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Aegis Quality Kit · 11 tools and the handbook

Management Review Kit

Management review, formalized and standardized: the standard, the calendar, the input pack, agenda, minutes, action register and a one-slide summary.

Get it freeThe Word and fillable PDF versions, sent to your work email.Read the handbook online

Start with the handbook: it sets out the workflow, who does what, the weekly rhythm, a 30-day setup plan and one worked example that runs through every tool below.

Page 1 of The Management Review Kit Handbook

The kit, step by step

Each tool is free on its own page, with its own worked example from the same story.

  1. 1
    Template · AQL-F01

    Management 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.

  2. 2
    Workbook · AQL-F02

    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.

  3. 3
    Workbook · AQL-F03

    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.

  4. 4
    Template · AQL-F04

    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.

  5. 5
    Template · AQL-F05

    Management 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.

  6. 6
    Workbook · AQL-F06

    Management 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.

  7. 7
    Deck · AQL-F07

    Management Review Executive Summary

    The quality system on one slide for top management: six figures with their direction, and the decisions the review needs from them.

  8. 8
    Workbook · AQL-F08

    Quality Performance Dashboard

    Twelve quality measures on one scorecard, worked out from plain monthly counts: the latest month, the last three and twelve months, the status against your target and the direction of travel.

  9. 9
    Workbook · AQL-F10

    Quality Objectives and KPI Register

    Every quality objective with its measure, target, owner, resources, action plan and quarterly results; every KPI defined once with its source and where it is reviewed; and a summary that shows what is off track and what has no plan.

  10. 10
    Workbook · AQL-F13

    Risks and Opportunities Register

    One register for the quality system's risks and opportunities: each written as 'if ... then ...', rated on scales you set, treated with an owned action, re-rated afterward and checked, with a heat map and a summary for management review.

  11. 11
    Deck · AQL-H07

    Transition Management Review Briefing

    The IA9100 transition in ten minutes for top management: what is published, where we stand, the plan, the risks and the decisions we need.

Read the handbook online

All 23 chapters are free to read on the site. Start with the overview.

  1. 1Why management reviews disappoint
  2. 2The kit and how its tools connect
  3. 3The review cycle
  4. 4Who does what
  5. 5Writing your standard
  6. 6The calendar and the input owners
  7. 7The inputs, one by one
  8. 8Building the data pack
  9. 9The agenda
  10. 10Running the meeting
  11. 11The minutes
  12. 12Outputs and the action register
  13. 13The executive summary slide
  14. 14Objectives, risks and performance in the review
  15. 15The annual review and extra reviews
  16. 16The rhythm
  17. 17Setting it up in thirty days
  18. 18Worked example: one review at Meridian, through the whole kit
  19. 19What an auditor will look for
  20. 20Common pitfalls, and how we avoid them
  21. 21For your general manager: one page
  22. 22Quick reference
  23. 23Where the kit touches AS9100D

The problem it solves

In many small aerospace shops management review is a meeting held because the standard asks for one: scheduled when an audit is near, fed by slides assembled the night before, run as a series of report-outs, and minuted as discussion. Inputs go missing, nothing is decided, and the actions that are written down are rediscovered at the next review. Auditors find it, but the bigger cost is that the one meeting where top management is supposed to steer the quality system steers nothing. This handbook is the operating manual for the Management Review Kit. It sets out the whole cycle, from the year's calendar to the verification of the last action, who does what, which tool to use at each step, how to run the meeting so it decides, and how to set it up in thirty days.

Who uses it

Quality directors and quality managers who own the management review, and the general manager or plant manager who chairs it.

When

When you write or rewrite your management review process; when your reviews produce discussion instead of decisions; after an audit finding on management review; or a quarter before your next review.

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.

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.