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Management Review Agenda
An agenda in input order where every item has a time box, a presenter, the record being presented and the decision management is asked to make.
Free to use, change and copy inside your own organization. Editable Word, plus a fillable PDF you can complete on screen.
The problem it solves
Most management review agendas are a list of topics. Nobody knows how long each gets, who presents what, or what is being decided, so the first items overrun, the last are rushed, and the meeting ends with a discussion instead of decisions. This agenda gives every input a slot, a presenter, the record in the pack and the decision sought, and closes with the conclusions on the quality system and a read-back of every output, so the minutes write themselves.
Who uses it, and when
The quality manager who prepares the review, and the top manager who chairs it. Drafted when the inputs are in, agreed with the chair about five working days before the meeting, and issued with the data pack three working days before.
Part of
Management Review Kit.
Clause references: 9.3, 9.3.1, 9.3.2, 9.3.3. Clause numbers only; the standards text is not reproduced, use your own licensed copy.
A management aid, not certification or a registrar audit. Using it does not by itself show conformity to AS9100D or any other standard.
Page 1 of the PDF. Every resource includes a worked example.
Related resources
template · Word · fillable PDFManagement Review Standard
A procedure template for management review that you adopt and edit: who attends, how often, every input and its owner, how the review is prepared, run and minuted, and how each decision is followed to closure.
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workbook · Excel · fillable PDFManagement Review Calendar and Input Owner Matrix
Set the year's management reviews once, give every input an owner, a backup and a due date that works itself out, and see at a glance which inputs are in, late or missing.
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workbook · Excel · fillable PDFManagement Review Input Data Pack
Every management review input on its own tab, with four quarters of trend, a front Summary that states the decision each input needs, and an index that tells an auditor where every record is.
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template · Word · fillable PDFManagement Review Minutes, Decisions and Outputs Record
Minutes that record what management concluded and decided, not just what was discussed: every input with its conclusion, every output with an owner and a date, and the chair's signature.
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workbook · Excel · fillable PDFManagement Review Action Register
Every decision and action from your management reviews in one place: owner, due date, the evidence it was done, and a verification that it worked, with aging and a Summary for the next review.
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These tools help you run the work by hand. When you want the whole picture of your quality system from the records you already keep, that's what the AeroAssure Audit Defense Pack and the IA9100 Transition Gap Analysis do.