Guidance

Plan your management system

The ISO Navigator™ database hyperlinks the ISO 9000:2005 principles and the ISO 9001:2008 requirements; and explains them in plain English with practical guidance.

This guidance has been superseded by ISO 9001:2026 Clause 7.1.2 Resources - People. If you want to see a comparison matrix that correlates the requirements of ISO 9001:2008 to the revised requirements of ISO 9001:2015, please click here to begin comparing.

Our range of ISO 9001:2026 quality manuals and integrated manual templates cover the requirements of ISO 9001, ISO 14001 and ISO 45001, and offer an easy way to implement and document your organization's quality management system or integrated management system.

ISO 9001:2008: Human resources 6.2 (superseded)

ISO 9001:2008, clause 6.2.1 General, requires that personnel performing work affecting product quality must be competent, based on their education, training, skills and previous experience. Competent personnel are able to perform their tasks with minimum supervision. ISO 9001:2008, clause 6.2.2, competence, awareness & training

  1. Decide the necessary skills and competencies
  2. Provide training
  3. Evaluate the effectiveness of the training

Staff are trained to improve their performance. Comparing existing performance to post-training performance is a simple way of assessing training effectiveness – just like the before and after photos in 'banish grey hair' commercials. A common training template can be used to grade performance in terms of:

  1. 'Shown' - the person has received instruction
  2. 'Competent' - the person performs satisfactorily
  3. 'Able' - extremely competent and able to train others

Your organization must ‘establish and maintain procedures to make its employees and members at each relevant function and level aware of':

  1. Maintain training records
  2. The relevance and importance of their activities
  3. How they contribute to the attainment of the quality objectives

The awareness training does not need to follow the format of long classroom sessions. Training techniques can include short training segments supplemented with videos and hands-on demonstrations that address key elements of the QMS.

Are looking to document your training process? Our quality manual template provides provides a great foundation for establishing, implementing and documenting your training process.

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Free PDCA guidance

ISO Navigator™ is our FREE online training tool that shows you how to apply the principles of PDCA to your operations. We also offer many helpful templates that get you on the road to documenting your management system, please visit the download page.

Planning

ISO 9001:2026 ISO 14001:2026 ISO 45001:2018
4.1 Organizational Context 4.1 Organizational Context 4.1 Organizational Context
4.2 Relevant Interested Parties 4.2 Relevant Interested Parties 4.2 Workers & Interested Parties
4.3 Management System Scope 4.3 EMS Scope 4.3 OH&S Management System Scope
4.4 QMS Processes 4.4 Environmental Management System 4.4 OH&S Management System
 
ISO 9001:2026 ISO 14001:2026 ISO 45001:2018
5.1 Leadership & Commitment 5.1 Leadership & Commitment 5.1 Leadership & Commitment
5.2 Quality Policy 5.2 Environmental Policy 5.2 OH&S Policy
5.3 Roles, Responsibilities & Authorities 5.3 Roles, Responsibilities & Authorities 5.3 Roles, Responsibilities & Authorities
    5.4 Consultation & Participation
 
ISO 9001:2026 ISO 14001:2026 ISO 45001:2018
6.1 Risks & Opportunities (6.1.1–6.1.3) 6.1.1 Risks & Opportunities - General 6.1.1 Risks & Opportunities - General
6.2.1 Quality Objectives 6.1.2 Environmental Aspects 6.1.2 Hazard Identification & Assessment
6.2.2 Planning to Achieve Objectives 6.1.3 Compliance Obligations 6.1.3 Legal & Other Requirements
6.3 Planning of Changes 6.1.4 Risks & Opportunities 6.1.4 Planning Action
  6.1.5 Planning Action 6.2.1 OH&S Objectives
  6.2.1 Environmental Objectives 6.2.2 Planning to Achieve Objectives
  6.2.2 Planning to Achieve Objectives  
  6.3 Planning of Changes  
 

Doing

ISO 9001:2026 ISO 14001:2026 ISO 45001:2018
7.1 Resources 7.1 Resources 7.1 Resources
7.2 Competence 7.2 Competence 7.2 Competence
7.3 Awareness 7.3 Awareness 7.3 Awareness
7.4 Communication 7.4.1 Communication - General 7.4.1 Communication - General
7.5 Documented Information 7.4.2 Internal Communication 7.4.2 Internal Communication
  7.4.3 External Communication 7.4.3 External Communication
  7.5 Documented Information 7.5 Documented Information
 
ISO 9001:2026 ISO 14001:2026 ISO 45001:2018
8.1 Operational Planning & Control 8.1 Operational Planning & Control 8.1.1 General
8.2 Customer Requirements 8.2 Emergency Preparedness & Response 8.1.2 Eliminating Hazards
8.3 Design & Development   8.1.3 Management of Change
8.4 Purchasing   8.1.4 Procurement
8.5 Product & Service Provision   8.2 Emergency Preparedness
8.6 Release of Products & Services    
8.7 Nonconforming Outputs    
 

Checking

ISO 9001:2026 ISO 14001:2026 ISO 45001:2018
9.1 Monitoring & Measurement 9.1.1 Performance Evaluation 9.1.1 Performance Evaluation
9.2 Internal Audit 9.1.2 Evaluation of Compliance 9.1.2 Evaluation of Compliance
9.3 Management Review 9.2 Internal Audit 9.2 Internal Audit
  9.3 Management Review 9.3 Management Review
 

Acting

ISO 9001:2026 ISO 14001:2026 ISO 45001:2018
10.1 Continual Improvement 10.1 Continual Improvement 10.1 Improvement - General
10.2 Nonconformity & Corrective Action 10.2 Nonconformity & Corrective Action 10.2 Incident, Nonconformity & Corrective Action
    10.3 Continual Improvement