Best Practice Events & Site Visits

We facilitate site visits and best practice day's, 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. Book early, as places are limited. We will be adding further dates for 2020 in the coming weeks. 

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.

Assuming the current situation continues we are looking at how we can make our Best Practice Site visits a virtual experience. More information will follow.
 

Measures of Success in Forecasting

Hosted on 11th January 2019 by Phil Anderson

The setting of an arbitrary blanket target of say +/-5% forecast accuracy highlights that an organisation does not truly understand the nature of forecasting. Explore the key responsibilities of forecasting and how to take a holistic view when setting measures of success. Learning outcomes include:
 - What does good look like? Explore the key characteristics of an ideal forecast and key considerations to develop understanding and learning.
 - Define your purpose. Understand how forecasting can support your business strategy and impact it can have on customers and colleagues.
 - Creating the right measures. Understand different perspectives and develop a holistic framework of success measures.

Telling a Story with Numbers

Hosted on 18th January 2019 by Ian Robertson

In this webinar we explore techniques for presenting and communicating data to support turning insight into action. These include:
 - The Pyramid Principle
 - Emotional Engagement
 - The Pattern of Great Presentations

Driving strategy through Forecasting

Hosted on 1st February 2019 by Bob Stella

This course is part of the “strategic analyst” series of webinars, designed to help everyone in analytical roles become a more active contributor to their organisation’s strategic narrative.
In this webinar we will explore:
 -  What is strategy 
 -  Benefits of working at the strategic level 
 -  Making sense of your organisational strategy
 -  Forecasting with you strategy in mind
 -  Influencing strategy through forecasting

Introduction to Forecasting (With Lessons From The Best In Class)

Hosted on 15th February 2019 by Phil Anderson

This module provides an introductory understanding of:
 - the fundamental inputs and outputs of the forecasting processes.
 - the role of forecasting within the planning cycle 
 - the characteristics of best in class forecasting teams as evidenced through The Forum's Standards Benchmarking programme

Introduction to Volatility & Flexibility

Hosted on 26th April 2019 by Paul Jackson-Moss

The basis of a best practice scheduling strategy is a clear understanding of the volatility of workload and the amount of flexibility to need and can afford.  This module introduces you to theoretical models and calculations to understand your flexibility need.  Learning outcomes include:
 - What does volatility & flexibility mean and the importance of defining these for your business.
 - How to calculate the volatility of demand and amount of flexibility available
 - Understanding different flexibility needs based on different starting positions, e.g. annually and daily, compared to average, compared to budget

Accuracy & Confidence

Hosted on 16th August 2019 By Ian Robertson

Accuracy is important in any insight or forecast we produce but 100% accuracy is often not possible. In this module we will explore some statistical techniques to understand the accuracy and limitations of our insight and forecasts and how to communicate this with your stakeholders. In this module we will cover:
 - Standard Deviation  
 - Margin of error  
 - The language of confidence

Forecastable Metrics

Hosted on 27th September 2019 by Alison Conaghan

In many organisations forecasting is limited to volumes of contacts or work, but we can do so much more. Whether we are forecasters or analysts, applying these techniques to our other metrics can open up a wealth of opportunities for improvement.
 - Learn how using forecasting techniques can open up new opportunities in your organisation.
 - Hear how innovation awards finalists are putting this into practice.

Data Visualisation in Forecasting

Hosted on 27th September by Ian Robertson

Explore effective ways of presenting data in a meaningful, interesting and engaging way. Improve the way you inform and persuade your key stakeholders.  
 - Understand why your existing reports don’t excite or engage your stakeholders
 - Learn the basics of data visualisation and how to communicate information
 - Apply “2 key questions” and start the use the tools and resource you need

Intro to The Planning Cycle

Hosted 8th November 2019 by Phil Anderson

Learn the role planning plays in implementing your strategic objectives.  Understand the importance of your role and how you can help others.
 - Understand how the strategic objective is implemented into a forecasting, scheduling and real-time plan.
 - Learn about the importance of effective data checkpoints, change governance and hand-overs
 - Play a part in driving continuous improvement and become the nerve-centre of the business

Shrinkage Calculations

Hosted 8th November 2019 by Alison Conaghan

Introduction into shrinkage calculations, tiered shrinkage, historical tracking.  Understand the importance of calculating shrinkages so they are optimised for your operation the key differences and impact on your resource requirements
 - What is included in shrinkage?
 - The importance of calculating shrinkage correctly.
 - Which method should you use for planning, budgeting.

Erlang v Linear

Hosted on 3rd December 2019 by Phil Anderson

Understand the positives and limitations of using Erlang C to calculate your headcount. Learning outcomes include:
 - How many people do we need?
 - What is Erlang trying to do?
 - Limitations of Erlang C
 - Using Erlang in practice

Forecasting & Predictability

Hosted on 10th December 2019 by David Preece

A chance to practice assessing the predictability of events through a classic exercise from The Forum to help you hone your skills in forecasting ad hoc events.

Understanding & Managing Sample Bias

Hosted on 13th December 2019 by Ian Robertson

 - How to Identify Sample Bias & ensure you reduce the likelihood of bias
 - The impact on your data and insight validity from Sample Bias and the potential impact to your business
 - Common Sample Bias issues to look out for

Free Webinar: Planning for COVID-19: Part 1 Forecasting

Hosted on 24th March 2020 by Phil Anderson and David Preece

Explore how to create more certainty from unknown unknown’s and develop a strategic view to planning for COVID-19 (Coronavirus). When there is so much uncertainty and rapidly changing customer behaviours how can we stay ahead of the game and put the right solutions in place? This learning academy module will look at the value of forecasting and alignment to strategic direction.

 - Understand your starting point and effectiveness of your workforce strategy/operating model
 - Collaborate to provide a trusted business forecast
 - Track and measure success and identify improvements

This is the first in a four-part series in the Planning COVID-19 learning academy series.
 

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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


About us

As an independent association established since 2000, we offer a trusted space for professionals in contact centre, field service, back office or retail operation. Benchmark against the best in class and learn from innovators and pioneers.

Learning Academy

Upcoming modules

We have a wide range of virtual modules coming up.

Covid-19 Series

You have a community of support at The Forum. See the series of free webinars to help you through this unusual situation.

Conferences

Customer Strategy & Planning 2020
28th & 29th September 2020
Learn first-hand from practitioners and business leaders who are delivering successful change.

National Conferences 2019
Catch up on the highlights
Annual conferences dedicated to the needs of their communities.

Get in touch
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Birdhall Lane,
Stockport,
SK3 0XA

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