Training Module
Training Module
Management Review Foundations
Learn the fundamentals of planning, conducting, and documenting management reviews using integrated inputs and decision-focused outputs
Understand
Implement
Manage
Audit
Training module overview
Management review is a key governance mechanism in most management system standards, but it often degrades into a periodic reporting ritual. When inputs are unstructured and discussions drift into detail, leadership engagement becomes passive and decisions become vague.
This module focuses on management review as a practical steering routine: defining a workable cadence, consolidating inputs from existing system processes, facilitating decision-oriented meetings, and documenting outputs in a way that demonstrates leadership involvement, system effectiveness, and follow-through.
Management review is a key governance mechanism in most management system standards, but it often degrades into a periodic reporting ritual. When inputs are unstructured and discussions drift into detail, leadership engagement becomes passive and decisions become vague.
This module focuses on management review as a practical steering routine: defining a workable cadence, consolidating inputs from existing system processes, facilitating decision-oriented meetings, and documenting outputs in a way that demonstrates leadership involvement, system effectiveness, and follow-through.
Target audience
Management system implementers and coordinators
Quality, information security, environmental, HSE, and AI governance managers
Process and functional owners who contribute review inputs and actions
Executives and leaders participating in management review discussions
Internal auditors who need to understand management review evidence and expectations (not audit execution)
Management system implementers and coordinators
Quality, information security, environmental, HSE, and AI governance managers
Process and functional owners who contribute review inputs and actions
Executives and leaders participating in management review discussions
Internal auditors who need to understand management review evidence and expectations (not audit execution)
Agenda
Management review as a governance routine
Purpose and intent across ISO-style management systems (optional mapping to common clause structures)
Leadership accountability and system-owner responsibilities
Designing the review structure and cadence
Choosing a cadence that fits the organisation’s operating rhythm
Roles, participants, and decision rights in the review
Integrating inputs from existing system processes
Consolidating performance, audit, nonconformity/corrective action status, risk/opportunity status, incidents/complaints, resources, and change
Making inputs comparable, current, and usable for leadership discussion
Turning inputs into decision-ready information
Moving from “data dumps” to short narratives: implications, trade-offs, and options
Executive-friendly summaries without hiding uncertainty or issues
Running an effective management review meeting
Agenda discipline, timeboxing, and keeping discussion at the right level
Handling derailments, defensiveness, and “too much detail” patterns
Capturing outputs and evidence
Documenting decisions on improvement priorities, resource needs, system changes, and follow-up
What “audit-ready” evidence looks like for management review (without teaching audit techniques)
Follow-through and integration
Assigning owners, timeframes, checkpoints, and escalation for stalled actions
Connecting review outputs to existing governance and improvement routines
Workshop
Simulated management review segment using a provided dataset
Produce a concise decision record with actions, responsibilities, and review checkpoints
Management review as a governance routine
Purpose and intent across ISO-style management systems (optional mapping to common clause structures)
Leadership accountability and system-owner responsibilities
Designing the review structure and cadence
Choosing a cadence that fits the organisation’s operating rhythm
Roles, participants, and decision rights in the review
Integrating inputs from existing system processes
Consolidating performance, audit, nonconformity/corrective action status, risk/opportunity status, incidents/complaints, resources, and change
Making inputs comparable, current, and usable for leadership discussion
Turning inputs into decision-ready information
Moving from “data dumps” to short narratives: implications, trade-offs, and options
Executive-friendly summaries without hiding uncertainty or issues
Running an effective management review meeting
Agenda discipline, timeboxing, and keeping discussion at the right level
Handling derailments, defensiveness, and “too much detail” patterns
Capturing outputs and evidence
Documenting decisions on improvement priorities, resource needs, system changes, and follow-up
What “audit-ready” evidence looks like for management review (without teaching audit techniques)
Follow-through and integration
Assigning owners, timeframes, checkpoints, and escalation for stalled actions
Connecting review outputs to existing governance and improvement routines
Workshop
Simulated management review segment using a provided dataset
Produce a concise decision record with actions, responsibilities, and review checkpoints
Course ID:
HAM-MRF-1
Audience:
Auditor
Manager
Domain:
Agnostic
Available in:
English
Duration:
7 h
List price:
CHF 550
Excl. VAT. VAT may apply depending on customer location and status.
What you get
Learning outcomes
Explain the purpose of management review and its role in leadership oversight and system steering
Define a management review cadence, roles, and agenda structure that supports decisions
Consolidate review inputs from existing performance, audit, risk/opportunity, incident, change, and improvement processes
Prepare decision-oriented summaries that make implications and options explicit
Facilitate management review discussions that stay focused and produce clear outcomes
Document outputs with accountable actions, timelines, and traceable follow-up
Recognise and prevent common failure modes (data overload, unfocused discussion, vague decisions, missing follow-through)
Explain the purpose of management review and its role in leadership oversight and system steering
Define a management review cadence, roles, and agenda structure that supports decisions
Consolidate review inputs from existing performance, audit, risk/opportunity, incident, change, and improvement processes
Prepare decision-oriented summaries that make implications and options explicit
Facilitate management review discussions that stay focused and produce clear outcomes
Document outputs with accountable actions, timelines, and traceable follow-up
Recognise and prevent common failure modes (data overload, unfocused discussion, vague decisions, missing follow-through)
Learning materials
Slide deck
Participant workbook
Certificate of completion
Slide deck
Participant workbook
Certificate of completion
Templates & tools
Management review planning guide
Standard management review agenda template
Management review input summary checklist (integrated inputs)
Management review output register (decisions, actions, owners, dates)
Decision summary worksheet (implication → options → decision → action)
Annual management review calendar and preparation plan
Example management review record (anonymised)
Management review planning guide
Standard management review agenda template
Management review input summary checklist (integrated inputs)
Management review output register (decisions, actions, owners, dates)
Decision summary worksheet (implication → options → decision → action)
Annual management review calendar and preparation plan
Example management review record (anonymised)
Prerequisites
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.
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.
Strongly recommended preparatory modules
Objectives & Performance Foundations: Objective Setting and KPI Design
Learn the fundamentals of objective setting, KPI definition, and KPI governance for management systems
7 h
Objectives & Performance Foundations: Objective Setting and KPI Design
Learn the fundamentals of objective setting, KPI definition, and KPI governance for management systems
7 h
Objectives & Performance Foundations: Objective Setting and KPI Design
Learn the fundamentals of objective setting, KPI definition, and KPI governance for management systems
7 h
Monitoring & Measurement Foundations: Collecting and Validating Performance Data Across the System
Learn the fundamentals of measurement methods, data quality checks, and measurement registers for consistent performance data.
7 h
Monitoring & Measurement Foundations: Collecting and Validating Performance Data Across the System
Learn the fundamentals of measurement methods, data quality checks, and measurement registers for consistent performance data.
7 h
Monitoring & Measurement Foundations: Collecting and Validating Performance Data Across the System
Learn the fundamentals of measurement methods, data quality checks, and measurement registers for consistent performance data.
7 h
Performance Evaluation Foundations: Analysing and Interpreting Results for Continuous Improvement
Learn the fundamentals of analysing performance results, interpreting trends and deviations, and summarising evaluation outputs for management decisions
7 h
Performance Evaluation Foundations: Analysing and Interpreting Results for Continuous Improvement
Learn the fundamentals of analysing performance results, interpreting trends and deviations, and summarising evaluation outputs for management decisions
7 h
Performance Evaluation Foundations: Analysing and Interpreting Results for Continuous Improvement
Learn the fundamentals of analysing performance results, interpreting trends and deviations, and summarising evaluation outputs for management decisions
7 h
Helpful preparatory modules
The modules below prepare for an optimal learning experience – but are not strictly necessary for participants to follow.
Leadership & Policy Foundations: Management Commitment and Policy Direction in Practice
Understand leadership responsibilities in management systems and how top management sets clear policy direction and accountability
7 h
Leadership & Policy Foundations: Management Commitment and Policy Direction in Practice
Understand leadership responsibilities in management systems and how top management sets clear policy direction and accountability
7 h
Leadership & Policy Foundations: Management Commitment and Policy Direction in Practice
Understand leadership responsibilities in management systems and how top management sets clear policy direction and accountability
7 h
Governance Foundations: Role Design, Decision Rights, and Escalation in Management Systems
Learn the fundamentals of role design, decision rights, governance mechanisms, and escalation paths in management systems
7 h
Governance Foundations: Role Design, Decision Rights, and Escalation in Management Systems
Learn the fundamentals of role design, decision rights, governance mechanisms, and escalation paths in management systems
7 h
Governance Foundations: Role Design, Decision Rights, and Escalation in Management Systems
Learn the fundamentals of role design, decision rights, governance mechanisms, and escalation paths in management systems
7 h
Continuous learning
Follow-up modules
Follow-up modules
After completion of this module, the following modules are ideal to further deepen the participant's competence.
After completion of this module, the following modules are ideal to further deepen the participant's competence.
Ready to achieve mastery?
Bring ISO requirements into everyday practice to reduce avoidable issues and strengthen the trust of your customers and stakeholders.
Ready to achieve mastery?
Bring ISO requirements into everyday practice to reduce avoidable issues and strengthen the trust of your customers and stakeholders.
Ready to achieve mastery?
Bring ISO requirements into everyday practice to reduce avoidable issues and strengthen the trust of your customers and stakeholders.