Welcome to CMI Familiarisation Daywww.managers.org.uk/qualifications

Welcome and Overview

• Overview and how we work• Support available to centres and students

• Using our resources – Management Direct• Our Qualification portfolio

• Quality Assurance and compliance• Our approval process• Approval workshop & final Q&A• Close

please ask questions at any time

Our Vision...better led and better managed organisations

and Mission

increasing the number and standard of professionally

qualified managers and leaders

Outcome

improved personal and corporate performance, national

productivity and social well being

We are...

the only chartered professional body dedicated to

raising standards of management and leadership

across all sectors of UK commerce and industry.

By setting professional management standards – built

into our qualifications, membership and content – we

recognise individual capability and give employers

confidence in their managers’ performance.

Practical

Our accumulated knowledge and

experience makes us quick to respond by

dealing with things smartly, sensibly

and in a way which is

grounded in the real world

Professional

High standardsauthoritative and

credible, accountable and

ethicaladhering to our code of conduct

and practice

Progressive

We look forward

and believe that

things can be done better

Our Values and Brand Personality

Passionate

We want people to

engage with

us because we are

passionate

about making a

difference about the quality of managers

and leaders

Customer Insight &

Influencing

Customer Engagement

Service Delivery

Finance & Corporate Services

Our Internal Structure

2 out of 5 managers are not up to scratch

• Build Business

• Attract and Retain Talent

• Boosts Management & Team Performance & Delivers ROI

• Creates Well-Being

Effective Managers & Leaders

32%23%

Organisational performance People performance

MLD Builds Business

The three management megatrends that will help you become a better manager:

1. From exclusive to inclusive

2. From controlling to coaching

3. From competitive to collaborative

Three Megatrends Will Help

CMI - Products/Markets

*Employers

*Learning organisations

*Partners

*Individuals

Accreditation

Training and consultancy

Content

Membership

Our team are here to help you get the most from CMI

• Your Quality Manager – compliance and quality assurance

• Your supporting Quality Team moderation

• Your Customer Service team first contact incl. registrations, certification, marketing and system/process support

• Your Markers and Moderators via our Hub system

• Invited to events including Training and Development Days

• Regular updates of news and any changes and sharing good practice

Supporting You to Achieve

CMI Support for Centres and Their Learners

Main Elements of the Support Offer

1. Benefits of CMI membership, particularly ManagementDirect̶< available to nominated Centre staff (of which you can nominate

six per centre)̶< available to your students who are studying a CMI qualification

Main Elements of the Support Offer

2. Option to purchase CMI learning materials̶< Pathways print and PDF ̶< E-learning ̶< Group learning toolkits

Benefits of Membership

• Increase your marketabilityMembership of the CMI says more about your professional standing and ability than qualifications alone – and gives you the recognition that comes with letters after your name and the opportunity to become a Chartered Manager. 

• Perform better Offering a wide range of practical professional resources, CMI membership will not only enhance your employability, but help take your professional practice to the next level and beyond.

• Access professional networksThe CMI gives you plenty of networking opportunities, face-to-face at our frequent local and national events, in online forums and through our professional networks

Membership of CMI pays for itself many times over, not only in monetary terms but also the incalculable effect it has on your career –

Benefits of Membership

• Professional recognition- Postnominals, qualifications, Chartered Manager

• Magazines- Professional Manager and Management Today*

• Regular communications - Keeping you up to date with the latest management news

and thinking

• Information Services - ManagementDirect, Content helpline, CMI Library

• Professional development - CPD, Career support, Find a job, Redundancy support

*Professional Manager is supplied in electronic format for some types of membership. Affiliate members must pay an additional fee if they wish to receive Management Today

• Practical tools - Legal helpline, BusinessHR, PI insurance

• Networking opportunities - National, regional & branch events, plus online

networking and social media

• Opportunity to be a Chartered Manager via a range of routes including through completion of specific CMI qualifications

• Benefits available during studies and can be continued as an invaluable asset to boost career progression

Benefits of Membership

ManagementDirect

Key benefits for Centres and your students

• Resources for both teaching and learning• High quality information – it isn’t trying to sell you anything• Resources to suit all learning styles

- Multimedia: videos, podcasts, e-learning

- Documents: checklists, document outlines, management models

- Library resources: books, journal articles• Demonstrable value: other managers are using these resources!

- 112,000+ checklists downloaded in the last 12 months• CMI Library – the book you need posted to you the same day free of

charge• Direct access to other CMI services, e.g. CPD, Content helpline,

CMI library

Content Helpline

Key benefits

• An experienced researcher, available to help you 9.00am - 5.00pm Monday to Friday on the phone or 24/7 via the website/email

• Quality of response – our researchers have in excess of 60 years experience between them of identifying the best information on M&L, whether from CMI’s own resources or from the wider web

• Speed of response – within one working day and usually the same day.

Continuing Professional Development (CPD)

Key benefits

• We record the CPD you do with CMI so that you don’t have to. - You can then focus on the most important aspect of CPD –

the learning outcomes and impact at work

• Self assessment tests to identify your development needs against the National Occupational Standards for Management and Leadership

• Easy to produce activity reports to use at appraisals, to show potential employers, to support study or as personal learning log

• Can support studying members with units relating to personal development

Career Support

Key benefits

There are over 1,000 websites advertising vacancies in the UK. Where do I start looking?

• ‘Find a Job’ - Immediate access to over 200,000 vacancies nationwide

• Represents about 1 in 3 of all jobs advertised online

• Easy to use search engine enables you to find jobs near you

• Option to upload CVs for employers to browse

Legal Helpline 01536 207400

Key benefits

• Confidential callback within an hour from an advisor specialising in the field of law you require

• All advisors are qualified lawyers with at least 5 years experience

• Covers most areas of UK law (excludes commercial property and immigration issues)

• Would cost £35 a call to access independently – free of charge to members

BusinessHR

• Practical tools, templates and guidance

• Monthly e-newsletter on legislative changes

• Free “HR Audit” to assess risk

• Ideal benefit for SMEs – would cost £360 to buy independently – free of charge to members

CMI Community & Social Media

• CMI community features include:̶< Discussion forums̶< Professional Networks̶< Branch networks at http://www.managers.org.uk/CMIacrosstheUK

• You can also find us at:

www.linkedin.com/companies/chartered-management-institute

http://twitter.com/cmi_managers

www.facebook.com/bettermanagers

www.youtube.com//user/cmimanagers

CMI Learning Materials

• Strategic aim is to support Institute qualifications with comprehensive learning materials where commercially feasible

• Multiple formats:

- Print workbooks

- PDF licences (for own printing)

- Interactive e-learning

- Group Learning Toolkits• Flexible buying options• Intended to support blended learning delivery• ManagementDirect and other membership services• Research-informed development

- Centre users (e.g. Level 7 research, regular questionnaires)

- L&D market generally

Core Management and Leadership Qualifications - What’s Available?

Print PDF Group Learning Toolkits

Level 3* *

Level 5* * *

Level 7 * *

(not VLE)

Print Workbooks

• Coverage of learning outcomes• Clear and accessible format to encourage self-

development• Reflective activities• Scenario-based activities• Self-assessment tests• Tutor Guide• Student Guide• Extracts available to inspect on website

PDF Licences

• Annually renewable licence

• Enables printing of own co-branded versions (Centre

and/or client logos)

• Permits combination with own materials

• May provide flexibility and cost advantage

• Permits load into secure LMS/VLE (not L7)

• Pricing by user band

Group Learning Toolkits

• Plans and resources to support group learning activities and blended learning for CMI qualifications, including:

- Guidance on Group induction and pre-workshop activities and reading

- A full outline for a one-day workshop programme- A set of customisable Powerpoint slides for use in the workshop- Handouts and reflective exercises for use both in the workshop

and beyond- In total, around 50 pages of PDF content and 30-40 Powerpoint

slides plus guidance on customisation (adding your own logo)• Initially available for all 16 units of the Level 5: Management and

Leadership• High value content assets specifically created to meet the learning

outcomes of CMI qualifications (rather than being generic materials) • Tried and tested with CMI’s own employer clients having received

high client and learner satisfaction ratings

Group Learning Toolkits

Professionalising Management Works

Chartered Manager

• Gives independent recognition of management skills:“Chartered Manager broadens the perspective of our managers, many of whom are

highly skilled in a technical occupation. It helps us offer them career development across a range of roles and lets them know that the business values them and is

investing in them”

Stuart Godden, Engineering and Commissioning Director of BAE Systems Maritime – Submarines

• One of the top three most effective ways to develop abilities

• Demonstrates commitment to professional development & helps retain talent

• Pays Out: Chartered managers deliver an average of £362K to their organisations!

For More Information....

For more information on the resources available to

centres, how to promote your centre, and

Chartered Manager status, please contact your

Account Manager.

Qualifications and Standards

CMI Qualifications Portfolio

CMI Qualifications Portfolioand Frameworks

Qualification Credit Framework

Scottish Credit Qualification Framework

(SCQF)

European Qualification Framework &

National Framework of qualifications for

Ireland

CMI Qualifications Portfolio and Qualification Sizes

Diploma/ Extended

Diploma 37 or more

credits

Certificate 13 to

36 credits

Award 1 to12 credits

CMI Qualifications Development Cycle

Qualification Consultation June &

July

Unit Writing & Consultation Aug to

Oct

Submit qualification for accreditation Nov

& Dec

Marketing & Training of new qualification

Jan to April

Qualification LaunchSep

CMI Qualifications Development and Review Cycle

CMI will give centres a 12 month transition from an old qualification ending and the new starting

Qualifications Target Market

Aspiring Manager

QCF SCQF

Level 2 Level 5

Level 3 Level 6Level 4

Level 5Level 6 Level 8

Level 7Level 8 Level 10

Junior Manager

Middle Manager

Senior Manager

CMI – Optional Units

Being a

Leader

Introduction

to 1st Line

Management

Resource Planning Corporate

Social Responsibility

Improving Team

Performance

CMI Extended DiplomasFlexibility in the Optional Units

Group BOptional Units

Group COptional Units

Management & Leadership Qualifications (NVQ)

CMI offers NVQ qualifications. These these qualifications were developed with CfA (Council for Administration). The qualifications are based on the National Occupational Standards in Management and Leadership.

• Level 2 NVQ Certificate in Team Leading• Level 3 NVQ Certificate in Management• Level 5 NVQ Diploma in Management• Level 7 NVQ Diploma in Management

Management & Leadership Apprenticeship Level 2

Competence QualificationCMI Level 2 NVQ Certificate in Team Leading

Knowledge QualificationCMI Level 2 Certificate in Team Leading

Employee

Rights

And

Responsibilities

Personal

Learning

and

Thinking

Skills

Key SkillsLevel 1 Key Skill in

English/Communication

Level 1 Key Skill in Mathematics/Application of Number

Level 1 Key Skill in ICT

Functional SkillsLevel 1 Functional Skill in English/Communication

Level 1 Functional Skill in Mathematics/Application of Number

Level 1 Functional Skill in ICT

Or

Guided Learning HoursThe total on- and off-the-job GLH for the framework is 535 hours

The total off-the-job GLH is 260 hours (49% of total GLH) for the framework, which takes an average of 12 months to complete

Specialist Qualifications

CMI Marking Service

• Ensures CMI endorsement

• Team of qualified markers

• Six week service level

• £30 per assignment

CMI Quality Assurance

Q is for Quality

CMI Approved Centre Contacts

Each CMI Approved Centre will have the following dedicated contacts:

Account Manager

Advises on: CMI products &

services

Quality Manager

Monitors centre and advises on:

Teaching, Learning &

Assessment

Customer Data Administrator

Advises on: Registrations &

Routine enquiries

The Quality Assurance Process

The role of the Approved Centre is to ensure:

• That all administration and assurance processes are to a quality

standard

• All information received is communicated to the relevant people

• Marketing and promotion of CMI qualifications

• Training of Centre staff

• Advise CMI of any changes to Centre staff

CMI Approved Centre Roles

Assessor

Internal Verifier

Programme Director

Deliverer/Lecturer/Tutor

Administrator

The Quality Assurance Process

The Programme Director must:

• Oversee the delivery, assessment and internal verification of

CMI qualifications

• Ensure quality assurance to CMI requirements

•Be the main point of contact for the Centre

•Keep all centre staff informed of any CMI updates

The Quality Assurance Process

The Deliverers/Lecturers/Tutors must be:

• Qualified teachers or hold a CMI approved teaching qualification

• Qualified to the level they are delivering to or above

• Occupationally competent to teach the unit they are delivering

• Familiar with CMI units and qualifications

• Actively maintaining their occupational competence

The Quality Assurance Process

The Assessor must be:• Qualified

And ensure:-

• They are occupationally competent to assess in the subject they

are assessing

• Familiar with CMI units and qualifications

• Actively maintaining their occupational competence

• Qualified to the level they are delivering to or above

The Quality Assurance Process

The Internal Verifier must:

• Hold Verification qualifications

And ensure:-

• The assessment is valid and consistent

• Consistent monitoring and sampling of assessment

• Accurate records of assessment and verification are kept

• Qualified to the level they are delivering to or above

CMI Quality Assurance

The role of an Awarding Body is to ensure:

• Units and qualifications meet regulatory requirements

• The delivery and assessment of its qualifications are compliant with

conditions

• CMI approved centres are meeting CMI requirements

CMI Quality Assurance (1)

The role of a Quality Manager is to ensure:

• The quality and consistency of CMI qualifications

• The centre are meeting the regulatory bodies quality and

monitoring requirements

• Approving Centre Staff

• If standards fall below CMI requirements an action plan will be

issued and a deadline agreed

CMI Quality Assurance (2)

The Quality Manager will:

• Be your main point of contact

• Visit your centre at least once a year

• Conduct an on-site audit using standardised pro formas

• Create an action plan for your centre

• Advise on Teaching, Learning and Assessment

• Work with you to ensure compliance with Awarding Body

requirements

CMI Quality Assurance Team

Quality Manager

Lead Moderator

Moderator Marker

Marking Process: Internally Marked/IV’d by Centre & Moderated by CMI

Centre selects optional units in PAR

Centre adds cohort ready to upload assessment for

moderation

Centre uploads assessment brief, IV

feedback, learner assesment and

assessor feedback

Moderator is alerted that assessment has

been uploaded for moderation

Moderator reviews documents and either agrees or disagrees with Centre marking

If agreed, Centre is alerted that

assessment has been moderated and

results are signed off on PARIf disagreed, Centre

is alerted that assessment has been

moderated and disagreed. Centre addresses issues

based on Moderator feedback

Marking Process Externally Set and Externally Marked by CMI

CMI Approved Centre sends assignment to be marked

externally

Assignment sent from CMI to Regional Marker for

assessment

Marker assesses assignment and sends to Lead Moderator

for moderation

Results returned to CMIResults returned to Centre via

email to Centre Contact

Results updated internally. Certificate printed and posted

as required

Workshop – BDMs & QMs

Centre Support Documentation

All CMI Approved Centres have access to the following support documents:

• CMI Approved Centre Handbook• Assignment Briefs• Assessor Templates• IV Templates• HUB Guidance for each process• Learner Authenticity Statements

CMI Approved Centre Handbook

• http://www.managers.org.uk/sites/default/files/u47529/CMI%20Approved%20Centre%20Handbook%20V5.pdf

• This handbook gives guidance to help you to develop your centre and helps to ensure that you are complying with the requirements of both CMI and the regulatory bodies

• It provides useful links to forms and policies on our website to support your centre

• CMI contact details

• We recommend that you refer to this manual regularly as many of our common queries are answered within it

On-line Approval ProcessSections 3 – 8 to be Completed

• Web based system – “The HUB”

• Allocated CMI Quality Manager to provide guidance

• Complimentary membership whilst completing the approval

process

• Supported by Customer Data Administrator – technical queries

• Guidance notes

Menus

Confirmation of Approval

• Email confirming approval agreed, followed by:

• Letter and declaration of approval

• Partnership agreement

• Group membership form

• Invoice

• Centre plaque

Approval Headings

1. Introduction and Guidance

2. Centre Details – please check for accuracy

3. Centre Management and Quality Assurance Systems

4. Centre Staff and Resources

5. Equality, Diversity, Health and Safety Related Policies

6. Learner Support

7. Programme, Assessment and Verification Plans

8. Staff Details and CV’s

Q&A

Thank You and Welcome to CMI!