Bootcamp - Foundations in Competitive Intelligence (CI 100) & Setting up the CI Function
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Bootcamp - Foundations in Competitive Intelligence (CI 100) & Setting up the CI Function

To excel as a CI professional, it's essential to understand and excel at the fundamentals. This Fundamentals of CI workshop, designed for those who are relatively new to CI (or veterans that could use a refresher), is packed with practical takeaways that, when applied, will help increase your personal effectiveness.

9/18/2019 to 9/19/2019
When: Sept. 18-19, 2019
8:30 AM
Where: Chicago History Museum
1601 North Clark Street
Chicago, Illinois  60614-6038
United States
Contact: Michelle Winter
703.739.0696 x 115

Online registration is closed.
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An intense, interactive 2-day bootcamp packed with learning, interaction, and practical takeaways where participants enrich their professional development.  Attendees will build knowledge and skills that add value for both themselves and to their organizations, and learn a road-map based on the fundamental competencies to achieve successful intelligence enhanced decision support capabilities whether you are the corporate intelligence resource or any other decision support discipline.



By registering, you agree to adhere to our antitrust policy and code of ethics

DAY 1 - Foundations in Competitive Intelligence (CI 100)

Facilitator:  David Kalinowski, President, Proactive Worldwide

To excel as a CI professional in today’s business environment, it is essential to understand and perform the fundamentals well. This Fundamentals of CI workshop, designed for those that are relatively new to CI or veterans that could use a refresher, is packed with practical takeaways (no theory!) that, when applied, will help lead to your and your company’s success. Attendees will participate in individual and group breakout exercises, role-playing, videos, stories, and case studies.


Key Take-Aways
  • Learn and apply an intelligence capability model to build your CI function
  • Understand approaches to manage stakeholder expectations
  • Gain insight on conducting secondary and primary research
  • Hear a process to build a network
  • Develop skills to improve analysis
  • Outline the elements of an early warning program
  • Demonstrate the value of CI

Participants at a recent iteration of this workshop rated it a 4.9 out of 5. They also shared some of the most critical take-aways, tools, and strategies that they received:

  • Formalizing a CI network and maximizing its value
  • Business model/strategy and early warning programs
  • Intelligence capability model and the 4 Corners diagram
  • Tools and models for measuring ROI and ROCI
  • Example deliverables to increase CI's impact and show its value to various stakeholders
  • Formalizing a CI network, defining goals of CI and example deliverables
  • Using strategic SWOT
  • A CI onboarding process
  • Practical stories and examples
  • Integrating intelligence in the planning process



DAY 2 - Setting up the CI Function

Facilitator:  Erik Glitman, CEO, Fletcher/CSI

This bootcamp will cover the key elements of setting up and operating a CI function in three parts which cover when to start a CI Unit, how to grow the unit, and unit operations. The goal of the boot camp is to help participants will gain a better appreciation of what it takes to run an effective CI unit and deliver effective CI to stakeholders.

Part I -  This part of the session focuses on the early development stages of a CI unit, including what typically triggers creation of a CI unit and how to grow the unit. Other aspects that contribute to an effective CI unit that will be covered are how to identify stakeholders and determine what those stakeholders need from a CI unit, actions that contribute to longer term sustainability for the unit, and how to build a network for information sources, including establishing relationships with service providers.

Part II - This second element moves from the initial triggers and phases of operation into growth and long term success for the CI unit. This will cover how to stage service and capabilities growth in areas such as analysis tools, research support, and budget. Matching growth to demand, and creating demand, will be covered. Other elements explored in this part are how to increase sophistication and breadth of coverage for the unit, leveraging internal resources to expand resources without increasing budget, and integration of additional tools such as Win/Loss, Trade Shows, Strategy Sessions, M&A support, and benchmarking. During this part, discussions on how to set budgets and build out a technology backbone, including types of technology platforms that are most useful for the CI unit will be reviewed.

PART III - In this element discussed tools that help manage CI activities with a specific focus on building Key Intelligence Topics and Key Intelligence Questions. In this element, a review of the organizational structure, types of staff members needed, along with the skills and personality types that are most effective in a CI unit are discussed. This aspect also covers issues around third party support, including why and when to engage a third party, the types of third party support that are most effective, Budgeting practices, including how to allocate budgets between internal, external, and IT support will be reviewed. Other areas covered include how to use the CI cycle to manage CI projects and increase demand for CI across the company.

The bootcamp will also review how to staff the CI unit with an emphasis on the skills and personality types needed, and circumstances where a third party can add value. The role, and function, of the CI cycle and how it relates to operating a CI unit will round out the session. A brief CI unit budget with key categories will be provided as a guide.


Entire 2-Day Bootcamp Registration (Foundations in CI and Setting Up the CI Function) - $1495.00
Foundations in CI Registration only - $895.00

Setting Up the CI Function Registration only - $895.00 



We are capping registration at this session, and we expect to reach capacity soon. The registration fee includes all materials and testing fees as well as a one-year membership to SCIP. While we do not hold hotel blocks for this venue, you can receive a discount on hotel stays when using HotelStorm (apply the password SCIP to view rates.) For information about group rates of 3 or more, please contact Michelle Winter at  Payment in full is required immediately upon registration and is non-refundable. If, for any reason, you are unable to attend the event for which you are registered, and notify SCIP in writing more than 3 weeks prior to the event start date, a one-time credit will be issued for use toward registration at any other event. The credit must be used within 90 days of the original registration date and can be applied to any event scheduled up to one calendar year from the event for which you originally registered. Credits may not be transferred more than once, and all unused credit(s) will be forfeited after 90 days. Cancellation within 21 days prior to the event will incur a one time fee of $500. The remaining balance can be applied to any event up to one calendar year from the event for which you originally registered. Notification must be received by SCIP in writing. If you do not attend the event and fail to notify SCIP prior to the event, no credit will be issued. Every effort is made to ensure that the speakers noted in this brochure are present, but changes beyond SCIP's control may occur.


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SCIP - Strategic & Competitive Intelligence Professionals - 7550 IH 10 West, Suite 400 - San Antonio, TX 78229 USA

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