IGBS-SBDG · Professional Course
ISO 20700:2017 Guidelines for Management Consultancy Services — Practitioner Course
A practical course to help management consultants, business professionals, and organizational leaders apply ISO 20700:2017 guidance to improve transparency, client-MCSP relationships, project outcomes and professional practice, based on the standard's scope, principles and structured consulting process as described in ISO 20700:2017 .
12 modules
Structured curriculum
37 lessons
Online, self-paced
5000,00 LE
Course fee
About this course
A practical course to help management consultants, business professionals, and organizational leaders apply ISO 20700:2017 guidance to improve transparency, client-MCSP relationships, project outcomes and professional practice, based on the standard's scope, principles and structured consulting process as described in ISO 20700:2017 .
Course curriculum
Module 1
1. Introduction
- 1.1 Welcome
Module 2
2. Introduction and Scope
- 2.1 Scope and Purpose of ISO 20700
- 2.2 Key Terms and Definitions
- 2.3 Guidance vs. Requirements and Applicability
- 2.4 Quiz - Introduction and Scope
Module 3
3. Principles and Organizational Policies
- 3.1 Regulatory Framework and Legal Awareness
- 3.2 Stakeholder Engagement and Commitment
- 3.3 Code of Ethical and Professional Conduct
- 3.4 Project Governance, Capability and Communication
- 3.5 Data Protection, Confidentiality and Intellectual Property
- 3.6 Social Responsibility, Health & Safety, Risk and Quality Management
- 3.7 Quiz - Principles and Organizational Policies
Module 4
4. Contracting (Pre-assignment and Agreement)
- 4.1 Contracting Process and Pre-assignment Understanding
- 4.2 Agreement Contents: Context, Services and Deliverables
- 4.3 Approach, Work Plan and Methodology
- 4.4 Roles, Responsibilities and Acceptance Criteria
- 4.5 Terms, Conditions and Legal Considerations
- 4.6 Quiz - Contracting (Pre-assignment and Agreement)
Module 5
5. Execution (Delivery and Management of the Assignment)
- 5.1 Refining and Implementing the Work Plan
- 5.2 Assignment Management, Monitoring and Reporting
- 5.3 Approvals, Acceptance and Change Management
- 5.4 Quiz - Execution (Delivery and Management of the Assignment)
Module 6
6. Closure, Final Evaluation and Continuous Improvement
- 6.1 Legal, Contractual and Administrative Closure
- 6.2 Final Evaluation, Metrics and Lessons Learned
- 6.3 Communication, Debriefing and Outstanding Issues
- 6.4 Quiz - Closure, Final Evaluation and Continuous Improvement
Module 7
7. Risk Management and Conflicts of Interest
- 7.1 Typical Risks and Mitigation (Annex G)
- 7.2 Managing Conflicts of Interest (Annex E)
- 7.3 Risk and Quality Management Integration
- 7.4 Quiz - Risk Management and Conflicts of Interest
Module 8
8. Evaluating Capability and Quality Assurance
- 8.1 Annex F: Criteria to Evaluate Capability
- 8.2 Quality Assurance, Review and Independent Checks
- 8.3 Knowledge Management and Capability Improvement
- 8.4 Quiz - Evaluating Capability and Quality Assurance
Module 9
9. Stakeholder Engagement and Communication Planning
- 9.1 Identifying and Prioritising Stakeholders (Annex B)
- 9.2 Engagement Strategies and Participation
- 9.3 Communication Protocols and Reporting
- 9.4 Quiz - Stakeholder Engagement and Communication Planning
Module 10
10. Practical Application, Templates and Case Exercises
- 10.1 Pre-assignment Understanding Activities and Checklists (Annex H)
- 10.2 Templates: Agreements, Work Plans, Evaluation Matrices
- 10.3 Simulation Exercises and Case Studies
- 10.4 Quiz - Practical Application, Templates and Case Exercises
Module 11
11. Annexes, Related Standards and Further Reading
- 11.1 Annex A: Supplementary information on ISO standards
- 11.2 Annexes D, E, F, G: Practical Examples and Criteria
- 11.3 Bibliography and Related Standards
- 11.4 Quiz - Annexes, Related Standards and Further Reading
Module 12
12. Summary
- 12.1 Summary
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