Management Review Matrix 5.6.1 (record) & 8.5
(Not a decision to take action, but an assessment [at planned intervals described in the quality manual/Business Model] to determine if a decision to take further action is necessary)
Inputs 5.6.2 include a review of actual or potential nonconformities 8.5.2a & 8.5.3b with causes 8.5.2b, potential causes 8.5.3a or opportunities for improvement 8.5.1 and an evaluation
of the need to take action 8.5.2c & 8.5.3b included in decisions 5.6.3, where applicable. The system is deemed to be suitable (fits us), adequate (describes everything we have to live up to) and effective (is driving behavior) when the conclusions for each topic (input) show there are no action item(s) and/or those with action items reflecting the actions needed to reach that same conclusion (once these things are fixed we will be more suitable, adequate, and effective).
Follow-up of actions from previous meetings 5.6.2e, 8.5.2f , & 8.5.3e
Check all that apply
Actions complete and found to be effective.
Most actions are done (closed out), with those still open carried over. / Action Item#
Most actions done (closed out), with those still open (some or all of the open items) closed out because we changed our mind. / Action Item#
Basis for decision or cause/potential cause(s) needing further action:
· Ensure awareness of contributions to the Policy; and knowledge of Quality Objectives;
· Ensure Training Matrix is up-to-date;
· Ensure all periodic Supplier Evaluation reviews are completed;
· Ensure all hyperlinks within the MCP and throughout the web page are functioning.
· Make sure an analysis of the NCRs is completed and that it ties to CA and Pas
· / Process Performance/Product Conformity 5.6.2c, 8.4b, 8.4c, 8.4d, 8.5.2a & 8.5.3a
Review of measurements from objectives and data related to process performance and quality (product conformity).
Check one
Considered acceptable or leaving it alone for now to see if actions by area management will improve (if below a set goal).
Deciding to take action as an opportunity for improvement and/or to “right the ship.” / Action Item#
Measurements reviewed and basis for decision or cause/potential cause(s) needing action:
a) Quality: With the goal being to have less incidents this period in time than the last, review the Nonconformances from the inspection log; -and- the overall yield of inspections performed for product or process-related problems incurred this time period. Then, provide a conclusion here, whether or not an action item is generated as a result of this information and it is believed to be necessary.
b) On-Time Delivery: With the goal being to maintain a minimum of XX% O-T-D, compare parts shipped on-time to those that were late. Then, provide a conclusion here, whether or not an action item is generated as a result of this information.
c) CSAT: With the goal being to maintain at least a YY% average of customer satisfaction, review and analyse the incidents on the O/I Log. Then, provide a conclusion here, whether or not an action item is generated as a result of this information.
d) Suppliers: With the goal being to have less incidents this period in time than the last period, review the Opportunities & Issues Log for supplier-related problems incurred this time. Then, provide a conclusion here, whether or not an action item is generated as a result of this information.
e) Profitability: With the goal being to maintain at least a 15% profitability margin, review the financial results and summarize the business results, as pertinent to profitability and all the quality objectives.
Customer (Feedback) Confidence 5.6.2b, 8.4a, 8.5.2a & 8.5.3a
Review of measurements from objectives and data related to surveys/customer feedback and on-time delivery.
Check one
Considered acceptable or leaving it alone for now to see if actions by area management will improve.
Deciding to take action as an opportunity for improvement and/or to “right the ship.” / Action Item#
Basis for decision or cause/potential cause(s) needing further action:
a) With the goal being to have less incidents this period in time than the last, review of the Opportunities & Issues Log for customer-related problems incurred this time and provide a conclusion here, if no action item is generated as a result of this information and it is believed to be necessary.
b) Per the goal established at the previous review or a set goal maintained on the on-time delivery report/chart, evaluate the results and provide a conclusion here, if no action item is generated as a result of this information and it is believed to be necessary.
New or Revised Regulatory Requirements 5.6.2h
Check all that apply
No changes to existing Regulatory Requirements
Need to investigate potential changes to Regulatory Requirements (most times advised from customers or suppliers). / Action Item#
Change all necessary documents and procedures to address New or revised Regulatory Requirements. / Action Item#
Basis for decision or cause/potential cause(s) needing further action: / Results of audits 5.6.2a
Review of audit results (actual or summary)
Check one
Considered acceptable or leaving it alone for now to see if actions by area management will improve.
Deciding to take action as an opportunity for improvement and/or to “right the ship.” / Action Item#
Basis for decision or cause/potential cause(s) needing further action:
Status of preventive and corrective actions 5.6.2d, 8.5.2f, & 8.5.3e
Review of corrective &/or preventive actions since the last review.
Check one
Considered acceptable or leaving it alone for now to see if actions by area management will improve.
Deciding to take action as an opportunity for improvement and/or to “right the ship.” / Action Item#
Basis for decision or cause/potential cause(s) needing further action:
a) Review a summary of completed Process Improvement Forms and completed entries on the Opportunities & Issues Log to ensure we are current (closing the loop). Report if the actions taken were effective, and analyze/ brainstorm to see if we can apply what we learned to other areas. Report a conclusion based on the available data and analysis. / Business/structural changes and/or new/revised regulatory requirements affecting the QMS 5.6.2f, 5.6.2h, & 5.4.2b (maintaining the integrity of the QMS when changes occur)
Check all that apply
No business related/structural changes or new/revised regulatory requirements have occurred since our last meeting and none are planned or expected.
We are doing things, are planning to do things, or will need to do things (new or revised regulatory requirements) that will affect our business model or ability to satisfy regulatory requirements and need to evaluate the changes to ensure the integrity of the management system is maintained (Product Realization & Quality Planning can be used to facilitate considerations). / Action Item#
We are about to stop doing something that will affect our business model and need to evaluate the changes to ensure the integrity of the management system and regulatory requirements are maintained (Product Realization & Quality Planning can be used to facilitate considerations). / Action Item#
Basis for decision or cause/potential cause(s) needing action:
Recommendations for improvement (including changes to the policy and/or objectives) 5.6.1 & 5.6.2g
Describe any additional improvement opportunities we can realize in the box to the right. / Action Item#
Management Review Attendees: (check all who are present, with the VP the only required attendee)
CEO / VP/ ISO Management Rep
President / Administrator
Management
Sign-off: / Date:Signifies management has attended, reviewed, and accepted the results of the management review, assigning any action items as necessary.
Action Items Closure:
/ Closed by: / Date:The ISO Management Representative signs off after all issues have been closed out. This record (this form and any attachments) is maintained per the Master Control Plan.
The back of this form or attachments to it can be used for additional questions and/or inputs or to identify issues, etc. Outputs (action items) are included in the Opportunities & Incidents Log.
ManagementReviewMatrix Revision: 9/10/2008 (describe changes: Added references to new/revised regulatory requirements) Page 3 of 3