Management Review | Management System Review

Management Review – (Ref. clause 9.3)

Management Review is a systematic process where top management assesses an organization’s performance, strategies, and processes to ensure alignment with its goals and objectives.

The Management Review Inputs and Outputs mentioned here are relevant to IATF 16949, ISO 9001, ISO 14001, and ISO 45001 management system standards.

Management Review Inputs – General (Ref. clause 9.3.1)

Top management shall review the organization’s management system (as per IATF 16949 ISO 9001, ISO 14001, and ISO 45001 standards) requirements, at planned intervals, to ensure its continuing suitability, adequacy, effectiveness, and alignment with the strategic direction of the organization.

Management Review Meeting (MRM) shall be conducted at least annually or as defined by the top management. The frequency of management reviews shall be increased based on risk to compliance with customer requirements resulting from internal or external changes impacting the quality management system and performance-related issues.

The management review meeting must address the need for changes in policy, KPIs/departmental objectives, internal and external issues relevant to the management standard, and other processes/elements of the management system standard.

Quality Management Review Inputs – ISO 9001 and IATF (Ref. clause 9.3.2)

The quality management review meeting (MRM) shall be planned and carried out taking into consideration:

• Follow-up actions status (Open/Close) from previous management review meetings;
• Changes in external and internal issues that are relevant to the quality management system (Clause 4.1 & Clause 4.2);
• Review of Quality Policy and Quality Objectives (Clause 5.2);
• Information on the performance and effectiveness of the quality management system, including trends in:
  • Customer satisfaction and feedback (Clause 9.1.2);
  • Key Performance Indicators/Quality objectives (Clause 6.2);
  • Process performance and conformity of products and services(Clause 8.1);
  • Non-conformities and corrective actions (Clause 10.2);
  • Monitoring and Measurement results (Clause 9.2);
  • Results of Audits (Clause 9.1);
  • The performance of external providers (Clause 8.4);
• The adequacy of resources (Clause 7.1);
• Actions taken to address Risks and Opportunities (Clause 6.1);
• Opportunities for Improvement (Clause 10.1).

Explore ISO 9001 Clauses, IATF 16949 Clauses, ISO 9001 QMS

Quality Management Review Inputs – IATF 16949 Requirements (Ref. clause 9.3.2.1)

Additional Input to management reviews (IATF Requirements) shall include the following:

• Cost of poor quality (cost of internal and external nonconformance);
• Measures of process effectiveness;
• Measures of process efficiency;
• Product conformance;
• Assessments of manufacturing feasibility made for changes to existing operations and for new facilities or products (Clause 7.1.3.1);
• Customer satisfaction (Clause 9.1.2, Clause 9.1.2.1);
• Review of performance against maintenance objectives (Clause 8.5.1.5);
• Warranty performance -where applicable (Clause 10.2.5);
• Review of customer scorecards (where applicable);
• Identification of potential field failures identified through risk analysis (such as FMEA);
• Actual field failures and their impact on safety or the environment.

Environmental Management Review Inputs – ISO 14001 (Ref. clause 9.3)

The environmental management system(EMS) reviews shall include consideration of:

• The status of follow-up actions from previous management review meetings (MRM);
• Changes in:
  • External and internal issues that are relevant to the EMS (Clause 4.1 & Clause 4.2);
  • Compliance obligations, needs and expectations of interested parties (Clause 6.1.3);
  • Significant environmental aspects and impacts (Clause 6.1.2);
  • Risks and opportunities (Clause 6.1.1);
• The extent to which EMS objectives have been achieved (Clause 6.2);
• Information on the organization’s environmental performance, including trends in:
  • Nonconformities and corrective actions (Clause 10.2);
  • Monitoring and measurement results (Clause 9.1.1);
  • Fulfillment of compliance obligations (Clause 9.1.2);
  • Results of audit (Clause 9.2);
• Adequacy of resources (Clause 7.1);
• Relevant communications from interested parties, including complaints (Clause 7.4.1);
• Opportunities for continual improvement (Clause 10.3).

Explore ISO 14001 Clauses-Environmental Management System

Occupational Health and Safety Management Review Inputs – ISO 45001 (Ref. clause 9.3)

The occupational health and safety management (OH&SM) system reviews shall include consideration of:

• The status of actions from previous OH&S management reviews;
• Changes in external and internal issues that are relevant to the OH&SM system, including:
  • The needs and expectations of interested parties (Clause 4.2);
  • Legal requirements and other requirements (Clause 6.1.3);
  • Risks and opportunities (Clause 6.1.1);
• The extent to which the OH&S policy and objectives have been met (Clause 5.2 and 6.2.2);
• Information on the OH&S performance, including trends in:
  • Incidents, nonconformities, corrective actions & continual improvement (Clause 10.2);
  • Monitoring and measurement results (Clause 9.1);
  • Results of evaluation of compliance with legal and other requirements (Clause 9.1.2);
  • Audit results (Clause 9.2);
  • Consultation and participation of workers (Clause 5.4);
  • Risks and opportunities (Clause 6.1.1);
• Adequacy of resources for maintaining an effective OH&SM system (Clause 7.1);
• Communications with interested parties (Clause 7.4.3);
• Opportunities for continual improvement (Clause 10.3).

Explore ISO 45001 Clauses–Occupational Health and Safety Management System

Management Review Outputs (Ref. clause 9.3.3)

Management Review Meeting (MRM) findings, recommendations, and conclusions must be recorded. MRM minutes must be recorded by the QMS Manager/MR and shared with all concerned process owners/HODs for necessary corrective measures with defined responsibility and target date. The top management or management representative (MR) should follow up to ensure that the recommended actions are implemented timely and effectively.

The outputs of the management review shall include decisions and actions related to:

1. Opportunities for improvement related to processes, products, and services;
2. Any change in policy and objectives;
3. Revised Business Plan;
4. Any need for changes to the quality management system;
5. Resource needed for any improvement/development.
6. Improvement in management system.

The organization shall retain documented information as evidence of the results of management reviews.

Top management shall document and implement an action plan when customer performance targets are not met. (as per IATF 16949 ref. clause 9.3.3.1).