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.
If you do not have the access you expect or if you need help with your password, please email advice@theforum.social.

Kat McCarron at Hiscox

2024 Planning Awards

Kat led initiatives to enhance planning for admin and outbound calling, improving efficiency and customer service. By scheduling dedicated admin time and implementing an outbound booking tool, agents experienced reduced pressure and increased productivity. Collaboration with the operations team streamlined referrals, while understanding underwriters’ workload improved processes and built stronger relationships.

Mohamed Nasr at emovis

2024 Planning Awards

Mohamed led the implementation of the Genesys system at emovis. Through comprehensive testing with a test team and frontline feedback integration, he was able to ensure the necessary adjustments for operational efficiency. Colleague commendations highlighted Mohamed’s strong planning skills and proactive attitude, with his innovative suggestions proving successful. His contributions exemplify a commitment to excellence and continuous improvement.

Zach Haddenham at eBay

2024 Planning Awards

Zach’s journey at eBay showcases the transformative impact of curiosity, collaboration, and innovation. From simplifying processes to implementing ground-breaking features, Zach’s proactive approach has not only solved long-standing challenges but also inspired others to embrace learning and teamwork, setting a blueprint for success in today’s dynamic customer operations landscape.

Iain McFarlane at DHL

2024 Planning Awards

Through streamlined processes and a commitment to continuous improvement, Iain achieved significant savings and operational efficiencies. By fostering a culture of learning and embracing challenges, Iain empowered his team to excel and innovate. He exemplifies the potential for personal growth within the organisation, with a focus on operational excellence and customer satisfaction.

Kristie-Leigh Armstrong at BT Group

2024 Planning Awards

Kristie-Leigh spearheaded a transformative journey in workforce management, with an  emphasis on communication, collaboration, and employee well-being. Through initiatives like Flexi-breaks, My Day and Uni-flex, she has helped shape a culture of accountability and inclusivity, reducing shrinkage and increasing coverage. Kristie-Leigh’s dedication to personal development and support for colleagues inspires others to embrace change, drive innovation, and prioritise the welfare of their teams.

Katherine Emerson at BT Group

2024 Planning Awards

Katherine’s shift pattern comparison tool has revolutionised shift planning, empowering team leaders and reducing reliance on planning input. Pre-launch, bespoke pattern requests surged at 10% monthly, dropping to a 3% overall reduction. Enhanced collaboration with operations ensured the tool was used to its full potential. The “Try Before you Apply” initiative streamlined recruitment into the planning team, allowing team members to understand what planning do and improving candidate selection.

Mark Lincoln at Aviva

2024 Planning Awards

Mark aligned working patterns with demand which led to improved service quality and a 9% increase in queries handled and he was able to recognise nuances between voice and chat scheduling to optimise agent efficiency. By leveraging both experiential knowledge and analytical tools Mark advocates for a blend of instinct and data-driven insights, with an emphasis on the importance of historical data for forecasting.

Wheatley Housing Planning Team

2024 Planning Awards

Wheatley Housing Planning Team is committed to enhancing operational efficiency and customer satisfaction through collaboration, automation, and strategic planning. Initiatives included streamlined communication, automating payroll processes, and implementing new telephony and WFM solutions. Challenges such as manual transitions and peak season volumes have been addressed with a focus on long-term strategies and cost efficiency. Process improvements have reduced processing times, while integration supports cohesive operations.

NFU Mutual Planning Team

2024 Planning Awards

NFU Mutual’s planning team evolved rapidly from a modest operation to a central strategic pillar within their organisation, overcoming scepticism, significantly increasing the team’s size and scope, and demonstrating the tangible benefits of strategic planning. Key to their success was establishing a strong, data-driven decision-making process, stakeholder engagement, and the ability to demonstrate the practical value of planning initiatives, leading to a broader acceptance and integration of the planning team’s efforts across the organisation

Leeds Bradford Airport Planning Team

2024 Planning Awards

This team revolutionised operations by adopting data-driven planning, refining stakeholder engagement, and streamlining processes, planning for security operations. Customer satisfaction saw huge improvements following queue times plummeting from 24 to 6.5 minutes and improved communication internally optimised resource planning and reduced errors. They removed inefficiencies, boosted employee satisfaction, and were able to attract high-quality recruits as a result. Through a culture of innovation and collaboration, they set a new standard for excellence in the aviation industry.
123578910Last