ISO 9001 · IATF 16949 · ISO 13485 · AS9100 · 21 CFR 820
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L&D Foundry Free pre-audit checklist
Training-control tools for ops-critical environments

Trained ≠ qualified. Auditors care about the second one.

Standardize the task. Verify the performance. Record the evidence.

Practical training-control tools for the people who own the training function but didn't write it.

Browse the catalog → See a worked example
L&D FOUNDRY · OPERATING PRINCIPLE
REV 01 · 2026
01
Standardize the task.

Major steps. Key points. The why. Written so a new operator can run the job without the trainer in the room.

JBS
02
Verify the performance.

Observed by a named verifier. Method recorded. Date specific. Completion is not verification — attendance is not qualification.

VM
03
Record the evidence.

Retrievable in under thirty minutes, by name, by task, by date. Clause-mapped. Retention-aware. Defensible on its own.

ET
Trained ≠ qualified. Auditors care about the second one. ISO 9001 · IATF 16949 · ISO 13485 · AS9100 · 21 CFR 820

Built for training-control teams in regulated manufacturing — automotive, pharma, medical device, aerospace, food/bev.

ISO 9001 · IATF 16949 · ISO 13485 · AS9100 · 21 CFR 820

Free · PAC-01

The pre-audit checklist that catches the training-control gaps auditors ask about first.

4 sections. 21 items. Clause-mapped to ISO 9001 and IATF 16949 with a scoring guide and risk levels. Used by QA leads to find the gaps an inspector will find before the inspector does.

Send it to me PAC-01 · v1-13

Pre-Audit Compliance Checklist

Excel + Word + PDF. No upsell sequence. Reply if you want me to walk through a section with you.
One file, one email. Reply "stop" if you change your mind.
Worked example · VM-002 · One row

What good looks like.

Two rows from a real-shape Verification Matrix. Same operator. Same task. One survives an audit. One doesn't. The difference is six fields.

VM-002 · Operator: Mara Lin · Task: Aseptic fill, Line 03

FDA 21 CFR 820.25 · annotated for clarity
2 rows · annotated
Operator Task / Linked JBS Verifier Method Date Standard Evidence Ref Status
Lin, M. Aseptic fill "Trainer" Trained Q1 — — Needs Owner
Lin, M. Aseptic fill JBS-019 v3 S. Ramos, Shift Supervisor Observed performance, full cycle 2026-03-22 FDA 21 CFR 820.25(b)(2) QF-022-2026-03-22-ML Verified
● Weak — fails the audit

Operator named. Task named. Nothing else is retrievable. "Trainer" is not a person. "Q1" is not a date. "Trained" is not verification — it's attendance. There's no signed evidence anywhere.

"Training completion is not verification. An operator who watched a video or signed a training record is not verified." — VM-002
● Strong — defensible on its own

Verifier is a named person with authority. Method describes what was actually observed. Date is specific. Standard is clause-cited. Evidence reference points to a retrievable, time-stamped, person-attributable record. Status follows from the row, not from a feeling.

"Verified by S. Ramos, Shift Supervisor — authorized to verify per the Verifier List dated 2026-01-15. Signature on Evidence Ref# QF-022-2026-03-22-ML." — VM-002
Audit-room requests · what your evidence has to answer

What an auditor actually asks.

These are the requests your training-control system has to survive. Each one points back to one of the four products.
Q-01

“Show me who is qualified to run this task today.”

A current operator-task matrix with named verifier, method, date, expiry. Lives in VM-002.

Q-02

“Show me the training record for this person.”

One record per task: signed, dated, standard-cited, evidence-linked, retrievable in under 30 minutes. Lives in ET-004.

Q-03

“Show me what standard they were trained against.”

A clause-mapped JBS that defines the task and ties to the verification evidence. Lives in JBS-003 → VM-002 → ET-004.

Q-04

“Show me what changed after this process revision.”

A readiness control view that surfaces stale matrices, expired sign-offs, and unclosed gaps. Lives in ARC-001.

Choose your path

Which one do you need first?

Pick the row that sounds like your week. Start there.
"Our OJT is tribal and inconsistent." Start with the Shop-Floor Pack
"We have records, but they won't survive an audit cleanly." Start with the Audit Readiness Stack
"We need to rebuild training-control end to end." Start with the Full System
"I just need to find obvious gaps before an audit." Start with the free PAC-01 Checklist
The Catalog · 4 products · 3 bundles

Pick the gap you're closing this quarter.

Each product is a Word + Excel + PDF stack. Worked examples included. Defensible on its own — no Loom video required.
JBS-003 $47
Catalog hero · two worked examples

Job Breakdown Sheet

TWI-lineage standardization sheet for any task on the floor. The format I use to turn "sit with Bob" onboarding into something a new operator can follow without Bob in the room. Two worked examples — the PB&J primer for teaching the format, and a CNC tool-change for the floor.

  • Major steps
  • Key points — how + why
  • Safety callouts
  • Verification criteria
For OJT supervisors with no formal TWI background. Also: L&D-of-one leaders building 6-week onboarding from scratch.

Includes TWI Field Use Addendum + Cascading Job Breakdown Page

Buy on Gumroad → $47

Also in: Shop-Floor Pack · Full System

VM-002 $67
11 columns · ISO/IATF/FDA mapping

Operator Verification Matrix

Skill matrix mapped to each task and shift. Tracks who's qualified, who's recerting, and who shouldn't be on the line today. Eleven columns — including verifier name, method, and re-qualification trigger. Coffee-shop and CNC worked examples.

For QA managers running ISO / IATF / FDA audits.

Includes Skill Level Definitions

Buy on Gumroad → $67

Also in: Shop-Floor Pack · Audit Readiness Stack · Full System

ET-004 $47
JBS-linked · expiry tracked · Part 11 scope note included

Evidence Tracker

Training records that survive an audit. JBS-linked sign-off, expiry tracking, and 21 CFR Part 11 considerations included. Built so the answer to "show me this person is qualified" lives in one file, not five spreadsheets and somebody's memory.

For HR coordinators handling training records. Also: QA managers producing evidence under sampling.

Includes OJT Evidence Rules

Buy on Gumroad → $47

Also in: Shop-Floor Pack · Audit Readiness Stack · Full System

ARC-001 $97
6 control areas · 5 standards · CAPA-linked

Audit Readiness Control System

Six control areas. Five standards. Yes / Partial / No readiness scale with a Gap Severity model, a Retrieval Drill, and a CAPA Closure Package. The system I run before an inspector arrives to find what they'd find, in the order they'd find it.

For new L&D leaders inheriting a program in week one. Also: L&D-of-one leaders responsible for the operating system behind training.

Includes Training Control Health Check + Evidence Sampling Pack + Training Evidence Chain Map (bonus)

Buy on Gumroad → $97

Also in: Audit Readiness Stack · Full System

These four tools are designed to work together. See the bundles →

Bundles · save when you buy together

Three bundles. Three different jobs.

Pick the system that matches the chain you're trying to control. If you need the full chain, the bundle is the cleaner buy.
SHOP-FLOOR PACK $127

Bring shop-floor OJT under control.

For OJT supervisors, training coordinators, and L&D-of-one leaders replacing tribal training with visible control.

  1. 01Define the taskJBS-003
  2. 02Verify the operatorVM-002
  3. 03Record the evidenceET-004

3 full products · 4 support assets included.

Get the Shop-Floor Pack → Save $34 vs. à la carte
AUDIT READINESS STACK $167

Defensible records before the auditor opens the binder.

For quality/audit managers, HR coordinators handling records, and new L&D leaders inheriting audit-sensitive training files.

  1. 01Show qualificationVM-002
  2. 02Produce the proofET-004
  3. 03Test the chainARC-001

3 full products · 5 support assets · mapped to ISO 9001, IATF 16949, ISO 13485, AS9100, 21 CFR 820.

Get the Audit Readiness Stack → Save $44 vs. à la carte
FLAGSHIP
FULL SYSTEM $197

Build training control from the ground up.

For teams rebuilding training-control end-to-end. Floor to audit room, in one practical operating system.

  1. 01DefineJBS-003
  2. 02VerifyVM-002
  3. 03RecordET-004
  4. 04DefendARC-001

4 full products · 7 support assets · the complete L&D Foundry stack.

Get the Full System → Save $61 vs. à la carte · best value
Product Individual—à la carte Audit Stack$167save $44 Shop-Floor Pack$127save $34 Full System$197save $61
Job Breakdown SheetJBS-003 · $47 ✓ — ✓ ✓
Operator Verification MatrixVM-002 · $67 ✓ ✓ ✓ ✓
Evidence TrackerET-004 · $47 ✓ ✓ ✓ ✓
Audit Readiness Control SystemARC-001 · $97 ✓ ✓ — ✓
Mix and match → Get the Audit Stack Get the Shop-Floor Pack Get the Full System
About

I built this because the spreadsheets I inherited didn't pass the audit.

I'm Shade. I run training-control programs in manufacturing. Automotive Tier 1/2, pharma, medical device, aerospace, food/bev. The buyer of these tools is the version of me that inherited a folder of "training matrices" two weeks before an IATF surveillance audit and spent the next 14 days finding out what was real.

Most onboarding programs aren't training programs. They're "sit with Bob" programs. Bob is a great operator. Bob is not a curriculum. The fix isn't more PowerPoint — it's a column that says "observed by" and a date.

L&D Foundry is the toolkit I use. I sell the same files I work from. No consultant. No software. No bloat. If a tool doesn't earn its place in my own audit binder, it doesn't ship in the catalog.

● Built from tools used across 3 surveillance-audit cycles where training records held up under review. The business is new. The tools aren't — they're the same files I've worked from on the floor. As the catalog finds buyers I'll publish their results here, with permission.

— Shade A., L&D Foundry

15
Years in ops-critical environments
5
Standards covered across the catalog
1
Practitioner. No team. No agency.
Field notes

What holds up under inspection — written from the floor.

I publish short notes on training systems, audit prep, and where programs break. Free. No course funnel. Reply if you want me to look at one of yours.

Read on Substack →
FAQ · the questions buyers actually email me

Before you buy.

Q-01

Is this software, or files I download?

Files. Word, Excel, and PDF. They live in your audit binder, your shared drive, and your inspector's hands. There is nothing to log into. There is nothing to renew. That's the point.

Q-02

Will the templates pass an ISO 9001 / IATF 16949 / 21 CFR 820 audit?

These templates are built around record structures I've used in audit-facing environments. I can't pass your audit for you — your data, your verifiers, your evidence. What you get is the column structure, the clause mapping, and a worked example showing what a defensible row looks like.

Q-03

I already have training records. Why would I rebuild them?

Most likely you don't have training records — you have completion records. If a regulator asks "show me this person is qualified to do this task" and the answer lives in five different spreadsheets, two file shares, and somebody's memory, that's an evidence problem, not a training problem. Different fix.

Q-04

Do you offer refunds?

No. The sales page tells you exactly what's in the file. The worked examples are visible on this site before you pay. I'd rather you not buy than buy and regret it.

Q-05

Can I customize the templates?

Yes. They're Word and Excel files. Add columns, remove columns, rename your standards. The format is what matters: standardize the task, verify the performance, record the evidence. The clause map is yours to adjust.

Q-06

Who is this not for?

Generic corporate L&D. Edtech. Small businesses without a regulated audit obligation. If your training program never gets opened by an external inspector, the catalog is overkill. Use a checklist.

Q-07

Can you build a custom one for my plant?

Sometimes. Email me with the standard, the plant size, and the timeline. If it's a two-day adjustment to an existing template, I'll quote it. If it's a six-month project, I'll point you to a consultant.

SA
I'm Shade. One practitioner, not a team. Questions? Email me.
Email →