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PROCESS MANUAL / PROCEDURE

Document Title:
BUSINESS PLANNING
Created by: Reviewed by: Approved by:

DOCUMENT CONTROL IN-CHARGE QMS DEPUTY MANAGER MANAGEMENT REPRESENTATIVE

Date: Date: Date:

OBJECTIVE:
To establish quality objectives aligned with the quality policy and mission/vision of the company
as basis for planning and evaluation of business performance.
To ensure that the set quality objectives are measurable, monitored, communicated and updated.

SCOPE:
This documented information covers from planning, setting goals, formulation of programs,
review and approval of the quality objectives programs.

DEFINITION OF TERMS:
MR – Management Representative
VP – Vice President
GM – General Manager
FM – Factory Manager
HR – Human Resource
IA – Internal Audit
QDM – QMS Deputy Manager

ISO 9001:2015 CLAUSE REFERENCES:

1. Clause 5.1 Leadership and Commitment
2. Clause 5.3 Organizational Roles, Responsibilities and Authorities
3. Clause 6 Planning
4. Clause 10.2 Nonconformity and Corrective Action
5. Clause 10.3 Continual Improvement
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PROCEDURE:
ACTIVITY RESPONSIBILITY DETAILS

Start

President calls for a business planning

Schedule business planning meeting thru the MR. MR request QDM
MR
to inform the whole team to attend the
meeting.

Prepare the area for the business

Coordinate with the participants
planning meeting about the schedule of the business
QDM
planning. Participants are President, VP,
GM, FM, Accounting Manager, HR
Manager, Maintenance Manager, MR,
QDM, IA Manager.

Prepare for the agenda Prepare for the proposed agenda which
includes management review result,
MR
goals (financial, sales, etc.), direction
(review of mission and vision) and
quality objectives (QMS performance of
each department/process).

Present the agenda of the meeting.

Start the business planning Request QDM to flash the result of the
meeting
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MR management review.

MR discusses the summary result of the

Presentation of the management management review which is the
review result summary QDM
performance of the QMS.

ACTIVITY
A RESPONSIBILITY DETAILS

MR requests the President to discuss the

Discussion of the goals company goals especially for financial
MR / President
and sales performance. President
discusses the approved goals.

Discussion of the company MR requests the President to discuss the

direction direction of the company for the next
MR / President
year. President discusses the mission
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and vision and for any changes in the

company.

MR requests the President to discuss the

quality objectives. President discusses
Discussion of the quality
objectives the approved quality objectives with or
MR / President without changes.

Each department to create

program and plan Request each department heads to create
program and plan based on the
MR / Department Heads
announcement of the President.
Department Heads to prepare for their
program and plan.

ACTIVITY RESPONSIBILITY DETAILS

B
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Request each department manager to

Wrap up meeting submit their program and plan within
MR
five (5) days for approval of the
President. End the business planning
meeting.

Creation of program and plan Prepare the program and plan. Submit to
MR for the approval of the President.
Department Managers

Approved? No
President Approve and sign the program and plan.

Yes

Forward to department managers the

Implement program and plan approved program and plan. Request
MR
department heads to implement and
update the status during management
review.

Discuss update in the

management review MR / Department Managers Gives update and status of the approved
program and plan.
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End

RECORDS:
1. Management Review Minutes’ of Meeting, document number
2. Approved Program and Plan

REVISION HISTORY:
Revision Number Revision Date Implementation Date Details