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HEART 
Call Center 
Framework 
Nov 8,2000
Table of Contents 
Vision Statement 
Goals  Expectations of 
the Call Center 
Introduction of the Call 
Center I) Info Sessions 
II) Training 
Agents and Coaches 
III) What do we 
offer 
IV) Orientation 
V) Shift Work 
Training Agents 
Training Coaches 
Marketing 
Evaluation 
Adults Learn Best 
When...
Vision Statement 
Provide resources to enable 
participants to acquire basic 
work and soft skills, gain 
experience in networking 
their skills to employers and 
make contacts for present 
and future employment.
Goals  Expectations 
 1) Core Meetings once 
a week - Continuity 
 2) Create a Training 
Program 
 3) Info. Sessions for 
Agents(Weekly) 
Regular time frame - 
Sign up sheets to 
determine approx. class 
size 
 Pre-registration Line 
ERC 
 4) Call Center is open 2 
days a week (Full or half 
days) Clarify Shift 
times/Routines 
 5) Enhance Job Search 
Expand job search process 
 6) Call Center Manual to 
follow for Core Staff 
 7) Call Center Manual for 
Agents 
 8) Time Line to start Call 
Center - November 16/00
Training: Agents 
 A) script - Foolproof 
 Time - shifts (90min) 
 Develop skills 
 Facilitators - coaches  
mentor 
 Active job search 
 Expectations of the 
Agents - Discuss at 
training sessions 
 Interactive and 
Networking 
 Accessible 
 Resourceful ERC 
 Daily routine 
 Lay out 
 Briefings 
 Educate the Meaning of 
“Soft Skill” (exercise) 
 Agent(s) getting involved 
5%-10% of people 
coming to research  
conceptualize Call Center
Training: Coaches 
 File system 
 Data base 
 Coach “manual” 
 Locked cabinets 
 Trust and patience 
 Language issues 
 Developing procedures 
 Evaluating standards 
 Identify call lists - no 
repeat calls 
 Problem resolution 
 Troubleshooting 
 Confidentiality 
 Commitment 
 Mock scripts, info. 
Session, briefings 
 Design, implementation 
and delivery 
 Info. Sessions Highlight 
training sketch
“Fears” 
 Unknown 
 Rejection 
 Customer service abilities 
 Acceptance 
 Lack of confidence 
 New career 
 Risk 
 Skills: organizational, 
communication, self-confidence, 
technology 
 Change 
 Training 
 Experience 
 Trust
Marketing 
 Open house - Who is 
Attending? Meet  Greet 
 Reinforcing job search 
 Flyers to employers 
(follow up) Phase 
 Outline of “Who We Are” 
Vision Statement 
 Friendly, Flexible and 
Approachable 
District Offices 
 Employment Teams - 
related to workplace 
 Placement Workers - 
Community 
 Frontline Staff 
 Community Centers 
T 
AR 
GETS
Evaluation 
 Info. Sessions/Training 
 Obtain outside source - 
Chris/ Durlop Evaluation 
Tool 
 Core Staff
What Do We Offer? 
A) Our Skills 
 Communication 
 Networking Skills 
 Presentation Skills 
 Marketing Skills 
 Info Sessions 
 Training Development of 
professional attitude 
B) Boundaries 
 recognize our strengths 
and limits working within 
the “ERC” Framework 
 Resume writing and 
Training workshops 
already in place
Information Sessions 
1) Agents 
 Address Expectations 
 Evaluation 
 commitment - time frame 
 Goals 
 Pre-registration 
2) Coaches 
 One on one attention with 
agents 
 Resume or in process 
(referral to workshop) 
 Agenda and Goals
Adults Learn Best When... 
 They are Pro-Active 
 Learning meets current 
needs 
 There is low stress 
 There is a variety of 
learning modes  
effective tools 
 Learning styles are 
considered 
 Time is given to integrate 
information 
 Past experiences are 
respected 
 Learning focuses on skills 
and strategies 
 Goals are achievable 
when they are realistic 
 Modeling

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call Center Framework

  • 1. HEART Call Center Framework Nov 8,2000
  • 2. Table of Contents Vision Statement Goals Expectations of the Call Center Introduction of the Call Center I) Info Sessions II) Training Agents and Coaches III) What do we offer IV) Orientation V) Shift Work Training Agents Training Coaches Marketing Evaluation Adults Learn Best When...
  • 3. Vision Statement Provide resources to enable participants to acquire basic work and soft skills, gain experience in networking their skills to employers and make contacts for present and future employment.
  • 4. Goals Expectations 1) Core Meetings once a week - Continuity 2) Create a Training Program 3) Info. Sessions for Agents(Weekly) Regular time frame - Sign up sheets to determine approx. class size Pre-registration Line ERC 4) Call Center is open 2 days a week (Full or half days) Clarify Shift times/Routines 5) Enhance Job Search Expand job search process 6) Call Center Manual to follow for Core Staff 7) Call Center Manual for Agents 8) Time Line to start Call Center - November 16/00
  • 5. Training: Agents A) script - Foolproof Time - shifts (90min) Develop skills Facilitators - coaches mentor Active job search Expectations of the Agents - Discuss at training sessions Interactive and Networking Accessible Resourceful ERC Daily routine Lay out Briefings Educate the Meaning of “Soft Skill” (exercise) Agent(s) getting involved 5%-10% of people coming to research conceptualize Call Center
  • 6. Training: Coaches File system Data base Coach “manual” Locked cabinets Trust and patience Language issues Developing procedures Evaluating standards Identify call lists - no repeat calls Problem resolution Troubleshooting Confidentiality Commitment Mock scripts, info. Session, briefings Design, implementation and delivery Info. Sessions Highlight training sketch
  • 7. “Fears” Unknown Rejection Customer service abilities Acceptance Lack of confidence New career Risk Skills: organizational, communication, self-confidence, technology Change Training Experience Trust
  • 8. Marketing Open house - Who is Attending? Meet Greet Reinforcing job search Flyers to employers (follow up) Phase Outline of “Who We Are” Vision Statement Friendly, Flexible and Approachable District Offices Employment Teams - related to workplace Placement Workers - Community Frontline Staff Community Centers T AR GETS
  • 9. Evaluation Info. Sessions/Training Obtain outside source - Chris/ Durlop Evaluation Tool Core Staff
  • 10. What Do We Offer? A) Our Skills Communication Networking Skills Presentation Skills Marketing Skills Info Sessions Training Development of professional attitude B) Boundaries recognize our strengths and limits working within the “ERC” Framework Resume writing and Training workshops already in place
  • 11. Information Sessions 1) Agents Address Expectations Evaluation commitment - time frame Goals Pre-registration 2) Coaches One on one attention with agents Resume or in process (referral to workshop) Agenda and Goals
  • 12. Adults Learn Best When... They are Pro-Active Learning meets current needs There is low stress There is a variety of learning modes effective tools Learning styles are considered Time is given to integrate information Past experiences are respected Learning focuses on skills and strategies Goals are achievable when they are realistic Modeling