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Knowledge Management · ISO 30401:2018

ISO 30401:2018 Documentation Toolkit

The real ISO 30401:2018 documentation set: 139 documents and five Excel tools that form a complete knowledge management system (KMS). The KM System Manual meets every clause of ISO 30401:2018, and you get the KM policy, 18 procedures, 7 work instructions, 52 forms each with a completed worked example, and the knowledge-domain, risk, KPI, competence and retention tools, covering knowledge development, conveyance, critical knowledge retention, communities of practice, lessons learned and the KM enablers and culture, all editable in Word and Excel, so an organisation can protect and grow its knowledge and reach certification without hiring a consultant.

139
Documents
and tools
18
Procedures
clause-mapped
52
Forms with
filled samples
5
Validated
Excel tools
$149
✓ Within 24h secure delivery✓ Editable Word and Excel✓ Lifetime free updates
ISO 30401:2018MANUAL
Knowledge Management System Manual
Clause-by-clause structure
18Clause-mapped
procedures
52Ready-to-use
forms
Written to satisfy the requirements checked byBSISGSTÜVBureau VeritasDNVIntertek
Overview

Everything you need for ISO 30401:2018, in one download

Preparing the documentation is the slowest and most confusing part of getting certified to ISO 30401:2018. You have to work out what the standard asks for, decide what to write, and turn it into a manual, procedures and records that an auditor will accept. Done from a blank page it takes months, and paying a consultant to do it can cost thousands.

The ISO 30401:2018 Documentation Toolkit gives you that whole system, already written and ready to edit. It is built by practitioners around the exact structure of the standard, so nothing an auditor expects is missing. You add your company details, adapt anything specific to your operation, and you have a complete, consistent knowledge management system that is ready for audit. Every single document you receive is listed and explained further down this page, so you know precisely what you are buying before you spend anything.

What makes this set specific

Built for your real production model, not a generic template

Knowledge domains, identified and prioritised

A knowledge domain identification and prioritisation procedure with a domain inventory, prioritisation record and critical knowledge register, so you can find the knowledge that matters most and focus the system on it, exactly as ISO 30401 expects.

Critical knowledge retention

A critical knowledge retention plan, a retention interview work instruction and a retention risk workbook, so the knowledge locked in your key people is captured before they leave, not after.

The four KM development activities

Procedures for knowledge development and for knowledge conveyance and transformation, covering acquisition, creation, retention and transfer, the heart of the ISO 30401 knowledge model.

Communities of practice and lessons learned

A community of practice charter and register, an after-action review record and facilitation guide, a lessons learned register and a capture and reuse work instruction, so knowledge is shared and reused instead of relearned.

KM enablers and culture

A KM enablers assessment, a technology and tools register, and a knowledge management culture assessment and action plan, because ISO 30401 treats human, technology and process enablers and culture as part of the system.

A completed example for every form

All 52 forms come with a matching sample filled form, worked around a realistic organisation example, so you can see exactly how each record should look before you complete your own.

How the set is structured

139 controlled documents in 8 tiers

Each tier answers a different question and is approved at a different level, and every requirement is owned in exactly one place.

MAN1Knowledge Management System Manual
POL1KM Policy
QP18Procedures
WI7Work instructions
QF52Forms and registers
SMP52Sample filled forms
TOOL5Validated Excel tools
CUST3Customization pack
The full contents

Every document in this toolkit, listed and explained

No hidden contents and no vague claims. Here is the complete document set, with a short description of what each file is for and the clause it helps you meet.

ISO 30401:2018 Toolkit

A complete document set, fully editable in Microsoft Office.

Knowledge Management System Manual1
KM Policy1
Procedures18
Work instructions7
Forms and registers52
Sample filled forms52
Validated Excel tools5
Customization pack3
Total documents139

MAN-01 Knowledge Management System Manual

The top-level document of the knowledge management system. It demonstrates, clause by clause, how the organisation meets ISO 30401:2018, from context, leadership and the KM policy through planning, the knowledge development and conveyance activities, enablers and culture to performance evaluation and improvement, and traces each requirement to the procedure, form, tool and record that satisfies it. This is the document an auditor opens first.

General and document controlIntroduction and organisation overviewScope, normative references, terms and definitions4. Context of the organisation5. Leadership and the KM policy6. Planning: risks, opportunities and objectives7. Support: resources, competence, awareness, information8. Operation: knowledge development, conveyance and control9. Performance evaluation10. Improvement
POL KM Policy (1)
  • POL-01 Knowledge Management Policy. Top management commitment to develop, retain and apply knowledge, aligned to ISO 30401 Clause 5.2.
QP Procedures (18)
  • QP-01 Context, Interested Parties and KMS Scope. How context, interested parties and the KMS scope are determined (Clause 4).
  • QP-02 Knowledge Domain Identification, Evaluation and Prioritization. How knowledge domains are identified, evaluated and prioritised (Clause 4.4).
  • QP-03 Knowledge Development. How knowledge is acquired, created and retained (Clause 4.4).
  • QP-04 Knowledge Conveyance and Transformation. How knowledge is shared, transferred and applied (Clause 4.4).
  • QP-05 Knowledge Management Enablers and Governance. How human, technology and process enablers and governance are managed (Clause 4.4).
  • QP-06 Knowledge Management Culture. How a supportive KM culture is developed (Clause 4.5).
  • QP-07 Leadership, Roles, Responsibilities and Authorities. How leadership is exercised and roles assigned (Clause 5).
  • QP-08 Actions to Address Risks and Opportunities. How risks and opportunities to the KMS are addressed (Clause 6.1).
  • QP-09 Knowledge Management Objectives and Planning. How KM objectives are set and planned (Clause 6.2).
  • QP-10 Resources and Competence. How resources and competence are managed (Clause 7.1, 7.2).
  • QP-11 Awareness and Communication. How awareness and communication are managed (Clause 7.3, 7.4).
  • QP-12 Control of Documented Information. How documented information is controlled (Clause 7.5).
  • QP-13 Operational Planning and Control. How KM operations are planned and controlled (Clause 8.1).
  • QP-14 Monitoring, Measurement, Analysis and Evaluation. How KM performance is monitored and evaluated (Clause 9.1).
  • QP-15 Internal Audit. How internal audits of the KMS are conducted (Clause 9.2).
  • QP-16 Management Review. How top management reviews the KMS (Clause 9.3).
  • QP-17 Nonconformity, Corrective Action and Continual Improvement. How nonconformities are corrected and the KMS improved (Clause 10).
  • QP-18 Toolkit Maintenance and Standard Revision. How the KMS is kept current with changes to ISO 30401.
WI Work instructions (7)
  • WI-03-01 Lessons Learned Capture and Reuse. How lessons learned are captured and reused.
  • WI-03-02 Critical Knowledge Retention Interview. How to run a critical knowledge retention interview.
  • WI-04-01 After-Action Review Facilitation. How to facilitate an after-action review.
  • WI-04-02 Community of Practice Operation. How to run a community of practice.
  • WI-04-03 Knowledge Taxonomy, Tagging and Knowledge-Base Curation. How to structure, tag and curate the knowledge base.
  • WI-14-01 KM Performance Measurement and KPI Calculation. How KM performance and KPIs are measured.
  • WI-15-01 Conducting a KMS Internal Audit. How to plan and carry out a KMS internal audit.
QF Forms and registers (52)
  • QF-01-01 Context and Issues Register. Records internal and external issues affecting the KMS.
  • QF-01-02 Interested Parties and Requirements Register. Records interested parties and their requirements.
  • QF-01-03 KMS Scope Statement. States the boundaries and applicability of the KMS.
  • QF-02-01 Knowledge Domain Inventory. Inventories the organisation knowledge domains.
  • QF-02-02 Knowledge Domain Prioritization Record. Records the prioritisation of knowledge domains.
  • QF-02-03 Critical Knowledge Register. Records critical knowledge holders and retention risk.
  • QF-03-01 Knowledge Acquisition and Creation Log. Logs knowledge acquired and created.
  • QF-03-02 Lessons Learned Register. Records lessons learned for reuse.
  • QF-03-03 Critical Knowledge Retention Plan. Plans the retention of critical knowledge.
  • QF-03-04 Knowledge Currency Review Log. Records reviews that keep knowledge current.
  • QF-04-01 Community of Practice Charter and Register. Charters and registers communities of practice.
  • QF-04-02 After-Action Review Record. Records an after-action review.
  • QF-04-03 Knowledge Asset Register. Registers the organisation knowledge assets.
  • QF-04-04 Knowledge Handover Record. Records a knowledge handover.
  • QF-05-01 KM Enablers Assessment. Assesses the KM human, technology and process enablers.
  • QF-05-02 KM Technology and Tools Register. Registers the KM technology and tools.
  • QF-06-01 Knowledge Management Culture Assessment. Assesses the KM culture.
  • QF-06-02 Knowledge Management Culture Action Plan. Plans actions to improve the KM culture.
  • QF-07-01 KM Roles and Responsibilities RACI Matrix. Assigns KM roles and responsibilities.
  • QF-07-02 KM Governance Committee ToR and Minutes. Terms of reference and minutes for KM governance.
  • QF-08-01 KM Risk and Opportunity Register. Records KM risks and opportunities.
  • QF-08-02 Risk and Opportunity Action Plan. Plans actions to address KM risks and opportunities.
  • QF-09-01 KM Objectives Register. Records KM objectives.
  • QF-09-02 KM Objective Action Plan. Plans the actions to achieve a KM objective.
  • QF-10-01 KM Resource Plan. Plans the resources for the KMS.
  • QF-10-02 KM Competence Matrix. Maps KM competence across roles.
  • QF-10-03 KM Training Needs Analysis. Identifies KM training needs.
  • QF-10-04 KM Training and Attendance Record. Records KM training and attendance.
  • QF-10-05 Competence Evaluation Record. Records the evaluation of competence.
  • QF-11-01 KM Communication Plan. Plans internal and external KM communication.
  • QF-11-02 KM Awareness Briefing Record. Records KM awareness briefings.
  • QF-12-01 Controlled Document Register. The master index of controlled documents.
  • QF-12-02 Records Retention Schedule. Sets how long records are retained.
  • QF-12-03 Document Change Request. Requests and records a document change.
  • QF-12-04 Document Distribution List. Records who holds controlled documents.
  • QF-13-01 KM Process Control Plan. Controls the KM operational processes.
  • QF-13-02 KM Change Control Record. Records controlled changes to the KMS.
  • QF-13-03 Outsourced Process Control Record. Controls outsourced KM processes.
  • QF-14-01 KM Monitoring and Measurement Plan. Plans what KM data is monitored and measured.
  • QF-14-02 KM Performance Evaluation Report. Reports the evaluation of KM performance.
  • QF-15-01 Internal Audit Programme. Plans the internal audit programme for the year.
  • QF-15-02 Internal Audit Plan. Plans a single internal audit.
  • QF-15-03 KMS Internal Audit Checklist. The checklist used to audit the KMS.
  • QF-15-04 Internal Audit Report. Reports the findings of an internal audit.
  • QF-15-05 Audit Nonconformity Report. Records a nonconformity raised at audit.
  • QF-15-06 Auditor Competence Evaluation. Evaluates auditor competence.
  • QF-16-01 Management Review Agenda. The agenda for a management review.
  • QF-16-02 Management Review Input Pack. The inputs assembled for a management review.
  • QF-16-03 Management Review Minutes and Action Log. Records the management review decisions and actions.
  • QF-17-01 Nonconformity and Corrective Action Report. Records a nonconformity and its corrective action.
  • QF-17-02 Continual Improvement Register. Logs continual improvement opportunities.
  • QF-18-01 Standard Change Impact Assessment. Assesses the impact of a change to the standard.
Every form above is also provided as a completed sample filled form, worked around a realistic organisation example. That is 52 additional worked examples included in the set.
TOOL Validated Excel tools (5)
  • T-01 Knowledge Domain Prioritization Workbook. Scores and prioritises knowledge domains.
  • T-02 KM Risk and Opportunity Assessment Workbook. Assesses and scores KM risks and opportunities.
  • T-03 KM Objectives and KPI Dashboard. Tracks KM objectives and KPIs at a glance.
  • T-04 KM Competence Matrix and Gap Analysis Workbook. Maps competence and analyses gaps.
  • T-05 Critical Knowledge Retention Risk Workbook. Scores critical knowledge retention risk.
CUST Customization pack (3)
  • CUST-01 Customization Guide. How to tailor the whole toolkit to your organisation.
  • CUST-02 Placeholder Replacement Guide. How to find and replace every placeholder with your own details.
  • CUST-03 Configuration Decision Checklist. The decisions to make before you configure the toolkit.
What you gain

Why teams choose a ready-made kit

✓
Save months of work

The writing is done. You edit instead of authoring from a blank page.

✓
Avoid consultant fees

Get a professional system for a fraction of the cost of hiring one.

✓
Nothing missed

Mapped clause by clause so every requirement is covered.

✓
Written in plain English

Easy to read, easy to adapt, no jargon you have to decode.

✓
Audit-ready evidence

Forms and registers capture exactly what an auditor asks to see.

✓
Yours to keep

A perpetual licence for your whole team, with free updates.

How to use it

From download to audit ready in five steps

Download

The full set arrives by email in minutes, in Word and Excel.

Customise

Swap the highlighted placeholders for your own company details.

Implement

Roll out the procedures and capture evidence on the forms.

Audit and review

Use the internal audit checklist and management review templates.

Get certified

Face the auditor with a complete, consistent system.

Who it is for

Built for the people who have to get it done

  • Companies going for ISO 30401:2018 certification for the first time.
  • Quality and compliance managers who want a proven framework, not a blank page.
  • Businesses asked for a documented system for a tender, a client, or pre-qualification.
  • Consultants and trainers who need an editable base to adapt for clients.
How it is delivered

Secure, editable, and yours to keep

📥

24-hour delivery

Files sent securely within 24 working hours of payment.

✍️

Fully editable

Microsoft Word and Excel, with placeholders to fill in.

♾️

Free updates

If the standard is revised, you get the update free.

👥

Team licence

One organisation, unlimited internal users, perpetual.

Compare the options

Kit, consultant, or from scratch

What mattersFrom scratchHire a consultantisofolder kit
Time to a full document setMonthsWeeksThe same day
Typical costYour timeThousands$149 once
Written by expertsNoYesYes
Mapped to every clauseRiskyUsuallyYes
You keep full controlYesLimitedYes, fully editable
Free updates on revisionNoExtra feeIncluded
Our experience

Documentation is all we do, and we have done it since 2017

isofolder is a team of auditing and consulting professionals with more than 80 years of combined experience. Our kits are written by practitioners and reviewed by working auditors, then refined across many real certification projects. When you buy from us, you are buying a system that has already helped companies pass their audits.

If you ever need a document that is specific to your operation and not already in the kit, our team will prepare it for you.

2017Trading since
2,000+Products delivered
750+Projects completed
100+Standards covered
What buyers say

Trusted by teams getting certified

★★★★★

The documents were well structured and easy to adapt. We cleared our certification audit with no major findings.

Quality ManagerManufacturing, United Kingdom
★★★★★

Saved us weeks of writing. Everything was mapped to the clauses, so we knew nothing was missing.

Operations LeadFood business, UAE
★★★★★

Clear, professional and fully editable. Far better value than the consultant quotes we received.

FounderServices company, United States
See it first

Not sure yet? Look inside before you buy

Preview 10 real pages from the ISO 30401:2018 toolkit right here, including a full form and part of an actual procedure. Judge the quality and writing style for yourself, with no sign-up.

Questions

ISO 30401:2018 toolkit, frequently asked

Who is ISO 30401 for?+
ISO 30401:2018 is the international standard for a knowledge management system. It suits any organisation that depends on the knowledge of its people, such as engineering, consulting, professional services, government, healthcare and research, and wants to develop, retain and reuse that knowledge and demonstrate it through certification.
Does it cover critical knowledge retention?+
Yes. The kit includes a critical knowledge register, a critical knowledge retention plan, a retention interview work instruction and a retention risk workbook, so knowledge held by key people is identified and captured before it is lost.
Does it address knowledge development and conveyance?+
Yes. There are procedures for knowledge development and for knowledge conveyance and transformation, covering how knowledge is acquired, created, retained, shared and applied across the organisation.
Does every form come with a filled example?+
Yes. All 52 forms are provided both blank and as a completed sample filled form, worked around a realistic example, so you can see exactly how each record is meant to look before completing your own.
What formats do I get?+
Everything is editable Microsoft Word and Excel, including the knowledge-domain prioritisation workbook, KM risk assessment, objectives and KPI dashboard, competence matrix and retention risk workbook in Excel. You replace the placeholders with your own organisation details.
What does the ISO 30401:2018 toolkit include?+
A clause-by-clause ISO 30401:2018 manual, 18 procedures, and 52 ready-to-use forms and records, plus sample filled examples. Everything is editable in Microsoft Word and Excel, and the full list is shown on this page.
Will it help me pass a certification audit?+
Yes. The documents are structured to the ISO 30401:2018 clauses an auditor checks and are written by experienced practitioners. You customise and implement them, and the kit gives you a complete, auditor ready system as your foundation.
What formats do I get, and can I edit them?+
Everything comes in editable Microsoft Word and Excel, with any presentations in PowerPoint. You replace the highlighted placeholders with your own details. No special software is needed.
How long does it take to customise?+
Most organisations tailor the core documents within a few days rather than the weeks or months it takes to write from a blank page. The manual and procedures are already written, so you are editing, not authoring.
How is it delivered?+
After your payment is confirmed, we send your files to you securely within 24 working hours, and usually much sooner. To keep the documents safe, we do not store them on public-facing servers.
Is there a licence limit or a subscription?+
There is no subscription. One purchase gives your organisation a perpetual licence with unlimited internal users, so your whole team can work on the documents.
Do I get updates when the standard changes?+
If ISO 30401:2018 is revised, you receive the updated documents free of charge, so your system stays current without buying again.
Is it suitable for my industry?+
The kit is written to the ISO 30401:2018 requirements, which apply across sectors. The documents are editable, so you keep what fits your operation and adapt or set aside anything that does not. It has been used by manufacturers, food businesses, laboratories, healthcare, IT and service companies.
How is this different from free templates online?+
Free templates are usually incomplete, generic, or out of date, and they leave you guessing what an auditor expects. This kit is a complete, current, clause-mapped set written by practitioners, with every document listed and explained so there are no surprises.
Can I check the toolkit before I buy?+
Yes. You can download a free sample document first to check the quality and writing style, so you can decide with confidence.
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ISO 30401:2018 Documentation Toolkit $149