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How can you set realistic goals and deadlines as a WFM professional?

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As a workforce management (WFM) professional, you are responsible for planning, scheduling, and forecasting the staffing needs of your organization. You also have to monitor and adjust the performance and productivity of your team, as well as communicate with various stakeholders and clients. To succeed in these tasks, you need to set realistic goals and deadlines that align with your business objectives, resources, and constraints. In this article, we will share some tips on how to do that effectively and efficiently.

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Julius Hammond

WFM Scheduler | Forecast Analyst | Real Time Analyst | Connecting, Collaborating, and Optimizing Workforce Efficiency"

1 Assess your current situation

Before you set any goals and deadlines, you need to have a clear understanding of your current situation. This includes analyzing your historical data, current trends, and future projections, as well as identifying your strengths, weaknesses, opportunities, and threats. You also need to consider your available resources, such as staff, budget, technology, and time. By doing this, you can establish a baseline for your performance and identify the gaps and challenges that you need to address.

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Julius Hammond

WFM Scheduler | Forecast Analyst | Real Time Analyst | Connecting, Collaborating, and Optimizing Workforce Efficiency"
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It is always important to know your situation before seeking for ways to address them. As a scheduler for a leading bet firm, I always analyze historical data when there is an important event like the world cup or the IPL so as to ensure we have adequate staffing on all important intervals with the right forecast. Usual threat is always employees seeking for leave during important events so I always send out comms a month before the event so as to ensure we achieve our service level goals.

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2 Define your SMART goals

Once you have assessed your current situation, you can define your specific, measurable, achievable, relevant, and time-bound (SMART) goals. These are the outcomes that you want to achieve in a given period, such as improving service levels, reducing costs, increasing customer satisfaction, or enhancing employee engagement. Your goals should be aligned with your organization's vision, mission, and values, as well as your stakeholders' expectations and needs. Your goals should also be realistic and attainable, based on your resources and capabilities.

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3 Break down your goals into tasks and milestones

After you have defined your SMART goals, you need to break them down into smaller and manageable tasks and milestones. These are the steps and actions that you need to take to achieve your goals, such as creating a forecast, building a schedule, conducting a quality check, or delivering a report. You also need to assign responsibilities, priorities, and dependencies for each task and milestone, as well as track and measure their progress and completion. By doing this, you can ensure that you are on track and on budget, as well as identify and resolve any issues or risks that may arise.

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4 Set realistic and flexible deadlines

The next step is to set realistic and flexible deadlines for your tasks and milestones. These are the dates and times that you need to complete or deliver your work, such as submitting a proposal, implementing a change, or meeting a client. Your deadlines should be based on your estimates of the time and effort required for each task and milestone, as well as the urgency and importance of each goal. Your deadlines should also be flexible and adaptable, meaning that you can adjust them if necessary, depending on the changing circumstances and demands of your environment.

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Julius Hammond

WFM Scheduler | Forecast Analyst | Real Time Analyst | Connecting, Collaborating, and Optimizing Workforce Efficiency"
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Setting realistic deadline can be ensuring schedules are sent out a week or two before the new month so as to ensure a flawless delivery Incase of last minute changes

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5 Communicate and collaborate with your team and stakeholders

The final step is to communicate and collaborate with your team and stakeholders throughout the goal-setting and deadline-setting process. This includes sharing your vision, objectives, plans, and expectations, as well as soliciting their feedback, input, and support. You also need to keep them informed of your progress, achievements, challenges, and changes, as well as acknowledge their contributions and celebrate their successes. By doing this, you can build trust, rapport, and accountability, as well as foster a culture of teamwork, innovation, and excellence.

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6 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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Julius Hammond

WFM Scheduler | Forecast Analyst | Real Time Analyst | Connecting, Collaborating, and Optimizing Workforce Efficiency"
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Another key thing in WFM/scheduling to consider is to ensure that the team is well staffed on all intervals as this would ensure there are no chat or email abandons thus affecting SLA's

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How can you set realistic goals and deadlines as a WFM professional?

1

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3

4

5

6

1 Assess your current situation

2 Define your SMART goals

3 Break down your goals into tasks and milestones

4 Set realistic and flexible deadlines

5 Communicate and collaborate with your team and stakeholders

6 Here’s what else to consider

Workforce Management

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How can you set realistic goals and deadlines as a WFM professional?

1

2

3

4

5

6

1 Assess your current situation

2 Define your SMART goals

3 Break down your goals into tasks and milestones

4 Set realistic and flexible deadlines

5 Communicate and collaborate with your team and stakeholders

6 Here’s what else to consider

Workforce Management

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