What is a standard and why are they important?

Membership Committee

Bill Morgan

407-927-0931

bill@sequensant.com

Standards are Everywhere

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US Standards Background

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• A collection of best practices, guidelines, customs, experiences, and practical solutions

• Collaboratively and voluntarily developed through consensus

• Regularly revisited and revised

• It can be a product, service, or procedure.

Common solutions to repetitive problems.

Standards in Brief

Setting the Stage: What is and is not Standards Development

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• Regulations

• Laws

• Necessarily “how to implement” documents

• Certifications

• Individual organizational policies and practices

What Standards Are Not

Setting the Stage: What is and is not Standards Development

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• Permits “apple to apple” performance comparisons

• Achieves consistency and identifies “preferred employers”

• Improves HR organizational performance

• Reduces the cost of HR operations

• Improves the use of HR resources

• Provides some legal protection for conforming users

• Further confirms HR as a profession

Advantages for HRM to have standards

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Sanliu de qiye zuo chanpin; erliu de qiye zuo jishu; yiliu de qiye zuo biaozhun.

“Third Class companies make products;

Second class companies develop technology;

First class companies set standards.”

A contemporary Chinese saying quoted in the publication

China’s Post-WTO Technology Policy: Standards, Software

And the Changing Nature of Techno-Nationalism

“Patents, Human Resource and Standardization arethe strategic tool for national development in China.”

——Ministry of Science and Technology, 2002

The Chinese View of Standards

China and Standards

HISTORY OF STANDARDS

International HR Standards History

• The ISO member nations approved the proposal to create a Technical Committee (TC) for HR Management in January 2011 and ISO ratified this vote in February 2011. ANSI currently runs the Secretariat for this TC.

• UTMB was elected to be the Administrator for the US Technical Advisory Group (US TAG) for this TC in 2014, replacing SHRM. UTMB will continue in this roles for an indefinite period.

• The first plenary meeting of the ISO Technical Committee 260 for Human Resource Management was held on November 10 and 11 in Washington DC. Thirteen countries sent delegations.

• Subsequent plenaries have been held in Melbourne, Australia; Rotterdam, the Netherlands; Dublin, Ireland; and Galveston, TX.

• The next planned plenary will be held in Singapore from August 26 to September 2, 2016

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Global Standards Current Status

ISO TC 260 Plenary Meeting In November 2011

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ISO TC 260 Member Countries (07/19/12)Current TC Members (12/2015)

ISO (Who they are and what they do)

The TC 260 Site on ISO’s Webpage

http://www.iso.org/iso/home/standards_development/list_of_iso_technical_committees/iso_technical_committee.htm?commid=628737

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What Is ISO?International Non-Governmental Organizations with an Interest in HR Standards

In 1946, delegates from 25 countries met in London and decided to create a new international organization, of which the object would be "to facilitate the international coordination and unification of industrial standards". The new organization, ISO, officially began operations on 23 February 1947, in Geneva, Switzerland.

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EQUAL

FOOTING

MARKET

DRIVEN

CONSENSUS

VOLUNTARY

PILLARS of INTERNATIONAL

STANDARDIZATION

NATION WIDE

ISO’s Approach to Standards Development

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ISO TC 260 Member Countries (07/19/12)Current TC Members (12/2015)

ISO Structure

Global Participants

ISO TC 260 Secretariat

Administrator to ISO TC 260 (TAG)

US SDO Secretariat

Levels of HR Standards Development

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ISO Reporting Structure and the Role of the US TAG

ISO Central Secretariat

Technical Management

Board

Mirror Committee

Technical Committee

Purpose

Oversees global standards development. Comprised of 160+ National Standards Bodies (I.e. ANSI, BSI, etc.)

Approves and designates to countries the leadership of new Technical Committees (TC) to develop standards in specific categories (i.e. HR to the USA)

The ISO committee that creates the standards (i.e. TC176 created ISO 9000 Quality Standards)

National body of experts that convene to set policy on current and potential global standards (i.e. US Technical Advisory Group – US TAG)

USTAG’s Role

Sends delegations to plenary meetings, provides technical experts for working groups, provides ideas for NWIPs

Assembles technical experts for standards activities, represents the US point of view on projects

Mirror Committee

ISO Reporting Structure and the Role of UTMB

ISO Central Secretariat

Technical Management

Board

US Technical Advisory Group

(US TAG)

Technical Committee (TC)

260 for HRM

Mirror Committee

Oversees Global Standards Development

Oversees Technical Committee (TC) Operations

Develops ISO StandardsUTMB provides limited administrative support

Other National Mirror

Committees

UTMB provides admin support and is a member

Provides delegates and workgroup members and hosts in country events

ISO Products

ISO STANDARDS DEVELOPMENT STAGES

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5

4

3

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PROPOSAL

PREPARATORY

COMMITTEE

ENQUIRY

APPROVAL

PUBLICATION

Working DraftWD

Committee DraftCD

Draft International StandardDIS

Final Draft International StandardFDIS

Publication-International StandardIS

New Work ItemNP

Standard vs. Specification

• ISO/TS Technical Specification• A normative document representing the technical consensus within an ISO

committee

• ISO Standard• A normative document, developed according to consensus procedures, which

has been approved by the ISO membership and P-members of the responsible committee in accordance with Part 1 of the ISO/IEC Directives as a draft International Standard and/or as a final draft International Standard and which has been published by the ISO Central Secretariat.

2010 2011 2012 2013 2014 2015 2016 2017

This timeline depends on the meeting schedules of the ANSI and ISO boards which meet every 3 to 6 months.

International Standards Development Timeline

UTMB is the ISO Sec.

ISO TMBApproves

ANSI BoardApproves

US TAG transferredto UTMB

TC /USTAGProposal submitted to ANSI ISO Committee

First US StandardANS Produced

First ISO StandardAnticipated

ANSI Board submits HR TC Proposal to ISO

US TAG Established and First international standards meetings held

ANSI serves as TC Secretariat

Current Work in TC 260

Current Global HR Standards Work• International Labour Organization Conventions and Recommendations (UN/ILO) - SA

8000

• OECD Guidelines for Multinational Enterprises (1976, revised 2000)

• ILO Tripartite Declaration of Principles Concerning Multinational Enterprises and Social Policy (1977)

• Investors in People Body of HR Standards (Penna Plc: UK 2008)

• Hong Kong Institute for HR Management Body of Professional Standards (HKIHRM: HK 2010)

• Human Resource Framework NS HRF-101: 2010 (People Smartz: New Zealand & Australia 2009)

• ISO 9001 6.2 Human Resources

• Article V bis GATS: Labour Market Integration Agreements

• Ethical Trading Initiative Base Code (ETI, UK, 1998)

• World Bank Group: International Finance Corporation Performance Standards

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ISO TC 260 Standard Progress

Proposal Stage (10)

Preparatory Stage (20)

Committee Stage (30)

Enquiry Stage (40)

Approval Stage (50)

Publication Stage (60)

ISO/DIS 30400 Terminology

ISO/DIS 30405 Guidelines on Recruitment

ISO/DIS 30400 Guidelines on Human Governance

ISO/CD 30409 Workforce Planning

HC Reporting

Knowledge Management

ISO TC 260 Technical Specification Progress

Proposal Stage (10)

Preparatory Stage (20)

Committee Stage (30)

Publication Stage (40)

ISO/TS 30407 Cost per Hire (Nov. 11, 2015)

ISO/TS 30410 Impact of Hire

ISO/TS 30411 Quality of Hire

ISO/TS 30412 Turnover

ISO/TS 30413 Retention

ISO TC 260 and TC 176 Joint Work Standard Progress

Proposal Stage (10)

Preparatory Stage (20)

Committee Stage (30)

Enquiry Stage (40)

Approval Stage (50)

Publication Stage (60)

Quality Management-Guidelines for competence management &

Training

Quality Management-Guidelines on People Involvement

U.S. Technical Advisory Group (TAG)—roles, responsibilities and strategic charter

REMEMBER: We Need a Credible, Durable Process

The American National Standards Institute (ANSI) has served in its capacity as administrator and coordinator of the United States private sector voluntary standardization system for more than 90 years.

Founded in 1918 by five engineering societies and three government agencies, the Institute remains a private, nonprofit membership organization supported by a diverse constituency of private and public sector organizations.

Global Roles and Responsibilities Among USTAG / ANSI / ISO (con’t)

USTAG ANSI ISO

Global Standards Authority

Established in 2011 Designates US TAG Administrator; Represents the US at ISO; Designated as the Secretariat for the new Technical Committee (TC)

Approves the creation of New TCs and designates the Secretariat from ISO Membership

Global Standards Creation

Provides experts (delegates) and project proposals to the TC

Oversees conformity to the approved US TAG process.

Establishes a forum for ISO members and global TAG delegates to debate and develop global standards

IP Ownership of Global Standards

Standards owned by ISO No copyright, but will sell standards

ISO has ownership interest

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A TAG vs. A TCMeeting Forums: US TAG ISO TC

What are they? The deliberative body that mirrors the ISO TC and determines the national stance on a global standard

The global form that recognizes ISO members and their respective delegates from national mirror committees and facilitates the global standard development

When are they formed? By the national standards body (ex.ANSI) that also must be a member of ISO

Created by the ISO Technical Management Board (TMB). ISO assigns a number and designates an ISO member to be the Secretariat

How are they led? Chair (US) selected by the sponsor of the standards effort, but elected by TAG membership

Chair (US) selected by the sponsor of the standards effort, but elected by TC membership

Who can participate? Any US organization, US division of an international firm, or US individual with a material interest in the subject

Only the national ISO members can vote but the TAGs can send delegates to assist them

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A TAG vs. A TCUS TAG ISO TC

How manyparticipants?

Only limited by practicality.. Only the national members of ISO. (n=156) We anticipate 30 or so initially.

Is there any screening?

Potential members apply to join the TAG. The TAG members vote to admit new members. An administrative fee is charge.

No screening. Any ISO member can join as a participant or observer.

How often and where do they meet?

3 to 4 times per year anywhere in the US. Virtual meetings are permissible

Once per year, internationally based on membership. Virtual meeting not permitted

What is UTMB’s role here?

Administer the group. Advocate UTMB’s position as a member

Eventually administer the group. Influence the group though the USTAG

For how long? Indefinite Indefinite

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US TAG to ISO/TC 260 Strategic Planning Committee Charter (Voted by TAG 2014)

• The US TAG to ISO/TC 260 works in partnership with other international participants in ISO/TC260 to create international Human Resource Management (HRM) standards. International HRM standards will provide an effective means for improving the performance of organizations and provide confidence to people and organizations that the HRM function will meet internationally acceptable levels of competence and professionalism.

• The purpose of the Strategic Planning Committee (SPC) is to establish the overall strategic direction for the US TAG.

• In order to fulfill its purpose, the Strategic Planning Committee will:

• Establish the overall strategic direction for the US TAG.

• Identify strategies to achieve the ISO/TC260’s defined main objectives and priorities.

• Establish strategies to promote US positions internationally.

• Identify strategies for increasing the representation on the US TAG.

• Abide by the ISO Code of Conduct and the ANSI set of globally accepted principles for standards development.

• Guide the development of minimally effective global HRM practices and processes