Workforce Management Principles Course Overview

Workforce Management Principles Course Overview

The Workforce Management Principles course is a comprehensive training designed to equip learners with the essential skills and knowledge for effective workforce management (WFM). This course covers the foundations of WFM, including defining WFM, understanding the planning and management process, recognizing the organizational structure of WFM groups, and strategic approaches such as the 6 step process for holiday planning and the WFM Maturity Grid.

Through lessons on forecasting, resource staffing, and scheduling, participants will learn to manage key elements such as talk time, after call work time, and handle time. They will also tackle common forecasting issues, calculate staffing needs, and understand the dynamics of scheduling challenges.

The course also delves into Effective Real-Time Management (RTM), teaching principles and communication strategies for monitoring and proactive planning. In the WFM Reporting & Analytics module, learners will explore data administration, metrics, and the importance of data visualization.

By the end of the course, participants will have a clear understanding of WFM essentials, ready to implement their skills with an action plan for continuous improvement in their roles.

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850

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Course Fee 850
Total Fees
850 (USD)
  • Live Training (Duration : 16 Hours)
  • Per Participant
  • Guaranteed-to-Run (GTR)
  • Classroom Training fee on request
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  • Live Training (Duration : 16 Hours)
  • Per Participant
  • Classroom Training fee on request

♱ Excluding VAT/GST

You can request classroom training in any city on any date by Requesting More Information

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Course Prerequisites

To ensure you gain the maximum benefit from our Workforce Management Principles course, we recommend that you come prepared with the following minimum prerequisites:


  • Basic understanding of business operations, particularly in the context of service or support environments.
  • Familiarity with common business terminology related to performance metrics and customer service.
  • Comfortable with basic mathematical concepts to understand and engage with forecasting and staffing calculations.
  • Ability to use standard office software, such as spreadsheets, for data analysis and visualization.
  • Some experience in a team environment, which will help in understanding the organizational structure and dynamics discussed in the course.

Please note that while these prerequisites will help, we have designed the course to be accessible to individuals with a wide range of backgrounds. A willingness to learn and engage with the course material is the most important requirement.


Target Audience for Workforce Management Principles

The Workforce Management Principles course equips professionals with essential WFM strategies and skills for effective team and resource management.


  • Human Resource Managers


  • Operations Managers


  • Workforce Planners


  • Call Center Managers


  • Scheduling Coordinators


  • Team Leaders with resource management responsibilities


  • Business Analysts focusing on operational efficiency


  • WFM Software Developers and Engineers


  • Consultants specializing in workforce optimization


  • Project Managers overseeing team dynamics and resource allocation


  • Department Heads involved in staff planning and management


  • Quality Assurance Managers in charge of performance metrics


  • IT Managers who support WFM tools and systems


  • Executives looking to understand workforce management impact on business outcomes


  • Entrepreneurs who manage their own business and staff scheduling




Learning Objectives - What you will Learn in this Workforce Management Principles?

Introduction to Learning Outcomes:

The Workforce Management Principles course equips students with the skills to optimize workforce efficiency through strategic planning, forecasting, staffing, and real-time management.

Learning Objectives and Outcomes:

  • Understand the core concepts of Workforce Management (WFM) and its significance in organizational efficiency.
  • Learn the six-step process for effective holiday planning within a WFM framework.
  • Identify the stages and organizational structures of WFM groups to comprehend the maturity and evolution of WFM practices.
  • Gain proficiency in forecasting methodologies and address common forecasting issues for better workforce planning.
  • Calculate accurate staffing needs by understanding key terms like Talk Time, After Call Work Time, Handle Time, and Workload.
  • Explore the QueueView and the Six Immutable Laws of Staffing to develop a robust staffing model while accounting for shrinkage.
  • Master the scheduling process and overcome challenges by analyzing the demand curve and scheduling practices.
  • Implement effective Real-Time Management (RTM) principles to ensure dynamic adaptability in workforce deployment.
  • Utilize WFM reporting and analytics for informed decision-making, leveraging data visualization and strategic alignment of WFM metrics.
  • Formulate action plans for continuous improvement in WFM processes, guided by the six key learnings from the course.

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