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logo 1st International Workshop on Bali, Indonesia - January 9 - 15, 2002
Enhancing Training Quality Through Customer Service (QCS-1):  Caring for Clients Before, During and After Training
information note Agenda Participants Materials Briefing and News QCS-1 home

Provisional Agenda for Workshop Sessions, Methods and Learning Activities


Tuesday, June 4, 2002
  18:00 - 20:00 Registration of Participants:
at the QCS-1 Wksp. Secretariat (in Tabanan Room of Radisson Bali Hotel)

Wednesday, June 5, 2002
  07:00 - 08:30 Power Breakfast: Interest Groups Networking & Informal Learning
Venue: Lotus Brasserie Room

  Session 1-1: Opening Session
  08:30 - 09:15
Denpasar Room

Welcome Remarks by Representatives of:
      University of Surabaya (Ubaya):
        Mr. Anton Prijatno
        Rector/President
      World Bank Institute (WBI)/The World Bank:
        Dr. Ronny Adhikarya
        Senior Training Officer, and KULT Program Manager
        Knowledge Networks & Distance Learning Division (WBIKL)

  09:15 - 09:45 Coffee/Tea Break

  09:45 - 11:30 Introduction to Peer Learning: Learning from, and about, each other

  Session 1-1a: Workshop Logistics & Facilities and Administrative Matters
  11:30 - 12:00 Facilitator:
Method:

Mr. Oenardi Lawanto and Mr. Eric Wibisono
Briefing and Plenary Discussion
    This session will provide participants with an overview of workshop venue, discuss the workshop logistical arrangements and orient participants on facilities available for use and administrative matters related to smooth implementation of the workshop. Local workshop organizing officers and Secretariat staff will be introduced.

  12:00 - 13:00 Lunch Break

  Session 1-2: Are Your Training Clients Really Kings & Queens?:
Equity & Fairness Issues in Practice
  13:00 - 14:30 Facilitator:
Method:

Dr. Ronny Adhikarya
Discovery-based & Experiential Learning
    This session will demonstrate, through practical exercises, the needs for treating clients as much as possible in a fair and equitable manner by giving special attention to basic environmental and ergonomics considerations in training which may affect the learning process effectiveness and peer learning dynamism.

  Session 1-3: Workshop Objectives, Proposed Agenda and Working Procedures
  14:30 - 15:30 Facilitator:
Methods:
Dr. Ronny Adhikarya
PowerPoint Presentation & Plenary Discussion
    This session will discuss the workshop rationale and overall objectives. It will provide an overview of the workshop structure, including its specific learning objectives & activities. This session will also highlight the important features, purpose and working procedures of the workshop sessions. Finally, this session will discuss the agenda and schedule for the learning activities of the Workshop.

  15:30 - 16:00 Coffee/Tea Break

  Session 1-4: Briefing on Peer Learning Group (PLG) Discussion & Working Methods
  16:00 - 16:30 Facilitators:
Methods:
Dr. Ronny Adhikarya and Dr. Sanjaya Mishra
Briefing and Participatory Discussion
    This session will discuss the purpose, procedures, and methods of the Peer Learning Groups (PLGs). It will also describe the working mechanisms of the PLGs during this Workshop. The QCS-1 Workshop Online Forum which complements the face-to-face (F2F) and PLG discussion will also be explained.

  Session 1-5: Reflective Thinking & Experience Sharing:
"My Best & Worst Client Service Personal Experience and
My Institution's Customer Care Problems & Challenges"

  16:30 - 18:00 Facilitators:
Methods:
Peer Learning Groups (PLG)' Convenors/Moderators
Storytelling, Reflective Thinking, Peer Learning Circles
    During this session participants will reflect what they consider as the main principles and values of client service and customer care based own their on their own best and worst personal experiences. Based on such experiences they will need to identify and analyze the priority client service problems and customer care challenges faced by their own institutions.

In small Peer Learning Groups (PLGs) (6-8 participants per group), participants will do "reflective thinking" based on the above analysis on Customer Service (CS) issues, and share their personal experiences and their institutions' problems & challenges related to CS.

Each PLG will summarize the best practices and lessons learned from their group members' personal experiences and identify important and relevant generic customer service principles/concepts applicable for training. Each PLG will also need to report during the Plenary Session 2-1 (on the following morning) some preliminary ideas or concepts based on Session 1-5 discussion which the PLG members would like to try out for improving CS in their institutions.

Thursday, June 6, 2002
  07:00 - 08:30 Power Breakfast: Interest Groups Networking & Informal Learning
Venue: Lotus Brasserie Room

  Session 2-1: Diagnostic Thinking & Preliminary Visioning:
"Why Is Customer Service (CS) Critical and
How Can My Institution's Improve Its CS"

  08:30 - 10:00 Facilitators:
Methods:

Peer Learning Groups (PLG)' Convenors/Moderators
PLG Reporting & Advocacy
    In this session, each PLG will report the outcomes of their experience sharing and discussion during the previous Session 1-5. Generic important principles and critical concepts for CS will be identified and elaborated/illustrated with specific real life case experiences. The PLGs will discuss some best & poor practices of client services and customer care in training/educational institutions. Based on their peer learning/discussion and experience sharing, PLG members are also expected to share their preliminary vision as to how they plan to improve the CS of their institutions.

  10:00 - 10:30 Coffee/Tea Break

  Session 2-2: Strategic Capacity Building to Increase Competitiveness of
Training Institutions: A Holistic Conceptual Framework

  10:30 - 12:00 Facilitator:
Methods:
Dr. Ronny Adhikarya
Presentations, Anticipatory Planning and Large Conversation
    This session will challenge participants to take a good hard look at the various forces at work in the larger environment in which training institutions have to operate. Participants will be introduced to various realities of the changing environment, which will affect the sustainability and financial viability of training institutions.

The session provides an opportunity for participants to examine the implications of the changing environment on training institutions and to consider various options or strategies on how to mitigate the "problems" or "threats" faced by training programs and institutions. A holistic conceptual framework for developing strategies for improving the competitiveness of training institutions will be proposed. Innovative approaches and specific strategies in qualitative improvement of learning processes & methods, interactive technology applications, distance learning, niche marketing, as well as customer care and personalized client service will be introduced.

  12:00 - 13:30 Lunch Break & Group Photo

  Session 2-3: Surviving in a Global Competitive Training Market Place:
The Role of Customer Service in Improving Training Quality

  13:30 - 15:00 Facilitator:
Methods:

Dr. Ronny Adhikarya
Peer Sharing and Plenary Discussion
    In this session, participants will have the opportunities to discuss and share the "small, little, details" of training quality improvement efforts that will give a winning competitive edge over the competitors. Offering a "Quality-Plus" training products and services which exceed or surprise the clients' expectations require special efforts and sacrifices in completing the last mile tasks with perfection, perseverance and excellence. Without sincere commitment and untiring efforts of going the extra miles to satisfy fully our clients' needs and wants, it is unlikely that we can have "repeat customers" who will volunteer to serve as our effective "multiplier knowledge champions" and great "sales-agents".

Real life examples and/or actual illustrations from KULT program workshops in providing "Quality-Plus" efforts in terms of the training process, methods, management, marketing, customer care & client service will be identified and discussed.

How about improving quality of the "public service and development role" of a training institution? Should training institutions be concerned with the "digital divide" issues and inequality of the socio-economic benefits gap? These issues will be discussed in relation to creative financing, economics, and entrepreneurship of training/education programs.

  Session 2-4: Customer Service -- Caring for Clients Before, During & After Training:
What, Why and How? -- Learning from Experience & Mistakes
  15:00 - 16:30
(Coffee/tea
will be served)

Facilitators:
Methods:
PLG Moderators & KULT Workshop Organizers
Peer-based learning, case analysis & observations
    During this session, participants will work in their PLGs to identify, analyze and discuss important and useful customer service (CS) activities BEFORE, DURING and AFTER the actual training starts. Participants will also have the opportunity to discuss such Workshop's CS activities with staff members from training institutions which have collaborated in organizing international workshop with the World Bank Institute's Knowledge Utilization through Learning Technologies (KULT) program.

The focus of the discussion during this session will center around what types/kinds of CS activities would not only be useful but also can contribute or enhance the effectiveness of the learning process, and why such services are important. Furthermore. Participants should also discuss and suggest how best to undertake such CS activities based on participants' own practical experiences and demonstrated results.

Each PLG will summarize in the next Plenary Session 2-5 the relevant/salient issues discussed and share the inventory of proposed CS activities BEFORE, DURING and AFTER training, including the reasons why such activities are important.

  Session 2-5: Customer Service -- Caring for Clients Before, During & After Training:
What, Why and How? -- Learning from Experience & Mistakes (Reporting)

  16:30 - 18:00 Facilitators:
Methods:
PLG Moderators & KULT Workshop Organizers
Group Reporting, Plenary Discussion
    Each PLG will summarize relevant/salient issues discussed in the previous Session 2-4, and share the inventory of proposed CS activities BEFORE, DURING and AFTER training, including the reasons why such activities are important.

  Session 2-6: Dinner Reception and Special Presentation:
      Understanding Strategic Marketing of Services:
Prerequisites for Offering Quality Customer Service
    Dinner Sponsored and Hosted by:
      KULT Program - World Bank Institute, The World Bank
  19:00 - 20:30 Dinner at Radisson Bali Hotel
  20:30 - 22:00 Presentation by: Prof. Tomas B. Lopez
Don Demetrio Tuason Professor
Asian Institute of Management (AIM)

Friday, June 7, 2002
  07:00 - 08:30 Power Breakfast: Interest Groups Networking & Informal Learning
Venue: Lotus Brasserie Room

  Session 3-1: Understanding the Needs of Your Key Customers:
The Anchor of Quality Customer Service

  08:30 - 10:00 Facilitator:
Methods:
Prof. Tomas B. Lopez
Case Analysis and Peer Learning
    In this session, participants will be given the base framework for delivering quality customer service. By understanding very well the needs of your key customers, one will be able to design an appropriate service delivery system to address their real needs. Discussion will revolve around developing core service offerings, plus supplementary services that will allow for a greater 'fit' and therefore greater value delivered.

  10:00 - 10:30 Coffee/Tea Break

  Session 3-2: Case Analysis (CAN) Group Discussion:
Understanding the Needs of Your Key Customers:
The Anchor of Quality Customer Service


Learning Case 1:
      The University of Makati: Customer Service as Education
  10:30 - 12:00 Facilitator:
Methods:
Prof. Tomas B. Lopez
Case Analysis and Peer Learning
    In small groups (6-8 participants per group), participants will systematically study and analyze a specific case which illustrates issues that may allow for the application of concepts/tools discussed during the previous session. Based on their experiences, participants will assess and discuss practical applications or adaptation requirements for incorporating generic principles and concepts learned for improving the customer care and client service activities/efforts of their respective training institutions and programs. Participants will discuss the case with other group members to prepare them for a more in-depth discussion of the case with their fellow participants during the plenary session.

  12:00 - 14:00 Lunch Break and Friday Prayers (for Muslims)

  Session 3-3: Case Discussion:
Understanding the Needs of Your Key Customers:
The Anchor of Quality Customer Service


Learning Case 1:
      The University of Makati: Customer Service as Education
  14:00 - 15:30 Facilitator:
Methods:
Prof. Tomas B. Lopez
Case/Plenary Discussion and Journaling
    Participants will discuss a particular case that will allow them to apply the concepts and tools they encountered in the previous sessions. They are encouraged to use their own expertise and experience and engage each other in a productive discussion of how to best deal with the issues presented in the case. Based on the comments and suggestions from their peers during the previous sessions, and through a "reflective thinking" method, participants will then write up the summary of their specific ideas or plans into their daily "Workshop Journal"

  15:30 - 16:00 Coffee/Tea Break

  Session 3-4: "Customer Service as a Tool for Marketing of Training Programs:
Lessons Learned from Inst. of Management Development (IMD)/
American University of Cairo (AUC) Experience"

  16:00 - 17:30 Facilitator:



Methods:
Prof. Dr. Ibrahim Hegazy
Director
Inst. of Management Development (IMD)
American University of Cairo (AUC), Egypt
Presentation and Plenary Discussion
  20:30 - 22:00
(optional)
Open Space:
Interest Groups Discussion: Personal & Institutional Networking Opportunities

Saturday, June 8, 2002
  07:30 - 08:30 Power Breakfast: Interest Groups Networking & Informal Learning
Venue: Lotus Brasserie Room

  08:30 - 18:00 Social and Cultural Tour (optional): A Full-day Sight-seeing Trip
Sponsored by: Orient Express Tours and Travel

Sunday, June 9, 2002
  07:00 - 08:30 Power Breakfast: Interest Groups Networking & Informal Learning
Venue: Lotus Brasserie Room

  Session 4-1: Designing a Service Delivery System: Making Sure All the Pieces Fit
  08:30 - 10:00 Facilitator:
Methods:
Prof. Tomas B. Lopez
Presentations and Plenary Discussion
    Using the theater metaphor, participants will learn to design quality service delivery systems from the customer interface all the way to the backroom operations. Different design techniques will be explained so that the participants can mold ideal service scenarios and avoid service disasters.

  10:00 - 10:30 Coffee/Tea Break

  Session 4-2: Case Analysis (CAN) Group Discussion:
Designing a Service Delivery System: Making Sure All the Pieces Fit


Learning Case 2:
      Enhancing Development Training at the
Philippine Rural Reconstruction Movement

  10:30 -11:45 Facilitator:
Methods:
Prof. Tomas B. Lopez
Case Analysis and Peer Learning
    In small groups (6-8 participants per group), participants will systematically study and analyze a specific case which illustrates issues that may allow for the application of concepts/tools discussed during the previous session. Based on their experiences, participants will need to assess and discuss the practical applications and adaptation requirements for incorporating generic principles and concepts learned for improving the customer care and client service activities/efforts of their respective training institutions and programs. Participants will be asked to discuss the case with their CAN Group to prepare them for a more in-depth discussion of the case with their fellow participants during the plenary session.

  Session 4-3: Case Discussion:
Designing a Service Delivery System: Making Sure All the Pieces Fit


Learning Case 2:
      Enhancing Development Training at the
Philippine Rural Reconstruction Movement

  11:45 - 13:00 Facilitator:
Methods:
Prof. Tomas B. Lopez
Case/Plenary Discussion and Journaling
    In this session, workshop participants are encouraged to present their comments, arguments, analyses, and ideas on the case as part of the "large group conversation" with the rest of the participants. Based on the comments and suggestions from their peers during the previous two sessions, and through a "reflective thinking" method, participants will then write up the summary of their specific ideas or plans into their daily "Workshop Journal".

  13:00 - 14:00 Lunch

  After 14:00 Free Time: Rest, Shopping, Sight-Seeing, etc. (optional)

Monday, June 10, 2002
  07:00 - 08:30 Power Breakfast: Interest Groups Networking & Informal Learning
Venue: Lotus Brasserie Room

  Session 5-1a: Review & Critique of KULT Program Workshops Customer Service Strategies:
Part 1: Case Analysis


Learning Case 3:
      KULT Program Workshops' Customer Service Approaches & Efforts
  08:30 - 10:30 Facilitator:
Methods:
Dr. Ronny Adhikarya
Contents Analysis, Discovery-based Learning, and Peer Learning
    In this session, participants will work in peer learning groups (6-8 participants per group) to identify, review and assess the innovative features and strengths, as well as the weaknesses of the customer care and client service approaches of the World Bank's Knowledge Utilization through Learning Technologies (KULT) Program workshops. Participants will be requested to identify the types of CS offered by KULT workshops by assessing the marketing and other publicity/sales promotional approaches (i.e., brochures, advertisements, websites, etc.) as well as participants own first-hand experience experienced during this QCS-1 Workshop and/or other KULT Workshop(s). Prior to the workshop, participants will be requested to visit and review at least one KULT workshops' websites to identify the workshops' customer care and client service features and strategies.

  10:30 - 11:00 Coffee/Tea Break

  Session 5-1b: Review & Critique of KULT Program Workshops Customer Service Strategies:
Part 2: Group Reporting


Learning Case 3:
      KULT Program Workshops' Customer Service Approaches & Efforts
  11:00 - 12:30 Facilitator:
Methods:
Dr. Ronny Adhikarya
Group Reporting and Large Conversation
    Each PLG will report during this Plenary Session the group consensus generated during the previous session on the generic lessons learned from the KULT workshops' customer care and client service strategies and approaches. Based on comments and suggestions from their peers during the previous sessions, participants will then write up the summary of their specific lessons learned into their daily "Workshop Journal".

  12:30 - 13:30 Lunch

  Session 5-2: Panel Discussion:
Lessons From Actual Experiences -- Highlights of Customer Care Imperatives
in KULT Program Workshops

  13:30 - 15:00 Panelists:









Methods:
KULT Program's Partner Institutions Staff:
Prof. Yoke-Lim Khor (Univ. Science Malaysia)
Mr. Manuel "Jun" Lizardo (ex-staff of Asian Inst. of Management,
     presently with Capwire Telecommunications, Philippines)
Mr. Voravate "Joe" Chonlasin (Asian Inst. of Technology, Thailand)
Prof. Dr. Ibrahim Hegazy (American Univ. in Cairo, Egypt)
Ms. Rosa Abdel Malek (Human Empowerment Center, Egypt)*
Ms. Sandy Lim (Assoc. for Development Finance Inst. for Asia &
     the Pacific)*
(* = participation is to be confirmed)
Mr. Oenardi Lawanto & Mr. Eric Wibisono (Univ. of Surabaya)
Panel Discussion & Experience Sharing

  Session 5-3: Virtual Mentoring & Online Coaching: Dynamics of Interactive Customer Care
  15:00 - 16:30 Facilitator:
Methods:
Dr. Sanjaya Mishra
Presentation and Plenary Discussion
    The session will discuss the theory and practice of online coaching & mentoring as tools for interactive customer care. Issues related to both synchronous and asynchronous technologies would be identified, analyzed and critically examined. "Things to do" and "Things to avoid" in online coaching and virtual mentoring will be outlined. Some of the free tools available for creating infrastructure for virtual mentoring and online coaching shall be demonstrated. A framework for computer mediated communication shall be presented to showcase the usefulness these tools for customer care. The outcome will be better prepared participants for meeting the challenges of online coaching and mentoring.

  16:30 - 17:00 Coffee/Tea Break

  Session 5-4: Customer Care in Training Institutions:
Lessons Learned from the SADC Quality Model
  17:00 - 18:30 Facilitator:
Methods:
Ms. Nina Mapili
Presentation, Plenary Discussion, Mini Exercises
    This session will approach the subject of Quality Customer Service from the standpoint of organizational performance excellence. Discussion will be based on the Southern African Development Community Quality Model (SADC QM), a tool that has been developed on the basis of U.S. and European models designed to help organizations of all sorts - businesses, governments, learning institutions, etc. - anchor a holistic approach to continuous improvement in all of their areas of activity.

Quality customer service cannot be seen as a stand-alone activity. It is interwoven with:

      · the way an organization is lead,
· the way it deals with its employees,
· its approach to its customers in general,
· its processes,
· the way it manages its resources and information
· its relationships with partners and suppliers, etc.
    These interrelationships, and how progress toward international benchmarks can be assessed, will be discussed.

Excerpts of the SADC QM questionnaire will be used in a short exercise. The purpose of the exercise is for participants to learn how to conduct a Self-Assessment of their organization, and create an Action Plan based on these results. A Quality Customer Service Action Plan can be a subset of the organization's overall Action Plan.

  20:30 - 22:00
(optional)
Open Space:
Interest Groups Discussion: Personal & Institutional Networking Opportunities

Tuesday, June 11, 2002
  07:00 - 08:30 Power Breakfast: Interest Groups Networking & Informal Learning
Venue: Lotus Brasserie Room

  Session 6-1: Consolidating & Reviewing Lessons Learned:
Essential and Useful Customer Service Suggestions for
Enhancing Training & Educational Quality & Effectiveness

  08:30 - 12:00 Facilitators:
Methods:
Peer Learning Group Members
Peer Learning, Discussion and Consultations
    All Workshop participants are expected to bring home concrete plans on how to address their present customer service challenges and issues. This session will focus on getting participants to work on a consolidated list of suggested practical ideas and proposed actions they plan to implement in their own institutions based on the principles and concepts learned and discussed during this workshop.

Participants will discuss in their assigned Peer Learning Groups (PLGs) the suggested CS for BEFORE, DURING and AFTER a given training/education program. Each PLG will report to the Plenary Session 6-2 (max. 15 minutes per PLG) their CS suggestions.

  12:00 - 13:00 Lunch Break

  Session 6-2: Consolidating & Reviewing Lessons Learned (Reporting):
Essential and Useful Customer Service Suggestions for
Enhancing Training & Educational Quality & Effectiveness

  13:00 - 14:30 Facilitators:
Methods:
PLG Moderators
Group Reporting and Plenary Discussion
    Each PLG will summarize relevant/salient issues discussed in the previous Session 6-1, and share the suggested CS activities for BEFORE, DURING and AFTER training, including the explanation on the reasons why such activities are important.

  14:30 - 15:00 Completion of End-of-Workshop Assessment: Feed-Back Information Collection

  15:00 - 15:30 Final Remarks from Participants

  15:30 - 16:00 Final Remarks from Workshop Organizers

  16:00 - 16:45 Briefing and Update on:
Membership and benefits of
the International Society for Improving Training Quality (isitQ)

  16:45 - 17:00 Election of 2 (two) QCS-1 Workshop Cohort Representatives to the isitQ

  17:00 - 17:30 Coffee/Tea Break

  19:00 - 22:00 Farewell Dinner & Cultural Entertainment:
Venue: Garuda Wisnu Kencana Cultural Park
Dinner Sponsored and Hosted by:
      University of Surabaya

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