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Assessment Task 3 v2.1 - BSBOPS404
Assessment Task 3 v2.1 - BSBOPS404
Task 3
Implement customer service
strategies
BSBOPS404
Unit Title
Unit Code
Manuel Felipe Rodriguez Pelaez
Student name
Student ID 70443
number
Student MFRP Date
signature
3 15/06/23
Task Number
DNS
Did the student satisfactorily:
N
Y
The student has satisfactorily completed ☐ ☐ ☐
and submitted the following documents:
o Task 3.1 Customer service
presentation:
o PowerPoint or Google slides
presentation
o Observation checklist 3.1
communicate effectively including: ☐ ☐ ☐
• using structure, grammar and clear and
specialised language to describe
customer needs, maintain information
and support a particular position.
• Collaborate with others contributing
knowledge and skills to achieve joint
outcomes.
• consult and communicate effectively
with relevant people
DNS
Did the student satisfactorily:
N
Y
• Customer service presentation -
PowerPoint or Google slides
presentation
Student Name:
Assessor Name:
Assessor Signature:
Date:
What is this This task follows on from Assessment task 2.3 where you developed a
assessment task customer service report identifying issues and making suggestions for
about? improvement.
Working with your partner, you will now present to staff at CoffeeVille
to promote your strategy and customer service policies and
procedures.
• communicate effectively:
o using structure, grammar and clear and specialised
language to describe customer needs, maintain
information and support a particular position.
o Collaborate with others contributing knowledge and skills
to achieve joint outcomes.
• consult and communicate effectively with relevant people
• develop strategies and methods to improve customer service
delivery including:
o budgeting
o promotion to staff
o documentation and follow up.
What will the Your assessor will be looking for demonstrated evidence of your
assessor be looking ability to:
for?
• communicate effectively:
o using structure, grammar and clear and specialised
language to describe customer needs, maintain
information and support a particular position.
o Collaborate with others contributing knowledge and skills
to achieve joint outcomes.
• consult and communicate effectively with relevant people
• develop strategies and methods to improve customer service
delivery including:
o budgeting
o promotion to staff
BSBOPS404 Implement customer service strategies V3 2021 Page 7
RTO Provider: 91153 - CRICOS Code: 02672K
greenwichcollege.edu.au
Task summary and instructions
Procedures
1. Review the assessment scenario/s, the business documentation, including policies and
procedures and the templates provided:
o Appendix 1 – About CoffeeVille
o Appendix 2 – Organisational chart
o Appendix 3 – Business plan excerpt
o Appendix 4 – Budget variance
o Appendix 5 – CoffeeVille customer service policy
o Appendix 6 – CoffeeVille procedures for serving customers
o Appendix 7 – CoffeeVille complaints and procedures
o Appendix 8 – CoffeeVille customer service policy
o Appendix 9 – CoffeeVille privacy policy
o CoffeeVille simulated website:
http://coffeeville.simulations.australiantrainingproducts.com.au/coffeeville.simulations.lea
rn.com.au/index.html
2. For this task you will work with the same partner you worked with on Assessment task 2.3.
3. Develop a presentation using PowerPoint or Google slides to address Assessment task 3.1.
4. You will deliver your presentation in week 5 or 6. Arrange this with your trainer and assessor.
o Although the assessment is worked in a group to simulate the work environment that you would
experience when delivering a project in/for an organisation, the assessment submission is
individual, and it will be marked as such.
BSBOPS404 Implement customer service strategies V3 2021 Page 8
RTO Provider: 91153 - CRICOS Code: 02672K
greenwichcollege.edu.au
Complete the following activities:
For this task you will develop a presentation to CoffeeVille staff to promote the customer service
strategies you developed in Assessment 2.3 and its customer service policies and procedures.
Case scenario
We’re back at Coffeeville – a wholesaler of premium coffee whose customer base includes a number
of cafes, restaurants and bars. Coffeeville is aware of the intense competition they face in the
marketplace.
After the coffee supply issue and the numbers of complaints that had to be managed, your GM has
asked you as marketing and sales manager, to develop an information session to promote your
customer service strategy for Coffeeville and its customer service policies and procedures for all staff.
Task details
1. For this task you will work with the partner you worked with on Assessment 2.3.
2. Review the scenario and CoffeeVille documentation and policies and procedures in the
Appendices at the end of this document.
3. Review the report you developed for Assessment 2.3.
4. Develop a PowerPoint presentation (or Google slides). Your presentation must address the
following:
a. Brief background- why are we doing this?
b. Brief outline of our customers. What do they want?
c. What are the issues you have identified?
d. What solution have you identified?
e. What are the relevant policies and procedures to make this strategy work?
f. What is the budget required to implement this strategy?
g. How will staff be supported?
h. How will you monitor and report on changes in customer satisfaction? What systems
and records will need to be maintained?
i. What is the future direction of customer service? For example, the use of social media.
5. Each slide should have notes outlining what you will say in your presentation.
6. Deliver your presentation in week 5 or 6.
Vision: Within the next five years, CoffeeVille aims to establish itself as a leading provider of gourmet
coffee and cuisine for ethically and socially aware coffee enthusiasts in Melbourne. We envision
CoffeeVille expanding its presence to multiple significant locations in Melbourne's CBD. Additionally,
CoffeeVille aims to establish a strong online presence to cater to its business clients.
1. Customer Focus - This principle extends to various industries and establishments that serve clients and
customers. It is imperative to provide excellent customer service, even without additional charges.
Encourage Excellence, Innovation, and Continuous Improvement - We strive for ongoing enhancements by
implementing periodic changes that enhance the efficiency, accuracy, and effectiveness of our business
operations.
Foster Collaborative and Consultative Work Environment with Integrity, Professionalism, and Teamwork - We
prioritize clear and polite communication, ensuring that we respond to others in a collaborative and respectful
manner.
Notes: Priority on Exceptional Customer Service: Our primary objective is to deliver outstanding customer
service to our clients, ultimately leading to increased sales volume. At CoffeeVille, customer satisfaction is
paramount, and we always prioritize the needs of our customers.
Financial Responsibility: We aim to reduce expenses and maintain financial control by implementing
procedures that guide our customer interaction duties. These procedures ensure that we consistently provide
the level of service that our customers expect.
Investment in Training and Development: We actively support innovative thinking, enhance customer service
skills, and foster management and leadership capabilities through training initiatives. CoffeeVille is dedicated to
achieving customer service excellence and regularly monitors performance through quarterly assessments. The
insights gained from these evaluations drive continuous improvement.
The Budget Variance Review process is crucial in assessing performance throughout the year. It involves several
key steps to ensure clarity, accountability, and continuous improvement. To maintain the integrity of the
information and facilitate a comprehensive review, it is important to utilize the appropriate forms and
documentation. Both management and employees collaborate to ensure the review is conducted accurately
and effectively. The following steps outline the process:
Reflecting on Performance: The Budget Variance Review allows for a thorough evaluation of performance
during the year. It provides an opportunity to analyze financial outcomes, identify areas of improvement, and
recognize successes.
Discussing Successes and Areas for Improvement: During the review, both achievements and areas requiring
improvement are discussed openly and constructively. This facilitates a comprehensive understanding of
performance and allows for actionable steps to enhance future results.
Setting Agreed Targets and Performance Standards: Agreed targets and performance standards are established
for the next six months. These targets are specific, measurable, attainable, relevant, and time-bound (SMART).
They serve as benchmarks for evaluating future performance.
Identifying Areas of Development: The review process also highlights key areas of development necessary for
effective performance in the role. This may include training, skill enhancement, or professional growth
opportunities.
By utilizing the correct forms and documentation, the performance review process maintains accuracy and
accountability. It serves as a record of the standards set, the achievement of targets, and the development
plans for the employee. This comprehensive approach ensures that both management and employees are
actively engaged in completing the review correctly and leveraging it to drive continuous improvement.
Customer Support as the Foundation of Success: CoffeeVille recognizes that our success heavily relies on the
support of customers, especially repeat customers. We strive to cultivate strong relationships and provide
exceptional service to ensure customer satisfaction and loyalty.
Defined Procedures for Customer Interaction: Well-defined procedures guide our customer interaction duties,
ensuring that we consistently deliver the level of service expected by our customers. These procedures help
maintain a high standard of service quality.
Minimum Standards of Conduct and Performance: CoffeeVille establishes clear expectations for employee
conduct and performance, which are communicated during the induction process and reinforced during
performance reviews. If an employee fails to meet these standards, appropriate corrective actions, such as
training, will be taken. Formal performance improvement procedures are typically implemented when other
corrective actions have not been successful.
References
Lerner’s guide
CoffeeVille is a growing business. It was founded in 2009 by partners Emma and Rufus Belcastran as
a single Melbourne cafe. Since then, the business has expanded to several cafes. The organisation
also distributes coffee and coffee related products to its wholesale customers. Recently, to bring down
costs and increase efficiency of operations, the company has launched a new website for its wholesale
customers.
Wholesale supplies can be purchased from the online CoffeeVille store at:
<http://bsbitu305.ibsa.org.au/>.
Board of Directors
and CEO, Emma
Belcastran
Mission
To provide the finest coffee to retail and wholesale customers and the most responsive and
effective customer service possible.
Vision
Within five years, CoffeeVille will have established itself as a premier provider of gourmet
coffee and food for the ethically and socially aware Melbourne coffee drinker. CoffeeVille will
have expanded to a number of key locations in the Melbourne CBD. CoffeeVille will have
established an online presence for business customers.
Values
• Customer-focus.
• Actively encourage excellence, innovation and continuous improvement.
• Work collaboratively and consultatively with integrity, professionalism and teamwork.
• Recognise the diversity and expertise of CoffeeVille employees.
Strategic directions
The strategic context in which CoffeeVille will achieve its mission and vision is through:
• Engaging with customers with excellent customer service to increase sales volume
• Reducing expenditure and achieving financial control over expenses
• Supporting innovative thinking, customer service, management and leadership skills
through training
• Creating a high-performing organisation.
CoffeeVille can only succeed with the patronage of customers, and in particular, repeat customers. As
a result, taking care of our customers is our highest priority. At CoffeeVille the customer always comes
first!
Procedures outline how to perform customer contact duties to achieve the standard of customer
service required by our customers.
CoffeeVille ensures its commitment to customer service excellence through quarterly monitoring of
customer service performance. Results are used for continuous improvement.
Customer Complaints
Demanding customers force us to be our best and resolving complaints satisfactorily can even
increase customer loyalty if they are handled properly.
It is everyone’s responsibility to answer the phone. Always try to answer the phone promptly, within
three rings. Always answer in a friendly, polite manner: ‘Good morning/afternoon/evening, welcome
to CoffeeVille, how may I help you?’
If you are certain of the answer to the customer’s question, you should respond clearly and politely. If
you are uncertain, ask the caller if you may put them on hold for a moment. If there a staff member
close who can provide you with the correct information, then return to the call and provide the
customer with the necessary information. If there are no staff members close by that can help
promptly, then ask the caller for their name and put the caller through to a manager, making sure
that you brief the manager on the callers’ name and the nature of their enquiry. Always thank the
person for calling.
Dress Code
All employees of CoffeeVille are expected to represent the business, and dress accordingly. Clothing
which is faded, tattered or contains holes is not acceptable. All sales and customer service staff
members are required to wear business attire
Clothes should be ironed and neat in appearance. Closed toed footwear with rubber soles is required.
BSBOPS404 Implement customer service strategies V3 2021 Page 22
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Updated/authorised
5. Ensure customer is aware of website. If required, help customers to register and use website.
○ Show customer how to register
○ Show customer how to order
○ Show customer how to provide feedback.
6. Refer to office manager for information regarding stock availability and delivery options.
7. At end of customer contact add up cost of all services. Summarise package offered and delivery
specifications.
8. To fulfil an order manually, take contact and credit card details and make notes. Refer to:
○ price guarantee
○ product guarantee: refunds or replacement offered for any defect or unsuitability
○ two week delivery guarantee
To manage complaints
Question 1 Yes No
Do we normally meet your customer service 325 175
expectations?
Question 2
1. 4. Very
On scale of 1 to 4, how would you rate our customer 2. Meets 3. Poor
Exceeds poor
service in relation to your expectations?
50 275 100 75
50 50 60 60 50
Total issues: 270
CoffeeVille is committed to protecting your privacy. It is bound by the national privacy principles
contained in the Privacy Act 1988 and all other applicable legislation governing privacy.
Where appropriate, CoffeeVille will handle personal information in accordance with relevant legislation.
Our respect for our customers’ privacy is paramount. We have policies and procedures to ensure that
all personal information is handled in accordance with national privacy principles.
This privacy policy sets out our policies on the management of personal information – that is, how we
collect personal information, the purposes for which we use this information, and to whom this
information is disclosed.
Personal information is information or opinions that could identify you. Examples of personal
information include your name, address, telephone number and email address, or documents that
include such information, like a resume.
CoffeeVille collects personal information when you send a job application to us, for example, or when
you email us. These uses are discussed below.
Generally, you have no obligation to provide any personal information to us. However, if you choose
to withhold personal information, we are unlikely to be able to respond to your application or query.
We engage third party service providers (including related companies of Coffeeville which may be
located outside Australia) to perform functions for Coffeeville. Such functions include mailing, delivery
of purchases, credit card payment authorisation, trend analysis, external audits, market research,
promotions and the provision of statistical sales information to industry bodies.
For our service providers to perform these functions, in some circumstances it may be necessary for
us to disclose your personal information to those suppliers. Where disclosures take place, we work
with these third parties to ensure that all personal information we provide to them is kept secure, is
At all times, we take great care to ensure your personal information is protected from unauthorised
access, use, disclosure or alteration. We endeavour to ensure that our employees are aware of, and
comply with, their obligations in relation to the handling of personal information. Only properly
authorised employees are permitted to see or use personal information held by CoffeeVille and, even
then, only to the extent that is relevant to their roles and responsibilities.
Your personal information will not be sold to any other organisation for that organisations’ unrelated
independent use. Further, we will not share your personal information with any organisations, other
than those engaged by us to assist us in the provision of our products and services (as described
above).
If you submit a job application to CoffeeVille, we will use the information provided by you to assess
your application. In certain circumstances, CoffeeVille may disclose the information contained in your
application to contracted service providers for purposes such as screening, aptitude testing, medical
testing and human resources management activities.
As part of the application process, in certain circumstances, you may be required to complete a pre-
employment health questionnaire. You may also be asked to undergo a pre-employment medical
assessment. In that case, you will be asked to give specific consent to CoffeeVille to disclose your
questionnaire to its service providers for the purposes of arranging the medical assessment and for
the relevant service providers to disclose the results of the assessment to CoffeeVille.
If you refuse to provide any of the information requested by CoffeeVille, or to consent to the
disclosure of the results of your medical assessment to CoffeeVille, we may be unable to consider your
application.
We value input into customer service. If you submit information or feedback to CoffeeVille we will use
the data exclusively to improve customer service. For example, we will not divulge information to third
parties except for this purpose. We will not use customer service information to market services to
you or parties identified in surveys. Customer information associated with survey and feedback data
for verification purposed will be treated in accordance with all relevant legislation such as privacy
legislation. Customer information will be securely stored to prevent unauthorised access.
9. How can you access or correct the personal information we hold about you?
Wherever possible and appropriate, we will let you see the personal information we hold about you
and correct if it is wrong. If we do not allow you access to any part of the personal information we
hold about you, we will tell you why.
CoffeeVille generally only collects personal information from its website when it is provided voluntarily
by you. For example, when you send us an electronic message with a query about CoffeeVille or its
products, we will generally use your information to respond to your query, to provide and market our
services to you or as otherwise allowed or required by law.
For the same purposes, CoffeeVille may share your information with other members of the CoffeeVille
strategic partners (including companies who are located outside Australia) and their respective service
providers, agents and contractors. If we do this, we require these parties to protect your information
in the same way we do.
When you visit this website or download information from it, our internet service provider (ISP) makes
a record of your visit and records the following information:
Our ISP also collects information such as the pages our users access, the documents they download,
links from other sites they follow to reach our website, and the type of browser they use. However,
this information is anonymous and is only used to statistical and website development purposes.
We use a variety of physical and electronic security measures, including restricting physical access to
our offices, firewalls and secure databases to keep personal information secure from unauthorised
use, loss or disclosure. However, you should keep in mind that the internet is not a secure
environment. If you use the internet to send us any information, including your email address, it is
sent at your own risk.
A cookie is a small message given to your web browser by our web server. The browser stores the
message in a text file, and the message is then sent back to the server each time the browser
requests a page from the server.
CoffeeVille makes limited use of cookies on this website. Cookies are used to measure usage sessions
accurately, to gain a clear picture of which areas of the website attract traffic and to improve the
functionality of our website.
When cookies are used on this website, they are used to store information relating to your visit such
as a unique identifier, or a value to indicate whether you have seen a web page. We use session (not
permanent) cookies. They are used to distinguish your internet browser from the thousands of other
browsers. This website will not store personal information such as email addresses or other details in
a cookie.
Most internet browsers are set up to accept cookies. If you do not wish to receive cookies, you may
be able to change the settings of your browser to refuse all cookies or to notify you each time a
cookie is sent to your computer, giving you the choice whether to accept it or not.