How to design a compliant competency assessment (bilan de compétences)
Updated
A compliant competency assessment adheres to a precise regulatory framework: it runs in three mandatory phases, preliminary, investigation and conclusion, it is delivered by a Qualiopi-certified provider for the competency assessment category, and it results in a synthesis document given exclusively to the beneficiary. Its duration does not exceed twenty-four hours spread over several weeks. It is distinguished from coaching or career guidance by its legal framework and its purpose of developing a professional project.
The legal framework
The competency assessment is an action contributing to skills development, subject to the National Quality Reference Framework. The provider must be Qualiopi-certified in the corresponding category for the service to be eligible for CPF financing or other circuits. Confidentiality is an obligation: the detailed results and synthesis document belong solely to the beneficiary.
The three mandatory phases
The preliminary phase analyzes the request, defines needs and informs the beneficiary about the conditions and methods of the assessment.
The investigation phase explores motivations, competencies, aptitudes and development potential, using evaluation and analysis tools.
The conclusion phase enables the beneficiary to assimilate the results, identify success factors for their project and define its steps. It results in the synthesis document.
What distinguishes an assessment from coaching
The competency assessment is governed by the labor code, which is not the case for coaching or career guidance. This framework grounds its CPF eligibility and imposes the three-phase structure, capped duration and confidentiality. A provider offering an assessment without respecting this framework cannot have it financed as such.
Key takeaways
- The competency assessment runs in three phases: preliminary, investigation, conclusion.
- The provider must be Qualiopi-certified for the competency assessment category.
- Duration does not exceed twenty-four hours.
- The synthesis document is given to the beneficiary alone.
- Confidentiality is a legal obligation, not a commercial option.
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