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Management 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.
Free to use, change and copy inside your own organization. Editable Excel, plus a fillable PDF you can complete on screen.
The problem it solves
Management reviews slip because nobody owns the dates. The meeting moves when the chair is busy, inputs arrive the morning of the review or not at all, and whoever prepares the pack spends the week chasing. This workbook sets the year's reviews in one place, works out the inputs due date, the pack date and the minutes due date in working days, and gives each input a named owner, a backup, a source and a status, so a missing input shows a week early instead of in the meeting.
Who uses it, and when
The quality manager who runs the review cycle, the input owners, and the top manager who chairs the review. Set up in January for the year. Check the Summary a week before each inputs due date, and update the Calendar the day each review is held and its minutes are issued.
Part of
Management Review Kit.
Clause references: 9.3.1, 9.3.2. 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 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 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.
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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.