2020 Customer Strategy & Planning Speakers

The analysis and insight we produce is of little use if it does not drive action. This box set looks at how we can present our data to gain the buy-in and support of our stakeholders so we can drive change and improvement. This series includes 5 online learning modules to apply the learning in your own role to become an accredited professional.

You can watch each module on its own without applying for accreditation. You will then be charged for each individual module.

Knowledge and Content Management is growing in importance within our industry. It is key to helping both internal colleagues and external customers. These videos offer practical knowledge and examples for specialist knowledge management teams, as well as key tips and guidelines for analysts, planners or managers looking to understand more, or curate knowledge in their own area of specialism.  

As analysts we can spend a lot of our time on repetitive tasks. Copying and pasting data from one file to another, cleaning and combining our data to produce regular reports. This is not only tedious and time consuming but it also can lead to errors.

Automating this work can free up our time to do more rewarding work and deliver extra value.

Learn new approaches to driving improvement in your role, alongside other professionals looking to gain new skills or knowledge and make a tangible difference over the coming year. 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.

In this box set we show you the excel formula you need to create effective dashboards. These seven short modules start with the key basic techniques and from these, show how you can soon create complex formula.

 - Basic Mathematical Formulae
 - Structuring Formulae
 - Averages & Ranges
 - Decision Formulae
 - Reference Formulae
 - Dashboard Formulae
 - Pivot Tables

On completion of the box set you can become accredited at a foundation level in our Professional Accreditation Programme by sharing an example of how you have applied these techniques in your own work.

These modules explore the role of insight analysts, and the scientific method, in shaping decisions, generating measurable improvement, and engaging key stakeholders. The modules include practical exercises to help you identify gaps and opportunity in your current approaches.

MI, reports and dashboards are key to the success of any organisation, but are they as effective as they could be. Are they easy to understand, are they focussing on what matters most and are they driving improvement? In this box set we will provide you with ideas and tools that will help you generate improvement and challenge your thinking around topics such as dashboards, operational playbooks, strategy, and target typology.

To deliver value with our data we need to be confident that we are saying is correct and others need to be confident that the data, insight and forecasts we share with them are accurate. Unfortunately the measures we analyse will be affected by random chance and external and internal factors that can make 100% accuracy unachievable. In this box set we will.
 - Share tools and techniques to allow you to measure the impact of chance and understand the limitations of the data.
 - Discuss the ways that our data can become bias and ways we can manage this
 - Teach you to find the right balance between cost/time and accuracy. And make sure the MI, Insight and Forecasts we share are “good enough”

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

The knowledge and ideas we have is of little value if we cannot drive change and improvement. This box set offers you a number of different methods that can improve your engagement with your stakeholders and increase their buy-in. This series includes 5 online learning modules to apply the learning in your own role to become an accredited professional.

Back Office & Processing operations are becoming a bigger focus within our industry.  These videos offer practical knowledge and examples for specialist teams, as well as key tips and guidelines for analysts, planners or managers looking to understand more, or curate knowledge in their own area of specialism.  

Understanding Shrinkage is key to delivering our strategies and managing performance, whether you are a leader, manager or analyst, setting, understanding and delivering targets in the right way is essential for success. This series includes 5 online learning modules to apply the learning in your own role to become an accredited professional.

You can watch each module on its own without applying for accreditation. You will then be charged for each individual module.

Introduction: 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

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

This box set explains the core formulas and concepts behind capacity planning, helping you understand how different channels, tasks, and behaviours shape the numbers you rely on. It shows which measures must be forecasted, how to account for variability, and how to build plans that balance service, cost, and performance. It also explores how to use capacity models for scenario planning, enabling faster decisions, better preparedness, and more confident operational control.

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

This box set gives you the complete toolkit to design, review, communicate, measure, and govern effective modern working patterns.

In this programme, you will learn how to:
 - Understand the true purpose of shift reviews and use proven models to design flexible, fair, and sustainable patterns.
 - Engage stakeholders and colleagues through clear communication, transparent decision-making, and meaningful feedback loops.
 - Design future-ready shifts using data, forecasting, flexible options, and emerging technology.
 - Navigate legal requirements confidently, ensuring compliant, fair, and consistent decisions on working patterns.
 - Measure success using operational KPIs, colleague sentiment, and advanced scheduling insights to refine outcomes.
 - Build strong communication and internal branding strategies that position shift reviews as positive, collaborative initiatives.
 - Establish ongoing governance that keeps shift patterns adaptive, fair, and aligned with performance, demand, and colleague wellbeing

This box set introduces practical forecasting techniques while also focusing on how to make forecasts understood, trusted, and used across an organisation. It explores the real-world challenges that affect forecasting and how to communicate insights in a way that drives better planning, faster action, and more confident decisions. It shows how forecasting connects to strategy and operational reality, turning numbers into influence, preparedness, and meaningful change.