2021 Customer Strategy & Planning On-Demand

Click on the sessions below to watch the Keynotes, Workshops & Technology Showcases. Full access to these videos is part of your Forum Membership. To access these register or log in using the My Account link at the top of this page. If you do not have the access you expect please email advice@theforum.social.

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Gathering Qualitative Feedback

Gathering Qualitative Feedback

Hear about different methods for collecting information along with the pitfalls to avoid. Learn how to engage with your stakeholder to gather feedback and information to improve your planning.

- Understand different methods for gathering feedback
- Improve your questioning skills and start to gather honest usable feedback
- Learn how to gather feedback that make you feel good

Introduction to Stakeholder Management

Introduction to Stakeholder Management

Without being able to work alongside key stakeholders, there is little value to being an excellent planner as your plans will not come to fruition!  You need to understand who your stakeholders are and how to communicate with them successfully.
 - Learn how to map your stakeholder network
 - See how different people benefit from different approaches and language
 - Understand how to make your outputs flexible for multiple audiences

The Strategy Pyramid

The Strategy Pyramid

Before setting targets and goals it is important that these are aligned to strategies that support your organisational goals. In this module;
 - Understand your organisational goals
 - See how to balance your strategies
 - Learn how to align the right metrics and targets to your strategies

Principles of Persuasion

Principles of Persuasion

It is vital that Planning, Quality and Insight teams are able to engage with and influence their key stakeholders within their organisation. Stakeholders may need to be persuaded to change their view on something in order to become an advocate. 
 - What is Persuasion?
 - Cialdini’s Principles of Persuasion
 - Key Persuasion Techniques and the Influencing Toolkit

Benchmarking

Benchmarking

Benchmarking is important in understanding best practice, comparing ourselves with our competitors and becoming the best, but there are many pitfalls to avoid. In this module;
 - Hear the value of benchmarking
 - Learn how to avoid the common mistakes
 - Hear our top tips for benchmarking

Understanding people (including how to say no)

Understanding people (including how to say no)

Understanding Growth / Fixed mindset:

- What happens in our heads when we hear or say "no"
- Learn to handle objections

Communication Planning

Communication Planning

This module will help you to create an effective communication plan to deliver the right information at the right time, with natural review points to continual refresh and maintain relevance.
 - Being clear on your purpose
 - Review different channels and methods for distribution
 - Understand the best time to deliver

Intro to The Planning Cycle

Intro to The Planning Cycle

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

Stakeholder Mapping

Stakeholder Mapping

This course provides an overview of the fundamental components of successful stakeholder management. Learning outcomes include: 
- The value of Stakeholder Identification 
- Fundamentals of stakeholder mapping 
- The benefits of stakeholder influencing

Introduction to Influencing Skills

Introduction to Influencing Skills

Being able to influence the decision of others is a key skill for all planners.  In this session, learn the basic approaches which will allow your audience to process information in their own way, using their beliefs and memories to deliver great outcomes.
 - Learn the difference between Tell, Ask and Influence
 - Understand how people make decisions
 - See how the language of engagement helps influencing

Managing People – Module 1

Managing People – Module 1

This is the first in a series of three modules exploring the skills required for effective People Management. In this module
 - Explore why managers – especially inexperienced managers – need support and help to thrive in their new role
 - Learn about the art of delegation; why it is important and the various stages of effective delegation

Managing People – Module 2

Managing People – Module 2

This is the second in a series of three modules exploring the skills required for effective People Management. In this module
 - Discover the need for support from peers and managers and how to both ask for it and give it to others
 - Understand the importance of confidence and how to project it to help build trust and credibility
 

Managing People – Module 3

Managing People – Module 3

This is the third in a series of three modules exploring the skills required for effective People Management. In this module
 - Learn how seeing the big picture is an important skill for all managers and how helping others to share it benefits your business
 - Understand the art of giving feedback; why it is important to wield feedback like a wand, rather than a sword!

Free Webinar: TEDx Talk: Curiosity Cured The Fakeaholic - Lou Carter – Founder of Rising Vibe

Free Webinar: TEDx Talk: Curiosity Cured The Fakeaholic - Lou Carter – Founder of Rising Vibe

On Tuesday 12th October 2021, Lou Carter, founder of Rising Vibe, delivered her very first TEDx talk; Curiosity Cured The Fakeaholic, which explored how our innate fear of judgement stops us being honest about how we feel. A by-product of this is that we don’t have the conversations that matter…

Free Webinar: Create change with a Leap Of Faith – Rising Vibe

Free Webinar: Create change with a Leap Of Faith – Rising Vibe

A Leap Of Faith is an act of believing in or attempting something whose existence or outcome cannot be proven or known.

So much of the work we do with our clients around culture change requires a leap of faith. Without taking action, 'giving it a go', doing something differently or experimenting with a 'new way', NOTHING changes. Let me repeat this NOTHING changes. Yet the majority of human beings need some kind of 'proof' that it will all work out BEFORE they are prepared to take 'that action'.

The Power of One

The Power of One

Teamwork and understanding the plan are critical to achieve strategic objectives.  However, too often this is left to chance and not an embedded behaviour. So easy to get wrong, fortunately easy to improve. This module will help you to:  

 - Understand the “power-of-one” and the impact of small changes.
 - Improve your on-the-day decision making and see the result for your customers and colleagues.
 - Learn the classic mistakes and how to overcome these

Data Visualisation

Data Visualisation

Explore effective ways of presenting data in a meaningful, interesting and engaging way. 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 

The Pyramid Principle for Effective Communication

The Pyramid Principle for Effective Communication

Like us our stakeholders have limited time, we rarely read every emails and report we receive end to end, and neither do they. We may have just a few seconds to land our message and get our audience to take action or read on. The pyramid principle is a simple technique to help you structure your communications and reports to quickly answer the “So what?” and land your core message.

Emotional Engagement & The Power of Stories

Emotional Engagement & The Power of Stories

Often facts and data will not get our message across. We need to understand our audience and use emotional engagement techniques to bring our insight to life. In this module we explore some simple emotional engagement techniques to make your communications, presentations and reports more meaningful. We also explore the power of stories in understanding our stakeholders and overcoming their fears and doubts.

The Pattern of Great Presentations

The Pattern of Great Presentations

In this module we look at how techniques from great speakers through history can be used to bring your presentations to live and bring your audience on your journey.