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Management Review Minutes
Document No. Revision: Page 1 of 9

Introduction
Meeting Date: Meeting Title:
Purpose: To evaluate overall QMS effectiveness and to enable evidence-based decision-making and the
establishment of actions to achieve desired results. Actions arising from the management review are
noted on the Action Items page of this checklist. Each Manager should prepare a report to be circulated
prior to the meeting, which summarizes the organization’s performance. Forward minutes of the
management review meeting to those on the distribution list and those with actions.
Required Attendance: Representation at the review includes Top management, functional management,
line management, process owners, process champions, lead process users, and action owners.

Agenda
Copy the agenda items from your filtered list in the Management Review Tool.xlsx below:
9.3 Description of Requirement Management Review Input
9.3.2a Status of actions from previous meeting Management review action log
9.3.2a (open/closed) from previous meeting(s), Minutes from previous management review
ageing profile of open actions: meeting
9.3.2b Changes in external and internal issues that Customer requirements, statutory, standard and
are relevant to the quality management regulatory requirements
9.3.2b system (Clause 4.1), changes to Market-related factors, technology, research,
internal/external requirements, e.g., policies, development, and competitor performance
9.3.2b processes, the relevance climate change, Operational structure changes
9.3.2b procedures, methods, instructions, Financial, social, safety or environmental
contracts, regulation, legislation, that impact conditions which may impact the organization
the QMS:
9.3.2c Information on the performance and effectiveness of the QMS (Clause 4.4), including trends in:
9.3.2c1 Customer satisfaction and feedback from Customer complaints
9.3.2c1 relevant interested parties (Clause 9.1.2), Customer plant visits
9.3.2c1 e.g., interviews, questionnaires and surveys, Customer correspondence
report cards, indicators, ratings, complaints
9.3.2c1 Customer satisfaction surveys
and compliments arising from:
9.3.2c1 Employee satisfaction surveys
9.3.2c1 Employee suggestions
9.3.2c1 Supplier audits
9.3.2c1 Complaints
9.3.2c2 The extent to which the quality objectives Analysis and action plan if target is not met, or
have been met (Clause 6.2), the status of the trend is negative
9.3.2c2 planned versus actual achievement and the Ensure the quality objectives are part of KPIs
9.3.2c2 relevance of the quality policy (Clause 5.2): Ensure that targets are properly assigned for the
KPIs
9.3.2c3 Process performance and conformity of On-time delivery
9.3.2c3 products and services (Clauses 4.4, 8.6 & Cost of quality
9.3.2c3 8.7): Supplier performance
9.3.2c3 Corporate goals and objectives
9.3.2c4 Nonconformities and the status of NCR/CAR Log
9.3.2c4 corrective actions (Clause 10.2), e.g., analysis Emergency situations or incidents
9.3.2c4 of nonconformity by type, process, area, Customer complaint log
root cause, etc.:
9.3.2c4 Management review action items list
9.3.2f Opportunities for improvement (Clause Recommendations for improvement
9.3.2f 10.1), corrective action plans, good practice, Customer related requirements
9.3.2f best practice, potential innovation, etc.: Resource needs

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Management Review Minutes
Document No. Revision: Page 2 of 9

Attendees
Minimum representation at the management review includes Top management, functional
management, line management, process owners, process champions, lead process users, and
action owners appropriate to the meeting agenda.

Absent with apologies

_____________________________________________________________________________________________________

Minutes written by _________________________________ Review approved by ____________________

Management personnel present:

Attended By Position Signature

The absent managers will receive minutes of the review meeting and, after reviewing the minutes,
may submit their input and comments to the Managing Director and/or Quality Manager.

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Management Review Minutes
Document No. Revision: Page 3 of 9

Management Review Inputs

The results of the analysis and evaluation (Clause 9.1.3) should be made available to the Top
management for their review in order to evaluate any identifiable characteristics or trends that
could potentially lead to a nonconformity occurring.

1 Status of actions from the previous meeting

Prior Action Items Review:

• Management review action log;

• Actions from the previous meeting (open/closed).

Prior Meeting Minutes Review:

• Minutes from previous management review meeting;

• Age profile of open actions, e.g., 3 months, 6 months, greater than 1 year.

Decision/Action:  None Person Responsible: Deadline:

2 Changes in external and internal issues

Discussion:
Changes to internal/external requirements, e.g., policies, processes, procedures, methods, instructions,
contracts, regulation, legislation, that impact the QMS:

• Changes to requirements to which the organization subscribes, such as customer requirements,

statutory and regulatory requirements, the relevance of climate change, and ISO 9001
requirements;
• Market-related factors such as technology, research and development, and competitor
performance;

• Operational structure changes, new business expansion, planned system upgrades;

• Other factors which may impact the organization such as financial, social or environmental
conditions.

Conclusion:

Decision/Action:  None Person Responsible: Deadline:

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