Management Review Meeting, How To Run It?

Management review is a systematic, formal, frequent assessment of top managers to measure the effectiveness of the organisation's management systems.

The management review meeting aims to evaluate your management systems' effectiveness and identify any potential risks or opportunities for further action. By conducting management reviews, you will ensure that all managers know the organisation's 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, project status, resources, etc. Whereas management review focuses on the requirements of the management systems.

A management system is defined as how an organisation manages the interrelated parts of its business to achieve its objectives. ISO 9001, ISO 14001, ISO 45001, NDIS, etc can be addressed as an organisation's management system 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 Agenda

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 is necessary to mitigate any adverse impacts on the managers' strategic decisions. Without validating data, you risk basing decisions on invalid data 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, 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 organisation's 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.

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