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ISO 20700:2017 Guidelines formanagement consultancy servicesCMC-Global 20700 ToolboxPSC Committee – 1st Edition September 2017
CMC-Global 20700 ToolboxPart 1: ISO 20700:2017 RoadmapPart 2: Introduction to ISO 20700:2017Part 3: Use of ISO 20700:2017Part 4: Get involved with ISO 20700:2017Part 5: Self Declaration Check List
CMC-Global 20700 ToolboxPart 1:ISO 20700:2017 Roadmap
development of ISO 20700Development of the ISO Standard started in Milano 2014 and finished in Bejing2016.
Roadmap to ISO 20700
development of ISO 20700Chaired by Robert BodensteinAustria 48 countries where activelyinvolved in developing this standardon management consultancyservices.Chair RobertBodensteinAustria48 countriesISO20700Editingmeetings andtelephoncalls4 plenarymeetingsIn Plenary Meetings,in Editing Meetings,In a lot of telephone calls made thatproject come to live.
CMC-Global 20700 ToolboxPart 2:Introduction toISO 20700:2017
ISO 20700:2017ISO 20700:2017 Introduction“ .Management consultantsuse their know-howto support clients in any sectorlocally, regionally, and/or globallyto deal with important issuesas to handle complexity,achieve sustainable organizational growth,innovate, to achieve change, enhance productivity.The management consultancy industrymakes a substantial contribution to the world economy .”
ISO 20700:2017ISO 20700:2017 IntroductionThis document is based on good practice from the managementconsultancy industry. It includes recommendations to improve thespecification, execution, acceptance of the outcome and closure ofmanagement consultancy services, based on research and the experienceof a wide range of MCSPs(1) and their clients.Innovation, differentiation and ethical behaviour are important parts of anMCSP’s value proposition. This document focuses only on thedeliverables and outcomes of management consulting. MCSPs are free touse their own methods and approaches.(1)MCSP Management Consultancy Service Provider
What is the idea behind ISO 20700This document takes the form of an easy-to-understand guidancedocument, written from the perspective of management consultancy. Itapplies to all MCSPs, whatever their size or specialism, including soleproprietors, partnerships, associations, governmental and nongovernmental organizations, internal departments of corporations, etc.In summary, the guiding principles of this Standard are that it:a)is written as guidance;b)is applicable to all MCSPs;c)applies to organizations, not their internal resources;d)is based on outcomes;e)protects innovation and differentiation;f)emphasizes importance of understanding clients’ needs;g)is easy to understand;
CMC-Global 20700 ToolboxPart 3:Use ofISO 20700:2017
Structure of the standardA list of Terms and DefinitionsPrinciple:The standard consulting process is the base of the standard i.e. Contracting: (3.7 contracting set of activities aimed at reaching an agreement(3.1) to provide MCS). Execution: (3.9 execution: performance of the management consultancy service). Closure: (3.5 closure: set of activities aimed at ending the assignment (3.2)between the MCSP, the client (3.4) and the recipient (3.21).
Structur of the standardPolicies in that process are Awareness of regulatory framework Stakeholder engagement and commitment Code of ethical and professional conduct Project governance Capability Communication Data protection and confidentiality Protection of intellectual property Social responsibility Health and safety Risk and quality managementOngoing evaluation and improvementClaims and dispute
Structure of the standardAfter listing the basicprinciples, the phases of the consulting process are described in ome·Contents
AnnexesInformative Annexes A to G are added Annex A: Examples of typical stakeholders Annex B: Basic structure of consulting activities Annex C: Examples of guidelines for MCSPs for a code of conduct Annex D: Examples of guidelines to manage conflicts of interest Annex E: Examples of criteria to evaluate capability Annex F: Examples of guidelines for MCSPs for typical risk management Annex G: Examples of typical understanding activities “pre-assignment”
CMC-Global 20700 ToolboxPart 4:Get involved withISO 20700:2017
ISO 20700 aims atThe aim of this standard is to improve transparency and understanding between clients and management consultancy service providers in order to achieve better results from consultancy projects. By improving quality, professionalism, ethical behaviour and interoperability of management consultancy, this standard is intended to enhance the effectiveness of the management consulting industry and accelerate the development of the profession.
get involved!Appropriate application of the standard enables MCSPsto provide better value for clientsand reduce risk in management consultancy assignments.The standard focuses only on the deliverables and outcomes. MCSPs arefree to use their own methods and approaches.Inform your clients that you deliver your management consultancy servicesaccording to ISO 20700!
get involved!Spread the message:on your website“as provider of management consultancy services we deliver ourservices according to ISO 20700:2017”on your Business card“provider of management consultancy services deliver according toISO 20700:2017”
CMC-Global 20700 ToolboxPart 5:Self Declaration Check ListISO 20700:2017
ISO 20700:2017Self Declaration Check List:1) We understand the relevant terms the same wayYesNoother2) Appropriate resources from MCs provenance and clients responsibilityidentified and availableYesNoother3) All relevant national and international norms and standards consideredYesNoother4) Ongoing evaluation and improvement process is installedYesNoother5) Significant laws and norms are specified and agreed onYesNoother
ISO 20700:2017Self Declaration Check List:6) Suitable dialog with the clientis set upYesNoother7) Relevant stakeholders are identified and engagedYesNoother8) Our ethical and professional conduct is aligned with the clientsYesNoNot necessaryother9) We have a code of conductYesNoother10) We decided on how to confront identified differences between ours and theclients code of conductYesNoNot necessaryother
ISO 20700:2017Self Declaration Check List:11) We govern our projectsYesNoother12) We made sure that we have the appropriate capabilities throughout theassignmentYesNoother13) We protect our confidential data and information and safeguard the rights ofprivacy of stakeholdersYesNoNot applicableother14) We protect our intellectual property and the rights of the clients intellectualpropertyYesNoNot applicableother
ISO 20700:2017Self Declaration Check List:15) We consider social responsible, health and safety issues in doing ourbusinessYesNoother16) We manage risks and quality issues continuallyYesNoother17) We have an identifiabel process from contracting to closure the assignementContracting Execution ClosureYesNoother18) We gather feedback to learn from our projectsYesNoother
ISO 20700:2017
management consultancy services, based on research and the experience of a wide range of MCSPs (1) and their clients . ISO 20700:2017 Innovation, differentiation and ethical behaviour are important parts of an MC
