iso 20700-2017 guidelines for management consultancy services

1、© ISO 2017Guidelines for management consultancy servicesLignes directrices relatives aux services de conseil en managementINTERNATIONAL STANDARDISO 20700First edition 2017-06Reference number ISO 20700:2017(E)ISO 2

2、0700:2017(E)Foreword .......................................................................................................................................................................................................

3、...................................vIntroduction ..........................................................................................................................................................................

4、......................................................vi1 Scope ...........................................................................................................................................................

5、......................................................................12 Normative references .............................................................................................................................

6、.........................................................13 Terms and definitions .........................................................................................................................................

7、............................................14 Principles .................................................................................................................................................................

8、....................................................4 4.1 General .........................................................................................................................................................

9、.................................................. 4 4.1.1 Scope ..........................................................................................................................................................

10、................................ 44.1.2 Typical consulting process ...................................................................................................................................... 44.1.3 Responsib

11、ilities ................................................................................................................................................................. 54.2 Other standards............................

12、.......................................................................................................................................................... 54.3 Ongoing evaluation and improvement ........................

13、....................................................................................................... 54.4 Policies .....................................................................................................

14、...................................................................................................... 6 4.4.1 Regulatory framework ......................................................................................

15、..........................................................64.4.2 Stakeholder engagement and commitment .............................................................................................64.4.3 Code of ethical

16、 and professional conduct ...................................................................................................64.4.4 Project governance ...................................................................

17、.....................................................................................74.4.5 Capability ....................................................................................................................

18、........................................................... 74.4.6 Communication .........................................................................................................................................

19、........................ 84.4.7 Data protection and confidentiality ................................................................................................................ 84.4.8 Protection of intellectual pro

20、perty ................................................................................................................... 84.4.9 Social responsibility ..................................................................

21、....................................................................................84.4.10 Health and safety ..............................................................................................................

22、...............................................8 4.4.11 Risk and quality management .............................................................................................................................. 94.4.12

23、Guarantees ............................................................................................................................................................................ 95 Contracting ....................

24、.............................................................................................................................................................................................9 5.1 General ................

25、........................................................................................................................................................................................... 95.2 Purpose .................

26、......................................................................................................................................................................................... 95.3 Input .....................

27、............................................................................................................................................................................................ 95.4 Outcome ................

28、.....................................................................................................................................................................................105.5 Contents .......................

29、..............................................................................................................................................................................10 5.5.1 General.............................

30、......................................................................................................................................................105.5.2 Context ....................................................

31、...............................................................................................................................105.5.3 Services and deliverables ..........................................................

32、............................................................................105.5.4 Approach and work plan ...............................................................................................................

33、.........................115.5.5 Roles and responsibilities .....................................................................................................................................115.5.6 Acceptance criter

34、ia .....................................................................................................................................................115.5.7 Terms and conditions ......................................

35、.........................................................................................................126 Execution ....................................................................................................

36、...............................................................................................................12 6.1 General .............................................................................................

37、...........................................................................................................126.2 Purpose .................................................................................................

38、......................................................................................................126.3 Input ........................................................................................................

39、......................................................................................................126.4 Outcome ......................................................................................................

40、...............................................................................................126.5 Contents .............................................................................................................

41、........................................................................................13 6.5.1 General...................................................................................................................

42、................................................................136.5.2 Refining the agreed work plan ....................................................................................................................

43、......136.5.3 Implementing the work plan ..............................................................................................................................136.5.4 Assignment management and monitoring .....

44、........................................................................................136.5.5 Approvals and acceptance ..................................................................................................

45、..................................157 Closure .............................................................................................................................................................................

46、............................................15 7.1 General ................................................................................................................................................................

47、........................................157.2 Purpose ....................................................................................................................................................................