Human resource management -- Leadership metrics cluster

This document describes the elements of the leadership metrics cluster. This document provides the formula for comparable measures for internal and external reporting. This document also highlights issues that need to be considered when interpreting the leadership data, especially when deciding on the appropriate intervention internally and when reporting these to external stakeholders (e.g. regulators, investors).

Management des ressources humaines -- Indicateurs de mesure du leadership

General Information

Status
Published
Publication Date
22-Mar-2021
Current Stage
5060 - Close of voting Proof returned by Secretariat
Start Date
18-Feb-2021
Completion Date
18-Feb-2021
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TECHNICAL ISO/TS
SPECIFICATION 30431
First edition
2021-03
Human resource management —
Leadership metrics cluster
Management des ressources humaines — Indicateurs de mesure du
leadership
Reference number
ISO/TS 30431:2021(E)
ISO 2021
---------------------- Page: 1 ----------------------
ISO/TS 30431:2021(E)
COPYRIGHT PROTECTED DOCUMENT
© ISO 2021

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 © ISO 2021 – All rights reserved
---------------------- Page: 2 ----------------------
ISO/TS 30431:2021(E)
Contents Page

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

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

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

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

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

4 Leadership trust .................................................................................................................................................................................................... 1

4.1 General ........................................................................................................................................................................................................... 1

4.2 Purpose .......................................................................................................................................................................................................... 1

4.3 Formula ......................................................................................................................................................................................................... 1

4.4 Contextual factors ................................................................................................................................................................................. 2

4.5 Predictive factors .................................................................................................................................................................................. 2

4.6 Example ......................................................................................................................................................................................................... 3

5 Span of control ........................................................................................................................................................................................................ 3

5.1 General ........................................................................................................................................................................................................... 3

5.2 Purpose .......................................................................................................................................................................................................... 3

5.3 Formulae ...................................................................................................................................................................................................... 3

5.3.1 Overall average method ............................................................................................................................................. 3

5.3.2 Specific method ................................................................................................................................................................. 4

5.4 Contextual factors ................................................................................................................................................................................. 4

5.5 Predictive factors .................................................................................................................................................................................. 4

5.6 Example ......................................................................................................................................................................................................... 5

6 Leadership development ............................................................................................................................................................................. 5

6.1 General ........................................................................................................................................................................................................... 5

6.2 Purpose .......................................................................................................................................................................................................... 6

6.3 Formula ......................................................................................................................................................................................................... 6

6.4 Contextual factors ................................................................................................................................................................................. 6

6.5 Predictive factors .................................................................................................................................................................................. 6

6.6 Example ......................................................................................................................................................................................................... 7

Bibliography ................................................................................................................................................................................................................................ 8

© ISO 2021 – All rights reserved iii
---------------------- Page: 3 ----------------------
ISO/TS 30431:2021(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.

This document was prepared by Technical Committee ISO/TC 260, Human resource 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 2021 – All rights reserved
---------------------- Page: 4 ----------------------
ISO/TS 30431:2021(E)
Introduction

ISO 30414 highlights guidelines on the following core human capital reporting areas or "clusters":

— compliance and ethics;
— costs;
— diversity;
— leadership;
— organizational culture;
— organizational health, safety and well-being;
— productivity;
— recruitment, mobility and turnover;
— skills and capabilities;
— succession planning;
— workforce availability.
ISO 30414:2018, 4.7.5, describes leadership in organizations.
The following metrics grouping or cluster is included in this document:
a) leadership trust;
b) span of control;
c) leadership development.
Leadership development is expressed as one or both of the following:

— percentage of leaders who have participated in leadership development programmes within a

defined period;
— percentage of leaders who have participated in training.
This document describes the following components for each of the above metrics:
— description;
— purpose;
— formula;
— how to use;
— intended user(s);
— contextual factors;
— predictive factors.

The quality and sustainability of leadership has a strong impact on the results of an organization.

It depends, for instance, on identifying and developing the most appropriate leaders, for example

segmented by executive leaders and managers. Metrics within this area make statements about the

process of identifying and developing leaders.
© ISO 2021 – All rights reserved v
---------------------- Page: 5 ----------------------
ISO/TS 30431:2021(E)

As leadership impacts the workforce, organizations can consider establishing and implementing

strategies for consultation and participation of all workers, and their representatives as appropriate,

ensuring an open and regular dialogue.
vi © ISO 2021 – All rights reserved
---------------------- Page: 6 ----------------------
TECHNICAL SPECIFICATION ISO/TS 30431:2021(E)
Human resource management — Leadership metrics cluster
1 Scope

This document describes the elements of the leadership metrics cluster. This document provides the

formula for comparable measures for internal and external reporting.

This document also highlights issues that need to be considered when interpreting the leadership

data, especially when deciding on the appropriate intervention internally and when reporting these to

external stakeholders (e.g. regulators, investors).
2 Normative references

The following documents are referred to in the text in such a way that some or all of their content

constitutes requirements of this document. For dated references, only the edition cited applies. For

undated references, the latest edition of the referenced document (including any amendments) applies.

ISO 30400, Human resource management — Vocabulary

ISO 30414:2018, Human resource management — Guidelines for internal and external human capital

reporting
3 Terms and definitions

For the purposes of this document, the terms and definitions given in ISO 30400 and ISO 30414 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/
4 Leadership trust
4.1 General
ISO 30414:2018, 4.7.5.1, describes leadership trust.
4.2 Purpose
To gauge the trust employees have in their managers and leaders.
4.3 Formula
Leadership t
...

TECHNICAL ISO/TS
SPECIFICATION 30431
First edition
Human resource management —
Leadership metrics cluster
Management des ressources humaines — Indicateurs de mesure du
leadership
PROOF/ÉPREUVE
Reference number
ISO/TS 30431:2021(E)
ISO 2021
---------------------- Page: 1 ----------------------
ISO/TS 30431:2021(E)
COPYRIGHT PROTECTED DOCUMENT
© ISO 2021

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 PROOF/ÉPREUVE © ISO 2021 – All rights reserved
---------------------- Page: 2 ----------------------
ISO/TS 30431:2021(E)
Contents Page

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

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

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

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

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

4 Leadership trust .................................................................................................................................................................................................... 1

4.1 General ........................................................................................................................................................................................................... 1

4.2 Purpose .......................................................................................................................................................................................................... 1

4.3 Formula ......................................................................................................................................................................................................... 1

4.4 Contextual factors ................................................................................................................................................................................. 2

4.5 Predictive factors .................................................................................................................................................................................. 2

4.6 Example ......................................................................................................................................................................................................... 3

5 Span of control ........................................................................................................................................................................................................ 3

5.1 General ........................................................................................................................................................................................................... 3

5.2 Purpose .......................................................................................................................................................................................................... 3

5.3 Formulae ...................................................................................................................................................................................................... 3

5.3.1 Overall average method ............................................................................................................................................. 3

5.3.2 Specific method ................................................................................................................................................................. 4

5.4 Contextual factors ................................................................................................................................................................................. 4

5.5 Predictive factors .................................................................................................................................................................................. 4

5.6 Example ......................................................................................................................................................................................................... 5

6 Leadership development ............................................................................................................................................................................. 5

6.1 General ........................................................................................................................................................................................................... 5

6.2 Purpose .......................................................................................................................................................................................................... 6

6.3 Formula ......................................................................................................................................................................................................... 6

6.4 Contextual factors ................................................................................................................................................................................. 6

6.5 Predictive factors .................................................................................................................................................................................. 6

6.6 Example ......................................................................................................................................................................................................... 7

Bibliography ................................................................................................................................................................................................................................ 8

© ISO 2021 – All rights reserved PROOF/ÉPREUVE iii
---------------------- Page: 3 ----------------------
ISO/TS 30431:2021(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.

This document was prepared by Technical Committee ISO/TC 260, Human resource 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 PROOF/ÉPREUVE © ISO 2021 – All rights reserved
---------------------- Page: 4 ----------------------
ISO/TS 30431:2021(E)
Introduction

ISO 30414 highlights guidelines on the following core human capital reporting areas or "clusters":

— compliance and ethics;
— costs;
— diversity;
— leadership;
— organizational culture;
— organizational health, safety and well-being;
— productivity;
— recruitment, mobility and turnover;
— skills and capabilities;
— succession planning;
— workforce availability.
ISO 30414:2018, 4.7.5, describes leadership in organizations.
The following metrics grouping or cluster is included in this document:
a) leadership trust;
b) span of control;
c) leadership development.
Leadership development is expressed as one or both of the following:

— percentage of leaders who have participated in leadership development programmes within a

defined period;
— percentage of leaders who have participated in training.
This document describes the following components for each of the above metrics:
— description
— purpose
— formula
— how to use
— intended user(s)
— contextual factors
— predictive factors

The quality and sustainability of leadership has a strong impact on the results of an organization.

It depends, for instance, on identifying and developing the most appropriate leaders, for example

segmented by executive leaders and managers. Metrics within this area make statements about the

process of identifying and developing leaders.
© ISO 2021 – All rights reserved PROOF/ÉPREUVE v
---------------------- Page: 5 ----------------------
ISO/TS 30431:2021(E)

As leadership impacts the workforce, organizations can consider establishing and implementing

strategies for consultation and participation of all workers, and their representatives as appropriate,

ensuring an open and regular dialogue.
vi PROOF/ÉPREUVE © ISO 2021 – All rights reserved
---------------------- Page: 6 ----------------------
TECHNICAL SPECIFICATION ISO/TS 30431:2021(E)
Human resource management — Leadership metrics cluster
1 Scope

This document describes the elements of the leadership metrics cluster. This document provides the

formula for comparable measures for internal and external reporting.

This document also highlights issues that need to be considered when interpreting the leadership

data, especially when deciding on the appropriate intervention internally and when reporting these to

external stakeholders (e.g. regulators, investors).
2 Normative references

The following documents are referred to in the text in such a way that some or all of their content

constitutes requirements of this document. For dated references, only the edition cited applies. For

undated references, the latest edition of the referenced document (including any amendments) applies.

ISO 30400, Human resource management — Vocabulary

ISO 30414:2018, Human resource management — Guidelines for internal and external human capital

reporting
3 Terms and definitions

For the purposes of this document, the terms and definitions given in ISO 30400 and ISO 30414 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/
4 Leadership trust
4.1 General
ISO 30414:2018, 4.7.5.1, describes leadership trust.
4.2 Purpose
To gauge the trust employees have in their managers and leaders.
4.3 Formula
Leadership trust survey options can inc
...

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