Project title: ISO 9001 QMS Implementation Plan

Revision: yymmdd
Legend: Planned Actual  Completed C Client L Consultant
Time (h) Jan-22 Feb-22 Mar-22 Apr-22 May-22
No. Task Resp. E%C
Plan Act. 1 2 3 4 5 1 2 3 4 5 1 2 3 4 5 1 2 3 4 5 1 2 3 4 5
1 Project kickoff
2 Assign Project Lead 
3 Gap analysis 
4 Gap Report 
5 Develop Project Plan 
6 Define QMS media 
7 If SW, install application
8 Obtain standards 
9 System training
10 Develop Training Matrix
11 Develop Training Record
12 Executive Overview training 9001
13 How to Write Clear Procedures
14 Lean ISO Procedures Explained
15 >>> Document training
16 Documentation Management
17 QMS Structure (ToC)
18 Procedure Template
19 Documentation Management Procedure
20 Form Template Portrait
21 Form Template Landscape
22 Documentation Change Record
23 Documentation Change Record Log
24 Records Matrix
25 >>> Release documents
26 >>> Generate and compile records
27 Context
28 Context Matrix
29 Scope of the QMS
30 Company Profile (optional)
31 Applicable Standards and Regulations
32 Process Interaction Matrix
33 Leadership
34 Quality Policy
35 Customer Satisfaction Survey
36 Organizational Chart
37 Planning
38 Risks and opportunities (Context)
39 Quality Objectives (Context)

This document is maintained on the Company’s network. Page 1 OF 6

Template R01 The user to verify that this hard copy is of the latest revision. Printed 5/12/2022
 Project title: ISO 9001 QMS Implementation Plan
Revision: yymmdd
Legend: Planned Actual  Completed C Client L Consultant
Time (h) Jan-22 Feb-22 Mar-22 Apr-22 May-22
No. Task Resp. E%C
Plan Act. 1 2 3 4 5 1 2 3 4 5 1 2 3 4 5 1 2 3 4 5 1 2 3 4 5
40 Support
41 HR Process
42 Job descriptions
43 Infrastructure
44 PM List
45 PM procedures for main equipment
46 >>> Conduct and document PMs
47 Measuring Devices Log
48 Calibration Certificates, records
49 Training Matrix*exec. training)
50 >>> Conduct and document training
51 Operation
52 Contract Review Form
53 Design Procedure
54 Project Management Plan Template
55 Design Input - Output
56 Risk Analysis Procedure
57 FMEA Table
58 Validation Procedure
59 Purchasing Procedure
60 Purchase Order Form
61 Supplier Qualification Record
62 >>> Generate records for top 20
63 Product Identification Procedure
64 Material Handling Procedure
65 Production Procedures
66 Work Order
67 >>> TBD
68 Servicing Procedure
69 Service Record
70 Non-company Owned Property
71 Shipping Procedure
72 NC-CAR Procedure
73 NC-CAR Record
74 >>> Generate NC-CAR records

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Template R01 The user to verify that this hard copy is of the latest revision. Printed 5/12/2022
 Project title: ISO 9001 QMS Implementation Plan
Revision: yymmdd
Legend: Planned Actual  Completed C Client L Consultant
Time (h) Jan-22 Feb-22 Mar-22 Apr-22 May-22
No. Task Resp. E%C
Plan Act. 1 2 3 4 5 1 2 3 4 5 1 2 3 4 5 1 2 3 4 5 1 2 3 4 5
75 Performance evaluation
76 Audit Schedule
77 Audit Report Template
78 Audit Plan
79 >>> Conduct audits
80 Management Review Record Template
81 Business Review Matrix
82 >>> Conduct management reviews
83 Improvement
84 8-D Form Template
85 Certification
86 Select and approve registrar
87 Schedule certification audit
88 Certification audit Stage 1
89 Stage 1 audit CAR response
90 Pre-stage 2 internal audit
91 Stage 2 audit CAR response
92
93 >>> Project plan update

Consulting hourly rate ($/hour) 120

Cost (labor) 0 0

This document is maintained on the Company’s network. Page 3 OF 6

Template R01 The user to verify that this hard copy is of the latest revision. Printed 5/12/2022
 Project title: ISO 9001 QMS Implementation Plan
Revision: yymmdd
Legend:
Time (h)
No. Task Resp. E%C Current documents or processes Comments
Plan Act.
1 Project kickoff
2 Assign Project Lead
3 Gap analysis
4 Gap Report
5 Develop Project Plan
6 Define QMS media
7 If SW, install application
8 Obtain standards
9 System training
10 Develop Training Matrix
11 Develop Training Record
12 Executive Overview training 9001
13 How to Write Clear Procedures
14 Lean ISO Procedures Explained
15 >>> Document training
16 Documentation Management
17 QMS Structure (ToC)
18 Procedure Template
19 Documentation Management Procedure
20 Form Template Portrait
21 Form Template Landscape
22 Documentation Change Record
23 Documentation Change Record Log
24 Records Matrix
25 >>> Release documents
26 >>> Generate and compile records
27 Context
28 Context Matrix
29 Scope of the QMS
30 Company Profile (optional)
31 Applicable Standards and Regulations
32 Process Interaction Matrix
33 Leadership
34 Quality Policy
35 Customer Satisfaction Survey
36 Organizational Chart
37 Planning
38 Risks and opportunities (Context)
39 Quality Objectives (Context)

This document is maintained on the Company’s network. Page 4 OF 6

Template R01 The user to verify that this hard copy is of the latest revision. Printed 5/12/2022
 Project title: ISO 9001 QMS Implementation Plan
Revision: yymmdd
Legend:
Time (h)
No. Task Resp. E%C Current documents or processes Comments
Plan Act.
1 Project
40 Supportkickoff
41 HR Process
42 Job descriptions
43 Infrastructure
44 PM List
45 PM procedures for main equipment
46 >>> Conduct and document PMs
47 Measuring Devices Log
48 Calibration Certificates, records
49 Training Matrix*exec. training)
50 >>> Conduct and document training
51 Operation
52 Contract Review Form
53 Design Procedure
54 Project Management Plan Template
55 Design Input - Output
56 Risk Analysis Procedure
57 FMEA Table
58 Validation Procedure
59 Purchasing Procedure
60 Purchase Order Form
61 Supplier Qualification Record
62 >>> Generate records for top 20
63 Product Identification Procedure
64 Material Handling Procedure
65 Production Procedures
66 Work Order
67 >>> TBD
68 Servicing Procedure
69 Service Record
70 Non-company Owned Property
71 Shipping Procedure
72 NC-CAR Procedure
73 NC-CAR Record
74 >>> Generate NC-CAR records

This document is maintained on the Company’s network. Page 5 OF 6

Template R01 The user to verify that this hard copy is of the latest revision. Printed 5/12/2022
 Project title: ISO 9001 QMS Implementation Plan
Revision: yymmdd
Legend:
Time (h)
No. Task Resp. E%C Current documents or processes Comments
Plan Act.
1
75 Project kickoffevaluation
Performance
76 Audit Schedule
77 Audit Report Template
78 Audit Plan
79 >>> Conduct audits
80 Management Review Record Template
81 Business Review Matrix
82 >>> Conduct management reviews
83 Improvement
84 8-D Form Template
85 Certification
86 Select and approve registrar
87 Schedule certification audit
88 Certification audit Stage 1
89 Stage 1 audit CAR response
90 Pre-stage 2 internal audit
91 Stage 2 audit CAR response
92
93 >>> Project plan update

Consulting hourly rate ($/hour) 120

Cost (labor) 0 0

This document is maintained on the Company’s network. Page 6 OF 6

Template R01 The user to verify that this hard copy is of the latest revision. Printed 5/12/2022