Program: Supervision

  • Sets your supervisors up for success
  • Covers essential topics like performance measurement, coaching, improving motivation and staff retention
  • Includes an introduction to workforce management for supervisors
  • Excellent for both onboarding and ongoing training
  • Created by a team of industry veterans and e-learning professionals
595 learner ratings

Program description

Contact center supervisors need a broad skillset to make their team successful. This self-paced e-learning teaches the fundamental skills every supervisor needs. Essential topics like performance measurement, coaching, increasing morale, retaining call center staff, and tracking KPIs are covered. This program is designed to lay the fundamental groundwork for supervision success. Both new and experienced supervisors can benefit greatly from this comprehensive program.

Who should take this?

  • Anyone that manages and supports frontline staff in a contact center
  • Supervisors, team leaders, team managers, coaches, and call center managers


Self-paced e-learning containing an engaging mix of video, narratives, scenarios, and self-assessments.

A certificate is provided if the mastery exam is passed successfully.

Time to complete

  • 6 months from starting the first module
  • Program contains 13 hours of content
  • The program will remain available for the entire 6 months, even after completion

The following courses are included

1. Performance Management

Effectively Managing and Coaching Frontline Agents

Performance Management

Ask any group of contact center supervisors what their most important tasks are and one answer will generally prevail above all others. Coaching. By effectively managing and coaching performance, supervisors can assist agents with confidence, ensuring they go the extra mile for every single customer.

From measuring agent performance against center expectations, to identifying performance gaps and scrutinizing agent behaviors, this course equips supervisors with the essential skills required to focus their management efforts where they’ll be most effective.

Students will learn how to:

  • Define measurable agent behaviors and performance standards.
  • Measure agent performance and identify any impeding performance gaps.
  • Provide agents with regular, constructive feedback on their performance.
  • Take action on the outcomes of performance meetings and scrutinize the results.
  • Improve and maintain agent motivation to encourage higher service standards.
  • 7 modules
  • 47 min

Included modules and learning aims:

  1. Introduction 03 min

    • Describe what’s involved in an effective Performance Management strategy
    • Explain why an effective Performance Management strategy is essential in your contact center
  2. Defining Behaviors 07 min

    • Described how to define measureable agent behaviors
    • Discussed how each performance standard should be assessed
  3. Measuring Performance 09 min

    • Describe the options for measuring agent performance
    • Identify how often agents should be given feedback on their performance
  4. Investigating Performance Gaps 04 min

    • Identify performance gaps using the SEA model
  5. Performance Review 08 min

    • Describe the best way to conduct a regular performance review meeting with an agent
  6. The Follow-Up 06 min

    • Explain how to take action on the outcomes of the performance meeting
    • Scrutinize the results produced after the performance meeting
    • Increase the motivation levels of your agents to help them peform at higher standards
  7. Course Assessment 10 min

    In this module, we'll test your knowledge of the key learning points from the course. A score of 16 questions, out of a possible 20, is required to pass the assessment.

2. Fundamentals of Coaching

Basics and Fundamentals of Performance Coaching

Fundamentals of Coaching

This e-learning course outlines best practices for coaching call center employees for improved performance. It describes the benefits of coaching, how to set up a coaching session and communicate effectively, and how to deliver consequences that shape performance effectively.

Call center supervisors have multiple opportunities in a variety of settings and situations to communicate with staff about their performance. This course provides recommended practices for doing side-by-side coaching for improved performance, including tips on providing both positive and negative feedback. It teaches techniques to use in counseling and formal review sessions.

Perfect for call center supervisors or team leaders, this e-learning outlines the step-by-step approach to coach problem employees as well as reward good performers. The course also provides several useful tools to use in planning and conducting a coaching or counseling session.

Students will learn to:

  • Identify the differences between monitoring/coaching and coaching/counseling.
  • Describe “best practices” to use in side-by-side coaching.
  • Identify tips on presenting both positive and negative feedback.
  • Outline the steps of applying various feedback methods and when to use each.
  • Identify the steps of a positive discipline plan.
  • 3 modules
  • 51 min

Included modules and learning aims:

  1. Basic Coaching Principles 16 min

    • Explore some facts about coaching in a call center
    • Identify the benefits of effective coaching
    • Review the role of coaching in the performance management process
  2. Communication and Reinforcement Strategies 17 min

    • Define the types of reinforcement and how best to influence performance
    • Identify common mistakes made when providing positive reinforcement
    • Apply the steps of effective communications in the coaching process
  3. Basics of Performance Counselling 18 min

    • Pinpoint situations where counseling is required
    • Avoid excuses not to counsel
    • Outline a four part counseling approach and how to apply it

3. Basics of Call Coaching

Basics for Improving Call Quality

Basics of Call Coaching

This e-learning course focuses on the best practices of call coaching. It teaches the benefits of regularly scheduled coaching session, how to effectively communicate to ensure frontline staff understanding and buy-in, and the techniques for reinforcing desirable behaviors so they will be repeated in future customer interactions.

Call center supervisors have multiple opportunities in a variety of settings and situations to communicate with staff about their call-handling performance.

This course outlines the five-step process for effective call coaching. We begin by an overview of a performance management process and identify where coaching fits into this model. An important part of coaching is reinforcement, and this course reviews the various types of reinforcement and when to use each for best results.

This e-learning also teaches the three distinct techniques for call coaching, each approach adapting to the needs of the frontline agents according to their level of performance as evaluated in the quality monitoring evaluation.

Students will learn to:

  • Identify the benefits of effective coaching.
  • Follow a five step call coaching process.
  • Define the types of reinforcement and how best to influence performance.
  • Identify communication techniques that lead to successful coaching sessions.
  • Coach to celebrate, clarify and correct agent behaviors.
  • 7 modules
  • 62 min

Included modules and learning aims:

  1. Introduction 05 min

    • Recognize the benefits of effective coaching
    • We’ll also preview the overall course content
  2. Prepare for Success 08 min

    • Create a coaching plan that ensures you will be prepared to get the most out of your session
    • Use open-ended questions during coaching
    • Positively reinforce behaviors that we want to see repeated in the future
  3. Techniques for Success 17 min

    • Describe the conversational questioning technique
    • Describe the best practices for listening
    • Tell the difference between natural and created reinforcement
    • Recognize some common reinforcement mistakes
  4. Coaching to Celebrate 06 min

    • Outline the basic steps of performance management and coaching
    • Apply Youing steps for performance gaps in selling behaviors
  5. Coaching to Clarify 07 min

    • Describe the steps to take during a coaching meeting
    • Choose the correct step to clarify improvements an agent should make
  6. Coaching to Correct 07 min

    • Describe the steps to take to correct a poor call during a coaching meeting
  7. Course Assessment 08 min

    In this module, we'll test your knowledge of the key learning points from the course. To score a passing percentage of 80%, you must answer 16 of a possible 20 questions correctly.

4. Motivation Marvels

100 Ways to Improve Motivation and Morale

Motivation Marvels

This e-learning course provides strategies and techniques to help the call center management and supervisory team motivate frontline call center staff. It outlines basic motivational principles, recognition and reward strategies, and many proven techniques for motivating call center staff.

If the frontline staff members aren’t happy, customers won’t be happy. With customer satisfaction depending on the quality of the agent/customer transaction, it’s critical to keep staff for the long term and motivate them to perform well.

This course introduces several different motivational theories and presents dozens of ideas and case studies about what’s working well in other call centers to keep the staff motivated and happy. Students will hear about some creative contests and games to use, as well as pick up some ideas on how to reward individuals and teams for meeting performance goals.

Students will learn to:

  • Identify supervisory strategies for providing guidance and support.
  • Outline the principles of an effective reward and recognition system.
  • Identify the important factors in implementing a new motivational program or contest.
  • Describe the implications of using individual versus team rewards.
  • Identify dozens of new ideas you can implement in your own center for improved performance and retention.
  • 3 modules
  • 71 min

Included modules and learning aims:

  1. Basic Motivation Principles 18 min

    • Examine the basic principles of motivational theory
    • Identify the challenges of motivating call center staff
    • Outline the six primary strategies for motivating staff
  2. Reward and Recognition Strategies 20 min

    • Outline the principles of providing recognition to employees
    • Identify recognition barriers and strategies to ensure that recognition happens consistently
    • Describe the elements of an effective reward system
  3. Other Staff Motivational Strategies 33 min

    • Identify supervisor strategies for providing guidance and support
    • Identify key components of building and motivating teams
    • Describe the importance of a learning environment
    • Describe how fun in the workplace contributes to motivation and list ways to have more of it in the call center

5. Finders Keepers

Proven Strategies for Staff Retention

Finders Keepers

This e-learning course outlines strategies to improve morale and retention of call center staff. It teaches to calculate turnover rates and costs, and will identify fifteen strategies for devising a plan to reduce staff turnover in the call center.

Ask contact center professionals what their top concerns are and staff turnover will likely be at the top of the list. Most would agree that a contact center manager’s biggest challenge these days may be getting and keeping good employees.

This course takes a look at the turnover problem running rampant in today’s centers. We will discuss the main reasons employees leave (as well as the reasons they list for why they stay) and which of these are actually under management’s control. See how to calculate the true cost of turnover in a typical contact center and calculate the costs of turnover in your own center.

Finally, the course provides fifteen proven ideas and tips for how to improve motivation and morale to further employee retention.

Students will learn to:

  • Calculate the hard and soft costs of turnover to the business.
  • Identify the main reasons employees leave and why they stay.
  • Identify specific actions supervisors can take to improve morale and retention for their teams.
  • Describe the key elements of an effective retention program and motivation program.
  • Outline fifteen different strategies for improving morale and retention within a work team.
  • 3 modules
  • 58 min

Included modules and learning aims:

  1. Calculating Turnover Rates and Costs 11 min

    • Calculate the turnover rate for your call center or team
    • Outline the various types of turnover rate calculations
    • Calculate the hard costs of turnover
    • Identify hidden costs of turnover
  2. Retention Strategies - Part 1 27 min

    • Identify the reasons employees leave and stay
    • Describe the supervisor’s role in improving retention and satisfaction
    • Identify key components of a retention plan
  3. Retention Strategies - Part 2 20 min

    • Describe the supervisor’s role in improving retention and satisfaction
    • Identify key components of an effective retention plan

6. Call Center Time Management

Budgeting a Supervisory Day

Call Center Time Management

This e-learning course outlines some basic time management principles and applies them to the challenges of supervising in a call center environment. Hear ways to accomplish the most important call center supervision tasks while minimizing the time-wasters.

Attention, supervisors! Could you use more hours in a day? At the end of the week, are you more likely to feel a sense of accomplishment or frustration at all the things that didn’t get crossed off your to-do list?

We can’t promise more hours in the day, but this course can help organize the time you do have to spend. Being an effective leader means knowing the essential tasks that are most important to company goals, the call center objectives, and what team members need to accomplish. This course outlines the essentials of good time management and sets some guidelines for prioritizing the tasks with the biggest payback for your efforts.

Students will learn to:

  • Describe the importance of time management and what can be gained by managing your day more effectively.
  • Assess where you spend your time and track activities and bad habits that waste your time.
  • Eliminate time-wasters and common distractions in the call center.
  • Prioritize call center tasks and increase productivity with goal-directed activities.
  • Apply best practices of time management for email and desktop activities.
  • 3 modules
  • 63 min

Included modules and learning aims:

  1. Where You Spend Your Time 24 min

    • Learn the importance of effective time management
    • Assess where you spend your time
    • Identify bad habits that steal away your time
  2. Eliminating Time Wasters 16 min

    • Identify three types of procrastination that can prevent you from getting things done
    • Apply techniques to overcome procrastination
    • Calculate time shrinkage to help you account for necessary interruptions in your daily schedule
  3. Managing Tasks, Email and Your Desktop 23 min

    • Prioritize call center tasks and increase productivity with goal-directed activities
    • Organize your work area to reduce time searching and promote productivity
    • Apply time management best practices for email

7. Key Performance Indicators

Managing by the Numbers

Key Performance Indicators

This e-learning course outlines strategies for defining a performance measurement system, including how to identify the top twenty performance measures for your call center. It also teaches how to translate top metrics into effective call center management reports. There are many truths told in the vast array of statistics available today in the call center – and the successful manager or supervisor will be the one that understands how to manage by the numbers and not be overwhelmed by them.

This course provides a useful set of formulas and calculations for understanding the math associated with today’s most common key performance indicators (KPIs). Students will get to know the most common measures of performance and how to calculate and analyze them.

This e-learning will present the “top ten” KPIs and de-mystify the math behind the numbers.

Students will learn to:

  • Identify the most critical KPIs for call center and agent performance.
  • Calculate the service, cost, and productivity implications of staffing decisions.
  • Define the critical KPIs to reflect quality of service as well as service efficiency.
  • Identify the most common math mistakes made in call centers today.
  • Describe how to perform a correlation analysis.
  • 3 modules
  • 79 min

Included modules and learning aims:

  1. Defining a Performance Management System 15 min

    • Define a performance measurement system and its uses
    • Establish a balanced set of performance objectives that align with company business goals
    • Identify objectives and critical measures for each stakeholder group
  2. Identifying Top Performance Metrics 48 min

    • Identify objectives and critical measures for each stakeholder group
    • Define the most common performance measures related to service and quality
    • Define the most common performance measures related to efficiency and profitability
  3. Translating Metrics into Effective Reporting 16 min

    • Review the key performance metrics for call centers
    • Outline the steps of translating call center performance measures into a reporting and analytics plan
    • Describe the options for presenting metrics and results to others in the call center

8. Introduction to WFM

Understanding Call Center Staffing and Scheduling

Introduction to WFM

This e-learning course provides an overview of workforce management for call center supervisors and managers. It outlines the challenges of workforce planning, the detailed steps of forecasting and scheduling, and the important concept of the Power of One in call center staffing.

Workforce management is the process of getting the “just right” number of staff in place every hour to maximize service and minimize cost. This course teaches the implications of getting the numbers wrong, as well as the step-by-step process of effectively forecasting calls, calculating staff requirements, creating staff schedules, and tracking daily service and performance. Hear about the critical tradeoffs between staffing, service, and cost and how each of these tradeoffs affects the final staff count. This e-learning also explains the impact that each and every person can make in terms of achieving service goals for the day.

Students will learn to:

  • Define workforce management and its implications on cost and service.
  • Describe why call center staffing is such a unique kind of problem.
  • Outline the step-by-step process of forecasting calls, calculating staff, and creating workforce schedules.
  • Identify the impact that every single individual has on meeting service goals and balancing workload.
  • Outline ways to improve attendance and schedule adherence.
  • 6 modules
  • 52 min

Included modules and learning aims:

  1. Introduction 06 min

    • You’ll be able to describe the implication of getting Workforce Management wrong
  2. Staffing for Workload 09 min

    • Describe what makes contact center staffing such a unique challenge
    • Calculate workload and how it's distributed
    • Describe what is meant by random call arrivals and the unpredictability of workload
  3. Fundamental Steps of WFM 05 min

    • Describe the basic steps of Workforce Management
    • Explain the input and output of each step
  4. Staffing Challenges 12 min

    • Discuss some of the challenges when considering staffing levels
    • Describe the roles of the supervisor, frontline staff, and the WFM specialist
  5. Power of One 09 min

    • Describe the immediate and long-term value of a customer interaction
    • Outline the three ways agents impact service, efficiency, and cost in the contact center
  6. Course Assessment 08 min

    In this module, we'll test your knowledge of the key learning points from the course. To score a passing percentage of 80%, you must answer 16 of a possible 20 questions correctly.

9. Call Center Supervision Essentials

Essential Skills and Competencies

Call Center Supervision Essentials

This e-learning course outlines the top ten competencies required for call center leaders and supervisors today. Learn what skills and knowledge are needed and how to plan a professional development route that ensures supervisory success.

Being a successful supervisor in a call center requires a unique set of knowledge and skills. Training and experience in another area of the business as a supervisor might equip one with some of the needed competencies, but there are some unique requirements and responsibilities in managing in the call center world.

This course will focus on the challenges and most common supervisory issues in today’s center and how supervisors can equip themselves with the needed skills and knowledge to improve the effectiveness of team members, increase morale and motivation, and create a team environment that maximizes employee satisfaction, performance, and retention.

Students will learn to:

  • Identify the most desirable attributes for today’s call center supervisor.
  • Outline the top ten leadership traits and why they’re important in the call center.
  • Describe the most critical knowledge and skill areas for supervisors.
  • Identify the most common mistakes supervisors make in managing call center teams.
  • 3 modules
  • 85 min

Included modules and learning aims:

  1. Call Center Supervisory Roles 28 min

    • Identify the opportunities and challenges encountered by a new supervisor
    • Outline the competencies and attributes needed to be a successful supervisor
    • Identify the ten traits associated with successful leaders
  2. Required Skills and Knowledge 34 min

    • Identify the fundamental knowledge and skills needed by today’s call center supervisors
    • Describe customer service skills that all supervisors should master
    • Outline the most important coaching skills needed to shape employee performance
    • Describe additional call center knowledge and skills that are unique requirements for the call center
  3. Common Supervisory Challenges 23 min

    • Identify supervisory challenges common to call center operations
    • Describe ways to establish leadership and build trust and credibility with your team
    • Outline ways to prioritize work and make the most of your supervisory time

10. Sales Coaching for Supervisors

Techniques for Maximizing Sales

Sales Coaching for Supervisors

This e-learning course outlines the essential steps and techniques for coaching in a telephone sales center. It teaches how to coach to refine call behaviors that make the most of sales opportunities on every call.

Most sales training courses have a very short-term effect on performance because new skills and capabilities are not consistently applied and reinforced. Training for frontline staff should ideally be accompanied by ongoing sales coaching in order to achieve consistent sales results. However, while many call center supervisors are equipped to coach a basic customer service call, they’re missing some skills for coaching and fine-tuning sales behaviors on a call.

This course will provide the needed skills and techniques to help supervisors guide and direct behaviors to maximize sales success.

Students will learn to:

  • Define sales goals and desirable call behaviors.
  • Identify motivation factors and factors in getting agent buy-in for the sales process.
  • Describe ways to establish and support a selling mindset for calls.
  • Identify gaps in all four stages of a sales call and ways to direct change.
  • Describe strategies for reinforcing successful sales behaviors.
  • 3 modules
  • 83 min

Included modules and learning aims:

  1. Defining Sales Strategies 24 min

    • Outline the components of a sales strategy at all levels of the organization
    • Identify key coaching behaviors for each stage of the sales process
  2. Fundamental Coaching Steps 29 min

    • Outline the basic steps of performance management and coaching
    • Apply coaching steps for performance gaps in selling behaviors
  3. Reinforcing Sales Behaviours 30 min

    • Identify positive coaching strategies for each stage of the coaching process
    • Describe ways to keep call center staff motivated to sell

11. Teamwork Template

Techniques for Building and Managing Teams

Teamwork Template

This e-learning course provides strategies for creating successful call center teams. It teaches how to define team structures and processes, organize successful team meetings, improve team communications, and deal with common team challenges in the call center workplace.

Most call center organizations are built around a team concept. In many centers these teams are no more than a group of people that happen to report to the same person, while in other centers, the team is an empowered, cohesive unit where each team member takes responsibility for the productivity and success of the group.

In this course, supervisors and team managers will see how to create and build a successful team, beginning with team charters and assignments. Team development will be discussed, including how to motivate team members to take on expanded roles and responsibilities.

Students will learn to:

  • Write a team charter to identify the team’s purpose and objectives.
  • Organize a team matrix to outline member responsibilities and roles.
  • Identify new skills that will be needed to be successful as a team member or leader.
  • Describe ways to motivate individuals and the team as a whole.
  • Identify the most effective communications techniques to ensure cohesiveness and productivity.
  • 3 modules
  • 79 min

Included modules and learning aims:

  1. Defining Team Structure and Responsibilities 35 min

    • Identify the role and benefits of teams in the call center environment
    • Write a team charter and organize a team matrix to outline member responsibilities and roles
    • Identify new skills that will be needed to be successful as a team leader or team member
  2. Team Communication Strategies 29 min

    • Review effective communication techniques to ensure cohesiveness and productivity
    • Describe strategies for making the most of team meetings
    • Identify solutions to common communication problems in a team setting
  3. Addressing Common Team Challenges 15 min

    • Identify strategies for team members who are not doing their fair share
    • Identify strategies for dealing with a team member who is critical of the team
    • Identify strategies for a team member who is a bad fit with the rest of the team
    • Identify strategies for a team that is in a performance slump

Mastery Certification: Supervision

After finishing the courses of the program, participants are eligible to take the mastery certification exam. A designation of Mastery Certification from The Call Center School validates and recognizes the learning achievements gained through the program.

Participants who successfully pass the mastery certification can download their certificate and share it directly via social media.

50 questions 50 min

Mastery Certification: Supervision

Pricing options for Supervision

We offer bulk discounts for orders containing 5 or more seats for a program or bundle. Check our pricing options for Supervision below. If you apply for bulk pricing, please contact us to place your order.

1 - 4
$749.00 per seat
5 - 14
$636.65 per seat
15% off
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15 - 29
$524.30 per seat
30% off
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30 - 59
$449.40 per seat
40% off
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60 - 99
$374.50 per seat
50% off
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The Supervision program is designed by call center experts to provide a practical and engaging learning experience. Start today.