Scroll Top
Newbury ~ 01635 595123
Warrington ~ 01925 206123

 project options

Your CERTIFICATION PROJECT OPTIONS

“Project Options” are provided by Charter 4 to give you five flexible approaches or options for achieving your project. Each option offers a flexible approach to meeting your Certification objective and ongoing improvements. Our experience has shown that these approaches to your project help to fit your unique circumstances.

To ensure you can meet the requirements and obligations of your chosen ISO project some background work is needed…

The starting position

Your initial project starting position is important.  The routes to achieve Certification in your chosen Management Standard will vary.  So, it is important to understand your current situation, capabilities and ambitions.

Assess Present Organisation

An examination of the current organisation requires and understanding of…

  • Present Documentation systems.
  • IT systems.
  • Methods of Communication.
  • Size and complexity of the Organisation.
  • Locations.
  • Type of working – Remote or Hybrid or multi-locations or single locations.
  • Methods of Communication.

Assess present Project Resources

Understanding the present resources enables a match between current circumstances and those required for the project completion…

  • Internal skills sufficient and available. Few Companies have spare skilled resources just waiting for the start of a Certification project.
    • If there is the internal expertise, check there is sufficient varied experience and capability and availability to make best use. You may need to temporarily back-fill to help your internal expert free up time to work on the certification project.
  • External resource to complement internal resources. Achieving ISO certification is a one-off project so using external resources can make a lot of sense.

Plan the project

Consider the level of external resources that would best assist efficient and effective achievement of Certification. Options include…

  1. All internal resources.
  2. Price-Right – cost effective solution.
  3. Manage Right – time effective solution. Increased project management and support.
  4. Risk Right – risk reduction option; more involvement which can be Deputy Management Representative level.

Documentation and communication Options:

The initial decision to take will be based on how the organisation is going to manage its documentation going forward. So, what options are there? Option 1. is to build on existing documentation and MSWindows type file storage structure. Option 2, is to take the opportunity to update to an integrated document solution like Per4ma?

Editable Per4ma workspace

The Per4ma system has the following benefits:

  • Personalised to your Company.
  • Integrated Business Model tuned to your requirements and to relevant ISO or other Management Standard.
  • Display Process Diagrams & Wikis – not requiring to open files to display the information.
  • Ownership key company personnel can online edit & personalize your Model with immediate updating.
  • Control Allocated Company employee will be able to setup & manage User access and permissions.
  • Informed & Committed Employees – clear processes carried out by capable people to achieve agreed Tasks. Access is by Password Control.
  • Task management (can be  linked to Outlook) with personal Calendars.
  • Up-to-Date – Everyone working from the latest Processes / Documents / Forms. The system is Cloud-based. So, there is immediate updating and real-time access using web browser for authorized Users. Consequently, the system is available both to office and onsite staff.
  • Flexible – document as much, or as little, as you want. It can grow as your requirements grow.
  • Protected & Current – Protected servers, using https encryption, firewalls and daily back-ups. Free Software Upgrades (included in monthly cost).
  • Version Control – 6 previous versions saved and Audit logs; Option of setting up online approvals and comment/ discussions.

 Per4ma Setup – There is no Set-up charge if it is part of the Management System certification project.

Project Start

Getting started is an important process in its own right…

  • Gain top Management commitment.
  • Project planning, allocate resources and responsibilities.
  • Operational start of the Project to Certification to your chosen Management Standard (e.g. Mobilisation of the project resources on the tasks of the plan).

Charter 4 Offers these five Project Options

1. PRICE-RIGHT – The Cost-Effective Solution

To ensure that you meet your budget and to return the best value for money, this Approach is designed to support your financial targets. We ensure that you get the personalised Approach you need for the price that suits your economic situation.

  • We complement your existing capability and resources.
  • Based on your Best Practice, we draft, personalise, improve & document your Processes & Systems to comply to the relevant Standard.
  • Implementation assistance and support.
  • Documentation refinement.
  • Assist identifying suitable Key Performance Indicators and initiatives.
  • Awareness training support.
  •  Check compliance (complete Internal Audit).
  • Management Review assistance.
  • Support during UKAS accredited Assessment.

There is the option of different documentation formats including your editable online Business Model / Document Management / Company portal.

Once Certification has been achieved, there are at least yearly external Surveillance Audits. Charter 4 can help protect your investment and improve

2. MANAGE-RIGHT – The Time-Effective Solution

This Project option is structured to ensure your ISO Standards project is a Time-Effective Approach. It aims  to meet your implementation targets. We ensure that all aspects of the project fit into time scales that ensure success and prompt completion.

As with the Price-Right solution…

  • We complement your existing capability and resources.
  • Based on your Best Practice, we draft, personalise, improve & document your Processes & Systems to comply to the relevant Standard.
  • Implementation assistance and support.
  • Documentation refinement.
  • Assist identifying suitable Key Performance Indicators and initiatives.
  • Awareness training support.
  • Check compliance (complete Internal Audit).
  • Management Review assistance.
  • Support during UKAS accredited Assessment.

Once Certification has been achieved, there are at least yearly external Surveillance Audits. Charter 4 can help protect your investment and improve your system to show real progress in your Audits.

Additionally – Project Management

Certification to a particular Standard is a one-off project. Therefore training staff just to achieve certification is not a good investment. Charter 4 helps to make better use of your time and resources by providing project management activities. This also includes identifying and documenting your ‘Best Practice’ and training resources. Our expertise helps with determining the required actions. It also ensures the project continues as planned, thus, making best use of key personnel’s time.

Flexible Onsite or Remote Consultancy is provided. The Consultancy is personalised to directly meet your requirements. Included in this is the project option of different documentation formats. These encompass your editable online Business Model / Document Management / Company Resource.

3. RISK-RIGHT – The Risk-Reducing Solution

Our consultant directly supports your ISO Standards team. Diversions and common pitfalls are avoided using our experienced input. This Approach reduces risks and promotes project focus.

As the Manage-Right solution

We complement your existing capability and resources with additional Project management and implementation resources

  • Based on your Best Practice, we draft, personalise, improve & document your Processes & Systems to comply to the relevant Standard.
  • Implementation assistance and support.
  • Documentation refinement.
  • Assist identifying suitable Key Performance Indicators and initiatives.
  •  Awareness training support.
  •  Check compliance (complete Internal Audit).
  • Management Review assistance.
  • Support during UKAS accredited Assessment.

There is the option of different documentation formats including your editable online Business Model / Document Management / Company portal.

Once Certification has been achieved, there are at least yearly external Surveillance Audits. Charter 4 can help protect your investment and help your business improve.

Additionally – Deputy Management Representative

As with the Manage-Right project option we provide additional risk management, operational, administration and updating support, which can include acting as Deputy Management Representative. The advantages are…

  • Using Charter 4 as effectively a Deputy Management Representative.
  • Makes better use of your time and resources by providing project management and implementation activities with additional identifying, documenting and assisting the implementing of your Best Practice and training resources.
  • Improved focus on your certification project.
  • Independent.
  • Experienced Consultants.

Overall, this means: Flexible Onsite or Remote Consultancy personalised to your requirements. There is also the option of different documentation formats including your editable online Business Model / Document Management / Company Resource.

4. IMPROVE RIGHT

ISO Standards help your business to continuously improve. This package supports companies in the longer term. We support your continuous development and help you to gain benefit from your investment in ISO Standards.

Improvements that help you maintain certification, build on your investment and achieve your business objectives.

Management systems, documentation and processes can get stale. Additionally experienced staff may have moved or there has been significant change. The changes can vary from changed working practices and offices, different operational processes or operational programs. We can assist with re-invigorating, improving your systems. Examples include…

  • Refresh, simplify and improve your management system.
  • Identification of your Best Practice.
  • Updating or upgrading documentation to process diagrams.
  •  Assist with legal & compliance requirements monitoring.
  • Risk management review and improving business resilience in a volatile world.
  • Review Performance Measures/ Key Performance Indicators to improve effectiveness.
  • Improvement projects.
  •  Extra training & awareness.
  • Auditing for improvements.
  • Conversion to business model for improved effectiveness.
  • Additional resources to complement your resources.

5. ISO Support

Our ISO Support Approach will complement your existing resources. We provide support as you need it, when you need it, both Onsite and/or Remote. The detail of how we support you will depend on your current ISO status and your Standards aspirations.

Ongoing onsite and remote support tuned to your requirements to help you achieve your Business Objectives and maintain Certification. Example support includes these possibilities…

  • Assist with legal & compliance requirements.
  • Risk management review and assist business resilience.
  • Objectives setting and monitoring.
  • Improvement actions.
  • Internal Auditing.
  • Management review assistance.
  • Training & awareness updates.
  • Document representative assistance.
  • Assessment Surveillance and Recertification – support during audits.

The five Project Options overview

Charter 4 can provide your business with five possible project options or approaches to suit your unique situation. The options set out above can each be tailored to meet your specific needs. However, at the same time we will follow the chosen option with the aim of meeting your objectives within the framework of your requirements for the project. The project option you choose will of course fit within our guiding principle.  In other words, we aim to “Improve your business, rather than just comply with the standard”.

If you would like to know more details of any Project Options set out above, please contact us. You can just click on one of the buttons below and we can help you decide how you would like to move forward.

Woman studying project options on a screen
Project Options to suit your circumstances
Postive start for your project
Flexible working approaches