HFORM09: Management Review Template¶
Form Reference: HFORM09 Version: 1.0 Classification: CRGI Information Form Owner: Sean Ashton, Operations Manager Purpose: Document management review meetings per ISO 9001:2015 Clause 9.3 to evaluate the continuing suitability and effectiveness of the Integrated Management System. Captures review inputs, outputs, decisions, and KPI performance.
Document Control¶
| Version | Date | Author | Changes |
|---|---|---|---|
| 1.0 | 10/03/2026 | Sean Ashton | Initial creation |
1. Meeting Details¶
| Field | Details |
|---|---|
| Review Reference | MR-____-______ |
| Review Date | ________________ |
| Review Type | ☐ Quarterly ☐ Annual ☐ Ad-hoc |
| Scheduled Date | ________________ |
| Meeting Location | ☐ Virtual (Teams) ☐ In-person ☐ Hybrid |
| Duration (minutes) | ________________ |
| Chair | ________________ |
2. Attendees¶
| Name | Role | Present | Absent |
|---|---|---|---|
| ________________ | ________________ | ☐ | ☐ |
| ________________ | ________________ | ☐ | ☐ |
| ________________ | ________________ | ☐ | ☐ |
| ________________ | ________________ | ☐ | ☐ |
| ________________ | ________________ | ☐ | ☐ |
3. Review Inputs – ISO 9001:2015 Clause 9.3.2¶
3.1 Status of Previous Actions¶
Actions from Last Review (MR-____-______):
| Action ID | Description | Owner | Status | Comments |
|---|---|---|---|---|
| _______ | ________________ | ________________ | ☐ Complete ☐ In-Progress ☐ Overdue |
________________ |
| _______ | ________________ | ________________ | ☐ Complete ☐ In-Progress ☐ Overdue |
________________ |
| _______ | ________________ | ________________ | ☐ Complete ☐ In-Progress ☐ Overdue |
________________ |
3.2 Changes in External & Internal Issues¶
External Issues Review (PESTLE/VUCA):
- Political/Regulatory changes: ________________________________________________________________________________
- Economic factors: ________________________________________________________________________________
- Social/Market changes: ________________________________________________________________________________
- Technological developments: ________________________________________________________________________________
- Legal/Compliance updates: ________________________________________________________________________________
- Environmental trends: ________________________________________________________________________________
Internal Changes:
Organisational structure changes: ☐ Yes
☐ No – Details: ________________________________________________________________
Process changes: ☐ Yes
☐ No – Details: ________________________________________________________________
Technology/Systems changes: ☐ Yes
☐ No – Details: ________________________________________________________________
Staffing changes: ☐ Yes
☐ No – Details: ________________________________________________________________
Strategic direction shifts: ☐ Yes
☐ No – Details: ________________________________________________________________
3.3 Customer Feedback Summary (from HREG15)¶
Overall Customer Satisfaction: ______/10 Net Promoter Score (NPS): ______/10
| Feedback Category | Count | Sentiment |
|---|---|---|
| Positive Feedback | ____ | ☐ Increase ☐ Stable ☐ Decrease |
| Complaints | ____ | ☐ Increase ☐ Stable ☐ Decrease |
| Compliments | ____ | ☐ Increase ☐ Stable ☐ Decrease |
| Suggestions | ____ | ☐ Actionable ☐ Noted |
Key Customer Insights:
Complaints Summary (Trend): ________________________________________________________________________________
3.4 Audit Results (from HREG07)¶
Last Internal Audit Reference: __________ Date: __________
| Audit Type | Findings Count | Conformance Rating | Status |
|---|---|---|---|
| Quality (ISO 9001) | ____ | ☐ Fully ☐ Largely ☐ Partially ☐ Non |
________________ |
| Environmental (ISO 14001) | ____ | ☐ Fully ☐ Largely ☐ Partially ☐ Non |
________________ |
| H&S (ISO 45001) | ____ | ☐ Fully ☐ Largely ☐ Partially ☐ Non |
________________ |
Non-Conformances: __________ Observations: __________
Audit Recommendations Status:
☐ All actions complete
☐ Actions in progress – Target completion: __________________
☐ Outstanding actions – Escalation required: ☐ Yes
☐ No
3.5 Process Performance & Conformity¶
Quality Metrics:
| Process | Target | Current | Status | Trend |
|---|---|---|---|---|
| Design Review Completion | ___% | ___% | ☐ On-track ☐ At-risk ☐ Failed |
☐ ↑ ☐ → ☐ ↓ |
| Client Satisfaction | ___% | ___% | ☐ On-track ☐ At-risk ☐ Failed |
☐ ↑ ☐ → ☐ ↓ |
| Document Control | ___% | ___% | ☐ On-track ☐ At-risk ☐ Failed |
☐ ↑ ☐ → ☐ ↓ |
| Process Compliance | ___% | ___% | ☐ On-track ☐ At-risk ☐ Failed |
☐ ↑ ☐ → ☐ ↓ |
3.6 Non-Conformances & Corrective Actions (from HREG08)¶
| NC Ref | Description | Root Cause | Corrective Action | Owner | Target Date | Status |
|---|---|---|---|---|---|---|
| ______ | ________________ | ________________ | ________________ | ________________ | __________ | ☐ Complete ☐ In-Progress |
| ______ | ________________ | ________________ | ________________ | ________________ | __________ | ☐ Complete ☐ In-Progress |
3.7 Monitoring & Measurement Results¶
System Performance Indicators (from HREG05):
| Indicator | Target | Result | Period | Status |
|---|---|---|---|---|
| ________________ | ____ | ____ | ____/20__ | ☐ ✓ ☐ ✗ |
| ________________ | ____ | ____ | ____/20__ | ☐ ✓ ☐ ✗ |
| ________________ | ____ | ____ | ____/20__ | ☐ ✓ ☐ ✗ |
3.8 Supplier/Partner Performance (from HREG10)¶
Key Suppliers Reviewed:
| Supplier Name | Performance Rating | Issues | Actions |
|---|---|---|---|
| ________________ | ☐ Excellent ☐ Good ☐ Acceptable ☐ Poor |
☐ Yes ☐ No | ________________ |
| ________________ | ☐ Excellent ☐ Good ☐ Acceptable ☐ Poor |
☐ Yes ☐ No | ________________ |
3.9 Resource Adequacy¶
Personnel & Competence: ________________________________________________________________________________
Infrastructure & Systems: ________________________________________________________________________________
Training Needs Identified: ☐ Yes
☐ No – Details: ________________________________________________________________
3.10 Effectiveness of Risk & Opportunity Actions (from HREG01)¶
Risk & Opportunity Register Status (HREG01):
Total registered risks: ____ | Mitigated: ____ | Active: ____ | New: ____
Critical Risks Requiring Review:
| Risk ID | Description | Mitigation Status | Owner | Review Action |
|---|---|---|---|---|
| ______ | ________________ | ☐ On-track ☐ At-risk ☐ Escalate |
________________ | ________________ |
3.11 Environmental Performance (from HREG02)¶
Key Environmental Aspects:
| Aspect | Performance | Status | Comments |
|---|---|---|---|
| Energy consumption | ____ kWh | ☐ Reduced ☐ Stable ☐ Increased |
________________ |
| Waste generation | ____ kg | ☐ Reduced ☐ Stable ☐ Increased |
________________ |
| Water usage | ____ litres | ☐ Reduced ☐ Stable ☐ Increased |
________________ |
| Carbon footprint | ____ tonnes CO₂e | ☐ Reduced ☐ Stable ☐ Increased |
________________ |
3.12 Occupational Health & Safety Performance (from HREG09 & HREG03)¶
H&S Incidents (HREG03):
Total incidents: ____ | RIDDOR reportable: ____ | Lost time: ____ days
H&S Metrics (HREG09):
| Metric | Target | Current | Status |
|---|---|---|---|
| Lost Time Injury Frequency Rate (LTIFR) | ____ | ____ | ☐ On-track ☐ At-risk |
| Total Recordable Incident Rate (TRIR) | ____ | ____ | ☐ On-track ☐ At-risk |
| DSE Assessments Completed | ____ % | ____ % | ☐ On-track ☐ At-risk |
| H&S Training Compliance | ____ % | ____ % | ☐ On-track ☐ At-risk |
Incident Summary:
4. Review Outputs – ISO 9001:2015 Clause 9.3.3¶
4.1 Improvement Opportunities Identified¶
Opportunities for IMS Improvement:
Innovation/Continuous Improvement Ideas:
☐ Process improvements ☐ Technology implementation ☐ Service/product enhancements ☐ Cost reduction initiatives ☐ Capability development
Identified Improvements:
| Opportunity | Owner | Priority | Target Review |
|---|---|---|---|
| ________________ | ________________ | ☐ High ☐ Medium ☐ Low |
__________ |
| ________________ | ________________ | ☐ High ☐ Medium ☐ Low |
__________ |
4.2 Need for IMS Changes¶
Policy Changes Required: ☐ Yes
☐ No – Details: ________________________________________________________________
Procedure Changes Required: ☐ Yes
☐ No – Details: ________________________________________________________________
Process Changes Required: ☐ Yes
☐ No – Details: ________________________________________________________________
Scope Changes: ☐ Yes
☐ No – Details: ________________________________________________________________
4.3 Resource Needs¶
Personnel Requirements:
☐ Additional staff needed ☐ Training/upskilling required ☐ External expertise required
Infrastructure/Technology Needs:
☐ System upgrades required ☐ Equipment/tools needed ☐ Software/tools implementation
Financial Resource Requirements: ________________________________________________________________________________
5. Decisions & Actions¶
| Decision/Action | Details | Owner | Target Date | Priority | Status |
|---|---|---|---|---|---|
| ________________ | ________________ | ________________ | __________ | ☐ High ☐ Medium ☐ Low |
☐ New ☐ In-Progress |
| ________________ | ________________ | ________________ | __________ | ☐ High ☐ Medium ☐ Low |
☐ New ☐ In-Progress |
| ________________ | ________________ | ________________ | __________ | ☐ High ☐ Medium ☐ Low |
☐ New ☐ In-Progress |
6. Key Performance Indicators (KPI) Review (from HREG05)¶
| KPI | Target | Current | Period | Status | Trend | Comments |
|---|---|---|---|---|---|---|
| ________________ | ____ | ____ | ____/20__ | ☐ ✓ ☐ ✗ | ☐ ↑ ☐ → ☐ ↓ | ________________ |
| ________________ | ____ | ____ | ____/20__ | ☐ ✓ ☐ ✗ | ☐ ↑ ☐ → ☐ ↓ | ________________ |
| ________________ | ____ | ____ | ____/20__ | ☐ ✓ ☐ ✗ | ☐ ↑ ☐ → ☐ ↓ | ________________ |
| ________________ | ____ | ____ | ____/20__ | ☐ ✓ ☐ ✗ | ☐ ↑ ☐ → ☐ ↓ | ________________ |
| ________________ | ____ | ____ | ____/20__ | ☐ ✓ ☐ ✗ | ☐ ↑ ☐ → ☐ ↓ | ________________ |
7. Overall IMS Effectiveness Assessment¶
Rating: ☐ Highly Effective
☐ Effective
☐ Partially Effective
☐ Ineffective
Management Commentary:
8. Next Management Review¶
Planned Review Date: __________________
Scheduled Review Frequency: ☐ Quarterly
☐ Semi-Annual
☐ Annual
Preliminary Topics for Next Review:
9. Sign-Off¶
| Role | Name | Signature | Date |
|---|---|---|---|
| Review Chair (Operations Manager) | ________________ | ________________ | __________ |
| CEO | ________________ | ________________ | __________ |
| Management Representative | ________________ | ________________ | __________ |
10. Distribution¶
Distribute to: - ☐ All Management Review Attendees - ☐ Extended Management Team - ☐ Relevant Process Owners - ☐ Compliance file (HREG07) - ☐ Employee communication (summary)
RETENTION: 7 years STORAGE: Secure SharePoint site – /HSQEMS/ManagementReview/ ACCESS: Management Team, Operations Manager, Auditors CLASSIFICATION: CRGI Information
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