CMI Regional Toolkit

CMI Events Toolkit

Your step by step guide to organising and delivering digital and in person events.

INTRODUCTION

Welcome to the CMI regional and devolved nations events toolkit. Your step-by-step guide to delivering digital and in person events for your region.

We really appreciate the work that our Regional Boards do in providing CMI members and the wider community with a calendar of events which cater for all audiences, from aspiring managers right through to experienced leaders, across the UK and internationally.

As you plan your event and add your own regional flavour, the CMI events team will work closely with you to ensure your events are promoted and delivered to a high standard.

Good luck and enjoy the event planning process!

Some photos from previous CMI Events.

PROFESSIONAL STANDARDS WHEEL

All of our events align with the CMI Professional Standard for Management and Leadership skills. A complete guide to skills and competencies for managers and leaders. The main sections of the wheel are broken down into three segments, each of which represent a set of capabilities. Explore the segments using the links below and open up an explanation of the corresponding capabilities in more detail, along with descriptions of what proficiency looks like across different career levels.

Each month all of CMI’s activities, including our events, will be aligned to one of the segments of the Professional standard as detailed in the Schedule of themes . We will work with you to ensure your events are correctly aligned.

For more information, see the Professional Standards Wheel and explore the segments and corresponding capabilities in more detail.

BEING AN ETHICAL AND INCLUSIVE LEADER

INTERPERSONAL EXCELLENCE

DIGITAL EVENTS

DIGITAL EVENTS - QUICK GUIDE

STEP 1

Initial Planning (10 Weeks Prior)

STEP 2

Progressing Your Event (8 Weeks Prior)

STEP 3

Promotion (6 Weeks Prior)

• Consider your event date, time, host, speakers, title, content and format

• Complete and submit your Regional Digital Event Request Form

• CMI Events will contact you to start the ball rolling

• Start to work through your Digital Event Planning Checklist

• Approach and confirm speakers, and select a nominated person for speaker liaison. (The speaker liaison will be someone from the Regional Board or your CMI Event lead)

• Outline your event agenda

• Speaker liaison to request a high resolution photograph and short biography from the host and speaker(s)

• CMI Events will list your event on Eventbrite & the CMI website

• CMI Events will start promotion via member communications

• Board to promote on Regional LinkedIn/Twitter Pages and personal networks using digital assets provided by the CMI Events team

Event Lead Up STEP 4

STEP 5

The Event

STEP 6

The Follow-up

• CMI Events will provide you with weekly booking number updates via email

• Liaise with your CMI Event lead to draft the host and speaker briefs

• Confirm availability of host(s) and speaker(s) for a briefing call with your CMI Event lead

• Your CMI Event lead, speaker(s) and host(s) to join Streamyard 30 mins before start time for final checks

• CMI Events to manage the live stream including chat and audience questions

• Enjoy seeing all your hard work come to life!

• CMI Events to send ‘thank you’ emails to speakers

• CMI Events to send a follow up email to attendees which will include links to any relevant resources, the evaluation form and any upcoming events

• CMI Events will share event and evaluation data with the regional board

To further assist you with ideas in content planning, please refer to our Regional Insights which is the results of us “drilling down” into usage of the CMI Management Diagnostics tool which shows, by region and level of member, what areas of knowledge/competency (from the CMI Professional Standards) members are scoring low on when they’ve completed the assessment on the diagnostics tool. This can allow for a more targeted approach to regional events to support members’ professional development needs at a regional and or national level. Also the Awareness Days document is a list for the remainder of 2023, of some days that CMI HQ will be focusing on in posts (and on some occasions events) on the main CMI social media channels.

With support from your Regional Manager, and once you and the Board have discussed your event concept in more detail, including the aims and objectives, theme and content, date, time etc, you can then complete the Regional Digital Event Request Form This will enable the CMI Events team to support you with the next stages of organising and delivering your event. Once you have completed the google form a member of the events team will be assigned and become your CMI Events lead. They will be in touch with you to start the ball rolling.

Support from your Regional Manager throughout the planning process

All of our events align with the CMI Professional Standard for Management and Leadership skills e.g. Personal Effectiveness, Interpersonal Excellence and Organisational Performance - each of which have multiple sub topics. CMI will focus on highlighting and promoting one overarching topic from the Professional Standard each month to which your event topic and content must align. For more information, see the Professional Standard Wheel and the Schedule of Themes .

Step 2: Progressing Your Event

You’re at a great place in making progress with your event plans. Use your Digital Event Planning Check List to track your progress, completed actions and deadlines. This should be shared in your regional shared Google Drive so members of the Board and CMI Events can track progress and offer support if required. Have you secured your speakers? It is important that you confirm your event speaker(s) and host(s). Decide who will be your speaker liaison - this is the person who will communicate with your speaker(s). This can be someone from the Board or the CMI Events team. The speaker liaison will then send an initial invitation email. This email is to explore their willingness and availability to participate, giving them a high level overview of the event and their proposed role and/or contributions. Once they have confirmed, please request a high resolution headshot photograph (JPEG format) and short biography (80-100 words) that we can use for the promotional marketing of the event. Please also secure the same items from your event host or facilitator.

Please note: As a registered charity, CMI is unable to offer a fee or honorarium to speakers. However, as a token of our appreciation we are pleased to offer free CMI membership for three months to speakers who are non members.

The content of the speaker’s presentation and/or panel conversation should focus on the topic in question and although they may refer to their business or services, it should still be in context with the event and any such reference(s) should be brief.

Host: A member of the CMI Events team will provide the housekeeping intro and outro. A representative from the Regional Board should take the main hosting role and facilitate the Q&A at the end. Your early discussions should establish who will take this hosting role for the live event.

Outline a draft agenda for your event specifying times and activities. Use the Digital Event Agenda Template to assist you in making a start.

Don’t forget to ask for a high res headshot and short biography from the speaker

Step 3: Promotion

The CMI Events team will use the information you submit to ensure relevant and bespoke event assets are designed by our inhouse marketing team. These assets will be used for Eventbrite, social media and other avenues for promotion. Once these have been designed they will be shared with you to assist you and the Board in your promotion of the event via your Regional LinkedIn/ Twitter pages and personal networks.

CMI Events will start promotion via member communications and will ensure your event is listed and published on Eventbrite and the CMI website.

Depending on the nature of your event, targeted mailings for specific CMI member groups can be arranged.

Step 4: Event Lead Up

CMI Events will provide you with weekly booking number updates via email, enabling you to monitor progress of registrations.

CMI Events will draft host(s) and speaker(s) briefing documents which will include details about the event, their role, the agenda and any other key information. Once completed this will be shared with the host(s), speaker(s) and all participants.

Alongside the briefing document, a briefing call and tech rehearsal should be arranged to discuss the event in detail, to answer any questions that your speaker(s) may have. It will also allow time for orientation of our streaming platform. This call should be scheduled for approx 30 mins, CMI Events will be able to organise this for you and send a calendar invite. Following the call, if there are any agreed changes to the agenda or speaker roles, the briefing documents will be updated and re-distributed at least seven days prior to the event date.

Event assets designed by our in-house marketing team

We ensure your event is listed, published and promoted correctly on required platforms

Step 5: The Event

The event day has arrived and you’re about to see how all of your hard work and planning comes to life during your event. Speaker(s), host(s) and CMI Events to join Streamyard 30 mins ahead of start time for final checks and event run through.

Throughout the event there will be various calls to action (CTAs) displayed on screen (ticker) and posted in the live chat box on YouTube for our online audience. Members of the events team will manage this process, and monitor the live chat and all technical aspects of the event, so that speakers and hosts can focus on delivering quality content.

During the Q&A, CMI Events in conjunction with your host, will moderate, star and select any suitable live audience questions which will be displayed on screen.

Once the live stream has ended, we ask that all participants stay online for a short debrief.

Most importantly, ensure that you enjoy the event as much as possible!

Step 6: The Follow-up

Your CMI Event lead will send an email to your speaker(s), thanking them for participating in the event, and requesting that they complete our Speaker Feedback Form

CMI Events will also send a follow-up email to all attendees which will include relevant resources, slides, a link to the evaluation form, calls to action and promote any relevant upcoming CMI Events. We will also share event and evaluation data with the regional board.

You’ve successfully organised, and delivered a CMI Regional digital event! Congratulations and thank you for your hard work and contributions to the continued success of CMI within your region and beyond.

Follow up emails sent to all attendees

Congratulations! You have now successfully delivered a CMI Regional Digital Event

IN PERSON EVENTS

STEP 1

Initial Planning (12 Weeks Prior)

STEP 2

Progressing Your Event (10 Weeks Prior)

STEP 3

Promotion (8 Weeks Prior)

• Consider your event date, time, location, host, speakers, title, content and format

• Complete and submit your In Person Event Request Form

• A CMI Event lead will be assigned to your event and they will be in touch with you to discuss next steps

• Your CMI Event lead will source suitable venues and arrange a virtual or in person site visit

• Start to work through your In Person Event Planning Checklist

• Approach and confirm speakers, and select a nominated person for speaker liaison. (The speaker contact will be someone from the Regional Board or your CMI Event lead)

• Outline your Event Agenda

• Speaker liaison to request a high resolution photograph and short biography from host and speaker(s)

• CMI Events will list your event on Eventbrite & CMI website

• CMI Events will start promotion via member communications

• Board to promote on Regional LinkedIn/Twitter pages and personal networks using digital assets provided by the CMI Events team

• Event lead to confirm and finalise any additional requirements with venue e.g staging, microphones, AV

Event Lead Up STEP 4

The Event STEP 5

The Follow-up STEP 6

• CMI Events will provide you with weekly booking number updates via email

• Liaise with your CMI Event lead to draft the host and speaker briefs

• Confirm availability of host(s) and speaker(s) for a briefing call with your CMI Events lead

• Your Event lead will confirm final numbers, any dietary and any access requirements with the venue

• Arrive at the venue at the agreed time for set up of the event space including registration

• Work through the Event To do list

• Scan/photograph the completed attendee check in sheet and email to the events team

• Enjoy seeing all your hard work come to life!

• Collect all completed Evaluation forms , take a photograph or scan each form and sent via email

• CMI Events lead to send ‘thank you’ emails to speaker(s)

• CMI Events to send a follow up email to attendees which will include links to any relevant resources, the evaluation form and any upcoming events

• CMI Events will share event and evaluation data with the regional board

Step 1: Initial Planning

Our events align with the CMI Professional Standard for Management and Leadership skills. e.g. Personal Effectiveness, Interpersonal Excellence, Organisational Performance, each of which has various sub topics. CMI will focus on one overarching topic from the professional standard each month to which your event topic and content must align. For more information, see the Professional Standard Wheel and the Schedule of Themes .

To further assist you with ideas in content planning, please refer to our Regional Insights which is the results of us “drilling down” into usage of the CMI Management Diagnostics tool which shows, by region and level of member, what areas of knowledge/ competency (from the CMI Professional Standards) members are scoring low on when they’ve completed the assessment on the diagnostics tool. This can allow for a more targeted approach to regional events to support members’ professional development needs at a regional and or national level. Also the Awareness Days document is a list for the remainder of 2023, of some days that CMI HQ will be focusing on in posts (and on some occasions events) on the main CMI social media channels.

With support from your Regional Manager, once you and the Board have discussed your event concept in more detail including the aims and objectives, theme and content, date, time, location etc, you can then complete the Regional In Person Event Request form . This will enable the CMI Events team to support you with the next stages of organising and delivering your event. Once you have completed the google form a member of the events team will be assigned and become our CMI Event lead. They will be in touch with you to start the ball rolling.

For your first in person regional event, your event lead and or CMI Events team members will be in attendance to support you and model best practice. Thereafter, you will have all the relevant tools to deliver your next in person event with remote support from your CMI Event lead.

CMI Events will source an appropriate venue to host your event. If you have a preferred venue or location, please let us know and we will explore availability. Once a preferred venue is identified, your event lead will arrange an in person or virtual site visit. This will provide an orientation of the event space and allow an opportunity to ask any questions regarding the venue and plans for the event. Please let your event lead know if you would like to be involved in the site visit. During the site visit, there is a checklist which will be completed to ensure that the venue is fitfor-purpose and all the relevant questions are asked.

Once a suitable venue is sourced, we will ensure that all of the event requirements are confirmed and contract signed.

You’re at a great place in making progress with your event plans. Start to use your In Person Event Planning Checklist . This will support you in tracking your progress and helping to ensure you have not missed any crucial steps. This should be updated and placed in your regional shared Google Drive so members of the Board and CMI Events can track progress and offer support if required.

Have you secured your speakers? It is important that you confirm your event speaker(s) and host(s). Decide who will be your speaker liaison - this is the person who will communicate with your speaker(s). This can be someone from the Board or the CMI Events team. The speaker liaison will then send an initial invitation email. This email is to explore their willingness and availability to participate, giving them a high level overview of the event and their proposed role and or contributions. Once they have confirmed, please request a high resolution headshot photograph (JPEG format) and short biography (80-100 words) that we can use for the promotional marketing of the event. Please also secure the same items from your event host or facilitator.

Please note: As a registered charity, CMI is unable to offer a fee or honorarium to speakers as a token of our appreciation we are pleased to offer free CMI membership for three months to speakers who are non members. We will cover reasonable travel and accommodation expenses where necessary. For details refer to the Expenses Claim Form

The content of the speaker’s presentation/conversation should focus on the topic in question and although they may refer to their business or services, it should still be in context with the event and any such reference(s) should be brief.

Host: A member of the Board should be the host for the event. The host would be expected to start the event with a welcome, introductions, housekeeping and provide any logistics and/or instructions to delegates as required throughout the event.

In collaboration with your event lead, outline a draft agenda for your event, specifying times, activities and location. An In Person Event Agenda Template can be found here to assist you in making a start.

Don’t forget to ask for a high res headshot and short biography from the speaker

Step 3: Promotion

The CMI Events team will use the information you submitted to ensure bespoke event assets are designed by our in-house marketing team. These assets will be used for Eventbrite, social media and other avenues for promotion. Once these have been designed they will be shared with you to assist you and the board in your promotion of the event via your Regional LinkedIn/Twitter pages and personal networks.

CMI Events will start promotion via member communications and ensure your event is listed and published on Eventbrite and the CMI website. Depending on the nature of your event, targeted mailings for specific CMI member groups can be arranged.

Ensure your Event lead is clear on any ‘extras’ that you may need from the venue e.g staging, microphones, AV. At this stage, all these items and or services should be confirmed with the venue.

Event assets designed by our in-house marketing team

We ensure your event is listed, published and promoted correctly on required platforms

Step 4: Event Lead Up

CMI Events will provide you with weekly booking number updates via email, enabling you to monitor progress of registrations.

The CMI Events team will draft host(s) and speaker(s)/host briefing documents which will include details about the event, their role, the agenda and any other key information. Once completed this will be shared with the host(s), speaker(s) and all participants.

Alongside the briefing document, a briefing call should be arranged to discuss the event in detail, answering any questions that your speaker(s) may have. This call should be scheduled for approx 30 mins, CMI Events will be able to organise this for you via Google Meet. Following the call, if there are any agreed changes to the agenda or speaker roles, the briefing documents should be updated and redistributed at least seven days prior to the event date.

CMI will provide all the items and branding you need for the event e.g. banner stands and CMI goody bags for each attendee. When completing the Event Request Form please indicate to who and where the event items should be sent - whether that is directly to an individual, or to the event venue if they approve.

Your CMI Goodies for each attendee:

• Green CMI Tote bag

• Green CMI Lanyard

• Grey CMI Notepad

• Grey CMI Pen

• CMI at a Glance leaflet

Step 5: The Event

The event day has arrived and you’re about to see how all your hard work and planning come to life during your event. Arrive at the venue at the agreed time for orientation and set up, and for the checking of key areas. e.g registration and event/directional signage.

Use the Event Checklist to ensure you don’t forget any key tasks during the hustle and bustle of a successful event.

We will provide you with an attendee check in sheet so you can sign in attendees as they arrive. Once they have all arrived, please take a photo of this sheet and email to cmievents@managers.org.uk . Please ensure this is done as soon as possible following the event.

Most importantly, ensure that you enjoy the event as best as possible!

Step 6: The Follow-up

Hard copy Evaluation Forms will be provided for each attendee, please collect all completed forms, take a photograph or scan each form and email to cmievents@managers.org.uk as soon as possible.

Your CMI Event lead will send a thank you email to your speakers, thanking them for participating in the event, and requesting that they complete our Speaker Evaluation Form .

CMI Events will also send a follow-up email to all attendees which will include relevant resources, slides, a link to the evaluation form, calls to action and promote any relevant upcoming CMI Events. We will also share event and evaluation data with the regional board.

CMI Events will also ensure that everything is settled with the venue in terms of any outstanding payments or issues.

Ensure you have everything you need, including signage and printed materials

You’ve successfully organised, and delivered a CMI Regional In Person event! Congratulations and thank you for your hard work and contributions to the continued success of CMI within your region and beyond.

Follow up emails sent to all attendees

Congratulations! You have now successfully delivered a CMI Regional In Person Event

JOANNA FROHMAIER | CMgr FCMI

Head of Events, Networks and Regional Operations

AMANDA ROSE | MCMI

Digital Events Manager

MICHAEL BOLT | MCMI

Events Delivery Manager

CLAIRE COULL | MCMI

Events & Regional Board Operations Manager

Events Delivery Coordinator Events Delivery Coordinator

Events & Awards Coordinator Membership & Regional Support Administrator

CRAIG GREENDALE

NATASHA CLEGG | fCMgr

Events Delivery Coordinator

MARY BOLAWOLE

STACEY BARK

KAREN HORNE

The Chartered Management Institute (CMI) works with business and education to inspire people to unleash their potential and become skilled, confident and successful managers and leaders.

With a wealth of practical qualifications, events and networking opportunities on offer throughout the UK and Asia-Pacific, CMI helps people boost their career prospects and connect them with other ambitious professionals in any industry and sector.

In fact, CMI has more than 130,000 people training to be better managers right now. Backed by a unique Royal Charter, CMI is the only organisation allowed to award Chartered Manager status –the ultimate management accolade.

CMI’s thought leadership, research and online resources provide practical insight on critical issues for a 200,000 plus membership community and anyone looking to improve their skills, nurture high-performing teams and help pave the way for the next generation of managers and leaders.

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CMI Regional Board Events Toolkit - May 2023 V1.0