Published 30 Oct 2025
Article by
3 min read
What is a Management Review Template?
A management review template is a tool used to prepare, track, and document meeting points and management system review details for compliance monitoring and standard recordkeeping. Often, management review templates are used in assessing a company’s or a business’s Quality Management System (QMS), especially when preparing for certification in or maintaining compliance with the QMS standard created by the International Organization for Standardization (ISO) called the ISO 9001.
Why Use One
An organization’s top management often does the management review on a regular basis. Similar to a management audit, this process ultimately aims to keep an organization’s management systems in check, ensuring that the guidelines and standards stated therein are appropriate, adequate, and effective to the needs and goals of the organization. Some examples of where this is applicable are when reviewing a Quality Management System (QMS) and an Environmental Management System (EMS).
Since the overall management review entails a complex, in-depth process, having a poor system of documentation and monitoring can lead to missed opportunities for improvement and growth. Apart from that, management reviews are ideally conducted regularly. Hence, having a standard template to use during such reviews helps keep every detail accounted for and addresses points for improvement in an organization’s management system.
What Should be Included in a Management Review Template?
The general sections that must be included in a management review template are the following:
Title or Information Page
The first part of your template should let you lay down the most basic information about the management review to be conducted. You may choose to include these details:
General instructions
Facilitator
Date of review
Location where the review is conducted
Attendees of the management review meeting
General reminders
Separate Sections for Management Review Inputs
You must also include dedicated sections for the specific areas you need to review in your management system. To help you get started, these are the key parts and components you can include in your management review:
Quality Policy
Internal Audit Results
Corrective and Preventive Actions (CAPA)
Needed Resources
Employee Training Initiatives
External Providers/Suppliers
Subcontractors
Quality Objectives, Data, and Goals
Customer Feedback
Overall QMS
General Recommendations for Improvement
Completion Page
The final part of your template must allow you to finalize the management review by indicating the following details:
Follow-ups List
Follow-up Management Review Meeting Date
Sign-off
Management Review Template PDF Example
Now that you know the most important sections and details to include, here’s an example of a filled-out management review report template in PDF format:
