Directors Meeting April 25, 2014 –
25, 2014 meeting recording:
Discussion points from March 7, 2014 meeting
Appearance Question Pool
- Reviewed Riet's spread sheet (December 20th,2013)
of gender-based exam questions. Riet reported that she had been
working to find visuals for the appearance questions but was finding
it very time consuming. She suggested that we use dollarphoto.com as
a resource where photos can be purchased for $1. Also discussed the
need for more gender based questions to fill gaps. It was agreed
that there is some confusion about where the gaps are and what types
of questions and pictures are needed.
will restructure current questions and visuals into an at-a-glance
gender based document so that we can determine the gaps and what
questions and visuals are still needed for the question pool.
- Lynne asked if Directors had a chance to look at checklist
template draft emailed to Directors for Advisory service discussed
at March meeting. Christina - Concern was raised that IITTI would
need to manage clients expectations. Do we refer trainers?? Deborah
– if ET provides testing tool what happens after that? If
client is happy how to take this further? If unhappy how to fix. How
does IITTI identify who is a quality trainer? Concern is that it
will come back on us if something goes wrong. Also, there are many
trainers outside AICI. How do we identify them? Kim- agreed listing
trainers and referring could be a liability. Deborah –
suggested requiring trainer take and pass test to evaluate their
skill set before listing or referring them. Riet- disagreed said we
should not stand for trainers that we don’t know. Suggested
that we list well known training companies such as ‘Post’
or Jacqueline Whitmore rather than the individual trainer. Christina
- Agreed. Stated concern about the question: ‘What would you
like to do next?”. Would be dangerous for ET to take on the
next step. Suggested
that simple report should be generated where they are now based on
the ET exam. Like doctor saying go see a nutritionist because you
are lacking vitamins, etc. Patrick asked if it would be a conflict
if ET member was the advisor and the person to take the next step.
Lynne – agreed. Kimberly- stated concern that pool is small in
each region. Deborah – asked if Greenwood would funnel calls
asking for advisory service. Patrick – stated that as IITTI
grows there is likelihood that it will be sued. Talked about the ISO
model. Directors agreed that it still seems like a conflict.
Christina – What would happen if we did not provide the
follow-up advisory service? How sustainable is the advisory role?
Too subjective. Advisory Role takes us away from our core purpose.
Why not computer generated info-graphics, snapshot with the results
instead? With a few fact finding FAQ’s including draft
questions. Lynne- name should be ‘Report Manager’. If
additional help was needed we could take turns with the follow-up.
Patrick – over time can get the team to develop the graphic
coding to develop and automate this report. Christina- imagine if we
could give the client a visual-at-a-glance report? Report could be
used as a marketing tool. Patrick – report would breakdown
results in detail. Directors agreed – there would be no charge
with more than 20 test-takers. Kim – used Icontact tracking
report as an example of what the report might look like. Nice to
look at graphics. Details about participant results based on %. We
would need to adapt and reformat the 12 draft questions to provide
answers. Directors agreed – this would only be for the Level
1 exam offered free
to 21 test-takers or more. Name
‘IITTI Analytics Report’
Kimberly questioned whether we are
still offering a report as previously agreed for the self-test?
Deborah suggested it should be basic. Score and next steps. Directors
to conference call recording for full details.
for Level 1 exam offered free
to 21 test-takers or more. Directors to redesign draft questions for
info-graphic report. Patrick – Greenwood team will develop the
report for automation in the next couple of months.
Patrick's team to develop self-test basic report. Breaking down
Marketing Strategy 1 - Gain HR
Adoption of IITTI - Patrick
provided progress report on his discussion with 1 high level
multi-national. Multi-national said that IITTI is not well known in
image training industry and does not have a track record to attract
large companies. Directors agreed that Marketing
Strategy 1 - Gain HR Adoption of IITTI by Exposing IITTI concept to
HR’s through initial contact using "Virtual
would be postponed until IITTI becomes more well known in the
image/etiquette industry and can show evidence of its effectiveness.
Directors agreed that immediate target market would be etiquette
trainers rather than corporations.
strategy until further notice
Gender-Based Questions: Patrick
further stated corporate concern about gender-based questions and
would this mean that gender employees would be trained separately?
Directors discussed the
logistics of training based on gender and exam content for Level 1.
Directors agreed level one would only include the essential elements
that you would need to know on a global basis and move some of the
more detailed questions to level 2. Directors agreed that personal
appearance section would remain. Gender-based
testing as an internal feature rather than announced to public.
at question pool. What would a university graduate to someone lower
middle management need to know. What’s not appropriate rather
than the executive look? Or what are the basics that someone would
need to know? Directors agreed future level 1 questions should have
basic lower level details.
suggested marketing strategy (tabled at March meeting) to introduce,
expose and gain adoption of IITTI concept to (AICI colleagues).
Directors agreed to immediate launch IITTI to AICI members. This
will again become IITTI’s #1 strategy. See
Online discussion below
Agreed to hard
launch at conference August 2015.
Table discussion on marketing strategy to next meeting.
finalise suggested tagline (tabled at March meeting)
"Setting the highest
global standard for professional image and etiquette" Online
discussion see below
and finalise tabled & online discussion re: S&G pricing for
-Enquires, First time test takers, Affiliates, Distinguished
clients, Image/ Etiquette corporate trainers. Reconfirmed
S&G Guide will be FREE for Image/ Etiquette corporate trainers.
pricing for Enquires, First time test takers, Affiliates,
with September 4th,
2013 agenda items 2-4
incomplete action steps to form strategy and timeline for completion
– June On-line Discussion and Results
"Simple Letter" – Marketing Campaign to selected AICI
and Kimberly created an online marketing letter targeting etiquette
trainers and distributed it to Directors to be adapted for personal
launched individual email campaigns to selected AICI associates in
the form of an introductory email providing links to the ET site and
inviting them to be involved. Launch was well received. Patrick
discussed initial marketing via informational Q&A teleclass for
Trainers. Discussion was not concluded.
Associate Role & Responsibilities
In response to trainer enquiries Patrick created an initial ‘Roles
and Responsibilities of Associates’ document. Document was
refined first as a collaboration between Patrick and Kimberly. The
role description was finalised and approved by Directors. Patrick is
now sending out this document to interested trainers. Patrick
#3.b September 4, 2013 Agenda
4, 2013 agenda items 2, 3:
– what is volunteer service vs. what is paid service? Need to
create a policy for this.
Governance Organizational Structure of IITTI and Volunteers
IITTI member categories - Finalise Roles / Responsibilities /
Rights / Rewards / Accountability
Directors / Executive Director
- Additional suggested volunteer role (Associate)
we want to add additional membership categories? Yes?/ No? –
yes – Finalize Associate role in IITTI Structure
Responsibilities / Rewards / Accountability / Rights
– Board agreed this is non-member, non-voting strategic
alliance role. see document Roles & Responsibilities of
this finalized structure coincide with current bylaws and governing
IITTI Tagline: tagline
"Setting the highest
global standard for professional image and etiquette" changed
to “The global
standard for professional image and etiquette”
approved by directors
6:30 AM - 8:30 AM Pacific Time
July 8, 2014
discussion points from April meeting
Reports on Actions steps from April meeting
to Trainers/ AICI
Discuss and finalize strategy for creation & implementation of
a marketing plan/ campaign (tabled at March meeting) to introduce,
expose and gain adoption of IITTI concept to (AICI colleagues)
-Image and Etiquette Professionals
teleconference for Trainers/ AICI
Conclude and finalise tabled & online discussion re: S&G
pricing for -Enquires, First time test takers, Affiliates,
Finalize Requirements for taking
exam (create policy and
update student guide if needed)
Should we allow people to challenge
the exam or require proof of education?
create strategy for evaluation of level 1 questions to be
considered basic skill level more advanced questions to be moved to
with September 4th,
2013 agenda items 2-4