The Management Review Kit is seven tools written for the review itself, and three from the wider library that feed its inputs. Each one hands something to the next.
| AQL | Tool | Format | Use it for |
|---|---|---|---|
| F01 | Management Review Standard (procedure template) | Word, PDF | Writing or rewriting your procedure |
| F02 | Management Review Calendar and Input Owner Matrix | Excel | Setting the year's dates; owners and due dates for every input |
| F03 | Management Review Input Data Pack | Excel | Gathering every input with four quarters of trend and the decision sought |
| F04 | Management Review Agenda | Word, PDF | Time boxes, presenters and decisions sought for each item |
| F05 | Management Review Minutes, Decisions and Outputs Record | Word, PDF | Recording conclusions and outputs live, in the meeting |
| F06 | Management Review Action Register | Excel | Following every output to verified closure |
| F07 | Management Review Executive Summary | PowerPoint | The one slide that opens the review |
| F08 | Quality Performance Dashboard | Excel | The measures behind several inputs, month by month |
| F10 | Quality Objectives and KPI Register | Excel | The quality objectives input, and the annual objectives |
| F13 | Risks and Opportunities Register | Excel | The risks and opportunities input |
| Tool | Takes in | Hands on |
|---|---|---|
| Standard (F01) | Your choices: chair, frequency, inputs, lead times, records | The rules every other tool follows |
| Calendar and matrix (F02) | Meeting dates, lead times, owners and backups | Due dates for every input and for the minutes; who is late |
| Data pack (F03) | Each owner's measures, four quarters; context changes | A Summary with the headline and decision sought for each input; the record index |
| Agenda (F04) | The Summary's decisions sought | Time boxes, presenters and decisions in input order |
| Executive summary (F07) | Six figures and the decisions sought | The slide that opens the meeting |
| Minutes (F05) | What the meeting concluded and decided | Signed record; every output with an owner and a date |
| Action register (F06) | Every output from the minutes | Status of previous actions: the first input of the next review |
| Dashboard, objectives, risks (F08, F10, F13) | Monthly counts, objectives, the risk register | Ready-made input tabs and their trends |
Need more than one resource, or not sure where to start? Book a complimentary 30-minute Aegis Quality Guidance Call. We'll find the tools that fit your situation and a sensible place to start. No sales pressure, no obligation.
A management aid, not certification or a registrar audit. Using it does not by itself show conformity to AS9100D or any other standard, and your customers' requirements may add to it.
Clause numbers refer to AS9100D (SAE AS9100 Rev D) unless another document is named. The standards' text is not reproduced here: use your own licensed copy.
Aegis Insights are our own guidance, labeled wherever they appear: how we approach this work, not a requirement of any standard or customer.