Management Review Meeting, How To Run It?

Management review is a systematic, formal, frequent assessment done by an organization's top managers to measure the organization's management systems' effectiveness.

The purpose of the management review meeting is to evaluate the effectiveness of your management systems and identify any potential risks or opportunities for further actions. By conducting management reviews, you will ensure that all managers are going to be aware of the organisation status, changes, risks and opportunities. Management review intends to identify potential risks and calibrate managers' knowledge with each other to ensure everyone is on the same page. Note that there are differences between management meetings and management reviews. The management meetings may incorporate day-to-day matters such as sales issues, project status, resources issues, etc. Whereas management review focuses on the requirements of the management systems.

A management system is defined as the way an organisation manages the interrelated parts of its business to achieve its objectives. ISO 9001, ISO 14001, ISO 45001, NDIS or etc can be addressed as a management system that an organisation uses to achieve its goals.

Management reviews are an essential step in running an organisation. Here are the four  tips to help you run a more effective management review

Establish The Meeting Aganda

NDIS National Disability Insurance Scheme (Quality Indicators) Guidelines 2018

Note: There are no requirements to conduct a management review according to NDIS National Disability Insurance Scheme (Quality Indicators) Guidelines 2018. This article's current proposed agenda is only from the author's point of view according to the best practices of the management systems.

1. The status of actions from previous management reviews
2. Changes in external and internal issues that are relevant to the NDIS management system
3. Opportunities for improvement
4. Information on the performance and effectiveness of the NDIS management system, including trends in: 

• NDIS participant's satisfaction and feedback from relevant interested parties
• Incidents, nonconformities, corrective actions and continual improvement
• The extent to which objectives have been met
• Fulfilment of its compliance obligations
• Monitoring and measurement results
• Consultation and participation of support workers and staff
• NDIS Internal audit results
• The issues relevant to the subcontractor's deliveries
  
• The adequacy of resources
• The effectiveness of actions taken to address risks and opportunities

ISO 9001, ISO 14001 and ISO 45001, Health, Safety, Environment and Quality Management Systems

1. The status of actions from previous management reviews;
2. Changes in external and internal issues that are relevant to the HSEQ management system;
3. Opportunities for improvement.
4. Information on the performance and effectiveness of the HSEQ management system, including trends in:

• Customer satisfaction and feedback from relevant interested parties;
• Incidents, nonconformities, corrective actions and continual improvement;
• The extent to which objectives have been met;
• Fulfilment of its compliance obligations
• Monitoring and measurement results
• Consultation and participation of workers
• Audit results;
• The performance of external providers;
• The adequacy of resources;
• The effectiveness of actions taken to address risks and opportunities

Verified Data and Records

The quality and accuracy of data are essential in helping businesses evaluate their status. Validating the accuracy of data, records, clarity, and details of data is necessary to mitigate any adverse impacts on the managers' strategic decisions. Without validating data, you run the risk of basing decisions on invalid data that are not representative of the organisation's status.

Take Minutes

Documenting the content and outcomes of the management meetings is an essential part of the review process. You can record the time, record your voice or video record the sessions. In all the above scenarios, you should have a documented action plan to plan and address potential outcomes and mitigate any adverse events that may impact the organisations integrity.

Set a Time Frame

The NDIS or HSEQ Management Systems standards have not been set in any timeframe to conduct the management reviews. Therefore, it is left to the organizations to establish their timeframe. It is recommended that the management review meetings should occur at least once a year; however, they can be held more frequently if required.

Who We Are

LMS TRG is an Exemplar Global Recognised Training Provider for courses in Management Systems Auditing. We come together from various specialist backgrounds to produce unique online learning experiences. Our team is composed of auditors, management systems consultants and providers, with over fifteen years of experience in delivering high-level quality training. We were founded with the policy of being pioneers in fully online and smart training solutions. To learn more, click here.