Ethics



Certified Performance Technologist

Recertification Guidelines

Copyright ©2007 by the International Society for Performance Improvement (ISPI).These materials or any part thereof may not be reused or reproduced in any form, except by applicants for the purpose of applying for the certification as Certified Performance Technologists, known now or hereafter created, without written permission of the International Society for Performance Improvement.

International Society for Performance Improvement

8403 Colesville Rd., Suite 1100, Silver Spring, MD 20910 * USA

Table of Contents

Table of Contents 2

Certified Performance Technologist Recertification 3

Requirements for Recertification 3

Recertification Dates and Late Submission Procedures 3

CPT Recertification Instructions 4

CPT Performance Standards 5

CPT Code of Ethics 6

Recertification Declaration 8

Recertification Fee 8

CPT Recertification Information 9

Recertification Points 10

Professional Development/Continuing Education Points 10

Examples of Continuing Education 11

Calculating Recertification Points 11

Volunteer Work and Contributions to the Field 12

Examples of Volunteer Service and Contributions to the Field 12

Calculating Points for Volunteer Work and Contributions to the Field 13

Record of Accomplishment 14

A. Professional Development 14

B. Volunteer Service and Contributions to the Field 15

Updated

February, 2010

April, 2013

Oct 2020

Certified Performance Technologist Recertification

CPT Recertification is based on continued work in the field, adherence to the Code of Ethics, and the accumulation of 40 Recertification points for professional development, volunteer service, and/or contributions to the field during a three-year period.

Requirements for Recertification

All candidates for the Recertification must:

1. Collect at least 40 Recertification Points in their online profile: please click here to access your Professional Development status:

o You will earn credits by joining selected ISPI events and webinars. Make sure that you click on check-in link when you join. Only registering does not generate a credit;

o Otherwise, you can add an entry to your Professional Development to document the participation in other events and webinars.

2. Pay the CPT Recertification Fee in ISPI online store;

3. When you meet the above requirement, please notify certification@ to validate your submission and update your profile.

Recertification Dates and Late Submission Procedures

CPTs are certified and re-certified for a three-year period. To remain certified, CPTs must complete and submit this application during the period directly following the anniversary date of their initial certification.

Recertification applications are due on June 15th for those CPTs whose anniversary falls between November 16 and June 15 and on November 15th for those CPTs whose anniversary falls between June 16 and November 15.

Applications not received by the required due date are considered suspended and will be assessed a $100 late fee.

CPTs who do not recertify within six months after due date will be considered expired and will be denied use of the CPT designation and must reapply for certification to regain their CPT status. For those not wanting to renew their CPT designation, the CPT certificate must be returned to ISPI within 30 days of the expiration date to ISPI, 8403 Colesville Rd, Suite 1100, Silver Spring, MD 20910.

Filing for Recertification may be extended on a case-by-case basis provided the CPT makes the request in writing to the Certified Performance Technology Appeals Board, ISPI, 8403 Colesville Rd, Suite 1100, Silver Spring, MD 20910 or to certification@ within 30 days after the date of expiration.

Certified Performance Technologist Application

International Society for Performance Improvement

Silver Spring, MD 20910 USA

email: certification@

CPT Performance Standards

Standard 1: Focus on Results or Outcomes

Competent practitioners are focused on results throughout their assignments. They are not predisposed to a set of solutions. They apply their knowledge of what is required for performance at all levels.

Standard 2: Take a Systemic View

Competent practitioners take a systemic view of their work. This requires them to identify the subsystems that make up the total organization. They look for and recognize that a change in one area will impact other areas. They consider how the dynamics in society, the marketplace, workplace, work, and workers affect the desired outcomes.

Standard 3: Add Value

Competent practitioners add value by using their expertise to facilitate the process in ways that result in better decisions, higher quality work by their team, and a higher quality end product.

Standard 4: Work in Partnership with Clients and Stakeholders

Competent practitioners collaborate with clients and stakeholders. This means that you incorporate the appropriate stakeholders, experts, and specialists as part of the team, involving them as necessary.

Standard 5: Determine Need or Opportunity

Competent practitioners design and conduct investigations to find out the difference between the current and the desired performances (the performance gap).

Standard 6: Determine Cause

Competent practitioners design and conduct investigations to find out why a gap exists between the current and desired performances. They look for the underlying causes.

Standard 7: Design Solutions including Implementation and Evaluation

Competent practitioners design solutions and the plan to implement them.

Standard 8: Ensure Solutions’ Conformity and Feasibility

Competent practitioners oversee the development of the solutions. They may develop some or all of the solutions or be a member of the development team.

Standard 9: Implement Solutions

Competent practitioners develop strategies that allow clients to sustain change.

Standard 10: Evaluate Results and Impact

Competent practitioners help clients measure the impact of the solutions.

CPT Code of Ethics

The Code of Ethics is intended to promote ethical practice in the profession. As performance professionals, we are responsible for adding value to the organizations we serve and ethically contributing to their success. We accept personal responsibility for our individual decisions and actions. We also advocate for the profession by engaging in activities that enhance its credibility and value.

To be certified, recertified or reinstated as a Certified Performance Technologist (CPT), you must sign a statement agreeing to conduct yourself in ways that adhere to the following seven core principles on which the code is based.

Core Principles

I will:

1. Add Value

Strive to conduct myself and manage my projects and their results in ways that add value to my clients, customers, and communities they serve and the global environment.

2. Promote Validated Practice

Use validated best practices in performance technology strategies and implementation of the CPT Standards.

3. Collaborate

Work collaboratively with diverse clients and users, functioning as a trustworthy strategic partner. Treat people with dignity, respect, and compassion to foster an inclusive and diverse work environment.

4. Engage in Continuous Improvement

Pursue professional development to improve my proficiency in the practice of performance technology and attain the highest standards of competence.

5. Exhibit Integrity

Be honest and truthful in my representations to clients, colleagues, and others with whom I may come in contact while practicing performance technology.

6. Preserve Confidentiality

Maintain client confidentiality and consider and protect the rights of individuals, especially in the acquisition and dissemination of information, while ensuring truthful communications and facilitating informed decision making.

7. Cultivate Trust

Maintain a high level of trust with my clients, colleagues, and others with whom I may come in contact by avoiding activities that create actual, apparent, or potential conflicts of interest.

General Guidelines

Intent

• To build respect, credibility, and strategic importance for the performance technology profession within our organizations, the business community, and the communities in which we serve

• To assist the organizations in which we work to achieve their objectives and goals

• To protect the interests of our stakeholders as well as the integrity of the profession

• To inform and educate current and future practitioners, the organizations we serve, and the general public about principles and practices that help the profession

• To create and sustain environments that encourage all individuals and ISPI to reach their fullest potential in a positive and productive manner

• To build trust among all constituents by maximizing the open exchange of information, while eliminating anxieties about inappropriate or inaccurate acquisition and sharing of information

• To prioritize professional obligations by identifying conflicts of interest or the appearance thereof when conflicts arise and to disclose them to relevant stakeholders

• To act as role models in leadership situations as an example for maintaining the highest standards of ethical conduct

• To collaborate with team members and foster a spirit of open communication with adherence to ethical conduct

• To encourage professional decision making and social responsibility

Examples of Practices

1. Adhere to the highest standards of ethical and professional behavior. Report to appropriate authorities within or external to the client organization any instances of malfeasance, dangerous behavior, illegal or unethical activities.

2. Comply with all applicable laws where we work.

3. Act in a responsible manner and practice sound management in the countries in which clients or customer organizations operate.

4. Support decisions made by our clients and professional organizations that are both ethical and legal.

5. Perform work consistent with the values and principles of the profession.

6. Strive to achieve the highest levels of service, performance, and social responsibility. Respect the rights of consulting colleagues and consulting firms’ intellectual property.

I affirm that I have read and agree to be bound by the following Code of Ethics.

I agree in my practice to conduct myself in ways that are in keeping with the statement of expectations and the principles in the Code of Ethics and agree to a set of rules related to accurately representing the credential to employers, client, and customers.

|Sign | |

|Print Name | |

|Date | |

Recertification Declaration

I certify that the following record of my professional development is accurate. I further certify that I have remained active in the performance improvement profession and that I have adhered to and will continue to adhere to the Code of Ethics.

I also understand that being recertified as a Certified Performance Technologist is an indication that I have met the Standards of Performance Technology as evidenced by my past work and is neither an endorsement of me for future work nor a guarantee of future performance.

|Typed Name: |      |

|Date: |      |

Recertification Fee

Members of ISPI International will pay a Recertification fee of $175. Non-members will pay a Recertification fee of $350. In order for your CPT Recertification application to be complete, you must attach the appropriate payment made by credit card or a personal or corporate check. All payments must be made in U.S. dollars. A late submission fee of $100 will be charged for applications received after your Recertification date.

Navigate to ISPI’s website () to the Online Store. Select ISPI Certifications. Select the appropriate certification fee and enter your billing address, credit card information, and email. Upon completion, the payment system will email you a receipt. Include the receipt with you completed CPT Application.

CPT Recertification Information

|First Name |      |

|Middle Name or Initial |      |

|Last Name |      |

|Job Title |      |

|Organization |      |

|Work Address |      |

|City / State / Zip |      |

|Country / Postal Code |      |

|Home Address |      |

|City/ State/ Zip |      |

|Country / Postal Code |      |

|Work E-mail: |      |

|Home E-mail |      |

|Business Phone: |      |Fax       |

|Home Phone |      |Cell       |

|Year of original certification: |      |

Are you an international member of [ ] ISPI

If you moved, change employment, or receive a degree or another designation between recertification periods, please go online at and update your profile. This assures you are able to get the full benefits of being a CPT.

Recertification Points

You must have at least 40 points to be recertified. All of the points can be earned through continuing education; however, you can earn up to 15 points for volunteer service or contributions to the field. CPTs should maintain a record of their continued professional development and volunteer work during their three-year certification period on the Record of Accomplishment form found on pages 14-16.

Professional Development/Continuing Education Points

Professional development includes enhancing your performance improvement knowledge and skills by partaking in educational events. They may include:

• Conferences, workshops, and chapter events sponsored by ISPI or other professional organizations.

• Educational programs sponsored by community service, healthcare, government, and religious organizations.

• Commercially sponsored workshops.

• Credit and non-credit programs sponsored by degree-granting institutions.

In all cases, the subject should relate to one or more of the CPT Performance Standards. All 40 points for Recertification can be earned through professional development experiences that enhance your performance improvement skills; however, a maximum of 12 points can be given for attending any one event even if it is a 5-day conference. The exception is University/college courses.

Examples of Continuing Education

You can earn points for your Continuing Education efforts by attending:

• Annual conferences – The conferences may be hosted by international, regional, state, and local professional, academic, community, social, or special interest groups.

• In-house programs – Take advantage of programs or workshops being offered by your employer or clients. Organizations do a lot of training, usually to support the roll out of new technology or a new way of doing business. For example, programs on Information Mapping, Six Sigma, Ethics, and the like all qualify.

• Webinars – You can find many cost-effective or complimentary webinars. ISPI Collaborate houses past 1-hour SkillCasts for members to view.

• Vendor sponsored programs – Pay attention to vendors who offer free program especially webinars. These may be focused on the vendor’s products but you can learn something that may benefit your employer or clients.

• Community service or health-based programs – Take advantage of education programs being offered by your local school district, business group, healthcare center, crises center, and others. The topics almost always relate to the standards of partnering, design, focus-on-results, systemic view, or adding value.

• A community college or other academic institution – There is usually a fee for these programs; however your employer may be willing to reimburse you.

• Local chapter programs – Consider programs sponsored by your local ISPI, STC, SHRM, or other groups.

• Book club – There are groups, like the HPT Book Club, getting together to read and discuss literature related to the field.

Calculating Recertification Points

Figure 1.1 explains how to calculate continuing education points.

Figure 1.1 Calculating Recertification Points

|Contact Hours |Total Points |

|1 to 2 ½ hour programs |1 point |

|3 to 5 ½ hours or a half-day program |3 points |

|6 to 8 ½ hours or a full-day program |6 points |

|9 to 11 ½ hour or day and a half program |9 points |

|12 or more hours or a two or more day long program |12 points |

|For-credit academic programs |6 points per credit hour |

Volunteer Work and Contributions to the Field

Up to 15 of the 40 points required for Recertification may be earned through volunteer work and contributions to the field (instruction, research, professional writing).

Examples of Volunteer Service and Contributions to the Field

You can get credit for doing quality work by:

• Volunteer Service – CPT’s like to volunteer and you may be one of them. This includes holding leadership positions in local, governmental, social service, educational, professional, and religious organizations. For example, some of you may have headed fundraising activities; or chaired an effort to create or maintain a web site, set up a filing system, document procedures, coordinate programs, manage the money, or mentor young people. You can lend your expertise to someone in your community and get points.

• Teaching – You can get credit for the workshops you deliver whether they are for your employer, a client, or a volunteer group. However, a topic can only be counted once. If you do not deliver programs for your employer or clients, volunteer to do a chapter program or a workshop for a community group.

• Writing – You may not have written a book, but you may have developed a job aid, performance support tool, course materials, or other materials that were published in a national, regional, or local publication or periodical (print or electronic). You can count all of these.

• Other ways – If you have done other activities or know of other ways to earn CPT points, discuss with the ISPI's Director of Certification or send an email to certification@.

Calculating Points for Volunteer Work and Contributions to the Field

5-points per year for volunteer service in a leadership position (President, Officer, or Board member, for example) of an international or national professional, community, academic, community, social service, or religious organization.

3 points per year for volunteer service at the regional, state, or local level.

3 points per year as a CPT Reviewer.

3 points per year as a Conference Committee member.

3 points per year as a Conference Proposal reviewer.

3 points per year as an Awards of Excellence Committee member.

3 points per year as a Professional Community director.

3 points as an Instructor in a performance improvement or related field course. A course can only be counted once.

5 points as an Author of a published performance improvement book.

3 Points as an Author of a published performance improvement article, book chapter, or research paper, or performance support tool. Each publication can only be counted once.

5 points as the volunteer developer of an educational event independent of the delivery method. A topic can only be counted once.

3 Points for each presentation at an educational event. A topic can only be counted once.

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