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Customer Surveys > Identifying Customers
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Identifying Your Customers
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Steps |
Activities |
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1. Develop a customer satisfaction team within the
agency 2. Designate a customer relations representative 3. Begin to discuss how the organization will use the results 4. Begin to communicate the intent of the customer satisfaction assessment to employees and major customers |
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Relate Vision, Mission, |
1. Develop common agreement of organizational
mission, vision, goals, performance history, & needs 2. Identify key strategic areas for work |
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1. Determine what data has been collected 2. Determine systems set up for collecting existing data 3. Collate existing data into easy to use picture |
Define Customer
Groups for Identified Areas |
1. Conduct focus groups for determining
customers 2. Create list of customers to be surveyed/contacted 3. Develop & determine methodology to be used. |
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Prepare |
1. Develop three sets of items- core items, items
customized for area, demographics 2. Pilot & refine items 3. Plan for data collection 4. Train staff if needed |
Reevaluate Strategic Customer
Service Plan |
1. Collect Data 2. Analyze data 3. Understand results in terms of customer service at the operational level 4. Prioritize improvement plans 5. Communicate results inside organization 6. Develop "Compact with Texas’ |
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Preparation of Reports |
1. Inventory of customers 2. Overview of Methodology 3. Process of customer input 4. Results 5. Impact on service operations 6. Next steps |
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