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ISO 9001 management review template

ISO 9001 management review template

This checklist takes you through structured ISO 9001 management reviews so you can document required inputs and outputs for compliance.

Use this template
or download pdf
ISO 9001 management review template

This checklist takes you through structured ISO 9001 management reviews so you can document required inputs and outputs for compliance.

Use this template
or download pdf

Our ISO 9001 management review template is designed for thorough quality management system evaluations that satisfy clause 9.3 requirements. It guides you through assessing your quality policy, objectives, and system performance with structured sections.

Conducting a management review is a mandatory component of ISO 9001, designed to evaluate the effectiveness of your quality management system and ensure continuous improvement. When facing an upcoming audit, you can use this template to ensure you don’t miss any required elements, saving valuable preparation time while demonstrating compliance to auditors.

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Preview of the template
Page 1
Management Review Checklist
Is the quality policy appropriate to the purpose and context of the organization?
Does the quality policy support the strategic direction of the organization?
Is the quality policy available as documented information?
Is the quality policy communicated within the organization?
Is the quality policy available to relevant interested parties, as appropriate?
Are the quality objectives established?
Are the quality objectives consistent with the quality policy?
Are the quality objectives measurable?
Do the quality objectives take into account applicable requirements?
Are the quality objectives monitored?
Are the quality objectives achieved?
Are changes to the quality management system (including the quality policy and quality objectives) needed?
Management Review Inputs
Status of actions from previous management reviews
Changes in external and internal issues that are relevant to the quality management system
Information on the performance and effectiveness of the quality management system, including trends in:
Customer satisfaction and feedback from relevant interested parties
The extent to which quality objectives have been met
Process performance and conformity of products and services
Nonconformities and corrective actions
Monitoring and measurement results
Audit results
The performance of external providers
The adequacy of resources
The effectiveness of actions taken to address risks and opportunities
Opportunities for improvement
Management Review Outputs
Opportunities for improvement
Any need for changes to the quality management system
Resource needs

Frequently asked questions

Who should participate in management reviews when using this template?

Top management must lead the review, typically including the CEO, directors, or department heads with authority to make decisions about resources and system changes. Also include your quality manager, process owners relevant to discussion topics, and internal audit representatives. The template helps structure input from each participant while ensuring all voices contribute to quality system improvement decisions.

What should you do if you identify several “no” responses on the checklist?

“No” responses aren’t necessarily failures but opportunities for improvement. Document these in the management review outputs section as action items with assigned responsibilities and deadlines. During your next review, reference these items in the “status of actions from previous reviews” section. This approach demonstrates your commitment to continuous improvement, which auditors value more than perfect scores.

How do you connect quality objectives assessment to strategic business goals using this template?

Evaluate not just whether quality objectives were met but how they support your strategic direction. Add comments explaining connections between quality achievements and business outcomes. For example, note how improved product conformity rates connect to reduced warranty claims or how customer satisfaction improvements relate to repeat business metrics. This demonstrates strategic alignment of your quality management system.

This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.