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 Power Point.
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.