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.
 

Free Webinar: Planning for COVID-19: Part 3 Scheduling, sustaining flexibility

7th April, 2pm

Acting quickly doesn’t mean over-reacting and making bad decisions. Uncertainty can create unsustainable, short-term solutions which could lead to bigger problems and negative lasting legacies. This learning academy module will look at how the flexibility toolkit can support short-term fixes and support a long-term workforce and wellness strategy.

 - Understand the range of options available and how these can be used and abused!
 - Create checkpoints, reviews and sustainability
 - Track and measure success and identify improvements

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

Free Webinar: Planning for COVID-19: Part 4 Real-Time

9th April, 2pm

The need for agility and flexibility is always great: at times like these, they are of paramount importance.  This session will show you how a focus on automation can help to release bandwidth for insight and analysis to benefit your organisation. 

 - Understand the flexibility toolkit and how it can be applied
 - Automate key functions and speed up Real Time response times
 - Close the loop to enable Learning & Understanding

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

Free Webinar: Planning for COVID-19 Thinking beyond now and future building continuity

15th April, 14:00

The COVID-19 pandemic is without doubt disruptive, meaning a significant change in the world of customer contact. However, this prompted a huge catalyst for redesigning your strategy, operating model and business continuity plans. This webinar will take a look at now and help us to start think of tomorrow.
 - Reflect and learn from different approaches to planning for COVID-19
 - Understand how Real-Time automation can support business continuity, with special guest Intradiem
 - Start to consider your exit strategy and prepare for the future “business as usual” 

Free Webinar: Planning for COVID-19 Networking call

16th April, 2pm

Open discussion allowing you to share the steps you’ve taken to manage and plan for COVID-19. This is an opportunity to listen to different approaches and learn from the mistakes and successes. Join this session as an observer/listener or actively participate, it's up to you, this is an open discussion for all resource planners and business leaders who want to learn and improve.

Root Cause Analysis

21st April, 1:30pm

Root cause analysis is a core skill for analysts and forecasters but is something that few of us do well.  If we want to predict or shape the future it is vital that we understand the past.  In this webinar we will explore

- Why do we need root cause analysis
- How do we ensure we are asking the right questions
- Common Mistakes
- Use of technology to support root cause analysis

Planning for COVID-19, Revisiting Homeworking

22nd April, 14:00

How is your new virtual contact centre performing? Following on from the panel discussion last month, this is an opportunity to reflect on what you’ve achieved, learn from what other organisations have done and start to consider your long-term operating model.
 - Hear from industry professionals around their approach to Planning for COVID-19
 - What would you have done differently?
 - Start to consider your exit strategy and prepare for the future “business as usual” 

Planning for COVID-19, How COVID-19 is impacting business culture, with guest speaker Lou Banks, Rising Vibe

23rd April 14:00

Discover the impact of COVID-19 on your business culture and how to enable small shifts to tackle implications on employee mental health. Gain insight into social pain and how COVID-19 is exacerbating this. 

The World Health Organisation have issued advice and guidance on Mental Health Considerations during the COVID-19 Outbreak.

Rising Vibe understand the impact on both employees and leaders at this difficult time. Whether employees are feeling fear around catching the virus or economic implications on their life, or leaders are experiencing stress and anxiety around managing a business or keeping an SME afloat during this time, we are all experiencing some low vibe emotions in this current climate of uncertainty. 

Listen in and find out how you can learn from this and make changes in your business.

Shrinkage Calculations

24th April, 10:30am

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.

Free Webinar - 2020 Vision: Crystallising your knowledge Launch

27th April, 2pm

2020 is The Forum’s 20th year and this year we want to look back on our first 20-years and think ahead for the next 20-years. Our vision, back in 2000, was and remains to raise standards in customer operations helping to set standards across Planning, Insight and Quality. Now, having established communities of best practice we can continue to raise standards and prepare for the future.

This year’s theme refers to the clarity and sharpness of vision required to purposely move forward towards your targets, goals and dreams. Whilst recognising the benefit of our fluid thinking over the past 20-years to crystallise our knowledge of best practice and standards.

 - “Purpose, Learning and Self-Awareness” Keynote from The Forum’s Phil Anderson
 - 2020 Best Practice Guide launch and chapter review
 - 2020 Best Practice Programme – how to get involved

Introduction to Stakeholder Management

28th April, 09:30

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

Conformance & Adherence Value & Management Methods

28th April, 11:00

Measuring and managing adherence and conformance effectively is critical, however this is often mis-understood and can drive the wrong behaviour.  This module takes a close look at both measures, how they should becalculated and classic mistakes. Learning outcomes include:
 - Understand how to calculate and report adherence and conformance
 - Define new measures which drive the right behaviour
 - Learn the pit falls to avoid and how to improve performance

The Strategy Pyramid

28th April, 11am

Before setting targets and goals it is important that these are aligned to strategies that support your organisational goals. In this module;
 - Understand your organisational goals
 - See how to balance your strategies
 - Learn how to align the right metrics and targets to your strategies

Shrinkage Calculations

29th April, 2pm

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.

Target Typology

30th April, 2pm

How do you avoid your targets being misunderstood, misinterpreted and misused. In this module;
 - Learn the different target types
 - Understand tolerances & triggers
 - Avoid common mistakes

Performance Records, Data Tables, Rigour and Governance

5th May, 2pm

Clear documentation and structure can help us remove single points of failure, avoid arguments, ensure a single version of the truth and avoid duplicated work. In this module;
 - See how to create a data dictionary to ensure a single version of the truth
 - Learn techniques to ensure metrics are used to drive the right behaviours
 - Facilitate exception based reporting with agreed triggers

Benchmarking

12th May, 11am

Benchmarking is important in understanding best practice, comparing ourselves with our competitors and becoming the best, but there are many pitfalls to avoid. In this module;
 - Hear the value of benchmarking
 - Learn how to avoid the common mistakes
 - Hear our top tips for benchmarking

Understanding people (including how to say no)

12th May, 1:30pm

Understanding Growth / Fixed mindset:

- What happens in our heads when we hear or say "no"
- Learn to handle objections

Forecasting & Predictability

13th May, 10:30am

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.

Dealing with Ad hoc Requests

14th May, 14:00

Not all ad hoc requests are time-stealers!  Some of them add value and insight and quickly become BAU work.  This session looks at the art behind identifying what is urgent and valuable and what isn’t.
 - Understand the inevitability of Ad Hoc requests
 - Learn how to prioritise requests and eliminate waste
 - See how asking the right questions enables you to quickly understand the driver behind the request

Delivering value with targets

19th May, 2pm

There is no point setting targets if they don’t deliver value and benefits. In this module;
 - Learn how good targets can deliver value, benefits and return on investment
 - See the pros and cons of competitive and collaborate targets
 - Hear how to avoid targets driving the wrong behaviours

Forecasting & Predictability

21st May, 2pm

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.

Scheduling & The Flexibility Toolkit

2nd June, 2pm

One you have determined the volatility of your volumes you can start to think of ways to manage this through scheduling. The flexibility toolkit contains 18 options that you can use in your business. Learning outcomes include:
 - What are the flexibility options and which can be combined? 
 - Pros and cons of each method and case study examples of how they’ve been implemented.
 - Understanding how different tool kit options can be used strategically and tactical

Scheduling & Flexibility Toolkit

12th June, 10:30pm

One you have determined the volatility of your volumes you can start to think of ways to manage this through scheduling. The flexibility toolkit contains 18 options that you can use in your business. Learning outcomes include:
 - What are the flexibility options and which can be combined? 
 - Pros and cons of each method and case study examples of how they’ve been implemented.
 - Understanding how different tool kit options can be used strategically and tactical

Accuracy and Confidence

16th June, 1:30pm

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

Advanced Forecasting Techniques and Analysis Tools

19th June, 14:00

There are many different forecasting techniques and analysis tools available to the modern planner.  This session will introduce delegates to some of the more common ones in use today.
 - Learn about pure Time Series methodologies
 - Understand Standard Deviation and it can be used to improve forecasting
 - See how explanatory modelling can benefit your business

Real-time, Adherence and Conformance

24th June, 2pm

Measuring and managing adherence and conformance effectively is critical, however this is often mis-understood and can drive the wrong behaviour.  This module takes a close look at both measures, how they should calculated and classic mistakes. Learning outcomes include:
 - Understand how to calculate and report adherence and conformance
 - Define new measures which drive the right behaviour
 - Learn the pit falls to avoid and how to improve performance

Real-time, Adherence and Conformance

3rd July, 10:30am

Measuring and managing adherence and conformance effectively is critical, however this is often mis-understood and can drive the wrong behaviour.  This module takes a close look at both measures, how they should calculated and classic mistakes. Learning outcomes include:
 - Understand how to calculate and report adherence and conformance
 - Define new measures which drive the right behaviour
 - Learn the pit falls to avoid and how to improve performance

Driving Strategy through Capacity Planning

14th July, 1:30pm

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

-    Building capacity plans with you strategy in mind

-    Influencing strategy through capacity planning

Telling a story with numbers

15th July, 2pm

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 Real Time

16th July, 14:00

Daily Real Time tasks work best when they are fully aligned to overarching business goals and objectives.  If they are not, the result in wasted effort and add no value.
 - Learn how to identify the strategy of your business
 - Understand the language of engagement and the benefit of strategic communication
 - See how volatile businesses use Playbooks to their advantage

Theme picker

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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67 Europa Business Park,
Birdhall Lane,
Stockport,
SK3 0XA

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