Board of Advisors Roadmap. A few trends… TIMELINE Direct Your Internal CII Team 3 Years Basic Member Established Member Leading Member Upon Joining Establish.

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Presentation transcript:

Board of Advisors Roadmap

A few trends…

TIMELINE Direct Your Internal CII Team 3 Years Basic Member Established Member Leading Member Upon Joining Establish key roles Evaluate existing processes Meet with your team regularly Full Engagement – Maximum ROI Committee memberships Research Team Chair/Co-Chair Implementation Champions CII role expansion Develop Annual Execution Plan Project delivery process improvement Research participation Benchmarking Communities of Practice 3

TIMELINE BOA Roadmap 1 12 Months Designate your initial CII Team: BOA Alternate Implementation Champion Professional Development Manager Benchmarking Manager Data Liaison Online Administrator Upon Joining Month 1 20xx Join Orient your initial CII Team: Review roles CII website access CII support resources Establish Team 1 The BOA Roadmap will need to be calibrated/aligned with the CII annual calendar and your Company’s fiscal calendar; make adjustments to the BOA Roadmap Timeline as required. 4

TIMELINE BOA Roadmap 1 12 Months Review Key CII Implementation Guides: - Implementation Model + Knowledge Structure Guide (IR 166-2) - CII Best Practices Guide (IR 166-3) - Implementation Planning Model: Steps to Success (IR 246-2) - Implementation Assistant* - Implementation Tool Box* - The Role of Executive Support in Implementation Champion Success (RS 246-1a) - Support for the Implementation Champion: The Experience Reference Index (IR 246-3) Within 3 Months of Joining Month 3 20xx Join Establish Team *found on CII website Review Key Implementation Guides 1 The BOA Roadmap will need to be calibrated/aligned with the CII annual calendar and your Company’s fiscal calendar; make adjustments to the BOA Roadmap Timeline as required. 5

TIMELINE BOA Roadmap 1 12 Months Prepare for Annual Planning - Determine who will be attending CII events such as the Board of Advisors, Performance Improvement Workshops (PIWs), and the Annual Conference - Establish internal CII budget Process Reviews - Direct an internal CII team to review current processes against CII norms Within 6 Months of Joining Month 6 20xx Join Establish Team 1 The BOA Roadmap will need to be calibrated/aligned with the CII annual calendar and your Company’s fiscal calendar; make adjustments to the BOA Roadmap Timeline as required. Review Key Implementation Guides Process Reviews & Prepare for Annual Planning 6