IMS Management Review Toolkit (ISO 9001 + ISO 14001:2026 + ISO 45001:2018)

Most transition guidance is a list of what changed. A list is not a plan. It does not tell you when documentation has to be finished, when training has to be done, or when your internal audits have to be complete so the findings are closed before the registrar walks in. Those dates are all derived from one fixed point, and the planner derives them.

Four files, because you need both editions

Your quality certificate still says ISO 9001:2015, and it says that until your transition audit closes. Your OH&S certificate does not move at all. This quarter’s integrated review has to be held against the editions on your certificates. Both pairs are in the package.

ISO 9001:2015 + ISO 14001:2026 + ISO 45001:2018 deck and form 58 slides · 27 pages · 33 sections	Run this year’s integrated review against the editions on your certificates. Use it until your transition audit closes.
ISO 9001:2026 + ISO 14001:2026 + ISO 45001:2018 deck and form 62 slides · 30 pages · 35 sections	Plan with it now, present from it once you transition. Contains the transition planner covering the two standards that move.

What the transition planner asks you to fix

• The two anchor dates — your next surveillance audit and your recertification audit. Your registrar sets them. Everything else follows from them.
• Planning completed by — including the clause-by-clause outline of what has to change, the effort, and who does each part.
• Documentation updated · registrar audit scheduled · training completed · implementation · internal audits completed · registrar transition audit completed — each with an owner, a target date and a status.

Certification bodies need roughly nine to twelve months to be accredited to a new edition, so the first 2026 certificates are not expected before about mid-2027. Aim at a 2027 or 2028 surveillance visit. Auditor capacity tightens sharply in the final year of any transition, and the organizations that wait are the ones that discover their registrar has no slots left.

Three standards, and only one of them changed

ISO 9001:2026 is the only one of the three revised in this cycle, which means the places where the standards disagree moved rather than settled. Every section says which standards require it.

Interested parties — now shared by all three	ISO 14001 and ISO 45001 have always named it. ISO 9001:2015 did not, so in an integrated review that section was environment and OH&S only. ISO 9001:2026 names it at 9.3.2 c). Workers and their representatives are interested parties under ISO 45001 and are not optional.
Risks and opportunities — three questions now	ISO 9001:2026 splits effectiveness into risks at 9.3.2 g) and opportunities at 9.3.2 h). ISO 45001 keeps them together at 9.3 d) 6) and ISO 14001 asks only what changed. The stricter reading means answering separately, so the OH&S clause is cited on both sections rather than one.
Climate change, 4.1	All three require the determination — ISO 9001:2026 and ISO 14001:2026 in the core text, ISO 45001:2018 through Amendment 1:2024. One determination serves all three. The reference slide carries the route most often missed: heat, air quality and severe weather are worker hazards under 6.1.2.
Retained became available, for two of three	Both 2026 editions say documented information shall be available. ISO 45001 still requires retention, so retention governs the shared record — the stricter reading, and what a registrar asks to see.

What is in each pair

• A deck you present from and a form that becomes the record, generated from the same section list. Section 14 on the slide is Section 14 on the form. The presenter and the recorder are never on different items.
• Every section anchored to the requirement it satisfies, with the clause or clauses printed under the title, and single-standard requirements marked as such so nothing appears to be required of a system it is not required of.
• A requirement comparison across two slides — which of the three standards asks for each requirement, which are silent, and where each lands in the agenda. No single clause list produces a compliant integrated agenda, and this is the evidence.
• Terms used in this review — plain-language explanations of every term that carries a specific meaning, with the clause where each is defined. The review does not depend on who has read the standards most recently.
• Before you hold this review — each section mapped to the record that feeds it, and what to do if you do not have it. This is the page that stops a review being held on data that does not exist.
• Worked examples with completed data, each labeled and built to be replaced. They interlock: the coating line appears three times in one review — as a process constraint, as an environmental aspect, and as an OH&S hazard — which is the whole argument for holding one review instead of three.
• Document control on every slide and every page, applied through the slide master so it cannot be dropped from a slide added later, plus a cover record identity block: organization, period covered, date held, called by, recorded by, and your own record reference.

Questions

Why am I paying for the older edition when it has been superseded?
Because you are still certified to it. ISO withdrew the 2015 edition on publication, but existing certificates remain valid through a transition period expected to run three years, and your review has to be held against the edition on your certificate until your transition audit closes. You get both so you can run this year’s review correctly and plan next year’s at the same time.

How long do we have?
The transition is expected to run three years from publication, to around September 2029, subject to confirmation by the accreditation community. That is the outer limit, not the target — see the note above about registrar capacity.

Does a management review against the new edition have to happen before the transition audit?
Yes, along with an internal audit. Both are inputs a registrar will look for as evidence the system is operating to the new edition rather than merely documented to it. The 2026 pair is how you produce one.

Does ISO 45001 transition too?
Not on this timetable. ISO 45001:2018 remains the current edition, amended in February 2024 to add the climate change determination. The transition planner covers ISO 9001 and ISO 14001 only, and says so on its face.

Can we just renumber our existing deck?
You could, and the renumbering is the easy part. What renumbering does not give you is a section for interested parties anchored to all three standards, a second section separating opportunities from risks with the OH&S clause cited on both, or a record of the climate change determination that serves all three systems.

Who wrote it?
Management Systems International, LLC — a veteran-owned, female-owned ISO consulting firm founded in 1998. Across 28 years MSI has supported 80+ certifications, attended 200+ audits, and trained 600+ professionals.

Where to go next

MSI’s ISO 14001:2026 transition course covers the move from the 2015 edition, and is relevant if your organization is already certified to ISO 14001:2015.

MSI’s QMS interviews course prepares the people who will be questioned during a certification or surveillance audit, including the ones who will be asked what the management review concluded.

MSI’s ISO procedure templates and guides are editable Word procedures and full documentation packages covering every clause this review reports on — the system behind the record, and the documentation your transition plan says has to be updated.

Questions before you buy? Call 760-434-9141 or toll-free 888-914-9141, or visit msi-international.com.

Delivered as two .pptx and two .docx files, fully editable, no protection and no macros. Worked examples use a fictional organization created by MSI for illustration only, marked as such throughout and intended to be replaced with your own data.
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