Articles
AuditingEvidenceChecklists

Auditing opportunity: what evidence to look for

A field guide for lead auditors preparing for the next ISO 9001 cycle.

OBT Editorial January 2026 5 min read

If 2026 brings an opportunity clause — and the working group draft suggests it will — lead auditors need a concrete evidence model. Vague terms like 'consideration of opportunities' won't survive a thorough audit. Here's what to look for, and what to flag.

The four evidence categories

01
Artifact — the register itself exists and is current
02
Process — how entries enter, get scored and exit
03
Decision — pursuit calls tied to authority and date
04
Outcome — realized value compared to expectation

Twelve specific evidence items

  1. 01A document or system instance titled as an opportunity register.
  2. 02Entries dated within the last review cycle.
  3. 03Named owners — not 'the QA team' or 'leadership'.
  4. 04A scoring rubric documented and approved.
  5. 05Evidence the rubric is applied consistently across entries.
  6. 06A pursuit/close decision recorded for any entry older than one cycle.
  7. 07Linkage from at least one entry to a management review agenda.
  8. 08Linkage from at least one entry to a corrective or improvement action.
  9. 09Realized outcome captured for at least one closed pursuit.
  10. 10A defined trigger for adding new opportunities (not only annual planning).
  11. 11Cross-functional input — entries from outside the QA function.
  12. 12Evidence that closed-without-pursuit decisions were communicated.

How to phrase the audit question

Avoid 'do you consider opportunities?' — every auditee will say yes. Ask instead:

  • Show me the three highest-ranked opportunities you decided not to pursue last cycle, and why.
  • Walk me from one register entry to a management review minute.
  • Which entry produced the largest realized value, and how do you know?
The right question doesn't ask whether opportunities are considered. It asks where the trail of consideration leads.