Guidelines for management consultancy services ISO Standard 20700 - - PowerPoint PPT Presentation

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Guidelines for management consultancy services ISO Standard 20700 - - PowerPoint PPT Presentation

Oct 13, 2022 236 likes •422 views

Guidelines for management consultancy services ISO Standard 20700 Background information and practical use. www.cmc-global.org Rob.bodenstein@cmc-global.org Who likes to buy the pig in a poke? What the society thinks What my mother thinks

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Guidelines for management consultancy services

ISO Standard 20700 Background information and practical use.

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www.cmc-global.org Rob.bodenstein@cmc-global.org

Who likes to buy the pig in a poke?

What the society thinks What my mother thinks What my clients think What my friends think What I think What it really is

The Definition in ISO 20700: 3.11 management consultancy service, MCS: set of multidisciplinary activities of intellectual work, within the field of management activities, which aims to create value

  • r promote changes, by providing advice and proposing or solutions, by taking into

account actions or by producing deliverables.

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Decision drivers

75 74 69 65 59 26 67 59 53 69 53 53 10 20 30 40 50 60 70 80 SYMPATHY, PERSONAL RELATION RECOMMANDATION SPECIALIST CONCLUSIV QUOTE PAST TIME EXPERIENCE WITH CONSULTANT APPEALING PROPOSAL Clients perspective Consultants perspective UBIT Austria / Gallup Consulting survey 2012, n=800

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Need for consulting services (non clients)

No need 78% Modest need 17% Medium need 3% High need 2%

UBIT Austria / Gallup Consulting survey 2012, n=800

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Consultants Confidence

No 30% Rather no 19% Rather yes 38% definitiv yes 10% No answer 3%

UBIT Austria / Gallup Consulting survey 2012, n=800

48% 49%

“Does a consulting service provider give more confidence, when following an international standard?”

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ISO 20700 and other standards

Profession Firm Client Person Code of Conduct / Ethics, Accredited MC Courses ISO 9001 Accredited Consulting Practices ISO 20700 „Management Consultancy Services“ CMC - Certified Management Consultant Akkreditierungen

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www.cmc-global.org Rob.bodenstein@cmc-global.org This standard, written from the perspective of management consultancy, applies to all MCSPs, whatever their size or specialism, including sole proprietors, partnerships, associations, governmental and non-governmental organizations, internal departments of corporations, etc. In summary, the guiding principles of this Standard are that it: a) is written as guidance; b) is applicable to all MCSPs; c) applies to organizations, not their internal resources; d) is based on outcomes; e) protects innovation and differentiation; f) emphasizes importance of understanding clients’ needs; g) is easy to understand; h) is easy to use.

What is the idea behind ISO 20700

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www.cmc-global.org Rob.bodenstein@cmc-global.org Development of the ISO Standard started in Milano 2014 and finished in Bejing

  • 2016. It will be published in May 2017

development of ISO 20700

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Initiated by ICMCI, chaired by Robert Bodenstein Austria 48 countries where actively involved in developing this standard on management consultancy services. In 4 plenary Meetings in Milano, London, two times in Toronto and once in Beijing and editing meetings in Milano, Paris, Vienna and a lot of telephone calls made that project come to live.

development of ISO 20700

ISO 20700

Chair Robert Bodenstein Austria 4 plenary meetings Editing meetings and telephon calls 48 countries

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Structure of the standard

A list of Terms and definitions Principle: The standard consulting process is the base of the standard i.e.

  • Contracting
  • Execution
  • Closure
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Structure of the standard

Policies in that process are

  • Awareness of regulatory framework
  • Stakeholder engagement and commitment
  • Code of ethical and professional conduct
  • Project governance
  • Capability
  • Communication
  • Data protection and confidentiality
  • Protection of intellectual property
  • Social responsibility
  • Health and safety
  • Risk and quality management

Ongoing evaluation and improvement Claims and dispute

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Structure of the standard

After listing the basic principles, the phases of the consulting process are described in detail:

Offering Execution Closure · General · General · General · Purpose · Purpose · Purpose · Input · Input · Input · Outcome · Outcome · Outcome · Contents · Contents · Contents

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www.cmc-global.org Rob.bodenstein@cmc-global.org Informative Annexes A to G are added

  • Typical stakeholders
  • Examples of guidelines for MCSPs for a code of conduct
  • Conflict of Interest
  • Examples of criteria to evaluate capability
  • Examples of guidelines for MCSPs for typical risk management
  • Examples of typical understanding activities “pre-project”

Annexes

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www.cmc-global.org Rob.bodenstein@cmc-global.org The aim of this standard is to improve

  • transparency and understanding
  • between clients and management consultancy service providers
  • in order to achieve better results from consultancy projects.
  • By improving
  • quality,
  • professionalism,
  • ethical behaviour
  • and interoperability of management consultancy,
  • this standard is intended to enhance
  • the effectiveness of the management consulting industry
  • and accelerate the development of the profession.

ISO 20700 aims at

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www.cmc-global.org Rob.bodenstein@cmc-global.org Appropriate application of the standard enables MCSPs to provide better value for clients and reduce risk in management consultancy assignments. The standard focuses only on the deliverables and outcomes. MCSPs are free to use their own methods and approaches. Inform your clients that you deliver your management consultancy services according to ISO 20700!

get involved!

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Q & A

Question Answer When will the standard be available? The Standard shall be published by May 15th 2017 Will there be a certification against the standard? NO Can the consultant show that he is following the standard? YES, CMC-Global will provide a check-list How can the consultant show this? “as provider of management consultancy services we deliver our services according to ISO 20700” How can the standard be

  • btained?

From the Standard Institute, CMC Global is working on an agreement