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    Sample Management Review Checklist

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    poetoet
    The document is a sample management review checklist that is used to evaluate the overall effectiveness of a Business Management System (BMS). It lists the required attendance and agenda items that must be reviewed at least quarterly, including results of audits, customer feedback, key performance indicators, corrective actions, and the adequacy of the BMS. Any new action items that arise from the review discussion are recorded on the checklist for tracking and completion.

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    © All Rights Reserved
    Download as DOC, PDF, TXT or read online from Scribd

    Sample Management Review Checklist

    Uploaded by

    poetoet
    808 views4 pages
    The document is a sample management review checklist that is used to evaluate the overall effectiveness of a Business Management System (BMS). It lists the required attendance and agenda items that must be reviewed at least quarterly, including results of audits, customer feedback, key performance indicators, corrective actions, and the adequacy of the BMS. Any new action items that arise from the review discussion are recorded on the checklist for tracking and completion.

    Original Description:

    Management Review

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    The document is a sample management review checklist that is used to evaluate the overall effectiveness of a Business Management System (BMS). It lists the required attendance and agenda items that must be reviewed at least quarterly, including results of audits, customer feedback, key performance indicators, corrective actions, and the adequacy of the BMS. Any new action items that arise from the review discussion are recorded on the checklist for tracking and completion.

    Copyright:

    © All Rights Reserved
    Download as DOC, PDF, TXT or read online from Scribd
    Download as doc, pdf, or txt
    808 views4 pages

    Sample Management Review Checklist

    Uploaded by

    poetoet
    The document is a sample management review checklist that is used to evaluate the overall effectiveness of a Business Management System (BMS). It lists the required attendance and agenda items that must be reviewed at least quarterly, including results of audits, customer feedback, key performance indicators, corrective actions, and the adequacy of the BMS. Any new action items that arise from the review discussion are recorded on the checklist for tracking and completion.

    Copyright:

    © All Rights Reserved
    Download as DOC, PDF, TXT or read online from Scribd
    Download as doc, pdf, or txt
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    The document outlines a management review checklist used to evaluate the effectiveness of a business management system. It includes reviewing audit results, customer feedback, key performance indicators, corrective actions, and developing new action items.

    The purpose of the management review checklist is to evaluate the overall effectiveness of the business management system and to develop action items resulting from the review.

    Items reviewed during the management review meetings include audit results, customer feedback, key performance indicators, continual improvement programs, preventive action systems, corrective actions, business changes, product conformance, environmental performance, supplier performance, and the adequacy of the business management system.

    SAMPLE Management Review Checklist

    Status:

    Rev. Date:

    Dept. of Origin:

    Meeting Date:

    Document Number

    Page 1 of 4

    Meeting Title:

    Purpose: To evaluate overall BMS effectiveness. Actions resulting from the management review are noted on the
    Action Items page of this checklist. This checklist also acts as an agenda. All subjects must be reviewed at least
    quarterly. Items that are not applicable to a location may be noted as appropriate. Attach supporting
    documentation. Forward minutes of review meeting to local BMS Management Representatives.
    Required Attendance: The manager, director or VP of the process being reviewed, the plant manager (where
    applicable) and the Management Representative are required to attend all review meetings. Record attendance
    below.

    Name

    Agenda
    Item
    Ref.#

    Title

    Name

    Follow up action items from last meeting


    Action item:

    When:
    Who:

    Status:
    Action item:

    When:
    Who:

    Status:
    Action item:

    When:
    Who:

    Status:
    Action item:

    When:
    Who:

    Status:
    Action item:

    When:
    Who:

    Status:

    CONFIDENTIAL

    Title

    SAMPLE Management Review Checklist


    Status:

    Rev. Date:

    Document Number

    Dept. of Origin:

    Page 2 of 4

    Agenda Items Covered During this Meeting

    Results of Audits performed during the time period (Internal, External, Compliance, etc)
    1

    Reporting Responsibility / Process Owner:


    Items/records reviewed:
    Discussion Results:

    Audit process is effective but needs action Effective No action required

    Not effective Action required

    Customer Feedback (surveys, concerns, complaints, positives, customer visits)


    2

    Reporting Responsibility / Process Owner:


    Items/records reviewed:
    Discussion Results:

    Process is effective, but needs action Effective No action required Not effective Action required
    Key Process Performance Indicators (Review of facility and/or corporate objectives and targets, Cost of Poor Quality)
    3

    Reporting Responsibility / Process Owner:


    Items/records reviewed:
    Discussion Results:

    Action Required No action required


    Continual Improvement Programs (review of 6S, Lean, Kaizen, and/or Preventive action project status)
    4

    Reporting Responsibility / Process Owner:


    Items/records reviewed:
    Discussion Results:

    Process is effective, but needs action Effective No action required Not effective Action required
    Status of Preventive Action Systems (preventive maintenance programs, contingency plans, etc.)
    5

    Reporting Responsibility / Process Owner:


    Items/records reviewed:
    Discussion Results:

    Process is effective, but needs action Effective No action required Not effective Action required
    Status of Corrective Actions (open items, closed, update on long term open items)
    6

    Reporting Responsibility / Process Owner:


    Items/records reviewed:
    Discussion Results:

    Process is effective, but needs action Effective No action required Not effective Action required
    Current State of the Business (any foreseeable changes that would impact the BMS including new legislation, technology, etc.)
    7

    Reporting Responsibility / Process Owner:


    Items/records reviewed:
    Discussion Results:

    Action Required No action required

    CONFIDENTIAL

    SAMPLE Management Review Checklist


    Status:

    Rev. Date:

    Document Number

    Dept. of Origin:

    Product Conformance (restrictions, conditions, delivery timing, premium freight charges)


    8

    Reporting Responsibility Process Owner:


    Items/records reviewed:
    Discussion Results:

    Process is effective, but needs action Effective No action required Not effective Action required
    Environmental Performance (Incidents, reports, external communications, etc.)
    9

    Reporting Responsibility / Process Owner:


    Items/records reviewed:
    Discussion Results:

    Process is effective, but needs action Effective No action required Not effective Action required
    Supplier Performance (product quality, delivery issues, supplier development)
    10

    Reporting Responsibility / Process Owner:


    Items/records reviewed:
    Discussion Results:

    Process is effective, but needs action Effective No action required Not effective Action required

    11

    Adequacy and awareness of the Business Policy


    Reporting Responsibility / Process Owner:
    Items/records reviewed:
    Discussion Results:

    Action Required No action required

    12

    Safety / Accidents / Incidents


    Reporting Responsibility / Process Owner:
    Items/records reviewed:
    Discussion Results:

    Action Required No action required

    13

    Equipment Issues (utilization & performance)


    Reporting Responsibility / Process Owner:
    Items/records reviewed:
    Discussion Results:

    Action Required No action required

    14

    Product / Process Development Concerns / Issues (Specific projects, etc.)


    Reporting Responsibility / Process Owner:
    Items/records reviewed:
    Discussion Results:

    Process is effective, but needs action Effective No action required Not effective Action required

    15

    Adequacy of Location BMS (plant audit results, operations report, etc.)


    Reporting Responsibility / Process Owner:
    Items/records reviewed:
    Discussion Results:

    Action Required No action required

    CONFIDENTIAL

    Page 3 of 4

    SAMPLE Management Review Checklist


    Status:
    Agenda
    Item
    Ref.#

    Rev. Date:

    Dept. of Origin:

    Document Number

    Page 4 of 4

    New Action Item Detail (Action items are recorded and tracked on the location-specific website under Action Items)
    Action item:

    When:
    Who:

    Action item:

    When:
    Who:

    Action item:

    When:
    Who:

    Action item:

    When:
    Who:

    Action item:

    When:
    Who:

    CONFIDENTIAL

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