The webinar covers: • Process Identification, Planning, Implementing and Monitoring • Preparation of the Documents • ISO 9001 Requirements • Consultant Personality Presenter: This webinar was presented by Shahriya Majlesei, PECB Certified Trainer and Executive Director/operation Manager at SMEC Engineering Group. Link of the recorded session published on YouTube:

1. ISO 9001:2015
How to Become A Consultant
SMEC Engineering Company
Management and Business Consulting & Training Services
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2. Shahriyar Majlesein
Job Positions
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123 456 789
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3. Welcome
&
Introductions
3

4. “I am a Project, Quality and Risk Management specialist. During the past 10
years, I was responsible for over 80 Major Projects in several countries in areas
of Oil and Gas, Energy, Telecommunications, IT and Engineering.
I am currently COO of SMEC Engineering Group and CEO of Citadel
Engineering Company
Education:
Ph.D. Student of Business Administration DBA ISM ( Operation Management )
Master of Business Administration (MBA) Project Risk Management Trend
Bachelor Degree of Information Technology Engineering
Bachelor Degree of Business Administration ( Business Marketing )
Education Degree Information Technology (IT) Of American Virtual University (
Colorado Technical University )
Shahriyar Majlesein

5. BRIEF INTRODUCTION
www.iso.org
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6. Who is IOS and What Is ISO?
• The International Organization for Standardization (IOS) is
a worldwide federation of national standards bodies.
• Working through Technical Committees, it has developed
and published over 18,000 different ISO standards that are
used internationally for subjects ranging from film speeds
to wine glasses to quality management systems.
• The official purpose for the issuance of ISO Standards is to
facilitate world trade through standardization.
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7. Understanding the Standards
Documents
Most standards have at least two supporting documents;
• Requirements – these are the “Shall” and are required to be
implemented unless exclusions can be taken. The auditor can
only audit against the “Shall”.
• Code of Practice – these are the “Should” and are guidance to
assist you in implementation.
• Guidance – a fully implementable standard that does not have
a “certification scheme”. You can be compliant, but not certified.
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8. Understanding the Standards
PDCA
8
Do
Plan
Check
Act

9. Understanding, Knowledge, and
Awareness of ISO 9001:2015
CONTEXT OF THE ORGANIZATION
4.1 UNDERSTANDING THE ORGANIZATION AND ITS CONTEXT
4.2 UNDERSTANDING THE NEEDS AND EXPECTATIONS OF INTERESTED
PARTIES
4.3 DETERMINING THE SCOPE OF THE QUALITY MANAGEMENT SYSTEM
4.4 QUALITY MANAGEMENT SYSTEM AND ITS PROCESSES

10. Understanding, Knowledge, and
Awareness of ISO 9001:2015
LEADERSHIP
5.1 LEADERSHIP AND COMMITMENT
5.1.1 GENERAL
5.1.2 CUSTOMER FOCUS
5.2 POLICY
5.2.1 ESTABLISHING THE QUALITY POLICY
5.2.2 COMMUNICATING THE QUALITY POLICY
5.3 ORGANIZATIONAL ROLES, RESPONSIBILITIES AND AUTHORITIES

11. Understanding, Knowledge, and
Awareness of ISO 9001:2015
PLANNING
6.1 ACTIONS TO ADDRESS RISKS AND OPPORTUNITIES
6.2 QUALITY OBJECTIVES AND PLANNING TO ACHIEVE THEM
6.3 PLANNING OF CHANGES

12. Understanding, Knowledge, and
Awareness of ISO 9001:2015
7.1 Resources
7.1.1 General
7.1.2 People
7.1.3 Infrastructure
7.1.4 Environment for the operation of processes
7.1.5 Monitoring and measuring resources
7.1.6 Organizational knowledge
7.2 Competence
7.3 Awareness
7.4 Communication
7.5 Documented information
7.5.1 General
7.5.2 Creating and updating
7.5.3 Control of documented information

13. Understanding, Knowledge, and
Awareness of ISO 9001:2015
Operation
8.1 Operational planning and control
8.2 Requirements for products and services
8.2.1 Customer communication
8.2.2 Determining the requirements for products and services
8.2.3 Review of the requirements for products and services
8.2.4 Changes to requirements for products and services
8.3 Design and development of products and services
8.3.1 General
8.3.2 Design and development planning
8.3.3 Design and development inputs
8.3.4 Design and development controls
8.3.5 Design and development outputs
8.3.6 Design and development changes

14. Understanding, Knowledge, and
Awareness of ISO 9001:2015
Control of externally provided processes, products and services
8.4.1 General
8.4.2 Type and extent of control
8.4.3 Information for external providers
8.5 Production and service provision
8.5.1 Control of production and service provision
8.5.2 Identification and traceability
8.5.3 Property belonging to customers or external providers
8.5.4 Preservation
8.5.5 Post-delivery activities
8.5.6 Control of changes
8.6 Release of products and services
8.7 Control of nonconforming outputs

15. Understanding, Knowledge, and
Awareness of ISO 9001:2015
Performance evaluation
9.1 Monitoring, measurement, analysis and evaluation
9.1.1 General
9.1.2 Customer satisfaction
9.1.3 Analysis and evaluation
9.2 Internal audit
9.3 Management review
9.3.1 General
9.3.2 Management review inputs
9.3.3 Management review outputs

16. Understanding, Knowledge, and
Awareness of ISO 9001:2015
Improvement
10.1 General
10.2 Nonconformity and corrective action
10.3 Continual improvement

17. How To Be a Consultant: 10
Steps to Self Employment
Step 1: Identify the Niche in Which You Have Knowledge and
Experience
You may have an interest in computers. However, this does not
mean you can become an independent computer consultant
(though it can give you a head-start in this field). Knowledge and
experience coupled with interest is the only way to begin.
If you have knowledge about computers (hardware or software),
have worked with these for a considerable period of time and
have the latest detailed, information about them, you can plan to
start a computer consulting business.

18. How To Be a Consultant: 10
Steps to Self Employment
Step 2: Acquire the Certifications and Licenses
Some consulting businesses do not require formal training and
certifications (e.g., gardening consulting). However, if you are
planning to work as an accounting consultant, you need to get
professional certifications from recognized accounting institutions.
Also, consider the licensing requirements to start a consulting
business. The local or state legal guidelines may require you to
get a particular license to work as an independent consultant in
certain specialties.

19. How To Be a Consultant: 10
Steps to Self Employment
Step 3: Decide Your Short and Long Term Goals
If you excel in a niche that has a good prospect, such as
business consulting, computer consulting, career consulting
and so on, you may paint a rosy picture of clients waiting for
your advice within a week of starting your consulting
business.
It’s not magic. If you have such unrealistic expectations, you
are sure to be disappointed. Every business takes time to
grow and become known and established. If you lack the time
and effort to start and establish a business, you may end up
headed towards failure.

20. How To Be a Consultant: 10
Steps to Self Employment
Step 4: Choose Your Target Market
If no one pays for your ideas and advice, your business will
face failure. It will also face the same result if the recipients
of your ideas do not have the money to pay you. The first
thing you need to do is to decide whether you will advise
individuals or companies.
Every niche in the consulting business provides these
options. For example, if you are working as a career
consultant, you may help individuals plan their careers. You
may also work with a large corporation to help the
employees excel in their chosen fields.

21. How To Be a Consultant: 10
Steps to Self Employment
Step 5: Research Your Target Market
Individuals and organizations need consultants for a number of
reasons. A tax consultant can help a millionaire plan his/her taxes.
A computer consultant can help the employees of a large
company learn software basics. A human resource consultant can
help a big business implement a change in a policy.
After you determine the target market that will hire you for your
expertise, you need to find out the various ways in which you may
help them. This will help you market your consulting business. You
need to tell your clients why they need you.

22. How To Be a Consultant: 10
Steps to Self Employment
Step 6: Consider a Home Office
If your local laws permit this, it can work to your advantage in
more ways than one. You don’t spend any money to buy or
rent an office space to start your business as a self-employed
consultant. You don’t need to pay for utilities separately. You
don’t need to pay for a regular commute.
Along with the money, you also save time and energy when
you work out of your home. You may acquire new premises
after you have established your business and employed
associates; but more on this later.

23. How To Be a Consultant: 10
Steps to Self Employment
Step 7: Build Your Network
If no one knows you and you know no one in your field, you
may find yourself in the midst of a disaster soon. It is
important to start building your network as soon as you have
decided to be a consultant. A strong contact base ensures
that you have the sources to find work.
A professional network, coupled with a social network, can
help you market and advertise your business. References are
also important ways to find work in the niche. Rely on your
initial contact base to build your network.

24. Step 8: Fix Your Fees and the Way to Bill Clients
As a beginner, you may not receive high fees as a
consultant. Your charges increase as you become known as
a consultant. Keep in mind your credentials and experience
as well as market conditions, your target group and your
competitors when you fix your fees.
Also, decide how you will bill clients. Hourly billing may
seem to be a convenient method; the problem is many
clients think that you charge too much for your time. It is
best to use the project-based billing method when you start
your consulting business.
How To Be a Consultant: 10
Steps to Self Employment

25. Step 9: Arrange for Advertising and Marketing
You are not selling a house which, by the way, is much easier
than selling your advice. Many of your clients may not be
even aware that they need your ideas and advice. How do
you market and advertise something so difficult? Believe it or
not, you have a lot of choices – print media, cold-calls, online
ads and many others.
Before you choose any avenue to advertise, decide your
budget. If the costs go out of hand, the chance of success of
your business plummets. Newsletters and brochures,
advertisements in niche-specific journals, websites and blogs
offer the best options.
How To Be a Consultant: 10
Steps to Self Employment

26. How To Be a Consultant: 10
Steps to Self Employment
Step 10:Determine Whether You Need to Outsource Certain Tasks
You may find it easier to handle all tasks of your business on your own
when you start. But after your consulting business is up and running,
you may need the help of others and you may decide to employ
people. Check both legal and tax details before you do this.
You may also outsource some tasks that do not require your
immediate attention. Make sure that the tasks are not connected to
your consulting business. For example, you can outsource auditing for
a career consulting business but not when it is your niche.

27. Understanding the Standards - Scope
• Determine your Scope of Registration
• How many people within your organization support this
Management System?
• How many processes are included?
• How many locations?
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28. Stages for Registration
• Submit application to registrar
• Stage 1: Assessment of readiness
• Stage 2: Assessment for registration audit
• Registration/certification awarded for 3 years
• Surveillance audits (at least annually)
• Recertification audit at the end of 3rd year
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29. Registration
• Usually takes 1 or possibly 2 auditors 1 to 3 days
– depending on scope, size, locations and personnel
• You will be told whether or not you will be recommended
for registration at the completion of the Stage 2 audit
• Certificate usually arrives a 3 – 8 weeks later
• Maintaining your ISO Certification(s) is the first step in
continuous improvement
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30. Registrar/Auditor Selection Criteria
• Accreditation and scope of accreditation
• Reputation and customer acceptance
• Availability, cost, and location
• Knowledge of your business
• Culture fit with your organization
• Ability to audit all of your future standards
Note: The external auditor is hired by the Registrar and
presented with qualifications to you upon agreement of
audits. You cannot go out and hire your own external
auditor.
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31. Getting Ready for the Audit
• Determine team, set budget
• Internal auditor(s)training if using in-house resources
• Hire consulting firm if applicable
• Gap Assessment
• Implement requirements of standard to meet your business needs
against the gap assessment
• Go-Live
• Hold Management Review Meeting
• Conduct Internal Audit
• Refine documentation
• Employee involvement training
• System adjustment
• Registration audit - Stage 1
• System adjustment
• Registration audit - Stage 2
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32. Ongoing Commitment
• Getting certification is only the beginning
• Management Representative must keep up
weekly/monthly/quarterly with tasks
• Internal audits are required at least annually
• Management review is required at least annually
• Timely completion and updates to
CARs/PARs/OFIs
• Annual Surveillance audit by external registrar
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33. Customer Benefits
ISO 9001 Certified Companies Queried
• 75% Improved Their Levels of Customer Satisfaction And Loyalty
• 75% Booster Their Operational Performance
• 71% Acquired New Customers And Retained Existing Ones.
• 55% Achieved Cost Savings
• Source: BSI Accelerator Research 2011
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34. Organizational Benefits
• 64% Attribute Direct Cost Saving To ISO 14001
• 74% Report Improvements To Their Corporate Reputation
• 76% Improve Their Compliance
• 61% Report Higher Morale Among Staff
• Source: BSI Accelerator Research 2011
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35. Questions
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36. ?
QUESTIONS
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name.surname@domain.com
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THANK YOU

37. Contact us
Shahriyar Majlesein
Shahriyar-M@managerconsulting.org