Excel template
ISO 9001:2026 Transition Kit
Gap analysis, a milestone plan backwards from your audit date, actions, risks and opportunities, documents, training and a live readiness dashboard in one Excel workbook
Launch offer: −20 %(€19.92 instead of €24.90)with code LAUNCH20 at checkout, until 30 November.
Project workbook for the move from ISO 9001:2015 to ISO 9001:2026: a gap analysis of the new and changed requirements, a transition plan with 8 milestones planned backwards from your audit date, an action plan, separate risk and opportunity registers as clause 6.1 now expects, a document update register, a training and awareness plan and a dashboard with readiness, verdict and late items. Example and blank file, no macros.
- 27 requirements: the new and changed clauses of ISO 9001:2026, items to confirm and the transition project steps
- Enter the audit date once: 8 milestones get their dates, Done / Due / Late status and a week chart
- Readiness: Done = 1, Partly = 0.5, Gap = 0, N/A excluded, the same rule as the free online tool
- Risks and opportunities in two separate registers, as clause 6.1 of the 2026 edition expects
- Document register for everything that still names the 2015 edition, and a training and awareness plan with coverage
- Example (automotive supplier, audit in May 2027) and a blank file, no macros
| What you get | Free demo | Full · €24.90 |
|---|---|---|
| Every sheet, dashboard and chart | ||
| Example data with real results | ||
| Enter your own data | ||
| Formulas recalculate automatically | ||
| Blank file for your next project | ||
| Your own reports for customers and audits |
Need more than one? All premium templates for €119 (€312 separately) · Adapted to your form from €49
Secure checkout by Polar. Digital download: at checkout you agree to immediate delivery and waive the 14-day withdrawal right, so downloads are not refunded. Support: info@qmbench.com.
Free alternativeTry the free online tool firstThe free ISO 9001:2026 Transition Gap Analysis on QM Bench runs in your browser with a PDF report. The template is for a file you keep, edit and fill with your own data.Open the free toolWhat is inside
- 1
Start Here
How to use the kit, the key dates and how to clear the example.
- 2
Setup
Organisation, certification body, certificate expiry, audit type and date, IATF yes / no; days to the audit and to 30 September 2029 with a date check.
- 3
Dashboard
Readiness, verdict, days left, open new and changed requirements, overdue items, actions, late milestones, documents, training coverage, high risks and two charts.
- 4
Gap Analysis
27 requirements with clause, type, what to check and the evidence; status, owner, due date, note and an overdue flag.
- 5
Plan
8 milestones from 26 weeks before the audit, planned dates, linked requirements, progress, status and a week-by-week bar chart.
- 6
Actions
60 actions: pick the requirement ID and the clause fills in; owner, start, due, status and days late.
- 7
Risks & Opps
25 risks with likelihood × impact and level, 15 opportunities with benefit, effort, priority and decision, owners and effectiveness.
- 8
Documents
40-line register: which documents refer to 2015 clauses, the change needed, new revision and status.
- 9
Training
Awareness and training by group (management, process owners, auditors, all employees), coverage and effectiveness check.
One date drives the whole plan
Enter the agreed transition audit date on the Setup tab. Kick-off, gap analysis, document update, training, internal audit, management review and closure of findings get their planned dates backwards from it, and each milestone shows Done, Due, Late or Future from the progress of its linked requirements.
A gap analysis you can defend
Each of the 27 requirements says what to check and what evidence an auditor expects, from climate change in the context and quality culture to separate risks and opportunities, change planning and the new management review inputs. Overdue items turn red.
Clause 6.1, done the new way
The 2026 edition treats risks and opportunities separately. The kit has two registers: risks with likelihood, impact, level, action and effectiveness, opportunities with benefit, effort, priority and a Pursue, Monitor or Decline decision with the reason.
Ready for management
The dashboard shows readiness in %, a verdict, readiness by clause area, the days left to the audit and to 30 September 2029, open new requirements, overdue actions and late milestones: the page you show in the management review.
Honest scope
The requirements are written in our own words as a checklist, not the text of the standard; buy ISO 9001:2026 from ISO or your national standards body. Dates for your audit and any earlier deadlines come from your certification body. Not affiliated with ISO, IAF or any certification body.
What the gap analysis covers
- 4.1 / 4.2 Climate change in the context and in interested party requirements
- 5.1 Quality culture and ethical behaviour of top management
- 5.2 Quality policy against context and strategic direction
- 6.1 Risks and opportunities determined and addressed separately
- 6.3 Planning of changes including evaluation of effectiveness
- 7.3 Awareness of quality culture and ethical behaviour
- 9.3 Management review with the new inputs
- Transition steps: standard, certification body, customer contracts, IATF watch
Who it is for
- Quality managers and QMS coordinators of ISO 9001 certified companies
- Consultants who run the transition for several clients
- IATF 16949 suppliers who want to prepare the ISO 9001 base early
Not included
- The ISO 9001:2026 standard text (buy it from ISO or your national body)
- Certification, consulting or the certification body's own transition requirements
- Any affiliation with ISO, IAF or a certification body
Details
- Format
- Microsoft Excel .xlsx, 2 files (example + blank), 9 tabs
- Works in
- Excel 2016, 2019, 2021, Microsoft 365, Excel for Mac
- Macros
- None, no VBA, no passwords
- Requirements
- 27 (new, changed, confirm, transition steps)
- Plan
- 8 milestones, 26 weeks before the audit to the audit
- Registers
- 60 actions, 25 risks, 15 opportunities, 40 documents, 20 training lines
Frequently asked questions
›Where do I buy it?
Here on QM Bench with the Buy button: secure card checkout by Polar with a receipt, and both Excel files arrive by e-mail right after payment.
›How is it different from the ISO 9001:2026 Internal Audit Checklist?
The checklist is for auditing: 196 questions with scores and findings. The Transition Kit is the project file for the move to the 2026 edition: gap analysis, milestone plan from the audit date, actions, risks and opportunities, documents and training. Many companies use both: the kit to plan, the checklist for the internal audit against the new edition.
›Is there a free version?
Yes. The free online ISO 9001:2026 transition planner on QM Bench rates the same 27 requirements and plans the milestones from your audit date. The Excel kit adds the action plan, the risk and opportunity registers, the document and training registers and a dashboard you can keep and share offline.
›When does the transition end?
ISO 9001:2015 certificates are no longer valid after 30 September 2029. Certification bodies may set earlier dates for initial certification to the 2015 edition and decide how much audit time the transition needs; confirm your dates with them.
›Does it work for IATF 16949?
IATF 16949 is based on ISO 9001:2015 until IATF publishes its own update. The kit includes an IATF watch item (switch it on in Setup) so you can prepare the ISO 9001 base without guessing the IATF timeline.
›Can I get a refund?
No. It is a digital download: at checkout you agree to immediate delivery and waive the 14-day right of withdrawal, and the files stay with you. If something does not work, write to info@qmbench.com and we fix it.
Get the ISO 9001:2026 Transition Kit
Instant download by e-mail after payment. Paste your measurements and read the verdict.
Buy now · €24.90Or try the free online tool first →