TrainingBrochure2006-2007

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Training in standards

development

Services offered by theISO Central Secretariat

2006 - 2007


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Introduction

The ISO Central Secretariat (ISO/CS) offers training

services to ISO members in a variety of fields rela-

ting to standards development practices, including

tools and services supporting the standards develop-

ment process.

Our courses focus on the transfer of knowledge and

refinement of skills needed to deal with the complex

requirements associated with International Standards

development, production and dissemination.

Seasoned or newly appointed secretaries of ISO

technical committees (TC) and subcommittees (SC),

along with committee members (in particular TC

and SC chairs and working g roup (WG) convenors),

have an opportunity of acquiring or refreshing the

knowledge needed to manage the ISO committee

work. These tools can then be applied in the most

efficient way to support their activities, therefore

making it easier for them to fulfill their obligations.

ISO members, professionals engaged in standards

production activities from organizations delegated

by ISO members, efficient and effective people incharge of coordination of national positions and votes,

will find unique value in attending these training

sessions. They are designed and operated b y many

of the same persons responsible for the ISO/CS

activities and services that they typically interface

with on a day-to-day basis.

ISO/CS training services for ISO members includ e :

a) a set of regular courses covering the most

requested topics ; and

b) customized and on-site training to support

specific requirements and particular needs

of ISO members.

ISO Training in standards d evelopment 2006-2007

ISO/CS training courses

The ISO/CS training courses are presented in this

brochure.

All courses are based upon modular content. This

facilitates potential customization including

omission or expansion of topics according to the

specific requirements of the participants. See the

section Customized services .

Page 1 1 ISO Project management

Page 2 2 Using the ISO STD template :

practical tips

Page 3 3 Writing ISO standards

Page 4 4 Preparing graphics

Page 4 5 ISO e-services

Page 5 6 ISO global directory

Page 5 7 ISOTC server and e-balloting

Page 6 8 Enhanced participation in

international standardization

Page 8 9 Expert in international standardization(e-learning course)

Page 8 Customized services

Page 9 How to participate

Page 9 Contact


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1 ISO Project management

Duration: One to three days

The course provides an in-depth review of the pro-

cedures for the technical work of ISO, in particular

as they are defined in the ISO/IEC Directives, Part 1,

and the ISO Supplement[to the Directives]. Empha-

sis is given to applying active project management

principles, first of all to the review of proposals for

new standardization projects, then to the progres-

sion of those proposals accepted for development.

Who should attend?

Member bodies hosting, or considering hosting,

secretariats of ISO TCs and SCs and specifically

their appointed secretaries and their support staff.

Committee members in charge of the management

of a committees work programme (in particular TC

and SC chairs and WG convenors) wishing to obtain

a solid grounding in the core processes of standards

development the ISO way, in order to reinforce their

decision-making and project management skills in

the context of ISO.

Participation in this course will assist ISO member

bodies hosting ISO technical committees and

subcommittees to provide an effective secretariat

function, and in particular to be able to meet the

commitments of the secretariats service Agree-

ment.

This course has three particular objec tives, namely :

to recall that ISOs standards development work

is project-based, and merits the application ofthe same underlying management principles

applying to all projects;

to establish and reinforce the understandingthat being an ISO committee secretary implies a

proactive and participatory project management

role that consequently demands more

than passive (or even reactive) administrative

or org anizational skills;

to sufficiently inform participants as to the ISOproject management methodologies such that

they can envisage hosting an ISO secretariat.

Course outline

All matters addressed in the ISO/IEC Directives,

Part 1, and the ISO Supplementto the Directives, in

particular by

recalling the goals of ISO and internationalstandardization;

explaining basic project management notionsand their relevance to standards d evelopment ;

describing the special aspects of proactiveproject management in ISO;

describing in detail the app lication of the ISOprocedural methods, providing insights and

short-cuts relating to the d ue process

associated with standards development.

The course also includes overviews of aspectsof writing standards as they relate to the role

of secretariat/secretary, but not as they affect

the actual writing of an ISO publication and of

ISOs e-services (these two latter aspects are

the subjects of more extensive courses for thoserequiring deeper understanding) .

Prerequisites

There are no specific prerequisites. Nevertheless

it may be beneficial to participants to have some

familiarity with committee work and, potentially,

some knowledge of the basic organizational and

procedural princip les of ISOs technical work.

Note This course can be customized and/or

combined with complementary courses to provide,

for example, a full week or more of training.


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Duration: Half-day course for general presentation /

Two-day full course for hands-on training

The course introduces the use of the ISO STD

template for the presentation of ISO International

Standards and similar publications. It consists of

a general presentation complemented by hands-on

training.

Who should attend?

TC/SC secretaries, WG convenors and

project leaders.

This course is designed for people who are res-ponsible for the formal preparation of International

Standards. Its hands-on training gives participants

the opportunity to work with the template on a PC,

guided by the instructor, and is limited to eight

participants.


Course outline

Day1 morning: Editorial tools availab le on the ISOTC

Portal site and introduction to the ISO STD template.

Day1 afternoon and Day 2: ISO STD template course

and workshop with exercises (includes hands-on

use of the template under the supervision of the ins-

tructor):

creating an International Standard skeletondocument using the ISO STD template

(Doc.Info, STD toolbar);

framework elements for building the skeleton

document including title, scope, terms anddefinitions, annexes, bibliography;

styling clauses and subclauses with andwithout titles;

lists and other elements (notes, warning notices,examples, etc.);

tables and figures;

symbols, units and equations (equation editor);

how to handle documents made with olderversions of the ISO templates.

a) attaching the template to documents

prepared with the newer version ISO STD

2.1, 2.0 and 1.0;

b) treating documents prepared with the oldest

versions ISO STD 30 and 33.

Prerequisites

A basic familiarity with Microsoft Word for Windows

including styles and the use of keyboard shortcuts,

as well as a knowledge of the ISO/IEC Directives,

Part 2 and use of Web browsers.

Note Upon request (to be specified in advance of

the course), emphasis can be put on either the edi-

ting of an International Standard or the technical as-

pects of applying the ISO STD template to docu-

ments. It can be supplemented b y a one-day editingcourse and/or a half-day course in graphics.

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2 Using the ISO STD template:practical tips


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3 Writing ISO Standards

Duration: One day or more, depending upon

requested options

The course is an introduction to the p reparation (edi-

torial aspects) of ISO International Standards and si-

milar publications in conformity with the ISO/IEC Di-

rectives, Part 2. It consists of a general presentation

followed by a second session that can be readily

customized.

Who should attend?

TC/SC secretaries, WG convenors and project

leaders.

Course outline

Session 1 General presentation

Drafting and editing:

the roles of TC/SC sec retaries ;project editors and the ISO Central Secretariat;

tools for drafting and editing.

The ISO/IEC Directives, Part 2:

general principles;

drafting rules for title, foreword, verbal forms,scope, references, terms and definitions, notes,

annexes, units and symbols, tab les and figures.

Session 2 Coverage of specific topics

upon request

Elaboration on the editorial rules desc ribedduring the general presentation.

Explanation of some spec ific rules not coveredduring the general presentation.

Description of the main editorial pitfalls and howto avoid them.

Presentation of the editorial tools available onthe ISOTC Portal site and introduction to the ISO

STD template.

Presentation of the ISO Central Secretariatsinternal processes and requirements.

Individual coaching of project leaders on thebasis of their documents.

Prerequisites

Experience in the ISO system and knowledge of

the ISO/IEC Directives, Part 2. Exper ience in the use

of word processors, including Mic rosoft Word.

Note This course can be supplemented by a two-

day template course and/or a half-day course ingraphics.


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4 Preparing graphics 5 ISO e-services

Duration: Half day

The course provides an overview of ISOs main elec-

tronic services, the content of the services and the

access conditions to the servers where these servicesare hosted.

Who should attend?

Representatives of ISO members dealing with inter-

national standardization, information, training, public

relations, sales or marketing.

Course outline

Understanding the various types ofISO e-services available on ISO Online.

How to access and d ownload ISO policydocuments and other general documents

available on ISODOC.

How to access and download publishedstandards and draft standards including

bib liographical data on ISOs pub lications

available on the ISOSTD server.

Understanding the supporting collaborativework by ISO committees available on ISOTC.

Understanding the content of guidancedocuments for standards developers available

on the ISOTC Portal site.

Whom to contact in c ase of problems.

PrerequisitesThere are no technical p rerequisites, but authoriza-

tion by a member body is needed to participate.

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Duration: Half day

The course introduces the preparation of graphics

for inclusion in ISO International Standards and

similar publications.

Who should attend?

TC/SC secretaries, WG convenors and those provi-

ding technical support.

Course outline

Technical aspects of graphic files preparation:

file formats;

photographs and use of colours graphs;

ISO Central Secretariat technical requirementsand guidelines.

Editorial aspects of graphics preparation:

general principles;

editorial rules.

When this course is given at the ISO Central Secre-

tariat in Geneva, a demonstration of the CAD tools

used by the drawing office will be included.

Prerequisites

Experience in the ISO system and knowledge of the

ISO/IEC Direc tives, Part 2.

Note This course can be supplemented by a one-day editing course and/or a two-day template

course.



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6 ISO global directory

Duration: One or two days

The course gives an introduction and practical trai-

ning in the use of ISOs global directory, which is

ISOs main repository of information about users,groups, organizations and roles. The global directory

is used to support most of the other ISO e-services

by providing authorization and users management

functions.

Who should attend?

Authorized user administrators of an ISO member or

their support staff.

Course outline

Understanding the functions and services of theglobal directory.

How to register new users and to updateexisting users.

How to assign a user to a role for an entity(a committee or a working group).

How to register a user to a b alloting role.

Understanding the d ifference in registrationbetween centralized and decentralized balloting

roles.

Prerequisites

Knowledge of the basic organizational and procedural

princip les of ISOs technical work, experience in the

use of the Internet and Web b rowsers.

7 ISOTC server and e-balloting

Duration: Two days with practical exercises / One day

limited exercises

The course provides hands-on practical training in

the electronic committee environment developed tosupport the collaborative work in ISO technical com-

mittees, subcommittees and working groups.

The course on e-balloting provides an introduction

to, and p ractical training in, the use of ISOs electro-

nic balloting application. It also covers the process

of dissemination of the ballot documents to the ISO

members and their representatives and the submis-

sion of a national vote. The course demonstrates

how to access the final ballot result and explainsthe subsequent processes of comment collation;

different options for the organization of the national

consultation process are discussed.

The two topics can be given as one integrated course,

or as two separate courses, depend ing on the needs

of the course participants.

Who should attend?

Secretaries of ISO technical committees and sub-committees and convenors of working g roups.

(Continued, page 6)


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7 (continued)

Course outline

Understanding the electronic environmentdeveloped for ISO committee work,

understanding the principles of folder

organization, being ab le to use the main types

of objects in Livelink (folders, documents,

aliases, URLs, etc.),

Committee internal balloting

How to download and move documents, registerusers, committee internal balloting; how to set

notifications and send ad hoc notifications,

establish discussion fora.

Understanding the various functions of theballoting application and how to identify ballots

for which the member body has an obligation

to vote and whether it has already met its

obligations; downloading ballot documents,

including bulk download; searching for ballots

based on document or c ommittee reference

numbers; searches based on time-ranges;

access to ballot results and c omments of closed

ballots; understanding the d ifference between acentralized and a decentralized balloting role

and other roles which are supported by the

balloting application.

Prerequisites

Knowledge of the basic organizational and proce-

dural p rinciples of ISOs technical work, some expe-

rience in ISO committee work, experience in the use

of the Internet and Web b rowsers.

Note Documentation on the ISOTC server is availa-

ble at: www.iso.org/tc (see folders ISOTC Server Gui-

des) and for e-balloting at: www.iso.org/e-balloting


Duration: Three days

This course provides a useful introduction to inter-

national standardization, and is designed to assist

members and their delegates to take full advantage

of ISO membership and enhance their partic ipation

in ISO TCs and SCs. The course gives an overview

of the ISO structure and of major policy issues. The

process of producing an international standard, the

role of the ISO member in the production of stan-

dards, an introduction to the e-services provided by

ISO and the role of the individual in the production

of standards are also reviewed.

Who should attend?

Staff from member bodies and delegated organiza-

tions in charge of coordination of national positions

and votes along with trainers and those in charge

of international relations. Also for members of ISO

TC/SC national delegations.

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8 Enhanced participation in international


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Course outline

ISO structure and major policy issues

Overview of ISO.

ISO history.

Relationship with other standardization b odies.

Structure.

ISO Strategic Plan 2005 2010.

Process of producing an international standard

ISO/IEC standards development p rocess.

Introduction to Part 1 of the Directives.

Significance of the d ifferent stagesin the process.

TCs/SCs and WGs.

Privileges and ob ligations of ISO member bodies.

Role of the ISO member in the production

of standards

Organizing local mirror committees andmanaging their input into the international

process.

Adoption of international standards.

Levels of alignment (IDT, MOD,NEQ) Guide 21.

Presentation and pub lication issues.

Access to files of published standards for ISOmembers.

How to deal with other ISO deliverables.

Hosting ISO meetings.

Draft International Standards.

Twinning.

ISO tools

Secretariats using ISO Livelink.

Secretariats using other Web sites for d ocumentmanagement.

Commenting and voting on committeedocuments (new work items, committee drafts

etc.).

Electronic commenting and voting DraftInternational Standards and Final Draft

International Standards.

Role of the individual in the production of standards

Attending ISO meetings as a national delegate.

Twinning.

Understanding ISO tools in support of theinternational standardization p rocess.

Prerequisites

There are no specific prerequisites. Neverthelessit may be beneficial to participants to have some

familiarity with committee work and, potentially, some

knowledge of the basic organizational and proce-

dural p rinciples of ISOs technical work.

3. Writing ISO Standards


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tandardization


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9 ISO expert in internationalstandardization (e-learning course)

Duration: 3-4 Months, five hours per week

This new course has been d eveloped by ISO/CS with

the aim of providing in-depth and practical distance

learning to the staff of ISO members in key aspectsof international standard ization.

Who should participate?

Staff of national standards bodies with some expe-

rience in standardization i.e. technical officers and

assistants with at least a minimum level of experience

of the standardization process and committee work

at the national level.

Course outline

Assessing priorities for standard ization.

Managing national partic ipation in internationalstandardization.

Support of national adoption andimplementation of standards.

Each of these modules is set in the fictional Southis-

tan Bureau of Standards where students are takenthrough a number of tasks relevant to the planning,

organizing and participating in international stan-

dardization as well as implementing international

standards. The course utilizes Livelink and compri-

ses materials and tools specially developed for the

course, which are also of practical use to a stan-

dards body. Each module will be undertaken by up

to 15 students at a time with their work being over-

seen by a mentor, who will guide them through the

various tasks.

Prerequisites

Participants should have a good command of

English, together with a basic knowledge of office

computing (i.e. MS Word, Powerpoint, Excel, e-mailing

and browsing) and access to the Internet.


Customized services

All ISO/CS regular training courses are based up on

modular content. This facilitates potential customi-

zation including omission or expansion of topics

accord ing to the spec ific req uirements of the

participants.

For example :

The basic course ISO Project managementincludes only a brief overview of ISOs

e-services. When required, this can be replaced

and/or supplemented by the separate course

ISO e-services or, for example by the more

focused course ISOTC Server and e-balloting .

Courses covering the use of IT tools supportingstandardization activities ( ISO e-services,

Global Directory, ISOTC server and e-balloting)

can be combined or rearranged to cover

specific needs.

Courses covering standards editing can also becombined or rearranged. For some customers, a

five-day comprehensive course has been

arranged, providing an in-depth look at both the

ISO/IEC Directives, Part 2 and the use of theISO STD template, allowing p articipants to

streamline their p reparation of International

Standards, and/or focus on particular needs.

Customized training courses can also be designed

and implemented to address topics not covered in

the courses listed above, or to emphasize issues

of particular interest to the customer. Customized

training courses allow the client to retain direct

control over the course format, content and duration.

Customized services include the preparation of

ad-hoc training materials, such as PowerPoint pre-

sentations, manuals and guides, as well as exercises

tailored to the needs of partic ipants.

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How to participate

ISO/CS training courses (except e-learning course)

can be followed in Geneva, at the ISO/CS premises,

or can be organized on-site.

a) Sessions in Geneva free of charge

Sessions of some of the regular courses are

organized free-of-charge for ISO members.

App licants will be registered on a first-come first

served basis, while endeavouring to ensure

equal opportunity among the membership.

Travel and accommodation costs are to be

covered by each participant at his/her own

expense.

b) Sessions in Geneva upon request

Training sessions are organized in Geneva upon

request provided that there are at least five

participants (eight participants at most per

session). Sessions will be organized subjec t

to availability of suitable instructors and training

rooms and, depending on the course, to specific

requirements (e.g. knowledge of the ISO/IEC

Directivesor of particular IT tools/environments).

The duration and the content of these sessions

can be customized according to the needs of

the requestor.

For these training sessions, pricing is determined

on the basis of full c ost recovery.

ISO/CS will apply a fee per day p er instructor.

Travel and accommodation costs are to be

covered by each participant at his/her own

expense.

Design and implementation of customized services

(e.g. development of ad hoc training modules

and materials), if requested, will be charged on

a time and material basis.

c) On-site sessions upon request

On-site training sessions can be organized upon

request at the premises of ISO members.

Sessions will be organized subject to availabilityof suitable instructors on the proposed d ates.

The duration and content of these sessions

can be customized according to the needs of

the requestor.

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For on-site training sessions, pricing is determi-

ned on the basis of full cost recovery.

ISO/CS will apply a fee per day per instructor.

50% of time spent by instructor(s) on travel shall

be charged at the same rate.

Instructor(s) travel and accommodation expen-

ses and per diem allowance will be charged ac-

cording to the ISO/CS staff rules.

Design and implementation of customized servi-

ces (e.g. development of ad hoc training modules

and materials), if requested will be charged on a

time and material basis.

Contact

To plan, reserve or get an estimate for a training

session, or for more information, please contact

ISO Development and Training Programmes (DEVT)

at : [email protected].



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ISO Central Secretariat

1, rue de Varemb

Case postale 56

CH -1211 Genve 20

Tel.: + 41 22 749 0111

Fax: + 41 22 733 34 30

E-mail [email protected]

Web www.iso.org

Printed in Switzerland

ISO 2005-09/3000

ISBN 92-67-10412-8

TrainingBrochure2006-2007

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