Annual Management Review Template for Canada

1. Sustainability Performance: Review of environmental and social responsibility initiatives, used when organization has specific ESG commitments

2. Innovation and Development: Assessment of R&D activities and innovation initiatives, relevant for technology-focused organizations

3. Market Analysis: Review of market position and competitive landscape, important for commercial organizations

4. Supplier Performance: Evaluation of key suppliers and supply chain effectiveness, crucial for manufacturing or retail organizations

5. IT Systems and Security: Review of IT infrastructure and cybersecurity measures, essential for digital-dependent organizations

6. Project Portfolio Review: Analysis of major projects and initiatives, relevant for project-based organizations

7. Branch/Division Performance: Detailed review of individual business units, necessary for organizations with multiple divisions

1. Appendix A: Performance Metrics Dashboard: Detailed charts and graphs showing key performance indicators and trends

2. Appendix B: Financial Performance Summary: Key financial metrics, budgets, and variance analysis

3. Appendix C: Audit Findings Summary: Compilation of internal and external audit results and corrective actions

4. Appendix D: Customer Satisfaction Data: Detailed customer feedback analysis and satisfaction metrics

5. Appendix E: Risk Register: Updated risk assessment matrix and mitigation strategies

6. Appendix F: Action Items Log: Detailed tracking of actions identified during the review

7. Appendix G: Resource Requirements: Detailed analysis of resource needs and allocation recommendations

8. Schedule 1: Management Review Meeting Minutes: Official minutes from management review meetings

9. Schedule 2: Compliance Certificates: Copies of relevant compliance certificates and regulatory submissions