FREE Download API Q1 Management Review Template

Keep Your Management Review on Track

An ISO 9001 management review should be more than a meeting or a completed agenda. Top management must review QMS performance, evaluate whether the system remains effective, and make decisions about improvements, changes, and needed resources.

This ISO 9001 management review template provides an organized format for preparing the meeting and recording what management actually discussed. It is aligned with ISO 9001:2015, Clause 9.3, and can be adjusted to fit your organization’s size, processes, objectives, and review schedule.

What Does the Template Cover?

The template includes sections for the management review inputs and outputs required by ISO 9001. It helps your team review:

• Actions from previous management reviews
• Changes in internal and external issues
• Customer satisfaction and interested-party feedback
• Quality objectives and performance results
• Process performance and product or service conformity
• Nonconformities and corrective actions
• Monitoring, measurement, and audit results
• External-provider performance
• Risks, opportunities, resources, and improvement needs

Each section provides space to identify the information reviewed, summarize the discussion, record conclusions, and assign follow-up actions.

Review Quality Objectives and Performance

The ISO 9001 management review template includes a table for recording each quality objective, its measurement method, target, actual result, and whether the target was achieved. When a target is missed, management can document the reason and assign an action owner.

This format helps demonstrate that management evaluated QMS performance instead of simply receiving reports.

Document Decisions and Follow-Up Actions

Management review outputs should clearly identify decisions related to improvement opportunities, QMS changes, and resource needs. The included action log records:

• The required action or output
• The responsible owner
• The due date
• Current status
• Effectiveness and follow-up notes

The template also includes meeting details and approval fields, creating one complete record of the management review.

Who Should Use This Template?

This download can help:

• Top management
• Quality management representatives
• ISO 9001 implementation teams
• Management review facilitators
• Organizations preparing for certification or surveillance audits

Complete an initial draft before the meeting using current audit results, performance data, customer feedback, supplier information, and corrective-action records. Update it during the meeting so the final document reflects the actual discussion and decisions.