What will the review board meeting be like?

The review board meeting is a virtual meeting using GoToMeeting. We recommend you acquaint yourself with GoToMeeting before the review data. New to GoToMeeting? You can get the app now and be ready
when the review board meeting starts: GoToMeeting We will get together for 2 hours. After introductions, you will have

  • around 45 minutes for your presentation of single solution certifications or 90 minutes for multi-solution program or training provider certifications,
  • then we allocate around 15-30 minutes to Q&A. Directors will use this time to ask whatever detail or clarification questions they have.

After the Q&A we say goodbye to you and internally discuss process questions the directors might have. We will NOT discuss the case or come to a common vote to ensure independent, unbiased, and diverse voting and comments from the directors.

Who will be on our review board?

A minimum of three Customer Institute directors will be present to review and score your solution. We intentionally do not communicate the names of the participating directors in advance and do not offer the option to
hand-pick your review board from the list of available directors.
However, during the application process you have the option to EXCLUDE directors from your project should they work too closely to your market or target group or in case you have concerns about any individual director being on your review board.

What kind of presentation do you expect from us?

Our directors will have to score your presented solution as per our published criteria. You can make the directors’ review job easier, if you try to address how you are meeting those criteria during your presentation.
Other than that, it is your choice how to structure your presentation and which material to show.

If you are – for example – presenting a training program for certification, then we would like to understand the underlying structure, the delivery process, and look at the presentation material from a bird view (e.g., in PowerPoint’s thumbnail view) and then dive into selected detail to get a feeling for the quality of the detailed execution. We do not need to review each individual slide of a presentation.

Can we bring more than one colleague to the review board meeting?

Yes, you are not limited in the number of colleagues you bring to the review board meeting. However, we recommend to only bring contributors and not observers to the meeting to keep the atmosphere interactive