If you run one audit program across quality and environment, your quality audits now need objectives.
ISO 14001:2026 requires you to define the audit objectives, criteria and scope for each audit, at 9.2.2 a). ISO 9001:2015 requires criteria and scope only. A combined system runs one audit program, so the stricter requirement governs all of it — and most existing audit plans state a scope and a criterion and no objective at all. That single sentence is the kind of consequence nobody working from one standard at a time discovers until someone else points it out.
The same problem runs through the management review. Build your agenda from ISO 9001 and you drop requirements ISO 14001:2026 makes. Build it from ISO 14001 and you drop requirements ISO 9001 makes. Neither list is a superset of the other, and the overlap is smaller than it looks.
What each standard asks for that the other does not
Four ISO 9001 inputs have no ISO 14001 counterpart: customer satisfaction, process performance and conformity of products and services, the performance of external providers, and the effectiveness of actions taken to address risks and opportunities.
Four ISO 14001:2026 results have no ISO 9001 counterpart: conclusions on continuing suitability, adequacy and effectiveness (9.3.3 a) — ISO 9001 states this as the purpose of the review at 9.3.1 but never asks for it as an output); actions when environmental objectives have not been achieved (d); opportunities to improve integration of the management system with other business processes (e); and any implications for the strategic direction of the organization (f).
Point e) is the one to notice. A standard that asks you to record opportunities to integrate the system with the rest of the business is asking a question your quality review has never been structured to answer.
What’s included
- Combined management review deck — 55 slides, editable PowerPoint. Each section slide states what to bring, holds a placed area for your data, and carries an MSI note on how the requirement is usually answered badly.
- Combined minutes form — 22 pages, editable Word. Discussion and conclusions recorded separately, action items with one named owner and one date, and a consolidated action register at the back.
- 29 numbered sections, identical in both files — the presenter and the recorder are never on different items.
- Every section anchored to its clause in both standards, with single-standard requirements marked as such, so nothing appears to be required of a system it isn’t required of.
- Integration decision record — where the two standards genuinely differ, what this toolkit does, and what the alternative was, so adopting the stricter reading is a choice you made rather than one you inherited.
- Document control on every slide, applied through the slide master so it cannot be dropped from a slide added later: company name, period covered, template number and revision, the date the review was held, internal-use marking, and live slide numbering.
- Cover record identity block — organization, period covered, date held, meeting called by, minutes recorded by, and your own record reference. The deck states plainly that once completed it is a record, not a template.
- Terms used in this review in plain language, so the meeting runs without a copy of either standard open alongside it.
- Before you hold this review — what feeds each section, and what to do when you do not have it.
- Worked examples using a fictional manufacturer, each labeled and built to be replaced. They interlock: the same coating line appears as a quality constraint and as an environmental aspect, which is what an integrated review actually looks like.
Built to ISO 14001:2026, not the edition it replaces
ISO 14001:2026 supersedes ISO 14001:2015. If your environmental review agenda predates it, it was written against a different clause structure and a shorter list of results. This toolkit is built to the current edition throughout, which makes it usable as the planning anchor for your transition: work backwards from the review that has to report it.
Who it’s for
Quality and EHS managers, integrated management system owners, and consultants at organizations certified to both standards or adding one to the other. ISO 9001 and ISO 14001 are the two most widely held management system certifications in the world, which makes this a common pairing — and a poorly served one, because most available material treats the two reviews as separate meetings.
Format and delivery
Editable .pptx and .docx, delivered on purchase. No subscription. Replace the bracketed placeholders and it is yours; the fictional example organization appears only on the labeled worked-example slides.
Questions
Can we hold one review for both standards?
Yes, and both standards allow it. What they do not allow is one agenda that quietly answers only one of them. This toolkit is the combined agenda, with every requirement from each standard given its own numbered section.
We are certified to ISO 14001:2015. Is this still right for us?
It is built to ISO 14001:2026, the edition you will transition to. Using it now means your review is already structured for the standard you are moving to, and the transition itself becomes a review agenda item rather than a separate project.
Does this replace our management review procedure?
No, and neither standard requires a separate procedure — though your planned interval has to be stated somewhere. This is the agenda and the record. MSI’s Leadership and Commitment procedure covers the governance.
Can we delete sections that do not apply this period?
Present them and record “considered, no change this period” with the reason. A deleted section removes the evidence that top management considered the input.
Who wrote it?
Management Systems International, LLC — a veteran-owned, female-owned ISO consulting firm co-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 ISO 14001:2015 certified. For the quality side, the QMS Interviews course prepares the people who will be questioned during a certification or surveillance audit.
Questions before you buy? Call Management Systems International, LLC at
760-434-9141 or toll-free 888-914-9141, or visit
msi-international.com.
This toolkit does not reproduce the text of ISO 9001:2015 or ISO 14001:2026; you still need your own licensed copy of each standard.
© 2026 Management Systems International, LLC. All rights reserved.
