Map your context factors

Last updated August 25, 2026

Clause 4 asks what your organisation is up against. A factor is one answer: an ageing machine, a single-source supplier, a regulation changing next year, a market opening up. Everything else in this module - the scores, the matrix, the year-on-year comparison - is built on this list.

Reading the analysis needs read_context_analysis. Adding and editing factors needs update_context_analysis.

One analysis per year

Factors belong to a year, not to the organisation in general. That is what makes the question "what changed since last year?" answerable, and it is the question an auditor asks.

The factors table for the current year, listing internal and external factors with their type, category, owner and risk score.
Internal and external factors in one list, each with the person who owns it and the score it carries.
  1. Open Context and pick the year you are working on.

  2. Add an internal factor for something you control, an external one for something you do not.

  3. Name it the way people in the business would say it out loud.

  4. Give it an owner - a factor nobody owns gets reviewed by nobody.

What goes in a factor

The drawer holds everything about one factor: what it is, who owns it, its risk or opportunity assessment, the interested parties behind it and how it reaches the customer.

The factor drawer open on a supplier factor, showing its description, owner, assessment and stakeholder section.
One drawer per factor. The description is what a reader who was not in the room has to work from.

Write the description so it still makes sense next year. "Supplier issue" tells the next reader nothing; "eighty percent of enclosures come from one plant near Bergamo" tells them everything.

Next: score risks and opportunities.

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