The ISO Review Podcast

The ISO Review Podcast is a production of SimplifyISO. In each episode, we share the latest International Standards Development, and is your resource for getting the most out of your management systems. Your podcast hosts are Howard Fox & Jim Moran. Howard is a Business Coach and Host of the Success InSight Podcast. Jim is an ISO Management System Professional, celebrating 30-plus years delivering ISO support.

The ISO Review Podcast is a education podcast hosted by Jim, with 88 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Jim hosts The ISO Review Podcast, a education show with 88 episodes published.

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  Episode #88

  ISO 19011:2026 Guidelines for Auditing Management Systems - Annex A, Clauses 1-6

  Aug 11, 202632 min

  Welcome to the latest episode of the ISO Review Podcast, where we dive into the essentials of international standards and provide guidance for optimizing your management systems. In this episode, Howard Fox and ISO management system expert Jim Moran explore ISO 19011:2026, focusing on Appendix A, clauses 1 through 6. Whether you’re looking to refine your internal audit program or better understand auditing methods, professional judgment, and sampling techniques, this conversation covers the practical guidance and expert insights you need to elevate your audits and drive ongoing improvement within your organization. Join Jim and Howard as they break down the first part of Appendix A, setting the stage for future episodes covering the remaining clauses—your go-to resource for mastering ISO 19011. DISCUSSION 1. Overview of ISO 19011 Introduction to ISO 19011 and its relevance for audits 02:12 Historical background of the standard: origins, evolution, integration of quality and environmental standards, and its use globally (03:10) Universal adoption by registrars and training programs 03:35 2. Structure and Sections of ISO 19011 Review of previously covered main clauses/sections (definitions, preparing/audit planning, managing the audit program, conducting audits, auditor competence) 04:14 Transition to Annex A, explaining its structure: 18 sections, planned coverage over three episodes (04:27) 3. Details of Annex A (Clauses 1–6) A.1 Auditing Methods Human interaction (onsite/remote interviews, observations, document review with auditee) 06:17 No human interaction (reviewing documentation alone) 07:14 Audit objectives: effectiveness, risk management, improvement opportunities 07:49 Importance of audit methods in planning and reporting 08:34 A.2 Auditing of Processes Relationship of policies, objectives, and processes 09:36 Understanding process inputs, activities, and outputs (input-process-output model) 10:09 Interrelated processes and workflow, from customer inquiry to delivery and payment 10:25 Importance of auditing end-to-end flow and process handoffs 11:23 A.3 Professional Judgment Necessity for human auditors to apply context and judgment; reasons AI can’t fully replace auditors 11:43 Judging the adequacy and effectiveness of the organization’s approach rather than strictly following standard text 12:17 Auditors to audit the organization’s workflow, not just standard clauses 12:41 Confidentiality, non-consultancy stance, and providing suggestions without directive language 14:13 A.4 Performance Results Focus on intended results of the management system during audits 15:26 Auditor’s need for industry knowledge 15:58 Use of technical experts when needed 16:34 Documented information: maintain/retain requirements, and typical gaps in new ISO 9001 adopters 17:31 A.5 Verifying Information Concept of verifiable evidence versus “facts” 18:58 Criteria for verification: complete, correct, consistent, current (“4 C’s”) 21:11 Document accessibility requirement and practical ways to check it 21:25 Care in handling sensitive and confidential information during audits 22:46 A.6 Sampling Challenges in sampling: deciding quantity and representativeness 23:53 Standard sampling approaches and relevance to different industries 24:51 Practical sampling guidance (e.g., randomly checking 5 records) 25:09 Auditing for conformance, not nonconformance; limits of 100% checking 25:41 Risk with sampling and principles for application (randomization, adequacy) 26:17 Mention of statistical versus judgment-based sampling approaches 27:15 4. Preview of Next Episode Plan to cover Annex A clauses 7–12 (compliance, context, risks and opportunities, lifecycle, supply chain auditing) 27:58 5. Conclusion and Resources Howard Fox’s reflections on practical connections of ISO knowledge 28:27 Jim Moran’s resources: SimplifyISO, IMSIpro, other content 29:05 Howard Fox’s sites and closing remarks 30:54 NEXT STEPS We appreciate your likes & comments, and shares. Click here to visit the SimplifyISO website. Click here to visit the International Management System Institute website and learn how to become a Certified ISO Management System Professional. Click here to learn about our new DIY ISO 9001 program using AI Learn more about Jim on LinkedIn & YouTube. LinkedIn LinkedIn Articles YouTube Learn about Howard's Coaching and Podcast Services Website : https://foxcoaching.com LinkedIn : https://www.linkedin.com/in/foxcoachinginc/ Podcast Discovery Call: https://calendly.com/foxcoachinginc/podcast-discovery-call KEYWORDS Jim Moran, Information Security Management System, ISO 19011:2026, ISO Review Podcast, SimplifyISO, Podcast #JimMoran #InformationSecurityManagementSystem #ISO9011:2026 #ISOReviewPodcast #SimplifyISO #Podcast

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  Episode #87

  ISO 19011:2026 Guidelines for Auditing Management Systems - Clauses 6 & 7

  Jul 28, 202629 min

  Welcome to another episode of the ISO Review Podcast, your trusted source for the latest developments in international standards and practical guidance for getting the most out of your management systems. Join hosts Howard Fox and Jim Moran—an ISO management system professional celebrating 34 years of expertise—as they dive into the newly updated ISO 19011:2026 standard. In this episode, they break down Section 6 (Conducting an Audit) and Section 7 (Auditor Competence), explore the growing importance of hybrid and remote auditing methods, discuss how evidence reliability and technology skills have become essential, and share tips to ensure your audit process is truly value-adding, not just a box-ticking exercise. Whether you’re an internal auditor, management rep, or just ISO-curious, this episode will help you leverage the latest guidance to make your audit program more effective and resilient. DISCUSSION 1. Introduction to the ISO Review Podcast Purpose of the podcast: sharing developments in international standards and management systems 2. Overview of ISO 19011:2026 Background: ISO 19011 guidance document for auditing management systems 00:42 Clarification: It provides guidance, not requirements; cannot be certified to this document 01:58 Value of the standard: Utility for planning, developing, and implementing audit programs 02:08 Mention of a new helpful flowchart in the document 02:18 3. Auditing Philosophy and Approach Common mistakes: Focusing on procedural compliance (tick box exercise) 02:38 Key audit questions: Is the process getting intended results? 03:12 Are risks managed effectively? 03:37 Are there opportunities for improvement? 04:02 Differences between internal and registrar auditing approaches 04:25 4. Section 6: Conducting an Audit (ISO 19011:2026) Audit lifecycle stages: initiating, preparing, conducting, reporting 05:04 Evolution of the standard: From quality/environmental focus to encompassing all ISO standards 05:15 Hybrid and remote auditing: Increased emphasis since the COVID-19 pandemic 05:42 Savings in travel costs and flexibility 05:56 Integration of technology and guidance on data privacy 06:13 Distinction between remote and hybrid audits 06:29 Impact of regulatory changes and industry adaptation: History of audit day calculations (MD5 document) 06:53 Automotive sector’s response to remote audits 07:53 Current spectrum: onsite, virtual, or hybrid depending on organizational context 08:11 Registrar's use of judgment for effective audits and value addition 08:26 Applicability to different organization types (manufacturing, services) and handling various forms of evidence 09:03 Embracing of hybrid delivery and integrated audits 09:44 a. Selecting the Audit Method Requirement to specify methods (onsite, remote, hybrid) in the audit plan 10:05 Planning stage includes method selection, not post-audit justification 11:05 Critical planning elements: objective, scope, criteria 11:13 Method selection examples: remote review vs. onsite observation 11:45 Main auditing techniques: Interview 12:20 Direct observation 12:25 Records review 12:31 Paradigm shift: focus on outcomes and improvement, not just procedural adherence 13:01 b. Evidence Reliability and Data Security Importance of verifying genuine evidence 14:06 Shift in terminology from “fact-based” to “evidence-based” decision-making 14:43 Data security considerations in digital and remote evidence collection 14:51 5. Section 7: Auditor Competence Emphasis on competence for registrars (and lessons for internal auditors) 15:14 Expansion of competence requirements to include technology and information security 15:55 Ensuring auditors understand and have access/permission for required evidence 16:35 Identification and management of risks in the audit process 17:01 Auditor performance evaluation: including feedback from auditees and stakeholders 17:52 Auditor’s role: collaborator rather than “ISO cop” 18:18 Historical context: evolution from nonconformance focus to improvement and communication 19:07 Importance of 2-way and 3-way communication (auditor, auditee, audit planner) 19:40 Application of Plan-Do-Check-Act to internal audits 20:02 Using feedback loops to assess and improve audit program effectiveness 20:15 Ongoing competence maintenance: continuing professional development 20:29 Scheduling audits throughout the year for skill retention (vs. “audit blitz” before registrar visit) 21:24 Advantages of flowcharts for process clarity and audit handoffs 22:15 The 80/20 rule for nonconformances linked to process handoffs 22:45 6. Recap and Key Takeaways Lifecycle and method selection for audits 23:18 Importance of evidence reliability 24:03 Distinction between requirements and guidance (should vs. shall) 23:32 Technology competence and digitalization in audit management 24:08 Feedback loops and competence maintenance (regular training, recertification) 24:37 Typical recordkeeping practices (3-year retention guidance) 25:28 7. Upcoming Episode Preview Next episode to cover Annex A of ISO 19011 25:55 8. Resources and Contact Information Jim Moran contact details and resources: simplifyiso.com, imsi.org, imsi-pro.org 26:30 Additional links to LinkedIn, YouTube, and LinkedIn articles 27:13 Howard Fox contact: foxcoaching.com 28:10 NEXT STEPS We appreciate your likes & comments, and shares. Click here to visit the SimplifyISO website. Click here to visit the International Management System Institute website and learn how to become a Certified ISO Management System Professional. Click here to learn about our new DIY ISO 9001 program using AI Learn more about Jim on LinkedIn & YouTube. LinkedIn LinkedIn Articles YouTube Learn about Howard's Coaching and Podcast Services Website : https://foxcoaching.com LinkedIn : https://www.linkedin.com/in/foxcoachinginc/ Podcast Discovery Call: https://calendly.com/foxcoachinginc/podcast-discovery-call KEYWORDS Jim Moran, Information Security Management System, ISO 19011:2026, ISO Review Podcast, SimplifyISO, Podcast #JimMoran #InformationSecurityManagementSystem #ISO9011:2026 #ISOReviewPodcast #SimplifyISO #Podcast

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  Episode #86

  ISO 19011:2026 Guidelines for Auditing Management Systems - Clauses 3-5

  Jul 14, 202641 min

  Welcome to another episode of the ISO Review Podcast, presented by Simplify ISO. Join hosts Jim Moran and Howard Fox as they explore the latest developments in international standards and offer practical guidance for maximizing your management systems. In this episode, Jim Moran shares insights into the newly released 2026 edition of ISO 19011, the key auditing standard for management systems. Together, they break down the history and evolution of auditing guidelines, clarify the difference between requirements and guidelines, and provide an overview of critical topics such as audit principles, program management, and auditor competence. Whether you're an internal auditor, a seasoned quality professional, or new to the world of ISO, this episode delivers essential tips on planning, conducting, and improving your audit programs. Stay tuned for clear explanations, actionable advice, and a roadmap for getting the most from your management system audits. DISCUSSION 1. History of Auditing Standards ISO 19011 standard: name and editions (2002, 2011, 2018, 2026) 02:28 Prior standards: ISO 10011, ISO 14001, and related documents 02:54 Merging of past standards into ISO 19011 03:40 Historical purpose and evolution of auditing guidelines 02:54 2. Structure of ISO 19011:2026 Auditing Standard Overview of major clauses and their roles: Clause 3: Definitions 04:15 Clause 4: Auditing Principles 04:22 Clause 5: Management System Overview 04:30 Preview of next episodes covering Clause 6 (Conducting Audits) and Clause 7 (Auditor Competence), and Annex A 05:17 3. Purpose and Nature of ISO 19011 Explanation of guidance vs. requirements in standards 07:23 Difference between “should” (guidelines) and “shall” (requirements) 07:37 Applicability for different types of audits and management systems 07:56 Use of ISO 19011 by registrars 08:50 Relationship to other ISO standards and structures 06:10 4. Clause 3: Terms and Definitions Focus on importance of definitions for clarity in audits 10:07 Key terms defined: audit, combined audit, joint audit, remote audit, objective evidence, risk, effectiveness, etc. 10:27 Role of verifiable evidence and statements of fact 11:08 Practical exercises for auditors based on definitions 11:56 5. Clause 4: Principles of Auditing Explanation of auditing principles versus rules/techniques 12:27 List and discussion of seven core principles: Integrity 12:44 Objectivity 13:39 Fair Presentation 13:42 Due Professional Care 14:43 Confidentiality 16:30 Independence 17:23 Evidence-based Approach 18:50 Risk-based Approach 19:23 Integrity and the importance of evidence-based conclusions 13:08 The evolution from fact-based to evidence-based auditing 20:15 6. Clause 5: Managing an Audit Program Planning and organizing an audit program 21:14 Plan-Do-Check-Act framework 21:28 Consideration of organizational size, scope, complexity, and risk 21:45 Audit scheduling across quarters/year 21:45 Functionality and complexity differences for various industries 22:58 Single location vs. multinational organization considerations 22:44 Industry-specific competence and language needs 24:13 Context and external/internal issues, including technology and information security 24:52 Focus of internal audits: looking for conformance, not nonconformance 25:35 Value of flowcharts in process and auditing 26:31 Auditor competence and impartiality 27:09 Maintaining objectivity and addressing potential biases 28:01 Auditor records, logbooks, and tracking industry experience 27:43 Training and preparation of auditors 29:07 7. Steps in Managing an Audit Program (Clause 5 Specifics) Establishing objectives, evaluating program risks/opportunities 29:36 Implementing and monitoring the audit program 29:47 Flowchart use for organizing and documenting audits 30:30 Review and improvement of the audit program 30:53 Setting program objectives: results, risk management, and improvement 33:19 Evaluating resources, team selection, communication, competence 33:36 Documentation: audit scope, criteria, resources, and evidence 34:43 Authority and competence of audit program manager 34:09 8. Review and Preview of Next Episodes Howard Fox summarizes the episode focus and praises structure 37:31 Emphasis on difference between “should” (guidance) and “shall” (requirement), and auditing implications 38:11 Teaser for next podcast: conducting audits and auditor competence, plus in-depth look at Annex A 38:03 9. Closing and Resources Where to learn more: simplifyiso.com, IMSI, other links 39:12 Encouragement for next episode and outro 40:43 NEXT STEPS We appreciate your likes & comments, and shares. Click here to visit the SimplifyISO website. Click here to visit the International Management System Institute website and learn how to become a Certified ISO Management System Professional. Click here to learn about our new DIY ISO 9001 program using AI Learn more about Jim on LinkedIn & YouTube. LinkedIn LinkedIn Articles YouTube Learn about Howard's Coaching and Podcast Services Website : https://foxcoaching.com LinkedIn : https://www.linkedin.com/in/foxcoachinginc/ Podcast Discovery Call: https://calendly.com/foxcoachinginc/podcast-discovery-call KEYWORDS Jim Moran, Information Security Management System, ISO 19011:2026, ISO Review Podcast, SimplifyISO, Podcast #JimMoran #InformationSecurityManagementSystem #ISO9011:2026 #ISOReviewPodcast #SimplifyISO #Podcast

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  Episode #85

  ISO 9001:2026 Final Draft Release: Key Changes for Organizations and Quality Management Professionals

  Jun 30, 202641 minS0

  <p>Welcome to another episode of the ISO Review Podcast, your trusted resource for the latest developments in international standards and tips for maximizing your management systems. </p><p>In this episode, hosts Jim Moran and Howard Fox dive into the just-released final draft of ISO 9001:2026, marking a new evolution in quality management standards. Jim Moran highlights the key changes—ranging from editorial clarifications to the addition of requirements around quality culture, ethics, and climate change resilience—while reassuring listeners that this update is more evolutionary than revolutionary. </p><p>They discuss what organizations can expect as they transition from ISO 90...

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  Episode #85

  ISO 9001:2026 Final Draft Release: Key Changes for Organizations and Quality Management Professionals

  Jun 30, 202641 min

  Welcome to another episode of the ISO Review Podcast, your trusted resource for the latest developments in international standards and tips for maximizing your management systems. In this episode, hosts Jim Moran and Howard Fox dive into the just-released final draft of ISO 9001:2026, marking a new evolution in quality management standards. Jim Moran highlights the key changes—ranging from editorial clarifications to the addition of requirements around quality culture, ethics, and climate change resilience—while reassuring listeners that this update is more evolutionary than revolutionary. They discuss what organizations can expect as they transition from ISO 9001:2015, including a generous three-year adaptation period and minimal disruptive changes. Jim and Howard also share insights on how technology and automation can ease compliance, and tease upcoming episodes on the newly revised ISO 19011 auditing standard. Whether you’re a seasoned ISO professional or just exploring the world of standards, this episode is packed with valuable information to help you navigate the evolving landscape of management systems. DISCUSSION 1. Transition to ISO Standards Discussion Link between international sport and international standards 02:19 Announcement of final draft release for ISO 9001:2026 02:27 2. History and Evolution of ISO 9001 Standards Notable changes by edition: 1987: Initial version, focus on documented procedures 1994, 2000, 2008: Process approach highlighted 2015: Major structural change to “high level structure” 03:24 3. Structural and Content Changes in New Revisions Minimal structural changes from prior high level structure versions 04:49 Key ISO clauses/building blocks outlined 05:22 4. Evolution of Documentation Methods Shift from physical binders to electronic documentation 06:57 Anecdotes: physical binder requirements of early ISO days 07:10 5. Current Management System Tools and Simplification Improvements in software for handling nonconformances and audits 09:23 Connection to previous podcast series “50 Ways to Simplify Your Management System” 09:41 6. The ISO 9001:2026 Draft Release and Change Process Release process: Committee Draft (CD), Draft International Standard (DIS), Final Draft International Standard (FDIS) 10:03 Nature of changes from 2015 to 2026: evolutionary, not revolutionary 12:09 Predicted timeline: September 2026 release, three-year transition period for organizations 11:40 7. Major Thematic Changes in ISO 9001:2026 Editorial clarifications, not overhauls 12:27 Explicit emphasis on quality culture and ethics 12:45 Organizations required to foster auditable quality culture and ethics 13:13 8. Climate Change Consideration in Standards Incorporation of climate change into ISO 9001 14:17 Integration of prior amendment into the new standard 14:31 Quality outputs must be defendable against climate-driven interruptions 15:04 9. Summary of Key Transition Points and Definitions Reinforcement of evolutionary change, not overhaul 18:56 Reminder of three-year transition and audit process 19:09 ISO 9000 as main source for terms and definitions with minor approach in ISO 9001 20:02 Diagram/visual changes: “quality management system” to “scope of the quality management system” 20:49 Importance and expansion of Annex A 20:57 10. Context, Interested Parties & Climate Change in Implementation External and internal context considerations 22:04 Climate change as an explicit external issue 22:47 11. Detailed Review of Clause Changes Clause 4: Context 26:16 Clause 5: Leadership—quality culture and ethics 27:15 Evidence examples: town halls, orientation training Clause 6: Risks and opportunities; restructuring for separate auditability; change management 28:39 Clause 7: Support/resources 29:41 Work environment’s three pillars: physical, social, psychological 30:32 Psychological safety as auditable element Staff awareness of ethics and empowerment to stop processes 31:14 Clause 8: Operations is unique to each standard, no major changes 32:23 Clause 9: Performance evaluation, editorial clarifications 33:23 Clause 10: Continual improvement, leadership’s role 33:35 12. Transition Timeline for Certification September release target for final international standard 34:19 Three-year transition advised, but changes are minor 34:51 Guidance for organizations starting new implementations 35:04 13. Concluding Reflections and Next Steps Overview recapped as “final draft,” anticipation for September release 36:38 Future episode preview: clause-by-clause upgrade guidance 36:56 Registrar and audit requirements for transition 37:25 Comparison to 2015’s significant changes 38:00 14. Preview of Next Podcast Topics Announcement of new ISO 19011 (auditing standard) release for future episodes 39:27 NEXT STEPS We appreciate your likes & comments, and shares. Click here to visit the SimplifyISO website. Click here to visit the International Management System Institute website and learn how to become a Certified ISO Management System Professional. Click here to learn about our new DIY ISO 9001 program using AI Learn more about Jim on LinkedIn & YouTube. LinkedIn LinkedIn Articles YouTube Learn about Howard's Coaching and Podcast Services Website : https://foxcoaching.com LinkedIn : https://www.linkedin.com/in/foxcoachinginc/ Podcast Discovery Call: https://calendly.com/foxcoachinginc/podcast-discovery-call KEYWORDS Jim Moran, Information Security Management System, ISO 9001:2026 Final Draft, ISO Review Podcast, SimplifyISO, Podcast #JimMoran #InformationSecurityManagementSystem #ISO9001:2026FinalDraft #ISOReviewPodcast #SimplifyISO #Podcast

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