Certification planner / ISO 9001

How do you get ISO 9001 certification?

Quality management system: customer satisfaction, process control and continual improvement. The most widely held ISO certification and often a requirement in tenders. Answer the questions, and we'll map out the stages, timeline and documents you need to prepare for your business, with the reasoning behind each one.

3–6 monthstypical preparation time 59documents in the library 7stage

Your personal roadmap

Free · no sign-up required · about 2 minutes

Describe your main products and services, your customers and how you work in a few sentences.
E.g. metal processing, software, logistics, food production, consulting
Office, factory, warehouse, construction site — all addresses to be included in the certification scope.
Accreditation bodies and legal requirements vary by country.
Do you design or develop your own products or services? If no, clause 8.3 (design and development) can be excluded with justification.
Do you use measuring instruments that require calibration? Such as calipers, scales, thermometers; clause 7.1.5.

Your answers are processed with AI solely to prepare your roadmap.

ISO 9001 certification steps

  1. Scope and gap analysisDefine the certification scope and locations, and identify the gaps between your current practices and the standard.
  2. Leadership, policy and objectivesTop management commitment, policy, roles and measurable objectives.
  3. Risks and standard-specific analysesRisks and opportunities; depending on the standard, environmental aspects, information security risks or business impact analysis.
  4. DocumentationPrepare, approve and publish procedures, work instructions, forms and lists tailored to your business.
  5. Implementation and recordsOperate the system; build up records such as training, calibration, suppliers and corrective actions.
  6. Internal audit and management reviewAudit the system yourself, close the findings and conduct the management review.
  7. Certification auditStage 1 (documentation) and Stage 2 (implementation) audits by an accredited body, followed by the certificate.

Documents required for ISO 9001

The mandatory set from the KaliteGO library. Each one is generated as docx/xlsx, filled in with your company details.

  • DD.1Context Document
  • DD.2Scope and Boundaries Document
  • DD.3IMS Process Setup Document
  • DD.4Leadership Management Document
  • DD.5Support Resource Management Document
  • DD.7Quality Manual and Process Interaction Map
  • DD.9Applicability and Out-of-Scope Justification Supporting Document
  • FR.1Context (Internal and External Issues) Form
  • FR.18Maintenance Tracking Form
  • FR.2Process Interaction Form.
  • FR.25Reference Check Form
  • FR.26Candidate Evaluation Form - General
  • FR.3Internal Communication Form
  • FR.30Training Attendance and Evaluation Form
  • FR.35Warning Notice Form
  • FR.36Disciplinary Committee Decision Report Form
  • FR.4Meeting Minutes Form
  • FR.41Quotation and Contract Review Form
  • FR.43Customer Complaint Record and Evaluation Form
  • FR.44Nonconforming Output Report
  • FR.5Internal Audit Report
  • FR.6Goal and Objective Tracking Form
  • FR.7Change Request and Tracking Form
  • FR.8Corrective Action Form
  • FR.9Performance Monitoring and Tracking Form.
  • GT.EK.3ISMS Responsibilities of Managers and Supervisors
  • LS.1Current Documents and Revision Tracking List
  • LS.11Supplier Tracking and Evaluation List.
  • LS.14Legal and Other Requirements List
  • LS.15Breakdown and Maintenance Tracking List
  • LS.18Measuring Equipment Inventory and Calibration Plan
  • LS.2Interested Parties and Stakeholder Analysis List.
  • LS.4Opportunity Planning Tracking List
  • LS.7Corrective Action Tracking List
  • LS.8Improvement Tracking List
  • PL.8Risk Analysis, Assessment and Treatment Plan - IMS
  • PO.25Quality Policy
  • PR.1Control of Documented Information and Records Procedure
  • PR.10Purchasing Procedure
  • PR.11Physical Control and Security Procedure
  • PR.12Maintenance Procedure
  • PR.13Human Resources Procedure
  • PR.14Training and Awareness Management Procedure
  • PR.2Risk and Opportunity Management Procedure
  • PR.29Customer Relations and Contract Review Procedure
  • PR.3Change Management Procedure
  • PR.31Control of Production and Service Provision Procedure
  • PR.32Control of Monitoring and Measuring Resources (Calibration) Procedure
  • PR.33Customer Satisfaction and Complaint Management Procedure
  • PR.34Control of Nonconforming Outputs Procedure
  • PR.4Communication Management Procedure
  • PR.6Internal Audit Procedure
  • PR.7Management Review Procedure.
  • PR.8Improvement, Nonconformity and Corrective Action Procedure
  • PR.9Goals, Objectives and Performance Monitoring Procedure
  • TL.1Document Writing Format and Coding Work Instruction.
  • TL.2Supplier Evaluation Work Instruction
  • TL.8Customer Property and Product Preservation Work Instruction
  • ŞM.01Organization Chart

Frequently asked questions

How long does ISO 9001 certification take?

For most SMEs, 3–6 months. The timeline depends on your headcount, locations and current practices. The system needs to run long enough to generate records (usually 2–3 months), followed by an internal audit, a management review and the certification body's Stage 1 and Stage 2 audits.

Which documents are required for ISO 9001?

The standard explicitly requires certain documented information: scope, policy, objectives, procedures and records. The KaliteGO library has 59 document templates for ISO 9001; the planner explains which of them your business needs, and why.

Does KaliteGO issue the certificate?

No. The certificate is issued by an accredited certification body following the audit. KaliteGO gets you ready for the audit: documents, records, internal audit and management review.

Can I prepare without a consultant?

Yes. Most small and medium-sized businesses can prepare with a guided roadmap and ready-made templates. Consultants also use KaliteGO to manage multiple clients.