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Internal Customer Care Course Modules

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Outstanding customer care, whether internal or external, is simply good business and providing excellent service to external customers is dependent upon effective internal customer service. Our activities help participants understand the importance of excellent communication and a shared vision to enable everyone to work cooperatively and productively together to achieve common goals.

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A Year in Focus - Review Exercise

Time:
In total we estimate this exercise will take 30 minutes.

Aims:
• This exercise is designed for the start of a team session that reviews the previous year; in particular what went well, what people struggled with and what they learnt from it.

About

Time:
The exercise in this module can be completed in about 25 minutes. In total, allowing for discussion, we recommend allowing about 30 minutes for this module.

Aims:
• This exercise is designed for the start of a team session that reviews the previous year; in particular what went well, what people struggled with and what they learnt from it.

Group Size:
This module can be used with groups of any size.

Useful For:
Everyone.

You'll Need:
• A balloon for each participant. (It’s preferable to have lots of different colours.)
• A whistle or claxon to tell everyone to stop.

Whistles can be purchased from Trainers' Market.

Notes:
You will need a nice (indoor) space for participants to throw their balloons in the air and keep all the balloons airborne.

Larger groups will necessitate a longer running time for the exercise.

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An Alien Challenge - Getting the Questions Right

Time:
In total we estimate this exercise will take 45 minutes.

Aims:
• To demonstrate the importance of asking a mix of open and closed questions to gain a clear and accurate understanding of a situation.

About

Time:
The exercise in this module can be completed in about 35 minutes. In total, allowing for discussion, we recommend allowing about 45 minutes for this module.

Aims:
• To demonstrate the importance of asking a mix of open and closed questions to gain a clear and accurate understanding of a situation.

Group Size:
This module can be used with groups of between 8 and 24 participants.

Useful For:
Staff at all levels.

You'll Need:
• Teams will need to use a phone to communicate with you during this exercise.
• Break out space for each team to prepare their questions without being overheard.
• 4 plain envelopes to place the team briefs into.
• A copy of the Trainer Record Sheet for you.

Notes:
This can be a very useful exercise for sales people, or anyone who needs to select and ask great questions in order to effectively gather information.

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Barriers to Internal Customer Care

Time:
In total we estimate this exercise will take 50 minutes.

Aims:
• To identify the main barriers to internal customer care and ways of reducing or eliminating them.

About

Time:
The exercise in this module will take about 35 minutes to complete. In total, allowing for discussion, we recommend allowing 50 minutes to complete this module.

Aims:
• To identify the main barriers to internal customer care and ways of reducing or eliminating them.

Group Size:
This module is suitable for use with groups of up to 25 participants.

Useful For:
Staff at all levels.

You'll Need:
• Post its, pens and flip chart paper.

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Breaking Out of Our Boxes

Time:
In total we estimate this exercise will take 40 minutes.

Aims:
• To highlight similarities and things that unite a group of people.

About

Time:
The exercise in this module can be completed in about 30 minutes. In total, allowing for discussion, we recommend allowing about 40 minutes for this module.

Aims:
• To highlight similarities and things that unite a group of people.

Group Size:
This module can be used with large groups. Ideally, you'll have enough participants to create at least 3 groups of 6 or more.

Useful For:
Staff at all levels. This activity is designed for very large groups and is particularly well suited to conferences that bring people from different parts of the business together.

You'll Need:
• Nothing other than plenty of space. Ideally, you’ll have enough space to mark out boxes for each group of people to stand in (you’ll need plenty of string to prepare these beforehand) as well as a clear space at the front of the room where participants can congregate.

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CRM - A Plan for Dune Races

Time:
In total we estimate this exercise will take 75 minutes.

Aims:
• To identify approaches and ideas that could be used in a Customer Relationship Management (CRM) strategy.
• To develop a strategy based on the information provided about Dune Races.
• To share ideas and thoughts about what makes an effective CRM strategy.

About

Time:
The exercises in this module will take about 45 minutes to complete. In total, allowing for discussion, we recommend allowing 75 minutes to complete this module.

Aims:
• To identify approaches and ideas that could be used in a Customer Relationship Management (CRM) strategy.
• To develop a strategy based on the information provided about Dune Races.
• To share ideas and thoughts about what makes an effective CRM strategy.

Group Size:
This module is suitable for use with groups of up to 15 participants.

Useful For:
Staff at all levels.

You'll Need:
A small prize for the winning team.

Notes:
This is one of a short series of modules that look at Customer Relationship Management (CRM) as a topic in its own right and is a useful follow on to 'Introducing CRM'.

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Diamond or Glass? - A Customer Service Experience

Time:
In total we estimate this exercise will take 60 minutes.

Aims:
• To illustrate the importance of customer service.
• To demonstrate how low-cost customer service improvements can benefit an organisation's reputation.
• To identify improvements that can be made to customer service within the participants' teams/organisation.

About

Time:
The exercises in this module will take about 40 minutes to complete. In total, allowing for discussion, we recommend allowing 75 minutes to complete this module.

Aims:
• To illustrate the importance of customer service.
• To demonstrate how low-cost customer service improvements can benefit an organisation's reputation.
• To identify improvements that can be made to customer service within the participants' teams/organisation.

Group Size:
This module is suitable for use with groups of up to 15 participants.

Useful For:
Staff at all levels.

You'll Need:
Nothing other than the materials provided.

Notes:
Most of us have stopped in hotels. These powerful exercises use those experiences to demonstrate how little things count when delivering customer service.

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Fight, Flight or Friendship? - Approaches to Managing Conflict

Time:
In total we estimate this exercise will take 135 minutes.

Aims:
• To enable participants to identify different approaches that can be used to manage conflict.
• To explain the advantages and disadvantages of five key approaches used in managing conflict.
• To identify when it is appropriate to use the various approaches.

About

Time:
The exercises in this module will take about 90 minutes to complete. In total, allowing for discussion, we recommend allowing 135 minutes to complete this module.

Aims:
• To enable participants to identify different approaches that can be used to manage conflict.
• To explain the advantages and disadvantages of five key approaches used in managing conflict.
• To identify when it is appropriate to use the various approaches.

Group Size:
This module is suitable for use with groups of up to 15 participants. The exercises work best with groups of ten or fewer.

Useful For:
Staff who need to manage conflict and interpersonal relationships.

You'll Need:
Break-out rooms if possible.

Notes:
It is recommended that you keep the participant group size to ten or fewer for this module.

This module can be used as a stand-alone module or as a follow on to 'The Anatomy of Conflict'.

The module is comprised of two exercises. Depending on your needs these can be run as two separate 'mini-modules'.

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Find Your Team - Work Groups or Teams?

Time:
In total we estimate this exercise will take 20 minutes.

Aims:
• To explore the differences between a team and work group.
• To help participants identify when a team or group is required.

About

Time:
The exercise in this module can be complete within 20 minutes. In total, allowing for discussion, we recommend allowing 90 minutes to complete the module.

Aims:
• To explore the differences between a team and work group.
• To help participants identify when a team or group is required.

Group Size:
This module is suitable for use with most workshop/courses but is not recommended for use where the group has more than 25 participants (e.g., conferences).

Useful For:
Teams, work groups and/or their leaders who wish to explore the current organisation and management of the group.

You'll Need:
Each participant will need a copy of the case study and handout (downloaded from Trainers' Library).

Notes:
Where the intention is to encourage a work group to work together as a team, this module can be usefully followed by the following modules:
• Creating a Shared Vision.
• Achieving a Shared Vision.

It can also be a useful inclusion in any training intervention around remote teamworking.

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Gossip! - An Exercise in Communication

Time:
In total we estimate this exercise will take 45 minutes.

Aims:
• To encourage participants to communicate effectively in order to gather all the information available.
• To encourage participants to think about how they communicate.
• To encourage participants to work co-operatively to solve a shared problem.

About

Time:
The exercise in this module will take about 30 minutes to complete. In total, allowing for discussion, we recommend allowing 45 minutes to complete this module.

Aims:
• To encourage participants to communicate effectively in order to gather all the information available.
• To encourage participants to think about how they communicate.
• To encourage participants to work co-operatively to solve a shared problem.

Group Size:
The optimum number of participants for this exercise is 8, however it can be used with fewer. If you have more than 15 in your group, split them into teams.

Useful For:
Staff at all levels.

You'll Need:
Nothing, other than the materials provided.

Notes:
This communication exercise is based on a logic puzzle.

The optimum number of participants for this exercise is 8. However, we have included additional ‘gossip sheets’ which enable the exercise to be used in groups of up to 15. (If you have more than 15 in your group, split the group in to teams of 8 or more and get each team to complete the exercise separately.) Please note that where there are more than 8 participants in a team some of the ‘gossip’ will be duplicated.

It is possible to use this exercise with groups of fewer than 8 participants, but as all 8 Gossip Sheets must be used it means that some participants would need to be given more than one sheet each.

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Making Continuous Improvement Happen

Time:
In total we estimate this exercise will take 45 minutes.

Aims:
• To identify improvements that can be made.
• To identify things that need to be taken into consideration when planning continuous improvement activities.
• To plan one improvement that can be implemented in the workplace.

About

Time:
The exercises in this module will take about 30 minutes to complete. In total, allowing for discussion, we recommend allowing 45 minutes to complete this module.

Aims:
• To identify improvements that can be made.
• To identify things that need to be taken into consideration when planning continuous improvement activities.
• To plan one improvement that can be implemented in the workplace.

Group Size:
This module is suitable for use with groups of up to 15 participants.

Useful For:
Staff at all levels.

You'll Need:
Nothing other than the materials provided.

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Pitfalls and Trampolines - Customer Service

Time:
In total we estimate this exercise will take 60 minutes.

Aims:
• To encourage discussion about customer service.
• To identify common pitfalls to avoid in relation to customer service.
• To highlight and share best practices for satisfying and delighting customers.

About

Time:
This game can be played in about 30 minutes. In total, allowing for discussion and evaluation, we recommend allowing 60 minutes.

Aims:
• To encourage discussion about customer service.
• To identify common pitfalls to avoid in relation to customer service.
• To highlight and share best practices for satisfying and delighting customers.

Skills and Behaviours Tested:
Customer care, communication skills, teamwork and collaboration, creative thinking and problem solving.

Group Size:
In this exercise participants can play individually, although we recommend they play in pairs/small teams.

Useful For:
Staff at all levels especially those in a customer facing role.

You'll Need:
• A counter for every team.
• Dice.
• A 'Pitfalls and Trampolines' game board and a set of Pitfall cards and Trampoline cards for each game in play.

Complete Game Packs are now available to buy from
Trainers' Market.

Notes:
Pitfalls and Trampolines is a fun board game. It can be used at any point within a training event, but is perhaps most useful as a tool for reviewing key learning points and for sharing knowledge and ideas.

Some of the cards may not be applicable to your participants so, before starting the exercise, review all of the Pitfalls and Trampolines cards and remove any that aren’t relevant.

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Project Planning Part 3 – Communication Plan

Time:
In total we estimate this exercise will take 35 minutes.

Aims:
• To consider issues around communicating your project plan effectively and to create a communication plan.

About

Time:
The exercise in this module can be completed in about 35 minutes. In total, allowing for discussion, we recommend allowing about 70 minutes for this module.

Aims:
• To consider issues around communicating your project plan effectively and to create a communication plan.

Group Size:
This module can be used with groups of up to 25 participants.

Useful For:
Anyone who needs to set up and/or commission and/or manage projects.

You'll Need:
Nothing other than the materials provided.

Notes:
This is the third module in the Project Planning series. The first two modules must be run before this one.

If you are running this on a different date from the first two modules it would be sensible to remind participants to bring their completed project plan, risk analysis and contingency planning documents to this session.

As with the previous sessions, you will probably need several copies of the handout per participant so make sure you have enough printed.

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Remote Rules - Managing or Working in Remote Teams

Time:
In total we estimate this exercise will take 50 minutes.

Aims:
• To explore the background issues that affect remote teams.
• To help participants recognise the challenge of working collaboratively when geographically separated.
• To show the importance of establishing clear guidelines at the start of any project to ensure success.

About

Time:
The exercises in this module take about 30 minutes to complete. In total, allowing for discussion, we recommend allowing 50 minutes to complete this module.

Aims:
• To explore the background issues that affect remote teams.
• To help participants recognise the challenge of working collaboratively when geographically separated.
• To show the importance of establishing clear guidelines at the start of any project to ensure success.

Group Size:
This module is suitable for use with groups of up to 15 participants. We do not recommend it for very large groups.

Useful For:
Those responsible for managing remote teams, and those who currently work, or are about to start working in remote teams. It is particularly well suited to those that are just about to start working remotely.

You'll Need:
At least one set of the Rules for Remote Teams cards (provided). You might like to laminate these so that they can be used again.

Notes:
This is a useful follow on to the icebreaker Working in Remote Teams, which is also available in Trainers' Library.

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The Case for Internal Customer Care

Time:
In total we estimate this exercise will take 45 minutes.

Aims:
• To identify the benefits and dangers of internal customer care programmes.
• To reach agreement on how to define internal customer care as a desirable goal.

About

Time:
The exercise in this module will take about 30 minutes to complete. In total, allowing for discussion, we recommend allowing 45 minutes to complete this module.

Aims:
• To identify the benefits and dangers of internal customer care programmes.
• To reach agreement on how to define internal customer care as a desirable goal.

Group Size:
This module is suitable for use with groups of up to 15 participants.

Useful For:
Staff at all levels.

You'll Need:
Nothing other than the materials provided.

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The Experience of Change - What Does It Feel Like?

Time:
In total we estimate this exercise will take 25 minutes.

Aims:
• To demonstrate the emotions we can experience when going through the process of change and allow participants to explore those feelings in a safe environment.

About

Time:
The exercise in this module can be completed in about 10 minutes. In total, allowing for discussion, we recommend allowing about 25 minutes for this module.

Aims:
• To demonstrate the emotions we can experience when going through the process of change and allow participants to explore those feelings in a safe environment.

Group Size:
This module can be used with groups of almost any size.

Useful For:
Staff at all levels.

You'll Need:
• A short sleeved t-shirt to use in the demonstration.
• A t-shirt for each of your participants. (We suggest asking them to each bring a t-shirt of their own.)
• Flipchart paper and pens.

Notes:
You will need to spend time practising the t-shirt folding yourself prior to running this exercise so that you can demonstrate the technique quickly and effectively. It should only take 15-20 minutes practice.

This website is great to help you to learn the technique: www.wikihow.com/Fold-a-T-Shirt-in-Two-Seconds.

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The Internal Service Chain

Time:
In total we estimate this exercise will take 75 minutes.

Aims:
• To explore the concept of an internal service chain.
• To give participants the opportunity to map an internal service chain and identify critical internal relationships.

About

Time:
The exercise in this module will take about 55 minutes to complete. In total, allowing for discussion, we recommend allowing 75 minutes to complete this module.

Aims:
• To explore the concept of an internal service chain.
• To give participants the opportunity to map an internal service chain and identify critical internal relationships.

Group Size:
This module is suitable for use with groups of up to 25 participants.

Useful For:
Staff at all levels.

You'll Need:
Nothing other than the materials provided.

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The Wheel - The Importance of Teamwork

Time:
In total we estimate this exercise will take 30 minutes.

Aims:
• To demonstrate the importance of teamwork.
• To show how, by working together, we have the potential to achieve more.
• To encourage participants to consider the dangers of an overly competitive workplace culture.

About

Time:
This game can be played in about 10 minutes. In total, allowing for discussion and evaluation, we recommend allowing 30 minutes.

Aims:
• To demonstrate the importance of teamwork.
• To show how, by working together, we have the potential to achieve more.
• To encourage participants to consider the dangers of an overly competitive workplace culture.

Skills and Behaviours Tested:
Teamwork, collaboration, leadership, avoiding assumptions and problem solving.

Group Size:
A minimum of 2 participants are required for this exercise.

Useful For:
Staff at all levels.

You'll Need:
• • A ‘The Wheel’ game board for each team.
• One die and counter for every game board in play.
• Prizes. (For example, a pile of wrapped sweets, or mini chocolate bars.)

If playing the alternative version of the game you’ll need up to a maximum of 8 counters for every game board in play.

Complete Game Packs are now available to buy from
Trainers' Market.

Notes:
This module provides a superb introduction to any training around teamwork and co-operation/collaboration, and has been used successfully with participants at all levels within an organisation, from junior clerical staff to directors. It also provides an ideal introduction to training around the service chain, and internal customer care.

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We Need to Talk - Holding Difficult Conversations

Time:
In total we estimate this exercise will take 130 minutes.

Aims:
• To help participants prepare for and conduct conversations they find difficult.

About

Time:
The exercises in this module can be completed in about 80 minutes. In total, allowing for discussion, we recommend allowing about 130 minutes for this module.

Aims:
• To help participants prepare for and conduct conversations they find difficult.

Group Size:
This module is suitable for use with groups of up to about 25 participants.

Useful For:
Staff at all levels.

You'll Need:
Nothing other than the materials provided.

Notes:
This module helps participants to understand what makes difficult conversations ‘difficult’ and encourages them to think about how they approach such conversations.

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