Planning Specialist

We are looking for a highly organized and analytical Planning Specialist to manage the day-to-day planning and optimization of surveyor schedules. This role plays a critical part in ensuring appointment availability, maximizing staffing efficiency, and continuously improving performance through data review and feedback.

Key Responsibilities

• Manage and optimize daily surveyor schedules to ensure maximum appointment availability and utilization.
• Ensure appointments are accurately matched with surveyors and staffing levels are maintained.
• Re-arrange appointments when cancellations occur (by surveyors or beneficiaries).
• Update and maintain schedules and absence data on the Magenta system.
• Ensure absence data is accurately recorded and shared with Field Operations teams for timekeeping and absence management.
• Monitor and improve survey appointment optimization and scheduling effectiveness.
• Maintain high standards of professionalism, including adherence to company values, Code of Conduct, and ethical standards.
• Comply with all company policies, procedures, security, privacy, health & safety, and safeguarding requirements.
• Perform additional tasks as required, appropriate to the role.

Knowledge, Skills & Experience

Knowledge

• Bachelor’s degree.
• Specialist knowledge of workforce management software is preferred.
• Strong knowledge of MS Office, particularly advanced Excel and PowerPoint.

Skills

• Ability to remain calm under pressure in a fast-paced environment.
• Strong planning, organization, and time-management skills.
• Excellent analytical skills with a continuous improvement mindset.
• High attention to detail.
• Strong teamwork and communication skills.
• Ability to manage multiple complex tasks simultaneously and meet deadlines.
• High level of integrity with a strong ethical approach.
• Compassionate and community-focused attitude.

Experience

• Previous experience using workforce management or CRM systems.
• Prior experience in a scheduling or planning function is preferred.

Why Join Us?

• Be part of an organization that values integrity, quality, and community impact.
• Work in a collaborative, fast-paced environment with opportunities to improve operational efficiency.
• Make a meaningful contribution by supporting essential field operations.