What are the steps to create an ISO Scope Statement?

Creating an ISO scope statement involves careful consideration of your organization's objectives, activities, and boundaries. Here are the steps to help you create an ISO scope statement:

  1. Understand the ISO Standard: Familiarize yourself with the specific ISO standard that you are working towards (e.g., ISO 9001 for quality management or ISO 14001 for environmental management). Review the requirements and guidelines outlined in the standard to ensure compliance.

  2. Identify Organizational Boundaries: Determine the physical locations, departments, or functions within your organization that will be covered by the management system. This includes defining the scope in terms of geographical locations and organizational units.

  3. Define the Products/Services: Clearly specify the products or services that fall within the scope of the management system. This can include specific product lines, service offerings, or any other relevant deliverables.

  4. Determine Process Inclusions: Identify the key processes and activities that are directly related to the management system. Consider the processes that contribute to the creation, delivery, or support of the identified products or services. Ensure that all critical processes are included.

  5. Consider Exclusions: Determine if there are any processes or activities that are intentionally excluded from the scope of the management system. These exclusions should be justified and documented with valid reasons, such as when a process is outsourced or covered by a separate management system.

  6. Specify Applicable Standards: If your organization follows additional industry-specific standards or regulations, mention them in the scope statement to show their relevance to the management system.

  7. Define Scope Limitations: Clearly articulate any limitations or constraints associated with the management system. This can include factors like resources, timeframes, or specific industry sectors that are not covered.

  8. Review and Refine: Once you have drafted the scope statement, review it to ensure clarity, accuracy, and alignment with the ISO standard requirements. Seek input from relevant stakeholders, such as management, employees, or quality/environmental representatives, to gather their perspectives.

  9. Obtain Approval: Present the scope statement to key stakeholders or management for approval. Ensure that all necessary parties agree on the defined scope and its boundaries.

  10. Document and Communicate: Finalize the scope statement and include it as part of your organization's documented management system. Communicate the scope to all relevant employees, ensuring that they understand their roles and responsibilities within the defined boundaries.

Remember that the ISO scope statement should be periodically reviewed and updated as your organization evolves, taking into account any changes in products, services, processes, or external factors that may impact the scope of your management system.

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