9.3 Management Review explained (ISO 9001:2015)

What is a management review for ISO 9001? The management review process requires Top management to periodically review the QMS to ensure its continuing suitability, adequacy, effectiveness and alignment with the strategic direction of the organization.

ISO 9001:2015 ISO 9001:2008 Summary of Changes
9.3 Management review 5.6 Management review Title only

Why undertake management reviews?

  1. Determine and evaluate QMS performance
  2. Determine the need for change and improvement
  3. Determine the suitability of the policies and the objectives

The purpose and final outcome of the management review should be continual improvement of the QMS. As your organization’s QMS increases in its effectiveness and efficiency, your performance will likewise increase.

Management review

When should we schedule a management review?

The frequency or intervals of reviews must be defined in the QMS.

Aim to do a management review at least once a year or more often if appropriate. Little and often is best; there is nothing to say that you have to go through the full agenda each time, nor is there any need to duplicate effort if you cover certain aspects as part of other management meetings.


What should be reviewed?

Internal and external issues should be discussed - and their potential effect on the strategic direction of the organization.


  1. Minutes from previous management reviews
  2. The policies, objectives and targets
  3. Results of QMS and process audits
  4. The extent to which objectives and the numeric targets were met
  5. Assessment of risk management actions


  1. New or proposed legislation or regulations
  2. External providers and suppliers performance
  3. Changing expectations/requirements of relevant interested parties
  4. New or modified activities, products, or services
  5. Advances in technology and science
  6. Changing market preferences of buyers

9.3.2 Management Review Inputs (Agenda)

The management review process must ensure that the necessary information is collected ahead of time to allow management to effectively perform the review.

The management review process should focus on the following inputs:

  1. Risks and opportunities (Clause 6.1)
  2. Possible changes that might affect the system (Clause 6.3)
  3. External provider and suppliers performance (Clause 8.4)
  4. Customer satisfaction and perception (Clause 9.1.2)
  5. Audit results (Clause 9.2)
  6. Non-conformity and corrective actions (Clause 10.2)

9.3.3 Management Review Outputs (Minutes/Actions)

All management reviews must be documented. Observations, conclusions, and recommendations for further necessary action from the review must be recorded. If any corrective action must be taken, Top management should follow up to ensure that the action was effectively implemented.

Auditors should expect to evidence the same outputs from management reviews as ISO 9001:2008 Clause 5.6.3, however, they should note that the results of management reviews can now be held in any format that the organization chooses.

Typical outputs might include:

  1. Process improvement actions
  2. QMS improvement actions
  3. Product improvement actions
  4. Resource provision actions
  5. Revised business plans and budgets
  6. Changes to quality objectives and policies
  7. Management meeting minutes

Management review meeting minutes should be retained as documented information.

How's best to document management reviews?

It is not a mandatory requirement to document the management review procedure for achieving ISO 9001:2015 certification, however, if the management review process is vital in achieving product quality; you may find a documented procedure useful.

Develop and implement a management review procedure that defines:

  • Management review responsibilities
  • Management review scheduling
  • Management review inputs
  • Management review outputs

management review procedure

Measuring management review effectiveness

The management review process can be measured by assessing the effectiveness of key decisions/outputs; e.g. budgetary changes, forecasts, revised resources plans or changes to the quality policy or objectives.

Management review outputs are intended to improve your business; auditors will look for evidence that this is being achieved.


ISO 9001 Clauses - CHECK

Written: 21st March 2018
Author: Richard Keen
Updated: 3rd June 2019

Richard Keen

Richard Keen

Richard is our Compliance Director, responsible for content & product development.
But most importantly he is ISO's biggest fanboy and a true evangelist of the standards.
Learn more about Richard

ISO templates

Don’t Try to Manage It All Alone!

Our ISO Auditors and Quality Manager Trainers have been in this industry for years, and since 2002 we’ve been providing thousands of small businesses and large corporations with the tools they need to get certified.

Instead of trying to create everything you need to follow this process from scratch, use ours. We have procedures, templates, checklists, process maps, forms and gap analysis tools to help you control your documented information without missing a single input or output.

Before you invest all the hours reinventing the wheel, before you spend countless dollars outsourcing the task — try our templates.


Control of Management Reviews Procedure

  1. Procedure - view sample
  2. Process Activity Map
  3. Meeting Minutes
  4. Process Map
$19 add to cart

Control of Management Reviews Procedure PLUS Template

  1. Everything in first package, PLUS…
  2. Implementation Checklist
  3. Guidance, including Planning & Frequency, Input Requirements, Output Requirements
  4. Agenda
  5. Minutes Form - view sample

Everything you need to prepare for, manage and document your Management Reviews without missing a single input or output.

$35 add to cart
  • Supplied as fully-editable MS Word or Excel files
  • All the templates use styles – making reformatting and rebranding a breeze
  • Immediate download

Pay by Credit Card, Debit Card, PayPal or Apple Pay.
Credit card, PayPal or ApplePay

Are The Templates Suitable For You?

Bought by Small Businesses and Large Corporations our templates have been sold online and CD since 2002.

Used by:

  • Small Businesses – dentists, accountants, engineers
  • Large Organizations – hospitals, power plants, aircraft manufacturers

The Templates are used by first timers following our step-by-step, clause-by-clause guidance documents; and experienced Quality Managers wishing to streamline and improve their existing documentation.

The application of our templates is scalable and generic; regardless of the size and type of organization. The elements that form the quality management system are the same.

Five Reasons To Choose Our Templates

1. Our customizable templates save you time and money by offering a streamlined process to create your quality documentation

2. They’ve got everything you need in one simple template

3. Proven to work our templates have helped thousands of businesses big and small achieve certification

4. Documents use styles to make reformatting and rebranding a breeze

5. Our templates are generalizable for any industry or sector. The application of our templates is scalable and generic; regardless of the size and type of organization.

Recent Clients

Please view our Client list.

ISO 9001 Client images

Any Questions?

Please use the chatbox on the bottom right for any FAQs about:

  • The buying process
  • Security
  • Payment and Billing
  • Downloading and Delivery
  • Document Format
  • Systems Requirements
  • Other Support

Or, email info@iso-9001-checklist.co.uk or call us on 0845 054 2886 if you have any questions about our ISO Procedures and Templates and how they can help you.