ISO 20700

Self-Declaration Checklist & Training

ISO 20700, Guidelines for Management Consultancy Services, helps management consultants and their clients improve transparency and understanding of consulting assignments in order to achieve better results.

First published in June 2017, the standard enables management consultants to reduce risk in management consulting assignments and provide better value to their clients.

The ISO 20700:2017 Guidelines for Management Consultancy Services standard aims to “improve transparency and understanding between clients and management consultancy service providers, in order to achieve better results from consultancy projects.”

ICMCI ISO 20700 Self-Declaration Checklist & Training

In order to help management consultants efficiently use the ISO 20700 standard, ICMCI has developed the self-declaration checklist. This is a useful tool for the consultant and client to use through the various steps of their projects. It promotes transparency and initiates discussions to ensure that all required points are covered in agreement with each other.

The checklist follows the same three major components of the standard: contracting, delivering and closing the project.

CMC-Canada has partnered with Effective Managers to now offer the checklist training in our Freestone system so you can learn at your own pace. The course has been developed and is delivered by Dwight Mihalicz, accredited by ICMCI as an ISO 20700 Checklist Trainer. 

The training will give you practical, hands-on experience in the use of the standard, and the tools you will need to use with your clients. All registrants will have access to a regular synchronous session with Dwight Mihalicz to ask questions and to explore the use of the Checklist with fellow trainees.
 

Elevate Your Skills!
ISO 20700: Management Consultancy Standards Checklist Training
General Learner Training
For Consultants who are not members of CMC-Canada
Module 1
Module 2
Module 3
$ 299.00 + tax
Non-Certified Member Training
For Consultants who are non-certified members of CMC-Canada
Module 2
Module 3
$ 249.00 + tax
Certified Member Training
For Consultants who hold the CMC designation and are members of CMC-Canada
Module 3
$ 149.00 + tax
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Why should I attend the Training?

ISO Certification Packages: Choose the Perfect Bundle for Your Journey

Contact us for special group pricing

What are the Key Takeaways?

  • Learn how the standard can help you to provide higher impact consulting projects for your clients.
  • Use ISO 20700 to create a fully transparent project, strengthening the client – consultant relationship.
  • Be ready for clients who ask for the standard.
  • Strengthen your marketing efforts by promoting your global registration as an accredited user of the ISO 20700 Checklist. You will receive a certificate directly from ICMCI together with a logo to be used in promotions.
  • You will have an easy-to-use checklist that will ensure you and the client are on the same page with respect to deliverables and accountabilities throughout the project.
  • Empower the client to be a partner in the consulting process.
  • Have access to a potential marketing tool for CMCs by showing proof of alignment, and differentiates the CMC and deliverables from other providers
  • Create a roadmap that can be used to inform the client of their expectations and responsibilities during the project cycle.
  • Empower the client to be a partner in the consulting process.
  • Understand the differences between the CMC designation and the ISO 20700 Guidelines and how you can leverage them in your practice.

What will I receive from the training?

  • Training certificate issued by CMC-Global - ISO 20700:2017 Self-Declaration Checklist for Small, Medium and Large projects. 
  • ISO 20700 Checklist Trainee logo for use in personal communications and promotions.
  • Listing on iso20700.org website of ISO 20700 Checklist trained consultants  (Optional).
Here what consultants are saying about the ISO 20700 course
Sheila Carruthers, FCMC

“I liked the fact that I was practically a fly on the wall from a live, interactive, session and so could learn from others even though I was working through the materials alone. It was all useful and I plan to now use these materials in my work for myself and in working with my consulting colleagues.”

Sheila Carruthers, FCMC
Consultant
Jerome Knysh, CMC

“Adopting ISO 20700 can be a differentiator for management consultants, demonstrating their commitment to quality, improved client communication and best practices while setting them apart from competitors.

This course provides the valuable knowledge you need to develop that understanding in an efficient, effective and self-paced environment, in addition to earning CPD credit.“

Jerome Knysh, CMC
Vice President & General Manager
Lorne Boyle, FCMC

“Having the ISO 20700 designation not only builds your credential and improves the means by which you deliver your consulting service, it is yet another differentiator in how you, as a Certified Management Consultant bring a higher level of consulting to your clients.

This is SUCH a great course and has reinforced my practice.

Join in, you will be energized by the learning!"

Lorne Boyle, FCMC
Principal Consultant
Wilson Ho, CMC

“The ISO 20700 Checklist Training course provides confidence in the quality and completion of projects."

Cara Wolf, CMC

“I recently participated in the ISO20700 Checklist Training course offered through CMC Canada. This course was well designed and upon completion I could directly apply the material to my practice.

Although I have been a CMC for over 10 years, I found the information relevant and was a good refresher.

I recommend this course for all CMCs regardless of seniority."

Jeff Griffiths, FCMC

“A nice overview of ISO 20700, and provides some useful information on one way to use it within a practice. The checklists are good, standard tools.

Good discussions around the different interpretations of the checklist in different situations…”

Gregory Richards, FCMC

“In my view, following a clear consulting process greatly increases the likelihood of a successful project. The ISO 20700 checklist guides conversations with the client to ensure thorough understanding of the project and the roles of client and consultant.

The online course provides clear and understandable information on the standard and how it should be applied. The case studies are very helpful, and it was useful to listen to the discussion of others in the recording to understand how others might interpret the classification of different types of assignments.

I’ve read through the ISO 20700 documentation, but the course really helped me understand how to apply the guidelines and checklist.”

Gregory Richards, FCMC
Vice-Dean, Graduate Professional Programs
Sheila Carruthers, FCMC

“I liked the fact that I was practically a fly on the wall from a live, interactive, session and so could learn from others even though I was working through the materials alone. It was all useful and I plan to now use these materials in my work for myself and in working with my consulting colleagues.”

Sheila Carruthers, FCMC
Consultant
Jerome Knysh, CMC

“Adopting ISO 20700 can be a differentiator for management consultants, demonstrating their commitment to quality, improved client communication and best practices while setting them apart from competitors.

This course provides the valuable knowledge you need to develop that understanding in an efficient, effective and self-paced environment, in addition to earning CPD credit.“

Jerome Knysh, CMC
Vice President & General Manager
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