WFM for Team Leaders Online Training Course
The topics have been structured in a ‘Why, What, How, Now’ framework. These four content touchpoints guide learners through a logical process of understanding workforce management as team leaders.
Effective learning also incorporates a social aspect; therefore, we include a live virtual workshop to teach the core skills, followed by a coaching circle at the end.
Additionally, between each micro-learn, the team leaders must complete a social learning challenge. Once they finish their challenge, they can progress to the next learning experience.
This blended strategy spaces out the learning and encourages reflection and application.
Related courses:
LOCATION: ONLINE
COURSE DURATION: 3 HOURS
PRICE: $350.00 ex GST
What You Will Learn:
- The core purpose of Workforce Management and why it matters to team leaders
- The impact of under or overstaffing on performance, morale, and customer experience
- Key WFM functions: forecasting, scheduling, and real-time tracking—explained in plain language
- How to support WFM processes from the floor: communication, adaptability, and alignment
- Practical strategies to optimise staffing decisions and daily operations
- How to reflect on WFM concepts and apply them in your own leadership context
- Collaborative learning through challenges, peer engagement, and coaching circles
- How to bring WFM to life in your team with purpose, clarity, and confidence
Course Outline
Module 1: Welcome Email
Introduction
After enrolment, participants receive an automated email welcoming them to the Team Leader course in the LMS. In this welcome email, we set the scene for the learning experience by introducing the common challenges Workforce Planners encounter and the team leader’s role in addressing these challenges. This stage primes participants to think about how WFM impacts their daily operations and prepares them for deeper exploration in the workshop.
Learning Outcomes
By the end of reading the welcome email, participants will be able to:
- Name the challenges that WFM Planners face.
- State their role in overcoming WFM challenges within their organisation.
- Know how to link to the discussion board and progress in the course.
Learning Challenge
- Say G’day
Module 2: Microlearn 1
WHY
In this first micro-learn, participants explore the reasons behind WFM, concentrating on its significance in fostering employee engagement, productivity, and overall business success. Through discussions and reflections, they analyse how under- or over-staffing impacts team performance and customer satisfaction. This session urges leaders to assess their current workforce management practices and contemplate the broader implications of their decisions, motivating them to acquire the necessary skills.
Learning Outcomes
By the end of the first microlearn, participants will be able to:
- Name the importance of WFM in improving employee engagement, productivity, and profitability.
- Analyse the impact of under or overstaffing on business performance through case examples.
- Consider how workforce planning decisions affect your team’s performance.
Reflection Challenge
- Balloon Challenge
Module 3: Microlearn 2
WHAT
The second microlearn introduces participants to the key concepts of WFM. Participants discover the practical meanings of these terms and how each component supports operational efficiency. This stage builds a foundational understanding, allowing participants to see how each element of WFM contributes to effective team and resource management.
Learning Outcomes
By the end of the first learning experience, participants will be able to:
- Define the ‘Key 3 of WFM’
- Describe the role of forecasting in predicting workload and staffing needs.
- Demonstrate the ability to use scheduling and real-time monitoring tools for maintaining operational efficiency.
Reflection Challenge
- Have A Chat
Module 4: Learning Circle
HOW
This section of the material is the most technical, so we will cover it in a virtual workshop where our facilitators can help participants gain a better understanding. During this workshop, participants will actively engage with examples of workforce management (WFM) tools and techniques in a practical setting. They will tackle real-life scenarios, applying forecasting, scheduling, and tracking methods to optimise team performance and meet business needs. This hands-on session will equip team leaders with actionable skills that they can immediately implement in their roles.
Learning Outcomes
By the end of this final microlearn, participants will be able to:
- Describe how Workforce Planners forecast to anticipate workload fluctuations, and identify the role they play in optimising this.
- Utilise scheduling methods to optimise centre performance while balancing business goals, employee engagement, and contract Enterprise Bargaining Agreement (EBA) requirements.
- Measure WFM-related metrics to track performance and make data-driven adjustments.
Reflection Challenge
- Letter to Self
Module 5: Microlearn 3
NOW
The final microlearn allows learners to turn their knowledge into action. This session encourages team leaders to think about continuous improvement, equipping them with a roadmap for ongoing WFM practice.
Learning Outcomes
By the end of this learning experience, participants will be able to:
- Develop strategies to unlock the power of one to enhance workforce planning effectiveness.
- Create a detailed plan for integrating WFM principles into your daily management practices.
- Assess how your workforce management performs in real-time and identify areas for improvement.
Reflection Challenge
- My One Big Plan
Module 6: Coaching Circle
REFLECTION
The program concludes with a Learning Circle, where participants reflect on their experiences, share insights and discuss how they’ve started integrating WFM principles.
Learning Outcomes
No new content will be provided; however, by the end of the first learning experience, participants would have:
- Reflected on the workshop learning and identify opportunities for improvement in your WFM practices.
- Collaborated with peers to share experiences and practical applications of WFM principles.
- Committed to applying WFM tools and techniques consistently to improve team outcomes.
At the end of this coaching circle, we will issue each learner with a Credly badge
Learners display this badge to showcase the new skills and achievements they have earned as part of completing this course.
