How To...

A dedicated area that contains all the information you will need to help and support you to set up and operate your CIPS Branch.

Documents and templates on this page should only be used for Branch comittee business.

    Operating a branch


      AGM Nomination Form   Nomination form for committee members at branch AGM 

    Branch action plan


    Set out the agreed plan of activites for the year - to be completed on an annual basis

      Branch code of conduct   Code of conduct form for branch committee members to complete and send to

    Branch Handbook


    Branch induction presentation


    Download this presentation to be used for new branch members

      CIPS Branch Social Media Guide    
      CIPS Code of Conduct / pdf    
      Congress   Information on Role of Congress, governance, Chairman and profiles

    Minutes of meeting template




    The Membership Team have a number of tools available to help our branch teams:

    Branch generic email address
    All Branches have been set up with a generic branch email address, that allows members to email the branch directly. Each Chair will be given a password, please view the documents below to access the emails:

    Branch email address 

    How to set up a forward address

    How to set up a signature

    Access to Go to Webinar


    Survey Gizmo
    This is a bespoke questionnaire that is emailed to members to seek their feedback, it is sent out after each Branch Event by the events team. We recommend that each Branch conducts a member survey every year.


    Branch and Events Update Mailing
    This mailing is emailed to the members twice a month, to promote all events including Branch Events, providing members with links to book through the website.


    CIPS Congress Members
    View a list of Congress Members here.

    Plan and run an event


    Branch handbook


    Branch event marketing template


    Provides details of the event to be uploaded to CIPS website. Please submit to


    Expense form


    Expense form to be submitted to Claire Hall to claim any monies owed


    CIPS branded powerpoint template



      CIPS branded newsletter  

    Template for hard copy newsletter which can be handed out at branch events. Please ensure that the CIPS logo is not obscured by any text cointent you add to this document.

      Non- booked attendance List   This is a form to be used at every event as a registration form for members or non - members who turn up to an event without booking

    News and Updates

    The CIPS Membership team are keen to support and engage with you by hosting monthly meetings for Branch Committee members and Congress to join.  If you have any queries about this then please contact

    Membership Team & Branch Update Webinar:

    Marketing Collateral & Qualifications - 30 January 2019

    Knowledge Update - 23 October 2018

    IBuy - 11 September 2018

    CPD - 7 August 2018

    Qualifications & GDPR - 29 June 2018

    12 April 2018

    7 March 2018

    22 February 2018

    10 January 2018

    22 November 2017

    Social Media Webinar:
    Social Media 2.0 Webinar

    Procurement Apprenticeships

    February 2018

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