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Sep 4, 2013 Meeting Outcomes

Agenda Item 1 (Business Strategy)

IITTI strives to be seen as a high quality, consistent product and brand

What IITTI is:

We develop and provide a standardized 1) Business etiquette; 2) Business/ Social etiquette - testing system

  • Short Term - North America Standards (along with internationally accepted standards of western culture)

  • Long Term – other regions

What IITTI is not:

Training end users is not part of IITTI’s current role

  • Trainers who wish to include IITTI certification will need to develop their own training program to conform with IITTI standard.

What IITTI provides to assist:

  • IITTI will provide the Standards and Guidelines document (previously called Learning Outcomes) free of charge to trainers who wish to include the IITTI exam system as a training/ evaluation tool.

  • IITTI will provide IITTI marketing tools (i.e. logo, research data, etc.) to trainers who wish to promote the benefits of the IITTI certification as one of their training tools

  • IITTI will educate the public on how to find a qualified trainer by pointing them in the right direction. i.e. AICI Certified, Emily Post, etc. We do not police trainers; nor does IITTI advocate specific trainers.

Main Strategy - Product Launch at AICI Conference 2015

Officially launch the IITTI Basic Level Exam as a training / evaluation tool at the AICI Global Conference 2015.

  • This product will be marketed to etiquette trainers and consultants as a tool that will add credibility to their end-user training programs.

  • This will likely precede by several soft launches beforehand to test the product, collect research data for marketing purposes over the next two years.

It was determined that the following must be completed for AICI Product Launch:


  • Content completion (200 question pool/ standards & guidelines)

  • Technical software system set-up for random question selection within each category

  • Content consistency (standards & guidelines vs. question pool)

  • Packaging (to entice industry professionals / end users)

Marketing Internal & External (Distribution/ Promotion)

  • Plan (how are we going to get there / consistency -speak with one voice)

    • Market Research Data Collection

    • Packaging Product and Brand (look, feel, consistency - brand)

    • Online resources / documents / tools - for advocacy / trainers / participants / employers

    • Marketing / Sales Tools- for trainers

  • Development & Execution of above

Due Date: Above must be completed by April 1, 2015 for AICI Launch

Next Meeting Scheduled: September 26, 2013 7 am Pacific Time


  1. Finalize Basic Level Standards & Guidelines (previously called Learning Outcomes)

  2. Finalize 25+ new test pool questions

  3. Continue with September 4th agenda items 2-4 as time allows

Action Steps due for Meeting:

  1. Deborah to choose and submit final question for online self-test (Done Sep 4, 2013)

  2. Patrick to launch finalized sample online test (Done Sep 5, 2013)

  3. Founding Directors to write 5+ question pool questions each and email them to Patrick by Sept. 23rd (Done Sep 23, 2013)

  4. Founding Directors to read and evaluate all standards and guidelines (learning outcomes) in red. Submit concerns to Patrick by Sept. 23rd. (Done Sep 23, 2013)

  5. Patrick to compile new test pool questions and standards & guidelines (learning outcomes) concerns. Forward to Directors prior to finalization (Done Sep 25, 2013 via email)

(This Launch Checklist table is duplicated and kept up-to-date on the "Welcome" page of our intranet)

(Agenda Item #8 & 9) Level 1 Launch Checklist

Needed to Launch IITTI1


Action/ by Whom

Due Date

Finalize IITTI business strategy (1)

Finalize IITTI Roles and Responsibilities(2)

Paid vs. non-paid policy (2)

Finalize Governance Structure (3)

Finalize hired guns service structure (4)

Finalize service structure cost- Level 1 (5)

Finalize fee for Level 1 Exam (6)

Requirements and policy for Level 1 test takers (7)

Review and finalize IITTI website & docs to coincide with finalized agenda items above –do they speak with one voice?


Finalize Standards & Guidelines (Learning Outcomes) level 1

Check Standards & Guidelines (Learning Outcomes) in red on intranet. Submit concerns to Patrick by Sept. 23. Patrick will compile list and email ahead.

Sept 26, 2013

Finalize current level 1 questions (in Question Pool) to coincide with Standards & Guidelines (Learning Outcomes)

Additional level 1 questions to 100

Online - Self Test questions

Done early on Sep5,2013

By Patrick

Due Sep26,2013

Greenwood Exam infrastructure & procedures policy/ guidelines

Exam taker requirements/ guidelines

Exam Proctoring Manual

Additional Items below

Before or after launch?

Create Policy Manual

Marketing Plan

Train the Proctor Manual

Finalize requirements and structure for Level 2 & Level 3 Exam

Additional Level 1 questions to 150

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