WFM – Beyond the Spreadsheet

Community

Ask a peer from any team, show what you built, swap what worked, without ever sharing what you hold.

How joining will work

  1. Sign in with LinkedIn or GoogleWe never see or store a password. We receive your name, email address and, if you allow it, your profile photo.
  2. Confirm the house rulesYou tick that you are 18 or over, have read the rules, and will not post employer, client or customer information.
  3. Wait for approvalEvery new member is approved by hand, so this stays a place for people who work in or around WFM.
  4. Post, and expect a review at firstYour first posts are checked before they appear. After that you post straight away, and anything can still be reported and removed.

The members area is not open yet. This page shows how it will work, and the checker below already works. The public site, calculators and library are live.

Membership is for adults (18+) who work in, or are learning about, contact centres, BPOs and workforce management, in any role.

Four spaces

Small on purpose, so good answers are easy to find.

Ask a peer

From any team: operations, training, quality, recruitment or WFM. Ask in general terms and describe the shape of the problem.

Show and tell

Show what you built with AI, using fictional data, and what you would do differently.

Tools and templates

Share spreadsheets, prompts and checklists you made yourself, free to use.

Careers and leadership

Moving into or around WFM, leading teams, building a place people want to work.

What a good post looks like

Three examples. They are written for this page and are not from real members.

Example memberShow and tellAI-assistedFictional data

Five bullets from a messy weekly note

I pasted a made-up weekly table and asked for five bullets, one risk and one ask. Then I recomputed every number. Two were wrong, so I added "use only the numbers shown" to the prompt and the errors stopped.

Example memberAsk a peer

Lunch breaks keep stacking at midday

Small team, and service dips whenever lunches cluster. Has anyone tried staggering lunch by start time instead of by team? Describing this in general terms only, so no names or numbers.

Example memberTools and templates

A one-page redaction checklist

I made a checklist for sharing a WFM report outside my organisation: names, IDs, chart axes, file properties. Free to copy. Tell me what I missed.

Check before you post

Paste a draft and see what a simple scan would flag: emails, long numbers, internal links, people's names next to job roles, money amounts and phrases that sound like real work. It runs in this tab and nothing is sent anywhere.

Best effort only. A clean result does not mean a post is safe. You are responsible for what you post. Add your employer, client or site names as watch words and the checker will flag them too. Watch words stay on this page only and clear when you refresh.

Your draft, marked up

Red: remove or replace. Amber: look again.

    The rules in brief

    The full version is on the house rules page. Joining means agreeing to it.

    Do

    • Describe problems in general terms, with fictional or public data.
    • Say when something is AI-assisted, and what you checked.
    • Be specific and kind. Disagree with ideas, not people.
    • Report anything that looks like confidential or personal information.

    Never

    • Post employer, client or customer names, data or documents.
    • Post real agent names, IDs, schedules or performance.
    • Post recordings, transcripts or screenshots from internal tools.
    • Recruit, advertise or send unsolicited sales messages.