Management Review Schedule

Annual Schedule

Plan management reviews to occur quarterly, ensuring timely evaluation and response to OHSMS effectiveness and emerging challenges. The specific timing can be adjusted based on the organization's operational calendar and compliance requirements.

Quarter	Month	Primary Focus	Preparation Deadline
Q1	January	Review of previous year's performance and annual objectives	Mid-December
Q2	April	Q1 performance review and regulatory updates	Mid-March
Q3	July	Mid-year performance review and corrective action follow-up	Mid-June
Q4	October	Q3 review, preparation for end-of-year audit	Mid-September

Management Review Meeting Template

Meeting Agenda

Opening Remarks
- Purpose of the meeting
- Review of agenda
Review of Previous Actions
- Status updates on actions from the last meeting
Performance Metrics
- Safety incidents and trends
- Audit findings
- Training completion rates
- Employee feedback and suggestions
Regulatory Compliance Updates
- Changes in health and safety legislation
- Compliance status
Risk Management
- Emerging risks and opportunities
- Effectiveness of risk mitigation measures
Objective Setting
- Review of current objectives
- Setting new objectives for the next period
Resource Allocation
- Needs for additional resources (training, equipment, personnel)
Open Discussion
- Any other business
Summary and Closing
- Summary of decisions and actions
- Confirmation of next meeting date

Management Review Report Template

Report Header

Review Date:
Attendees:
Location:

Annual Schedule

Management Review Meeting Template

Meeting Agenda

Management Review Report Template

Report Header

1. Executive Summary