Description
An Integrated Management System (IMS) toolkit is a comprehensive collection of resources, tools, templates, and guidance materials designed to help organizations implement and manage an Integrated Management System effectively. The toolkit is specifically created to support the integration of multiple management systems, such as ISO 9001 (Quality Management), ISO 14001 (Environmental Management), and ISO 45001 (Occupational Health and Safety Management), into a single, streamlined framework.
Key Documentation of an IMS Toolkit:
The IMS documentation structure, similar to other standards, encompasses key documents such as policies, identification of processes, procedures, forms, and templates, as well as inspection and audit checklists. In the following, we will introduce you to the key documentation of an IMS toolkit, which includes the following items and will be available to you in the form of Word and Excel files after purchase and download:
IMS Policy:
One of the most important documents of the integrated management system is the IMS policy, which is designed in such a way that it covers the requirements of the three standards and is able to meet the quality, safety, and environmental goals of the organization. In this package, you will find an example of integrated quality, environmental, and safety policies
Templates and Forms:
Another key component of IMS documentation is the use of templates and forms for collecting information, performance evaluation, internal auditing, analyzing data, reporting performance, and subsequently maintaining records of the integrated management system’s implementation.
Download the free IMS form template PDF
Provided below is an example of a continuous improvement form available in both Word and PDF formats, pertaining to integrated management systems.
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Free download the continual improvement template Link1: Link2: |
IMS Procedures:
Another crucial document within the IMS documentation package is the set of procedures. These procedures establish structured and coherent frameworks that encompass standard requirements, organizational needs, and legal and regulatory obligations in the areas of quality, safety, and the environment. They serve as a comprehensive guide for implementing the integrated management system.
The procedures outline how processes should be executed and provide specific forms and templates for recording reports and maintaining records within the integrated management system.
Download the free IMS procedure template PDF
Provided below is the legal requirements procedure, available in PDF format, as an example of IMS documentation related to integrated management systems.
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Legal requirements procedure free download Download link: PDF |
Identification of processes
In fact, the process identification within the Integrated Management System (IMS) defines its overall structure, specifying the inputs, outputs, and activities associated with each process. Additionally, within the processes, performance indicators and acceptance criteria are determined, and the risks of not achieving the desired performance are assessed.
Process name: process type process owner:
| No. | Inputs | From | Activities | related documents | Outputs | To |
| 1 |
requirements
diversity aspects (e.g. gender, language, culture, literacy,
the views of
compliance obligations |
standards organization Interested parties
employees
External interested parties
Environmental monitoring and measurement |
Reviewing the Internal Requirements of the Organization a) What will be communicated. |
Communication procedure |
internal communication matrix
external communication matrix |
processes (organization unites)
external interested parties (Customers – suppliers- contractors- Government institutions) |
Is the definition and development of IMS processes necessary?
The ISO 9001, ISO 14001, and ISO 45001 standards clearly emphasize, in clause 4.4, the establishment, implementation, maintenance, and continual improvement of management systems related to quality, occupational health and safety, and environmental management, including their associated processes. However, ISO 9001, in the same clause, specifically highlights the importance of maintaining documented information to support the operation of processes and to ensure that they are executed in accordance with the established plan.
ISO 9001 requirements for processes
4.4 Quality management system and its processes
4.4.1 The organization shall establish, implement, maintain, and continually improve a quality management system, including the processes needed and their interactions, in accordance with the requirements of this International Standard.
The organization shall determine the processes needed for the quality management system and their application throughout the organization, and shall:
a) determine the inputs required and the outputs expected from these processes;
b) determine the sequence and interaction of these processes;
c) determine and apply the criteria and methods (including monitoring, measurements, and related performance indicators) needed to ensure the effective operation and control of these processes;
d) determine the resources needed for these processes and ensure their availability;
e) assign the responsibilities and authorities for these processes;
f) address the risks and opportunities as determined in accordance with the requirements of 6.1;
g) evaluate these processes and implement any changes needed to ensure that these processes achieve their intended results;
h) improve the processes and the quality management system.
4.4.2 To the extent necessary, the organization shall:
a) maintain documented information to support the operation of its processes;
b) retain documented information to have confidence that the processes are being carried out as planned.
ISO 14001 requirements for processes
4.4 Environmental Management System
To achieve the intended outcomes, including enhancing its environmental performance, the organization
shall establish, implement, maintain, and continually improve an environmental management system,
including the processes needed and their interactions, in accordance with the requirements of this
International Standard.
The organization shall consider the knowledge gained in 4.1 and 4.2 when establishing and maintaining
The environmental management system.
ISO 45001 requirements for processes
What are the IMS documentation requirements?
In general, the requirements of IMS documentation encompass those of the following three standards: Quality Management System (ISO 9001), Environmental Management System (ISO 14001), and Occupational Health and Safety Management System (ISO 45001). The implementation of all or part of these requirements depends on the type of organization, its products and services, the nature of its operational processes, and the demands of stakeholders, which vary from one organization to another.
The IMS Implementation Guide
The IMS Implementation Guide is a comprehensive reference for organizations aiming to implement and deploy an Integrated Management System (IMS). It aligns with ISO 9001:2015, ISO 14001:2015, and ISO 45001:2018, providing structured guidance and practical examples. Introduced as an addendum to the IMS Integrated Package, the guide is available for download in Word format. It comprises 204 pages with a file size of 758 KB, including summaries of each standard clause, deployment methods, and examples of completed records.
Immediate Access and Word Format
The guide is delivered in editable Word format, allowing organizations to adapt and deploy content directly into their management system. It is accessible immediately after the purchase and download process, facilitating rapid deployment across operational levels.
Practical Deployment with Completed Forms
Completed System Forms
The guide includes 112 pages of completed system forms that demonstrate the deployment of processes, procedures, and records in a manufacturing scenario.
Areas Covered
Forms address key areas such as:
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Quality control
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Environmental monitoring
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Occupational health and safety inspections
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Nonconformity reporting
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Corrective action management
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Emergency response drills
These examples serve as authoritative references that organizations can directly adapt and deploy into their own IMS.
Deployment Aligned with ISO Standards
Process Approach and Risk-Based Thinking
The guide follows the process approach, risk-based thinking, and the PDCA cycle, guiding organizations through:
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Deployment of policy, objectives, and planning
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Identification of context and interested parties
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Determination of risks and opportunities
Operational Deployment
It also covers operational control, monitoring, measurement, compliance evaluation, hazard and impact assessment, and emergency preparedness. Completed forms provide evidence of conformity and demonstrate effective IMS deployment.
Benefits of the IMS Implementation and Deployment Guide
The guide provides a practical solution for the implementation and deployment of an IMS, enhancing the IMS Integrated Package. Organizations can use it as:
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A supplementary deployment manual
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A reference tool for ISO 9001, ISO 14001, and ISO 45001 compliance
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Support for continual improvement and sustainable performance
Additional Advantages
Using the guide also offers significant organizational benefits, including:
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Reduced consulting costs by providing ready-to-use guidance and examples
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Faster implementation of IMS processes and procedures
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Facilitated certification, supporting compliance and audit readiness
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Free IMS Implementation Guide download – 23 pages Download link: PDF |
Henry walker –
I am thoroughly impressed with the quality and effectiveness of the IMS toolkit acquired.
Asif Muhammad –
Thank you for this toolklt,
The IMS package is very useful, the processes are fully comprehensively described and procedures are effectively available.