Board of Advisors Roadmap

A few trends…

3

TIMELINE Direct Your Internal CII Team

3+ years

1-2 years

Start3 Years

Basic Member

EstablishedMember

LeadingMember

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

DRAFTTIMELINE BOA Roadmap1

12 Months

Designate your initial CII Team: BOA Alternate Implementation ChampionProfessional Development Manager Benchmarking Manager Data Liaison Online Administrator

Upon Joining

8

7

6

3

2

1

4

11

10

9

5

12

Month 120xx

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

DRAFTTIMELINE BOA Roadmap1

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

8

7

6

3

2

1

4

11

10

9

5

12

Month 320xx

Join Establish Team

*found on CII website

Revie

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ey Im

ple

me

nta

tion

Guid

es

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

DRAFTTIMELINE BOA Roadmap1

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

8

7

6

3

2

1

4

11

10

9

5

12

Month 620xx

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.

Revie

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ey Im

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Guid

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Process Reviews &

Prepare for Annual Planning

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