2022 Customer Strategy & Planning Virtual Conference

Our annual flagship conference for industry professionals

4th - 13th April, Virtually

Specifically designed

This highly-rated event is far more than just a conference

Designed specifically for Planning, Insight and Quality & Customer Experience Professionals. Learn first-hand from practitioners and business leaders who are delivering successful change. Bring new ideas and techniques back into your organisation.
Gold Sponsor
Silver Sponsors
Online conference

A virtual month packed full of inspiring speakers 

The virtual conference will kick-off on Monday 4th April at 09:30 with The Forum’s keynote and launch of the best practice guide. This will be followed by a mixture of keynotes, technology showcases and workshops throughout April. 

The agenda has been designed differently to space and pace your learning, helping you to protect your time around other business activities.  All virtual sessions will be recorded and made available on-demand. So, if you have any time of over Easter, you can easily catch-up.
Conference Agenda

Customer Strategy and Planning Virtual Conference

Monday 4th April
Tuesday 5th April
Wednesday 6th April
Thursday 7th April
Friday 8th April
09:30
Keynote
Keynote
Keynote
Keynote
Your Moment of Truth: Confident to Succeed
The Forum Team will introduce this year’s theme: Your Moment of Truth: Confident to Succeed. 45mins.






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Customer Experience
In his high impact keynote, Martin Hill Wilson will explore four trends that are shaping our future and influencing the design of customer experience. Gain insight on what’s here and what’s coming. Strap in and enjoy! 45mins.


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Operational Planning
Hear from Phil Baker, Customer Experience Lead at NatWest & Chris Coyle, Head of Customer Service Systems at William Hill on how Real Time Operational planning has had to adapt and what the new expectations for best-in-class. 45mins.

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Data Strategy
Data lead decisions are critical to sustained success, so our data architecture is the foundation that everything else we do should be built on. Hear from Richard Moore, Enterprise Analytics Leader, Anglian Water. 45mins.

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10:30
Keynote
Workshop
Workshop
Workshop
Strategic Planning
Hear from Scott Clifford, Senior Director at FIS/Worldpay & Eoin Power, Planning Director at BT-EE on how strategic planning has evolved and what the future may hold. 45mins.

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Customer Experience
Key drivers of customer experience & how we influence them. 90mins.






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Tactical Planning
Understand the tension that exists in your organisation between Customer, Colleague and Corporate requirements and what we need to do. 90mins.


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Statistical Confidence 
Focus on key skills for success as analysts, planners & managers. 90mins.





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12:30
Technology Showcase
Technology Showcase

NICE: Agents are now used to flexibility in every aspect of their lives, they can choose when to do their banking, catch up on box sets and even play games. We need to reflect this flexibility and customization in the work place. 45mins.





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Webhelp & Centrical – WEM’s Moment of Truth?  Transformation leaders from Webhelp will share how they’re redefining their CX operating model, leveraging real-time performance management, advanced gamification, and microlearning to engage employees and push the limits of performance with Centrical. 45mins.

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14:00
Workshop
Workshop
Predictive Analysis

Strategic Planning
Redefine and reshape your strategic planning. 90mins.





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Upskilling Operations
This workshop will explore the value and importance of understanding the colleague lifecycle and how to become agile in the face of change. 90mins.

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Monday 11th April
Tuesday 12th April
Wednesday 13th April
09:30
Keynote
Keynote
Keynote
Absence, Attrition and Attraction
With a continued uncertainty, a number of problems will be experienced due the 
“3-A’s”. Phil Anderson will be joined by Scott Budding, Head of WFO at Sabio
45mins.

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Hybrid Working

Phil Anderson and Dave Vernon deliver a framework for forward thinking. 45mins.





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Professionalism & Learning
Hear from Lucy O'Shea, Hoist Finance a member of our Leaders of the Future programme, and the Forum team on how to gain the confidence to move ahead and move up. 45mins.

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10:30
Workshop
Workshop
Workshop

Managing Performance
Using the right measures isn’t always easy and this workshop will help you to understand how a metric can serve many purposes. 90mins.

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Engaging Presentations
Connect with your audience with simple but highly effective techniques, taking your presentations to the next level. 90mins.

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12:30
Technology Showcase
Technology Showcase
Technology Showcase

Join Amy King, People Matter and Scott Budding, Sabio as we run through the Mental Health solution that Sabio are bringing to the Contact Centre industry which supports employee wellbeing and offers team level analytics. 45mins.

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Workforce Wellbeing Recovery Toolkit: Practical strategies & resources to turn workforce wellbeing into your competitive advantage with Calabrio. 45mins.



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Dear Dave
In a live session of Dear Dave, David Preece from QStory will answer real-life questions and show how IDA and QStory’s latest features make Real-Time teams’ lives easier. 45mins.


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Conference Agenda

Customer Strategy and Planning Virtual Conference

Monday 4th April
09:30
Keynote
Theme: Moment of Truth
Hear from The Forum and one of our guests. 45mins.
10:30
Keynote
Strategic Planning
Hear from The Forum and one of our guests. 45mins.
12:00
Technology Showcase
Technology Showcase
Hear new ideas from one of our partners. 45mins.
13:00
Workshop
Strategic Planning
Interactive session with thought leadership and discussions. 90mins.
Tuesday 5th April
09:30
Keynote
Customer Experience
Hear from The Forum and one of our guests. 45mins.
10:30
Workshop
Workshop
Interactive session with thought leadership and discussions. 90mins.
12:00
Technology Showcase
Technology Showcase
Hear new ideas from one of our partners. 45mins.
13:00
Workshop
Skills & Capability
Interactive session with thought leadership and discussions. 90mins.
Wednesday 6th April
09:30
Keynote
Operational Planning
Hear from The Forum and one of our guests. 45mins.
10:30
Workshop
Tactical Planning
Interactive session with thought leadership and discussions. 90mins.
12:00
Technology Showcase
Technology Showcase
Hear new ideas from one of our partners. 45mins.
Thursday 7th April
09:30
Keynote
Insight
Hear from The Forum and one of our guests. 45mins.
10:30
Workshop
Analysis Skills
Interactive session with thought leadership and discussions. 90mins.
12:00
Technology Showcase
Technology Showcase
Hear new ideas from one of our partners. 45mins.
13:00
Technology Showcase
Technology Showcase
Hear new ideas from one of our partners. 45mins.
Monday 11th April
09:30
Keynote
Absence, Attrition & Attraction
Hear from The Forum and one of our guests. 45mins.
10:30
Workshop
Workshop
Interactive session with thought leadership and discussions. 90mins.
12:00
Technology Showcase
Technology Showcase
Hear new ideas from one of our partners. 45mins.
13:00
Technology Showcase
Technology Showcase
Hear new ideas from one of our partners. 45mins.
Tuesday 12th April
09:30
Keynote
Hybrid Working
Hear from The Forum and one of our guests. 45mins.
12:00
Technology Showcase
Technology Showcase
Hear new ideas from one of our partners. 45mins.
Wednesday 13th April
09:30
Endnote
Professionalism & Learning
Hear from The Forum and one of our guests. 45mins.
10:30
Workshop
Engaging Presentation
Interactive session with thought leadership and discussions. 90mins.
12:00
Technology Showcase
Technology Showcase
Hear new ideas from one of our partners. 45mins.

Speakers

Phil Anderson
Director
The Forum
Phil Baker
Customer Experience Lead 
NatWest
Scott Budding
Head of WFO
Sabio
Ian Chappell
Solutions Consultant
Centrical
Ioan Ciorneschi
Group Technical Program Manager
Webhelp
Scott Clifford
Senior Director Global Workforce Planning and Strategic Insights
Worldpay from FIS
Alison Conaghan
Planning & Insight Specialist
The Forum
Ed Creasey
Director of Pre-Sales International
Calabrio
Graeme Gabriel
WFO Solutions Consultant
NICE Systems UK
Martin Hill-Wilson
Owner
Brainfood Consulting
David Kay
WFO Solutions Consultant 
NICE Ltd
Amy King
Business Psychologist, Co-Founder, CEO
People Matter 
Richard Moore
Enterprise Analytics Leader
Anglian Water
Lucy O'Shea
Tactical Planning Lead
Hoist Finance
Eoin Power
Planning Director
BT-EE-Plusnet
David Preece
Solution Consultant
QStory
Chris Rainsforth
Director
The Forum
Ian Robertson
Insight & Quality Specialist
The Forum
Paul Smedley
Founder & Chair
The Forum
Thomas Soria-Galvarrao
Global Sales Lead
Webhelp
Dave Vernon
Director
The Forum

Prices & Booking

Places are free to members using member places in line with the level of membership. 1 place purchased within a membership gives you a place at both the Virtual and Face to face event. Extra places for each event (either Virtual or Face-to-Face) can be purchased at £625 exclusive of VAT.

All paid for places must be settled before the conference begins. A credit card guarantee can be used to hold a place. All bookings are subject to The Forum's normal terms which can be read here. Cancellation does not automatically mean an invoice is no longer payable.

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Fill in your details to register for the 2022 Customer Strategy & Planning conferences and Awards Celebration