ISO 20700 – Guidelines for Management Consultancy Services

ISO 20700, Guidelines for Management Consultancy Services, aims to help management consultancy service providers (MCSPs) and their clients improve transparency and understanding of their consultancy assignments, in order to achieve better results.

First published in June 2017, the appropriate application of this International Standard enables the service providers to reduce risk in management consultancy assignments, bring valuable expertise to an organization when initiating organizational growth and/or change and provide better value to its clients.

The ISO 20700:2017 Guidelines for Management Consultancy Services aims to “improve transparency and understanding between clients and management consultancy service providers, in order to achieve better results from consultancy projects.”

ICMCI ISO 20700 Self-Declaration Checklist

The self-declaration checklist is useful tool to be used as a guide for the Consultant and Client through the various steps of the project. It promotes transparency and initiates discussions to ensure that all required points are covered in agreement with each other.

  • To know how to handle and adapt the checklist for each project's specific needs - produce a declaration document
  • The use of the tools in the day to day practice - produce a term of reference
  • How to implement the declaration in proper contractual documentation.

In order to provide practical and hands on support for management consultants in demonstrating their work according to the ISO 20700, CMC-Global has developed a self-declaration checklist to the ISO 20700:2017 Guidelines for management consultancy services. This checklist, as well as the extent and the content of the it, are agreed individually by client and provider for each project. 

CMC-Canada is now offering this training exclusively to CMCs to ensure alignment and visibility within a global context. 

Upcoming Sessions: April 14-15 + April 28. Learn more. 

Why Attend the Training

  • Learn how the standard can help you to provide higher impact consulting projects for your clients.
  • Use ISO 20700 to create a fully transparent project, strengthening the client – consultant relationship.
  • Be ready for clients who ask for the standard.
  • Strengthen your marketing efforts by promoting your global registration as an accredited user of the ISO 20700 Checklist. You will receive a certificate directly from ICMCI together with a logo to be used in promotions.
  • You will have an easy-to-use checklist to get explicit agreement from the client of their expectations and accountabilities throughout the project.
  • Empower the client to be a partner in the consulting process.
  • Provides a potential marketing tool for CMCs by showing proof of alignment, and differentiates the CMC and deliverables from other providers
  • To be able to inform the client of their expectations and responsibilities during the project cycle.
  • Empower the client to be a partner in the consulting process.
  • Understand the differences between the CMC designation and the ISO 20700 Guidelines and how you can leverage them in your practice.


  • ISO 20700:2017 Self-Declaration Checklist for Small, Medium and Large projects. Training certificate issued by CMC-Global
  • ISO 20700 Trainee logo for use in personal communications and promotions.
  • Listing on CMC-Global site of trained consultants.  (Optional).