Committee Work Plans
▶
👥
ADVOC
14 Initiatives
▶
OBJECTIVE
Comprehensive Lobbying & Advocacy on all Government level & Regulator > Establish/maintan competitive advantage: CAPIC only RCIC representation Government speaker only at CAPIC events CAPIC only RCIC rep at CICIP CAPIC only RCIC rep at CICC CICC recommendation CAPIC membership
13 Initiatives
▶
INITIATIVE
Develop and follow annual Lobby Plan for regular meetings on Federal & provincial level & key MP’s of ALL parties, and regulator
DEADLINE
Q1 (1)
Q2
Q3
Q4
TARGET:
January 01st 2026
MEASUREMENT:
complete by CEO approved lobby plan
DATA SOURCE:
lobby plan
Q1
▶
ACTIVITY
Develop and maintain a 12-month lobbying plan including target stakeholders, priorities, and meeting schedule.
• Track meetings held, issues raised, and follow-up actions in a centralized log.
DELEGATION
eg committee member X
TASK ASSIGNED
-
TARGET DATE
October 30th 2026 ongoing
STAFF
-
No sub-activities yet.
▶
INITIATIVE
Have annual meetings with important NGO's about profession
DEADLINE
Q1 (1)
Q2
Q3
Q4
TARGET:
100%
MEASUREMENT:
report on identification NGO's; meetings with reports
DATA SOURCE:
meeting plan; reports
Q1
▶
ACTIVITY
Identify priority NGOs and hold annual meetings focused on professional standards and sector issues.
• Document key discussion points and agreed follow-up actions.
DELEGATION
-
TASK ASSIGNED
-
TARGET DATE
ongoing
STAFF
-
No sub-activities yet.
▶
INITIATIVE
Have regular meetings with Federal parties leadership
DEADLINE
Q1 (1)
Q2
Q3
Q4
TARGET:
100%
MEASUREMENT:
annual & bi-annual meetings with each party leadership: Liberal, Conservatives, NDP, Green, Block Quebecois,
DATA SOURCE:
meeting schedules & reports
Q1
▶
ACTIVITY
Schedule and conduct non-partisan meetings with Federal party leadership or senior policy advisors.
• Prepare and retain concise briefing notes and meeting summaries.
DELEGATION
-
TASK ASSIGNED
-
TARGET DATE
ongoing
STAFF
-
No sub-activities yet.
▶
INITIATIVE
Promote in lobby meetings with local IRCC/CBSA centers & provincial Governments to adapt the CAPIC-only speaker policy used by IRCC NHQ
DEADLINE
Q1 (2)
Q2
Q3
Q4
TARGET:
100% ongoing
MEASUREMENT:
spot checks on reports
DATA SOURCE:
reports
Q1
▶
ACTIVITY
Present the IRCC NHQ CAPIC-only RCIC representation model as a best practice in relevant government meetings.
• Track acceptance or non-acceptance by jurisdiction.
DELEGATION
-
TASK ASSIGNED
-
TARGET DATE
ongoing
STAFF
Dory Jade
No sub-activities yet.
▶
ACTIVITY
Prepare a short briefing note explaining the IRCC NHQ CAPIC-only speaker policy and its rationale & share with CEO for approval.
• Promote the policy in meetings with regional IRCC/CBSA offices and provincial officials and record outcomes.
DELEGATION
-
TASK ASSIGNED
-
TARGET DATE
ongoing
STAFF
Dory Jade
No sub-activities yet.
▶
INITIATIVE
Regular Meetings with CICC bringing forward membership & associated groups issues
DEADLINE
Q1 (1)
Q2
Q3
Q4
TARGET:
100%
MEASUREMENT:
scheduled meetings & reports
DATA SOURCE:
meeting plan & reports
Q1
▶
ACTIVITY
Consolidate member and stakeholder issues into structured briefing notes.
• Hold regular meetings with CICC and document responses and commitments.
DELEGATION
-
TASK ASSIGNED
-
TARGET DATE
ongoing
STAFF
-
No sub-activities yet.
▶
INITIATIVE
Use CAPIC White Paper in high-profile meetings!
DEADLINE
Q1 (1)
Q2
Q3
Q4
TARGET:
100%
MEASUREMENT:
spot checks on reports high profile meetings
DATA SOURCE:
lobby plan; reports
Q1
▶
ACTIVITY
Reference and table the UPDATED CAPIC White Paper in high-level meetings as CAPIC’s official policy position.
DELEGATION
-
TASK ASSIGNED
-
TARGET DATE
ongoing
STAFF
-
No sub-activities yet.
▶
INITIATIVE
maintain lobby information database and collect/entry/update lobbying contacts
DEADLINE
Q1
Q2
Q3
Q4
TARGET:
100% ongoing
MEASUREMENT:
spot checks on completion; spot cheks on lobby database
DATA SOURCE:
lobby reports incl contacts; lobby database
No activities for this initiative. Click a quarter badge or the + button to add activities.
▶
INITIATIVE
prepare most professional CAPIC positions on legislations, policies
DEADLINE
Q1 (1)
Q2
Q3
Q4
TARGET:
100% ongoing
MEASUREMENT:
thorough check on papers before approval
DATA SOURCE:
prepared drafts
Q1
▶
ACTIVITY
Draft and internally review written CAPIC submissions on legislation and policy matters.
• Submit finalized positions and retain records for future reference.
DELEGATION
-
TASK ASSIGNED
-
TARGET DATE
ongoing
STAFF
-
No sub-activities yet.
▶
INITIATIVE
send only highly qualified team to CICIP meetings with professional presentations
DEADLINE
Q1 (1)
Q2
Q3
Q4
TARGET:
100%
MEASUREMENT:
spot checks on CAPIC participants & meeting requirements
DATA SOURCE:
meeting reports
Q1
▶
ACTIVITY
Maintain an approved list of CAPIC representatives eligible to attend CICIP meetings according CAPIC standards (conatct CEO)
• Prepare professional presentations and capture meeting outcomes.
DELEGATION
-
TASK ASSIGNED
-
TARGET DATE
ongoing
STAFF
-
No sub-activities yet.
▶
INITIATIVE
send only highly qualified team to Federal & provincial Government meetings
DEADLINE
Q1 (1)
Q2
Q3
Q4
TARGET:
100%
MEASUREMENT:
spot checks on CAPIC participants & meeting requirements
DATA SOURCE:
meeting reports
Q1
▶
ACTIVITY
Approve meeting participants in advance and provide issue-specific briefing materials.
• Document meetings and required follow-up actions.
DELEGATION
-
TASK ASSIGNED
-
TARGET DATE
ongoing
STAFF
-
No sub-activities yet.
▶
INITIATIVE
send regular e-mailings, eg positions/info on immigration related community issues to MP's
DEADLINE
Q1 (1)
Q2
Q3
Q4
TARGET:
100% ongoing
MEASUREMENT:
spot checks on reports & final documents
DATA SOURCE:
reports
Q1
▶
ACTIVITY
Prepare concise written brief drafts for communication on current immigration and community issues using approved CAPIC positions.
• Maintain MP mailing lists and send updates on a regular schedule, tracking responses where received.
DELEGATION
-
TASK ASSIGNED
-
TARGET DATE
ongoing
STAFF
-
No sub-activities yet.
▶
SUPPORTING INITIATIVE
Promote in lobby meetings with local IRCC/CBSA centers & provincial Governments to adapt the CAPIC-only RCIC representation used by IRCC NHQ
Supporting
DEADLINE
Q1
Q2
Q3
Q4
TARGET:
100% ongoing
MEASUREMENT:
spot checks on lobby reports
DATA SOURCE:
lobby reports
No activities for this initiative. Click a quarter badge or the + button to add activities.
▶
SUPPORTING INITIATIVE
Use Federal speaker commitment to get CAPIC-only speaker commitment on EACH province level
Supporting
DEADLINE
Q1
Q2
Q3
Q4
TARGET:
2026-12-01 00:00:00
MEASUREMENT:
spot checks meeting reports provinces
DATA SOURCE:
meeting reports provinces
No activities for this initiative. Click a quarter badge or the + button to add activities.
▶
OBJECTIVE
Comprehensive Support of Regulation
1 Initiatives
▶
INITIATIVE
Participation on joint projects with regulator for defending College Act & ensuring regulator is effective with consumer protection
DEADLINE
Q1 (1)
Q2
Q3
Q4
TARGET:
100%
MEASUREMENT:
joint projects at times of challenges
DATA SOURCE:
project reports
Q1
▶
ACTIVITY
Assign a CAPIC project lead responsible for preparing briefing materials, positions, and inputs for each joint project.
• Develop written CAPIC contributions (background notes, issue analyses, draft recommendations) in advance of regulator working sessions.
• Track deliverables and outcomes from joint projects, including CAPIC inputs accepted, rejected, or deferred.
DELEGATION
-
TASK ASSIGNED
-
TARGET DATE
ongoing
STAFF
-
No sub-activities yet.
▶
👥
AFC
9 Initiatives
▶
OBJECTIVE
Implement CAPIC Balance Score Card
2 Initiatives
▶
INITIATIVE
Mandatory annual BSC training for each staff & comm
DEADLINE
Q1 (1)
Q2
Q3
Q4
TARGET:
July 2026
MEASUREMENT:
implementation
DATA SOURCE:
invitation participation
Q1
▶
ACTIVITY
Arrange an annual Balanced Scorecard review session for staff and committees facilitated by an independent external expert.
• Prepare and circulate BSC materials (objectives, KPIs, results) in advance and document outcomes.
DELEGATION
eg committee member x
TASK ASSIGNED
-
TARGET DATE
within 4 weeks after election
STAFF
-
No sub-activities yet.
▶
INITIATIVE
With being an oversight BOD its committees are supporting the staff members, who will have the responsibility of reaching the targets
DEADLINE
Q1
Q2
Q3
Q4
TARGET:
100% ongoing
MEASUREMENT:
committee chairs are in contact with staff for support
DATA SOURCE:
staff/committee reports
No activities for this initiative. Click a quarter badge or the + button to add activities.
▶
OBJECTIVE
Sufficient Financial Equity
6 Initiatives
▶
INITIATIVE
ANY CAPIC expense should be based on obtaining high quality at lowest possible costs
DEADLINE
Q1 (2)
Q2
Q3
Q4
TARGET:
100% ongoing
MEASUREMENT:
cost/quality comparison 3 different suppliers
DATA SOURCE:
internet etc
Q1
▶
ACTIVITY
Apply a cost-comparison check (at least two options) for material expenses
DELEGATION
-
TASK ASSIGNED
-
TARGET DATE
-
STAFF
Patrick Alvarez
No sub-activities yet.
▶
ACTIVITY
Review recurring expenses annually to confirm value, quality, and necessity.
DELEGATION
-
TASK ASSIGNED
-
TARGET DATE
-
STAFF
Shelly Xu
No sub-activities yet.
▶
INITIATIVE
CAPIC must meet its financial obligations for the short & long term
DEADLINE
Q1 (1)
Q2
Q3
Q4
TARGET:
100% ongoing
MEASUREMENT:
Cash Runway (Months of Cash): Cash ÷ Monthly net expenses (burn)
Executive interpretation:
<3 months → urgent risk
3–6 months → caution
6–9 months → stable
9–12+ months → strong
AND
Debt Service Coverage Ratio (DSCR): Operating income ÷ annual debt payments
Executive interpretation
<1.0 → unsustainable
1.0–1.25 → fragile
1.25 → healthy
2.0 → very strong
DATA SOURCE:
From Balance Sheet: Cash in bank accounts Cash equivalents (savings, short-term deposits) PLUS From Monthly P&L + budget: Monthly operating expenses Monthly operating surplus/deficit
Q1
▶
ACTIVITY
Prepare and maintain rolling 12-month cash-flow forecasts updated quarterly.
• Monitor actual cash position against forecast and flag risks early to the Board.
DELEGATION
-
TASK ASSIGNED
-
TARGET DATE
-
STAFF
Dory Jade
No sub-activities yet.
▶
INITIATIVE
Ethical ongoing bookkeeping and accounting according GAAP (General Accepted Accounting Principles) for non-profit & Year-End accounting
DEADLINE
Q1 (1)
Q2
Q3
Q4
TARGET:
100% ongoing
MEASUREMENT:
auditor confirmation
DATA SOURCE:
annual audit
Q1
▶
ACTIVITY
Maintain accurate bookkeeping records in compliance with GAAP for non-profits.
• Prepare year-end financial statements and support materials for external review or audit.
DELEGATION
-
TASK ASSIGNED
-
TARGET DATE
-
STAFF
-
No sub-activities yet.
▶
INITIATIVE
Increase the number of sponsors by promoting MID & running banner ads in online seminars & IMMeAffliliate, which offers tailored marketing to CAPIC members & 3rd parties
DEADLINE
Q1 (1)
Q2
Q3
Q4
TARGET:
implementation of banner ads
MEASUREMENT:
online events showing banner; test acceptance/nuisance factor
DATA SOURCE:
online seminars
Q1
▶
ACTIVITY
Define sponsorship offerings (MID placements, webinar banner ads, IMMeAffiliate options) with pricing.
• Actively promote sponsorship opportunities to existing and prospective sponsors.
• Track sponsor uptake, revenue generated, and renewal rates.
DELEGATION
-
TASK ASSIGNED
-
TARGET DATE
-
STAFF
-
No sub-activities yet.
▶
INITIATIVE
Preparation of quarterly KPI reports
DEADLINE
Q1 (1)
Q2
Q3
Q4
TARGET:
4 times a year
MEASUREMENT:
prepared list with values & short interpretation
DATA SOURCE:
CAPIC kpi set
Q1
▶
ACTIVITY
Compile financial data and calculate KPIs at the end of each quarter.
• Produce a quarterly KPI report comparing actuals to budget and prior periods.
DELEGATION
-
TASK ASSIGNED
-
TARGET DATE
-
STAFF
-
No sub-activities yet.
▶
INITIATIVE
Selection of CAPIC key financial performance indicators set
DEADLINE
Q1 (1)
Q2
Q3
Q4
TARGET:
01st Janaury 2026
MEASUREMENT:
active KPI set
DATA SOURCE:
finance & accounting expertise
Q1
▶
ACTIVITY
Define a standard set of financial KPIs (e.g. cash reserves, operating margin, cost per member, event contribution margin).
• Obtain Board approval of the KPI set and definitions.
DELEGATION
-
TASK ASSIGNED
-
TARGET DATE
-
STAFF
-
No sub-activities yet.
▶
OBJECTIVE
Increasing membership by direct Efforts > CAPIC membership groups: I: New, 0 to 5 years (includes students) II: Standard, 6 to 10 years III: Seasoned, >=11 years RCIC students: ~annual 400 to 500 Queens ~120 in Quebec = total students ~500 to 600
Supporting
1 Initiatives
▶
SUPPORTING INITIATIVE
Membership fee should consider the competitive advantages and not be discounted lower than competition and significant drive-discounts should be short term time restricted
Supporting
DEADLINE
Q1
Q2
Q3
Q4
TARGET:
100 %
MEASUREMENT:
membership drives, current price structure
DATA SOURCE:
from the CAPIC Connect Power BI
No activities for this initiative. Click a quarter badge or the + button to add activities.
▶
👥
ETC
7 Initiatives
▶
OBJECTIVE
Premier Virtual & in-person Professional Development IMMeEducation Service > Establish/maintain competitive advantage: Government speaker only at CAPIC events
7 Initiatives
▶
INITIATIVE
Any other seminar development than Government, Summit, Practice Management, NCIC should use only ~20% of resources
DEADLINE
Q1 (1)
Q2
Q3
Q4
TARGET:
100%
MEASUREMENT:
time allocation education manager
DATA SOURCE:
reports education manager
Q1
▶
ACTIVITY
Classify all proposed seminars as core (Government, Summit, Practice Management, NCIC) or non-core.
• Monitor staff time and budget allocation to ensure non-core activities remain within the ~20% threshold.
DELEGATION
-
TASK ASSIGNED
-
TARGET DATE
ongoing
STAFF
Monica O'Brien
No sub-activities yet.
▶
INITIATIVE
Develop Summit series for Membership group 'Seasoned': high profile industry subject matter experts covering specialised topics
DEADLINE
Q1 (1)
Q2
Q3
Q4
TARGET:
100%
MEASUREMENT:
inclusion in approved education plan
DATA SOURCE:
education plan
Q1
▶
ACTIVITY
follow identified specialised, high-value topics relevant to seasoned practitioners from Education Plan.
• Support to recruit high-profile industry subject-matter experts and deliver targeted Summit events.
DELEGATION
-
TASK ASSIGNED
-
TARGET DATE
ongoing
STAFF
-
No sub-activities yet.
▶
INITIATIVE
Develop and follow annual Education Plan aligned with strategic objective
DEADLINE
Q1 (1)
Q2
Q3
Q4
TARGET:
Janaury 01st 2026
MEASUREMENT:
education plan approved by CEO and BOD
DATA SOURCE:
education plan
Q1
▶
ACTIVITY
Support to prepare a consolidated annual Education Plan mapping product lines, target audiences, pricing strategy, and resource allocation.
• Review progress against the plan at least quarterly and adjust offerings or timing as required.
DELEGATION
eg committee member x
TASK ASSIGNED
-
TARGET DATE
December 01st 26 April 05th/July 05th/05th Oct/05th Jan27
STAFF
Monica O'Brien
No sub-activities yet.
▶
INITIATIVE
Targeting all membership groups: Main product line will be CPD events with Government speakers on each Government level with a higher charge than competition (ideally >=25% more)
DEADLINE
Q1 (1)
Q2
Q3
Q4
TARGET:
100%
MEASUREMENT:
included in approved education plan
DATA SOURCE:
education plan
Q1
▶
ACTIVITY
Identify and support securing Government speakers at municipal, provincial, and federal levels for CPD events.
• support to set event pricing at a premium level relative to competitors and monitor market acceptance.
DELEGATION
-
TASK ASSIGNED
-
TARGET DATE
ongoing
STAFF
-
No sub-activities yet.
▶
INITIATIVE
Targeting all membership groups:2-day in person NCIC event with high profile Government speakers & LEADING subject matter experts
DEADLINE
Q1 (1)
Q2
Q3
Q4
TARGET:
100%
MEASUREMENT:
topics and speaker selection
DATA SOURCE:
NCIC agenda
Q1
▶
ACTIVITY
Secure high-profile Government speakers and leading subject-matter experts.
• Plan and deliver the annual 2-day in-person NCIC event, including agenda, logistics, and pricing.
DELEGATION
-
TASK ASSIGNED
-
TARGET DATE
ongoing
STAFF
-
No sub-activities yet.
▶
INITIATIVE
Targeting membership group 'New' and 'Standard'
DEADLINE
Q1 (1)
Q2
Q3
Q4
TARGET:
100%
MEASUREMENT:
included in approved education plan visible by selection of topics
DATA SOURCE:
education plan
Q1
▶
ACTIVITY
follow core business topics to be covered across the Practice Management series as indicated in Education Plan.
• Engage and contract qualified external subject-matter experts (e.g. accounting, business law).
• Deliver the series in a structured format and collect participant feedback.
DELEGATION
-
TASK ASSIGNED
-
TARGET DATE
ongoing
STAFF
-
No sub-activities yet.
▶
INITIATIVE
quality assurance check Education with benchmark report
DEADLINE
Q1 (1)
Q2
Q3
Q4
TARGET:
twice a year
MEASUREMENT:
benchmark report results
DATA SOURCE:
benchmark reports
Q1
▶
ACTIVITY
Conduct periodic quality reviews of education programs against defined benchmarks (content depth, speaker quality, value).
• Produce a benchmark report with findings and improvement recommendations.
DELEGATION
-
TASK ASSIGNED
-
TARGET DATE
01st July 31st December
STAFF
-
No sub-activities yet.
▶
👥
GNC
3 Initiatives
▶
OBJECTIVE
Implement CAPIC Balance Score Card
3 Initiatives
▶
INITIATIVE
Annual BSC Review with objectives & targets adjustment, if applicable
DEADLINE
Q1 (1)
Q2
Q3
Q4
TARGET:
2026-10-01
MEASUREMENT:
2 day workshop
DATA SOURCE:
invitation participation
Q1
▶
ACTIVITY
Coordinate an externally moderated BSC review session to assess objectives, measures, and targets.
• Document approved adjustments and integrate them into the next planning cycle.
DELEGATION
-
TASK ASSIGNED
-
TARGET DATE
30th October
STAFF
-
No sub-activities yet.
▶
INITIATIVE
Mandatory annual delegation training/review for each manager & comm chair
DEADLINE
Q1 (1)
Q2
Q3
Q4
TARGET:
July 2026
MEASUREMENT:
implementation
DATA SOURCE:
invitation
Q1
▶
ACTIVITY
Organize an annual delegation and authority review session led by an external governance expert.
• Update and document delegation rules, roles, and limits based on session outcomes.
DELEGATION
-
TASK ASSIGNED
-
TARGET DATE
within 4 weeks after election
STAFF
-
No sub-activities yet.
▶
INITIATIVE
annual training/review best principles Governance
DEADLINE
Q1 (1)
Q2
Q3
Q4
TARGET:
July 2026
MEASUREMENT:
implementation
DATA SOURCE:
invitation prticipation
Q1
▶
ACTIVITY
Arrange an annual governance review session facilitated by an independent governance specialist.
• Record recommendations and assign follow-up actions where improvements are identified.
DELEGATION
-
TASK ASSIGNED
-
TARGET DATE
within 4 weeks after election
STAFF
-
No sub-activities yet.
▶
👥
HRCC
3 Initiatives
▶
OBJECTIVE
Align Organizational Capital with Strategy
2 Initiatives
▶
INITIATIVE
Hire/Develop/Retain Effective High Performers
DEADLINE
Q1 (1)
Q2
Q3
Q4
TARGET:
100%
MEASUREMENT:
guidelines
DATA SOURCE:
sharepoint library
Q1
▶
ACTIVITY
Define clear performance expectations and competency profiles for key roles.
• Use performance reviews and development discussions to identify high performers and development needs.
• Apply targeted retention measures (development opportunities, recognition, role progression) for high performers.
DELEGATION
-
TASK ASSIGNED
-
TARGET DATE
ongoing
STAFF
-
No sub-activities yet.
▶
INITIATIVE
Identify/Utilize Membership Skills
DEADLINE
Q1 (1)
Q2
Q3
Q4
TARGET:
100%
MEASUREMENT:
spot checks
DATA SOURCE:
report
Q1
▶
ACTIVITY
Collect and maintain a structured overview of member skills, expertise, and professional backgrounds.
• Match identified member skills to CAPIC needs (committees, projects, speaking, advocacy).
DELEGATION
-
TASK ASSIGNED
-
TARGET DATE
ongoing
STAFF
-
No sub-activities yet.
▶
OBJECTIVE
Implement CAPIC Balance Score Card
1 Initiatives
▶
INITIATIVE
Development & Introduction of Performance Measurement System System (PMS) including remuneration linked to personal BSC
DEADLINE
Q1 (1)
Q2
Q3
Q4
TARGET:
2026-07-01
MEASUREMENT:
design proposal & decision process
DATA SOURCE:
proposal
Q1
▶
ACTIVITY
Design a Performance Measurement System linking individual objectives and KPIs to the organizational Balanced Scorecard.
• Define and document how variable remuneration or performance recognition is tied to achievement of personal BSC targets after date is set.
• Support implementation of the PMS and communicate performance and remuneration rules to affected roles.
DELEGATION
eg committee member(s) x/y/z
TASK ASSIGNED
-
TARGET DATE
01st July 26
STAFF
-
No sub-activities yet.
▶
👥
MSC
9 Initiatives
▶
OBJECTIVE
Align Organizational Capital with Strategy
2 Initiatives
▶
INITIATIVE
Maintenance & Advancement Membership Information Database (MID) in CAPIC Connect 2.0
DEADLINE
Q1 (1)
Q2
Q3
Q4
TARGET:
100%
MEASUREMENT:
spot checks
DATA SOURCE:
reports
Q1
▶
ACTIVITY
Maintain and update member records to ensure accuracy, completeness, and usability.
• Implement agreed enhancements to MID functionality based on operational and reporting needs.
DELEGATION
e committee member x
TASK ASSIGNED
-
TARGET DATE
ongoing
STAFF
Joy Almario
No sub-activities yet.
▶
INITIATIVE
Outstanding Membership Support & Care
DEADLINE
Q1 (1)
Q2
Q3
Q4
TARGET:
100%
MEASUREMENT:
NPS questionnaires
DATA SOURCE:
sharepoint library
Q1
▶
ACTIVITY
Handle member inquiries and issues using defined response standards and turnaround times.
• Track recurring issues and escalate systemic problems for resolution.
DELEGATION
-
TASK ASSIGNED
-
TARGET DATE
ongoing
STAFF
Joy Almario
No sub-activities yet.
▶
OBJECTIVE
Comprehensive Lobbying & Advocacy on all Government level & Regulator > Establish/maintan competitive advantage: CAPIC only RCIC representation Government speaker only at CAPIC events CAPIC only RCIC rep at CICIP CAPIC only RCIC rep at CICC CICC recommendation CAPIC membership
2 Initiatives
▶
INITIATIVE
Create closed teams/sharepoint groups of volunteers as a task force contacting on-demand specified addressants using prepared messages
DEADLINE
Q1 (1)
Q2
Q3
Q4
TARGET:
100% ongoing
MEASUREMENT:
list of groups with description of task & name of participants
DATA SOURCE:
reports with list
Q1
▶
ACTIVITY
Set up closed Teams or SharePoint groups for approved volunteer task forces.
• Provide prepared messages and instructions for on-demand outreach to specified addressees.
• Monitor task-force activity and close groups once objectives are met.
DELEGATION
-
TASK ASSIGNED
-
TARGET DATE
ongoing
STAFF
-
No sub-activities yet.
▶
INITIATIVE
Update and use pool of subject matter experts for support on key items
DEADLINE
Q1 (1)
Q2
Q3
Q4
TARGET:
100% ongoing
MEASUREMENT:
spot checks on pool & whether SME's fit the requirements
DATA SOURCE:
SME pool
Q1
▶
ACTIVITY
Maintain an up-to-date list of member SMEs by topic and expertise.
• Engage SMEs on demand to support policy, education, advocacy, or member-support needs.
DELEGATION
-
TASK ASSIGNED
-
TARGET DATE
ongoing
STAFF
-
No sub-activities yet.
▶
OBJECTIVE
IT technology aligned with Strategy
1 Initiatives
▶
INITIATIVE
Keep abreast of digital trends within your industry and how they affect CAPIC members
DEADLINE
Q1 (1)
Q2
Q3
Q4
TARGET:
1
MEASUREMENT:
industry comparison
DATA SOURCE:
reports
Q1
▶
ACTIVITY
Monitor relevant digital, technology, and platform trends impacting immigration practice.
• Summarize key trends and implications for CAPIC members and leadership.
DELEGATION
-
TASK ASSIGNED
-
TARGET DATE
ongoing
STAFF
-
No sub-activities yet.
▶
OBJECTIVE
Increasing membership by direct Efforts > CAPIC membership groups: I: New, 0 to 5 years (includes students) II: Standard, 6 to 10 years III: Seasoned, >=11 years RCIC students: ~annual 400 to 500 Queens ~120 in Quebec = total students ~500 to 600
4 Initiatives
▶
INITIATIVE
Create membership segment based content and relevant membership payment
DEADLINE
Q1
Q2
Q3
Q4
TARGET:
100% ongoing
MEASUREMENT:
membership feedback -
DATA SOURCE:
Communication & Education Plan
No activities for this initiative. Click a quarter badge or the + button to add activities.
▶
INITIATIVE
Membership fee should consider the competitive advantages and not be discounted lower than competition and significant drive-discounts should be short term time restricted
DEADLINE
Q1
Q2
Q3
Q4
TARGET:
100 %
MEASUREMENT:
membership drives, current price structure
DATA SOURCE:
from the CAPIC Connect Power BI
No activities for this initiative. Click a quarter badge or the + button to add activities.
▶
INITIATIVE
Prepare annual plan for membership drives
DEADLINE
Q1 (1)
Q2
Q3
Q4
TARGET:
2026-03-01
MEASUREMENT:
# of drives and campaign success
DATA SOURCE:
annual membership drive plan, membership number rise
Q1
▶
ACTIVITY
Develop an annual membership-drive plan defining target groups, messaging, channels, and timing for 2026, if not done yet! • Develop an annual membership-drive plan defining target groups, messaging, channels, and timing for 2027.
• Obtain internal approval of the plan and resource requirements.
DELEGATION
-
TASK ASSIGNED
-
TARGET DATE
15th February 2026 15th October 26 30th October 26
STAFF
Joy Almario
No sub-activities yet.
▶
SUPPORTING INITIATIVE
Implement annual plan membership drive
Supporting
DEADLINE
Q1 (1)
Q2
Q3
Q4
TARGET:
100%
MEASUREMENT:
completion membership drive
DATA SOURCE:
annual membership drive plan
Q1
▶
ACTIVITY
support execution of membership-drive activities according to the approved plan.
• Track new memberships, renewals, and conversion results during the campaign.
DELEGATION
-
TASK ASSIGNED
-
TARGET DATE
ongoing
STAFF
-
No sub-activities yet.
▶
👥
Working Group
9 Initiatives
▶
OBJECTIVE
IT technology aligned with Strategy
2 Initiatives
▶
INITIATIVE
AI analysis with 3rd party providers and subsequent selected implementation for usage: '= review work flow and processes with highly repetitive and labour extensive activities
= consider AI-driven analytics to better understand member behaviors, preferences, and needs through data patterns.
=Usage of AI to personalize communication with members, sending tailored content and resources based on their interests and interactions.
= Usage of AI for optimizing events, from personalized recommendations for
seminar/workshop attendance to predictive analytics for event planning and management.
=Implementation of AI system that curates and recommends content, such as articles, webinars,
and training opportunities, based on individual member behavior and preferences.
=Implement an AI system that curates and recommends content, such as articles, webinars,
and training opportunities, based on individual member behavior and preferences.
=Implement an AI system that curates and recommends content, such as articles, webinars,
and training opportunities, based on individual member behavior and preferences.
=Apply AI to financial processes such as dues collection, expense management, and budget forecasting.
= usage of AI to analyze large volumes of legislation or research documents for advocacy efforts and keep members updated on relevant issues.
DEADLINE
Q1 (10)
Q2
Q3
Q4
TARGET:
03/2024
MEASUREMENT:
-
DATA SOURCE:
-
Q1
▶
ACTIVITY
Map current workflows and identify tasks with high repetition, manual effort, or error rates.
• Prioritize processes suitable for automation or AI support based on effort vs impact.
DELEGATION
-
TASK ASSIGNED
-
TARGET DATE
2026-Mar-01
STAFF
-
No sub-activities yet.
▶
ACTIVITY
Review workflows and data to identify high-value AI use cases.
• Evaluate third-party AI solutions and select priority applications.
• Implement selected AI use cases and monitor value delivered.
DELEGATION
-
TASK ASSIGNED
-
TARGET DATE
2026-Mar-01
STAFF
-
No sub-activities yet.
▶
ACTIVITY
Identify financial processes suitable for AI support (collections, expense review, forecasting).
• Implement AI tools to improve accuracy, efficiency, and early risk detection.
DELEGATION
-
TASK ASSIGNED
-
TARGET DATE
2026-Mar-01
STAFF
-
No sub-activities yet.
▶
ACTIVITY
Use AI tools to scan and summarize large volumes of legislation, policy, and research documents.
• Produce structured summaries and updates for advocacy work and member communication.
DELEGATION
-
TASK ASSIGNED
-
TARGET DATE
2026-Mar-01
STAFF
-
No sub-activities yet.
▶
ACTIVITY
Consolidate available member data sources (MID, event attendance, platform usage).
• Apply AI analytics to identify behaviour patterns, preferences, and unmet needs.
DELEGATION
-
TASK ASSIGNED
-
TARGET DATE
2026-Mar-01
STAFF
-
No sub-activities yet.
▶
ACTIVITY
Define member segments and personalization rules based on behaviour and interests.
• Implement AI-assisted tools to send targeted content, updates, and resources.
DELEGATION
-
TASK ASSIGNED
-
TARGET DATE
2026-Mar-01
STAFF
-
No sub-activities yet.
▶
ACTIVITY
Use AI to recommend relevant seminars/workshops to members based on profile and history.
• Apply predictive analytics to support event planning (demand, timing, capacity).
DELEGATION
-
TASK ASSIGNED
-
TARGET DATE
2026-Mar-01
STAFF
-
No sub-activities yet.
▶
ACTIVITY
Define content categories and tagging standards.
• Deploy AI to recommend relevant articles, webinars, and training opportunities to members.
DELEGATION
-
TASK ASSIGNED
-
TARGET DATE
2026-Mar-01
STAFF
-
No sub-activities yet.
▶
ACTIVITY
Integrate AI recommendation engine into CAPIC platforms (website, forum, portals).
• Monitor usage and adjust recommendation logic based on engagement data.
DELEGATION
-
TASK ASSIGNED
-
TARGET DATE
2026-Mar-01
STAFF
-
No sub-activities yet.
▶
ACTIVITY
Review recommendation performance and member feedback regularly.
• Refine models and content rules to improve relevance and value.
DELEGATION
-
TASK ASSIGNED
-
TARGET DATE
2026-Mar-01
STAFF
-
No sub-activities yet.
▶
INITIATIVE
Re-engineer CAPIC website: modular, user-friendly, mobile-responsive, state-of-the-art providing easy to find valuable content.
DEADLINE
Q1 (1)
Q2
Q3
Q4
TARGET:
April 2026
MEASUREMENT:
implementation and quality review
DATA SOURCE:
website, QR report
Q1
▶
ACTIVITY
Redesign the website using a modular, mobile-first architecture aligned with CAPIC services.
• Improve usability, navigation, and integration with CAPIC platforms and AI features.
DELEGATION
-
TASK ASSIGNED
-
TARGET DATE
2026-Mar-01
STAFF
-
No sub-activities yet.
▶
OBJECTIVE
Inclusive Practice Management Services > Establish/maintan competitive advantage: None yet Product IMMeFile Service: cost leader MyConsultant.ca Service: Create income IMMeForum Service: number of users
5 Initiatives
▶
INITIATIVE
Development of low cost ImmeMentor & Networking modules
DEADLINE
Q1 (1)
Q2
Q3
Q4
TARGET:
2025-
MEASUREMENT:
completed
DATA SOURCE:
IMMeMentor
Q1
▶
ACTIVITY
Define scope and features for mentoring and networking modules with cost limits.
• Develop and launch modules using low-cost, scalable technology.
DELEGATION
-
TASK ASSIGNED
-
TARGET DATE
January 01st ongoing
STAFF
-
No sub-activities yet.
▶
INITIATIVE
IMMe file: Campaining AFTER value feedback by members and fixing problems
DEADLINE
Q1 (1)
Q2
Q3
Q4
TARGET:
2026-04-01 00:00:00
MEASUREMENT:
implementation campaign plan
DATA SOURCE:
campaign plan
Q1
▶
ACTIVITY
Fix identified usability or functionality issues based on member feedback.
• Launch promotional campaigns only after confirmed value delivery.
DELEGATION
-
TASK ASSIGNED
-
TARGET DATE
April 01st ongoing
STAFF
-
No sub-activities yet.
▶
INITIATIVE
IMMe file: Identify the essential needs with questionaries and feedback from membership segement 'New' and 'Standard'
DEADLINE
Q1 (1)
Q2
Q3
Q4
TARGET:
01st October 2025
MEASUREMENT:
should be completed and is base for improvement project
DATA SOURCE:
questionnaires result
Q1
▶
ACTIVITY
Design and distribute NPS questionnaires to “New” and “Standard” members.
• Analyze feedback and prioritize functional requirements.
DELEGATION
-
TASK ASSIGNED
-
TARGET DATE
ongoing ongoing
STAFF
-
No sub-activities yet.
▶
INITIATIVE
Imme file: Include all basic functions necessary for business use including AI by keeping the costs low and offering to a competitive lower price
DEADLINE
Q1 (1)
Q2
Q3
Q4
TARGET:
2026-03-01
MEASUREMENT:
project completion & positive quality results
DATA SOURCE:
project report & quality review
Q1
▶
ACTIVITY
Define the minimum viable feature set required for daily business use.
• Implement core functions and selected AI features while controlling development and operating costs.
DELEGATION
-
TASK ASSIGNED
-
TARGET DATE
February 15th ongoing
STAFF
-
No sub-activities yet.
▶
INITIATIVE
Maintain & ugrade IMMeForum
DEADLINE
Q1 (1)
Q2
Q3
Q4
TARGET:
100% ongoing
MEASUREMENT:
member feedback
DATA SOURCE:
questionnaires
Q1
▶
ACTIVITY
Perform ongoing maintenance and moderation of the forum.
• Implement incremental upgrades based on usage patterns and feedback.
DELEGATION
-
TASK ASSIGNED
-
TARGET DATE
ongoing
STAFF
Joy Almario
No sub-activities yet.
▶
OBJECTIVE
Leading Information Source IMMeCentre Service > Establish/maintan competitive advantage: Government meeting information comprehensive internal Government Info
2 Initiatives
▶
INITIATIVE
Dedicated ImmeCentre administrator responsible for identifying missing information, triggering timely ATIP's and posting results
DEADLINE
Q1 (1)
Q2
Q3
Q4
TARGET:
100 % ongoing
MEASUREMENT:
completion of ATIP plan & implementation checks
DATA SOURCE:
ATIP plan, IMMeCenter
Q1
▶
ACTIVITY
Assign a dedicated administrator to monitor content gaps and missing information.
• Prepare and submit ATIP requests on a defined schedule and post results once received.
DELEGATION
eg working group lead x
TASK ASSIGNED
-
TARGET DATE
January 01st ongoing
STAFF
-
No sub-activities yet.
▶
INITIATIVE
Update IMMeLegal with case law including short summary & make case law searchable by subject
DEADLINE
Q1 (1)
Q2
Q3
Q4
TARGET:
12 issues per year
MEASUREMENT:
number of issues and quality review
DATA SOURCE:
ImmeLegal issues, quality review
Q1
▶
ACTIVITY
Add new case law with short standardized summaries.
• Classify case law by subject and maintain a searchable index.
DELEGATION
-
TASK ASSIGNED
-
TARGET DATE
ongoing
STAFF
-
No sub-activities yet.
Add New Committee
Add Activity
Edit Activity
Add Sub-Activity for Delegation
Confirm Delete
Are you sure you want to delete this item?