Free Management Review Templates

Download and use a management review template for your organization to effectively monitor your management systems’ performance.

management team performing an annual management review using a management review template|Management Review Sample Report 2022

What is a Management Review Template?

A management review template is a tool used to prepare, track, and document meeting points and management system review details for compliance monitoring and standard recordkeeping. Often, management review templates are used in assessing a company’s or a business’s Quality Management System (QMS), especially when preparing for certification in or maintaining compliance with the QMS standard created by the International Organization for Standardization (ISO) called the ISO 9001.

Why Use One

An organization’s top management often does the management review on a regular basis. Similar to a management audit, this process ultimately aims to keep an organization’s management systems in check, ensuring that the guidelines and standards stated therein are appropriate, adequate, and effective to the needs and goals of the organization. Some examples of where this is applicable are when reviewing a Quality Management System (QMS) and an Environmental Management System (EMS).

Since the overall management review entails a complex, in-depth process, having a poor system of documentation and monitoring can lead to missed opportunities for improvement and growth. Apart from that, management reviews are ideally conducted regularly. Hence, having a standard template to use during such reviews helps keep every detail accounted for and addresses points for improvement in an organization’s management system.

What Should be Included in a Management Review Template?

The general sections that must be included in a management review template are the following:

Title or Information Page

The first part of your template should let you lay down the most basic information about the management review to be conducted. You may choose to include these details:

  • General instructions
  • Facilitator
  • Date of review
  • Location where the review is conducted
  • Attendees of the management review meeting
  • General reminders

Separate Sections for Management Review Inputs

You must also include dedicated sections for the specific areas you need to review in your management system. To help you get started, these are the key parts and components you can include in your management review:

  • Quality Policy
  • Internal Audit Results
  • Corrective and Preventive Actions (CAPA)
  • Needed Resources
  • Employee Training Initiatives
  • External Providers/Suppliers
  • Subcontractors
  • Quality Objectives, Data, and Goals
  • Customer Feedback
  • Overall QMS
  • General Recommendations for Improvement

Completion Page

The final part of your template must allow you to finalize the management review by indicating the following details:

  • Follow-ups List
  • Follow-up Management Review Meeting Date
  • Sign-off

Management Review Template Example

Now that you know the most important sections and details you must include, here’s an example of the management review report template in SafetyCulture (formerly iAuditor):

FAQs About Management Review Templates

Top-level management, as well as quality managers, supervisors, and other members of leadership, can use a template during the regularly conducted management review. At least one facilitator must spearhead the meeting, while the mentioned stakeholders must be present during the management review process.

A management review template is often used when reviewing an organization’s Quality Management System (QMS). ISO 9001, the standard created by the International Organization for Standardization (ISO) for QMS, sets out the general and specific requirements an organization must comply with to earn an ISO 9001 certification.

To conduct an effective management review, consider doing the following steps:

  1. State the objectives of the review, such as assessing performance, identifying strengths and weaknesses, and recommending improvements.
  2. Provide background information about the management team or department under review.
  3. Assess the performance of the management team against predefined goals and targets.
  4. Identify and discuss the strengths and weaknesses of the management team or department.
  5. Summarize the main findings from the evaluation and analysis.
  6. Suggest specific actions and strategies to address weaknesses and enhance strengths.
  7. Create an action plan outlining the steps to be taken to implement the recommended improvements.

Upon knowing the needed sections and details of a management review, these must be included in the template to be used during the meeting. Once accomplished, the template can then be exported into a PDF format and serve as a management review report.

Patricia Guevara
Article by

Patricia Guevara

SafetyCulture Content Specialist
Patricia Guevara is a content writer and researcher for SafetyCulture. With her extensive content writing and copywriting experience, she creates high-quality content across a variety of relevant topics. She aims to promote workplace safety, operational excellence, and continuous improvement in her articles. She is passionate about communicating how technology can be used to streamline work processes, empowering companies to realize their business goals.

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