Management Review Process Template for Canada

A Management Review Process helps organizations regularly check if their systems and procedures are working effectively. Senior leaders meet to evaluate performance data, audit results, customer feedback, and other key metrics to spot areas that need improvement and ensure compliance with Canadian standards like ISO 9001.

During these structured reviews, management teams assess risks, set new quality objectives, and make decisions about resources and process changes. The process is especially important for regulated industries like healthcare and manufacturing, where Canadian laws require documented evidence of ongoing oversight and continuous improvement efforts.

Launch a Management Review Process any time your organization needs to confirm its quality systems and strategic direction remain on track. Common triggers include preparing for ISO certification, responding to major customer complaints, or when performance metrics show concerning trends in quality or safety measures.

Canadian organizations typically conduct these reviews quarterly or annually, with additional reviews following significant changes like new regulations, leadership transitions, or expansion into regulated sectors. Manufacturing, healthcare, and financial services companies often schedule more frequent reviews to maintain compliance with strict Canadian industry standards.

• Feedback For Performance Reviews: Standard review focused on individual employee performance metrics and growth opportunities
• Goals And Performance Review: Strategic assessment linking individual objectives to organizational targets
• 360 Degree Feedback For Boss: Comprehensive evaluation gathering input from supervisors, peers, and direct reports
• Performance Management Performance Appraisal: Detailed assessment combining performance metrics with development planning
• Performance Review Manager Feedback: Leadership-focused evaluation emphasizing management effectiveness and team impact

• Senior Management Team: Leads the Management Review Process, sets objectives, and makes final decisions on resource allocation and system changes
• Quality Managers: Prepare performance data, coordinate meetings, and track implementation of review outcomes
• Department Heads: Provide operational insights and implement approved changes within their areas
• Compliance Officers: Ensure the review process meets Canadian regulatory requirements and industry standards
• External Auditors: Verify proper documentation and execution of management reviews during ISO or regulatory audits
• Stakeholders: Include customers, suppliers, and employees whose feedback influences review discussions and outcomes

• Performance Data: Collect key metrics on quality, safety, customer satisfaction, and operational efficiency from the past review period
• Compliance Status: Document any regulatory changes, audit findings, or non-conformances that need addressing
• Resource Assessment: Prepare current data on staffing, equipment, and budget allocation effectiveness
• Meeting Structure: Set clear agenda items aligned with Canadian ISO requirements and company objectives
• Documentation System: Use our platform to generate a customized review template that meets all legal requirements
• Action Planning: Create tracking mechanisms for decisions, responsibilities, and implementation timelines

• Policy Statement: Clear objectives and scope of the review process aligned with Canadian quality standards
• Review Schedule: Defined frequency and timing of reviews meeting ISO and industry requirements
• Required Inputs: List of mandatory data points including quality metrics, audit results, and customer feedback
• Participant Roles: Detailed responsibilities and authority levels of all review participants
• Documentation Requirements: Specific format for recording decisions, actions, and follow-up measures
• Compliance Framework: References to relevant Canadian regulations and standards being monitored
• Output Requirements: Format for documenting improvements, resource needs, and system changes

A Management Review Process is often confused with an Enterprise Risk Management Framework, but they serve distinct purposes in Canadian organizations. While both support organizational governance, they operate differently and complement each other.

• Focus and Scope: Management Review Process examines operational effectiveness and quality systems, while Enterprise Risk Management Framework specifically targets risk identification and mitigation across the organization
• Timing and Frequency: Management reviews occur at scheduled intervals (usually quarterly), while risk management frameworks provide ongoing guidance and protocols
• Output Type: Management reviews produce specific action items and improvement plans, whereas risk frameworks establish permanent policies and procedures
• Regulatory Context: Management reviews typically align with ISO standards, while risk frameworks often respond to financial and operational compliance requirements