___________________________________________________________________________

2018/SCSC/WKSP1/006 Session: Panel 1

Project Progress Report – Inspiring Next Generation of Standards Professionals Development

Submitted by: Korea

APEC-IEC-ISO Joint Workshop on Developing Competence Requirements

and Career Path for Standards Professionals

Singapore23-24 January 2018

2 3 - 2 4 J A N 2 0 1 8 A P E C - I E C - I S O W O R K S H O P

S I N G A P O R E

P R E P A R E D B Y R E P U B L I C O F K O R E A D O N G G E U N C H O I , K S A

Inspiring Next Generation of Standards Professionals Development: Phase 2. Developing Career Path & Career Map - Progress Report for 2017 SCSC2

* Career Path refers to the various positions an employee moves to as he/she grows in an organization. An employee may move vertically (career ladder) most of the time but also move laterally or cross functionally(career lattice) to move to a different type of job role * Career Map is a visual, codified approach to career management. It is a masterful roadmap to excellence in a confused and radically changing workforce.

*Approved in May 2017 (APEC/CTI SCSC 02 2017Self-Funded)

Table of Contents

I. Project Overview

II. Setting a Framework

III. Input 1 – Literature

IV. Survey & Workshop

I. Project Overview

APEC SCSC Activities on education/HRD

2015 APEC SCSC1 Summary

Korea presented the final project report Inspiring the Next Generation of Standards Professional: Towards Job Profiling in Today's Global World (2015/SOM1/SCSC/041-043). The report includes definition/classification of standards professional to be used

in developing occupation standard or competency requirements of standards professionals in the future. The analysis provides some evidence of job market existence in companies and in standards-specialty organizations.

The updated summary recommendations were presented. Members reaffirmed their support and the continuing interest to collaborate on: 1) more active information exchange and joint actions in the region

for next generation, 2) Developing Career Path/Model Best Practices (Case Studies) of

standards professionals, and 3) Developing Competency Requirements (Blueprint).

Project Overview

• Republic of Korea Proposing economy

• China, Indonesia, Japan, Malaysia, Peru, Philippines, Thailand, USA, Viet Nam (9 economies)

Co-sponsors

• Approved in May 2017 Project Session

• July 2017 ~ Nov 2018 (1.5 year) Period

• Korea Self-funding Funding

status

** What is a Career Roadmap? Desire Dream Vision Planning Training Skillset Coaching Certification Job-Transfer

* Career Map is a visual, codified approach to career management; a roadmap to excellence in a radically changing workforce. * Career Path refers to various positions an employee moves vertically or laterally as he/she grows in an organization. (Detroit: career ladder vs. career lattice)

Project Objectives

This project will collect best practices of leading professionals, and develop career roadmap and vision to meet the needs of businesses, government agencies, education

institutes, and standards-related organization in the APEC region. The objectives of this project are the following:

1. To collect and discuss best practices of leading professionals in member economies

2. To develop career path & roadmap for standardization professionals

1. Also considering the attributes of conformity assessment and metrology

3. To prepare actionable recommendations for APEC SCSC and CTI

Project Scope - Mainly on Horizontal Requirements – - Linkage with Vertical Requirements -

Horizontal

Ver

tica

l

ISO

90

01,

14

00

1, 2

22

22

ISO

17

02

4,

170

25

ISO

GU

IDE

33

, G

uid

e 9

9

Knowledge, Skills Attitude(Attributes)

Project Methodology

Now under Input 2 & 3 (Analyzing previous efforts)

INPUT 1 Literature

Analysis

Frame Work

OUTPUT Competence Requirement

& Career Map

INPUT 2 APEC Survey

Results

INPUT 3 APEC

Workshop

2017 May~

2017 Sep~

2018 Jan~

2018 Nov

Methodology with timeline

(Input 1) Analyzing Previous Efforts and Literature

• Korean project team in cooperation with Co-sponsoring economies

(Input 2) Written Survey in 2017

• Written survey will be done in Oct - Dec, and the summary inputs will be ready by Jan 2018

• Type1. Economy level: Any Previous/Existing Efforts, Priority

• Type2. Individual level: Personal Career Map, Suggestions

(Input 3) Best Practice Workshop in Jan-Feb 2018

• A Best Practices Workshop to develop will be organized in Singapore in Jan-Feb 2018 in cooperation with IEC and ISO regional offices.

(Output) March-Oct 2018

• Present a draft report in 2018 SCSC1 meeting and circulate it for comments by SCSC Members for 6-8 weeks, and final report will be ready Oct 2018.

II. Setting a Framework

(Framework) Setting a Framework - Structure of C-Requirements & Career-Map

ILO (International Labor Organization) International Standard Classification of Occupations (ISCO)

Economy Level Australia (National Competency Standards) Korea (National Competence Standards) USA (Standard Occupational Classification - https://www.bls.gov/soc/)

ISO, IEC, and related documents ISO 22222:2005 (ISO TC222)

Personal financial planning -- Requirements for personal financial planners

ISO 6781-3:2015 (ISO TC188/SC1) Performance of buildings -- Detection of heat, air and moisture irregularities in buildings by infrared methods -- Part 3:

Qualifications of equipment operators, data analysts and report writers

ISO 18490:2015 (ISO TC135/SC7) Non-destructive testing -- Evaluation of vision acuity of NDT personnel

ISO/TS 17969:2015 Petroleum, petrochemical and natural gas industries -- Guidelines on competency for personnel

ISO/TR 21102:2013 Adventure tourism -- Leaders -- Personnel competence

ISO/IEC TS 17027:2014 Conformity assessment -- Vocabulary related to competence of persons used for certification of persons

CEN Guide 14 (2010) Common policy guidance for addressing standardisation on qualification of professions and personnel

(Framework) Setting a Framework - Structure of C-Requirements & Career-Map

ISO/IEC JTC1

ISO/IEC TR 24763:2011 Information technology - Learning, education and training - Conceptual Reference Model for Competency Information and Related Objects

(Framework) Terminology- Definition 1

Competency ability to perform the activities within an occupation or function to the standard expected in

the task [ISO 15513:2000, definition 3.5]

Competence application of knowledge, skills, and behaviors in performance

[ISO 10015:1999, definition 3.1]

demonstrated ability to apply knowledge and/or skills and, where relevant, demonstrated personal attributes, as defined in the certification scheme [ISO 9000:2005, definition 3.1.6]

competency standard standard which reflects the specification of knowledge and skill, and the application of that

knowledge and skill to the standard of performance required in the task [ISO 15513:2000, definition 3.5]

Qualification demonstration of physical attributes, knowledge, skill, training and experience required

[ISO 9712:2005, definition 3.23; ISO 20807:2004, definition 3.21]

process of demonstrating whether an entity is capable of fulfilling specified requirements [ISO/IEC 12207:2008, definition 4.31]

(Framework) Terminology- Definition 2

(broad general) Knowledge awareness and basic understanding over the breadth of the subject, but not to the

depth that would be expected of a specialist in the specific subject area [ISO 22222:2005, definition 3.1]

Skill the ability to apply knowledge and use know-how to complete tasks and solve

problems [EQF1), Annex I]

Experience knowledge and skills acquired while participating in the application of the

personal financial planning process and related activities [ISO 22222:2005, definition 3.10]

Assessment process of judging competency against prescribed standards of performance

[ISO 15513:2000, definition 3.3]

(Framework- Ex.) ILO- ISCO Structure Tasks & Jobs

(Framework-Ex.) US-DOL Structure Tasks, Technology Skills, Knowledge,

Skills, Abilities, Work Activities, Job, Education

(Framework-Ex.) ISO 22222

- Job Process, Competence, Experience -

(Framework-Ex.) ISO 15513

- Job Process, Competence, Experience -

(Framework-Ex.) CEN Guide 14 Job Description, Tasks, Responsibilities,

Competences, Tasks, Assessment, Education/Training

III. Input 1 –Review on Previous Efforts

(Input1) Analyzing Previous Efforts/Literature - Existing Efforts -

APEC - SCSC(2015) Phase 1 Project Results

Korea - KSA(2013~2017) Developed personnel competency requirements and qualification programs with two levels

China – CNIS (2011~2017) Knowledge System of Standard Science (2017) https://goo.gl/i1BmWR Also, it was reported that a few Chinese local authorities and universities started

qualification approach to personnel competence.

Japan – KIT(2013): Skill standard – Evaluation for skills of human resource required for standardization

https://goo.gl/F6ZaFD

USA - SES (2005~2017) Personnel competence requirements and qualification program at two levels https://goo.gl/vo27iF

Various Conferences and Journals ICES Conferences in 2013, 2015, 2o17

(Input1-Ex) APEC Project Phase 1 - Inspiring the Next Generation of Standards Professionals:

Towards Job Profiling in Todays Global World -

APEC (2015) , Choi, Donggeun

(Input1-Ex) Preliminary Exploration to Knowledge System of Standard Science

Xuejing Wu1,a, Hongli Liang

2017 International Conference on Innovations in Economic Management and Social Science (IEMSS 2017)

(Input1-Ex) Skill standard – Evaluation for skills

of human resource required for standardization

(Input1-Ex) K.S.A for Standards Professional Qualification Programs

Choi, Donggeun (May 2017, ANSI/SES Webinar)

(Input1-Ex) What does industry expect from standards education?

Laurent Oberlé - 2013 ICES Conference and Meeting

(Input1-Ex) Industry needs for standards

engineers Results from a global inventory

Carla Freericks - 2013 ICES Conference and Meeting

Table

of C

onte

nts Task Sub-task

1.Standardization

Planning and

Evaluation

1-1 Set and implement a company standardization strategy

(Objectives, Priorities, Resources aligned with Company Strategy)

1-2 Conduct analysis on the standardization environment and stakeholder n

eed

(PEST Analysis, Technology Trends Analysis, Needs Analysis)

1-3 Review and evaluate the performance of company standardization strat

egy

1-4 Take actions according to the results of performance analysis

2. Standards

Development

(Company Standards)

2-1 Develop a plan for company standards development

2-2 Revise existing standards in accordance with company rules

2-3 Draft new standards in accordance with company rules

2-4 Review draft company standard

2-5 Manage and operate company standards development process

3. Standards Developmen

t

(External Standards)

3-1 (National/Domestic) Participate in standards development committees

3-2 (National/Domestic) Provide inputs to standards

(based on company R&D results and products specifications)

3-3 (International/Foreign) Participate in standards development committe

es

3-4 (International/Foreign) Provide inputs to standards

(based on company R&D results and products specifications)

*Tasks in Companies – for Survey/Interview (1)

Table

of C

onte

nts

Task Sub-task

4. Applying Standards

(Company Standards)

4-1 Develop standards application plans and impact analysis

4-2 Operate training program on how to apply company Standards

4-3 Disseminate company standards (online, offline)

4-4 Apply company standards and monitor

4-5 Assess or audit compliance with company standards

5. Applying Standards

(External Standards)

5-1 Identify and analyse external standards required for company

5-2 Incorporate External Standards to company standards

5-3 Identify and meet the requirements of external standards

5-4 Prepare and acquire certification

*Tasks in Companies –Draft for Survey/Interview (2)

Table

of C

onte

nts

T2. Standards Development (within Company) T2-1. Develop Work Plan for Company Standards Development T2-2. Amend/Modify Existing Standards in accordance with company rules T2-3. Draft New Standards for New Products/Technology in accordance with company rules T2-4. Review and Verify Draft Company Standards T2-5. Manage and Operate Company Standards Development Process

-

• technical knowledge in specified sector

• knowledge of principles and applications of company standardization

• knowledge of process and methods to establish standardization plans

• knowledge of the system of company standardization(type, structure, hierarchy, establishment/revision process, etc.)

• knowledge of drafting rules for company standards

• knowledge of conformity assessment (testing, inspection)

• knowledge of metrology (legal metrology, industrial metrology, scientific metrology)

• ability to judge whether standard(s) needs to be newly established or revised

• ability to make standards needs from standardization environment analysis

• ability to develop technical/engineering standards (e.g. quality plan, material standards, product standards, testing standards, inspection standards, work procedure/ instruction, etc.)

• ability to develop management standards (e.g. process, procedure, instruction, manual, etc.)

• ability to check the justification of standards (including concreteness of contents, acceptance criteria, etc.)

• observant (i.e. actively observing physical surroundings and activities)

• perceptive (i.e. aware of and able to understand situations)

• tenacious (i.e. persistent and focused on achieving objectives)

• decisive (i.e. able to reach timely conclusions based on logical reasoning and analysis)

• self-reliant (i.e. able to act and function independently whilst interacting effectively with others)

• open to improvement (i.e. willing to learn from situations, and striving for better results)

• meticulous (i.e. showing attention to detail.)

K.S.A for Task2 in Companies – an Example

Table

of C

onte

nts Task Sub-task

1. Standardization Planning and Evaluation (national/organization level)

1-1 Set and implement a medium-long term strategic plan (objectives, priorities, resources, performance index) 1-2 Develop and implement action plan(s) based on medium-long term strategies (often annual, action items, expected results, and related projects) 1-3 Conduct standardization environment analysis (e.g. PEST analysis, technology trends analysis, market needs analysis) 1-4 Review and evaluate performance of strategic plan and action plan(s)

2. Standards Development (Work Program Management)

2-1 Develop plan or roadmap for technical/industrial sector (e.g. transportation, environment, services, ICT, etc.) 2-2 Manage and evaluate performance of work plan for technical/industrial sectors 2-3 Develop and manage standards development procedures and rules (e.g. ISO/IEC Directives - Part 1)

3. Standards Development (Committee Operation and Assistance)

3-1 Manage standards development projects (e.g. scheduling, prioritization, communication in committee work program) 3-2 Produce and circulate committee projects documents (e.g. proposal, comment, resolution, ballot results) 3-3 Arrange and coordinate committee meetings (e.g. agenda, minutes, decision/resolutions, reporting) 3-4 Advise and liaise with Chair, Conveners, Project Leaders (Procedure and Rule for Standards Development)

Tasks in Companies –Draft for SSO (1)

Table

of C

onte

nts

Task Sub-task

4. Standards Development (Drafting Standards)

4-1 Draft New Standards in accordance with drafting rules (e.g. ISO/IEC Directives - Part 2) 4-2 Revise existing standards in accordance with rules 4-3 Review and comment on circulated draft standards 4-4 Verify standards in a process of regulated verification

5. International Standardization

5-1 Organize and coordinate domestic mirror committee (e.g. ISO/TC xxx mirror committee) 5-2 Participate in international standardization meetings and voting (e.g. meeting participation, new proposal, comments, etc.) 5-3 Cooperate with other organizations for international standardization

6. Editing and Publication of Standards

6-1 Plan and manage the standards publication Process 6-2 Edit and proofread to publish standards 6-3 Publish standards (online, offline)

Tasks in Companies –Draft for SSO (2)

Table

of C

onte

nts

Task Sub-task

7. Dissemination of Standards

7-1 Develop and manage a dissemination strategy 7-2 Develop catalogue, package products, handbook (paper) 7-3 Develop and operate information system for standards dissemination 7-4 Develop and maintain online sales system (e.g. webstore) 7-5 Promote standards related information (e.g. webzine, bulletin, journals) 7-6 Analyse and reflect customer feedback

8. Training and Education of standards

8-1 Develop training and education plan and program 8-2 Operate training and education courses (Registration, Course Providing, Certificate, etc.) 8-3 Analyse and reflect customer feedback

9. Public Service on standards and standardization

9-1 Make and enact laws and legal systems on standardization 9-2 Promote harmonization of standards and regulations 9-3 Provide export assistance/consulting in response to foreign technical regulations TBT) (including operation of WTO/TBT Inquiry Point) 9-4 Communicate and coordinate with regulatory agencies and industry associations

Tasks in Companies –Draft for SSO (3)

Table

of C

onte

nts T2. Standards Development (Work Program Management)

T2-1. Develop Work Plan or Roadmap of Technical/Industrial Sector (e.g. Transportation, Environment, Services, ICT, etc.) T2-2. Manage and Evaluate Work Plan Performance of Technical/Industrial Sectors T2-3. Develop and Manage Standards Development Procedures(Rules) (e.g. ISO/IEC Directives-Part 1)

-

• knowledge of program management (in PMBOK)

• knowledge of process and procedure for standards development (e.g. ISO/IEC Directive - Part 1)

• ability to judge whether standard(s) needs to be newly established or revised

• ability to make standards development plans

• program management abilities (i.e., setting and reviewing objectives, coordinating activities across projects, and overseeing the integration of work products and results)

• language skill (English, etc.)

• observant (i.e. actively observing physical surroundings and activities)

• perceptive (i.e. aware of and able to understand situations)

• decisive (i.e. able to reach timely conclusions based on logical reasoning and analysis)

K.S.A for Task2 in SSOs – an Example

IV. Input 2 & 3 – Written Survey

and Workshop

(Input2) Written Survey - Collecting Best Practice -

Type 1 (Companies)

Member Economies and domestic organizations/universities

Ex) China, Japan, Korea, USA

SRBs, IEC, ISO

Type 2 (Standards Specialty Organizations)

Global standards leaders preferably in companies

More than 20 years of experience in domestic, international standards development and applications

Asking their career development experiences every 5 year basis

(Input2) Written Survey - Terms and Definitions -

(Input2) Written Survey - Terms and Definitions (2) -

(Input2) Written Survey - Online Survey -

(Input2) Written Survey - Online Survey -

(Input2) Written Survey - Online Survey -

(Input2) Written Survey - Online Survey -

(Input2) Written Survey - Online Survey -

(Input2) Written Survey - Survey Results: 185 Responses (Day2) -

(Input3) Best Practice Workshop - Two Day Program: Jan 23~24 2018, Singapore -

1st Day: Developing Competency Requirement

• Welcome • IEC, ISO Presentations

and APEC Project • Economy Practices

and Approaches • Breakout Group

Session • Day 1 Wrap-Up • Dinner

2nd Day: Designing Career Path Roadmap

• Industry Presentations • Results of Survey • Results of Interviews • Breakout Group

Session • Day 2 Wrap-Up • Recommendations

to APEC, IEC, ISO