ISO 29001:2020 Oil & Gas Quality Management System Implementation Training

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About Course

A practical, consultant-focused training for implementing ISO 29001:2020 in the petroleum, petrochemical and natural gas industries.

Learn how to implement ISO 29001 requirements across the complete QMS lifecycle, from context analysis and risk-based planning to operational controls, supplier management, traceability, inspection, conformity assessment, internal audits, management review and continual improvement.

The training includes practical oil & gas examples, completed implementation templates, records, registers and a complete implementation case study based on a fictional oil & gas organization.

Key areas covered:

  • ISO 29001:2020 Clauses 1–10

  • Oil & gas quality and supply-chain controls

  • Customer and contract requirements

  • Design and development

  • Supplier qualification and risk-based controls

  • Production, inspection and traceability

  • Nonconformity and CAPA

  • Internal auditing and management review

  • Annexes A, B and C

  • Conformity assessment and supply-chain risk cascading

  • Certification readiness

Duration: Approximately 20 hours
Final Assessment: 40 scenario-based questions
Level: Professional / Implementation
Format: Self-Paced Online Training

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What Will You Learn?

  • Understand how to implement ISO 29001:2020 specifically for petroleum, petrochemical and natural gas organizations.
  • Learn how to interpret every applicable ISO 29001 clause and convert its requirements into practical QMS controls.
  • Develop and implement oil and gas quality policies, procedures, work instructions and documented processes.
  • Create and maintain practical quality forms, registers, matrices, plans and records using realistic oil and gas examples.
  • Understand how to manage quality risks and opportunities across oil and gas operations and supply chains.
  • Implement effective supplier qualification, evaluation, monitoring and control processes.
  • Apply risk-based conformity assessment to critical oil and gas products, services, suppliers and processes.
  • Establish effective inspection, testing, verification, traceability and product-release controls.
  • Control customer requirements, contracts, design activities, procurement and operational processes.
  • Build competence, awareness, communication, infrastructure and documented-information controls.
  • Plan and conduct ISO 29001 internal audits and generate objective audit evidence.
  • Manage nonconformities, root-cause analysis, corrective actions and continual improvement.
  • Conduct effective management reviews and evaluate QMS performance using meaningful quality KPIs.
  • Understand and apply the practical guidance provided in Annexes A, B and C.
  • Prepare an organization for ISO 29001 certification through a structured implementation and readiness process.
  • Gain the practical skills to approach ISO 29001 implementation as an oil and gas QMS consultant.

Course Content

Module 1 — Introduction to ISO 29001:2020
Lesson 1.1 — Introduction to ISO 29001:2020 Purpose of ISO 29001 Petroleum, petrochemical and natural gas industries Organizations covered by the standard Product and service supply organizations Why ISO 29001 was developed ISO 29001 as a supplement to ISO 9001:2015 Relationship between ISO 29001 and ISO 9001 Lesson 1.2 — Understanding the Oil & Gas Quality Environment Characteristics of the oil & gas supply chain Quality-critical products and services Product and process criticality Contractor and supplier risks Customer-specific requirements Statutory and regulatory requirements Traceability and conformity Inspection, testing and verification Quality risks in petroleum, petrochemical and natural gas industries Lesson 1.3 — ISO 29001 vs ISO 9001 Common requirements Sector-specific requirements Additional ISO 29001 requirements Supply-chain risk management External provider controls Conformity assessment Customer and supplier interfaces When an organization should consider ISO 29001 instead of ISO 9001 alone Lesson 1.4 — ISO 29001:2020 Structure and Clause Architecture Clauses 1–10 Requirements vs guidance Mandatory requirements Informative annexes Understanding “shall” requirements Documented information Objective evidence Lesson 1.5 — ISO 29001 Implementation Methodology Initial assessment Gap analysis QMS planning Documentation development Implementation Training and awareness Internal audit Management review Corrective action Certification preparation Lesson 1.6 — Course Implementation Case Study Introduction to the fictional organization that will be used throughout the course: Gulf Energy Services LLC Organization profile Products and services Oil & gas activities Organizational structure Key processes Customers Suppliers Contractors QMS scope Implementation scenario

  • Lesson 1.1 — Introduction to ISO 29001:2020
  • Lesson 1.2 — Understanding the Oil & Gas Quality Environment
  • Lesson 1.3 — ISO 29001 vs ISO 9001
  • Lesson 1.4 — ISO 29001:2020 Structure and Clause Architecture
  • Lesson 1.5 — ISO 29001 Implementation Methodology
  • Lesson 1.6 — Course Implementation Case Study: Gulf Energy Services LLC
  • Module 1 — Introduction to ISO 29001:2020

Module 2 — Clauses 1, 2 and 3: Foundation of ISO 29001
Lesson 2.1 — Clause 1: Scope Purpose and scope of ISO 29001 Product and service supply organizations Petroleum, petrochemical and natural gas industries Applicability Understanding organizational boundaries Lesson 2.2 — Clause 2: Normative References ISO 9001:2015 as the foundational reference Understanding normative references How ISO 9001 requirements interact with ISO 29001 Using referenced standards correctly Lesson 2.3 — Clause 3: Terms and Definitions Understanding ISO terminology Product Service Process External provider Risk Conformity Nonconformity Documented information Other important oil & gas quality terminology Lesson 2.4 — Practical Application of Clauses 1–3 Determining applicability Defining organizational activities Identifying relevant terminology Example applicability assessment Example organizational profile

Module 3 — Clause 4: Context of the Organization
Lesson 3.1 — Clause 4.1: Understanding the Organization and Its Context Internal issues External issues Oil & gas industry factors Market conditions Technology Supply-chain conditions Regulatory environment Quality-related business issues Climate-related considerations under Amendment 1:2024 Completed Context Analysis Example Lesson 3.2 — Clause 4.2: Needs and Expectations of Interested Parties Identifying interested parties Customers Regulators Certification bodies Suppliers Contractors Employees Owners Communities Industry bodies Customer-specific requirements Climate-related expectations where relevant Completed Interested Parties Register Lesson 3.3 — Clause 4.3: Determining the Scope of the QMS Defining QMS boundaries Products and services Locations Organizational functions Applicable requirements Justification of applicability Completed QMS Scope Statement Lesson 3.4 — Clause 4.4: QMS and Its Processes Process approach Process identification Process sequence and interaction Inputs and outputs Process criteria Process risks Process resources Process owners Process KPIs Documented information Completed Process Map Process Interaction Matrix Process KPI Matrix

Module 4 — Clause 5: Leadership
Lesson 4.1 — Clause 5.1: Leadership and Commitment Top management responsibility Accountability for QMS effectiveness Customer focus Integration of QMS into business processes Process approach Risk-based thinking Resource provision Promoting continual improvement Completed Leadership Commitment Example Lesson 4.2 — Clause 5.1.2: Customer Focus Understanding customer needs Customer requirements Statutory and regulatory requirements Risks affecting conformity Customer satisfaction Maintaining customer focus Oil & gas customer expectations Completed Customer Focus Implementation Example Lesson 4.3 — Clause 5.2: Policy Quality Policy requirements Developing an Oil & Gas Quality Policy Customer commitment Compliance commitment Continual improvement Communication Policy review Completed Quality Policy Example Policy Communication Record Lesson 4.4 — Clause 5.3: Organizational Roles, Responsibilities and Authorities Organizational responsibilities Quality authority QA/QC responsibilities Operations responsibilities Procurement responsibilities Engineering responsibilities Management responsibilities Escalation and reporting Completed Organization Chart Roles & Responsibilities Matrix

Module 5 — Clause 6: Planning
Lesson 5.1 — Clause 6.1: Actions to Address Risks and Opportunities Risk-based thinking Quality risks Operational risks Supply-chain risks Product risks Customer risks Opportunity identification Risk assessment methodology Risk treatment Monitoring Completed Risk & Opportunity Register Lesson 5.2 — Clause 6.2: Quality Objectives and Planning Establishing quality objectives Measurable objectives KPIs Targets Responsibilities Resources Monitoring Review Completed Quality Objectives Register KPI Dashboard Example Lesson 5.3 — Clause 6.3: Planning of Changes QMS changes Process changes Organizational changes Technology changes Supplier changes Equipment changes Assessing consequences Resource requirements Maintaining QMS integrity Completed Management of Change Record

Module 6 — Clause 7: Support
Lesson 6.1 — Clause 7.1: Resources Resource requirements Resource planning Resource availability Resource adequacy Quality-critical resources Oil & gas resource planning Completed Resource Planning Example Lesson 6.2 — Clause 7.1.2: People Personnel requirements Staffing Critical positions Competent personnel Workforce planning Completed Manpower Planning Example Lesson 6.3 — Clause 7.1.3: Infrastructure Facilities Equipment Utilities IT infrastructure Transportation Communication systems Maintenance Infrastructure monitoring Completed Infrastructure Register Lesson 6.4 — Clause 7.1.4: Environment for the Operation of Processes Workplace environment Operational conditions Cleanliness Temperature and humidity where applicable Contamination control Workplace conditions affecting quality Completed Workplace Environment Inspection Record Lesson 6.5 — Clause 7.1.5: Monitoring and Measuring Resources Inspection equipment Measuring equipment Calibration Verification Measurement traceability Calibration intervals Equipment status Out-of-calibration equipment Completed Calibration Register Calibration Record Example Lesson 6.6 — Clause 7.1.6: Organizational Knowledge Technical knowledge Lessons learned Project knowledge Customer knowledge Supplier knowledge Knowledge transfer Retention of organizational knowledge Completed Knowledge Register Lessons Learned Record Lesson 6.7 — Clause 7.2: Competence Competency requirements Job descriptions Qualification Training Experience Competency evaluation Training effectiveness Completed Competency Matrix Training Record Competence Evaluation Record Lesson 6.8 — Clause 7.3: Awareness Quality Policy awareness Quality objectives Employee contribution Consequences of nonconformity Oil & gas quality awareness Completed Awareness Training Record Lesson 6.9 — Clause 7.4: Communication Internal communication External communication Customer communication Supplier communication Regulatory communication Communication responsibilities Communication channels Completed Communication Matrix Lesson 6.10 — Clause 7.5: Documented Information QMS documentation Creating documents Updating documents Identification Approval Revision control Access Distribution Protection Retention Disposal Control of external documents Control of records Completed Master Document Register Document Change Request Record Control Register

Module 7 — Clause 8: Operation — Planning and Customer Requirements
Lesson 7.1 — Clause 8.1: Operational Planning and Control Operational planning Process controls Quality criteria Acceptance criteria Resources Operational risks Required documented information Oil & gas operational controls Completed Operational Quality Plan Lesson 7.2 — Clause 8.2: Requirements for Products and Services Customer requirements Product requirements Service requirements Statutory requirements Regulatory requirements Technical requirements Contractual requirements Completed Requirements Identification Example Lesson 7.3 — Clause 8.2.1: Customer Communication Product information Enquiries Quotations Orders Contracts Customer feedback Complaints Customer property Contingency communication Completed Customer Communication Record Lesson 7.4 — Clause 8.2.2: Determining Requirements Customer requirements Regulatory requirements Statutory requirements Organization-defined requirements Technical specifications Acceptance criteria Completed Customer Requirement Matrix Lesson 7.5 — Clause 8.2.3: Review of Requirements Contract review Technical review Commercial review Capability assessment Delivery requirements Conflicting requirements Risk assessment Completed Contract Review Form Lesson 7.6 — Clause 8.2.4: Changes to Requirements Customer amendments Contract changes Technical changes Requirement communication Document updates Impact assessment Completed Requirement Change Record

Module 8 — Clause 8: Operation — Design and Development
Lesson 8.1 — Clause 8.3: Design and Development of Products and Services Applicability Design responsibilities Design planning Design inputs Design controls Design outputs Design changes Lesson 8.2 — Clause 8.3.1: General Determining design applicability Design and engineering activities Customer requirements Technical requirements Design responsibility Completed Design Applicability Assessment Lesson 8.3 — Clause 8.3.2: Design and Development Planning Design stages Responsibilities Resources Interfaces Verification Validation Design reviews Completed Design & Development Plan Lesson 8.4 — Clause 8.3.3: Design and Development Inputs Functional requirements Performance requirements Customer specifications Regulatory requirements Previous design information Standards and codes Design risks Completed Design Input Register Lesson 8.5 — Clause 8.3.4: Design and Development Controls Design reviews Verification Validation Design responsibility Design failures Corrective actions Completed Design Review Record Design Verification Record Lesson 8.6 — Clause 8.3.5: Design and Development Outputs Technical specifications Drawings BOMs Inspection requirements Acceptance criteria Purchasing information Installation/service requirements Completed Design Output Checklist Lesson 8.7 — Clause 8.3.6: Design and Development Changes Design changes Engineering changes Change evaluation Verification and validation Authorization Impact assessment Completed Engineering Change Record

Module 9 — Clause 8: Operation — External Providers and Supply Chain
Lesson 9.1 — Clause 8.4: Control of Externally Provided Processes, Products and Services External providers Suppliers Contractors Subcontractors Outsourced processes Supplier risks Control methodology Lesson 9.2 — Clause 8.4.1: General Supplier evaluation Supplier selection Monitoring Re-evaluation Supplier capability Supplier quality history Completed Supplier Evaluation Procedure Lesson 9.3 — Clause 8.4.2: Type and Extent of Control Determining supplier control Risk-based supplier control Product/service criticality External provider performance Verification activities Effectiveness of supplier controls Required documented information Completed Supplier Risk Classification Completed Supplier Control Matrix Lesson 9.4 — Clause 8.4.2.1: External Provider Performance Planned supplier evaluation Supplier performance monitoring Quality performance Delivery performance Corrective action Adjusting controls according to risk Completed Supplier Performance Evaluation Lesson 9.5 — Clause 8.4.3: Information for External Providers Purchase specifications Technical requirements Quality requirements Approval requirements Competence requirements Verification requirements Inspection requirements Release requirements Completed Purchase/Procurement Specification Example Lesson 9.6 — Supplier Qualification and Approved Supplier Management Supplier prequalification Technical capability Certification Oil & gas experience Quality performance Financial and operational capability Critical supplier classification Completed Supplier Prequalification Record Approved Supplier List Lesson 9.7 — Supplier Performance and Corrective Action Supplier KPIs Nonconforming deliveries Supplier complaints Corrective action Supplier development Supplier suspension Supplier reapproval Completed Supplier Scorecard Supplier Corrective Action Record

Module 10 — Clause 8: Operation — Production and Service Provision
Lesson 10.1 — Clause 8.5.1: Control of Production and Service Provision Controlled conditions Work instructions Competence Equipment Monitoring Inspection Acceptance criteria Process controls Completed Production/Service Control Procedure Lesson 10.2 — Identification and Traceability Clause 8.5.2 Product identification Batch numbers Serial numbers Material traceability Inspection status Documentation traceability Oil & gas equipment example Completed Traceability Register Lesson 10.3 — Property Belonging to Customers or External Providers Clause 8.5.3 Customer equipment Materials Drawings Specifications Data Protection Loss/damage reporting Completed Customer Property Register Lesson 10.4 — Preservation Clause 8.5.4 Handling Packaging Storage Protection Transportation Corrosion prevention Contamination prevention Preservation requirements for oil & gas equipment Completed Preservation Checklist Lesson 10.5 — Post-Delivery Activities Clause 8.5.5 Installation Commissioning Maintenance Warranty Technical support Customer service Post-delivery risks Completed Post-Delivery Service Record Lesson 10.6 — Control of Changes Clause 8.5.6 Operational changes Process changes Equipment changes Personnel changes Supplier changes Change authorization Verification Completed Operational Change Record Lesson 10.7 — Clause 8.6: Release of Products and Services Inspection Testing Verification Acceptance criteria Release authorization Quality documentation Certificate of Conformity Inspection records Completed Product/Service Release Record Lesson 10.8 — Clause 8.7: Control of Nonconforming Outputs Identification Segregation Correction Rework Repair Concession Customer notification Re-inspection Disposition Completed Nonconformity Report

Module 11 — Clause 9: Performance Evaluation
Lesson 11.1 — Clause 9.1: Monitoring, Measurement, Analysis and Evaluation What to monitor What to measure Quality KPIs Operational KPIs Supplier KPIs Customer KPIs Data collection Analysis Evaluation Completed KPI Dashboard Lesson 11.2 — Clause 9.1.1: General Monitoring methodology Measurement criteria Frequency Responsibilities Methods Results Completed Monitoring & Measurement Plan Lesson 11.3 — Clause 9.1.2: Customer Satisfaction Customer satisfaction Feedback Complaints Customer scorecards Customer surveys Performance trends Completed Customer Satisfaction Survey Customer Satisfaction Register Lesson 11.4 — Clause 9.1.3: Analysis and Evaluation Data analysis Product/service conformity Customer satisfaction QMS performance Supplier performance Risks Opportunities KPI trends Completed Performance Analysis Report Lesson 11.5 — Clause 9.2: Internal Audit Internal audit principles Audit programme Audit planning Auditor competence Audit criteria Audit scope Evidence Findings Nonconformities Completed Internal Audit Programme Lesson 11.6 — Conducting an ISO 29001 Internal Audit Audit preparation Opening meeting Interview techniques Sampling Evidence collection Process auditing Supplier controls auditing Operational auditing Writing findings Completed Audit Checklist Completed Audit Report Lesson 11.7 — Clause 9.3: Management Review Management review purpose Review frequency Performance trends Customer satisfaction Audit results Supplier performance Risks and opportunities Resources Improvement opportunities Completed Management Review Agenda Lesson 11.8 — Clause 9.3.2: Management Review Inputs QMS performance Customer feedback Objectives Process performance Nonconformities Audit results Supplier performance Resource adequacy Risk and opportunity status Completed Management Review Input Report Lesson 11.9 — Clause 9.3.3: Management Review Outputs Improvement decisions QMS changes Resource requirements Action plans Responsibilities Deadlines Completed Management Review Minutes Management Review Action Tracker

Module 12 — Clause 10: Improvement
Lesson 12.1 — Clause 10.1: General Improvement opportunities Process improvement Product improvement Service improvement QMS improvement Risk reduction Performance improvement Lesson 12.2 — Clause 10.2: Nonconformity and Corrective Action Nonconformity Immediate correction Root cause analysis Corrective action Effectiveness evaluation Updating risks Updating the QMS Completed CAPA Procedure Lesson 12.3 — Root Cause Analysis for Oil & Gas Quality Problems 5 Why Fishbone analysis Fault analysis Process analysis Human factors Supplier causes Equipment causes Completed 5 Why Example Completed Fishbone Example Lesson 12.4 — Corrective Action and CAPA Management CAPA planning Responsibilities Due dates Verification Effectiveness Escalation Closure Completed CAPA Register Lesson 12.5 — Clause 10.3: Continual Improvement Continual improvement Performance trends Lessons learned Improvement opportunities Improvement projects Management involvement Completed Continual Improvement Register

Module 13 — Annex A: Clarification of Structure, Terminology and Concepts
Lesson 13.1 — Understanding Annex A Purpose of Annex A Relationship to ISO 9001 Structure and terminology How consultants should use Annex A Lesson 13.2 — Products and Services Understanding the product/service concept Oil & gas examples Product vs service supply Combined product/service delivery Lesson 13.3 — Interested Parties and Risk-Based Thinking Interested parties Risk-based thinking Risk vs opportunity Practical implementation Lesson 13.4 — Applicability and Documented Information Applicability decisions Documented information Organizational knowledge External provider controls Practical implementation examples

Module 14 — Annex B: Supporting ISO Quality Management Standards
Lesson 14.1 — Understanding Annex B Purpose of Annex B Supporting standards Relationship to ISO 29001 When supporting standards may be useful Lesson 14.2 — Supporting Standards for QMS Implementation ISO 9000 ISO 9001 ISO 9004 ISO 19011 ISO/TS 9002 Other relevant quality-management guidance Lesson 14.3 — Selecting Supporting Standards for Oil & Gas Organizations Which standards support implementation Which support auditing Which support organizational improvement Consultant decision-making

Module 15 — Annex C: Risk, Opportunity and Conformity Assessment
Lesson 15.1 — Understanding Annex C Purpose of Annex C Relationship with Clauses 6.1, 8.1 and 8.4 Supply-chain perspective Risk and opportunity management Conformity assessment Lesson 15.2 — Annex C.1: General Specifying product/service requirements Conformity assessment requirements Assessing risk Identifying opportunities Planning controls Provider responsibilities Supply-chain cascading Lesson 15.3 — Risk Assessment in the Oil & Gas Supply Chain Product criticality Service criticality Process criticality Failure consequences Probability Risk ranking Risk treatment Completed Oil & Gas Risk Assessment Lesson 15.4 — Determining the Appropriate Level of Control Risk-based controls Supplier controls Inspection Testing Verification Validation Documentation Certification Third-party inspection Customer involvement Lesson 15.5 — Conformity Assessment Processes What conformity assessment means Assessment methods Inspection Testing Verification Validation Review of documentation Factory acceptance Product release Completed Conformity Assessment Plan Lesson 15.6 — Cascading Requirements Through the Supply Chain Operator Main contractor Management contractor Equipment supplier Component supplier Material supplier Cascading quality requirements Supplier-to-supplier controls Completed Supply Chain Risk Cascade Example Lesson 15.7 — Annex C Practical Case Study Complete case study: Critical Oil & Gas Valve Procurement Customer requirement Product criticality Risk assessment Supplier assessment Supplier controls Purchase requirements Inspection and testing Third-party verification Documentation Acceptance Release Final conformity assessment

Module 16 — ISO 29001:2020 Implementation Project
Lesson 16.1 — Planning an ISO 29001 Implementation Project Project initiation Client requirements Implementation team Responsibilities Timeline Deliverables Lesson 16.2 — Conducting the Initial Gap Analysis Clause-by-clause assessment Evidence review Interviews Process review Documentation review Gap classification Completed ISO 29001 Gap Analysis Lesson 16.3 — Developing the QMS Framework QMS scope Processes Policy Objectives Risks Documentation structure Implementation plan Lesson 16.4 — Developing Policies, Procedures and Controls Policy development Procedure development Work instructions Forms Registers Records Process controls Lesson 16.5 — Implementing Operational Controls Customer requirements Contract review Design Procurement Supplier management Production/service controls Inspection Traceability Release Nonconformity Lesson 16.6 — Generating Objective Evidence What constitutes evidence Documents vs records Evidence of implementation Evidence of effectiveness Typical auditor sampling Common evidence gaps Lesson 16.7 — Internal Audit and Corrective Action Preparing the audit Conducting the audit Findings Root cause analysis Corrective actions Effectiveness verification Lesson 16.8 — Management Review Preparing management review Required inputs Performance analysis Decisions Actions Resource requirements Completed Management Review Lesson 16.9 — Certification Readiness Stage 1 audit Stage 2 audit Documentation readiness Implementation readiness Records readiness Employee readiness Operational evidence Common certification findings Lesson 16.10 — Final Consultant Readiness Review Complete clause-by-clause implementation review: Clauses 4–10 Annex considerations Risk management Supply-chain controls Conformity assessment Documentation Records Audit evidence

Module 18: FInal Assessment

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