Role Summary The role of the Resource Planner is to conduct operational planning activities within a given area of Resource Optimisation. The purpose of which, is to provide clients and/or resource pools with optimised plans to deliver the best service possible according to client requirements, whilst balancing this with maximising revenue and achievement of KPIs or compliance rates. Main Duties and Responsibilities Working in conjunction with the Capacity Planning team to determine the appropriate levels of resources to be planned by client, and enacting the plans to ensure service delivery, KPI achievement and compliance rates are delivered in line with contractual obligations. Identify and resolve gaps in clinical delivery headcount and competencies to ensure that coverage is provided, and continuity of service is preserved. Maintenance of schedules in an agreed, standardised format, ensuring data is accurate. Ensuring shrinkages (e.g., absence, holidays, training, meetings) are approved and managed in line with forecasts and guidance and recorded appropriately on the relevant logs and plans. Re-planning to accommodate changes to schedules, cancellations, absence of practitioners, priorities etc., whilst fully understanding and being able to articulate the impact of changes. Work in conjunction with the Real Time Team to monitor schedule adherence and identify opportunities for improvement to maximise productivity and utilisation, KPIs and service credits, or to minimise the impact of unplanned changes. Identifying issues within the plans and proposing solutions to resolve. Working very closely and establishing strong relationships with Practitioners, Clinical Performance Managers, Customer Operations Managers, Client Services teams, and Clients (where relevant to the role). Working with agency or associate practitioners to determine schedules and plan accordingly. Setting up the planned schedules within the booking system, ensuring they are accurately setup to reflect restrictions (e.g., specific clients, specific interventions) and in line with practitioner working patterns. Identifying opportunities for improvement within planning processes. Setup and editing of streaming groups in line with flexing demands, leavers and joiners and contracts onboarding. Working in line with the Optima Health values – Shaping Tomorrow, Do the Right Thing, One Team, Never Too Big to Care Conduct other ad hoc tasks commensurate with level of responsibility as requested. Experience, Skills, and Knowledge Required for the Role Previous planning and scheduling experience is desirable Strong customer service and relationship building skills Microsoft Excel to advanced level Ability to analyse data Ability to work accurately and efficiently on multiple projects What Can We Offer You? Competitive salary 25 days annual leave, plus bank holidays Buy and sell holiday scheme Pension scheme Health Cash Plan Career progression opportunities Employee Assistance Programme Cycle to work scheme Eye care test vouchers Flu vaccination scheme Employee discount scheme Life assurance Professional registrations fees paid Clinical Training Academy Optima Health is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All applicants meeting the minimum criteria for the role will receive consideration for employment without regard to age, gender or gender expression, disability, race or ethnicity, religion or belief or sexual orientation.