Member Resources & Library

Enjoy a trusted place where you can easily find solutions. See below for a sample of our articles and resources. Register and log in above to see a wider range. Forum Members have access to the full library by logging in. If you see a message that says an article does not exist, try logging in to view it.
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Hear your advisors: agent wellbeing and mental health

We love to talk about innovative technologies for customers, but not so much agent attrition and an advisor’s experience. James Hughes explores the big secret!

Wellbeing: how to define your culture and operating heartbeat

Embedding a new operating model is complex and takes time, but unless you make a fresh start, you will never lose the bad habits and old working practices you wanted to leave behind.

What is an effective skills development strategy?

Upskilling is a key part of your workforce strategy, bringing together good planning, knowledge & performance with a culture that encourages development and retains talent.

Measures vs Targets: How to focus on what matters most

The true success of any metric lies in the behaviour that it drives, so choose wisely what you report or target, and build a strong foundation of diagnostic measures first. This is how you focus.

Great performance doesn’t happen by chance. A performance playbook will help people see the difference they can make. So, define what it means to be at different levels on any measure, why this matters, and what action is needed.

How to thrive in a hybrid and digital world

Explore the factors to consider as you build new operating models and learn from the profound impact of the pandemic on knowledge sharing, social connection, working patterns and productivity assumptions.

Acquiring new technology? Learn how to steer clear of the biggest pitfalls

The traditional RFP process, commonly run by IT departments, brings you in far too late to actually make a difference. So take a look at the pitfalls to avoid and some tips on how to do it differently.

Bots & AI: how to teach yourself automation and machine learning

The first steps are easier than you think. You can start using MS Office or opensource software, so cost doesn’t stop you.

Ian Robertson shares work by members using different levels of technology and investment, to chart a ladder of opportunity for everyone. Why not take time now to teach yourself?

Next generation customer contact: what do we need to do to be ready?

Ironically, the next generation is often about what is possible now, from a technology perspective, but not yet operationalised. That’s the challenge. Yet the waves of change, these past two years, have left more ‘in reach’ than we might have thought possible before. So, let us look at our part in becoming ready for customers who want to engage in new ways.

Questions to consider for annual leave

As the world reboots after the firm reset of the Pandemic, we have the opportunity to revisit, redefine and reshape how we have done things. 2020 was a strange year, especially for annual leave, as lockdown restrictions changed how we used annual leave and the Government stating leave can be carried over, firmly “kicking the can” down the road, to give us a problem for another day (or year).

Telling stories with numbers

What’s the most important part of our job? What do members of our Learning Academy find most useful? We may pride ourselves on specialist knowledge or technical skills, but if stakeholders don’t get what they need from us, and trust our analyses, we will just be ignored. Explore what members are finding in two powerful Accredited Learning Box Sets.

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