This class is designed for organizations and/or individuals who have heard of the ISO standard for Knowledge management systems but are uncertain of what the standard contains and what adherence to the standard would require. This is a good course to acquaint you with the overall standard requirements and more importantly, what questions an organization should be prepared to answer during an ISO 30401 certification audit.

The class examines each of the ISO 30401 requirements and provides exercises to help students understand the requirements. Students will be given questions to think about and exercises designed to help them gain an understanding of what could meet the standard; however, instructors cannot discuss specific details on HOW to meet the standard as that would constitute a potential conflict of interest.



Patricia L. Eng, P.E. and Dr. Ronald (Ron) B. McKinley. These instructors will co-teach the course. Both instructors have extensive inspection/auditing experience and are certified ISO 30401 auditors.


Since the course examines each ISO 30401 requirement, students are required to purchase a copy of the ISO standard and provide evidence that they have done so to attend the class. This is to meet international copyright laws. Failure to provide evidence will prohibit students from enrolling and attending the class. Class size will vary. Minimum class size is 5 students with a maximum of 20 students.



The overall objectives of this course are: 1) for students to learn how ISO develops standards; 2) learn about and understand the requirements of ISO 30401; and 3) understand the requirements for an ISO 30401 certification audit.

Enabling Learning Objectives:

A. Discuss how ISO standards are created.


B. Explain how ISO 30401 was developed and issued.

C. Discuss the content and requirements for the major clauses of ISO 30401:

        1. Scope
        2. Normative References
        3. Terms and Definitions
        4. Context of the Organization
        5. Leadership
        6. Planning
        7. Support
        8. Operation
        9. Performance Evaluation
        10. Improvement
        11. Annex A: The knowledge spectrum
        12. Annex B: Relationship between knowledge management and adjacent disciplines
        13. Annex C: Knowledge management culture


D. Discuss the requirements for passing a certification audit.


  • Classes will be delivered virtually unless otherwise arranged.

  • Classes will be given in 2 – 3-hour online sessions given 2 or 3 days a week, based on instructor and student availability. Total class time will be 10 – 12 hours.

  • Students will work on exercises outside of class time. Exercises will be discussed at the beginning of the next class.

  • Classes typically will be given between 7:30 AM – 10:00 AM Eastern US time because of instructor availability.

  • Students must attend all sessions in order to receive a certificate of completion.

  • Students who attend more than one session will not be entitled to a refund if they drop out; however, arrangements to complete the class at a later date may be made.

  • Tuition is $1000.00 per student; however, discounts are available for 5 students or more.



Exercises and questions to think about will not be graded in this class.