Conferences

The Forum holds key conferences through out the year including our flagship Spring Customer Strategy and Planning, Our Summer Best Practice Showcase and Autumn #RaisingStandards 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. 

2024 Spring Customer Strategy & Planning (Virtual)

13th - 17th May 2024

Learn WHY we need to keep “Raising Standards in Customer Operations" 
Our flagship Conference, this highly rated event is far more than just a conference. Designed specifically to focus on the hot topics within the industry and thought leadership whilst also delivering practical skills with new ways of thinking that will enhance you as a person.

2024 Best Practice Showcase (In-Person)

Thursday 27th June 2024, Principal Hotel, York

Learn WHAT our award finalists are doing to keep “Raising Standards in Customer Operations”.
This conference offers a unique chance for you to learn directly from our Awards winners. You will hear from the teams and individuals who are making a difference in their business, powerful partnerships whether that is with a technology provider or an outsource partnership. Finally, you can discover how large transformation projects have made massive changes in any business.

Speakers will be announced following the announcement of our award winners in April 2024 at Mercure Hotel, Manchester.

2024 Best Practice Showcase (Virtual)

2nd - 4th July 2024

Learn WHAT our award finalists are doing to keep “Raising Standards in Customer Operations”.
This conference offers a unique chance for you to learn directly from our Awards winners. You will hear from the teams and individuals who are making a difference in their business, powerful partnerships whether that is with a technology provider or an outsource partnership. Finally, you can discover how large transformation projects have made massive changes in any business.

Speakers will be announced following the announcement of our award winners in April 2024 at Mercure Hotel, Manchester.

2024 Autumn Conference #RaisingStandards (Virtual)

14th - 18th October 2024

Learn HOW you can apply "Best Practice"
Designed specifically for Planning, Insight and Quality & Customer Experience Professionals. Learn first-hand from practitioners and business leaders who are delivering successful change whilst having the opportunity to collaborate with others. Bring new ideas and techniques back that will raise standards within your “Customer Operation”.

2024 Autumn Conference #RaisingStandards (In-Person)

Tuesday 5th November 2024, Delta by Marriot - Nottingham Belfry Hotel

Learn HOW our community is applying “Best Practice”
This conference is designed specifically for Planning, Insight and Quality & Customer Experience Professionals. Learn first-hand from practitioners and business leaders who are delivering successful change whilst having the opportunity to collaborate with others. Bring new ideas and techniques back that will raise standards within your “Customer Operation”.

On-Demand Conferences

Catch up on the presentations from our previous conferences.
Best Practice in Planning Assisted Learning Pathway

Best Practice in Planning Assisted Learning Pathway

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 course, you will;

 - See how each planning stage impacts others
 - Explore the importance of handoffs and the data journey
 - Understand the importance of shrinkage and forecasting in maintaining an effective plan

Capacity Planning, Forecasting & Budgets Assisted Learning Pathway

Capacity Planning, Forecasting & Budgets Assisted Learning Pathway

This course gives you knowledge to support you in your role and overcome the obstacles you face, to help you create a culture of data-driven decision making.

After this course, you will understand;

 - The key numbers in a capacity plan & how to explain them
 - How plans & forecasts flows from strategy & budgets through the entire planning cycle
 - Managing data to ensure a single version of the truth

Scheduling & Wellness: Managing Flexibility Assisted Learning Pathway

Scheduling & Wellness: Managing Flexibility Assisted Learning Pathway

Learn about lifestyle and wellness options that help balance people with business needs and explore the volatility of your operations’ workload.

After this course, you will understand;

 - How to analyse your flexibility requirements and opportunities
 - What options are available to improve your coverage while supporting wellness & lifestyle
 - How to develop a flexibility strategy that is a corporate asset

Operational Readiness & Effectiveness Assisted Learning Pathway

Operational Readiness & Effectiveness Assisted Learning Pathway

Learn how to determine the optimal approach and build an operational playbook, in order to improve your Real-Time function and tactical planning framework.

After this course, you will understand;

 - The role of Real-Time and how to add most value as analysts
 - The predictability/impact of events. How to set effective triggers and actions
 - How to analyse your flexibility demands and manage shrinkage

Best Practice in Insight, Reporting and Analysis Assisted Learning Pathway

Best Practice in Insight, Reporting and Analysis Assisted Learning Pathway

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

Best Practice in Quality & Improvement Assisted Learning Pathway

Best Practice in Quality & Improvement Assisted Learning Pathway

This course is for professionals, who want to make a tangible difference over the coming year, with robust frameworks for quality and improvement, based on proven methods.  Through the programme, you will:

- Learn how to put customer experience and quality at the heart of your operating model & culture.
- Understand how a fit-for-purpose monitoring & prioritisation framework can drive improvement and be able to apply this in your work.
- Learn how to drive powerful improvement, using data and feedback, for service recovery, process improvement and behavioural change.
- See what best practice looks like, with insight from practical examples, emerging trends and top tips, seeing how to avoid key pitfalls.

Planning & Insight in Field & Branch Operations

Planning & Insight in Field & Branch Operations

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

Planning & Insight in the Back Office Assisted Learning Pathway

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

Strategy & Leadership: Impossible to Inevitable Assisted Learning Pathway

Strategy & Leadership: Impossible to Inevitable Assisted Learning Pathway

This learning pathway will take you on a journey to help you change your mindset and learn key professional skills to support your role now and in the future.  Combining The Forum’s Learning Academy and i2i Goal Achievement programmes, along with monthly tutorials you can benefit from working alongside a cohort group, bespoke learning and mentoring support from The Forum and i2i.

Excel for Analysts Assisted Learning Pathway

Excel for Analysts Assisted Learning Pathway

While we may now use a range of different reporting and analysis tools, excel remains a key tool for many analysts. Even if we don’t use it for our regular reporting, we may well use it to test out new ideas or when we need answers quickly. Some talented analysts can struggle with excel and even experienced users may only use a small part of the functionality. Excel skills can be easily learned and allow us to make a real difference in our analysis. Not only improving and even automating our reporting but building a foundation ok knowledge and skills we can apply to other systems.

Through the assisted learning pathway we will explore:
 - Key techniques and formulae
 - How to automate your excel reporting
 - Fundamental insight techniques to ensure your analysis makes a difference.
 

Knowledge Management Assisted Learning Pathway

Knowledge Management Assisted Learning Pathway

Knowledge and Content Management is growing in importance within our industry. It is key to helping both internal colleagues and external customers. Through the programme we offer practical knowledge and examples for specialist knowledge management teams, as well as key tips and guidelines for analysts and managers.  

Through the assisted learning pathway we will explore
 - The key principles of knowledge management
 - Knowledge management systems and how others are using these to great affect.
 - Building a business case and measuring return on investment.

Best Practice in Planning Assisted Learning Pathway

Best Practice in Planning Assisted Learning Pathway

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 course, you will;

 - See how each planning stage impacts others
 - Explore the importance of handoffs and the data journey
 - Understand the importance of shrinkage and forecasting in maintaining an effective plan

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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