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The Management Review Kit HandbookChapter 5 of 23

Writing your standard

The Management Review Standard (AQL-F01) is a procedure written to be adopted: fill in the bracketed fields, delete what doesn't apply, add your customers' requirements and issue it under your own document control. These are the choices it asks you to make:

ChoiceWhat we suggestWhy
ChairThe general manager or plant manager, every timeA review without the person who owns the budget can't decide resources
FrequencyQuarterly, in the fourth week after the quarter ends; the first of the year is the annual reviewDecisions stay close to the data; 'status of previous actions' stays a real check
Attendance and quorumChair, coordinator and at least three heads of departmentFewer, and the decisions don't stick
Lead timesReminder 15, inputs 10, chair preview 5, pack 3 working days; minutes within 5 afterTime to check every input and agree the decisions sought
Extra reviewsWritten triggers: a flight-safety escape, a major nonconformity, loss of an approval, a change of ownership or siteNobody has to decide in the moment whether an event is big enough
OutputsImprovement, change to the QMS, resource need, risk action; each with one owner and a dateThe four kinds of output the review is expected to produce
Action follow-upMonthly at the quality meeting; escalation to the chair at 5 working days overdueThree months is too long for an action to go unchecked
RecordsPack with record index, agenda, signed minutes, register; 10 years or the customer's longer periodWhat an auditor will ask for, in the order they ask

Keep the standard short. It says what happens and who does it; the calendar, data pack, agenda, minutes and register carry the detail. Before issuing it, run the checklist in its section 13: every bracket filled, the chair agreed, every input owned, the outputs complete, the records located.

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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.