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Training content
Overview
ISO 50001:2018 Energy Management Systems Lead Auditor Training aims to train lead auditors who can assess organisations’ energy management systems against international standard requirements, plan and conduct audits, and manage audit teams.
The training covers the requirements of the ISO 50001:2018 standard, energy efficiency, energy performance evaluation, energy reviews, the management of energy risks and opportunities, audit principles, audit planning, implementation, reporting and follow-up activities.
In addition to theoretical instruction, the programme is supported by case studies and practical audit exercises.
Objectives and Outcomes
Purpose of the Training
The purpose of this training is to equip participants with the knowledge and skills required to interpret the requirements of ISO 50001:2018, evaluate energy management systems, examine energy performance and opportunities for improvement, conduct risk-based audits and carry out lead auditor activities.
Learning Outcomes
Participants who complete the training are expected to acquire the following knowledge and skills:
- Interpret the requirements of ISO 50001:2018
- Evaluate energy management system processes
- Audit energy review and energy performance evaluation processes
- Examine processes for identifying and evaluating significant energy uses (SEU)
- Evaluate energy performance indicators (EnPI) and energy baselines (EnB)
- Audit energy efficiency and continual improvement processes
- Evaluate the management of legal and other requirements relating to energy
- Apply auditing principles within the scope of ISO 19011
- Prepare an audit programme and audit plan
- Manage the audit team
- Evaluate objective audit evidence
- Identify and report nonconformities
- Evaluate the effectiveness of corrective actions
- Prepare audit reports
Programme and Method
Day 1 – Introduction to the Energy Management System and Fundamental Requirements
- Purpose, scope and structure of the ISO 50001:2018 standard
- Fundamental principles of the energy management system
- Concepts of energy efficiency, energy use and energy consumption
- Process approach, risk-based thinking and the PDCA cycle
- Context of the organisation and the needs of interested parties
- Leadership, energy policy and organisational responsibilities
- Assessment of risks and opportunities
- Energy management system objectives and planning processes
Day 2 – ISO 50001 Requirements and Energy Performance Management
- Review of ISO 50001:2018 Clauses 4–10 requirements
- Energy review and identification of significant energy uses (SEU)
- Energy performance indicators (EnPI) and energy baselines (EnB)
- Collection, monitoring and analysis of energy data
- Improvement and verification of energy performance
- Management of legal and other energy-related requirements
- Operational control, design and procurement processes
- Evaluation of energy performance and continual improvement
Day 3 – Audit Principles and Audit Planning
- Audit principles within the scope of ISO 19011
- Relevant audit and certification requirements within the scope of ISO 50003
- First-, second- and third-party audits
- Establishment and management of the audit programme
- Duties and responsibilities of the lead auditor
- Determination of the audit scope, criteria and objectives
- Stage 1 and Stage 2 certification audits
- Preparation of the audit plan and checklists
- Risk-based approach to energy management system audits
Day 4 – Conducting the Audit
- Opening meeting and audit interviews
- Audit techniques and sampling methods
- Collection and evaluation of objective audit evidence
- Auditing the energy review and energy performance records
- Evaluation of energy consumption, efficiency and operational controls
- Verification of improvements in energy performance
- Identification and evaluation of audit findings
- Practical audit exercises
Day 5 – Audit Reporting and Lead Auditor Practices
- Identification and classification of nonconformities
- Preparation of the audit report
- Conducting the closing meeting
- Evaluation of corrective actions and root cause analyses
- Closure of nonconformities and follow-up audits
- Management of the audit team and lead auditor practices
- Case studies and final examination
Attendance and Certificate
Certification Rule
A certificate of attendance is issued to all participants whose attendance has been confirmed. To receive a certificate of achievement, participants must achieve a passing grade in the examination at the end of the training; participants who use all their examination attempts but do not pass will be issued a certificate of attendance.
FAQ and Resources
1. Who is the ISO 50001 Lead Auditor Training suitable for?
It is suitable for management system auditors, energy managers, energy engineers, energy efficiency specialists, internal auditors and professionals wishing to become lead auditors.
2. What is the purpose of the ISO 50001 standard?
It aims to enable organisations to systematically manage and continually improve their energy performance, energy efficiency, energy use and energy consumption.
3. What is an energy performance indicator (EnPI)?
It is an indicator used to measure and monitor energy performance. It helps organisations assess changes and improvements in their energy performance.
4. What is an energy baseline (EnB)?
It is a reference point used to compare energy performance and assess improvements.
5. What is the difference between ISO 50001 and ISO 14001?
ISO 50001 focuses on energy management and improving energy performance, while ISO 14001 focuses on managing environmental impacts and improving environmental performance. The two standards can be implemented as an integrated system.
6. What is the difference between the 5-day and 3-day training courses?
The 5-day training course covers the standard requirements and audit processes comprehensively, while the 3-day training course is an intensive programme for participants who already have knowledge of energy management and auditing.
7. Does the training include practical exercises?
Yes. Exercises are conducted on energy performance evaluation, audit planning, case study analysis, writing nonconformities and reporting.
8. Can the training be delivered online or face-to-face?
Yes. The training can be scheduled online or face-to-face according to the requirements of the organisation and participants.
9. Is there an examination and certificate at the end of the training?
Yes. A final examination or assessment may be conducted at the end of the training. A certificate is issued based on attendance and successful completion.
Resources
- ISO 50001:2018 – Energy Management Systems – Requirements with Guidance for Use
- ISO 50001:2018/Amd 1:2024 – Climate Action Changes
- ISO 50003:2021 – Requirements for Bodies Providing Audit and Certification of Energy Management Systems
- ISO 50004:2020 – Guidance for the Implementation, Maintenance and Improvement of an Energy Management System
- ISO 50006:2023 – Evaluating Energy Performance Using Energy Performance Indicators and Energy Baselines
- ISO 19011:2026 – Guidelines for Auditing Management Systems
- ISO/IEC 17021-1:2015 – Requirements for Bodies Providing Audit and Certification of Management Systems
- Relevant national energy efficiency legislation and legal regulations