BALANCING CUSTOMER AND COST

Customer Needs

The behaviours in the table below show how you can demonstrate the skill of Customer Needs at each of the competency levels in which it appears. Click on the plus sign to show the behaviours at that level.

Resources

Below you will find learning resources to help you develop the skill of Customer Needs. Click on the links to access the resources.

PDFs
The Power of Empathy

Empathy is one of the most powerful tools you can use to build productive relationships. It is fundamental to building collaboration. This PDF explains what empathy is, how to demonstrate it, and the impact it will have if you choose (or not) to use it. It will help you to defuse conflict, connect with and motivate others, and improve efficiency.

Managing Information Effectively
This PDF provides an in-depth explanation of how we structure and manage information at different levels of detail and complexity. It covers how we communicate, including common causes of miscommunication, and what we can do to communicate more clearly depending on the person/group we are engaging with. It is aimed at structuring information at an individual level.

Managing Complex Information
This PDF covers the ways in which we process information differently and how that can lead to miscommunication, even when we’re not aware of it. It describes the different levels at which we group information and how everybody works at different levels at any one time, following up with a technique to structure a meeting so that everyone is on the same page. This PDF is aimed at structuring information in a group.

Managing Time and Scope
This PDF covers the different levels of scope and range of time that people automatically prioritise and how that can cause conflict. For example, someone with a very immediate, detail focused approach will prioritise differently to someone with a long-term, broad vision. All focuses are important and cover one another’s blind spots.

VIDEOS
The Power of Empathy
This video explains why and how empathy is one of the most powerful tools you can use to build productive relationships. It is fundamental to building collaboration. Learn if you are already demonstrating empathy effectively, how easy it is to stop doing it, how to be alerted to using it effectively and realise the benefits it brings.

Managing Information Effectively
This video provides an in-depth explanation of how we structure and manage information at different levels of detail and complexity. It covers how we communicate, including common causes of miscommunication, and what we can do to communicate more clearly depending on the person/group we are engaging with. It is aimed at structuring information as an individual when you are communicating with another.

Managing Complex Information
This video explains the ways in which we process information differently and how that can lead to miscommunication, even when we’re not aware of it. It describes the different levels at which we group information and how everybody works at different levels at any one time. It shows you a technique to analyse and describe a topic so that everyone in a group can contribute, can clearly follow, and can be engaged.

Managing Time and Scope

This video explains how people automatically prioritise different levels of scope and range of time and how that can cause confusion and conflict. For example, someone with a very immediate, detail focused approach will prioritise differently to someone with a long-term, broad vision. All focuses are important and cover one another’s blind spots. Learn how to use this technique with a group or team and how to explain a complex topic to others.

Phone Tones

In conversations with customers it is important to make a connection, so that you can exchange information appropriately, and maintain constructive emotions. Your voice is a fundamental tool to do this, especially when you are holding conversations on the phone. In this webinar, Jacqy Munro explains:

  • How building rapport using your voice opens up the connection.
  • How showing empathy is critical to creating constructive emotions.
  • How structuring information well matters.
  • How to change tone of voice for different purposes, and the effect each one has on the customer.


A Good Customer Interaction

It is important to make a connection with a customer so that you can exchange information appropriately, and maintain constructive emotions. In this webinar, Jacqy Munro explains:
  • A logical structure for understanding how to engage positive emotions.
  • How to discover a customer's values and goals and why these matter.
  • How to link what you are doing or providing for the customer to their values and goals.
  • A four step process for ensuring that the interaction achieves a positive outcome that reinforces customer satisfaction.


An Upset Customer Interaction

It is important to manage an interaction with an upset customer in such a way that you can exchange information appropriately, and restore constructive emotions as soon as possible. In this webinar, Jacqy Munro explains:
  • A logical structure for understanding how to re-engage positive emotions.
  • How to discover a customer's values and goals and why these matter.
  • How to understand quickly why the customer is upset by the specific situation and bring the customer back to a common understanding of their values and goals and an agreement about how you can resolve the situation.
  • A four step process for ensuring that the interaction achieves a positive outcome that minimises dissatisfaction and restores customer satisfaction.

ON THE JOB ACTIONS
Information
To ask good questions of a customer, or from someone who is interpreting customer requirements for you and telling you, read and/or watch Managing Information Effectively. Ask questions to gain information in appropriate ‘chunk sizes’. For example ask, “What is the purpose of this for the customer?”


Safety
Make sure that you have enquired about and are aware of any safety regulations or practices that are necessary for the customer, and of any that govern how you provide the service to them. NEVER compromise on safety.

Contractual Needs
Ask about any contractual obligations or service level agreements that govern how you provide the service. Use these to help you prioritise how you deliver on their needs.

Customer Awareness
Read and/or watch The Power of Empathy and think about the situation, thoughts, and feelings of your customers in any situation where you are providing a service. This skill underpins all successful outcomes in interpersonal situations, so you won’t be wasting your time.

Customer Surveys
If it’s possible, use customer surveys to gain an insight into how you are perceived as an organisation.

Strategy
Read and/or watch Managing Time and Scope and Managing Complex Information to ensure that your analysis of customer long term needs is efficiently done.