Integrated Management System Internal Audit Checklist Template - Level 3

Stable & Proactive QHSE System. This level represents a Stable & Proactive QHSE System: Fully implemented and functioning IMS, Risk-based thinking embedded, Proactive prevention (not only corrective), Data-driven decisions, Active worker engagement, Integration across departments, Improvement is systematic, not occasional. Still not yet “best-in-class strategic optimization” (that is Level 4).

This checklist template is designed for logistics, manufacturing, service companies and focuses on Basic information, Context and Strategic Alignment, Leadership and Culture.

Management Systems logistics, manufacturing, service companies
Level: Performance Driven / Data Optimised
Frequency: once a year
Minutes to fill: 240
Questions: 30

What This Template Covers

Use this template to review Basic information, Context and Strategic Alignment, Leadership and Culture with a structured format that supports consistent follow-up and faster decision-making.

  • Basic information
  • Context and Strategic Alignment
  • Leadership and Culture

Why This Version Is Different

Unlike generic templates, this version is tailored to the management systems category, the Performance Driven / Data Optimised maturity level, and the workflow of logistics, manufacturing, service companies.

Module: Checklist
Best for: logistics, manufacturing, service companies
Completion time: 240 minutes

Template Questions

Showing first 15 rows

Title Answer type

Basic information

Audit date

Date

Name of the auditors

Text

Audited department

Text

Names of the interviewed employees

Text

SECTION 1 - Context & Strategic Alignment

1. Are QHSE risks and opportunities integrated into strategic business planning?

Clauses: ISO 9001: 4.1 | ISO 14001: 4.1 | ISO 45001: 4.1. Expectation: QHSE risks and opportunities are integrated into strategic business planning.
Recommendations: Link context analysis outputs directly to business strategy, budgeting, and long-term objectives. Update context when major business changes occur.
Select

2. Are stakeholder expectations reviewed and updated regularly?

Clauses: ISO 9001: 4.2 | ISO 14001: 4.2 | ISO 45001: 4.2. Expectation: Stakeholder expectations are reviewed and updated regularly.
Recommendations: Establish periodic review of stakeholder expectations and include customer feedback, regulatory updates, and workforce surveys.
Select

3. Are processes interconnected and performance-driven throughout the organization?

Clauses: ISO 9001: 4.4 | ISO 14001: 4.4 | ISO 45001: 4.4. Expectation: Processes are interconnected and performance-driven.
Recommendations: Use process KPIs and show interaction between quality, environmental, and safety performance within process maps.
Select

SECTION 2 - Leadership & Culture

4. Does leadership actively drive a proactive improvement culture?

Clauses: ISO 9001: 5.1 | ISO 14001: 5.1 | ISO 45001: 5.1. Expectation: Top management promotes proactive improvement culture.
Recommendations: Implement leadership safety walks, environmental reviews, and quality performance dashboards visible to teams.
Select

5. Do workers actively participate in hazard identification and improvement initiatives?

Clauses: ISO 45001: 5.4. Expectation: Workers actively participate in hazard identification and improvement initiatives.
Recommendations: Track number of improvement suggestions and safety observations; reward proactive reporting.
Select

6. Do policy commitments translate into operational objectives and behaviors?

Clauses: ISO 9001: 5.2 | ISO 14001: 5.2 | ISO 45001: 5.2. Expectation: Policy commitments translate into operational objectives and behaviors.
Recommendations: Ensure each department defines local QHSE objectives aligned with policy.
Select

SECTION 3 - Advanced Risk & Opportunity Management

7. Is risk-based thinking embedded during planning of new products, changes, and projects?

Clauses: ISO 9001: 6.1. Expectation: Risks are evaluated during planning of new products, changes, and projects.
Recommendations: Introduce risk review step in change management and project approval processes.
Select

30 total questions

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