Presentations and Publications

Management System Management

A webinar presented by ASQ Inspection Division and ASQ Quality Management Division

November 13, 2018

Quick tips for improving the effectiveness and/or efficiency of the quality management system itself with a focus on the following areas:

  • Quality Manual – pros and con(tent)s

  • Internal audit and corrective action cycle – is your process from the 1900s?

  • Objectives vs. process measures

  • Why are so many procedures fictional?

Not all suggestions will fit all organizations, but viewers should be able to use some of these ideas to create improvement within the management of their management system.

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Case Consultants audit
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NQA Teaming Conference

Phoenix, AZ

October 8, 2018

9001 Mistakes and Misunderstandings

Oklahoma State University, Stillwater, OK

april 17, 2018

Dr. Glenn was crazy and brave enough to let me interact with her incredible undergraduate Quality Control class! This talk focused on three frequently misunderstood areas of ISO 9001:

  1. Setting organizational objectives

  2. Understanding document control and records retention

  3. The differences between control of nonconforming outputs and corrective action

Speaking to OSU IEM undergrad Quality Control

ISO 9000 transition AQI

Efficient Transition for an Effective System


April 5, 2018

Approximately 50% of organizations certified to ISO 9001 have made the transition to the 2015 version (as of April 2018). Insights on how to transition in 3 - 12 weeks were shared with this international audience.


Efficient Transition to ISO 9001:2015 by Kristin Case, PE

Published by on march 14, 2018

This article was based on this original blog.

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If your internal audit program consists of a highly motivated, competent audit team who performs audits on-time (without neglecting other responsibilities) and provides actionable information that moves your organization toward its goals, then you may not benefit from this webinar.

On the other hand, if any of these sound familiar...

  • High turnover of volunteer internal auditors

  • Struggling to design an audit schedule that addresses all clauses of ISO 9001 but is aligned to ensure process-based audits

  • Auditors who find it difficult to “get away” long enough to audit

  • Internal audits and corrective action responses stretching past (already revised) due dates

  • A general disregard for audits or the perception (or reality?) that they are not value-added

Although applicable to any quality system standard, ISO 9001 was used in examples.

Participant Feedback:

  • "This was a very timely and well-presented talk. Definitely well worth the hour spent."

  • "Great presenter and well delivered."

  • "Kristin is an excellent resource and the presentation provided me with fresh perspective and insights."

To see just a preview, head over to my blog page. For the entire webinar, including Questions & Answers at the end:


Transitioning to ISO 9001:2015 in a Non-Profit Manufacturing Facility

2nd iaq quality forum, bled, slovenia, 2017

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IAQ Kristin Case presents ISO 9001 transition for non-profit Oklahoma City

NewView Oklahoma is a non-profit organization whose mission is to empower Oklahomans who are blind and vision-impaired to achieve their maximum level of independence. Among the many services they provide is employment in an ISO 9001- certified manufacturing facility in Oklahoma City. This case study presented the story of the obstacles they overcame as they successfully transitioned to ISO 9001:2015.

ISO 9001:2015 - Efficient Transition to an Effective System

61st Annual eoq quality congress, bled, slovenia, 2017

The revision in the ISO 9001 standard provides an excellent occasion for organizations to improve their quality management system. By involving senior leaders, process owners, and internal auditors, the organization can concurrently work toward efficiently transitioning toward ISO 9001:2015 compliance.

25th Annual ASQ Audit Division conference 2016 ISO 9001 2015

Precision Gap Audits for Transitioning to ISO 9001:2015

25th Annual ASQ Audit Division Conference, Memphis, TN, USA 2016

Attendee Takeaways:

  • An efficient method for transitioning to ISO 9001:2015

  • A better understanding of the difference between gap audits and process-based audits and the pros and cons of each

  • An understanding of how the internal audit / corrective action cycle can be a useful tool during the transition to the new standard

Kristin was featured in the "Who's Who in Q?" of ASQ's September 2016 Quality Progress.

Note, she has never been the ASQ Regional Director for Arizona; she was Regional Director for Arkansas (and Oklahoma and northern Texas).

For more information about ASQ,

For more information about ASQ in Tulsa,

Click image to read article

Click image to read article



Early Adoption of ISO 9001:2015 - Lessons Learned

Cowtown Quality Roundup, ASQ Greater Ft. Worth, TX, USA 2016

Overall speaker performance rating of 2.97 / 3.0

Anonymous feedback:

  • "Outstanding, technical and accessible at the same time!!"

  • "Awesome job! Presentation was energetic and I learned so much to apply on the job."

  • "Very knowledgeable and well spoken."

  • "Best session of the day!!!"

59th EOQ, ISO 9000 2015 transition
EOQ ISO 9000 2015 Kristin Case consulting

Using Baldrige Scoring Dimensions to Improve Process Audits

59th EOQ Quality Congress, Athens, Greece 2015


Internal quality audits have the potential to provide systematic feedback on how an organization is performing with respect to its strategy, mission and purpose.  However, internal audit programs rarely live up to their potential.  Poorly designed or executed internal audit programs are often viewed as

  • a policing function,

  • not value-added / a detraction from the “real work” of the organization,

  • checklist-driven or compliance-oriented,

  • a precursor for corrective action requests, or

  • a necessary evil to maintain ISO 9001 certification.

Despite attempts to promote “process audits,” in practice, most internal audits focus on compliance with procedures, work instructions, or product specifications.  As quality management systems mature, a better approach to internal audits may be required to address questions such as:  Is the organization performing to its greatest potential?  Where should we focus improvement activities and resources?

Dr. Beth Cudney and Kristin Case

Dr. Beth Cudney and Kristin Case

EOQ and Hellenic management assoc logos, ISO 9001 transition 2015

Using Hoshin Kanri to Meet ISO 9001:2015 Requirements

Co-authored by Dr. Beth Cudney

59th EOQ Quality Congress, Athens, Greece 2015

Awarded IAQ’s Best Paper Award

Abstract Summary:

Hoshin Kanri, or policy deployment, is a systems approach to change management in critical business processes and a methodology to improve the performance of critical business processes to achieve strategic objectives.  Within organizations, the use of Hoshin Kanri improves focus on strategy and objectives, linkage between strategy and daily management, accountability, buy-in, communication, and a process-based focus.  It goes beyond strategic and annual planning and includes deployment and review.

This paper provides an overview on developing a Hoshin strategic plan summary as well as Hoshin action plans, implementation plans, and implementation reviews and how these steps correlate to ISO 9001:2015 requirements.  Specific requirements addressed will include those related to leadership and commitment (clause 5.1), organizational responsibilities (clause 5.3), quality objectives and planning (clause 6), maintaining and retaining related documented information (clause 7.5), and the analysis and evaluation of organizational performance (clause 9).

ASQ LMC Greece logo ISO 9000

Quality Management in Uncertainty and Rapid Change

ASQ LMC Greece, Quality in Crises, 2015

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The 4-Page Quality Manual

23rd Annual ISO 9000 World Conference, Houston, TX, USA, 2015

Auditing top Management (Without Losing Your Job)

20th Annual ISO 9000 World Conference, Orlando, FL, USA, 2012

Implementing ISO 9001 – Easy As 1, √2, π

20th Annual ISO 9000 World Conference, Orlando, FL, USA, 2012

Kristin Case award for ISO 9000 conference

Internal Audits Using Baldrige Factors:  Approach, Deployment, Learning, and Integration

19th Annual ISO 9000 World Conference, San Antonio, TX, USA 2011

Given “Best Presentation Award” in 2012 for this presentation

25 Tips on Improving Your Internal Audit Program

Quality Cowtown Roundup, ASQ Greater Ft. Worth, Tx, USA 2009

  • Does your top management consider the internal audit program to be a vital and valuable part of the business?

  • Are your internal audits and follow-ups completed on time each month?

  • Are your volunteer auditors qualified, competent, and motivated?

  • Are your corrective actions implemented and effective on the first attempt?

  • Do your internal auditors have the training and time to prepare and perform their assigned audits?

If you answered “yes” to these questions, then this session is not for you!  If your internal audit program competes for resources and becomes important only as the registrar is on his way, then listen to these 25 tips for improving the program.  These tips are practical and have proven effective in various industries; some are designed for large companies, others for small.  Most attendees will take away 2 or 3 applicable ideas (out of 25 presented) on how to improve their audit program and overall quality management system.

Foundations of a Leadership System

University of Monterrey Quality day, universidad de monterrey, mexico 2006