Best Practice Events & Live Case Studies

We facilitate Live Case Studies 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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2020 Planning Case Study: Building a team that demonstrates value & improvement to stakeholders at L&G

Published on 26 September 2020

2020 Planning Case Study: Building a team that demonstrates value & improvement to stakeholders at L&G

See how the Operational Planning team has implemented its own transformation and governance framework with an aim to become ‘cost neutral’ as a planning function. They have utilised the data and tools we have access to, to not only advise on service but to identify opportunities to improve efficiency.

  • Staff have been upskilled through training across a number of skill sets. Training includes six sigma, SQL, Forum training. When the business case is raised for training, they are expected to see a tangible ROI.
  • Weekly meetings and team workshops are run to drive change. They have created a ‘Hopper’ to track expected improvements form better processes and an ‘anti-hopper’ to track changes that may counter these
  • In 2019 they were forecasted to deliver 29.5 FTE of efficiencies into the business as a planning team. This has turned them into an area that is now beyond cost neutral and reporting a profit Vs its cost base.
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Author: Leanne McNamee

Categories: Planning & Resourcing, Awards Case Studies

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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.