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Investors in People International

Telephone: +44(0)191 562 3108

The assessment process

The following notes are to provide you with some guidance about the Investors in People assessment process.



Early contact to plan assessment

If this is your first assessment we will contact you upon receipt of your application to clarify your requirements. Your adviser will be able to help you with the application, ensuring that it reflects your business priorities.

For existing recognised Investors In People we will contact you six months prior to your assessment to start the planning process. At this stage you will be asked to complete a Review Application.

Once dates have been agreed we will allocate you a registered assessor to undertake your assessment. If you have been assessed before we will try to allocate the same assessor again, to ensure continuity. We will confirm this in writing once the arrangements have been made.

As part of the application process, you will be asked to identify your current business priorities; this information will help the assessor to tailor the asessment to your individual requirements.  You will also be asked to identify whether you wish to be assessed against any additional evidence rquirements from the "Your Choice" sections of the framework.  If you are working with an adviser, it may be beneficial to involve them in supporting you with the application process.

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The Assessment Plan

The assessor will discuss your business priorities with you so that the asessment and subsequent feedback will be useful to you in terms of driving your organisation forward.

You will need to consider the following:-

  • Your organisation's purpose and vision
  • Your organisation's objectives for the coming year and key measures of success
  • The barriers or challenges your organisation is facing in achieving these objectives

The assessor will prepare an assessment plan for you which will outline the arrangements and the dates on which they will visit you.  The assessor will want to interview a cross-section of people from your organisation and will provide you with the names of the invdividuals selected in the assessment plan.

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Assessment and recognition

All assessments are outcome-based so there is no need to create a portfolio of evidence. The assessor will gather evidence through interviews, observations and, where agreed in advance, survey results. They may however ask to see certain key documents either in advance or during the assessment.

Once recognised, large organisations can also train their staff to participate in gathering evidence adding an invaluable resource for ongoing development.

Once the assessor has collated enough evidence to support a recommendation they will inform the senior management of their findings and write a report to help you develop your organisation further - focusing upon the objectives you outlined in the planning meeting.

Investors in People is awarded to organisations who demonstrate they meet the evidence requirements  of The Standard. You can also achieve Investors in People Gold, Silver or Bronze by meeting additional evidence requirements from the extended framework.

Bronze

To achieve Investors in People Bronze recognition you need to meet 26 evidence requirements beyond The Standard

Silver

To achieve Investors in People Silver recognition you need to meet 76 evidence requirements beyond The Standard

Gold

To achieve Investors in People Gold recognition you need to meet 126 evidence requirements beyond The Standard

Once recognised you will receive a plaque and certificate as a recognition of your achievement. We can also send you the logo for your website and stationery. There are terms and conditions which recognised organisations should accept.  Full details of these terms and conditions are outlined in the Recognition Obligations.

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Improvement Plan

At the end of the assessor's visit, you will be presented with the key findings verbally at the feedback meeting.  This will be followed up by a written report which will incorporate your Continuous Improvement Plan to help you to implement changes in line with your future goals and priorities.  If you are working with an adviser, it will be beneficial to involve them in supporting you with your on-going development and improvement.

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Annual continuous improvement support

Annual review is an option many Investors in People organisations choose to gain expert feedback yearly to support their business planning. Organisations that opt for a three yearly review will be contacted by Investors in People International at yearly intervals to support them with their progress. The scope will be agreed with your assessor in line with your requirements.

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