14. Work Instructions
Work instructions are the detailed, step-by-step instructions that are
specific to your company’s individual work processes. Our ISO 9001:2008 All in One Packages and Toolkit
includes an easy to fill-in Work Instructions Template, as well as
sample work instructions for the planning of new projects, products and
services. The work instructions template and sample, together with our
“Easy ISO 9001 Implementation Guidebook” will make it very easy for
your departments to establish their own work instructions where
necessary. 4 Pages − MS Word Document 
15. Collection of 24 Important ISO 9001 Forms & Checklists
Our “Collection of 24 Important ISO 9001 Forms and Checklists” make the
ISO 9001 implementation and the compliance to ISO 9001 requirements so
much easier as each allows you to meet one, two or several ISO 9001 requirements in one easy step.
These innovative forms and checklists are professionally designed for
ease of use: they are self-explanatory and they “walk” the user through
an entire process (for example, the corrective action process). Due to
this special feature, our forms often completely replace work instructions.
All forms are ready for use either as paper form or electronic form.
Though they can be customized if needed, you will likely only want to
enter your company name and logo. Form 1: Planning Checklist
The “Planning Checklist” is a 10-step checklist for the planning of new
processes, products or services. This important ISO 9001 checklist
makes meeting the ISO 9001 requirements on quality planning very easy –
you don't even need to refer to the “ISO 9001 Quality Manual with
Quality Procedures”.
3 Pages − MS Word Document
 Form 2: Corrective and Preventive Action Plan
Our “Corrective and Preventive Action Plan” form (short, “CAP”) walks
the user through the entire corrective action process or the entire
preventive action process – it is not necessary to refer to separate
instructions. The corrective action process is a key ISO 9001
requirement; using our self-explanatory form makes meeting this
requirement particularly easy.
1 Page − MS Word Document
Form 3: Customer Complaint Resolution
Form Resolving a customer complaint professionally can turn a
disgruntled customer into a satisfied and loyal customer. Our “Customer
Complaint Resolution Form” ensures that no opportunity is missed to
properly resolve every customer complaint. The form includes brief work
instructions to ensure that all aspects of this important ISO 9001
requirement are met.
1 Page − MS Word Document
Form 4: Customer Survey
Finding out what your customers really think of your business is not
only crucial if you want to stay ahead of your competition but it is
also a key ISO 9001 requirement. Use our innovative “Customer Survey”
form as a template to easily design your company-specific survey that
allows you gain much customer feedback without taking much of your
customers’ time.
1 Page − MS Word Document
Form 5: Supplier Review Form
The “Supplier Review Form” is designed to make the selection of new
suppliers more efficient. With this form, it is easy to focus on the
most important features of any new supplier and compare several
suppliers. The “Supplier Review Form” makes it very easy to meet the
ISO 9001 requirement for supplier selection.
1 Page − MS Word Document
Form 6: Supplier Disqualification Form
The “Supplier Disqualification Form” is used to handle problems with an
established supplier and to eventually disqualify this supplier; the
form also contains a section on re-qualification of such a supplier.
The “Supplier Disqualification Form” is user-friendly and allows you to
meet yet another ISO 9001 requirement with ease.
1 Page − MS Word Document
Form 7: Pre-Employment Checklist
The “Pre-Employment Checklist” is designed to make your hiring process
more consistent and avoid missing important steps during the employee
selection and hiring process. Easily customize this template to meet
the requirements specific to your company.
1 Page − MS Word Document
Form 8: Employment Checklist
Hiring a new employee usually requires various documents, ranging from
government requirements to company internal requirements. Use the
“Employment Checklist” to make the employment process easy for the
hiring manager, and to ensure that consistently all required documents
are in place for each new employee.
1 Page − MS Word Document
Form 9: New Employee Training Plan
New employees typically require company-specific training and
introduction to the company. The “New Employee Training Plan” is
designed to consistently provide the needed training to new employees,
keep a record of the training, and, thus, meet a key ISO 9001
requirement with ease.
1 Page − MS Word Document
Form 10: On-The-Job Training Plan
Many companies that provide on-the-job training struggle with the ISO
9001 requirements that call for training plans and training records.
Our “On-The-Job Training Plan” allows you to easily meet these
important ISO 9001 requirements virtually within a few moments.
1 Page − MS Word Document
Form 11: Employee Evaluation
The “Employee Evaluation” form is used for the periodic employee review
– but it is more than just a regular employee appraisal: we included
several sections to cover a spectrum of ISO 9001 requirements in one
easy step. Our innovative “Employee Evaluation” saves you much time and
efforts during the ISO 9001 implementation and in meeting ISO 9001
requirements.
4 Pages − MS Word Document
Form 12: Job Description
Our comprehensive “Job Description” form allows you to easily meet
various ISO 9001 requirements in one easy step. The form includes
various comment fields that help filling out the form (the comment
fields can be hidden so that they don't show up on print-outs of the
completed form).
2 Pages − MS Word Document
Form 13: Employment Termination Checklist
Many companies are increasingly afraid of firing employees because of
the risk of lawsuits. Our “Employment Termination Checklist” is
designed to minimize this risk as it includes a 15-point checklist that
requires the firing manager to meet important requirements before
terminating an employee. In addition, our “Employment Termination
Checklist” includes a checklist used after an employee is terminated.
2 Pages − MS Word Document
Form 14: Training Plan
This professionally designed “Training Plan” template allows you to not
only meet the three ISO 9001 requirements for the planning of training,
evaluation of training, and training records easily; it also requires
to consider the benefits to the company before actually approving a
training request. The “Training Plan” has a double benefit: it allows
you to very easily meet three key ISO 9001 requirements, and it
potentially saves your company much unnecessary training expenses.
1 Page − MS Word Document
Form 15: Training Evaluation Form
The “Training Evaluation Form” is designed to allow your employees
evaluate training sessions by focusing on the benefits to the company.
Use this form to make your in-house training more efficient and to
evaluate training providers. The “Training Evaluation Form” can be used
to easily demonstrate compliance to several ISO 9001 requirements:
supplier evaluation, evaluation of the effectiveness of training, and
continual improvement.
1 Page − MS Word Document
Form 16: Training Record Form
Our “Training Record Form” is more than a sign-in sheet to keep the ISO
9001 required training records. We specifically designed the “Training
Record Form” to focus on training objectives and potential follow-up
training, in addition to easily establishing all ISO 9001 required
training records in one easy step.
1 Page − MS Word Document
Form 17: ISO 9001 Management Review Form
The “ISO 9001 Management Review Form” is a particularly valuable form:
it is used to keep a record of the ISO 9001 required Management Review
Meetings, it includes the agenda points of the ISO 9001 Management
Review Meetings, and it includes action plans that allow for easy
follow-up. Using our “ISO 9001 Management Review Form” will allow you
to meet several ISO 9001 requirements very easily; in addition, you
will be able to avoid a typical ISO 9001 audit non-compliance.
3 Pages − MS Word Document
Form 18: Meeting Notes Template
The “Meeting Notes Template” is designed to help you gain more benefits
from any meetings. Use this simple form to not only keep meeting
minutes but to end your meeting with a specific action plan.
1 Page − MS Word Document
Form 19: Archive Label
The “Archive Label” is used to identify file storage boxes and to
easily meet the ISO 9001 requirements for record retention and record
destruction. You will find this easy-to-use label to be an enormous
time-saver.
1 Page − MS Word Document
Form 20: Record Retention Guide
ISO 9001 contains specific requirements for record retention. Our
“Record Retention Guide” is a very valuable template enabling you to
easily establish your company’s own record retention policy and making
it available to all staff, thus easily meeting another key ISO 9001
requirement.
9 Pages − MS Word Document
Form 21: Receiving Inspection Template
Virtually all companies receive raw materials, parts or other items
that are crucial for the company's production or service provision. Use
the "Receiving Inspection Template" to create your own instructions and
checklist for the inspection of important items received. The
"Receiving Inspection Template" can easily be customized to include
your specific inspection criteria, inspection method (100% inspection
or sampling method) and much more. Use this form to save your company
the often severe consequences of using faulty raw materials and parts,
and meet another key ISO 9001 requirement with ease.
1 Page − MS Word Document
Form 22: Final QC Inspection Template
The "Final QC Inspection Template" is used for a quality control
inspection of your products prior to release to the customer. This
template is easy to customize to include your specific inspection
criteria and inspection method, instructions for handling QC-failed
products, notification of supervisors, and labeling of QC-passed
products. The "Final QC Inspection Template" can also be used for other
QC inspections during the production process, or for inspections of
crucial documentation that accompany your service provision; this
template, therefore, makes it easy to meet several ISO 9001
requirements.
2 Pages − MS Word Document
Form 23: Calibration Log
Use the "Calibration Log" to meet the requirements of ISO 9001:2008
section 7.6 with ease. If your company uses any kind of
measurement equipment to ensure that its products are in compliance
with all requirements, you have to have a written calibration program
in place and keep records. The "Calibration Log" makes it easy
for you: just fill in the self-explanatory form and you have both the
calibration program and the calibration records.
4 Pages − MS Word Document
Form 24: Engineering Change Request Form
The "Engineering Change Request Form" (ECR) is used to have engineering
evaluate a concern or improvement suggestion. The "Engineering
Change Request Form" is very comprehensive; it includes a section to
describe the requested changes (including sketches), a section on
effects on products and assemblies, a section for the evaluation and
much more. Using this form will save you much time and prevent
mistakes.
3 Pages − MS Word Document
16. Set of 10 Employee Newsletters
This “Set of 10 Employee Newsletters” is designed to educate all
employees in ISO 9001, to keep them involved in ISO 9001 and to keep
them aware of the company-wide ISO 9001 implementation effort. Employee
acceptance and involvement is crucial for the success of ISO 9001, and
this series of easy-to-read and eye-opening newsletters will make a
great contribution.
Topics include updates on the ISO 9001 implementation project, changes
to corporate procedures, ISO 9001 facts, flowcharting basics, document
control tips, and much more. 10 Newsletters (each 1 or 2 pages) − MS Word Documents
17. PowerPoint Presentation “ISO 9001 for Everybody”
This professionally designed PowerPoint presentation is a great tool to
keep employees and management involved in the ISO 9001 implementation
and train them in important ISO 9001 issues.
Topics of “ISO 9001 for Everybody” include: What is ISO 9001, Quality
Management versus Quality Control, Process Approach, Documentation
Requirements, Factors for Success, How to implement ISO 9001, Writing
Instructions, and many more. 17 Slides − MS PowerPoint 
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