The CMC-Global Project Self-Declaration Checklist

By: Peter Milsom, FCMC, GPM Global

Welcome to the second of three blogs on how Canadian Certified Management Consultants (CMCs) can differentiate themselves with the new ISO 20700 standard and provide additional benefits both to ourselves and more importantly our clients on projects. A sample of the check list is provided within this blog.

I will be working with CMC-Canada to provide a free 20-minute Webinar on Thursday July 11 about the basics for ISO 20700:2017 and the CMC-Global Checklist. Later on Tuesday July 23, CMC-Canada and I will be offering a two hour paid webinar. Attendees for the two hour webinar will receive all of the CMC-Global Checklist material once signed up, and the Webinar will go through a case study to show how to use the Checklist material. 

The CMC-Global ISO 20700:2017 Project Self-Declaration Checklist was introduced in 2018. It provides a value-added service offering for management consultants who undergo training on ISO 20700, where they will be authorized and recognized as able to self-declare their projects with their clients to be ISO 20700 compliant by an independently recognized authority. In Canada, we are working with CMC-Global to train up Canadian CMCs on this Checklist.

My personal experience of the benefits of the checklist are based on actively working on the ISO 20700 Guidelines, taking the official training last year, teaching the course several times already and using the checklist material on several engagements are the following: 

  • Accredited by CMC-Global to self-declare and "stamp" your project compliant with ISO 20700;
  • Your clients will be aware of what the international community has established as the base requirements for a management consulting engagement which will help set expectations and raise awareness;
  • You will be able to highlight how Canadian CMCs operate at a much higher level of maturity than the rest of the world because of our Code of Conduct;
  • A clear understanding of the differences between the CMC designation and the ISO 20700 Guidelines, for both the CMC and the client;
  • Recognized by CMC-Global as trained in ISO 20700 by CMC-Global;

CMC-Global defines the Benefits of the Project Self-Declaration Checklist are that it:

  • enables ISO 20700:2017 to be actionable
  • enables ISO 20700:2017to be used as a checklist
  • includes the full extent of the standard
  • can be adapted to accommodate different types/sizes of projects:
    • duration,
    • cost,
    • impact,
    • client relationship…etc.
  • provides other factors that it can be adopted to including:
    • a standard or customized offering
    • local or cross border
    • government or private funded
    • industry specific…etc.

The Aim of the Project Self-Declaration Checklist:

  • is to be used as a guide for the Consultant and Client through the three steps of the project and ensure that all required points are covered in agreement with each other.

The Content of the Project Self-Declaration Checklist:

  • Includes the full requirements of the standard.
  • However, the extent and content of the self-declaration are individually tailored and agreed between client and consultant for each project.
  • They will vary typically on the type of project based on factors such as size of project, duration, cost, impact, client relationship; standard or customized offering; local or cross border; government or private funded; industry specific…etc.

An example of both the guidelines and the checklist are provided below.

An example of Policies and Regulatory Framework included in the Guidelines:

An example of the checklist dealing with the Regulatory Framework:

You will receive the following as part of the training:

We recommend that you review all of the material before the training session, with an emphasis on the case study and the templates.

The course does not include the ISO 20700:2017 Guidelines for Management Consultancy Services, but it is recommended that it is a sensible addition to add to your professional library. To purchase this you can try the following: of July 2019 the rough cost was CHF 138 (138 Swiss Francs) or 185(ish) Canadian.

We will provide more of the benefits of the CMC-Global Project Self-Declaration Checklist in the following blog post. And we encourage you to use this blog post to post any questions, comments, or specific discussion items you would like addressed in the free or paid Webinar.


About the Author - Peter Milsom, FCMC, GPM Global

Peter Milsom helps organizations understand what sustainability means to them, to maximize their benefits and value while minimizing costs and threats. He does this by helping organizations at all levels from the c-suite to the front lines understand what all of the elements of sustainability are, and helping them prioritize and focus on those areas that make the most sense. His area of focus in the sustainability space is change delivery or projects. Peter has also worked on several international standards, and is currently the Convenor of ISO 21502 Guidance on Project Management, and is the Secretary of the ISO 31000 Implementation Guidance Handbook. Peter is currently a Board Member of CMC-Ontario.

He is a contributing author: Sustainable Project Management - The GPM Reference Guide, 2nd Edition; The GPM P5 Standard for Sustainability in Project Management v1.5.