Unpacking ISO 41000

Understanding ISO 41000 and how it might impact on the future of the FM industry in Australia

1© 2018 Martin Leitch1/12/2018

Overview

• Understand the standard and how it was developed

• An overview of ISO 41001

• Issues around industry adoption

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ISO development

3https://www.iso.org/developing-standards.html

Key Principles

• ISO standards respond to a need in the market

• ISO standards are based on global expert opinion

• ISO standards are developed through a multi-stakeholder process

• ISO standards are based on a consensus

4https://www.iso.org/developing-standards.html

ISO 41000

• ISO 41011:2017 Facility management – Vocabulary

• ISO 41012:2017 Facility management - Guidance on strategic sourcing and the development of agreements

• ISO 41013:2017 Facility management - Scope, key concepts and benefits

• ISO 41001:2018 Facility management - Management systems - Requirements with guidance for use

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ISO 41001: Applicability

• Organisations wishing to:

– Establish, implement, maintain and improve an integrated FM system

– Assure themselves of conformity with its stated management policy

– Demonstrate conformity with the Standard

6ISO 41001 & ISO 41011: 3.7.5

ISO 41001: Conformity

• Demonstrate conformity with the Standard by:– Making a self determination and self declaration

– Seeking confirmation of its conformity by parties having an interest in the organisation

– Seeking confirmation of its self declaration by a party external to the organisation

– Seeking certification/registration of its FM system by an accredited third party certification body

7ISO 41001

ISO 41001: Business alignment

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The Standard adoptsa process approach ……

ISO 41001: Business alignment

• The process approach emphasises the importance of:– understanding and meeting the demand organization’s requirements through

an integrated planning process;

– the relationship between the integrated planning process and Clauses 4 to 10 of the Standard;

– the documentation associated with the requirements of the FM system and the subject of certification assessments;

– all of the above in the context of management levels;

– continual improvement of processes based on objective measurement.

9ISO 41001

ISO 41001: Benefits

• Improved workforce productivity, safety and health and wellbeing

• Improved communication of requirements and methodologies among and between public and private sector organisations

• Improved efficiency and effectiveness, thus improving cost benefits to the organisations

• Improved service consistency

• Providing a common platform for all types of organisations

10ISO 41001

ISO 41001: FM System

‘The organisation shall establish, implement, maintain and continually

improve an FM system ….’ ISO 41001, 4.4

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Management system: ‘set of interrelated or interacting elements of an organisation to establish policies and objectives and

processes to achieve those objectives’ ISO 41011, 3.7.5

ISO 41001: Contents

• Context of the organisation

• Leadership

• Planning

• Support

• Operation

• Performance evaluation

• Improvement

• Annex:– Guidance on the use of this document

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ISO 41001: Methodology

13

CHECK PLAN

DO

ACT

FM POLICY

FM STRATEGY

FM PLANS

IMPLEMENT

MEASURE

IMPROVE

DEMAND ORGANISATION

FM ORGANISATION

4 Context5 Leadership6 Planning7 Support

8 Operation

9 Performanceevaluation

10 Improvement

Core business strategy supported by FM

Adapted from ISO 41001

ISO 41001: Context

• The organisation and its context

• Needs and expectations of interested parties

• Scope of the FM System

• FM System

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ISO 41001: Leadership

• Leadership and commitment

• Policy

• Roles, responsibilities and authorities

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ISO 41001: Planning

• Actions to address risks and opportunities

• FM objectives and planning to achieve them

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ISO 41001: Support

• Resources

• Competence

• Awareness

• Communication

• Documented information

• Organisational knowledge17

ISO 41001: Operation

• Operational planning and control

• Coordination with interested parties

• Integration of services

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ISO 41001: Performance evaluation

• Monitoring, measurement, analysis and evaluation

• Internal audit

• Management review

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ISO 41001: Improvement

• Nonconformity and corrective action

• Continual improvement

• Preventive actions

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ISO 41001: Current status

• ISO 41001, 41011 & 41012: published

• ISO 17021-11: published

• Adoption by Australian Standards: imminent

• Adoption by the industry: ??

• Certifying body: ??

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ISO/TEC TS 17021-11

Competence requirements for auditing and certification of facility (FM) management

systems

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ISO 17021-11: Contents

• Generic competence requirements

• Competence requirements for FM management system auditors

• Competence requirements for personnel reviewing audit reports and making certification decisions

• Competence requirements for other personnel

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Industry adoption?

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• The big question

– The demand organisation

– The service provider

– Industry bodies

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