Data – what your institute can now access

As part of our commitment to the Realigning the Partnership initiative, the regional membership team is pleased to provide a comprehensive overview of the data that we can now provide to each local institute council, as well as some additional data sets that we are currently developing in conjunction within colleagues from across the organisation.

Membership data - overview

At the start of each week, the CII uploads an excel workbook of your local institute’s membership data into the My LI section of Network Know-How; your membership secretary has access to this data. The data contains key information on all members that are affiliated to your local institute. You can use the data to look at member age range, qualification status, membership start date, organisation members work for, GI / FS split etc.

We are currently working on several developments for this data set – including:

  • Regular overview of lapses and resignations for your institute

Communications data – email addresses

Please note all communications issued to your members must be actioned via the integrated e-flyer tool which sits within your website CMS – your institute’s communications officer or your Regional Membership Manager will be able to provide you with more information on this key tool. Please note we longer provide email addresses as part the weekly membership data to ensure that we reduce the risk of any data breaches and associated fines. Your institute’s latest communications data is uploaded into your websites CMS at the start of each week. We advise institutes NOT to keep any communication lists due to the need to maintain ongoing GDPR permissions.

We are also currently working on several developments on the communications data you receive via the integrated e-flyer system – this includes:

  • New member data – uploaded directly into the system – allowing you to communicate to new members about your institute’s proposition, we will also be developing a stand-alone e-flyer you can utilise.
  • Members – under the age of 40 – institutes have requested a data set for members under the age of 40.

Additional data sets – qualifications and exams

The following data sets can be requested via your Regional Membership Manager - qualification and awards data, data around examinations sat by your members and active examination vouchers held by your members. Simply contact your Regional Membership Manager for more information. Your RMM will normally be able to provide this information to you within five working days.

Additional data sets – chartered and key corporates

Your Regional Membership Manager can provide you with an overview of any chartered firms with a local head office. If you require additional information about key corporates and other key businesses in your area, then your RMM will happily broker a relationship with a member of the CIIs business development team.

National data

As part of our monthly regional membership report we now provide an overview of the following: overall month on month CII Group membership figures, the breakdown of CPD events being offered by the entire local institute network and key national exam figures including overview of any complaints or issues faced across the UK. Please ensure this report is tabled at your council meeting.