Learning Academy on-demand 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 modules 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. If you missed the live module you can watch the recording below. Some of the modules are repeated but hosted by different Specialists. If you have a favourite you can choose to view their modules.


Accuracy & Confidence

Hosted on 15th June 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

Bottom Up v Top Down Planning

Hosted on 29th May 2020 by David Preece

There are two different ways to approach budget planning – but some organisations find themselves involved in a hybrid third approach. There is no right or wrong way but it is vital to understand the process and to understand if it is appropriate.
 - Learn the benefits and drawbacks of each approach
 - Look at how your overall business strategy should determine your budget process
 - Understand if your business is led by demand or by supply

Erlang v Linear

Hosted on 7th February 2020 by David Preece

Understand the positives and limitations of using Erlang C to calculate your headcount. Learning outcomes include:
 - How many people do we need?
 - What is Erlang trying to do?
 - Limitations of Erlang C
 - Using Erlang in practice

Operating & Budget Plans

Hosted on 14th January 2020 by Alison Conaghan and Ian Robertson

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

Erlang v Linear

Hosted on 3rd December 2019 by Phil Anderson

Understand the positives and limitations of using Erlang C to calculate your headcount. Learning outcomes include:
 - How many people do we need?
 - What is Erlang trying to do?
 - Limitations of Erlang C
 - Using Erlang in practice

Shrinkage Calculations

Hosted 8th November 2019 by Alison Conaghan

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.

Intro to The Planning Cycle

Hosted 8th November 2019 by Phil Anderson

Learn the role planning plays in implementing your strategic objectives.  Understand the importance of your role and how you can help others.
 - Understand how the strategic objective is implemented into a forecasting, scheduling and real-time plan.
 - Learn about the importance of effective data checkpoints, change governance and hand-overs
 - Play a part in driving continuous improvement and become the nerve-centre of the business

Advanced Vol & Flex Balancing Strategies

Hosted on 18th October 2019 by Phil Anderson

Develop your flexibility offering with deeper analysis of your supply and demand, driving a workforce strategy.
 - Understand the scale of volatility
 - Engage your stakeholders with advanced analysis
 - Use this to drive decisions and develop a workforce strategy

Intro to Advanced Vol & Flex Balancing Mathematics

Hosted on 8th October 2019 By Phil Anderson

Understand the benefits of taking a more in-depth view into the volatility of your supply and demand, and flexibility requirements.
 - Understand the value of further analysis.
 - Learn analysis techniques to measure variance
 - Translate this into a practical output for flexibility

Data Visualisation in Capacity Planning

Hosted on 20th August 2019 by David Preece & Ian Robertson

Explore effective ways of presenting data in a meaningful, interesting and engaging way. Help to make your Capacity Plans easier to understand and 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

Accuracy & Confidence

Hosted on 16th August 2019 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

Managing Assumptions

Hosted on 23rd July 2019 By Phil Anderson

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 

Operating models, routing strategies and skill design

Hosted on 28th June 2019 by Alison Conaghan

How Multi-skilling routing works & load balancing between sites or teams plus more
 - IVR Vs Routing
 - Operating Models
 - Breaking Erlang
 - Purposes of multiskilling
 - Balancing conflicting view points
 - New potential planning logics

Driving Strategy Through Capacity Planning

Hosted on 23rd March 2019 by Phil Anderson

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

Measure of Success in Capacity Planning

Hosted on 11th February 2019 by Phil Anderson

Understand how to create the right measures to track and develop your Capacity Planning. 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 capacity plan and key considerations to develop understanding and learning.
 - Define your purpose. Understand how capacity 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.

Introduction to Capacity Planning

Hosted on 1st February 2019 by Paul Jackson-Moss

Learn how Capacity planning is a fundamental part of the Planning Cycle, how modelling Capacity influences budget decisions and supports the implementation of strategy by linking commercial plans to resourcing. Learning outcomes include:                    
 - Types of Capacity. Further your understanding in the types of capacity and how they can used as powerful tools in managing expectations and driving decision.
 - Assumptions. Explore the assumptions you should be including in your capacity plan, understand how to calculate variables and use them to improve utilisation of existing capacity and improve effectiveness. 
 - Process. Understand the key principles of Governance and Operating Rhythm.

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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.

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