2025 Best Practice Guide
Raising Standards

Managing Assumptions

Understand the need for everyone to realise the importance of managing your assumptions and how targets can drive behaviour

 - Consider the importance of assumptions in your models
 - Ensure understanding of the impact of variances through the day and between people
 - Build your stakeholder engagement

Operating and budget plans

Learn how important it is to define the operating model and then agree the key assumptions to form the budget. See practical examples of budget and operating models and explore the importance of accurate forecasts and agreed assumptions.

 - Understand the key assumptions to start calculating FTE requirement
 - Classic mistakes and pitfalls to avoid
 - Interactive module including Excel Spreadsheet operating model exercise

National Conference November 6th 2019

Catch up with the Planning, Insight and Quality Conferences

Our National Planning, Insight and Quality conferences were co-located, a high value, action-oriented day of networking and knowledge sharing that is relevant to your job role, whether an analyst or a leader. Catch up on the Keynote videos and session presentation slides by clicking read more.

This highly-rated event is far more than just a conference.

- New ideas and techniques to take back into your organisation
- Great ways to benchmark, develop new ideas and network with fellow professionals
- An exceptional blend of stimulating speakers and practical workshops
- Learn first-hand from practitioners and business leaders across many different sectors

Customer Strategy & Planning 2020

Hosted on 28th September to 9th October 2020

This highly-rated event is far more than just a conference. Designed specifically for Planning, Insight and Quality & Customer Experience Professionals. Learn first-hand from practitioners and business leaders who are delivering successful change. Bring new ideas and techniques back into your organisation.

- Established and high-profile speakers, many of whom have never spoken for us before.
- Great ways to benchmark, develop new ideas and network with fellow professionals.
- Inspiring case studies from key brands, in different sectors and type of organisation.
- Focussed discussions and presentations

Building and optimising Real-time RAG Models

Drive decisions and continuous improvement by building effective RAG status trigger for actions, which engage the operation and improve performance. This module follows the “Using RAG models to take action”.

- Learn how to set appropriate thresholds for in-day reporting
- Understand different ways of engaging the operation
- Create a learning mechanism to drive continuous improvement