Global / Local Management Review - ISO 9001:2008

[Bifften]

Hi everyone,

My first post here for several years - great to have the site back

Just hoping someone here will know the answer to a simple query.

I am at a multi site company with an ISO 9001:2008 certificate spanning 6 sites. Previously we had local management representatives and held local management reviews.

Since a large scale re-organisation, including our team we now only have a Global Management Review (held at head office), and no 'local' representatives.

On our upcoming surveillance - not at head office - we have 'Local Management Review' on the agenda. I'm concerned we may receive an NC here? I don't want to hold a local Management Review just for the sake of it.

Thanks to anyone who can clarify or assist.

Bifften

 

[Jen Kirley]

Good day Bifften,

It is common to have a corporate certificate with control of top management processes in the head office and limited scopes at support sites. I often see this in customer service, purchasing, internal audits and, yes, management review if it is the case that the head office holds the resources and makes decisions on these subjects.

That said, I often respond with "Wait a minute there..." when such a client tries to tell me these respective element groups do not apply, because these corporate processes rely on inputs from the sites so corporate management can make good decisions.

It is therefore appropriate to audit what we call interfaces, that is, the types of information given to the corporate processes and how that is done. Then, hopefully having that information in the support sites' documentation, a CB auditor can review these inputs when auditing the management functions at corporate.

Your responsibility as a site MR is to understand how this works and be prepared to demonstrate it when asked.

I hope this helps!

 

[somashekar]

The applied quality management scope with the various inputs and outputs as required in the standard about management review must be addressed and recorded. Several management review records can be linked.
Note: Fabricated management review records will most likely be disjoint.

 

[mguilbert]

We had this issue come up once during an external once. We decided instead of having management reviews at each facility we decide to include each facility in the global review. That way we did not have to have a member of the executive team go with the management rep for a management review to each location (15).

 

[Sidney Vianna]

On our upcoming surveillance - not at head office - we have 'Local Management Review' on the agenda. I'm concerned we may receive an NC here? I don't want to hold a local Management Review just for the sake of it.

Thanks to anyone who can clarify or assist.

Bifften

Very likely the lead auditor who sent you the audit agenda used a previous one as a template. I would call the lead auditor and let him know that your organization no longer performs site level management reviews. It is possible that the lead auditor will still want to interview the site leadership. But I would clarify this aspect of the audit agenda with them before they show up at the site.

 

[Bifften]

Thanks Sidney, I will do that tomorrow!

 

[RoxaneB]

I hesitate to say that you do not have a local management review...it may have simply evolved beyond the traditional "lock leadership in a room for a day or two on an annual basis".

Does local leadership review conformance to achieving expected results/targets for indictors and objectives?

Does local leadership review internal audit findings?

Does local leadership track and correct nonconformance issues?

Does local leadership consider how corporate mandates will impact them?

Does local leadership do any form of analysis or trending to issues, even as part of the process to present something at the corporate headquarters?

"Management review" may be occurring on a more frequent basis and perhaps even at focused meetings where they discuss one topic at a time (e.g., audits, this week, metrics next week, etc.).

Actions out of those meetings could then be directed inwards (kept at the site level) or outwards (rolled up to corporate for support/guidance).

Because of these types of actions, my response is that management review is happening at the local level...just not necessarily in a manner that many other organizations follow. It's neither right nor wrong; it's simply a way of doing business in a global setting.

 

[Bifften]

I hesitate to say that you do not have a local management review...it may have simply evolved beyond the traditional "lock leadership in a room for a day or two on an annual basis".

Does local leadership review conformance to achieving expected results/targets for indictors and objectives?

Does local leadership review internal audit findings?

Does local leadership track and correct nonconformance issues?

Does local leadership consider how corporate mandates will impact them?

Does local leadership do any form of analysis or trending to issues, even as part of the process to present something at the corporate headquarters?

"Management review" may be occurring on a more frequent basis and perhaps even at focused meetings where they discuss one topic at a time (e.g., audits, this week, metrics next week, etc.).

Actions out of those meetings could then be directed inwards (kept at the site level) or outwards (rolled up to corporate for support/guidance).

Because of these types of actions, my response is that management review is happening at the local level...just not necessarily in a manner that many other organizations follow. It's neither right nor wrong; it's simply a way of doing business in a global setting.

Thanks Roxane - very valid points. In this particular situation I don't think audits would ever be discussed outside. Metrics and objectives potentially, although it would probably not have the appropriate agenda and records required for ISO 9001.

 

[RoxaneB]

Thanks Roxane - very valid points. In this particular situation I don't think audits would ever be discussed outside. Metrics and objectives potentially, although it would probably not have the appropriate agenda and records required for ISO 9001.

Have you looked at the requirements from the perspective of making them fit what your local management does instead of the other way around?...especially if you look at from a BUSINESS management system (i.e., beyond a quality management system).

Let's say objectives and metrics are handed down from corporate - a common occurrence. Locally, what metrics/objectives would impact what corporate wants? At an individual employee or team level, what metrics/objectives impact what the local management want?

This cascade approach shows how each level contributes to the next level up and demonstrates communication/awareness throughout the organization.

From a local management review perspective, my guess is that they review what's impacting their overall site performance (i.e., individual/team performance) and what they report regarding corporate's metrics/objectives.