Planning Procedure

Scope

To describe the process, we need to meet the requirements for context of the organization (4.1 & 4.2), actions to address risks and opportunities (6.1.1) planning actions (6.1.2), environmental aspects (6.1.3), hazard identification and risk assessment (6.1.3), and compliance obligations (6.1.4).

Responsibility and Authority

The QEHS Management Representative shall have the responsibility and authority to ensure conformance to the activities described in this procedure.

Procedure

Completing the Risks and Opportunities Matrix

1. Initially and continuing during management review meetings, the QEHS Management Representative and top management discuss the risks and opportunities the organization is currently facing.

2. The QEHS Management Representative and top management may review the samples listed on the Samples tab of the Risks and Opportunities Matrix for brainstorming ideas.

Completing the Interested Party Analysis Matrix

1. Initially and continuing during management review meetings, the QEHS Management Representative and top management review/update the Interested Party Analysis documenting:

   1. the Interested Parties of the QEHSMS;

   2. their needs and expectations;

   3. compliance obligations resulting from the needs and expectations of the interested parties

Action Plans

1. Initially and continuing during management review meetings, the QEHS Management Representative and top management consider the risks and opportunities discussed and the Interested Party Analysis to determine the risks and opportunities that need to be addressed to:

   1. give assurance that the QEHS management system can achieve its intended outcomes;

   2. enhance desirable effects;

   3. prevent or reduce undesired effects, including the potential for external quality, environmental, health and safety conditions to affect the organization;

   4. achieve continual improvement.

2. Initially and continuing during management review meetings, the QEHS Management Representative and top management shall determine and document the action plans for Risks and Opportunities to be addressed on the Risks and Opportunities Matrix.

   1. Action plans to address risks can include avoiding risk, taking risk in order to pursue an opportunity, eliminating the risk source, changing the likelihood or consequences, sharing the risk, or retaining risk by informed decision.

   2. Action plans to address Opportunities include adoption of new practices, launching new products, opening new markets, addressing new customers, building partnerships, using new technology and other desirable and viable possibilities to address the organization’s or its customers’ needs.

3. When determining action plans, QEHS Management Representative and top management consider its technological options and its financial, operational and business requirements.

4. Planning for environmental aspects is handled according to the Environmental Aspects Identification Procedure.

5. Planning for hazard identification and risk assessment is handled according to the Hazard Identification and Risk Assessment Procedure.

6. Planning for compliance obligations is handled according to the Compliance Obligations Identification Procedure.

7. Risks and opportunities, including actions plans, interested party analysis, environmental aspects, health and safety hazards and compliance obligations are integrated, as applicable into QEHS objectives and programs, and consider the required support, operational control and monitoring and measurement.

8. Risks and opportunities, including actions plans, interested party analysis, environmental aspects, health and safety hazards and compliance obligations are monitored and reviewed during Management Review Meetings and updated as necessary.

Related and Supporting Documents

4.1.2-F Risks and Opportunities Matrix

4.2.1-F Interested Party Analysis

6.1.3.1-P Environmental Aspects Identification Procedure

6.1.3.4-P Hazard Identification and Risk Assessment Procedure

6.1.4.1-P Compliance Obligations Identification Procedure

Document Revision History

Rev Description of Change Approved Date Approved By

0 New 10-21-2021 C. Vo