Training Module
Management Review
Conduct effective management reviews with structured inputs, clear decisions and audit-ready evidence
Overview
Many organizations conduct management reviews as routine, slide-heavy status updates, often resulting in weak decisions and poor follow-through.
This module addresses these challenges by providing a structured approach to transform management reviews into effective decision-making forums. Participants will learn the fundamentals of planning, conducting, and documenting management reviews using integrated inputs and decision-focused outputs. The focus is on structuring relevant inputs, facilitating focused discussions, and capturing outputs that ensure leadership direction is clear and actions are traceable, thereby enhancing the strategic value of management reviews.
Applicable environments
This module is applicable across a wide range of management systems and organisational contexts. The concepts are not tied to a specific ISO standard and are used wherever organisations need clear, workable processes, defined ownership, and embedded controls.
It is commonly applied in quality, information security, environmental, and other ISO-based management systems, as well as in non-certified environments that require structured, auditable operations.
Target audience
Management system implementers and coordinators
Executives and department heads accountable for management system performance
Those responsible for processes, policies, assets, risks, and controls related to a management system
Auditors seeking insights into management-side best practice (not audit technique)
Management consultants working with management system design, governance, or improvement
Decision support
Is this module for you?
Agenda
Management review as a governance routine
Designing the review structure and cadence
Integrating inputs from existing system processes
Turning inputs into decision-ready information
Running an effective management review meeting
Capturing outputs and evidence
Follow-through and integration
Case-based workshop
Show detailed agenda...
Learning outcomes
Key outcomes
Plan and prepare for management reviews to ensure relevant inputs and a clear agenda
Conduct effective management review meetings that foster focused discussions and decision-making
Document management review outputs to ensure leadership direction is visible and actions are traceable
Additional capabilities
Integrate diverse inputs (e.g., performance data, audit results, risk assessments) into a coherent review process
Distinguish between effective management reviews and mere reporting exercises
Establish a cadence for management reviews that supports continuous improvement and strategic alignment
Materials
Learning materials
Slide deck
Participant workbook
Templates & tools
Practical, reusable artefacts to apply the module directly to your organisation.
Management review process
Input and output checklist
Standard management review agenda
Management review decision register
Example management review record
Confirmation
Certificate of completion
Module ID
HAM-AG-C-16
Discipline
ISO standard
Standard clause
9: Performance evaluation
Domains
Target audience
Public delivery
Live virtual
Duration
7 h
List price
CHF 550
Excl. VAT. VAT may apply depending on customer location and status.
Delivery
Live virtual delivery
This module is delivered live online and combines conceptual framing, discussion, case work and direct interaction with the instructor.
A public cohort is currently not scheduled. If you register your interest, we will notify you when a new public cohort is scheduled or suitable delivery options become available.
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
Prerequisites & preparation
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
Participants should be comfortable with basic management system concepts and organisational roles. Helpful background includes:
How performance results, audits, incidents, and improvement actions are typically reported internally
Basic understanding of leadership responsibilities and governance routines
No standard- or clause-specific knowledge is required.
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.
