Annual assessment

Each year, following the AGM the immediate past president is required to complete an annual local institute assessment looking back on their presidential term.

The annual local institute assessment is intended to support and ensure consistent high performance across the entire local institute network. The assessment highlights instances of best practice so that all institutes can focus their resources on the right activities.

The ambition is to create a roadmap for institute councils to follow as they strive to provide the best service to their members.

The assessment criteria have been agreed in consultation with the local institute network and approved by the CII Board.

Local institutes are measured across six categories (five in the case of those institutes not running a local exam centre), with a weighting applied to recognise their relative importance e.g. governance and CPD the most important, social events the least important. Thecategories are governance, CPD, engagement, communications, exam centre and events.

Where appropriate, assessment measures will reflect the membership composition of individual institutes. The questions asked relate to the last full presidential year, with the exception of those in respect of local institute finances which are in respect of the previous financial year.

The assessment is completed in conjunction with your Regional Membership Manager.

Your assessments can be found within the My LI section once you have logged in.

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