all of them.

    Evidence of any differences in levels of satisfactionbetween groups, or any unexpected outcomes.

    Published information about the action you plan totake or have taken as a result of measuringcustomers satisfaction with your service.

    Examples of other methods you used.

    Satisfaction surveys and other ways of gatheringfeedback that include these specific questions.

    Evidence of investigation into customers prioritiesand local key drivers of satisfaction.

    Satisfaction levels of all customer groups for all themain areas of your service, and the targets you wantto achieve.

    Evidence of how levels of satisfaction have improvedover time.

    Examples of how you analyse customersexperience.

    Specific information on how you map customersjourneys and the steps you have taken to improvethese (for example, through limiting the amount ofunnecessary contact they have with people in yourorganisation).