Step by step checklists for completing each section of the IMS1 manual for your organisation, from the front page and scope through to issuing it to workers.

Effective Implementation Checklists

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

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

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

Further Reading

Further guidance on preparing an IMS manual:

• Integrated Management Systems
• Setting Up a Management System
• Version Control and Document Approval
• Management Systems knowledge base

Logo Update Service *

Download these checklists with your company name and logo already added!
Document Preparation available with all document toolkits.

How to Download

To get access to these files please click on Add to Cart to purchase for immediate download. If you have an alphaZ Subscription just click on Download Files to view all the files available to download. These checklists are also included in the ISO 9001, ISO 14001, ISO 45001, ISO 27001, ISO 22301 and ISO 37001 toolkits, including the integrated toolkits that combine them, so the toolkit route gives you these files plus everything else you need in one download.

Need Help Implementing?

If you'd like hands-on help tailoring and completing your IMS1 manual, our remote support services provide direct expert input from our team, by the day, by project, or on an ongoing basis.

IMS1 Manual Checklists

The I-C IMS1 Manual Checklists set out the actions needed to complete the IMS1 manual for an organisation and issue it, section by section, with columns for responsibility or notes and a Done tick. The main checklist runs from setting up IMS1, through sections 1 to 5 and the appendices, to issuing the manual, and separate checklists cover sections 6, 7 and 8.

The checklists follow the section numbers of the manual, and how to complete each section is explained in the IMS1 Manual Guidance. The section 6, 7 and 8 checklists are used where ISO 14001, ISO 45001 or ISO 27001 is covered.

Four Checklists in One Download

Use the main checklist for every IMS1 manual, and add the section checklists for the standards covered.

• I-C IMS1 Manual Checklist - setting up IMS1, sections 1 to 5, sections 6 to 8, the appendices and issuing the manual
• I-C IMS1 Manual Checklist - Section 6 - environmental management, where ISO 14001 is covered
• I-C IMS1 Manual Checklist - Section 7 - health and safety management, where ISO 45001 is covered
• I-C IMS1 Manual Checklist - Section 8 - information security management, where ISO 27001 is covered

What's Included in the Checklists

• Setting Up IMS1 - the IMS folder location, edit rights, the company name or logo in the header, the front page and the responsibility field for each section
• Section 1 - the update log, company profile, scope of certification, requirements not applicable and their linked edits, context and interested parties, the process diagram, the document and personal data registers, and legal compliance
• Section 2 - policies and objectives, responsibilities, the organisational chart, management review, and risks, opportunities and business continuity
• Section 3 - staff management and the forms used, equipment and premises, and management system communication
• Section 4 - enquiries and sales, purchasing and key suppliers, operations, and change, variations and design
• Section 5 - customer satisfaction, problems and complaints, management system audits and continual improvement
• Sections 6 to 8 and Appendices - how to treat the sections for standards not covered, folder locations, the registers key, the folder structure and terms and definitions
• Issue IMS1 - IMS1 procedures approved, yellow text completed, unused links removed, the contents page refreshed, and the manual approved and issued as issue 1
• Section 6 - commitment to environmental protection, environmental assessment, incident prevention and management, environmental procedures and the related appendix entries
• Section 7 - commitment to health and safety, guidance and arrangements, the health and safety procedure, accident reporting, hazard identification and risk assessment, procedures and policies, and the related appendix entries
• Section 8 - commitment to information security, security arrangements, IT equipment and physical security, risk management, procedures and policies, and the Statement of Applicability

Who Needs the IMS1 Manual Checklists?

The checklists are for the IMS Lead or consultant tailoring the IMS1 manual to an organisation, from first setup to issue. They suit small and medium-sized businesses that want to adapt a ready-written manual to their own processes, systems and documents, and keep track of what has been done along the way.

Included in the ISO 9001, ISO 14001, ISO 45001, ISO 27001, ISO 22301 and ISO 37001 Toolkits

These checklists are part of the ISO 9001, ISO 14001, ISO 45001, ISO 27001, ISO 22301 and ISO 37001 toolkits, including the integrated toolkits that combine them.

Using the Checklists

Keep the IMS1 Manual Guidance open alongside the checklist, as it explains how to complete each section. Work through the main checklist and the section 6, 7 or 8 checklist for each additional standard, noting who is responsible and ticking each action when done, then finish with the Issue IMS1 steps.

Pairs with the IMS1 Manual Guidance

Use IMS1 Guidance for how to complete each section. Registers completed along the way include F-IMS22 Interested Parties Register, F-IMS23 Opportunities and Risks Register and F-IMS21 Business Continuity Register, and forms checked include F-Q3 Management Review, F-Q9 Supplier Appraisal Form, F-Q10 Significant Problem / Incident / Complaint Form and F-Q16 Improvement Request. Once IMS1 is issued, I-C-IMS Implementation Checklists covers putting it into practice.