Quality Field Guides › Tools › The ISO 9001:2026 Transition Set
Three workbooks · $99
The ISO 9001:2026 Transition Set: gap analysis, internal audit and management review
A transition audit does not start with your products. It starts with three records: the system scored against the 2026 edition, an internal audit run against the new edition, and a management review held against the thirteen 2026 inputs. Most certification bodies want all three on record before they sign off. This set is the three workbooks that produce them, running on one fictional plant so the output of one feeds the next.
The Gap Analysis and Transition Kit, the Internal Audit Program Kit and the Management Review Pack, in one download. Score the system, audit it against the 2026 edition, hold the review that goes on record. $99; the three sell separately for $127.
Once. Every 2026 update free in your Gumroad library.
Get the three workbooksThree workbooks · Excel 2016+ or Google Sheets · pre-filled with a worked example · 30-day refund, no questions
Only need the scoring? The kit on its own is $57.
30-day refund, no questions. Files are Excel (.xlsx); no macros.
See inside
One tab from each of the three workbooks.
The method
Three records, in the order the auditor opens them.
Score the system in the kit: every sub-clause 0 to 3 against the 2026 text, weighted by how much it changed, with the evidence beside the score. Audit against the 2026 edition with the program kit; the findings become corrective actions and the verified-effective rate is computed for you. Take the kit's dashboard and the audit's rate into the review pack as two of the thirteen inputs, and hold the review so it is on record under the new edition.
Each workbook stands alone. Together they answer the three questions a transition auditor asks before looking at a single part: is the system scored, has it been audited to the new edition, has top management reviewed it against the new list. The other packs are still sold separately; this set is the three the transition needs.
Read next: How to do an ISO 9001:2026 gap analysis · Clause 9.2, internal audit · Clause 9.3, management review · Your real transition deadline
What it computes for you
The ranked gaps, the audit program and the review that goes on record.
- 57 sub-clauses scored and weighted by what changed in 2026; severity, status and the top-10 gaps computed
- The transition plan dated from your own certificate expiry, with the dashboard and the management review input
- A risk-weighted annual audit schedule, the 2026 question bank, a findings register that flags repeats, and the verified-effective rate
- The management review agenda with the thirteen 2026 inputs and an owner on each; minutes as showed, concluded, decided; the carry-over count
- One fictional plant through all three, so the numbers agree across workbooks from the day you open them
What you download
Three files.
Yellow cells are yours; white cells calculate. Every file arrives filled in with the series’ fictional plant so each flag and chart has something to show; clear the yellow cells and start. Clause numbers are pointers and every requirement is described in the author’s words; work from your licensed copy alongside them.
Questions
Before you buy.
Why these three and not all five packs?
Because these are the three records a transition audit opens first: the system scored against the 2026 edition, an internal audit run against it, and a management review held against the thirteen 2026 inputs. The supplier and corrective-action packs are still sold on their own; they matter after the transition, not for it.
I already own the kit. Can I add the other two?
Yes. Buy the Internal Audit Program Kit and the Management Review Pack separately, $35 each, from their own pages. The set exists for the buyer starting from nothing; it is not cheaper than the two packs if you already have the kit.
Which Excel version do I need?
Excel 2016 or later on Windows or Mac, or Google Sheets. Every formula is standard: no macros, no add-ins, no external links. In Google Sheets use File → Import → Replace spreadsheet.
Why does the workbook arrive filled in?
Every workbook ships pre-filled with the same fictional plant so each dashboard, flag and trend has something to show. Read it that way first, then clear the yellow input cells; the white computed cells empty themselves.
Can I use them across a team or a company?
One purchase covers one plant or site, any number of users at that site. Consultants using the tools with clients, and groups with several sites, should email ryan@qualityfieldguides.com for a license.
What if it does not do what the page says?
Thirty days, no questions. Reply to the receipt email, or write to ryan@qualityfieldguides.com, and it is refunded.
Goes with it
The tools next to this one.
Supplier Quality Pack
Supplier control from first evaluation to exit, with a scorecard that escalates on a rule.
See what it computesRoot Cause & Corrective Action Toolkit
Seven worksheets from problem statement to verified, closed CAPA, with a 90-day effectiveness check.
See what it computesISO 9001:2026 Audit Day
The pocket guide for the process owners who get interviewed, with the three templates free on the page.
Templates and team copies