1. IMPLEMENTATION TRACKING – PROJECT
PART II
Dennis J Morgan

2. This is Part 2 of QMS Implementation. This series of slides shows how the QMS Implementation
is being tracked from when it begins to reaching the goal of when an area, office, facility,
division will become compliant with company, state, federal and industries standards. The whole
role for these areas is to ensure nothing is left behind and management will be able to ensure
they will meet the registrar/certifying body of ISO in regards to the oil and gas industry.
We have taken a Gantt Chart and modified it for the implementers use by adding different venues
required. We have added conditional formatting to create our graphing and to calculate our
percentages behind the scene. There’ is only two places data should be entered in n Part and/or
Part 2. The objective behind this data tracking is to remove all subjectivity. To many times we
guess how far along and how long it takes to implement a system. By these calculations we hope
to remove that guess work and subjectivity. Why is this important? When you have numerous
facilities, divisions to implement and you have to perform internal audits once implementations
are complete this project gives you a time limit/schedule for when an actual audit will be
performed. This aids in customer relations, certifying body relations, internal management
relations and also gives the implementer(s) a sense of accomplishment.
As these areas are reviewed one must understand how this effects the customer and service
providers relationship. In an organization that is seeking to utilizing ISO standards and ensure
every area is compliant the goal is to compete to the fullest expectations required by the
customer. This system also gives evidence to any certifying body and customer entity the proof
required to upon request that the organization complied with the published standards.

3. Gap Analysis
Quality Manual
ManagementCommitment
ProductIdentification and Traceability
Preservation of Product
Control of Documents
Control of Records
Control of NonconformingProduct
Competency Awareness and Training
Purchasing
ProductProcess Controls
Control of CustomerProperty
Control of Monitoring and Measuring
Measurement, Analysis & Improvement
Monitoringand Measuringof Product
Continual Improvement
DecApr May Jun Jul AugSept Oct NovJan Feb Mar
This is a collapsed view using conditional formatting to show compliance tracking on a grid. This grid is
used in conjunction with a previous slide showing Quality Implementation.
Color Legend
Baby Blue- Complete,
meets expectations
between 90 and 100%
90% to 100%
1% to 89%
Skyblue- In pro gess
wo rking to ward
co mpletio n.A cco mplishme
nts between 1 and 89%.
Dark Blue= Has not
started. Reference
equals 0%.
0%
The conditional formatting cells
are derived from the
calculations inputted from the
elements showing how much is
being implemented. This gives
management insight on what is
being accomplished and how
long it is taking to administer an
implementation. Each
organization will be different with
it’s own check points as they
pertain to each element listed
under ISO Standards. The
percentages obtained from the
Implementation rules are
transferred to this grid and is
tracked on a monthly basis.
This box to the left is simply your legend
on what each color is representing on
the grid and it’s percentage of
accomplishment.

4. Gap Analys is
Compare the organization’s existing quality
Quality Manual
Ensure BHI QPM and approriate BHI Level 1 & 2
Review existing procedures and
Management Commitment
Ensure Quality/Perf ormance objectives are
A ppointing a member of the management team as
Ensure the GoM Management Review of the
Ensure the BHI Reliability, Quality and Product
Ensure that customer needs as w ell as statutory
Ensure that processes are established f or
Ensure that a Management of Change is carried
Ensure that responsibility and authority f or all
Ensure that appropriate internal communication
Ensure that the appropriate resources
Product Identification and Traceability
Ensure positive status identif ication of saleable
Material Traceability to lot/batch/serial number,
Preservation of Product
Protect sealing material (elastomers and non-
Ensure thread protectors are in place on
CRA Materials properly identif ied, stored and
Ensure brass shear screw s and pins are
Control of Documents
Ensure current revision status,history,review ,
Control of Records
Create Portal and A ssign A dmins.
Establish Master List of Records
Establish List of External Records
Well f ile creation and Records storage.
Control of Nonconforming Product
Identif ication and Segregation of Non-
Evaluation, Disposition and Reporting of
Competency Awareness and Training
Ensure QMS orientation of all personnel (QMS
Ensure personnel competency requirements are
Purchasing
Develop list of Suppliers A f f ecting product or
Determine w hich are already in A SL. Those not
Initiate A SL w orkf low s as needed f or Supplier
Evaluate suppliers w ho provide product or
Ensure all procurement requirements are
Ensure that receiving inspection is conducted
Product Process Controls
Create Business Process Model
Ensure there is a procedure or process f low f or
Ensure customer requirements and changes to
Control of Customer Property
Identif y, label, store and maintain customer
Establish a database or system f or tracking
Control of Moni tori ng a nd Me a s uri ng
Identif y and document a list of equipment or
A ssign serial numbers to each pieces of testing
Establish calibration f requency and acceptance
Calibration Database
Review calibration certif icates f or accuracy and
Out of tolerance handling & dispositioning
Me a s ure me nt, Ana l ys i s & I mprove me nt
Customer Satisf action Measurement
Ensure QMS A ssessment / Internal A udit
Monitoring and Measuring of Product
Develop Product Inspection and Test Criteria
Identif y and def ine special processes and
Continual Improvement
DecApr May Jun Jul Aug Sept Oct NovJan Feb Mar
This is an exploded view that list the rules and check points that are required under each element
as determined by the organization.
Check points and sub-
elements
Note that each check point under each element
derives it’s percentages from the QMS
Implementation. The main element percentages
are obtained from an equation that calculates all
the sub-elements to determine a true percentage
of what is taking place eliminating as much
subjectivity as possible. Once collapsed your main
elements is what determines the actual
implementation percentages. Reference slide #1.
ISO Elements

5. 0.00% 20.00% 40.00% 60.00% 80.00% 100.00% 120.00%
Quality Manual
Management Commitment
Ensure the GoM Management Review of the Quality Management System is…
Ensure that processes are established for monitoring and analyzing customer…
Ensure that appropriate internal communication processes are established and…
Ensure positive status identification of saleable products and rental tools throughout…
Protect sealing material (elastomers and non-elastomers) from deterioration, ultra…
Ensure brass shear screws and pins are maintained with proper identification and…
Control of Records
Establish List of External Records
Identification and Segregation of Non-Conforming product
Ensure QMS orientation of all personnel (QMS Training Modules, Procedures)
Develop list of Suppliers Affecting product or service.
Evaluate suppliers who provide product or service critical to the process and send out…
Product Process Controls
Ensure customer requirements and changes to order requirements are reviewed and…
Establish a database or system for tracking customer property
Assign serial numbers to each pieces of testing equipment for identification purposes
Review calibration certificates for accuracy and upload to Docquest
Customer Satisfaction Measurement
Develop Product Inspection and Test Criteria outlining processes and procedures…
Compliance Tracking
Added is a Compliance Tracking Chart. This chart gives a visual of exactly what is
taking place with every element venue. All calculations are based on monthly tracking
across all elements. At different points the graph reflects breaks between weeks
whereas the implementer's time is set based on what expectations are required during
a set time limit by the implementer.