Competence of standards professionals

This document specifies the competence, consisting of knowledge, skills and attributes, needed to perform the tasks of standards professionals. This document is applicable to all personnel involved in some aspect of standardization in companies.

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Publication Date
14-Oct-2019
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6060 - International Standard published
Start Date
19-Aug-2019
Completion Date
15-Oct-2019
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INTERNATIONAL IWA
WORKSHOP 30-1
AGREEMENT
First edition
2019-10
Competence of standards
professionals —
Part 1:
In companies
Reference number
IWA 30-1:2019(E)
ISO 2019
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IWA 30-1:2019(E)
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© ISO 2019

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Published in Switzerland
ii © ISO 2019 – All rights reserved
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IWA 30-1:2019(E)
Contents Page

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

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

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

2 Normative references ...................................................................................................................................................................................... 1

3 Terms and definitions ..................................................................................................................................................................................... 1

4 Tasks and competences ................................................................................................................................................................................. 2

4.1 Tasks................................................................................................................................................................................................................. 2

4.2 Knowledge .................................................................................................................................................................................................. 3

4.3 Skills ................................................................................................................................................................................................................. 4

4.4 Attributes ..................................................................................................................................................................................................... 4

5 Competence of standards professionals ...................................................................................................................................... 5

5.1 General ........................................................................................................................................................................................................... 5

5.2 Common competences ..................................................................................................................................................................... 5

5.2.1 Common knowledge ..................................................................................................................................................... 5

5.2.2 Common skills .................................................................................................................................................................... 6

5.2.3 Common attributes ........................................................................................................................................................ 7

5.3 Competence for T1: “Standardization planning and evaluation” ................................................................ 7

5.3.1 Description of T1 ............................................................................................................................................................. 7

5.3.2 Knowledge for T1 ............................................................................................................................................................ 8

5.3.3 Skills for T1 ........................................................................................................................................................................... 8

5.3.4 Attributes for T1 ............................................................................................................................................................... 9

5.4 Competence for T2: “Standards development in companies” .....................................................................10

5.4.1 Description of T2 ..........................................................................................................................................................10

5.4.2 Knowledge for T2 .........................................................................................................................................................10

5.4.3 Skills for T2 ........................................................................................................................................................................11

5.4.4 Attributes for T2 ............................................................................................................................................................11

5.5 Competence for T3: “Standards development in external standardization

organizations” .......................................................................................................................................................................................11

5.5.1 Description of T3 ..........................................................................................................................................................11

5.5.2 Knowledge for T3 .........................................................................................................................................................12

5.5.3 Skills for T3 ........................................................................................................................................................................12

5.5.4 Attributes for T3 ............................................................................................................................................................13

5.6 Competence for T4: “Applying company standards” ...........................................................................................13

5.6.1 Description of T4 ..........................................................................................................................................................13

5.6.2 Knowledge for T4 .........................................................................................................................................................14

5.6.3 Skills for T4 ........................................................................................................................................................................15

5.6.4 Attributes for T4 ............................................................................................................................................................15

5.7 Competence for T5: “Applying standards developed by external standardization

organizations” .......................................................................................................................................................................................16

5.7.1 Description of T5 ..........................................................................................................................................................16

5.7.2 Knowledge for T5 .........................................................................................................................................................16

5.7.3 Skills for T5 ........................................................................................................................................................................17

5.7.4 Attributes for T5 ............................................................................................................................................................17

Annex A (informative) Survey questionnaire to identify the competence of standards

professionals in companies ....................................................................................................................................................................18

Annex B (informative) Summary of ISO/IWA 30 survey results ...........................................................................................21

Annex C (informative) Career roadmap for standards professionals in companies .......................................24

Annex D (informative) Workshop contributors .....................................................................................................................................25

Bibliography .............................................................................................................................................................................................................................27

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IWA 30-1:2019(E)
Foreword

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

electrotechnical standardization.

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

on the ISO list of patent declarations received (see www .iso .org/patents).

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

constitute an endorsement.

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/iso/foreword .html.

International Workshop Agreement IWA/30-1 was approved at a workshop hosted by KATS (Korean

Agency for Technology and Standards) and KSA (Korean Standards Association), held in Jeju, Korea, in

May 2019.

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

complete listing of these bodies can be found at www .iso .org/members .html.
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IWA 30-1:2019(E)
Introduction

Competence development and education for people performing a job or tasks related to standardization

activities is naturally one of the key interests of national standards bodies, standards-developing

organizations and industries involved in standardization activities, as well as for education providers

such as universities, professional associations and consultancy firms. Effective competence

development should be based on the competence requirements of these companies and standards-

developing organizations.

This rationale is why efforts have been made to develop knowledge or skill sets and qualification

programmes for standards professionals at the international, regional and national levels. At the

international level, ISO created a task force team under the Technical Management Board (TMB)

to develop capability requirements for chairs, secretaries and project editors. At the regional level,

relevant projects and activities have been carried out with published results, such as APEC's Education

[25]

Guideline 5 and a research project undertaken by the European Commission (EC). At the national

or organizational level, several countries or organizations have already tried to define a knowledge

system, required skill sets and a qualification programme for standards professionals, including China,

Japan, Korea and the United States.

These efforts have presented a need for competence requirements for standards professionals.

To deliver objectivity in this document, a global survey was carried out to identify the common and

specific competences required and then recommended for standards professionals in companies and

[26]

standards-related organizations. This document is based on APEC's Education Guideline 6 , the

responses to the global survey and an analysis of the responses. It presents the tasks and the related

competences for standards professionals in two separate parts: in companies (this document) and in

standards-related organizations (ISO/IWA 30-2).
This document includes the following topics:
— the structure of tasks and sub-tasks of standards professionals in companies;
— the common competences for standards professionals in companies;
— the competences by task for standards professionals in companies;
— a career roadmap for standards professionals in companies.

This document does not cover the certification of persons or qualifications for personnel issues. Also,

this document in principle does not focus on competence for conformity assessment tasks because this

aspect is defined in other existing ISO and IEC documents, e.g. ISO/IEC 17025.

This document is also the result of collecting the practices of different interested parties and common

competence requirements. It is a voluntary guidance document intended for global use. This document,

in its present or revised form, is intended to serve as a stepping stone for competence development and

education programmes for both ISO and its members.
© ISO 2019 – All rights reserved v
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International Workshop Agreement IWA 30-1:2019(E)
Competence of standards professionals —
Part 1:
In companies
1 Scope

This document specifies the competence, consisting of knowledge, skills and attributes, needed to

perform the tasks of standards professionals.

This document is applicable to all personnel involved in some aspect of standardization in companies.

2 Normative references
There are no normative references in this document.
3 Terms and definitions
For the purposes of this document, the following terms and definitions apply.

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

— ISO Online browsing platform: available at https: //www .iso .org/obp
— IEC Electropedia: available at http: //www .electropedia .org/
3.1
attribute
inherent characteristic of a person
EXAMPLE Visual acuity; sensitivity to others; openness.
[SOURCE: ISO/IEC TS 17027:2014, 2.10]
3.2
competence

ability to apply knowledge (3.3), skills (3.5) and attributes (3.1) to achieve intended results

Note 1 to entry: “Competence” can also be referred to as “competency”.

[SOURCE: ISO 9000:2015, 3.10.4, modified — “attributes” and Note 1 to entry have been added.]

3.3
knowledge

facts, information, truths, principles or understanding acquired through experience or education

[SOURCE: ISO/IEC TS 17027:2014, 2.56]
3.4
responsibility
obligation to act and take decisions to achieve required outcomes
[SOURCE: ISO/IEC 38500:2015, 2.22]
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IWA 30-1:2019(E)
3.5
skill

ability acquired through education, training, experience or other means to perform a task (3.8) or an

activity with a specific intended outcome

[SOURCE: ISO/IEC TS 17027:2014, 2.74, modified — The wording in the definition has been reordered.]

3.6
standards professional

person who has the competence (3.2) to perform a job or tasks (3.8) related to standardization activities

in a company or an organization performing standardization activities
3.7
standards-related organization

organization that carries out standardization activities such as planning and evaluation, development,

adoption, publication and/or dissemination of standards

Note 1 to entry: A standards-related organization is defined as a broader term than a standards-developing

organization. Standards-related organizations include organizations involved in any part of the life cycle of

standards, including planning, developing, publishing, disseminating, applying and evaluating. They include

industry, national, regional and international organizations, both governmental and non-governmental

organizations, and both formal and less formal organizations including consortia or fora.

Note 2 to entry: Some of the primary activities and staff of standards-related organizations are related to

standards, but other activities of standards-related organizations may apply. The number of staff involved

in standards in regulatory agencies or trade associations is limited, but their tasks (3.8) are described in this

document. In that context, standards-related organizations may include governmental agencies and non-

governmental organizations that have and undertake any standards-related function or division.

3.8
task
set of activities undertaken in order to achieve a specific goal
Note 1 to entry: These activities can be physical, perceptual and/or cognitive.

Note 2 to entry: While goals are independent of the means used to achieve them, tasks describe particular means

of achieving goals.
[SOURCE: ISO 9241-11:2018, 3.1.11]
3.9
company standard
standard that is adopted by a company and made available within the company

Note 1 to entry: Company standard can be established in a subdivision of a company, e.g. an individual factory,

workshop or office.
4 Tasks and competences
4.1 Tasks

The tasks of standards professionals in companies generally include, but are not limited to, five tasks

that can be repeated or expanded throughout planning, developing and applying the standards.

The five tasks of standards professionals in companies are:
a) T1: Standardization planning and evaluation;
b) T2: Standards development in companies;
c) T3: Standards development in external standardization organizations;
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IWA 30-1:2019(E)
d) T4: Applying company standards;
e) T5: Applying standards developed by external standardization organizations.
NOTE T# represents a specific task.

Standardization in companies may include, but is not limited to, five tasks based on the feedback

process of ISO Management System Standards: Plan-Do-Check-Act (PDCA).

In conducting standardization tasks in companies, standards professionals should meet the

expectations of research and development (R&D), product development, procurement, manufacturing

and other divisions.

Standardization tasks in companies may involve the company standards themselves and/or additionally

certain external standards, such as domestic, national, regional and international standards.

NOTE The tasks of standards professionals in companies can vary depending on what they perform in their

standardization activities.

To perform the tasks of standards professionals successfully, these professionals need a certain

competence. Competence can be defined as knowledge, skills and attributes, as shown in Figure 1.

Figure 1 — Relationship between task and competence
4.2 Knowledge

The 18 recommended types of knowledge for standards professionals in companies are:

a) K1: Technical knowledge in a specified sector;

b) K2: Knowledge of existing standards/technical regulations in a specified sector;

c) K3: Knowledge of the company standardization principles;
d) K4: Knowledge of methodologies/methods for strategy development;
e) K5: Knowledge of methodologies for performance management;
f) K6: Knowledge of methods for standard/technology analysis and needs analysis;

g) K7: Knowledge of the process and methods to establish a standardization plan(s);

h) K8: Knowledge of the company standardization system;
i) K9: Knowledge of the drafting rules for company standards;
j) K10: Knowledge of the process and procedure for standards development;

k) K11: Knowledge of international standardization activities and related organizations;

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IWA 30-1:2019(E)

l) K12: Knowledge of the process and methods for an impact analysis of standards application;

m) K13: Knowledge of the validation methods for company standards;
n) K14: Knowledge of external standards related to products and technology;
o) K15: Knowledge of the requirements and process for certification;
p) K16: Knowledge of statistical methods;
q) K17: Knowledge of conformity assessment (testing, inspection, certification);

r) K18: Knowledge of metrology (legal metrology, industrial metrology, scientific metrology).

NOTE K# represents a specific type of knowledge.
4.3 Skills
The 16 recommended skills for standards professionals in companies are:

a) S1: Ability to establish a standardization strategy aligned with the company strategy;

b) S2: Ability to conduct performance measurement and analysis for standardization;

c) S3: Ability to determine whether a standard(s) needs to be newly established or revised;

d) S4: Ability to identify standards needs from a standardization environment analysis;

e) S5: Ability to develop technical/engineering standards;
f) S6: Ability to develop Management System Standards;
g) S7: Ability to check on the justification of standards;
h) S8: Ability to measure the effectiveness and/or efficiency of standards;
i) S9: Ability to derive agreement on proposed standards;
j) S10: Ability to undertake an impact analysis for company standards;
k) S11: Ability to teach and explain company standards;
l) S12: Ability to search and purchase external standards;
m) S13: Ability to prepare and respond to a certification audit;
n) S14: Ability to take action for a performance assessment;
o) S15: Ability to take action for a nonconformity;
p) S16: Language and communication skills.
NOTE S# represents a specific skill.
4.4 Attributes
The 20 recommended attributes for standards professionals in companies are:
a) A1: Accurate/precise/meticulous;
b) A2: Adaptable/adjustable/flexible/versatile;
c) A3: Analytical/logical/systematic;
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IWA 30-1:2019(E)
d) A4: Attentive/good listener;
e) A5: Collaborative/cooperative/synergic;
f) A6: Courteous/well-mannered/polite/respectful;
g) A7: Culturally broad-minded/non-discriminatory/unprejudiced;
h) A8: Decisive (able to reach timely conclusions);
i) A9: Diplomatic;
j) A10: Friendly/outgoing;
k) A11: Globally minded (able to work with people worldwide);
l) A12: Intellectual/fast learner;
m) A13: Observant/eagle-eyed;
n) A14: Open-minded;
o) A15: Patient/uncomplaining/tolerant;
p) A16: Perceptive/insightful/incisive;
q) A17: Responsible/accountable;
r) A18: Results-oriented/willing to improve and/or learn;
s) A19: Self-reliant/self-directed;
t) A20: Strong-willed/persistent.
NOTE A# represents a specific attribute.
5 Competence of standards professionals
5.1 General

Standards professionals should have the competence to conduct and support standardization activities

at the company level based on their profile or assigned tasks so as to achieve the objectives of their

company.

They do not have to be technical experts about the company’s products, services and processes, but

they should have sufficient knowledge about these areas to understand how these can benefit from

standards and standardization, and to carry out the applicable standardization tasks.

The competence of standards professionals can be defined as adeptly using required or recommended

technical and non-technical knowledge, managerial and operational skills, and personal attributes

including behaviours and attitudes.
5.2 Common competences
5.2.1 Common knowledge

The common knowledge recommended for standards professionals in companies is defined in Table 1.

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IWA 30-1:2019(E)
Table 1 — Common knowledge recommended for standards professionals
Knowledge Description

K1: Technical knowledge in a Standards professionals should have basic technical and/or professional

specified sector knowledge of a specific industry or a related field, at a level sufficient to

understand the added value of standards and standardization, and to be
able to carry out the applicable standardization tasks.

K2: Knowledge of existing Standards professionals should have knowledge of relevant existing

standards/technical regulations standards and/or technical regulations in a specified sector.

in a specified sector
NOTE International Standards can be searched for using ISO's Online
[31]
browsing platform .

K3: Knowledge of the company Standards professionals should understand the principles and how to

standardization principles develop and apply company standards appropriately to the whole

process of developing and manufacturing products and services.
For the terms and definitions of standardization, see ISO/IEC Guide 2.
EXAMPLE Company standardization principles include:
— alignment with the corporate strategy;
— fitness for purpose;
— coherence/uniformity/consistency;
— compatibility/interchangeability/interoperability;
— expression of the particular state of the art;
— compliance with technical regulations, etc.
NOTE 1 Company standardization can involve engineering standards,
production standards, administrative and financial norms, codes of
practice for manufacturing and maintenance, and codes for conducting
activities such as market surveys and cost estimates.
NOTE 2 For additional information on company standardization, see
Reference [42].

K14: Knowledge of external Standards professionals should have good knowledge of external standards

standards related to products related to products and technology.
and technology
EXAMPLE External standards include:
— International Standards (e.g. ISO, IEC);
— regional standards (e.g. EN);
— national standards;
— industrial standards (association standards);
— forum/consortium standards.
5.2.2 Common skills

The common skills recommended for standards professionals in companies are defined in Table 2.

Table 2 — Common skills recommended for standards professionals
Skills Description

S3: Ability to determine whether Standards professionals should be able to analyse technological and environ-

a standard(s) needs to be newly mental changes in industry and take appropriate decisions about whether it

established or revised is necessary to develop and revise a standard(s) based on knowledge of rele-

vant existing standards and/or technical regulations in a specified sector.
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IWA 30-1:2019(E)
Table 2 (continued)
Skills Description

S1: Ability to establish a Standards professionals should be able to understand the company strategy

standardization strategy and business environment and establish a standardization strategy in such a

aligned with the company way as to strengthen the national and global competitiveness of the company.

strategy
Standards professionals should be able to write a standardization strategy
for the company and to add standardization elements to the overall company
strategy.
Standards professionals should be able to communicate the strategic
relevance of standardization in a convincing way.

S5: Ability to develop technical/ Standards professionals should be able to develop a standard by applying

engineering standards relevant rules for the structure and drafting of standards according to the

internal procedure.
EXAMPLE Technical/engineering standards in companies include product
standards, service standards, process standards, testing standards and
inspection standards.
NOTE The company establishes and maintains one or more procedures or
standards to specify the company standardization system in general (e.g.
procedure for standardization, standard for standards).
S2: Ability to conduct Standards
...

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