9.3: Management Review [ISO 45001, with Procedure]

What is a Management Review for ISO 45001?

Your organization must have a structured OH&S management review process that includes discussion of internal and external issue changes, and its potential effect on the strategic direction of your organization.

Your organization’s management review process must also include discussion of external provider’s, and supplier’s performance. It must also include an assessment of risk management actions.

Contents

Top management must periodically review the OH&S management system to ensure its continuing suitability, adequacy, and effectiveness. The frequency or intervals of the Top management’s formal review must be defined in the OH&S management system.

What is the Purpose of Management Review of OH&S?

Undertake management reviews in order to:

  • Determine and evaluate OH&S management system performance and targets
  • Determine the need for change and improvement
  • Determine the suitability of the policies and the objectives

The management review process must ensure that the necessary information is collected ahead of time to allow management to effectively carry out this evaluation.

Management review

What Should be Reviewed?

Information that must be reviewed includes:

  • Status of actions from previous meeting
  • Changes in external and internal issues that are relevant to the OH&S management system:
    • The needs and expectations of interested parties
    • Legal requirements and other requirements
    • Risks and opportunities
  • The extent to which the health and safety policy and objectives have been met
  • Information on the OH&S performance, including trends in:
    • Incidents, nonconformities, corrective actions and continual improvement
    • Monitoring and measurement results
    • Results of evaluation of compliance with legal requirements and other requirements
    • Audit results
    • Consultation and participation of workers
    • Risks and opportunities
  • Adequacy of resources for maintaining an effective OH&S management system
  • Relevant communication(s) with interested parties
  • Opportunities for continual improvement
  • Review of action items

Suitability and effectiveness of the OH&S management system based on possible changing circumstances that may include:

  • New or proposed legislation or regulations
  • Changing expectations/requirements of relevant interested parties
  • New or modified activities, products, or services
  • Advances in technology and science

Documentation of Management Reviews

All management reviews must be documented. Observations, conclusions, and recommendations for further necessary action from the review must be recorded and communicated to workers and their representatives. If any corrective action must be taken, Top management should follow up to ensure that the action was effectively implemented.

Safety performance indicators should be monitored with varying frequencies, some hourly, some daily, some weekly and some monthly. Management cannot wait for six months to respond, if they do, it will be too late. Every time management convenes to review and react to performance, it is considered as a management review. Whether they are reviewing an individual's performance, departmental programmes and projects, etc., this should be considered as valid management review.

Annual or even bi-annual management reviews are insufficient in frequency to be able react to any issues effectively. Some companies have multiple review levels, whereby, each review may require multiple subjects and rely upon multiple metrics as inputs. Sometimes subjects are reviewed at more than one level, e.g.; production numbers might be reviewed by the Production teams during daily production meetings and then by senior management, possibly weekly.

Top management might conduct weekly meetings in which they review indicators and objectives to determine if any corrective action is required. The process owner is then responsible for reporting close out progress in the meeting a week later.

Outputs of the Management Review

The outputs of the management review include decisions related to the continuing suitability, adequacy and effectiveness of our health and safety management system in achieving its intended outcomes, and;

  1. Continual improvement opportunities
  2. Any need for changes to the health and safety management system
  3. Resources needed
  4. Actions, if needed
  5. Opportunities to improve integration of the OH&S management system with other business processes
  6. Any implications for the strategic direction of the organization

Management review output is documented in the minutes of the review meeting.

  • Action items are highlighted to ensure that they are easily identifiable
  • Action items include the assignment of responsibility
  • Action items include timeframe, and
  • Allocation of resources for implementation

Upon complete review of all inputs and generation of the outputs, Top management must determine the continued suitability, adequacy and effectiveness of the health and safety management system.

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Management Review Procedure
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The purpose of this procedure is to define your organization’s process for undertaking management reviews in order to assess the effectiveness of the application of your quality management system and its compliance to ISO requirements.

This procedure also defines the responsibilities for planning, conducting, reporting results and retaining associated records.

Forms & Reports also included:

  • Control of Management Reviews Process Activity Map
  • Management Review Meeting Minutes
  • Management Review Process Map

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ISO 9001 Management Review Template + Procedure

  1. Management Reviews Procedure - view sample
  2. Control of Management Reviews Process Activity Map
  3. Management Review Meeting Minutes
  4. Management Review Process Map
  5. Agenda
  6. Meeting Minutes Checklist Form- view sample
  7. Guidance; including Planning & Frequency, Input Requirements, Output Requirements - view sample
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