Upon completion of this course, participants will be able to:

• Explain the purpose and benefits of an Integrated Management System (IMS).
• Describe the requirements of ISO 9001, ISO 14001, and ISO 45001 and their integrated aspects.
• Plan and prepare for an integrated audit based on a risk-based approach.
• Conduct effective audit interviews and gather objective evidence across all three standards.
• Identify and classify nonconformities relevant to quality, environment, and OH&S.
• Prepare clear, concise, and factual audit reports.
• Follow up on corrective actions to verify their effectiveness.
• Understand the principles of Annex SL and its role in IMS.

• Quality, Environmental, and OH&S Managers/Coordinators.
• Existing Internal Auditors looking to broaden their scope to IMS.
• Management representatives responsible for maintaining an IMS.
• Consultants involved in IMS implementation and auditing.
• Personnel who manage risks across multiple compliance areas.
• Individuals seeking to become IMS Lead Auditors.

• Case Studies (integrated scenarios).
• Role-Playing and Simulated Audits (Planning, Interviewing, Closing Meeting).
• Group Activities (Nonconformity Writing and Review).
• Practical Exercises (Risk-Based Planning and Audit Trail Mapping).
• Discussions and Q&A Sessions.

Unit 1: Introduction to Integrated Management Systems (IMS) and Standards

• Understanding the rationale and benefits of integrating management systems.
• Overview of the High-Level Structure (HLS) / Annex SL common to all three standards.
• Interpreting the core clauses: Context of the Organization, Leadership, Planning.
• Identifying shared requirements versus domain-specific requirements.

• Key concepts of Quality Management (ISO 9001): Process approach, QMS performance.
• Key concepts of Environmental Management (ISO 14001): Significant aspects, life cycle perspective.
• Key concepts of OH&S Management (ISO 45001): Hazards, risks, worker participation.
• Mapping audit trails across the three standards simultaneously.

Unit 2: Auditing Principles and Managing an Audit Program

• Review of the principles of auditing (Integrity, Fair Presentation, Due Professional Care, etc.).
• Understanding the roles and responsibilities of the audit team.
• Developing and managing the IMS audit program and schedule.
• Competence and evaluation of IMS auditors.

Unit 3: Planning the IMS Audit

• Establishing the scope, criteria, and objectives of the integrated audit.
• Performing risk assessment for the audit plan (focus areas, complexity, critical processes).
• Preparing the audit plan and checklists/work documents.
• Effective document review for the IMS.

Unit 4: Conducting the IMS Audit

• Conducting the opening meeting for a multi-standard audit.
• Effective interviewing techniques for leadership and operational personnel.
• Gathering and verifying objective evidence for all three standards concurrently.
• Addressing conflicting evidence or observations across QMS, EMS, and OHSMS.

• Determining conformity, nonconformity, and opportunities for improvement (OFI).
• Writing clear, concise, and evidence-based nonconformity statements (NCs).
• Reviewing the audit findings with the auditee.

Unit 5: Reporting, Follow-up, and Audit Closure

• Preparing the integrated audit report structure and content.
• Conducting the closing meeting and presenting findings.
• Managing the audit record and document retention.

• Evaluating the adequacy and effectiveness of corrective actions.
• Verification and closure of nonconformities.
• Monitoring the performance of the IMS audit program.