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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.
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
Many small aerospace shops have a management review procedure that says little more than 'top management reviews the quality system annually'. Nobody knows who brings which input, the meeting happens when an audit is near, the minutes record discussion rather than decisions, and actions from one review are rediscovered at the next. This standard is a complete procedure written to be adopted: it sets the frequency, the attendees and their roles, every input with an owner, the preparation timeline, how the meeting runs, what the outputs must contain, how actions are followed to closure and which records are kept. Fill in the bracketed fields, delete what does not apply, and issue it under your own document control.
Who uses it, and when
Quality managers and quality directors who own the management review process, and the general manager or plant manager who chairs it. When you write or rewrite your management review procedure, when you take over a quality system, or when an audit finding says your reviews don't cover every input or don't produce decisions.
Part of
Management Review Kit.
Clause references: 9.3, 9.3.1, 9.3.2, 9.3.3 (with 4.1, 4.2, 6.1, 6.2, 7.1, 7.5.3, 9.1.3, 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
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 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.