ISO 55012:2024
(Main)Asset management — Guidance on people involvement and competence
Asset management — Guidance on people involvement and competence
This document gives guidance on enhancing the involvement and commitment of personnel within an asset management system to improve the overall efficiency of translation of asset management objectives into results. This involves an evaluation of human and cultural factors that influence: a) the effectiveness of adoption of operational requirements and policies established by the organization’s strategic asset management plan (SAMP) across the organization; b) the degree of involvement that personnel have in the development and execution of asset management plans and strategies; c) the level of knowledge and awareness that personnel have of required activities established by asset management plans and strategies; d) the impact of competence on the ability of personnel to execute these activities; e) the process by which establishing development plans drives continual improvements in asset management system efficiency; f) the recognition of mutual dependencies in teams that contribute to organizational performance. These elements apply to the leadership accountable for the overall functioning of the asset management system, as well as to personnel responsible for the development and execution of plans, strategies and activities. This document is applicable to any organization, regardless of its type or size. Additionally, while asset management is not necessarily conducted within the construct of an asset management system, the principles within the guidance set out in this document can be more broadly applied regardless of the nature of asset management within an organization.
Gestion d'actifs — Document d’orientation sur l'implication et les compétences des personnes
Le présent document donne des recommandations relatives au renforcement de l’implication et de l’engagement du personnel au sein d’un système de gestion d’actifs, qui vise à traduire plus efficacement les objectifs de gestion d’actifs en résultats. Cette démarche implique une évaluation des facteurs humains et culturels qui ont une influence sur: a) l’efficacité de l’adoption des exigences et politiques organisationnelles établies par le plan stratégique pour la gestion d’actifs (PSGA) dans l’ensemble de l’organisme; b) le degré d’implication du personnel dans le développement et l’exécution des plans et stratégies de gestion d’actifs; c) le niveau de connaissance et de conscience du personnel par rapport aux activités requises par les plans et stratégies de gestion d’actifs; d) l’impact des compétences sur l’aptitude du personnel à effectuer ces activités; e) le processus par le biais duquel l’établissement de plans de développement favorise l’amélioration continue de l’efficacité du système de gestion d’actifs; f) la reconnaissance des dépendances mutuelles au sein des équipes qui contribuent aux performances de l’organisme. Ces éléments s’appliquent au leadership responsable de l’exploitation générale du système de gestion d’actifs et au personnel responsable du développement et de l’exécution des plans, stratégies et activités. Le présent document est applicable à tout organisme, quels que soient son type ou sa taille. En outre, même si la gestion d’actifs est menée hors du cadre d’un système de gestion d’actifs, les principes figurant dans les recommandations du présent document peuvent être appliqués plus largement, indépendamment de la nature de la gestion d’actifs au sein de l’organisme.
Obvladovanje premoženja - Smernice o vključevanju in usposobljenosti ljudi
General Information
Standards Content (Sample)
International
Standard
ISO 55012
First edition
Asset management — Guidance
2024-07
on people involvement and
competence
Gestion d'actifs — Document d’orientation sur l'implication et les
compétences des personnes
Reference number
© ISO 2024
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 below
or ISO’s member body in the country of the requester.
ISO copyright office
CP 401 • Ch. de Blandonnet 8
CH-1214 Vernier, Geneva
Phone: +41 22 749 01 11
Email: copyright@iso.org
Website: www.iso.org
Published in Switzerland
ii
Contents Page
Foreword .iv
Introduction .v
1 Scope . 1
2 Normative references . 1
3 Terms and definitions . 1
4 Context of the organization . 2
4.1 Considerations .2
4.2 Actions recommended .3
4.3 Potential benefits .3
5 Leadership . 3
5.1 Considerations .3
5.2 Attributes of effective leadership .4
5.2.1 General .4
5.2.2 Vision .4
5.2.3 Commitment .4
5.2.4 Integrity .4
5.2.5 Communicative .4
5.2.6 Domain knowledge .4
5.2.7 Team building . .5
5.2.8 Decision-making .5
5.2.9 Openness .5
5.3 Potential benefits .5
6 Strategy and planning . 5
6.1 Considerations .5
6.2 Actions recommended .6
6.3 Potential benefits .6
6.3.1 General .6
6.3.2 Learning .6
6.3.3 Decision-making .6
6.3.4 Credibility and trust .6
6.3.5 Risk management .7
7 Awareness and communication . 7
7.1 Considerations .7
7.2 Awareness and method for communication.7
7.3 Potential benefits .7
8 Competence . 8
8.1 Considerations .8
8.2 Knowledge and skill .8
8.3 Establishing competence requirements .9
8.4 Competence management and development .9
8.5 Potential benefits .10
Annex A (informative) Aspects of people involvement within an asset management system .11
Bibliography .12
iii
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 document 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).
ISO draws attention to the possibility that the implementation of this document may involve the use of (a)
patent(s). ISO takes no position concerning the evidence, validity or applicability of any claimed patent
rights in respect thereof. As of the date of publication of this document, ISO had not received notice of (a)
patent(s) which may be required to implement this document. However, implementers are cautioned that
this may not represent the latest information, which may be obtained from the patent database available at
www.iso.org/patents. ISO shall not be held responsible for identifying any or all such patent rights.
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.
This document was prepared by Technical Committee ISO/TC 251, Asset management.
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.
iv
Introduction
0.1 General
The performance of an asset management system and its processes depend on the active involvement
of competent people in the organization and their ongoing support and commitment to its operation
and continual improvement. In addition, the identification, development and evaluation of the effective
involvement of people (including outsourced resources) are critical for an organization’s asset management
system to achieve outcomes which are consistent and aligned with its strategies and values.
Overall, the involvement of people within an asset management system is enabled by activities and practices
associated with leadership, planning, awareness, communication and competence.
0.2 Relationship to asset management system
The guidance given in this document is based on the requirements for an asset management system described
in ISO 55001 and more generalized principles presented in ISO 55000. According to ISO 55001:2024, 4.1:
“The organization shall determine external and internal issues that are relevant to its purpose and that
affect its ability to achieve the intended result(s) of its asset management system.”
As people are a key component of an asset management system, the correlation between this document
and ISO 55001 can facilitate the involvement of people and the development and management of their
competence within the asset management system.
Within an asset management context, the need for the commitment of top management to support the
asset management system is repeatedly and clearly outlined in ISO 55001. In particular, ISO 55001:2024,
Clause 5, identifies requirements for specific actions by top management to demonstrate leadership for
conformity to ISO 55001. For example, ISO 55001:2024, 5.1, highlights the responsibility of top management
to demonstrate leadership and commitment with respect to the asset management system by:
a) ensuring the establishment, use and alignment of asset management decision-making criteria with the
organization’s objectives;
b) ensuring that the asset management policy, asset management system scope, strategic asset management
plan (SAMP) and asset management objectives are established and are aligned and compatible with the
strategic dir
...
Norme
internationale
ISO 55012
Première édition
Gestion d'actifs — Document
2024-07
d’orientation sur l'implication et les
compétences des personnes
Asset management — Guidance on people involvement and
competence
Numéro de référence
DOCUMENT PROTÉGÉ PAR COPYRIGHT
© ISO 2024
Tous droits réservés. Sauf prescription différente ou nécessité dans le contexte de sa mise en œuvre, aucune partie de cette
publication ne peut être reproduite ni utilisée sous quelque forme que ce soit et par aucun procédé, électronique ou mécanique,
y compris la photocopie, ou la diffusion sur l’internet ou sur un intranet, sans autorisation écrite préalable. Une autorisation peut
être demandée à l’ISO à l’adresse ci-après ou au comité membre de l’ISO dans le pays du demandeur.
ISO copyright office
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Publié en Suisse
ii
Sommaire Page
Avant-propos .iv
Introduction .v
1 Domaine d’application . 1
2 Références normatives . 1
3 Termes et définitions . 1
4 Contexte de l’organisme . 2
4.1 Considérations .2
4.2 Actions recommandées . .3
4.3 Bénéfices potentiels .3
5 Leadership . 3
5.1 Considérations .3
5.2 Attributs du leadership efficace .4
5.2.1 Généralités .4
5.2.2 Vision .4
5.2.3 Engagement.4
5.2.4 Intégrité.4
5.2.5 Communication.5
5.2.6 Connaissances du domaine .5
5.2.7 Renforcement de l’esprit d’équipe .5
5.2.8 Prise de décision .5
5.2.9 Transparence .5
5.3 Bénéfices potentiels .5
6 Stratégie et planification. 6
6.1 Considérations .6
6.2 Actions recommandées . .6
6.3 Bénéfices potentiels .7
6.3.1 Généralités .7
6.3.2 Apprentissage .7
6.3.3 Prise de décision .7
6.3.4 Crédibilité et confiance . .7
6.3.5 Management du risque .7
7 Sensibilisation et communication . 7
7.1 Considérations .7
7.2 Sensibilisation et méthode de communication .7
7.3 Bénéfices potentiels .8
8 Compétences . . 8
8.1 Considérations .8
8.2 Connaissances et savoir-faire .9
8.3 Établir des exigences en matière de compétences .9
8.4 Gestion et développement des compétences .10
8.5 Bénéfices potentiels .11
Annexe A (informative) Aspects de l’implication des personnes au sein d’un système de gestion
d’actifs .12
Bibliographie .13
iii
Avant-propos
L’ISO (Organisation internationale de normalisation) est une fédération mondiale d’organismes nationaux
de normalisation (comités membres de l’ISO). L’élaboration des Normes internationales est en général
confiée aux comités techniques de l’ISO. Chaque comité membre intéressé par une étude a le droit de faire
partie du comité technique créé à cet effet. Les organisations internationales, gouvernementales et non
gouvernementales, en liaison avec l’ISO participent également aux travaux. L’ISO collabore étroitement avec
la Commission électrotechnique internationale (IEC) en ce qui concerne la normalisation électrotechnique.
Les procédures utilisées pour élaborer le présent document et celles destinées à sa mise à jour sont
décrites dans les Directives ISO/IEC, Partie 1. Il convient, en particulier, de prendre note des différents
critères d’approbation requis pour les différents types de documents ISO. Le présent document a
été rédigé conformément aux règles de rédaction données dans les Directives ISO/IEC, Partie 2 (voir
www.iso.org/directives).
L’ISO attire l’attention sur le fait que la mise en application du présent document peut entraîner l’utilisation
d’un ou de plusieurs brevets. L’ISO ne prend pas position quant à la preuve, à la validité et à l’applicabilité de
tout droit de brevet revendiqué à cet égard. À la date de publication du présent document, l’ISO n’avait pas
reçu notification qu’un ou plusieurs brevets pouvaient être nécessaires à sa mise en application. Toutefois,
il y a lieu d’avertir les responsables de la mise en application du présent document que des informations
plus récentes sont susceptibles de figurer dans la base de données de brevets, disponible à l’adresse
www.iso.org/brevets. L’ISO ne saurait être tenue pour responsable de ne pas avoir identifié tout ou partie de
tels droits de propriété.
Les appellations commerciales éventuellement mentionnées dans le présent document sont données pour
information, par souci de commodité, à l’intention des utilisateurs et ne sauraient constituer un engagement.
Pour une explication de la nature volontaire des normes, la signification des termes et expressions
spécifiques de l’ISO liés à l’évaluation de la conformité, ou pour toute information au sujet de l’adhésion de
l’ISO aux principes de l’Organisation mondiale du commerce (OMC) concernant les obstacles techniques au
commerce (OTC), voir www.iso.org/avant-propos.
Le présent document a été élaboré par le comité technique ISO/TC 251, Gestion d’actifs.
Il convient que l’utilisateur adresse tout retour d’information ou toute question concernant le présent
document à l’organisme national de normalisation de son pays. Une liste exhaustive desdits organismes se
trouve à l’adresse www.iso.org/fr/members.html.
iv
Introduction
0.1 Généralités
Les performances d’un système de gestion d’actifs et de ses processus dépendent de l’implication active de
personnes compétentes au sein de l’organisme ainsi que de leur soutien et engagement permanents en faveur
de son exploitation et de son amélioration continue. De plus, l’identification, le développement et l’évaluation
de l’implication effective des personnes (y compris des ressources externalisées) jouent un rôle essentiel
dans l’atteinte, par le système de gestion d’actifs d’un organisme, de résultats cohérents et alignés sur les
stratégies et les valeurs dudit organisme.
Dans l’ensemble, l’implication des personnes au sein d’un système de gestion d’actifs se concrétise par des
activités et des pratiques en lien avec le leadership, la planification, la sensibilisation, la communication et
les compétences.
0.2 Relation avec les systèmes de gestion d’actifs
Les recommandations fournies dans le présent document se fondent sur les exigences relatives à un système
de gestion d’actifs décrites dans l’ISO 55001 et sur les principes plus généraux présentés dans l’ISO 55000.
Conformément à l’ISO 55001:2024, 4.1: «L’organisme doit déterminer les questions externes et internes
pertinents compte par rapport à son objet, et qui influent sur sa capacité à obtenir le ou les résultats attendus
de son système de gestion d’actifs.»
Comme les personnes constituent un élément clé de tout système de gestion d’actifs, la corrélation entre le
présent document et l’ISO 55001 peut faciliter l’implication des personnes, le développement et la gestion de
leurs compétences au sein du système de gestion d’actifs.
Dans le contexte de la gestion d’actifs, le
...
SLOVENSKI STANDARD
oSIST ISO/DIS 55012:2023
01-oktober-2023
Obvladovanje premoženja - Smernice o vključevanju in usposobljenosti ljudi
Asset management - Guidelines on people involvement and competence
Gestion d'actifs — Lignes directrices pour renforcer l'implication et les compétences des
personnes
Ta slovenski standard je istoveten z: ISO/DIS 55012
ICS:
03.100.10 Nabava. Dobava. Logistika Purchasing. Procurement.
Logistics
03.100.30 Vodenje ljudi Management of human
resources
oSIST ISO/DIS 55012:2023 en
2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.
oSIST ISO/DIS 55012:2023
oSIST ISO/DIS 55012:2023
DRAFT INTERNATIONAL STANDARD
ISO/DIS 55012
ISO/TC 251 Secretariat: BSI
Voting begins on: Voting terminates on:
2023-08-01 2023-10-24
Asset management — Guidelines on people involvement
and competence
ICS: 03.100.01
THIS DOCUMENT IS A DRAFT CIRCULATED
FOR COMMENT AND APPROVAL. IT IS
THEREFORE SUBJECT TO CHANGE AND MAY
This document is circulated as received from the committee secretariat.
NOT BE REFERRED TO AS AN INTERNATIONAL
STANDARD UNTIL PUBLISHED AS SUCH.
IN ADDITION TO THEIR EVALUATION AS
BEING ACCEPTABLE FOR INDUSTRIAL,
TECHNOLOGICAL, COMMERCIAL AND
USER PURPOSES, DRAFT INTERNATIONAL
STANDARDS MAY ON OCCASION HAVE TO
BE CONSIDERED IN THE LIGHT OF THEIR
POTENTIAL TO BECOME STANDARDS TO
WHICH REFERENCE MAY BE MADE IN
Reference number
NATIONAL REGULATIONS.
ISO/DIS 55012:2023(E)
RECIPIENTS OF THIS DRAFT ARE INVITED
TO SUBMIT, WITH THEIR COMMENTS,
NOTIFICATION OF ANY RELEVANT PATENT
RIGHTS OF WHICH THEY ARE AWARE AND TO
PROVIDE SUPPORTING DOCUMENTATION. © ISO 2023
oSIST ISO/DIS 55012:2023
ISO/DIS 55012:2023(E)
DRAFT INTERNATIONAL STANDARD
ISO/DIS 55012
ISO/TC 251 Secretariat: BSI
Voting begins on: Voting terminates on:
Asset management — Guidelines on people involvement
and competence
ICS: 03.100.01
THIS DOCUMENT IS A DRAFT CIRCULATED
FOR COMMENT AND APPROVAL. IT IS
© ISO 2023
THEREFORE SUBJECT TO CHANGE AND MAY
This document is circulated as received from the committee secretariat.
All rights reserved. Unless otherwise specified, or required in the context of its implementation, no part of this publication may
NOT BE REFERRED TO AS AN INTERNATIONAL
be reproduced or utilized otherwise in any form or by any means, electronic or mechanical, including photocopying, or posting on STANDARD UNTIL PUBLISHED AS SUCH.
the internet or an intranet, without prior written permission. Permission can be requested from either ISO at the address below
IN ADDITION TO THEIR EVALUATION AS
or ISO’s member body in the country of the requester. BEING ACCEPTABLE FOR INDUSTRIAL,
TECHNOLOGICAL, COMMERCIAL AND
ISO copyright office
USER PURPOSES, DRAFT INTERNATIONAL
CP 401 • Ch. de Blandonnet 8
STANDARDS MAY ON OCCASION HAVE TO
BE CONSIDERED IN THE LIGHT OF THEIR
CH-1214 Vernier, Geneva
POTENTIAL TO BECOME STANDARDS TO
Phone: +41 22 749 01 11
WHICH REFERENCE MAY BE MADE IN
Reference number
Email: copyright@iso.org
NATIONAL REGULATIONS.
Website: www.iso.org ISO/DIS 55012:2023(E)
RECIPIENTS OF THIS DRAFT ARE INVITED
Published in Switzerland
TO SUBMIT, WITH THEIR COMMENTS,
NOTIFICATION OF ANY RELEVANT PATENT
RIGHTS OF WHICH THEY ARE AWARE AND TO
ii
PROVIDE SUPPORTING DOCUMENTATION. © ISO 2023
oSIST ISO/DIS 55012:2023
ISO/DIS 55012:2023(E)
1 © ISO 2022
2 All rights reserved. Unless otherwise specified, or required in the context of its implementation, no part of this
3 publication may be reproduced or utilized otherwise in any form or by any means, electronic or mechanical,
4 including photocopying, or posting on the Internet or an intranet, without prior written permission. Permission
5 can be requested from either ISO at the address below or ISO’s member body in the country of the requester.
6 ISO copyright office
7 CP 401 • Ch. de Blandonnet 8
8 CH-1214 Vernier, Geneva
9 Phone: +41 22 749 01 11
10 Email: copyright@iso.org
11 Website: www.iso.org
12 Published in Switzerland
oSIST ISO/DIS 55012:2023
ISO/DIS 55012:2023(E)
15 Contents
16 FOREWORD . 3
17 INTRODUCTION . 4
18 1 SCOPE . 6
19 2 NORMATIVE REFERENCES . 6
20 3 TERMS AND DEFINITIONS . 6
21 4 CONTEXT OF THE ORGANIZATION . 7
22 5 LEADERSHIP . 9
23 6 STRATEGY AND PLANNING . 10
24 7 AWARENESS AND COMMUNICATION . 12
25 8 COMPETENCE AND KNOWLEDGE . 13
26 ANNEX A (INFORMATIVE) RELATIONSHIP OF HUMAN / CULTURAL ELEMENTS WITHIN AN ASSET MANAGEMENT
27 SYSTEM . 16
28 BIBLIOGRAPHY . 17
oSIST ISO/DIS 55012:2023
ISO/DIS 55012:2023(E)
30 Foreword
31 ISO (the International Organization for Standardization) is a worldwide federation of national standards
32 bodies (ISO member bodies). The work of preparing International Standards is normally carried out
33 through ISO technical committees. Each member body interested in a subject for which a technical
34 committee has been established has the right to be represented on that committee. International
35 organizations, governmental and non-governmental, in liaison with ISO, also take part in the work. ISO
36 collaborates closely with the International Electrotechnical Commission (IEC) on all matters of
37 electrotechnical standardization.
38 The procedure used to develop this document and those intended for its further maintenance are
39 described in the ISO/IEC Directives, Part 1. In particular, the different approval criteria needed for the
40 different types of ISO documents should be noted. This document is drafted in accordance with the
41 editorial rules of the ISO/IEC Directives, Part 2 (see www.iso.org/directives).
42 Attention is drawn to the possibility that some of the elements of this document may be the subject of
43 patent rights. ISO shall not be held responsible for identifying any or all such patent rights. Details of any
44 patent right identified during the development of the document will be in the Introduction and/or on the
45 ISO list of patent declarations received (see www.iso.org/patents).
46 Any trade name used in this document is information given for the convenience of users and does not
47 constitute an endorsement.
48 For explanation of the voluntary nature of standards, the meaning of ISO specific terms and expressions
49 related to conformity assessment, as well as information about ISO’s adherence to the World Trade
50 Organization (WTO) principles in the Technical Barriers to Trade (TBT), see
51 www.iso.org/iso/foreword.html.
52 This document was prepared by Technical Committee ISO/TC 251 Asset management.
oSIST ISO/DIS 55012:2023
ISO/DIS 55012:2023(E)
53 Introduction
54 0.1 General
55 The performance of an asset management system and its processes depends on the active involvement
56 of competent people in the organization and their ongoing support and commitment to its operation and
57 continual improvement. In addition, the identification, development and evaluation of the effective
58 involvement of people (including outsourced resources) are critical for an organization’s asset
59 management system to achieve outcomes which are consistent and aligned with its strategies and values.
60 Overall, the involvement of people within an asset management system is enabled by activities and
61 practices along the dimensions of leadership, planning, awareness, communication and competence.
62 0.2 Relationship to asset management systems
63 The guidance given in this document is based on the requirements for an asset management system
64 described in ISO 55001 and more generalized principles presented in ISO 55000. According to ISO 55001,
65 4.1:
66 “The organization shall determine external and internal issues that are relevant to its purpose and that
67 affect its ability to achieve the intended result(s) of its asset management system.”
68 As people are a key component of an asset management system, the correlation between this document
69 and ISO 55001 can facilitate the involvement of people and the development and management of their
70 competence within the asset management system.
71 Within an asset management context, the need for the commitment of top management to support the
72 asset management system is repeatedly and clearly outlined in ISO 55001. In particular, ISO 55001 Clause
73 5 identifies requirements for specific actions by top management to demonstrate leadership for
74 compliance with that International Standard. For example, ISO 55001, 5.1, highlights the responsibility
75 of "top management" to show leadership, commitment, and accountability for the effectiveness of the
76 asset management system. It also specifies that top management is responsible for ensuring the overall
77 effectiveness of the asset management system by:
78 a) aligning the asset management policy, strategic asset management plan and asset management
79 objectives with the operation of the organization;
80 b) integrating the requirements of the asset management system into the organization's business
81 processes;
82 c) supporting other members of the management team.
83 If the vision and strategy are not properly formulated and adjusted, the key leadership and management
84 principles as defined in ISO 55000 will be compromised, and the overall effectiveness of the asset
85 management system will be reduced.
86 Additionally, ISO 55001 7.1 and 7.2 establish that the organization is required to establish competence
87 requirements and to ensure sufficient resources are available to support the asset management system
88 (including personnel resources). This requires not only determining what types of expertise are required
89 by personnel, but also developing plans around how people can acquire required expertise and
90 demonstrate proficiency.
91 Finally, ISO 55001, 7.3, highlights that it is important that people working within an organization’s asset
92 management system are aware of how they contribute to the system and the implications of not
93 conforming to the requirements of the system. ISO 55001, 7.4, states that the organization is responsible
oSIST ISO/DIS 55012:2023
ISO/DIS 55012:2023(E)
94 for establishing what information needs to be communicated to internal and external stakeholders with
95 regards to the asset management system. This suggests that effective communication is required to
96 ensure people are adequately aware and informed of their roles and responsibilities. Also, ISO 55001, 7.5,
97 stresses the importance of documented information, and the implication is that this documented
98 information would include aspects leading to a person’s awareness within the asset management system.
99 0.3 People involvement and competence
100 This document establishes guidelines for enhancing the involvement of people within an asset
101 management system, as well as developing their required competencies to participate appropriately in
102 asset management activities. This includes the involvement and competence of top management and
103 other leaders, as well as people responsible for executing strategies and plans. Additional key attributes
104 include knowledge and awareness of activities to be completed, as well as the establishment of continual
105 improvement and monitoring through personnel development.
106 If people involvement and competence are monitored, measured, and analysed within the asset
107 management system (and with regards to top management involvement), it can produce results which
108 enable top management to make decisions for improvement, thus leading to enhanced overall system
109 performance.
110 0.4 Further information about ISO/TC 251 and asset management
111 ISO/TC 251 maintains a website that provides additional information about asset management and on
112 the standards it produces. This can be found at: https://committee.iso.org/home/tc251
oSIST ISO/DIS 55012:2023
ISO/DIS 55012:2023(E)
119 Asset management – Guidelines for enhancing people involvement
120 and competence
121 1 Scope
122 This document provides guidelines for enhancing the involvement and commitment of personnel within
123 an asset management system to improve the overall efficiency of translation of asset management
124 objectives into results. This involves an evaluation of human and cultural factors that influence:
125 a) the effectiveness of adoption of operational requirements and policies established by the
126 organization’s asset management strategy and over
...
FINAL DRAFT
International
Standard
ISO/FDIS 55012
ISO/TC 251
Asset management — Guidance
Secretariat: BSI
on people involvement and
Voting begins on:
competence
2024-04-01
Voting terminates on:
2024-05-27
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TO BE CONSIDERED IN THE LIGHT OF THEIR POTENTIAL
TO BECOME STAN DARDS TO WHICH REFERENCE MAY BE
MADE IN NATIONAL REGULATIONS.
Reference number
ISO/FDIS 55012:2024(en) © ISO 2024
FINAL DRAFT
ISO/FDIS 55012:2024(en)
International
Standard
ISO/FDIS 55012
ISO/TC 251
Asset management — Guidance on
Secretariat: BSI
people involvement and
Voting begins on:
competence
Voting terminates on:
RECIPIENTS OF THIS DRAFT ARE INVITED TO SUBMIT,
WITH THEIR COMMENTS, NOTIFICATION OF ANY
RELEVANT PATENT RIGHTS OF WHICH THEY ARE AWARE
AND TO PROVIDE SUPPOR TING DOCUMENTATION.
© ISO 2024
IN ADDITION TO THEIR EVALUATION AS
All rights reserved. Unless otherwise specified, or required in the context of its implementation, no part of this publication may
BEING ACCEPTABLE FOR INDUSTRIAL, TECHNO
LOGICAL, COMMERCIAL AND USER PURPOSES, DRAFT
be reproduced or utilized otherwise in any form or by any means, electronic or mechanical, including photocopying, or posting on
INTERNATIONAL STANDARDS MAY ON OCCASION HAVE
the internet or an intranet, without prior written permission. Permission can be requested from either ISO at the address below
TO BE CONSIDERED IN THE LIGHT OF THEIR POTENTIAL
or ISO’s member body in the country of the requester.
TO BECOME STAN DARDS TO WHICH REFERENCE MAY BE
MADE IN NATIONAL REGULATIONS.
ISO copyright office
CP 401 • Ch. de Blandonnet 8
CH-1214 Vernier, Geneva
Phone: +41 22 749 01 11
Email: copyright@iso.org
Website: www.iso.org
Published in Switzerland Reference number
ISO/FDIS 55012:2024(en) © ISO 2024
ii
ISO/FDIS 55012:2024(en)
Contents Page
Foreword .iv
Introduction .v
1 Scope . 1
2 Normative references . 1
3 Terms and definitions . 1
4 Context of the organization . 2
4.1 Considerations .2
4.2 Actions recommended .3
4.3 Potential benefits .3
5 Leadership . 3
5.1 Considerations .3
5.2 Attributes of effective leadership .4
5.2.1 General .4
5.2.2 Vision .4
5.2.3 Commitment .4
5.2.4 Integrity .4
5.2.5 Communicative .4
5.2.6 Domain knowledge .4
5.2.7 Team building . .5
5.2.8 Decision-making .5
5.2.9 Openness .5
5.3 Potential benefits .5
6 Strategy and planning . 5
6.1 Considerations .5
6.2 Actions recommended .6
6.3 Potential benefits .6
6.3.1 General .6
6.3.2 Learning .6
6.3.3 Decision-making .6
6.3.4 Credibility and trust .6
6.3.5 Risk management .7
7 Awareness and communication . 7
7.1 Considerations .7
7.2 Awareness and method for communication.7
7.3 Potential benefits .7
8 Competence . 8
8.1 Considerations .8
8.2 Knowledge and skill .8
8.3 Establishing competence requirements .9
8.4 Competence management and development .9
8.5 Potential benefits .10
Annex A (informative) Aspects of people involvement within an asset management system .11
Bibliography .12
iii
ISO/FDIS 55012:2024(en)
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 document 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).
ISO draws attention to the possibility that the implementation of this document may involve the use of (a)
patent(s). ISO takes no position concerning the evidence, validity or applicability of any claimed patent
rights in respect thereof. As of the date of publication of this document, ISO had not received notice of (a)
patent(s) which may be required to implement this document. However, implementers are cautioned that
this may not represent the latest information, which may be obtained from the patent database available at
www.iso.org/patents. ISO shall not be held responsible for identifying any or all such patent rights.
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.
This document was prepared by Technical Committee ISO/TC 251, Asset management.
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.
iv
ISO/FDIS 55012:2024(en)
Introduction
0.1 General
The performance of an asset management system and its processes depend on the active involvement
of competent people in the organization and their ongoing support and commitment to its operation
and continual improvement. In addition, the identification, development and evaluation of the effective
involvement of people (including outsourced resources) are critical for an organization’s asset management
system to achieve outcomes which are consistent and aligned with its strategies and values.
Overall, the involvement of people within an asset management system is enabled by activities and practices
associated with leadership, planning, awareness, communication and competence.
0.2 Relationship to asset management system
The guidance given in this document is based on the requirements for an asset management system
described in ISO 55001 and more generalized principles presented in ISO 55000. According to ISO 55001:—,
4.1: “The organization shall determine external and internal issues that are releva
...
ISO/FDIS 55012
ISO Final DIS/FDIS 55012
ISO/TC 251/WG8
Secretariat: BSI
Date: 2024-03-15
Asset management — Guidance on people involvement and
competence
FDIS stage
ISO/FDIS 55012:2024(en)
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 below or ISO’s member body in the country of the requester.
ISO copyright office
CP 401 • Ch. de Blandonnet 8
CH-1214 Vernier, Geneva
Phone: + 41 22 749 01 11
E-mail: copyright@iso.org
Website: www.iso.org
Published in Switzerland
ii
ISO/FDIS 55012:2024(en)
Contents
Foreword . v
Introduction . vi
1 Scope . 1
2 Normative references . 1
3 Terms and definitions . 1
4 Context of the organization. 2
4.1 Considerations . 2
4.2 Actions recommended . 3
4.3 Potential benefits . 3
5 Leadership . 4
5.1 Considerations . 4
5.2 Attributes of effective leadership . 4
5.2.1 General . 4
5.2.2 Vision . 4
5.2.3 Commitment . 4
5.2.4 Integrity . 5
5.2.5 Communicative . 5
5.2.6 Domain knowledge . 5
5.2.7 Team building . 5
5.2.8 Decision-making . 5
5.2.9 Openness . 5
5.3 Potential benefits . 5
6 Strategy and planning . 6
6.1 Considerations . 6
6.2 Actions recommended . 6
6.3 Potential benefits . 7
6.3.1 General . 7
6.3.2 Learning . 7
6.3.3 Decision-making . 7
6.3.4 Credibility and trust . 7
6.3.5 Risk management . 7
7 Awareness and communication . 7
7.1 Considerations . 7
7.2 Awareness and method for communication . 7
7.3 Potential benefits . 8
8 Competence . 8
8.1 Considerations . 8
iii
ISO/FDIS 55012:2024(en)
8.2 Knowledge and skill . 9
8.3 Establishing competence requirements . 9
8.4 Competence management and development . 10
8.5 Potential benefits . 11
Annex A (informative) Aspects of people involvement within an asset management system . 12
Bibliography . 14
iv
ISO/FDIS 55012:2024(en)
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 document 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).
ISO draws attention to the possibility that the implementation of this document may involve the use of (a)
patent(s). ISO takes no position concerning the evidence, validity or applicability of any claimed patent rights
in respect thereof. As of the date of publication of this document, ISO had not received notice of (a) patent(s)
which may be required to implement this document. However, implementers are cautioned that this may not
represent the latest information, which may be obtained from the patent database available at
www.iso.org/patents. ISO shall not be held responsible for identifying any or all such patent rights.
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.
This document was prepared by Technical Committee ISO/TC 251, Asset management.
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.
v
ISO/FDIS 55012:2024(en)
Introduction
0.1 General
The performance of an asset management system and its processes depend on the active involvement of
competent people in the organization and their ongoing support and commitment to its operation and
continual improvement. In addition, the identification, development and evaluation of the effective
involvement of people (including outsourced resources) are critical for an organization’s asset management
system to achieve outcomes which are consistent and aligned with its strategies and values.
Overall, the involvement of people within an asset management system is enabled by activities and practices
associated with leadership, planning, awareness, communication and competence.
0.2 Relationship to asset management system
The guidance given in this document is based on the requirements for an asset management system described
in ISO 55001 and more generalized principles presented in ISO 55000. According to ISO 55001:—, 4.1: “The
organization shall determine external and internal issues that are relevant to its purpose and that affect its
ability to achieve the intended result(s) of its asset management system.”
As people are a key component of an asset management system, the correlation between this document and
ISO 55001 can facilitate the involvement of people and the development and management of their competence
within the asset management system.
Within an asset management context, the need for the commitment of top management to support the asset
management system is repeatedly and clearly outlined in ISO 55001. In particular, ISO 55001:—, Clause 5,
identifies requirements for specific actions by top management to demonstrate leadership for conformity
withto ISO 55001. For example, ISO 55001:—, 5.1, highlights the responsibility of top management to
demonstrate leadership and commitment with respect to the asset management system by:
a) ensuring the establishment, use and alignment of asset management decision-making criteria with the
organization’s objectives;
b) ensuring that the asset management policy, asset management system scope, strategic asset management
plan (SAMP) and asset management objectives are established and are aligned and compatible with the
strategic direction of the organization the organization’s objectives;
c) approving the asset management policy, asset management system scope and the SAMP;
d) ensuring the integration of the asset management system requirements into the organization’s business
processes;
e) ensuring that the resources needed for the asset management system are available;
f) communicating the importance of effective asset management and of conforming to the asset
management system requirements;
g) ensuring that the asset management system achieves its intended result(s);
h) directing, raising awareness of and supporting persons to contribute to the effectiveness of the asset
management system;
i) promoting continual improvement;
...
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