Management Review Report

Management Review Meeting Report Template

Comprehensive Documentation, Governing Body Oversight, and Corrective Action Tracking.

Purpose & Overview

This template is designed to assist the Governing Body in documenting management review meetings comprehensively and effectively. It ensures that all key aspects of the review are captured, providing a consistent record that can be referenced in subsequent meetings. The purpose of this report is to support management in identifying, assessing, and finalising corrective actions and continuous improvement initiatives. By leveraging this template, the organisation can ensure its management systems remain effective, efficient, and aligned with its overarching goals and objectives.

Meeting Details

Meeting date: DD / MM / YYYY
Facilitated by:  
Location:  
Attendees:  
Absent members:  
Next meeting: DD / MM / YYYY

Please ensure that the minutes of this review meeting are shared with any absent members. Encourage them to provide additional comments or suggestions, which can then be incorporated into the final report or review summary to ensure all perspectives are considered.

Review Items & Action Plans

Systematic review of performance, risks, feedback, and operational continuity.

Item to be Reviewed Discussions Action Plans Decision / Resources Responsible Due Date Status (Open / Closed) Comments
Performance of management, including responses to individual issues              
Training/knowledge gaps identified              
Governance and business risk management              
Internal audit results              
Service and support delivery              
Participant’s satisfaction, legal and human rights              
Feedback and complaints management              
Incident management              
Workers’ competency and performance              
Conflict of interest              
Emergency Response effectiveness (if required)              
Continuous improvement opportunities identified              
Strategic and Operational Plans              
Additional resources required              

Attendees’ Signature

Full Name Signature