Resources

A reference hub for contact centre and workforce planning. Each curated topic below is a working planner’s shortlist — the places, vendors, and sources we’d send a colleague to. Bookmark the page; we’ll keep adding to it.

How this page works. Resources is a hub. Each card below opens onto a curated topic page that you can use for your own further reading and supplier research. We aim to keep these editorial and useful rather than exhaustive — covering the sources and tools planners actually encounter rather than every option on the market. Suggest topics or additions in the community thread.

Curated topics

Technology & vendor directories

Neutral directories of the systems planners encounter — workforce management, quality assurance, and more categories coming. Logos, founding history, synopses, and links. Options, not recommendations.

Open Technology →

Knowledge sources

Practitioner publications, research and analyst firms, professional bodies, books, and LinkedIn communities. The places planners actually read, train with, and learn from. UK/Ireland-leaning, with the strongest international sources included.

Open Knowledge sources →

Jobs

A curated weekly list of contact centre workforce planning roles — forecasting, scheduling, real-time, capacity, and leadership. Focused on the UK and Ireland with selected European roles. Free to list for hiring managers.

Open Jobs →

Career — into, through, and onwards

A curated set of articles for anyone thinking about a career in contact centre workforce planning — how to get in, the typical ladder, specialism vs generalism, skills that move you up, and the routes onwards from senior planning roles.

Open Career →

Maturity assessment

A 5-minute, 15-question assessment of your planning function across forecasting, scheduling, real-time, MI, and leadership. Personalised score per dimension and targeted article recommendations to close the biggest gaps.

Take the assessment →

Downloadable templates

Free starter templates planners can use right away — shrinkage tracker, forecast accuracy log, one-page MI pack. Excel and Google-Sheets friendly. Use them as-is or adapt to your operation.

Browse templates →

Coming: Industry events & conferences

A calendar of the events worth attending — UK Customer Contact Forum, Call & Contact Centre Expo, ICMI Contact Center Expo, SWPP Annual Conference, and the regional regulars. With format, audience, and cost guidance.

In progress

Coming: Training & certifications

The training providers and certifications that carry weight in contact centre planning — The Forum’s programmes, SWPP certifications, ICMI training, vendor-led WFM administrator certifications, and the academic options.

In progress

Coming: Podcasts & webinars

The voices and shows worth following — Call Centre Helper webinars, ICMI Pod, The CX Cast, Voice of the Contact Center, and the smaller specialist podcasts that surface new thinking. With episode picks for newcomers.

In progress

Coming: Open-source & free tools

The free tools worth knowing about — the spreadsheet templates, Python libraries, calculators, and forecasting toolkits that planners can use without a procurement conversation. Including the calculators on this site and the wider ecosystem.

In progress

How to use these pages

Each curated topic is built around the same discipline: editorial, not exhaustive. We focus on the players, sources, and tools most planners will encounter in practice, with a short neutral synopsis and an outbound link for each. We’re not paid by anyone listed.

Page reviewed quarterly. Last reviewed: May 2026.