1. The Award, Certificate & Diploma in Management & Leadership
Unit 5001 Personal Development as a Manager and Leader
Partner branding
The Award, Certificate & Diploma in Management & Leadership
Unit 5001:
Personal Development as a Manager & Leader
Trainer Notes:
Welcome students and introduce yourself
Explain domestic rules and arrangements
Provide some background to the programme and delivery plans
Clarify the structure of the Award, Certificate and Diploma
© Exponential Training & Assessment Limited
© Exponential Training & Assessment Limited

2. Unit 5001: Personal Development as a Manager & Leader
Unit 5001 Personal Development as a Manager and Leader
Unit 5001: Personal Development as a Manager & Leader
Session Title: Introduction & Unit Overview
Trainer Notes:
Explain this is first unit of the Certificate and Diploma and only unit for the Award
Explain your delivery plans and arrangements by making reference to your delivery plans
Explain that the session involves a mix of trainer lead inputs, exercises and group discussions
Explain that everything about completing assessments and what is expected of students will be covered during the session
Provide re-assurance and invite them to relax and to enjoy their programme
© Exponential Training & Assessment Limited
© Exponential Training & Assessment Limited

3. Unit 5001 Personal Development as a Manager and Leader
Unit Aim: Improving individual management and leadership skills and competences against objectives
Unit Learning Outcomes: On completion of this unit, you will be able to:
Assess and plan for personal professional development
Plan for the resources required for CPD
Implement and evaluate the personal development plan
Support and promote staff welfare
Trainer Notes:
Introduce the unit by explaining unit aim
Discuss the learning outcomes and briefly explain key words and concepts
The unit reflects the need for managers to undertake personal professional development
© Exponential Training & Assessment Limited
© Exponential Training & Assessment Limited

4. Unit 5001 Personal Development as a Manager and Leader
Session Outcomes:
Discuss the concept of ‘comfort zones’
Explore the role of the contemporary manager
Review the CMI Code of Practice and benefits of CMI
Discuss the programme structure, syllabus and timetable
Discuss the assessment and assignment process
Prepare a Personal Study Plan
Trainer Notes:
Present and discuss the session outcomes and confirm the timing for the session
During the session we will explore the concept of ‘comfort zones’ and look at your comfort zones through an exercise
We will discuss the role of today’s manager and why personal professional development is important
By the end of the session you will understand about the structure and format of your CMI qualification; how to complete the assessment; and what the syllabus covers
You will also prepare a Personal Study Plan designed to ensure you are successful
Ask if there are any questions and address them
Optional:
Short group flip chart exercise to capture personal aims and objectives students have for the programme
Short exercise to enable students to introduce themselves
Unit 5001: Personal Development as a Manager & Leader
© Exponential Training & Assessment Limited

5. Four Functions of Management:
Unit 5001 Personal Development as a Manager and Leader
Four Functions of Management:
Trainer Notes:
Explain the four functions of management: planning, organising, leading and controlling with explanation of what they mean and that they are present in every manager’s role irrespective of whether they are team leaders, supervisors or even senior managers
Explain that the contemporary manager needs an array of management and leadership knowledge, skills and competences; they undertake a broader range of tasks, functions and activities than managers even 10 – 15 years ago
Discuss how the pace of change, technological developments and global trading patterns have transformed the world of business and management
Unit 5001: Personal Development as a Manager & Leader
© Exponential Training & Assessment Limited

6. The Contemporary Manager
Unit 5001 Personal Development as a Manager and Leader
The Contemporary Manager
Make a list of the key roles and responsibilities
undertaken by managers today
How many of these do you undertake?
At which do you excel and which are your weakest?
Which would you like to improve the most?
Trainer Notes:
Group Exercise: The Contemporary Manager (Duration: maximum 40 minutes including group feedback)
AIM: To identify and reflect on the roles and responsibilities of the modern manager
Use this exercise to open a discussion about the role of today’s manager and to increase student involvement and participation – it is also an opportunity to observe all of the students to assess who might need additional support
Organise students into groups of 3 – 6
Explain they have minutes to discuss the questions
Ask the groups to capture discussions (possibly on flip chart) so one person can feedback to the whole group
After group feedback, discuss general points and cover any areas not discussed and introduce the next slide
Unit 5001: Personal Development as a Manager & Leader
© Exponential Training & Assessment Limited

7. The Contemporary Manager
Unit 5001 Personal Development as a Manager and Leader
The Contemporary Manager
Trainer Notes:
Build on the feedback from the previous exercise and briefly take students through this slide
Explain not all managers undertake all of the elements: some might be specialist managers; some might manage functions, some might not directly manage people
Increasingly managers are undertaking coaching and are responsible for staff welfare
Invite groups to comment on which elements they undertake currently and which areas they feel they need to learn more about
Unit 5001: Personal Development as a Manager & Leader
© Exponential Training & Assessment Limited

8. Unit 5001 Personal Development as a Manager and Leader
Comfort Zones
Trainer Notes:
Explain that learning and development automatically takes people out side of their comfort zone: any time we are required to do something we have never done before, we are outside our comfort zone – the more challenging and demanding the task the more we are outside of our comfort zone
Often fear can prevent us from doing things so we need to learn to accept that it is okay to feel uncomfortable and recognise that with learning, practice and experience we will feel more comfortable in time
It is better to step just outside of our comfort zone rather than stepping massively outside of it
High performing managers have learned how to learn and how to step outside of their comfort zone
Comfort zones grow as we learn, develop and literally feel comfortable with the scenario so the message is:
FEEL THE FEAR AND DO IT ANYWAY (with the right learning and support)
Unit 5001: Personal Development as a Manager & Leader
© Exponential Training & Assessment Limited

9. Unit 5001 Personal Development as a Manager and Leader
My Hopes and Fears
Hopes (+)
Fears (–)
Aspirations
Objectives
Trainer Notes:
Individual Exercise: My Hopes & Fears (Duration: maximum minutes including group feedback)
AIM: To engage students in reflecting and refining their hopes, fears, long term goals and short term objectives
Explain we all have hopes and fears, goals and aspirations – successful highly effective people know them, face them and have clear plans to achieve their goals
Issue Exercise: My Aims and Objectives
Ask students to complete the exercise (it might require completion after the session)
Invite students to share some of their ideas and thoughts
Summarise exercise by linking their goals back to the CMI programme and that at times they will need to step outside of their comfort zone – by the end of the programme their comfort zone will grow
Unit 5001: Personal Development as a Manager & Leader
© Exponential Training & Assessment Limited

10. Unit 5001 Personal Development as a Manager and Leader
Welcome to CMI
The only Chartered professional body in the UK dedicated to promoting the highest standards in management and leadership excellence.
Nearly 90,000 members world wide, connecting you to the world of management.
Trainer Notes:
Introduction to CMI and the qualification structure (Award, Certificate and Diploma): it is modular and therefore you can build it into a full Diploma
Explain about CMI and being part of a global network and that as a CMI student they have access to masses of resources (to be discussed later)
Unit 5001: Personal Development as a Manager & Leader
© Exponential Training & Assessment Limited

11. The CMI Code of Practice
Unit 5001 Personal Development as a Manager and Leader
The CMI Code of Practice
Trainer Notes:
All professional bodies have a code of practice
A code of conduct sets out the standards of conduct that it expects its members to adopt
By registering for this CMI qualification, you are expected to embrace the CMI Code of Practice for Professional Managers
Issue a copy and briefly talk about key sections of the code
Explain it is a useful good practice guide and ask them to read it in more detail after the session – try completing the self assessment exercise: where you believe you fall short think about how you can address the short fall
Unit 5001: Personal Development as a Manager & Leader
© Exponential Training & Assessment Limited

12. Unit 5001 Personal Development as a Manager and Leader
The Programme
Trainer Notes:
Explain the structure and format of your programme delivery model (e.g. full time, part time, blended)
Issue copies of your time table/delivery schedule and discuss
Emphasise that there is masses of support and resources to enable students to maximise the value of the CMI programme and that your objective is to HELP THEM TO ACHIEVE THIER OBJECTIVES - YOU ARE THERETO HELP AND SUPPORT THEM
Unit 5001: Personal Development as a Manager & Leader
© Exponential Training & Assessment Limited

13. What does the Assessment Involve?
Unit 5001 Personal Development as a Manager and Leader
What does the Assessment Involve?
Trainer Notes:
Explain that there is a written assignment for each unit: Award = 1 assignment; Certificate = 2 units; Diploma = 9 units
At start of each unit, they will receive the assignment
The sessions cover the content of the assignment and is supported by an e-learning module on (accessed by a user name and unique password that will be issued)
There is no need to worry about the assignments as there is a session about how to prepare your assignment as well as a guide about completing your assignments
All assignments have the same structure
You are advised to prepare a draft and submit it for feedback before making any amendments and submitting your final version for assessment
You will be able to access support throughout so please do not worry
Unit 5001: Personal Development as a Manager & Leader
© Exponential Training & Assessment Limited

14. Unit 5001 Personal Development as a Manager and Leader
The Student Handbook IT
IS A
GREATIDEA TO
USE
IT!
Trainer Notes:
The Student Hand Book has been designed to contain information about CMI, the qualification, learning resources and how to appeal should you feel your assignment has been unfairly assessed
Issue the Handbook and take the students through the key pages
Unit 5001: Personal Development as a Manager & Leader
© Exponential Training & Assessment Limited

15. An Overview of Member Benefits Resources for studying members
Trainer Notes:
Whilst completing your CMI qualification you become a member of the UK’s only chartered body for Management and Leadership
Membership gives you a range of practical benefits that can support you throughout your management career including the following .....

16. What does membership give you?
Professional recognition
CMI qualifications,
Post-nominals once you have qualified
Opportunity to gain the Chartered Manager award
Networking opportunities
National, Regional and local events
Online networking
Professional Manager magazine
A vast range of information resources
Practical tools to help support for professional and career development
Trainer Notes:
Briefly explain each of these making sure you encourage the students to use their CMI membership to the maximum

17. Information Services www.managers.org.uk/mic
A wide range of high quality resources
Study Resource Centre
Information resources mapped to the units you are studying
Ask a Researcher
Your enquiries answered in detail within one working day
Subject Search
Our search engine for Management and Leadership
Institute Library
Browse over 25,000 titles, great for advanced searching
e-journals
Immediate access to thousands of online journals
e-books
Pilot service currently being trialled
Trainer Notes:
Perhaps the best place for you to start is the Study Resource centre –
You will need to login here using the details that have been sent to you by CMI. If you do not know your details or do not have them to hand then let your tutor know.
The first time you login your user name will be your membership number and your password will be your date of birth in the format dd/mm/yyyy

18. Information services www.managers.org.uk/study
Key benefits
High quality, up to date information sources
Easy to access online or via our telephone enquiry service
Resources to suit all learning styles –
Multimedia: videos, podcasts, e-learning
Documents: checklists, document outlines, management models
Library resources: books, journal articles
Demonstrable value: other managers are using these resources!
100,000+ of our checklists downloaded in the last 12 months
“Click to borrow” – the book you need posted to you the same day free of charge (UK only)
Trainer Notes:
Explain some of the key benefits using the slide

19. Unit 5001 Personal Development as a Manager and Leader
Other practical tools
Practical support throughout your career
Career development
How to find and secure the right job
Options for moving your career forward
Find a Job (UK only)
Immediate access to over 200,000 vacancies nationwide
Easy to use search engine enables you to find jobs near you
CPD
Automatic recording when you use CMI resources
Self assessment of developmental needs
Easy to produce reports to demonstrate your activities
Supports qualification units dealing with personal development
Trainer Notes:
Explain there will be a session devoted to how to access all of the resources on ManagementDirect - CMI’s on-line learning resource with over 100,000 learning resources including e-books, podcasts, videos, checklists and much more
© Exponential Training & Assessment Limited

20. Unit 5001 Personal Development as a Manager and Leader
Taking the First Steps
Trainer Notes:
There’s an old Chinese proverb that says “a long journey begins with the first step”, so what are your first steps for achieving your goals and objectives?
Management is about planning, organising, leading and controlling (refer to earlier slide)
To complete your CMI qualification with the minimum pain and maximum gain, YOU NEED A PLAN!
Ask what things they believe they might need to include in their study plan
Unit 5001: Personal Development as a Manager & Leader
© Exponential Training & Assessment Limited

21. Unit 5001 Personal Development as a Manager and Leader
My Study Plan
Trainer Notes:
Individual Exercise: My Study Plan (Duration: maximum minutes including group feedback)
AIM: To help students to prepare a simple Study Plan to achieve the CMI qualification
Issue a copy of My Study Plan
Ask students to complete the sections
Invite students to share their plans
Explain that the plan can be used to monitor and review their progress: plans can be modified and up-dated
Stress the importance of working on their CMI qualification regularly rather than leaving it to the last minute
To benefit from the feedback following submission of your draft you are giving yourself the best chance of success
A useful maxim is A LITTLE AND OFTEN!
Unit 5001: Personal Development as a Manager & Leader
© Exponential Training & Assessment Limited

22. Unit 5001 Personal Development as a Manager and Leader
Session Outcomes:
Discuss the concept of ‘comfort zones’
Explore the role of the contemporary manager
Review the CMI Code of Conduct and benefits of CMI
Discuss the programme structure, syllabus and timetable
Discuss the assessment and assignment process
Prepare a Personal Study Plan
Trainer Notes:
The outcomes for this session were (see slide)
Summarise the areas that have been discussed
Confirm any actions required by the students before the next session
Refer to the session plan and introduce next the session and any preparation you would like the students to undertake
Unit 5001: Personal Development as a Manager & Leader
© Exponential Training & Assessment Limited

23. The Award, Certificate & Diploma in Management & Leadership
Unit 5001 Personal Development as a Manager and Leader
The Award, Certificate & Diploma in Management & Leadership
Unit 5001:
Personal Development as a Manager & Leader
© Exponential Training & Assessment Limited
© Exponential Training & Assessment Limited