New Program Director Checklist
New Programme Director Checklist – Ref: AB/QA/0030/Aug14/V1
1. Ensure you are recorded as Programme Director for the Centre – contact your Quality Manager.
Once you are recorded as Programme Director you will be given a username and password for
the CMI Hub.
2. Check the CMI Hub Approval Documentation area to establish the quality assurance practices
approved by CMI.
3. Review previous Centre Visit Report and address any outstanding actions.
4. Familiarise yourself with your Partnership Agreement (contact Quality Manager for copy if
necessary).
5. Is there a schedule for standardisation and/or course evaluation meetings? For more information,
please consult the CMI Centre Handbook, page 39.
6. Check register of current Learners and compare with CMI Current Learners Report (found on the
CMI Hub) to ensure all Learners are registered with CMI. Note: all Learners should be registered
within six weeks of starting programme.
7. Review Learner progress and achievement for existing cohorts.
8. Check that all staff are approved and records are up to date:
a. Check Centre Staff Summary Report (found on the CMI Hub) and ensure all delivery and
assessment staff are approved by CMI. For more information, please see page 26 of the
CMI Centre Handbook for approval criteria.
b. Seek approval for additional staff and/or withdraw staff by emailing a completed Centre
Staff Approval Form to your Quality Manager http://www.managers.org.uk/trainingdevelopment-qualifications/delivering-management-qualifications/centreresources/support-materials/forms
c. Update Team Role Matrix on section 3.6 of CMI Hub whenever staff changes are made.
d. Ensure copies of C.V., qualification certificates and CPD records are retained for all
deliver and teaching staff.
9. Familiarise yourself with CMI Operational Documentation and Policies (see links below).
10. Ensure internal assessment briefs have been internally verified and sent to CMI for approval
(email your Quality Manager).
11. Ensure assessment matrix on 7.1 of the CMI Hub is up to date and reflects current assessment
practices.
12. Is there a sampling strategy and plan for future cohorts? For more information, please see page
46 of the CMI Centre Handbook.
13. Are there any Moderation batches with the status ‘Returned to Centre’ or ‘Insufficient Sample’ on
the Moderation area of the CMI Hub? If so, these batches require action by your Centre.
14. Are there any third party relationships operating, and have these been approved by your CMI
Quality Manager? Please refer to Section 11 of your Partnership Agreement and to the Centre
Handbook on page 59.
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New Program Director Checklist
15. Is the Centre operating overseas, and has this been approved by your Quality Manager? Refer to
the CMI Overseas Operation Policy for more information.
16. Is there a secure archive (electronic or hardcopy) of Learner work? Please refer to the CMI
Retention of Records Policy.
17. Is there any outstanding debt?
Key Documents and Links:
Note: You will have to be logged in to CMI’s website http://www.managers.org.uk/ to access these links.
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CMI Centre Handbook: http://www.managers.org.uk/training-developmentqualifications/delivering-management-qualifications/centre-resources/support-materials
Operational Forms: http://www.managers.org.uk/training-development-qualifications/deliveringmanagement-qualifications/centre-resources/support-materials/forms
CMI Policies: http://www.managers.org.uk/training-development-qualifications/deliveringmanagement-qualifications/centre-resources/support-materials/policies
Qualification Specifications: http://www.managers.org.uk/centreinformation/qualifications/CentreAssessmentGuides
CMI External Assessments and Mark Sheets: http://www.managers.org.uk/training-developmentamp-qualifications/delivering-management-qualifications/current-centres-hub/cen
CMI Study Resources: http://www.managers.org.uk/training-development-ampqualifications/delivering-management-qualifications/current-centres-hub/cen. Note: Study
resources can be searched by unit.
Learners Induction video at www.managers.org.uk/ManagementDirect-video
CMI Contact Details:
Hours: 9am-5pm Monday to Friday, excluding bank holidays
Email: qualifications@managers.org.uk
Phone: 01536 207496
Post:
Awarding Body
Chartered Management Institute
Management House
Corby, Northamptonshire
NN17 1TT
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