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[Organization logo] Commented [9A1]: All fields in this document marked by

square brackets [ ] must be filled in.
[Organization name]

Commented [9A2]: If you want to find out more about the IMS
Manual, see these articles:
INTEGRATED MANAGEMENT SYSTEM MANUAL
 The future of the Quality Manual in ISO 9001:2015
http://advisera.com/9001academy/knowledgebase/the-future-
of-the-quality-manual-in-iso-90012015/

 What is an environmental management system manual?

Code: https://advisera.com/14001academy/knowledgebase/what-is-
an-environmental-management-system-manual/
Version: 0.1
 Does your organization need a health & safety manual?
http://advisera.com/45001academy/blog/2016/10/12/does-
Created by: your-organization-need-a-health-safety-manual/
Commented [9A3]: To handle documents in an ISO-compliant
Approved by: Document Management System, use Conformio:
http://advisera.com/conformio
Date of version: Commented [9A4]: These books can help you to learn more
about ISO 9001:2015 & ISO 14001:2015 implementation:
Signature:  Discover ISO 9001:2015 through practical examples
https://advisera.com/books/discover-iso-9001-2015-through-
practical-examples/

 The ISO 14001:2015 companion

Distribution list https://advisera.com/books/the-iso-14001-2015-companion/
Commented [9A5]: You can attend these free online training
courses to learn more about ISO 9001:2015 & ISO 14001:2015
Copy Returned implementation:
Distributed to Date Signature
No. Date Signature
 ISO 9001:2015 Foundations Course
https://training.advisera.com/course/iso-90012015-foundations-
course/

 ISO 14001:2015 Foundations Course

https://training.advisera.com/course/iso-14001-foundations-
course/
Commented [9A6]: All fields in this document marked by
square brackets [ ] must be filled in.
Commented [9A7]: This is only necessary if document is in
paper form; otherwise, this table should be deleted.
©2018 This template may be used by clients of Advisera Expert Solutions Ltd. www.advisera.com in accordance with the License
Agreement.
 [organization name]

Change history
Date Version Created by Description of change

0.1 9001Academy Basic document outline

Table of contents
1. ABOUT THE ORGANIZATION ................................................................................................................4

2. PURPOSE, SCOPE AND USERS ..............................................................................................................4

2.1. EXCLUSIONS .............................................................................................................................................. 4

3. TERMS AND DEFINITIONS....................................................................................................................4

4. CONTEXT OF THE ORGANIZATION........................................................................................................5

4.1. UNDERSTANDING THE ORGANIZATION AND ITS CONTEXT ..................................................................................... 5

4.2. UNDERSTANDING THE NEEDS AND EXPECTATIONS OF INTERESTED PARTIES.............................................................. 5
4.3. DETERMINING THE SCOPE OF THE INTEGRATED MANAGEMENT SYSTEM ................................................................. 5
4.4. INTEGRATED MANAGEMENT SYSTEM AND ITS PROCESSES ...................................... ERROR! BOOKMARK NOT DEFINED.

5. LEADERSHIP .....................................................................................ERROR! BOOKMARK NOT DEFINED.

5.1. LEADERSHIP AND COMMITMENT ....................................................................... ERROR! BOOKMARK NOT DEFINED.

5.1.1. General............................................................................................ Error! Bookmark not defined.
5.1.2. Customer focus ............................................................................... Error! Bookmark not defined.
5.2. IMS POLICIES ............................................................................................... ERROR! BOOKMARK NOT DEFINED.
5.3. ORGANIZATIONAL ROLES AND RESPONSIBILITIES ................................................... ERROR! BOOKMARK NOT DEFINED.
5.4. CONSULTATION AND PARTICIPATION OF WORKERS................................................ ERROR! BOOKMARK NOT DEFINED.

6. PLANNING ........................................................................................ERROR! BOOKMARK NOT DEFINED.

6.1. ACTIONS TO ADDRESS RISKS AND OPPORTUNITIES ................................................. ERROR! BOOKMARK NOT DEFINED.
6.1.1. General............................................................................................ Error! Bookmark not defined.
6.1.2. Environmental aspects .................................................................... Error! Bookmark not defined.
6.1.3. Hazard identification and assessment of risks and opportunities... Error! Bookmark not defined.
6.1.4. Compliance obligations ................................................................... Error! Bookmark not defined.
6.1.5. Planning actions .............................................................................. Error! Bookmark not defined.
6.2. IMS OBJECTIVES AND PLANNING TO ACHIEVE THEM .............................................. ERROR! BOOKMARK NOT DEFINED.

Integrated Management System Manual ver. [version] from [date] Page 2 of 5

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 [organization name]

6.3. PLANNING CHANGES ...................................................................................... ERROR! BOOKMARK NOT DEFINED.

7. RESOURCES ......................................................................................ERROR! BOOKMARK NOT DEFINED.

7.1. RESOURCES .................................................................................................. ERROR! BOOKMARK NOT DEFINED.

7.2. COMPETENCE ............................................................................................... ERROR! BOOKMARK NOT DEFINED.
7.3. AWARENESS ................................................................................................. ERROR! BOOKMARK NOT DEFINED.
7.4. COMMUNICATION ......................................................................................... ERROR! BOOKMARK NOT DEFINED.
7.5. DOCUMENTED INFORMATION .......................................................................... ERROR! BOOKMARK NOT DEFINED.

8. OPERATION ......................................................................................ERROR! BOOKMARK NOT DEFINED.

8.1. ORGANIZATIONAL PLANNING AND CONTROL........................................................ ERROR! BOOKMARK NOT DEFINED.

8.2. REQUIREMENTS FOR PRODUCTS AND SERVICES .................................................... ERROR! BOOKMARK NOT DEFINED.
8.3. DESIGN AND DEVELOPMENT OF PRODUCTS AND SERVICES ...................................... ERROR! BOOKMARK NOT DEFINED.
8.4. CONTROL OF EXTERNALLY PROVIDED PROCESSES, PRODUCTS AND SERVICES ............... ERROR! BOOKMARK NOT DEFINED.
8.5. PRODUCTION AND SERVICE PROVISION ............................................................... ERROR! BOOKMARK NOT DEFINED.
8.6. RELEASE OF PRODUCTS AND SERVICES ................................................................ ERROR! BOOKMARK NOT DEFINED.
8.7. CONTROL OF NONCONFORMING OUTPUTS .......................................................... ERROR! BOOKMARK NOT DEFINED.
8.8. EMERGENCY PREPAREDNESS AND RESPONSE........................................................ ERROR! BOOKMARK NOT DEFINED.

9. PERFORMANCE EVALUATION ............................................................ERROR! BOOKMARK NOT DEFINED.

9.1. MONITORING, MEASUREMENT, ANALYSIS AND EVALUATION ................................... ERROR! BOOKMARK NOT DEFINED.
9.1.1. General............................................................................................ Error! Bookmark not defined.
9.1.2. Customer satisfaction ..................................................................... Error! Bookmark not defined.
9.1.3. Analysis and evaluation of compliance ........................................... Error! Bookmark not defined.
9.2. INTERNAL AUDIT ............................................................................................ ERROR! BOOKMARK NOT DEFINED.
9.3. MANAGEMENT REVIEW .................................................................................. ERROR! BOOKMARK NOT DEFINED.

10. IMPROVEMENT ............................................................................ERROR! BOOKMARK NOT DEFINED.

10.1. GENERAL ..................................................................................................... ERROR! BOOKMARK NOT DEFINED.

10.2. INCIDENT, NONCONFORMITY AND CORRECTIVE ACTION ......................................... ERROR! BOOKMARK NOT DEFINED.
10.3. CONTINUAL IMPROVEMENT ............................................................................. ERROR! BOOKMARK NOT DEFINED.

Integrated Management System Manual ver. [version] from [date] Page 3 of 5

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 [organization name]

1. About the organization

[Add Basic information about the organization and its production and/or service provisioning
program including the organization structure]

CEO

Sales and Production and Warehousing and Finance and Human

Marketing dpt. Service Provision dpt. Transport dpt. Accounting dpt. Resources dpt.

Figure 1: Organizational chart

2. Purpose, scope and users

The Integrated Management System Manual is applied to the processes and locations of
[organization name] and demonstrates the capability of [organization name] to continuously provide Commented [9A8]: If Quality Management System is applied
only to part of organization, name that part of organization.
products and services that address customers’ and interested parties’ requirements by complying
with requirements of ISO 9001. It also serves to demonstrate the organization’s commitment to
pollution prevention and continuous improvement of environmental protection according to ISO
14001, and to demonstrate the organization’s commitment to occupational health and safety
according to ISO 45001.

2.1. Exclusions

The following is not included in the scope: [specify individual organizational elements/resources
which are to be specifically excluded from the scope]. Commented [9A9]: Scoping should not be used to exclude
activities, processes, products, services, or facilities that have
significant environmental aspects, that have significant
[Organization name] excludes the following clauses of ISO 9001:2015: occupational health and safety hazards and risks, or to evade the
organization’s compliance obligations.
 Commented [9A10]: Exclusions can be made only from clause
8 of the ISO 9001:2015 standard. Name the clauses excluded from
Exclusions do not affect the organization’s ability to address customer requirements and appropriate QMS and provide justifications for exclusions.

legal and regulatory requirements.

Users of this document are all employees of [organization name].

3. Terms and definitions

Integrated Management System Manual ver. [version] from [date] Page 4 of 5

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 [organization name]

For the purpose of this Integrated Management System Manual, [organization name] references the
terms and definitions listed in clause 3 of the ISO 9000:2015, ISO 14001:2015 and ISO 45001:2018.

4. Context of the organization

4.1. Understanding the organization and its context

[Organization name] considers the context of the organization according to the Procedure for
Determining the Context and Interested Parties.

4.2. Understanding the needs and expectations of interested parties

[Organization name] has determined the interested parties and their needs and expectations
according to the Procedure for Determining the Context and Interested Parties and listed them in
the List of Interested Parties, legal and other requirements.

4.3. Determining the scope of the Integrated Management System

[Organization name] has determined the boundaries and applicability of the Integrated Management
System in the Scope of Integrated Management System.

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