Integrating Social Responsibility with Quality and Environmental Management Systems



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Integrating Social Responsibility with Quality and Environmental Management Systems Chad Kymal Omnex, Inc. Pathways to Social Responsibility Conference Session Number:

Speaker Bio Chad Kymal is the CTO of Omnex Inc. an international Consulting and Training organization. After graduating from the General Motors Institute Chad spent a number of years working at General Motors and KPMG before founding Omnex Inc. in 1986. Over Chad's successful career, he has served on the Malcolm Baldrige Board of Examiners and has received numerous quality achievement awards, including the Quality Professional of the Year award by the American Society of Quality Automotive Division in 2005. In addition to his Bachelor's degree from GMI, Chad holds both a master's degree in industrial and operations engineering from the University of Michigan and an MBA from the University of Michigan. Chad both developed and conducts auditor training for ISO 9001, ISO 14001, and OHSAS 18001, as well as an Integrated Management Systems Lead Auditor training course where all three standards are combined in a single audit. Omnex and Chad has worked extensively with the Semiconductor Industry and including assisting customers in implementing a Social Responsibility standard EICC that is similar to ISO 26000. He has also helped organizations implement an integrated management system integrating Social Responsibility with Sustainability, Quality and Environmental Management Systems. Chad is the author of three books and over a 100 papers including several on integrated management systems. He is currently working on a book for Implementing and Auditing Integrated Management Systems.

Products and Services Business Improvement, Software, Staffing, and Project Management FMEA Services Provided by PlanTech, a partner organization of Omnex, Inc. EwIMS Software Provided by Omnex Systems, a division of Omnex, Inc. Project Management Provided by Omnex Services, a division of Omnex, Inc. Staffing Provided by Omnex Services, a division of Omnex, Inc. Consulting Auditing Training Facilitation Coaching / Mentoring AQuA Pro Audit Pro BOSS Doc Pro HR Pro MSA Pro Process Pro TPM Pro Consulting PMO Training Project Management IT Resources & Projects Technical Resources Professional Resources Omnex, Inc. Product Lines Global Sourcing Product Launch Lean/Six Sigma Supplier Development Standards-based Products

OMNEX Global Presence US: 2 Offices, HQ Reach us at: Canada: Mississauga www.omnex.com Mexico: Mexico City, Monterrey, e.mail to: Querétaro info@omnex.com Thailand: Bangkok India: Chennai, Delhi, Pune, Bangalore, Hyderabad China: Shanghai France: Argonay Germany: Sigmarszell Middle East: Dubai and Saudi Arabia Sri Lanka: Colombo

Learning Objectives At the conclusion of this sessions, attendees should be able to: Understand that ISO 26000 can be implemented using ISO 9001 and ISO 14001 processes Understand key principles and concepts of integrating ISO 26000 with ISO 9001 and ISO 14001 Business processes of ISO 9001 can help integrate social responsibility throughout an organization The scope of the risk assessment in ISO 14001 can be extended to include both environmental and social impacts The environmental management system of ISO 14001 can be used to address the environmental concerns of ISO 26000 The governance system in ISO 9001 and ISO 14001 can integrate with governance of ISO 26000 Understand that independent management systems and processes hurt an organization and are fundamentally inefficient

Social Responsibility Social Responsibility has the organization as its focus and concerns the responsibilities of an organization to society and the environment. ISO 26000:2010, 3.3.5 Social Responsibility Societal Obligations Environmental Obligations

Social Responsibility Core Subjects Organizations need to address their social responsibility by understanding their relationship to stakeholders and society Figure 3 The Seven Core Subjects ISO 26000

Social Responsibility and Society Societal Obligations Human Rights Fair Operating Practices Community Involvement and Development Labor Practices Consumer Issues

Social Responsibility and Environmental Obligations Environmental Obligations Prevention of Pollution Human Rights Principles Sustainable Resource Use Environmental Issues Climate Change Mitigation and Adaption Management Activities Protection of the Environment, Biodiversity, and Restoration of Natural Habitats Relevant technical tools such as standards from the ISO 14000 Series of Standards assist an organization in addressing environmental issues in a systemic manner and should be considered when evaluating environmental performance, quantifying and reporting greenhouse gas emissions How?

Comparison of Social Responsibility ISO 9001 (QMS) ISO 26000 ISO 9001 Principles Customer Focus Leadership Involvement of People Process Approach System Approach to Management Continual Improvement Factual Approach to Decision Making Mutually beneficial Supplier Relationship ISO 26000 Principles Accountability Transparency Ethical Behavior Respect for Stakeholder Interests Respect for the Rule of Law Respect for International Norms of Behavior Respect for Human Rights Are these principles compatible?

Process Models in ISO 9001 and ISO 14001 ISO 9001 ISO 26000 ISO 14001 Continual Continual improvement improvement of of the the quality quality management management system system Management responsibility 5.0 4.2 Customers Customers 4.3 Customers Customers Resource management 6.0 8.0 4.4 Measurement, analysis and improvement Satisfaction 4.5 Requirements Input 7.0 Product realization 4.6 Product Output 7.2 7.3 Key 4.7 7.8 7.4 7.5 Information flow Value-adding activities 4.8 Figure 1 - Model of a process-based quality management system ISO 2000 7.7 7.6 Omnex implementation of ISO 9001 and ISO 14001 has shown over 90% of QMS and EMS are compatible and can be integrated How is ISO 9001, ISO 14001 and ISO 26000 different?

Social Responsibility and Management Systems (ISO 9001 and ISO 14001) Relevant Key Elements Policy Risk Management Objectives Documents and Records Processes/Procedures Management Review Competency Internal Audits Suppliers and Purchasing Continual Improvement Corrective and Preventive Actions These governance and deployment systems are present in both ISO 9001 and ISO 14001

What About Governance? Organizational governance is the system by which an organization makes and implements decisions in pursuit of its objectives. ISO 26000:2010, 6.2.1.1 Social Responsibility Governance Societal Obligations Environmental Obligations

Governance Using Management Systems Set QMS and EMS Policy and Objectives Deploy QMS and EMS Objectives with a Plan Throughout the Organization Review QMS and EMS Objectives and Plan on a Periodic Basis, Looking for Deployment and Continual Improvement Opportunities Take actions to improve Conduct QMS and EMS Internal Audits and Corrective Actions QMS = Quality Management Systems, typically refers to management systems implemented for ISO 9001 EMS = Environmental Management Systems, typically refers to management systems implemented for ISO 14001

Management Systems Policies and Objectives Plan Objectives Board Steering Committee Policies Act Adjust Policies, Objectives and Plan Check Review Policy, Objectives and Plan Do Deploy Objectives/Plan Organization Wide

Management Systems (ISO 14001) Risk Assessment and Processes Set Policies Legal and Other Requirements Risk Assessment Identify Processes and Controls Set Objectives and Plan This is the process Omnex uses for ISO 14001 (EMS) today (continued on next slide)

Management Systems Processes (continued from previous slide) Identify Processes and Controls Identify Process Measures Deploy Processes Conduct Process and System Audits Conduct Corrective and Preventive Actions This is the process Omnex uses for ISO 14001 (EMS) today

Governance Processes Set Policy for QMS and EMS Conduct Risk Assessment Set Objectives Identify/Document Processes, Institute Controls, and Measures Implement Processes Review Process Measurables Conduct Internal Audits of Processes and Systems Conduct Improvement Actions and Corrective and Preventive Action

Integrating Social Responsibility Policies and Objectives Plan Objectives Act Adjust Policies, Objectives and Plan Board Policies and Code of Conduct Steering Committee Check Review Policy, Objectives and Plan Do Deploy Objectives/Plan Organization Wide Implement social responsibility integrating quality, environmental and social responsibility objectives use one process for implementing the objectives and the plan for meeting objectives

Integration between SR and Q and E Set Integrated Business Objectives QMS, EMS, Financial, OH&S and SR Deploy Objectives and Plan Conduct Integrated Business Reviews Take Actions to Improve Policies, Objectives and Plan

Setting Policies and Code of Conduct Review all the Core Subjects to identify which subjects are relevant The identification of the relevant issues should be followed by an assessment of the significance of the organization s impacts. The significance of the impact should be considered with reference both to the stakeholders concerned and to the way in which the impact affects sustainable development ISO 26000:2010, 5.2.2 Figure 3 The Seven Core Subjects ISO 26000

Setting Policies and Code of Conduct SR Policy Legal and Other Requirements affecting Core Subjects Conduct Risk Assessment SR Hazards, Impact and Risk to Organization Policies and Code of Conduct Processes Impacted

Risk Assessment and SR Policies 6.3 Human Rights Legal and Other Requirements Prioritized SR Issues Topics and Subjects 6.4 Labor Practices 6.5 Environment Hazard Effect Severity Occurrence 6.6 Fair Operating Practices 6.7 Consumer Issues 6.8 Community Involvement and Development Risk Assessment Stakeholder Expectations Identify Relevant Issues/Subjects that Affect the Organization Using the Risk Assessment, the social responsibility steering committee can formulate the code of conduct for the organization

Integrate SR Into Processes Identify Process Measures Affecting QMS, EMS, Financial, OH&S and SR Deploy Processes (integrated) Conduct Integrated QMS, EMS and SR Process and System Audits Conduct Corrective and Preventive Actions

Example Process Map (ISO 9001) MOPs 5.1 5.5 Business Planning 5.6 Management Reviews Providing Resources CS CI 6.0 Customer and Company Requirements 7.1 & 7.2 Sales and Marketing 7.3 7.4 APQP/ Engineering COPs Purchasing MP&L Production Post-Delivery Activities Customer and Company Satisfaction and Profits SOPs 4.2.3 & 4.2.4 6.2.2.2 7.4 8.2.2 8.5.2 & 8.5.3 7.5.1.4 Document and Record Control (IT & IS) Training and Competence Measurement Systems Labs and Tests Internal Audits (CI) Corrective and Preventive Action Facilities, Equipment, Tooling 4.2.3.1 7.1.4 7.3.7

Possible Integrated Processes Business Planning Management / Business Reviews Purchasing Engineering Human Resources / Hiring Training / Competence Internal Audits and more Integration does not mean that the process necessarily includes SR in its scope It only means that the process is in place and can be used to implement SR and that the process can be modified to include SR activities

Integrated Management Systems Why Integrate? Integrated QMS, EMS and SR 1 EMS 1 QMS 1 SR 2 Common Processes / Procedures 3 Common Work Instructions Stand-alone Management Systems 4 Common Forms / Checklists Source: Juggling Multiple Standards, Quality Digest, June, 2005

Integrating Social Responsibility with ISO 9001 and ISO 14001 SR Manual Integrate into ISO 9001 and ISO 14001 Governance Process 4.2 4.3 Integrate into Risk Assessment and Code of Conduct and Supplement via Business Processes Initial SR Assessment and Continued Risk Assessment 4.4 4.5 4.6 4.7 7.8 7.2 7.3 7.4 7.5 Risk Assessment Integrate into ISO 9001 / ISO 14001 Processes 4.8 7.7 7.6 Integrating Code of Conduct with Relevant Business Processes Integrate SR into Business Reviews, Internal Audits, Continual Improvement and Corrective and Preventive Actions Figure 1 Schematic Overview of 26000, 26000:2010 New Process Step Unique to SR Over 80% of ISO 26000 clauses and intent integrate with ISO 9001 / ISO 14001

Summary Social Responsibility (ISO 26000) can be implemented with ISO 9001 and ISO 14001 ISO 9001 and ISO 14001 governance processes can be used to deploy SR objectives and plan Management System processes can be used to integrate SR requirements (Code of Conduct) into multiple business processes including Hiring, Competency, Purchasing, Business Review, Auditing and others EMS risk assessment processes can be used to develop SR priorities and define the Code of Conduct

Summary (Continued) Let us review some of the key principles and concepts of integrating ISO 26000 with ISO 9001 and ISO 14001 Business processes of ISO 9001 can help integrate social responsibility throughout an organization The scope of the risk assessment in ISO 14001 can be extended to include both environmental and social impacts The environmental management system of ISO 14001 can be used to address the environmental concerns of ISO 26000 The governance system in ISO 9001 and ISO 14001 can integrate with governance of ISO 26000 Understand that independent management systems and processes hurt an organization and are fundamentally inefficient