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Unit details

  • Core unit
  • Level 5
  • 7 credits

This unit will further develop the learners’ understanding of the nature of consultancy and related concepts, different consultancy roles and the key stages in the consulting process. 

The unit will explore the range of skills and techniques required to be effective in a learning and development consulting role for each stage of the consulting process i.e. from working with clients to address a business need, agreeing a solution through to evaluation and closure.

At the end of the unit, it is expected that they will be better able and more confident in providing customised learning and development solutions to meet the needs of different clients. Negotiating the deliverables in a consultancy contract will also be addressed in the unit.

 This unit is suitable for persons who:

  • are working in or are seeking to develop a career in L&D.

  • aim to develop their skills in consultancy.

  • aim to market their consultancy portfolio.

Learning outcomes:

On completion of this unit, learners will:

  • Understand the meaning of consultancy and the common stages in the consulting process in an L&D context.

  • Know how to work with a client to agree a learning and development solution.

  • Be able to support a client whilst implementing a learning and development solution.

Unit assessment

To achieve this unit, the evidence the learner presents for assessment must demonstrate that they have met all the learning outcomes and assessment criteria.


Learning outcomes:

The learner will:

  1. Understand the meaning of consultancy and the common stages in the consulting process in an L&D context.

  2. Know how to work with a client to agree a learning and development solution.

  3. Be able to support a client whilst implementing a learning and development solution.


Assessment criteria

1.1 Explain the meaning of consultancy

1.2 Compare and contrast different examples of consultancy in the business world

1.3 Identify and explain each stage of the consultancy process


2.1 Establish with a client the nature of the problem and/or opportunity to be addressed and the required outcomes

2.2 Assess different potential solutions for meeting the required outcomes

2.3 Recommend a costed learning and development solution


3.1 Establish with the client the processes for reporting on progress with the learning and development solution

3.2 Report on the outcomes of the learning and development solution

3.3 Recommend any future actions required post-implementation to ensure sustainable change

3.4 Discuss the causes of common problems with client-consultant relationships and ways of avoiding or addressing them

Course no longer available

Please click below for details about a suitable alternative.

See current qualifications