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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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The role of Planning in supporting change and transformation

Published on 29 June 2021

The role of Planning in supporting change and transformation

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Event date: 29/06/2021 13:00 - 16:00 Export event


This virtual Case Study Live is your chance to meet and speak with Awards finalists from Serco, NHS Business Services Authority and North East Ambulance Service. These teams and managers all have roles that were impacted by Covid, with massively increased workloads and furloughed staff but they all took the opportunity to make changes and improvements.

  • See how they stepped up with new ideas that made dramatic changes in the business.
  • Learn how raising the profile of planning can improve morale.
  • Explore the potential for collaborating beyond your function or organisation and the power of going beyond your traditional role.

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. 

At the NHS Business Service Authority, multiple operations were set up to support the UK government's COVID response. They have onboarded new work with transformation in the 111 contact centre, brand-new services for keyworkers (eg PPE Hotline), support for the COVID App and Test and Trace. This team have stepped up, worked together and been relentless in their approach to helping their customers.

At Serco, the planning team demonstrated the power of collaboration beyond your own organisation. They worked with new partners to mobilise telephone support for 2.2 million vulnerable customers within day, an extraordinary rapid deployment. These partnerships created common causes with outsource competitors and Hays Travel, whose teams would otherwise have been furloughed, working together as an industry in time of need at the start of the pandemic. This amazing transformation was only possible because of established operating planning principles and skills.

Dan Lowrie, Planning Manager at North East Ambulance Service has raised the profile of planning immensely within the Trust and they are now seen as an integral part of any update or change. With a strong focus on wellbeing, he has given his team opportunities for development and learning, as well as dedicating time to his own development.

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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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