Assisted Learning Pathways

Using RAG models to take action

Date TBC

Understanding how to create effective thresholds to really drive improvement through easy to understanding Red, Amber and Green status.  This module will explore classic mistakes and top tips to improve how you communicate numbers:

- The purpose of Red, Amber and Green status

- Mistakes to avoid

- Top tips, new techniques and tried and tested examples

Measures of Success: Balanced Scorecards

Date TBC

Understand how to create the right measures to track and develop your real time effectiveness. Learn how to create the right process, aligned to your strategy and how to take a holistic view when setting measures of success. Learning outcomes include:

- What does good look like? Explore the key characteristics of an ideal real time function and key considerations to develop understanding and learning.

- Define your purpose. Understand how real-time planning can support your business strategy and impact it can have on customers and colleagues.

- Creating the right measures. Understand different perspectives and develop a holistic framework of success measures.

1-Day Stakeholder Engagement and Communication

Date TBC

Learn how to create your own stakeholder map and communication plan, teaching you basic influencing skills to help you succeed. After this course, you will;

  • Understand how to identify stakeholders and use a mapping tool
  • Create a communication plan and engagement strategies for stakeholders
  • Be able to deploy simple influencing skills at work

Digital Channel Planning

Wednesday 12th June, 10:00 - 11:30

Free Webinar - 2020 Vision: Crystallising your knowledge Launch

Hosted on 27th April 2020 by Phil Anderson and Paul Smedley

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

Best Practice in Planning Assisted Learning Pathway

Virtual Learning

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

Best Practice in Planning Assisted Learning Pathway

w/c 20th May 2024

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

w/c 20th May 2024, Virtual Learning

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

w/c 20th May 2024, Virtual Learning

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

w/c 20th May 2024, Virtual Learning

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

Planning & Insight in Field & Branch Operations

w/c 20th May 2024, 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

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