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Free management system interpretation guidance

Planning - Context, leadership and management system planning

This is the 'Plan' part of the PDCA process. Establish the objectives and processes necessary to deliver results in accordance with customer requirements and the organizational policies. This is often implemented using stated objectives, work instructions or procedures as required for consistent process output.

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 - Support and operations

This is the 'Do' part of the PDCA process. Ensure the availability of resources and information necessary to support the operation and monitoring of your processes. This may be through management review or other methods that define resource requirements.

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 - monitoring, measuring, analysing and evaluating

This is the 'Check' part of the PDCA process. Monitor, measure and analyse process performance. Monitor and measure processes and products against policies, objectives and requirements, and report the results. The methods employed and the timing of such analysis should be based upon priorities established by the organization.

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 - implementing improvement actions

This is the 'Act' part of the PDCA process. Implement the actions necessary to achieve the planned results, and for the continual improvement of those processes. Auditors will expect to see evidence that corrective action is taken when measurable objectives and performance indicators fall below target or a pre-defined action level.

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