Title Page

  • This template serves the purpose of helping the management team prepare records of management review meetings. Please accomplish all sections of this template and note that this can be exported into a report we can use in the succeeding reviews. Lastly, this template aims to empower the management in identifying, qualifying, and finalizing corrective actions as well as continuous improvement efforts that are necessary to keep the organization's management systems in check, functioning, and aligned with our goals and objectives.

  • Management Review Meeting Facilitated by

  • Date of Review

  • Location
  • Attendees

  • Remember to send the minutes of this review meeting to absent members. Also, let them affix any additional comments and suggestions they might have so those can be included in the final report or review summary.

Management Review Proper

Review of the Quality Policy

  • Review the Quality Policy to see if it's still aligned with the organization's goals and objectives. Upload the Quality Manual here as needed.

  • Quality Policy review status

  • Indicate the changes needed for the Quality Policy.

Review of the Internal Audit Results

  • What is the status of the conducted internal quality audits? Are there any issues discovered?

Review of the Corrective and Preventive Actions

  • Are there any overdue CAPAs? Any trends we need to pay attention to?

Review of Needed Resources

  • Equipment Resources Requirements

  • Work Environment and Infrastructure Requirements

  • QMS Requirements

  • Human Resources and Employee Training Requirements

Review of Employee Training Initiatives

  • Apart from assessing the training initiatives in place, recommend next steps or courses of action for improvement.

Review of External Providers/Suppliers

  • Assess the performance of current suppliers. Raise any issues related to quality and delivery.

Review of Subcontractors

  • Assess the performance of current subcontractors, if any. List any actions done or to be implemented for improvement opportunities.

Review of Quality Objectives, Data, and Goals

  • Review the current quality objectives outlined and discussed in the Quality Manual. As needed, revise goals and objectives to fit the organization's standards.

Review of Customer Feedback

  • Note any unresolved customer feedback or complaint to identify corrective actions and recommended next steps.

Review of the Overall QMS

  • Note all crucial changes to the QMS and to the company that have direct or indirect impact on each other.

General Recommendations for Improvement

  • Indicate any general recommendation we can look into toward continuously improving the QMS.


List of For Follow-Ups

  • Based on the items discussed on the previous page, list any points needing to be addressed at the next meeting and any actions needing to be done before the next review.


  • Follow-up Meeting Date

  • Name and Signature

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.