Presentation ISO 20252

ISO 20252: 2019
Launch Event
Debrah Harding,
Chair, MRQSAB & BSI Committee SVS/3
April 2019
Agenda for today
• Summary of the changes - Debrah Harding, MRS, SVS/3 and MRQSAB
• Practical implications of the changes – Alison Gallagher, Kantar, SVS/3 and MRQSAB
• An update from IQCS on its plans in response to the changes to ISO 20252 –
Penny Steele, Steele Fieldworks, SVS/3, MRQSAB and Chair of IQCS
• Transitional arrangements between the 2012 and 2019 standard – Debrah Harding
• How to obtain a copy of the new standard – Piera Johnson, Lead Programme Manager,
Services, BSI
• Questions from the floor
• Wine and nibbles ISO 20252: 2019 launch reception sponsored by BSI
2
Reason for and benefits
of the update
• Incorporate changes in research processes since last update in 2012
• Reflect new data practices including ethical requirements
• Include standards developed since 2012 such as ISO 19731 the research data
analytics standard
• Remove duplication
• One standard to cover all aspects of market, opinion and social research rather
than different standards for different topics
3
Summary of the changes:
Other standards
• All mandatory requirements from ISO 26362 and ISO 19731 have been incorporated into the revised
ISO 20252 standard
• The ISO standard for research access panels (online and offline), ISO 26362:2009, will be withdrawn
• The new data analytics research standard, ISO 19731, remains a separate standard
• New title: Market, opinion and social research, including insights and data analytics – Vocabulary and
service requirements
• Expanded scope: establishes terms, definitions and service requirements for service providers conducting
market, opinion and social research, including insights and data analytics
4
Aim of the changes
• The new standard sets out the guidance and requirements in which research
projects are planned, commission, executed, supervised and reported to clients
and provides a framework for:
➢ clients to receive guidance regarding what to ask for

➢ research providers to know what is expected from them
➢ countries that do not have national standards
➢ improving research quality and the profession
➢ strengthening the research supply-chain via the sub-contracting
provisions
➢ emphasizing the importance and value of research, insight and data in
business and society
5
Structure
• The ISO 20252 standard has been significantly restructured
• New Structure – mandatory ‘core’ sections:

➢ Section 1: Scope
➢ Section 2: Normative references
➢ Section 3: Terms and definitions
➢ Section 4: Core requirements for market, opinion and social research
➢ Annexes
• All certified organisations must certify to core requirements (Section 1-4) plus
at least one Annex
6
Section 4 Core Requirements
New Structure – Section 4: Core requirements New Structure – Section 4: Core requirements
• Statement of Applicability • Planning, delivery and reporting on projects and

• Confidentiality of research research work
• Documentation and records management • Client relationship management
• Personnel and infrastructure responsibilities • Project work request or other responses to offer
• Personnel and organisation responsibilities services
• Personnel performance management • Delivering outcome to the client
• Information security • Management review and improvement
• Subcontracting services • Internal audits
7
Structure and Annexes
• New Structure – Annexes for different methodologies
• Annexes are optional dependent on business activities
• Statement of Applicability (SoA) will be required describing the complete scope

of services provided and attested to the ISO 20252 standard
• SoA will be a clear statement of what is included and excluded from the scope
of certification to the ISO 20252 standard i.e. which Annexes apply
8
Annexes
• The Annexes are:
➢ Annex A: Sampling including access panels

➢ Annex B: Fieldwork
➢ Annex C: Physical observation
➢ Annex D: Digital observation
➢ Annex E: Self-completion
➢ Annex F: Data management and processing
9
Comparison of 2012 and
new version – a summary
ISO 20252: 2012 (OLD) ISO 20252 (NEW)
Foreword, Introduction, Scope, Normative Same order as before with updated text
References & Terms and Definitions
Research Core System Requirements, Data Section 4 Core Requirements with updated
Security, Back-up, Retention, Project text
Management and Client Reporting (Sections
3, 4 and 7 plus 6.8 and 6.9)
Data Collection (Section 5) Annex A, B, C, D and E updated text and
with ISO 26362 and ISO 19731 mandatory
requirements incorporated
Data management and processing (Section Now Annex F with some updating to the text
6 except 6.8 and 6.9)
10
A supplier view
Alison Gallagher
Head of Global Compliance
Kantar
Implications of the
new structure
Helpful in
Facilitates a
assigning
modular approach
responsibilities
to implementation
e.g. for an Annex
Consolidated Focus only needs to

content removes be on a specific
repetition of Annex and core
requirements requirements
Statement of
Applicability
New approach but

Requires careful
similar to ISO 27001
review of scope to
which is helpful to
ensure it is accurate
businesses familiar
and not misleading
with this standard
Helps to ensure that

businesses do not Could be detailed in a
make large/complex
false/misleading business
claims
Example SoA
AG Research Ltd is a market, opinion and social research organisation offering research insights and solutions.
AG Research delivers research services to commercial and social organisations throughout the UK.
AG Research has elected to include Research teams 1-4, Sampling, Face to face fieldwork, Coding and Data processing to be
attested to ISO20252:2019 in accordance with Annexes A, B, E and F. AG Research has elected to exclude Annex B and C
from attestation. Details of AG Research attested annexes are described as follows:
Annex Attested Excluded Explanation
Annex A – Sampling including access panels Sampling team Access panels (outsourced) Panel partners not certified
Annex B – Fieldwork Face to face fieldwork (outsourced) Telephone fieldwork Telephone – none conducted
Annex C – Physical observation None All None conducted
Annex D – Digital observation None All None conducted
Annex E – Self completion Research teams 1-4 None NA
Annex F – Data management and processing Coding None NA

Data Processing (outsourced)
Authorised by: Alison Gallagher, Managing Director Date: 01 March 2019

Implications of the
changes to content
Change Impact
Inclusion of mandatory requirements of ISO 19731 Consolidated documents = less to purchase and
and ISO 26362 facilitates implementation
Updated/neutral terminology and inclusion of new More ‘future-proof’ and increasing relevance for
data techniques both businesses and clients
Rewording and restructuring of content Less repetition = less likely for requirements to be
missed/misinterpreted
Consolidated new information handling section Additional processes may be required – less so if
ISO 27001 certified. All requirements are now in
one place
Extended management review requirements More holistic approach and aligned with ISO 9001
Removed requirement for a Quality Manager More flexible for the business
Weakened requirement for ISO 20252 statement in Can be used where appropriate
deliverables
Be prepared
Implementation will require detailed gap analysis to

ensure nothing is missed and there is clarity around
the amendments and SoA
Significant effort will be required for this!

IQCS’ Perspective
Penny Steele
Chair of IQCS
How the IQCS will
respond
The Interviewer Quality Control Scheme currently has 12 ISO Company members
and 13 IQCS Inspected Companies
IQCS standards are only relevant to Data Collection that is Interviewer

administered
Many IQCS accredited companies are commissioned by ISO companies to conduct

data collection on their behalf so it is vital that IQCS incorporates any new
standards
In line with IQCS’ previous update in 2013 IQCS will review the new ISO 20252
standard and add in, where relevant, any new mandatory standards
Timings
The IQCS accreditation process for 2019 will not change and companies will be inspected
against the current 2013 version
The IQCS Standards Committee will convene in early summer to review and cross-reference
both standards
Any additions will be discussed by the IQCS Council, flagged at the IQCS AGM in November
and new standards will be issued by the end of 2019 highlighting any changes
IQCS Inspections in 2020 will be to the new amended IQCS Standards giving companies a
minimum of 6 months to incorporate these changes into their quality control procedures
Transitional Arrangements
Debrah Harding
Chair of SVS/3 and MRQSAB
Transitional arrangements
• Chair of MRQSAB and SVS/3 liaised with the UK certification companies to

agree the UK’s transitional arrangements from the old to the new standard
• All current ISO 20252:2012 certified companies will have three years, from the
launch of the new standard, in which to transition from the 2012 to the 2019
standard
• New standard launched on 11th February 2019
• Organisations must have switched to new standard no later than 10th February
2022
21
BS ISO 20252
Market, opinion and
social research
The standard
Copyright © 2019 BSI. All rights reserved

22
BS ISO 20252:
2019
Available on the BSI Shop
BS ISO 20252
23 Copyright © 2019 BSI. All rights reserved

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ISO 20252: 2019

• Summary of the changes - Debrah Harding, MRS, SVS/3 and MRQSAB

• Questions from the floor

• Incorporate changes in research processes since last update in 2012

• Reflect new data practices including ethical requirements

➢ clients to receive guidance regarding what to ask for

• The ISO 20252 standard has been significantly restructured

• New Structure – mandatory ‘core’ sections:

• Statement of Applicability • Planning, delivery and reporting on projects and

• New Structure – Annexes for different methodologies

• Annexes are optional dependent on business activities

• Statement of Applicability (SoA) will be required describing the complete scope

• The Annexes are:

➢ Annex A: Sampling including access panels

ISO 20252: 2012 (OLD) ISO 20252 (NEW)

Consolidated Focus only needs to

New approach but

Helps to ensure that

Annex Attested Excluded Explanation

Annex C – Physical observation None All None conducted

Annex D – Digital observation None All None conducted

Annex E – Self completion Research teams 1-4 None NA

Annex F – Data management and processing Coding None NA

Authorised by: Alison Gallagher, Managing Director Date: 01 March 2019

Implementation will require detailed gap analysis to

Significant effort will be required for this!

IQCS standards are only relevant to Data Collection that is Interviewer

Many IQCS accredited companies are commissioned by ISO companies to conduct

• Chair of MRQSAB and SVS/3 liaised with the UK certification companies to

• New standard launched on 11th February 2019

Copyright © 2019 BSI. All rights reserved

Available on the BSI Shop

23 Copyright © 2019 BSI. All rights reserved

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