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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
• Build Business
• Attract and Retain Talent
• Boosts Management & Team Performance & Delivers ROI
• Creates Well-Being
Effective Managers & Leaders
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
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
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.
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
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
CMI Marking Service
• Ensures CMI endorsement
• Team of qualified markers
• Six week service level
• £30 per assignment
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
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
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
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