Unpacking ISO 41000

Understanding ISO 41000 and how it might impact on the

future of the FM industry in Australia

1/12/2018 © 2018 Martin Leitch 1

Overview
• Understand the standard and how it was
developed
• An overview of ISO 41001
• Issues around industry adoption

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 ISO development

https://www.iso.org/developing-standards.html 3
 Key Principles

• ISO standards respond to a need in the

market
• ISO standards are based on global expert
opinion
• ISO standards are developed through a
multi-stakeholder process
• ISO standards are based on a consensus

https://www.iso.org/developing-standards.html 4
ISO 41000
• ISO 41011:2017 Facility management – Vocabulary
• ISO 41012:2017 Facility management - Guidance on
strategic sourcing and the development of agreements
• ISO 41013:2017 Facility management - Scope, key
concepts and benefits
• ISO 41001:2018 Facility management - Management
systems - Requirements with guidance for use

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 ISO 41001: Applicability
• Organisations wishing to:
– Establish, implement, maintain and improve an integrated
FM system
– Assure themselves of conformity with its stated
management policy
– Demonstrate conformity with the Standard

ISO 41001 & ISO 41011: 3.7.5 6

 ISO 41001: Conformity
• Demonstrate conformity with the Standard by:
– Making a self determination and self declaration
– Seeking confirmation of its conformity by parties having an interest in the
organisation
– Seeking confirmation of its self declaration by a party external to the
organisation
– Seeking certification/registration of its FM system by an accredited third party
certification body

ISO 41001 7
ISO 41001: Business alignment
The Standard adopts
a process approach ……

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 ISO 41001: Business alignment
• The process approach emphasises the importance of:
– understanding and meeting the demand organization’s requirements through
an integrated planning process;
– the relationship between the integrated planning process and Clauses 4 to 10
of the Standard;
– the documentation associated with the requirements of the FM system and
the subject of certification assessments;
– all of the above in the context of management levels;
– continual improvement of processes based on objective measurement.

ISO 41001 9
 ISO 41001: Benefits
• Improved workforce productivity, safety and health and
wellbeing
• Improved communication of requirements and methodologies
among and between public and private sector organisations
• Improved efficiency and effectiveness, thus improving cost
benefits to the organisations
• Improved service consistency
• Providing a common platform for all types of organisations

ISO 41001 10
ISO 41001: FM System
‘The organisation shall establish,
implement, maintain and continually
improve an FM system ….’ ISO 41001, 4.4

Management system: ‘set of interrelated or interacting elements

of an organisation to establish policies and objectives and
processes to achieve those objectives’ ISO 41011, 3.7.5

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ISO 41001: Contents
• Context of the organisation
• Leadership
• Planning
• Support
• Operation
• Performance evaluation
• Improvement
• Annex:
– Guidance on the use of this document

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 ISO 41001: Methodology
DEMAND ORGANISATION
FM STRATEGY Core business strategy
supported by FM
10 Improvement FM POLICY
IMPROVE
ACT
4 Context
5 Leadership
MEASURE CHECK PLAN FM PLANS 6 Planning
9 Performance 7 Support
evaluation DO

IMPLEMENT FM ORGANISATION
Adapted from ISO 41001 8 Operation 13
ISO 41001: Context
• The organisation and its context
• Needs and expectations of interested parties
• Scope of the FM System
• FM System

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ISO 41001: Leadership
• Leadership and commitment
• Policy
• Roles, responsibilities and authorities

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ISO 41001: Planning
• Actions to address risks and opportunities
• FM objectives and planning to achieve them

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ISO 41001: Support
• Resources
• Competence
• Awareness
• Communication
• Documented information
• Organisational knowledge
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ISO 41001: Operation
• Operational planning and control
• Coordination with interested parties
• Integration of services

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ISO 41001: Performance evaluation
• Monitoring, measurement, analysis and
evaluation
• Internal audit
• Management review

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ISO 41001: Improvement
• Nonconformity and corrective action
• Continual improvement
• Preventive actions

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ISO 41001: Current status
• ISO 41001, 41011 & 41012: published
• ISO 17021-11: published
• Adoption by Australian Standards: imminent
• Adoption by the industry: ??
• Certifying body: ??

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ISO/TEC TS 17021-11

Competence requirements
for auditing and certification
of facility (FM) management
systems

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ISO 17021-11: Contents
• Generic competence requirements
• Competence requirements for FM management
system auditors
• Competence requirements for personnel
reviewing audit reports and making certification
decisions
• Competence requirements for other personnel
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Industry adoption?

• The big question

– The demand organisation
– The service provider
– Industry bodies

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