ISO 45001:2018 Analisi del Contesto

120/01/21 – Sara Livretti – Group HSE Director

ISO 45001:2018Analisi del Contesto


Ariston Thermo Group – Chi siamo e cosa facciamo


Ariston Thermo Group – la nostra Vision e la nostra Mission


Minimizing risk and Maximizing opportunity

ISO 45001: Lo Scopo dell’Analisi del Contesto


Comprendere l'organizzazione e il suo contesto

• comprendere i fattori esterni e interni che sono rilevanti per la definizione della linea strategica dell’organizzazione e che possono influenzare la capacita di conseguire i risultati attesi

• comprendere le esigenze e le aspettative dei lavoratori e di altre parti interessate

Gli elementi del contesto

620/01/2021 – Sara Livretti - Group HSE Director

• Raccogliere dati e informazioni che costituiranno la base di riferimento per l’analisi

• Condurre l’analisi

• Condividere le risultanze dell’analisi con il Top Management.

• Aggiornare l’analisi ogni volta che si renda necessario a seguito di un cambiamento delle condizioni base e comunque una volta all’anno

L’approccio all’analisi


Fonti da cui raccogliere info per individuare fattori interni ed esterni:

• Informazioni e riunioni interne documentate • Articoli di stampa nazionale e internazionale• Siti web• Pubblicazioni di uffici statistici nazionali• Pubblicazioni di enti governativi • Pubblicazioni di associazioni professionali• Conferenze e incontri con agenzie specialistiche• Incontri con clienti

Raccolta delle informazioni


• ambiente culturale, sociale, politico, giuridico, finanziario, tecnologico, economico e naturale

• concorrenza di mercato, sia internazionale, nazionale, regionale o locale

• introduzione di nuovi competitors, appaltatori, subappaltatori, fornitori, partner e fornitori

• introduzione di nuove tecnologie, nuove leggi e regolamenti • l'emergere di nuove occupazioni• nuove conoscenze sui prodotti e il loro effetto su salute e sicurezza• fattori chiave e tendenze rilevanti per l'industria o il settore che

hanno un impatto sull'organizzazione• rapporti con parti interessate e loro valori e percezioni

Fattori esterni


• struttura organizzativa, ruoli e responsabilità• politiche, obiettivi e strategie che sono in atto per raggiungerli• capacità, intese in termini di risorse, conoscenze e competenze (es. budget

,tempo, risorse umane, processi, sistemi e tecnologie)• sistemi informativi, flussi informativi e processi decisionali (sia formali che

informali)• introduzione di nuovi prodotti, materiali, servizi, strumenti, software, locali

e attrezzature• rapporti con lavoratori, i loro valori e la loro percezione• cultura radicata dell'organizzazione• standard, linee guida e modelli adottati dall'organizzazione;• rapporti contrattuali con appaltatori e soggetti a cui sono affidate attività in

outsourcing• organizzazione dell'orario di lavoro• condizioni di lavoro

Fattori interni


Parti Interessate

• i lavoratori• le autorità giuridiche e preposte alla vigilanza (locali, regionali,

statali / provinciali, nazionali o internazionali)• la Corporate • i fornitori, appaltatori e subappaltatori• i appresentanti dei lavoratori• le organizzazioni sindacali• gli azionisti, clienti, visitatori, comunità locale • i clienti, unità sanitarie e altri servizi per la comunità, media,

università, associazioni di imprese e organizzazioni non governative (ONG)

• le associazioni per la salute e sicurezza sul lavoro, professionisti della salute e della sicurezza sul lavoro.


• SWAT Analysis (Strengths, Weaknesses, Opportunities Threats)

• PESTLE Analysis (Political, Economic, Social, Technological, Legal, Environmental)

Gli strumenti


ISSUE MACRO-CLASSIFICATION TYPICAL ELEMENTS OF THE CONTEXTAPPLICABLE

[yes-no]

DESCRIPION OF

THE ISSUE

COMPLIANCE

TO OBLIGATIONRISKS OPPORTUNITIES

ACTUAL LEVEL

OF CONTROL

CLASS OF

CONTROL

DESCRIPTION OF

NECESSARY ACTIONS (IF

REQUIRED)

PRIORITY NOTE

External A) Health and Safety Conditions

The cultural, social, political, legal, financial,technological, economical and

natural surraundings and market competition, whether international,

national, regional or local;

select select

necessary actions if required

are treated in the HSE.MD038

HSE Acion Tracker


introduction of new competitors, contractors, subcontractors, suppliers,

partners and providers, new technologies, new laws and the emergence of

new occupations

select select

External A) Health and Safety Conditions new knowledge on products and their effect on health and safety select select

External A) Health and Safety Conditionskey drivers and trends relevant to the industry or sector having impact on

the organizationselect select

External A) Health and Safety Conditionsrelationships with, as well as perceptions and values of, its external

interested partiesselect select

External B) Environmental conditions

1. Environmental matrix (water, air, land use, flora and fauna, etc.) that can

affect the Organization’s purposes, or be affected by its environmental

aspects (e.g. presence of protect animal and plant species, potential

emergency situations (such as earthquakes, flooding risk and drought)

related to climate changes

select select


2. Presence of external contamination conditions or poor quality of

environmental matrix that can affect the site in exam (e.g. drawing of

contaminated water from river or groundwater)

select select

External B) Environmental conditions 3. Availability of resources needed (e.g. water drawing, raw material) select select

External

C) Social-

Economic/Political/Cultural

circumstances

1. Environmental themes (whether international, national, regional, local)

significant to local communitiesselect select

External

C) Social-


circumstances

2. Presence of international, national, regional, local associations select select

External

C) Social-


circumstances

3. Social-political themes (riots, strikes, coup, etc.) select select

External

D) Technological/Financial-

Economic/Competitive

circumstances

1. Potential access to european/regional fundings in order to implement

environmental interventions or technology innovationsselect select

External



circumstances

2. Potential access to instruments reserved to certified Organizations (e.g.

insurance product etc.)select select

External



circumstances

3. Potential access to new market with “green” plan and quality standards select select

External



circumstances

4. Positioning of products and services in relation to competitors (ISO

certification, Ecolabel, EPD, CE, etc.)select select

External



circumstances

5. Availability of infrastructures (water, gas, energy, roads and transports,

waste recycling plant, drainage, purification plant, etc.) to guarantee

environmental performance and quality level (e.g. continuity of production

and services, adequate technologies, availability of environmental

certification, etc.)

select select

External



circumstances

6. Availability of suppliers (of raw material, outsourced processes and

internal service) with environmental and quality certification (ISO-EMAS

certification, Ecolabel, EPD, CE, etc.)

select select

External E) Legal/Regulatory circumstances1. Potential access to benefit deriving from regulations (e.g. reduction of

bank guarantee, extension of authorization durations).select select

External E) Legal/Regulatory circumstances 2. Normative development with new requirements and aggravated penalties select select

1 - IDENTIFICATION OF INTERNAL AND EXTERNAL ISSUES OF THE CONTEXT

Internal and external issues of Group's context risks and opportunities

2 - ANALYSIS OF RISKS AND OPPORTUNITIES RELATED TO INTERNAL AND EXTERNAL ISSUES

La testimonianza di Ariston Thermo

1320/01/2021 – Sara Livretti - Group HSE Director

ISSUE MACRO-CLASSIFICATION TYPICAL ELEMENTS OF THE CONTEXTAPPLICABLE

[yes-no]

DESCRIPION OF

THE ISSUE

COMPLIANCE

TO OBLIGATIONRISKS OPPORTUNITIES

ACTUAL LEVEL

OF CONTROL

CLASS OF

CONTROL

DESCRIPTION OF


REQUIRED)

PRIORITY NOTE


The cultural, social, political, legal, financial,technological, economical and

natural surraundings and market competition, whether international,

national, regional or local;

select select

necessary actions if required

are treated in the HSE.MD038

HSE Acion Tracker


introduction of new competitors, contractors, subcontractors, suppliers,

partners and providers, new technologies, new laws and the emergence of

new occupations

select select

External A) Health and Safety Conditions new knowledge on products and their effect on health and safety select select

External A) Health and Safety Conditionskey drivers and trends relevant to the industry or sector having impact on

the organizationselect select

External A) Health and Safety Conditionsrelationships with, as well as perceptions and values of, its external

interested partiesselect select


1. Environmental matrix (water, air, land use, flora and fauna, etc.) that can

affect the Organization’s purposes, or be affected by its environmental

aspects (e.g. presence of protect animal and plant species, potential

emergency situations (such as earthquakes, flooding risk and drought)

related to climate changes

select select


2. Presence of external contamination conditions or poor quality of

environmental matrix that can affect the site in exam (e.g. drawing of

contaminated water from river or groundwater)

select select

External B) Environmental conditions 3. Availability of resources needed (e.g. water drawing, raw material) select select

External

C) Social-


circumstances

1. Environmental themes (whether international, national, regional, local)

significant to local communitiesselect select

External

C) Social-


circumstances

2. Presence of international, national, regional, local associations select select

External

C) Social-


circumstances

3. Social-political themes (riots, strikes, coup, etc.) select select

External



circumstances

1. Potential access to european/regional fundings in order to implement

environmental interventions or technology innovationsselect select

External



circumstances

2. Potential access to instruments reserved to certified Organizations (e.g.

insurance product etc.)select select

External



circumstances

3. Potential access to new market with “green” plan and quality standards select select

External



circumstances

4. Positioning of products and services in relation to competitors (ISO

certification, Ecolabel, EPD, CE, etc.)select select

External



circumstances

5. Availability of infrastructures (water, gas, energy, roads and transports,

waste recycling plant, drainage, purification plant, etc.) to guarantee

environmental performance and quality level (e.g. continuity of production

and services, adequate technologies, availability of environmental

certification, etc.)

select select

External



circumstances

6. Availability of suppliers (of raw material, outsourced processes and

internal service) with environmental and quality certification (ISO-EMAS

certification, Ecolabel, EPD, CE, etc.)

select select

External E) Legal/Regulatory circumstances1. Potential access to benefit deriving from regulations (e.g. reduction of

bank guarantee, extension of authorization durations).select select

External E) Legal/Regulatory circumstances 2. Normative development with new requirements and aggravated penalties select select

1 - IDENTIFICATION OF INTERNAL AND EXTERNAL ISSUES OF THE CONTEXT

Internal and external issues of Group's context risks and opportunities

2 - ANALYSIS OF RISKS AND OPPORTUNITIES RELATED TO INTERNAL AND EXTERNAL ISSUES



INTERESTED PARTIES MAIN AREA TOPIC NEEDS & EXPECTATIONS

DETECTION MODE OF

INTERESTED PARTIES'

NEEDS AND

EXPECTATIONS

SATISFACTION

POSSIBLE KPIs /

REPORTSNAME APPLICABLE

COMPLIANCE TO

OBLIGATIONRISKS OPPORTUNITIES

CURRENT KPIs

(ACTUAL LEVEL OF

CONTROL)

DEPARTMENTS

INVOLVED /

PROCEDURES / PRAXIS

DESCRIPTION OF


REQUIRED)

NOTE

Associations of the Group’s

activity sectorsQ / HSE Best practice

Willingness to share

experiences about best

practices

Mutual exchange of

informationNo. of issues


activity sectorsQ / HSE Research

Willingness to collaborate to

the activities of the

association (project,

research, work’s group, etc.)

Co-makership Projects No. of projects


activity sectorsQ / HSE Data

Data supply on periodical

basisData delivery

Statistic at Administration

dep

Customers Q / HSE Product Wide products' range Wide catalogueNo. of codes of products'

portfolio

Customers Q / HSE Product Innovation New products introductionNo. of new codes launched

every year

Customers Q / HSE Product Reliability DefectivenessCL12

Customer PPM (B2B)

Customers Q / HSE ProductTechnical and Enviromental

data availability

Technical / environmental

data sheet & use information

No. of technical /

environmental data download

from the company website

Customers Q / HSE Product Help desk support Help desk presence Help desk report

Customers Q / HSE ProductProducts / services with low

environmental impacts

Absence of hazardous

substances in products

No. of products per energy

class

Customers HSE Production

Production process compliant

with HSE international

Standards

Good HSE performance and

membership to international

HSE/Ethical Organizations

External certifications

Customers Q / HSE Distribution / logistic Shorter lead time Average lead time declared

Sales Order Fulfillment Index

(SOFIX) - for Thermic

Comfort

Customers Q / HSE Distribution / logistic No logistic errors Logistic errors declared

Logistic errors report

(products damaged / missing

/ wrong)

Customers Q / HSE Sales conditionsLow prices

Favourable payment termsCommercial condition

Average selling price

DSO (Days Sales

Outstanding)

Customers Q / HSE After sales Widespread in market

Widespread distribution in

the territory of customer

services

Survery reports

Customers Q / HSE After sales

Effectiveness

Quickness

Courtesy

Extended warranty

availability

Ad hoc surveySurvery reports

Extended warranty sales

Customers Q / HSE After sales Help desk support Help desk presence Help desk report

Customers Q / HSE Brand reputation Global Ranking increasing

Brand ranking website (for

example: RepTrak 2017,

https://www.rankingthebrand

s.com)

Brand ranking

Customers HSE Brand reputation Environment friendly

Presence of management

system certification (ISO-

EMAS) and/or product

certification (Ecolabel, EPD)

No. of certificated sites

Customers HSE Brand reputation Environment friendly

Potential initiatives and

voluntary environmental

projects of the Group

No. of yearly initiatives

Customers Q / HSE Voice of the customers

To have a say about new

products / new features

demand satisfying

Complains management

processCustomers' complains report

Customers Q / HSE Voice of the customers

To have a say about new

products / new features

demand satisfying

Value proposition

Market research

Market research report and

result

Workers, workers’

representatives, workers’

organizations (trade unions)

and employers’ organizations

Q / HSE Company performance Business continuity P&L EBIT / Turnover

Workers, workers’




HSE Working placeHealth and safety working

conditions

Notification coming from

workers and workers'

representatives

TAG, suggestions,job

observations, safety reports

HSE Training hours

Workers, workers’




HSE Working placeGood environment

management ISO 14001 Environment reports

Workers, workers’




Q / HSE Welfare / benefitsGet welfare / benefits for

employee and family

Presence of company

welfare / benefit

No. of benefits

Welfare spending

End users Q / HSE Pre sales Technical info availability

Presence of company

website.

Presence at more important

international fair or

exhibitions

Statistics related to the

website accesses (example:

No. of downloads, No. of

contact forms filled, etc).

No. of presence at

exhibitions

End users Q / HSE Product Operation and reliability

NPS

Sales volume / trend

Market share

Product reliability

Sales report

CL12

NPS

End users Q / HSE Product Comfort and low noise Noise level test report Noise level (dB)

End users Q / HSE Product

Easiness of use

Customer service

Running costs

Design and size

Customers survey

Customers complaintsNPS

End users Q / HSE ProductProducts / services with low


Technical data sheet & use

information & Waste

management

Ecological Rucksack Index

(describes environmental

stress)

End users Q / HSE ProductProducts / services with low


Absence of hazardous

substances in products

Reach / Rohs compliance

declaration

End users Q / HSE After sales

Good on site visit capability

(manners, technical

preparation, equipment,

ability to solve the problem

and to address customer’s

issues).

Good operator at the phone

(way the operator deals with

the customer, his ability to

address and solve issues

directly on the phone and to

provide quick answers).

Reachability of the customer

service.

Payment and cost/benefit

ration.

NPS

After sales centers market

spread

NPS

List of after sales centers

Distribution of the after sales

centers in the market

End users Q / HSE Brand reputation Global Ranking increasing




s.com)

Brand ranking

End users Q / HSE Brand reputation Environment friendly

Presence of management

system certification (ISO-

EMAS) and/or product

certification (Ecolabel, EPD)

No. of certificated sites

End users Q / HSE Brand reputation Environment friendly

Potential initiatives and

voluntary environmental

projects of the Group

No. of yearly initiatives

External Body of Control / Legal

and regulatory authoritiesQ / HSE

Statutory and

regulatory

requirements.

Local environment

legislation

Compliance to obligations

(Statutory and regulatory

requirements).

Compliance to local

environment legislation

Official inspection visits

No. of nonconformities

detected during the

inspection visits

No. of nonconformities per

plant / year

External occupational health

and safety organizations,

occupational safety and health-

care professionals

HSE WastesCorrect waste

characterizationWaste management Statistics of wastes




care professionals

HSEWater and air

emissions

Respect of limit values of

water and air emissions

Water and air emissions

managementStatistics of emissions




care professionals

HSEChemical and phisical

agentsRespect of limit values

Risk Assessment

managementStatistics on exposure

Financiers / Banks Q / HSE Ability to repay the loanGood economical situation

Business continuityP&L

EBIT

Cash flow

High Direction Q / HSE Company performance Profitability P&L EBIT

High Direction Q / HSE Company performance Continuous growthP&L

Market share

Turnover

Market share %

High Direction Q / HSE Company performanceProcesses and products

improvement

Improvement projects done

Customers' complains

No. of projects done

CL12, Field Quality

Spending

High Direction Q / HSE Brand reputation Global Ranking increasing




s.com)

Brand ranking

Top Management HSE Working ConditionsHealth and safety of the

whole workforceHSE Performance Analysis HSE Management Review

Top Management HSE Working ConditionsGood environment

managementHSE Performance Analysis HSE Management Review

Top Management Q / HSE Production



requirements)

Official inspection visits


detected during the

inspection visits


plant / year

Top Management Q / HSE Product



requirements)

Market official surveillance


detected during the market

surveillance


plant / year

Top Management Q / HSE Company management



requirements)

Supervisory body audits /

control


detected during the

supervisor body's activity.


plant / year

Installers Q / HSE Product

Easyness to install

Clear instructions manual /

video

Maintenance and installation

report (R&D deliverable)

Acceptance of Maintenance

and Installation report during

DRs

Installers Q / HSE Product Accessories availability Wide catalogue No. of accessories

Installers Q / HSE Service Help desk support Help desk presence Help desk report



Documents

ISO 45001:2018 Analisi del Contesto