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How to Conduct an Effective Management Review Meeting for ISO 9001, AS 9100, IATF 16949, & ISO 13485

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QSE: 27+ Years of Experience in Consulting, Auditing, & Training

What is Management Review?

What is Management Review?

All ISO, Sector-Specific, and automotive standards emphasize the need for teamwork and the involvement of all in implementing the standards effectively and using the standard model for continual improvement and as an effective management tool.

The involvement of all is feasible by forming a Management Systems Review Team (MSRT) which is usually comprised of all policy makers and process owners, and typically coordinated and convened by a Quality Assurance manager or Quality manager.

This MSRT may co-opt additional members for specific meetings as per the need.  

Invariably, most of the companies do publish quarterly reports either for the benefit of stakeholders or for financial accounting and monitoring purposes.

Keeping in mind the concept of review requirements for every quarter, QSE recommends that MSRT meetings be held every quarter.

The standard is very descriptive about the Management Review and stresses Seven Trends to be monitored and reviewed. The standard intends that Management Review covers all aspects of the standard and the actions required to ensure that the QMS is effective and is contributing to continual improvement in the operation of any facility.

The Seven Trends to be monitored by this Management Committee are listed in the standard at element 9.3.2 c, and they are:

  1. Customer Satisfaction and Feedback from relevant interested parties
  2. The extent to which the Quality Objectives have been met
  3. Process performances and conformity of products and services
  4. Nonconformities and corrective actions
  5. Monitoring and Measurement results
  6. Audit results
  7. Performance of External Providers (suppliers)

The major objective of this training course is to demonstrate how the MSRT review meetings are to be held, what types of inputs are required, what outputs will there be, and where will they be recorded for evidence. It also addresses what could be a simplified format for conducting this meeting and how to record the minutes of the said meeting.

The objective is to cover all elements of the standard in a concise way which will be easy to understand and implement for everybody.

The training aims to explain every aspect of the items and provide a unique format where all elements of all standards can be covered in a single, comprehensive, and simplified format which provides the recording of data and recording of evidence on actions to be taken after the meeting and methods to monitor those actions.

  • Management Representatives for Quality Assurance
  • Potential Internal Auditors
  • Compliance Managers
  • Quality Assurance Managers
  • Prospective Auditees
  • Process Owners
  • Students willing to get work as Quality personnel
  • Working knowledge of standards is desirable but not essential.
  • Knowledge about processes within the plant for which they want to train to create documentation
  • Students with academic interest must have working knowledge about how systems and processes work in any facility they have the interest in.
  • Samples of Evidence of Conformity Table
  • Student Workbook
  • Samples of Documented Procedures
  • Training Program overview
  • Intent and Comprehension of ISO 9001:2015, ISO 14001, & IATF 16949 standards
  • Quality Management System Requirements
  • Quality Management Principles
  • Documentation Structure
  • Documented Information
  • Evidence of Conformity Table
  • Simplified Documentation System
  • Evidence-Based Documentation
  • Recording of Trends in Data
  • Elements of Management Review
  • Elements of Documented Procedure
  • Challenges to the ISO 9001:2015 Standard
  • This 1-day course involves state of the art audio visual presentation
  • Training through hands-on exercises and quiz at the end of each day
  • The course is interactive and provides for a questions & answers session each day.
  • At the end of the course, participants will have an opportunity to create sample documentation for some elements of the standard trainer.
  • Feedback will point out the best points learned by the participant and the weaker points which need improvement, to avoid errors in internal auditing.
  • Participants get required training in creating documentation for international standards.
  • Participants will get a certificate of attending the training.
  • Participants will learn the methods for creating evidence-based, data-driven, comprehensive, single-level, simplified documentation.
  • Participants understand the challenges in implementing ISO 9001:2015 standard.
  • Once trained participants understand the essential elements of documentation.
  • Participants are ready to create compliance documentation in their facilities and their sister concerns at short notice, without having to schedule external consultants.
  • Cost-saving by avoiding external help
  • Participants learn the modular system that can be applied to documentation, and thereby gain the ability to integrate multiple standards into a single set of documents.
  • Students have another feather to their resume, which may help them find a career.
  • It is rare to find any course dealing exclusively with items required for Management Review. This is possible at QSE because of the vast experience of the trainer.
  • This documentation by QSE is unique, comprehensive, one-level, simplified. and easy to implement.
  • The Documentation developed by QSE is evidence-focused, data-driven, very adaptable, and simple.
  • Simplified documentation for any standard is possible because of the involvement of the trainer in writing the standards and through understanding the intent of the standards.
  • This intensive, one-day course presents an in-depth explanation of all elements required for review.
  • This course is designed and conducted by the trainer with over 40 years of experience in practicing and teaching management systems.
  • The course will detail the modular aspect of QSE’s Comprehensive, Single-Level Documentation for Management Review and how all standards could be added one after the other as per the requirements of the facility.
  • The unique course will help participants understand all items that are to be included in the review, how to measure and present the trends required for monitoring by MSRT.
  • The course details the importance of comprehensive, simplified, single level documentation.
  • QSE has a unique feature not covered in many other training programs: the detailed explanation of the need to create evidence-based system and the methods to satisfy the auditors with data and documentation.
  • The course involves hands-on exercises to explain in detail the form to be used and the methods of recording review minutes and action items.
  • The trainer provides feedback about hands-on exercises and provides tips to help participants avoid pitfalls during creation of documentation at their facilities.
  • Fee: $1195 USD
  • One day of instruction, discussion, and assignments
  • Tuition covers student materials, lunch, and refreshments
  • For 1-day classes, the regular rate is $695 per participant.
  • “Anytime Group” of 3 or more, get a discount of $100 per person
  • Register 60 days ahead and receive a $75 discount.
  • Register 30 days ahead and receive a $50 discount.

Please follow the link below to be directed to the Training Calendar and choose the course. You may fill in admission form and pay the fees online to be enrolled in the course. 


Please call (770) 518-9967 for the discounts mentioned above. If you would like to request a proposal for our services at your location, please submit a Proposal Request.


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Frequently Asked Questions​

The trainer is a person who won several awards as a good speaker and has over 42 years of Quality experience and is an experienced lead auditor.

He is a member of ISO/TC 176 and ISO/TC 207 the technical committees responsible for writing the standards.

Yes, it can be done at your facility for more than 7-8 participants.

A small additional charge of $40 per participant will be charged to provide training material when done at a customer’s facility.

QSE has assisted over 700 facilities in USA with this documentation. There has never been a problem. Yet if the auditors of certification bodies do not understand the documentation, QSE will take the responsibility of proving to the certification body the veracity and adequacy of single-level documentation. QSE gurantees that there will be no nonconformity against Management Review if the format provided by QSE is followed in its entirety.

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If you would like to request a proposal for our services, please submit a Proposal Request.

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Baskar Kotte

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