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Quality, ISO and Compliance Consulting

ISO certification and management systems. Start each job from a ready-made project with its milestones, tasks and client documents already in place.

Templates
3
Milestones
11
Tasks and sub-tasks
18
Documents to collect
7

Look inside the templates

These are the projects a new firm gets on day one. Pick one to see how the work and the fee are laid out.

Process improvement project

Mapping and improving a business process, then supporting the change until it sticks.

  • Time and materials
  • 60 days
  • 3 milestones
  • 5 tasks
  • 2 documents

Billed on time spent, so these milestones track the work rather than the fee.

Milestones and tasks

  1. Day 15Current state mapped
    • Map the current process and measure itConsultant
  2. Day 45New process live
    • Root causes and improvement ideasConsultant
    • Design the new process and SOPsConsultant
    • Train the team and go liveConsultant
  3. Day 60Results reviewed
    • Measure results and hand overManager

Document checklist

  • Signed proposalFrom the client 路 day 0 路 compulsory
  • Approved SOPsFrom the client 路 day 35 路 compulsory

ISO 27001 implementation

Building an information security management system and preparing for ISO/IEC 27001 certification.

  • Fixed price
  • 120 days
  • 4 milestones
  • 7 tasks
  • 3 documents

Milestones and tasks

  1. Day 15Gap assessment
    • Scope and gap assessmentConsultant
  2. Day 75Policies and controls in place
    • Risk assessment and treatment planConsultant
    • Statement of applicability and policiesConsultant
    • Implement controls and awareness trainingConsultant
  3. Day 95Internal audit and management review
    • Internal auditAuditor
    • Management reviewConsultant
  4. Day 120Certification audit
    • Support stage 1 and stage 2 auditsConsultant

Document checklist

  • Signed proposalFrom the client 路 day 0 路 compulsory
  • Approved information security policyFrom the client 路 day 60 路 compulsory
  • Certification body contractFrom the client 路 day 90 路 compulsory

ISO 9001 implementation

Setting up a quality management system and preparing for ISO 9001 certification.

  • Fixed price
  • 90 days
  • 4 milestones
  • 6 tasks
  • 2 documents

Milestones and tasks

  1. Day 10Gap analysis
    • Gap analysis against ISO 9001Consultant
  2. Day 55System documented and running
    • Quality policy, objectives and process mapsConsultant
    • Procedures, formats and recordsConsultant
    • Train staff and run the systemConsultant
  3. Day 70Internal audit and management review
    • Internal audit and management reviewAuditor
  4. Day 90Certification audit
    • Support stage 1 and stage 2 auditsConsultant

Document checklist

  • Signed proposalFrom the client 路 day 0 路 compulsory
  • Certification body contractFrom the client 路 day 65 路 compulsory

Templates are starting points, not professional advice. Rules and due dates change, so check them against your own practice. They're yours to edit.

Example

How a firm like yours could run it

A firm like this

Four consultants help small manufacturers and service firms get ISO 9001 and ISO 27001 certified, then support them through surveillance audits.

A typical month

Each client project moves through gap analysis, documentation, implementation, internal audit and management review. The checklist shows exactly which approvals and records the client still owes. Each stage is invoiced when complete, and the stage 2 audit is planned only once the internal audit and management review are done.

Where the work gets hard

  • Projects stalled waiting for clients' approvals and evidence.
  • The certification audit was sometimes booked before the system had run long enough.
  • Staged fees were invoiced late.

What MSMEPulse gives you

  • Client delays are visible, with dates and owners.
  • Certification audits are booked when the client is ready.
  • Each stage is billed as it's completed.

Read the full example

What happens when you start a project

Real dates and amounts

Enter the start date and contract value, and preview every milestone before anything is created.

Real people

Roles like Manager or Junior are filled with your team when the project starts.

Documents chased

A milestone can't be closed while a compulsory document is missing, unless a manager overrides it with a reason.

Your way of working

Edit any template, or save a finished project as a new one.

Guides for this industry

Related industries

Start with these projects already set up

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