ISO 9001:2015 & ISO 20700:2017 Consultancy IMS
ISO 9001:2015 & ISO 20700:2017 Consultancy IMS
One quality system, one audit trail and one improvement loop across every consulting assignment the firm signs.
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Built and reviewed with our methodology. Read it
Read the guide: What is ISO 9001:2015? A Complete Overview of the World's Quality Standard
By document type
| Category | Files |
|---|---|
| Manuals | 1 |
| Policies | 5 |
| Procedures & SOPs | 17 |
| Forms & Records | 20 |
| Checklists & Audit Tools | 7 |
| Registers, Logs & Matrices | 1 |
| Training & Awareness | 3 |
| Guides & Work Instructions | 5 |
Key documents
| Reference | Document | Format |
|---|---|---|
| AGS-IMS-QM-001 | Integrated Quality Manual | Word |
| AGS-IMS-PR-009 | Assignment Execution and Service Provision Procedure | Word |
| AGS-IMS-PR-007 | Design and Development of Consulting Services Procedure | Word |
| AGS-IMS-PR-011 | Conflict of Interest Management Procedure | Word |
| AGS-IMS-FRM-004 | Client and Assignment Intake and Contract Review Form | Word |
| AGS-IMS-FRM-002 | Risk and Opportunity Register | Word |
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Overview
Consulting firms tend to run two frameworks in parallel: a quality management system built for the certificate, and an informal delivery method built for the work. This package merges them. ISO 9001:2015 supplies the backbone — context, leadership, planning, support, operation, performance evaluation and improvement — while the ISO 20700:2017 guidelines for management consultancy services sit inside the operational clauses as the engagement life cycle of contracting, execution and closure.
Around that spine runs a consolidated policy suite covering quality, ethical and professional conduct, data protection and confidentiality, intellectual property, and social responsibility with health and safety. The procedures follow an assignment from intake and contract review, through design of the service, execution and change control, to deliverable acceptance, service release and closure. Conflict of interest, associates and subcontractors, nonconforming outputs, customer satisfaction and complaints are each controlled. The audit tooling is deliberately combined: an ISO 9001:2015 internal audit checklist and an ISO 20700 assignment life-cycle checklist assess both in one pass, with a certification readiness gap checklist for firms preparing to be audited.
What this system covers
- Contracting — client and assignment intake, contract review and scope agreement
- Design and development of consulting services as a controlled process
- Assignment execution — work plans, governance, progress reporting and change control
- Closure — deliverable verification, client acceptance, service release and closure review
- Conflict of interest, confidentiality and intellectual property across concurrent clients
- Associates and subcontractors — evaluation and control of externally provided services
- Combined internal audit of ISO 9001 conformity and ISO 20700 alignment
- Customer satisfaction, complaints, nonconforming outputs and corrective action
Who it's for
Managing partners, quality managers and operations leads in consultancies and professional-services firms, typically at the point where a tender demands ISO 9001 or a certification audit has been scheduled. Firms at that point want the delivery method documented alongside the management system, not two sets of paperwork describing the same engagement. The end state is one evidence set serving both standards, duplication stripped out of document control, prepared ground for an ISO 9001 certification audit, and an ISO 20700 alignment the firm can self-declare with real practice behind it.
Everything you get
Every toolkit gives you a full set of working documents for your standard, ready to edit and use.
Native Microsoft files. Add your logo and adapt every document to how you work.
Your full toolkit arrives as a ZIP the moment payment clears.
Any of your staff, at any of your own sites. No per-seat fees.
Sector specialists author each toolkit. A principal reviewer with more than twenty years reviews it.
One payment, perpetual licence for your organisation. No subscriptions, no renewals.
If a document is wrong, missing or not as described, tell us within 14 days. We fix it or refund you.
Frequently asked questions
What exactly do I receive?
A downloadable ZIP containing the full set of ready-to-use documents for this toolkit — manuals, procedures, forms, records, checklists, guidance and training material, all in editable Word and Excel format. The exact document count is shown at the top of this page.
Are the documents really editable?
Yes. Every file is native Microsoft Word or Excel — no locked PDFs. Add your logo, change wording, and tailor the content to your organisation. The toolkit is yours to keep and reuse.
Does this certify my organisation?
No. These are documentation toolkits aligned to the relevant standard to help you prepare. Certification itself is issued by an accredited certification body after their audit. Our toolkits give you a strong, audit-ready starting point.
How is it delivered?
Instantly and digitally. There's no physical shipment — you download the files right after payment and receive a backup link by email.
Do I get updates?
Yes, for 12 months. Fixes and revisions to this toolkit are free for 12 months from your order. Email us with your order number to get them.
What is your refund policy?
If a document is wrong, missing or not as described, tell us within 14 days of your order. We fix it or refund you. If you have not downloaded yet, we can cancel the order and refund you in full. We don't refund a change of mind after download. See the Refund policy.
Cannot find your standard?
Tell us which scheme you work to. We will point you to the right toolkit.
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