Forecasting & Analysis Modules

Incorporate all relevant data, using statistical and expert methods to produce the best possible predictions. Further your knowledge about what performs best for your problems. They will be scheduled through the year and you can submit your interest at any point. 

Free Webinar: The Agents' Voice - hear what they have to say

Hosted on 22nd October 2020

Research findings that will surprise you

QStory will share with you recently conducted research with Contact Centre agents to understand what really drives them, why they move jobs, what makes them happy, what they think makes the customer happy and why they want to stay with their employer.

Join QStory's COO Fiona Coleman and Customer Success Manager, Tony D'Cruze are joined by Marcus Hickman from Davies Hickman and special guest Martin Teasdale.

Data Visualisation

Hosted on 22nd July 2020 By Ian Robertson

Explore effective ways of presenting data in a meaningful, interesting and engaging way. Improve the way you inform and persuade your key stakeholders.  
 - Understand why your existing reports don’t excite or engage your stakeholders
 - Learn the basics of data visualisation and how to communicate information
 - Apply “2 key questions” and start the use the tools and resource you need 

The pattern of great presentations

Hosted on 20th July by Ian Robertson and Alison Conaghan

In this module we look at how techniques from great speakers through history can be used to bring your presentations to live and bring your audience on your journey.

Emotional Engagement & The Power of Stories

Hosted on 17th July 2020 by Ian Robertson

Often facts and data will not get our message across. We need to understand our audience and use emotional engagement techniques to bring our insight to life. In this module we explore some simple emotional engagement techniques to make your communications, presentations and reports more meaningful. We also explore the power of stories in understanding our stakeholders and overcoming their fears and doubts.

The Pyramid Principle for Effective Communication

Hosted on 17th July 2020 by Ian Roberston

Like us our stakeholders have limited time, we rarely read every emails and report we receive end to end, and neither do they. We may have just a few seconds to land our message and get our audience to take action or read on. The pyramid principle is a simple technique to help you structure your communications and reports to quickly answer the “So what?” and land your core message.

Accuracy & Confidence

Hosted on 15th June 2020 by Ian Robertson

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

Identifying Opportunities from Patterns & Exceptions

Hosted on 9th June 2020 by Ian Robertson

To innovate and be the best that we can we need to identify and exploit the best opportunities not just to improve but also to learn.

In this module we explore,
 - How to find the right opportunities
 - Creating time to learn and improve
 - Striking the right balance between proactive & reactive insight
 

Introduction to the Insight Cycle

Hosted on 8th June 2020 by Ian Robertson

Our best practice framework for data, analytics & insight, has the Scientific method at its heart and draws inspiration from methods that drove success with the planning framework last year. In this module we;   
 - Explore the scientific method
 - Introduce our new insight cycle
 - Share an exercise to identify the gaps and opportunity in your data, analytics and insight processes.

Descriptive Statistics - Part 2c

Hosted on 29th May 2020 by Ian Robertson

Following on from Descriptive Statistics Part 1. In this module we look at applying these techniques to real life scenarios, you will receive exercises to complete before we talk you through the solutions.

Descriptive Statistics - Part 2b

Hosted on 29th May 2020 by Ian Robertson

Following on from Descriptive Statistics Part 1. In this module we look at applying these techniques to real life scenarios, you will receive exercises to complete before we talk you through the solutions.

Descriptive Statistics - Part 2a

Hosted on 29th May 2020 by Ian Robertson

Following on from Descriptive Statistics Part 1. In this module we look at applying these techniques to real life scenarios, you will receive exercises to complete before we talk you through the solutions.

Delivering value with targets

Hosted on 19th May 2020 by Ian Robertson

There is no point setting targets if they don’t deliver value and benefits. In this module;
 - Learn how good targets can deliver value, benefits and return on investment
 - See the pros and cons of competitive and collaborate targets
 - Hear how to avoid targets driving the wrong behaviours

Dealing with Ad hoc Requests

Hosted on 14th May 2020 by David Preece and Ian Robertson

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

Benchmarking

Hosted On 12th May 2020 By Ian Robertson

Benchmarking is important in understanding best practice, comparing ourselves with our competitors and becoming the best, but there are many pitfalls to avoid. In this module;
 - Hear the value of benchmarking
 - Learn how to avoid the common mistakes
 - Hear our top tips for benchmarking

Performance Records, Data Tables, Rigour and Governance

Hosted on 5th May 2020 by Ian Robertson

Clear documentation and structure can help us remove single points of failure, avoid arguments, ensure a single version of the truth and avoid duplicated work. In this module;
 - See how to create a data dictionary to ensure a single version of the truth
 - Learn techniques to ensure metrics are used to drive the right behaviours
 - Facilitate exception based reporting with agreed triggers

Target Typology

Hosted on 30th April 2020 by Ian Robertson

How do you avoid your targets being misunderstood, misinterpreted and misused. In this module;
 - Learn the different target types
 - Understand tolerances & triggers
 - Avoid common mistakes

The Strategy Pyramid

Hosted on 28th April 2020 by Ian Robertson

Before setting targets and goals it is important that these are aligned to strategies that support your organisational goals. In this module;
 - Understand your organisational goals
 - See how to balance your strategies
 - Learn how to align the right metrics and targets to your strategies

Root Cause Analysis

Hosted on 21st April 2020 by Ian Robertson

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

Telling a Story with Numbers

Hosted on 7th April 2020 by Ian Robertson & Phil Anderson

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

Descriptive Statistics - Part 1

Hosted on 20th March 2020 by Ian Robertson

It is easy to lie with statistics it is easier to lie without them. Whether we are an analyst or a decision maker a basic knowledge of statistical knowledge is essential to;

 - Understand the predictability, variability and repeatability of our data and allow us to separate the exceptions from the normal
 - Ensure we are giving the right message
 - Make sure we aren’t being mislead and are focussing on the normal rather than the rare exceptions

In this pre-recorded webinar module we the introduce the principles of statistics including, standard deviation, standard error and confidence levels. The accompanying excel workbook allows you to pause and play, and practice with real life examples at your own speed. 
 

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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.

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On-demand modules

We have a wide range of virtual modules that you can view at your own pace.

Covid-19 Series

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Conferences

Customer Strategy & Planning 2020
28th Sept - 9th Oct, Virtually
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.

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