Overview
This package integrates ISO 9001:2015 quality management with ISO 20700:2017 management-consultancy guidelines into a single, coherent management system purpose-built for consulting and professional-services firms. Rather than running certification and service-delivery frameworks in parallel, the IMS uses the High-Level Structure of ISO 9001 as the backbone — context, leadership, planning, support, operation, performance evaluation and improvement — and embeds the ISO 20700 engagement life cycle (contracting, execution, closure) inside the operational clauses. The documentation set comprises an integrated quality manual; a consolidated policy suite covering quality, ethics, confidentiality and communication; procedures spanning document and record control, risk and opportunity management, competence and training, sales and contracting, assignment planning and delivery, deliverable verification and client acceptance, supplier and associate management, client feedback and complaints, internal audit, management review, nonconformity and corrective action; a full set of forms and records supporting both standards' evidence needs; combined audit checklists that assess ISO 9001 conformity and ISO 20700 alignment in one pass; guidance documents on operating the integrated system; and training materials for consultants and quality staff. The result is one system, one audit trail and one improvement loop: firms can pursue ISO 9001 certification while credibly self-declaring ISO 20700 conformity, cutting documentation duplication, easing tender prequalification, and ensuring that quality discipline directly reinforces engagement profitability and client satisfaction.
Included: 59 ready-to-use, fully editable documents (manual, procedures, forms, records, checklists, guidance and training material).
License: single-organization license; delivered electronically as a ZIP archive.
From purchase to audit-ready
Buy & download instantly
Pay securely by card. Your ZIP download link appears immediately on the confirmation page and in your email.
Edit & brand as your own
Open the native Word & Excel files, add your logo and details, and adapt everything to your organisation.
Implement & get audit-ready
Roll out the manuals, procedures, forms and checklists to build a working, certification-ready system.
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. If we revise this toolkit, you're entitled to the updated version at no extra cost — just contact us with your order details.
What is your refund policy?
Because these are digital products delivered instantly, all sales are final once downloaded. If you have any issue with your files, contact us and we'll make it right. See our Refund Policy for full details.