2014 – 2015
Florida Department of Education
Curriculum Framework 

Program Title:	Call Center Management
Career Cluster:	Marketing, Sales & Service
NOTE: This program has been daggered for deletion with 2013-2014 being the last cohort of students permitted to enroll in the program. After 2013-2014, no new students may be enrolled in this program. Students already enrolled in the program may, at the District’s discretion, continue taking courses in the program until completion.

AS	
CIP Number	1252020702	
Program Type	College Credit	
Standard Length	60 credit hours	
CTSO	College DECA - Delta Epsilon Chi	
SOC Codes (all applicable) 	41-1012 – First-Line Supervisors of Non-Retail Sales Workers	
Targeted Occupation List	http://www.labormarketinfo.com/wec/TargetOccupationList.htm	
Perkins Technical Skill Attainment Inventory	http://www.fldoe.org/workforce/perkins/perkins_resources.asp 	
Statewide Articulation	http://www.fldoe.org/workforce/dwdframe/artic_frame.asp 	

Purpose

The purpose of this framework is to prepare students for employment in the call center management area of customer relationship management (CRM).  Typical occupations are customer services manager, customer services representative, manager of mail and phone sales, etc.  The program is designed to prepare students for employment in the middle management or specialist positions involving customer relationship management activities in all industry areas of Call Center Operations and Management or to provide supplemental training for persons previously or currently employed in these occupations.

The content includes developing CRM Technology policy, analyzing strategic service technology components, financial management of CRM operations and supporting technology, and technology for CRM personnel management.

Instruction is structured to meet the requirements for gainful employment at the managerial-supervisory level in industry areas involving call center management.

This program offers a sequence of courses that provides coherent and rigorous content aligned with challenging academic standards and relevant technical knowledge and skills needed to prepare for further education and careers in the Marketing, Sales and Service career cluster; provides technical skill proficiency, and includes competency-based applied learning that contributes to the academic knowledge, higher-order reasoning and problem-solving skills, work attitudes, general employability skills, technical skills, and occupation-specific skills, and knowledge of all aspects of the Marketing, Sales and Service career cluster. 
Additional Information relevant to this Career and Technical Education (CTE) program is provided at the end of this document.

Program Structure

This program is a planned sequence of instruction consisting of 60 credit hours.

Standards

After successfully completing this program, the student will be able to perform the following:

01.0	Demonstrate human relations skills necessary for success in customer service occupations.
02.0	Demonstrate ability to communicate skillfully.
03.0	Utilize effective techniques and procedures for selling customer services.
04.0	Facilitate customer calls.
05.0	Identify terminology unique to customer service operations.
06.0	Demonstrate employability skills.
07.0	Maintain customer relationships.
08.0	Demonstrate basic math operations relevant to customer relationship management.
09.0	Process customer request.
10.0	Sell products and services.
11.0	Process time-sensitive tasks.
12.0	Participate in personal professional development.
13.0	Maintain call center quality assurance.
14.0	Manage customer service representatives (CSR).
15.0	Coach and develop customer service representatives.
16.0	Manage human resources.
17.0	Provide customer relationship management training.
18.0	Manage staffing needs.
19.0	Understand the importance of management information systems.
20.0	Perform administrative functions.

2014 – 2015
Florida Department of Education
Student Performance Standards

Program Title:	Call Center Management
CIP Numbers:	1252020702
Program Length:	60 credit hours
SOC Code(s):		41-1012

The AS degree requires the inclusion of a minimum of 15 credits of general education coursework according to SACS, and it must be transferable according to Rule 6A-14.030 (2), F.A.C.  At the completion of this program, the student will be able to:	
01.0	Demonstrate human relations skills necessary for success in customer service occupations--The student will be able to:	
01.01	Exhibit acceptable health and grooming habits.	
01.02	Exhibit punctuality, initiative, courtesy, loyalty, and honesty.	
01.03	Use a personality inventory for personal improvement.	
01.04	Exhibit the ability to get along with others.	
01.05	Discuss the importance of human relations.	
01.06	Develop and demonstrate the unique human relations skills needed for successful entry and progress in the customer service sector of marketing occupations.	
01.07	Differentiate between an acceptable and unacceptable code of ethical conduct in business.	
02.0	Demonstrate the ability to communicate skillfully--The student will be able to:	
02.01	Demonstrate effective telephone usage and courtesy.	
02.02	Give oral reports to demonstrate the ability to effectively express oneself before a group.	
02.03	Demonstrate good customer communications through role playing.	
02.04	Understand communication concepts, goals, skills, and criteria.	
02.05	Organize and prepare verbal and visual reports using appropriate media.	
02.06	Prepare different categories/structures of messages.	
03.0	Utilize effective techniques and procedures for selling customer services--The student will be able to:	
03.01	Demonstrate how to increase total sales volume by selling complementary services to the main product(s).	
03.02	Demonstrate a knowledge of current and potential customer services offered by selected marketing organizations.	
03.03	Demonstrate the ability to determine the individual customer's need for specific types of products, support, or customer services.	
03.04	Explain the "value added" concept as it applies to customer services.	
03.05	Explain the concept of "product" as an ingredient in the marketing mix.	
03.06	Explain the relationship of economic utilities and customer services.	
03.07	Develop a written feature-benefit analysis sheet for a specified customer service.	
03.08	Effectively critique a sales demonstration involving customer services.	
04.0	Facilitate customer calls--The student will be able to:	
04.01	Brand incoming calls.	
04.02	Request customer information.	
04.03	Request permission to access customer records.	
04.04	Offer customer assistance.	
05.0	Identify terminology unique to customer services operations--The student will be able to:	
05.01	Identify and define commonly used customer services terms such as credit, adjustments, complaints, and delivery service.	
05.02	Identify and record customer services data using correct terminology.	
06.0	Demonstrate employability skills--The student will be able to:	
06.01	Conduct a job search in the area of customer services.	
06.02	Secure information about customer services jobs.	
06.03	Identify documents that may be required when applying for a job.	
06.04	Complete a personal resume.	
06.05	Complete a job application form correctly.	
06.06	Demonstrate competence in job interview techniques.	
06.07	Identify and demonstrate appropriate responses to criticism from supervisors.	
06.08	Identify and demonstrate acceptable work habits.	
06.09	Demonstrate knowledge of how to make job changes appropriately.	
06.10	Demonstrate acceptable health habits.	
07.0	Maintain customer relationships--The student will be able to:	
07.01	Evaluate customer needs.	
07.02	Organize customer needs.	
07.03	Prioritize customer needs.	
07.04	Ask open-ended questions.	
07.05	Establish connection with customer.	
07.06	Create comfort for customer.	
08.0	Demonstrate basic math operations relevant to customer relationship management--The student will be able to:	
08.01	Perform basic computational operations.	
08.02	Demonstrate correct procedures for handling major types of sales transactions.	
08.03	Calculate price given necessary data.	
08.04	Calculate markup as percentage of cost.	
08.05	Calculate markdowns.	
08.06	Complete an invoice, purchase order, return packing slip.	
08.07	Calculate discount dates, due dates, and amount of payment.	
08.08	Calculate amount of merchandise and supplies to be reordered.	
08.09	Determine total costs, costs per unit, average costs, selling costs, labor costs, and other cost data.	
09.0	Process customer request--The student will be able to:	
09.01	Refer misdirected calls.	
09.02	Assure ownership/control of the call.	
09.03	Respond to customer needs.	
09.04	Review account with customer.	
09.05	Research account issues.	
09.06	Complete job specific forms.	
09.07	Correct problem issues.	
09.08	Place orders for service.	
09.09	Place orders for supplies.	
09.10	Add customer account.	
09.11	Cancel customer account.	
09.12	Prepare customer letters.	
09.13	Process customer information.	
09.14	Order special reports.	
09.15	Follow up with internal or external customers.	
10.0	Sell products and services--The student will be able to:	
10.01	Review accounts for upgrades.	
10.02	Respond to customer cues.	
10.03	Offer need-based products.	
10.04	Confirm customer choice.	
10.05	Close sale.	
11.0	Process time-sensitive tasks--The student will be able to:	
11.01	Consult with internal and external customers.	
11.02	Verify own work.	
11.03	Present proposed settlement.	
11.04	Finalize specified paperwork.	
11.05	Conduct follow up.	
11.06	Close customer sale.	
12.0	Participate in personal professional development--The student will be able to:	
12.01	Solicit performance feedback.	
12.02	Develop coaching skills.	
12.03	Develop team building skills.	
12.04	Develop mentoring relationships.	
12.05	Participate in career path planning.	
12.06	Develop networking relationships.	
12.07	Participate in in-service training.	
12.08	Participate in company special projects.	
12.09	Participate in self-study activities.	
12.10	Participate in professional organizations.	
12.11	Participate in community activities.	
13.0	Maintain call center quality assurance--The student will be able to:	
13.01	Determine team performance goals.	
13.02	Determine individual performance goals.	
13.03	Perform random call monitoring.	
13.04	Provide team performance feedback.	
13.05	Provide individual performance feedback.	
13.06	Provide ongoing training.	
13.07	Coordinate with internal departments.	
13.08	Coordinate with peers.	
13.09	Reviews call quality reports.	
13.10	Reroute call traffic.	
13.11	Review customer correspondence.	
13.12	Review CSR generated correspondence.	
13.13	Resolve customer complaints.	
13.14	Make policy exceptions.	
13.15	Refer policy exceptions.	
13.16	Resolve customer inquiries.	
13.17	Change CSRs schedules.	
13.18	Participate in QA meetings.	
13.19	Administer employee recognition programs.	
14.0	Manage customer service representatives (CSR)--The student will be able to:	
14.01	Participate in hiring process.	
14.02	Provide employee orientation.	
14.03	Provide physical resources.	
14.04	Build supportive relationship.	
14.05	Monitor performance standards.	
14.06	Maintain staff schedule.	
14.07	Monitor adherence to schedule.	
14.08	Reassign job duties as needed.	
14.09	Assure policy and procedure adherence.	
14.10	Schedule time for CSR meetings.	
14.11	Conduct performance appraisals.	
14.12	Facilitate internal department communication.	
14.13	Resolve payroll issues.	
14.14	Handle grievance issues.	
15.0	Coach and develop customer service representatives--The student will be able to:	
15.01	Identify areas for improvement.	
15.02	Conduct one-on-one reviews.	
15.03	Elicit ideas for improvement.	
15.04	Implement performance action plan.	
15.05	Discuss career path planning.	
15.06	Identify professional development resources.	
15.07	Coordinate development with training department.	
15.08	Facilitate team brainstorming.	
15.09	Encourage use of benefits.	
16.0	Manage human resources--The student will be able to:	
16.01	Write a job description for a position in customer services.	
16.02	Develop a training program for customer service employees.	
16.03	Demonstrate how to effectively train individual and groups of employees.	
16.04	Develop personnel policies for employees in a marketing business.	
16.05	Develop a system for evaluating employees.	
16.06	Plan and demonstrate a corrective interview with an employee concerning a selected problem.	
16.07	Develop a recruitment, selection and retention program for employees.	
16.08	Develop an effective compensation plan for employees in customer services.	
17.0	Provide customer relationship management training--The student will be able to:	
17.01	Provide policy and procedure orientation.	
17.02	Identify training needs.	
17.03	Schedule CSR’s for training.	
17.04	Determine employee merit increases.	
17.05	Calibrate employee appraisal scores.	
17.06	Provide interpersonal skills training.	
17.07	Provide reinforcement of skills.	
17.08	Obtain new product or service training.	
17.09	Convey product or service knowledge.	
18.0	Manage staffing needs--The student will be able to:	
18.01	Generate call reports.	
18.02	Analyze call reports.	
18.03	Monitor daily staffing needs.	
18.04	Develop contingency plans.	
18.05	Prepare for scheduled events.	
18.06	Prepare for seasonal events.	
18.07	Respond to unscheduled events.	
18.08	Facilitate staff meetings.	
18.09	Prepare annual staffing report.	
19.0	Understand the importance of management information systems--The student will be able to:	
19.01	Identify relevant management information based on a business' existing records.	
19.02	Identify appropriate information at various management decision making levels.	
19.03	Identify appropriate applications for computer usage.	
20.0	Perform administrative functions--The student will be able to:	
20.01	Analyze operational reports.	
20.02	Respond to internal communications.	
20.03	Generate internal communications.	
20.04	Assess equipment failure.	
20.05	Request equipment repair/replacement.	
20.06	Respond to customer communications.	
20.07	Generate customer communications.	
20.08	Research customer account problems.	
20.09	Resolve customer account problems.	
20.10	Respond to non-customer communications.	
20.11	Approve requests for time off, vacation, leave of absence, etc.	
20.12	Create staff schedule.	
20.13	Schedule staff training.	
20.14	Identify disciplinary needs.	
20.15	Document corrective actions.	
20.16	Prepare incident reports.	
20.17	Provide workers’ compensation information.	
20.18	Validate time records.	
20.19	Maintain attendance records.	
20.20	Prepare payroll records.	
20.21	Maintain personnel records.	
20.22	Participate in grievance process.	
20.23	Assist with promotion requests.	
20.24	Prepare exit interview documentation.	
20.25	Participate in unemployment claims.	
20.26	Complete supply request.	
20.27	Adhere to budget.	
20.28	Assist in writing job descriptions.	
20.29	Prepare meeting agendas.	
20.30	Assist in writing operational procedures.	

Additional Information

Laboratory Activities

Laboratory activities are an integral part of this program.  These activities include instruction in the use of safety procedures, tools, equipment, materials, and processes related to these occupations.  Equipment and supplies should be provided to enhance hands-on experiences for students. 

Special Notes

Distance Learning Products:  There are many distance learning products available to increase the availability of this curriculum to students with diverse needs.  Based on a study conducted by the University of Maryland, these products can be divided into three models.  The following models are not distinct, but can be considered as points on a continuum where control shifts from the faculty at one end, mixed control in the middle and primarily student control at the other end.  Though delivery methods and technologies have been assigned to a certain model for understanding, flexibility of the methodologies allows some overlapping between models depending on the objective of the program.  The products fall under the following three models:

Distributed Classroom – involves interactive telecommunications technologies that extend the classroom from one location to a number of separate locations and typically mixes on site and distant students.  This can include 2-way TV, 1-way video/2-way audio, Interactive TV, video-conferencing or radio broadcast.  

Independent Learning – frees the student from having to be in a certain location at a certain time.  Student has materials and access to faculty.  This model includes audiocassette, print, Internet, and videotape.  

Open Learning – involves the use of printed course material and other media that allow the student to proceed at their own pace.  This can include tele-courses, videotape, multimedia and printed courses. 

Career and Technical Student Organization (CTSO)

College DECA - Delta Epsilon Chi is the appropriate career and technical student organization for providing leadership training and reinforcing specific career and technical skills.  Career and Technical Student Organizations provide activities for students as an integral part of the instruction offered.  The activities of such organizations are defined as part of the curriculum in accordance with Rule 6A-6.065, F.A.C.

Accommodations

Federal and state legislation requires the provision of accommodations for students with disabilities as identified on the secondary student’s Individual Educational Plan (IEP) or 504 plan or postsecondary student’s accommodations’ plan to meet individual needs and ensure equal access.  Postsecondary students with disabilities must self-identify, present documentation, request accommodations if needed, and develop a plan with their counselor and/or instructors.  Accommodations received in postsecondary education may differ from those received in secondary education.  Accommodations change the way the student is instructed.  Students with disabilities may need accommodations in such areas as instructional methods and materials, assignments and assessments, time demands and schedules, learning environment, assistive technology and special communication systems.  Documentation of the accommodations requested and provided should be maintained in a confidential file.

Articulation

To be transferable statewide between institutions, this program must have been reviewed, and a “transfer value” assigned the curriculum content by the appropriate Statewide Course Numbering System discipline committee.  This does not preclude institutions from developing specific articulation agreements with each other. 

For details on articulation agreements which correlate to programs and industry certifications refer to http://www.fldoe.org/workforce/dwdframe/artic_frame.asp .

Program Length

The AS degree requires the inclusion of a minimum of 15 credits of general education coursework according to SACS, and it must be transferable according to Rule 6A-14.030 (2), F.A.C.  The standard length of this program is 60 credit hours according to Rule 6A-14.030, F.A.C.