Start with the scope
- Describe the activities and locations covered by the management system.
- Identify the relevant standard and interested-party requirements.
- Define who is responsible for coordinating implementation.
Document the work
- Map the processes that affect the intended outcomes.
- Develop procedures and controls appropriate to the organisation.
- Set clear objectives and define how performance will be reviewed.
Keep evidence and improve
- Retain records showing how controls are applied.
- Record training, reviews, issues and corrective actions as relevant.
- Review implementation with the team and address gaps before assessment.
- Maintain the system as activities and requirements change.
Make it fit your business
This preparation guide is a starting point. Documentation and implementation should reflect your organisation and the requirements of the relevant standard.