Chartered Management Institute · RQF Level 5

CMI Level 5 Award in Management and Leadership

You don’t just earn this. You learn to use it, one-to-one, on your own real work.

LevelRQF Level 5
Total credits4
Guided learning14 hours
Units in this qualification26

Awarded by Chartered Management Institute · on the Ofqual register

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What you’ll learn

What each unit actually teaches you to do

A CMI Level 5 Award in Management and Leadership is designed for individuals in management roles. It includes units on managing individuals, workforce planning, operational plans, quality management, and project management within a business context.

These are the units Chartered Management Institute registers against this qualification. It is a catalogue, not a syllabus. Which of them you take depends on the combination the qualification requires, and that is set by the awarding body rather than by us. Every unit here is regulated, and every one you earn is yours to keep.

Conducting a Management ProjectReal unit · Chartered Management Institute

You'll learn to plan, conduct, and evaluate a management project. The unit covers defining project objectives and scope, allocating resources, managing risks, implementing the project, and making recommendations based on outcomes.

What you'll be able to do

Plan a management project, including defining objectives and scope
Plan a management project, including resource allocation and timelines
Conduct a management project, adhering to the project plan
Conduct a management project, monitoring progress and managing risks
Conduct a management project, evaluating outcomes and making recommendations

Creating and Delivering Operational PlansReal unit · Chartered Management Institute

You'll gain knowledge of operational planning within organisations, including its principles and alignment with strategic objectives. The unit covers creating operational plans, managing and leading their delivery to support organisational goals.

What you'll be able to do

Understand the principles of operational planning within an organisation
Understand how operational plans align with overall organisational objectives
Create an operational plan that is consistent with organisational objectives
Document an operational plan that is consistent with organisational objectives
Manage the delivery of an operational plan effectively
Lead the delivery of an operational plan effectively
Manage the delivery of an operational plan effectively
Lead the delivery of an operational plan effectively

Forming Successful TeamsReal unit · Chartered Management Institute

You'll study the purpose and characteristics of successful teams and approaches to team formation. The unit includes analysing challenges in team formation and evaluating the performance of newly formed teams.

What you'll be able to do

Understand the purpose and characteristics of successful teams within an organisation
Understand different approaches to team formation, including selection and induction
Analyse and respond effectively to the challenges that can arise during team formation
Evaluate the performance of a newly formed team against agreed objectives and targets

Managing ChangeReal unit · Chartered Management Institute

It teaches you to understand the drivers and impact of organisational change. You'll compare change management models and develop skills to initiate, plan, and manage change effectively, considering stakeholder perspectives.

What you'll be able to do

Understand the various reasons and drivers that necessitate change within organisations.
Understand different approaches and methodologies for managing change effectively.
Understand how to initiate, plan, and manage change initiatives within an organisation, considering potential challenges and resistance.

Managing Equality, Diversity and InclusionReal unit · Chartered Management Institute

You'll develop knowledge of equality, diversity, and inclusion management within organisations. The unit covers legal requirements, the role of managers in promoting equality, and the development and monitoring of equality action plans.

What you'll be able to do

Understand the key concepts and legal requirements related to managing equality, diversity, and inclusion in the workplace.
Understand the specific role and responsibilities of a manager in promoting and upholding equality, diversity, and inclusion within their team and the wider organisation.
Develop a comprehensive equality action plan to drive positive change and foster a more inclusive environment.
Effectively monitor and report on equality, diversity, and inclusion metrics to track progress and identify areas for improvement.

Managing FinanceReal unit · Chartered Management Institute

You'll gain knowledge of financial planning, control, and reporting within organisations. The unit includes setting and managing budgets, monitoring budget performance, and managing financial variances to support organisational objectives.

What you'll be able to do

Understand the role of finance within organisations, including financial planning, control, and reporting
Set and manage budgets effectively to achieve financial objectives

Managing PerformanceReal unit · Chartered Management Institute

You'll understand the rationale for managing performance within organisations and the frameworks and tools used. The unit includes examining legal and organisational impacts, evaluating diagnostic tools, and applying good practice principles for performance management.

What you'll be able to do

Understand the rationale for managing performance within organisations, including its importance and benefits
Understand frameworks used for performance management
Understand diagnostic tools used for performance management
Understand evaluation tools used for performance management
Manage performance effectively, including setting objectives and providing feedback

Managing Projects to Achieve ResultsReal unit · Chartered Management Institute

This unit provides learners with an understanding of project management principles and processes. You'll learn how projects contribute to organisational strategy and how to initiate, plan, and manage projects effectively to achieve results.

What you'll be able to do

Understand the role of projects in delivering organisational strategy and achieving business goals
Understand processes for initiating projects, including identifying project needs and defining project scope
Understand processes for planning projects, including developing project plans and allocating resources
Understand processes for managing projects, including monitoring progress and managing risks

Managing Quality and Continuous ImprovementReal unit · Chartered Management Institute

It teaches you to understand quality management within organisations, including its scope, purpose, and approaches. You'll explore continuous improvement methodologies and how to judge the success of quality management initiatives.

What you'll be able to do

Understand the scope of quality management within organisations
Understand the purpose of quality management within organisations
Understand different approaches for managing quality within an organisation
Understand the application of continuous improvement methodologies within organisations
Judge the success of quality management initiatives within an organisation
Measure the success of quality management initiatives within an organisation

Managing RiskReal unit · Chartered Management Institute

This unit introduces learners to business risk management concepts and processes. You'll identify risk categories, understand the importance of proactive risk management, and learn the steps involved in risk assessment, mitigation, and monitoring.

What you'll be able to do

Understand the scope of business risk management, including identification, assessment, and mitigation
Understand the process for managing business risk, including planning, implementation, and monitoring

Managing Stakeholder RelationshipsReal unit · Chartered Management Institute

You'll develop an understanding of stakeholder relationships and their management within organisations. The unit covers types of stakeholders, management frameworks, relationship management techniques, and methods for measuring stakeholder engagement impact.

What you'll be able to do

Understand the different types of stakeholder relationships that exist within an organisation
Understand the value that effective stakeholder relationships can bring to an organisation
Understand the various frameworks that can be used for effective stakeholder management
Effectively manage stakeholder relationships to achieve organisational objectives
Know methods for measuring the impact of stakeholder engagement on overall organisational performance

Managing conflictReal unit · Chartered Management Institute

This unit provides learners with knowledge of conflict within organisations, including types, causes, stages, and impact. You'll learn how to investigate conflict situations and apply effective management techniques to resolve conflicts.

What you'll be able to do

Understand the different types of conflict that can occur within organisations
Understand the causes of conflict within organisations
Understand the stages of conflict within organisations
Understand the impact of conflict within organisations
Understand how to investigate conflict situations in the workplace, including gathering information and interviewing individuals
Understand approaches for managing conflict effectively
Understand techniques for managing conflict effectively
Understand the knowledge required for managing conflict effectively
Understand the skills required for managing conflict effectively
Understand the behaviours required for managing conflict effectively

Managing the Customer ExperienceReal unit · Chartered Management Institute

You'll develop knowledge and skills to manage the customer experience within an organisation. The unit covers customer-centric principles, mapping the customer journey, managing customer interactions, and monitoring and measuring customer experience outcomes.

What you'll be able to do

Understand the fundamental principles that underpin effective management of the customer experience.
Understand how to map and analyse the customer journey within the specific context of an organisation.
Effectively manage the customer experience to enhance customer satisfaction and loyalty.
Monitor and measure the customer experience using appropriate metrics and feedback mechanisms.

Planning, Procuring and Managing ResourcesReal unit · Chartered Management Institute

This unit provides learners with knowledge of resource planning, procurement, and management within organisations. You'll understand efficient resource utilisation, sustainability, forecasting requirements, and monitoring resource use to meet organisational objectives.

What you'll be able to do

Explain the importance of effective and efficient resource use in organisations
Describe how to plan resources to meet organisational objectives
Describe how to procure resources
Describe how to monitor resource use in organisations

Principles of Delivering Coaching and MentoringReal unit · Chartered Management Institute

You'll explore the role and purpose of coaching and mentoring in organisations. The unit includes coaching and mentoring models, ethical considerations, and managing the delivery of effective coaching and mentoring processes.

What you'll be able to do

Explain the role and purpose of coaching and mentoring within an organisation
Describe the use of models and processes used in workplace coaching and mentoring
Describe how to manage the delivery of effective coaching and mentoring

Principles of Developing a Skilled and Talented WorkforceReal unit · Chartered Management Institute

It teaches you to understand workforce development principles, including benefits of a skilled workforce and influencing factors. You'll explore learning and development strategies and methods to measure the impact of workforce development.

What you'll be able to do

Explain the benefits of developing a skilled and talented workforce
Analyse the factors which influence workforce development
Explain the scope of learning and development as part of a workforce development strategy
Describe how to measure the impact of workforce development

Principles of Developing, Managing and Leading Individuals and Teams to Achieve SuccessReal unit · Chartered Management Institute

This unit covers approaches to developing, managing, and leading individuals and teams to achieve success. You'll evaluate theoretical models, practical leadership techniques, and strategies for managing team leaders and multiple teams.

What you'll be able to do

Understand different approaches to developing individuals within teams
Understand different approaches to managing individuals within teams
Understand different approaches to leading individuals within teams
Understand approaches to achieving a balance of skills within teams
Understand approaches to achieving a balance of experience within teams
Know techniques for leading individuals to achieve success
Know techniques for leading teams to achieve success

Principles of InnovationReal unit · Chartered Management Institute

You'll study the role of innovation in organisational growth and competitiveness. The unit covers types of innovation, the innovation process stages, and strategies to foster a culture of innovation while managing associated challenges.

What you'll be able to do

Explain the role of innovation within organisations
Describe the process of managing innovation in an organisation

Principles of LeadershipReal unit · Chartered Management Institute

This unit introduces learners to the principles of leadership within organisational contexts. You'll explore different leadership styles, understand the role of leaders in motivating others, and analyse the importance of effective communication in leadership practice.

What you'll be able to do

Understand the practical application of leadership principles and practices within an organisational setting.
Understand the characteristics, strengths, and weaknesses of different leadership styles.
Understand the impact of leadership on organisational performance, culture, and employee engagement.

Principles of Management and Leadership in an Organisational ContextReal unit · Chartered Management Institute

This unit covers factors affecting an organisation's internal environment and the application of management and leadership principles. You'll examine governance, mission and vision statements, organisational structures, and the influence of values and ethics on decision-making.

What you'll be able to do

Analyse the factors which impact on an organisation’s internal environment
Evaluate the factors which impact on an organisation’s external environment
Evaluate the knowledge, skills and behaviours required to be effective in a management and leadership role

Principles of Marketing Products and ServicesReal unit · Chartered Management Institute

You'll gain an understanding of marketing principles and their role in achieving organisational objectives. The unit covers analysis of the marketing environment, market trends, and strategies for marketing products and services.

What you'll be able to do

Understand the crucial role of marketing in supporting the achievement of overall organisational objectives and strategic goals.
Understand the various factors within the organisation’s marketing environment that can significantly impact the marketing of a product or service, including market trends, competitor activities, and customer behaviour.
Effectively market a product or service, utilising appropriate marketing strategies, techniques, and channels to reach the target audience and achieve desired outcomes.

Principles of Recruiting, Selecting and Retaining TalentReal unit · Chartered Management Institute

You'll understand the principles of recruiting, selecting, and retaining talent within organisations. The unit covers factors influencing recruitment, planning recruitment processes, promoting diversity, and implementing strategies to retain skilled employees.

What you'll be able to do

Understand the factors that impact on recruitment and selection processes
Plan for recruitment and selection, including defining job roles and creating job descriptions
Understand approaches to the recruitment of a diverse and talented workforce
Understand approaches to the selection of a diverse and talented workforce
Understand strategies for retaining talent within an organisation

Principles of managing and leading individuals and teams to achieve successReal unit · Chartered Management Institute

You'll understand approaches to managing and leading individuals and teams to achieve success. The unit covers evaluating theoretical models, practical management techniques, balancing team skills and experience, and analysing strategies for effective leadership.

What you'll be able to do

Understand different approaches to managing teams within an organisation
Understand different approaches to leading teams within an organisation
Achieve a balance of skills within teams to maximise performance
Achieve a balance of experience within teams to maximise performance
Know techniques for managing individuals to achieve success in their roles
Know techniques for leading individuals to achieve success in their roles
Know techniques for managing teams to achieve success in meeting objectives
Know techniques for leading teams to achieve success in meeting objectives

Using Data and Information for Decision MakingReal unit · Chartered Management Institute

It teaches you to understand the use of data and information in decision making. You'll learn to interpret, analyse, and present data effectively while considering ethical issues related to data use.

What you'll be able to do

Understand the use of data and information in decision making processes within an organisation
Interpret data and information accurately to support effective decision making
Present data and information clearly and concisely for use in decision making

Using Reflective Practice to Inform Personal and Professional DevelopmentReal unit · Chartered Management Institute

This unit covers the value of reflective practice for personal and professional development. You'll explore different reflective models and apply reflective practice to enhance self-awareness and improve professional skills.

What you'll be able to do

Understand the value of reflective practice in informing personal development
Understand the value of reflective practice in informing professional development
Apply reflective practice to inform personal development
Apply reflective practice to inform professional development

Workforce PlanningReal unit · Chartered Management Institute

This unit provides learners with an understanding of workforce planning principles and practices. You'll explore the rationale for workforce planning, its relationship to organisational objectives and strategic goals, and its impact on organisational performance.

What you'll be able to do

Understand the rationale for workforce planning in relation to organisational objectives
Understand the rationale for workforce planning in relation to strategic goals
Understand the principles of effective workforce planning
Understand the practices involved in effective workforce planning

The honest bit

You’ve started things before

Most courses were built for a room full of people who aren’t you. A cohort moves on whether or not your week allowed it, and by the third week the thing you’re behind on becomes the reason you stop opening it.

There’s no cohort here, and no timetable to fall behind. Before anything starts, Zavmo asks when you’re sharpest and how long you can realistically sit down for, then builds the sessions around those answers. A bad fortnight changes your pace. It doesn’t put you behind.

And you only pay once you start learning. Searching and planning are free, and you can cancel any time — so the cost of finding out is an afternoon, not a year.

Your passport

Every credit is a stamp you keep

Level 5 credits are regulated. They don’t vanish when a subscription ends or a website closes. They travel to any employer, and Zavmo keeps the map of what you’ve earned and what’s next.

Conducting a Management ProjectCreating and Delivering Operational PlansForming Successful TeamsManaging ChangeManaging Equality, Diversity and InclusionManaging FinanceManaging PerformanceManaging Projects to Achieve Results

Each stamp is a real unit registered against this qualification.

Who’d teach you this

The Evidence Evaluator

Assessor

Helps you show what you can actually do, gathering the evidence that proves it as you learn.

Meet all twelve tutors

Where this connects

Where these credits take you

A qualification is never a dead end here. See the jobs its credits open, the national occupational standards its units map to, and the future skills they quietly build.

See Your Progress GrowIllustration

CMI Level 5 Award in Management and Leadership

Assess Workforce Demand
Assess Workforce Supply
Contribute to preparing for workforce planning based on service needs
Identify and evaluate forces for change that may impact on the workforce
Identify the purpose and scope of a workforce plan based on service needs
Identify, analyse and assess risk
Manage Financial Resources
Manage Risk

This is your Mind Palace on learn.zavmo.ai. Every skill above comes from this role's own record, not an example borrowed from another job. A node lights up when you evidence it, and what you build stays yours between jobs. That is the part a course cannot do.

Where this can lead

Quality Improvement Manager

Your journey as a Quality Improvement Manager is just one step in a potentially varied and impactful career. We're looking for someone who sees this role not just as a job, but as a platform to drive significant change and build a lasting legacy within our organisation and beyond.

See the whole journey →

Opens the roleQuality Improvement ManagerOne of the jobs this qualification is a route into · 1 near-identical record folded inSee the role →Opens the roleManager, Customer ExperienceOne of the jobs this qualification is a route into · 1 near-identical record folded inSee the role →Opens the roleQuality Improvement Coordinator ManagerOne of the jobs this qualification is a route intoSee the role →Opens the roleCustomer Experience ManagerOne of the jobs this qualification is a route into · 5 near-identical records folded inSee the role →Opens the roleLead Customer Touchpoint ManagerOne of the jobs this qualification is a route intoSee the role →Opens the roleWorkforce Planning ManagerOne of the jobs this qualification is a route into · 1 near-identical record folded inSee the role →Future FluencyAll ten future skillsSee how every unit is contextualised by the tenExplore →

Showing 6 roles, drawn from 816 job records mapped to this qualification.

Skills it covers

What the job actually needs. These are the standards the units are built against, in the words employers and awarding bodies already use for the work itself.

Assess Workforce DemandAssess Workforce SupplyContribute to preparing for workforce planning based on service needsIdentify and evaluate forces for change that may impact on the workforceIdentify the purpose and scope of a workforce plan based on service needsIdentify, analyse and assess riskManage Financial ResourcesManage RiskManage finance for your area of responsibilityManage the development and direction of workManage, monitor and report riskManaging FinancePlan the workforce to achieve outcomesRaise awareness of risk management within an organisationRaise awareness of risk management within an organisationUse information for decision makingWorkforce Planning

How you’ll actually learn this

One-to-one, on your own real work

A qualification is usually something done to you: sit the class, sit the exam, hope it sticks. Here it’s the opposite. You learn it one-to-one with a companion, on your own real work, and you keep going until you can use it, not just recall it.

One-to-one, on your real workNo lectures, no past-papers. Every unit is practised on the actual tasks your job throws at you, a tutor beside you, not a video in front of you.

Taught to the top, not the testMost courses stop at remembering. Your companion keeps climbing: analysing, judging, creating. That’s the part a machine can’t do for you.

Credits you keep, a map that continuesEvery unit is regulated and yours for good. The day you finish, Zavmo already knows the next role your new credits open.

Conducting a Management ProjectLevel 5

Applied to your work in any of these jobs

Which job do you mean?

Quality Improvement Manager Manager, Customer Experience Quality Improvement Coordinator Manager Customer Experience Manager Lead Customer Touchpoint Manager Workforce Planning Manager

Learners will develop skills to plan, conduct, and evaluate a management project. The unit covers defining project objectives and scope, allocating resources, managing risks, implementing the project, and making recommendations based on outcomes.

How the thinking builds

Remember
Understand
Apply
Analyse
Evaluate
Create

An illustration of a Zavmo lesson, built from this role’s own route. The unit, its objective and every criterion above are the awarding body’s own words, not an example.

Your PlanIllustration

Built for CMI Level 5 Award in Management and Leadership

26 units in this credential, in the order it lists them, awarded by Chartered Management Institute.

Conducting a Management Project
Creating and Delivering Operational Plans
Forming Successful Teams
Managing Change
Managing Equality, Diversity and Inclusion
Managing Finance

and 20 more in the full unit list below.

These are the real units of this credential, in its own order. Nothing here is marked done, because this plan has not been started by anyone yet. Yours would fill in as you go.

One to one, not one to many

No two people run this the same way

A course is written once and handed to everyone. This is assembled around you, and keeps changing as it learns you. Five things it reads, and what each one changes.

Your actual work Every unit is taught against a live piece of your own work, not a worked example from a textbook.
What you already know The first conversation finds your starting point, so you skip what you can already do and spend the time on what you cannot.
The conditions you learn under Not a learning-styles quiz. The evidence does not support those. The dimensions the research does back, read once and used to shape the plan.
How far you got last time It picks up mid-thought. The tutor knows what you said, what you struggled with, and what it asked you to try.
Which tutor suits the moment Twelve of them, each for a different kind of thinking. The one who walks you through a first idea is not the one who stress-tests it.

See how you learn, free. Eight questions, no sign-up. A directional taster; the diagnostic inside Zavmo goes deeper and keeps adapting.

Why it sticks

Most courses stop at remembering

There’s a well-known ladder of how deeply you learn something, called Bloom’s Taxonomy. Most courses get you up the first two rungs: you remember some facts, you pass a test, you forget it. Real skill lives at the top. Judging, deciding, creating. And this isn’t a generic ladder: every rung has a named Zavmo tutor who walks you up it.

6CreateThe Creative Catalyst
5EvaluateThe Evidence Evaluator
4AnalyseThe Analyst
3ApplyThe Coach
2UnderstandThe Connector
1RememberThe Builder

Where most courses leave you Where Zavmo takes you

Why this matters: AI can already remember and understand for you. What it can’t do is take your real problem and judge the right call. So the only learning worth paying for is the learning that takes you to the top. That’s exactly what a tutor doing it with you, on your real work, is for.

The value

Why the companion is worth £70 a month

You’re not paying for the units. They’re regulated, and the same wherever you earn them. You’re paying for the one thing that decides whether you actually get there: a companion that makes them stick, on your real work.

That is one-to-one on this qualification, every day, on the work you already do, for £70 a month. Your first module is free, so you can see the teaching before you pay for any of it. Billed monthly, cancel any time and billing stops.

Earned on your own work, taught to the top.

Everything you just read, learned one-to-one on the job you already do. Your first module is free, so you can see the teaching before you pay for any of it.

Build my plan, free

No card. See how this qualification maps onto your role and meet the tutors who’d teach it, free. The learning begins when you subscribe. It’s £70 a month, billed monthly. Cancel any time and billing stops.