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 .

5000,00 LE

Responsável	Rehaf Foula
Última Atualização	18/10/2026
Membros	1

Curso
Avaliações

Management & services

1. Introduction

1Aulas ·
- 1.1 Welcome
  
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2. Introduction and Scope

3Aulas ·
- 2.1 Scope and Purpose of ISO 20700
  
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- 2.2 Key Terms and Definitions
  
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- 2.3 Guidance vs. Requirements and Applicability
  
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3. Principles and Organizational Policies

6Aulas ·
- 3.1 Regulatory Framework and Legal Awareness
  
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- 3.2 Stakeholder Engagement and Commitment
  
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- 3.3 Code of Ethical and Professional Conduct
  
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- 3.4 Project Governance, Capability and Communication
  
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- 3.5 Data Protection, Confidentiality and Intellectual Property
  
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- 3.6 Social Responsibility, Health & Safety, Risk and Quality Management
  
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4. Contracting (Pre-assignment and Agreement)

5Aulas ·
- 4.1 Contracting Process and Pre-assignment Understanding
  
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- 4.2 Agreement Contents: Context, Services and Deliverables
  
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- 4.3 Approach, Work Plan and Methodology
  
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- 4.4 Roles, Responsibilities and Acceptance Criteria
  
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- 4.5 Terms, Conditions and Legal Considerations
  
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5. Execution (Delivery and Management of the Assignment)

3Aulas ·
- 5.1 Refining and Implementing the Work Plan
  
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- 5.2 Assignment Management, Monitoring and Reporting
  
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- 5.3 Approvals, Acceptance and Change Management
  
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6. Closure, Final Evaluation and Continuous Improvement

3Aulas ·
- 6.1 Legal, Contractual and Administrative Closure
  
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- 6.2 Final Evaluation, Metrics and Lessons Learned
  
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- 6.3 Communication, Debriefing and Outstanding Issues
  
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7. Risk Management and Conflicts of Interest

3Aulas ·
- 7.1 Typical Risks and Mitigation (Annex G)
  
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- 7.2 Managing Conflicts of Interest (Annex E)
  
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- 7.3 Risk and Quality Management Integration
  
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8. Evaluating Capability and Quality Assurance

3Aulas ·
- 8.1 Annex F: Criteria to Evaluate Capability
  
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- 8.2 Quality Assurance, Review and Independent Checks
  
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- 8.3 Knowledge Management and Capability Improvement
  
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9. Stakeholder Engagement and Communication Planning

3Aulas ·
- 9.1 Identifying and Prioritising Stakeholders (Annex B)
  
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- 9.2 Engagement Strategies and Participation
  
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- 9.3 Communication Protocols and Reporting
  
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10. Practical Application, Templates and Case Exercises

3Aulas ·
- 10.1 Pre-assignment Understanding Activities and Checklists (Annex H)
  
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- 10.2 Templates: Agreements, Work Plans, Evaluation Matrices
  
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- 10.3 Simulation Exercises and Case Studies
  
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11. Annexes, Related Standards and Further Reading

3Aulas ·
- 11.1 Annex A: Supplementary information on ISO standards
  
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- 11.2 Annexes D, E, F, G: Practical Examples and Criteria
  
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- 11.3 Bibliography and Related Standards
  
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12. Summary

1Aulas ·
- 12.1 Summary
  
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