This video explains step two of the ISO 19650 Certification Ready journey: getting audit ready by customising processes, training your team, and tracking progress in a structured way. The written guide below covers how to turn gap analysis findings into real process improvements, how templates help teams work faster and more consistently, why team training across all levels is essential for compliance, and how task statuses, assignments, and visual tracking views keep everything organised on the path to certification.

How the get audit ready phase turns findings into real compliance progress

Completing the gap analysis is a significant milestone. Your team has identified where current processes align with ISO 19650 and where gaps exist, and you have a structured gap analysis report that summarises the findings and action items. But identifying gaps is only the beginning. The get audit ready phase is where compliance moves from analysis to action, and it is built around three core activities: customising your processes to close the identified gaps, training your team so everyone understands the standard and their role within it, and tracking progress to ensure that changes are implemented consistently and visibly.

Customising processes means updating workflows, revising documentation, and implementing the protocols needed to address each gap in the report. This does not mean building everything from scratch. The template library provides ready-to-use templates for the key ISO 19650 documents and workflows, including BIM Execution Plans, Master Information Delivery Plans, responsibility matrices, and information protocols. Whether you are building a BEP, creating an MIDP, or updating your information management workflows, these templates are designed to save time, ensure consistency, and align with the standard from the start. Import them into the Docs module, customise them for your project or organisational context, and connect them to the checklist items they resolve.

Training is the second pillar, and it is just as important as process customisation. A process that exists on paper but is not understood by the people who need to follow it is not compliance. It is a document. For ISO 19650 to work in practice, every team member needs to understand the standard, their role within the workflow, and how the tools they use connect to the requirements they are responsible for. Plannerly offers a series of comprehensive training programmes that cover everything from basic platform use through to expert-level ISO 19650 implementation. The basic course covers the Docs, Scope, and Verify modules and how to use them effectively. The advanced course covers structured contracts, information requirements, tracking, verification, and handover. The expert course provides a deep dive into every stage of the ISO 19650 workflow from assessment and need through to closeout and lessons learned. There is also a ready-to-use training plan template available in the Docs section to help you plan and execute your team’s training schedule. By aligning training with the gaps you have identified, you ensure that knowledge is directed where it is needed most rather than delivered as a generic exercise.

The third pillar is tracking progress. As your team begins customising processes and completing training, you need visibility into what has been done, what is in progress, and what still needs attention. In the Scope module, you can filter the compliance checklist by status to see only identified gaps or completed items. You can assign tasks to team members and verify their work as gaps are addressed. The Kanban board, grid, and timeline views provide clear visual overviews of progress, making it easy to see at a glance where things stand across the entire checklist. For teams on the supported 60-day programme, bi-weekly calls with the Plannerly team provide additional guidance, help remove blockers, and ensure that progress is steady and focused on the right priorities.

How to get audit ready step by step

1. Review your gap analysis findings – Start with the gap analysis report and the action plan. Identify which gaps to address first based on their impact on compliance and project efficiency.
2. Customise documentation using templates – Import templates for your BEP, MIDP, responsibility matrix, and other key documents into the Docs module. Customise them for your organisational context and connect them to the checklist items they address.
3. Update workflows and protocols – Revise your information management processes to align with ISO 19650. This includes updating how information is created, shared, reviewed, and approved, and ensuring these workflows are documented and accessible to the whole team.
4. Train your team at the appropriate level – Enrol team members in the training programmes that match their role and experience level. Use the training plan template in the Docs section to schedule and track who needs to complete which courses and by when.
5. Assign gap resolution tasks – In the Scope module, assign each identified gap to the team member responsible for resolving it. Use the Kanban view for quick assignment and clear visibility of ownership.
6. Track progress visually – Use the grid, timeline, and Kanban views to monitor which gaps have been addressed, which are in progress, and which still need attention. Filter by status to focus on outstanding items.
7. Verify completed work – As team members address their assigned gaps, verify the work by reviewing the updated processes, documentation, and evidence. Update the checklist status from “identified gap” to “complete” as each item is resolved.
8. Iterate with regular check-ins – Hold regular team reviews to assess progress, address blockers, and reprioritise as needed. For teams on the supported programme, bi-weekly calls with the Plannerly team provide expert guidance and ensure steady movement toward audit readiness.

What you’ll learn

• Customising processes for compliance – How updating workflows, revising documentation, and implementing protocols based on gap analysis findings transforms theoretical compliance into practical, auditable processes that your team can follow consistently.
• Template-driven efficiency – How using ready-to-use templates for BEPs, MIDPs, responsibility matrices, and other key documents saves time, ensures consistency, and provides a strong starting point that aligns with the standard from the outset.
• Team training at every level – Why equipping every team member with the right knowledge through structured training programmes, from basic to expert level, is essential for ensuring that ISO 19650 processes are understood and followed in practice.
• Visual progress tracking – How using Kanban boards, grid views, and timeline views to track the status of every gap gives the whole team visibility into what has been done, what is in progress, and what still needs attention.
• Task assignment and verification – How assigning each gap to a named team member and verifying their work as it is completed creates accountability and ensures that every change is reviewed and documented before the audit.
• Supported compliance journey – How bi-weekly calls, tailored guidance, and expert support help teams stay focused, remove blockers, and maintain steady progress toward certification readiness.

Common questions

Explore further

• ISO 19650 certification: step-by-step audit preparation – The next phase of the certification journey, covering what to expect and how to prepare for the audit itself.
• ISO 19650 training – The full range of free BIM and ISO 19650 training courses available on Plannerly.
• How to get ISO 19650 compliant – A practical guide to achieving compliance with actionable steps and tools.
• ISO 19650 concepts and workflows – The full help centre collection covering how each component of ISO 19650 works together in practice.