ISO 50001 Gap Analysis Checklist Template - FREE Editable PDF

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ISO 50001 gap analysis checklist template

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Use this template with Lumiform

The Lumiform application helps frontline teams uphold internal standards effortlessly.

Customize this template or build your own
Fill out templates via mobile app
Assign and track corrective actions
Get reports and analyse your data

Prices start from ░░░ per month

Book a demo

Learn more

Transform your ISO 50001 certification preparation with our gap analysis checklist template. Unlike generic energy management tools, this template walks you through a detailed assessment of each standard requirement, helping you identify specific compliance gaps and implementation barriers. When your energy team struggles to determine certification readiness, this checklist provides the structure needed to confidently evaluate your system’s maturity.

The template aligns with a proper implementation guide which emphasizes that gap analysis is essential for organizations to “establish systems and processes necessary to improve energy performance” in a systematic approach.

Related categories

Preview of the template

Energy Policy

Does the organization have an energy policy?

Does the energy policy support the achievement of strategic objectives and targets?

Is the energy policy appropriate to the nature and scale of the organization's energy use and consumption?

Is the energy policy communicated to all persons working for or on behalf of the organization?

Is the energy policy available to relevant interested parties?

Is the energy policy periodically reviewed and, where necessary, revised?

Energy Planning

Has the organization established an energy review?

Has the organization established and maintained an energy baseline?

Has the organization established and maintained energy performance indicators?

Has the organization established and maintained energy objectives, energy targets, and action plans?

Implementation and Operation

Has the organization ensured the availability of resources essential to establish, implement, maintain, and improve the energy management system?

Has the organization established roles, responsibilities, and authorities for energy management?

Has the organization determined the competence requirements for personnel performing tasks that can impact energy performance?

Has the organization ensured that its personnel are competent on the basis of appropriate education, training, skills, and experience?

Has the organization established a process to communicate internally and externally relevant information on the energy management system and its energy performance?

Has the organization established and maintained procedures to control the design and procurement of energy-using equipment, energy systems, and processes?

Checking and Corrective Action

Has the organization established procedures to monitor, measure, and analyze its key characteristics that can have a significant impact on energy performance?

Has the organization calibrated and maintained its monitoring and measurement equipment?

Has the organization established procedures for evaluating compliance with legal requirements and other requirements to which the organization subscribes that relate to its energy use, consumption, and efficiency?

Has the organization established procedures to deal with actual and potential nonconformities?

Has the organization established and maintained procedures for the identification, maintenance, and preservation of documented information?

Management Review

Does top management review the organization's energy management system at planned intervals to ensure its continuing suitability, adequacy, and effectiveness?

Do the inputs to the management review include information on the results of audits, compliance with legal requirements and other requirements, the status of corrective actions, and recommendations for improvement?

Does the output from the management review include decisions and actions related to improvement of the energy management system and its processes, resource needs, and changes to the energy management system, including the energy policy and energy objectives?

Frequently asked questions

How can this checklist help prepare my organization for ISO 50001 certification?

This checklist serves as your pre-certification roadmap by identifying specific gaps between your current practices and ISO 50001 requirements. It helps you prioritize corrective actions, document compliance evidence, and prepare your team for certification questions significantly increasing your chances of successful certification on the first attempt.

Can this checklist be customized for different organization sizes and types?

Yes, you can customize the checklist by adjusting the scope and depth of questions based on your organization’s size and complexity. Smaller organizations might simplify certain sections while maintaining core requirements, whereas larger organizations might add site-specific questions addressing their unique energy uses and operational contexts.

How do I prioritize actions after completing the ISO 50001 gap analysis?

Prioritize actions based on certification criticality—address major non-conformities (like missing energy baseline or policy) first, followed by areas affecting energy performance improvement. Create an action plan with responsibilities and timelines while focusing on items that would prevent certification if left unaddressed.

How does the ISO 50001 gap analysis checklist help with energy performance improvement?

Beyond certification preparation, the checklist highlights opportunities for energy performance improvement by identifying weaknesses in your monitoring systems, operational controls, and also performance evaluation methods. These insights help strengthen the connection between your management system and actual energy efficiency gains.

This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.