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ISO 20700

Here is what consultants are saying about the ISO 20700 course

The course instructor, Dwight Mihalicz is an accredited ISO 20700 Checklist trainer.

This course is delivered through the CMC Global Institute Learning Management system. You can take the course at your pace, and learn how to use the ISO 20700 Checklist in bite-sized pieces. The course includes document downloads, video clips, case observations, and a case study exercise.

“What I liked about the ISO 20700 checklist training is that it provides a guided structure. 

It assists in preplanning your initial meeting to make sure that all major discussion point are laid out.

It’s transparent and ethical.

Eddie Gutierrez, CMC

President , Blue Stone Capital Solutions LLC, Harlingen, Texas, USA

“When entering into engagement with clients, I always look for opportunities to establish clear communication channels and provide and reinforce a clarity of purpose. With the ISO 20700 training & certification I now have a valuable guideline that will assist me with these efforts.

The certification process was a good investment of time and Dwight is an excellent trainer!

I would recommend this tool for other consultants who want to improve their skill and improve their ability to serve their clients.

Tracy Brown, CMC

Founder and Principal, Meta Management Consulting, Geneva, Illinois, USA

“I look forward to proactively applying the checklist/process to a few of my current small clients. Based on the time I have spent with this process, and as a practicing consultant, I can see the value proposition of using this tool. It is flexible, covers all of the areas that one needs to interrogate, prior to, during and in completing a project. It could also provide members with potential access to a valuable database of approaches to client engagements.

I went back over a couple of completed assignments and applied this process as a test. That was really valuable in assessing what I could have done better for the client’s experience.

Thanks again for identifying ways to improve the effectiveness of the practice of management consulting by enhancing our toolkit.

Marvin Wilson

President and Founder, Performance Spectrums, Norfolk, Virginia, USA

“The ISO 20700 checklist is a great tool to use when working with clients. It outlines the deliberate conversations needed to bring clarity and understanding of the consulting process between a consultant and their client. The standard can be applied to both large and small projects and should be a guideline for all working agreements.

Thank you, Dwight for creating an ISO 20700 training program that was enjoyable and easy to do on my own time schedule. The quick videos for explanation and case study sessions were well done and allowed me to do each one separately to move through the entire course in one day, without interrupting my schedule.

Julia Demkowski

Founder & CEO, Stanford Management Consulting, Fredericksburg, Virginia, USA

“As a CMC, I am thrilled to have received the training for ISO 20700 which provides for me a framework I can use with my clients which will aid us in ensuring the quality of the work to be performed; that it, to ensure that all stakeholders have their expectations met. I find this both practical and ethical.

The background information helped me to understand the need for the checklist, and the case studies put the entire process into context. I strongly urge any practicing management consultant to invest in the ISO 20700 training to improve your practice through a framework of transparency and ethics.

Rich Cruz

Digital Marketing Strategy & Implementation Professional, Greater Chicago Consulting, Inc., Chicago, USA

“Thank you for the quality of all the modules and sections of the training, which
were well focused and rich in information and best practices The section that I really enjoyed was the application of the ISO 20700 checklist with the animation and role playing with the participants.

Since joining the community of certified consultants, I have enjoyed every opportunity to learn new skills, or improve and perfect others; it has been a great pleasure to have gone through the three modules with your rich explanations and the participation of other consultants in this practical work”

Said Kammas

Consultant Senior en Management des Organisations, CIMACEF, Préfecture de Tanger-Asilah, Morocco

“Thank you for putting together a great ISO 20700 course. I will use this checklist going forward to insure I check all the boxes for my practice. I recommend this course to every consultant, its just one more tool in the tool box. This is a good course for our professional development. If you don’t keep up, you’re going to get left behind. Keep up to date. Thank you, Dwight.”

Wayne Krebs

CEO & Founder, EMK Business Consulting LLC, Texas, USA

“The three reasons all consultants should consider ISO 20700 training are: (1) to ensure that your consulting process meets the current standard, (2) to make sure that your client understands – and agrees to – the process you are recommending for their consulting project, and (3) to be certain that your next potential client learns about ISO 20700’s process checklist from you and not your competitor.”

James J Talerico Jr

CEO & Founder, Greater Prairie Business Consulting, Inc., Las Colinas, Texas (DFW)

“A a professional management consultant you should look into ISO 20700 – an international standard on the processes used to improve understanding between consultants and their clients. As a CMC® it further augments my credentials in that the CMC® is about attestation of my competencies and the ISO 20700 about my processes both of which help differentiate me in a very crowded marketplace.”

David Norman

Chief Coach, The Consultants Peer Group, USA

“The training course for ISO 20700 checklist gave me insight and inspired me to deliver professional management consulting services to our clients. I recommend the course to anyone interested in management consulting or continuing development as a management consultant.”

Aldous Au

Consultant, Consultor Shaft, Macau

It is a great online training session which delivered the knowledge and approaches efficiently.

It is considered a milestone for the consultancy profession for improving the transparency and understanding between clients and management consultancy service providers and  in advancing the link between CMC’s and the ISO standard.

Wes Paterson

President at Paterson Consulting Inc. , Medicine Hat, Alberta, Canada

“A nice overview of ISO 20700, and provides some useful information on one way to use it within a practice. The checklists are good, standard tools.

Good discussions around the different interpretations of the checklist in different situations…”

Jeff Griffiths

Competency Geek at WorkForce Strategies International Inc, , Calgary, Alberta, Canada

It is a great online training session which delivered the knowledge and approaches efficiently.

It is considered a milestone for the consultancy profession for improving the transparency and understanding between clients and management consultancy service providers and  in advancing the link between CMC’s and the ISO standard.

Anis Jabsheh,

Adviser at the Supreme Committee for Delivery and Legacy (Qatar World Cup 2022), Qatar

“In my view, following a clear consulting process greatly increases the likelihood of a successful project. The ISO 20700 checklist guides conversations with the client to ensure thorough understanding of the project and the roles of client and consultant.

The online course provides clear and understandable information on the standard and how it should be applied. The case studies are very helpful, and it was useful to listen to the discussion of others in the recording to understand how others might interpret the classification of different types of assignments.

I’ve read through the ISO 20700 documentation, but the course really helped me understand how to apply the guidelines and checklist.”

Gregory Richards

Director, Executive MBA Program, Telfer School of Management, University of Ottawa, Canada

With my role overseeing the emerging market theatre, my schedule is usually scattered throughout the day.  Hence leaving one hour time slots becomes a challenge to secure.  Therefore, the ISO 20700 course in its current structure, made available the opportunity to plan my day and week with great flexibility and allowing me to work at my own pace.  The content was very comprehensive and covered all key aspects of the ISO20700 well.

Moreover, listening to the pre-recorded discussions by previous  registrants  along with the checkpoint quizzes of the course material were helpful to ensure proper comprehension.”

Hani Obeid

General Manager of Emerging Markets at NXN, United Arab Emirates

“This is one of the best pre-recorded online training sessions that I have attended. The instructor can deliver the knowledge easily and efficiently. The course added to my experience and gave me tools that I will use during my daily work from now on.”

Ali Abdelmoaty

Planning and Development Specialist at Dubai Municipality, United Arab Emirates

“As a challenger management consulting boutique, we are adopting the ISO 20700:2017 Guidelines for Management Consultancy Services as part of a wider framework to ensure consistency in quality and transparency to our clients. The training program provided by the International Council of Management Consulting Institutes (ICMCI) and delivered by Effective Managers has served as a catalyzer for adopting and operationalizing the ISO 20700:2017 framework.”

Johnny Kollin

Founder of Várri Consultancy, Dubai, United Arab Emirates

“I liked the fact that I was practically a fly on the wall from a live, interactive, session and so could learn from others even though I was working through the materials alone. It was all useful and I plan to now use these materials in my work for myself and in working with my consulting colleagues.”

Sheila Carruthers

Consultant, CSR Strategies Inc., Calgary, Alberta, Canada

“The most valuable thing was the Case study demonstration by consultants, this is helpful to improve critical thinking to see things from different perspectives”

Haidar Ali

Organizational Development Officer (OD), Almajdouie Holding, Saudi Arabia

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consult-dwightDwight Mihalicz has over 40 years of organization experience in a broad variety of organizations and situations. Over this period he has been required to focus on and solve a broad variety of complex problems in local, national, international and global settings. Throughout his career, he has developed extensive expertise in supporting improvement processes with large organizations.

Since 1999, as a management consultant he has consulted across all sectors and all sizes of organizations. This has given him experience in a broad variety of situations with a focus on organization alignment, and supporting the implementation of large change projects. In 2013 Effective Managers™ partnered with the Telfer School of Management at the University of Ottawa to conduct ground-breaking work on understanding the dynamics of manager effectiveness in the workplace.

He has formed a company, Effective Managers™, specializing in the improvement of productivity and effectiveness of managers. His focus is on working with CEOs and Heads of HR to help them improve organizational performance by helping managers to be more effective. He recently published a book, The Effective CEO: The Balancing Act that Drives Sustainable Performance, available on Amazon or the Effective Managers™ website.