Upcoming Conferences

The Forum hold key conferences through out the year including our flagship Customer Strategy and Planning conference and community conferences that offer a great opportunity to learn, share and network.

Are you a Director or Senior Leader? 
Join our regular forums to raise standards in customer operations together. The Forum holds events for leaders to network and hear from inspirational speakers throughout the year. 

National Conference 2021

Virtually 1st to 5th November

This year our National Conferences for Planning, Insight & Customer Experience will be held virtually across the week of 1st November, to be as accessible as possible to everybody.

National Conference Community Connection 2021

9th November, Crewe Hall

Our Community Connection face-to-face event will be on Tuesday, 9th November at Crewe Hall, Crewe from 8.30 until 5.00, COVID regulations permitting.

It is our first face-to-face national event for over 2 years and places are strictly limited, to ensure safe use of the space. They will be allocated on a first-come basis.  

We will hold your membership places until 15th October, after that date we will open places to  a waitlist. We recommend that you confirm your places before this date.

Customer Strategy & Planning 2022

26th April 2022, Newcastle & Virtually

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.

- Established and high-profile speakers, many of whom have never spoken for us before.
- Great ways to benchmark, develop new ideas and network with fellow professionals.
- Focussed discussions and presentations

Read more

Categories: 2022 CSP


Previous Conferences

Catch up on the presentations from our previous conferences.

Planning & Insight in the Back Office Assisted Learning Pathway

w/c 16th May 2022, Virtual Kickoff

Learn how to apply the whole planning cycle, from capacity to scheduling & real time, with the chance to explore further your role and where it fits in.

After this session, you will understand;

 - The key elements of capacity plans and backlog management
 - How to set up effective data, reporting & comms plans
 - Crucial elements of a good plan and their impacts, including shrinkage, models & forecasting

Best Practice in Insight, Reporting and Analysis Assisted Learning Pathway

w/c 16th May 2022, Virtual Learning

Learn the secrets of great analysis and reporting that drives action, whether working on resourcing, customer, performance, analytics or other types of data.

After this session, you will understand;

 - What good looks like: with examples, trends, top tips and pitfalls to avoid
 - How reports & presentations can drive brilliant learning
 - Methods to improve data structure, accuracy and analysis

Planning & Insight in Field & Branch Operations

w/c 16th May 2022, Virtually

Learn how to apply the whole planning cycle, from capacity to scheduling & real-time, with the chance to explore further your role and where it fits in.

After this session, you will understand;

 - The key drivers of performance and how to explain them
 - How to set up effective data, reporting & comms plans
 - Crucial elements of a good plan and their impacts, including shrinkage, models & forecasting

Planning & Insight in Field & Branch Operations

7th March 2022, Virtually

Learn how to apply the whole planning cycle, from capacity to scheduling & real-time, with the chance to explore further your role and where it fits in.

After this session, you will understand;

 - The key drivers of performance and how to explain them
 - How to set up effective data, reporting & comms plans
 - Crucial elements of a good plan and their impacts, including shrinkage, models & forecasting

Planning & Insight in the Back Office Assisted Learning Pathway

w/c 7th March 2022, Virtual Kickoff

Learn how to apply the whole planning cycle, from capacity to scheduling & real time, with the chance to explore further your role and where it fits in.

After this session, you will understand;

 - The key elements of capacity plans and backlog management
 - How to set up effective data, reporting & comms plans
 - Crucial elements of a good plan and their impacts, including shrinkage, models & forecasting

Best Practice in Insight, Reporting and Analysis Assisted Learning Pathway

W/C 7th March 2022, Virtual Learning

Learn the secrets of great analysis and reporting that drives action, whether working on resourcing, customer, performance, analytics or other types of data.

After this session, you will understand;

 - What good looks like: with examples, trends, top tips and pitfalls to avoid
 - How reports & presentations can drive brilliant learning
 - Methods to improve data structure, accuracy and analysis

Virtual Networking Group for Reporting & MI Automation

9th December 2021, 9:30 - 11:00

Networking Group for Predictive Analytics, Insight & Forecasting

7th December 2021, 11:30 - 13:00

Planning & Insight in the Back Office Assisted Learning Pathway

w/c 29th November 2021, Virtual Kickoff

Learn how to apply the whole planning cycle, from capacity to scheduling & real time, with the chance to explore further your role and where it fits in.

After this session, you will understand;

 - The key elements of capacity plans and backlog management
 - How to set up effective data, reporting & comms plans
 - Crucial elements of a good plan and their impacts, including shrinkage, models & forecasting

Best Practice in Insight, Reporting and Analysis Assisted Learning Pathway

w/c 29th November 2021, Virtual Learning

Learn the secrets of great analysis and reporting that drives action, whether working on resourcing, customer, performance, analytics or other types of data.

After this session, you will understand;

 - What good looks like: with examples, trends, top tips and pitfalls to avoid
 - How reports & presentations can drive brilliant learning
 - Methods to improve data structure, accuracy and analysis

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