✅ Digital Training Module Kit #

This training module kit serves as a comprehensive digital learning companion for participants enrolled in the ISO 45001:2018 Lead Auditor (Occupational Health & Safety Management Systems) Training Syllabus course. It supports progressive, module-based learning aligned with international standards and the ISO 19011:2018 guidance.

---

🛡 RTP PROGRAM: Rules for Participants #

Before you begin, please review the RTP program requirements to ensure a smooth training experience:
🔗 Rules for Participants

---

🔖 Exemplar Global Certification Opportunity #

Graduates of this certified course will receive a Digital Badge from Exemplar Global, opening doors for recognition across the GHG verification and sustainability sectors.
👉 Learn more: Opportunities with Your Graduate of the Certified Course Digital Badge

Registration of participants for Exemplar Global

.

---

ISO 45001:2018 Lead Auditor (Occupational Health & Safety Management Systems) Training #

---

Training Overview #

The objective of this module is to provide participants with a comprehensive understanding of the accreditation process, certification process, auditing process, and reporting/documentation process in the context of Occupational Health and Safety Management Systems (OH&S MS). Participants will gain knowledge of ISO 17021, ISO 17065, and ISO 19011, enabling them to lead OH&S MS audits effectively. Additionally, participants will be introduced to potential career opportunities as certification body auditors, whether as full-time professionals or freelancers.

The module will also cover a clause-by-clause understanding of ISO 45001:2018 standard requirements, the expected outcomes, and the benefits for certified organizations.

Objective of OH&S MS Lead Auditor Training #

The course aims to make participants understand the basics of OH&S MS, including ISO 45001, its structure, key requirements, and benefits. Participants will learn to plan, conduct, and report on OH&S MS audits, gaining proficiency in various audit techniques. The course will enhance leadership and management skills for OH&S MS audits, covering lead auditor roles, team management, and communication. Participants will acquire skills to verify compliance with OH&S standards and identify areas for continuous improvement.

Downloadable Material #

Training Notes #

1. Training Notes – Module 1 and Module 3
2. Training Notes – Module 4
3. Training Notes – Module 5
4. Training Notes – Module 6
5. Training Notes – Module 7
6. Training Notes – Module 8

Presentation Slides #

1. Presentation Slides – Introduction, Module 1, Module 2 and Module 3
2. Presentation Slides – Module 4
3. Presentation Slides – Module 5
4. Presentation Slides – Module 6 & Module 7

.

.

Module 1: Introduction to Occupational Health & Safety (OH&S) Management #

Learning Outcome #

• Explain the key concepts and scope of Occupational Health and Safety Management Systems (OH&S MS), including ISO 45001:2018.
• Describe the structure, fundamental principles, and benefits of implementing ISO 45001:2018 in an organization.
• Apply the PDCA (Plan-Do-Check-Act) cycle to understand how continual improvement is integrated into OH&S management practices.

Topic to be discussed #

• Overview of Occupational Health and Safety
• Introduction to ISO 45001:2018
• Fundamental Concepts and Scope of ISO 45001
• Importance and Benefits of OH&S Management Systems
• Understanding the ISO 45001:2018 Standard Structure
• The PDCA (Plan-Do-Check-Act) Cycle

.

Module 2: ISO 45001:2018 Standard Requirements in Detail #

Learning Outcome #

• Interpret and explain the clause-by-clause requirements of ISO 45001:2018, including Clauses 4 to 10 and their corresponding Annex references.
• Demonstrate understanding of key elements such as organizational context, leadership, planning, support, operations, performance evaluation, and continual improvement in the OH&S management system.
• Apply ISO 45001:2018 requirements to assess and improve occupational health and safety performance in an organizational context

Topic to be discussed #

• Clause-by-Clause Explanation of ISO 45001:2018 Requirements
  • Clause 4: Context of the Organization
    • Annex A.4
  • Clause 5: Leadership and Worker Participation
    • Annex A.5
  • Clause 6: Planning (Hazard Identification, Risk & Opportunity Assessment)
    • Annex A.6
  • Clause 7: Support
    • Annex A.7
  • Clause 8: Operation
    • Annex A.8
  • Clause 9: Performance Evaluation
    • Annex A.9
  • Clause 10: Improvement
    • Annex A.10

Activities: #

Determining Scope and Context for OH&S Certification

.

Module 3: Integrating Leadership, Support, and Performance for OH&S Improvement (Clauses 4–10) #

Learning Outcome #

• Describe how Clauses 4 to 10 of ISO 45001 interrelate to support OH&S improvement.
• Apply risk planning and operational control strategies in line with ISO 45001.
• Demonstrate how leadership, support, and performance evaluation contribute to a resilient OH&S management system.

Topic to be discussed #

• Understanding Clause 4 & 6 of ISO 45001: Context, Interested Parties, and OH&S Risks and Opportunities
• Bridging Risk Planning and Operational Control in ISO 45001
• From Leadership to Results: How ISO 45001 Clauses 5, 7 & 9 Interconnect to Drive OH&S Performance
• Leadership to Improvement for a Resilient OH&S Management System

.

Module 4: OH&S Risk Management and Legal Compliance #

Learning Outcome #

• Apply risk assessment methodologies and hazard identification techniques to manage OH&S risks effectively.
• Implement appropriate risk control measures in accordance with OH&S management principles.
• Demonstrate understanding of key legal requirements under OSHA, including workplace compliance, permits, roles, and classification of incidents

Topic to be discussed #

• OSH Risk Assessment Methodologies
• Hazard Identification & Risk Control Measures
• Legal Compliance and OSH Requirements
  • OSHA Enabler
  • Workplace Compliance
  • Legal Permits, Licenses & Certificates
  • OSH Competency & Roles
  • Workplace Accidents & Incidents Classification
  • Draft Laws under OSHA

.

Module 5: Auditor Competence and Audit Models in ISO Certification #

Learning Outcome #

By the end of this module, participants will be able to:

• Describe the essential knowledge, personal attributes, and skills required for effective OH&S auditing in accordance with ISO 19011:2018 and ISO/IEC 17021-1.
• Differentiate between various ISO audit models including team-based (Joint, Combined, Integrated) and site-based (Single-Site, Multi-Site), and evaluate their suitability based on organizational structure and certification objectives.
• Apply auditor competence principles and appropriate audit model selection to real-world auditing scenarios involving multiple standards, sites, and industry sectors.

Topic to be discussed #

• Auditor Competence – Knowledge, Skills, and Attributes for Effective OH&S Auditing
• Audit Models for ISO Certification: Team-Based vs Site-Based Structures

Activity #

Assessing Auditor Capability and Eligibility

.

Module 6: Auditing Principles and ISO 19011:2018 Guidelines #

Learning Outcome #

• Demonstrate the knowledge, skills, and attributes required for effective OH&S auditing based on ISO 19011:2018 guidelines.
• Plan, implement, and manage an OH&S audit programme, including audit scheduling and resource coordination.
• Apply auditing principles and techniques to conduct, monitor, and review audits in line with ISO 19011 best practices.

Topic to be discussed #

• Principles of Auditing
• Managing an Audit Program
• Planning an Audit Programme
• Implementing the Audit Programme
• Monitoring & Review

.

Module 7: Audit Execution (Onsite Assessment) #

Learning Outcome #

• Prepare and initiate onsite OH&S audits effectively, ensuring readiness of audit tools and team coordination.
• Conduct audit activities using structured observation, interviews, and document review techniques.
• Apply the Turtle Diagram to assess process performance and verify compliance with OH&S requirements.

Topic to be discussed #

• Initiating and Preparing for the Audit
• Conducting Audit Activities
• Using the Turtle Diagram for Process Audit

Activity #

Turtle Diagram application in Auditing

.

Module 8: Post-Audit Activities and Auditor Competency #

Learning Outcome #

• Prepare and complete audit reports that are clear, accurate, and aligned with audit objectives.
• Perform follow-up activities to verify the effectiveness of corrective actions and continual improvement.
• Evaluate auditor performance based on competency criteria and identify opportunities for development and improvement.

Topic to be discussed #

• Reporting, Audit Report Distribution & Completion
• Audit Follow-up Activities
• Auditor Competence, Evaluation and Improvement
• Management System Accreditation and Certification Body Requirements

.

Module 9: Audit Practice and Certification Simulation #

Topic to be discussed #

• Mock Audit Exercise (Simulated Audit Scenario)
• Team Role Play: Lead Auditor, Auditor, Auditee
• Debriefing and Feedback
• Certification Assessment and Review

Activity #

Auditing Excercise

.