## Step 1: Audit Planning

In this initial phase, you'll define the audit's purpose, scope, and objectives. Since you're auditing Jax Code Academy under the ISO 9001 framework, consider the following:

- Define the Audit Scope: Identify which parts of your quality management system you'll review (e.g., training processes, customer feedback, document control, etc.). UC
- Set Objectives: Clarify what you want to achieve. For example, verifying compliance with ISO 9001 requirements and identifying areas for improvement.
- Determine Criteria: Reference the relevant clauses of ISO 9001 that will serve as your audit benchmarks.
- Schedule and Resources: Establish a timeline for the audit and note any resources or documentation you'll need.

## Step 2: Audit Preparation

In this phase, you'll get everything ready for the on-site activities of the audit:

- Document Review: Gather all relevant quality management system documentation such as the quality manual, procedures, previous audit reports, and any work instructions that pertain to Jax Code Academy.
- Develop an Audit Checklist: Create a checklist or list of audit questions tailored to the processes and areas you plan to review. Ensure these questions align with the ISO 9001 requirements and your audit objectives.
- Notification and Communication: Inform relevant departments and personnel about the upcoming audit, its purpose, and the schedule. This helps ensure they are prepared to provide the necessary information and documentation.
- Resource and Logistics Planning: Confirm that you have access to all required resources, such as meeting rooms, access to documents, and any specific tools or equipment needed for the audit.

## Step 3: Audit Execution

Now it's time to conduct the actual audit activities. This phase involves:

- Opening Meeting: Begin with an opening meeting with key personnel. Introduce yourself, outline the audit process, confirm the audit scope, and set expectations.
- Conduct Interviews and Observations: Speak with employees, observe processes in action, and review on-site documentation. Ask targeted questions to assess compliance with ISO 9001 requirements.
- Collect Evidence: Record your observations, interview notes, and any relevant documentation that demonstrate how processes are carried out.
- Maintain Objectivity: Ensure that your approach remains impartial and that you verify evidence against established criteria.

## Step 4: Audit Reporting

In this phase, you compile and communicate your audit findings. Key activities include:

- Draft the Report: Summarize the audit objectives, scope, methodology, and findings. Detail both areas of compliance and any non-conformities or opportunities for improvement.
- Evidence Presentation: Include clear references to the evidence collected (observations, interview notes, documentation reviews) that support your findings.
- Recommendations: Provide actionable recommendations for addressing any identified non-conformities or process gaps.
- Feedback Loop: Circulate the draft report among key stakeholders for review and clarification, ensuring that all perspectives are considered.
- Final Report and Distribution: Finalize the report and distribute it to the relevant management and team members to initiate corrective actions if necessary.