QMS Management Review Meeting Minutes Word Template

by Kishan Tambralli

The QMS management review meeting minutes is a vital part of any organization's operations. This meeting is used to assess the organization's progress, identify problems and potential solutions, and make decisions to help the company move forward. The minutes from this meeting are a valuable record of what was discussed and decided during the session. The board of directors are responsible for reviewing the company's management and overseeing its strategic direction. This involves holding regular meetings where the panel discusses its performance and makes decisions about its future. The minutes from these meetings record what was discussed and decided and can be used as a reference later. 

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Why Are Management Reviews Critical?

A management review is a meaningful way to assess the overall health of your business. During a management review, key stakeholders come together to discuss critical issues and make decisions that will affect the company's future. It benefits an organization in many ways like:

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  • Increases job satisfaction: Employees are happier and more productive when they have access to frequent feedback. Regular discussions will increase management's understanding of employees' concerns. This enables employees to be more engaged and driven to succeed.
  • Greater clarity in objectives: Due to lack of communication, employees don't know what is expected of them and why they are doing the assigned tasks. This makes them less productive and less critical. Creating SMART (Specific, Measurable, Achievable, Relevant, Time-bound) objectives and regularly communicating them with your team keeps your team motivated and makes them more confident of achieving goals.
  • More efficient than annual reviews: Regular performance reviews are more effective than annual reviews. Annual reviews take a lot of time, whereas performance reviews are short, which resolves minor issues that may prevent negative consequences in the long run.

How To Design An Agenda For A Successful Team Meeting?

Agenda of Successful QMS Management Review Team Meeting
  • Seek input from team members: If you expect engagement from your team, make sure the agenda includes the items that reflect their needs. Ask for agenda items to be included and the purpose of having them. If you disagree with their inputs, politely deny and explain your reasoning.
  • Select topics that matter to the team: Team meeting is difficult to schedule since it requires the time and effort of everyone. For these meetings to be productive, everyone must select topics that matter to them. This way, everyone can share their thoughts and ideas on the topic at hand.
  • Clarify expectations and responsibilities: If you want your meeting participants to prepare beforehand, inform them beforehand and allot them the required time to prepare for the meeting. Inform them in advance rather than questioning them during the forum if you need someone's help to support you with data.
  • Estimate the time required for each topic: Calculate the time needed to bring out the idea, answer questions, brainstorm. Often leaders underestimate the amount of time needed which leads to back outs during meetings. Another benefit would be that team members can adapt their queries and suggestions as per the timeline they would like to share during the session.
  • Get feedback: No matter how successful the meeting goes, there is always room for improvement. Your feedback can include the following questions:
  1. Are the topics relevant to the participants?
  2. Did we miss anything important?
  3. What are the topics that need to be taken forward to the next meeting?
ISO 9001
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Steps To Make The Most Of QMS Management Review Meeting Minutes:

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  • What, when, and who: A QMS management review meeting template should be prepared in advance. You need to decide how it will be taken, who will be responsible for hosting it, and what will be discussed.
  1. When - Set a schedule
    There are no fixed requirements for the frequency of the review, but it is recommended to conduct reviews quarterly or half-yearly. It also makes sense to conduct review meetings around the organization's fiscal year as the financial performance will impact the budgets available for investment.
  2. What - Write an agenda
    One of the most important aspects of a successful meeting is having an agenda. An agenda helps ensure that all topics are covered and that everyone has a clear understanding of what will be discussed. It can also help keep meetings on track and prevent them from running too long.
  3. Who - Document the attendees
    Once you write an agenda, you need to discuss them with the right people. Of course, most people who attend the meeting belong to the management, but there can also be room for employees interested in knowing the management decisions.
  • Record the information: Documenting the ideas and results of your management meetings will take some minutes throughout the meeting. It would be best to assign someone quick to grasp concepts and jot down essential topics. 
  • Examine the evidence: Management decisions rely on data and facts, which should be evaluated thoroughly before making an informed decision. The evidence brought to the management should include:
  1. Management system documents.
  2. Internal and external audit reports.
  3. Records including client’s feedback, the correction action log.
  • Look at trends: To keep your QMS management review meeting system updated, you need to focus on trends inside and outside your business. Trends can be issues or opportunities in your business that may often go unnoticeable. You also need to discuss the problems that may not affect your business currently but may lead to potential threats down the line.
  • Reports: These include the summary or crucial points discussed during the meeting that should be worked upon. They include:
  1. Any ideas to improve the current business processes.
  2. Any amendments to business plans.
  3. Any changes to the policies and processes.
ISO 9001