As you're building out the action plan, try to assign a rough timeline to each step. You don't want to overwhelm the client at the beginning of the relationship with a bunch of to-dos, even if it's tempting to get the work off your list and get the account off to a runnin...
aThe version you sent me, included in the TS template collection “April 2014-1” is indeed correct. The IATF no longer allows reference to the TSRules, nor do they allow us to put a date of original certification on the certificate. Rather, now we have to include a “revision date” ...