CQIIntegratedManagementSpecialInterestGroup(IMSIG) Newsletter–February2016 MSS 1000 Shortlisted Award Winner – are you using it? Will ISO Annex SL help or hinder integrated management? WelcometoourFebruary2016Newsletter.Wehavemanynewmemberssowecarrysome contentforwardfrompreviousnewsletterswheredeemedtobevaluable. This letter includes: WhatisIMSIG’sRole? Ø Ø Ø Ø Ø Ø GeneralNewsandProgress Howdowemeet? IMSIGLinkedInGroup MSS1000:2014 NewISOStandardsandAnnexSL IMSIGandExternalInteractions IntegratedReporting WebSiteand KeyIMSIGDocumentsSummary Ø TopManagementBrief Ø A Survey Analysis of Integrated ManagementSystemsintheUK Ø ManagementSystemStandard FutureQualityProfessionals Ø Ourvision Ø NextGenerationNetwork Ø ContactUs NeedforNewSteeringGroupMembers WhatisIMSIG’sRole? TheroleofIMSIGistoactasafocalpointforthemutualexchangeanddisseminationofbest practicewithintheareaofintegratedmanagementthatisbecomingmainstreamthinkingwithin organisations.Ifyouwanttofindoutmore,ourlongstandingobjectivesaredefinedontheweb site http://www.thecqi.org/Community/Special-Interest-Groups-SIGs/Integrated-ManagementGroup/. CQI-IMSIG NewsletterFebruary2016 Page |1 Arangeofusefulresourcesareavailableviahttp://www.thecqi.org/Community/Special-InterestGroups-SIGs/Integrated-Management-Group/Research-and-reports/ as well as a free universal management system standard facilitating fully integrated management systems without boundaries. The IMSIG UK and international membership has grown steadilysince 2012 but has tended to plateauin2015.ThecurrentmembershipontheCQIdatabaseis1,599andwithintheLinkedIn groupis638. Howdowemeet? LookingatwaystomakeiteasyformemberstoparticipateinIMSIGmeetings,technologyhas beenembraced,andallmeetingssince2013areteleconferences.Recentmeetingshavebeenvia ‘GoToMeeting’,whichisawebbasedcommunicationtoolthatfacilitatessharingofpresentations andotherdocumentsaswellasvoiceandvisualimagesofattendees.Thishasenabledmore interactive discussions and the visual sharing of media such as PowerPoint presentations. Discussionshaveincluded: • Visionofthefuturequalityprofessional(laterpublishedinQualityworld). • ImplicationsofISO“risk&opportunity”ISO9001,ISO14001,ISO45001etc. • Servingsmallorganisations. • Socialresponsibility. • ISOAnnexSLandintegratedmanagement. • Datamanagement. IMSIGLinkedInGroup OurLinkedIngroupprovidesanopportunitytonetworkwithothers.Herearesomeoftopicsthat havepreviouslybeendiscussed:- • UKriskregister. • Whatisabalancedstakeholderviewandhowshoulditinformwhatismeasured? • DoesanIMSnecessarilyneedanintegratedManual&Procedures? • MSS1000:2014–afreeone-stopuniversalmanagementsystemstandard. • Futureintegrationof'Governance,RiskManagement,andCompliance'. • DisadvantagesofanIMS. • Shouldmanagementsoftwarebeintegrated? • Integratedreporting? • LinkbetweenCorporateSocialResponsibilityandbusinessperformance. Joininorstartadiscussioninthegroup,andconnectwithourvirtualcommunity. Toaccessthenetworkinggroup,youwillneedtoregisterasaLinkedInmemberbeforerequesting accesstotheCQIIntegratedManagementSIGgroup. CQI-IMSIG NewsletterFebruary2016 Page |2 GeneralNewsandProgress Managementintegrationhasbecomemainstreammanagementformanyorganisationsunlikea decadeagowhenintegratedmanagementwasmuchmoreofapioneeringexerciseforIMSIG. However,thefollowingnewsitemsdemonstratethattheintegrationpathcanbetortuouswitha mixtureoftechnicalandpoliticalissues.Itemscoveredinclude: Ø MSS1000:2014UniversalManagementSystemStandard Ø NewISOStandardsandAnnexSL Ø IMSIGandExternalInteractions Ø IntegratedReporting MSS1000:2014UniversalManagementSystemStandard MSS1000wasoriginallyconceivedasaproject in2011withapprovalfromtheCQIExecutive.It “Itmustberememberedthatthere provedtobeachallengingprojectintermsof isnothingmoredifficulttoplan, notonlythetechnicalissuesbutobstaclesthat moredoubtfulofsuccess,normore were placed in its way. However, it was dangeroustomanagethananew subjectedtomultipleexpertpeerreviewsand system.Fortheinitiatorhasthe nowstandsasarobustuniversalmanagement enmityofallwhowouldprofitby systemstandardthatcanbefreelydownloaded thepreservationoftheold from the web. There is no better source to institutionandmerelylukewarm guide the structuring of a fully integrated defendersinthosewhogainbythe managementsystem. newones.”―NiccolòMachiavelli Thefollowingisabrieftimelineofkeyevents: v Apr2014-CQIplacedrestrictionsonstandard v Jul2014-Standardrebrandedasaspecification v Oct2014-PresentedattheIranQualitySocietyConferenceinIstanbul v Jan2015-Publishedonweb–totalprojectcosts£0.00 v Aug2015–ShortlistedinCIRRiskManagementAwards:“RiskManagementProductof theYear”–(unfortunatelydidnotwin) v 2015BeingusedinIIRSM/Zurichdatamanagementresearch A key challenge is still to broaden theawarenessoftheexistenceand great value of the standard particularly because the normal communication channels of the CQI are currently being denied to IMSIG. Read more about MSS 1000 in section MSS 1000:2014 Management System Standard of thisnewsletterbelow. CQI-IMSIG NewsletterFebruary2016 Page |3 NewISOStandardsandAnnexSL SincebeforetheturnofthemillenniumISO had resisted suggestions to recognise and support organisations adopting integrated management systems. These suggestions includedhavingacoremanagementsystem standard with specialist supplements. It continuedwithaneverexpandingplethora of management system standards in different styles and with no common uniformsetofmanagementconceptsanddefinitions.However,ISOfinallyconcludedthatitought tobeseentoberecognisingintegratedmanagementsystemsthatwerebeingwidelyadoptedby enlightened organisations seeking greater effectiveness and to avoid wasteful duplication and pooruseofvaluablemanagementresource.However,ISOdidnotadopttheclassicsuggestionof a core management system standard but instead implemented something more hybrid that became commonly known as Annex SL. This approach places a strict obligation on ISO managementsystemstandardswriters(TechnicalCommittees)toplacecontentunderastandard setofheadingsplussomemandatorycontent.Allcontentthatdoesnotlogicallyfitunderthe standardheadingshastobeplacedinoneormoreappendices.AnyonewishingtocreateanIMS cannowseetwoprincipaltypesofnon-integratedcontentinthenewstylestandardstogether withsomestandardtextautomaticallyinsertedinthestandardtemplate.Somenon-integrated content occurs within the standard headings and other non-integrated content occurs in appendices.AnnexSLmakesup30%ofISO9001, 50%ofISO14001and70%ofISO27001withthe restofthecontentintheAppendicesorother documents.IncontrastMSS1000:2014hasno leftovers. While ISO Annex SL enables the reader to see some commonality of structure across the managementsystemstandardswhichwasmoredifficultfortheuninitiatedtoseeinthepast,it hasthedisadvantageofpotentiallysettingbacktheprogressofeffectiveintegratedmanagement by: a) Givingatotallyfalseimpressionofwhatanintegratedmanagementsystemisandthat onlypartialintegrationispossiblei.e.acoreplusleftovers. b) Permittingeachdisciplinetocontinuetooperateinarelativesiloandtouseanon-unified terminologyratherthanacomprehensivecommonsetofISOmanagementconceptsand terms. c) Limitthedegreethatintegratedauditscanbeconductedbycertificationbodiesbecause somuchofthestandardsisinappendicesratherthanafullyunifiedstructure. d) Creating a standardised structure across multiple standards that will be extremely cumbersometocorrectinthefuture. AnnexSLwasagoodideathatwaspoorlyimplementedandshouldhavereceivedalotmoreinput andreviewfromexpertsexperiencedinthetheoryandpracticeoffullyintegratedmanagement systemsandworkingacrossdisciplines.‘OrderfromChaos’waspublishedinQualityWorldinApril 2011demonstratingthatthetotalityofamanagementsystemormanagementsystemstandard could be placed within a universal hierarchical management topic structure (taxonomy) with CQI-IMSIG NewsletterFebruary2016 Page |4 nothing leftover. This was the basis for the creation of ‘MSS 1000-2014’ which addresses all aspectsofthemanagementofanytypeoforganisation. TheISOsituationisfarfromidealandfarfromwhatisneededconsideringthefragilestateofthe worldeconomy.However,intelligentorganisationsarestillabletofreelyaccess‘MSS1000-2014’ and use it to structure an elegant and effective IMS while still being able to interact with certification bodies operating non-optimal surveillance processes. Considerable progress has beenmadeintheadvancementofthetheoryandpracticeofintegratedmanagementsincethe turnofthemillenniumanditcanonlybehopedthatthisprogresswillbesustaineddespitethe recentill-conceivedISOinitiatives. IMSIGandExternalInteractions IMSIGistheoldestoftheCQISIGsandhasbeenoperatingforabout20years.Itsbasicintegrated managementdefinitionandconceptsweredefinedwelloveradecadeagoandhaveremained unchanged.Theyhaveinfluencedthetheoryandpracticeofintegratedmanagementandhave been extensively referenced by researchers e.g. refer to https://en.wikipedia.org/wiki/Integrated_management. AboutayearagotheCQIunderwentareorganisationmergingtheCQIandIRCAintoasingle entity.TheCQIhasdecidedtofocusontrainingstandardsandceasetobeatrainingbody.The CQIhasaligneditselfverycloselywithISOandisstronglypromotingISO9001andISO14001in particularandalsoISOAnnexSLasanintegratedmanagementsystemsmethodologydespiteit onlybeingintendedasastructureforstandardswriters.IMSIGhasbeenpermittedzerocolumn inchesinQualityWorldwhiletherehavebeenextensivearticlesandadvertisingpromotingISO products. IMSIG believes that there should be open channels of healthy debate on the development and future of quality management in general as you would expect to see in any professional body that has a Royal Charter defining duties towards society in general. If ISO productsasaregoodastheyarebeingclaimed,theyshouldhavenodifficultyinholdingtheirown inanintellectuallyfreeenvironmentandacompetitivemarketplacefreeofrestrictivepractices andcensorship.Restrictivepracticesareincompatiblewithqualityprinciples. IMSIGiscommittedtothehighestlevelsofprofessionalismandlivingthetruespiritoftheCQI’s RoyalCharter.Thisincludespromotingharmoniousandmutuallybeneficialinterfaceswiththe CQIExecutiveandexternalbodiespromotingallformsofmanagementexcellence. IntegratedReporting Integratedmanagementisnotjustaboutintegratedmanagementsystems,itisabouttakinga complete,non-fragmentedapproachtoanyandallaspectsofmanagement.Atypicalexampleis the way the value of an organisation is viewed and how performance should be reported in a holisticwayratherthanthestandardfinancialaccounts.Thisnecessitatesconsideringallofthe capitalsandnotjustfinancialandenablesstakeholderstogetamuchbetterhandleontrueworth ofanorganisationanditscurrentperformance.Inthelastfewyearsthishasbeentheobjective of the ‘The International Integrated Reporting Council (IIRC)’ that has created a ‘standard reportingframework’. TheInternationalIntegratedReportingCouncil(IIRC)isaglobalcoalitionofregulators,investors, companies, standard setters, the accounting profession and NGOs. The coalition is promoting CQI-IMSIG NewsletterFebruary2016 Page |5 communicationaboutvaluecreationasthenextstepintheevolutionofcorporatereporting.The IIRC’s mission is to establish integrated reporting and thinking within mainstream business practiceasthenorminthepublicandprivatesectors.Theirvisionistoaligncapitalallocationand corporatebehaviortowidergoalsoffinancialstabilityandsustainabledevelopmentthroughthe cycleofintegratedreportingandthinking. WebSite ProgressondevelopingtheIMSIGwebpageshasbeenheldupforacoupleofyearsbecauseof delayintheCQIrefurbishingtheoverallCQIwebsite.FollowingtheadviceoftheCQI,theplan nowistodevelopaseparateIMSIGwebsiteunderIMSIGcontrolfollowingtheleadsetbyother SIGs. ExistingreferencedocumentscanstillbeaccessedviatheCQIIMSIGwebsitetoassistmembers ontheintegratedmanagementpathandIMSIGarehappytoaddfurtherdocumentssubmitted bymembers. http://www.thecqi.org/Community/Special-Interest-Groups-SIGs/Integrated-ManagementGroup/Research-and-reports/ KeyIMSIGDocuments-Summary Topmanagementbrief This is a long existing IMSIG document that has recently been reviewed and amended. Top managementinvariablyhastheaspirationforjoinedupthinkingandrecognisesthatitwouldbe valuablebutnevergetsanyfurther,perhapsbecausetheydon'tknowitispossibleorarenot awareofotherorganisationsthatarebeginningtodoitmoresystematically. Theprincipalcontentofthebriefisasalespitchrelatedtoimprovementsineffectivenessand efficiencywhichissomethingalltopmanagerscanrelateto.Asthemarketingpeopletelluswe should sell on benefits and not features. The PowerPoint presentation is intended to be customisedtosuittheaudienceandtheorganisationinitscurrentcircumstances. HowIMSIGmembershaveusedthepresentationinpracticeoverthelastdecadeisgenerallynot knownbutIMSIGhavereceivedsomegoodfeedbackandnothingnegative.Ithasbeenobserved thatslidesfromthepresentationhavebeenincludedinconferencepresentationsdemonstrating thattheintendedpurposeisbeingfulfilledatleasttosomedegree. ASurveyAnalysisofIntegratedManagementSystemsintheUK Thismaster’sdissertationbyAgneszkaiKatniakanalysedtheintegrationofmanagementsystems inUKorganisationsoperatingtomultiplemanagementsystemstandardsandhadstaffwhowere members of the Chartered Quality Institute or the International Institute of Risk and Safety Management. Thekeyissuesincluded:whichmanagementsystemswerebeingintegratedandtowhatextent, whatwerethebarriersandbenefitsofintegration,andthelevelofcompetenceoftheintegrated managementsystempractitioners. CQI-IMSIG NewsletterFebruary2016 Page |6 It was found that most of the businesses that were surveyed planned to integrate their management systems or have already integrated them and that the integration is mostly internallydriven. Although there is a widely held view that management systems should be integrated, several interpretations of what an integrated management system is were revealed and the survey reportsthatthislackofconsensusisperceivedasthenumberonebarriertointegration.Most companiesachievedpartialintegration. The research also showed that the large number and wide range of management system standardsusedbycompaniesisnotreflectedintheintegratedmanagementsystemliterature. However, the survey did indicate that the number of management system standards adopted doesnotdeterminetheintegrationpolicy,theachieveddegreesofintegrationorthenumberof difficultiesintheintegrationprocess. We hope you find these documents of interest and value. Please email the chair via secretaryimsig@thecqi.orgifyouwishtosubmitanalreadypublishedarticleorpaperrelatingto integratedmanagementthatyouwouldbewillingtohavepostedontheCQIIMSIGwebsiteeither directlyorviaaweblink. MSS1000:2014ManagementSystemStandard Theuniversalmanagementsystemstandard(MSS1000:2014)hasbeenaddedtothewebsiteand is a powerful and valuable resource to help organisations create fully integrated management systems without boundaries and avoid unnecessary time on compliance with multiple management system standards each focusing on a different dimension of an organisation’s performance.Itisintendedtoprovideaone-stopsolutionfororganisationsseekingtoimplement afullyintegratedmanagementsystem. Itprovidesorganisationswithmorechoiceinselectingmanagementsystemstandards,whichwill helpstimulatethecontinualimprovementofstandardsinthemarketplace.Itisalsoavaluable resourcethatcanbeusedwithinanyorganisatione.g.gettingtogripswithauniversalapproach toprospectandriskmanagement. ThecurrentprincipalobjectiveofMSS1000istoprovideinstructionandguidanceondesigning and implementing fully integrated management systems that attempt to optimise the functionality of the whole organisation employing joined up thinking. This is achieved by organisingthecollectivethoughtandactionoftheorganisationtoequitablysatisfytheneedsand expectationsofitsstakeholderswhilemakingthebestuseofresources.IntegratedManagement Systems do not recognise artificial and restricting management boundaries and transcend the organisationandmanagementdisciplinesilos.However,MSS1000canalsobeusedforexisting or planned partial management systems and can assist in aligning their structures for future integration. The application of existing management system standards has meant that many organisations have only had experience of formal management systems covering only part of their organisation’s performance. MSS 1000 incorporates quality, risk and other management principlesandprovidestheopportunityfororganisationstocreatefullyintegratedmanagement CQI-IMSIG NewsletterFebruary2016 Page |7 systemsthataddressthewholeofanorganisationinatrulyjoinedupandcoherentwayandavoid theneedtocomplywithmultiplediversemanagementsystemstandardsenablingittoeconomise onvaluablemanagementresources.Thisempowersanorganisationtoimproveitseffectiveness, efficiency, innovation, robustness, agility and resilience and also experience the synergistic benefits of coherent management processes. Independent surveillance and certification processeswillalsohavethepotentialtobemoreeffectiveandefficient. AsthisMSShasthepotentialtouniversallybenefiteverytypeoforganisationofwhateversizeit wasdecidedthatitshouldbefreelypublishedontheWorldWideWebwithoutchargeinspired byitsinventorTimBerners-Lee. ThissingleuniversalMSSachievestheprincipalobjectivesofmanyseparatemanagementsystem standardsincommonusesuchasISO9001,ISO14,001andOHSAS18,001butitdoesnotachieve thisbysimplymergingtherequirementsofthevariousstandardsinthemarketplace.Itwasdone byreturningtofirstprinciplesrequiredtobeappliedtoanorganisation'sstructuresandprocesses inordertoequitablysatisfytheneedsandexpectationsofitsstakeholderswhilemakingthebest useofresources.Thishastheeffectofshiftingtheprincipalattentionofmanagementfromits multiplefacetsofperformancesuchasgoodsandservicesquality,peopleprotectionandnurture, environmentalprotection,securityetc.totheorganisation'sstructuresandprocessesthataffect themultiplefacetsofstakeholdersatisfaction. Plan-Do-Check-Actissomethingthathumankindnaturallydoestovaryingdegreesofcompetence but it does not happen naturally in an organisation and needs to be orchestrated via a management system. A fully effective, efficient, agile and resilient integrated management systemhasthecapabilityofpromotingandfacilitatingtheoptimalfunctioningofPlan-Do-CheckAct throughout an organisation at every level. Its establishment is an indicator of high performance functionality that provides confidence to stakeholders. Compliance can be demonstrated to three levels – bronze demonstrating effective and efficient processes, silver demonstratingcommercialresponsibilityandgoldsocialresponsibility. Itshouldbenotedthatallmodellingoftherealworldtoaiditsunderstanding,predictionand management is approximate to some degree and good judgement must be exercised by competentmanagerstogetthemostoutoftheMSSandanintegratedmanagementsystem.The MSSprovidestheflexibilitytodeviatefromarequirementwhereitisjustified. AsthisMSSisinnovative,empoweringorganisationstogainnewmanagementexperiences,itis hopedthatitwillstimulatecreativethinkingandresearchandhelpdrivecontinualimprovement intheunderstandingandapplicationofmanagementsystems. FutureQualityProfessionals The ‘future of Quality professionals’ has been a hot topic amongst CQI members and was discussedatourDecember2013AGM–FollowingthatdiscussionthisisourVision:- Thequalityprofessionalofthefuturewillhaveevolvedfurtherbystandingontheshouldersof thosewhohavegonebefore.Theywillemergefromafullystructuredcareerplanandcareful selection (rather than the happenstance of the past)which is sharply focused on the evolving needsandaspirationsoforganisationscommittedtoapplyingfullyjoinedupthinkinginfulfilling theirpurposeandobjectives.Theywillbeexpertsinmakingthebestuseofresourcestoequitably CQI-IMSIG NewsletterFebruary2016 Page |8 andethicallysatisfytheneedsandaspirationsofstakeholders.Theirthinkingwillemployunified managementconceptsanditwillnotbeboundedbyanypredefinedboundary. Qualityprofessionalsofthefuturewill: • Bejustaslikelytobewomenasmen, • Behighlyethicalandtrustworthyandactastheconscienceoftheorganisation, • Understand and address the total functionality of an organisation without favour including all aspects of performance of interest to customers and other stakeholders (typically product/service quality, commercial, financial, health, safety, environmental, security,ethicalandsocial), • Befullystakeholderfocusedratherthanthehistoricalnarrowercustomerfocus, • Have a deep understanding of how value is effectively and efficiently created and delivered through the intelligent and creative integration of people, commerce, data, energy,matterandsupplierstructuresandprocesses, • Haveagoodunderstandingofthepsychologyofhumanmotivationandtheprotection andnurturingofconsciousnesstofacilitatecreativity,fulfillmentandwell-being, • Haveadeepunderstandingoftheanatomyofafullyintegratedmanagementsystemand all that is required to ensure it effectively and efficiently achieves the organisation's purposeandobjectives, • Beascomfortablewithqualityaswithriskconceptsandmethodologies, • Haveanin-depthknowledgeofmanagementtoolsandtechniquesandabletoselectthe mostappropriateforthesituation, • Beabletoleadmanagementsystemauditsorinvestigationsoranalysisonanyaspectof theorganisationirrespectiveofwhatitrelatesto, • Benaturalandpassionateproblemsolversworkingindividuallyorwithinagroupandable totaketheleadandmotivateandcoordinateothers, • Beabletoviewandunderstandanyelementofanorganisationwithrespecttothewhole, • Becompetenttoactasaninternalorexternalconsultant, • Bevisionariesandconstantseekersofimprovement, • Be able to interact effectively and efficiently with all personnel at any level of the organisationandwithanysizedexternalorganisationorindividual, • Havethecapabilitytomanageandcoordinatemanagementprofessionalspecialists, • Be empathetic and excellent communicators enabling them to advise, persuade, negotiate,train,mentorandcoach, • Beselectedaccordingtoessentialpersonalskillsandgivenastructurededucationand trainingsuitableforanindustrysectororsectors. DoesourVisionmatchyours? NextGenerationNetwork TheCQINextGenerationNetwork(NGN)aimstoencourageyoungpeopleworkinginqualityto staywithinthefieldandtocreateresourcestofosteraninterestinqualityforfuturegenerations. TheNextGenerationNetworknowhasitsownwebsite,stayuptodatewithwhattheyareupto here ReadthelatestnewsletteroftheTheNextGenerationNetworkatConnexion-ConnectingtheNext GenerationNetwork-January2016 CQI-IMSIG NewsletterFebruary2016 Page |9 NeedforNewSteeringGroupMembers Following extensive work to develop and release the Integrated Management Standard (MSS 1000:2014),theprojectismovingintoanewphasewherepromotionandexploitation ofthe standardandsupportfororganisationsadoptingitaretoreceivemorefocus. WiththisfreshchallengeaneedfornewskillsandabilitiescomesforthandtheIMSIGsteering committeeisseekingnewmemberstocomeforwardtohelpsupportthisphase.Wearelooking for people who have, or want to learn, the right skills to step forward and join the steering committee. TherearethreeareasthatrequirenewbloodtohelpmoveMSS1000:2014forward,theseare:- Promotionofthestandard:- - Marketingtopromoteawarenessandadoptionofthestandard - Documentationdevelopmenttomakethestandardmoreaccessibletoorganisations - Developmentoftrainingcoursestosupportdeploymentofthestandard Organisationalsupport:- - Trainingintheapplicationofthestandard - Trainingofinternalauditors - 3rdpartyauditingoforganisations Reviewofthestandard:- - Identifytrendsthatmayaffectthestandard - Revieworganisationalfeedbacktoidentifyrequiredimprovementstothestandard - Setthefuturerouteforthestandard Ifyoucancontributeintheseareasandwouldliketomakeapositiveimpactonthefutureof organisationalmanagementsystemspleasegetintouchsothatwecandiscusshowyoucanget involvedinthefutureofIntegratedManagement. ContactUs Pleaseemailthechairorsecretaryviasecretaryimsig@thecqi.orgifyouwishtosuggestanything thatyouwouldlikeIMSIGtofocuson.Forfurtherinformationabouttheintegratedmanagement group,tobecomeamemberortojointhesteeringgrouppleasecontact: Chairperson:IanDalling orSecretary:BobBlackwell Email:secretaryimsig@thecqi.org CQI-IMSIG NewsletterFebruary2016 Page |10