This course will present a roadmap for starting and managing a competitive intelligence (CI) capability. The course will be taught in a workshop format, with group exercises and open discussions. Geared to the novice as well as the advanced practitioner, the Road to Successful CI will look first at what the discipline is and is not, then at how librarians/info pros can transition into doing CI. Topics will include sourcing and supporting primary and secondary search, analytical tools and fitness, and reporting methods and templates. Attendees will get real examples from the presenter about how to establish, manage and grow an intelligence function.