ISO 9001 Standard Toolkit

 

 

  

Overview of ISO 9001

 

 

ISO 9001 is the world's most popular standard. It is applicable for industries of any nature and size, such as manufacturing units, BPOs, IT companies, hospital, school, even restaurants. The aim of ISO 9001 standard is to achieve better business results by focussing on customer satisfaction by improving quality of products and services.

 

Adaptive ISO 9001 Toolkit meets complete requirements of ISO 9001 standard. It has been already deployed, audited for various industry segments like Information technology, Recruitment Process Industry, Legal Processes, Knowledge Process Outsourcing industry.

 

This toolkit comprises of Quality Manual, Sample Quality Policy, 18 processes, 30 Templates, 16 checklists, 16 Guidelines, 9 Forms and 4 Training Materials.

Benefits of Adaptive ISO 9001 Standard Toolkit

  • Save $48000 on your ISO certification initiative

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  • Get standard, audited and tested world class process documentation

Contents of the ISO 9001 Standard Toolkit:

 

Policies:

 

Policy Name

Brief Description of the document

Quality Manual

This is the apex manual for implementing Quality Management System in any organization following ISO 9001

Sample Quality Policy

Policy contains organization's directive and vision towards achieving better quality of its products and services through continuous improvement measures

Processes:

 

Process Name

Brief Description of the document

Client Satisfaction Survey Process

This process explains the step by step approach of conducting a client satisfaction survey, receipt and analysis of results, reporting the results and preparing action items based on the results

Configuration Management Process

This process explains necessary activities and responsibilities involved like identifying items, planning, status accounting and auditing for managing configuration of items of projects executed in organizations

Continual Improvement Process

This process explains steps involved in identifying and performing necessary actions which help organization to be in the track of continual improvement

Contract Review Process

This process explains steps involved in reviewing and signing off contract with an external entity

Corrective Action and Preventive Action

This process explains tasks involved in identifying corrective and preventive actions from observations made during reviews and audits and implementing the same

Development Process

This process explains activities and tasks involved in software development life cycle from requirements to release

Document Control Process

This process explains steps involved in ensuring that documents are available in their latest versions and that obsolete documents are removed from all reference points

Internal Audit Process

This process explains activities involved in planning, scheduling and conducting internal audits along with reporting of findings to concerned management

Management Review Process

This process explains activities involved in management conducting reviews on org wide review and audits conducted for various compliance activities

Org Metrics Process

This process involves consolidation and analysis of org wide metrics collected and their reporting

Process Definition Process

This process details the steps involved in defining an organizational process as per the organizational standards for process definition

Project Monitoring and Control Process

This process describes activities involved in conducting periodic review meetings of project progress and deriving future course action items

Purchase Process

This process explains activities and responsibilities involved in managing the organization's purchase function and maintaining purchase records

QMS Release Process

This process explains steps involved in managing changes made to QMS and releasing the same to the next version

Record Control Process

This process explains steps involved in controlling records generated in organization and ensuring that obsolete records are not in use for reference

Review Procedure

This process explains steps involved in conducting review of work products generated, reporting the review findings and carrying forward the findings for taking corrective and preventive measures

Supplier Management Process

This process explains activities involved in managing suppliers like evaluation of performance and ensuring smooth supply of requirements

Training Process

This process describes steps involved in planning and conducting trainings as per requirements from various stakeholders in the organization along with measuring training effectiveness and taking necessary improvement actions

Templates:

 

Template Name

Brief Description of the document

Action Item Tracker Template

This templates is used to prepare action item tracker which captures details like action item description, priority, responsibility

Approved Trainers List Template

This template is used to prepare Approved Trainers List which captures details like course name, trainer name and comments

Approved Vendors List Template

This templates is used to prepare Approved Vendors List which captures details like product/service category, item, vendor name and satisfaction rating

Audit Calendar Template

This templates is used to prepare audit calendar which captures details like Audit Cycle ID, start date and end date

Audit Compliance Indicator Template

This templates is used to prepare which captures details Mapping NC & IO to ISO Clauses , Mapping NC & IO to MSS Toolkits etc

Change History Report Template

This templates is used to prepare which captures details like Change Description, created by, approved by

Change Request Template

Change Request template captures all details for a change such as change description, type, requestor, approval status and implementation status etc.

Change Request Tracker Template

This templates is used to prepare Change Request Tracker which captures details like Change request number/ name, change description, affected components

Communication Plan Template

This templates is used to prepare Communication Plan which captures details like triggers, what to communication and responsibility

Configuration Management Plan Template

This templates is used to prepare Configuration Management Plan which captures details like Baseline Control, CM Audit plan

Customer Satisfaction Survey Template

This templates is used to prepare Customer Satisfaction Survey which captures details like attribute, rating and observations

Document Master and Revision History Log Template

This templates is used to prepare which captures details like revision history log and all the details for effective document control

Purchase Process

This process explains activities and responsibilities involved in managing the organization's purchase function and maintaining purchase records

Induction Plan Template

This templates is used to prepare induction plan which captures details like concepts covered, duration and trainer

Internal Audit Plan and Track Template

Internal Audit Plan and Track Template captures all details for planning and tracking internal audit such as Project/Function Name, Planned Audit Date and Time, Auditor, Auditee, Audit Status etc.

Internal Audit Report Template

This templates is used to prepare Internal Audit Report which captures details like Details of NC, Root Cause of NC and corrective actions

Issue Tracker Template

This templates is used to prepare which captures details like Issue Description, raised on, responsibility and status

Process Performance

This templates is used to prepare Process Performance

Baseline Template

Baseline which captures details like metrics, Operational Definition and central tendencies

Project Initiation Presentation Template

This templates is used to prepare which captures details like client overview, project overview, business case and project milestones

Project Organization Template

Project Organization Template describes the project organization structure.

Project Plan Template

Project Plan Template captures all planning aspects for project planning such as Schedule, risk, resources, metrics etc.

QMS Feedback Log Template

QMS Feedback Log Template captures feedback for improving the QMS

Record Control Matrix Template

Record Control Matrix captures all details regarding the records maintained by the organization such as record owner, storage mechanism, retention period etc.

Root Cause Analysis Template

This template is used to prepare Root cause analysis document containing details like root cause, defect type, severity, description, criticality

Service Level Agreement Template

This template is used to prepare service level agreement containing details like service details, service level details, measurement framework , penalty for non compliance of SLA

Skill Gap Analysis Template

This template is used to prepare skill gap document containing details like skill description, skill level required, current skill level, training action plan

Status Report Template

This template is used to prepare status report containing details like reporting period, activities planned and conducted, activities planned for next week, issues, risks

Traceability Matrix Template

This template is used to prepare traceability matrix for the application/project contains details of requirements ref, Design reference, code reference, test reference

Training Attendance Template

This template is used to prepare training attendance record it include details of trainings topic, date, name of employee, employee id, group name

Training Plan Template

This template is used to prepare training plan it include details of trainings to be conducted, planned date, no of people to be trained

Weekly Status Report Template

This template is used to prepare the weekly status report for the project/group/department which includes the weekly activities, issues, plans for the next week

Weekly Status Report Template

This template is used to prepare the weekly status report for the project/group/department which includes the weekly activities, issues, plans for the next week

Checklists:

 

Checklist Name

Brief Description of the document

Contractor Evaluation Checklist

This document contains a checklist for confirming that all aspects for contractor evalution have been taken taken care

Facilities Internal Audit Checklist

This document contains a checklist for confirming if all the aspects for facility internal audit have been covered

Generic Risk Checklist

This document contains a checklist for confirming if all the risks have been taken care

HR Internal Audit Checklist

This document contains a checklist for confirming if all HR internal audit aspects have been covered

IT Internal Audit Checklist

This document contains a checklist for confirming if all IT audit aspects have been taken care

Project Audit Checklist

This document contains a checklist for confirming if all aspects for project audit have been covered

Project Closure Checklist

This document contains a checklist for confirming if all aspects before closing the project

Project Management Checklists

This document contains a checklist for confirming if all aspects for project management are covered

QMS Document Checklist

This document contains a checklist for confirming if all aspects for designing a QMS document have been covered

Quality Group Audit Checklist

This document contains a checklist for confirming if all aspects for auditing quality group have been taken care

Quality Group Checklist

This checklist can be used for conducting Internal Audit on Quality/PMO function.

Recruitment Internal Audit Checklist

This document contains a checklist for confirming if all aspects for internal audit of recruitment process have been done

Requirements Review Checklist

This document contains a checklist for reviewing the requirements

Software Quality Assurance Checklist

This document contains a checklist for confirming if all aspects for SQA are taken care

Testing Checklist

This document contains a checklist for confirming if all aspects for testing review have been taken care

Internal Audit Report Template

This templates is used to prepare Internal Audit Report which captures details like Details of NC, Root Cause of NC and corrective actions

Vendor Evaluation Checklist

This document contains a checklist for evaluating a vendor

Guidelines:

 

Guideline Name

Brief Description of the document

Configuration Management Guidelines

This contains guidelines configuration management, it includes Non-CIs/CIs etc

Corrective Actions Guidelines

This contains guidelines for implementing corrective actions at the organization

Design Guidelines

This contains guidelines for data base design

Deviations Guidelines

This contains guidelines for raising a process deviation request

Internal Audit Guidelines

This guidelines contain guidelines for conducting internal audits like audits for development or maintenance projects

Metrics Guidelines

This guidelines contain guidelines for identification and prioritization of stakeholder needs and objectives

Project Initiation Guidelines

This guidelines contain guidelines for initiating projects in an effective manner

Record Maintenance Guidelines

This guidelines contain guidelines for maintaining organizational records

Requirements Guidelines

Understand Clients business objectives, competitive scenarios and business priorities

Review Guidelines

The goal of reviews is to detect and eliminate defects early, effectively and before delivering the product to the customer

Risk Management Guidelines

Risk Management is a key component of Project Management that helps in identification of causes that can impact a Project and effectively handle them. This document describes the general guidelines for Risk Management

Root Cause Analysis Guidelines

The goal of RCA is to find out 'What happened? Why did it happen? What can be done to prevent it from happening again?'

Software Quality Activity Plan Guidelines

It outlines guidelines for planning SQA activities for a project

Vendor Selection Guidelines

This guidelines outlines the criteria based on which vendors can be selected

Forms:

 

Form Name

Brief Description of the document

Minutes of Meeting

This form contains the details of meetings

Process Deviation Form

This form provides details for taking process deviation

Process Evaluation Form

This form contains aspects that needs to be covered for evaluating a process

Project Initiation Form

This form contains details for initiating a project

Resource Release Form

This form contains details to be filled before releasing a resource

Resource Request Form

This form contains details to be filled for requesting a resource

Review Form

This form contains details to be filled for reviewing a project

Training Attendance Form

This contains simple details for taking training attendance

Training Request Form

This form contains details to be filled for a training request

Trainings:

 

Training Name

Brief Description of the document

Configuration Management Training

This training document provides an overview on Configuration management practices such as concepts of CM, CM planning, CM auditing, release management, change management and build activities

Internal Auditors Training

This training document provides an overview on internal auditing principles like audit planning, conducting, reporting and audit behaviours

Overview of ISO 9001-2000 Clauses

This training document describes the overview of the ISO 91 standard framework with the clauses description

Software Testing Training

This training document describes the various software testing activities conducted in projects