Professional Documents
Culture Documents
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evidence enable a judgement to be made of a learner’s competency.
Assessment information This unit describes the skills and knowledge required to deliver
and scope all aspects of customer service at an introductory level. It
includes creating a relationship with customers, identifying their
needs, delivering services or products and processing customer
feedback.
It applies to individuals who perform a range of routine tasks in
the workplace using a limited range of practical skills and
fundamental knowledge of customer service in a defined
context under direct supervision or with limited individual
responsibility.
The key outcomes are:
Establish contact with customers
Identify customer needs
Deliver service to customers
Record of outcome As you progress through the assessment tasks, your assessor
will use the record of outcome to confirm your performance
and provide relevant advice and feedback.
Resources required The question responses section is the only resource required for
this questioning assessment to be completed.
Reasonable If you are not able to respond to the questions in written form,
adjustment an interview may be used as an alternative approach, if
negotiated with your assessor.
1. Describe two ways that you could greet a customer in a professional and courteous manner?
Hint: What would you say exactly? What body language might you use?
1. Smile and stop what you are doing . "Hello Welcome to K-mart , If you need any help at all,
please don't hesitate to ask.
2. Make eyes contact and friendly and right tone of voice when greeting the customer
" Good Morning , What can i help you today? "
Answer :
3. Describe the personal dress you believe would be appropriate for each of the following roles:
a. office worker
b. warehouse worker
c. builder
B. Warehuse worker : May have to wear overalls or work clothes that can cope with dirt, dust and
moving product around.
C. Builder : Would need to wear overalls, work pants, high visibility top and protective glasses,
gloves , steel capped boots.
4. List six (6) interpersonal skills that help when talking to customers and understanding their
needs.
1. Listening actively to what the customer is communicating. Means listening to customer with the
purpose of gathering information and engaging with the speaker.
2. Providing an opportunity for the customer to confirm their request.
3. Questioning to clarify and confirm customers need.
4. Seeking feedback from the customer to confirm understanding of need.
5. Summarising & paraphrasing to check understanding of customer's message.
6. Using appropriate body language.
3. Do not continue to help people if they tell you that they don't want your help.
4. Be mindful and sensitive to customer's need eg. Customer who use crutches, canes,
walking sticks or just walk slowly.
6. Describe six (6) ways you could develop rapport with a customer?
7. Would open or closed questions be more useful when trying to determine a customer’s
needs? Explain your answer.
Hint: A closed question has a yes or no response. An open question allows the customer to expand their
answer.
Open Question are imore useful when trying to determine a customer's need.
Because open questions will give you greater opportunity to get the information you need to know
form customer that they need , and to then take the conversation further.
4 Resources that organisations can use to identify priorities for service when evaluating customer's
needs as below :
1. Letter of complaint
2. Warranty of insurance claims
3. Contacting the customers
4. Test marketing new products
9a. Customers have different areas and categories of needs, depending on the products and
services. List five (5) basic buying needs.
9b. Describe how you could help the customer choose a product or service, based on the 5
buying needs from Question 9a.
Education the customers to help them select the product that is the best way to fits their
need , if the customers know about a product more it suits them to make a purchase decision.
And each department should be identify personal limitations in addressing customer needs
and seek assistance. Such as : Product knowledge, Technical skills, Complex technical problem
etc.
10b. Name three (3) staff members who could help assist the customer in one of these areas
(refer to Question 10a.
11a. Customers have different needs and wants. List five (5) of the most common customer
expectations.
1. Prompt and attentive sevicef : Most customer expect high level of service that they think is
appropriate for their type of purchase.
2. Price : example : the alternative to price cutting can include 'value adding'.
3. Quality : Customers have expectations of quality and durability.
4. Action : Customers need action when they have a problem or question.
5. Appreciation : Customer need to know that you appreciate their business. or Saying "thankyou"
through words and actions is a good way to start.
2 weeks ago a customer came and asked about new design of sneaker , " when iis the new Jordan
Coming " I gave them all information about the day and the time, included the price will be sales
also.
12. A customer has placed an order for a table. It should be delivered within 3 days. List 3 things
you can do to avoid problems and delays when assisting this customer.
3. To avoid delivery delays, always dispatch order before the public holiday commence.
13. A customer has a complaint that still needs to be resolved. Explain how you will
communicate in a clear, concise and courteous manner to help resolve the issue.
1. Take the time to explain to customer excatly what will happen next.
2. Describle the intended process in stages and steps. Do not use technical jargon and comments
that sound like you do not care.
3. Build confidence with the customer that you really are concerned and will attempt to resolve the
issue as soon as possible.
Example " You can be assured that your email will be forwarded to the correct department and
reviewed immediately for further investigation "
Opportunities that can enchance the quality of services and products are :
1. Packaging options
2. Advice about warrantis, guarantees or support services.
3. Procedures for delivery of goods or sevices.
4. Pricing options.
Scenario question
You work in a computer store that offers ten different types of computers. Each computer has
slightly different specifications and it can be very confusing for customers. Provide one action or
tool that could be put in place to assist customers before they approach you for advice.
15a. List four (4) things a customer could provide negative feedback about?
15b. Choose 1 answer from Question 15a. Describe how you would manage it according to
organisational and legislative requirements?
if a customer complain about a quality of product,I would immediately check product and provide a
replacement product or a refund.
17a. An elderly customer is interested in buying an iPhone 7. List four (4) questions you could
ask them to identify if this phone would be suitable.
17b. As a result of the questions you asked, you realise that this model is not suitable for your
customer. Provide other options and explain their suitability.
19. Provide three (3) steps, according to organisational policies and procedures, which can
support customers to make contact with the relevant services to meet their need.
Instructions Please read each scenario below carefully before answering the
questions. Each scenario relates to a different customer service
situation, which you must address in your responses.
You must complete the scenario questions unassisted by the
assessor, but may refer to reference material as needed.
2. You have taken the initiative and have visited several different stores in the surrounding area
to see how sales people interact with you as a customer. The best way to learn is from others.
From what you have experienced, describe how you would interact with a customer.
a. How would you greet them?
b. What questions would you initially ask them?
c. How could you establish a rapport with a customer in your initial greeting?
4. An elderly lady approaches you in the computer section. “I want to buy a computer for my
grandson”, she says. You know that is a very broad comment especially since the store has over
twenty different types of computer. How can you show respect to the elderly lady?
a. How can you determine what type of computer she is after without making her feel silly for
not having any computer knowledge?
a. What five (5) questions could you immediately ask your customers to narrow down the
choices?
2. With the information you have received from your customers, you are able to identify three
different options.
a. Provide three (3) questions that could you ask the family to determine their priorities so you
are better able to suggest a single choice of fridge freezer.
Scenario 3.
So far, everything has been going well in your sales position. Today you received a phone call
from an unhappy customer: “I ordered a fridge freezer on Monday and you told me that it
would be delivered within seven days. It is Sunday today and it has still not been delivered!”
What you failed to tell the customer is that delivery is within 7 business days, so the weekend is
not included.
a. How would you handle this situation with the customer?
b. What should you do when it comes to Tuesday and the day of delivery?
c. How could you improve your service delivery so this does not happen again?
1. In your enthusiasm to be helpful, you are approaching customers as soon as they walk into
the store. You have received comments such as “Back off”, “I will let you know if I need help”,
“No thanks” and more.
a. What actions could you take based on this feedback?
2. Your supervisor has asked you to record any feedback that you receive personally or
regarding another staff member, service, product or any other area of the business in the
feedback register.
a. Why do you think the supervisor has made a point of stressing the importance of
recording feedback?
3. A customer has asked you for a particular brand of baby monitor. The store does not sell this
brand and you suggest other brands in stock. Unfortunately, the customer only wants that
particular brand.
a. You do know of several other stores that sell this brand. Should you let the customer
know the store names? Why?
Resources required The following resources may be required for this role-play & observation
assessment to be undertaken:
relevant product or service information
workplace service policies and procedures
organisational and legislative documents that relate to the
simulated workplace.
Reasonable If you are unable to undertake the role-play as designed, please speak to
adjustment your assessor.
Observation Checklist
You will be assessed according the following criteria:
active listening
Being honest with the customer to provide any legal and relevant refund policy information.
Identifying and following up opportunities to increase the quality of service and products.
Responding to, and recording all customer feedback according to organisational standards,
policies and procedures.