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 guide

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.

$149Get the toolkit

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 path

Quality Manual — fully written, clause-by-clause

QP-002 Internal Audit — one of ten fully-written procedures

FM-010 Internal Audit Checklist — 47 pre-written questions with dropdown results

FM-013 Risk & Opportunity Register — auto-calculated ratings

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.

$99Get the toolkit

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 check

ISO 9001:2026 Action Plan — phased transition roadmap

ISO 14001:2026 Transition Gap Checklist — clause-mapped self-check

ISO 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.

$49Get the toolkit

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 disciplines

8D Report — D4 three-legged root cause analysis with the escape point

X̄-R chart tab — averages and range charts with live control limits

SPC 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).

$49Get the toolkit

Pairs with the free Work at Height training series

Work at Height Compliance Pack

Everything Construction Regulation 10 asks a South African site for, written and ready to make yours: the fall protection plan, the risk assessment behind it, the rescue plan, and the equipment register that keeps itself honest.

Fall Protection Plan Template — the twelve-section plan, written out

Fall Risk Assessment worked example — a warehouse roof job scored before and after controls

Equipment register worked example — in service, due soon, overdue, not inspected and withdrawn

Rescue Plan Template — who goes, with what, and how fast

Rating guidance — likelihood and severity wording written for work at height

Standards and intervals — SANS/EN standards per item and what withdraws it immediately

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

Fall Protection Plan Template — 12 sections covering all five parts Regulation 10(2) requires, written in prose you edit rather than blanks you guess at
Fall Risk Assessment (Excel) — live 5×5 scoring before and after controls, a worked roof-work example scored end to end, rating guidance and a task library of fall risk positions
Fall Protection Equipment Register (Excel) — every harness, lanyard, retractable, anchor and rescue item with its standard and interval; next-due dates and status calculate themselves and turn red when they lapse
Rescue Plan Template, rescue drill record and knots card — the part most sites are missing, since a harness with no way down is a countdown, not a control
Pre-use inspection sheet, fall clearance worksheet, lifeline installation checklist and a practical observation checklist mapped to every assessment criterion of US 229998
All three knowledge tests with trainer answer keys, plus a Certificate of Attainment issued by your organisation — Word and Excel throughout, so every word is yours to change

What you still have to do

Templates, not a signature. A fall protection plan is only valid once a competent person appointed under Regulation 10(1) has written it for your actual site and signed it, and nothing in this pack replaces accredited training, practical assessment by a registered assessor, or the Annexure 3 medical certificate of fitness.

For: Safety officers, SHEQ managers, contractors and competent persons appointed under Construction Regulation 10(1) — roofing, solar, sheeting, maintenance and construction work in South Africa.

$29Get the toolkit

Free updated edition when ISO 9001:2026 publishes on 16 September

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 check

Clause Guidance sheet — what is changing per clause

Action Plan sheet — phased transition roadmap

Read-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
Cut against the approved final draft, so the clause numbering is already final — buyers get the updated edition free within days of the 16 September publication

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

$29Get the toolkit

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.

Clause Guidance sheet — what is changing per clause and what auditors look for

Action Plan sheet — phased transition roadmap to May 2029

Environmental Aspects Register — life-cycle perspective across normal, abnormal and emergency conditions

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.

$29Get the toolkit

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 workbook

8D Report — progress tracker with D0 prepare, D1 team and D2 define the problem

Is/Is-Not analysis tab — the VDA best-practice grid across ten dimensions

3-Legged 5-Why tab — occurrence, detection and systemic chains to root cause

Ishikawa / 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.

$29Get the toolkit

AIAG-VDA 7-step format — Action Priority, not RPN

PFMEA Toolkit (Excel) — AIAG-VDA 7 steps

Process FMEA to the current method: type S, O and D and the Action Priority letter answers itself, colour-coded — with a linked process flow tab and the control plan handoff built in.

Worked example PFMEA — thirteen failure chains with colour-coded Action Priority letters

The blank 7-step PFMEA sheet — structure to optimization, AP calculated live

Rating guidance — S, O and D band summaries and the AP rules in plain language

Control plan handoff — special characteristics and detection controls mapped to control plan columns

Start here sheet — the seven steps and where each lives in the workbook

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

Full 7-step PFMEA sheet: structure, function and failure analysis, separate prevention and detection controls, and an optimization block with owners, dates, status and re-rated AP (prints on A3)
Action Priority calculated live from the complete S-O-D logic — on current ratings and again after optimization; High and Medium lines colour themselves
Linked process flow tab — enter your operations once and the PFMEA picks them from a drop-down, so the two documents cannot drift apart
13-line worked example on the same welded bracket as the free Control Plan Template — including a High closed to Low by error-proofing, and a Medium closed by documented justification
Control plan handoff tab mapping every special characteristic and detection control to control plan columns, plus plain-language S/O/D rating guidance

What you still have to do

The worked example is a teaching model — your PFMEA is only valid built by your own cross-functional team against your own process, rated against your licensed AIAG & VDA FMEA Handbook and your customer-specific requirements. This workbook reproduces no handbook text, forms or tables.

For: Quality, manufacturing and process engineers building or updating PFMEAs — IATF 16949, VDA and AIAG environments, and any manufacturer analysing process risk properly.

$29Get the toolkit

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.

Start 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.

$29Get the toolkit

Free downloads

HACCP Flow Diagram & Product Description Template (Excel)

The first five steps of a HACCP study — the two documents every hazard you find later is built on, and the two where more studies go wrong than anywhere else.

Worked example flow — fifteen steps from receiving to chilled distribution with parameters and hygiene zones

Health check — twelve questions on your existing flow diagram and product description with a live score

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

Product description and intended use with a note on every field saying what belongs there and why it matters later — including the two intended-use fields that decide half your severity ratings
Process flow with inputs, outputs, safety parameters and hygiene zone per step, plus the on-site confirmation block for Codex step 5 — the requirement most sites treat as a formality
Worked example on a cooked sliced ready-to-eat chicken breast: full description and a fifteen-step flow including the storage, zone transfer and despatch legs most diagrams leave out
12-point health check with a live score for the flow diagram and product description you already have

For: Food safety and quality teams starting or rebuilding a HACCP study — and anyone whose flow diagram has never been walked and signed.

FreeDownload free

FSSC 22000 V7 Gap Checklist (Excel)

Every change from FSSC 22000 Version 6 to Version 7 as a tracked project — V6 audits end on 30 April 2027, and this is the file that gets a site to its upgrade audit with the evidence ready.

FSSC 22000 V7 gap checklist — every V6→V7 change with the evidence the auditor will ask for, status, owner and target date

FSSC 22000 V7 upgrade readiness summary — self-calculating readiness score, open items by priority and days to the upgrade audit

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

27 lines — the ISO 22002-x:2025 framework change, every Part 2 clause 2.5.1–2.5.18 and the audit-process changes — each with the V6 position, what changed in V7, the evidence the auditor will ask for and a priority
Status drop-downs, owners, target dates, overdue flags and a summary tab with a self-calculating readiness score and open items by priority
Timeline tab with the eight dated milestones and days-to-go from today, plus a sources tab pointing at the free scheme documents

For: Food safety and quality managers at FSSC 22000 certified sites planning the V7 upgrade audit — and anyone implementing FSSC 22000 for the first time against Version 7.

FreeDownload free

Process Flow Template (Excel)

The first document of the core-tools chain — every step the part actually takes, including the storage, transport and rework loops the control plan never shows.

Process flow worked example — a welded bracket from receiving to despatch, rework loop included

Process flow health check — ten questions with a live score

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

Blank process flow with step-type symbols (operation, inspection, transport, storage, delay) and a feeds-PFMEA / control-plan column for the shared operation numbering
Worked example on the same welded bracket as the Control Plan Template — including the rework loop with its written re-entry rule
10-point health check with a live score for the flows you already have

For: Quality and manufacturing engineers starting a PFMEA or control plan — and anyone whose current flow diagram only shows the happy path.

FreeDownload free

Control Plan Template (Excel)

The production rulebook as a working file — a blank control plan, a filled worked example, and a 12-point health check for the plans you already have.

Control plan worked example — a welded bracket, line by line, with real reaction plans

Control plan health check — twelve questions with a live score and the containment-window calculator

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

Blank control plan in the standard column set — copy it once per phase (prototype, pre-launch, production)
Worked example written the way a good plan reads, including reaction plans that name the containment quantity
12-point health check with a live score, plus the containment-window calculator: rate × interval = the parts you sort when a check fails

For: Quality and manufacturing engineers writing or auditing control plans — IATF 16949 suppliers, and any manufacturer proving controlled conditions under ISO 9001 8.5.1.

FreeDownload free

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.

FreeDownload free

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.

FreeDownload free

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.

FreeDownload free

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.

FreeDownload free

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 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 both editions Read a free sample

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.