Is Your Management Review ProcessAdding Value?

What’s Happening at ManagementReview at Your Companies?

Do These Problems Happening?

Problem# 1 – Malicious Compliance

“Don’t Take TooMuch Time”ManagementShows UpTeam GoesThrough theMotionsDiscussion isThe Result ofThe ReviewThere are SomeAction Items

Problem# 2 – Viewed as Just UnimportantMeeting

“There’s NoConnection toWhat I Do”“Pulling Teeth”to GainAttendanceRush ThroughMeeting

Problem# 3 – Miss The Big Picture

Not Focused onThe ImportantThingsTeam TalksAbout TheDetailsAction ItemsBased OnSingle EventLong Meetings

Problem# 4 – Defensive Posture

CYAT, CYAT, CYATProblems =BlameStories About“Why”Justify The WayThings AreWear Down TheOpponentNo ActionResults

Problem# 5 – Don’t Report Performance

No MetricsDrivenNo Relationshipto BusinessFeel-GoodStories“It’s Just TheRight Thing ToDo”Action Items donot AccomplishRealImprovement

Does this Sound Familiar?

What QMS Requirements Said?

• Top management shall review the organization'squality management system, at planned intervals,to ensure its continuing suitability, adequacy andeffectiveness. This review shall include assessingopportunities for improvement and the need forchanges to the quality management system,including the quality policy and quality objectives.

• Records from management reviews shall bemaintained (see 4.2.4).

Management Review(ISO 9001: 2008 par 5.6.1)

• The input to management review shall includeinformation on:a. results of audits,b. customer feedback,c. process performance and product conformity,d. status of preventive and corrective actions,e. follow-up actions from previous management

reviews,f. changes that could affect the quality

management system, andg. recommendations for improvement.

Review Inputs(ISO 9001: 2008 par 5.6.2)

• The output from the management review shallinclude any decisions and actions related toa. improvement of the effectiveness of the quality

management system and its processes,b. improvement of product related to customer

requirements, andc. resource needs.

Review Outputs(ISO 9001: 2008 par 5.6.3)

And then,

Conduct Management Review?

Prepare a Good Meeting Plan

Who Should Attend?• Senior

management• Process

owner• Quality Rep.

Who Owns the Agenda?• Management

Representative• Quality

Manager• Senior

Management

Depends on companystructure and companyculture.

Agenda Planning(Best Practices)

• List on the checklistManagement Review Input ItemMeasure/Method used to reviewOwner of the report to Senior ManagementDate of Review for each item

YEAR 2006 REVIEW DATE(S)

TOPICS MEASURES NAMES 3/5/2006 7/15/2006 10/31/2006

General

1. Quality Policy N/A Paula X X X

2. Quality Objectives

Achieve ISO Registration by1/06

John X X XReduce RM Inventory from 2yrto 6mo by 12/04

3. Customer Satisfaction

Customer Complaints

John X X XWarranty Issues

OTD

4. Internal Audit ResultsProgress of Audit Findings Paula X X

The Effectiveness of ActionTaken Paula X X

5. Corrective Action Progress of CA John X X X

6. Preventive Action Progress of PA John X

7. Continual Improvement Progress of CI John X

8. Action Items from PreviousReviews N/A Paula X X

9. Changes Effecting QMS N/A Paula X X X

10. Recommendations forImprovement N/A Paula X X X

Planning Checklist(Management Review Checklist)

Planning Checklist(Management Review Checklist)

Process Performance

1. Customer Inquiry/QuoteOrder History Report Cindy

XQuote Report

2. Customer Order Incoming Orders Report Cindy X

3. Design & Development% Sales New Products over"X" years

X

4. Ad Copy Layout & Proof Approval Internal Audits X

5. Schedule Manufacturing OrdersStock Status Report Paula

XStock Outs

6. Purchasing

On-Time Delivery Paula

XSupplier Returns

Annual Premium Freight

7. Manufacture Components

Backlog Report - Waiting forStock

Rose

X

Waiting for Stock Comparison

8. Warehouse Inventory - Days on Hand Rose X

Planning Checklist(Management Review Checklist)

Process Performance

9. Customer Inquiry/QuoteOrder History Report

Cindy XQuote Report

10. Customer Order Incoming Orders Report Cindy X

11. Design & Development % Sales New Products over "X" years X

12. Ad Copy Layout & Proof Approval Internal Audits X

13. Schedule Manufacturing OrdersStock Status Report Paula

XStock Outs

14. Purchase Raw Materials

On-Time Delivery Paula

XSupplier Returns

Annual Premium Freight

15. Manufacture Components

Backlog Report - Waiting for Stock Rose

X

Waiting for Stock Comparison

16. WarehouseInventory - Days on Hand Rose

XInventory - Accuracy

Planning Checklist(Management Review Checklist)

Product Performance

Production

Achievement

Jose

X

Release to Customer X

Nonconforming Products

Scrap

Rose X X XReworks

Returns

How Often?• You set the

schedule.• You are required

to have at leastone review of theentire qualitymanagementsystem each year.

• It is good practiceto have amanagementreview prior tothe 3rd partyassessor arriving.

Conducting a Management Review

Use Normal Meeting Rules

• ComePrepared

• Do notwaste time

• Only onepersonspeaks at atime

Reporting at the Meeting

• Reports aremade byProcess Owners(identified onPlanningChecklist)

• Process ownershould gather alldata priorreported to themeeting

• Reportsdistributed priorto the meeting

Process Owners Shall Report Their OwnPerformance!

Reporting at the Meeting• Hold off on

agreeing toaction itemsuntil the endof themeeting.

• Use a “parkinglot” forpotentialaction items.You may see abigger pictureas the meetingprogresses.

Reporting at the Meeting• Once Action

Items areagreed upon,discuss theresourcesneeded toaccomplishthem.

Effective Decisions in this Meeting are Based onAnalysis of Data & Information or Factual

Approach.

Reporting

The Management Review Report• Agenda• Meeting

Reports• Meeting

Presentations• Action Item &

Decision List

Action Item ListRunning List of• Items• Review Dates• Proposed

Actions• Type of

Actions (CA,PA or CI)

• Champion• Resources• Date Due• Comments

Used as follow-up actions fromprevious management reviews.

Feel free to contact:Antonius P. Bramono e: pbramono@gmail.com