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News & Press: TOC Community

Certification Maintenance

Monday, February 21, 2011   (13 Comments)
Posted by: Admin
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Certification Maintenance

1.1     Certification Maintenance Process

 

TOCICO Certification Maintenance:      Point System

As a TOCICO Certified Member – you are required to maintain your Certification by remaining up to date with the TOC knowledge for each area of certified expertise.

There are a number of activities and mechanisms by which you may choose to accumulate POINTS that contribute to a final overall score during a five year maintenance cycle.

You are required to accumulate greater than 75 points (for a Certification in one Application Track/Area and 15 additional points for each additional Certification in another Application Track/Area) over the five year maintenance period – starting with your Certification anniversary date (in case of multiple Certifications, the date of the first Certification counts).

Certification statuses:

  • Not certified
  • Certification active (maintenance in good standing)
  • Certification on hold (during the grace period
  • Certification expired (requires re-certification)
  • Certification suspended (following a breach of the code of ethics; requires resolving the code of ethics issue and re-certification)

Process for updating individual certification status:

  • The member’s profile on the website indicates the certification expiration date; an email is sent to the member 6 months prior to expiration, additional reminders are sent out 3 months, 1 month and 10 days prior to the expiration date
  • Automatic credits are added to member’s data set upon completion of the event (so that the member can always view his status)
  • If automatic credits are sufficient to maintain certification, this is indicated to the member (in his profile and by email, including the expiration date) and the member does not need to submit a request for maintenance
  • Member submits requests for maintenance points through the website (member can do so at any time during the five year period)
  • All evidence should be given in electronic forms or by uploading PDFs
  • Upon completion of data capture, the member is presented with an automatic confirmation of items received and recalculation of the preliminary total points
  • Within 10 working days of submitting a maintenance point request TOCICO performs a check of the information provided (process to be defined by Certification Maintenance Committee)
  • Once a member has passed the required points threshold for certification maintenance, the system provides the member with a confirmation of the extension of the certification maintenance
  • If a member fails to submit sufficient maintenance points request on the expiration date, the certification status is automatically set to "certification on hold” and the member has a grace period of 10 working days to submit the maintenance request
  • If the member does not submit sufficient maintenance points request within the grace period, the status changes to "certification expired”

 

1.2     Schedule of Points

 

I.  Participation in Continuing Education (CE)
(Must relate directly to TOC to qualify)

Item

Evidence required

Points earned

Conference, seminar, workshop, or webinar (including TOCICO International Conference and regional conferences) offered by TOCICO

Automatic credit

1 point per full hour of instruction

Conference, seminar, workshop, or webinar offered by third party

Continuing education credit form

1 point per full hour of instruction

Course offered by a degree-granting institution with TOC content

Continuing education credit form

1 point per full hour of instruction

Individual TOCICO Application exams

 

10 points per exam passed

Continuing education courses (graded)

Continuing education credit form

3 points per credit hour/continuing education unit

 

II.  Instruction, Presentations, Publications, Translation and Educational Development

(Must relate directly to TOC applications to qualify) – Maximum 60 points

Item

Evidence required

Points earned

Instruction or presentation

Automatic if organized by TOCICO; Instruction and presentation credit form

2 points per full hour of instruction

Instruction at degree granting institution or within continuing education program

Instructions and presentation credit form

3 points per full hour of instruction

Published article or contribution, published book up to 100 pages (author, translator, editor)

Automatic if published by TOCICO; Publication credit form

5 points per book, article or contribution

Published original research (paper, article, contribution; author, translator, editor)

Automatic if published by TOCICO; Publication credit form

10 points per publication

Published book more than 100 pages (author, translator, editor)

Automatic if published by TOCICO; Publication credit form

30 points per book

 

III.  Service to the TOC Community at large

Item

Evidence required

Points earned

TOCICO Officer

Automatic credit

5 points per year of service

TOCICO Member of the Board

Automatic credit

4 points per year of service

TOCICO Committee chair

Automatic credit

4 points per year of service

TOCICO Committee member

Automatic credit

2 points per year of service

 

IV.  Professional Membership (PM)

Item

Evidence required

Points earned

TOCICO Membership in good standing (CONDITIO SINE QUA NON)

Automatic credit

6 points per year (.5 per month)

Membership in good standing in other professional organization directly related to TOC applications / training / management

Automatic credit or Membership credit form

1 point per year

 

V.  Application and Implementation

Item

Evidence required

Points earned

Active TOC professional (continuous TOC-related work)

Professional credit form

6 points per year (.5 per month)

Active TOC consultant or TOC professional with one-time TOC-related intervention

Consultant credit form

3 points per implementation (active role required)

 


1.3     Credit Forms

Items for Continuing Education Credit Form

  • Title of education etc.
  • Type (open instruction or training, company/closed instruction or training, distance education, webinar, conference, seminar, course at degree granting institution, other-specify)
  • Date(s) and schedule
  • Total number of full hours of instruction
  • Location/Venue
  • Name of and contact details of organizing body
  • Upload or link: Syllabus, program, or topics covered
  • Upload: Transcript, certificate of completion

Items for Instruction and Presentation Credit Form

  • Title of instruction, presentation etc.
  • Type (open instruction or training, company/closed instruction or training, distance education, webinar, conference presentation, other-specify)
  • Name and contact details of instructor(s), incl. TOCICO membership ID
  • Date(s) and schedule
  • Total number of full hours of instruction
  • Location/Venue
  • Name of and contact details of organizing body
  • Language
  • Number of participants
  • Syllabus, program, or topics covered
  • Source of training material (own development, TOCICO, GS, other-specify)

Items for Publication Credit Form

  • Title of publication
  • Type (article, contribution, original research, book, other-specify)
  • Role (author, editor, translator, other-specify)
  • Single (yes/no, if no give names of others)
  • For books: ISBN, date published
  • For all other publications: Citation according to APA
  • Language

Items for Membership Credit Form

  • Name of professional organization
  • Internet address
  • Type of membership (specify)
  • Membership ID
  • Member from-to

Items for Professional Credit Form

  • Name and contact details of employer
  • Job title
  • Description of TOC-related work (application, process, results, measurements)
  • Upload: Certification of above by employer (scan)

Items for Consultant Credit Form (per implementation)

  • Name and contact details of client (may be anonymous)
  • Name and contact details of consulting firm/organization
  • Name and contact details of other participating TOC expert (mandatory if client is anonymous)
  • Role within implementation
  • Description of TOC implementation (application, process, results, measurements)
  • Upload: Certification of above by consulting firm or client/TOC expert (scan)


Comments...

Mark Woeppel says...
Posted Tuesday, March 22, 2011
far too complex. fixes problems that are very small
Trivikram M. Talaulikar says...
Posted Friday, March 18, 2011
Far too complex. Contradicts one of TOC's fundamental beliefs. T M Talaulikar
Rafael E. Conde says...
Posted Wednesday, September 29, 2010
Dear Collegues: I would like to appoint for getting some points but I don´t know wat is the way to go there. I am TOC teacher in the Univerisity of Rosario in Bogotá Colombia for courses of Master in Business Administration (60 hours yearly), Master in Health care Institutions Administration (108 hours yearly), Ph D in Conduction Science (24 hours yaerly); especialization in Project Management (80 hours yaerly) and especialización in implenting Oded Cohen method "El Decalogue" (80 hours yearly) and especializatoion in Process of On Going Improvment (80 hours yearly). Besides I have a Master Course in Santiago de Chile, University of Desarrollo, named MGOS, Mas ter in Managing Health Care Operations (24 hours yearly), in Universidad Andina de Bolivia, (16 hours yearly), Managing Organizations in Basic Public Services (based on Water Companies). I have a formal study group every Wednesday from 6 pm to 8 pm, named Grupo de los Miércoles, based on treat about TOC knowledge
James F. Cox III says...
Posted Friday, September 17, 2010
The idea of recertification is excellent and overdue. Having been involved in TOCICO for about 8 years and APICS for 33 years I have done most of the activities above in both APICS and TOCICO. Based on this grueling exerience, my comments follow: Reassess points based on getting knowledge versus giving back/creating TOC knowledge. In other words if you are the doer instead of the receiver then more points. I might suggest that writing an article/chapter/etc. requires significantly more effort and time than attending a conference. (Published article or contribution: 5 points; Published original research (chapter/article) 15 points). This promotes TOC. As another comment mentions, I think if one implements TOC then write a report concerning implementation & gain significant points if validated. If one is certified in more than one area then TOCICO should require 15 more points for each certification. Most members are consultants but academics & practitioners need a path also.
Peter Milroy says...
Posted Tuesday, September 14, 2010
I wonder what problem this is trying to solve.
Stewart M. Witt says...
Posted Sunday, August 22, 2010
Too complicated.
Robin Stebbins says...
Posted Friday, July 30, 2010
I suggest requiring TOCICO membership in good standing to renew certification, and perhaps drop points for membership to 1 per year. Because you can get certified in multiple applications, I would like to see clarification added about whether the "anniversary date" is the first, last or each individual area certified. I like the focus on development and peer community involvement.
Marcia Pasquarella says...
Posted Thursday, July 22, 2010
5) Presentation – TOC interest groups - it shouldn't just be limited to TOC Interest Groups - I made a presentation to ASQ on critical chain because they were interested in the basics. I believe it should read "Presentation - limited to the TOC BOK" instead. (echoing Michaels' comment.) To clarify the proprietary comment - I teach TOC related courses at my company. The material is proprietary - I can't submit it for approval. Again, APICS doesn't try to do this. From TOCICO's point this gives them a revenue stream without costing too much to support. You should set up a model that is sustainable whether you have 100 or 100,000 members. Written reports/approvals and long wait times to get recertified would not work for large numbers of people. If practitioners are interested in staying active, they will participate - but only if it isn't too burdensome; because it supports their personal development goals.
Marcia Pasquarella says...
Posted Thursday, July 22, 2010
This is almost verbatim from the APICS certification maintenance. Since I am a practitioner rather than a consultant - certification maintenance provides me with leverage when I seek management approval for attendance at conferences, workshops, etc. It is very easy to far exceed the number of points, the last time I submitted I had amassed 576 points when I only needed 100. I do have a couple of comments: 1) Requiring written reports is ok provided someone is going to read them - APICS only requires supporting documentation if audited. Many company travel reports are proprietary, so would have to be sanitized/approved before they could be sent. 2) You didn't list the TOCICO International Conference (APICS lists theirs for 24 points - 4 days), why not? 3) CEUs should be granted regardless of being from GS if they are TOC related CEUs. 4) Under Instruction it says "other approved material" - who does the approving and what if the material is proprietary? See next comment.
Michael Demere says...
Posted Thursday, July 22, 2010
I would encourage adding a way to gain recertification points by applying TOC in the "non-TOC" community, as a volunteer possibly teaching the TP or other mechanisms. A way to give back to the greater community. Requiring approval and a written report.
Alex Knight says...
Posted Thursday, July 22, 2010
I am not in favour of this approach. I think it is over focuused on people getting 'input' raher than reviewing what they are actually practicing. I think for people who have been involved for more than 5 years it would be more appropriate to create a simple peer review process that can review recent work and jointly agree outstanding development needs. If these jointly agreed needs are not met within the next few years then the certification is suspended. This would have the added benefit of increasing connectivity across the community . TOCICO could nominate an initial group to conduct the reviews and then this group could rotate within the community. This is common practice in many international professional bodies. I believe the whole points and prizes approach you are suggesting is a step backwards for TOCICO and actually less common outside of the USA.
Jacquelyn Kendall says...
Posted Saturday, July 03, 2010
There is a lot of credit being given for various training, service, PM, etc.... but doesn't appear to be anything related to leading successful TOC implementations. Will this be included under one of the listed categories?
Lisa Lang says...
Posted Monday, June 28, 2010
Here are some comments I captured at the event that we need to address: Can we add a couple examples to show how this will work? Is it a rolling 5 years or how does it work? When does it start? Does it go back to the beginning or does it start with 2010 or what?

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