The document provides information about the end point assessment (EPA) process for the Chartered Manager Degree Apprenticeship. It outlines the key stages of the EPA journey, including the gateway, portfolio, work-based project, and final assessment. The final assessment involves a competency-based interview and presentation where apprentices demonstrate their knowledge, skills, and behaviors against the apprenticeship standard. Those who are successful will also be assessed for Chartered Manager status.

1. CMDA EVIDENCE AND
EPA PREPARATION
April 2018
Jim Craig MCMI
End Point Assessment
Operations Manager
Helen Chauhan MCMI
Higher Education
Engagement Manager

2. CMI EPA STANDARDS
GATEWAY
Level 3 Team Leader / Supervisor
Level 5 Operations / Departmental Manager
Level 6 Chartered Manager Degree Apprenticeship
Level 7 Senior Leader Masters Degree Apprenticeship
Showcase and interview

3. WHAT IS
EPA

4. Welcome if on
Qualification
Apprentice Learner
COMMUNICATIONS
Suggested
EPA dayRegistration
6 months
prior EPA
day
4 months
prior EPA
day
2 months
prior EPA
day
1 months
prior EPA
day
1 week
prior EPA
day
Follow up
Confirm Booking
University
EPA Health Check
Fix the date
Tentative calendar
invites to panel
Full Details Factsheet
Results and Feedback
Loaded on to CMI
EPA system
EPA Health Check
Employer
EPA Health Check
Confirm Booking
Full Details Factsheet
Results and Feedback
Gateway
Conformation Gateway
submission has been received
Full Details Factsheet
Confirm Booking Results and Feedback
Conformation Gateway submission
has been received
Gateway
Passed

5. On
programme
Chartered
Manager
Degree
Apprenticeship
Gateway
 Degree
 Portfolio of
evidence
 Work-based
Project
 L2 English
and Maths
EPA
 Review of
portfolio of
evidence
 Review of work-
based project
 Presentation
and interview
 CMgr
Assessment
CMI = IAA
Apprenticeship
 BSc (Hons)
Professional
Management
 CMI Level 5
Diploma
(optional)
 Chartered
Manager (CMgr)
status
 Apprenticeship
award
CMDA JOURNEY

6. THE EPA JOURNEY
CMI EPA
and
Apprentice
Toolkit
EPA
System

7. Digital support platform
Mock Question sets
24 Independent Apprentice
Assessors
Digital lead approach
Quality first
CERTIFICATION
CMgr at Level 5 and above
EPA TIMELINE

8. THE PORTFOLIO
• Collection of evidence to demonstrate skills, knowledge and
behaviours against the totality of the Apprenticeship Standard
• Enables the apprentice to showcase their best work
• Presented electronically
• Video, audio and photographic evidence encouraged
• Clearly referenced against the learning outcomes within the
Standard
• Provides an opportunity for the apprentice to reflect on their
learning and demonstrate how they have applied their
acquired knowledge in their workplace
• 15 days prior to assessment day

9. THE PORTFOLIO
CONTENTS (15-20* PIECES):
• Individual Learning Plan
• The work-based project
• Any performance reviews and work appraisals (including 360
degree feedback)
• CPD record/activities log
• A range of work based evidence
• A statement of authenticity
• Expert witness signatures (from peers and line manager)
* Recommended IFA quantity

10. WORK BASED PROJECT
• The project will be set and completed during the latter part of
the Apprenticeship
• Mapped to the Apprenticeship Standards (in the Portfolio) and
demonstrate knowledge, skills and behaviours
• Based on a business problem that is part of the apprentice’s
role
• Use of assumptions and consequences to demonstrate
understanding of commercial pressures and the application of
the apprentice’s thinking and problem solving skills
• University to support apprentice in liaison with their employer
• Suitable time should be set aside by the employer to enable
the apprentice to plan, undertake and write up the project

11. • Location
• Duration
• Panel members
• Contents
 The Interview
 The Presentation
• Reasonable adjustments?
• Results
THE
ASSESSMENT
DAY

12. COMPETENCY-BASED
INTERVIEW
• Panel:
 Independent Apprenticeship Assessor (Chair)
 Representative* from employing organisation
 Representative* from university
(* each should have some prior knowledge of the apprentice, their project and the portfolio).
• 45 minutes (maximum)
• Designed to offer the apprentice the opportunity to demonstrate
knowledge, skills and behaviours against the Standard
• Opportunity to showcase the portfolio and work-based project
and demonstrate impact on the business
• Apprentice to be supported in advance by the university and
should be encouraged to access mock questions and resources
i.e. STAR techniques in advance

13. QUESTIONS
• The IAA will have prepared questions using CMI’s question bank
• Example: Give an example of when you have effectively delivered an
operational plan?
◦ FAIL
 Unable to comment
◦ PASS
 Provide example of delivery on the plan
 Ability to describe the plan
 Clear explanation of role
◦ MERIT
 Provide information without probing and answer all questions with relevant
examples
◦ DISTINCTION
 Demonstrate consistent depth and breadth of knowledge of the operational plan,
relation and impact to the company’s strategic plan and evidence of effective
delivery

14. CMDA PRESENTATION
• 15 -25 minutes
• Focus:
 outcomes of the project
 demonstration of appropriate interpersonal and
behavioural skills
• Should describe the objectives and outputs and
demonstrate:
 what they set out to achieve
 what they have produced in the project
 how they have approached the work and dealt with any
issues

15. PRESENTATION ASSESSMENT
• 25 to 40 minutes Q&A following the presentation
• Questions will be structured and provided by the IAA (in
advance) based on their assessment of the work-based
project
• Panel members may ask pre-agreed questions or prepare
their own probing questions
• IAA to determine outcome, which will then be moderated by
Lead IAA within CMI before results are released

16. • Apprentices will also be
assessed for Chartered
Manager status
• CMI is the only End Point
Assessment Organisation
who can award the CMgr
acolade
• Apprentice must have three
years work experienceCHARTERED
MANAGER

17. EPAO:
EPA Organisation
EPA Organisation ID
EPAO Declaration
Provider details:
Provider name
UKPRN
Employer Details:
Employer Reference
Number
Employer name
Name of contact
Address line 1
Address line 2
Address line 3
Town/City
Postcode
Learner Details:
Registration
Learner number
First name
Family name
DOB
Sex
Standard code
Standard name
Level
Option (if Applicable)
Publication date
Over all grade
Learning start date
Achievement date
REQUIRED INFORMATION FOR
CERTIFICATE CLAIM

18. YOUR QUESTIONS