ISO INTERNATIONAL STANDARD 20700 First edition 2017-06 Guidelines for management consultancy services Lignes directrices relatives aux services de conseil en management Reference number IS0 20700:2017(E) ISO @IS02017 IS0 20700:2017(E) Contents Page Foreword ..V Introduction. ...vi 1 Scope. 2 Normative references 3 Terms and definitions 4 Principles 4.1 General. .4 4.1.1 Scope ..4 4.1.2 Typical consulting process .4 4.1.3 Responsibilities.. 4.2 Other standards .5 4.3 Ongoing evaluation and improvement .5 4.4 Policies .6 4.4.1 Regulatory framework .6 4.4.2 Stakeholder engagement and commitment 6 4.4.3 Codeofethicalandprofessionalconduct .6 4.4.4 Project governance .7 4.4.5 Capability .7 4.4.6 Communication. 4.4.7 Data protection and confidentiality ..8 4.4.8 Protection of intellectual property 4.4.9 Social responsibility. .8 4.4.10 Health and safety. ..8 4.4.11 Risk and quality management. .9 4.4.12 Guarantees .9 5 Contracting .9 5.1 General .9 5.2 Purpose. .9 5.3 Input. .9 5.4 Outcome. .10 5.5 Contents .10 5.5.1 General .10 5.5.2 Context. .10 5.5.3 Services and deliverables .10 5.5.4 Approach and work plan. ..11 5.5.5 Roles and responsibilities .11 5.5.6 Acceptance criteria ..11 5.5.7 Terms and conditions .12 6 Execution .12 6.1 General .12 6.2 Purpose. .12 6.3 Input. .12 6.4 Outcome .12 6.5 Contents .13 6.5.1 General .13 6.5.2 Refining the agreed work plan ..13 6.5.3 Implementing the work plan. .13 6.5.4 Assignment management and monitoring ..13 6.5.5 Approvals and acceptance .15 7 Closure. ..15 7.1 General ..15 7.2 Purpose. .15 @ IS0 2017 - All rights reserved iii IS0 20700:2017(E) 7.3 Input. 15 7.4 Outcome 16 7.5 Contents 16 7.5.1 Legal and contractual matters. 16 7.5.2 Final evaluation and improvement 16 7.5.3 Administrativematters 17 7.5.4 Communication. 17 7.5.5 Outstanding minor issues .17 Annex A (informative) Supplementary information on IsO standards .18 Annex B (informative) Examples of typical stakeholders. .19 Annex C (informative) Basic structure of consulting activities. .20 Annex D (informative) Examples of guidelines for McsPs for a code of conduct. .22 Annex E (informative) Examples of guidelines to manage conflicts of interest .23 Annex F (informative) Examples of criteria to evaluate capability .25 Annex G (informative) Examples of guidelines for McsPs for typical risk management. .27 Annex H (informative) Examples of typical understanding activities "pre-assignment" .28 Bibliography 29 iv @ IS0 2017 - All rights reserved