Institute of Management Consultants USA

June 30, 2016Recertification Form

Version 17.2September 2015

2016 CMC®Recertification

There has been a significant refinement of the Recertification (Renewal) Process.

READ CAREFULLY AND WATCH THIS WEBINAR TO SAVE YOU TIME

If your CMC® was awarded after June 30, 2006onlycomplete pages 2 and 4.

If your CMC® was awarded on or before June 30, 2006 onlycomplete pages 2 and 5.

How to I find my CMC® Award Date?

Log into

If you cannot log on, call 561-472-0833.
Please confirm or update your mailing address.

To find your original CMC®elect (award) date:


STEPS

  1. Pleaseto enter the information on the appropriate pages – 2 and 4 OR 2 and 5.
  2. Return this Worddocumentto rprint tomail/fax it to IMCUSA.

REAFFIRMATION

Link to theGuidelines for Use of CMC MarkLink to the Code of Ethics

By affixing my signature to this document, I pledge that I have re-read, understand and will continue to abide by the Institute’s Code of Ethics and by guidelines for use of the CMC mark.

If my CMC® is revoked by IMC USA, I will return my certificate, pin and no longer use the mark.

Signature:Date:

(Print and sign, orinsert your signature JPGor

include in your email returning the form this phrase:
“I confirm my electronic signature in the 2014 form attached”).

Type or print your name:

If we need to contact you,best phone number:Email:

PAYMENT

Please pay the $150.00 fee for IMC USA members and $250.00 for non-members online at

or mail a check to address below. Contact for other means of payment.

Special Circumstances

IMC USA recognizes that circumstances may interrupt a management consultant’s professional career (e.g., recall to active military service, sabbatical, full-time pursuit of an advanced degree, extended illness).

Should you find yourself in a situation that you believe may prevent you from meeting the requirements for recertification, please contact the IMC USA Certification Committee with a brief written description of your situation (and complete as much of this form as you can).

To Reinstate an Expired CMC®

Complete this form for your activities in the last three years and on a separate sheet, explain your circumstances. If you have a copy of you CMC certificate, include it in you package.Pay the recertification fee for a IMC USA member or non-member.

The Certification Committee policies on reinstatement are at

All reinstatements are reviewed by the CMC® Certification Committee and additional details/fees may be requested.

Institute of Management Consultants USA

Attn: Certification Assistant
631 U.S. Highway One, Suite 400
North Palm Beach, FL33408
Ph:(561) 472-0833
Fx:(800) 837-7321

Steps if your CMC® was awarded after June 30, 2006, complete pages 2 and 4.

  1. Review how points are earned on this page in each of the four categories.
  2. List your activities andthe points earned on page 4 in each category
  3. Total the points per category, you must earn at least 30 total points.
  4. Send us the completed form (see page 2provides three means to sign the form and the email, fax or mailing address).
  5. Pay online (link on page 2).

POINTS REQUIRED FORCMC®RECERTIFICATION / Minimum
Points

1. Education – Continuing Professional Development

  • Participate in seminars, workshops, or educational programs in any forum, including IMC USA Chapter meetings and IMC USA Academy for Professional Development seminars(1 point per 3 contact hours)
  • Present / facilitate a seminar, workshop, or conference (2 points per 3 contact hours)
  • Attend IMC USA and other professional organizations’ conferences (1 point per day)
  • Complete an academic course at a college or university (2 points per semester credit, 1.3 points per quarter credit)
  • Obtain / maintain technical specialty certification by another recognized professional organization (e.g., PE, CPA) (2 points per certification)
  • Complete 30 hours of CPDor equivalentfrom other professional entities (9 classroom hours = 3 points up to 12 points)
(See the IMC USA Academy 2013 Catalog page 11 for certification renewal offerings, point values) / 12

2. Experience

  • Consulting to management, including internal, project, or consultant supervision, or practice management/development (1 point per 200 hours, a minimum of 2 points required)
  • Consulting pro bono for a nonprofit, community service or government organization (1 point per 100 hours)
  • Teach a university level or comparable course on management consulting or your consulting discipline (including IMC USA Academy ) (1 point per credit hour, a maximum of 4 points allowed)
/ 6

3. Professional Outreach

  • Serve on a CMC Oral Examination panel (1 point per panel)
  • Serve as a mentor to either a new member or a CMC candidate (2 points per “member / candidate”)
  • Serve as an Officer, Board member, Chapter President, or Committee Chair for the IMC USA, ICMCI, or another nationally recognized corporation, professional or educational organization, nonprofit, or trade association (2 points per position per year)
  • Serve as an Officer, Board member, or Committee member of an IMC Chapter or other IMC activity such as IMC USA conferences, committees, etc. (1 point per position per year)
  • Instruct or speak at professional organizations, trade associations, IMC chapters or events, or at a university level (2 points per session)
  • Publish in a nationally or regionally distributed journal or magazine (2 points per article)
  • Author a nationally published book (6 points per book)
/ 6

4. Professional Conduct

  • Complete a course on Ethics at a college or university (including online) (2 points per credit hour)
  • Attend Ethics seminars, workshops, or other programs offered by the IMC USA or other professional organizations (2 points per session)
  • Teach a course on Ethics at a college or university (2 points per credit hour)
  • Participate in an IMC USA or Chapter Ethics Initiative (2 points per initiative)
  • Complete IMC USA Academy Courses on Ethics (see the 2010 IMC USA Academy Catalog, page 11 for Ethics course offerings and points awarded) or its equivalent from another professional organization (3 points per annual completion per organization)
  • Author an article or attach a case write up on Ethics (2 points per article or write up)
  • Develop an ethics policy for a client (4 points)
/ 6

Minimum Total Points Required for Recertification

/ 30

Your CMC® was awarded after June 30, 2006, complete page 2 and this page.

List the activities(the client, event, course, etc., the date and the points earned) since July 1, 2010, which later may be verified bythe CMC Certification Committee.Page 3 defines what activities earn points.

The CMC® Certification Committee needs enough detail to verify the activity with a phone call.

Education – Continuing Professional Development (at least 12 points) Points =
example:“Generational Issues in Marketing NCR ChapterNov 2012 – 1 Pt”
Experience as a Full Time Consultant (at least 6 points) Points =
example: “Six clients for 800 hours (marketing, engagement development, conducting engagement):Webex, J&J, Dillards, Smith family, pro bono Salem Orchestra, Jones family – 7 pts.”
Outreach (at least 6 points) Points =
example: “CMC Oral Exam 6/20/2013- 1 Pt”
Professional Conduct (at least 6 points) Points =
example: ““Ethic Presentation GrowOct 2012 – 1 Pt”

Type your name:Total Points (at least 30) =

If your CMC® was awarded before June 30, 2006 complete page 2 and this page.

By my signature on page 2, which affirms I have re-read and will abide by the IMC USA Code of Ethics,

I also certify that:

  1. I have been a full time consultant since July 1, 2012.The IMC USA Board of Directors’ definition of a consultant to management is:

"Management consulting is the providing to management of objective advice and assistance relating to the strategy, structure, management and operations of an organization in pursuit of its long-term purposes and objectives.Such assistance may include the identification of options with recommendations; the provision of an additional resource or the implementation of solutions.”

  1. I promoted the CMC® to the public.
  1. I use aself-directedcontinuing professional development plan. Describe it ina concise paragraph and list three verifiable activities you have completed since July 1, 2012.To verify, the Committee could request a transcript, a personal log, or speak to an individual. You find examples of activities on page 2 or page 5 or in the CMC CompetencyFramework.
  1. We encourage you to provide the Certification Committee your assessment of change in our profession and your client needs.
  1. Pay online and return this signed form (page 2 explains three means to sign the form).

Your Self-Directed Continuing Professional Development Plan (100 or more hours total in three years)
Enter your paragraph here
At Least Three Verifiable Activities
See the next page for some examples from the Mastery Level of the CMC® Competency Framework
1.
2.
3.
Change in our profession, in the market and in my clients’ needs
(This information will be shared with our CMC community.End with your name or anonymous)
Enter your assessment here … concise please

Examples of Activities

In a Continuing Professional Develop Plan

To Attain Mastery of Competence as a CMC®

Review the CompetencyFramework, page 2 for the other activities, or

Define your specific professional objectives.

These examples from the Competency Framework are not all inclusive.

Market Capability & Knowledge / Consulting Competence
Practice Management / Professional Skills and Behaviors Ethics
Acts as a leader / adviser /coach to others in your area of discipline
Increase one’s depth of knowledgeacross a range of disciplines andbusiness environments
Leads (of influences) by example, applyingmanagement and business skills in one’sbusiness or one’s community that promotes the integrity of the CMC®
Influences business thinking andagenda in one or more sectors by adding more methods (speak, teach, demonstrate, write, one-on-one relationships, etc.)
Identify client, sector, industry needs to berecognized as an expert / Writing about consulting to management.
Training to adapt one’s communication style to challengingsituations
Develop skills to manage high risk projects or large team engagements
Lead and adviseothers on the design of the consulting process
Discover and use methods to lead virtual teams
Discover and explain the latest industry trends to clients and colleagues
Approaching the end of one’s consulting career, identify your role and how to transfer knowledge and promote the professional after retirement
Using your consulting skills, assist clients, colleagues, friends and family to manage change at career and age milestones / Speaks on Integrity and Ethics
Writes in national media on Integrity and Ethics
Serve in Board or Trustee roles
Formulate an Ethics program for clients
Serve as trusted advisor on ethics or other issues
At a sector or industry level, guide its evolution with an holistic perspective
Studies to discover and employcustomized, flexible, creative, innovative solutions to improve objectivity and the quality of recommendations
Mentors new CMCs on their learning and development objectives
Communicate solutions for sectors, beyond the individual client.
Manage expectations as a recognized expert
Develops IP that continues to influence ones’ specialty after retirement

Innovation, synthesis, articulation and teaching encompass a broad range of activities with a direct connection to consulting to management, to practice management or to career management.We will call you if we are unsure of your verifiable activities.

CMC® (Certified Management Consultant®) is a registered certification mark awarded by the

Institute of Management Consultants USA, an ISO/IEC 17024 Certifying Body, that represents evidence of the highest

Standards of consulting and adherence to the ethical canons of the profession.

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