How to perform

management review
according to ISO 9001:2015
Presenter:
Carlos Pereira da Cruz
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Management review is one of
the most important
contributions of an effective
QMS to top management.
 PAST FUTURE
Performance Targets &
Milestones
Context

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Agenda

• Purpose
• Myths
• Process
• Inputs
• Decisions
• Outputs
• Main challenges

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What is the purpose?

Suitability Quality performance?

Compliance obligations?
Adequacy Requirements of interested
parties?

Effectiveness Objectives?

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Myths around Management Review

• There must be one annual management review;

• Management reviews should cover all requirements
in one meeting;
• All senior management should be present at the
annual meeting;
• Management review should follow the ISO standard
requirement sequence (for example, subsections 9.3.
a) through f).
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Schedule and distribute topics throughout the year

Q4 Q1

Q3 Q2

7
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Management review process
Preparation Before During Follow-up

Collect Analyze Evaluate

data data performance

Sense Conclude
Prepare
the and decide
inputs
situation

1 2 Decide Plan
to act actions

3
Implement
Agree
actions
plans

4 Check
progress

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Check
results
Each meeting with four moments
Q4 Q1 Preparation Meeting Follow up

INPUTS

1 3 4
Q3 Q2 Analyze Develop plans
Make and budget to
and prepare
conclusions achieve
meeting
and decisions objectives
inputs

2
AGENDA MEETING ACTION
MINUTE PLANS &
REPORT BUDGET

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 Prepare management review inputs

• Based on facts
• Who will participate
• Who will prepare the information
• Go beyond the tick list technique
• Do more than collect raw data.
• Use ISO 9001 as an orientation

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 Prepare management review agenda
Date: May 28, 2023 Venue: TLL
Attendants: Person 1 Person 3 Person 5
Person 2 Person 4 Person 6

Item Agenda item Documents prepared Responsible

3 Customer feedback File Complaints Trends – Link Person 3

(10:00 – (Corporate clients very File Satisfaction Trends - Link
10:05) happy. How can we take Situation
advantage of this?
4 Internal audits balance Internal audits balance – Link Person 4
(10:05 – (Why is follow-up not Situation
11:00) working?) Audit follow-up is not working properly

5 Process performance Process Scorecard Trends – Link Persons 4, 5 and

(11:00 – (How to improve Situation - Financial 6
11:30) commercial results?) Situation - Commercial
Situation - Production
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 Perform review and make decisions
• More than a meeting
• Review the inputs - analyze
• Meet to discuss the results, make synthesis
and decide on a course of action

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 Prepare management review outputs and follow-up
Preparation Meeting Follow up

INPUTS

• Final Conclusion of the

Management Review 1 3 4
Analyze Develop plans
and Documentation and prepare
Make
conclusions
and budget to
achieve
meeting
and decisions objectives
inputs
• Follow-up Actions after
Management Review 2
AGENDA MEETING ACTION
MINUTE PLANS &
REPORT BUDGET

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 Main challenges

• How do I prepare the inputs?

• What is the best frequency?
• Who should participate?
• How to prepare the outputs?

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 Conclusion
ISO 14001 Premium
Documentation Toolkit
A sound management https://advisera.co/ISO14001Toolkit

review is essential to
identify management
system improvement
opportunities and act
upon resource needs.

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Q&A
Carlos Pereira
da Cruz

Follow
 Meaning of some MR inputs

Difference between 9.3.2 c)3) and 9.3.2 c)4)

Spec. limits
Process performance (KPIs)
Conformity of products or services

Nonconformities
Corrective actions

Difference between 9.3.2 c)3) and 9.3.2 c)5)

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 Reviewing an integrated management system
• Familiarize yourself with the
Section 4 requirements
Section 5 • Identify common elements
6.1
Section 6 6.2 • Establish a structured
Section 7 approach
Section 8
• Gather relevant information
Section 9
• Identify synergies and gaps
Section 10
• Involve relevant stakeholders
• Engage key stakeholders
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Thank You
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