| 1 | identify customer service staff development and training needs | 1.1 | identify where customer service could be improved through staff training and development |
| 1.2 | help staff providing customer service to identify their own development and training needs |
| 1.3 | help staff to identify how they learn best |
| 1.4 | agree the types of staff development and training activities that are needed |
| 1.5 | report staff development needs to relevant people in your organisation |
| 2 | organise customer service development and training | 2.1 | agree the aims and objectives of the customer service development and training activities |
| 2.2 | agree the type and style of customer service development and training that are appropriate |
| 2.3 | agree the detailed design of customer service development and training activities |
| 2.4 | organise customer service development and training activities |
| 2.5 | monitor the performance of staff involved in the development and training activities to be sure that learning is put into practice |
| 2.6 | organise additional help and training for staff where this is needed |
| 3 | understand how to plan and organise the development of customer service staff | 3.1 | explain the importance of continuously developing staff that provide customer service |
| 3.2 | describe current objectives and targets that relate to customer service in their area of responsibility |
| 3.3 | identify when development and training could improve customer service performance |
| 3.4 | describe the range of types and styles of development and training and how to select those that are appropriate to customer service, their organisation, and specific training and development needs |
| 3.5 | explain why it is important that they should have an input into the design and delivery of customer service development and training for their staff |
| 3.6 | describe how they can help staff to put into practice what they have learned |
| 3.7 | explain how to assess the impact that development and training has had on customer service performance |
| 3.8 | describe the types of additional support they could provide to staff following development and training |