Templates & Toolkits

Practical, ready-to-use quality tools — built by working auditors, in plain English. Every product shows you exactly what's inside before you buy, and downloads are instant.

Instant download, no delivery charge, and a 14-day full refund on every paid toolkit — no reason needed.

Toolkits

Best value — save $66 vs buying separately ($215)

Everything Bundle — the complete Qlause toolkit library

Every paid Qlause toolkit in one purchase: the full ISO 9001 Documentation Toolkit (50 documents) plus all four transition and problem-solving toolkits — the lowest per-tool price we offer.

ISO 9001 Documentation Toolkit — the Start Here guideISO 9001:2026 Transition ToolkitISO 14001:2026 Transition Toolkit8D Problem-Solving ToolkitSPC Control Chart Toolkit

Real pages from the actual file — click any preview to enlarge.

  • The complete ISO 9001 Documentation Toolkit — 50 documents: fully-written quality manual, ten procedures, 25 forms & registers, a 47-question audit checklist and a Start Here guide ($99 on its own)
  • ISO 9001:2026 Transition Toolkit — gap checklist, clause guidance and an action plan for the new edition ($29)
  • ISO 14001:2026 Transition Toolkit — the same, clause-mapped for the environmental standard ($29)
  • 8D Problem-Solving Toolkit — a full D0–D8 Excel workbook with Is/Is-Not, the 3-legged 5-Why and an Ishikawa canvas ($29)
  • SPC Control Chart Toolkit — X̄-R, X̄-S, I-MR and p/np/c/u charts with automatic control limits ($29)
  • Free updated editions when ISO 9001:2026 and ISO 14001:2026 publish — the whole library, transition included

What you still have to do

Everything in the five toolkits, adapted the way you would adapt each one — see each product below for exactly what it contains and what you tailor. One download, one single-organisation licence.

For: Quality and EHS managers standing up or upgrading a full management system who want the entire Qlause toolkit library at the lowest per-tool price.

Flagship — free ISO 9001:2026 updated edition included

ISO 9001 Documentation Toolkit (50 documents)

Stop writing your QMS from a blank page: a fully-written quality manual, ten complete procedures and twenty-five working forms and registers — one numbering scheme, already cross-referenced, ready to adapt.

Start Here — Implementation Guide with the 12-week pathQuality Manual — fully written, clause-by-clauseQP-002 Internal Audit — one of ten fully-written proceduresFM-010 Internal Audit Checklist — 47 pre-written questions with dropdown resultsFM-013 Risk & Opportunity Register — auto-calculated ratingsFM-001 Master Document Register

Real pages from the actual file — click any preview to enlarge.

  • Quality manual fully written clause-by-clause (two options), with a 28-row matrix mapping every ISO 9001:2015 clause to the document that answers it
  • Ten complete procedures — document control, internal audit, nonconformity & corrective action, management review, risk (5×5 rules), training, suppliers (score bands), complaints (response targets), calibration, change management
  • Written prose, not fill-in-the-blanks: the ten procedures need just 29 fields between them, and QP-001 Control of Documented Information needs none at all
  • 25 forms, logs & registers — the Excel registers with dropdowns, automatic calculations and overdue highlighting built in
  • 47-question internal audit checklist with C/NC/OFI dropdown and automatic result summary, plus a Start Here guide with a 12-week implementation path

What you still have to do

Written, but not drop-in. Around 70 marked «fields» across the manual, policy and all ten procedures become your own details, and where your organisation genuinely works differently you change the words — an auditor checks what you do against what you wrote. Adopt what fits, adapt what nearly fits, delete what doesn't apply. Budget a day to make it yours.

For: Quality managers implementing ISO 9001 from scratch, certified organisations upgrading tired documents, and teams who want a system they can maintain themselves.

Both 2026 toolkits — save 15% vs buying separately ($58)

2026 Transition Pack — ISO 9001 + ISO 14001

Both 2026 transition toolkits in one purchase: gap checklists, clause-by-clause guidance and phased action plans for the quality AND environmental standards — the pack for integrated-system teams.

ISO 9001:2026 Transition Gap Checklist — every changed area with what to checkISO 9001:2026 Action Plan — phased transition roadmapISO 14001:2026 Transition Gap Checklist — clause-mapped self-checkISO 14001 Environmental Aspects Register — life-cycle perspective

Real pages from the actual file — click any preview to enlarge.

  • ISO 9001:2026 Transition Toolkit — gap checklist across every change area (climate context, quality culture & ethics, the risk/opportunity split, Annex A), clause guidance and a 3-year action plan ($29 on its own)
  • ISO 14001:2026 Transition Toolkit — 18-point gap checklist, clause guidance and a phased plan to the May 2029 deadline, with updated registers built in ($29 on its own)
  • One consistent method across both standards — the same gap → guidance → action-plan structure, so one team can run both transitions
  • Free updated editions when each standard publishes — buy once, transition covered

For: Quality and EHS managers running an integrated (QMS + EMS) system, and consultants moving clients through both 2026 transitions.

Fix it and hold the gain — save 15% vs buying separately ($58)

Problem-Solver Pack — 8D + SPC

Solve the problem, then prove it stays solved: the full D0–D8 8D workbook to find and fix the root cause, plus the SPC Control Chart Toolkit to keep the process in control afterwards.

8D Report — progress tracker across all nine disciplines8D Report — D4 three-legged root cause analysis with the escape pointX̄-R chart tab — averages and range charts with live control limitsSPC Start Here tab — which chart to use and how to read the signals

Real pages from the actual file — click any preview to enlarge.

  • 8D Problem-Solving Toolkit — complete D0–D8 report with Is/Is-Not, the 3-legged 5-Why and an Ishikawa canvas built in ($29 on its own)
  • SPC Control Chart Toolkit — X̄-R, X̄-S, I-MR and p/np/c/u charts with automatic control limits, spec fields and a Start Here guide ($29 on its own)
  • The natural pairing: D7 prevent-recurrence hands over to the control chart — the 8D proves the fix, SPC proves it holds
  • Plain Excel, no macros or add-ins — fill the yellow cells and the tools do the maths

For: Quality and process engineers answering customer complaints and 8D requests who then need ongoing evidence of control (PPAP, audits, customer scorecards).

Free updated edition when the standard publishes

ISO 9001:2026 Transition Toolkit

Turn the 2026 changes into a working plan: gap checklist, clause-by-clause guidance and an action plan you can put in front of management.

Transition Gap Checklist sheet — every changed area with what to checkClause Guidance sheet — what is changing per clauseAction Plan sheet — phased transition roadmapRead-me sheet — what's inside and how to use the toolkit

Real pages from the actual file — click any preview to enlarge.

  • Gap checklist covering every change area — climate context, quality culture & ethics, the risk/opportunity split, and Annex A
  • Clause-by-clause guidance in plain English, mapped to what auditors will actually look for
  • A transition action plan structured around the 3-year clock
  • Based on the final-draft text — buyers get the updated edition free within days of publication

For: Quality managers and consultants planning the move from ISO 9001:2015.

Published edition — transition by May 2029

ISO 14001:2026 Transition Toolkit

Move your environmental system from ISO 14001:2015 to the new 2026 edition: a clause-mapped gap checklist, plain-English guidance and the updated registers you'll actually need.

Transition Gap Checklist sheet — every changed area with what to checkClause Guidance sheet — what is changing per clause and what auditors look forAction Plan sheet — phased transition roadmap to May 2029Environmental Aspects Register — life-cycle perspective across normal, abnormal and emergency conditionsRead-me sheet — what's inside and how to use the toolkit

Real pages from the actual file — click any preview to enlarge.

  • 18-point gap checklist covering every change — climate & broader context, the new change-planning clause (6.3), the risk/opportunity split and the life-cycle view
  • Clause-by-clause guidance in plain English, mapped to what auditors will look for
  • A phased action plan structured around the 3-year clock (deadline May 2029)
  • Updated registers built in — Context & Interested Parties, Risk & Opportunity, and a life-cycle Environmental Aspects register

For: EHS and quality managers and consultants planning the move from ISO 14001:2015.

8D Problem-Solving Toolkit (Excel)

The full 8D method in one working workbook: a D0–D8 report with Is/Is-Not, the three-legged 5-Why and an Ishikawa canvas built in — you fill the fields, not the theory.

Read-me sheet — the nine disciplines at a glance and how to use the workbook8D Report — progress tracker with D0 prepare, D1 team and D2 define the problem8D Report — D4 three-legged root cause analysis with the escape pointIs/Is-Not analysis tab — the VDA best-practice grid across ten dimensions3-Legged 5-Why tab — occurrence, detection and systemic chains to root causeIshikawa / fishbone tab — six-M brainstorm with a cause-evaluation table

Real pages from the actual file — click any preview to enlarge.

  • Complete D0–D8 8D report with a live progress tracker across all nine disciplines
  • Three-legged root cause analysis — occurrence, detection (escape point) and systemic — the way customers and auditors expect it
  • Built-in supporting tools: Is/Is-Not analysis, a 3-legged 5-Why, and an Ishikawa (fishbone) canvas with a cause-evaluation table
  • Prevent-recurrence and read-across sections (PFMEA, control plan, lessons learned) so the fix sticks across every line and plant

For: Quality, engineering and operations teams answering customer complaints, recurring defects and IATF 16949 / VDA 8D requests.

SPC Control Chart Toolkit (Excel)

Pick the right tab, fill the yellow cells, and watch control limits and charts calculate live — no SPC maths, no macros, no setup.

X̄-R chart tab — averages and range charts with live control limitsStart Here tab — which chart to use and how to read the signals

Real pages from the actual file — click any preview to enlarge.

  • X̄-R, X̄-S and I-MR charts for variable data, plus switchable p/np/c/u attribute charts
  • Control limits (UCL / centre line / LCL) calculate automatically as you enter data
  • Start-Here guide: which chart to use and how to read the signals
  • Spec fields (USL / LSL / target) and present-ready formatting — plain Excel, no add-ins

For: Quality engineers running ongoing process control and PPAP submissions.

Free downloads

Fast Response Tracker (Excel)

Log every open concern and drive it to closure — a live board that shows what's open, overdue, and which 8D step each issue is on.

Fast Response Tracker — open-concern log with status tiles and 8D step tracking

Real pages from the actual file — click any preview to enlarge.

  • One line per issue: owner, containment date, target close and status
  • Live Total / Open / Closed / Overdue tiles at the top
  • Tracks the 8D step (D0–D8) each concern is on — the natural companion to the 8D Toolkit

For: Anyone running a quality response board, layered process audits, or a QRQC / fast-response meeting.

ISO 14001:2026 Gap Analysis Checklist

See where your environmental system already meets the 2026 edition and where the gaps are — a clause-by-clause self-check in about 10 minutes.

ISO 14001:2026 gap analysis — clause-by-clause self-check with live score

Real pages from the actual file — click any preview to enlarge.

  • 10-point self-check across every 2026 change area — climate, wider context, clause 6.3, life-cycle aspects and more
  • Live readiness score and gap count as you fill it in
  • The natural first step before the full Transition Toolkit

For: Anyone certified to ISO 14001:2015 wondering how big the move to 2026 is.

ISO 9001:2026 Readiness Scorecard

Score your culture, leadership, risk and context gaps against the 2026 changes in about 10 minutes.

Readiness Scorecard sheet — statement-by-statement self-check with live score

Real pages from the actual file — click any preview to enlarge.

  • Self-assessment across every 2026 change area
  • Instant download — see where you stand before you plan

For: Anyone certified to ISO 9001:2015 wondering how big the move is.

Capability Study (Cpk) Calculator

Paste your measurements, get Cp, Cpk and predicted yield instantly — prove the process is capable.

Worked example — Cp, Cpk, predicted yield and distribution from sample data

Real pages from the actual file — click any preview to enlarge.

  • Cp, Cpk and predicted out-of-spec yield from your raw data
  • Pairs with the SPC Toolkit for ongoing control

For: Quality engineers, PPAP submitters and auditors checking capability.

Free on-demand masterclasses

Short, plain-English video walkthroughs — ISO 9001:2026 (every change explained) and 8D Problem Solving (the eight disciplines). Watch free, then put the matching toolkit to work.

Watch free →
The Clause Companion

The book — The Clause Companion

The toolkits give you the documents. The book explains the whole standard in plain language — mirror-numbered so Chapter 8 is clause 8, with the same six treatments for every clause family, a box in each showing what ISO 9001:2026 changes, and five chapters on the improvement engine no certificate requires. Two editions: ISO 9001, and an Automotive Edition carrying 46 IATF 16949 sections.

See inside before you buy

Full contents listed on every product — no surprises after checkout.

Instant download

Secure checkout via Payhip (Visa, Mastercard, PayPal). Files arrive immediately.

Licensed for your organisation

Single-organisation licence — use across your whole site, no per-user fees.

Not sure where to start? Explore the free Clause Explorer, try the document-control demo, or read the Clause Insights articles.