The ISO 20252 Research Services Lead Auditor training program is designed to equip professionals with the knowledge and skills necessary to audit and ensure compliance with ISO 20252, the international standard for market, opinion, and social research. This training provides a comprehensive understanding of the standard’s requirements, including research project management, data collection, processing, and analysis, ensuring quality and consistency in research services. Participants will learn how to evaluate research methodologies, assess compliance with industry best practices, and ensure ethical and transparent research operations.
Through case studies and practical exercises, participants will gain hands-on experience in planning, conducting, and reporting audits of research organizations in accordance with ISO 19011 guidelines. The program covers key aspects of auditing, including identifying nonconformities, recommending corrective actions, and ensuring continuous improvement in research quality management systems. Upon successful completion, participants will be able to lead audits of research service providers, strengthen compliance with ISO 20252, and enhance credibility and reliability in the research industry.
Course Objectives
The “ISO 20252:2018 Lead Auditor” course provides comprehensive training for participants to be able to:
-
Understand to audit each and every ISO 20252:2018 guidelines;
-
Learn fundamental auditing skills;
-
Implement methods to comply with the ISO 20252:2018
-
Audit process and techniques
-
Improve Auditor’s skills and techniques
-
Examine the requirements of ISO 20252 from an Auditor Perspective
-
Write Audit reports process and follow up corrective actions
-
Plan, Lead, Conduct and report an ISO 20252 audit;
-
Effectively verify root cause analysis as part of the ISO 20252 Management procedure on corrective action
Who Needs This Course?
Training Methodologies
-
Case Study
-
Individual Exercises
-
Role Play
-
Group Exercises
-
Group Presentation
-
Examination
Course Outline
Background and Development of ISO 20252:2018
Introduction to the Requirements of the ISO 20252:2018 Standard
-
Management, Recruitment and Training of Fieldworkers
-
Conducting Data Collection by Fieldwork
-
Fieldworker Validation of Quantitative Research
-
Qualitative Data Collection
-
Self-Completion Data Collection
-
Observational Data Collection
-
Data Collection from Secondary Sources
-
Data Collection Records
-
Data Management and Processing
-
Project Schedule
-
Assistance by and Cooperation with Clients
-
Questionnaires and Discussion Guides
-
Managing Sampling and Data Processing
-
Monitoring the Execution of Research
-
Research Documents, Materials and Products
-
Reporting of Research Results
-
Quantitative Research
-
Qualitative Research
-
Observational Research
-
Fieldwork (Quant and Qual)
-
Physical Observation
-
Digital Observation (Passive Methodologies)
-
Sampling Including Access Panels
-
Self-Completion (On/Off Line)
-
Data Management and Processing
The Process Management Approach
-
Process Management Approach
-
The Planning Phase
-
Establish Process Measurements
-
Analyze the Process
-
Design or Redesign the Process
-
Process Mapping
Introduction to Management Review
-
Making Management Review Relevant to Management
-
What Will Be Reviewed?
-
Establishing the Objectives
-
Planning the Management Review
-
Output of Management Review
ISO 17021:2015
-
Fundamentals of Auditing
-
Decide How to Audit
-
Principles of Auditing
Managing an Audit Programme
ISO 17021:2015 and ISO 20252:2018
Audit Activities
ISO 17021:2015 Audit Process
-
External Audit Processes and Criteria
-
Identification of Non-Conformities (N/C’s)
-
Documenting the Audit (Audit Report)
-
Conducting Audit Follow-Up
-
Practical Auditing Exercise
Competence and Evaluation of Auditors
Creating a Corrective Action Plan
-
What is Root Cause Analysis?
-
When (and When Not) to Use Root Cause Analysis
-
The Root Cause Analysis Process
-
How to Construct a Root Cause Analysis Checklist
-
Examples of How a Well-Run Root Cause Analysis Process Works
-
Corrective and Preventive Actions