This register sets internal factors such as values, knowledge, performance and people alongside the external PESTLE factors, so your context review sits in one document.

Effective IMS Registers

This register template is supplied in fully editable MS Word format and can be easily customised and edited. The document uses pre-defined style formatting throughout, with all text in Calibri font for improved readability.
The following document labelling is included in the footer:

• Register number and title
• Information-classification
• Version
• Page number / total pages

alphaZ documents - beautifully designed, tried and tested register templates. No junk, jargon or unnecessary content. Simple and usable register templates developed over 25 years through practical use in the real world.

Further Reading

Further guidance on context:

• ISO 9001 Clause 4.1 - Understanding the Organisation and Its Context
• ISO 9001 Clause 4.2 - Understanding the Needs and Expectations of Interested Parties
• ISO 45001 Clause 4.1 - Understanding the Organisation and Its Context
• Management Systems knowledge base

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Download this register with your company name and logo already added!
Document Preparation is included with the alphaZ subscription.

How to Download

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Need Help Implementing?

If you'd like hands-on help reviewing your context and the internal and external issues that affect your business, our remote support services provide direct expert input from our team, by the day, by project, or on an ongoing basis.

Internal and External Factors Register Template

The Internal and External Factors Register is a Word template for reviewing the internal and external factors relevant to your organisation's context and the achievement of its objectives, and keeping them as a register that can be reviewed periodically.

Internal factors cover values and culture, tacit knowledge, performance and people. External factors follow the PESTLE headings. Each has prompts and space for the analysis and potential impact.

What's Included in this Register

• Reviewed By and Date Reviewed - a header row to record who reviewed the register and when
• Internal Factors - values and culture, tacit knowledge, performance and people
• External Factors - political, economic, social, technological, legal and environmental
• Notes / Actions - space for any actions that come out of the review

Built for Clause 4.1 of the ISO Standards

• Records both the internal and the external issues the standards ask you to determine
• Prompts for organisational knowledge and key staff alongside market and legal factors
• Gives a dated record of each review

Who Needs an Internal and External Factors Register?

Organisations working to ISO 9001, ISO 14001, ISO 45001, ISO 27001 or another ISO management system standard need to determine the internal and external issues relevant to their purpose. This register suits organisations that want both sets of factors recorded together in a short Word document.

Using the Register

Complete the internal factors with the people who know the business best, then work through the external factors. Carry anything significant into your risks and opportunities, and review the register at management review or when something changes.

Prompts for Each Factor

The internal factors are prompted as follows:

• Values and Culture - aims, objectives, mission statement and policies
• Tacit Knowledge - knowledge and know-how, experience and key staff
• Performance - turnover, profit and investment
• People - connections and working relationships

The external factors use the same PESTLE prompts as the F-IMS28 PESTLE Register, from taxation and interest rates to future legislation and environmental impact.

Document Control

The footer carries the register number and title, issue, information classification and page numbering. The register can be listed with your other controlled documents on the F-IMS20 Document Register.

Works with the Context Registers

Other alphaZ documents for reviewing context:

• F-IMS23 Opportunities and Risks Register - for recording the resulting risks and opportunities
• F-IMS22 Interested Parties Register - for the needs and expectations of interested parties
• F-IMS28 PESTLE Register - an alternative covering the external PESTLE factors only
• F-Q60 Internal and External Factors Review - the form version of this review