ISO 20700 – Guidelines for Management Consultancy Services

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 on a learning management system (LMS) 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.

Why Attend the Training

  • 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.


  • ISO 20700:2017 Self-Declaration Checklist for Small, Medium and Large projects. Training certificate issued by CMC-Global
  • ISO 20700 Checklist Trainee logo for use in personal communications and promotions.
  • Listing on website of ISO 20700 Checklist trained consultants  (Optional).