Management review needs structure. Not another spreadsheet.
ISO requires management to regularly review the management system's performance. With AmpliFlow's checklists, you create a template for the review with all ISO-required inputs as agenda items. Data from deviations, audits, goals, and risks is already in the system.
Companies using AmpliFlow to run their management system
Management review checklist
ISO requires specific inputs for management review. With a checklist template in AmpliFlow, you ensure nothing is missed — and the data is already in the system.
Status of internal and external audits since last review.
Relevant data available in
- AuditsCompleted audits, findings and status
- DeviationsAudit-related deviations and their action status
Sample data
Decisions to make
- Does the audit frequency need adjusting?
- Are extra resources needed to close open deviations?
Customer satisfaction, complaints, and feedback.
Relevant data available in
- ImprovementsIncoming customer complaints and status
- GoalsCustomer satisfaction targets and outcomes
Sample data
Decisions to make
- Are there patterns in customer complaints?
- Does customer communication need improvement?
How well processes deliver against established goals.
Relevant data available in
- ProcessesProcess map with linked data
- GoalsGoal achievement per process
- ReportsKPIs and trend data
Sample data
Decisions to make
- Which processes need resources or improvement efforts?
- Do the goals need adjusting?
Trends in nonconformities and the effectiveness of corrective actions.
Relevant data available in
- DeviationsAll deviations with category, cause and status
- ActionsCorrective actions and their effectiveness
Sample data
Decisions to make
- Is root cause analysis working? Are the same types of deviations recurring?
- Are preventive actions needed?
Changes in the risk landscape and new opportunities.
Relevant data available in
- RisksRisk register with current assessments
- StakeholdersChanged stakeholder requirements
Sample data
Decisions to make
- Are the risk treatments sufficient?
- Should we act on identified opportunities?
Resource requirements to maintain and improve the management system.
Relevant data available in
- CompetenceCompetence needs and training plan
- ActionsResource-intensive actions
Sample data
Decisions to make
- What investments are needed for the coming period?
- Is there sufficient competence for planned improvements?
Create a checklist template with all ISO requirements. When it's time for the meeting, fill in the checklist with data already in AmpliFlow. Structured, traceable, and done.
The data exists — you just need the structure
In most organizations, management review preparation starts weeks in advance. The quality manager sends emails to departments: "Can you compile your deviations? How did the goals go? Have you updated the risk assessment?"
Answers arrive in different formats — Excel files, PowerPoint presentations, verbal reports. Someone then has to stitch it all into a presentation that management can act on.
In AmpliFlow, all that data already exists. Deviations are recorded continuously. Audit results are documented when audits are performed. Goals are measured on an ongoing basis. Risks are assessed and updated. You create a checklist template for the review and reference that data during the meeting.
The quality manager's role shifts from data collector to analysis support. Instead of chasing numbers, you can focus on interpreting trends and preparing input that actually leads to improvements.
Decisions that don't stay in the minutes
The most common problem with management review isn't the meeting itself — it's that decisions are forgotten afterward. In AmpliFlow, every decision becomes an action with an owner, deadline, and follow-up.
Decision made
During the meeting, management identifies what needs to be done.
Action created
The decision becomes an action with an owner and deadline — directly in the meeting.
Follow-up
The action is tracked in the same system. Status is visible in the next review.
Verified
Complete traceability: decision → action → result. The auditor sees the chain.
Every standard requires this
Management review is not optional. Every ISO management system standard requires top management to regularly review the system's suitability, adequacy, and effectiveness.
ISO 9001:2015
Clause 9.3
Quality management system performance, customer satisfaction, process results, and nonconformity trends shall be reviewed.
ISO 14001:2015
Clause 9.3
Environmental performance, compliance obligations, environmental objectives, and changes in external conditions shall be addressed.
ISO 27001:2022
Clause 9.3
Information security status, incidents, risk assessments, and improvement opportunities shall be reviewed.
ISO 45001:2018
Clause 9.3
OH&S performance, incidents, risks and opportunities, and worker participation shall be reviewed.
Questions about management review in AmpliFlow
How do we structure management review in AmpliFlow?
You create a checklist template with agenda items matching ISO requirements. The data you need — deviations, audit results, goal achievement, risk assessments — is already recorded in AmpliFlow. During the meeting, you reference that data while completing the checklist.
Can we customize the agenda for our ISO requirements?
Yes. You create your own agenda template as checklists with agenda items matching your standards. ISO 9001, 14001, 27001, and 45001 have similar input requirements — you can cover all of them in the same review.
How do we follow up on decisions made during the meeting?
Decisions become actions directly during the meeting — with an owner, deadline, and link to the review. Actions are tracked in the same system and visible in the next review.
How often should we conduct management review?
ISO standards require review at planned intervals. Most organizations do it annually, but quarterly gives better governance. With AmpliFlow, preparation is minimal regardless of frequency, since data is collected continuously.
Can we export meeting documentation?
Yes. The checklist with all agenda items and what you documented during the meeting can be exported to PDF. Useful for archiving and for showing certification auditors.
Are there pre-built templates for management review?
You use the checklist system to build your own management review template. The advantage is that you get exactly the structure that fits your organization and standards — not a rigid form that doesn't match how you work.
Structure your review
Book a meeting and we'll show you how AmpliFlow's checklists give you a structured template for management review — with data already in the system.