The Advanced Planning Techniques Track
7 lessons · 4 deep dives + 3 micro · exam & certificateFor 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
Beyond Erlang C
The assumptions Erlang C makes, where they break, and reaching for Erlang A.
- 2
When to simulate
Monte Carlo and discrete-event simulation — when a formula isn’t enough, and the costs.
- 3
Skills-based routing & pooling
Why fragmenting agents into specialist groups costs efficiency, and how overlap buys it back.
- 4
Machine learning in forecasting
When ML genuinely beats classical methods, and the traps: data hunger, overfitting, opacity.
- 5
Optimisation & the solver mindset
Scheduling as a constrained problem — what solvers do, and what they can’t fix.
- 6
Planning for automation & AI deflection
Modelling a baseline that’s shifting under you — the residual-complexity effect on AHT.
- 7
Back-office & blended work
Why deferrable case work is a different planning problem — throughput, SLAs and the blending trap.
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 →