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Business and Admin Level 2 Unit 2 assessment answers
1.
Business and Administration ©
Creating Careers Ltd 2011-2014 Page 1 of 19 Unit two: Principles of providing administrative services Assessment You should use this file to complete your Assessment. The first thing you need to do is save a copy of this document, either onto your computer or a disk Then work through your Assessment, remembering to save your work regularly When you’ve finished, print out a copy to keep for reference Then, go to www.vision2learn.com and send your completed Assessment to your tutor via your My Study area – make sure it is clearly marked with your name, the course title and the Unit and Assessment number. Please note that this Assessment document has 13 pages and is made up of 9 Sections. Name: D S Section 1: Using the telephone This section will help you to evidence Learning Outcome 1: Understand how to make and receive telephone calls. Learning objective Place in Assessment 1.1 Describe the different features of telephone systems and how to use them Question 1 Page 1 1.2 Describe how to follow organisational procedures when making and receiving telephone calls Question 2 Page 2 1.3 Explain the purpose of giving a positive image of self and own organisation Question 2 Page 2 1. Complete the table below with descriptions of at least two different features of a telephone system and how / when they would be used. [1.1] Feature How / when used 1. Conference Calls This feature is used when one needs to speak to one or more people. This feature can be used when same information needs to be communicated to more than one person and it saves time because it helps in doing the above as well as answer all questions or opinions from different people at the same time. 2. Speed Dialling Speed dialling is a feature which uses abbreviated dialling. It is helpful when one needs to call certain people on regular basis. They could be suppliers, regular customers or any other people one needs to be in regular touch with. This feature saves time of looking back the contact details when you need to make calls urgently.
2.
Business and Administration ©
Creating Careers Ltd 2011-2014 Page 2 of 19 2. Prepare a brief report advising people on: How to follow organisational procedures when making and receiving telephone calls The purpose of giving a positive image of yourself and your organisation when making and receiving telephone calls. If possible, use specific information from procedures in your own organisation (or one that you are familiar with). [1.2] [1.3] In today’s business world, being a skilled telephone user is essential. Most organisations follow set procedures for making and receiving telephone calls. These procedures must be followed in order to create a positive image of the organisation. When receiving calls, the first thing that you should do is to greet the caller with time of the day and name of the business, own name, followed by how can the caller be helped. In response, the caller might greet back, tell their name and tell the purpose of their call or the person they wish to speak to. Before proceeding any further, it is important to keep a pen and paper handy and take notes or message in a neat handwriting about the information provided by the caller above. If their name is unusual, they can be requested to spell it out. This completes the identification of caller procedure. Next step is to assess whether you are able to help the caller yourself or you need to pass it on to the best person who can help them in place of the person they wish to speak to is not available. If no one is able to help them, it is best to take a short message and other relevant details and pass it on to your colleague. It is sometimes possible, that the caller doesn’t want to disclose the purpose of their call or seems reluctant in replying to the basic questions. In this case, it should be understood that the caller might have a confidential reason to call and their name and phone number should be passed on to the respective person. All the above procedures show and create a positive image of you and your organisation when your telephone manner is polite and courteous, even to the cold callers who often need to be politely declined or are only given set answers to all questions etc with a positive tone, you have used a simple language and not slangs or technically strong language which might not be necessary, you have taken correct message and be careful when taking phone numbers or email addresses by repeating them to make sure you have the correct information. Similarly making calls also require certain procedures and planning as without it, you might end up having incomplete information which leads to incomplete work or mistakes. Before making a call, you need to jot down all the questions in the right order of requirement that have to be asked during the call, leave space for the answers or information that you will be given, clarify if you have not understood anything so that you get the correct information. For making calls as well, you can create a positive image of you and the organisation by following basic telephone courtesies like greeting, polite tone, speaking with clarity and slowly etc. Even when you make a call to provide information, it is very important to make a
3.
Business and Administration ©
Creating Careers Ltd 2011-2014 Page 3 of 19 list of what all the person needs to be told so that nothing is left out. In return, if you are asked any question and you do not know the answer, rather than getting angry or rude, it is very polite to seek help and give the right answer rather creating a bad impression by delaying or giving wrong answer.
4.
Business and Administration ©
Creating Careers Ltd 2011-2014 Page 4 of 19 Section 2: Handling mail This section will help you to evidence Learning Outcome 2: Understand how to handle mail. Learning objective Place in Assessment 2.1 Explain the purpose of correctly receiving, checking and sorting incoming and outgoing mail or packages Question 1 Page 3 2.2 Identify different internal and external mail services available to organisations Question 2 Page 3 2.3 Describe the methods of calculating postage charges for mail or packages Question 3 Page 4 1. Explain the purpose of correctly receiving, checking and sorting mail and packages (both incoming and outgoing). [2.1] Flow of mail in any business is important for its success. It can be used for many reasons and purposes. This includes transfer of materials, equipment and invoices from suppliers, transferring information or services, important correspondence, samples, orders for goods and services, invoices or payment cheques from clients and suppliers, important legal documents or requests for products and services etc. Poor mail handling can harm the business in many ways like business loss if information required is not sent on time, loss of business and income if order for products and services are delayed in being delivered, loss of opportunities and penalties if legal documents are not sent by deadlines, annoyance of suppliers if they have to chase invoices and more. Sorting of mail needs accuracy and diligence and one or more members of staff are employed for receiving, checking and sorting of letters and packages, depending on the size of the business. Incoming mail is required to be opened (unless marked confidential), contents removed, date stamped, attach enclosures if any and then put them in their relevant pigeon holes or trays belonging to different departments. Inter departmental mail also requires equal importance. It has to be sorted as per their addressee and subject matter. Internal mail is generally collected by different department staff or has to be put in their tray. Outgoing mail is also treated in the similar way which is sort them according to in what time frame they need to be sent, which postal service should be used and then franked or sent accordingly. 2. Complete the table below with the following information: At least two examples of internal mail services that are available to organisations At least two examples of external mail services that are available to organisations [2.2.] Internal mail services External mail services Internal mail service: This service is used to handle mail between Royal Mail: It contributes to majority of mail and parcel delivery. Everyone from
5.
Business and Administration ©
Creating Careers Ltd 2011-2014 Page 5 of 19 departments and branch companies. they use designated branch pouches to segregate mail. Confidential mail is sent in sealed envelopes or secured containers as per its sensitivity. The internal courier can also be assigned to get the signatures for any mail that needs to be hand delivered. a smaller firm to a large organisation use their services. Many companies have a royal mail franking machines within the building so it can be duly stamped according to the time it needs delivering in and then just posted in a post box or given to the post office. Intranet: Most of the companies use their internal email system for communication which is called Intranet. It is a facility used to send confidential and general mail, meeting invites, calendar appointments etc. MyHermes Parcels: It is a parcel or courier service which is used for sending packages delivering locally, insured and signed for and international at reasonable rates. 3. Describe two methods that you can use to calculate postage charges for mail and / or packages. [2.3] There are many ways we can use to send letters and packages today. The cost of sending letters and parcels depends on various factors. They are: - Time and date when they need to be delivered. - Are they going local or international. - Contents of the letter (confidential, needs to be hand delivered or treated as general post). - Contents of the parcel (fragile or non-fragile, perishable or non-perishable, spoilable etc). - Size, weight and shape of the letter or parcel. - Does it need to be tracked or signed for. - Does the package need insurance in case of expensive items. After considering these points, the type of service is used. Royal mail has classified their postage and parcel services into first class, second class, next day, 48 hours, signed for and tracked, international tracked and signed for etc. Because royal mail prices seem to be higher, there are postage comparison sites which are available for use by people. It helps you choose options from the above list and give you the list of various postage options available. They are Parcelcompare, iParcel, Parcelmonkey, Myhermes etc. The best available option one chooses can be booked and paid for. The charges for these companies depend on the service they provide which is collection from home that facilitates people who are not mobile so they get their parcels collected. They also provide insurance of the goods sent so that one is rest assured to get their money back if their parcel is lost in transit.
6.
Business and Administration ©
Creating Careers Ltd 2011-2014 Page 6 of 19 Section 3: Using different types of office equipment This section will help you to evidence Learning Outcome 3: Understand how to use different types of office equipment. Learning objective Place in Assessment 3.1 Identify different types of equipment and their uses Question 1 Page 5 3.2 Explain the purposes of following manufacturer’s instructions when using equipment Question 2 Page 5 3.3 Explain the purpose of keeping equipment clean, hygienic and ready for the next user Question 3 Page 5 1. Describe the main types of equipment found in offices and how they are used. Include examples of at least three different types of office equipment. [3.1] Most administrative tasks are done with the help of equipment. They are used to make work faster, easier and cost effective. The purchase of equipment depends on the size of the business and the volume of work done. The main types include: - Computers: Most of the office work is done on computers and it is a necessity in every business whether small or large. It makes most of the tasks whether it is data entry, writing reports, letters or documents, making posters, emails and other correspondence much simpler and saves a lot of time. For e.g. Desktops: They are used in every office, school, factory and many more. They are used for interactive learning and research work by teachers and students in school, data entry, recording information etc in an office and for operating machinery in factories. - Printers: Printers are used by almost everyone who work in an office environment. They are used mainly for correspondence like letters, documents, record keeping etc. The size and type of printers depend on its demand and usage. For e.g. Inkjet Printer is used for small offices or even homes because they don’t have much printing requirements and is compact and cheap LaserJet printer is used by large organisations who do a lot of printing, scanning faxing etc - Photocopiers: These are mainly used for making multiple copies of one document which can be in the form of letter, documents, certificates, reports etc. They can produce large number of copies within seconds and are cost effective. They also have a facility of doing back to back copies to save paper, making booklets, hole punch and staple, enlarge and reduce size and they can be connected to many computers at one time and can be used for functions like printing, scanning faxing and emailing too. - Scanner: Scanner is used to make copies of pre-made documents which are not available as a soft copy. They can be signed letters, pages of a book or magazine or any other document provided by anyone who doesn’t not want to or is able to give originals. They can be made into soft copies after scanning and can be reprinted.
7.
Business and Administration ©
Creating Careers Ltd 2011-2014 Page 7 of 19 - Fax Machine: Fax machines are not much popular these days as most of the documents can be sent electronically with the help of scanners, copiers or computers, but due to any reason if the facility is not available, these can be used. It works on a telephone line and to be able to send a fax, the receiver should also have a fax machine. 2. Explain the purpose of following manufacturer’s instructions when using equipment. [3.2] Manufacturer’s instructions provide us with technical information and specific details about equipment that which is not found anywhere else and can help reduce the risk of hazards. They ensure that the equipment is used appropriately or only when necessary, according to the instructions provided which means that there is less likely to be any problem with it in the future. Manufacturer’s instructions are there to protect the health and safety of all workers and make sure that the equipment is used safely. If these instructions are not followed, it can be a safety risk for the employee and the organisation. For e.g. When using a shredding machine, it’s important that the machine is turned off when emptying the bin and clearing the shredding section or while using the shredder, not to feed too much paper at a time as this may cause it to get stuck and stop working or keeping fingers away from the teeth when feeding the paper into the shredder etc. In order to assure that any work equipment does not deteriorate to the extent that it may put people at risk, it needs to be maintained in an efficient state by efficient usage of equipment means being used according to the way it should be or the purpose for which the equipment is designed and according to the manufacturer’s instructions. If the equipment remains within the manufacturer’s warranty and guarantee, it would save the costs of servicing, replacement of any parts or the equipment itself if it gets worn out or is damaged due to any other reason than negligence. Following the above helps in reducing the wastage of material and manpower, keeps accidents and safety hazards away and also provides the best results to the consumers which is beneficial to the organisation economically. 3. Explain the purpose of keeping equipment clean, hygienic and ready for the next user. [3.3] Keeping anything clean prolongs its life. This is a well-known fact and applies to not only machines but people too. People are mobile and have brains so they know how much cleanliness and hygiene is important and it is their responsibility to keep the equipment they use in a hygienic and clean which means free from dirt, dust, bacteria and germs which would prolong its life as well as make it safe for every user. The machines work with electricity so it is important to keep fluids or liquids away from it because any spillage can lead to a short circuit which is a safety hazard. Similarly, any food item or using an equipment with dirty hands can make the equipment unsafe for any other user and could cause infection if they are unaware, so it is important to clean the equipment with anti-bacterial sprays or use hand sanitizer before touching any equipment so no germs are spread.
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Creating Careers Ltd 2011-2014 Page 8 of 19 The main benefit of keeping the equipment clean and dirt free helps in keeping it in better condition which saves the cost of servicing or maintenance to the organisation. Section 4: Minimising waste at work This section will help you to evidence Learning Outcome 4: Understand how to keep waste to a minimum in a business environment. Learning objective Place in Assessment 4.1 Explain why waste should be kept to a minimum in a business environment Question 1 Page 6 4.2 Identify the main causes of waste that may occur in a business environment Question 2 Page 6 4.3 Identify ways of keeping waste to a minimum in a business environment Question 3 Page 6 1. Explain why waste should be kept to a minimum in a business environment. [4.1] Keeping waste to a minimum works the same in a business environment as anywhere else. It contributes to the environment positively whether it is solid waste, water waste or carbon emissions. In a business environment, the waste that needs to be kept to minimum is materials, time, manpower and resources. The resources are consumed by inefficient processes or unimportant activities. This links to the waste of time because the processes have to be redone. It results to waste of manpower as the important work or activities are ignored due to unimportant ones. The materials produced by the above process are left over as a waste stock as they do not meet the requirements of a consumer and are discarded which then results in losses to the business and also harms the environment as all waste ends up in a landfill. All the above result in employees becoming negligent about using the available resources seeing the already existing wasteful culture of the business. This also reduces their efficiency and attitude towards work. For example: A dress making company produces 10K skirts as part of an assignment but uses a pattern which does not suit the end product. All these skirts are rejected by the customer and have to be sold on dirt cheap prices to get rid of them. This whole process results in wastage of material, time to make the item, manpower as they will have to do the work again and loss of customers in future due to ill fame of the business. 2. Identify at least two main causes of waste in a business environment. [4.2] Waste in the terms of business environment means waste of time, resources and energy. All of them contribute towards making a business bare loss and make it less viable. Some of the causes of waste are: Material and Equipment - Waste of paper: An average employee prints about 10000 pages annually which adds up to about 3.7 million tons of paper purchased. These days most
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Creating Careers Ltd 2011-2014 Page 9 of 19 of the documents are sent, received and mailed electronically which does not require to be printed and kept as a record unless something needs to have hard copies as backup. The best ways to avoid waste of paper is to save documents electronically, print double sided, use tablets or reusable note books so that too much paper is not used. - Bulk of departmental purchases: This is the most common example of waste. In a business, different departments order their own materials according to usage which costs more as it is bought in smaller quantities. To save this wastage, a common list of items needs to be prepared which has all the items and can be ordered in one go and then distributed according to their requirement. People - Human Error: To err is human but making a lot of errors can cause harm and loss to the business. These mistakes waste time and effort of the one doing the work and those who are getting affected by the errors. Such people can become a liability and therefore replaced. - Lack of Training: Some organisations replace staff and put them to do the task they are employed for and learn while they do the work. This causes another reason for waste as the work done is not of a standard quality and hence rejected or has to be redone which consumes manpower, time and materials. 3. How can you keep waste to a minimum in a business environment? Describe at least two ways of doing this. [4.3] Keeping waste to a minimum helps the business in many ways. It makes the employees more efficient, helps workers to finish on time and keeps the workplace environment friendly. There are many ways to keep waste to a minimum. Some of the ways are: Recycling and reusing: A business should invest in recycling bins to be kept in every corner or near desks so that the staff can use these bins more easily rather than putting paper in a waste bin. Using ceramic cups instead of plastic as they are difficult to recycle. Reuse cardboard boxes and files so that a business can save money to buy new ones. Keep printing to a minimum and shred the confidential waste and recycle them. Avoid bringing plastic bottles for drinking water but use glass or steel bottles. Making staff more aware: Another way to minimise waste is to periodically ask everyone to purge their desks of excess pens, stickers, sticky notes and other supplies and order a reasonable amount of supplies so there is no oversupply. Make rules that staff should not take supplies home with them, or use printers/copiers for excessively. A designated staff should organise supplies and remove those that are out of date. Requesting for supplies from a specific person by a deadline so one order can be placed. Turning off equipment and lights when leaving the room or the desk for long period of time will also help reduce waste.
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Creating Careers Ltd 2011-2014 Page 10 of 19 Section 5: Making arrangements for meetings This section will help you to evidence Learning Outcome 5: Know how to make arrangements for meetings. Learning objective Place in Assessment 5.1 Identify different types of meetings and their main features Question 1 Page 7 5.2 Identify the sources and types of information needed to arrange a meeting Question 2 Page 7 5.3 Describe how to arrange meetings Question 2 Page 7 1. Complete the table below listing at least two different types of meetings and describing the main features of each type of meeting. [5.1] Type of meeting Main features Problem solving and Brainstorming Meeting - Putting forward an agenda on what needs to be discussed or solved. - Collaborate with right people to attend and bring them together at one place. - Give various tasks which relates to the problem and encourage staff to brainstorm through them. - When results are in, discuss all possible options and choose the best option which solves the purpose of having the meeting. Information Broadcast Meeting - For this meeting, company intranet is the best option to choose. - Information is broadcasted to all the employees. - Employees are encouraged to comment on the same. - Questions are asked on their comments and reasons are requested. - This meeting is a form of team building exercise which can be done regularly.
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Creating Careers Ltd 2011-2014 Page 11 of 19 2. When arranging a meeting: What sources and types of information are typically needed? [5.2] How should meetings be arranged? [5.3] Arranging a meeting needs precision and accuracy in terms of purpose, agenda and attendees. It is very important to set an objective of a meeting, which should be clear and brief. It could be to communicate important information, making decisions, resolve problem or assign tasks and actions. This would then determine the participants or attendees of the meeting. Selecting a meeting date and time based on availability of the meeting leader is equally important information that is required for it to happen. Each attendee should be sent a decided date and time when the meeting will take place and a confirmation is awaited. Upon the receipt of the confirmation, the number of attendees is finalised, and a venue is decided where that number of attendees can fit comfortably. Materials like projector, screen, white board, eraser and pen is also an important part of the arrangement of the meeting as they may or may not be needed but should be available if required. Finally, as per the role of the attendees of the meeting, an agenda is set which identifies who will present the information and how it will be shared. It could be in the form of a PowerPoint presentation which helps in sharing information, assigning future actions and describes how the goals of the meeting will be met.
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Creating Careers Ltd 2011-2014 Page 12 of 19 Section 6: Organising travel and accommodation This section will help you to evidence Learning Outcome 6: Understand procedures for organising travel and accommodation arrangements. Learning objective Place in Assessment 6.1 Explain the purpose of confirming instructions and requirements for business travel and accommodation Question 1 Page 8 6.2 Outline the main types of business travel or accommodation arrangements that may need to be made and the procedures to follow Question 2 Page 8 6.3 Explain the purpose of keeping records of business travel or accommodation arrangements Question 3 Page 9 1. Explain the purpose of confirming instructions and requirements for business travel and accommodation. [6.1] Someone or the other within an organisation travel for business purposes and the admin staff is expected to make relevant travel arrangements. Before that, it is important to tick some boxes which leaves no room for mistakes. First of all, it is very important that the arrangements are made following the rules and regulations on how the budgets are set and if they have to use particular suppliers who give them set discounts and offers. Before travel, it is important to collect all information of requirements from the traveller like the place, dates, times and purpose so that any additional arrangements can be made if required. The options available to the traveller should also be discussed before buying tickets. Before the arrangements can be made, it is important to reiterate the information back to the traveller so that there is scope for changes or amendments. Assumptions about what could have been said can be disastrous if it turns out to be wrong and result in a loss of money and business and time and purpose of traveller. 2. Complete the table below with an outline of the main types of business travel and accommodation arrangements that may need to be made and the procedures that should be followed when doing this. [6.2] Travel and accommodation arrangements Procedures By road, in a self-driven or chauffeur driven car, for 3 days, staying in a B&B What type of taxi is needed? Mileage and fuel refill costs if own car used? Is anyone else travelling? 3 days means 3 days and 2 nights or 3 nights and back on 4th day? Expenses needed By train, travel dates and times, accommodation for 2 nights, taxi arrangement. Which train class to book? Person wants to come back by train or road? Hotel should be near station or venue?
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Creating Careers Ltd 2011-2014 Page 13 of 19 Whether a taxi is required to be booked or ask hotel to do it? By flight, travel dates and times, accommodation for 4 days, taxi pickup and drop Which class needs to be booked depending on what position the traveller holds in the company? What hotel to book? Again, depends on the position of the traveller and purpose of the travel Expenses to be given before travel? Travel insurance if needed? 3. Explain the purpose of keeping records of travel / accommodation arrangements in a business environment. [6.3] It is very important for admin staff to be meticulous and organised. Keeping appropriate travel records show the efficiency of staff and also the organisation they work for. Where staff is travelling on regular basis, it is important to negotiate relevant deals and discounts with travel agencies, airlines, taxi companies, hotels etc., so that they are able to search and sort travel arrangement on urgent basis and at reasonable cost. Maintaining a regular record of staff using the above, which can be in the form of invoices, travel tickets, copy of passports etc facilitates the requirements and effort to find different services used before and saves the hassle of delaying arrangements as and when required. Record keeping is also helpful with keeping track of cash flows and company profits because the money used for business travel is kept separate as a budget. This money can be used for boarding and lodging, transport, staff expenses and also entertainment of clients for some companies who use travel as a medium to bring new clients for the business. Not only this, having copies of the travel arrangements also makes it easier to make amendments to the trip if required due to delays, change of plans, medical reasons etc.
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Creating Careers Ltd 2011-2014 Page 14 of 19 Section 7: Diary management procedures This section will help you to evidence Learning Outcome 7: Understand diary management procedures. Learning objective Place in Assessment 7.1 Explain the purpose of using a diary system to plan activities Question 1 Page 10 7.2 Identify the information needed to maintain a diary system Question 2 Page 10 1. Briefly explain the purpose of using a diary system to plan activities at work. Give at least two reasons. [7.1] Time, in a work environment is very important and it can be utilised in a very efficient way by maintaining a diary system. It is one of the major resources within the office. It is an employee’s weekly planner so they know where they should be at a particular time of the day or day of the week. A diary can be manual or electronic. A manual diary is a most common type of diary systems used in the office, a sort of book where all the appointments are recorded. There are four types of manual diaries: One day-a-page, which is suitable for people who have multiple tasks in a day at different times. Two day-a-page, which is similar to above but for people with no so many appointments. One week-to-view, which is for people who have one task a day and can see what all they will do in the week and Two weeks-to-view which is for people who are occasional travellers or have most work within the premises. This is easy to carry, no scope of battery run out or not work, reliable and prompt. An electronic diary system can be maintained on a computer, laptop, ipad or an electronic organiser. This is suitable for people who are mostly on the go or at a senior position and have multiple tasks to do at one time. The advantage of having an electronic system is that it sends you reminders, saves paper, is password protected, is more compatible to database and allows last minute add-ons and messages are conveyed without people along as it can be used for anywhere. 2. Identify the information needed to maintain a diary system in the workplace. [7.2] Information such as time, duration, date, venue, attendees, chair, visitors are required to make diary entries. To have a successful meeting or event, accurate and complete information is needed. Knowing what time meeting will start helps in sending reminders to attendees so they don’t miss out on the meeting, date does the same as above, knowing the venue facilitates the route and mode of transport planning, knowing how many people are attending helps in arrangement of a big enough venue and refreshments if it is a lunch or tea meeting, knowing the important people make other attendees aware of what decorum needs to be maintained. Apart from that, having all the information also allows room of minor changes and making everyone aware of them so that anything important is not missed out or if the venue, number of people or agenda of the meeting is changing, having all information allows to communicate the same to all the attendees so they can prepare accordingly.
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Creating Careers Ltd 2011-2014 Page 15 of 19 Therefore, a diary systemis an important tool for any business or workplace which makes work life easy, organised and simple and prove to be beneficial for the reputation of that company. Section 8: Delivering effective customer service This section will help you to evidence Learning Outcome 8: Understand the purpose of delivering effective customer service and how to do so. Learning objective Place in Assessment 8.1 Contrast the differences between internal and external customers in a business environment Question 1 Page 11 8.2 Explain why customer service should meet or exceed customer expectations Question 2 Page 11 8.3 Identify the purpose and ways of building positive relationships with customers Question 3 Page 12 8.4 Identify how customers demonstrate their own needs and expectations Question 4 Page 12 1. What are the differences between internal and external customers in a business environment? [8.1] Customers are important for any business. For an excellent customer service, it is important to know their needs so that the workflows are clarified. Customers are known to be internal and external. Internal customers are all the colleagues who need assistance to do the jobs to meet the business objectives. They have direct relationship with the company or are associated with it. They know more about the company than anyone else, knows pros and cons of the product made in the company. They can also be beneficiary in the profit or sale of the product made and bearer of the loss if sale does not take place. As an internal customer, they are responsible to deliver their best service to other internal customers. For e.g. Service provided by employee to the manager, a manager to a director and director to the owner. External customers, on the other hand, are people who pay for the goods and services provided by a company. They are not directly related to the company and could be the end user of the product produced by that company. They could be purchasing it, distributing it or selling it. A business is designed to provide service to them. They are, in other words called the clients or accounts for a company who purchase the goods or avail services of the company and in return, pay for the same which is the source of income and profit for the company.an interest of the company always lies in choice of the external customer as they are the ones who can generate revenues by repeat purchasing, build goodwill by referrals and reviews and bring new external customers by word of mouth. 2. Explain why customer service should meet or exceed customer expectations. Include at least three reasons in your answer. [8.2]
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Creating Careers Ltd 2011-2014 Page 16 of 19 As a business, it is an absolute necessity to be able to keep the customers happy as they are the source of revenue generation and building up reputation of an organisation. If customers receive excellent customer service, they would return, resulting in fulfilling a business’s future needs. This loyalty results in securing future employment and retaining a business for long. Investing in a good customer service also has other reasons: Differentiating from competition: A business which provides an exceptional customer service separates it from its competitors and leave them behind, even if the cost of products and service might be same or even more than others. Standing out from the crowd always grabs attention, therefore it attracts many more customers. Being cheerful with every customer, not losing your calm and taking their complaints as a way to improve yourself makes a company worthy of being doing business with or buying products and services from. Creates loyal customer base: Knowing that there are customers who would never go anywhere else gives a feeling of security to any business. Customers, also do not want to go to different places to try new product or service every time if they are made to feel special. Exceeding customer service levels on regular basis satisfies their needs and gives them more reasons to come back, because as you know them, it becomes much easier to fulfil their needs without them telling you much, therefore retaining their loyalty towards a business. Word of mouth: Loyal customers become the best source of bringing more business to a company, even if they are their family or friends. It is a basic nature if people to trust personal recommendations as they cannot deny their choice and also when they know it would make their life easier by not wandering to find a good product or service elsewhere. Even a problem related to those recommended customers can turn into an exceptional experience for the business as they are able to find more ways to improve their customer service in lieu of the problem. 3. Explain the importance of building positive relationships with customers. Outline two ways in which this can be achieved. [8.3] Positive customer relationships are soul of any business. Like personal relationships, they too need nurturing, understanding and cultivating so they reap into loyal clients, positive reputation and more revenue for a business. Building customer relationship is not only about making sales but about the service and aftercare that makes customer develop a feeling about a business. Acquisition of a customer is easier but retention of a customer is a difficult task as this is where one has to demonstrate professionalismas well as care towards them. There are many ways to achieve a good customer relationship. Some of them are: Communication: As a key to any good relationship, communication is an essential way to build customer relationship. Rather than telling customer about the business, it is important to communicate with them so that their needs are known and then selling the solution to fulfil their needs. As managers, it is important to demonstrate good customer service skills to the employees so that they are able to adapt them and use them as per their own relevant set of skills. Showing appreciation: Appreciation in any form provides a boost to any relationship and makes it stronger and lasting. Rewarding loyal customers with a discount
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Creating Careers Ltd 2011-2014 Page 17 of 19 program, coupons, vouchers or offering a free service are some of the ways the customers can be made to feel special. Rewarding them with a brand merchandise not only keeps them but also encourages a positive word of mouth. This helps in creating a bond that doesn’t allow them to go anywhere else. 4. How do customers demonstrate their own needs and expectations? [8.4] A customer’s relationship with the business is need and expectation based. If they are giving their loyalty to the business, they are expecting a good service in return which fulfils their needs. Similarly, expectations are the anticipated circumstances of a purchase. It includes their journey to make a purchase, all interactions with the people, the effects and experience of the purchase and the practical benefits to satisfy their emotions attached with the purchase. All these factors are mandatory for a customer’s feedback. Therefore, all businesses have a policy of customer feedback through various ways. They could be emails, forms, phone calls, customer interviews, online reviews etc. These feedback channels are completed by the customer either in spoken or written language. The reliability of these feedbacks is based on the key factors of a product or service which is analysed by the business itself while they are in process of production. To evaluate the feedback, is prone to subjective bias. To draw a reliable conclusion, the input needs to be collected and categorised. For e.g. Amazon allows their customers to rate their product from stars 1 to 5 according to their liking and encourage them to give their review a title and write one or two lines about their experience of the purchase they made, from the ease to find the right thing, product information, pictures or description, communication with the seller or the company if needed to get more information, delivery and packaging and ultimately their experience of using the product. Without a feedback, the chances of making improvement to a product or service becomes difficult which makes the product lose its sales and hence the closure of the business.
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Creating Careers Ltd 2011-2014 Page 18 of 19 Section 9: Reception services and procedures This section will help you to evidence Learning Outcome 9: Understand the purpose of reception services and how to follow reception procedures. Learning objective Place in Assessment 9.1 Describe the purpose of the receptionist role as the first point of contact between the public / client and an organisation Question 1 Page 13 9.2 Explain how to present a positive image of self and the organisation and the purpose of doing so Question 2 Page 13 9.3 Explain how to carry out entry, departure, security and confidentiality procedures in a reception area Question 3 Page 13 1. What is the purpose of the receptionist role as the first point of contact in a business environment? [9.1] As we know, first impression is the last impression. For a business, a receptionist is that first impression in a form of person, who a customer would see or interact with when contacting a business. It also means that a receptionist is a face and voice of any business. A face, which is smiling and welcoming and a voice which allows the visitor to approach comfortably and confidence that they would get the answers they are looking for. For any business, the experience with a receptionist is a key point on which a customer’s initial judgements are made. It is like a driving force for them that their first or sometimes only point of contact is influential, in their appearance, manners, knowledge and helpfulness because this would reflect on the overall reputation of the company or business. 2. Describe how a receptionist can present a positive image of themselves and the organisation and explain why this is important. [9.2] A receptionist presents a positive image of themselves and the organisation mainly with a high level of customers service and good behaviour. The first thing a customer would see when they enter through the door is a smiling face, who is greeting them. Being presentable is an added-on factor of an individual’s personality and contributes towards a company’s reputation. A well organised reception area with no clutter, magazines for customers to look at while they are waiting, a bell or a message on the counter in case they are away from the desk and always ready with a pen and note book to take any message or being able to lend the customer one if they require. The receptionist has to be helpful, polite and a careful listener. This enables a customer to convey their message once without having to repeat and lessening the chance of miscommunication. They should be able to think fast and solve problems with their well informed and knowledgeable character so they are able to give the clients a feeling of being in good hands. If they are not able to find anyone who the customer wishes to meet, they have relevant ways to convey to the customer so they don’t feel bad or walk away. They have to treat everyone equally and with respect as all of this will make and create a positive image for themselves and for the organisation.
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Creating Careers Ltd 2011-2014 Page 19 of 19 When receptionists are presenting positivity then the organisation is presented positively through them. How they are looking at work and the how they are treating people and dealing with them builds their opinion and results in a positive feedback about the business. This way a business can have loyal customers, who would recommend the name to their acquaintances who can become potential customers. 3. In relation to your own organisation (or one that you are familiar with), explain what must be done when carrying out entry, departure, security and confidentiality procedures in a reception area. [9.3] I am very happy that I work in a secured and safe office environment. Our security systems are very efficient and reliable. Before anyone can enter we have a camera enabled intercom outside the building facing the door which has a buzzer. We are able to see who has come to the door and before we let them in, we greet and ask them the reason for their arrival. If they are expected or come to meet someone in the organisation, we let them in. After the entry, our receptionist would make them sign into the online register with their name, phone number, photo and car reg. on doing that, a visitor’s badge is printed and we hand it over to the visitor with a lanyard so everyone knows they are a visitor. As far as confidentiality is concerned, we have a clean desk policy where we have to always lock the screens before getting up from the desk, make sure there are no papers or documents which have confidential information on is kept in anyone’s sight. When a visitor departs, they have to sign out and return the lanyard so that we can then shred it later. Once you have completed all 9 Sections of this Assessment, go to www.vision2learn.com and send your work to your tutor for marking.