EN ISO 20700:2018

Guidelines for management consultancy services (ISO 20700:2017)

ISO 20700:2017 provides guidelines for the effective delivery of management consultancy services.

Leitlinien für Unternehmensberatungsdienstleistungen (ISO 20700:2017)

Lignes directrices relatives aux services de conseil en management (ISO 20700:2017)

L'ISO 20700:2017 fournit des lignes directrices pour l'exécution efficace de prestations de conseil en management.
NOTE       Se référer à l'Annexe A pour des informations complémentaires sur les normes ISO.

Smernice za svetovalne storitve na področju vodenja (ISO 20700:2017)

Ta dokument podaja smernice za učinkovito zagotavljanje svetovalnih storitev na področju vodenja.
OPOMBA: Za dodatne informacije o standardih ISO glej dodatek A.

General Information

• Status: Published
• Publication Date: 04-Sep-2018
• Withdrawal Date: 30-Mar-2019
• ICS: 03.100.01 - Company organization and management in general
• Technical Committee: CEN/TC 381 - Project Committee - Management consultancy services
• Drafting Committee: CEN/TC 381 - Project Committee - Management consultancy services
• Current Stage: 6060 - Definitive text made available (DAV) - Publishing
• Start Date: 05-Sep-2018
• Due Date: 23-Mar-2020
• Completion Date: 05-Sep-2018
• Ref Project: SIST EN ISO 20700:2018 - Guidelines for management consultancy services (ISO 20700:2017)

Relations

• Replaces: EN 16114:2011 - Management consultancy services
• Effective Date: 05-Sep-2018

Standards Content (Sample)

SLOVENSKI STANDARD
01-november-2018
1DGRPHãþD
SIST EN 16114:2011
6PHUQLFH]DVYHWRYDOQHVWRULWYHQDSRGURþMXYRGHQMD,62
Guidelines for management consultancy services (ISO 20700:2017)
Lignes directrices relatives aux services de conseil en management (ISO 20700:2017)
Ta slovenski standard je istoveten z: EN ISO 20700:2018
ICS:
03.080.20 Storitve za podjetja Services for companies
2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.

EN ISO 20700
EUROPEAN STANDARD
NORME EUROPÉENNE
September 2018
EUROPÄISCHE NORM
ICS 03.100.01 Supersedes EN 16114:2011
English Version
Guidelines for management consultancy services (ISO
20700:2017)
Lignes directrices relatives aux services de conseil en
management (ISO 20700:2017)
This European Standard was approved by CEN on 6 May 2018.

CEN members are bound to comply with the CEN/CENELEC Internal Regulations which stipulate the conditions for giving this
European Standard the status of a national standard without any alteration. Up-to-date lists and bibliographical references
concerning such national standards may be obtained on application to the CEN-CENELEC Management Centre or to any CEN
member.
This European Standard exists in three official versions (English, French, German). A version in any other language made by
translation under the responsibility of a CEN member into its own language and notified to the CEN-CENELEC Management
Centre has the same status as the official versions.

CEN members are the national standards bodies of Austria, Belgium, Bulgaria, Croatia, Cyprus, Czech Republic, Denmark, Estonia,
Finland, Former Yugoslav Republic of Macedonia, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania,
Luxembourg, Malta, Netherlands, Norway, Poland, Portugal, Romania, Serbia, Slovakia, Slovenia, Spain, Sweden, Switzerland,
Turkey and United Kingdom.
EUROPEAN COMMITTEE FOR STANDARDIZATION
COMITÉ EUROPÉEN DE NORMALISATION

EUROPÄISCHES KOMITEE FÜR NORMUNG

CEN-CENELEC Management Centre: Rue de la Science 23, B-1040 Brussels
© 2018 CEN All rights of exploitation in any form and by any means reserved Ref. No. EN ISO 20700:2018 E
worldwide for CEN national Members.

Contents Page
European foreword . 3

European foreword
The text of ISO 20700:2017 has been prepared by Technical Committee ISO/TMBG "Technical
Management Board - groups” of the International Organization for Standardization (ISO) and has been
taken over as EN ISO 20700:2018 by Technical Committee CEN/TC 381 “Management consultancy
services” the secretariat of which is held by UNI.
This European Standard shall be given the status of a national standard, either by publication of an
identical text or by endorsement, at the latest by March 2019, and conflicting national standards shall
be withdrawn at the latest by March 2019.
Attention is drawn to the possibility that some of the elements of this document may be the subject of
patent rights. CEN shall not be held responsible for identifying any or all such patent rights.
This document supersedes EN 16114:2011.
According to the CEN-CENELEC Internal Regulations, the national standards organizations of the
following countries are bound to implement this European Standard: Austria, Belgium, Bulgaria,
Croatia, Cyprus, Czech Republic, Denmark, Estonia, Finland, Former Yugoslav Republic of Macedonia,
France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta,
Netherlands, Norway, Poland, Portugal, Romania, Serbia, Slovakia, Slovenia, Spain, Sweden, Switzerland,
Turkey and the United Kingdom.
Endorsement notice
The text of ISO 20700:2017 has been approved by CEN as EN ISO 20700:2018 without any modification.

INTERNATIONAL ISO
STANDARD 20700
First edition
2017-06
Guidelines for management
consultancy services
Lignes directrices relatives aux services de conseil en management
Reference number
ISO 20700:2017(E)
©
ISO 2017
ISO 20700:2017(E)
© ISO 2017, Published in Switzerland
All rights reserved. Unless otherwise specified, no part of this publication may be reproduced or utilized otherwise in any form
or by any means, electronic or mechanical, including photocopying, or posting on the internet or an intranet, without prior
written permission. Permission can be requested from either ISO at the address below or ISO’s member body in the country of
the requester.
ISO copyright office
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Tel. [phone]
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ii © ISO 2017 – All rights reserved

ISO 20700:2017(E)
Contents Page
Foreword .v
Introduction .vi
1 Scope . 1
2 Normative references . 1
3 Terms and definitions . 1
4 Principles . 4
4.1 General . 4
4.1.1 Scope . 4
4.1.2 Typical consulting process . 4
4.1.3 Responsibilities . 5
4.2 Other standards. 5
4.3 Ongoing evaluation and improvement . 5
4.4 Policies . 6
4.4.1 Regulatory framework . 6
4.4.2 Stakeholder engagement and commitment . 6
4.4.3 Code of ethical and professional conduct . 6
4.4.4 Project governance . 7
4.4.5 Capability . 7
4.4.6 Communication . 8
4.4.7 Data protection and confidentiality . 8
4.4.8 Protection of intellectual property . 8
4.4.9 Social responsibility . 8
4.4.10 Health and safety . 8
4.4.11 Risk and quality management . 9
4.4.12 Guarantees . 9
5 Contracting . 9
5.1 General . 9
5.2 Purpose . 9
5.3 Input . 9
5.4 Outcome .10
5.5 Contents .10
5.5.1 General.10
5.5.2 Context .10
5.5.3 Services and deliverables .10
5.5.4 Approach and work plan .11
5.5.5 Roles and responsibilities .11
5.5.6 Acceptance criteria .11
5.5.7 Terms and conditions .12
6 Execution .12
6.1 General .12
6.2 Purpose .12
6.3 Input .12
6.4 Outcome .12
6.5 Contents .13
6.5.1 General.13
6.5.2 Refining the agreed work plan .13
6.5.3 Implementing the work plan .13
6.5.4 Assignment management and monitoring .13
6.5.5 Appro
...