Training Module
Auditing Management Review
Assess whether management review credibly steers organisational priorities, risks & improvement
Training module overview
Management review is intended to provide leadership oversight and direction for the management system. In practice, organisations often conduct recurring meetings with standard agendas while real steering decisions occur elsewhere or follow-up actions remain weak.
This module develops the capability to audit whether management review credibly steers the system. Participants first review how management review is expected to function within management systems and then learn how auditors test input completeness, evaluate decision quality, and verify whether review outputs translate into actions and priorities.
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
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…
audit whether management review genuinely 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.
want 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 or facilitate management review meetings.
are looking for guidance on agendas, templates, or meeting formats.
focus primarily on leadership coaching or improvement facilitation.
do not intend to audit management review as part of a management system.
Agenda
Foundations of management review in management systems
What effective auditing of management review looks like
Testing completeness of management review inputs
Building the audit evidence trail from inputs to outcomes
Detecting management review failure patterns
Judging credibility of management review steering
Case-based audit simulation
Show detailed agenda...
Learning outcomes
Key outcomes
Assess whether management review functions as system steering rather than a routine meeting
Test management review input completeness for relevance, timeliness, and traceability
Judge decision quality by identifying evidence of prioritisation, trade-offs, and resourcing choices
Additional capabilities
Triangulate review records with operational evidence to detect disconnects
Trace review decisions through actions and follow-up evidence
Detect common management review failure patterns and formulate defensible audit conclusions
Additional benefits
Learning materials
Slide deck
Participant workbook
Templates & tools
Practical, reusable artefacts to apply the module directly to your organisation.
Audit interview planning tool
Documented information checklist
Sampling tool
Audit analysis worksheets
Failure pattern library
Supporting AI prompt set
Confirmation
Certificate of completion
Module ID
HAM-AG-A-09
Discipline
ISO clause
9: Performance evaluation
Domains
Audience
Auditor
Languages
English
Delivery
Live virtual
Duration
7 h
List price
CHF 550
Excl. VAT. VAT may apply depending on customer location and status.
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.
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 perform basic audit activities and apply evidence-based judgement.
Helpful background includes:
General understanding of management systems and organisational governance routines
Ability to follow audit trails across meeting records, performance evidence, and action tracking
Basic familiarity with management review documentation and organisational decision processes
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.
Supporting modules (optional)
Helpful if you want to deepen related skills, but not required to participate effectively.
