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

  • 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 Ella, did you manage to upgrade?
    Thanks
  • Hi Lynsey,
    Apologies for jumping on this thread; I am looking for some guidance on the form based approach. if you would be so kind as to help I would be very grateful.
    Thanks, Belle
  • Hi Lynsey,
    Apologies for jumping on this thread; I am looking for some guidance on the form based approach. if you would be so kind as to help I would be very grateful.
    Thanks, Belle
  • 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.
  • Hi Samantha, I am in the same position as you; would you be happy to swap emails so we can tackle this together? Thanks
  • Hi, sorry to jump in

    I am looking to upgrade, but I have a huge stumbling block.

    I report directly to the directors and they will not complete a stakeholder review - and I really mean they wont do it - so does that mean I am stuck as I am?

    Also, what examples, projects etc are needed - everyday I carryout different tasks, taking on different things - what counts, it is just everyday work?
  • Hi Jennifer... let me try to get a view on your conumdrum.