Benefit from face-to-face interaction on these one-day workshops, which include a free group mentoring call after 6-10 weeks. Often run in-house, some are scheduled as public courses, like Telling A story with Numbers.
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
Categories: The Professional Planning Forum, The Data, Analytics & Insight Forum, Capacity Planning Topics, Scheduling & Wellbeing Topics
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
Categories: Capacity Planning Topics
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
Categories: Capacity Planning Topics, Forecasting & Analysis Topics
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
Learn how to incorporate all relevant information using Statistical and Expert methods to produce the best possible predictions. Further your knowledge in the types of technique and how they can be applied, and which performs best dependent on the problem. Learning outcomes include:
- Statistical Methods. Explore the key characteristics of Pure Time Series models and key considerations.
- Standard Deviation. See how Standard Deviation can help you understand variability and support your forecasting approach.
- Explanatory & Expert Methods. Learn how to build a multiple regression model in excel and explore how the Delphi method could be a powerful tool in your forecasting armoury.
The basis of a best practice scheduling strategy is a clear understanding of the volatility of workload and the amount of flexibility to need and can afford. This module introduces you to theoretical models and calculations to understand your flexibility need. Learning outcomes include:
- What does volatility & flexibility mean and the importance of defining these for your business
- How to calculate the volatility of demand and amount of flexibility available
- Understanding different flexibility needs based on different starting positions, e.g. annually and daily, compared to average, compared to budget
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.
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.
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
Categories: Capacity Planning Topics, Scheduling & Wellbeing Topics
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