Educational organizations - Management systems for educational organizations - Requirements with guidance for use

Organismes d'éducation/formation - Systèmes de management des organismes d'éducation/formation - Exigences et recommandations pour leur application

Izobraževalne organizacije - Sistemi vodenja za izobraževalne organizacije - Zahteve z napotki za uporabo

Ta dokument določa zahteve za sistem vodenja za izobraževalne organizacije (EOMS). Uporablja se, kadar takšna organizacija:
a) dokazuje svojo sposobnost, da podpira pridobivanje in razvoj kompetenc s poučevanjem, učenjem oziroma raziskovanjem;
b) namerava izboljšati zadovoljstvo udeležencev izobraževanja, drugih upravičencev in osebja z učinkovito uporabo lastnega sistema vodenja za izobraževalne organizacije, vključno s procesi za stalno izboljševanje sistema ter zagotavljanje skladnosti z zahtevami udeležencev izobraževanja in drugih upravičencev. Vse zahteve tega dokumenta so splošne in so namenjene vsem organizacijam, ki s pomočjo izobraževalnega programa podpirajo razvoj kompetenc s poučevanjem, učenjem oziroma raziskovanjem, ne glede na vrsto, velikost ali način izvajanja programa. Ta dokument je mogoče uporabiti za izobraževalne organizacije v večjih organizacijah, katerih osnovna dejavnost ni izobraževanje (npr. oddelki, ki izvajajo strokovno usposabljanje). Ta dokument se ne uporablja za organizacije, ki se ukvarjajo samo s proizvodnjo izdelkov za izobraževalne namene.

General Information

Status
Published
Publication Date
05-Nov-2019
Current Stage
6060 - National Implementation/Publication (Adopted Project)
Start Date
23-Oct-2019
Due Date
28-Dec-2019
Completion Date
06-Nov-2019

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SLOVENSKI STANDARD
SIST ISO 21001:2019
01-december-2019
Izobraževalne organizacije - Sistemi vodenja za izobraževalne organizacije -
Zahteve z napotki za uporabo
Educational organizations - Management systems for educational organizations -
Requirements with guidance for use
Organismes d'éducation/formation - Systèmes de management des organismes
d'éducation/formation - Exigences et recommandations pour leur application
Ta slovenski standard je istoveten z: ISO 21001:2018
ICS:
03.100.70 Sistemi vodenja Management systems
03.180 Vzgoja in izobraževanje Education
SIST ISO 21001:2019 en

2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.

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SIST ISO 21001:2019
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SIST ISO 21001:2019
INTERNATIONAL ISO
STANDARD 21001
First edition
2018-05
Educational organizations —
Management systems for educational
organizations — Requirements with
guidance for use
Organismes d'éducation/formation — Systèmes de management des
organismes d'éducation/formation — Exigences et recommandations
pour leur application
Reference number
ISO 21001:2018(E)
ISO 2018
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SIST ISO 21001:2019
ISO 21001:2018(E)
COPYRIGHT PROTECTED DOCUMENT
© ISO 2018

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
Fax: +41 22 749 09 47
Email: copyright@iso.org
Website: www.iso.org
Published in Switzerland
ii © ISO 2018 – All rights reserved
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SIST ISO 21001:2019
ISO 21001:2018(E)
Contents Page

Foreword ..........................................................................................................................................................................................................................................v

Introduction ................................................................................................................................................................................................................................vi

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

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

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

4 Context of the organization ....................................................................................................................................................................... 7

4.1 Understanding the organization and its context ....................................................................................................... 7

4.2 Understanding the needs and expectations of interested parties .............................................................. 7

4.3 Determining the scope of the management system for educational organizations .................... 8

4.4 Management system for educational organizations (EOMS) .......................................................................... 8

5 Leadership .................................................................................................................................................................................................................. 9

5.1 Leadership and commitment ..................................................................................................................................................... 9

5.1.1 General...................................................................................................................................................................................... 9

5.1.2 Focus on learners and other beneficiaries ................................................................................................ 9

5.1.3 Additional requirements for special needs education .................................................................10

5.2 Policy ............................................................................................................................................................................................................10

5.2.1 Developing the policy ...............................................................................................................................................10

5.2.2 Communicating the policy ....................................................................................................................................10

5.3 Organizational roles, responsibilities and authorities.......................................................................................10

6 Planning ......................................................................................................................................................................................................................11

6.1 Actions to address risks and opportunities ................................................................................................................11

6.2 Educational organization objectives and planning to achieve them .....................................................12

6.3 Planning of changes .........................................................................................................................................................................12

7 Support ........................................................................................................................................................................................................................13

7.1 Resources ..................................................................................................................................................................................................13

7.1.1 General...................................................................................................................................................................................13

7.1.2 Human resources..........................................................................................................................................................13

7.1.3 Facilities ...................................................................... ..........................................................................................................13

7.1.4 Environment for the operation of educational processes .........................................................14

7.1.5 Monitoring and measuring resources ........................................................................................................14

7.1.6 Organizational knowledge ....................................................................................................................................15

7.2 Competence ............................................................................................................................................................................................16

7.2.1 General...................................................................................................................................................................................16

7.2.2 Additional requirements for special needs education .................................................................16

7.3 Awareness ................................................................................................................................................................................................16

7.4 Communication ...................................................................................................................................................................................17

7.4.1 General...................................................................................................................................................................................17

7.4.2 Communication purposes .....................................................................................................................................17

7.4.3 Communication arrangements .........................................................................................................................17

7.5 Documented information ............................................................................................................................................................18

7.5.1 General...................................................................................................................................................................................18

7.5.2 Creating and updating ..............................................................................................................................................18

7.5.3 Control of documented information ............................................................................................................18

8 Operation ..................................................................................................................................................................................................................19

8.1 Operational planning and control .......................................................................................................................................19

8.1.1 General...................................................................................................................................................................................19

8.1.2 Specific operational planning and control of educational products and services 20

8.1.3 Additional requirements for special needs education .................................................................20

8.2 Requirements for the educational products and services ..............................................................................20

8.2.1 Determining the requirements for the educational products and services ...............20

8.2.2 Communicating the requirements for the educational products and services .......21

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SIST ISO 21001:2019
ISO 21001:2018(E)

8.2.3 Changes to requirements for the educational products and services.............................21

8.3 Design and development of the educational products and services .....................................................21

8.3.1 General...................................................................................................................................................................................21

8.3.2 Design and development planning ................................................................................................................22

8.3.3 Design and development inputs ......................................................................................................................22

8.3.4 Design and development controls .................................................................................................................22

8.3.5 Design and development outputs ..................................................................................................................24

8.3.6 Design and development changes .................. ................................................................................................24

8.4 Control of externally provided processes, products and services ...........................................................24

8.4.1 General...................................................................................................................................................................................24

8.4.2 Type and extent of control ....................................................................................................................................25

8.4.3 Information for external providers ...............................................................................................................25

8.5 Delivery of the educational products and services ...............................................................................................26

8.5.1 Control of delivery of the educational products and services ...............................................26

8.5.2 Identification and traceability ...........................................................................................................................28

8.5.3 Property belonging to interested parties ................................................................................................29

8.5.4 Preservation ......................................................................................................................................................................29

8.5.5 Protection and transparency of learners’ data ...................................................................................29

8.5.6 Control of changes in the educational products and services ...............................................29

8.6 Release of the educational products and services .................................................................................................29

8.7 Control of the educational nonconforming outputs ............................................................................................30

9 Performance evaluation ............................................................................................................................................................................30

9.1 Monitoring, measurement, analysis and evaluation ............................................................................................30

9.1.1 General...................................................................................................................................................................................30

9.1.2 Satisfaction of learners, other beneficiaries and staff ..................................................................31

9.1.3 Other monitoring and measuring needs ..................................................................................................31

9.1.4 Methods for monitoring, measurement, analysis and evaluation ......................................32

9.1.5 Analysis and evaluation ..........................................................................................................................................32

9.2 Internal audit .........................................................................................................................................................................................33

9.3 Management review ........................................................................................................................................................................33

9.3.1 General...................................................................................................................................................................................33

9.3.2 Management review inputs .................................................................................................................................33

9.3.3 Management review outputs .............................................................................................................................34

10 Improvement .........................................................................................................................................................................................................34

10.1 Nonconformity and corrective action ..............................................................................................................................34

10.2 Continual improvement ...............................................................................................................................................................35

10.3 Opportunities for improvement ............................................................................................................................................35

Annex A (normative) Additional requirements for early childhood education ...................................................36

Annex B (informative) Principles for an EOMS .......................................................................................................................................39

Annex C (informative) Classification of interested parties in educational organizations .........................49

Annex D (informative) Guidelines for communication with interested parties ..................................................51

Annex E (informative) Processes, measures and tools in educational organizations ....................................56

Annex F (informative) Example of mapping to regional standards ...................................................................................59

Annex G (informative) Health and safety considerations for educational organizations ..........................62

Bibliography .............................................................................................................................................................................................................................63

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SIST ISO 21001:2019
ISO 21001:2018(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 on 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 the following

URL: www .iso .org/iso/foreword .html.

This document was prepared by Project Committee PC/288, Educational organizations management

systems - Requirements with guidance for use.
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SIST ISO 21001:2019
ISO 21001:2018(E)
Introduction
0.1 General

This document provides a common management tool for organizations providing educational products

and services capable of meeting learners' and other beneficiaries' requirements.
0.2 Relevance

There is a critical and continuous need for educational organizations to evaluate the degree to which

they meet the requirements of learners and other beneficiaries, as well as other relevant interested

parties and to improve their ability to continue to do so.

NOTE A classification of interested parties in educational organizations is provided in Annex C.

Although educational organizations and learners worldwide are the main beneficiaries of this

document, all interested parties will benefit from standardized management systems in educational

organizations.

EXAMPLE Employers who sponsor and encourage staff to participate in educational services can also

benefit from this document.

The potential benefits to an organization of implementing a management system for educational

organizations (EOMS) based on this document are:

a) better alignment of objectives and activities with policy (including mission and vision);

b) enhanced social responsibility by providing inclusive and equitable quality education for all;

c) more personalized learning and effective response to all learners and particularly to learners with

special education needs, distance learners and lifelong learning opportunities;

d) consistent processes and evaluation tools to demonstrate and increase effectiveness and efficiency;

e) increased credibility of the organization;

f) a means that enables educational organizations to demonstrate their commitment to effective

educational management practices;
g) a culture for organizational improvement;

h) harmonization of regional, national, open, proprietary, and other standards within an international

framework;
i) widened participation of interested parties;
j) stimulation of excellence and innovation.
0.3 Relationship between this document and other International Standards

This document is a stand-alone management system standard, aligned with ISO 9001. It focuses on the

management systems of educational organizations as well as the impact of these on learners and other

relevant interested parties.

This document conforms to ISO’s requirements for management system standards. These requirements

include a high level structure, identical core text, and common terms with core definitions, designed to

benefit users implementing multiple ISO management system standards.

This document can be implemented alongside regional, national, open, proprietary and other standards

or related documents.

NOTE Annex F provides an example of how to implement this document alongside the European Quality

Assurance Framework for Vocational Education and Training (EQAVET).
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0.4 Principles for an EOMS
This EOMS entails the following management principles:
a) focus on learners and other beneficiaries;
b) visionary leadership;
c) engagement of people;
d) process approach;
e) improvement;
f) evidence-based decisions;
g) relationship management;
h) social responsibility;
i) accessibility and equity;
j) ethical conduct in education;
k) data security and protection.
NOTE The details of these principles are analysed in Annex B.
0.5 Process approach
0.5.1 General

This document promotes the adoption of a process approach when developing, implementing and

improving the effectiveness of an EOMS, to enhance learner and other beneficiary satisfaction by

meeting learner and other beneficiary requirements. Specific requirements considered essential to the

adoption of a process approach are included in 4.4.

Understanding and managing interrelated processes as a system contributes to the organization’s

effectiveness and efficiency in achieving its intended results. This approach enables the organization

to control the interrelationships and interdependencies among the processes of the system, so that the

overall performance of the organization can be enhanced.

The process approach involves the systematic definition and management of processes, and their

interactions, so as to achieve the intended results in accordance with the policy, objectives and strategic

plan of the organization. Management of the processes and the system as a whole can be achieved using

the PDCA cycle (see 0.5.2) with an overall focus on risk-based thinking (see 0.5.3) aimed at taking

advantage of opportunities and preventing undesirable results. The application of the process approach

in an EOMS enables:
— understanding and consistency in meeting requirements;
— the consideration of processes in terms of added value;
— the achievement of effective process performance;
— improvement of processes based on evaluation of data and information.

Figure 1 gives a schematic representation of any process and shows the interaction of its elements. The

monitoring and measuring check points, which are necessary for control, are specific to each process

and will vary depending on the related risks.
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SIST ISO 21001:2019
ISO 21001:2018(E)

Figure 1 — Schematic representation of the elements of a single process (assessment of the

educational effectiveness process)
0.5.2 Plan-Do-Check-Act cycle

The Plan-Do-Check-Act (PDCA) cycle can be applied to all processes and to the EOMS as a whole.

Figure 2 illustrates how Clauses 4 to 10 can be grouped in relation to the PDCA cycle.

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ISO 21001:2018(E)
NOTE Numbers in brackets refer to clauses in this document.
Figure 2 — Representation of the structure of this document in the PDCA cycle
The PDCA cycle can be briefly described as follows:

— Plan: establish the objectives of the system and its processes, and the resources needed to deliver

results in accordance with learners' and other beneficiaries' requirements and the organization’s

policies, and identify and address risks and opportunities;
— Do: implement what was planned;

— Check: monitor and (where applicable) measure processes and the resulting products and services

against policies, objectives, requirements and planned activities, and report the results;

— Act: take actions to improve performance, as necessary.
0.5.3 Risk-based thinking

Risk-based thinking is essential for achieving an effective EOMS. To conform to the requirements of this

document, an organization needs to plan and implement actions to address risks and opportunities.

Addressing both risks and opportunities establishes a basis for increasing the effectiveness of the

quality management system, achieving improved results and preventing negative effects.

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ISO 21001:2018(E)

Opportunities can arise as a result of a situation favourable to achieving an intended result, e.g. a set

of circumstances that allow the organization to attract learners and other beneficiaries, develop new

products and services, reduce waste or improve productivity. Actions to address opportunities can also

include consideration of associated risks. Risk is the effect of uncertainty and any such uncertainty can

have positive or negative effects. A positive deviation arising from a risk can provide an opportunity,

but not all positive effects of risk result in opportunities.
0.6 Organizational mission, vision and strategy
Figure 3 illustrates EOMS strategy as related to mission and vision.
Figure 3 — EOMS strategy as related to mission and vision

The EOMS policy statements are framed by the organization’s culture (the complete set of beliefs and

values that condition its behaviour) and by the EOMS principles. In turn, the EOMS policy statements

provide the framework for the establishment of the EOMS objectives, which are periodically revised

to ensure the organization’s mission is effectively and efficiently accomplished while walking the

continuous path towards the achievement of the organization’s vision. The articulation of these

elements is usually called a strategy.
0.7 Additional requirements and guidance

Annex A specifies additional requirements for early childhood education for organizations that provide

this service.
Annex B outlines the principles for an EOMS.
Annex C provides a classification of interested parties.
Annex D provides guidelines for communication with interested parties.

Annex E provides guidance on processes, measures and tools in educational organizations.

Annex F gives an example of mapping to regional standards.
Annex G outlines health and safety considerations for educational organizations.
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SIST ISO 21001:2019
INTERNATIONAL STANDARD ISO 21001:2018(E)
Educational organizations — Management systems
for educational organizations — Requirements with
guidance for use
1 Scope

This document specifies requirements for a management system for educational organizations (EOMS)

when such an organization:
a) needs to demonstr
...

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