logos of 3 management standards ISO 9001 ISO 45001 ISO 14001Here is how to get certification to management standards, such as ISO 9001 (Quality Management), ISO 45001 (Occupational health and safety) and ISO 14001 (Environmental management) in 7 steps. You can use as much or as little of our help as you need.

For a free consultation about your certification needs, contact us.

Here are the steps and how we can help:

1. Review your existing the systems and documentation against our management standards checklist.

First gap analysis

We can provide you with checklists that summarise the procedures and records you need for the management standards. Contact us for a copy of the checklists. We also provide a free consultation that may help to orient you.

It is a good idea to purchase a copy of the standard that you want to use:

Our promise

If we help you, we shall do our utmost to see that everything you do for management standards certification makes your business run better.

2. Create the required statements and documented procedures.

We can help you create the statements and documented procedures that the standard requires. This is a well-trodden path and many model statements and documented procedures exist. You can base yours on existing ones.

ISO 9001 example

ISO 9001 requires certain documentation, including the following statements and further documentation as needed by your business:

  • Quality policy
  • Quality objectives
  • Documentation as appropriate for your business:
    • Document control
    • Record management
    • Internal audit
    • Non-conforming product
    • Corrective action

3. Identify or create a system for storing the records you require.

Records Records Records

Records:

  • Are the most important part of management  standards certification. On their brief visit, the certifying reviewers will be looking for evidence that your team is using your system. Records are that evidence.
  • Provide key evidence for measuring improvement in your business.
  • Help you to
    • Avoid letting a client or team member down.
    • Defend your business against legal challenges.

Management standards require you to keep records. For example, ISO 9001 requires 8 – 18 sets of records, depending on the nature of your business.

We can help you to create record-keeping systems that are convenient, time-efficient and easy to access.

Record systems

We help you make the best choice of record-keeping methods for each situation, and also to design the records. Methods can include:

  • A piece of paper on a clipboard, ruled into columns
  • A set of cards
  • A folder or binder of completed forms
  • A filing cabinet drawer with folders
  • A set of folders on a computer containing documents
  • A spreadsheet
  • A computer database
  • The record storage that a software package provides

4. Start (or continue) doing and recording the activities according to the management standard.

Walk the talk

Now it’s time to put it all into practice. You carry out the management practices according to the procedures you created and keep the records you designed.

You are using good business management practice. Now you can reap the benefits.

ISO 9001 example

You have business systems and records that can help you to:

  • Know how well you are going
  • Avoid mistakes with your products and services
  • Avoid mix-ups with your documentation
  • Fix problems so they don’t happen again
  • Make sure that the team is following the system
  • Make sure you have the resources that you need

We are there to help you bring this dream to reality!

5. When your system passes our checklist, arrange for a certification body to certify it.

Are you ready?

We can:

  • Review your system thoroughly to make sure it is ready for certification OR support your internal auditor in doing this
  • Help you to arrange for a Certification Body to review your system

6. Invite the certification body for a preliminary review of your system. Take action on any findings.

Your preliminary (documentation) review

We can:

  • Attend and help out at your certification review.
  • Help you to resolve any findings from the preliminary review

7. Invite the certification body to review and certify your system to the standard.

Your certification review

We can:

  • Attend and help out at your certification review.
  • Help you to resolve any findings from the certification review

More about our standards certification services

This pages on our website have more information: