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LO1 Monitor Implantations of Work Plan
LO1 Monitor Implantations of Work Plan
LO1 Monitor Implantations of Work Plan
Elements:
Lo-1: Monitor and improve workplace operations
LO-2: Plan and organize workflow
LO-3: Maintain workplace records
LO-4: Solve problems and make decisions
pg. 1
Unit descriptor
This unit deals with the skills and knowledge required to manage workplace
operations in a range of settings within the ICT workplace context.
pg. 2
LO-1: Monitor and improve workplace operations
Introduction
Organizations are places where groups of people work together to achieve a common
goal, or goals.
The organizations in which we work today are very different places from the traditional
organizations of ten or twenty years ago. There have been tremendous upheavals
affecting peoples' working lives, and there is no reason to expect that workplaces and
jobs won't go on changing at the same or an even faster rate.
These changes can be both exciting and unsettling for people. Probably those most
likely to adapt to change are those who are multi-skilled and who are open to learning
new skills and doing things differently.
pg. 3
• Planning - setting goals and targets, overseeing the development of plans,
systems, and processes for achieving goals, working out how best to get there
within a budget
• Organizing - coordinating the resources, staff,
plant, and facilities to achieve goals
• Leading - providing the direction, support,
encouragement, feedback, and training staff need
to do their job well
• Monitoring - supervising staff, and monitoring and adjusting systems and
procedures to make sure goals are achieved as planned.
Middle-level manager
The middle-level manager is more concerned with:
• Operational planning
• Establishing staffing levels within given budgets
• Dealing with unresolved problems
• Setting up systems and procedures
• Supervising sales and contracts
pg. 4
• Encouraging staff and setting up systems to support them. They are likely
to need strong planning and interpersonal skills
Supervisor
The supervisor -- or line m a n a g e r -is more likely to:
• Work directly with s t a f f on a day-to-day basis
• Monitor their workload and workflow
• Handle queries and issues as they arise
• Verify systems are implemented and suggest
changes if they are not working.
They are required to understand the technical details
of how the operation is working, and they also need
to have strong interpersonal skills.
For example, a small family-run bed and breakfast in the country may encourage
staff to wear jeans, work in a team circle, and interact constantly. This is a
pg. 5
deliberate image and way of working that is encouraged by management to allow
for creativity and to attract a particular customer base.
• Laissez-faire
• Team-oriented
• Task-oriented
• Autocratic
• Outgoing
• and many more.
For example, Sara is a shy and quiet person by nature.
She gets on with her job, is good at what she does, and has the respect of her
fellow workers who report to her. She knows that she needs to work on her
people skills as she tends to wait for staff to come to her rather than asking them
questions about how they are going.
Sara should not try to change her personality and become the life of the party, but
it would be good for her to work on her communication skills so that she is better
able to pick up on how people are going and whether or not they have any
problems that affect their work.
What does 'monitor work operations' mean?
Monitoring is a process of determining how well our plans are being implemented.
You cannot monitor something if you don't have a plan or basic structure of how
something should be done, or a defined goal or target.
pg. 6
Work operations refer to the work itself and includes systems and
procedures, staff performance, and levels of service in the workplace.
These operations can include:
• Service delivery -- ensuring staff provide the level of service
established/determined as appropriate for the establishment or department
• Customer satisfaction - generating feedback from customers about how they
perceive the service being provided
• Products supplied and the nature of them -- this can be the physical aspects
and facilities of the rooms, drinks, food and entertainment we supply
• Dealing with paperwork -- some staff may have as their main role the
generation and administration of documentation: this has an immediate impact
on customers and internal calculation of statistics.
In a TQM organization:
• There must be full, top-down management commitment, support, and
understanding of the TQM philosophy
• It is important to get work systems and processes right
• Involvement of the whole workforce is necessary and this is done through
teams
pg. 7
• Customer needs are identified and met
• Problems and issues are promptly identified and adjustments are made
accordingly. If an organization has adopted a TQM philosophy, then its
goals and workplace operations will reflect this approach.
This does not mean all things are monitored at the same level all of the time.
Generally, some sort of automatic review will be built into most work operations,
such as three or six monthly reviews and reports.
Sometimes it will be necessary to concentrate more heavily on one area over
another, such as an area where problems or complaints exist, or when a new
system or procedure has been introduced.
pg. 9
Failure to identify these issues and act appropriately creates an enormous potential
for negative consequences for the organization including lack of repeat business,
damage to the reputation of the venue, and a general decline in sales and profit.
An ongoing approach to monitoring workplace operations is needed to identify and
address these situations.
Scope of authority
pg. 10
When to monitor work operations
Monitoring should be occurring all the time.
You can predict problems ahead of time, monitor as you go, or review after the
event.
All of these are legitimate and effective forms of monitoring and most managers
will use all three from time-to-time, depending on the situation.
Anticipate problems
This involves being able to 'read ahead' and see certain systems or behaviors are
probably going to result in problems or poor results.
For example, by predicting an employee is going to be overloaded on a public holiday
and therefore rostering on another staff member a problem has been averted and a
possible problem may have been converted into a positive outcome.
Correct problems as they happen
This involves being able to identify and solve problems as they occur, and
being able to see the effects of making certain changes.
This is not necessarily an easy thing to do, because of workload and time
constraints.
For example, an accident has happened in the restaurant because a waiter was
carrying glasses in his hand which resulted in many trips between the bar and
tables, greater spillage and also reduced levels of hygiene.
The problem was acted on immediately and a decision was made to ensure
staff always use drink trays when transferring any glassware or beverages.
Correct problems after the event
Sometimes it is just not possible to anticipate a problem or to correct them
as they happen.
The benefit of hindsight allows us to take time to review, reflect, consult and then
make changes.
Also, sometimes problems are cumulative, meaning that many small instances can
lead to a bigger overall problem.
For example, records show there has been at least one complaint per month about
change not being available at the front reception area. After six months a trend of
dissatisfied customers is beginning to show up.
pg. 11
The staff of the center at their monthly meeting decide it would provide better service
if the change was provided.
The manager agrees and arranges to provide the necessary security for this to
happen.
steps in monitoring
Methods of monitoring
The methods chosen for monitoring performance are generally built into the
planning process. It is a good idea when planning to keep in mind the reporting on
the success or otherwise of goals. It is frustrating to set a goal but not be able to
say whether or not it has been achieved.
There are many tools or methods available to monitor t h e progress or outcomes
of work operations.
Some examples are:
• Reports - statistical, financial, written or verbal
• Obtaining customer feedback -- verbal or written, individual or focus
groups, structured or unstructured in format
• Using a pretend customer - getting someone to pretend to be a customer in
your premises and then critically feeding back what it was like, what could
be improved etc.
• Walking about the premises and observing what takes place and how
it could be improved, what could be improved
• Use of checklists to tick off whether or not required service points are being
adhered to by front-line staff when they interact with customers
• Brainstorming sessions where staff are asked to contribute any thoughts or
ideas, they may have about
improving a particular aspect of service, or about introducing a new initiative
• Staff input and review – obtaining “grassroots’' input to potential and actual
problems, and asking those directly concerned about how the situation can
be resolved.
pg. 13
Adjustment of internal procedures and systems to improve efficiency and
effectiveness is an ongoing exercise and involves monitoring of the internal and
external environments, and the integration of findings into future planning as well as
current practices.
Workplace changes
Changes in the internal and external environments impacting on workplace
operations may include:
Management changes
Changes in management may entail a variation in orientation to service, or the
setting of some new directions in relation to several other factors.
What was acceptable under the previous management may not be acceptable to
the new management.
This doesn't mean what was done before was wrong. It just means the new
approach is different. Note too, changes in management often herald changes in
client focus, and the creation of new and different target markets which, by their
nature, will usually demand a change to practices and standards.
Organizational re-structures
The trend is to reduce or eliminate middle-level management and with that comes
new responsibilities for all concerned. As the organization restructures, new roles for
all staff in relation to numerous tasks (such as customer service, and technical skills)
will emerge.
People will have their responsibilities enlarged, or their focus altered.
To state the obvious, the industry is always in a state of change whilst sometimes desiring
to portray the impression of tradition and stability. All this means new work operations may
emerge and established ones cease to exist, or be extensively modified.
Introduction of new equipment
New equipment means training for staff and also requires that staff can explain
the new equipment/facility, be it a product or a service, to customers.
The advent of the new equipment may have been necessitated by competition,
brought about by the downsizing of staff or required by legislation.
This reality means managers must explain the new equipment and accompanying
procedures to staff as well as organize and allow time for sufficient staff training
and practice.
Recruitment practices
pg. 14
There may be a need to become more professional and more targeted in the
recruitment of staff. This may require premises to establish comprehensive job
descriptions and job specifications before advertising for staff, and then selecting
staff based on how well these individuals match the stated job requirements.
The use of job and task analyses may underpin the development of job descriptions
and specifications. Some premises may elect to out• source their recruitment
practices, employing private employment agencies/consultancies, or accessing
the free, national Job Network system.
Economic climate
Monitoring the media and discussion with our finance institution will help identify
the state of the economy. There is no doubt the state of the economy is extremely
influential on trade and we have to be prepared to respond to the emerging
economic climate. At some times we can offer indulgent, extravagant, high-roller
packages, whilst at other times we need to focus on low cost, budget, value-for-
money deals.
As the market trends alter, so too do we as managers need to keep our finger on
the income pulse of the organization and be prepared to trim staff rosters as the
need arises. Reducing labour as trade decreases is all part of delivering
efficiency and effectiveness for the property.
Communication is key at these stages. You must let staff know the reason for
their reduced hours. Don't let them think their work is sub-standard. Tell them,
explain to them, why the action has been taken including hours will be re-instated
as trade improves.
Trends in customer preferences
Whether we lead the pack or follow the opposition, we must respond to
customer preferences. These changes also have implications for work
operations. Nothing really exists in true and total isolation from anything else.
Managers must monitor these shifts in customer trends to identify their impact
throughout the organization, and then take appropriate action to capitalize on
opportunities and to minimize negative impacts, whilst still striving to fulfil the
twin dictates of efficiency and effectiveness in service delivery.
pg. 15
Company growth now comes as much from the employee development as
from expansion with more employees and this applies as much to frontline
service staff as to professional/ managerial staff.
Markets are complex and rapidly changing with new and more complex customer
demands, products and services. Internationalization is increasing and international
competition is intensifying in many markets. To ensure the right quality, companies
must be better at understanding their environment and building-up the competence
and ability to change before, or at the same time, as the outside world changes.
Environmental issues
The demand for quality in the outer environment will place greater demands on how
companies conduct their business, which sources of energy they use, and how they design
their products: more establishments will seek to portray publicly their 'green' and
environmentally friendly image.
Technological development
Technological development has played a key role in the structural changes in the service
sector.
Boundaries between transportation, communication, travel-service and hospitality
industries are disappearing as internet-based services proliferate.
Many customers are looking for seamless service. They seek a one-stop shop for all
their holiday needs. Technology is providing the means for this to be done, and for
customers to access it.
Developing standards and plans
The time spent actively considering your establishment's orientation to adjusting
procedures and systems should result in a set of standards and plans.
These must be in writing so everyone can be sure about them, understand what
they mean, and know what is expected of individual staff members.
The precise nature of the standards and plans will vary between venues, and may
even vary between departments within the same venue.
Likewise, too, the issues covered may vary, but they can be expected to relate to
issues such as:
Response times
The usual example is "we will answer the telephone before it
rings X times". This is good, but we must go further and
address other service/customer contact points such as:
• "We will return a phone call to someone who has contacted
us within X minutes/ hours"
pg. 16
• "We will have all room service food delivered to the
room within X minutes"
• "Every guest in the restaurant will be greeted and presented
with a menu or have a drink order taken within X minutes
of entering the restaurant".
Service guarantees
This involves developing a statement about your service level and what you will do for
the customer if such service is not provided.
Your statements in the 'response times' area can provide a starting point for your service
guarantee statements. Examples include things like "if it's not there in 15 minutes, it's
free", "if we don't check you in within 2 minutes, it's 20% off the bill". What opportunities
present themselves for you to include in your service guarantee?
Pricing guarantees
Deals and packages are part and parcel of our industry, but there has to be a limit to them.
The quickest way to go out of business is to constantly try to complete solely on the basis
of price. You have to be able to offer a price that reflects a fair profit, so the value-adding
may have to come from extra service, or some other 'bonus' or perceived bonus in the
eyes of the customer. This can include a late check-out or free security parking.
However, pricing guarantees may mean that staff must offer the lowest available price to
all customers rather than starting at the top and working down. Or it may mean if the
guest's bill shows a charge in excess of an advertised rate, a certain discount applies.
For example, the charge may be removed, double the difference between the charged
rate
and the advertised rate may be deducted from the bill.
Product quality
A statement may be developed about certain products and services where the guest
receives a stated response such as a discount, extra service, extra product, free
XYZ if the product fails to comply or live up to expectations.
Document presentation standards
Policies may be prepared that specify document requirements for letters, menus,
forms, invitations, reports, etc.
These may apply to format, type size, font, English spelling, and layout.
They may dictate salutations, signatures required, and closures. They may
also specify copies required and filing requirements.
In other instances, these issues may relate to the presentation of menus to
ensure guests are only ever presented with neat, clean, and presentable
pg. 17
menus. Or it may apply to in room reading material to ensure that magazines
and stationery are always of top quality, clean, and not damaged.
Complaint management
Any complaint really is an opportunity to rectify a problem, or make a long-lasting
customer, providing they are dealt with quickly, properly and fully.
The standards should specify the steps to be taken for a range of complaints.
There are several predictable complaints we are likely to get so it is possible to
foresee the majority of them.
The standards should spell out the discretionary power that staff have to fix a
complaint to the benefit of the customer. Whilst acknowledging we do not want
to be exploited on the issue of complaints it is worth bearing in mind no-one ever
won an argument with a customer.
For every customer who actually does complain, there are probably another
ten that had grounds to, but haven't. Simply stated, customers like to have their
complaint treated seriously, acted on quickly and be apologised to.
pg. 18
• Communicating with customers in a way that
promotes goodwill, trust and satisfaction
• Identifying customer's un-stated needs
• Ensuring customers' needs and reasonable requests are met
• Providing friendly and courtesy assistance without having to be asked.
Handling of complaints
pg. 19
Where complaints are still seen as a threat rather than an opportunity there will
always be the very real chance the complaint won't be handled quickly,
respectfully and thoroughly.
The following actions can greatly improve the delivery of quality customer service
levels:
• Give benefits to key customers -- we must reward people for their on-going
custom. This may be with some tangible 'gift' or discount, or simply by the
recognition we give them, and the enhanced services we provide them with
• Systematize customer complaints and learn from them -- factor in the results
of analysis of poor customer service so you will avoid repeating those mistakes
• Train staff in customer care - conduct sessions explaining and illustrating
company policies and procedures in relation to quality customer service
• Give staff the authority, discretion and resources to make quick decisions --
they must act to handle dissatisfaction, or to reward faithful customers: staff
should act as advocates for customers
• Stimulate employees to be creative in developing customer care activities --
reward any staff initiative in this area. Try to generalise the use of any new
initiatives. Allow staff room to make mistakes. No-one is perfect and anyone
who tries something new is bound to make a few mistakes!
• Invest in meetings and regular contacts with customers via newsletters or
customer magazines -- make the customers feel they are truly part of the
decision-making process, and they have valuable input to make into the
operation of the property
• Making it easy for customer to complaint -- be proactive in soliciting complaints
and encourage complaints as a way of identifying the things that need fixing in
order for you to move to the next level.
pg. 20
1.5 Consult colleagues about ways to improve
efficiency and service levels
Introduction
Effective managers will recognize the need to consult with colleagues about the
best ways to improve efficiency within their unit or department, and to raise
customer service levels.
Useful consultation means that staff must be actively encouraged to provide input
to the development of quality customer service, and to the identification and
resolution of issued that impact on its delivery.
Consultation advice
Consultation with staff should include:
• Encouraging staff to feedback all relevant comments from customers --
most people won't make a formal complaint but will often make deliberate and
pointed comments in front of staff. These must be reported back where they
are central to improving service delivery
• Not shooting the messenger -- if staff are to be encouraged to feedback
negative criticism, it is very important not to criticize them simply for delivering the
bad news
• Establishing agenda items -- every staff meeting should have a standing
agenda item for 'quality feedback' or similar. These staff meetings should be
regular in nature, be made compulsory, and have provision for getting the
information that arises back to staff that weren't there due to sickness, leave.
• Providing written protocols -- these ensure everyone is aware of the same
thing in regard to service delivery, quality standards and establishment practices.
Never assume staff know exactly what is required. They may never have actually
been told. Far too many things exist in the workplace as matters which have
evolved over time without any real direction, support or structured dissemination
• Providing for written feedback -- the establishment should have documents for
staff to complete in writing if they don't feel comfortable with delivering verbal
feedback.
pg. 21
Finally, realize there may be times when, despite the entreaties that "we can always
improve", there may well be times when nothing can, or needs to be, done in relation
to quality service delivery.
It may actually be the case all your planning and training has borne fruit and the
customers are all happy with what is being provided. After all, that was your objective,
so why be surprised when you find you have achieved it? Well done!
Suggesting ideas
Sometimes, on the basis of the research you have done or the experience
you have encountered you will feel that adjustments have to be made to
various products and services to bring them more in-line with the customer
demands.
This research may have been collected through watching customers, over-hearing
their comments, being given direct feedback by them, or as a result of having
seen a good idea at another venue
Providing you can substantiate your claims; the property may make the
adjustments you believe are necessary.
Depending on the size and structure of the workplace you may make your
suggestions to:
• The owner
• A board of directors
• A senior management group/committee
• Head office.
pg. 22
Suggestions for minor adjustments can often effectively be made verbally, but
where you are proposing more substantial changes the preferred method is to
make the suggestions in writing, accompanying them with any supporting
evidence you might have.
Substantial changes are changes necessitating:
• Significant expenditure of money
• Significant time to implement
• Significant alteration to existing policies and procedures.
pg. 23
The bottom line is if you are not genuinely customer focused you are, to a greater or
lesser extent, self-focused and being self-focused is one of the quickest routes to
business failure.
All information gained from workplace experience and direct customer contact should
be passed to the appropriate person for consideration in future planning.
Evaluate current and emerging industry trends and practices
Keeping up-to-date with what is happening in the industry is an essential pre-requisite for
managers.
The dynamic nature of the industry demands managers stay in touch with new trends,
new technologies, new practices or new legislation, just to name a few.
This information must be analyzed and then factored into individual workplace
performance.
What are the sources of information?
There are many sources of useful information. Some of these are generic in nature and
others are specific to the industry.
Written material
There are numerous pieces of written material:
• Reference books -- on subjects such as cooking, mixing cocktails housekeeping,
management and all operational topics
• Trade magazines -- which may be purchased from newsagents or obtained
via subscription
• Newspapers -- especially food reviews, industry movements, travel articles and issues
of interest
• Relevant newsletters -- these usually come in electronic form and are mostly free of
charge. They are often produced by industry suppliers or support services
• Brochures - most suppliers, competitors and support industries provide printed
information relating to:
• Product information
• Services provided
• Contact details for their business, including hours of operation
• New releases, events etc.
• Advertisements -- whether in the media or in other formats (brochures, flyers) these are
an excellent source of information about new products and services, changes to existing
products, prices, special deals and offers.
Internet
Develop a list of Favorites and Bookmark them for ready reference -- visit them regularly:
• Suppliers -- food, beverages, other supplies, equipment
• Industry associations
pg. 24
• Government bodies -- such as liquor, gaming, food
safety, occupational health and safety, and tobacco
sites
• Specific venues -- these should be properties similar
to the one where you are working so you can compare
what similar venues advertise, offer and do.
pg. 25
Keep 'in the loop' which means:
• You need to contact your contacts/network when you find out something you think
they might like or need to know – this highlights the two-way nature of the concept of
networking
• You need to occasionally contact them just to 'stay in touch' even when there is
nothing specific to pass on to them - often they remember something they need to tell
you, and your call demonstrates you value them as a contact.
Many suppliers have sales representatives who call on the business on a regular
basis.
Sales representatives (known also as 'sales reps' or just as 'reps') visit the business
to take orders for stock etc and for public relations (PR) purposes. These PR calls
are courtesy visits where they don't actively ask for an order but simply call in and
'have a chat'.
This talk can be useful in finding out what is happening at other venues, trends in
the industry, new releases, potential stock outages of products they sell, and
impending price rises.
They are an excellent source of information, certainly about their product, but
also about the industry in general because they visit so many properties and
speak to so many staff.
pg. 26
• Talk to others -- to get their opinion and input. What are their thoughts? Do
they agree with you are do they hold contrary views? What are their reasons
for agreeing or disagreeing?
• Generate a proposal -- detailing what you want to introduce or change and why.
Make sure the proposal is costed and details how the proposal would be
implemented and the flow-on impacts on other areas
• Make a presentation to senior management about your idea.
pg. 27
Work Projects
It is a requirement of this Unit you complete Work Projects as advised by your
Trainer. You must submit documentation, suitable evidence or other relevant
proof of completion of the project to your Trainer by the agreed date.
1.1 To fulfil the requirements of this Work Project you are asked to research
how to monitor and on an ongoing basis
through close contact with day to day operations including:
• Overview of management
• of a
• What does work mean?
1.2 To fulfil the requirements of this Work Project you are asked to research
how to ensure that operations in the workplace support overall
enterprise goals and quality assurance initiatives including:
• goals and quality
• Why monitor and
• What monitored a quality
• Who does the
1.3 To fulfil the requirements of this Work Project you are asked to research how
to quality m and and make
m accordingly with relevant approvals through:
• Scope of
• When to monitor work
• Steps
• Methods of
1.4 To fulfil the requirements of this Work Project you are asked to research how
to procedures and systems colleagues to
and effectiveness including:
• Workplace
• Developing standards and plans
• Further approaches to procedures and
1.5 To fulfil the requirements of this Work Project you are asked to research
how to consult colleagues about ways to and service
including:
•
pg. 28
• Provide feedback to colleagues and management to future
planning
• Evaluate current and emerging trends and .
_____________________________________
Summary
Monitor and improve workplace operations
pg. 29