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Context & Strategy Analysis
ISO 9001:2015 QMS

Strategy Ref. Situation being analyzed: Date Raised:

Use this template to help determine internal issues relevant to your organisation's purpose and strategic direction that may affect its ability to achieve the
intended result(s) of its QMS. This information should be retained as a strategy or tactical planning document to underpin your organization’s policies and to
provide a road map to achieve future goals.
Note 1: Issues can include positive/negative factors or conditions for consideration.
Note 2: Understanding the internal context considers values, culture, knowledge and performance of the organization.

The Organization Applicable Not Applicable List Requirements

Why: Purpose/intended result      

What: Products and services      

Short term      
When:
Long term

International

National      
Where:
Regional

Local

Document Ref: Page 1 of 3

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Context & Strategy Analysis
ISO 9001:2015 QMS

The Organization Applicable Not Applicable List Requirements

Employees

Shareholders
For Whom: (Internal)
Owners

Board of Directors

Customers

Suppliers

For Whom: (External) Community

ISO

Regulators

Where are we going?

How: (Strategic direction) How will we get there?

What is the timeline?

What does arrival look like?

What are the milestones?

Document Ref: Page 2 of 3

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Context & Strategy Analysis
ISO 9001:2015 QMS

Conclusions

Recommendations

Document Ref: Page 3 of 3