ISO 50001:2018 Lead Auditor Training for Energy Management Systems (EnMS)

Course Duration: 5 Days - 8 Hours/day

This five-day seminar explains the ISO 50001 series of Energy Management System (EnMS) Standards and how to audit them while leading an audit team. This course is organized around the unique aspects of the Omnex ISO 14001 audit trails with integrated ISO 50001 auditing. Topics include the auditing process and audit tools such as checklists, audit forms and records. Participants will learn the EnMS documentation and how to audit each element, conduct an audit, write audit reports and approve corrective actions. ISO 50001:2018 clauses have been clarified and updated to be in harmony with ISO 9001:2015 and ISO 14001:2015 standards. The class will also cover the topic of integrating ISO 5001 with ISO 9001, ISO 14001, ISO 26000 and Global Reporting Initiatives (GRI).

Learning Objectives

  • Understand the application of Energy Management Principles in the context of ISO 50001:2018.
  • Relate the energy management system to the organizational products, including services, and operational processes.
  • Understanding the ISO 50001 auditing and registration process.
  • Understand each element of the ISO 50001:2018 Standard.
  • Know how to prepare for and how to complete an EnMS audit acting as the lead auditor.
  • Understand how to conduct an integrated audit of ISO 50001 with ISO 14001 or ISO 9001.
  • Understand the application of the principles, procedures and techniques of auditing.
  • Understand the conduct of an effective audit in the context of the auditee’s organizational situation.
  • Understand the application of the regulations, and other considerations that are relevant to the management system, and the conduct of the audit.
  • Practice personal attributes necessary for the effective and efficient conduct of a management system audit.
  • Establish, plan and task the activities of an audit team.
  • Communicate effectively with the auditee and audit client.
  • Organize and direct audit team members
  • Prevent and resolve conflict with the auditee and/or within the audit team.
  • Prepare and complete the audit report.

Course Outline

Day One

  • Introduction and Welcome
  • Impetus for International Energy Management Standards
  • Intro to ISO 50001 Series Standards and Related Publications
  • Conformance to ISO 50001 / Relationship to Other Standards
  • Understanding the ISO 50001:2018 Requirements

Day Two

  • Energy Management System Documentation
  • ISO 50001 and ISO 9001 Comparison
  • Breakout Exercise 1: Integrating ISO 9001 and ISO 50001 Procedures
  • Breakout Exercise 2: Documentation Review
  • Management of Audit Programs
  • Audit Planning and Preparation
  • Breakout Exercise 3: Scope and Objectives
  • Breakout Exercise 4: Audit Plan

Day Three

  • Performing the Audit
  • Breakout Exercise 5: Opening Meeting
  • Breakout Exercise 6: Conducting the Audit
  • Writing Nonconformity Statements
  • Breakout Exercise 7: Writing Nonconformities
  • Closing Meeting
  • Breakout Exercise 8: Summary Statement and Closing Meeting
  • Completing the Audit Report
  • Corrective Action and Closeout
  • Breakout Exercise 9: Verification and Closeout

Day Four

  • Review of Audit Process and Audit Management Strategies
  • Case Study Mock Audit

Day Five

  • Practical Application of Audit Principles and Instructor Interviews

Who Should Attend

This course is designed for ISO 50001 Implementation Team Members, Management Representatives and ISO 50001 Internal Auditors. Those in charge of implementing or auditing ISO 14001 or EMS could also benefit from this course.

Course Materials

  • Each participant will receive a seminar manual and a breakout workbook that includes auditing case studies.

Note: Omnex does not provide copies of standard(s) during training courses, but clients are encouraged to have their own copy.


An understanding of the ISO 50001:2018 requirements and/or work experience in applying ISO 50001:2018 is recommended.

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