Management Review agenda content in an Insurance company

V

virajs

#1
Dear friend

The company that i',m working with is an insurance company.

Can you please provide me with a template of the Management Review Agenda that i can work with..

Please note that we have set one agenda item as 'Process Performance and Service Conformity'. As at date, we dont even know what types of information that we must discuss and include in this section


Grateful for your help friends

Thanking you in advance

Regards

Viraj
 
Elsmar Forum Sponsor
T

TamTom

#2
Re: Management Review agenda

Have you already take a look in the Post attachment list? I run a query with the key word "review" and got various examples for management reviews. maybe you take a look.

Regarding the Point " Process Performance" - you normally take key indicators, if possible for each process one or two, and compare the actual values against the target.

Regards,

TamTom
 
M

manpreet

#3
Hi

As per ISO 9001:2008 (Clause 5.6.2) Agenda will be

1. Results of Audits (Internal & external both)
2. Customer feedback (including complaints)
3. Process performance & service conformity (Based on objectives you selected. Can be mktg process performance target vs objectives, No of insurance planned vs actual, per employee target etc & conformity are failures or deviations in processes where you are not able to met targets.)
4. Status of preventive & corrective actions (Based on non conformity)
5. Follow up action of previous management review (last pending points)
6. Changes that could affect the quality management system ( Opening a new service, branch or change in processes etc)
7. recomanded for improvements.
8. Improvemenst in QMS. (Change in targets, Quality policy etc)
9.resource requirements (Building requirement, man power etc)
10. Improvement of service related to customer requirement. (Taking customer requirement as input for improvement)

Dear all are just guidelines. you have to make your own agenda as per your company focus.

Regards
Manpreet
 
J

JaneB

#5
we have set one agenda item as 'Process Performance and Service Conformity'. As at date, we dont even know what types of information that we must discuss and include in this section
And therein lies a big warning: never set an agenda item with a name that no one understands! You'll have no idea what you should be talking about, and it will turn people off.

The language is a bit hard to understand, I know. So translate 'process conformance & service conformity' into something like this:
  1. How are we doing - ie, how are our processes performing?
  2. How are our products (and/or services) going?

Are they meeting customer requirements? Are we delivering them to our defined KPIs/targets/whatever metrics we set for our objectives? Are we doing OK, well, badly, etc.

Now, to answer those questions, you need to have some actual data, not 'gut feel'. And the data you collect and analyse should relate back to the objectives that were set.

So, supposing you had an objective to:

Increase customer satisfaction to an average of 8 or higher (out of 10) by the end of June, 09.

Then the Review wouls include looking at:
Are our processes performing as they need to, in order to get that customer satisfaction score? (eg, Perhaps the process of responding to customer queries with a quote is too slow).
And when the quote does go out, are the customers happy with the our insurance products? Are we increasing/losing market share?

Hope this helps.
 

harry

Super Moderator
#6
Please note that we have set one agenda item as 'Process Performance and Service Conformity'. As at date, we dont even know what types of information that we must discuss and include in this section
This happens often for organizations that just purchase an off the shelf template (or blindly following a consultant's guide). If you develop your own system, you should know exactly what each section means or requires.
 
#7
Hi

As per ISO 9001:2008 (Clause 5.6.2) Agenda will be

1. Results of Audits (Internal & external both)
2. Customer feedback (including complaints)
3. Process performance & service conformity (Based on objectives you selected. Can be mktg process performance target vs objectives, No of insurance planned vs actual, per employee target etc & conformity are failures or deviations in processes where you are not able to met targets.)
4. Status of preventive & corrective actions (Based on non conformity)
5. Follow up action of previous management review (last pending points)
6. Changes that could affect the quality management system ( Opening a new service, branch or change in processes etc)
7. recomanded for improvements.
8. Improvemenst in QMS. (Change in targets, Quality policy etc)
9.resource requirements (Building requirement, man power etc)
10. Improvement of service related to customer requirement. (Taking customer requirement as input for improvement)

Dear all are just guidelines. you have to make your own agenda as per your company focus.

Regards
Manpreet
Manpreet:

Guidelines come from the imbedded notes in each section of ISO 9001 etc. or ISO 9004! What you show in your post are 'requirements', as Jan says, the 'shalls'! You may refer to them as differently named topics (for your own organization) but you must cover these issues!
 
Thread starter Similar threads Forum Replies Date
C Management Review Agenda Management Review Meetings and related Processes 20
E Template of a Management Review Agenda or Report in compliance with ISO 13485:2016 ISO 13485:2016 - Medical Device Quality Management Systems 6
D Management Review Meeting Agenda and Minutes ISO 9000, ISO 9001, and ISO 9004 Quality Management Systems Standards 2
V Management Review Agenda Items ISO 9000, ISO 9001, and ISO 9004 Quality Management Systems Standards 7
N Does anyone have a combined QMS and EMS management review agenda? Management Review Meetings and related Processes 2
Y Management Review - Please review my agenda Management Review Meetings and related Processes 20
J Management Review Agenda - Thoughts regarding the attached agenda? Management Review Meetings and related Processes 8
S Risk Management Review ISO 14971 - Medical Device Risk Management 4
G Management Review (integrated system) Management Review Meetings and related Processes 17
M Management review check-list Management Review Meetings and related Processes 3
S Management Review (9.3) - Management Review Minutes/Report ISO 9000, ISO 9001, and ISO 9004 Quality Management Systems Standards 13
J ISO 13485 System 'soft start' - How to best reflect this in initial audits, management review minutes and other records? ISO 13485:2016 - Medical Device Quality Management Systems 3
O ISO 13485 - Is management review required before stage 1? ISO 13485:2016 - Medical Device Quality Management Systems 6
G ISO 17025-2017 Management Review reporting items - Inputs ISO 17025 related Discussions 1
I Management review in conformity assessment standards - Certification Bodies Management Review Meetings and related Processes 6
S Has anybody done IMS - Management Review Meeting ISO 14001:2015 Specific Discussions 8
T Management review meeting workflow ISO 13485:2016 - Medical Device Quality Management Systems 9
Casana ISO 9001 - 9.3.1 Management Review - Attendees in a flat organization Management Review Meetings and related Processes 6
Q Do Management Review records have to be on a controlled form? ISO 13485:2016 - Medical Device Quality Management Systems 30
J ISO 9001:2015 Small Operation Management Review General Auditing Discussions 6
W ISO 9001:2015 Management Review Input Template wanted ISO 9000, ISO 9001, and ISO 9004 Quality Management Systems Standards 1
G ISO 9001 - 9.3.1 Management Review - Content and Frequency Management Review Meetings and related Processes 12
S ISO 9001:2015 Clause 9.3.2 - MR (Management Review) - Adequacy of resources ISO 9000, ISO 9001, and ISO 9004 Quality Management Systems Standards 8
Q How to run a Management Review Management Review Meetings and related Processes 10
S List of requirements for Management Review in IATF 16949 IATF 16949 - Automotive Quality Systems Standard 10
D EMS Management review outputs - Strategic direction of the organization Miscellaneous Environmental Standards and EMS Related Discussions 1
B How to comply with IATF 16949:2016 9.3.2.1k - Management review IATF 16949 - Automotive Quality Systems Standard 2
M FDA News USFDA Final Report – MDUFA IV Independent Assessment of FDA’s Device Review Process Management Medical Device and FDA Regulations and Standards News 0
R ISO 9001:2015 9.3 - Required inputs to the management review - Audit Nonconformance Manufacturing and Related Processes 14
T Difference between "data analysis" and "management review" ISO 13485:2016 - Medical Device Quality Management Systems 4
J 3 Questions about Management Review - ISO 9001 and IATF 16949 Management Review Meetings and related Processes 4
W Can 2 different sites under different Quality System have a common management review? ISO 13485:2016 - Medical Device Quality Management Systems 4
I Trying to explain some of the Management Review Inputs (AS9100D) Management Review Meetings and related Processes 10
W IATF 16949 Clause 6.1.1 - My first Major NCR (Management Review) IATF 16949 - Automotive Quality Systems Standard 57
H ISO 9001:2015 Cl. 9.3.1 - General Director doesn't participate in Management Review ISO 9000, ISO 9001, and ISO 9004 Quality Management Systems Standards 8
Tagin Management Review - How elaborate should Management Review be? Management Review Meetings and related Processes 14
R University Research Project - Management Review Management Review Meetings and related Processes 17
G ISO 9001:2015 - Management Review 9.3.2 c) 5) - Monitoring and Measurement Results ISO 9000, ISO 9001, and ISO 9004 Quality Management Systems Standards 7
B IATF 16949 Clause 9.3.2.1 - Management Review Inputs IATF 16949 - Automotive Quality Systems Standard 1
B IATF 16949 Cl. 9.3.2.1 - Management Review Inputs - Process Effectiveness and Efficie IATF 16949 - Automotive Quality Systems Standard 14
A How to satisfy the "Interested Party" Management Review Requirement ISO 9000, ISO 9001, and ISO 9004 Quality Management Systems Standards 3
Z MRM (Management Review Meeting) Template for ISO 9001:2015 Management Review Meetings and related Processes 3
S What defines Top Management after a Merger? Quality Management Review (9.3.1) Management Review Meetings and related Processes 1
A ISO 9001:2015 Clause 9.3.2 - Management Review Inputs must be Documented? Management Review Meetings and related Processes 15
S Corporate Quality Manager keeping me out of the Management Review Meeting Management Review Meetings and related Processes 28
B Global / Local Management Review - ISO 9001:2008 ISO 9000, ISO 9001, and ISO 9004 Quality Management Systems Standards 8
D What should be included in Management Review Meeting for ISO 9001:2015? ISO 9000, ISO 9001, and ISO 9004 Quality Management Systems Standards 19
P Trending CAPA's in our Management Review Meetings ISO 13485:2016 - Medical Device Quality Management Systems 1
S Risk Management during Contract Review AS9100, IAQG, NADCAP and Aerospace related Standards and Requirements 14
P How CAPA's are trended in Management Review Nonconformance and Corrective Action 1

Similar threads

Top Bottom