ISO 9001 · the management review
The management review minutes, written in the order of Clause 9.3
An auditor opens the management review minutes to check that top management looked at each input Clause 9.3 lists, judged the system on it and decided something, so this page is that agenda: the six inputs in order, the seven performance trends with their counts, the conclusion on the system, the decisions on improvement, changes and resources, the actions with an owner and a date, and the approval, written as minutes you can file.
The counts
The figures four of the trends are written with; leave a count empty and the line asks for it.
The six inputs
One note per input, in the clause's order, kept on this page and never in the link; an input left empty is written as a gap to complete, so the minutes never silently skip one.
1 Status of the actions from previous reviews
Each action from the last minutes, closed or carried forward, with why.
2 Changes in the external and internal issues
What changed in the context of Clause 4.1 since the last review: customers, markets, regulation, people, tools.
3 Performance and effectiveness of the quality management system
The clause names seven trends under this input; each is a line with a figure for the period and a sentence on what it means.
4 Adequacy of resources
Whether the people, infrastructure, environment, measuring equipment and knowledge of Clause 7.1 were enough for the period.
5 Effectiveness of the actions taken on risks and opportunities
The actions planned under Clause 6.1 and what each achieved, not whether it was done.
6 Opportunities for improvement
From anyone: staff, customers, auditors, the figures above.
Conclusion and decisions
The review judges the system on four things, suitability, adequacy, effectiveness and alignment with the strategic direction, and decides on three: improvement, changes to the system, resources.
Actions
Every decision that needs doing, with an owner and a date; these are the first input of the next review.
The minutes
Every input the clause asks for, in its order; an empty entry is written as a gap to fill, not skipped.
# Management review minutes, [company] Held on [to be completed], reviewing the period from [to be completed] to [to be completed]. Chaired by [to be completed]. Attendees: [to be completed]. These minutes follow Clause 9.3 of ISO 9001:2015: each input the clause lists, in its order, with what was said about it; the conclusion on the system's suitability, adequacy, effectiveness and alignment with the strategic direction; the decisions on improvement, on changes to the system and on resources; and the actions with an owner and a date. Written on . ## 1. Status of the actions from previous reviews Each action from the last minutes, closed or carried forward, with why. [to be completed] ## 2. Changes in the external and internal issues What changed in the context of Clause 4.1 since the last review: customers, markets, regulation, people, tools. [to be completed] ## 3. Performance and effectiveness of the quality management system The clause names seven trends under this input; each is a line with a figure for the period and a sentence on what it means. - Customer satisfaction and feedback from interested parties: [complaints received in the period: count to add] [to be completed] - Extent to which the quality objectives were met: [objectives met of those set: count to add] [to be completed] - Process performance and conformity of products and services: [to be completed] - Nonconformities and corrective actions: [nonconformities open and closed in the period: counts to add] [to be completed] - Monitoring and measurement results: [to be completed] - Audit results: [internal audits held in the period: count to add] [to be completed] - Performance of external providers: [to be completed] ## 4. Adequacy of resources Whether the people, infrastructure, environment, measuring equipment and knowledge of Clause 7.1 were enough for the period. [to be completed] ## 5. Effectiveness of the actions taken on risks and opportunities The actions planned under Clause 6.1 and what each achieved, not whether it was done. [to be completed] ## 6. Opportunities for improvement From anyone: staff, customers, auditors, the figures above. [to be completed] ## Conclusion and decisions The review judges the system on four things, suitability, adequacy, effectiveness and alignment with the strategic direction, and decides on three: improvement, changes to the system, resources. - Conclusion on the system: [to be completed] - Opportunities for improvement: [to be completed] - Changes to the quality management system: [to be completed] - Resource needs: [to be completed] ## Actions No actions were recorded. [If the review decided anything that needs doing, add it here with an owner and a date.] Approved by [to be completed]. These minutes are retained as documented information, and the actions above are the first input of the next review. These minutes are written from the entries given. They are not certification advice; the certification body reads the review for the inputs considered and the decisions taken, and the record it accepts is the one the company signs.
In StandardOS the review opens with the inputs already filled
The actions from the last review, the period's nonconformities and audits, the objectives with their measures and the logged customer feedback are on the agenda before the meeting starts, so top management adds the conclusion and the decisions and signs; a company holding ISO 9001 and ISO 27001 holds one review with the union of the two lists.
The clause as an agenda, input by inputWrite the quality policyThe ISO 27001 management review