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ISO 14001:2026 Clause 9

Written by SQMC Technical Faculty | May 28, 2026 9:07:33 AM

ISO 14001:2026 for Auditors > Clause 9

Explained: Performance Evaluation

Clause 9 of ISO 14001 is about checking whether the Environmental Management System is working. In plain English, this means the organisation must monitor, measure, analyse, evaluate, audit and review the EMS so it can understand performance, compliance and improvement needs.

What is ISO 14001 Clause 9 trying to achieve?

Clause 9 asks a simple but vital question: how does the organisation know the EMS is working?

The organisation may have a policy, objectives, procedures, operational controls and emergency arrangements — but Clause 9 is where it checks whether those arrangements are effective.

Clause 9 covers three main areas:

  • Clause 9.1 — monitoring, measurement, analysis and evaluation;
  • Clause 9.2 — internal audit;
  • Clause 9.3 — management review.

Together, these activities help the organisation understand environmental performance, evaluate compliance, identify weaknesses, make informed decisions and drive improvement.

Why performance evaluation matters in an EMS

An EMS should not run on hope, habit or paperwork.

The organisation needs evidence to understand whether:

  • environmental objectives are being achieved;
  • operational controls are working;
  • compliance obligations are being fulfilled;
  • significant environmental aspects are being controlled;
  • risks and opportunities are being addressed;
  • internal audits are identifying useful findings;
  • management has the information needed to make decisions;
  • the EMS remains suitable, adequate and effective.

Clause 9 helps prevent the EMS from becoming a “set and forget” system. It keeps the organisation checking, learning and improving.

How Clause 9 fits into the EMS

Clause 9 sits mainly in the “Check” part of Plan–Do–Check–Act.

It receives evidence from earlier clauses, including:

  • Clause 6.1.2 — environmental aspects;
  • Clause 6.1.3 — compliance obligations;
  • Clause 6.2 — environmental objectives;
  • Clause 8.1 — operational planning and control;
  • Clause 8.2 — emergency preparedness and response.

It then feeds outputs into:

  • Clause 10.2 — nonconformity and corrective action;
  • Clause 10.3 — continual improvement;
  • future EMS planning, resources, objectives and operational controls.

Auditors should see Clause 9 as the EMS evidence-and-decision loop. It checks whether the system is doing what it was designed to do.

Clause 9.1 — Monitoring, measurement, analysis and evaluation

Clause 9.1 asks the organisation to determine what needs to be monitored and measured, how this will be done, when it will happen, and when results will be analysed and evaluated.

This may include monitoring and measurement of:

  • environmental objectives;
  • significant environmental aspects;
  • operational controls;
  • energy, water, waste or emissions;
  • compliance obligations;
  • incidents and complaints;
  • contractor performance;
  • emergency preparedness;
  • corrective actions and improvement activity.

Monitoring and measurement should produce useful information. Data should not simply be collected because “the spreadsheet exists”.

Read the detailed SQMC guide to monitoring, measurement, analysis and evaluation.

Clause 9.1.1 — General performance evaluation requirements

Clause 9.1.1 sets the general requirements for monitoring, measurement, analysis and evaluation.

It asks the organisation to determine:

  • what needs to be monitored and measured;
  • the methods needed to ensure valid results;
  • the criteria used to evaluate environmental performance;
  • when monitoring and measurement will happen;
  • when results will be analysed and evaluated.

For learners and auditors, this sub-clause is best understood as the foundation of EMS performance data. It helps ensure the organisation is collecting useful information and using it properly.

Clause 9.1.2 — Evaluation of compliance

Clause 9.1.2 asks the organisation to evaluate fulfilment of its compliance obligations.

In simple terms, the organisation must check whether it is meeting the environmental legal, customer, contractual and other requirements it has identified.

This may include checking:

  • permit or licence conditions;
  • waste documentation;
  • monitoring results;
  • legal register actions;
  • customer environmental reporting requirements;
  • contractor or supplier obligations;
  • inspection and maintenance requirements;
  • regulator correspondence or reporting duties.

Evaluation of compliance is more than saying “we haven’t had any fines”. The organisation should actively check compliance at planned intervals and take action where needed.

Read the detailed SQMC guide to evaluation of compliance.

Clause 9.2 — Internal audit

Clause 9.2 asks the organisation to carry out internal audits at planned intervals.

Internal audits should provide information on whether the EMS:

  • conforms to the organisation’s own EMS requirements;
  • conforms to ISO 14001 requirements;
  • is effectively implemented and maintained.

Internal auditing is not a box-ticking exercise. It is one of the organisation’s strongest tools for checking the EMS and identifying improvement opportunities.

Read the detailed SQMC guide to internal audit.

Clause 9.2.1 — Internal audit general requirements

Clause 9.2.1 sets the basic purpose of internal audit.

It focuses on whether the EMS conforms to requirements and whether it is effectively implemented and maintained.

Auditors should remember that internal audit is not just about finding nonconformities. It should provide useful information about EMS performance, effectiveness and improvement needs.

Clause 9.2.2 — Internal audit programme

Clause 9.2.2 asks the organisation to establish, implement and maintain an internal audit programme.

The audit programme should consider matters such as:

  • the environmental importance of the processes concerned;
  • changes affecting the organisation;
  • previous audit results;
  • audit criteria and scope;
  • audit frequency;
  • audit methods;
  • auditor objectivity and impartiality;
  • reporting of audit results;
  • retention of audit evidence.

This is a strong practical area for auditors and QHSE managers. A good audit programme should be risk-based, planned and useful — not simply a repeating calendar of clause numbers.

View the SQMC ISO 14001 audit programme template.

Clause 9.3 — Management review

Clause 9.3 asks top management to review the EMS at planned intervals.

Management review should consider whether the EMS remains:

  • suitable;
  • adequate;
  • effective.

It should consider inputs such as audit results, environmental performance, compliance status, objectives, risks and opportunities, resource needs, changes, communications and improvement opportunities.

Management review should lead to useful decisions and actions. It should not be a ceremonial meeting where people read numbers aloud and flee.

Read the detailed SQMC guide to management review.

Performance evaluation should be connected

Clause 9 works best when monitoring, compliance evaluation, internal audit and management review support each other.

For example:

  • monitoring data may show increasing waste levels;
  • internal audit may identify weak waste segregation controls;
  • evaluation of compliance may find documentation gaps;
  • management review may decide to allocate resources and set a new objective;
  • corrective action may update training, signage and contractor controls.

The EMS should use performance evaluation to learn and improve. The parts of Clause 9 should not operate as isolated admin tasks.

What auditors typically look for in Clause 9

Auditors look for evidence that the organisation checks EMS performance and uses the results to make decisions.

Evidence may include:

  • monitoring and measurement plans;
  • environmental performance data;
  • analysis and evaluation records;
  • environmental objective progress reports;
  • evaluation of compliance records;
  • internal audit programme;
  • internal audit plans and reports;
  • audit findings and corrective actions;
  • management review minutes;
  • decisions and actions from management review;
  • evidence of improvement following evaluation.

Auditor tip

Clause 9 is about evidence and decisions. Do not only check that monitoring, audits and reviews happened. Check whether the organisation learned anything useful and acted on it.

Common weaknesses in Clause 9

  • monitoring data is collected but not analysed;
  • environmental objectives are not properly tracked;
  • compliance evaluation is informal or incomplete;
  • internal audits repeat the same checklist every year;
  • audit programmes do not consider environmental importance or previous results;
  • auditors are not objective or competent;
  • management review is superficial;
  • management review minutes record discussion but not decisions;
  • performance evaluation outputs do not lead to corrective action or improvement;
  • top management does not receive enough useful EMS information.

Weak example

“The organisation monitors environmental performance, carries out audits and holds a management review once a year.”

This is weak because it does not show what is monitored, whether results are analysed, whether compliance is evaluated, whether audits are meaningful, or whether management review leads to decisions and improvement.

Better example

“The organisation monitors significant environmental aspects, evaluates compliance obligations, tracks objectives, carries out risk-based internal audits, and reviews EMS performance through management review. Outputs from performance evaluation are used to update controls, allocate resources, raise corrective actions and identify improvement opportunities.”

This is stronger because it shows Clause 9 working as an evidence-based improvement loop.

Real-world example: warehouse and distribution company

A warehouse and distribution company monitors fuel use, waste segregation, packaging waste, spill-kit inspections and contractor performance.

Its Clause 9 activities may include:

  • monthly review of fuel use and route efficiency;
  • waste data analysis by waste stream;
  • periodic compliance evaluation for waste documentation;
  • internal audits of loading bays, waste areas and contractor control;
  • management review of environmental objectives, audit findings and resource needs;
  • corrective actions when waste contamination or missed inspections occur.

An auditor could test whether performance data, audit findings and management decisions connect to real improvement.

Real-world example: office-based organisation

An office-based organisation may evaluate performance using simpler indicators.

Examples include:

  • electricity use;
  • business travel emissions;
  • paper consumption;
  • IT equipment disposal records;
  • supplier environmental checks;
  • progress against objectives;
  • internal audit results;
  • management review decisions.

Clause 9 should still produce useful insight, even where environmental risks are lower.

Auditor questions for ISO 14001 Clause 9

  • What does the organisation monitor and measure?
  • How does the organisation decide what needs monitoring?
  • How are monitoring results analysed and evaluated?
  • How does the organisation evaluate environmental performance?
  • How does it evaluate fulfilment of compliance obligations?
  • How often are internal audits carried out?
  • How is the internal audit programme planned?
  • How are audit criteria, scope and methods defined?
  • How are internal audit results reported and acted upon?
  • How does top management review EMS performance?
  • What decisions and actions result from management review?
  • How does performance evaluation lead to improvement?

Related ISO 14001 clauses

  • Clause 4.1 — Understanding the organisation and its context
  • Clause 5.1 — Leadership and commitment
  • Clause 6.1.2 — Environmental aspects
  • Clause 6.1.3 — Compliance obligations
  • Clause 6.2 — Environmental objectives
  • Clause 7.2 — Competence
  • Clause 7.5 — Documented information
  • Clause 8.1 — Operational planning and control
  • Clause 8.2 — Emergency preparedness and response
  • Clause 10.2 — Nonconformity and corrective action
  • Clause 10.3 — Continual improvement

Continue learning

This page is part of SQMC’s ISO 14001:2026 guidance library for auditors, managers and QHSE professionals.

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