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Management 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.
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
Most management review packs are a slide per department, each in its own format, assembled the night before. Some inputs are missing, the numbers on one slide contradict another, nothing shows a trend, and the meeting ends without a decision because nobody said what was being asked. This workbook gives every input the same small table: the measure, how it is counted, the target, four quarters and the trend, worked out for you. The Summary pulls each input's headline onto one page with the decision management needs to make, and the Record index tells an auditor where each record lives.
Who uses it, and when
Quality managers who prepare the management review, the input owners who supply each tab, and the top manager who chairs it. Each quarter: input owners fill their tabs before the inputs due date on the calendar (AQL-F02); the quality manager completes the Summary and issues the pack with the agenda (AQL-F04).
Part of
Management Review Kit.
Clause references: 9.3.2 (with 4.1, 4.2, 6.1, 6.2, 7.1, 8.4, 8.7, 9.1.1, 9.1.2, 9.2, 10.2, 10.3). 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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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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worksheet · Excel · fillable PDFCAPA Effectiveness Verification Worksheet
Prove a corrective action worked, not just that it was done: separate containment, correction and corrective action, set a measurable criterion before the action goes in, and hold the record open until the evidence is in.
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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.