Training Module
Auditing Management Review
Audit management review inputs, decisions, follow-up, and alignment with organisational performance
Training Module
Auditing Management Review
Audit management review inputs, decisions, follow-up, and alignment with organisational performance
Training Module
Auditing Management Review
Audit management review inputs, decisions, follow-up, and alignment with organisational performance
Move from “minutes exist” to evidence that management review actually steers the system
Management review often looks compliant on paper while decisions, priorities, and follow-up are weak or disconnected from reality. This module equips auditors to test input completeness and decision quality, and to verify whether review outputs drive meaningful steering and prioritisation.
Move from “minutes exist” to evidence that management review actually steers the system
Management review often looks compliant on paper while decisions, priorities, and follow-up are weak or disconnected from reality. This module equips auditors to test input completeness and decision quality, and to verify whether review outputs drive meaningful steering and prioritisation.
Move from “minutes exist” to evidence that management review actually steers the system
Management review often looks compliant on paper while decisions, priorities, and follow-up are weak or disconnected from reality. This module equips auditors to test input completeness and decision quality, and to verify whether review outputs drive meaningful steering and prioritisation.
Training module overview
Training module overview
Training module overview
In many organisations, management review is treated as a recurring meeting with a standard agenda and a set of minutes. Audits then focus on whether the meeting happened and whether the “required inputs” are listed, while the real question is whether leadership uses the review to steer priorities, make decisions, and follow through when performance, risks, and changes demand it.
This audit add-on focuses on how to judge input completeness, decision quality, and evidence of steering across ISO management system standards. It does not teach how to design or run management review and it does not re-teach generic audit craft as these topics are covered by other modules. Instead, it provides audit trails, evidence strategies, and red-flag patterns that internal auditors and third-party auditors (including certification bodies and other independent assurance organisations) can apply consistently.
In many organisations, management review is treated as a recurring meeting with a standard agenda and a set of minutes. Audits then focus on whether the meeting happened and whether the “required inputs” are listed, while the real question is whether leadership uses the review to steer priorities, make decisions, and follow through when performance, risks, and changes demand it.
This audit add-on focuses on how to judge input completeness, decision quality, and evidence of steering across ISO management system standards. It does not teach how to design or run management review and it does not re-teach generic audit craft as these topics are covered by other modules. Instead, it provides audit trails, evidence strategies, and red-flag patterns that internal auditors and third-party auditors (including certification bodies and other independent assurance organisations) can apply consistently.
Applicable environments
This module is intended for auditors working with organisations operating a management system based on an ISO standard following the high-level structure such as ISO 9001, ISO 14001, ISO 22301, ISO/IEC 27001, ISO/IEC 27701 or ISO/IEC 42001. It focuses on requirements shared by these ISO standards.
Target audience
Target audience
Target audience
Aspiring auditors who want to audit management systems following best practices
Practising management system auditors who want to strengthen their audit knowledge, judgement, and effectiveness
Aspiring auditors who want to audit management systems following best practices
Practising management system auditors who want to strengthen their audit knowledge, judgement, and effectiveness
Decision support
Is this module for you?
It is a good fit if you…
want to learn how to assess whether management review actually steers the management system.
need to judge input completeness, decision quality, and follow-up evidence.
assess how review outputs influence priorities, risks, and improvement actions.
need to test alignment between review discussions and organisational performance.
expect to strengthen audit conclusions on leadership involvement and system steering.
want to learn how to assess whether management review actually steers the management system.
need to judge input completeness, decision quality, and follow-up evidence.
assess how review outputs influence priorities, risks, and improvement actions.
need to test alignment between review discussions and organisational performance.
expect to strengthen audit conclusions on leadership involvement and system steering.
If most of the points above apply, this module is likely a good fit.
It may not be the best fit if you…
prefer to design, facilitate, or run management review meetings.
are looking for guidance on agendas, templates, or meeting formats.
focus primarily on coaching leadership or driving improvement initiatives.
do not intend to audit management review as part of a management system.
prefer to design, facilitate, or run management review meetings.
are looking for guidance on agendas, templates, or meeting formats.
focus primarily on coaching leadership or driving improvement initiatives.
do not intend to audit management review as part of a management system.
Agenda
Agenda
Agenda
What “good auditing of management review” looks like
Input completeness: beyond a checklist
Decision quality and evidence of steering
Disconnects between review and reality
Audit trails and sampling heuristics (internal and third-party contexts)
Case-based audit simulation
Show detailed agenda...
What “good auditing of management review” looks like
Input completeness: beyond a checklist
Decision quality and evidence of steering
Disconnects between review and reality
Audit trails and sampling heuristics (internal and third-party contexts)
Case-based audit simulation
Show detailed agenda...
What “good auditing of management review” looks like
Input completeness: beyond a checklist
Decision quality and evidence of steering
Disconnects between review and reality
Audit trails and sampling heuristics (internal and third-party contexts)
Case-based audit simulation
Show detailed agenda...
Learning outcomes
Learning outcomes
Learning outcomes
Key outcomes
Assess whether management review functions as system steering, not just a scheduled meeting
Test management review input completeness for decision relevance, timeliness, and traceability across key sources
Judge decision quality by identifying evidence of prioritisation, trade-offs, escalation, and resourcing choices
Assess whether management review functions as system steering, not just a scheduled meeting
Test management review input completeness for decision relevance, timeliness, and traceability across key sources
Judge decision quality by identifying evidence of prioritisation, trade-offs, escalation, and resourcing choices
Additional capabilities
Triangulate review outputs with “reality evidence” to detect disconnects between review records and operational conditions
Apply practical audit trails and sampling heuristics to follow decisions through to execution and follow-up evidence
Identify common failure modes and formulate evidence-based audit conclusions within the audit criteria used
Triangulate review outputs with “reality evidence” to detect disconnects between review records and operational conditions
Apply practical audit trails and sampling heuristics to follow decisions through to execution and follow-up evidence
Identify common failure modes and formulate evidence-based audit conclusions within the audit criteria used
Additional benefits
Additional benefits
Additional benefits
Learning materials
Slide deck
Participant workbook
Templates & tools
Practical, reusable artefacts to apply the module directly to your organisation.
Management review evidence map (inputs → decisions → actions → follow-up)
Input completeness challenge checklist (quality tests, not “tick-box” presence)
Decision quality signals & red-flags library (steering vs reporting patterns)
Sampling heuristics sheet (sites, functions, shared services, outsourced inputs)
Optional AI prompt set for summarising review packs and tracing action follow-up (supporting, not replacing, auditor judgement)
Management review evidence map (inputs → decisions → actions → follow-up)
Input completeness challenge checklist (quality tests, not “tick-box” presence)
Decision quality signals & red-flags library (steering vs reporting patterns)
Sampling heuristics sheet (sites, functions, shared services, outsourced inputs)
Optional AI prompt set for summarising review packs and tracing action follow-up (supporting, not replacing, auditor judgement)
Confirmation
Certificate of completion
Module ID
HAM-AG-A-06
Domain
Audience
Auditor
Language
English
Delivery
Live virtual
Duration
2 h
List price
CHF 200
Excl. VAT. VAT may apply depending on customer location and status.
Delivery & learning format
Delivery & learning format
Delivery & learning format
Virtual live teaching
This module is delivered live, with a strong focus on discussion, practical application, and direct interaction with the instructor.
Sessions work through realistic examples, clarify concepts in context, and apply methods directly to participants’ organisational realities.
Custom delivery options
For organisations with specific constraints or learning objectives, the module can be adapted in format or scope, including in-house delivery and contextualised case material.
Not sure if this module is right for you?
Not sure if this module is right for you?
Not sure if this module is right for you?
For an optimal learning experience
Preparation guidance
This module is designed as part of a modular training approach. Topics are deliberately distributed across modules and are not repeated in full, in order to avoid unnecessary redundancy. Each module is self-contained and can be taken on its own. Where prior knowledge or experience is helpful, this is indicated below so you can decide whether any preparation is useful for you.
For an optimal learning experience
Preparation guidance
This module is designed as part of a modular training approach. Topics are deliberately distributed across modules and are not repeated in full, in order to avoid unnecessary redundancy. Each module is self-contained and can be taken on its own. Where prior knowledge or experience is helpful, this is indicated below so you can decide whether any preparation is useful for you.
For an optimal learning experience
Preparation guidance
This module is designed as part of a modular training approach. Topics are deliberately distributed across modules and are not repeated in full, in order to avoid unnecessary redundancy. Each module is self-contained and can be taken on its own. Where prior knowledge or experience is helpful, this is indicated below so you can decide whether any preparation is useful for you.
Assumed background
This module assumes participants can already conduct audits using sound evidence logic and professional judgement, and have a working understanding of what management review is intended to achieve.
Helpful background includes:
Audit evidence, sampling, and judgement fundamentals
Familiarity with management review purpose, typical inputs/outputs, and follow-up expectations
Ability to read performance and audit trend information at a governance level (not KPI design)
This module assumes participants can already conduct audits using sound evidence logic and professional judgement, and have a working understanding of what management review is intended to achieve.
Helpful background includes:
Audit evidence, sampling, and judgement fundamentals
Familiarity with management review purpose, typical inputs/outputs, and follow-up expectations
Ability to read performance and audit trend information at a governance level (not KPI design)
Preparatory modules
Foundational modules (depending on background)
Useful if you are new to the underlying concepts or want a shared baseline before attending this module.
Audit Foundations
Understand core audit mindset, evidence logic, materiality-based focus, and audit test plan design
7 h
Audit Foundations
Understand core audit mindset, evidence logic, materiality-based focus, and audit test plan design
7 h
Audit Foundations
Understand core audit mindset, evidence logic, materiality-based focus, and audit test plan design
7 h
Management Review
Learn the fundamentals of planning, conducting, and documenting management reviews using integrated inputs and decision-focused outputs
7 h
Management Review
Learn the fundamentals of planning, conducting, and documenting management reviews using integrated inputs and decision-focused outputs
7 h
Management Review
Learn the fundamentals of planning, conducting, and documenting management reviews using integrated inputs and decision-focused outputs
7 h
Supporting modules (optional)
Helpful if you want to deepen related skills, but not required to participate effectively.
Audit Execution: Communication & Interviewing
Learn the skills for effective interview planning, questioning, and conversation control for reliable audit evidence
7 h
Audit Execution: Communication & Interviewing
Learn the skills for effective interview planning, questioning, and conversation control for reliable audit evidence
7 h
Audit Execution: Communication & Interviewing
Learn the skills for effective interview planning, questioning, and conversation control for reliable audit evidence
7 h
Audit Reporting & Follow-up
Understand how to write evidence-based findings, structure audit reports, and follow up agreed actions to verified closure
7 h
Audit Reporting & Follow-up
Understand how to write evidence-based findings, structure audit reports, and follow up agreed actions to verified closure
7 h
Audit Reporting & Follow-up
Understand how to write evidence-based findings, structure audit reports, and follow up agreed actions to verified closure
7 h
Continuous learning
Follow-up modules
Continuous learning
Follow-up modules
Continuous learning
Follow-up modules
After completion of this module, the following modules are ideal to further deepen your competence. If you are looking for a structured learning path, modules can also be taken as part of a professional track.
Auditing Context, Scope & Boundaries
Audit the credibility of organisational context, interested parties, scope, and system boundaries, including interfaces, exclusions, multi-site structures, shared services, and outsourcing
Duration
2.5 h
List price
CHF 200
View module
Auditing Context, Scope & Boundaries
Audit the credibility of organisational context, interested parties, scope, and system boundaries, including interfaces, exclusions, multi-site structures, shared services, and outsourcing
Duration
2.5 h
List price
CHF 200
View module
Auditing Context, Scope & Boundaries
Audit the credibility of organisational context, interested parties, scope, and system boundaries, including interfaces, exclusions, multi-site structures, shared services, and outsourcing
Duration
2.5 h
List price
CHF 200
View module
Auditing Risk & Opportunity Management
Assess traceability and consistency between context, risks, controls, objectives, and risk-based decisions
Duration
3 h
List price
CHF 250
View module
Auditing Risk & Opportunity Management
Assess traceability and consistency between context, risks, controls, objectives, and risk-based decisions
Duration
3 h
List price
CHF 250
View module
Auditing Risk & Opportunity Management
Assess traceability and consistency between context, risks, controls, objectives, and risk-based decisions
Duration
3 h
List price
CHF 250
View module
Auditing Objectives, KPIs & Performance Evaluation
Audit objectives, key performance indicators, and performance evaluation evidence across ISO management system standards
Duration
2 h
List price
CHF 200
View module
Auditing Objectives, KPIs & Performance Evaluation
Audit objectives, key performance indicators, and performance evaluation evidence across ISO management system standards
Duration
2 h
List price
CHF 200
View module
Auditing Objectives, KPIs & Performance Evaluation
Audit objectives, key performance indicators, and performance evaluation evidence across ISO management system standards
Duration
2 h
List price
CHF 200
View module
Auditing Documented Information
Audit fitness for use, consistency, and credibility of documented information across policies, procedures, and evidence
Duration
2 h
List price
CHF 200
View module
Auditing Documented Information
Audit fitness for use, consistency, and credibility of documented information across policies, procedures, and evidence
Duration
2 h
List price
CHF 200
View module
Auditing Documented Information
Audit fitness for use, consistency, and credibility of documented information across policies, procedures, and evidence
Duration
2 h
List price
CHF 200
View module
Auditing Corrective Action & Continual Improvement
Audit judgement for root cause credibility, corrective action effectiveness, and evidence of learning-based improvement across ISO management system standards
Duration
2 h
List price
CHF 200
View module
Auditing Corrective Action & Continual Improvement
Audit judgement for root cause credibility, corrective action effectiveness, and evidence of learning-based improvement across ISO management system standards
Duration
2 h
List price
CHF 200
View module
Auditing Corrective Action & Continual Improvement
Audit judgement for root cause credibility, corrective action effectiveness, and evidence of learning-based improvement across ISO management system standards
Duration
2 h
List price
CHF 200
View module
Ready to improve your management systems?
We support continuous improvement by embedding ISO requirements into everyday practice and daily operations.
Ready to improve your management systems?
We support continuous improvement by embedding ISO requirements into everyday practice and daily operations.
Ready to improve your management systems?
We support continuous improvement by embedding ISO requirements into everyday practice and daily operations.