Consulting Proposal

Requirement Gathering Form

Consulting Services Form

1- General Information

Full legal name of the organisation.

Name of the primary contact for the consulting project.

Position of the contact person.

Email Address:

Phone or Mobile Number:

Company Physical Address:

Website:

Type of industry

Number of Employees

Annual Revenue

2- ISO Standards of Interest

Specific ISO Standard(s) the organisation is interested in

Purpose of Certification

Is your organisation already certified? If yes, provide details of the Certificate

Certification Body

Expiry Date

Has your organisation undergone any previous audits (internal or external)? If yes, provide details.

3- Organisational Structure and Processes

Organisational Chart to understand the hierarchy and departments.

The core business processes

Does the organisation have existing management systems

Are existing policies, procedures, or manuals in place?

4. Scope of Certification

What specific activities, products, or services will be covered in Scope?

List all physical locations/sites to be included in the certification.

Does your organisation wish to exclude any processes or activities from the scope?

5. Timeline and Expectations

When does the organisation want to achieve certification?

Is there a specific deadline? If yes, what is the Reason and its reason?

What support is required?

Approximate budget allocated for the consulting and certification process.

Budget for Consulting

Budget for Certification

6. Compliance and Regulatory Requirements

List any industry-specific regulations or standards the organisation must comply with.

Are there any specific environmental or occupational health and safety concerns?

For ISO 27001, provide details on IT infrastructure and data security practices, if applicable

7. Training and Competency

Are employees trained on management system principles?

What specific training does the organisation require

Your Anwer

Are there any identified employee knowledge or skills gaps? If yes, please Provide the details

8. Risk Management

Has the organisation conducted any relevant risk assessments?

Is there an existing framework for identifying and managing risks?

9. Certification Body Preferences

Does the organisation prefer a specific certification body?

Are there any specific accreditation requirements (e.g., JAS-ANZ)?

10. Additional Information

What challenges does the organisation face in achieving compliance or certification?

What are the organisation’s short-term and long-term goals for implementing the ISO standard?

Who are the key stakeholders in the certification process? Please Provide the details.

Are there any cultural or organisational factors that may impact the implementation?

Declaration

Be assured that the organisation’s information will be kept confidential.

The organisation authorises the consultant to proceed with the assessment.