Quality Systems

These classes are offered using two primary delivery methods to meet client needs and preferences: face-to-face classroom instruction and blended instruction. Blended instruction combines face-to-face classroom training and web-based training. This hybrid approach minimizes the time employees must be away from their work activities and permits flexible scheduling; moreover, it permits learners to be self-paced as they engage with the instructional content. Dr. McPherson recommends the blended approach for all of my auditor courses. He designed these courses tailoring the web-based portion to learning the content of the standard and the instructor-led classroom portion for planning, conducting, and reporting an audit. This is the portion of the training where immediate instructor feedback and modeling of auditor techniques are critical to achieving desired outcomes. However, the auditor classes can be delivered in their entirety using the face-to-face classroom delivery method.

Advanced Auditing

Program Evaluation

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AS9100 Familiarization Seminar Aerospace Requirements

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IATF 16949 Internal Auditor Training

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ISO 9001 Implementation Executive Overview

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Advanced Product Quality Planning Methods and Application

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AS9100 Internal Auditor Training

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ISO 14001 Implementation Executive Overview

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ISO 9001 Internal Auditor Training

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An Overview of the Conditions and Processes of Learning

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IATF 16949 Implementation Executive Overview

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ISO 14001

Internal Auditor

Training

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Production Part Approval Process Methods and Applications

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Advanced Auditing and
Program Evaluation Methods

The purpose of the training course is to introduce learners to evaluative methods and techniques that may be employed to inform decision-makers about the effectiveness, implementation, and improvement of program management for learning, research, and management systems.

Duration: 2 Days.

The scheduled class time is 8:00 to 5:00 PM.

This course is intended for learners who have previously completed a course in internal auditing and have some experience performing audits. While auditing is about establishing conformity to requirements and agreed-upon criteria, evaluation is about making value judgments. Learners will be introduced to the methods for establishing evaluative conclusions about effectiveness, value, worth, level of improvement, and how good an evaluation object is. The concept of evaluation–specific logic and methodology as described by Michael Scriven, Jane Davidson, and others will be discussed and applied to program management with an emphasis on quality systems. An example discussion topic for the class will be clause 6.2.2 of the ISO 9001:2015 Standard in regard to competence, awareness, and training. Here the standard states that the organization will “evaluate the effectiveness of the actions taken.” During the course, learners will be engaged in a determination of how this might be accomplished and how an evaluative conclusion of “effective” might be established

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Specific Key topics to be addressed:

The purpose and importance of internal auditing and evaluation
How auditing and evaluation are alike and how they differ
Establishing evaluative criteria
Establishing standards of performance and sources of evidence
Data collection, synthesis, and formation of value judgments
Using the results of evaluations (evaluation use)
Scriven’s Key Evaluation Checklist
Resources for additional study and application

Hands-on Training Activities:

Self-check and discussion sessions
Group Activities involving tool and checklist development

Training Objectives:

Upon completion of the training the learner should be equipped to:
Define evaluation and specific evaluation terms
Explain the similarities and differences between an audit and an evaluation
Identify clauses in the ISO 9001:2015 standard that specifies a need for evaluation List Scriven’s four steps in the logic of evaluation
Explain the purpose of an evaluation checklist
Explain the importance of evaluation utilization

1 Advanced Auditing 1

2 Adanced Product Quality Plannig 2

Advanced Product Quality Planning
Methods and Application

6 IATF Executive Overview

3 Overview of Conditions

The purpose of this training seminar is to familiarize the learner with the guidelines and processes for advanced product quality planning.

Duration: 4 Hours.

The scheduled class time is TBD

Training Overview:

This course is designed to familiarize the learner with the basic knowledge requirements for accomplishing advanced product quality planning (APQP) to support requirements specified in IATF 16949 and applicable customer-specific requirements. With the knowledge gained from the course, learners will understand how the tools, procedures and reporting requirements specified in the Advanced Product Quality Planning and Control Plan reference manual are used to meet these requirements

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Specific Key topics to be addressed:
Activities involved in executing APQP
Discussion of example control plans
Discuss the APQP process steps (control plan methodology)
Analytical techniques for APQP
Discussion of customer requirements and Voice of the Customer

Hands-on training activities:
Prepare cause and effect diagram
Assemble a simple control plan

Training Objectives:
Upon completion of the training the learner should be equipped to:
o Explain the purpose of APQP
o Name three major phases of the control plans
o Explain what is meant by Voice of the Customer
o Explain the purpose of the control plan methodology
o Draw a basic cause-and-effect diagram
o Explain the purpose of checklists and name four examples

An Overview of the Conditions
and Processes of Learning

The purpose of this training seminar is to familiarize the participant with the conditions and processes of learning to inform personnel who select, design, organize, or perform training in their organization.

Duration: 4 Hours.

The scheduled class time is TBD

Training Overview:

Based on a cognitive information processing approach to human learning, this seminar is designed to familiarize the participant with how learning occurs and the conditions that impact learning outcomes. The five major categories of learning outcomes and the conditions of learning and events of instruction that facilitate achievement of learning according to Robert Gagne will be discussed. Schema theory and advance organizers will be briefly discussed as it relates to the activation of prior knowledge. The importance of motivation to the learning process will be reviewed. The seminar is designed to stimulate interest in how learning occurs and how learning processes can be facilitated. It will serve as an introduction to a more extensive and thorough review of learning theory and the conditions of learning.

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Specific Key topics to be addressed:
Establishing a definition of learning
Information processing theories of human learning
Categories of learned capabilities
Events of Instruction
Learner motivation

Hands-on activities:
Prepare block diagram and work problem-solving example

Training Objectives:
Upon completion of the training the learner should be equipped to:
o Define learning
o Name five categories of learned capabilities
o Explain information processing theory in terms of a computer metaphor
o Describe the functional relationship between working memory and long-term memory
o Explain the concept of a schema and give an example of an impoverished schema
o Describe two sources from which motivational tendencies or processes are derived

4 AS9100 Aerospace

5 Intenl Auditor Training

AS9100 Familiarization Seminar
Aerospace Requirements

The purpose of this training seminar is to familiarize the learner with the background, evolution, and structure of the AS9100 Aerospace Quality Management Systems Requirements Standard., and how organizations can become registered by an accreditation body. This course is aimed at company owners and managers who intend to implement AS9100 in their organizations.

Duration: 2 Days.

The scheduled class time is 8:00 to 5:00 PM.

Training Overview:

This course is designThis course is designed to equip the learner with a working knowledge of the SAE AS9100 aerospace quality management systems requirements standard. With the knowledge gained from the course, learners will be prepared to begin quality management system implementation planning and registrar selection activities in their organization. The course includes self-check and discussion sessions to reinforce learning as well as an audit simulation activity. During the simulation activity, the learner will use the AS9101 aerospace quality management system assessment standard to build a brief audit checklist. The idea of the simulation is to allow the learner to experience an audit from both the auditor and auditee perspective.

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Specific Key topics to be addressed:

• Background & Purpose of AS9100,

• AS9100 and the FAA,

• ISO9001:2015 and AS9100D comparison,

• AS9100D: Elements of the standard,

• AS9101: Assessment criteria for certification, and

• The AS9100 Certification Path

Hands-on training activities:

Self-check and discussion sessions

Audit simulation

Training Objectives:

Upon completion of the training the learner should be equipped to:

o Describe the origin and development of AS9100

o Explain the purpose of the AS9100 Standard

o Compare FAA Regulation 21.303 to specific AS9100D requirements

o Contrast AS9100D Requirements with ISO 9001:2015

o Explain the purpose of internal audits

o Define registrar, AS9101 checklist, and nonconformance report

o Explain and diagram the path to AS9100 certification

AS9100 Internal Auditor Training

The purpose of this training course is to introduce learners to methods and tools for auditing an IATF 16949 Quality Management System.

Duration: 3.5 Days.

Scheduled class time is 8:00 to 5:00 PM. which includes a 30 min lunch break.

Training Overview:

The training is designed to provide learners with the knowledge and skills to perform internal quality audits to IATF 16949 requirements.

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Hands-on Training Activity:

4 quizzes will be given: Internal Audit simulation will be conducted on day 3.

Training Objectives:

• Upon completion of the training the learner should be equipped to:

• Explain the purpose of IATF 16949 Standard

• Identify the five core tools of the IATF 16949 system and explain their purpose

• Identify and interpret IATF 16949 requirements

• Correlate ISO 14001 with ISO 9001 and IATF 16949 requirements

• Design and implement tools needed to conduct a quality audit

• Discriminate between good and poor audit techniques, methods, and auditor conduct

• Plan, perform and document a process audit

• Initiate corrective actions and identify opportunities for improvement.

• Report Audit Findings

Textbook, class handouts and materials, and a certificate of completion will be included with the course.

Participants are requested to bring examples of their organization’s audit forms and checklists to the class.

Recommended Prerequisites for Participants:

It is recommended that participants have a working knowledge of IATF 16949 requirements and have successfully completed a course in basic IATF 16949 familiarization training to benefit most from this course. The participants also need working experience and/or previous training in Core Tools. The objective of this class is to train individuals to audit process outputs that use core tool methods and not to specifically provide training and proficiency in core tool implementation.

IATF 16949 Implementation Executive Overview

The purpose of this training course is to prepare learners to plan and conduct internal audits within their organization with an emphasis on aerospace requirements.

Duration: 3 Days.

The scheduled class time is 8:00 to 5:00 PM.

Training Overview:

The training is designed to provide learners with the knowledge and skills to successfully plan and prepare for an audit, perform an audit, document an audit, report on the results of an audit, and manage corrective actions.

Clean Green Mix

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Specific Key topics to be addressed:

•The purpose and importance of Internal Audits in aerospace quality systems,

•Types of quality audits,

•Internal Audit key terms and definitions,

•Skills needed for successful auditing,

•AS9100, AS9101, and ISO 19011 Standards overview and the audit process,

•Building an audit program,

•Auditor conduct and responsibilities,

•Preparing for and performing the audit, and

•Reporting the results of the audit

Hands-on training activities:

Self-check and discussion sessions

Group Activities including tool and checklist development

Simulation audit of a specific area of a quality management system

Training Objectives:

Upon completion of the training the learner should be equipped to:oExplain the purpose of a quality auditoIdentify five types of quality auditsoDefine specific audit termsoUse AS9100 Quality Standards to assess quality performance and complianceoDesign and implement tools needed to conduct a quality auditoDiscriminate between good and poor audit techniques, methods, and auditor conductoPlan, perform and document a process auditoInitiate corrective actions and identify opportunities for improvement.

IATF 16949 Internal Auditor Training

7 16949 Internal Auditor

The purpose of this training course is to prepare learners to plan and conduct internal audits within their organization with an emphasis on aerospace requirements.

Duration: 3 Days.

The scheduled class time is 8:00 to 5:00 PM.

Training Overview:

Clean Green Mix

With kale, avocado, celery & lime

Specific Key topics to be addressed:

•The purpose and importance of Internal Audits in aerospace quality systems,

•Types of quality audits,

•Internal Audit key terms and definitions,

•Skills needed for successful auditing,

•AS9100, AS9101, and ISO 19011 Standards overview and the audit process,

•Building an audit program,

•Auditor conduct and responsibilities,

•Preparing for and performing the audit, and

•Reporting the results of the audit

Hands-on training activities:

Self-check and discussion sessions

Group Activities including tool and checklist development

Simulation audit of a specific area of a quality management system

Training Objectives:

Chuck McPherson, PhD
Program Instructor

Dr. McPherson has over 33 years of experience in developing and implementing quality management systems in the manufacturing and service sectors. His primary job focus is program evaluation and the design, development, and implementation of management systems, training programs, and human performance support systems for the realization of products and services in education, business, and industry. He specializes in the design, development, and implementation of quality management systems for ISO 9001, IATF16949 for Automotive, SAE AS9100, and 9110 for aerospace, FAA-PMA, and FAA FAR Part 145 Subpart B for domestic repair stations. Chuck has a Doctor of Philosophy degree from the University of South Alabama. He is a member of the Omicron Zeta Chapter of Kappa Delta Pi (KDP) International Honor Society in Education, the Golden Key International Honour Society, and other professional organizations.
Dr. McPherson is an FAA licensed Airframe and Powerplant mechanic.

8 ISO 14001

ISO 14001 Implementation Executive Overview

The purpose of this training course is to prepare learners to plan and conduct internal audits of an environmental management system within their organization.

Duration: 2.5 Days.

Scheduled class time is Day 1 and 2: 8:00 to 4:00 P.M.; Day 3: 8:00 to 12:00 P.M.

Training Overview:

The training is designed to provide learners with the knowledge and skills to successfully plan and prepare for an audit, perform an audit, document an audit, report the results of an audit, and manage corrective actions.

Clean Green Mix

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Specific Key topics to be addressed:

•Evaluation and auditing: basic theoretical concepts,

•The purpose and importance of environmental audits,

•Internal Audit key terms and definitions,

•ISO 14001 Standard overview and the audit process,

•Environmental audit program tools,

•Auditor conduct and responsibilities, and

•Preparing for, performing, and documenting the audit.

Hands-on training activities:

Self-check and discussion sessions

Group Activities including tool and checklist development

Practice/simulation audit of a specific area of an environmental management system

Training Objectives:

Upon completion of the training the learner should be equipped to:

•Explain the purpose of an environmental audit

•Form an audit team

•Define specific audit terms

•Use the ISO14001 Standard to assess quality performance and compliance

•Design and implement tools needed to conduct a quality audit

•Discriminate between good and poor audit techniques, methods, and auditor conduct

•Plan, perform and document a process audit

•Initiate corrective actions and identify opportunities for improvement

New ISO14001 Internal Auditor

ISO 14001 Internal Auditor Training

The purpose of this training course is to prepare learners to plan and conduct internal audits of an environmental management system within their organization.

Duration: 2.5 Days.

Scheduled class time:

Day 1 and 2: 8:00 to 4:00 P.M.

Day 3: 8:00 to 12:00 P.M.

Training Overview:

Clean Green Mix

With kale, avocado, celery & lime

Specific Key topics to be addressed:

• Evaluation and auditing: basic theoretical concepts

• The purpose and importance of environmental audits

• Internal Audit key terms and definitions

• ISO 14001 Standard overview and the audit process

• Environmental audit program tools

• Auditor conduct and responsibilities

• Preparing for, performing, and documenting the audit

Hands-on training activities:

Self-check and discussion sessions

Group Activities including tool and checklist development

Practice/simulation audit of a specific area of an environmental management system

Training Objectives:

Upon completion of the training the learner should be equipped to:

• Explain the purpose of an environmental audit

• Form an audit team

• Define specific audit terms

• Use the ISO14001 Standard to assess quality performance and compliance

• Design and implement tools needed to conduct a quality audit

• Discriminate between good and poor audit techniques, methods, and auditor conduct

• Plan, perform, and document a process audit

• Initiate corrective actions and identify opportunities for improvement

ISO 9001 Implementation Executive Overview

9 ISO 9001

The purpose of this training seminar is to familiarize the learner with the background, evolution,and structure of the ISO 9001 Quality Management Systems Requirements Standard, and howorganizations can become registered by a certification body (registrar) to the standard. This course is aimed at company owners and managers who intend to implement ISO 9001 in their organization.

Duration: 2 Days.

Scheduled class time is 8:00 to 4:00 PM.

Training Overview:

This course is designed to equip the learner with a working knowledge of the ISO 9001:2015quality management systems requirements standard and to provide learners with the foundationalknowledge and skills to make informed decisions concerning planning and preparing for qualitymanagement system implementation in their organization. Upon completing the course, learnersshould be prepared to make informed decisions, plan, and facilitate quality management systemplanning, implementation, and registrar selection activities in their organization.

Clean Green Mix

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Specific Key topics to be addressed:

•Background, purpose, and benefits of ISO 9001,

•Quality management principles and the elements of a quality management system,

•ISO 9001, the process approach, key concepts, and high level structure

•Terms and Definitions for ISO 9001 quality management

•ISO 9001: Elements of the standard,

•ISO 9001: Path to certification

•Performing a baseline audit to assess compliance gap

Hands-on training activities:

Self-check quizzes and discussion sessionsAudit simulation

Training Objectives:

Upon completion of the training the learner should be equipped to:

o Describe the origin and development of ISO 9001

o Explain the purpose of the ISO 9001 Standard and who needs ito Identify seven core elements of a quality management system

o Explain the purpose of risk-based thinking according to ISO 9001

o Explain the purpose of evaluation and internal audits

o Define process approach, process mapping, and certification body (registrar)

o Explain and diagram the path to ISO 9001 certification

10 ISO 9001 Auditor Training

The purpose of this training course is to prepare learners to plan and conduct ISO 9001 internal audits within their organization.

Duration: 3.5 Days.

Scheduled class time is Days 1-3: 8:00 to 4:00 P.M.; Day 4: 8:00 to 12:00 P.M.

Training Overview:

Production Part Approval Process
Methods and Applications

Clean Green Mix

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Specific Key topics to be addressed:

•The purpose and importance of Internal Auditing,

•Quality audit types,•Internal Audit key terms and definitions,

•Skills needed for successful auditing,

•ISO Standards overview and the audit process,

•Building an audit program,

•Auditor conduct and responsibilities, and

•Preparing for and performing the audit

•Hands-on training activities:

•Self-check and discussion sessions

•Group Activities including tool and checklist development

•Practice/simulation audit of a specific area of a quality management system

Training Objectives:

Upon completion of the training the learner should be equipped to:

o Explain the purpose of a quality audit

o Identify five types of quality audits

o Define specific audit termsoUse ISO Quality Standards to assess quality performance and compliance

o Design and implement tools needed to conduct a quality audit

o Discriminate between good and poor audit techniques, methods, and auditor conduct

o Plan, perform and document a process auditoInitiate corrective actions and identify opportunities for improvement

ISO 9001 Internal Auditor Training

11 Production Part Appoval

The purpose of this training seminar is to familiarize the learner with the guidelines and processes for advanced product quality planning.

Duration: 4 Hours.

The scheduled class time is TBD

Training Overview:

This course is designed to familiarize the learner with the basic knowledge requirements for the production part approval process (PPAP) as specified in the AIAG PPAP Manual, 4th Edition. The seminar provides an overview of submission and specific requirements for part approval records/sample retention, and part-submission status. Forms used in the PPAP process are reviewed.

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Specific Key topics to be addressed:

•Review procedures, reporting requirements, and activities specified by the AIAG PPAP manual for executing the production part approval process

•Discussion of example PPAP forms

•Discuss the PPAP process steps for submission and specific requirements for part approval records/sample retention

Hands-on training activities:

PPAP Flowchart

Training Objectives:

Upon completion of the training the learner should be equipped to:

o Explain the purpose of PPAP and to whom it applies

o Explain the applicability of PPAP

o Identify four circumstances where PPAP submission would be required

o Explain conditions that warrant notification of authorized customer representative

o Explain levels of evidence and identify the default level for all submissions

o Explain categories of approval status and identify record retention requirements

Quality Systems

Advanced Auditing and
Program Evaluation Methods

Advanced Product Quality Planning
Methods and Application

An Overview of the Conditions
and Processes of Learning

AS9100 Familiarization Seminar
Aerospace Requirements

AS9100 Internal Auditor Training

IATF 16949 Implementation Executive Overview

IATF 16949 Internal Auditor Training

ISO 14001 Implementation Executive Overview

ISO 14001 Internal Auditor Training

ISO 9001 Implementation Executive Overview

Production Part Approval Process
Methods and Applications

ISO 9001 Internal Auditor Training

Process Improvement
Organizational Development
Executive Coaching
Quality Systems
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Quality Systems

Advanced Auditing and Program Evaluation Methods

Advanced Product Quality Planning Methods and Application

An Overview of the Conditions and Processes of Learning

AS9100 Familiarization Seminar Aerospace Requirements

AS9100 Internal Auditor Training

IATF 16949 Implementation Executive Overview

IATF 16949 Internal Auditor Training

ISO 14001 Implementation Executive Overview

ISO 14001 Internal Auditor Training

ISO 9001 Implementation Executive Overview

Production Part Approval Process Methods and Applications

ISO 9001 Internal Auditor Training

Advanced Auditing and
Program Evaluation Methods

Advanced Product Quality Planning
Methods and Application

An Overview of the Conditions
and Processes of Learning

AS9100 Familiarization Seminar
Aerospace Requirements

Production Part Approval Process
Methods and Applications