Skillmax Resource Guide
Active Job SeARch
telephone SkillS
SkillmAx
ReSouRce
Guide 2012
Pathways to
Employment
UNIT 5
U
N
IT 5
2 Skillmax reSource guide 2012
SKILLMAX
Skillmax reSource guide 2012 3
UNIT 5: TELEPHONE SKILLS
contents
Welcome to unit 5 4
positioning yourself for the interview 6
Activity 1 7
Activity 2 11
Activity 3 12
Activity 4 16
the telephone interview 17
Activity 5 18
Activity 6 20
Activity 7 21
Giving information clearly on the telephone 22
Activity 8 23
Activity 9 24
Activity 10 25
Activity 11 26
Activity 12 28
Activity 13 29
Activity 14 30
Activity 15 31
Activity 16 32
Activity 17 33
Activity 18 34
Activity 19 36
Activity 20 37
preparing for a jobseeking telephone call 38
Activity 21 38
making jobseeking telephone calls 40
putting telephone strategies to work 41
Activity 22 41
Activity 23 43
Activity 24 45
Activity 25 47
Activity 26 48
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SKILLMAX
Welcome to unit 5
unit 5 focuses telephone skills for active jobseeking. You will
practise telephone strategies that ensure you understand what
people are saying and that the listener understands you. You
will also listen to and analyse telephone calls in terms of their
success.
Assessment
there is no formal assessment in unit 5 but the teacher will check
your role played telephone calls against performance criteria.
SKILLMAX
Skillmax reSource guide 2012 5
Active
Job
SeARch
cold calling
Researching
compainies
the telephone interview
SKILLMAX
Active
Job
SeARch
cold cAllinG
telephone
inteRvieW
Role plAYS
communicAtion
oveR the telephone
communicAtion StRAteGieS
UNIT 5: TELEPHONE SKILLS
6 Skillmax reSource guide 2012
SKILLMAX
positioning yourself
for the interview
there are various avenues for seeking employment. one of the
strategies involves researching and contacting a prospective
employer. this is referred to as cold calling or prospecting the
company. this method not only builds confidence but also gives you
an opportunity to self-market yourself and target a specific employer
or industry sector.
hAvinG the RiGht Set of SkillS When telephoninG
RecRuiteRS And emploYeRS
• listening ■
• Asking questions ■
• Answering questions ■
• confirming information ■
• Seeking clarification ■
• Writing down information ■
• using a confident and friendly tone of voice ■
Skillmax reSource guide 2012 7
UNIT 5: TELEPHONE SKILLS
Activity 1
Research three companies that you would like to work for and that
reflect your professional background.
Research the company in the industry of your chosen profession and
create a list. this includes the mission statement, values, products/
services, location, size, and any other relevant statistics. Refer to
the websites in the Resource section of this Guide to assist you in
your research.
complete the contact worksheet to record your findings and
information.
Step 1
investigate the following:
■ current employment vacancies
■ The possibility of an informal interview
■ referrals to other employers
■ Future job vacancies
■ methods of job application
■ introduction to key contacts within the company
■ referrals from associated business contacts
Step 2
contact the company and identify the name of a contact person who is in the best position to offer
you a job (the hiring manager). Your information should include name and title.
Step 3
Prepare a list of potential questions to ask the hiring manager.
Step 4
confirm your follow-up strategy/action after the phone call.
Step 5
Submit your research findings and your worksheet to your teacher for assessment.
File your research into your career Portfolio.
8 Skillmax reSource guide 2012
SKILLMAX
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Skillmax reSource guide 2012 9
UNIT 5: TELEPHONE SKILLS
case study 1
Read the following case study.
on the 12th february this year Raj oman a mechanical engineer, contacted paul James,
hR manager from Abbott lee and Sons and asked the following questions:
1. are there any current employment vacancies in the engineering department? if not, in what period
of time will you be seeking new staff?
2. How does your company recruit for new employees? do you use an agency or advertise yourself?
What websites or newspapers do you use?
3. What specific qualifications do you require in your mechanical engineering department?
4. Would it be possible to speak to the manager of the engineering department to discuss the
above and introduce myself.
5. could i please ask the name of the manager?
6. i would like to send you my résumé, who is the best contact person to address it to?
7. can i reconfirm your address please?
8. i will call back in a week to recheck you have received my letter and résumé. is that suitable?
9. can i leave you my name and contact phone numbers? The manager can call me today at any
time and tomorrow from 10.00am onwards.
thank you for your time and information. You have been very helpful. Goodbye.
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SKILLMAX
case study 2
Read the following case study.
on the 17th february this year, Raj oman contacted the manager of the engineering
department, lee Robsworthy. Read the following conversation:
l: Well i am busy right now but will endeavour to help you.
r: Yes i appreciate you are busy and any information you have is very helpful.
l: Tell me more about your qualifications?
r: i can provide you with my current qualifications and my overseas experience as well as my local
employment/work experience.
l: are you a permanent resident?
r: Yes i am a permanent resident and as such i am seeking full-time or contract work.
l: What kind of teamwork have you experienced?
r: i worked in a team of 8 engineers in my previous position overseas and feel confident i can adapt
to the australian workplace. i would like to give you some examples.
l: are you available for an interview next week?
r: Yes i am available for an interview or a discussion at a time and day that suits you.
l: What do you know of our company?
r: i have researched your company and am aware of the expansion and reputation of excellence it
has in the engineering industry.
l: can you email me your résumé this week?
r: Yes, i do have a current résumé and would be pleased to email that to you together with my
cover letter.
Skillmax reSource guide 2012 11
UNIT 5: TELEPHONE SKILLS
Activity 2
Role plAY
in pairs cold call a company and speak to the hR or department manager.
include the following:
■ an introduction
■ The purpose of the call
■ relevant questions
■ appropriate responses
■ Sustained conversation
■ Polite and confident tone of voice
■ appropriate pausing, stress and intonation
■ a statement for follow-up action
discuss feedback with your partner.
Reverse the role play and follow the same instructions with your class partner.
debrief to the class.
include in your discussion pros and cons associated with cold calling.
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Activity 3
case study 3
Read the case study below and discuss.
the caller is lakshmi Rajan and she is cold calling a medium-sized
accountancy company. the person she is calling is Janet bridges,
the hR manager.
company: peterson and Jacobs pty ltd
location: north Sydney
position: Accountant
Goal: to find out about current job opportunities
company contact: good morning Peterson and Jacobs, this is Janet speaking.
How can i help you?
lakshmi: good morning Janet my name is lakshmi rajan and i am ringing to inquire about
available positions within your company. i am a qualified accountant with eight years experience.
Janet: i see… no we do not have any current vacancies in the business, in fact we are downsizing
our accountancy department and won’t be recruiting for some time.
lakshmi: oh i see… so there aren’t any prospects coming up in the next few months?
Janet: No i am afraid not. i am sorry i cannot help you. good luck with your jobseeking.
lakshmi: i understand. ….Thank you for your time.
Janet: That’s fine, goodbye.
lakshmi: goodbye.
Answer the following questions and discuss as a class.
1. Was lakshmi well prepared during the telephone call?
2. What other questions could lakshmi have asked?
3. did she achieve her goal?
4. Suggest other strategies that she could have used.
Skillmax reSource guide 2012 13
UNIT 5: TELEPHONE SKILLS
case study 4
Read the case study below and then complete the checklist.
the caller is michael Ang and he is cold calling Jacobs and
Stevens pty ltd.
company name: Jacobs and Stevens pty ltd
location: Sydney cbd
position: Accountant
person: John Wells
Goal: to find out about current job vacancies in the accountancy department
company contact: good morning Jacobs and Stevens, this is linda speaking.
michael: good morning my name is michael ang and i would like to speak to your Financial
controller, i believe that is John Wells?
linda: Yes it is… What is it in regards to?
michael: i’m a qualified accountant for over ten years and i would like to discuss employment
opportunities with him.
linda: ok… i’ll have to check if he is available.
michael: Thank you i would appreciate that.
John: This is John Wells how can i help you?
michael: Hello John my name is michael ang and i’m a qualified cPa certified accountant. my
neighbour Peter Stanley works in your company in the iT department and he suggested i should
ring you to discuss any employment opportunities.
John: i see… right well we actually don’t have any vacancies at the moment.
michael: i understand… may i ask John when you would be recruiting? Where do you advertise
your positions?
John: i could be advertising in one month’s time for a six-month contract… it will be advertised on
careerone.com… would a contract role interest you?
michael: Yes thank you that sounds very interesting. i’m flexible for either full-time or contract
work. i have experience in maintaining company accounting, records and preparing and analysing
financial budgets. are they the type of qualifications you would be looking for?
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SKILLMAX
John: Yes actually, we are needing someone who has worked on large-scale projects.
michael: in my last role in Singapore i worked for a construction company managing the capital
for a large project, it was a million dollar commercial shopping centre with multi-storey carpark.
We managed the budget and met the timeframes allocated to our department.
John: That sounds interesting.
michael: could i suggest that i send you my résumé by email so you can see my work history and
range of qualifications.
John: Yes you could do that. Send it to john@jacobstevens.com.au.
michael: Thank you i’ll send it today and follow up with you next week to check you have received
it and briefly discuss the contract opportunity that you mentioned.
John: Fine, do that.
michael: Yes thank you and i appreciate your time and information.
John: No problem, i look forward to seeing your résumé. goodbye michael.
michael: Thank you again and goodbye.
Skillmax reSource guide 2012 15
UNIT 5: TELEPHONE SKILLS
A
nalysis o
f the co
ld
call
Yes
n
o
1. Po
lite g
reeting
and
intro
d
uctio
n
2. Sp
o
ke to
the ap
p
ro
p
riate p
erso
n
3. Pro
vid
ed
clear p
urp
o
se fo
r call
4. o
vercam
e any d
ifficulties
5. Self-m
arketed
effectively
6. a
chieved
g
o
al
7. Pro
vid
ed
fo
llo
w
-up
actio
n
8. a
p
p
ro
p
riate end
to
the p
ho
ne call
c
o
ld
call checklist
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SKILLMAX
Activity 4
Work in pairs. Select one telephone role play. discuss.
Recruitment agency
call a recruitment agent to introduce yourself and request information regarding positions and
possible vacancies in your field of work.
prospecting a company
Telephone a company in which you have an interest in applying for a position. You are cold calling
this company and do not have any contacts within the organisation.
Referral phone call
You have been given a contact name in a company from a friend. Telephone the company and
introduce yourself and make general enquiries about future job prospects.
Job advertisement
You have found a suitable position on seek.com. download the application details and contact
the person on the application form. You are therefore ringing them in response to the job they
have advertised.
professional association
You have researched a professional association and are calling the association for information
regarding job opportunities or for contacts in your industry.
Skillmax reSource guide 2012 17
UNIT 5: TELEPHONE SKILLS
the telephone interview
1. Your résumé
2. company information
3. Questions to ask
4. Answers to questions
5. pen, notepaper and diary
Screening call. When a potential employer calls, you will be screened while you are being
interviewed. Your main aim is to convert the telephone interview into a face-to-face interview and
at the same time express your enthusiasm and interst in the position. Your answers must be aligned
with your résumé and covering letter. That is why practising for a phone interview is an essential step
in your job preparation. make sure that your confidence and personality come across, if not it will be
unlikely that the potential employer or recruitment agent will consider you for an interview. Speak
clearly and remain professional at all times.
When the employer calls you, be prepared with the following documents:
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SKILLMAX
Activity 5
Read the article below Interview tips: Winning the phone interview
reprinted from careerone.com.au. kate Southam is the editor of
careerone.com.au. to view articles on the careerone site, use
the news & Advice tab at the top of the www.careerone.com.au
home page.
1. underline all of the key points.
2. using your current résumé, practise a telephone interview with your partner.
3. Record your interview and discuss how you use your voice, your tone and enthusisam.
4. incorporate all of the tips listed in the article.
5. discuss with the class.
interview tips: Winning the phone interview – by kate Southam
Phone interviews are a common way to pre-screen candidates for face-to-face interviews.
With so much at stake, it’s important to make a good impression. in fact, every time you deal
with a potential employer or a recruitment consultant over the phone, consider you are being
interviewed.
remember, the recruitment consultant is the gatekeeper you have to get by if you are to be
considered by the employer. also practise your best phone manners when dealing with reception
staff and personal assistants.
use these interview tips to help you shine over the phone.
1. Prepare for the interview in the same way you would for a face-to-face interview. know your
résumé inside out and prepare answers for common questions like, What is your greatest
weakness/strength? For tips on answering the weakness/strength question go to the Job
hunting advice section of www.careerone.com.au.
2. rehearse and rehearse again. This is the best technique for assessing how well you know your
career history, calming nerves, untwisting tongues and building confidence. ideally, rehearse
with someone from the same industry but if that’s not possible, a friend or family member
would be fine. You’ll need to provide the questions as you know your role and industry. do a
couple of rehearsals in person and a couple using a phone. Your rehearsal partner will tell you
if you are stumbling over words or sounding nervous.
Skillmax reSource guide 2012 19
UNIT 5: TELEPHONE SKILLS
3. on the day, make sure you have a quiet place to do the interview. Warn family members not to
interrupt and keep animals out of the room. make sure nothing is on – radio or mobile phone.
if you have call waiting, see if you can have it disabled.
4. make sure you get the interviewer’s name right and then use it several times.
5. don’t answer with just a yes and no but do keep your answers concise. Smiling while talking
will project a positive image to the listener and will change the tone of your voice. Speak
slowly and enunciate clearly. Stand and pace if it will help you breath and project
your voice.
6. dress the part so you feel professional – and sound it too.
7. Tape notes in big writing to the walls. i know a senior executive who did this and it worked.
also, stick your résumé up where you can see it.
8. remember that the interviewer cannot see you. if you get a question you want to think about,
don’t panic but state that, eg: That’s a good question. I’m going to take a moment so I can
provide you with an accurate answer.
9. keep a pen and paper handy to take notes that will help you ask good questions about the
employer and role.
10. obviously you will not smoke, chew gum or eat during the interview but it’s a good idea
to have water on hand. if you get a dry mouth, it’s fine to say: Excuse me while I take a
sip of water.
11. don’t interrupt the interviewer.
12. ask questions that show your interest in the company rather than yourself. asking whether
the team you would be joining is currently tackling any big projects would be better than:
How much would I earn?
13. at the end of the interview, thank the interviewer for his or her time and say you hope to meet
them in person. ask about the next steps in the recruitment process including the timeline.
14. Follow up with a thank-you note or email.
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Activity 6
there are many variations to the questions below. Research and
network with your professional contacts and friends to develop a
comprehensive list of questions.
Share the list with your class.
fReQuentlY ASked inteRvieW QueStionS
1. Tell me about your duties and responsibilities in your current job or in your most recent job
(in your country).
2. describe a project you currently completed. What were the highlights?
3. Why do you want to leave your current job?
4. describe the kind of work environment that you would like to work in?
5. How much do you know about the position you have applied for?
6. How much do you know about the company?
7. When can you come in for a face-to-face interview?
8. –––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––
9. –––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––
10. ––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––
11. ––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––
12. ––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––
13. ––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––
14. ––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––
15. ––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––
16. ––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––
17. ––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––
18. ––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––
19. ––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––
20. ––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––
Skillmax reSource guide 2012 21
UNIT 5: TELEPHONE SKILLS
Activity 7
You run your own recruitment company. You have been invited to a
career development workshop to present a session on the topic:
What to expect at a telephone interview.
WhAt A
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