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Contents
Page
Introduction 3
About these qualifications
Titles and qualifications reference numbers 3
Accreditation dates 3
Qualifications summary 3
Progressions 3
Credit values and rules of combination for the qualifications 4
Relationship to the National Occupational Standards for Management and Leadership 5
Assessment and Verification 6
What is expected of the learner? 6
Projects 7
External Assessment 7
Recognition of Prior Learning and achievement 8
Support for Centres 8
Units 8
Unit 7001 Personal development as a strategic manager 9
Unit 7002 Strategic performance management 10
Unit 7003 Financial management 11
Unit 7004 Strategic information management 12
Unit 7005 Conducting a strategic management project 13
Unit 7006 Organisational direction 14
Unit 7007 Financial planning 15
Unit 7008 Strategic marketing 16
Unit 7009 Strategic project management 17
Unit 7010 Organisational change 18
Unit 7011 Strategic planning 19
Unit 7012 Human resource planning 20
Unit 7013 Being a strategic leader 21
Unit 7014 Strategic leadership practice 22
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Strategic Management and Leadership Centre Assessment Guidance
Introduction
This document aims to support CMI Centres in the delivery, assessment and verification of the
Level 7 Qualifications in Strategic Management and Leadership. It should be used in conjunction
with the CMI Centre Code of Practice.
Accreditation dates
These qualifications are accredited from 1st September 2008, which is their operational start date
in Centres. The accreditation ends on 31st December 2010, and the final date for certification is
31st December 2013.
Qualifications summary
These qualifications are designed for managers who have the authority and personal inspiration to
translate organisational strategy into effective operational performance. The qualifications require
managers to build on their strategic management and leadership skills and to focus on the
requirements of implementing the organisation’s strategy.
Although the qualifications can be offered to learners from age 18, in practice the majority of
learners at this level would be expected to be over 19. The Institute does not specify entry
requirements for these qualifications, but Centres are required to ensure that learners admitted to
the programme have sufficient capability at the right level to undertake the learning and
assessment.
The qualification is offered in the medium of the English Language. The qualification can be
offered by Centres in languages other than English – Centres wishing to do this should refer to the
relevant section of the CMI Centre Code of Practice for guidance.
Progressions
The qualifications provide opportunities for progression to other qualifications at the same or
higher levels, which could also be work-based or more academically structured. The qualifications
also support learners in meeting the requirements for work and/or employment within all areas of
management and leadership at this level.
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Table 1 – Units and rules of combination for Level 7 Award and Certificate
Award - need to complete any combination of units to a minimum of 6 credits to achieve the
qualification. Range of guided learning hours: 20 - 35
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Diploma - Learners need to complete all core units (Group A) and three optional units (Group B)
to a total of at least 66 credits to achieve the qualification. Range of guided learning hours: 230 -
260
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The Centre’s assessment plan, to be agreed with the external verifier, should include a matrix for
each qualification showing how each unit is to be assessed against the relevant criteria and which
specific piece or pieces of work will be identified in relation to each unit. It should also show how
assessment is scheduled into the delivery programme.
In designing the individual tasks and activities, centres must ensure that:
• the selected assessment task/activity is relevant to the content of the unit
• there are clear instructions given to learners as to what is expected
• learners are clearly told how long the assessment will take (if it is a timed activity), and what
reference or other material they may use (if any) to complete it
• the language used in the assessment is free from any bias
• the language and technical terms used are at the appropriate level for the learners
In addition to the specific assessment criteria in each unit, the learner’s work must be:
• accurate, current and authentic
• relevant in depth and breadth
Learners’ work for Institute purposes is given either a “pass” or “fail” result. There is no grading
for Institute qualifications, and external verification of learners’ work only confirms that the
required criteria for achievement have been met. Centres are, however, free to apply their own
grade scales, but it must be understood that these are completely separate from the Institute
qualification.
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In some instances, as well as written work, use can be made of technology. It is important,
however, to ensure sufficient traceability for assessment and verification.
The written word, however generated and recorded, is still expected to form the majority of
assessable work produced by learners at Level 7. The amount and volume of work for each unit at
this level should be broadly comparable to a word count of 3000 - 3500 words.
Centres and learners are encouraged to use methods of presenting data, analysis and information
other than straightforward narrative text. In the appropriate contexts, tables, graphs, pie charts,
diagrams and illustrations are just as demanding on the learner.
Projects
Whilst there is no requirement for an overarching project, learners on the Diploma must complete
unit 7005 - Conducting a management project. The word count for this must be a minimum of
3000 - 3500 words, although learners may complete a larger, more in-depth piece of work if this
is appropriate.
The project for unit 7005 is expected to be work focused, and to demonstrate the learner’s
knowledge, understanding and application of aspects of management, while addressing a “live”
issue within the learner’s area of responsibility.
Centres may use a project to integrate the assessment of two or more units. However, where they
choose to do this, it must be clearly possible to separately identify the achievement of each
individual unit.
External Assessment
There is no Regulatory requirement for external assessment. However, the Institute offers the
additional service of external assignment to centres, who wish to use Institute devised and
assessed units as part of their programme. Further information on this service and the units for
which it is available appears on the website www.managers.org.uk/qualifications
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The Qualifications and Credit framework is based on the principle of credit accumulation and
transfer. Within this suite of qualifications, learners have the opportunity to build their
achievements from a single unit into a full Diploma. The Institute will publish on its website which
units and qualifications from other Awarding Bodies can be recognised for credit transfer and
exemption. Credit transfer in the QCF will be based on confirmation of achievement of QCF
numbered units.
There will of course still be instances where learners will wish to claim recognition of prior
learning which has not been formally assessed and accredited. In those instances, Centres are
free, after discussion and agreement with their External Verifier, to allow these learners direct
access to the relevant assessment for the unit, without unnecessary repetition of learning.
Details of the process for recording such RPL (Recognition of Prior Learning) are included in the
CMI Centre Code of Practice.
Staff at Approved Centres are offered group membership of CMI, enabling them to access all the
support and information available to their learners. More information about what is available is
detailed in the CMI Centre Code of Practice, and via the website
www.managers.org.uk/qualifications
Units
The content of the units for the Level 7 suite of qualifications follow.
Accessing the units via the CMI website will enable Centres also to access support and reading
material from the Study Resource Centre.
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Unit aim: This unit is about the leadership skills required by a manager to
operate effectively at a strategic level.
1. Be able to identify personal 1.1 Analyse the strategic direction of the organisation
skills to achieve strategic
ambitions 1.2 Evaluate the strategic skills required of the leader to
achieve the strategic ambitions
1.3 Assess the relationship between existing, required
and future skills to achieve the strategic ambitions
3. Be able to evaluate the 3.1 Assess the achievement of outcomes of the plan
effectiveness of the against original objectives
leadership development
plan 3.2 Evaluate the impact of the achievement of
objectives on strategic ambitions
4. Be able to promote a 4.1 Assess the impact of corporate and individual health
healthy and safe and safety responsibilities on the organisation
environment that supports
a culture of quality 4.2 Estimate an organisational culture of quality on the
achievement of strategic ambitions
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Unit aim: This unit is about ensuring that the performance of the team
contributes to meeting strategic objectives.
1. Be able to set performance 1.1 Assess the links between team performance and
targets of teams to meet strategic objectives
strategic objectives
1.2 Evaluate tools and techniques available to set team
performance targets
3. Be able to monitor actions 3.1 Assess the process for monitoring team performance
and activities defined to and initiate changes where necessary
improve team performance
3.2 Evaluate team performance against agreed
objectives of the plan
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Unit aim: This unit is about understanding financial data, and developing and
making judgements on proposals against strategic objectives.
1. Be able to analyse financial 1.1 Determine how to obtain financial data and assess
data its validity
2. Be able to assess budgets 2.1 Identify how a budget can be produced taking into
based on financial data to account financial constraints and achievement of
support organisational targets, legal requirements and accounting conventions
objectives
2.2 Analyse the budget outcomes against organisation
objectives and identify alternatives
3. Be able to evaluate financial 3.1 Identify criteria by which proposals are judged
proposals for expenditure
submitted by others 3.2 Analyse the viability of a proposal for expenditure
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Unit aim: This unit is about using management information to inform and
support strategic decision making.
1. Be able to understand the 1.1 Identify the features of data and information
impact of management
information on decision 1.2 Determine the criteria to be applied when selecting
making data and information to support decision making
3. Be able to use information 3.1 Analyse information to identify patterns and trends
to inform and support
strategic decision making 3.2 Evaluate a range of decision making tools and
techniques available to support a strategic decision
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Unit aim: This unit is about identifying, researching and producing the results on
an investigative project, and evaluating its impact.
2. Be able to conduct 2.1 Identify sources of data and information that will
research, using sources, support the aim of the project
and synthesise data and
options 2.2 Synthesise the data and information for options or
alternatives that support the project aims
3. Be able to draw conclusions 3.1 Evaluate the research analysis to enable conclusions
and make to be made
recommendations that
achieve the project aim 3.2 Recommend a course of action that achieves the
project aim
4. Be able to develop and 4.1 Evaluate the medium to be used to present the
review the results of the result of the project
investigative project
4.2 Produce the results of the investigative project
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Unit aim: This unit is about reviewing strategic aims and objectives, analysing
progress towards achievement and evaluating alternatives.
1. Be able to review and 1.1 Identify the current strategic aims and objectives
determine the
organisational strategic 1.2 Undertake an evaluation of the component parts of a
aims and objectives strategic plan
2. Be able to identify and 2.1 Apply a range of strategic analysis tools to audit
analyse progress towards progress towards strategic aims and objectives
organisational strategic
aims and objectives 2.2 Review and assess the expectations of all
stakeholders and their influence upon the organisational
strategy
3. Be able to determine and 3.1 Identify and develop a range of alternative strategic
evaluate strategic options options to meet strategic aims and objectives
to support a revised
strategic position 3.2 Determine and justify the strategic option that
meets the revised strategic position
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Unit aim: This unit is about identifying, developing, agreeing and monitoring a
financial plan that supports strategic objectives.
1. Understand how the 1.1 Explain how the strategy of the organisation impacts
financial plan supports the financial plan
strategic objectives
1.2 Identify the component parts of a financial plan
2. Understand the construction 2.1 Identify the level of importance of each component
of a financial plan of the plan
3. Understand how to promote 3.1 Discuss how the plan supports strategic objectives
the financial plan in support
of strategic objectives 3.2 Outline an approach to gain agreement for the
financial plan
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Unit aim: This unit is about identifying, developing, agreeing and monitoring a
marketing plan that supports strategic objectives.
1. Understand how the 1.1 Explain how the strategy of the organisation impacts
marketing plan supports on the marketing plan
strategic objectives
1.2 Identify the component parts of a marketing plan
2. Understand the construction 2.1 Identify the levels of importance of each component
of a marketing plan of the plan
3. Understand how to promote 3.1 Discuss how the plan supports strategic objectives
the marketing plan in
support of strategic 3.2 Outline an approach to gain agreement for the
objectives marketing plan
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Unit aim: This unit is about the development of a project plan and its impact on
strategic objectives.
1. Understand the impact of 1.1 Assess the purpose of project planning and
projects and project management
management on strategic
objectives 1.2 Analyse how projects impact on the strategic
objectives of an organisation
2. Understand the elements of 2.1 Describe the roles of a project sponsor and other
a project process and plan project stakeholders
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Unit aim: This unit is about identifying and developing change strategies to meet
organisational objectives.
4. Understand how to evaluate 4.1 Identify the processes to review the impact of the
the impact of change change
strategies
4.2 Analyse the results of the impact review
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Unit aim: This unit is about the purpose, direction and implementation of
strategic plans.
1. Be able to understand the 1.1 Identify the organisational strategic aims and
purpose of a strategic plan objectives
2. Be able to select a strategic 2.1 Determine the alternative strategic options available
direction from analysis of
alternative strategic options 2.2 Assess priorities and the feasibility of alternative
options
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Unit aim: This unit is about the role of human resource planning and the links
with strategic objectives.
1. Understand how the HR 1.1 Assess the strategic importance of current, future
plan supports the strategic and anticipated HR requirements
objectives
1.2 Analyse how HR planning impacts on the strategic
plan
2. Understand the legal and 2.1 Evaluate the current legal requirements influencing a
organisational frameworks HR plan
for the employment of staff
2.2 Describe a process for recruitment and selection of
new staff (external candidates) that complies with
current legislation and organisation requirements
3. Understand the effect of the 3.1 Discuss how organisational culture affects
organisational environment recruitment and retention of staff
on staff
3.2 Assess work life balance issues and the changing
patterns of work practices
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Unit aim: This unit is about strategic leadership skills and the understanding of
ethical and cultural issues within the organisation.
1. Understand the 1.1 Analyse the impact of the organisation’s culture and
organisation’s ethical and values on strategic leadership
value-based approach to
leadership 1.2 Discuss how organisational specific, legal, regulatory
and ethical requirements impact on strategic leadership
demands
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Unit aim: This unit is about the links between strategic management and
leadership, key leadership principles, theory and organisational
strategy.
2. Understand leadership 2.1 Evaluate the role of the strategic leader in the
principles that support creation of the organisation’s vision, mission and values,
organisational values and in the communication of these to others
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