Free kit
Management Review Agenda and Minutes Template
A management review input checklist plus an agenda, minutes and actions log template for ISO 9001, ISO 14001, ISO 45001 and other clause 9.3 reviews.
Management review is where top management looks at the evidence and decides what happens next. It is clause 9.3 in ISO 9001, ISO 14001, ISO 45001, ISO/IEC 27001 and every other management system standard built on the harmonized structure. This kit helps you prepare the inputs properly and leave the meeting with minutes that show decisions, not just discussion.
What is inside
Management Review Input Checklist — 78 checks in 10 sections: how the review is set up, the status of previous actions, changes in issues and interested parties, performance information, resources, risks and opportunities, improvement, the review outputs, and one extra section each for environmental and OH&S inputs.
Management Review Agenda and Minutes — six templates: meeting details, a 15-item agenda, an attendance record, minutes laid out input by input, a decisions and actions log, and a conclusion and approval page.
Both documents as a designed, print-ready PDF and as an editable Word file.
Who it is for
Quality, HSE and information security managers, management representatives and consultants who prepare the review pack — and directors who chair the meeting and want to know what a complete review should put in front of them.
How to use it
Two or three weeks before the meeting, work through the input checklist and ask each process owner for the data it points to. Anything marked No is a gap in the review pack: fill it before the meeting rather than explaining it to an auditor afterwards. Issue the agenda with the pack. In the meeting, record the conclusion reached on each input and put every decision in the actions log with an owner and a date, marked as an improvement opportunity, a change to the system or a resource need.
The list of required inputs differs a little from one standard to another, so read clause 9.3 of each standard you work to alongside this kit, and check which edition applies to you. ISO 9001 has been under revision — check whether a newer edition has been published and what transition arrangements apply.
What is in the kit
- Management Review Input Checklist (PDF)78 checks in 10 sections on what a clause 9.3 review should consider, including environmental and OH&S inputs. Yes / No / N/A boxes and space for notes.1.0 MB
- Management Review Agenda and Minutes (PDF)Six templates: meeting details, 15-item agenda, attendance, minutes by input, decisions and actions log, and conclusion and approval.658 KB
- Management Review Input Checklist (editable Word)The same document in Word, so you can adapt it and fill it in on screen.32 KB
- Management Review Agenda and Minutes (editable Word)The same document in Word, so you can adapt it and fill it in on screen.29 KB
A look inside
The first pages of Management Review Input Checklist (PDF). The full document downloads from the list above.
Next step
Learn to use it properly — with a certificate
The documents tell you what to check. These courses teach you how to audit and implement it, online and at your own pace.
Questions people ask
Is the Management Review Agenda and Minutes Template really free?
Yes. There is no payment and no trial. Tell us your name, work email and company once, and every document in the Free Zone is yours to download.
What format are the documents in?
This kit has 4 documents in PDF and DOCX format. The Word, Excel or PowerPoint files are fully editable, so you can adapt them to your organisation.
Can I use it inside my company?
Yes. The licence covers one organisation with unlimited internal use — print it, share it with colleagues and adapt it. Please do not resell it or republish it as your own.
Does this make us compliant with ISO 9001?
No document can do that on its own. It is a practical working tool to help you prepare, check and improve. Conformity with ISO 9001 is decided by an audit of your actual system, and the standard itself remains the authoritative text.
Do you offer training on this topic?
Yes. Skedmia runs online courses with certificates on the standards and topics these kits cover — the matching courses are listed on this page.
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