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We facilitate Case Study Live and best practice days, to share learning from our Award winners and finalists over the summer months, especially from the Transformation & Innovation Awards. This is another great opportunity to learn about the fantastic things that these organisations have achieved. These are interactive events to allow plenty of time for questions with key stakeholders in the transformation and networking with other delegates focussed on the same challenges. 

As a member, you are not on your own but part of a community with others facing many similar challenges. We are here to help you to make a tangible impact in your organisation and show how developing the capability of each specialist professional function is fundamental to your business.

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Strategic change and the role of the planning function

Published on 23 June 2020

Strategic change and the role of the planning function

Wednesday 23rd June 09:30 – 12:30

Event date: 23/06/2021 09:30 - 12:30 Export event


Your chance to speak to Awards finalists from Lloyds Banking Group and Capita Regulated Services. These finalists have taken planning into new areas of the business that can often been seen as areas that “cannot be planned for”. At this virtual, interactive workshop, you can hear more about how they achieved their success.

  • Learn how they engaged with stakeholders to gain buy-in.
  • Hear how they benchmarked a starting point to provide the data needed.
  • See how they made planning a must-have in these new areas of business.

Understand more about what’s happening in other organisations and sectors. Meet key stakeholders in these organisations and can network to learn from other members working on these same topics and challenges. This session will be valuable for planners, mangers or business leaders looking to learn about best practice in planning and how to strategically extend the role of planning across the business.

Two great planning teams demonstrated how resource planning can be truly strategic and transformative within the business. 

At Lloyds Banking Group, planning principles have been deployed into the branch network to start transforming working practices, a capability which has been central to the branch network in this pandemic. 

At Capita Regulated Services, finalists in both Planning and Innovation Awards, transformation for clients in life or pensions services is being made possible by a common operational excellence framework that charts a transformation journey of maturity for back office and end-to-end process operations. The award-winning, central planning team works across multiple sites and clients, in both front and back-office work. This Service Modernisation builds planning and operational maturity, in a consistent and deliverable manner. Take a moment to look at their ward finalist video before this session as there is much to learn. Also at Capita Regulated Services, Graham Watson, in the Planning Analyst Awards, has been the centre of a team who have made massive changes in how Central Planning are seen by the business, designing the maturity model that the team use in developing planning in new areas.

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As a member, you are not on your own but part of a community with others facing many similar challenges. We are here to help you to make a tangible impact in your organisation and show how developing the capability of each specialist professional function is fundamental to your business.

Book for one of our events to experience our exceptional community or get in touch to talk about how we can help you and your teams to be fully effective in adding value to your business. Email advice@theforum.social, call 0333 123 5960 or contact any of The Forum team


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