Level 3 Diploma in Retail Skills
Level 3 Diploma in Retail Skills
Level 3 Diploma in Retail Skills
Credits : 43
Duration : 6 months / 9 months
Qualification summary
QCF level 3
Aims and objectives of the The IAO Level 3 Diploma in Retail Skills (Management) (QCF) is
qualification a flexible qualification designed to provide Learners with an in-
depth level of retail competence required by employers in the
sector.
Entry guidance There are no formal entry requirements for this qualification.
This qualification is suitable for those who work within the Retail
sector. It is typically suitable for those with retail managerial
responsibilities and autonomy.
Progression opportunities Learners who achieve this qualification can progress within
employment, or can progress to the
IAO Level 3 Certificate in Retail Knowledge (QCF)
Qualification structure
To complete this qualification, candidates must achieve a minimum of 43 credits.
All 43 credits must be achieved at level 3, of which 10 credits must come from the
mandatory unit in Group A. 33 credits must come from Groups B.
A minimum of 18 credits must come from Group B1. A maximum of 15 credits can come
from Group B2. A maximum of 8 credits can come from Group B3.
Unit Structures
All units are listed below
Mandatory units
Qualification Structure
Mandatory Group A
Optional Group B1
Optional Group B2
Optional Group B3
Credit value: 10
GLH: 50
1. Understand how own team contributes to 1.1 Explain own team’s purpose, aims and
the success of the wider organisation targets in the context of the wider
organisation
1.2 Explain the roles and responsibilities of
colleagues in own team
1.3 Explain the importance of good working
relations within own team
2. Understand own role within a team in a 2.1 Explain own responsibility for contributing
retail environment to own team’s success, including helping
colleagues to learn
2.2 Explain the importance of being a reliable
team member
2.3 Explain the factors to take account of
when making commitments, including:
existing workload
the degree to which interruptions and
changes of plan are within own control
2.4 Explain the importance of implementing
the organisation’s policies and
procedures for health and safety,
including the importance of setting a
good example to colleagues
3. Understand what motivates self and 3.1 Explain the factors that can affect own
colleagues in a retail environment and colleagues’ motivation to carry out
work in a retail environment, including
skills and existing workload
3.2 Explain potential circumstances that
could affect morale in a retail
environment
4. Be able to support effective working within 4.1 Allocate work in ways that take account
a retail team of own and colleagues’ preferences,
skills and available time
4.2 Make and keep commitments to
colleagues within:
own team
the wider organisation
4.3 Agree alternative actions when it is not
possible to keep commitments made to
colleagues
4.4 Interact with colleagues within own team
and wider organisation in ways that
attempt to maintain morale
4.5 Explain to team members why it is
important to treat each other fairly,
politely and with respect
4.6 Implement own organisation’s health and
safety procedures while working
5. Be able to improve own work performance 5.1 Identify knowledge and skills needed to
in own retail team improve own work performance
5.2 Reach agreement with own line manager
concerning:
learning and development goals
action points and deadlines for own
learning and development
5.3 Take measures to improve own
performance
5.4 Review own progress against an agreed
learning and development plan, including
seeking feedback from those in a
position to give it
6. Be able to help others to learn in a retail 6.1 Communicate to colleagues own
environment willingness and availability to provide
work-related information and advice
6.2 Provide information and advice on
request to colleagues where this is within
own responsibility
6.3 Provide advice and support to colleagues
to help them meet the organisation’s
standards
6.4 Communicate procedures to colleagues
in a logical sequence to help them meet
the organisation’s standards
6.5 Provide colleagues with opportunities to
practise new skills
Credit value: 6
GLH: 28
1. Be able to implement a stock audit in a 1.1 Explain the importance of auditing levels
retail environment of stock and stock inventories
1.2 Plan an audit of stock that:
will ensure accurate, complete and
timely auditing
will cause as little disruption as
possible to normal work
includes plans for dealing with
contingencies
1.3 Negotiate with colleagues to obtain staff
who have the necessary skills to help
with the audit
1.4 Allocate specific responsibilities to each
member of the audit team
1.5 Explain to the audit team what they are
expected to do
1.6 Diagnose and resolve problems that
arise when implementing the audit
2. Be able to use the findings of an audit to 2.1 Analyse the findings of a stock audit to
identify and resolve problems with stock identify problems that need resolving
levels and stock inventories 2.2 Prioritise problems according to their
importance and urgency
2.3 Investigate and resolve problems:
methodically
as far as possible within the scope of
the audit and with the resources
available
3. Be able to communicate the results of an 3.1 Clarify audit findings, including any
audit unresolved problems, in a timely fashion
for those who need the information
Credit value: 10
GLH: 52
1. Understand the role of suppliers when 1.1 Explain how suppliers’ terms and
sourcing goods and services conditions can affect the profitability of a
retail business
1.2 Explain the organisation’s legal rights as
a purchaser of goods and services,
including rights relating to returns,
replacements and refunds
1.3 Explain what constitutes a legally binding
contract between retailer and supplier
2. Be able to source required goods and 2.1 Interpret stock records to establish:
services which stock needs replenishing
the quantity of stock required
2.2 Evaluate the service offered by
suppliers, taking account of:
the availability of the required goods
and services
the terms and conditions offered by
suppliers
3. Be able to order goods and services 3.1 Analyse purchase requisitions to identify
items that can be ordered together
3.2 Order goods and services:
of the required type and quantity
allowing sufficient time for delivery
3.3 Develop procedures that will enable
colleagues to give sufficient notice of any
special orders for goods and services
3.4 Resolve overdue or incomplete orders
with the supplier
3.5 Arrange returns, replacements and
refunds when applicable
3.6 Explain the options available when
orders cannot be fulfilled on time
Credit value: 11
GLH: 50
1. Understand the principles of food safety 1.1 Explain the following terms in relation to
management that apply to a retail own organisation:
environment ‘critical control points’
‘control points’
‘critical limits’
‘variance’
1.2 Explain the importance of monitoring
critical control points and control
points
1.3 Explain the impact of variance at critical
control points and control points on
food safety, public health and the
organisation
1.4 Explain why traceability is important to
food safety
1.5 Explain how traceability works
1.6 Explain the importance of having
organisational food safety procedures in
place
2. Be able to monitor critical control points in a 2.1 Select relevant food safety control
retail environment measures when monitoring critical
control points
2.2 Implement all specified organisational
operational controls and checks of
critical control points at the set time
frequency
2.3 Maintain records of monitoring activities
in line with organisational procedures
2.4 Obtain verification for completed
checks, following organisational
procedures
3. Be able to deal with problems identified 3.1 Take corrective action when control
when monitoring critical control points in a measures fail, ensuring that such action
retail environment is:
suited to the situation
carried out with a degree of urgency
that matches the seriousness of the
situation
3.2 Report to the designated person any
procedures that are out of line with
critical limits
3.3 Seek expert advice and support for
problems identified when monitoring
critical control points that are outside
own level of authority or expertise to
resolve
4. Be able to ensure that staff perform to the 4.1 Allocate food safety responsibilities to
standard required for food safety in a retail staff
environment 4.2 Supervise staff to ensure that allocated
food safety responsibilities are met
4.3 Ensure that staff receive the training in
food safety that they need
5. Be able to evaluate the nature and impact 5.1 Evaluate the nature and impact of factors
of factors or issues that may affect the or issues that may affect the safety of
safety of food in a retail environment food, arising in:
own work activities
the working environment
supplies
products to be sold to customers
6. Be able to contribute to improving food 6.1 Explain the term ‘continuous
safety in a retail environment improvement’ in relation to food safety
6.2 Explain the importance of contributing to
the process of improving food safety
6.3 Present to decision-makers ideas for
improving procedures or processes that
affect food safety
6.4 Implement new or revised procedures
to improve food safety, where authorised
to do so
Additional information about this unit
Glossary
Control measures
Actions required to prevent or eliminate a food safety hazard or reduce it to an acceptable level.
Control point
A step in the food preparation process which can be controlled, but would not result in an
unacceptable health risk if control was not exercised.
Corrective action
A step in the food control or preparation process where a food safety hazard must be dealt
with by preventing it, removing it or reducing it to an acceptable level.
Critical limit
The minimum and maximum limits allowed in order to control a particular task or process.
Something which may cause harm to the consumer and can be:
Putting into practice the policies, procedures, practices, controls and documentation that ensure
that food is safe for consumers.
Procedures
A series of clear steps or instructions on how to do things; rules. Some companies document
their procedures formally in writing, and others simply have procedures that all staff
understand and follow but which are not written down.
Training
Variance
The difference between the planned or standard limits allowed and the actual values monitored.
Verification
Using a selection of methods, procedures and tests to show and confirm that the system is
operating in line with the plan
Credit value: 5
GLH: 24
1. Be able to manage staff to receive and 1.1 Select sufficient staff to prepare for,
check incoming deliveries of goods in a receive and check expected incoming
retail environment deliveries of goods
1.2 Explain to staff, in advance of deliveries
of goods arriving:
what needs to be done to prepare the
receiving area
what needs to happen when the
expected deliveries arrive
1.3 Assess whether the area for receiving
goods has been adequately prepared to
ensure safe and secure unloading of
goods
1.4 Assess whether there is enough storage
space of the right type for the expected
goods
1.5 Ensure that goods are unloaded safely
and securely
1.6 Explain why incoming goods should be
checked against requirements
immediately after unloading
1.7 Ensure that incoming goods are checked
against requirements immediately after
unloading
1.8 Ensure that delivery records are
completed in line with organisational
procedures
1.9 Evaluate records of deliveries of goods
to determine whether each supplier has
met the organisation’s service needs
1.10 Resolve problems with deliveries of
goods in line with organisational
procedures
Credit value: 6
GLH: 27
1. Understand the causes and prevention of 1.1 Explain the causes of stock deterioration,
stock loss within storage systems loss and damage
1.2 Explain how to reduce stock loss within
storage systems
2. Understand the legal and organisational 2.1 Explain the legal and organisational
requirements for storing stock requirements for storing stock, including
health and safety requirements and the
removal of out-of-date stock
3. Be able to organise the use of storage 3.1 Organise storage facilities to take account
facilities in a retail environment of:
day-to-day work
safety requirements
the need to keep stock secure
the need to keep stock in a saleable
condition
3.2 Train staff to use the storage system:
securely
safely
in line with relevant legal requirements
3.3 Assign staff clear roles and responsibilities
for storing and moving stock
3.4 Develop plans to cope with unforeseen
storage problems that take account of
available resources
3.5 Review plans for coping with unforeseen
storage problems
3.6 Revise plans to cope with unforeseen
storage problems, taking account of any
relevant factors
4. Be able to monitor the storage and care of 4.1 Maintain a routine that meets the
stock in a retail environment organisation’s requirements for checking
the quality of storage facilities and stock
4.2 Perform spot checks of storage facilities
and stock
4.3 Train staff to:
identify stock that is out of date or at
risk of deteriorating
deal with stock that is out of date or at
risk of deteriorating in line with legal
requirements and organisational
procedures
4.4 Monitor the storage and movement of
stock to make sure that stock is reaching
the shop floor as it is needed
4.5 Recommend to decision makers ways of
running storage and stock movement
systems more profitably
Additional information about this unit
N/A
Credit value: 6
GLH: 30
1. Understand how the display of goods can 1.1 Explain how different types of display
promote sales help the store to reach its sales targets
1.2 Explain how the way that information is
positioned within displays can help to
promote sales
1.3 Explain how the layout of the selling area
affects sales
2. Understand legal and organisational 2.1 Explain the organisational and legal
requirements for displaying goods requirements for displaying descriptions
and prices of goods
2.2 Explain the organisation’s standards for
putting displays together, including
standards for cleaning and preparation
2.3 Explain the security, health and safety
requirements and procedures relating to
displaying goods
2.4 Explain customers’ legal rights in relation
to the display of goods
3. Be able to organise staff to display goods 3.1 Explain to staff the purpose of the
for retail sale display and the requirements and
standards it must meet, including
standards for health and safety and
security
3.2 Ask staff questions to check their
understanding of the requirements and
standards for the display
3.3 Ensure that staff prepare the display
area:
safely
with the minimum of inconvenience to
customers
Credit value: 9
GLH: 43
1. Be able to monitor payment transaction 1.1 Explain the aims that takings practices
processing in a retail environment and procedures are designed to achieve
1.2 Monitor the way staff process payment
transactions, ensuring they are
processed:
in line with organisational processing
requirements
in ways that attempt to maintain
goodwill
1.3 Perform checks to ensure that
equipment is providing information
concerning payment transactions that is:
up to date
accurate
1.4 Follow organisational procedures to take
action to resolve any instances of:
payment transaction processing not
meeting organisational processing
requirements
payment transactions not being
processed in ways that attempt to
maintain goodwill
out of date or inaccurate information
2. Be able to manage the operation of 2.1 Perform checks to ensure that staff set
payment points in a retail environment up and operate payment points in line
with organisational procedures
2.2 Resolve any operational problems with
payment points when within own
authority to do so
2.3 Monitor the way that payments are
handled, ensuring that staff are following
organisational procedures
2.4 Develop contingency plans to deal with
unexpected problems at payment points
N/A
Unit aim (s) This unit assesses the occupational
competence of individuals who are responsible
for managing the way payments are processed
by staff at point of sale in a retail environment.
Assessment requirements specified by a This unit requires workplace assessment of
sector or regulatory body (if appropriate) occupational competence.
Simulation is not allowed for any performance
evidence within this unit.
Skillsmart Retail's Assessment Principles for
Retail Qualifications can be found on their
website (www.skillsmartretail.com)
Details of the relationship of the unit and N/A
relevant national occupational standards
Credit value: 10
GLH: 47
Credit value: 11
GLH: 50
1. Understand the purpose of loss-control and 1.1 Explain the purpose of loss-control and
stock-taking systems stock-taking systems
2. Be able to monitor own work area security 2.1 Monitor the work area to detect any
in a retail environment problems with security
2.2 Implement security measures in line with:
legislation
organisational requirements
3. Be able to promote security consciousness 3.1 Provide information to colleagues on:
to colleagues responsibilities for maintaining security
maintenance of security in own work
area when opening, operating and
closing the retail unit
those with authority to stop and search
staff and customers
the items most likely to be stolen from
own work area
4. Be able to investigate loss of stock, 4.1 Monitor levels of stock, equipment, cash
equipment, cash and cash equivalents and cash equivalents in line with
organisational procedures to enable loss
to be detected
4.2 Record losses in line with organisational
procedures
4.3 Follow organisational procedures to
investigate the cause of losses
Credit value: 5
GLH: 22
1. Understand the uses of and constraints 1.1 Explain the relationship between staffing
upon the staffing schedules for a retail team schedules and the achievement of work
targets within a retail team
1.2 Explain the factors other than staffing that
may affect progress towards work targets,
and the effect these are likely to have
1.3 Explain what can happen if requirements
are not complied with when drawing up
staffing schedules including:
legal requirements
organisational requirements
contracts of employment
2. Be able to produce staffing schedules for a 2.1 Produce staffing schedules that:
retail team cover all the operational needs that
the team is responsible for meeting
take account of the operational
constraints that apply
take account of the existing skills of
staff
show how work will be allocated
between available staff
show the locations where individuals
will work
show the times when individuals will
start and finish work
comply with relevant laws,
organisational policy relating to
working hours and individual
contracts of employment
attempt to make it easy for team
members to understand and use
include contingency plans to cope
with unusual situations
3. Be able to adjust staffing schedules to take 3.1 Monitor the progress of the team towards
account of changing operational needs and meeting operational needs
constraints 3.2 Adjust staffing schedules where
necessary and possible to ensure that
operational needs can be met
Additional information about this unit
N/A
Credit value: 13
GLH: 60
1. Understand own role in controlling risks to 1.1 Explain own rights and responsibilities
health and safety in a retail environment under current legislation relating to:
health and safety at work
managing health and safety at work
reporting injuries, diseases and
dangerous occurrences
substances that can endanger health
first aid
fire precautions
1.2 Describe sources of information and
advice about health and safety
legislation, policy and procedures
1.3 Explain how to control health and safety
hazards in relation to own role
1.4 Describe methods of containing
threatening and/or violent behaviour
1.5 Explain how to control threatening and/or
violent behaviour
2. Understand own responsibility for 2.1 Explain how people can react in the
implementing accident and emergency event of accidents and emergencies
procedures in a retail environment 2.2 Explain the importance of staying calm in
the event of an accident or emergency
2.3 Describe organisational procedures for
raising alarms
2.4 Explain own responsibilities in relation to
evacuating the workplace in the event of
an accident or emergency
2.5 Describe escape routes from own work
place including how to reach and use
them safely
3. Be able to control risks to health and safety 3.1 Monitor own working area to ensure that:
in a retail environment it is free from risks to health and
safety
colleagues are using any personal
protective equipment in line with
organisational procedures
3.2 Seek advice immediately from the
designated person when having difficulty
controlling a risk to health and safety
3.3 Provide training to colleagues on safe
working practices
3.4 Implement health and safety checks in
line with organisational procedures
4. Be able to conduct risk assessments in a 4.1 Explain why risk assessments are
retail environment necessary in a retail environment
4.2 Conduct risk assessments in such a way
as to detect any significant risks to health
and safety
4.3 Prioritise risks in the order they should be
dealt with
4.4 Record risk assessments in line with
organisational procedures
4.5 Make risk assessment records available
to those who need them
4.6 Review risk assessment procedures to
take account of changes in factors
affecting health and safety
4.7 Update risk assessment procedures as
needed
5. Be able to implement accident and 5.1 Take action in line with organisational
emergency procedures in a retail procedures to prevent injury when
environment emergencies occur in the workplace
5.2 Take action in line with organisational
procedures to prevent damage to
property when emergencies occur in the
workplace
5.3 Take action in line with organisational
procedures to contain potentially unsafe
situations in the work area
5.4 Seek immediate help from an appropriate
source in the event of accidents and
emergencies
5.5 Use safety equipment in the event of
an accident or emergency in line with
the organisation’s and/or
manufacturer’s guidelines
Credit value: 3
GLH: 13
1. Understand the data security risks 1.1 Explain who is authorised to remove
associated with payment point use cash or cash equivalents from payment
points during trading hours
1.2 Explain the data security risks that can
arise at a payment point
2. Be able to monitor and support secure 2.1 Monitor the payment point during trading
payment point use during trading hours hours to ensure that staff are following
organisational procedures for keeping
customers’ personal data confidential
2.2 Authorise payment point transactions
and adjustments in line with
organisational procedures for:
customer service
security
stock control
2.3 Replenish change in payment points in
line with organisational procedures
Additional information about this unit
N/A
Credit value: 5
GLH: 35
Credit value: 5
GLH: 25
1. Be able to plan work for a team 1.1 Agree team objectives with own
manager
1.2 Develop a plan for a team to meet
agreed objectives, taking into account
capacity and capabilities of the team
2. Be able to allocate work across a team 2.1 Discuss team plans with a team
2.2 Agree work allocation and SMART
(Specific, Measurable, Achievable,
Realistic and Time-bound) objectives
with team members
2.3 Agree standard of work required by team
3. Be able to manage team members to 3.1 Support all team members in order to
achieve team objectives achieve team objectives
4. Be able to monitor and evaluate the 4.1 Assess team members’ work against
performance of team members agreed standards and objectives
4.2 Identify and monitor conflict within a
team
4.3 Identify causes for team members not
meeting team objectives
5. Be able to improve the performance of a 5.1 Identify ways of improving team
team performance
5.2 Provide constructive feedback to team
members to improve their performance
5.3 Implement identified ways of improving
team performance
Additional information about this unit
N/A
Level: 3
Credit value: 3
GLH: 10
Level: 3
Credit value: 3
GLH: 20
Credit value: 4
GLH: 20
Credit value: 6
GLH: 40
1. Plan and organise the delivery of reliable 1.1 Plan, prepare and organise everything
customer service they need to deliver services or products
to different types of customers
1.2 Organise what they do to ensure that
they are consistently able to give prompt
attention to your customers
1.3 Reorganise their work to respond to
unexpected additional workloads
2. Review and maintain customer service 2.1 Maintain service delivery during very
delivery busy periods and unusually quiet periods
2.2 Maintain service delivery when systems,
people or resources have let them down
2.3 Consistently meet their customers’
expectations
2.4 Balance the time they take with their
customers with the demands of other
customers seeking their attention
2.5 Respond appropriately to their customers
when customers make comments about
the products or services they are offering
2.6 Alert others to repeated comments made
by their customers
2.7 Take action to improve the reliability of
their service based on customer
comments
2.8 Monitor the action they have taken to
identify improvements in the service they
give to their customers
3. Use recording systems to maintain reliable 3.1 Record and store customer service
customer service information accurately following
organisational guidelines
3.2 Select and retrieve customer service
information that is relevant, sufficient and
in an appropriate format
3.3 Quickly locate information that will help
solve a customer’s query
3.4 Supply accurate customer service
information to others using the most
appropriate method of communication
4. Understand how to organise the delivery of 4.1 Describe organisational procedures for
reliable customer service unexpected situations and their role
within them
4.2 Describe resource implications in times
of staff sickness and holiday periods and
their responsibility at these times
4.3 Explain the importance of having reliable
and fast information for their customers
and their organisation
4.4 Evaluate the organisational procedures
and systems for delivering customer
service
4.5 Identify useful customer feedback and
explain how to decide which feedback
should be acted on
4.6 Describe how to communicate feedback
from customers to others
4.7 Evaluate the organisational procedures
and systems for recording, storing,
retrieving and supplying customer
service information
4.8 Explain the legal and regulatory
requirements regarding the storage of
data
Additional information about this unit
N/A
Unit aim (s) This unit is about how the learner delivers and
maintains excellent and reliable customer
service. The role of the learner may or may
not involve supervisory or management
responsibilities but they are expected to take
some responsibility for the resources and
systems they use which support the service
that they give. In the learner’s job they must
be alert to customer reactions and know how
they can be used to improve the service that
they give. In addition, customer service
information must be recorded to support
reliable service.
Assessment requirements specified by a
Specified in the Customer Service Assessment
sector or regulatory body (if appropriate)
Strategy 2010
Details of the relationship of the unit and
This Unit directly relates to Unit B10 of the
relevant national occupational standards
Customer Service NOS 2010
Credit value: 7
GLH: 47
1. Improve communication with their 1.1 Select and use the best method of
customers communication to meet their customers’
expectations
1.2 Take the initiative to contact their
customers to update them when things
are not going to plan or when they
require further information
1.3 Adapt their communication to respond to
individual customers’ feelings
2. Balance the needs of their customer and 2.1 Meet their customers’ expectations
their organisation within their organisation’s service offer
2.2 Explain the reasons to their customers
sensitively and positively when customer
expectations cannot be met
2.3 Identify alternative solutions for their
customers either within or outside the
organisation
2.4 Identify the costs and benefits of these
solutions to their organisation and to
their customers
2.5 Negotiate and agree solutions with their
customers which satisfy them and are
acceptable to their organisation
2.6 Take action to satisfy their customers
with the agreed solution when balancing
customer needs with those of their
organisation
3. Exceed customer expectations to develop 3.1 Make extra efforts to improve their
the relationship relationship with their customers
3.2 Recognise opportunities to exceed their
customers’ expectations
Credit value: 8
GLH: 53
1. Improve customer service by working with 1.1 Contribute constructive ideas for
others improving customer service
1.2 Identify what they have to do to improve
customer service and confirm this with
others
1.3 Agree with others what they have to do
to improve customer service
1.4 Co-operate with others to improve
customer service
1.5 Keep their commitments made to others
1.6 Make others aware of anything that may
affect plans to improve customer service
2. Monitor their own performance when 2.1 Discuss with others how what they do
improving customer service affects customer service performance
2.2 Identify how the way they work with
others contributes towards improving
customer service
3. Monitor team performance when improving 3.1 Discuss with others how teamwork
customer service affects customer service performance
3.2 Work with others to collect information on
team customer service performance
3.3 Identify with others how customer service
teamwork could be improved
3.4 Take action with others to improve
customer service performance
4. Understand how to work with others to 4.1 Describe who else is involved either
improve customer service directly or indirectly in the delivery of
customer service
4.2 Describe the roles and responsibilities of
others in their organisation
Credit value: 6
GLH: 40
1. Solve immediate customer service problems 1.1 Respond positively to customer service
problems following organisational
guidelines
1.2 Solve customer service problems when
they have sufficient authority
1.3 Work with others to solve customer
service problems
1.4 Keep customers informed of the actions
being taken
1.5 Check with customers that they are
comfortable with the actions being taken
1.6 Solve problems with service systems and
procedures that might affect customers
before customers become aware of them
1.7 Inform managers and colleagues of the
steps taken to solve specific problems
2. Identify repeated customer service problems 2.1 Identify repeated customer service
and options for solving them problems
2.2 Identify the options for dealing with a
repeated customer service problem and
consider the advantages and
disadvantages of each option
2.3 Work with others to select the best option
for solving a repeated customer service
problem, balancing customer
expectations with the needs of the
organisation
3. Take action to avoid the repetition of 3.1 Obtain the approval of somebody with
customer service problems sufficient authority to change
organisational guidelines in order to
reduce the chance of a problem being
repeated
3.2 Action their agreed solution
3.3 Keep their customers informed in a
positive and clear manner of steps being
taken to solve any service problems
3.4 Monitor the changes they have made and
adjust them if appropriate
4. Understand how to monitor and solve 4.1 Describe organisational procedures and
customer service problems systems for dealing with customer
service problems
4.2 Describe the organisational procedures
and systems for identifying repeated
customer service problems
4.3 Explain how the successful resolution of
customer service problems contributes to
customer loyalty with the external
customer and improved working
relationships with service partners or
internal customers
4.4 Explain how to negotiate with and
reassure customers while their problems
are being solved
Additional information about this unit
N/A
Credit value: 7
GLH: 47
1. Plan improvements in customer service 1.1 Gather feedback from customers that will
based on customer feedback help to identify opportunities for customer
service improvement
1.2 Analyse and interpret feedback to identify
opportunities for customer service
improvements and propose changes
1.3 Discuss with others the potential effects
of any proposed changes for their
customers and their organisation
1.4 Negotiate changes in customer service
systems and improvements with
somebody with sufficient authority to
approve trial or full implementation of the
change
Unit aim (s) This unit covers the key competence of the
customer service professional. The learner
must be dedicated to the continuous
improvement of customer service and this
involves organising changes in the way
customer service is delivered over and over
again. The learner will need to identify
potential changes, think through their
consequences and make them work. Above
all, this unit covers the competence of
organising and seeing through change that is
sustainable and is in the spirit of continuous
improvement in customer service.
Assessment requirements specified by a
Specified in the Customer Service Assessment
sector or regulatory body (if appropriate)
Strategy 2010
Details of the relationship of the unit and
This Unit directly relates to Unit D9 of the
relevant national occupational standards
Customer Service NOS 2010