The ISO Review Podcast

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Aug 2026

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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.

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September 8, 2026Episode 8935 min

ISO 19011:2026 Guidelines for Auditing Management Systems - Annex A, Clauses 7-12

Welcome back to the ISO Review Podcast, your trusted source for the latest in international standards development and management systems excellence. In this episode, Jim and Howard continue their practical deep dive into ISO 19011, specifically focusing on Appendix A. Together, they explore key auditing topics such as compliance and conformance, understanding organizational context, leadership and commitment, managing risks and opportunities, lifecycle perspectives, and effective auditing of the supply chain. With insights drawn from decades of ISO experience, Jim shares real-world strategies for making audits meaningful, maintaining compliance, and enhancing the value of your management system. Whether you’re an auditor, manager, or simply passionate about process improvement, this episode is packed with actionable guidance to help you get the most out of your internal audits. DISCUSSION 1. Main Topic Introduction: ISO 19011 Appendix A Howard Fox introduces ISO 19011 Appendix A as the focus of the episode 04:41 2. Overview of ISO 19011 and Annex A Jim Moran clarifies ISO 19011 is an auditing guidance standard, not a requirement 04:52 Explanation of previously covered topics in Annex A, including: Audit preparation Audit methods Process, judgment, performance, verifying information, sampling 3. New Annex A Topics for this Episode a. Auditing Compliance within a Management System 05:43 Difference between compliance (legal) and conformance (voluntary standards) Importance of using correct terminology in documentation Companies must identify applicable statutory and regulatory requirements 07:15 Auditing process flow to connect compliance requirements to activities Need for mechanisms to track changes in requirements Documentation and processes to maintain compliance Sector-specific challenges (quality, environmental, health/safety, information security) Interviewing compliance-responsible personnel as part of audit b. Auditing Context (A.8) 12:29 Aligning audits with the organization's context and standards Regulatory bodies as interested parties Importance of planned compliance rather than hope Elements auditors should examine: Verifiable evidence Suitability and competence Audit focus on results, risk management, and opportunities for improvement c. Auditing Leadership and Commitment (A.9) 14:57 Leadership requirements in harmonized ISO standards (especially Clause 5.1) New requirements in latest ISO 9001 FDIS: mandate to develop a "quality culture" Auditing for evidence of leadership’s accountability and management system effectiveness Role of auditors in interacting with top management and assessing their commitment Interviewing personnel to assess perception of management’s commitment d. Auditing Risks and Opportunities (A.10) 18:05 Importance of robust risk identification by the organization Reference to ISO 31000 steps: Identify, Analyze, Assess risks 18:51 Use of a risk mitigation plan if risks are high Inquiry into risk management practices at activity level Role of top management in addressing unmanaged risks and allocating resources Considering internal and external sources of risk Visual aids (e.g. symbols) for indicating risk types in process flows e. Lifecycle Perspective (A.11) 22:06 Requirement for some management systems (notably environmental) to apply a lifecycle perspective Considering influence and control over a product/service lifecycle Examples and practical steps: using AI or web for visual lifecycle diagrams Applications in environmental management, climate impact, and improving performance f. Auditing the Supply Chain (A.12) 25:24 Increased awareness of global supply chain complexity post-COVID Mention of ISO 27003 Part 2 for information security in supply chains Types of supply chain audits: Management system Process Product Information security configuration Explanation of first, second, and third-party audits Contract-focused auditing for practicality and audit scope management Ongoing surveillance and continual improvement audits Relationship between supply chain, lifecycle, and risk management 7. Importance of ISO Standard Appendices Howard Fox and Jim Moran discuss the value of appendix content in ISO standards 31:45 Suggestion to use AI for sourcing additional material to enhance audit value 8. Resources and Closing Jim Moran gives details about Simplify ISO, their software, and additional resources (IMSIpro.org, LinkedIn, YouTube) 32:40 Howard Fox mentions where to find more information about himself and closing statements 35:16 Farewells and sign-off 34:53 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

August 11, 2026Episode 8831 min

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

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

July 28, 2026Episode 8728 min

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

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

July 14, 2026Episode 8641 min

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

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

June 30, 2026Episode 8541 min

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

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, 1994: Initial version, focus on documented procedures 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

June 16, 2026Episode 8429 min

50 Ways to Simplify Your ISO Management System - Part X

Welcome to another episode of the ISO Review Podcast, produced by Simplify ISO. Join hosts Howard Fox and Jim Moran as they wrap up their popular series, “50 Ways to Simplify Your ISO Management System.” In this episode, Jim Moran, who brings over 34 years of ISO expertise, shares the final five tips for streamlining management systems—covering practical advice on corrective actions, root cause analysis, tracking improvement actions alongside business objectives, making the most of key performance indicators, and remembering that your ISO system supports rather than defines your business. The hosts also explore the benefits of process-based auditing, integrating multiple ISO standards, and adapting to continuous improvement, all while dispelling a few ISO myths along the way. Whether you’re new to ISO or refining an established management system, tune in for actionable insights to boost your efficiency and profitability. DISCUSSION Sequence of Topics Covered 1. Introduction & Catching Up 2. Recap of Previous Episode’s Tips (41-45) Using internal audits as process reviews, not clause-by-clause 02:16 Importance of starting with flowcharts for processes 02:29 Auditing fewer things but with better focus (“less is more”) 02:45 Asking “show me how this works” vs “are you following your procedure?” 03:09 Training staff only on what they need to know, dispelling the myth that everyone must know everything 03:27 Role of top management in culture and teamwork 03:54 Replacing classroom training with micro training 04:11 3. Overview of This Episode’s Tips (46-50) Corrective actions 04:38 Root causes 04:43 Tracking improvement actions 04:47 Using KPIs 04:49 Final summary: ISO management system supports the business 04:53 4. Deep Dive: Tips 46–50 46. Use Corrective Actions Only When Needed Understanding non-conformance (“non-fulfillment of a requirement”) 05:25 Deciding between correction and corrective action 06:23 Encouraging openness to corrections versus hiding non-conformances 06:41 Importance of tracking corrections for trend analysis 07:10 47. Fix Root Causes Once, Not Repeatedly Emphasis on true root cause analysis to avoid recurring errors 07:30 Financial impact of recurring mistakes (example: $1,000 error needs $50,000 in new revenue to offset) 07:57 Challenges of management ineptness as a root cause 09:08 Suggestion to look for similar issues elsewhere in the business 09:31 48. Track Improvement Actions Alongside Business Actions Setting objectives/goals as per various ISO standards; aligning improvements with these 09:56 Breaking objectives into smaller targets and tracking progress 10:43 Avoiding unintended negative impact on other processes/parts of the organization 11:44 Classic systems theory (Taiichi Ohno, John Seddon) and its application 12:20 49. Use Key Performance Indicators (KPIs) Already in Use Use existing KPIs as performance evidence for ISO 14:44 Clause 9.1 asks organizations to choose what to measure 14:59 Don’t create unnecessary KPIs just for ISO compliance 15:58 Various company scenarios: adapting or rebuilding management systems 16:08 The difference between “variety” and “change” in organizations 16:58 Using effective KPIs for profitability and in new standards like ISO 42001 (AI management) 18:09 50. ISO Management System Supports the Business The management system is a support tool, not the business itself 18:52 Integration of multiple standards and systems for efficiency 19:45 Case example: client with multiple separate management systems and missed opportunity for integration 20:01 Organizational resistance to integration due to perceived job loss 20:59 Reframing staff roles toward continuous improvement rather than system maintenance 21:43 Integrating systems as a path to profit improvement 22:12 Reducing recurring non-conformances as a key profitability driver 22:12 5. Closing Reflections Howard Fox and Jim Moran discuss using freed-up resources for process improvement 22:27 Final thoughts on finishing the 50 ways series and previewing upcoming ISO 9001 changes 23:44 6. AI and ISO: Brief Comments Benefits and concerns of AI in ISO management systems 24:57 Balancing business value, energy use, and public debate on AI 25:41 7. Resources and Contact Information Simplify ISO website and resources 27:04 Availability of the podcast on LinkedIn, YouTube, and other channels 27:22 International Management System Institute (imsipro.org) 27:41 How to reach out with topics or contact questions 27:31 Howard Fox's coaching and LinkedIn details 28:20 8. Wrap-Up and Sign-Off Thanks and closing remarks from both hosts 28:44 Promotion of show notes and backlinks for further learning 28:21 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 Review Podcast, SimplifyISO, Podcast #JimMoran #InformationSecurityManagementSystem #ISOReviewPodcast #SimplifyISO #Podcast

May 26, 2026Episode 8325 min

50 Ways to Simplify Your ISO Management System - Part IX

Welcome back to another episode of the ISO Review Podcast, presented by Simplify ISO. Join hosts Howard Fox and ISO management system expert Jim Moran as they continue their journey through "50 Ways to Simplify Your ISO Management System." In this episode, they break down tips 41 to 45, covering practical strategies like using internal audits as process reviews, focusing audits on critical points, adopting a "show me how this works" approach, training staff only on what they need to know, and replacing traditional classroom training with micro training techniques. Whether you're in healthcare, manufacturing, or any other industry, these insights will help you streamline your management system and get the most out of your ISO standards. Stay tuned as Howard Fox and Jim Moran share real-world examples, actionable advice, and a preview of updates coming to the ISO 9001 standard. DISCUSSION Sequence of Topics Covered Introduction to the Podcast - Reference to "50 Ways to Simplify your ISO Management System" series, specifying part nine and the topics covered today 00:00–00:57 Recap of Previous Episode Overview of Today’s Topics (Numbers 41–45) Using Internal Audits as Process Reviews, Not Clause Checks (#41) Audit Fewer Things, Better (#42) Use “Show Me How This Works” Instead of Checklists (#43) Training Staff Only on What They Need to Know (#44) Replace Classroom Training with Micro Training (#45) Applicability to All ISO Standards Resources and Where to Learn More Upcoming Topics 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 Review Podcast, SimplifyISO, Podcast #JimMoran #InformationSecurityManagementSystem #ISOReviewPodcast #SimplifyISO #Podcast

May 12, 2026Episode 8233 min

50 Ways to Simplify Your ISO Management System - Part VIII

Welcome back to the ISO Review Podcast, a production of Simplify ISO, where Howard Fox, business coach and host of the Success Insight podcast, ISO management system expert Jim Moran, explore the latest developments in international standards and provide practical tips to help you get the most out of your management systems. In this episode, Howard and Jim dive into the next segment of our ongoing series, "50 Ways to Simplify Your ISO Management System." They cover a range of actionable topics, including: setting meaningful quality objectives tracking progress visually delegating ISO responsibilities to process owners streamlining top management's involvement, and focusing on training leaders for intent over rigid compliance. Whether you're an ISO veteran or just getting started, this episode is packed with expert insights to keep your management systems effective, efficient, and as simple as possible. DISCUSSION 00:00 Preparing for new ISO standards 05:52 Setting achievable health and safety goals 08:41 Finding the right number of objectives 13:41 Changes in management responsibilities 14:48 ISO compliance for small teams 18:06 Document approval and version control 23:50 Internal audits and objectivity changes 25:10 Evaluating management system effectiveness 29:52 Simplifying management systems 31:59 Providing helpful backlinks 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 Review Podcast, SimplifyISO, Podcast #JimMoran #InformationSecurityManagementSystem #ISOReviewPodcast #SimplifyISO #Podcast

May 5, 2026Episode 8132 min

50 Ways to Simplify Your ISO Management System - Part VII

Welcome back to the ISO Review Podcast, your trusted source for the latest insights on international standards and management system best practices. In this episode, hosts Howard Fox and Jim Moran continue their exploration of "50 Ways to Simplify Your ISO Management System," diving into leadership and governance strategies that streamline operations and cut through unnecessary complexity. Join us as Jim Moran shares practical advice on making the most of existing leadership meetings for management reviews, documenting decisions efficiently, and eliminating redundant ISO committees. Discover why defining responsibilities in job descriptions—not procedures—and leveraging your annual business plan as ISO evidence can make your management system leaner and more effective. Whether you're a seasoned ISO professional or just beginning your standards journey, this episode is packed with actionable tips to help you get the most out of your management system without the extra hassle. DISCUSSION 00:00 Leadership and governance discussion 05:38 Year-end summary and KPI review 06:48 Management review meeting overview 11:01 Crafting clear bullet points 15:15 Importance of team communication 17:12 Understanding employee autonomy in processes 20:22 Discussing resource requirements in business plan 25:57 Interpreting ISO objective requirements 27:01 Adjusting objectives and leadership training 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 Review Podcast, SimplifyISO, Podcast #JimMoran #InformationSecurityManagementSystem #ISOReviewPodcast #SimplifyISO #Podcast

April 21, 2026Episode 8030 min

50 Ways to Simplify Your ISO Management System - Part VI

Welcome to another episode of the ISO Review Podcast, your trusted resource for the latest in international standards development and practical strategies to maximize your management systems. In today’s episode, Howard Fox and ISO expert Jim Moran continue their journey through "50 Ways to Simplify Your ISO Management System," diving deep into actionable techniques for integrating and managing risks across multiple standards. From consolidating risk registers and visually mapping process hazards to encouraging leadership engagement and making risk discussions a powerful tool for management review, this episode is packed with insights designed to streamline your processes, reduce complexity, and drive continuous improvement. Whether you’re a seasoned ISO professional or just starting out, you’ll come away with practical ideas to help your organization thrive in today’s dynamic environment. DISCUSSION 00:00 Simplifying risk assessment strategies 04:58 Integrating risk management systems 10:11 Documenting decisions and KPIs 14:37 Addressing non-conformances and risks 16:24 Understanding change and risk management 20:54 Leadership and risk acceptance 24:50 Tips for management review meetings 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 Review Podcast, SimplifyISO, Podcast #JimMoran #InformationSecurityManagementSystem #ISOReviewPodcast #SimplifyISO #Podcast