Advice with Chartered upgrade

After many years in the profession and operating for quite a few at manager level, I feel it's about time I upgrade to Chartered Member. Reading the standards, I'm definitely operating at that level, but I've always had difficulty in filling out the form.

Is there somewhere I can go and ask the question? Really, I'm just looking for guidance as to what they're wanting to see - how much? Many of the questions read like you need to have specific projects that you've done, with budgets, metrics data etc, but I've never worked for a company that has been that detailed in it's KPI on a change/problem solving initiative etc.

Would be good just to speak to someone and it seems like there are no upgrading workshops or anything like that about.

Thanks

Parents
  • Hi Ella, I successfully upgraded to Chartered Member at the start of 2021 via the form application. I also hold Level 7 qualification like yourself. Happy to guide where I can.
  • Hi Lynsey - hope it's OK to jump on the back of your offer! I'm in the process currently and would appreciate any advice - particulary about the type of examples you provided and evidence within the form as I want to pitch my responses correctly. Thanks, David
  • Yes no problem - can you reach out to me via LinkedIN?
  • Hi David, I'm one of the internal assessors with the CIPD and very happy to help.
    Have you seen the candidate guidance pack on our website for form assessments? The pack contains a lot of useful advice about both the types of suggested examples as well as what we mean when we talk about impact.
    In essence, we are looking for evidence of the value your work has brought to the organisation. And that value could be demonstrated through hard and soft metrics. Crucially for Chartered Member applications, we are looking for evidence that that value has been sustained over the medium to long-term (ideally over a year). So, changes in employee engagement scores, attrition & retention, promotion, absence figures (depending on your example) etc. as well as qualitative feedback from line managers or employees, reputational impact, a new HR approach becoming the norm, internal awards etc.
    As a thought, we also offer upgrade assessments over video (instead of telehpone, from next week), and some candidates find being able to discuss their examples with a friendly assessor (!), a more helpful approach for them.
    Happy to keep the conversation going David.
    Thank you very much.
  • Thank you very much Tisha! I have just submitted my form and I hope I have been able to evidence the points you raised succesful - I have had some great advice and yes the guidance was fantastic, the examples were very useful to work from.

    I see the website has updated in the last couple of days, my manager will be happy he doesn't have to complete a support form! I used the old form so hope this works OK. The video method is a great change and one I will hopefully not need but would consider in the future. Would the questions be the same?
  • Yes that's right David - we will no longer be requesting stakeholder/colleague feedback as part of the upgrade assessment and we have moved mediums, to video assessment instead of phone assessment as standard (based on really positive candidate feedback).
    The assessment will still be the same - so evidence around the core areas of People, Work and Change at Chartered Fellow - level.
    I'm sure you have David and the very best of luck with your application.
  • Hi Tisha, I’m just jumping on this as I’m also keen to upgrade to the chartered membership. I’m not sure if this is something you’re able to answer but I’ve seen in these responses comments about medium to long term impact that has ‘ideally’ been sustained for over a year. Is there a set criteria around that term ‘ideally’ do you know? For example, if the evidence for all questions can show examples that have been sustained for over a year, but just one example is just under a year, I’m wondering if the assessment criteria allows flexibility with this, if all other parts of the question can be evidenced (e.g. value added to the organisation in that time period backed up by metrics / measures, strategic complexity etc.) I’ve found the assessment guidance really helpful but it’s unclear what the criteria is around this part of the assessment and whether an example just short of the year timeframe would be a hard stop on the upgrade. Thanks in advance,
  • Hi Samantha,
    I'm very happy to help and sorry for the time it's taken to come back to you on this.
    As part of your upgrade assessment conversation, we will ask you to share two examples where you have led initiatives that have created positive change for your organisation. And at Chartered Member level, we typically expect the value of this change to be demonstrated for over a year. I would recommend that when you are reflecting on the best examples to choose, that you use examples in both cases where you can demonstrate change of over a year.
    Saying that, if you have an example where you haven't reached the 1-year + timeframe in terms of demonstrating value, if you can talk to the milestones you have reached and the expected value of the initiative in 1year/18months/2years time etc. that can also demonstrate the planned medium to long-term value of your approach. Which is also helpful.
    So, not a hard stop on upgrading, but I would say collect as much evidence as you can around demonstrating the expected long-term value of your initiative and how you incorporated this thinking when you started the project..
    I hope that helps and very happy to continue the conversation.
    Thank you very much,
    Tisha.
Reply Children
No Data