Member Resources & Library

Enjoy a trusted place where you can easily find solutions. See below for a sample of our articles and resources. 

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2026 Best Practice Guide - Reset | Redefining

2026 marks an inflection point for Customer Operations. Technology is accelerating, expectations are rising, and the organisations that thrive will be those willing to reset how they think and redefine how they work. But this shift is not simply about adopting new tools or reorganising teams. It requires something deeper:

A change in mindset, and a recognition that every decision touches a system, a living, interdependent system of people, processes, technology, and culture. For too long, our industry has tried to fix problems through isolated initiatives: new KPIs, new tech, new dashboards, new processes. But as many of the articles in this guide show, these interventions rarely land if the underlying system is unchanged.

2025 Best Practice Guide - Awards Edition

This third edition of our Best Practice Guide includes the case studies from The Forum Awards, with all Innovation & Transformation, Partnerships and Best Practice finalists in time for our Best Practice Showcase in June 25. 

2025 Best Practice Guide - Raising Standards

To mark our 25-year anniversary we will be doing something different by expanding the Best Practice Guide with different editions throughout the year. This first digital edition was launched alongside our Best Practice Programme in January 25. The second edition includes additional articles and launced at our Customer Strategy & Planning conference on 29th April 25. The third edition will include the case studies from The Forum Awards, with all Innovation & Transformation, Partnerships and Best Practice finalists in time for our Best Practice Showcase in June 25. We have yet to decide if there will be a fourth edition in 2025, or if we will just start the creation of the 2026 Best practice Guide. What is important is that we continue to provide this valuable resource for our community of best practice and demonstrate how we are moving forward.

Free Webinar: Best Practice Guide Review

Watch at your own pace

Let’s focus on the opportunity we have, as professionals, to drive improvement, whether in Planning, Insight or Customer Experience. Published earlier this year the 2022 Best Practice guide continues to be the Knowledge Management of thought leadership for the industry. This webinar will:
 - Introduce you to the key themes and trends to help you to be prepared for anything
 - Hear from members as they describe what they’ve learned form this year guide
 - Learn how to access a goldmine of content and be confident to succeed