===== Management review =====

=== Definition===
Management review is a [[general_term:review|review]] with regards to the [[data_quality_general:data_quality_management_system|data quality management system]] by top management. 

===Notes===

Management Review is not a topic in DAMA DMBOK, but it is related to data governance. 

The term 'management review' refers to both the review process and the meeting in which the process takes place. 

=== Purpose===

Purposes of management reviews are: 
  * Determine and evaluate the effectiveness of the [[data_quality_general:data_quality_management_system|data quality management system]] (DQMS)
  * Determine the need for change and improvement 
  * Determine the suitability of the [[data_quality_management_system:data quality policy|data quality policy]] and the [[data_quality_management_system:data quality_objective|data quality objectives]]. 

=== Life cycle ===
==Inputs==

Inputs to the management review are: 
  - Minutes from previous management reviews 
  - The data [[data_quality_management_system/data_quality_policy|quality policy]], data quality objectives and targets 
  - Results of [[data_quality_management_system/internal_audit|internal audits]] and external audits.
  - The extent to which [[data_quality_management_system/data_quality_objective|data quality objectives]] and the numeric targets were met 
  - Assessment of [[data_quality_management_system/data_quality_risk_analysis|risk management]] actions 
  - New or proposed legislation or regulations (context analysis) 
  - [[data_quality_management_system/data_supplier|External providers]] and suppliers’ performance 
  - Changing expectations/requirements of relevant stakeholders 
  - Changes in strengths and weakenesses as well as threats and opportunies regarding data quality (context analysis)


^ Phase  ^ Activity                  ^
| Plan   | * Prepare inputs.         |
|        | * Plan data.              |
| Do     | * Conduct meeting.        |
|        | * Approve proposals.      |
|        | * Agree on actions.       |
|        | * Create minutes.         |
|        | * Publish minutes         |
| Check  | * Monitor actions.        |
|        | * Audit the procedure     |
|        | * Evaluate the procedure  |
| Act    | * Change procedure        |

==Outputs==

Outputs of the management review are: 
  - Process improvement actions (including preventive actions) 
  - DQMS improvement actions 
  - Data quality improvement actions 
  - Resource provision actions 
  - Revised business plans and budgets 
  - Change data quality policy and data quality objectives 
  - Management meeting minutes 
=== Characteristics and requirements ===
Characteristics and requirement of a Management Review are:
^ Characteristic              ^ Requirement                                                    ^
| Periodicity                 | The management review is held periodically. At least annualy.  |
| Completeness of the input   | All inputs are adressed.                                       |
| Completeness of the output  | All outputs are adressed.                                      |

=== Relations ===
|Management review|is child of|[[general_term/review|review]]|
|Management review| is element of a |[[general_term/management_system|management system]]|
|Management review| evaluates the effectiveness of the| [[general_term/management_system|management system]]|

=== Questions ===
**Question**: Should a management review be held in a specific meeting?  **Answer**: No, a management review can be part of a regular board meeting, but should be documented explicitly (separate minutes for example). 
 
**Question**: Who should receive the minutes of the meeting? **Answer**: All action holders should be informed about the actions to be taken. 


**Question**: Is a management review obligatory? **Answer**: It depends. A management review is obligatory if the organization wants to be certified for ISO 9001. Moreover, a management review makes management responsible for the DQMS, increases support within the organisation and legitimacy of the DQMS. It is a proper element of a management system. So, it is highly recommended. 

=== References ===
  * Management review explained [ISO 9001:2015]. (2021). ISO 9001, ISO 14001, ISO 45001 Quality Management Templates. https://www.iso-9001-checklist.co.uk/9.3-management-review-eur.htm 
  * (n.d.). ISO 9001, ISO 14001, ISO 45001 Quality Management Templates. https://www.iso-9001-checklist.co.uk/download/control-of-management-reviews-procedure-sample.pdf 
  * ISO 9000:2015. Quality Management Systems – Requirements.  
  * ISO 9001:2015. Quality Management Systems – Fundamentals and vocabulary. 

{{tag>All DQMS DUMS}}