A free, no-nonsense Excel self-assessment for ISO 9001 · ISO 14001 · ISO 45001, the integrated management system. Rate your organisation against every requirement, see the gaps on a live dashboard, and build your path to certification.
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An Integrated Management System, or IMS, runs quality (ISO 9001), environmental (ISO 14001) and occupational health and safety (ISO 45001) as one system instead of three.
The three standards share the same Clause 4 to 10 backbone, so much of the management system, from leadership and documented information to internal audit and management review, can be run once and satisfy all three.
Each standard still carries its own discipline-specific requirements, so a good IMS keeps those distinct while integrating everything they have in common. That is exactly how this tool is built.
Integration cuts duplication, audit fatigue and cost, and gives leadership a single view of quality, environmental and safety performance.
Standards, one system
Shared clause backbone
Quality, environment, safety
Integrated dashboard
This workbook turns the whole standard into a working self-assessment. No consultants required to get started. Open it, answer honestly, and watch your position take shape on the dashboard.
Score each requirement twice, once for compliance and once for maturity. See where you conform on paper and where the practice is genuinely embedded.
All clauses of ISO 9001, ISO 14001 and ISO 45001, assessed together and rolled up into one integrated view.
Compliance, average maturity, progress and a red, amber, green view by section. It updates itself as you type.
Capture the gap, the action, an owner and a target date next to every requirement, so the assessment doubles as your improvement plan.
Built around the exact structure a certification body audits, so your results point straight at what to fix before a review.
Standard Excel, no macros and nothing to install. Rate items with simple drop-downs. Works on the desktop app and in the browser.
Are you meeting the requirement today? Rate it Fully, Largely, Partially or Non-conformant, backed by evidence.
How embedded and repeatable is the approach, regardless of today's compliance? Rate it from 0, not started, to 4, optimised.
A branded front page with document control and the copyright and IP terms.
How to complete it, plus the compliance scale and the maturity scale.
Each standard scored on its own, plus the integrated view, side by side.
One assessment tab per standard, sharing the same clause backbone.
Grab the Excel file. No sign-up wall, no macros, nothing to install.
Pick a compliance status and a maturity level from the drop-downs, and note your evidence.
See your overall position and the exact requirements that need attention.
Assign owners and target dates, then track progress to certification readiness.
The free tool shows where you stand. When you are ready to build the IMS, these paid resources from Risk Professionals get you there faster.
Browse our editable ISO document kits, mapped to the standard and ready to implement.
Accredited IMS training for your team, from foundation through lead implementer and lead auditor.
Hands-on help, from a gap assessment to a virtual executive who helps run the system with you.
Yes. The tool is offered free for your organisation’s own internal use, with no sign-up wall and no macros. You may use and reproduce it internally, but not sell, rebrand or redistribute it for commercial gain. Full terms are on the Cover sheet.
ISO 9001:2015, ISO 14001:2026 and ISO 45001:2018, assessed together with an integrated dashboard.
The tool includes plain-English guidance so you can start straight away. For a formal implementation or certification you should still obtain the official standard from ISO or an authorised reseller. The tool summarises the requirements and is not a substitute for the standard.
Compliance asks whether you meet the requirement today. Maturity asks how embedded, documented and repeatable the approach is. They are rated separately, because you can be compliant on paper yet immature in practice, or maturing but not yet compliant. Rating both gives a truer picture.
No. This self-assessment helps you understand your position and prioritise improvements. Certification can only be granted by an accredited certification body after a formal audit.