Quick and Simple Management System Review Spreadsheet?

[Brian Hunt]

I'm on a project where we need a management systems review framework to tie all the processes and supporting documentation together. The company (in the UK) is politically opposed to using ISO9001 and basically any recognised management system model.

I could put something together from scratch building on my knowledge of ISO9001, EFQM and other models - but does anyone have one available now?

Thanks for any help.

Brian

[Marc]

These aren't all spreadsheets, but many are.

Management Review Sample

Management Review example

Management Review examples

A Search is a terrible thing to waste.

[Big Jim]

Originally Posted by Brian Hunt

I'm on a project where we need a management systems review framework to tie all the processes and supporting documentation together. The company (in the UK) is politically opposed to using ISO9001 and basically any recognised management system model.

I could put something together from scratch building on my knowledge of ISO9001, EFQM and other models - but does anyone have one available now?

Thanks for any help.

Brian

You will have a much more effective one if you build your own.

Start by identifying your core processes.

Identify the "owner" of each core process.

Develop a key performance indicator (KPI) for each core process. Get the help of the process owner. Track the KPI for two or three months.

Hold your "Executive Meeting" and start by determining the "state of the company" just like reporting the state of the state or the state of the nation. The KPI provide the prime input. Each process owner should report on his process.

Once you have established the "state of the company", shift the discussion to "where do we want to go from here".

And before you know it, they may discover that they are practicing ISO anyway.

[Cari Spears]

Originally Posted by Big Jim

And before you know it, they may discover that they are practicing ISO anyway.

Right on, Big Jim.

[Col BC Halan]

I am working with a colleague on a similar project in Bangladesh for a small company making auto components. The company did not want to implement ISO 9001, considering it too complex for their size & operations.

We decided to implement 5S & Kaizen so that a quality system capable of quality assurance to management and customers could emerge and the processes could be improved by the process owners, mostly illetrate or hardly educated, using Kaizen.

We are now working upon a training module for this model for management and workers. The next step would be to implement 5S and then Kaizen. Another advantage is that this model needs minimum documentation and records and mostly the evidence for compliance is by demonstration.

Col. BC Halan

[JaneB]

Originally Posted by Big Jim

And before you know it, they may discover that they are practicing ISO anyway.

Yes, they well may. It's surprising how often people's opposition to it is ill-founded and not based on actual knowledge of what is really required (as opposed to what people think or have heard or have been told).

You're right - the best ones are the ones you build to suit you and your org.

[Brian Hunt]

Thanks for all the useful comments - what I'm putting together to get over ISO phobia is a matrix which will give a CMM type score from 1-5 against key areas, such as management responsibility, corrective action, product realisation etc - notice any similarity to ISO9001?

I'll add a copy of this to the cove when it's working - I'm sorting out conditional formatting issues right now.

ISO9001 received a lot a damage to it's image due to dumb auditors and managers who didn't understand their processes enough to challenge stupidity - the Dilbert Zone of operation. As an engineer in one large company that was BS5750 (forerunner to ISO9001) audited one of the guys in stores had a six inch steel ruler that he mainly used to open envelopes with. This was placed under six monthy calibration control. Just one example of many.

[Brian Hunt]

speadsheet attached - excel 2003 spreadsheet with conditional formatting to show five colours - each one for a different CMM step. Ratings are against whatever is appropriate to your organisation.

This is still in draft so any comments welcomed.

Rgs

Brian

NOTE - if this doesn't work, please check your macro security settings - they need to be set to medium.