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Quest Training

Integrated Management Systems (IMS) Lead Auditor Training Course

Prepares lead auditors to audit integrated management systems that combine ISO 9001, ISO 14001 and ISO 45001 in one coordinated, less duplicated framework.

QRA · Quality Auditing, Risk & ImprovementAll Levels#2883ClassroomEnglish , Arabic
Duration
5 Days
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Free substitution at any time · 30+ days' notice: full refund minus 10%. Cancellation policy

Sectors:Quality Management & Operational ExcellenceCategories:Quality Auditing, Risk & Improvement

Course Overview

Integrated Management Systems (IMS) enable organizations to combine multiple management system standards into a coordinated framework, reducing duplication, improving operational consistency, and strengthening organizational performance. Integrating standards such as ISO 9001 for Quality Management, ISO 14001 for Environmental Management, and ISO 45001 for Occupational Health and Safety allows organizations to manage risks, compliance obligations, processes, and performance through a unified approach. This course develops the knowledge and practical auditing skills required to plan, conduct, report, and follow up on integrated management system audits. Participants will explore the common structure of ISO management system standards, integrated audit planning, risk-based approaches, audit sampling, evidence collection, nonconformity evaluation, and corrective action verification. The programme also addresses audit team leadership, auditor competence, stakeholder communication, and the coordination of audit activities across multiple management system disciplines. Through practical exercises, case studies, and simulated audit scenarios, participants will learn how to lead integrated audits, evaluate the effectiveness of combined management systems, identify cross-functional risks, and produce clear, evidence-based audit reports. The course emphasizes audit consistency, professional judgement, compliance evaluation, and continual improvement across quality, environmental, and occupational health and safety management.

Learning Objectives

  • Explain the principles, structure, and benefits of Integrated Management Systems.
  • Interpret the requirements and common elements of ISO 9001, ISO 14001, and ISO 45001.
  • Apply auditing principles and risk-based methodologies to integrated management system audits.
  • Develop integrated audit programmes, plans, checklists, and sampling approaches.
  • Lead audit teams and coordinate audit activities across multiple management system disciplines.
  • Conduct interviews, document reviews, process observations, and evidence verification.
  • Evaluate conformity and identify nonconformities, systemic weaknesses, and improvement opportunities.
  • Assess integrated risks, compliance obligations, operational controls, and management system performance.
  • Prepare audit reports and communicate findings to relevant stakeholders.
  • Verify corrective actions and evaluate the effectiveness of integrated management systems.

Who Should Attend

Lead Auditors and Internal Auditors Quality, Environmental, and Occupational Health and Safety Managers Integrated Management System Coordinators and Representatives Compliance, Risk Management, and Governance Professionals HSE and Quality Assurance Specialists Operations Managers and Process Owners Management System Consultants and Implementation Specialists Supplier Auditors and Certification Preparation Teams Professionals responsible for auditing, maintaining, or improving integrated management systems

Learning Outcomes

  • Explain the structure and integration principles of ISO management system standards.
  • Identify common requirements and discipline-specific controls within an IMS.
  • Establish an integrated audit programme based on organizational risks, priorities, and compliance obligations.
  • Prepare coordinated audit plans and checklists covering multiple management system requirements.
  • Lead opening and closing meetings and manage audit team responsibilities.
  • Collect and evaluate objective evidence across integrated processes.
  • Identify nonconformities and distinguish isolated failures from systemic issues.
  • Evaluate operational controls, legal compliance, risk management, and performance monitoring.
  • Prepare structured audit reports with clear findings and conclusions.
  • Verify corrective action effectiveness and recommend improvements to the integrated management system.

Course Outline

Day 1

Integrated Management Systems and Audit Principles

  • Fundamentals, purpose, and business benefits of Integrated Management Systems.
  • Overview of ISO 9001, ISO 14001, and ISO 45001 requirements.
  • Understanding the Harmonized Structure used in ISO management system standards.
  • Common requirements, shared processes, and discipline-specific obligations.
  • Organizational context, leadership, planning, support, operation, performance evaluation, and improvement.
  • Risk-based thinking and the integration of quality, environmental, and occupational health and safety risks.
  • Audit principles, auditor ethics, impartiality, confidentiality, and evidence-based evaluation.
  • Practical Exercise: Analyze an organization’s management system structure and identify opportunities to integrate processes, controls, and audit requirements.
Day 2

Integrated Audit Programme Development and Planning

  • Establishing audit objectives, scope, criteria, and responsibilities.
  • Developing an integrated audit programme based on risk, performance, and compliance priorities.
  • Reviewing organizational processes, previous audit results, and management system documentation.
  • Mapping integrated processes and identifying shared controls and interfaces.
  • Preparing integrated audit plans, checklists, schedules, and working documents.
  • Determining audit methods, sampling approaches, and evidence requirements.
  • Selecting audit team members and allocating responsibilities according to competence.
  • Planning resources, communications, and audit logistics.
  • Practical Exercise: Develop an integrated audit programme and a detailed audit plan covering quality, environmental, and occupational health and safety requirements.
Day 3

Conducting Integrated Audits and Leading Audit Teams

  • Preparing and conducting opening meetings.
  • Leading audit teams and coordinating interviews, observations, and document reviews.
  • Applying process-based auditing across integrated management system activities.
  • Interviewing management, employees, contractors, and process owners.
  • Collecting and verifying objective evidence against defined audit criteria.
  • Evaluating operational controls, environmental aspects, occupational hazards, and quality risks.
  • Managing audit sampling, conflicting evidence, and communication challenges.
  • Maintaining audit trails and documenting findings accurately.
  • Practical Exercise: Lead a simulated integrated audit of a selected operational process, coordinating audit activities and collecting evidence against multiple ISO requirements.
Day 4

Audit Findings, Reporting, and Corrective Action Management

  • Evaluating evidence and determining conformity with applicable requirements.
  • Identifying nonconformities, systemic weaknesses, and opportunities for improvement.
  • Distinguishing isolated incidents from failures affecting multiple management system disciplines.
  • Writing clear, objective, and evidence-based audit findings.
  • Assessing the significance and potential consequences of nonconformities.
  • Conducting closing meetings and communicating audit conclusions.
  • Preparing integrated audit reports and documenting evidence, conclusions, and limitations.
  • Reviewing root cause analysis, corrective action plans, and effectiveness verification.
  • Practical Exercise: Analyze simulated audit evidence, classify findings, prepare an integrated audit report, and assess proposed corrective actions.
Day 5

Audit Follow-Up, IMS Performance, and Continual Improvement

  • Planning follow-up audits and verifying corrective action implementation.
  • Evaluating corrective action effectiveness and determining closure of nonconformities.
  • Reviewing integrated management system performance indicators and audit trends.
  • Evaluating compliance obligations, operational controls, and risk treatment effectiveness.
  • Assessing management review inputs and outputs relevant to integrated system performance.
  • Identifying opportunities to streamline processes and reduce duplicated controls.
  • Evaluating auditor competence, audit programme effectiveness, and improvement needs.
  • Developing recommendations and action plans for continual improvement.
  • Practical Exercise: Prepare an IMS audit follow-up and improvement plan covering corrective action verification, risk priorities, performance indicators, and recommendations for strengthening the integrated management system.

Upcoming Dates

Selected date

Paris · 13 – 17 Sept 2027 · Classroom

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