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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How to Succeed in a Global Planning Role
Illustration of a computer with person on laptop and calendar and checklists
Top Tips for Digital Channels – Forecasting and Scheduling
An image of colorful blocks with people icons over wooden table - WFM concept
What Will WFM Roles Look Like in 2035?
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Is Flexible Working a Dying Perk in the Contact Centre?
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The Secrets to Scheduling Multiskilled Agents
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The Little Things That “Make or Break” a Contact Centre
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What Typically Ruins Frontline Relationships With Resource Planning?
Is Intraday Management Finally About to Get Easier?
Is Intraday Management Finally About to Get Easier?
Video Image: From Guesswork to Data-Driven QA
From Guesswork to Data-Driven QA
Forecasting concept with graphs
What’s Happening With Forecasting Right Now?
Why it’s Never Been More Important to Embrace Flexibility
Why It’s Never Been More Important to Embrace Flexibility
Shaping the Future: 2026 Priorities for WFM Professionals
Shaping the Future: 2026 Priorities for WFM Professionals
Scheduling concept with calendar
6 Proven Ways to Refine Your Scheduling
People working remotely concept
Get the Best Out of Your Hybrid Agents
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Are Non-Scheduled Agents the Answer to Seasonal Peaks?
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The Hidden Cost of Under- and Overstaffed Contact Centres
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How to Keep Agents on Side When You Change Their Shift Patterns
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Where Self-Service Scheduling Tools Have the Biggest Impact
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New Version of Excel-Based Erlang Calculator for Contact Centres
Video Image: The Evolution of WFM From Spreadsheets to Self-Service
The Evolution of WFM From Spreadsheets to Self-Service
Video Image: The Rise of Agent-Led Scheduling
The Rise of Agent-Led Scheduling
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An Introduction to… Workforce Management Applications
Resource Planning Manager: Example Job Description
A picture of a someone forecasting
How to Forecast Demand in the Contact Centre