Online Templates for Call Or Contact Centre Manager

Call Or Contact Centre Manager Templates

Are you in the Call Or Contact Centre Manager role and looking for Customer Service template examples to download? Whether you’re looking for Google Docs templates, Word templates, Notion templates, Airtable templates or even spreadsheet templates for Customer Service, you’re in the right place. We build powerful online templates for Call Or Contact Centre Managers like you so you can save time and money each day. If you’re looking for one of the below templates or would like to discuss having a custom set of sample Customer Service templates created, get in touch to discuss.

Call Or Contact Centre Manager Template Examples

Template Name: Monthly Performance Report
Description: This template is used to track and analyze the performance of the call or contact center on a monthly basis. It includes key metrics such as average call handling time, first call resolution rate, customer satisfaction score, and agent productivity. The template provides a comprehensive overview of the center’s performance, allowing the manager to identify areas of improvement and make data-driven decisions.
Basic Layout: The template consists of multiple sections, each focusing on a specific metric. It includes tables, charts, and graphs to present the data visually. The layout is organized and easy to navigate, with clear headings and subheadings for each section.

Template Name: Staffing Schedule
Description: This template is used to plan and schedule the staffing requirements for the call or contact center each month. It includes information such as shift timings, agent availability, and required staffing levels based on call volume forecasts. The template helps the manager ensure adequate coverage and optimize resource allocation.
Basic Layout: The template typically consists of a calendar view, with each day divided into shifts. It includes columns for agent names, shift start and end times, and any special notes or considerations. The layout is designed to be easily editable, allowing the manager to make adjustments as needed.

Template Name: Training Plan
Description: This template is used to plan and schedule training sessions for call or contact center agents. It includes details such as training topics, dates, and duration. The template helps the manager ensure that agents receive the necessary training to enhance their skills and knowledge.
Basic Layout: The template typically includes a table format, with columns for training topics, dates, duration, and any additional notes. It may also include sections for tracking attendance and evaluating the effectiveness of each training session.

Template Name: Performance Improvement Plan
Description: This template is used when an agent’s performance falls below expectations. It outlines the areas of improvement, specific goals, and action steps to be taken. The template helps the manager provide clear guidance and support to agents in order to help them improve their performance.
Basic Layout: The template usually includes sections for identifying performance gaps, setting goals, outlining action steps, and establishing a timeline for improvement. It may also include a section for documenting regular check-ins and progress updates.

Template Name: Monthly Team Meeting Agenda
Description: This template is used to plan and structure monthly team meetings for the call or contact center. It includes an agenda with topics to be discussed, time allocations, and any necessary materials or presentations. The template helps the manager ensure that team meetings are productive and focused.
Basic Layout: The template typically includes a list of agenda items, with each item assigned a specific time slot. It may also include sections for recording meeting minutes, action items, and follow-up tasks. The layout is designed to be easily readable and organized.

Template Name: Performance Dashboard
Description: This template is used to provide a visual snapshot of the call or contact center’s performance in real-time. It includes key metrics and performance indicators, allowing the manager to monitor performance at a glance. The template helps the manager stay informed and make quick decisions based on real-time data.
Basic Layout: The template usually consists of a dashboard-style layout, with various charts, graphs, and gauges displaying performance metrics. It may include sections for overall performance, agent-specific performance, and comparisons to targets or benchmarks. The layout is designed to be visually appealing and easy to interpret.

Template Name: Monthly Budget Report
Description: This template is used to track and analyze the call or contact center’s budget on a monthly basis. It includes details such as expenses, revenue, and cost per call. The template helps the manager monitor financial performance and make informed decisions regarding resource allocation and cost management.
Basic Layout: The template typically includes tables and charts to present financial data, such as expenses by category, revenue sources, and cost per call trends. It may also include sections for budget variances, explanations, and recommendations. The layout is designed to be clear and concise, allowing for easy analysis of financial information