Management System Planning
This section gives you an overview of the tasks required in implementing an integrated management system framework.
1. Identify “Scope” of the Integrated Management System (IMS).
When we look at business management systems we need to consider their boundaries or scope, the composition of the processes involved, the inputs and outputs of these processes, and the specialized elements that perform specialized quality control, environmental, and health and safety functions.
The scope of an IMS is what's printed on an organization's accredited ISO certificate, which describes its boundaries and is included in the IMS manual.
a. Is your management system for the whole organization or a part of it?
• Location – physical boundaries (listing addresses)
• Details of the goods and services offered
• Outline of main processes for goods/service realization
b. Do you have exclusions (e.g., design and development)?
2. Determine the Need for Integration.
a. What disciplines or standards will your management system include?
• ISO 9001, 14001, OHSAS 18001
b. Gap analysis: Companies wishing to implement a management system meeting international standards should start by doing a gap analysis to find out what the organization has in place and what the gaps are, related to international standard requirements.
c. What standard training requirements are needed?
d. Who will coordinate the management system implementation? Will there be a team approach (members)?
3. Understand the Context of the Organization.
What commitments are you as a top manager making?
Refer back to Part I, where I talked about principles and presented questions for you to consider, as well as ones you could develop yourself under “Assess/Reflect” and “Act.” What is your focus for the organization?
a. Quality – customer satisfaction
b. Environment – prevention of pollution – in what areas?
c. Occupational health and safety – prevention of injury and ill health
d. Financial, etc.
Set vision, mission, and values
a. Define business principles, vision, and mission to follow.
b. Communicate where your organization will be on a defined timeline.
4. Determine the Needs and Expectations of Interested Parties.
Many organizations have seen their marketplaces dry up; understanding your marketplace is crucial to knowing when to change.
Determining the issues and requirements of interested parties can assist you in understanding the inputs to your management system.