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theme 6 Action plan

Action 2023-27

Governance review completed and recommendations implemented.

Deliver new Customer Relationship Management system

Outcome

A contemporary governance framework which allows the Institute to best achieve its purpose as laid out in our Royal Charter.

Better membership retention and progression, and membership growth especially in the international business through an improved and customised membership proposition and capabilities

Improved self-service and automation. Ability to track CPD.

Broaden our product and service offer to fully cover market demand and member needs.

Increase in membership base and increased member satisfaction.

Recruit and retain a diverse staff team. Increased workforce diversity which better represents our community of members

Update hybrid working model and future-proof workplace.

A net zero carbon workplace and a hybrid workspace fit for the next two decades

Drive an industry wide net zero culture To create an alliance within the industry to provide cheaper insurance to net zero business and also drive net zero CPD quals and possibly Net Zero industry challenge