Management Review Template

• 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

  Date
• Location
  Address

• Attendees

Review of the Quality Policy

• Quality Policy review status

  Select Quality Policy reviewed, no changes needed and accepted as is. Quality Policy reviewed, revisions needed.

  • Quality Policy reviewed, no changes needed and accepted as is.
  • Quality Policy reviewed, revisions needed.

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? What has been done to solve them?

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.

Review of Safety Management System

• Status of actions from previous management reviews

Overall review of the WHSMS

• Internal or external influences to improve WHS Management

• Legislation changes communicated

Hazards, risks and corrective opportunities

• Additional risks and solutions

• Hazards and solutions

WHS Incidents and trends

• Note any unusual trends or occurrences of WHS incidents and corrective actions required.

Review of WHS Objectives, Data & Goals

• Review the current safety objectives and discussed in the WHSMP. As needed, revise goals and objectives to fit the organization's standards.

Review of the Internal Audit Results

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

Review of required rescourses

• Equipment Resources Requirements

• WHSMS Document Requirements

• Human Resources and Employee Training Requirements

General Recommendations for Improvement

• Indicate any general recommendation to continuously improve the WHSMS.

Environmental Review Status

• Environmental Policy review status

Review of the Internal Audit Results

• What is the status of the conducted environmental audits? What changes are required for continued improvement.

Review of Objectives, Data, and Goals

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

Review of Customer Feedback

• Note any feedback or complaints to identify corrective actions and recommended next steps.

Review of the Overall QMS

• Note all crucial changes to the EMP 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.

Sign-Off

• Follow-up Meeting Date

  Date

• Name and Signature

  Sign