Management Review Format 9001:2015/14001:2015 - Multi Site / New Management

[Bdtank]

I have a top management team that has expanded considerably in size since last year's MR. They all have been brought on board within the last 6 months.

In previous years, we'd hold management review as a 2.5 hour meeting. Each department's (across three sites) presented their required inputs in two slides or less. Management at the time did not find the meeting very valuable and truthfully neither did I. Separately, it was almost impossible then to find a time for participants to meet.

For those with bigger organizations or multi-site ISO 9001/14001 systems:
How are you structuring management review so it stays valuable?
Do departments present directly, or does the management representative consolidate and present?
If inputs are discussed across multiple meetings, how are you handling documentation without it becoming a tracking nightmare?

The management representative of a different entity at our company has all departments prepare their inputs and he would present them directly to two top management members. With a new executive team, and myself new to quality management, I am hesitant to go this route.

I've reviewed several threads and it seems that resources aren't available for download. Could someone share their experience with managing mid-sized companies' MR?

Thanks in advance.

 

[Randy]

Yep, MS teams or something like that to start with.......And where is the requirement for a meeting to begin with?

 

[Golfman25]

I have a top management team that has expanded considerably in size since last year's MR. They all have been brought on board within the last 6 months.

In previous years, we'd hold management review as a 2.5 hour meeting. Each department's (across three sites) presented their required inputs in two slides or less. Management at the time did not find the meeting very valuable and truthfully neither did I. Separately, it was almost impossible then to find a time for participants to meet.

For those with bigger organizations or multi-site ISO 9001/14001 systems:
How are you structuring management review so it stays valuable?
Do departments present directly, or does the management representative consolidate and present?
If inputs are discussed across multiple meetings, how are you handling documentation without it becoming a tracking nightmare?

The management representative of a different entity at our company has all departments prepare their inputs and he would present them directly to two top management members. With a new executive team, and myself new to quality management, I am hesitant to go this route.

I've reviewed several threads and it seems that resources aren't available for download. Could someone share their experience with managing mid-sized companies' MR?

Thanks in advance.

2.5 hours in management review -- I'd rather stick pins in my eyes. Figure out a way to include MR topics in already planned meetings.

 

[Bdtank]

Yep, MS teams or something like that to start with.......And where is the requirement for a meeting to begin with?

Currently written in our MR procedure.

Could you expand on your MS Teams suggestion? Are you referring to a Teams channel?

 

[Bdtank]

2.5 hours in management review -- I'd rather stick pins in my eyes. Figure out a way to include MR topics in already planned meetings.

Do you have experience with documenting this way? Compiling MR topics from previous meetings seems like the way to go but it introduces risk to maintaining and tracking more documentation.

 

[Golfman25]

Do you have experience with documenting this way? Compiling MR topics from previous meetings seems like the way to go but it introduces risk to maintaining and tracking more documentation.

You can use a checklist to make sure you get everything covered.

 

[Randy]

Could you expand on your MS Teams suggestion? Are you referring to a Teams channel?

Instead of everyone having to get into the same room do it by Teams or whatever if you feel compelled to have a drawn-out meeting.

I've got clients that send required information out over the course of their designated time period by email, messenger or whatever, for review and comment back. Then a coordinator (or management rep-who cares) compiles everything into a report and dispenses the results to the relevant necessary parties. Everything is tracked electronically and that becomes part of the review record.

Over the years I've seen that MR meetings tend to be wasted time, full of BS nobody cares about, and just another block checked off without real meaning or context.

 

[Bev D]

I concur with @Randy. I have found management review meetings to be a colossal waste of time. Sure they check the box, but basically… they check the box. In my last organization we embedded ‘management review’ in our everyday (weekly, monthly and quarterly) meetings about product quality, Development projects and manufacturing. Then a yearly review of quality was done at our annual strategic planning meetings and all high level (improvement) objectives and goals were set. All of these regularly scheduled ‘official’ meetings had minutes, presentations, metric trending, etc. It was harder for the auditor as they had to look at a broad swath of records, but who cares about them? It was easier for us and it actually helped improve quality. Go figure.

…and Randy is referencing the Microsoft Teams software for internal geographically dispersed members. Used the crap out of that during COVID - really works well.

 

[ScottK]

I've found actual meetings, whether in-person or remote, to be useful for newer rollouts with people relatively inexperienced with QMS's. But never 2.5 hours... 1 hour at most. If there is that much to cover, I would break it down into two meetings spaced 6 months apart, each covering about half the inputs.

But the more mature the QMS and the more experienced the team: I align with Randy and Bev. It becomes just a rote exercise to check a box with information that has already been shared. Just need someone to own the documentation process to make sure the elements in the standard are all covered over your set time period.

 

[Golfman25]

I concur with @Randy. I have found management review meetings to be a colossal waste of time. Sure they check the box, but basically… they check the box. In my last organization we embedded ‘management review’ in our everyday (weekly, monthly and quarterly) meetings about product quality, Development projects and manufacturing. Then a yearly review of quality was done at our annual strategic planning meetings and all high level (improvement) objectives and goals were set. All of these regularly scheduled ‘official’ meetings had minutes, presentations, metric trending, etc. It was harder for the auditor as they had to look at a broad swath of records, but who cares about them? It was easier for us and it actually helped improve quality. Go figure.

…and Randy is referencing the Microsoft Teams software for internal geographically dispersed members. Used the crap out of that during COVID - really works well.

Yeah, unfortunately a lot of auditors have a problem with understanding an ongoing process. They need a specific "date" to put into their report or something. One work around the OP could use, is a summary sheet showing where each element of MR was handled -- simplify the auditor's job gives you "bonus points."