The aim of this integrated management system lead auditor training course is to provide delegates with the knowledge and skills required to perform first, second and third-party audits of environmental management systems against ISO 14001:2026 + occupational health and safety management systems against ISO 45001:2018 in accordance with ISO 19011:2026 and ISO/IEC 17021-1:2015, as applicable. All references in this document to ISO standards are to the current versions unless otherwise stated. Delegates who successfully complete this CQI and IRCA or Exemplar Global Certified ISO 14001:2026 + ISO 45001:2018 Auditor/Lead Auditor (OHSMS) Training course (within the five years prior to making an application to become a certificated auditor) will satisfy the training requirements for initial certification as a CQI-IRCA or Exemplar Global EMS + OHSMS auditor.
PR 362 Combined ISO 14001:2026 and ISO 45001:2018 Auditor/Lead Auditor Training Course
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Prior Knowledge Requirements
Recommended prior knowledge: FD 135 ISO 14001:2026 Foundation Training Course
Management systems:
The Plan, Do, Check, Act (PDCA) cycle
The core elements of a management system and the interrelationship between top management responsibility, policy, objectives, planning, implementation, measurement, review, and continual improvement.
Environmental management:
The intended outcomes of an environmental management system:
Enhancement of environmental performance
Meeting compliance obligations
Achievement of environmental objectives.
Environmental management terms and definitions:
An understanding of commonly used environmental management terms and definitions.
Recommend prior knowledge: FD 127 ISO 45001:2018 Foundation (OHSMS) Training Course
Management systems
The Plan, Do, Check, Act (PDCA) cycle
The core elements of a management system and the interrelationship between top management responsibility, policy, objectives, planning, implementation, measurement, review and continual improvement.
Occupational health and safety management
The concepts of managing occupational health and safety through hazard identification, risk assessment and risk control and compliance with legal requirements and other requirements.
The relationship between occupational health and safety management and the provision of safe and healthy workplaces, the prevention of work-related injury and ill health, and the proactive improvement of health and safety performance.
Common examples of relevant national and local OH&S legislation and requirements
ISO 45001
Knowledge of the requirements of ISO 45001: 2018 and the commonly used occupational health and safety management terms and definitions, as given in ISO 45001:2018, which may be gained by completing a CQI and IRCA or Exemplar Global Certified ISO 45001:2018 Foundation OHSMS training course or the equivalent.
Virtual Technology Requirements
To participate in the virtual training sessions, you will need:
- Workplace Networks & VPN Connections
- In our experience, Workplace IT environments’ internal configurations and available software can vary (new or old), and there may be various limitations or other restrictions in place, and as such, the functionality of any Learning Management System (LMS) may be impacted, restricted, and may not perform well.
- The use of a VPN connection can result in poor performance and interfere with the SSO (Single Sign On) that connects users from our website and associated applications to their eLearning modules. We strongly recommend ensuring you are disconnected from a VPN or Proxy Server if experiencing any issues with accessing the eLearning modules.
- Recommended Operating Systems
- Windows 7/10, macOS Sierra, iPad iOS 10
- Mobile Devices
- The Kelmac Group Academy LMS is not available on a mobile app at this time. We recommend using a web browser on a mobile device to complete any eLearning modules. However, if completing any final assessment, we recommend completing it via a desktop browser.
- Internet Speed & Reliability
- We recommend using an internet connection of 256 Kbit/sec or faster, which will ensure that you can successfully access our eLearning modules. A stable connection is important to ensure you do not experience any outages during the completion of any module or any final assessment (s).
- Recommended Internet Browsers
- Google Chrome 32-bit version 50 or later (most recommended)
- Safari 10 or later
- Note: Add-ons and toolbars can affect any browser’s performance.
- Recommended Settings
- We recommend that the following settings be enabled:
- Cookies
- Pop-ups (in both Internet browsers and security software)
- JavaScript
- Plugins
- Latest Version of Adobe Flash Player
- Latest Version of Adobe Acrobat Reader
- To view all resources made available within our LMS, you will probably need Microsoft Office (Word, Excel, PowerPoint) or an equivalent (i.e. Open Office, Viewer) installed.
- Virtual Learning Technology Requirements
- General
- Laptop or desktop computer (Note: A tablet or mobile device is not suitable for this training)
- Advisory: Certain features ONLY work on the laptop/desktop version & each Learner will be required to actively participate in online exercises/assignments via virtual breakout rooms in groups
- Webcam – Built-in or USB plug-in
- Advisory: This is required to be enabled for the duration of any live or group exercises, as 100% attendance & participation are required on all virtual workshops. We must be able to verify attendance during live sessions and during any virtual breakout sessions.
- Speakers and a microphone – Built-in or USB plug-in. We strongly recommend a headset for this training.
- Advisory: A headset will ensure that each Learner can effectively communicate & listen. Plus, a headset will provide a better filter for any background noise or interference that may impact the Learner experience, and that of other Learners.
- Internet connection – Minimum of 1.0 Mbps
- Advisory: Naturally, each Learner should ensure that they have reliable access to the Internet during the training, either through a suitable Wi-Fi or wired connection. Any disruptions may cause difficulties during the training and, in certain cases, if large portions of the training are missed, a Learner may not be able to complete the program (Certification Criteria may not be met).
- Zoom Workday
- This is the platform we use for video and team collaboration. Approximately 1 week in advance, a calendar invite including a link to access training material where the course documentation & resources are located. This team’s environment will also be used for submitting/sharing completed individual and team-based assignments.
- We will be sharing access with the EMAIL ID that was provided to us when each Learner was registered for the course.
- It is important that each Learner verifies that they can access the Zoom Workday platform successfully in advance of the live workshops to avoid delays or their planned attendance being impacted by not being able to access the Zoom Wokrday platform during the training.
- For support with accessing the Zoom Platform, please contact one of our representatives for assistance in advance of the start date to ensure you can gain access on the date of your training.
- Mimeo DRM Application - Digital Course Material
- This is the platform we use for distributing digital versions of course material, ISO standards, case study material, and reference material. Please note International standards are subject to international copyright laws and are not available to download or print.
Course Overview
The aim of this integrated management system lead auditor training course is to provide delegates with the knowledge and skills required to perform an internal + external audit of part of an Environmental Management System +ISO 14001:2026 + part of an Occupational Health and Safety Management System based on ISO 45001:2016 and report on the effective implementation and maintenance of the management system in accordance with ISO 19011:2026. Note: ISO 14001:2026 as the Environmental Management System standard + ISO 45001:2018 as the Occupational Health and Safety Management System standard that provides the context for the internal audit. However, this course does not address ISO 14001:2026 + ISO 45001:2018 in detail and does not aim to equip delegates with the knowledge and skills to determine conformity, or otherwise, with ISO 14001:2026 + ISO 45001:2018. Delegates requiring the knowledge and skills of how to apply ISO 14001:2026, Environmental Management System - Requirements, + ISO 45001:2018 Occupational Health and Safety - Requirements should attend a CQI and IRCA or Exemplar Global Certified ISO 14001:2026 + ISO 45001:2018 Foundation training course before attending a CQI and IRCA or Exemplar Global Certified ISO 14001:2026 + ISO 45001:2018 Internal Auditor or Auditor/Lead Auditor training course.
Learning Objectives
Knowledge
Explain the purpose of an environmental management system + the purpose of an occupational health and safety management system and the business and societal benefits of improving environmental + occupational health and safety performance as part of integrated management system lead auditor training .
Explain the role of an auditor to plan, conduct, report and follow up an environmental management system audit in accordance with ISO 19011:2026 (and ISO 17021-1:2015 where appropriate)
Skills
Plan, conduct, report and follow up an audit of an environmental + occupational health and safety management system
to establish conformity (or otherwise) with ISO 14001:2026+ ISO 45001:2018 and in accordance with ISO 19011:2026 (and ISO 17021-1 :2015 where appropriate.
Our Methodology
Introducing our skilled Consultants!
Gerard Kelly
Principal Consultant
Syllabus breakdown
Introduction and Welcome
- Course Introduction and Welcome
- Course Certification
- Course Learning Objectives
- Course Program/Rules
- Auditor Certification
- Privacy, Data Processing, Special Considerations,
- Course Materials
- Virtual Platform Overview
- Learner Support
Introduction to ISO 14001:2026
- Purpose and Benefits of an Environmental Management System
- ISO 14001:2026 Overview and Structure
- Management System Principles and their relevance
- ISO 14000:2026 Family of Standards
- ISO 14001:2026 Process Model
- ISO 14001:2026 Key Concepts
- ISO 14001:2026 Terminology
- ISO 14001:2026 Requirements [Overview only]
Introduction to ISO 45001:2018
- Purpose and Benefits of a Integrated Management System
- ISO 45001:2018 Overview and Structure
- Management System Principles and their relevance
- ISO 45000:2018 Family of Standards
- ISO 45001:2018 Process Model
- ISO 45001:2018 Key Concepts
- ISO 45001:2018 Terminology
- ISO 54001:2018 Requirements [Overview only]
ISO 19011:2026 Purpose, Scope and Requirements
- Overview and Context
- Introduction, Scope and Structure
- Terminology
- Audit Principles
- Audit Program
ISO 19011:2026 Purpose, Scope and Requirements
- Audit Life Cycle
- Auditor Roles and Responsibilities
- Auditor Behaviors
- Auditor Competency, Evaluation and Performance
Audit Initiation and Planning
- Initiation and Activities
- Audit Preparation Activities
- Document and Data Review
- Audit Risks and Opportunities
- Audit Planning, Sequence and Strategy
- Audit Checklist/PEAR Report
- Audit File
- Final Audit Preparation Requirement Activities
Audit Initiation and Planning
- Audit File
- Final Audit Preparation Requirement Activities
Audit Examination / Debrief
- Examination Overview/De-Brief and Resources
- Examination Platform and Access
- Examination Preparation and Evaluation
- Examination Practice and Review
Conducting the Audit
- Audit Activities
- Pre-Opening Meeting Activities
- Opening Meeting Role Play Exercise
- Guides and Consultants Do's and Don'ts
- Audit Evidence and Trails Exercise
- Auditee Documentation and Records
- Audit Meetings Exercise
- Lead Auditor Leadership and Coaching
- Auditee Reactions and how to handle Exercise
- Audit Investigations
- Final Audit Team Meeting
- Audit Conclusion Statement
Conducting the Audit (cont.)
- Auditee Reactions and how to handle Exercise
- Audit Investigations
- Final Audit Team Meeting
- Audit Conclusion Statement
Conducting the Audit
- Audit Investigation - Case Study Exercise
- Audit Findings
- Audit Examination Preparation
Conducting the Audit (cont.)
- Audit Investigation - Case Study Exercise
- Audit Findings
- Audit Examination Preparation
Conducting the Audit
- Closing/Exit Meeting Role Play Exercise
Audit Post-Delivery
- Audit Post-Delivery Activities
- Reviewing Non-Conformities including Closure
- Extent Analysis, Root Cause Analysis, Correction, Corrective Action
- Correction/Corrective Action Implementation and Monitoring
- Corective/Corective Action Verification
- Corrective Action/Corrective Action Effectiveness Review
- Audit Completion
- Audit Program Review and Update
Class Close
- Summary/Review of Learning Objectives
- Examination Strategy
- Examination Results/Training Certificate
- Class Evaluation
- Class Close
Frequently Asked Questions
Yes, this is a CQI-IRCA Certified Combined Lead Auditor programme under Course ID 2292. The course is designed to build and verify your competence to audit integrated Environmental Management Systems, known as EMS, and Occupational Health & Safety Management Systems, known as OHSMS, against ISO 14001:2015 and ISO 45001:2018. It also includes formal assessment requirements aligned with Auditor and Lead Auditor expectations.
This course is intended for professionals who need to audit integrated EMS and OHSMS management systems against the requirements of ISO 14001:2015 and ISO 45001:2018. It is particularly suitable for learners involved in second-party audits, such as customer or supplier audits, and third-party audits, including certification-focused audit activities. It is also suitable for those preparing to work in these audit environments. As this is a five-day intensive training programme with practical audit activities and a final examination, it is best suited to learners who are ready for a more advanced and demanding level of auditor training.
Yes, before registering for this course, you should already be familiar with the requirements of ISO 14001:2015 and ISO 45001:2018, or you should have completed Fundamentals training beforehand. This background knowledge is required because it provides the essential foundation needed for Auditor and Lead Auditor training. It also helps ensure that you can fully engage with the full audit lifecycle activities covered during the course, including planning, conducting audits, reporting audit results, and following up on audit outcomes.
This course is the right level if your goal is to develop the competence to perform and lead integrated audits against both ISO 14001:2015 and ISO 45001:2018, rather than simply understand the standards. The course is structured around the full audit lifecycle, including planning, conducting, reporting, and follow-up. If you are new to either ISO 14001 or ISO 45001, then a Fundamentals course would be the best starting point before progressing to Lead Auditor training.
The delivery format for your course will be confirmed at the time of registration. If your cohort is delivered virtually, the training will take place on the Zoom platform, and you will receive the relevant joining instructions, access details, and platform guidance in advance. To participate effectively, you will need a stable internet connection and a laptop, desktop, iPad, or other tablet device that supports the required platform, together with working audio and an active web camera.
The course is practical and skills-focused, not just theory-based. It includes consultant-facilitated activities and follows a structured audit approach aligned with the ISO 19011 audit lifecycle. There is also a strong emphasis on audit tools, audit techniques, auditor behaviours, and Lead Auditor responsibilities within an integrated EMS and OHSMS audit context.
Yes, learners complete a facilitated audit covering the full audit lifecycle. During this practical audit work, learners apply audit planning, evidence gathering, findings development, and reporting methods across both ISO 14001 and ISO 45001 requirements. Competence is developed and verified through structured course activities and applied audit work.
Yes, the course includes a final CQI-IRCA online, computer-marked examination. The exam forms part of the formal assessment requirements for successful course completion. Successful completion of both the course and examination supports achievement of the programme outcome in line with CQI-IRCA requirements.
After completing the course, you will be able to plan, conduct, report, and follow up integrated audits against ISO 14001:2015 and ISO 45001:2018. You will also be able to apply the ISO 19011 audit lifecycle across different EMS and OHSMS audit scenarios in a structured and professional manner. In addition, you will be able to deliver evidence-based audit findings and conclusions that support management system effectiveness, conformity, and continual improvement.
This Lead Auditor course focuses on auditing both EMS and OHSMS requirements through a structured, facilitated integrated audit approach. It places strong emphasis on consistent interpretation of ISO 14001:2015 and ISO 45001:2018 requirements, together with the evaluation of environmental performance, health and safety controls, and process effectiveness. The course also provides practical development of auditor tools, techniques, behaviours, and the leadership capability expected of professional Lead Auditors in an integrated audit environment.
Integrated Management System (IMS) Auditor Lead Auditor training develops the knowledge and skills needed to audit multiple management system standards as part of an integrated audit. This course combines ISO 14001:2026 Environmental Management System and ISO 45001:2018 Occupational Health and Safety Management System auditing principles and requirements.
The training provides and overview of the requirements of ISO 14001:2026 and ISO 45001:2018, audit planning and preparation, audit principles, risk-based auditing, gathering objective evidence, interviewing, identifying nonconformities, preparing audit reports, corrective actions, and follow-up. It also focuses on conducting audits efficiently across multiple partial or fully integrated management systems.
An integrated management system Auditor/Lead Auditor course helps participants understand how to initiate, plan, conduct, manage, and report audits covering more than one management system standard. Participants develop skills for evaluating common and standard-specific requirements plus individually auditing unique or scheme specific requirement while managing the audit life cycle and activities efficiently.
The course is suitable for internal and external auditors, HSE professionals, environmental professionals, and compliance personnel, consultants, and managers responsible for implementing, maintaining, or auditing ISO 14001 and ISO 45001 management systems.
Completing integrated management system Lead Auditor training helps professionals develop the competence to audit ISO 14001 and ISO 45001 requirements within an integrated framework. It can improve audit planning, reduce duplication during combined audits, strengthen understanding of environmental and OH&S requirements, and support more efficient management system auditing. The auditor/lead auditor course over 5 intensive days reduces the traditional training 40 hours per standard to 60 hours overall, a 40% time saving.
Virtual Technology Requirements
To participate in the virtual training sessions, you will need:
- A current generation laptop or desktop computer with the latest web browser installed, capable of handling multiple software applications at the same time (a tablet or mobile device is not suitable for this training).
- HD webcam (built-in or USB plug-in).
- Speakers and a microphone (built-in or USB plug-in). A headset is highly recommended for optimal audio quality.
- Internet connection with a minimum of 2.5 Mbps download and 3.0 Mbps upload.
- Two display monitors are highly recommended: one for joining the virtual classroom and viewing e-course documentation (if applicable), and the other for completing class exercises and assignments.
Similar Courses
FD 127 ISO 45001:2018 Foundation Training Course
FD 135 ISO 14001:2026 Foundation Training Course
View Sample Certificate of Completion
Upon successful completion, each learner shall receive a digital Certificate of Completion that is recognized globally.