
Most WFM projects stall because they focus on settings, not strategy. This framework changes that by ensuring continuous alignment with business objectives.
You will get the actionable checklists for each of the 4 phases:
Phase 1: Identify
Stop guessing. Define the Top 3 Business Goals your WFM system must support—shifting focus from simple metrics to major wins like improved First Contact Resolution (FCR).
Phase 2: Align
Bridge the politics between departments. Secure executive sponsorship and map system features directly to organizational objectives to guarantee a clear ROI story.
Phase 3: Configure
Ditch the default settings. Learn how to standardize real-world data inputs (like shrinkage) and run pilots to achieve immediate wins, like a 10% jump in forecast accuracy.
Phase 4: Train
Ensure long-term success. Discover how to move beyond one-time training by providing role-based coaching and running "day in the life" simulations before go-live.

