Articles - Workforce Planning

Workforce planning is the backbone of an efficient, well-run contact centre. This section brings together expert guides, templates, and practical insights to help you forecast accurately, plan resources, and meet demand without over- or under-staffing. Learn how to build effective schedules, align your workforce with customer needs, and use data to drive smarter decisions. From long-term planning to real-time adjustments, these resources give you the knowledge and tools to create a balanced, productive operation that consistently delivers great service.

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Erlang X – Everything You Ever Wanted to Know
4 Questions You Need to Ask to Improve Forecast Accuracy
Overtime work concept. laptop and frame stand with text of OVERTIME beside the white and pink alarm clock as time management.
16 Ways to Convince Agents to Work Overtime
An image of a confused man choosing between two First Contact Resolution and Repeat Contacts
The Difference Between Measuring Repeat Contacts and First Contact Resolution
A Beginner’s Guide to Adherence Management
Top 20 Ways to Reduce Attrition Rates in Your Contact Centre
Workforce Management Scheduling
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17 Resource Planning Tools and Techniques You Should Know
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The Best Ways to Schedule Contact Centre Agents
The Best Ways to Deal with Lunch and Tea Break Requests
Shift Patterns – What are the Best Options?
Shift Planning Calendar
12 Shift-Planning Techniques
Five Reasons to Use Workforce Management for Forecasting
Forecasting and Scheduling on Digital Channels
20 Tips for Forecasting and Scheduling on Digital Channels
5 Ways to Retain Advisors Using the Same Tools as Customer Retention
Turnover or Turnaround? Ten Tips to Help Retain your Staff
How to create an outbound call centre
5 Ways to Stop Your Agents From Leaving
46 Tips for Managing Absence
A picture of the four seasons with a snowflake, leaves and the sun
Seasonal WFM – How to Prepare for Peaks and Troughs in Contact Volumes
Is 80/20 Still a Reasonable Service Level?
How Duvet Days can Reduce Staff Absence
The Relationship Between Adherence and Forecasting
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How to Succeed in a Global Planning Role