Pearson EDI · Level 3
Pearson EDI Level 3 NVQ in Contact Centre Professionals
You don’t just earn this. You learn to use it, one-to-one, on your own real work.
- LevelLevel 3
- Total credits4
- Guided learning80 hours
- Units in this qualification120
Awarded by Pearson EDI · on the Ofqual register
What you’ll learn
What each unit actually teaches you to do
Aimed at contact centre professionals, this Level 3 NVQ allows candidates to demonstrate advanced skills in the sector. It covers areas such as staff resource planning, direct selling, and the application of spreadsheet software.
These are the units Pearson EDI registers against this qualification. It is a catalogue, not a syllabus. Which of them you take depends on the combination the qualification requires, and that is set by the awarding body rather than by us. Every unit here is regulated, and every one you earn is yours to keep.
Agree learning programmes with learners 3Real unit · Pearson EDI
What you'll be able to do
- Understand the principles of learning programmes and their purpose
- Assess learner needs and identify their learning requirements
- Agree learning goals with learners that are realistic and achievable
- Develop a learning plan that meets the learner's needs and goals
- Understand different learning styles and how to adapt learning programmes accordingly
Carry out quality audits 3Real unit · Pearson EDI
What you'll be able to do
- Understand the principles of quality auditing, including its purpose, scope, and methodology.
- Plan a quality audit, including defining the objectives, scope, and criteria.
- Conduct a quality audit, including gathering evidence, analysing data, and identifying non-conformities.
- Report on audit findings, including summarising the key issues and providing recommendations.
- Recommend improvements to address the audit findings and enhance quality.
Chair and participate in meetings 4Real unit · Pearson EDI
What you'll be able to do
- Understand the purpose of meetings and their role in communication and decision-making
- Know the standard procedures for conducting meetings effectively
- Chair meetings effectively, ensuring they are focused and productive
- Participate constructively in meetings, contributing ideas and insights
- Manage meeting discussions to ensure all participants have a chance to speak and that decisions are reached efficiently
- Record meeting outcomes accurately and comprehensively
Co-ordinate, monitor and control project schedules 4Real unit · Pearson EDI
What you'll be able to do
- Understand various project scheduling techniques and methodologies
- Create project schedules that outline tasks, timelines, and resources
- Co-ordinate project activities to ensure smooth progress
- Monitor project progress against the schedule and identify potential delays
- Control project schedules by taking corrective actions to address deviations
- Report on project schedule performance to stakeholders
Contact centre systems and technology 1Real unit · Pearson EDI
What you'll be able to do
- Understand different types of contact centre systems, including telephone systems, email systems, and chat platforms.
- Use basic contact centre technology, such as headsets, computers, and software applications.
- Follow instructions for using systems to perform tasks such as answering calls, transferring calls, and recording messages.
- Understand the importance of data security in protecting customer information and maintaining confidentiality.
Contact centre systems and technology 2Real unit · Pearson EDI
What you'll be able to do
- Understand the different types of contact centre systems used in the industry
- Use contact centre technology, including software and hardware
- Operate contact centre systems effectively to perform required tasks
- Troubleshoot basic system issues to ensure smooth operation
- Understand data security protocols and procedures in contact centres
Contact centre systems and technology 3Real unit · Pearson EDI
What you'll be able to do
- Understand different contact centre systems and technology, including call routing systems, CRM software, and knowledge bases.
- Know how systems support contact centre operations, such as handling inbound and outbound calls, managing customer interactions, and tracking performance metrics.
- Use contact centre systems effectively to perform tasks such as answering calls, logging customer information, and resolving issues.
- Understand data security and compliance requirements related to the use of contact centre systems.
- Troubleshoot common system issues, such as login problems, software glitches, and network connectivity problems.
Contact centre systems and technology 4Real unit · Pearson EDI
What you'll be able to do
- Understand advanced contact centre systems and their functionalities
- Configure contact centre technology to meet specific business needs
- Manage contact centre systems to ensure optimal performance and reliability
- Analyse system performance data to identify areas for improvement
- Implement new technologies to enhance contact centre operations
Contact centre systems and technology 5Real unit · Pearson EDI
What you'll be able to do
- Understand the range of systems and technology used in contact centres
- Know the functions of different systems and how they contribute to contact centre operations
- Evaluate the performance of contact centre systems against defined criteria
- Identify potential improvements to contact centre systems and technology
- Understand data security and compliance requirements related to contact centre systems
Contribute to improvements at work 4Real unit · Pearson EDI
What you'll be able to do
- Understand the importance of continuous improvement in enhancing workplace efficiency and effectiveness.
- Identify areas for improvement in work processes, procedures, and systems.
- Contribute ideas for improvement, suggesting practical solutions to address identified issues.
- Participate in improvement activities, such as brainstorming sessions, problem-solving teams, and pilot projects.
- Evaluate the impact of improvements, assessing their effectiveness in achieving desired outcomes.
Contribute to the development of teams and individuals 3Real unit · Pearson EDI
What you'll be able to do
- Understand team development principles and their importance in achieving organisational goals
- Support individual development within a team context, considering different learning needs
- Contribute effectively to team goals through collaboration and communication
- Provide constructive feedback to team members to support their development and improve performance
- Understand different learning styles and how they impact team dynamics and individual development
Contribute to the selection of personnel for activities 3Real unit · Pearson EDI
What you'll be able to do
- Understand the key stages of the personnel selection process
- Know the relevant legal requirements for personnel selection
- Contribute to the development of accurate job descriptions
- Participate effectively in interviews
- Evaluate candidate suitability based on defined criteria
Control hand-over of responsibility for the project 4Real unit · Pearson EDI
What you'll be able to do
- Understand the established process for the hand-over of responsibility for a project.
- Know the importance of clear and concise communication during the hand-over process.
- Accurately document hand-over procedures, ensuring all relevant information is recorded.
- Proactively manage risks that may arise during the hand-over process, implementing appropriate mitigation strategies.
Customer care 1Real unit · Pearson EDI
What you'll be able to do
- Understand the importance of providing excellent customer care
- Communicate effectively with customers using different methods
- Respond to customer enquiries in a timely and professional manner
- Resolve customer problems efficiently and effectively
- Understand customer needs and expectations to provide appropriate solutions
Customer care 2Real unit · Pearson EDI
What you'll be able to do
- Understand the principles of customer care and its importance
- Communicate effectively with customers in a professional manner
- Handle customer enquiries efficiently and accurately
- Deal with customer complaints calmly and resolve issues effectively
- Understand customer service standards and expectations
Customer care 3Real unit · Pearson EDI
What you'll be able to do
- Understand the core principles of customer care and their importance
- Communicate effectively with customers using different methods
- Handle customer enquiries in a professional and helpful manner
- Deal with customer complaints effectively and resolve issues
- Understand organisational procedures for providing excellent customer care
Customer care 4Real unit · Pearson EDI
What you'll be able to do
- Understand the core principles of customer care and service excellence
- Manage customer expectations effectively to ensure satisfaction
- Handle customer complaints professionally and resolve issues effectively
- Build positive customer relationships through effective communication and rapport
- Understand the importance of customer feedback for service improvement
Customer care 5Real unit · Pearson EDI
What you'll be able to do
- Understand the fundamental principles that underpin effective customer care practices
- Effectively manage customer expectations to ensure satisfaction
- Resolve complex customer issues in a professional and timely manner
- Evaluate different customer care strategies to determine their effectiveness
- Analyse customer feedback to identify areas for service improvement
Database software 1Real unit · Pearson EDI
What you'll be able to do
- Understand the basic principles and terminology of database software
- Enter data accurately into a database table
- Search for specific data within a database using simple queries
- Create simple reports to summarise and present data from a database
- Understand the purpose and benefits of using a database for data management
Database software 2Real unit · Pearson EDI
What you'll be able to do
- Understand fundamental database concepts, including tables, fields, and relationships
- Use database software to manage and manipulate data
- Create new databases and modify existing database structures
- Extract relevant information from databases using queries and reports
Database software 3Real unit · Pearson EDI
What you'll be able to do
- Understand fundamental database software concepts, including data structures and relationships
- Create and manage databases using appropriate software tools
- Query and retrieve data from a database using appropriate query languages
- Know the key principles of database security, including access control and data encryption
- Design database tables, defining fields and relationships to meet specific data storage requirements
Deal with poor performance in your team 4Real unit · Pearson EDI
What you'll be able to do
- Understand the underlying causes of poor performance within a team
- Address poor performance issues in a constructive and effective manner
- Implement performance improvement plans to support team members
- Monitor performance against agreed targets and provide feedback
Delegate work to others 5Real unit · Pearson EDI
What you'll be able to do
- Understand the principles of delegation and its benefits for both the individual and the organisation
- Select appropriate tasks for delegation based on individual skills and development needs
- Delegate tasks effectively, providing clear instructions and expectations
- Provide support and guidance to individuals undertaking delegated tasks
- Monitor delegated tasks to ensure they are completed to the required standard and within the agreed timeframe
- Provide feedback on delegated work, recognising achievements and identifying areas for improvement
Determine the effective use of resources 5Real unit · Pearson EDI
What you'll be able to do
- Understand the fundamental principles of resource management, including planning, allocation, and monitoring
- Determine the resource requirements for a specific task or project, considering factors such as time, budget, and skills
- Allocate resources effectively to meet project needs, taking into account priorities and constraints
- Monitor resource usage to ensure that resources are being used efficiently and effectively
- Optimise resource utilisation by identifying and implementing improvements to resource management processes
Develop a detailed schedule for the project 4Real unit · Pearson EDI
What you'll be able to do
- Develop a detailed project schedule that outlines all necessary tasks and timelines
- Identify all tasks required to complete the project successfully
- Allocate appropriate resources, including personnel and materials, to each project task
- Monitor project progress against the schedule and identify any deviations
- Manage project risks by identifying potential issues and implementing mitigation strategies
Develop operational objectives for the project 4Real unit · Pearson EDI
What you'll be able to do
- Understand the strategic objectives of the project and their importance
- Develop operational objectives that support the project's strategic goals
- Align operational objectives with the overall project goals and objectives
- Document operational objectives clearly and concisely
- Understand the importance of setting measurable objectives to track progress and success
Develop outline programmes or schedules for projects 5Real unit · Pearson EDI
What you'll be able to do
- Understand different project planning methodologies and their application
- Define the scope of a project clearly and concisely
- Develop project schedules that outline key tasks and timelines
- Identify the resource requirements needed for successful project completion
- Manage project risks by identifying potential issues and implementing mitigation strategies
Develop personal and organisational effectiveness 1Real unit · Pearson EDI
What you'll be able to do
- Understand the principles of personal effectiveness
- Understand the principles of organisational effectiveness
- Manage own time effectively to meet deadlines
- Communicate effectively with others
- Contribute to the achievement of team goals
Develop personal and organisational effectiveness 2Real unit · Pearson EDI
What you'll be able to do
- Understand various techniques for improving personal effectiveness
- Know the principles of organisational effectiveness and how they apply to the workplace
- Manage time effectively to meet deadlines and achieve goals
- Prioritise tasks based on their importance and urgency
- Contribute to the achievement of organisational goals through effective work practices
Develop personal and organisational effectiveness 3Real unit · Pearson EDI
What you'll be able to do
- Understand the principles of personal effectiveness and self-management
- Understand the principles of organisational effectiveness and how individuals contribute
- Manage own workload effectively to meet deadlines and targets
- Communicate effectively with colleagues and stakeholders
- Contribute to team goals through collaboration and support
- Identify areas for personal development and improvement
Develop personal and organisational effectiveness 4Real unit · Pearson EDI
What you'll be able to do
- Understand the principles of personal effectiveness and self-management
- Understand the principles of organisational effectiveness and how individuals contribute
- Manage time effectively using planning and prioritisation techniques
- Prioritise tasks based on importance and urgency
- Contribute to organisational goals through effective teamwork and communication
- Develop personal skills through reflection and continuous learning
Develop strategic objectives for the project 5Real unit · Pearson EDI
What you'll be able to do
- Understand strategic planning processes within an organisation
- Analyse the current project environment, including strengths, weaknesses, opportunities, and threats
- Define clear and measurable strategic objectives for the project
- Develop a comprehensive strategic plan to achieve the defined objectives
- Communicate strategic objectives effectively to stakeholders
Develop teams and individuals to enhance performance 4Real unit · Pearson EDI
What you'll be able to do
- Understand the fundamental principles of team and individual development within an organisation
- Assess the development needs of teams and individual team members
- Develop teams and individuals through appropriate training and support
- Evaluate the impact of development activities on team and individual performance
Develop training sessions 3Real unit · Pearson EDI
What you'll be able to do
- Understand different learning styles and individual training needs
- Structure training sessions to maximise learning outcomes
- Develop appropriate training materials to support learning
- Deliver training sessions in an engaging and effective manner
- Evaluate the effectiveness of training delivered and identify areas for improvement
Direct selling and customer acquisition in contact centres 1Real unit · Pearson EDI
What you'll be able to do
- Understand various direct selling techniques used in contact centres
- Acquire new customers effectively within a contact centre environment
- Follow legal and ethical guidelines when engaging in direct selling activities
- Understand customer needs and expectations in order to tailor direct selling approaches
Direct selling and customer acquisition in contact centres 2Real unit · Pearson EDI
What you'll be able to do
- Understand the principles of direct selling, including its purpose, benefits, and challenges.
- Identify potential customers through market research and lead generation techniques.
- Use effective sales techniques, such as building rapport, presenting product benefits, and handling objections.
- Acquire new customers through direct selling activities, meeting sales targets and contributing to business growth.
- Understand customer relationship management (CRM) principles and how they apply to direct selling.
Direct selling and customer acquisition in contact centres 3Real unit · Pearson EDI
What you'll be able to do
- Understand the principles of direct selling, including its purpose, benefits, and challenges.
- Identify potential customers through market research and lead generation techniques.
- Use effective sales techniques, such as building rapport, presenting product benefits, and handling objections.
- Acquire new customers through direct selling activities, meeting sales targets and contributing to business growth.
- Understand legal and ethical requirements for direct selling, including consumer protection laws and industry codes of conduct.
Direct selling and customer acquisition in contact centres 4Real unit · Pearson EDI
What you'll be able to do
- Understand various direct selling techniques used in contact centres
- Understand different customer acquisition strategies employed in contact centres
- Apply direct selling techniques effectively to generate sales
- Acquire new customers through various acquisition strategies
- Manage customer relationships to ensure customer satisfaction and retention
Direct selling and customer acquisition in contact centres 5Real unit · Pearson EDI
What you'll be able to do
- Understand various direct selling techniques used in contact centres
- Identify potential customers through targeted marketing and lead generation activities
- Present products and services effectively to potential customers, highlighting their benefits
- Handle objections and close sales, using persuasive communication skills
- Understand customer acquisition strategies and their impact on business growth
- Evaluate sales performance against targets and identify areas for improvement
E-mail 1Real unit · Pearson EDI
What you'll be able to do
- Send emails to specified recipients
- Receive emails from senders
- Manage email contacts within an email application
- Understand the importance of email safety and security measures
- Organise emails using folders or other methods
E-mail 2Real unit · Pearson EDI
What you'll be able to do
- Understand the core functions of email software and systems
- Compose clear and concise emails for different purposes
- Send emails to specified recipients, including attachments
- Receive and read emails, and manage the inbox effectively, including deleting and archiving messages
E-mail 3Real unit · Pearson EDI
What you'll be able to do
- Understand email protocols and their functions
- Send and receive emails using appropriate software and devices
- Manage email accounts effectively, including organisation and filtering
- Know email security best practices to protect against threats
- Use email features such as attachments, signatures, and out-of-office replies
Enable group learning 3Real unit · Pearson EDI
What you'll be able to do
- Understand the principles of group learning, including its benefits, challenges, and different approaches.
- Plan group learning activities, considering learning objectives, group size, and available resources.
- Facilitate group discussions, encouraging participation, managing conflict, and summarising key points.
- Support individual learners within a group, providing guidance, encouragement, and addressing individual learning needs.
- Evaluate the effectiveness of group learning, assessing learner progress, gathering feedback, and identifying areas for improvement.
Enable individual learning through coaching 3Real unit · Pearson EDI
What you'll be able to do
- Understand the core principles of coaching as a learning method
- Know different coaching techniques and their applications
- Plan a structured and effective coaching session
- Deliver effective coaching to support individual learning
- Evaluate the effectiveness of coaching interventions
Enable learning through demonstrations and instruction 3Real unit · Pearson EDI
What you'll be able to do
- Understand different demonstration techniques
- Plan demonstrations effectively
- Deliver effective demonstrations to learners
- Provide clear instruction to learners
- Adapt instruction to meet individual learner needs
Enable learning through presentations 3Real unit · Pearson EDI
What you'll be able to do
- Understand principles of effective presentations, including audience engagement and clear communication
- Plan a presentation, including defining objectives, structuring content, and selecting appropriate materials
- Deliver engaging presentations using appropriate techniques to capture and maintain audience interest
- Use visual aids effectively to enhance understanding and support key messages
- Evaluate presentation effectiveness based on audience feedback and achievement of objectives
Ensure the completion of project activities 4Real unit · Pearson EDI
What you'll be able to do
- Understand the specific criteria that define successful project completion.
- Effectively monitor project progress against established timelines and milestones.
- Identify and resolve issues that may impede project completion, escalating where necessary.
- Accurately document all aspects of project completion, including final deliverables and outcomes.
- Understand the importance of maintaining clear and consistent communication with stakeholders throughout the project completion phase.
Evaluate projects 5Real unit · Pearson EDI
What you'll be able to do
- Understand different project evaluation methodologies and their application
- Collect relevant project data to support the evaluation process
- Analyse project performance against defined objectives and key performance indicators
- Identify areas for improvement based on the project evaluation findings
- Present project evaluation findings in a clear and concise manner
Facilitate meetings 3Real unit · Pearson EDI
What you'll be able to do
- Understand the purpose of different types of meetings, such as team meetings, project meetings, and performance reviews.
- Plan and prepare for meetings, including setting objectives, creating agendas, and distributing relevant materials.
- Facilitate meetings effectively, ensuring that all participants have the opportunity to contribute and that discussions remain focused.
- Manage meeting dynamics, addressing conflicts, encouraging participation, and maintaining a positive atmosphere.
- Record meeting outcomes, including key decisions, action items, and follow-up tasks.
General uses of IT 1Real unit · Pearson EDI
What you'll be able to do
- Understand basic IT concepts and terminology
- Know common IT applications and their uses
- Use IT for communication purposes
- Use IT to find and access information
General uses of IT 2Real unit · Pearson EDI
What you'll be able to do
- Understand common IT applications and their uses in different contexts.
- Use IT to communicate effectively with others, using appropriate methods and tools.
- Use IT to handle information, including storing, retrieving, and manipulating data.
- Maintain IT equipment to ensure it is working properly and safely.
General uses of IT 3Real unit · Pearson EDI
What you'll be able to do
- Understand general uses of IT in everyday life and work
- Use IT for communication purposes
- Use IT for information retrieval and research
- Use IT for data storage and management
- Understand IT security risks and how to mitigate them
Health and safety in ICT and contact centres 1Real unit · Pearson EDI
What you'll be able to do
- Understand basic health and safety requirements in the workplace
- Know common hazards present in ICT environments
- Identify potential risks in contact centre environments
- Know emergency procedures to follow in case of accidents or incidents
- Report health and safety concerns to the appropriate personnel
Health and safety in ICT and contact centres 3Real unit · Pearson EDI
What you'll be able to do
- Understand relevant health and safety legislation applicable to ICT and contact centres
- Know common hazards present in ICT and contact centre environments
- Follow established emergency procedures in ICT and contact centres
- Report health and safety concerns according to organisational procedures
Health and safety in ICT and contact centres 4Real unit · Pearson EDI
What you'll be able to do
- Understand the relevant health and safety legislation and regulations applicable to ICT and contact centre environments
- Know the potential hazards present in ICT and contact centre environments, including ergonomic risks, electrical hazards, and fire risks
- Implement established health and safety procedures to minimise risks and ensure a safe working environment
- Respond effectively to emergencies in ICT and contact centre environments, following established protocols
- Understand the principles of risk assessment and how to identify, evaluate, and control workplace hazards
Health and safety in ICT and contact centres 5Real unit · Pearson EDI
What you'll be able to do
- Understand relevant health and safety legislation applicable to ICT and contact centres
- Know the common hazards and risks present in ICT and contact centre environments
- Implement health and safety procedures to minimise risks in the workplace
- Respond appropriately to health and safety incidents that occur
- Understand the principles of risk assessment and its application in ICT and contact centres
Identify and evaluate options for the project 5Real unit · Pearson EDI
What you'll be able to do
- Understand project option identification methods and techniques
- Identify a range of potential project options that meet specified objectives
- Evaluate project options against defined criteria and constraints
- Understand risk assessment techniques used in project evaluation
- Assess the feasibility of project options in terms of resources and timescales
- Document the option evaluation process and justify recommendations
Identify individual learning aims and programmes 3Real unit · Pearson EDI
What you'll be able to do
- Identify individual learning aims based on needs and aspirations
- Develop individual learning programmes that align with identified aims
- Agree learning aims and programmes with individuals, ensuring their understanding and commitment
- Monitor progress towards learning aims, providing feedback and support as needed
Identify perceived risks and evaluate options for their control 4Real unit · Pearson EDI
What you'll be able to do
- Understand the nature of perceived risks in a given context
- Know different methods for identifying potential risks
- Evaluate various risk control options based on their effectiveness and feasibility
- Select appropriate risk controls based on the evaluation of options
Identify strategic risk and evaluate options for minimising project risk 5Real unit · Pearson EDI
What you'll be able to do
- Understand the concept of strategic risk in projects and its potential impact on project success
- Identify potential strategic risks associated with a project, using appropriate risk assessment techniques
- Evaluate different options for minimising project risk, considering their feasibility and effectiveness
- Document risk mitigation strategies, including contingency plans, in a clear and accessible format
Implement quality assurance systems 4Real unit · Pearson EDI
What you'll be able to do
- Understand the fundamental principles of quality assurance
- Implement quality assurance systems within an organisation
- Monitor quality standards to ensure they are being met
- Identify areas for improvement within existing quality assurance processes
- Document quality assurance processes accurately and comprehensively
Incident Management 2Real unit · Pearson EDI
What you'll be able to do
- Understand the processes involved in effective incident management
- Accurately identify and classify incidents based on their nature and impact
- Escalate incidents appropriately according to established procedures
- Document incident details comprehensively and accurately
Incident Management 3Real unit · Pearson EDI
What you'll be able to do
- Understand incident management procedures within an organisation
- Identify incidents according to organisational procedures
- Report incidents promptly and accurately
- Escalate incidents according to organisational procedures
- Understand incident logging requirements and the importance of accurate record-keeping
Incident Management 4Real unit · Pearson EDI
What you'll be able to do
- Understand incident management principles, including the importance of timely and effective incident resolution.
- Identify and classify incidents according to their severity and impact.
- Respond to incidents in a timely and effective manner, following established procedures.
- Escalate incidents to the appropriate personnel when necessary.
- Document incident details accurately and completely.
- Understand incident reporting procedures and the importance of accurate and timely reporting.
Incident Management 5Real unit · Pearson EDI
What you'll be able to do
- Understand the fundamental principles of incident management
- Identify and classify incidents according to their severity and impact
- Respond to incidents in a timely and appropriate manner
- Escalate incidents to the appropriate personnel or teams when necessary
- Document incident details accurately and comprehensively
- Analyse incident trends to identify recurring issues and prevent future incidents
Internet and intranets 1Real unit · Pearson EDI
What you'll be able to do
- Understand the fundamental concepts of the internet and intranets, including their purpose and structure.
- Access the internet and intranets using appropriate devices and software.
- Search for information effectively using search engines and other online resources.
- Understand internet safety principles and practices, including protecting personal information and avoiding online threats.
Internet and intranets 2Real unit · Pearson EDI
What you'll be able to do
- Understand the purpose and function of the internet and intranets.
- Navigate the internet and intranets effectively.
- Search for information online using appropriate search techniques.
- Understand internet safety and security measures to protect personal information.
- Know about different internet services and their uses.
Internet and intranets 3Real unit · Pearson EDI
What you'll be able to do
- Understand internet technologies and their functionalities
- Understand intranet technologies and their functionalities
- Use internet resources effectively for research and communication
- Use intranet resources effectively for internal communication and collaboration
- Know internet security risks and how to mitigate them
Interpersonal and written communication 1Real unit · Pearson EDI
What you'll be able to do
- Understand different methods of interpersonal communication, including verbal, non-verbal, and written communication methods.
- Adapt communication methods and styles to suit different audiences and situations.
- Communicate effectively in writing, using appropriate language, tone, and format.
- Follow organisational procedures for communication, including data protection and confidentiality guidelines.
Interpersonal and written communication 2Real unit · Pearson EDI
What you'll be able to do
- Understand the principles of interpersonal communication and their application
- Communicate effectively in writing for different purposes
- Adapt communication style and content to suit different audiences
- Use appropriate language and tone in communication
- Understand the importance of active listening in effective communication
Interpersonal and written communication 3Real unit · Pearson EDI
What you'll be able to do
- Understand the principles of effective interpersonal communication
- Communicate effectively in writing, using appropriate language and style
- Use different communication methods to convey information effectively
- Adapt communication to suit different audiences and situations
- Understand the importance of active listening in interpersonal communication
Interpersonal and written communication 4Real unit · Pearson EDI
What you'll be able to do
- Understand the fundamental principles of interpersonal communication
- Know different written communication methods and their appropriate uses
- Adapt communication style and content to suit the intended audience
- Use effective questioning techniques to gather information and promote understanding
- Understand common barriers to effective communication and how to overcome them
Lead the work of teams and individuals to enhance performance 3Real unit · Pearson EDI
What you'll be able to do
- Understand the dynamics of teams and how they function
- Know different leadership styles and their impact on team performance
- Motivate team members to achieve their goals
- Delegate tasks effectively to team members
- Monitor team performance against agreed targets
- Provide constructive feedback to team members to enhance their performance
Manage continuous quality improvement 5Real unit · Pearson EDI
What you'll be able to do
- Understand the fundamental principles underpinning continuous quality improvement within an organisation
- Know and describe various methods used to identify areas where quality improvements can be made
- Implement practical quality improvements in a specific area of work
- Monitor the effectiveness of implemented improvements using appropriate metrics
- Evaluate the impact of quality improvements on organisational performance and customer satisfaction
- Understand the importance of involving stakeholders in the continuous quality improvement process
Manage the change in organisational activities 4Real unit · Pearson EDI
What you'll be able to do
- Understand the reasons why organisations need to change and adapt to new circumstances
- Plan for change, including identifying resources and setting timescales
- Implement planned changes in organisational activities effectively
- Monitor and evaluate the impact of changes on organisational activities
Manage the performance of teams and individuals 4Real unit · Pearson EDI
What you'll be able to do
- Understand performance management principles and their application in the workplace
- Set clear and measurable performance objectives for teams and individuals
- Monitor team and individual performance against agreed objectives
- Provide constructive feedback on performance to team members and individuals
- Address performance issues promptly and effectively, following organisational procedures
- Understand relevant legislation related to performance management, such as employment law
Manage the use of financial resources 4Real unit · Pearson EDI
What you'll be able to do
- Plan the use of financial resources effectively, taking into account organisational budgets and priorities.
- Allocate financial resources according to planned activities and organisational procedures.
- Monitor expenditure to ensure it is within budget and in line with organisational policies.
- Report on financial performance, including variances from budget and key performance indicators.
- Understand financial regulations and procedures, including budgeting, accounting, and reporting requirements.
Manage the use of physical resources 4Real unit · Pearson EDI
What you'll be able to do
- Plan the use of physical resources effectively, taking into account organisational requirements and constraints.
- Allocate physical resources according to planned usage and organisational procedures.
- Monitor the use of physical resources to ensure they are being used efficiently and effectively.
- Review the use of physical resources to identify areas for improvement and make recommendations.
- Understand the principles of resource management, including planning, allocation, monitoring, and review.
Monitor and review progress with learners 3Real unit · Pearson EDI
What you'll be able to do
- Understand different methods used to monitor learner progress
- Review learner progress against agreed targets
- Provide constructive feedback to learners on their progress
- Identify areas for improvement in learner performance
- Understand record keeping requirements related to monitoring and reviewing learner progress
Performance management 3Real unit · Pearson EDI
What you'll be able to do
- Understand the fundamental principles of performance management and its role in achieving organisational goals.
- Set clear, measurable, achievable, relevant, and time-bound (SMART) performance objectives.
- Monitor individual and team performance against agreed-upon objectives.
- Provide constructive feedback to individuals on their performance, both positive and areas for improvement.
- Understand the processes involved in conducting performance reviews, including documentation and follow-up actions.
Performance management 4Real unit · Pearson EDI
What you'll be able to do
- Understand the fundamental principles of performance management
- Set clear and measurable performance objectives
- Monitor performance against agreed objectives
- Provide constructive feedback on performance
- Address performance issues in a fair and consistent manner
Performance management 5Real unit · Pearson EDI
What you'll be able to do
- Understand the fundamental principles of performance management within an organisation
- Set clear, measurable, achievable, relevant, and time-bound (SMART) performance objectives for individuals or teams
- Monitor performance against agreed objectives, using appropriate methods and tools
- Provide constructive feedback on performance, both positive and negative, to support improvement
- Understand how to identify and address performance issues, following organisational policies and procedures
Prepare a project brief 5Real unit · Pearson EDI
What you'll be able to do
- Understand the purpose and importance of a project brief in project management
- Gather relevant information from stakeholders and other sources for inclusion in a project brief
- Prepare a clear and concise project brief that outlines project objectives, scope, and deliverables
- Present a project brief effectively to stakeholders, using appropriate communication methods
Prepare the business case for the project 5Real unit · Pearson EDI
What you'll be able to do
- Understand the purpose and structure of a business case in the context of project justification.
- Identify and define the potential benefits of a project, both tangible and intangible.
- Analyse the costs and benefits associated with a project to determine its overall viability.
- Present a compelling business case to stakeholders, clearly articulating its value proposition.
- Understand the approval process for business cases within an organisation, including relevant policies and procedures.
Provide advice and support for the development and implementation of quality policies 4Real unit · Pearson EDI
What you'll be able to do
- Understand the key elements of quality policy development, including defining objectives, scope, and responsibilities
- Analyse existing quality systems and identify areas for improvement or alignment with organisational goals
- Provide clear and concise advice on the practical implementation of quality policies within an organisation
- Support the development of new or revised quality policies, ensuring they are aligned with best practices and regulatory requirements
- Understand the importance of consulting with stakeholders during the quality policy development and implementation process
- Monitor and evaluate the effectiveness of quality policies using appropriate metrics and feedback mechanisms
Provide advice and support for the development and implementation of quality systems 3Real unit · Pearson EDI
What you'll be able to do
- Understand the processes involved in developing quality systems
- Provide advice and guidance on the development of quality systems
- Support the implementation of quality systems within an organisation
- Evaluate the effectiveness of implemented quality systems
- Understand relevant quality standards and regulations that apply to quality systems
Remote support for products or services 1Real unit · Pearson EDI
What you'll be able to do
- Understand different methods of providing remote support for products or services, including telephone, email, and remote access tools
- Access and use remote support tools and systems effectively
- Provide remote support to customers or users, addressing their issues and resolving problems
- Follow instructions and procedures when providing remote support
- Escalate issues to appropriate personnel when necessary, following established protocols
Remote support for products or services 2Real unit · Pearson EDI
What you'll be able to do
- Understand different methods of providing remote support for products or services
- Identify customer needs when providing remote support
- Use remote support tools effectively to assist customers
- Troubleshoot common issues remotely to resolve customer problems
Remote support for products or services 3Real unit · Pearson EDI
What you'll be able to do
- Understand remote support methods, including telephone, email, and remote access tools.
- Diagnose product or service issues remotely, using troubleshooting techniques and diagnostic tools.
- Provide remote technical assistance to customers, guiding them through solutions and resolving issues effectively.
- Escalate complex issues to appropriate specialists or departments, following established procedures.
- Understand security considerations for remote support, including data protection, access control, and virus prevention.
Remote support for products or services 4Real unit · Pearson EDI
What you'll be able to do
- Understand different methods and technologies used to provide remote support for products or services
- Diagnose product or service issues remotely using available tools and techniques
- Provide remote technical assistance to customers or colleagues, resolving common issues effectively
- Escalate complex technical issues to appropriate specialists or support teams
- Understand the security considerations and best practices for providing remote support, including data protection and access control
Remote support for products or services 5Real unit · Pearson EDI
What you'll be able to do
- Evaluate different remote support technologies and their suitability for various situations
- Analyse customer needs to determine the appropriate remote support solution
- Provide remote support to customers effectively
- Diagnose technical issues remotely using appropriate tools and techniques
- Escalate complex issues to the appropriate support level
- Understand security considerations for providing remote support
Respond to poor performance in your team 3Real unit · Pearson EDI
What you'll be able to do
- Understand the causes of poor performance in a team, including individual and environmental factors
- Know organisational procedures for addressing poor performance, including disciplinary processes and support mechanisms
- Identify signs of poor performance in team members, such as decreased productivity or negative behaviour
- Address poor performance constructively, providing support and guidance to improve performance
- Document performance issues accurately and objectively, following organisational guidelines
Review the progress of projects 5Real unit · Pearson EDI
What you'll be able to do
- Understand project management methodologies and their application to project progress reviews
- Monitor project progress against agreed milestones and timelines
- Analyse project data to identify trends, patterns, and deviations from the project plan
- Identify potential risks and issues that may impact project progress
- Recommend corrective actions to address identified risks and issues and keep the project on track
- Communicate project progress effectively to stakeholders, providing clear and concise updates
Select personnel for activities 4Real unit · Pearson EDI
What you'll be able to do
- Understand different personnel selection methods used in organisations
- Know the legal requirements and ethical considerations for recruitment processes
- Evaluate candidate suitability based on job descriptions and person specifications
- Conduct effective interviews using appropriate questioning techniques
- Understand the importance of diversity and inclusion in personnel selection
Specialist or bespoke software 1Real unit · Pearson EDI
What you'll be able to do
- Understand the purpose and applications of specialist or bespoke software in different contexts.
- Know the key features and functions of specialist software, including its advantages and limitations.
- Use specialist software to perform specific tasks effectively and efficiently.
- Understand the purpose and benefits of using bespoke software solutions tailored to specific organisational needs.
Specialist or bespoke software 2Real unit · Pearson EDI
What you'll be able to do
- Understand the purpose and application of specialist software applications in specific industries
- Use bespoke software designed for specific tasks or organisations
- Identify specialist software needs based on user requirements
- Understand the key features and functionalities of specialist software packages
Specialist or bespoke software 3Real unit · Pearson EDI
What you'll be able to do
- Understand the purpose and application of specialist or bespoke software applications
- Use the key functions of the specialist software effectively
- Troubleshoot common software issues that may arise during use
- Know the available software configuration options and their impact on performance
- Follow established software usage procedures and guidelines
Specify activities for project schedules 5Real unit · Pearson EDI
What you'll be able to do
- Understand the fundamental processes involved in project scheduling
- Define specific activities required to complete a project
- Specify activities clearly and comprehensively for inclusion in project schedules
- Estimate the duration of each activity accurately
- Sequence project activities in a logical and efficient order
Spreadsheet software 1Real unit · Pearson EDI
What you'll be able to do
- Understand the basic functions and features of spreadsheet software
- Enter different types of data accurately into a spreadsheet
- Format data within a spreadsheet to improve readability and presentation
- Use simple formulas to perform basic calculations
- Print a spreadsheet, including setting print area and page layout
Spreadsheet software 2Real unit · Pearson EDI
What you'll be able to do
- Create spreadsheets using appropriate software tools
- Enter data accurately and efficiently into spreadsheets
- Format spreadsheets to enhance readability and presentation
- Use formulas within spreadsheets to perform calculations
- Print spreadsheets in a clear and usable format
Spreadsheet software 3Real unit · Pearson EDI
What you'll be able to do
- Understand the purpose and application of various spreadsheet software functions
- Create new spreadsheets, entering data accurately and efficiently
- Format spreadsheets to enhance readability and presentation
- Use formulas and functions to perform calculations and data manipulation
- Analyse data using spreadsheet tools such as sorting, filtering, and pivot tables
- Present data effectively using charts and graphs within a spreadsheet
Staff resource planning for contact centres 3Real unit · Pearson EDI
What you'll be able to do
- Understand the principles of staff resource planning in a contact centre environment
- Forecast staffing requirements based on anticipated workload and service levels
- Create staff schedules that optimise resource utilisation and meet operational needs
- Manage staff availability, including absences, holidays, and other time-off requests
- Understand relevant legislation and regulations relating to staff resource planning and employment practices
Staff resource planning for contact centres 4Real unit · Pearson EDI
What you'll be able to do
- Understand the staffing requirements of a contact centre, including skills and availability
- Forecast contact volumes to predict staffing needs
- Create staff schedules that meet anticipated demand
- Manage staff availability, including absences and breaks
- Optimise resource allocation to ensure efficient service delivery
Staff resource planning for contact centres 5Real unit · Pearson EDI
What you'll be able to do
- Analyse resource requirements in a contact centre, considering factors such as call volume, staffing levels, and service level agreements.
- Evaluate factors affecting resource planning, including seasonality, staff availability, and training requirements.
- Develop a resource plan that effectively allocates staff to meet contact centre demands.
- Monitor and adjust resource plans based on real-time data and changing circumstances.
- Understand relevant legislation and regulations related to staff resource planning in a contact centre environment.
Support and advise individual learners 3Real unit · Pearson EDI
What you'll be able to do
- Understand the core principles of providing effective learning support to individual learners
- Assess the individual learning needs of learners, taking into account their prior experience and learning styles
- Provide appropriate advice and guidance to learners on their learning journey
- Support learner progress by providing encouragement, feedback, and resources
- Understand referral pathways for specialist support services, such as counselling or learning disabilities support
Support competence achieved in the workplace 3Real unit · Pearson EDI
What you'll be able to do
- Understand the meaning of competence in the workplace
- Support the achievement of competence in a workplace environment
- Apply competence in a workplace environment
- Review own competence in relation to workplace requirements
Support learners by mentoring in the workplace 3Real unit · Pearson EDI
What you'll be able to do
- Understand the fundamental principles underpinning mentoring in the workplace
- Establish a positive and effective mentoring relationship with a learner
- Support learner development through the application of mentoring techniques
- Review mentoring activities to ensure effectiveness and identify areas for improvement
Support the efficient use of resources 3Real unit · Pearson EDI
What you'll be able to do
- Understand the different types of resources available within an organisation, including human, financial, and physical resources.
- Allocate resources effectively to ensure optimal utilisation and project success.
- Monitor resource usage to identify potential inefficiencies or overspending.
- Identify instances of resource wastage and implement strategies to minimise it.
- Understand the importance of proactive resource planning to anticipate future needs and avoid shortages.
Use IT software 1Real unit · Pearson EDI
What you'll be able to do
- Use IT software applications effectively
- Open and close software applications correctly
- Enter and save data accurately within software applications
- Print documents from software applications
- Understand basic IT security measures to protect data and systems
Use IT software 2Real unit · Pearson EDI
What you'll be able to do
- Use IT software to complete tasks
- Create documents using IT software
- Use email for communication
- Understand IT security measures and potential threats
Use IT software 3Real unit · Pearson EDI
What you'll be able to do
- Use IT software effectively to complete tasks
- Create documents using IT software
- Manipulate data using IT software
- Present information effectively using IT software
Use IT systems 1Real unit · Pearson EDI
What you'll be able to do
- Know different types of IT systems that are commonly used in everyday life and work environments.
- Understand basic IT terminology related to hardware, software, and networking.
- Use IT systems safely, adhering to health and safety guidelines and ergonomic principles.
- Follow basic security procedures to protect IT systems and data from unauthorised access and malware.
Use IT systems 2Real unit · Pearson EDI
What you'll be able to do
- Log on and off an IT system using appropriate credentials
- Use IT system applications to perform required tasks
- Store and retrieve information within an IT system effectively
- Understand IT security procedures and protocols
- Follow organisational IT policies and guidelines
Use IT systems 3Real unit · Pearson EDI
What you'll be able to do
- Use IT hardware components effectively, including input devices, output devices, and storage devices
- Use IT software applications to perform specific tasks, such as word processing, spreadsheets, and presentations
- Manage files and folders effectively, including creating, renaming, moving, and deleting files and folders
- Maintain IT security by implementing security measures, such as passwords, firewalls, and anti-virus software
- Troubleshoot basic IT problems, such as connectivity issues, software errors, and hardware malfunctions
Use IT to exchange information 1Real unit · Pearson EDI
What you'll be able to do
- Understand the fundamental principles of exchanging information using IT systems and devices.
- Know different methods of exchanging information electronically, including email, instant messaging, and file sharing.
- Send and receive information accurately and appropriately using IT tools.
- Store information securely using appropriate IT methods, considering data protection and confidentiality.
Use IT to exchange information 2Real unit · Pearson EDI
What you'll be able to do
- Understand different methods of exchanging information using IT, including email, instant messaging, and file sharing
- Use IT tools to share information effectively with others
- Communicate clearly and effectively using IT platforms
- Understand the importance of data security and privacy when exchanging information electronically
Use IT to exchange information 3Real unit · Pearson EDI
What you'll be able to do
- Understand different methods of exchanging information using IT, including email, file sharing, and online collaboration platforms
- Send and receive electronic messages, including composing, addressing, and managing email correspondence
- Share files using IT tools, ensuring appropriate permissions and access controls are in place
- Understand data security and privacy considerations when exchanging information electronically, including data protection regulations
- Collaborate with others using IT tools, such as online document editing and video conferencing
Word processing software 1Real unit · Pearson EDI
What you'll be able to do
- Understand the key features and functions of word processing software, including text editing, formatting, and layout options.
- Create new documents using word processing software, including setting up page layouts and inserting content.
- Format text effectively using word processing tools, including font styles, sizes, and paragraph alignment.
- Save and print documents using appropriate settings and formats.
Word processing software 2Real unit · Pearson EDI
What you'll be able to do
- Understand the features and functions of word processing software.
- Create and format documents using word processing software.
- Use editing tools to modify and improve documents.
- Use the various tools available within word processing software.
- Understand document layout and design principles.
Word processing software 3Real unit · Pearson EDI
What you'll be able to do
- Understand the features available in word processing software
- Format documents to a professional standard, using appropriate styles and layouts
- Use advanced word processing functions such as mail merge, macros, and table of contents generation
- Create and use templates to ensure consistency and efficiency
- Manage different versions of a document, tracking changes and reverting to previous versions
The honest bit
You’ve started things before
Most courses were built for a room full of people who aren’t you. A cohort moves on whether or not your week allowed it, and by the third week the thing you’re behind on becomes the reason you stop opening it.
There’s no cohort here, and no timetable to fall behind. Before anything starts, Zavmo asks when you’re sharpest and how long you can realistically sit down for, then builds the sessions around those answers. A bad fortnight changes your pace. It doesn’t put you behind.
And you only pay once you start learning. Searching and planning are free, and you can cancel any time — so the cost of finding out is an afternoon, not a year.
Your passport
Every credit is a stamp you keep
Level 3 credits are regulated. They don’t vanish when a subscription ends or a website closes. They travel to any employer, and Zavmo keeps the map of what you’ve earned and what’s next.
Each stamp is a real unit registered against this qualification.
Who’d teach you this

The Evidence Evaluator
Assessor
Helps you show what you can actually do, gathering the evidence that proves it as you learn.
Meet all twelve tutorsWhere this connects
Where these credits take you
A qualification is never a dead end here. See the jobs its credits open, the national occupational standards its units map to, and the future skills they quietly build.
- Agree learning programmes with learners
- Collate and analyse information from a range of sources to develop a business case
- Contribute to the development needs of teams and individuals
- Contribute to the development of teams and individuals
- Contribute to the selection of personnel for activities
- Demonstrate scientific or technical methods, techniques and skills to others in the workplace
- Develop a schedule of project activities
- Develop and Provide Training in Life Sciences and Related Industries
Where this can lead
Quality Improvement Manager
Your journey as a Quality Improvement Manager is just one step in a potentially varied and impactful career. We're looking for someone who sees this role not just as a job, but as a platform to drive significant change and build a lasting legacy within our organisation and beyond.
See the whole journey →Showing 6 roles, drawn from 97 job records mapped to this qualification.
Skills it covers
What the job actually needs. These are the standards the units are built against, in the words employers and awarding bodies already use for the work itself.
How you’ll actually learn this
One-to-one, on your own real work
A qualification is usually something done to you: sit the class, sit the exam, hope it sticks. Here it’s the opposite. You learn it one-to-one with a companion, on your own real work, and you keep going until you can use it, not just recall it.
Applied to your work in any of these jobs
This unit covers the principles of learning programmes, assessment of learner needs, and agreement of learning goals. Learners will develop skills to create learning plans that consider different learning styles and requirements.
- Remember
- Understand
- Apply
- Analyse
- Evaluate
- Create
Built for Pearson EDI Level 3 NVQ in Contact Centre Professionals
120 units in this credential, in the order it lists them, awarded by Pearson EDI.
- Agree learning programmes with learners 3
- Carry out quality audits 3
- Chair and participate in meetings 4
- Co-ordinate, monitor and control project schedules 4
- Contact centre systems and technology 1
- Contact centre systems and technology 2
and 114 more in the full unit list below.
One to one, not one to many
No two people run this the same way
A course is written once and handed to everyone. This is assembled around you, and keeps changing as it learns you. Five things it reads, and what each one changes.
- Your actual work Every unit is taught against a live piece of your own work, not a worked example from a textbook.
- What you already know The first conversation finds your starting point, so you skip what you can already do and spend the time on what you cannot.
- The conditions you learn under Not a learning-styles quiz. The evidence does not support those. The dimensions the research does back, read once and used to shape the plan.
- How far you got last time It picks up mid-thought. The tutor knows what you said, what you struggled with, and what it asked you to try.
- Which tutor suits the moment Twelve of them, each for a different kind of thinking. The one who walks you through a first idea is not the one who stress-tests it.
See how you learn, free. Eight questions, no sign-up. A directional taster; the diagnostic inside Zavmo goes deeper and keeps adapting.
Why it sticks
Most courses stop at remembering
There’s a well-known ladder of how deeply you learn something, called Bloom’s Taxonomy. Most courses get you up the first two rungs: you remember some facts, you pass a test, you forget it. Real skill lives at the top. Judging, deciding, creating. And this isn’t a generic ladder: every rung has a named Zavmo tutor who walks you up it.
- 6CreateThe Creative Catalyst
- 5EvaluateThe Evidence Evaluator
- 4AnalyseThe Analyst
- 3ApplyThe Coach
- 2UnderstandThe Connector
- 1RememberThe Builder
Where most courses leave you Where Zavmo takes you
The value
Why the companion is worth £70 a month
You’re not paying for the units. They’re regulated, and the same wherever you earn them. You’re paying for the one thing that decides whether you actually get there: a companion that makes them stick, on your real work.
That is one-to-one on this qualification, every day, on the work you already do, for £70 a month. Your first module is free, so you can see the teaching before you pay for any of it. Billed monthly, cancel any time and billing stops.
This qualification is no longer awarded.
Registrations for it closed some time ago, so it cannot be started today. It appears here because it is on the Ofqual register and may be one you already hold. If you are looking for a current route, browse the qualifications that are still open.
Browse current qualifications