Iso 9001 Management Review Meeting Presentation Background Form
Iso 9001 Revision 2015 Management Review Template

The main review that is required of top management in the ISO 45001 standard is for top management to assess any opportunities for improvement and any needed changes in the external and internal issues affecting the OH&S management system. This includes how well you have met the OH&S policy and OH&S objectives. The Company is committed to achieving customer satisfaction by the use of quality procedures which will be operated to meet or exceed the requirements of ISO 9001. 5.2.1 Establishing the Quality Policy. This requirements for quality policies is comparable to the requirements of ISO 9001:2008 Clause 5.3 – Quality Policy. You should check that. Clause 9.3 of ISO 9001: Management Review. There are many good reasons why Management Reviews are much discussed and written about in quality management system (QMS) circles: they are absolutely key to the success of the ISO 9001 standard. They’re where you step back, take stock, analyse data, ask questions, listen, and then move forward. Management reviews work to prepare your organization for external audits as well as to ensure that ISO 9001 is being implemented and utilized to its best capacity. An effective management meeting reviews current management and operational performance data, and if the need is identified, improves upon company measures.

A Management Review is a formal, structured meeting which involves top management and takes place at regular intervals throughout the year. They are a critical and required part of running an ISO certified Management System.

The purpose of a Management Review meeting is to review and evaluate the effectiveness of your Management System, helping you to determine its continued suitability and adequacy. The Management Review does this by encouraging top management to consider the degree by which the Management System:

Achieves the expected results
Meets the organisation’s requirements
Functions in accordance with the established operating procedures and processes
Is capable of identifying non-conformities and monitoring subsequent corrective and preventive actions

A Management Review also ensures that all levels of management are made aware of any changes, updates, revisions, etc. to the day-to-day workings of the Management System itself.

As Management Reviews are so important to getting the most out of a Management System, the member of senior management that has overall responsibility for the Management System is also accountable for convening, attending and reporting on Management Reviews.

Note that there is a difference between Management Meetings and Management Reviews. The former may address the day-to-day working practices, sales, production, resources and staffing matters, but the Management Review focuses solely on the requirements of the Management System, as described within your Manual or documented information.

Below you will find 5 tips to help you get the most out of these important meetings.

Before the Review

1. When, What and Who

A Management Review, as with any successful meeting, should be prepared for in advance. You will need to decide when it will take place, what will be discussed and who should attend. ISO Standards require you to document when the meetings should occur and what will be, and has been, discussed, but it is also a good idea to document a list of attendees too.

When - Set a Schedule

It is recommended that a meeting should take place at least once a year, but meetings can be held quarterly or even monthly if preferred.

If your organisation operates more than one Management System, or has a Management System that is certified to more than one ISO Standard, joint Management Reviews may be conducted to save time and avoid unnecessary duplication. Make sure that you cover the unique aspects of each Standard, as well as the shared features.

For businesses holding multiple meetings in a year, it is possible to dedicate each meeting to the review of a specific section or area of your Management System. If you decide to run multiple reviews in this way, make sure that together the reviews cover all of the topics required by the ISO Standard you are certified to. You can do this more easily by writing a detailed agenda for each meeting.

What - Write an Agenda

An important part of your planning should be to produce an agenda for your meeting - this is also a requirement for ISO Certification, so it is good practice to do so. A detailed and agreed agenda will help you to ensure all topics required by your chosen ISO Standard are covered - especially if you decide to hold multiple reviews throughout the year focused on different topics.

A Management Review should cover the following topics:

Discussion on the status of any issues from the previous meeting
Changes to external and internal issues that affect the Management System
Examination of the performance of the Management System
Review of available resources and their adequacy
Examination of how effective the actions taken towards identified risks and opportunities were
Identification of further opportunities for improvement

Who - Document the Attendees

Once you have an agenda, you can make sure that you have the right people in attendance to discuss those issues.

The meeting should be chaired by person with overall responsibility for the Management System and it is their responsibility to designate those members of senior management who must attend and actively take part in Management Review.

In general, the people who should attend a Management Review are the senior management team, but others may need to be included to discuss particular issues where more detail is required.

During the Review

2. Take Minutes

Documenting the content and results of your Management Review meetings is a requirement of ISO Certification, so someone will need to take minutes throughout the meeting.

When taking minutes use the meeting agenda to help, writing notes next to each related topic. This will help with the write-up later as brief notes have more context when written under a specific topics.

Iso 9001 Management Review Meeting Presentation Background

For any agreed actions or changes that should be carried out, you should detail who is responsible for the task and the assigned deadline. By recording this information, these items can be more easily followed-up in subsequent Management Reviews.

Make sure to also record the date and time of the meeting and who was in attendance.

It is important to write the minutes up, preferably as soon after the meeting as possible to ensure the contents are fresh in your mind. This is because the minutes are required as documented information under the ISO Standard and must be made available to third party auditors.

3. Examine the Evidence

An important aspect of ISO Certification is the use of fact-based decision making which is the use of figures and evidence to evaluate the outcome of a proposed decision before implementing it. As a Management Review meeting involves making decisions about changes to and the direction of company policies and the Management System, examining appropriate evidence is vital to this process.

The evidence that should be brought to a Management Review includes:

Iso 9001 Management Review Meeting Presentation Background Form

Minutes of previous Management Review meeting
Management System documentation
Internal and External Audit Reports
Relevant records (including customer feedback, corrective action log etc.)
Register of Legal and other requirements
Complaints analysis
Corrective and preventive actions and close-out of Management Inf