Training courses

Advanced Safety Management Systems (SMS) and Integrated Management Systems (IMS)


Every organization that has in place a SMS needs to find ways to improve its operating efficiency and safety performance, reduce overall operating cost, maintain and improve the SMS position within the   organisation.

Within EASA, effective SMS is a requirement for Air Operators, Approved Training Organizations and Aerodromes (i.e. PART ORO, PART-ORA and ADR). During Year 2018, effective SMS will become a requirement also for Continuing Airworthiness Organizations (i.e. PART-M, PART-CAMO and PART-145) and in an effort to address Annex 19 safety management requirements.

ICAO SMS Manual Doc 9859, 4th Edition Year 2018, introduces Integrated Management Systems (IMS) since ‘Safety Management should be considered as part of a management system (and not in isolation). Therefore, a service provider may implement an integrated management system that includes the SMS. An integrated management system may be used to capture multiple approvals or to cover other business management systems such as quality, security, occupational health and environmental management systems’.

In accordance with EASA amended AMC/GM in Year 2018, ‘where the organisation holds multiple organisation certificates within the scope of Regulation (EC) No 216/2008  it may choose to implement a single Management System to cover all of its activities. An integrated management system may not only be used to capture multiple certification requirements, but also to cover other business management systems such as quality, security, occupational health and environmental management systems. Integration will remove duplication and exploit synergies by managing safety risks across multiple activities.

Therefore, this course will provide, in Day 1, the necessary tools and methodologies that can be used in order to achieve the desired outcomes of effectiveness with SMS.

In addition, the management systems for the process safety, compliance, OH&S, quality, security or fatigue have been usually developed separately in most organisations. However, all these systems have similar decision making-related expectations, such as being implemented with:  

  • Data analysis and record keeping requirements
  • Risk management and decision making process
  • Metrics used to demonstrate performance improvements

Hence, merging the similarities and common needs of these different systems will lead to more efficient and effective management at top level.   Therefore, this course in DAY 2 will also provide participants with a   methodology to help identify, evaluate and leverage different management   systems and metrics across entities, divisions or functions based on the   hazards, threats and risks being monitored for each entity.

In fact, significant overall operational risk reduction occurs when   organisations establish an Integrated Management System (IMS) across   divisions. Other benefits of successful integration include reduced operating  costs and more effective use of staff managing the programs, and reducing   duplication of effort. Identifying synergies between these management systems   will help ensure safe and reliable operations, will help streamline   procedures and cross-system auditing, and will support regulatory and   organisational compliance requirements.

Since some of the systems, risks and metrics are applying to more than   one function, a well-designed and implemented IMS will help reduce the load   on the safety, compliance, OH&S, quality, fatigue and security processes.   Moreover, an IMS will help improve customer satisfaction.

To this end, the course uses significant   parts of quality management,  ISO   9001:2015 and ISO 14000 series and Lean Six Sigma methodologies and provides   an IMS framework that can be tailored and consistent with the organisational   culture and management style.

Nevertheless,  the prerequisite for establishing an IMS is   for the organisation to be able  to   demonstrate an effective SMS first.

Course Content

DAY 1:

  • SMS and effective SMS: Overview
  • Work as Done (WAD)= What we Do Vs Work as Imagined (WAI)= What we should Do
  • EASA Management System Requirements (SMS-CMS) and the need for integration.
  • Risk Management: What we shoud Do: Case studies / Dynamic Risk Management Dashboards and Risk Acceptance Criteria.
  • Data Collection Plan and Analysis: What we should Do: Performance Measurement: What we should Do / Leading-Lagging safety performance indicators and metrics  for measuring performance / Measure the Voice of the Business (VOB) / Case Studies / SMS continouous improvement - 
  • Case study: Evaluate your SMS effectiveness.
  • Identify your SMS shortfalls and areas for improvement: What you Do, Delays and Decays. Identify what needs to be Done.
  • Refine the SMS pilot project

DAY 2:

  • Integrated Management Systems (IMS): From scattered management systems and activities to concentrated information, focused work and joining activities.
  • Total System Approach: Safety, Compliance, Quality, Security, Fatigue Risk and Environmental Occupational Health and Safety Management Systems (SMS, CMS/QMS, SeMS, FRMS, EOH&S), Facilities, HR and Budget.
  • Common Reporting System
  • Common Auditing risk-based process
  • IMS Policy and Objectives
  • IMS Risk Management; Case Studies
  • Risk Prioritisation process, at corporate level
  • IMS Performance.
  • Measure the Voice of the Customer (VOC); Case Studies
  • IMS Promotion
  • Create new functional organisational structure: From ‘Line and staff’ structure to ‘High Performance Teams (HPT)’ structure; Case study examples.
  • Risk Based Oversight
  • Case study: Identify what needs to be Done for IMS implementation.
  • Establish the IMS collaboarative project

Learning Objectives

  • To assist participants in understanding the key components and elements of an effective Safety Management System (SMS), including the implementation of a tailored Integrated Management System (IMS), according to their type of operations, organisational complexity and needs.
  • To develop a general understanding of business practices and skills used  for the development of an advanced (Level 2) SMS;
  • To provide a range of knowledge and skills that give emphasis to the development and implementation principles of an IMS.
  • To get team working experience, sharing of information and problem solving in an aviation business and  technical environment.


Who should take this course

Accountable Managers –Executives, Heads on Safety,  Quality and Compliance, Safety and Quality Managers, E, OH&S specialists, experienced aviation safety professionals, Civil Aviation Authorities Heads and Inspectors.


Having completed an official SMS training course and/or have already implemented a SMS within their organisation or have developed guidance material for implementation. 

Note: Participants are kindly requested to bring a laptop to the course to access course material provided on a USB stick. 



2 days, starting at 09:00 on all days, finishing at 16:45 on the first day and at 16:00 on the last day.