CIPD SOUTH EAST WALES BRANCH BUSINESS PLAN
July 2015 – June 2016
Completed: 02.07.15
CIPD BRANCH BUSINESS PLAN – July 2015 – June 2016
INTRODUCTION
CIPD is the professional body for HR and L&D professionals and more broadly for those
involved in people management and development. The CIPD’s purpose is to champion
better work and working lives by improving practices in people and development for the
benefit of individuals, businesses, economies and society. The CIPD is incorporated by
Royal Charter and is a registered charity.
CIPD branches and groups (geographical and special interest groups) are spread
throughout the UK and Ireland and run by volunteer branch officers and committee
members.
Branches provide a key channel for member and potential member engagement at a local or
country level, they:
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act as advocates for the CIPD locally in support of our national and international
member objectives and provide insight and feedback on member needs
provide low-cost CPD by hosting local events and activities which enable local
practitioners to network and learn from each other
support members with their career development
often develop and maintain good relations with local centres offering CIPD
programmes
support members by ensuring our latest research and other CIPD services are
disseminated
The CIPD aims to strengthen and enable the branches to better support members and
potential members locally. This year branches are helping to support the CIPD strategic
imperatives by:
1. supporting local centres with inductions to ensure they see the value of joining and
remaining in membership
2. supporting members with career plans & ensure they are in right professional grade
3. continuing to supporting national campaigns where appropriate and pertinent eg
‘Learning to Work’ Campaign, particularly through our ‘Steps Ahead’ project, ‘Engage
for Success’ (EfS) initiative, etc.
The CIPD is grateful and thankful to our branch volunteers for the great work that they do at
a local level. Our members’ lives are much better for it.
The purpose of this Business Plan is to capture relevant, appropriate branch activity
including associated costs for year July 2015 – June 2016. The plan needs is required to
release your branch funding for that period, as outlined in the Branch Terms of Reference. It
will enable members, potential members, branch officers and committee members to
understand your plans and the investment required to ensure your plans materialise.
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CIPD BRANCH BUSINESS PLAN – July 2015 – June 2016
Plans must be submitted for approval on 30.06.15
HEADLINE REVIEW OF LAST YEAR
Key achievements (What are you most proud of?)
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Delivery of programme of events, attracting increased delegate numbers
Sustained delivery of objectives despite resourcing issues
Key challenges (What local issues have you experienced?)
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Resourcing difficulties due to serious illness, bereavement
Decrease in level of financial support from local organisations due to ongoing
economic challenges
Ongoing challenge to maximise and optimise communications with diverse
membership
Financial outturn 2014 – 2015
Total income
Total expenditure
Surplus for the year
£ TBC accounts still
open
£
£
Opportunities for the coming year
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Nationally and regionally - decision from head office on establishment of Wales
region
New committee leadership - newly elected Chair and joint Vice-Chairs
Re-focus of branch offering, concentrating on high quality CPD for all levels of
membership, consistent with offering from other branches.
CIPD BRANCH BUSINESS PLAN – July 2015 – June 2016
SECTIONS
1. INFORMATION: ABOUT THE BRANCH
2. IMPACT: WHAT YOU PLAN TO DO AND HOW YOU PLAN TO DO IT
3. INVESTMENT: WHAT RESOURCES YOU NEED
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CIPD BRANCH BUSINESS PLAN – July 2015 – June 2016
SECTION 1: INFORMATION: About the branch
This section should give a broad outline of your branch; what are its key features, structures,
people, practices and partnerships etc
1.1
Location and geography
The branch covers c 2400 members across a region spanning the Severn Bridge in the East, to
Bridgend in the West and extending North to the southern areas of Powys. The branch is the largest
located entirely in Wales and, pending decisions around a Wales region, has been the "go-to" branch
for the Welsh Government and other devolved and non-devolved public sector bodies in Wales.
The public sector is a major employer in Wales, which along with thousands of SMEs forms the
backbone of the Welsh economy. Much of employment law remains non-devolved whereas health,
education, economy, local government, transport, housing, culture, leisure and sport are devolved
to the National Assembly for Wales.
Commission on Devolution in Wales has recently recommended that the existing conferred powers
model should be replaced by a reserved powers model. This will devolve more powers to the
National Assembly in areas including: natural resources, policing and justice.
There are 22 local authorities in Wales for a population of around 3 million. However, there are
current proposals to reduce the number of councils from 22 to 8. Labour currently enjoys a slender
majority within Welsh Government. The next elections are in 2016.
Wales is a bi-lingual country. The Welsh Language (Wales) Measure 2011, which received royal
assent on 9 February 2011, establishes the principle that the Welsh language should be treated no
less favourably than the English language and a framework to impose a duty on public sector
organisations, some private companies, and third sector organisations to comply with the Measure.
GDP is lower than the UK as a whole and Wales receives European Social Funding to assist in
boosting the economy, growth and employment. SE Wales receives a proportion of this ESF funding.
1.2
What Groups and Networks are connected/operate under the Branch?
Geographical groups
N/A
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Special Interest Groups
(including self-managed
groups)
N/A
Other
(eg networks, subcommittees)
N/A
CIPD BRANCH BUSINESS PLAN – July 2015 – June 2016
Membership profile (if known – this will be updated by the BDT if unknown)
1.3
Membership grade
Chartered Companion
Chartered Fellow
Chartered Member
Associate
Affiliate
Student
Academic Fellow
Academic Member
Academic Associate
Total Branch Membership
Total
2
343
701
1050
64
378
8
9
6
2561
The branch runs regular upgrading workshops and also replies to regular queries from all levels of
membership. We also take every opportunity to encourage individuals to review their current
position to ensure that they are at the appropriate level within the professional structure.
1.4
Branch and group committees – please complete Appendix One
1.5
How does the branch operate?
Committee management:
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Annual meeting held - 21 May 2015
Planning meeting held following election of new committee – 23 May 2015
Meetings following each event
Special committee meetings – full meetings called as and when necessary
Regular communication with membership via:
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1 x hard copy mailings per year – August (to tie in with programme distribution)
2 x branch e-newsletter
Regular emails (fortnightly during programme “season”)
Social media - Linked In, Twitter, Facebook
Current stats:
Twitter-605
Facebook-195
LinkedIn-775
Newsletter open- av. 21%
Email open- av. 24%
CIPD BRANCH BUSINESS PLAN – July 2015 – June 2016
1.6
Additional information that you would wish to share?
The branch has actively participated in the Lead On Conference which takes place in Cardiff each
year, in partnership with CMI, CIM, ACCA, ILM.
The branch is represented by Lesley Richards (outgoing Branch Chair) on the Professions Group
Wales (re-launched in November 2014)
The branch is represented by Lesley Richards (outgoing Branch Chair) on the Welsh Government’s
Strategic Forum for Career Development.
The branch is represented by Nerissa Williams (Branch Chair) on the advisory board for the Cardiff
University / Cardiff and Vale Local Health Board International MSc in Occupational Health and
Hygiene.
The branch is represented by Kath Collis on the Going Home Project Team set up to support the
rehabilitation of female ex-offenders.
NB: Much of this activity has been taking place pending a decision on the Wales region and the
appointment of a Head of Wales, and with effect from 1 June 2015 has been moved out of the
branch remit.
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CIPD BRANCH BUSINESS PLAN – July 2015 – June 2016
SECTION 2: IMPACT: What you plan to do and how you plan to do it
For each objective, please outline the key approaches and activities you wish to plan into
this year
2.1
Aims and objectives for the coming year:
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2.2
This year to fall in line with the Welsh scoping exercise the branch will be focusing
90% of its activity on the delivery of high quality CPD for the membership.
To increase participation through social media.
Objective, actions and measures:
Much of the work that the branch has been undertaking will be absorbed into the
regional function for the first year. Whilst the branch will be keeping a close working
link with this continuing work, the regional priorities will steer the activities such as
Steps Ahead, stakeholder engagement and the overall student development
programme.
Branch objectives
2.2.1
Objective: Membership – to support members with their career plans and aspirations, including
enabling members to transition into the most appropriate grade of professional membership.
Key actions
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To provide advice to members on all aspects of
membership, upgrading and CPD through
responding to ad hoc queries, and delivering an
annual workshop.
To offer a regular opportunity for members to
get advice through availability of membership
advisors at each event.
Key measures
 Delivery of upgrading workshop as part of the
branch programme of events.
 Number of successful upgrading applications
within the branch membership.
2.2.2
Objective: Champion the role of the HR and L&D profession in reducing youth unemployment by
supporting of the CIPD's Learning to Work programme
The Steps Ahead Mentoring programme will be officially re-launched in Wales in June and the branch will be
promoting this project to our members following the launch.
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CIPD BRANCH BUSINESS PLAN – July 2015 – June 2016
2.2.3
Objective: Committee management and transparency.
Key actions
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To prepare an annual business plan and budget,
and to review these at each committee meeting.
To hold at least three committee meetings
during the year – in line with guidelines from the
Institute – dates to be confirmed in advance to
maximise attendance, and minutes to be
distributed within one week to enable actions to
be progressed/completed.
To ensure that all committee members develop
working relationships with the HQ team (as
appropriate according to responsibilities of role).
To ensure ongoing development of committee
members to encourage succession planning –
potential future roles identified for existing
committee members; potential new committee
members identified from within the branch
membership.
Key measures
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Business plan and budget submitted and
approved.
Committee meetings held, minuted, and actions
completed.
Committee members to attend training days
and/or webinars as appropriate to role (nb –
recognising that committee members undertake
this role on a voluntary basis and that there
may, exceptionally, be good reason why they
cannot attend).
2.2.4
Objective: Communication – to ensure that we communicate effectively with all sectors of our
membership on a timely and efficient basis.
Key actions
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To finalise our communications strategy,
addressing (a) channels are available to us
(website, e-newsletter, social media, face-toface) (b) information we need to share with
branch members (c) the most effective way to
communicate with each sector of our diverse
membership.
To produce, and adhere to, a communications
plan addressing what information will be
disseminated, when, to whom, and how.
To manage production of four e-newsletters
during the year, ensuring that these are
focussed, relevant, and of interest to all sectors
of our membership.
To ensure that our presence/profile on social
media channels is relevant and up-to-date.
To ensure that branch members are aware of
ways in which to engage with the committee.
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Key measures
 Appropriate coverage in the local press
 Current open rate of e-newsletter to be increased
by 10%.
 Current number of Twitter followers to be
increased by 30%.
 Current number of LinkedIn members to be
increased by 30%.
 Current number of Facebook followers to be
increased by 30%.
CIPD BRANCH BUSINESS PLAN – July 2015 – June 2016
2.2.5
Objective: Programme of events – covering generalist and specialist topics relevant to all sectors
of our membership.
Key actions
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To plan and deliver a programme of events
comprising one mainstream event per month
during the period September 2015 to May 2016
(excluding December 2015) plus two targeted
student events and an upgrading event.
An offering of side events to complement the
main events programme for skills development.
To encourage members to book and cancel
online in order to minimise excess catering costs
using Eventbrite and a local charging policy of
£10 per non show.
To secure support from local third parties in
order to be able to continue to offer events to
members at no cost.
To provide attendance certificates for delegates.
To provide name labels for delegates to facilitate
networking.
Key measures
 Sustained/increased numbers of members
attending each event.
 Increase in number of members attending for the
first time.
 Increase in number of student members
attending events.
 Increase in number of senior practitioners (FCIPD)
attending events.
 Decrease in number of “no-shows”.
 Sustained cost per delegate.
 Programme delivered within budget.
 Member feedback – evaluation minimum 4 out of
5.
2.3
Branch programme – please complete Appendix Two so that we are able to see
an outline of your Branch/Group activities
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CIPD BRANCH BUSINESS PLAN – July 2015 – June 2016
SECTION 3: INVESTMENT: What resources you need
3.1
Please list the headline messages from the budget as detailed below:


3.2
At time of submitting budget, efforts continuing to secure additional support to bridge the
shortfall
“Operating costs” are in line with previous years (like for like for branch delivery, having
taken out "additionality" which will sit under regional remit)
Budget
[This section should give details of the income and expenditure you expect and the
investment required from Wimbledon to support your local activities. A summary of
this budget will add to your operating plan]
Income
Advertising
Event income
Sponsorship
Other income
Total income
Expenditure
Speakers
Speaker expenses
Venue hire
Catering
Equipment hire
Prizes
Operating costs
Promotion
Administration
Telephone
Postage
Printing
Stationery
Travel – Air
Travel – Train, Tube, Bus
Taxis
Mileage
Hotels
Meals and Subsistence
Total expenditure
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£
0.00
5400.00
5150.00
14000.00
24550.00
1900.00
750.00
4400.00
12802.00
0.00
410.00
170.00
1200.00
0.00
0.00
200.00
1960.00
250.00
0.00
0.00
0.00
500.00
0.00
0.00
24542.00
CIPD BRANCH BUSINESS PLAN – July 2015 – June 2016
Appendix One - Branch and Group Committees
Who’s who? – Please list all committee members, positions held and current tenure
Please ensure that you list every committee member to ensure that they receive important
mailings and have full access to the branch extranet and FTP (dropbox) folders. Please feel
free to add/remove additional rows/tables as required to ensure we get a full listing.
Branch Committee
Role
1. Chair
Name &
Membership Number
Nerissa Williams FCIPD10508923
Tenure
< 3 years
Jo Lake
Araf Haq
<3 years
<3 years
Araf Haq
< 3 years
Jo Lake
Kate Ablett
< 3 years
(In current position)
(CCIPD/FCIPD/MCIP
D)
2. Co-Vice- Chairs
(CCIPD/FCIPD/MCIP
D)
3. Treasurer
(CCIPD/FCIPD/MCIP
D)
4. Co-Secretaries
(CCIPD/FCIPD/MCIP
D)
5. Council
Representative (if not
Lesley Richards
Harry Barton
Chair
CCIPD/FCIPD/MCIPD)
6. Web Editor
1. Committee
member
2. Committee
member
3. Committee
member
4. Committee
member
5. Committee
member
6. Committee
member
7. Committee
member
8. Committee
member
9. Committee
member
Co-opted
Cartin Parry-Jones
Jeremy Ashdown
1. Membership
support
Gill Parker
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Gareth Way
Sara Maunder
Jane Breeze
Cheryl Bridgman
Bina Taylor
Tony Lewis
Sharon Wallace
Tracy Kearns
CIPD BRANCH BUSINESS PLAN – July 2015 – June 2016
2. Membership
support
3. General support
Page 13
Kath Collis
Wayne Vincent
Appendix Two – Branch and Group Programme
Please outline all activities for the year
DATE/MONTH
TITLE
Profession MAP area
TIME
VENUE
EVENT SPEAKER
17.09.15
Future Focus of HR
Employee Engagement/
Resourcing Talent
6.30
Village
Hotel
Lisa Gill
07.10.15
Project development through
story boarding
L&D
6.30
Village
Hotel
Winding Snake
productions
05.10.15
Create your own luck
CPD – Students
6.30
Cardiff Met
Andy Pope
25.11.15
Social Media and HR
Employee Engagement/
Resourcing Talent
6.30
Village
Hotel
Perry Timms
07.01.16
Communicate to influence
Performance and
Reward
6.30
Village
Hotel
Andy Pope
27.01.16
Selling yourself professionally:
essential student skills
CPD – Students
6.30
Cardiff Met
Anna Denton-Jones
10.02.16
Neuroscience : the HR
proposition
Insights, Strategy and
Solutions
6.30
Village
Hotel
Clive Hyland
WK com 24.02.16
HR professions map
/Upgrading workshop
CPD Upgrading
Workshop
6.30
Village
Hotel
Branch committee
09.03.16
L&D / Legal
Employee Relations
6.30
Village
Hotel
Chris Sweetman
WK com 11.04.16
Team working through
inclusive sport
L&D
6.30
TBC
Disability Tennis UK
20.04.16
An evening with Frank
Douglas
Insights, Strategy and
Solutions
6.30
Village
Hotel
Frank Douglas CIPD
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COST