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LOMA Contact Center Workshop

Spring 2007 Session Information

Wednesday, May 9

7:45 A.M. – 8:45 A.M.
Continental Breakfast

8:45 A.M. – 9:45 A.M.
General Session

Call Center Excellence: The New York Life Experience
Lynn A. O'Neill, Assistant Vice President, New York Life Insurance Company - AARP Operations

Attaining and maintaining excellence in a call center is not an easy feat. New York Life is recognized as a leader in call center excellence and has a strong customer service culture. O’Neill will provide insight into the culture, best practices and processes resulting in the success of a call center and how to maintain a service excellence culture.

10:00 A.M. – 11:30 A.M.
Interactive Discussion Session 1 (Select One)

1A:  Managing Difficult Employees While Rewarding Outstanding Performers
Properly managing the factors that affect employee performance is vital to the quality of service you can deliver. Gain insight on how to deal with problematic employees while keeping your stars motivated. Discuss stifling bad influences, turning the negative into the positive, when to terminate difficult employees, maintaining staff morale and other related topics. Learn about ways to motivate for performance with non-monetary rewards, dispelling false rumors, promoting from within the department, and guiding staff members through alliances, mergers, acquisitions, downsizing and other transitions.

1B: Coaching for Success
Success and more importantly, continued success, depends on more than a one time event.  True success requires constant monitoring, training and coaching your staff to build and maintain a successful contact center. Discuss how using a contact monitoring program fits into an overall contact center strategy and innovative ways of developing staff through various coaching and training methods. Also learn what technologies and techniques other organizations are using to monitor and record phone calls and how these are being used in the coaching process

1C:  Telecommuting and Home Based Agents
Whether referred to as telecommuting, home based agents or simply working from home, this practice is on the rise.  It has been enabled by technology and frequently implemented out of necessity to retain valuable staff members.  Participants in this session should be prepared to discuss why and how it is employed in their organization, technology requirements as well as changes in management practices and monitoring of the home based agent.  Attendees will learn how other companies are being successful with this practice as well some of the pitfalls to avoid.  

11:45 A.M. – 1:00 P.M.
Lunch Provided for Conference Attendees

1:00 P.M. – 2:00 P.M.
General Session

The Lifecycle of a Customer Service Representative
Dru Phelps, Vice President, Benchmark Portal

Research asks, “Does a motivated employee provide greater results for your company?”  Intuitively we answer “yes”, but what are the stepping stones along the way that empower the ‘art and the science’ of behavioral motivation leading to enhanced  performance?  Since your major investment is staffing, the greatest impact to the business is your staff, the CSR.  Dru will cover tactics in attracting, selecting,  training, monitoring, incentivizing, and advancing your top talent.

Dru Phelps, a Valued Partner, shares 21 years of pragmatic expertise in customer service,  quality management systems and performance engineering.  Currently, Dru contracts as a Senior Advisor on 4-D services and Auditor on the methodology and measurement to industry peer groups with BenchmarkPortal’s Certified Centers of Excellence.

2:15 P.M. – 3:30 P.M.
Interactive Discussion Session 2 (Select One)

2A: Hiring, Staffing and Employee Retention
A significant challenge in a call center is reducing the employee turnover rate.  To counter the turnover rate, hiring employees that will stay with your organization is critical. Excellent phone skills are no longer the complete definition of a successful CSR. Today’s reps need excellent written and verbal communication skills, advanced product knowledge and computer skills. Discuss selection tools that work, what questions to ask during an interview, and how to find, hire and retain the best reps.

2B: Workforce Management
Call volumes fluctuate in nearly every call center.  There are various methods to anticipate these peaks in volume and practices that may be employed to ensure proper staffing levels during these periods as well as to avoid being overstaffed during the down periods.  Participants in this workshop should be prepared to discuss the workforce management tools employed in their organization as well other practices employed to manage the workforce for consistent staffing in the call center.

2C: Handling the Difficult Caller and Complaint Resolution
Not all calls to a call center are routine.  In fact, some callers are rude, angry and at times difficult to deal with.  Complaints from callers are also common and have to be dealt with by call center representatives.  Attendees to this session will share their insights into how their organization handles the angry or difficult caller and their procedures on handling complaints.

3:45 P.M. – 4:45 P.M.
Interactive Discussion Sessions 3 (Select One)

3A: Measuring the Metrics
Moderator: Dru Phelps, Vice President, Benchmark Portal

It has been stated before that you can’t manage what you don’t measure.  Using metrics to measure productivity is the first step to increasing it. Attendees will talk about the most critical measures of call center and CSR performance, how to calculate those numbers and what to do with the data.  Discuss how to balance productivity and quality, as well as create highly visible metrics that drive the CSR’s improvement process. Learn what can be gained from individual metrics, and how to integrate key metrics to increasing customer satisfaction and customer loyalty. Discover how to use key metrics to train, motivate, improve and retrain employees.

3B: Best Practices in Call Center Management
Best practices may be defined as those practices that an organization may consider as their greatest attribute.  Most successful call centers follow a certain set of practices that maximize productivity, customer loyalty and employee satisfaction. Attendees should be prepared to discuss their call center’s best practices that optimize performance and service.

5:30 P.M. – 6:30 P.M.
Networking Reception

 

Thursday, May 10

7:45 A.M. – 8:45 A.M.
Continental Breakfast

8:45 A.M. – 9:45 A.M.
General Session

Achieving Service Center Excellence
Stephen E. Murphy, FLMI, CLU, ChFC, Senior Consultant, Robert E. Nolan Company Management Consultants

The bumpy road to service center excellence is pocked by challenges that must be overcome by both management and rank-and-file workers.  Murphy’s presentation will identify these challenges and outline the opportunities we all have to smooth the way and achieve service excellence.  Included will be a discussion on how to develop a contact center strategy and how to align management tactics to that strategy – enabling you to handle call demand, staff accurately and control resources in the most efficient manner.  Also discussed will be Workforce Management (WFM) – how to develop a WFM system, how to use the inherent tools to offer excellent low-cost service, and how to measure the results.

9:45 A.M. – 10:45 A.M.
Interactive Discussion Session 4 (Select One)

4A: Emerging Technology
Technology is one way to move your call center to a new level.  Call centers are transforming into multi-media customer contact centers and distribution channels driven by new and innovative technologies. Discuss how to choose and implement the right tools.  Is there a role of web-chat speech recognition in your contact center?  What about VoIP?  Be prepared to share insight into the technology tools employed in your organization that have been the most successful.

4B:  Improving Morale & Preventing Employee Burnout
The stress often associated with a call center representative’s job often leads to low morale, burnout and eventually high turnover.  Share ideas on ways of improving morale and preventing burnout by improving working conditions, establishing incentives and providing a career path for your reps. Learn how to prepare your staff for the new skills and performance standards expected in the contact centers of today. Attendees should be prepared to discuss how to maintain morale during mergers and downsizing.

11:00 A.M. – Noon
General Session

Customer Self-Service: A 5-Step Plan to Implement Speech Recognition
Roger Nunn, Vice President, Voxify  

Customers are increasingly demanding self-service at all touch points. Speech recognition self-service is the latest technology used by call centers to improve customer service and reduce costs.  Speech self-service is delivering exciting results today!  And the technology is helping to ensure high-quality customer experiences. This interactive workshop will show you how to expand your customer self-service offerings using this technology and will describe the five steps that will assure a successful implementation of speech recognition in your call center.

Noon
Conference Adjourned

 

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