What is a Chartered Manager? The Chartered Manager (CMgr) designation is evidence of your professional excellence, recognising individuals who demonstrate a high level of competence in management and leadership. When you prepare for a CMI Certificate, a Chartered Manager assessment is essential and needs careful preparation. This blog will discuss what to expect from the assessment and how to prepare.

Table Of Contents

  • Understanding the Chartered Manager Assessment
  • Key Areas of Competency
  • Preparing for the Chartered Manager Assessment
  • Tips for Success
  • Conclusion

Understanding the Chartered Manager Assessment

The Chartered Manager assessment is made to examine your leadership and management talents. It combines written submissions, professional conversations, and documentation of your management background. Among the main elements of the evaluation are:

Written Submission

You must submit thorough written documentation of your management accomplishments, analysing your experiences and proving your proficiency in leadership, operational effectiveness, strategic management, and ongoing professional growth.

Professional Discussion

In this evaluation, which is an interview, they will review your written submission, and you will present more proof of your abilities. A CMI assessor usually leads the conversation. The discussion is important for your decision-making, management techniques, and the effects of your job.

Evidence of Continuing Professional Development (CPD)

You must show that you are dedicated to lifelong learning. This includes providing documentation of your education, professional development, workshops, and other learning experiences that advance your managerial development.

Key Areas of Competency

Multiple competencies are the focus of the Chartered Manager evaluation. Preparing yourself requires knowledge of these areas:

Strategic Management

Your capacity to create and carry out strategic plans, match organisational goals with strategic objectives and efficiently allocate resources.

Operational Effectiveness

Outlining how you oversee daily operations, streamline procedures, and guarantee effectiveness inside your team or company.


Demonstrating your approach to conflict resolution and change management, as well as your team-building and inspiration techniques.

Professionalism and Ethics

Emphasising how you support the CMI’s principles, act professionally, and follow ethical guidelines.

Continuous Professional Development (CPD)

Evidence of your commitment to lifelong learning and staying updated with industry trends and best practices.

Preparing for the Chartered Manager Assessment

Chartered Manager assessment success is primarily dependent on preparation. Below are some preparation steps:

Understand the Requirements

Familiarise yourself with the CMI’s competency structure and the particular requirements for the CMgr title. You can determine the main areas you should concentrate on with the help of this.

Reflect on Your Experience

List your significant accomplishments, challenges you faced, and instances when you showed excellent management and leadership abilities. Your written submission will be based mainly on this reflection.

Gather Evidence

Compile proof to back up your assertions. Project reports, performance reviews, coworker comments, training certificates, and other documents proving your skills can all be included here.

Create Your Written Submission

Get to work crafting your written submission, ensuring you address every necessary competency. In brief and clear writing, give examples and provide measurable outcomes. Emphasise how your job affects the company.

Prepare for the Professional Discussion

A colleague or mentor should practise reviewing your written submission and supporting documentation with you to be ready for the professional discussion. This would enable you to express your ideas boldly and effectively during the evaluation.

Concentrate on CPD

Make sure you maintain an extensive log of your courses. This should combine official instruction with unofficial study and real-world experiences that advance your managerial career.

Seek Feedback

Get feedback on your written submission and practice discussions from a mentor or someone who has completed the CMgr assessment. Positive comments can increase your confidence and point out areas that need work.

Stay Updated

Keep yourself informed on the newest developments and best leadership and management techniques. This will benefit your evaluation and improve your management effectiveness overall.

Tips for Success

Be Honest and Authentic

Sincerity and authenticity are essential to the evaluation process. Tell the truth about your successes, difficulties, and life events. Assessors give more weight to sincere observations than to overstated assertions.

Show Impact

Emphasise the effect of your choices and deeds. It is imperative to prove how your management abilities have improved your group or company.

Be Clear and Concise

Your written submission and professional conversation should be clear and concise. Avoid acronyms, and make sure your arguments are clearly stated.

Prepare Mentally and Emotionally

Prepare mentally and emotionally to manage the pressure and maintain concentration during the evaluation process.

Leverage Resources

Use the CMI’s tools, which include webinars, templates, and tutorials. These sites can offer insightful analysis and encouragement through the planning process.


Extensive preparation and introspection are necessary for the Chartered Manager assessment. You can go into the examination confidently if you know the requirements, concentrate on the critical competencies, and practise well for the assessment process.

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