Learning Academy Box Sets

Take the opportunity to gain accreditation in a specific subject. Our Box Sets are groups of related modules that help you focus your learning. The full box set cost includes your accreditation. To complete accreditation, you need to watch all the modules and send an email to accreditation@theforum.social to describe what you have taken from the modules and how you have applied these in your role.
Each Box Set costs £325 +VAT. (Free to anyone on an Assisted Learning Pathway). Click on the descriptions below to book your place now.

Student takeaways

One of our members from Lifeplus completed the Capacity Planning, Budgeting & Forecasting box set these are the headline takeaways:
- A small impact in your field can have a good effect higher up in the ranks at board level i.e. matching up with a higher strategic objective

- Planning teams need to collaborate with other areas/organisations, engage stakeholders

- Increase Operational effectiveness - As a team, we have vastly increased our communication channels

- Improve and manage the flow of your data cycle and version control

- Long Term: Financial and Budget Planning – Operational: Drives capacity, scenario planning, and risk

- In the middle of a transformation/plan, the challenges are still there, and targets not being met --> this must lead to evolving the approach to capacity and demand

- Improve the quality of the data, focussing on what/why/how, determine what happened to the customer base

- Demonstrating Value and ROI – benefits achieved, costs avoided, risks avoided

Forecastable Metrics

In many organisations forecasting is limited to volumes of contacts or work, but we can do so much more. Whether we are forecasters or analysts, applying these techniques to our other metrics can open up a wealth of opportunities for improvement.

- Learn how using forecasting techniques can open up new opportunities in your organisation.
- Hear how innovation awards finalists are putting this into practice

Operating and budget plans

Learn how important it is to define the operating model and then agree the key assumptions to form the budget. See practical examples of budget and operating models and explore the importance of accurate forecasts and agreed assumptions.

- Understand the key assumptions to start calculating FTE requirement
- Classic mistakes and pitfalls to avoid
- Interactive module including Excel Spreadsheet operating model exercise

Managing Assumptions

Understand the need for everyone to realise the importance of managing your assumptions and how targets can drive behaviour

- Consider the importance of assumptions in your models
- Ensure understanding of the impact of variances through the day and between people
- Build your stakeholder engagement