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The Advanced Planning Techniques Track

7 lessons · 4 deep dives + 3 micro · exam & certificate

For experienced planners — the harder, more technical material the foundational tracks deliberately left out. We teach the intuition: when and why each technique applies, what it buys you, and where it breaks. Each lesson has a short self-check quiz; the track ends with an exam that earns a certificate.

  1. 1

    Beyond Erlang C

    The assumptions Erlang C makes, where they break, and reaching for Erlang A.

    Deep dive~10 min
  2. 2

    When to simulate

    Monte Carlo and discrete-event simulation — when a formula isn’t enough, and the costs.

    Deep dive~10 min
  3. 3

    Skills-based routing & pooling

    Why fragmenting agents into specialist groups costs efficiency, and how overlap buys it back.

    Deep dive~10 min
  4. 4

    Machine learning in forecasting

    When ML genuinely beats classical methods, and the traps: data hunger, overfitting, opacity.

    Deep dive~10 min
  5. 5

    Optimisation & the solver mindset

    Scheduling as a constrained problem — what solvers do, and what they can’t fix.

    Micro~5 min
  6. 6

    Planning for automation & AI deflection

    Modelling a baseline that’s shifting under you — the residual-complexity effect on AHT.

    Micro~5 min
  7. 7

    Back-office & blended work

    Why deferrable case work is a different planning problem — throughput, SLAs and the blending trap.

    Micro~5 min

Final exam & certificate

Finished the advanced track? Take the 15-question exam — drawn at random across all seven modules — and pass at 80% to download a personalised PDF certificate. This is one of the eight track certificates you need for the Certified Planning Professional credential.

Take the final exam →