ISO/DIS 10667-2

DRAFT INTERNATIONAL STANDARD
ISO/DIS 10667-2
ISO/TC 260 Secretariat: ANSI
Voting begins on: Voting terminates on:
2019-12-13 2020-03-06
Assessment service delivery — Procedures and methods to
assess people in work and organizational settings —
Part 2:
Requirements for service providers

Livraison d'un service d'évaluation — Modes opératoires et méthodes d'évaluation des personnes au

All rights reserved. Unless otherwise specified, or required in the context of its implementation, 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

Foreword ........................................................................................................................................................................................................................................iv

Introduction ..................................................................................................................................................................................................................................v

1 Scope ................................................................................................................................................................................................................................. 1

2 Normative references ...................................................................................................................................................................................... 2

3 Terms and definitions ..................................................................................................................................................................................... 2

4 Agreement procedure ..................................................................................................................................................................................... 6

4.1 Agreement ................................................................................................................................................................................................... 6

4.2 Service provider responsibilities ............................................................................................................................................ 7

4.3 Relationship between the service provider and client ......................................................................................... 7

4.4 Assurance of service provider competence ................................................................................................................... 7

4.4.1 General...................................................................................................................................................................................... 7

4.4.2 Competence and training ......................................................................................................................................... 7

4.5 Anticipating outcomes and consequences ...................................................................................................................... 8

4.6 Supplementary research activities ........................................................................................................................................ 8

5 Pre-assessment procedures ...................................................................................................................................................................... 8

5.1 Identification of assessment needs ....................................................................................................................................... 8

5.2 Assessment services recommendation .............................................................................................................................. 8

5.3 Assessment services agreement .............................................................................................................................................. 9

6 Assessment delivery ......................................................................................................................................................................................10

6.1 Steps ..............................................................................................................................................................................................................10

6.2 Planning the assessment .............................................................................................................................................................10

6.2.1 Assessment plan ............................................................................................................................................................10

6.2.2 Security .................................................................................................................................................................................11

6.2.3 Assessment participants' rights ......................................................................................................................11

6.2.4 Assessment participants' data protection ..............................................................................................11

6.2.5 Specifying feedback ....................................................................................................................................................12

6.3 Informing assessment participants....................................................................................................................................12

6.3.1 Provision of information ........................................................................................................................................12

6.3.2 Enabling assessment participants to prepare for the assessment ....................................13

6.3.3 Use of personal data...................................................................................................................................................13

6.3.4 Confidentiality and anonymity .........................................................................................................................14

6.4 Conducting the assessment .......................................................................................................................................................14

6.5 Interpreting and using results ................................................................................................................................................14

6.6 Preparing and providing reports .........................................................................................................................................15

6.6.1 Preparing reports .........................................................................................................................................................15

6.6.2 Providing reports .........................................................................................................................................................15

6.7 Providing feedback ...........................................................................................................................................................................15

6.8 Evaluating the assessment .........................................................................................................................................................15

6.8.1 Ongoing monitoring of the assessment .....................................................................................................15

6.8.2 Periodically reviewing the assessment .....................................................................................................15

7 Post-assessment review .............................................................................................................................................................................16

Annex A (informative) Rights and responsibilities of assessment participants: Guidelines

and expectations ................................................................................................................................................................................................17

assessment methods and procedures .........................................................................................................................................19

Annex C (informative) Supplemental information on analysis and interpretation of results ...............21

Annex D (informative) Supplemental information on reporting .........................................................................................22

Bibliography .............................................................................................................................................................................................................................23

ISO (the International Organization for Standardization) is a worldwide federation of national standards

bodies (ISO member bodies). The work of preparing International Standards is normally carried out

through ISO technical committees. Each member body interested in a subject for which a technical

committee has been established has the right to be represented on that committee. International

organizations, governmental and non-governmental, in liaison with ISO, also take part in the work.

ISO collaborates closely with the International Electrotechnical Commission (IEC) on all matters of

The procedures used to develop this document and those intended for its further maintenance are

described in the ISO/IEC Directives, Part 1. In particular, the different approval criteria needed for the

different types of ISO documents should be noted. This document was drafted in accordance with the

editorial rules of the ISO/IEC Directives, Part 2 (see www .iso .org/ directives).

Attention is drawn to the possibility that some of the elements of this document may be the subject of

patent rights. ISO shall not be held responsible for identifying any or all such patent rights. Details of

any patent rights identified during the development of the document will be in the Introduction and/or

Any trade name used in this document is information given for the convenience of users and does not

For an explanation of the voluntary nature of standards, the meaning of ISO specific terms and

expressions related to conformity assessment, as well as information about ISO's adherence to the

World Trade Organization (WTO) principles in the Technical Barriers to Trade (TBT), see www .iso .org/

This document was prepared by Technical Committee ISO/TC 260, Human resource management.

This second edition cancels and replaces the first edition (ISO 10667-2: 2011), which has been

— Detail has been added to the explanation about purpose and means of assessment in the introduction;

— Definition of the Term “requirements analysis” has been added, the function of requirements

— Relevance of the standard has been explained for methods that may be used for assessment and

— Clarification concerning the use of new technology, such as machine learning, artificial intelligence

— Additional details regarding security of assessment materials and assessment participant results;

— Emphasis on encouraging clients to adopt evidence-based approaches to assessment; and

Any feedback or questions on this document should be directed to the user’s national standards body. A

ISO 10667 ensures that the benefits of using assessments are realized. This document focuses on

aspects of the quality of assessment service delivery in work and organizational settings that occur

across the employment life cycle: recruitment and selection; career/vocational guidance; learning and

development; succession planning; outplacement; etc. This document establishes a framework for the

assessment process. Its scope covers how all areas of assessment in work and organizational settings

are carried out (both direct and indirect). It also identifies core concepts, related to assessment, that

shall be considered such as use of evidence-based approaches, fairness and validity to enhance quality

This document also provides a framework within which to position more specific national and

ISO 10667 presents an evidence-based perspective of the assessment service delivery process that has

world-wide applicability. It enables an organization to become a more effective user of assessment,

making better hiring decisions and enhancing the potential, well-being, and employee-organization fit

of all its employees. This document promotes the provision of standardized, appropriate, and equitable

delivery of assessment services. It also enables regulatory bodies, other authorities, and society at

ISO 10667 provides clear and concise guidance for the clients who require assessment services and

their service providers, in order to enable all stakeholders to realize the potential benefits of good

— enabling appropriate evaluation of the quality of assessment service provision; and

— exploring advantages and disadvantages resulting from and/or associated with implementation of

It is likely that users of ISO 10667 initially possess very different levels of competence, understanding

and familiarity with the concepts involved in the development of standardized procedures and

methods to assess individuals, groups and organizations in the occupational arena. Accordingly, in

order to facilitate its use by a variety of stakeholders and to provide guidance about the background of

ISO 10667, this introduction presents key information about the utility, intent and layout of ISO 10667.

ISO 10667 relates to the delivery of assessments used at the individual, group, and organizational

levels. ISO 10667 aims to promote good practices and to encourage clear documentation of the working

relationship between a client and its service provider(s) involved in the assessment delivery process.

The aim of this standard is not that organizations – especially small and medium sized organizations

– are necessarily forced to work with external providers to further improve the quality of their

assessment processes. In fact this standard is guidance for organizations to implement assessment

It functions as practical guidance for both the client and the service provider(s) involved in the

assessment delivery process. It describes their respective obligations and responsibilities before,

during, and after the assessment process. It also provides guidance on the rights and responsibilities

of assessment participants and others involved in assessment procedures, including recipients of the

Figure 1 provides an overview of the possible interactions and relationships between the different

NOTE Parties in the assessment process have different roles and interact with each other throughout the

assessment process. In addition, a single party can serve multiple roles. For example, in a career counselling

setting, a participant purchases the services and thus also is the client; an internal HR team provides services to

the organization and at the same time uses assessment services provided by external vendors.

ISO 10667 is intended for clients and service providers who need to work both sequentially and

collaboratively in order to ensure effective delivery of assessment services. ISO 10667-1 provides

requirements and guidance for the client. ISO 10667-2 provides requirements and guidance for the

service provider. A client should be aware of and adhere to ISO 10667-1 in initiating an appropriate

request for assessment services, including fully disclosing its assessment needs and implementing the

requirements of ISO 10667. However, if a service provider learns that a prospective client is not aware

of, or is not using, ISO 10667-1, it should inform the client of these best practices and encourage the

client to act in accordance with ISO 10667-1 with respect to the entire assessment process.

A service provider is involved in the provision of assessment services in work and organizational

settings, either as an internal employee of a client or as an external contractor. A client is the person

seeking assessment services for himself/herself, or an organization seeking assessment services for

In both parts of ISO 10667, Annex A outlines the rights and responsibilities of the assessment participant

In addition to service providers, clients and assessment participants, stakeholders might include the

a) End users of assessment information within an organization who make strategic and/or operational

decisions (e.g., hiring managers in the case of assessment for selection, human resources managers

in the case of succession planning or organizational talent management, executive management in

NOTE In some countries work councils/employee representatives also have access to the assessment

3) organizations that provide assessment for licensing or certification of people;

5) policy-makers (e.g., human resources managers setting organizational assessment policy,

work councils engaged in assessment policy and procedure, external policy makers such as

professional bodies, regulatory authorities and others who rely on the results of assessment).

ISO 10667 covers all assessments that occur within an employment or occupational context. Aspects of

the employment life cycle where assessment is commonly used include, but are not limited to:

j) employee satisfaction, culture change due to merger or acquisition, employee engagement levels of

k) determination of eligibility and/or qualifications in certain job categories, including for health and

ISO 10667 covers procedures and methods that are used for the purposes specified above and targeting

the levels also specified above. Such methods include, but are not limited to: interviews; behaviour

observations and simulations; document analysis; questionnaires; CV parsing; voice- and video

analysis; algorithm-based preselection; surveillance methods, and other assessment procedures and

approaches used to collect assessment data regardless of how they are developed and marketed (e.g.,

To build an efficient standard, useful to both the client and the service provider, the assessment process

This document addresses the requirements applicable to a client who determines that it has a need for

one or more assessments for use in the employment life cycle, and then seeks to obtain such assessment

services from a service provider whom it selects. ISO 10667-2 addresses the requirements applicable

to a service provider from whom a client seeks recommendations about what assessments might

meet its needs, and then provides assessment services to a client once it is selected based on those

In both parts of ISO 10667, each assessment stage is covered in a separate clause (see 4, 5, 6 and 7) as

a) Agreement procedures (clause 4) describe mutual responsibilities and obligations of the client and

the service provider, as well as the format of their agreement and a description of what must be

1) identifying what needs to be assessed and how, together with choosing the criteria for

3) providing a clear rationale for the assessment; documenting the agreement between the client

and the service provider through a written statement of work, or contract, as appropriate.

c) Assessment delivery (clause 6) covers all phases of preparing for and carrying out the assessments.

d) Post-assessment review (clause 7) covers reviewing the assessment process to determine whether

the outcomes, consequences and utility of the assessment are consistent with the assessment

needs, whether the goals are met, and what changes in the assessment process should be adopted

ISO 10667-2 establishes requirements and guidance for one or more service provider(s) in working with

a client to carry out the assessment of an individual, group or organization for work-related purposes

This document addresses the requirements for the service provider with respect to, among other areas:

a) the choice, integration, implementation and evaluation of assessment procedures and methods in

making recommendations to a client who has an assessment need, carrying out and delivering such

assessments, and assisting the client in communicating with assessment participants and others;

c) the collection, processing, and storage of personal data of assessment participants and of

d) ensuring the required competence and professionalism of any person working under its control

ISO 10667-2 also specifies assessment methods and procedures that can be carried out for one or more

of the following work-related purposes made by or affecting individuals, groups or organizations,

— employment-related decisions, e.g., recruitment, selection, development, appraisal, promotion,

— career-related decisions (e.g., recruiting, coaching, guidance, vocational rehabilitation and

— organizational decisions (e.g., restructuring, morale and culture initiatives, mergers and

No detailed technical or professional specifications are included within ISO 10667-2; however, an

explanation of some of the more common professional terms used in assessment (e.g., validity,

reliability, fairness, standardization) are included in Annex B. Despite the informative nature of this

annex, the quality of assessment procedures and methods is important to the client in relation to the

purposes of the assessment, the relevance of the measures involved, their validity, reliability, fairness,

standardization and any issues relating to special needs of the assessment participant and other factors

NOTE 2 See Bibliography for examples of various professional guidelines and national standards.

NOTE 3 See Annex B for further details of generally accepted technical quality guidelines.

This document does not detail the specific competences required for assessors as these are dependent

For the purposes of this document, the terms and definitions given in ISO 30400 and the following apply.

ISO and IEC maintain terminological databases for use in standardization at the following addresses:

specification of the terms and conditions of the engagement between the client and the service provider

EXAMPLE Examples include, but are not limited to, details of the service or products to be delivered,

duration, scope, ownership and appropriate use of intellectual property and costs.

systematic method and procedure for ascertaining/measuring work-related knowledge, skills, abilities,

or other characteristics of an individual or group of individuals, or the performance of an individual or

Note 1 to entry: An assessment has outcomes and consequences that can be appraised and used to evaluate

its utility. Forms of assessment can include, but are not limited to: structured application forms; biographical

data inventories; tests of general and specific abilities; self-report inventories and other instruments relating to

competencies, personality, motivation, attitudes, values, beliefs, interests, etc.;