Strategic themes

This Plan contains six strategic themes and places a renewed emphasis on professional standards and the value of membership supported by world-class learning and qualifications. The themes reinforce the Institute’s overarching role, with the CII and PFS positioned as professional membership bodies first and foremost, delivering our unique member proposition that encompasses ‘Credibility, Community and Career’. The themes draw heavily from the outputs of our ‘Shaping the Future Together’ consultation, a major survey of CII and PFS members conducted in the latter part of 2021. The findings from the consultation were reported back to the membership in the first half of 2022.

Our six strategic themes

1. Excellent Member Experience

2. Highest Professional Standards

3. Sector Thought Leadership

4. World-Class Learning

5. Digital First

6. Sustainable Institute

Each theme is described in greater detail in the next section of this Plan along with the actions we will take, the high-level outcomes that will be delivered, and a set of performance measures that will evidence the delivery of these outcomes. Some of the measures will evolve and some will be updated over the course of the Plan period as they are informed by the delivery of other actions and external events.

The Plan is organised into two distinct phases. The first year of the Plan – 2023 – focuses on addressing legacy systems issues, returning the CII to a surplus position after the pandemic and building strong foundations for the future. The subsequent four years focus on delivering new capabilities and rebuilding the Institute’s reserves for the long-term. The 2023 year is supported by a detailed annual business plan and budget, and we will develop similar documents for 2024-2027 going forward.