Free Management Review Template and ISO Management Review Webinar Recap

Who Should be Involved with Management Review

• Top Management: The CEO, owner, directors, must participate because they have the authority to make important decisions and allocate time and resources.
• Process Owners: Managers responsible for specific functions should attend to report on the performance of their area. 
• ISO / Quality Manager: The representative responsible for managing the ISO program prepares the agenda, and records the meeting minutes
• Others: 
  • Employees Overseeing/Critical to KPIs
  • Employees Responsible for Communicating with Key Stakeholders
  • Continuous Improvement Project Leads

Scheduling Management Review

• Management Reviews need to be based on Risk
  • Frequency must be justified

Risk is determined by:

• KPI Performance
• Customer Communication
• Internal audit schedule
• Changes to the QMS
• Urgency of Previous Review Results
• Critical Project Timelines
  • Repairs
  • Improvements

Review Audit Results During Management Review

• Management Review of Audits are Required
  • One management review for each audit
  • Include KPI findings from audit (conforming and non-conforming results)
  • Include Non-Conformance findings from audit
  • Customer Feedback Findings from Audit 
  • Improvement Project Status Updates
  • Culture of Quality Program Requirements

Management Review Inputs

Inputs Review:

• Previous Management Review Results
• Organizational Changes
• Assessment of Resources (budget, people, infrastructure)
• Changes to the QMS
• Quality Culture Plan
• Internal audit schedule
• KPI determinations (do we have the correct KPIs)

Topics for Management Review

Other Items to Review:

• KPI Performance (Trending Results)
• Customer Communication and Feedback
• Internal audit Results (this may focus on non-conformance findings)
• Other Sources of Deviation/Non-Conformance Reports
• Updates on Repair
• Updates on Improvement Projects

Free Management Review Template

Create a Management Review Form/Agenda

• We have a free ISO management review form template that you can download and use.
• Each management review meeting you can update the center column with your updates on each input topic. 
• This template will need to be modified with additional topics if you have an integrated ISO program, such as, ISO 14001 or ISO 45001

QMS Action Items from Management Review

After each management review meeting is complete, use the bottom of your form to record action items and “continual improvement opportunities”.  You should also add continual improvement opportunities on a separate log. 

Internal Audit of Management Review

Areas of Concern

• Management Reviews typically follow Internal Audits (For Annual Frequency)
  • This makes internally auditing complex
• Interviewing Management for Internal Audit may not be appropriate or feasible:
  • Sensitive/Confidential Topics
  • Interpersonal Issues (i.e., fear of the boss)
  • Management Availability

Performing the Internal Audit

• Empower the Internal Auditor(s)
  • Let the Internal Auditors have control
• Review the Policy/Procedures prior to the interviews
• Included in Interview/Review:
  • Management Review Scheduled Date(s)
  • Participants List(s)
  • Previous Management Review Minutes 

Management Review Summary

• No significant changes between ISO 9001:2015 and ISO 9001:2026
  • Reordering and rewording

• Management Reviews follow Internal Audits and External Audits
  • One management review for each

• Annual frequency of review needs to be justified
  • Have a Risk Statement 

• Notes need to be audit ready

If you require assistance to meet ISO 9001 requirements contact us for a free 30 minute consultation at:

(800) 535-1376 or INFO@KELLERMANCONSULTING.COM