ISO 55001-2014 Asset Management lead Auditor

Introduction to ISO 55001 and Asset Management System includes:

·         Registration, Submission of Pre-Course Assignments & Test

·          Chapter 1 - Introduction

·         Terms and definition

o   Exercise No 1. Delegate introduction

·         ISO 55001 overview and its significance in the industry

·         Fundamentals of asset management and its benefits

·         Chapter 2 - Accreditation and Certification Process.

·         Introduction to auditing principles and terminology

·         Roles and responsibilities of a lead auditor

·         Audit planning and preparation techniques

·         purpose of auditing and how it can be used to improve the performance of an organization.

o   Exercise No 2 Auditing Terminology.

o   Workshop 1- “Plan”- Auditing Plan Context and Planning

o   Workshop 2- “Do”- Support and Operation

·           Summary of day 1, allocation of homework and close of the day.

·         Recap of day 1 and discussions on homework

o   Workshop 3 – Auditing – “Check & ACT “Part of PDCA Cycle.

·         The principles of asset management according to ISO 55001.

·         Alignment of asset management with organizational objectives.

·         Risk management in asset management systems.

·         Identification and classification of assets.

·         Asset management strategies that can be used.

·         Defining asset life cycle stages and their significance.

·         Audit planning and preparation

·         Developing an audit program and checklist

·         Conducting opening meetings and establishing an audit charter.

o   Workshop 4. Planning for Stage 1 Audit

o   Workshop 5-Conducting Stage 1 Audit

o   Workshop 6-Planning for Stage 2 audit

o   Workshop 7. Auditor Competence

o   Workshop 8. Identification & reporting of non-conformities

·         Summary of day 2, issue of specimen paper, allocation of homework (including section 1 of specimen paper), and close of the day.

·         Recap of day 2, including Homework, Specimen paper section 1 and feedback

o   Workshop 8. Identification & reporting of non-conformities (Contd/-)

·         Non-conformity and corrective actions.

o   Exercise 3-Review of Corrective Actions

o   Workshop 9-Audit plan matrix

·         Conducting opening meetings and establishing an audit charter.

o   Exercise 4. Communication

·         Collecting audit evidence, sampling techniques, and conducting interviews.

·         Documenting findings and non-conformities.

·         Audit reporting and communication.

·         Developing an audit program and checklist

o   Workshop 10-Audit Trail Identification

o   Workshop 11- Developing checklist for a Process audit.

·         Summary of day 3, allocation of homework (including section 4 of specimen paper) and close of the day

·         Summary of day 3 including feedback from section 4 of the specimen paper.

o   Workshop 12-Conducting Opening Meeting

o   Workshop 13-Part 1- Preparation for auditing Top Management

o   Workshop 13- Part 2- Auditing Top Management   (Role Play)

·         Advanced audit techniques and methodologies

·         Verifying compliance with ISO 55001 requirements

·         Assessing the efficiency and effectiveness of Asset Management Systems

·         Evaluating risk management practices and strategies.

·         Managing conflicts and challenges during audits.

·         Maintaining audit ethics and maintaining information security in the auditing process.

o   Workshop 14 Auditing of an operational site

o   Discussions on specimen paper sections 2 & 3

o   Workshop 15-Part 1 Preparation for Process Audits

o   Workshop 15-Part 2 Perform Stage 2 process Audits (Role play-Interviews)

·         Summary of all proceedings so far, parking lot questions and answer session, and close of the day

·         Recap of the entire proceedings so far

·         Review of PARKING LOT questions

o   Workshop 16-Role Play-Observing an Acceptable Audit- Trainer Role Play Overview of certification processes and requirements.

o       Workshop 17-Preparation for Closing Meeting

o   Workshop 18-Conduct Closing Meeting - Roleplay

·         Lead auditor responsibilities after the audit

o   Case study

·         Open session/discussions on parking lot questions

·         Examination

·         Course and instructor quality evaluation form.