Academy Modules

Over 140 modules of learning form the backbone of our academy, allowing you to focus on what is most relevant and important. Join the courses as online webinars for just £45pp and pace yourself, with learning modules every month or quarter, to build a development plan for the year that is bespoke to your needs.

Free Webinar: Planning for COVID-19: Part 2 Scheduling, introducing flexibility

31st March, 2pm

Discover different ways to add and increase your flexibility to meet the changing demands for your business. Learn how to prepare your colleagues and how to support them into temporary changes to their working patterns. Learn how to increase and decrease hours, depending on your need.

 - Learn how other organisations have applied the flexibility toolkit
 - Pitfalls to avoid and classic mistakes that can come back to haunt you
 - Distinguish being tactical trials and pilot schemes and long-term strategy 

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

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 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

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

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.

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

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

Telling a story with numbers

21st July, 10:30am

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

Introduction to Influencing Skills

21st July, 14:00

Being able to influence the decision of others is a key skill for all planners.  In this session, learn the basic approaches which will allow your audience to process information in their own way, using their beliefs and memories to deliver great outcomes.
 - Learn the difference between Tell, Ask and Influence
 - Understand how people make decisions
 - See how the language of engagement helps influencing

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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Birdhall Lane,
Stockport,
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