2023 Customer Strategy & Planning (Virtual)

Best Practice in Planning Assisted Learning Pathway

Learn how to apply the whole planning cycle, from capacity to scheduling & real-time, with the chance to explore further your role and where it fits in.

After this course, you will;

 - See how each planning stage impacts others
 - Explore the importance of handoffs and the data journey
 - Understand the importance of shrinkage and forecasting in maintaining an effective plan

Capacity Planning, Forecasting & Budgets Assisted Learning Pathway

This course gives you knowledge to support you in your role and overcome the obstacles you face, to help you create a culture of data-driven decision making.

After this course, you will understand;

 - The key numbers in a capacity plan & how to explain them
 - How plans & forecasts flows from strategy & budgets through the entire planning cycle
 - Managing data to ensure a single version of the truth

Scheduling & Wellness: Managing Flexibility Assisted Learning Pathway

Learn about lifestyle and wellness options that help balance people with business needs and explore the volatility of your operations’ workload.

After this course, you will understand;

 - How to analyse your flexibility requirements and opportunities
 - What options are available to improve your coverage while supporting wellness & lifestyle
 - How to develop a flexibility strategy that is a corporate asset

Real-time Effectiveness & Tactical Planning Assisted Learning Pathway

Learn how to determine the optimal approach and build an operational playbook, in order to improve your Real-Time function and tactical planning framework.

After this course, you will understand;

 - The role of Real-Time and how to add most value as analysts
 - The predictability/impact of events. How to set effective triggers and actions
 - How to analyse your flexibility demands and manage shrinkage

Best Practice in Insight, Reporting and Analysis Assisted Learning Pathway

Learn the secrets of great analysis and reporting that drives action, whether working on resourcing, customer, performance, analytics or other types of data.

After this session, you will understand;

 - What good looks like: with examples, trends, top tips and pitfalls to avoid
 - How reports & presentations can drive brilliant learning
 - Methods to improve data structure, accuracy and analysis

Best Practice in Quality & Improvement Assisted Learning Pathway

This course is for professionals, who want to make a tangible difference over the coming year, with robust frameworks for quality and improvement, based on proven methods.  Through the programme, you will:

- Learn how to put customer experience and quality at the heart of your operating model & culture.
- Understand how a fit-for-purpose monitoring & prioritisation framework can drive improvement and be able to apply this in your work.
- Learn how to drive powerful improvement, using data and feedback, for service recovery, process improvement and behavioural change.
- See what best practice looks like, with insight from practical examples, emerging trends and top tips, seeing how to avoid key pitfalls.

Planning & Insight in Field & Branch Operations

Learn how to apply the whole planning cycle, from capacity to scheduling & real-time, with the chance to explore further your role and where it fits in.

After this session, you will understand;

 - The key drivers of performance and how to explain them
 - How to set up effective data, reporting & comms plans
 - Crucial elements of a good plan and their impacts, including shrinkage, models & forecasting

Planning & Insight in the Back Office Assisted Learning Pathway

Learn how to apply the whole planning cycle, from capacity to scheduling & real time, with the chance to explore further your role and where it fits in.

After this session, you will understand;

 - The key elements of capacity plans and backlog management
 - How to set up effective data, reporting & comms plans
 - Crucial elements of a good plan and their impacts, including shrinkage, models & forecasting

Strategy & Leadership: Impossible to Inevitable Assisted Learning Pathway

This learning pathway will take you on a journey to help you change your mindset and learn key professional skills to support your role now and in the future.  Combining The Forum’s Learning Academy and i2i Goal Achievement programmes, along with monthly tutorials you can benefit from working alongside a cohort group, bespoke learning and mentoring support from The Forum and i2i.

Excel for Analysts Assisted Learning Pathway

While we may now use a range of different reporting and analysis tools, excel remains a key tool for many analysts. Even if we don’t use it for our regular reporting, we may well use it to test out new ideas or when we need answers quickly. Some talented analysts can struggle with excel and even experienced users may only use a small part of the functionality. Excel skills can be easily learned and allow us to make a real difference in our analysis. Not only improving and even automating our reporting but building a foundation ok knowledge and skills we can apply to other systems.

Through the assisted learning pathway we will explore:
 - Key techniques and formulae
 - How to automate your excel reporting
 - Fundamental insight techniques to ensure your analysis makes a difference.
 

Knowledge Management Assisted Learning Pathway

Knowledge and Content Management is growing in importance within our industry. It is key to helping both internal colleagues and external customers. Through the programme we offer practical knowledge and examples for specialist knowledge management teams, as well as key tips and guidelines for analysts and managers.  

Through the assisted learning pathway we will explore
 - The key principles of knowledge management
 - Knowledge management systems and how others are using these to great affect.
 - Building a business case and measuring return on investment.

Best Practice in Planning Assisted Learning Pathway

Learn how to apply the whole planning cycle, from capacity to scheduling & real-time, with the chance to explore further your role and where it fits in.

After this course, you will;

 - See how each planning stage impacts others
 - Explore the importance of handoffs and the data journey
 - Understand the importance of shrinkage and forecasting in maintaining an effective plan

Capacity Planning, Forecasting & Budgets Assisted Learning Pathway

This course gives you knowledge to support you in your role and overcome the obstacles you face, to help you create a culture of data-driven decision making.

After this course, you will understand;

 - The key numbers in a capacity plan & how to explain them
 - How plans & forecasts flows from strategy & budgets through the entire planning cycle
 - Managing data to ensure a single version of the truth

Scheduling & Wellness: Managing Flexibility Assisted Learning Pathway

Learn about lifestyle and wellness options that help balance people with business needs and explore the volatility of your operations’ workload.

After this course, you will understand;

 - How to analyse your flexibility requirements and opportunities
 - What options are available to improve your coverage while supporting wellness & lifestyle
 - How to develop a flexibility strategy that is a corporate asset

Operational Readiness & Effectiveness Assisted Learning Pathway

Learn how to determine the optimal approach and build an operational playbook, in order to improve your Real-Time function and tactical planning framework.

After this course, you will understand;

 - The role of Real-Time and how to add most value as analysts
 - The predictability/impact of events. How to set effective triggers and actions
 - How to analyse your flexibility demands and manage shrinkage

Best Practice in Insight, Reporting and Analysis Assisted Learning Pathway

Learn the secrets of great analysis and reporting that drives action, whether working on resourcing, customer, performance, analytics or other types of data.

After this session, you will understand;

 - What good looks like: with examples, trends, top tips and pitfalls to avoid
 - How reports & presentations can drive brilliant learning
 - Methods to improve data structure, accuracy and analysis

Best Practice in Quality & Improvement Assisted Learning Pathway

This course is for professionals, who want to make a tangible difference over the coming year, with robust frameworks for quality and improvement, based on proven methods.  Through the programme, you will:

- Learn how to put customer experience and quality at the heart of your operating model & culture.
- Understand how a fit-for-purpose monitoring & prioritisation framework can drive improvement and be able to apply this in your work.
- Learn how to drive powerful improvement, using data and feedback, for service recovery, process improvement and behavioural change.
- See what best practice looks like, with insight from practical examples, emerging trends and top tips, seeing how to avoid key pitfalls.

Planning & Insight in Field & Branch Operations

Learn how to apply the whole planning cycle, from capacity to scheduling & real-time, with the chance to explore further your role and where it fits in.

After this session, you will understand;

 - The key drivers of performance and how to explain them
 - How to set up effective data, reporting & comms plans
 - Crucial elements of a good plan and their impacts, including shrinkage, models & forecasting

Planning & Insight in the Back Office Assisted Learning Pathway

Learn how to apply the whole planning cycle, from capacity to scheduling & real time, with the chance to explore further your role and where it fits in.

After this session, you will understand;

 - The key elements of capacity plans and backlog management
 - How to set up effective data, reporting & comms plans
 - Crucial elements of a good plan and their impacts, including shrinkage, models & forecasting

Strategy & Leadership: Impossible to Inevitable Assisted Learning Pathway

This learning pathway will take you on a journey to help you change your mindset and learn key professional skills to support your role now and in the future.  Combining The Forum’s Learning Academy and i2i Goal Achievement programmes, along with monthly tutorials you can benefit from working alongside a cohort group, bespoke learning and mentoring support from The Forum and i2i.

Excel for Analysts Assisted Learning Pathway

While we may now use a range of different reporting and analysis tools, excel remains a key tool for many analysts. Even if we don’t use it for our regular reporting, we may well use it to test out new ideas or when we need answers quickly. Some talented analysts can struggle with excel and even experienced users may only use a small part of the functionality. Excel skills can be easily learned and allow us to make a real difference in our analysis. Not only improving and even automating our reporting but building a foundation ok knowledge and skills we can apply to other systems.

Through the assisted learning pathway we will explore:
 - Key techniques and formulae
 - How to automate your excel reporting
 - Fundamental insight techniques to ensure your analysis makes a difference.
 

Knowledge Management Assisted Learning Pathway

Knowledge and Content Management is growing in importance within our industry. It is key to helping both internal colleagues and external customers. Through the programme we offer practical knowledge and examples for specialist knowledge management teams, as well as key tips and guidelines for analysts and managers.  

Through the assisted learning pathway we will explore
 - The key principles of knowledge management
 - Knowledge management systems and how others are using these to great affect.
 - Building a business case and measuring return on investment.