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View Full Version : Does anyone have a Powerpoint template for Management Review?


Crodge
22nd October 2003, 02:25 AM
Hello All,

I am attempting to put to gether a powerpoint presentation as a base for our Management Review meeting which will be held in 2 weeks.

The powerpoint idea was from our Chairman, so I have to go along with it!!!

This is my first time with Powerpoint, does anyone have a Management Review template that has been used for Management Review??

I am guessing the answer is going to be no... but its worth asking.

Thanks in advance

Wes Bucey
22nd October 2003, 02:57 AM
My sympathy, Crodge!

I make about fifty presentations a year. Some I use PowerPoint, most I do not. The obvious advantage in PowerPoint is that you can make handouts of the slides with either prepared notes or room for participants to make their own notes as you go through the presentation.

If you are an experienced presenter, PowerPoint can be a great tool. If you are nervous or unsure, PowerPoint can make you look like an idiot who needs to read his own slides and has no knowledge of the subject beyond the slide texts.

I'm sorry I don't have a canned Management Review presentation to give you. If you are lucky enough to score one, please be sure you prepare a presentation that goes far beyond the text on the slides. Think of those slides as the "bare bones" outline upon which you will build your presentation. Ideally, you should have one to five minutes of "talk" to go with the four or five lines on the slide.

There are several sources on the internet for how to make a PowerPoint presentation. Some are good; some are simply awful. Do a little Google and look at several. Make your own choices based on how comfortable you feel with the material.

In my experience, the most effective presenters are the guys who have PowerPoint slides to use, but don't panic or miss a beat if the computer or projector fouls up - they just go on and give the presentation without the slides.

The Management Review
I'm unclear about your purpose.
Is this the first time the audience is being introduced to the concept of management review?
Is this the organization's first experience with management review?
What's the organization size? (it makes a difference in content)
Are you confident and experienced about the topic or are you a little unsure?
What do you expect your audience to be able to do after attending your presentation?
How large will your audience be?
Will you be giving this same presentation to more than one audience?
Are the audience managers, workers, or mixed?
What amount of time is budgeted for the presentation?
Are you the only presenter?
Are there people in your organization who routinely give PowerPoint presentations for any purpose (sales, training, orientation, etc.)?
(if the answer to this one is YES, enlist help of experienced presenters.)

Claes Gefvenberg
22nd October 2003, 03:09 AM
Hello All,

The powerpoint idea was from our Chairman, so I have to go along with it!!!

This is my first time with Powerpoint, does anyone have a Management Review template that has been used for Management Review??

Hi Crodge,

Right... The Chairman's idea.... I see. :p Ok, here we go:

Bad news:

No, I haven't seen any PP templates for Management Review around. Anyone else?

Good news:

Powerpoint is not very hard to come to grips with, so you should be able to put something together without too much of a problem. There is also a number of templates in PP, and a quick and dirty way to your own presentation would be to use one of them and tweak the presentation to your needs (I.e. replacing data and keeping the format).

The fact that your chief wants it in PP should not be a problem. It's pretty easy to import or cut and paste info from other formats into PP.

Question: What does he expect from you, specifically?

The MR agenda in PP?
Along with the review input?
Flashy pictures?

/Claes

Crodge
22nd October 2003, 04:25 AM
Hi,

To be totally honest with you I think he wants to justify the expense of taking all the management to a resort on a tropical island to conduct out Management Review.

I had originally planned on sitting around a table in the meeting room of our office and going through the MR agenda…

So, I guess he will want the agenda with the flashy pictures too!!

This will also be my first time at hosting a management review so I am a little nervous.

We are a company of around 1000 staff, only management and some senior supervisors will be involved in the review. It will also be our first actual MR to the new requirements.

I will have a mess around with Powerpoint and see what I can come up with!!!

Cheers

RCBeyette
22nd October 2003, 08:27 AM
To be totally honest with you I think he wants to justify the expense of taking all the management to a resort on a tropical island to conduct out Management Review.... Etc.
What is this Management Review Agenda you've mentioned? Simply the requirements of ISO 9001:2000?

Are you currently ISO 9001:2000 registered?

As Wes asked, what is the purpose of this meeting? To ask you to develop a presentation is one thing...but what does the Chairman and/or group wish to take away with them?

Flashy pictures are not necessary, but graphs usually are beneficial. I've developed graphs for my company showing "Pre-ISO Era" stats compared to "ISO Era" stats. There has been an obvious positive effect to implementing a Management System. Perhaps you could show something along those lines?

How much exposure to ISO and the Management System has this group had? A crash course on the topic may be required.

Highlight what you've accomplished over the year with regard to the Management System...this is a great opportunity to toot your horn, strut your stuff, and show the group that you're more than just "that ISO fella".

And when it comes to recommendations for improvement to the system, you probably already have a few ideas swirling about in your head. Put them in the presentation! But also, this is a great round table discussion. The Users of the Management System are locked in a room with you! Use their knowledge. Find out what they would like to have done.

BadgerMan
22nd October 2003, 09:42 AM
My advice……………..Ctrl C and Ctrl V! LOL!

You can copy and paste just about anything (including flashy pictures, company logos, etc.) into PowerPoint. I just start with a bunch of blank slides, add a header to one (insert, text box), and copy and paste it on all the slides in the presentation. Then, right click on a slide, choose a nice background, and select “apply to all”.

As far as conducting the meeting?

Designate someone in the meeting to be the scribe, or bring someone along who can take notes for you. Review history so you can present trends (adverse or positive) as opposed to current “snapshots”. Review each element of the QMS and discuss the good and the bad. Document action items including responsibilities and due dates. Distrbute meeting minutes and utilize a system for follow-up on those action items.

All pretty basic stuff.

Good luck.

Douglas E. Purdy
22nd October 2003, 10:33 AM
Crodge,

Attached is a general Powerpoint Presentation for a Management Review. Because of the many different people presenting Process Performance and Product Conformance Measures I tend to just place a title slide and then have them present whatever they have prepared.

Hope this helps!

Doug

Wes Bucey
22nd October 2003, 12:45 PM
To be totally honest with you I think he wants to justify the expense of taking all the management to a resort on a tropical island to conduct out Management Review.... Etc.
Wow! Tough duty, Crodgehttp://elsmar.com/Forums/images/icons/icon29.gif
Can you fit me into the budget? I'll come and do it as your assistant - you take the glory, I'll spend the rest of the time soaking up rays. I'd do a crash presentation for that kind of payoff!

Seriously - now we have a better idea of your situation.
Boss wants "show and tell" as part of a "management retreat"
My guess is you are not the only presenter on the AGENDA (nobody can justify a weekend retreat for management with just one small presentation!)

I don't think you can get away with asking one of the bosses to be a scribe during this kind of meeting. (Perhaps the boss might spring for steno or tape recorder to note questions and responses for later distribution to the audience.)

Concentrate on the basics and a "gap analysis" between past practices and your plan for implementing the updated version. Outline might be:
This is where we want to go and why
This is where we have been
These are specific changes we need to implement
These are things (tools, resources, training, etc) we need to implement changes
Call to action (timetable, delegation of responsibility/authority, method of evaluation)
Trust me on this part: Concentrate on the outline and what you need to say to interest and influence this audience. Prepare the presentation as if you were just going to use posters or something. Decide to have plenty of handouts of sample checklists, description of interaction between internal audit and management review team, including suggested methods of publicizing and implementing management decisions and evaluating them after the management review is complete.

Spend your own money, if you have to, to find somebody (nerd, college kid, in-house art department, etc.) to convert your presentation into a snazzy set of PowerPoint (your company of 1,000 probably has standard templates with company logo and everything sitting around somewhere.)

Given the situation, location, and the audience, you cannot afford to use an amateurish slide set - it will detract too greatly from your presentation.

Once you have the PowerPoint set, practice, practice, practice!
Make sure you know how to change slides effortlessly, without screwing up your oral presentation.
Have printouts of slide set to distribute in case projector or computer screws up.
Do not turn your back on the audience to look at screen
Do not read the text on the slide aloud word for word - let audience do that silently.
Offer to send copies of the presentation on disk to any audience member who requests one
try to get videotape or at least audio tape of your presentation so you can review it later for improvement the next time you give such a presentation

ISO Cheesy
22nd October 2003, 07:27 PM
Nicely said Wes....


I’ll attach a few that I have. First one I kinda gave a crash course on the 2000 standard, but not in much detail, I didn't want to put them to sleep.

Never mind...the file is too big. If you like I could send to you via e-mail just let me know.

Marc
22nd October 2003, 10:06 PM
To be totally honest with you I think he wants to justify the expense of taking all the management to a resort on a tropical island to conduct out Management Review.
I'm available as a consultant... :thedeal:
Never mind...the file is too big. If you like I could send to you via e-mail just let me know.
Please send the file to me as an e-mail attachment and I'll post it. I would appreciate it as I would like a copy myself.

I am looking into the limitations of 'php' upload limitations of the server I'm setting up. I may be able to up the file size to about 2.0 megabytes vs. the current 0.8 megabytes.

Marc
28th October 2003, 12:29 PM
These were sent to me to post by ISO Cheesy.

Cari Spears
28th October 2003, 02:00 PM
Man I wish I was more computer savvy! Those are very nicely done - thanks for sharing!

Greg B
4th November 2003, 06:27 PM
Nicely said Wes....


I’ll attach a few that I have. First one I kinda gave a crash course on the 2000 standard, but not in much detail, I didn't want to put them to sleep.

Never mind...the file is too big. If you like I could send to you via e-mail just let me know.

Cheesy,

I've seen your Powerpoint Presentations and quickly hid them from my Boss. They were great but I'm sure I would never get home if I attempted to Graph ALL of that Information. I know we want too but I don't know where I am going to find the time. Maybe I should do a 'time in motion study' of myself. :ko:

We are this week deciding on a new approach to 'Managemet Reviews'. We call them the 'Continous Imporvement Council' (CIC) and all managers and Senior Supervisors attend quarterly. Our problem, at this stage, is that the Follow up actions are not being completed (attempted). This week the General Manager has come in with a big stick and basically given me a free rein. He and the Operations Manager want a clean slate. ALL managers are to attend and THEY will monitor thier Inputs and Outputs. It will be good if they keep it up. We are having weekly meetings until we come up with a better approach to quality across the board. Starting Agenda items include:

Quality Plan Review (Business Plan)
Quality Organisation (Culture etc)
Changes to the CI Council
Review Quality Investigations
Review ALL Standard Procedures (again) - We are 9K2K
Status of Customer Complaints (Reporting, Recording, Action etc)
Status of Imporvement Suggestions

Greg B

Greg B
4th November 2003, 07:03 PM
Crodge,

Attached is a general Powerpoint Presentation for a Management Review. Because of the many different people presenting Process Performance and Product Conformance Measures I tend to just place a title slide and then have them present whatever they have prepared.

Hope this helps!

Doug

Doug,

The template spells out most of the stuff we address. It looks good.

Crodge,

Did you want a template that you could add info to or did you want us to offer advice on what we put in our Procedure etc? I think Doug and Cheesy have show excellent versions. I have PPT on the new prionciples of 2000. I think it is called 'Why Quality' and it is some thread or another. You'd have to search my Posts. Sorry I don't know how to place a hyperlink for another thread.

Greg B

ISO Cheesy
4th November 2003, 07:38 PM
We are this week deciding on a new approach to 'Managemet Reviews'. We call them the 'Continous Imporvement Council' (CIC) and all managers and Senior Supervisors attend quarterly. Our problem, at this stage, is that the Follow up actions are not being completed (attempted). This week the General Manager has come in with a big stick and basically given me a free rein. He and the Operations Manager want a clean slate. ALL managers are to attend and THEY will monitor thier Inputs and Outputs. It will be good if they keep it up. We are having weekly meetings until we come up with a better approach to quality across the board. Starting Agenda items include:

Quality Plan Review (Business Plan)
Quality Organisation (Culture etc)
Changes to the CI Council
Review Quality Investigations
Review ALL Standard Procedures (again) - We are 9K2K
Status of Customer Complaints (Reporting, Recording, Action etc)
Status of Imporvement Suggestions

Greg B


I like your agenda Greg; I had the same problem with the action items not getting done. It sounds like you guys know where you need to go, so you’re a few steps ahead of me. I went through a mgt review and the only actions items that came out of the 4 hour meeting where things like....
“Next time could you make that one chart in Indigo Blue?” And “I would like to see bigger font in the next presentation” oh and my favorite one “Next time you need to ask about lunch, some of us are vegetarians”

I have yet to be a part of an mgt review that truly embraces the standard so I had to work with the data that was available to me. The more I learn about the 2000 standard I have come to realize that mgt review input needs to come from more then the QA department. Has anyone seen or witness a mgt review that includes inputs from things called out in the 9004 standard?
Like:Marketplace evaluations and strategies...

Thanks for input Carri and Greg!!

Cheesy

howste
4th November 2003, 08:00 PM
I have yet to be a part of an mgt review that truly embarrasses the standard...
Thank goodness for that! :o

I've seen some pretty good management reviews that included many of the inputs suggested in 9004. They've typically been at companies that didn't start a "quality" management review when they implemented ISO 9001, but integrated the MR requirements into existing business management meetings.

ISO Cheesy
4th November 2003, 08:05 PM
Thank goodness for that! :o

I've seen some pretty good management reviews that included many of the inputs suggested in 9004. They've typically been at companies that didn't start a "quality" management review when they implemented ISO 9001, but integrated the MR requirements into existing business management meetings.


Opps :bonk: embraces

Wes Bucey
4th November 2003, 09:38 PM
. . .
Has anyone seen or witness a mgt review that includes inputs from things called out in the 9004 standard?
Like:Marketplace evaluations and strategies...

Thanks for input Carri and Greg!!

CheesyPretty much what I've been doing for over twenty years is "holistic" management review where we explore ALL the processes and subsequent ramifications in our organization, ranging from
how do we answer a phone and direct a caller?
to
are we exploiting the fact we give a customer unitized packaging to make his inventory control easy?
We certainly include review of our sales strategies
are we pricing correctly? is this customer REALLY profitable? should we be in this market? should we be making this product? etc.
We also review stuff like
outsourcing vs. in-house production training regulatory updates suggestion box items (anonymous and signed) changes pending or accomplished at customers and suppliersWe don't go into a management review to just flap jaws. All info on the agenda is distributed far in advance of the actual review meeting. Suggestions for action are submitted in advance of the meeting and distributed to all.

When the meeting occurs, we waste no time in "informing" any participant about an item. The meeting participant is there to do two things:
be prepared to defend his proposed action item vote on implementing or not implementing the suggested action.Meeting rarely lasts long enough to worry about lunch menu.

Our meetings are frequent enough that all items requiring multiple managers participating are dealt with in a due and timely fashion. One person chairs the meeting and makes no bones about telling a "showboat" his comments are out of order and should have been distributed prior to the meeting. If only one manager is required to make a decision, there probably is no meeting, just a review of data from as many sources as necessary.

Our big deal is regular and periodic review of management action items to determine their efficacy. No "candy coating" is tolerated - we let the chips fall where they may.