Templates and records · ISO 9001 · Clause 6.2
ISO 9001 quality objectives plan: template and example
Measurable objectives by function or process, with what will be done to achieve them, by whom and by when. It is a living document: it is kept up to date, not filed away.
In one sentence
The quality objectives plan sets out targets that are consistent with the policy, measurable and relevant to conformity and customer satisfaction, and for each one what will be done, with what resources, who is responsible, by when and how it will be evaluated, because ISO 9001 requires documented information on the objectives to be maintained (6.2.1) and planning of how to achieve them (6.2.2).
- Where the standard requires it
- ISO 9001 · Clause 6.2 Clauses are cited using the numbering of the 2015 edition, the same one the Academy uses; certificates issued against it remain valid during the transition to the 2026 edition.
- Type of information
- Mandatory document Documented information to be maintained (6.2.1)
- Who fills it in
- Top management, with process owners Quality monitors the indicators
- When
- At the start of the period With regular monitoring during the year and revision when circumstances change
- How long it is kept
- Current version and earlier versions Keeping previous years' plans lets you show progress and achievement at recertification
What the standard requires
What ISO 9001 demands and what it leaves to your judgement
Objectives are set at relevant functions, levels and processes. They must be consistent with the quality policy, measurable, take account of applicable requirements, be relevant to conformity and customer satisfaction, and be monitored, communicated and updated as appropriate.
For each one the standard asks you to plan what will be done, what resources are required, who will be responsible, when it will be completed and how the results will be evaluated.
Unlike a record, this document is "maintained": it must reflect the objectives in force. The extent to which they are achieved is also an input to management review.
Structure
Fields the template should include
- Objective and the policy or process it relates to
- Indicator and calculation formula
- Baseline and target
- Actions planned to achieve it
- Resources required
- Owner
- Deadline
- Monitoring frequency and data source
- Result and assessment at close
Example
Example: on-time delivery objective for 2026
Company, people and figures are fictitious: the example only shows what a properly completed record looks like.
| Field | Content |
|---|---|
| Objective | Improve compliance with the committed delivery date |
| Link | Quality policy: "deliver what we promise the customer" |
| Indicator | Orders delivered on the confirmed date / orders delivered |
| Baseline and target | 94% in 2025 · 97% in 2026 |
| Actions | Weekly capacity planning and notice to the customer if the date changes |
| Resources | Capacity planning tool and 20 hours of training |
| Owner | Operations director |
| Deadline and monitoring | December 2026 · monthly monitoring using dispatch data |
| Position at June | 96.1% year to date |
At the audit
Mistakes auditors commonly flag
- Objectives that cannot be measured: "improve quality", "increase satisfaction".
- Objectives without actions: just a figure to reach.
- Monitoring only at year end, when there is no room left to correct course.
- Indicators calculated by hand from data that differs from what operations use.
- Objectives that staff do not know about.
In Kimobox
How this record is kept in Kimobox
- 1Each objective is defined with an indicator, an owner and a date, and the system calculates the indicator from data already being recorded.
- 2The plan's actions are assigned and tracked as tasks with their deadlines.
- 3Objectives and their results are communicated to each user according to their role.
- 4The degree of achievement appears aggregated in the management review.
Frequently asked questions
What people ask us before getting started
How many quality objectives should we have?
The standard sets no number. It asks for objectives at the relevant functions, levels and processes; for an SME, three to six well-monitored objectives are usually more useful than a long list nobody reviews.
Is an indicator the same as an objective?
No. The indicator measures; the objective sets the target to be reached on that measure and by when. A process can have several indicators and only one of them tied to an objective.
What happens if an objective is not met?
It is not a nonconformity in itself. What the auditor checks is that it has been monitored, that the causes are analysed and that top management decides what to do at the review. An unmet objective with no analysis is a problem.
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Sources
Where each figure comes from
References to the official text in force. If a standard is revised, this page is updated and the review date says so.
- ISO 9001:2015 — Quality management systems. Requirements ISO · 2015 ed., with Amd 1:2024
- ISO 9001:2026 — Quality management systems. Requirements ISO · 2026 ed., published 16 September 2026