CASE STUDY
Promote your Learners’ success
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OVERVIEW
CMI is keen to work with Centres to promote their successes in the work they undertake with learners in
delivering CMI qualifications. After all, their success is also the success of CMI; and we want to shout about it.
This document aims to collect the information needed for us to showcase the successes shared by your
Centre and CMI. The information collected within this form will be used to create a polished case study
document that can be used by your Centre to:
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Promote the work that you do with learners
Support your discussions with new learners
Showcase specific qualifications and their features and benefits
How will CMI use the case study?
Once a case study is completed, CMI may use it on its website, promote it via its social media channels and
more (with your permission), providing your Centre with additional exposure online to the CMI audience.
For CMI, we would like to highlight our partnership with your Centre as a way to support our ongoing work in
increasing the number and standard of professionally qualified managers and leaders.
What makes a useful case study?
A useful case study will highlight your success in such a way that it will make an individual want to learn via
your Centre. It will relate to the individual reading the case study, detail the journey with your learner from start
to finish and provide a clear and firm outcome. This form will help you to prepare a useful case study.
Taking part…
For your Centre to take part, all you need to do is complete and return this form to us. Taking part is voluntary,
and there is no limit to the number of forms you can submit. CMI will select the best of your forms for
production and promotion*. Your CMI account manager will be in touch with you to discuss your form.
* CMI must remain impartial. It cannot be seen to be directly promoting any one Centre above another.
CMI case study form: September 2015 v1
LEARNER FOCUSED CASE
STUDY
Form to be completed by Centre
1
YOUR CENTRE DETAILS
NAME OF YOUR CENTRE:
CENTRE NUMBER:
Please provide the details of someone at the Centre we can contact should we require more information,
clarification or to confirm use of the case study:
YOUR NAME:
YOUR EMAIL ADDRESS:
YOUR CONTACT TELEPHONE NUMBER:
2
LEARNER DETAILS
Please provide the details of the learner we can contact should we require more information:
NAME OF LEARNER:
EMAIL ADDRESS:
CONTACT TELEPHONE NUMBER:
If your learner works within an organisation relevant to this case study, please provide details:
NAME OF EMPLOYER/ORGANISATION:
LEARNER’S POSITION:
3
ABOUT YOUR CENTRE/LEARNER’S ORGANISATION
If your learner works within an organisation relevant to this case study, please provide three key facts about
their organisation. If not, please provide three key facts about your centre:
KEY FACT 1:
KEY FACT 2:
KEY FACT 3:
CMI case study form: September 2015 v1
4
CMI PRODUCT
Please select the CMI product that was delivered by your centre to the learner:
QUALIFICATIONS: ☐
CHARTERED MANAGER: ☐
PATHWAYS: ☐
MANAGEMENTDIRECT: ☐
5
QUOTES
Please provide two quotes that relate to this case:
QUOTE 1 (FROM LEARNER):
QUOTE 2 (FROM ORGANISATION/CENTRE):
WHO PROVIDED THIS QUOTE?
WHAT POSITION DO THEY HOLD AT THE ORGANISATION/YOUR CENTRE?
CMI case study form: September 2015 v1
6
CASE STUDY OVERVIEW
Please provide an overview for this case study. This section should include:
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Background – general information to set the scene, for example, a little about the learner, where
they work, their needs and requirements, programme, location, market insight in relation to their
requirements etc.
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Rationale – what were the learner’s pain points; why was your centre enlisted to strengthen
accountability and quality management? Outline how CMI was able to support your centre in
achieving this.
CMI case study form: September 2015 v1
7
THE APPROACH
Please provide information about the journey that reached a solution for the learner and/or their organisation.
This section should include:
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Process – what led to this good practice (related to accountability and quality management)?
What steps were followed in order to establish and continue this good practice? What are the
key elements of this good practice (include different stages, activities undertaken, etc.)? What
was CMI’s involvement in this process and how did we help?
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Resources required – what human and financial resources were needed, and who was involved
(both in order to set up and continue this good practice/activity)?
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Facilitating factors – what factors enabled this good practice to happen?
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Challenges overcome – what challenges, if any, did you have to overcome?
CMI case study form: September 2015 v1
8
THE RESULTS
Please provide information about the results that were achieved. This section should include:
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Results observed – what results were observed? This may be at the individuals’ level,
community level, among other staff, for the organisation, etc.
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Lessons learned – what worked particularly well? What would be done differently next time?
What advice would you give to other learners that are looking to undertake the same route?
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Additional information – where can the reader go for additional information? Only if appropriate
should you offer your contact details.
CMI case study form: September 2015 v1
9
DECLARATION
Please select the statement below that best applies to you:
a) I confirm that all individuals or agencies named in the case study have given
permission for the case study to be made public via HAP’s website, publications or
press releases. The case study can be attributed to my agency and me.
☐
b) Please ensure that the case study is not attributed to my agency or me, as I do
not have permission to attribute this case study to any individuals or the agency.
☐
SIGNED:
PRINT NAME:
CMI case study form: September 2015 v1