Training Materials and Lesson Plans (ISO 9001) Example | eiso AI Management System Platform

▶ See the output created with this function right away. Preview of the example output for Company A

ISO 9001:2026 transition training created with Training Materials and Lesson Plans: example of a representative company
Training Materials and Lesson Plans is an AI AX function that creates training materials based on the training materials organized by AGENT Co., Ltd. You receive the training materials your customer requires as a PPT presentation or a Word textbook. Just choose the subject, audience and duration, and a draft including slides, instructor script, practice cases and assessment questions is produced at once.

ISO 9001 has been revised to the 2026 edition. According to the schedule posted on the website, publication is 2026-09 and the transition deadline is 2029-09 (confirmed from the resolution of the IAF (International Accreditation Forum) and notices from certification bodies). Therefore every certified company needs training to communicate the revisions. There are four points to pay particular attention to in transition training.
1. Divide by audience: for top management, the transition plan and responsibilities; for department heads and quality staff, what has changed clause by clause; for the shop floor, what changes in their own work.
2. Competence (7.2): determine the competence of the people who will handle the changed requirements, evaluate it after training and keep it as a record.
3. Awareness (7.3): communicate again the quality policy and quality objectives, each person's contribution, and the consequences of not complying with the requirements.
4. Together with document revision: use the documents and forms revised through Response to Standard Revisions as they are in the training materials.
Note: Check the details of the revisions against the published original text of ISO 9001:2026. The AI marks revision details it is not sure about as "to be confirmed".
Approach to creating training materials for a general company
Representative company model (fictional)Electronics company: assembly of small household appliances, 60 employees (45 on the shop floor, 15 in the office), holds ISO 9001 and ISO 14001 (2015 edition) certification, preparing for the 2026 edition transition. 6 department heads, 4 internal auditors.

1Training plan1 dayDecide who is taught what (audience, subject, duration). Use the diagnosis result of Response to Standard Revisions (the documents that change) as the scope of the training.
Standard Revision Response
2Input5 minEnter the subject and topic, and choose the output format, audience, duration and what to create together. Enter the company's processes in "Industry and organizational characteristics".
Training Materials and Lesson Plans
3AI lesson plan draftA few minutesReceive slides, instructor notes, practice cases and assessment questions based on the training materials, and download them as PPT (.pptx).
Training Materials and Lesson Plans
4Human reviewHalf a dayConvert them into the company's documents and cases, and confirm the revision details by checking them against the original text of ISO 9001:2026.
5Training, assessment and recordsTraining dayAfter the training, check understanding with the assessment questions, and keep the training records as evidence of competence.
ICT Management System Operation Guide

A lesson plan draft for one subject takes a few minutes, and refining it with the company's cases and finalizing it takes half a day to one day (example). The same subject can be created several times by changing only the audience.
ISO 9001:2026 transition training plan of a representative company (example)

Training	Audience	Duration	Output format	To create together
Overview of the ISO 9001:2026 revision and the transition plan	Managers and top management	1 hour	PPT presentation	Instructor script
What has changed clause by clause and where our documents need to be revised	Practitioners (department heads and quality staff)	2 hours	PPT + Word	Practice cases, assessment questions
What changes on the shop floor: nonconformity and change control	Practitioners (shop floor foremen)	1 hour	PPT presentation	Practice cases
Quality awareness (policy, objectives and my role)	New employees	1 hour	PPT presentation	Assessment questions
ISO 9001:2026 internal auditor transition	Internal auditors	4 hours	PPT + Word	Instructor script, practice cases, assessment questions

Note: The values you choose are exactly the values on the Training Materials and Lesson Plans screen. You can also choose the language of the lesson plan (Korean or Vietnamese), so it can be used for training at factories in Vietnam.

Input example: training for department heads and quality staff

Field	Input
Subject and topic	What has changed clause by clause in ISO 9001:2026 and where our company's documents need to be revised
Output format, audience, duration	PPT + Word, practitioners, 2 hours
To create together	Practice cases, assessment questions
Industry and organizational characteristics	Assembly of small household appliances, 60 employees, ISO 9001:2015 certified, 6 department heads
Requirements	About 20 slides, focused on where our manual and procedures need to be revised, and "to be confirmed" for revision details that are not certain

Output you receive (example of the structure)

Section	Content
Word textbook (first part)	Because PPT + Word was chosen, the condensed Word textbook comes first. The textbook contains the training overview (objectives, audience, time allocation), table of contents, key content by chapter, practice cases and assessment questions (with answers and explanations). The PPT slides follow.
Introduction (slides 1 to 3)	Training objectives and sequence, background and schedule of the revision (publication and transition deadline), flow of the transition audit
What has changed (slides 4 to 10)	According to the chapter structure common to ISO standards (the Harmonized Structure), the key points of what has changed in each chapter are described. Details are marked as requiring a check against the original text.
Impact on our company (slides 11 to 14)	Which parts of the manual, procedures and forms need revision and which stay as they are
Transition plan (slides 15 to 17)	Diagnosis → document revision → training → operation → internal audit and management review → transition audit
Practice and wrap-up (slides 18 to 20)	Trying to revise one page of our procedures, assessment questions (answers and explanations in the notes), wrap-up
Basis and AI supplement (after the slides)	The parts for which excerpts of training materials were used as the basis (with numbers), the parts where the AI rewrote an old edition (2015) textbook to the ISO 9001:2026 standard or supplemented the electronics company example and the reasons, and the places that need checking against the original text

Note: The actual output varies depending on the input and the excerpts of training materials. The training materials referred to are attached at the end.

Output preview: example for Company A

This is the output you receive when you enter the following in eiso's Training Materials and Lesson Plans. Taking the fictional company Company A (injection molding and assembly of automotive parts, 120 employees, ISO 9001 and ISO 14001 certified, internal auditor training course) as an example, it was drafted in advance in the same way as the actual function, finding the basis in AGENT Co., Ltd's knowledge materials.

Training Materials and Lesson PlansInternal auditor training course: Overview of quality management (PPT presentation)Fictional company Company A

This is what was entered

Subject and topic	Internal auditor training course: Overview of quality management
Output format, audience, duration	PPT presentation, internal auditors, 1 hour
To create together	Instructor script, assessment questions
Industry and organizational characteristics	Injection molding and assembly of automotive parts, 120 employees, ISO 9001 and ISO 14001 certified
Requirements	Quality management principles based on ISO 9001:2026, the Harmonized Structure (Chapters 4 to 10), PDCA and the process approach, risk-based thinking, linking what internal auditors check in each chapter

PPT

Training objectives and sequence

Explain the meaning of quality management and a quality management system
Turn the seven quality management principles into audit questions
Understand the flow of the Harmonized Structure (Chapters 4 to 10)
Use PDCA, the process approach and risk-based thinking in audits

Today is the first session of the internal auditor training course. Rather than memorizing the clauses of the standard, we will organize the framework of quality management together on the basis of "what does an auditor look at". [15]

What is quality management: why a system

Quality management: management activities that set and achieve policies and objectives for quality
Quality management system: the framework for planning, carrying out, checking and improving those activities
A system does not need to be complicated; it only needs to reflect the needs of the organization
The entire injection molding and assembly process of Company A is subject to audit

A quality management system brings the quality activities a company is already carrying out into a formal framework. Please stress that the aim is not to make it complicated but to reflect the company's needs accurately. [18]

The seven quality management principles

Customer focus, leadership, engagement of people
Process approach, improvement
Evidence-based decision making, relationship management
The principles are not requirements but the foundation of the system

The old textbook (2000 edition) explained eight principles, but the current ISO 9000 has seven principles. For each principle, have participants ask "how is this seen in this company?" [14]

(Optional) From eight principles to seven: what has changed

2000 edition: system approach and process approach were separate
Current: combined into a single process approach
Mutually beneficial supplier relationships → broadened to relationship management
Audit questions widen to all interested parties

This chapter points out the differences for those who studied with the old textbook. If time is short, it can be omitted without breaking the flow. [14] [16]

Harmonized Structure (Chapters 4 to 10) at a glance

4 Context of the organization → 5 Leadership → 6 Planning
7 Support → 8 Operation → 9 Performance evaluation → 10 Improvement
ISO 9001, 14001 and 45001 use the same framework
Advantageous for integrated operation of 9001 and 14001, as at Company A

Because management system standards use the same chapter structure (the Harmonized Structure), the same framework of questions can be used when quality and environment are audited together. Whether the 2026 edition also follows this structure needs to be confirmed against the published edition. [10]

Chapter 4 Context of the organization: what auditors look at

Have internal and external issues and the requirements of interested parties been identified?
Does the scope match the actual processes and sites?
Are the processes and their sequence and interaction defined?
Question: "Where have you reflected the change in customer requirements?"

If the scope document differs from the actual shop floor, it becomes the first finding. For example, have participants check whether storage of customer-owned molds is missing. [19] [6]

Chapter 5 Leadership, Chapter 6 Planning

Does top management ensure the policy, objectives and resources?
Does the quality policy match the company's strategic direction?
Have risks and opportunities been determined and actions planned?
Are the quality objectives measurable and is there a plan?

Leadership is seen in interviews, not in paperwork. Guide participants to listen for whether the manager explains the quality objectives and the allocation of resources in their own words. [10] [4]

Chapter 7 Support, Chapter 8 Operation

Competence, awareness, communication, documented information
Operational planning, review of customer requirements, control of external providers
Production control, change control (4M), control of nonconforming outputs
Question: "Who approves it when the molding conditions change?"

In an injection molding plant, the molding condition sheet, first, middle and last piece inspection records, and 4M change notices are representative evidence for Chapter 8. Have participants check by sampling whether the records on the shop floor match the procedures. [21]

Chapter 9 Performance evaluation, Chapter 10 Improvement

Monitoring, measurement and analysis, customer satisfaction
Internal audit program and management review
Nonconformity and corrective action, continual improvement
Question: "Were the results of the last audit reflected in this plan?"

The internal audit program must take into account the importance of the processes, changes affecting the organization and the results of previous audits. The internal audit you conduct is exactly 9.2. [12]

PDCA and the process approach

Process = activities that turn inputs into outputs
Who, with what, how, how much (performance indicators)
Manage each process with PDCA and connect them to one another
Audits follow processes, not documents

Showing the elements of a process (inputs, outputs, resources, people, methods, performance indicators) in a diagram, and having participants fill in the boxes using the injection process as an example, speeds up understanding. [6] [16] [17]

(Optional) Preparing for a process audit with a turtle diagram

In the center: the process name (e.g. injection molding)
Inputs and outputs, equipment, people and competence, methods, performance indicators
Write in advance the records to check for each box
The fastest way to build a checklist

If there is time for practice, have each group draw a turtle diagram of the injection molding process. This adds about 15 minutes. [6]

Risk-based thinking

Risk = the effect of uncertainty on objectives
Understand the context (4.1) and use it as the basis for planning (6.1)
The previously separate "preventive action" is built into the system as a whole
Also used to decide the extent of documentation

Risk is not only negative; it also includes opportunities. Please explain the reason the clause on preventive action disappeared in terms of risk-based thinking. [2] [8] [9] [11]

(Optional) Risk cases at an injection molding plant

Insufficient drying of raw material → silver streaks and bubble defects
Mold shot count exceeded → dimensional defects and burrs
4M change not notified → customer complaint
Auditor's question: "Where is the action for this risk?"

This is an injection molding plant example from the industry model. The numbers and equipment are examples, and in actual training it is very effective to replace them with recent nonconformity cases at Company A. [19] [21]

(Optional) ISO 9001:2026: what internal auditors should look at in advance

The Harmonized Structure and risk-based thinking continue as they are (to be confirmed)
Decide whether to treat climate change as an issue in the context of the organization (reflecting the 2024 amendment)
Check against the original text whether quality culture and ethical behaviour are emphasized
Check where our documents will change before the transition audit

The details of the revision must be confirmed against the published original text of ISO 9001:2026. Please use this chapter only to communicate the trends in the revision and do not state them as definite.

Assessment questions

1. Which of the following is not one of the seven quality management principles?
2. In the Harmonized Structure, which chapter contains the internal audit?
3. Which old concept has been replaced by risk-based thinking?
4. What should be looked at first in a process audit?
5. What should the auditor do when the scope and the shop floor differ?

Answers and explanations: 1: "Product inspection focus" (the seven principles are customer focus, leadership, engagement of people, process approach, improvement, evidence-based decision making and relationship management) / 2: Chapter 9 Performance evaluation (9.2) / 3: Preventive action / 4: Inputs, outputs and performance indicators, and the records of their results / 5: Collect objective evidence, record it as a finding and request a review of the scope [8] [12] [15]

Wrap-up: five questions of an internal auditor

What did you decide to do? (plan)
Are you doing what you decided? (do)
How do you know the results? (check)
How do you fix problems when they occur? (improve)
Where is the evidence? (records)

In the next session, you will build an internal audit checklist yourselves using these five questions. The chapter structure you learned today becomes the table of contents of the checklist.

Guide to optional items

Optional item	Audience and cases worth including	Added time
From eight principles to seven: what has changed	When there are auditors or managers who studied with the old textbook	5 min
Preparing for a process audit with a turtle diagram	When time for practice can be set aside (group practice)	15 min
Risk cases at an injection molding plant	When many of the auditors come from the shop floor	5 min
ISO 9001:2026: what internal auditors should look at in advance	When a transition audit is coming up	5 min

Basis and AI supplement

The meaning of a quality management system, the elements of a process, risk-based thinking and the internal audit program were written based on excerpts from the training materials and the document library ([2] [6] [8] [9] [12] [16] [18]).
Because the excerpts are textbooks of the 2000 and 2015 editions, the AI rewrote the quality management principles as the current seven principles and the chapter-by-chapter explanations on the basis of the Harmonized Structure.
The injection molding plant examples (molds, drying, 4M changes) were turned into internal audit questions by the AI based on excerpts from the industry model ([19] [21]).
The details of the ISO 9001:2026 revision are not in the excerpts, so they are left as "to be confirmed". Please check them against the original text of the published edition.

Library materials to read together

Management training materials · 1. Quality management system - 7. Process approach
Auditing Practices Group · 03 APG ISO 9001 2015 English - 03.3 Auditing ISO 9001 - APG Risk Based Thinking 2015
Management training materials · 2. QMS auditor textbook - Quality management system - 2.3 QMS-ISO_9001-2015_Requirements

※ Draft for reference: it does not guarantee obtaining certification. Check clauses and requirements against the published text of the standard.

Document completeness check

The AI checked the document against a 7-item scoring sheet from the customer's point of view.

Item	Result	What was checked
Reflection of requirements	Met	It covers the four requested topics (principles, the Harmonized Structure, PDCA and the process approach, risk-based thinking), audit questions for each chapter, an instructor script (notes) and assessment questions, and the default 12 slides fit a 1-hour session.
Tailoring to audience and organization	Met	Injection molding plant cases of molding condition sheets, 4M changes and molds are included in the questions and practice. It would be better still to replace them with the company's own nonconformity cases.
Training effect	Met	The flow of objectives → principles → structure → questions by chapter → assessment → wrap-up is established, and the assessment questions have answers and explanations.
Accuracy	Met	The eight principles of the old textbook were corrected to the current seven principles, and the details of ISO 9001:2026 are not stated as definite but left as to be confirmed.
Consistency	Met	Terms (documented information, risk, Harmonized Structure) and chapter numbers are consistent across the slides and assessment questions.
Reflects the latest revision	Met	Written by checking against the "International Standard revision materials" so that nothing differs from the latest edition; check clause details against the published text
Readability	Met	Each slide is short, with about 4 key lines and about 40 characters per line.

※ This is an AI check result and does not guarantee conformity for certification. Use the document after reviewing and approving it.

Training materials referred to

ISO 9001, 14001 2015 revision guide Rev.2
ISO 9001 2015 revision briefing materials
ISO 9001 2015 revision briefing materials spec
1-6 ISO 14001 revision issues
01.01 ISO 14001 45001 internal audit
04. ISO 14001 45001 internal audit
01.02 ISO 14001 2015 requirements (Clause 6.8)
03.01 QM ISO 9001-2015 requirements
3. ISO-TC176-SC2-WG24 ISO 9001 Revision Overv
ISO 9001 requirements HLS Rev.0
1. ISO 14001, 45001 implementation practice course
03.01 QM ISO 9001-2015 requirements (Korean)

Document library "Management training materials" and "Knowledge information" referred to

ISO 9001 2000 quality management: Management training materials › 4. Quality management › 1. Quality management system
ISO internal auditor training course: Management training materials › 10. Internal auditor course
4. Process approach (2000): Management training materials › 3. Process approach
7. Process approach: Management training materials › 4. Quality management › 1. Quality management system

Industry-specific documents referred to: industry model (rewritten for a fictional company)

Plastic and rubber molding (injection and extrusion) › Fictional company overview. Industry model › Plastic and rubber molding (injection and extrusion)
Automotive parts (IATF 16949) › Fictional company overview. Industry model › Automotive parts (IATF 16949)
Plastic and rubber molding (injection and extrusion) › Example of a documentation system, Industry model › Plastic and rubber molding (injection and extrusion)

Training Materials and Lesson PlansInternal auditor training course: Overview of environmental management (Word textbook)Fictional company Company A

This is what was entered

Subject and topic	Internal auditor training course: Overview of environmental management
Output format, audience, duration	Word textbook, internal auditors, 1 hour
To create together	Practice cases, assessment questions
Industry and organizational characteristics	Injection molding and assembly of automotive parts, 120 employees, ISO 9001 and ISO 14001 certified
Requirements	Based on ISO 14001: environmental aspects, compliance obligations, life cycle perspective, operational control and emergency preparedness, and what internal auditors check, using injection molding plant cases

Training overview

Course: Internal auditor training course: Overview of environmental management (1 hour)
Audience: Internal auditor candidates at Company A (production, quality, and environment and safety staff)
Objective: Understand the structure of ISO 14001 and its key requirements (environmental aspects, compliance obligations, life cycle perspective, operational control and emergency preparedness), and be able to state the evidence an internal auditor checks at an injection molding plant.

Time	Content	Method
10 min	The meaning and structure of an environmental management system (Harmonized Structure and PDCA)	Lecture
20 min	Environmental aspects, compliance obligations, risks and opportunities	Lecture and questions
15 min	Operational control and emergency preparedness, evidence internal auditors look at	Lecture and cases
10 min	Practice: identifying environmental aspects of the injection process	Group practice
5 min	Assessment and wrap-up	Assessment questions

What is an environmental management system
Structure of ISO 14001: the Harmonized Structure and PDCA
Environmental aspects and significant environmental aspects
Compliance obligations
Risks and opportunities
Operational planning and control, emergency preparedness and response
Performance evaluation: monitoring, evaluation of compliance, internal audit, management review
Documented information internal auditors check

Key content by chapter

1. What is an environmental management system

An environmental management system is a framework in which an organization sets and operates policies, objectives and processes to manage the impact of its activities, products and services on the environment and to improve environmental performance. Because it uses the same chapter structure as the quality management system, the two can be integrated and operated as one management system. [1] [13]

2. Structure of ISO 14001: the Harmonized Structure and PDCA

Chapter 4 (Context of the organization), Chapter 5 (Leadership) and Chapter 6 (Planning) correspond to Plan (P), Chapters 7 (Support) and 8 (Operation) to Do (D), Chapter 9 (Performance evaluation) to Check (C), and Chapter 10 (Improvement) to Act (A). The environmental policy, significant environmental aspects and compliance obligations are the starting point of planning. [1] [5]

3. Environmental aspects and significant environmental aspects

An environmental aspect is an element of an organization's activities, products or services that interacts with the environment (examples: electricity use of injection molding machines, use of cooling water, use of mold release agents and cleaning agents, disposal of defective products and sprues). [8]
Within the scope, taking the life cycle perspective into account, determine the aspects the organization can control or influence: from raw material procurement through production, transport, use and disposal. [8] [10]
Using the criteria set, identify the significant environmental aspects, and maintain the environmental aspects and environmental impacts, the criteria used for judgment and the significant environmental aspects as documented information. [8]
Also reflect planned changes and new developments, and abnormal and emergency situations (examples: mold changes, oil leaks when equipment fails). [10]

4. Compliance obligations

Compliance obligations are the legal requirements the organization must comply with and other requirements the organization has chosen to follow (customer requirements, agreements, etc.). Determine them and how they apply, maintain them as documented information, and evaluate compliance periodically. Examples at an injection molding plant: laws on air emission facilities, waste treatment and chemical substance management, and customers' requirements restricting hazardous substances (to be confirmed; the organization checks the laws that actually apply). [2] [12]

5. Risks and opportunities

When planning, take into account the context of the organization (4.1), the requirements of interested parties (4.2) and the scope, and determine the risks and opportunities related to environmental aspects, compliance obligations and other issues. Potential emergency situations are also determined here. Significant environmental aspects can lead to risks and opportunities related to adverse effects (threats) or beneficial effects (opportunities). [2] [8] [10]

6. Operational planning and control, emergency preparedness and response

Operational control: set and control operating criteria for the processes related to significant environmental aspects (examples: storage of waste oil and waste mold release agents, handling of chemical substances, communication of environmental requirements to subcontracted post-processing). [4]
Reflect environmental requirements in design, purchasing and outsourcing from the life cycle perspective. [8]
Emergency preparedness: prepare response plans for potential emergency situations such as oil leaks and fires, conduct drills and tests periodically where practicable, and revise the plan based on the results. [4]

7. Performance evaluation

Monitoring, measurement, analysis and evaluation: decide what to measure and analyze, by what method and when (examples: electricity consumption, waste generated). [6]
Evaluation of compliance: periodically evaluate whether compliance obligations are met and keep the results. [6]
Internal audit: establish the audit program taking into account the environmental importance of the processes, changes affecting the organization and the results of previous audits. [9] [12]
Management review: covers external and internal issues, requirements of interested parties, changes in significant environmental aspects, risks and opportunities, the extent to which objectives have been achieved, and trends in nonconformities, monitoring, compliance obligations and audit results. [9] [12]

8. Documented information that internal auditors will check

On the 2015 edition basis, the clauses that require documented information are summarized as 7 requiring "maintain" and 8 requiring "retain" (the 2026 edition is to be confirmed). Representative evidence: scope, environmental policy, risks and opportunities, environmental aspects evaluation sheet, compliance obligations list and compliance evaluation records, operational control criteria, emergency preparedness and response plan and drill records, monitoring results, internal audit and management review records. [4]

[Optional] 9. Common weaknesses seen in injection molding plants

The environmental aspects evaluation sheet omits abnormal conditions (oil leaks from equipment failure, purging at restart after a power outage). [19]
The quantities in the waste management ledger and the outsourced treatment confirmation do not match. [20]
There is no record that environmental requirements were communicated to the outsourced painting and vapor deposition suppliers. [19]
The legal requirements list has not been updated, so changed standards are not reflected. [21]

[Optional] 10. When combined with a quality internal audit

Company D, which operates 9001 and 14001 as an integrated system, can combine quality questions (molding conditions, inspection) and environmental questions (energy, waste, chemicals) in one checklist when auditing the same process (for example, injection production). It is enough to add the environmental control criteria to the "resources and methods" box of the turtle diagram.

Practical case and discussion assignment

Case: Company D Injection Plant 2: 20 injection machines (example), use of mold release agents and cleaning agents, cooling water circulation, grinding and recycling of sprues and defective parts, waste oil storage.

In groups, find at least 5 environmental aspects in the process flow (raw material input → drying → injection → post-processing → packaging) and write down the environmental impacts.
Select 2 significant environmental aspects among them and explain the criteria used for the judgment (frequency of occurrence, size of impact, relevance to legal requirements, etc.).
As an internal auditor, write down 3 records you would check for each of those aspects.

Discussion: How should the purge waste generated when restarting the injection machine after a power outage be reflected in the environmental aspects evaluation sheet?

[Optional] Additional exercise: Emergency scenario check

Assume an oil leak at the waste oil storage, write the response procedure (shut-off, absorption, reporting, treatment) in order, and summarize what to check in the drill records.