| File Reference : | TT-1-11 Management Review and Objectives |
| Date File Updated | 05-10-26 |
| File Format | MS Word |
| No. of files | 2 |
| Category | Training Talks | Tags: ISO 9001, ISO 14001, ISO 45001, ISO 27001, 6.2, 9.3 |
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Management review does not have to mean a long meeting, and this talk makes that clear from the start. The guidance covers what to review and how to set objectives people can measure.
This training talk is supplied in fully editable MS Word format, prepared using the F-Q7 Training Talk Attendance Record form template. All text is in Calibri font for improved readability.
The following document labelling is included in the footer:
- Talk number and title
- Information-classification
- Version
- Page number / total pages
Further guidance on management review and objectives:
Download this training talk with your company name and logo already added!
Document Preparation is included with the alphaZ subscription.
These files are included in the alphaZ subscription.
If you'd like hands-on help preparing your management review records and setting up your objectives, our remote support services provide direct expert input from our team, by the day, by project, or on an ongoing basis.
Management Review and Objectives Training Talk
A training talk on management review and objectives for managers and key staff - what management review covers, when it is done, and how objectives are set, planned and measured. The download gives you a one-page attendance record with the talk description already filled in, plus the full guidance document to run the talk from.
Two Files in One Download
- TT-1-11 Management Review and Objectives - the attendance record, with the topic and talk description ready to use and a signature line for each attendee
- GG-1-11 Management Review and Objectives - the guidance document the talk is based on, to prepare from and to issue to staff afterwards
Talk Description
- What management review is and why it is needed
- When management review is completed, and why it does not have to be a meeting
- What is reviewed - audits, issues and actions, customer feedback, suppliers and resources
- Legal compliance, and whether the management system is still suitable and effective
- Setting objectives that are relevant, measurable and communicated
- Planning objectives - actions, resources, responsibility, timescale and measuring results
Running the Talk
Read through the guidance beforehand, talk the points through with the team, then have everyone sign the record. Keep the signed record as evidence that the briefing took place and who received it.
Questions raised during the talk can be noted in the comments box on the record, so anything that needs following up is not lost.
Why Management Review Need Not Be a Meeting
Many of the inputs can be reviewed as they come up, at regular team meetings or in a short written record, rather than saved for one sitting. The talk explains this so managers see review as part of running the business rather than an extra event.
Adapting the Talk
Both files are fully editable, so add how and when your management review is recorded, your current objectives and who is responsible for each one. Update the talk description if you cover extra points.
Keeping the Training Record
File the signed record with your training records, or log the talk against each attendee in a training matrix, so you can show who has been briefed and when.
Who Is It For?
Directors, managers and anyone who owns an objective or provides input to management review. It suits induction into a management role and the run-up to each review.
Delivering Talks Regularly
Short, regular talks keep the way the business works in front of people. Run this one alongside the other general training talks to build awareness one topic at a time.
Related Training Talks
Other training talks that work alongside this one:
- TT-1-10 Internal Audits
- TT-1-04 Problems, Complaints and Customer Care
- TT-1-02 Legal Compliance and Risk Management
Would you rather we prepared it for you?
Our IMS Manual and Registers Preparation service writes your management system manual around your business and completes the registers behind it, so the arrangements your staff are briefed on match what is written down.
