ISO Management Review Toolkit, Clause by Clause

Why this exists

Most management review agendas were built from last year's agenda

Ask which clause a given section of your management review satisfies, and there is often no answer — because the agenda was assembled from what the last review covered, in the order it covered it. That works until the review meets an auditor.

The requirements an organization has never performed are precisely the ones a habit-built agenda cannot surface. If customer satisfaction was never reported, the agenda has no line for it. If nobody established audit objectives, no section asks for them. The gap is invisible from inside the document.

These toolkits invert that. Every input and every result the clause names gets its own numbered section, with the clause reference printed under the title. Where a section is MSI practice rather than a requirement, it says so — so an auditor can tell the difference, and so can you.

Each toolkit is a matched pair: a PowerPoint deck to present from and a Word minutes form to record into, generated from the same section list. Section 12 on the slide is Section 12 on the form. The presenter and the recorder are never on different items.

Start here

Choose by what your system is certified to

Pick the row that matches your certification scope. Combined-system toolkits are not two documents stapled together — they resolve every point where the standards diverge, and record which one governs.

Your certification scope	Toolkit	Sections	Price
ISO 9001 — transitioning to the 2026 edition	ISO 9001 Management Review Tool Kit	24 sections both editions	$149
ISO 14001 — transitioning to the 2026 edition	ISO 14001:2026 Management Review Tool Kit	24 sections	$249
ISO 45001 only	ISO 45001 Management Review Tool Kit	27 sections	$149
ISO 13485 — medical device	Medical Device ISO 13485 Management Review Tool Kit	23 sections	$149
ISO 7101 — healthcare	ISO 7101 Management Review Tool Kit	26 sections	$149
AS 9100 D — aerospace	AS 9100 D Management Review System	23 sections	$149
ISO 9001 + ISO 13485	Combo Medical Device ISO 13485 and ISO 9001	35 sections both editions	$249
ISO 9001 + ISO 14001	ISO 9001 and 14001:2026 Management Review Tool Kit	31 sections both editions	$349
ISO 14001 + ISO 45001 (HSE)	ISO 45001 and 14001:2026 Management Review Tool Kit	30 sections	$249
ISO 9001 + ISO 14001 + ISO 45001 (IMS)	IMS Management Review Toolkit	35 sections both editions	$349
Not certified — building the discipline first	General Purpose Management Review (Path to Quality)	25 sections	$149

Both editions — ISO 9001:2026 published on 16 September 2026. Where a toolkit is marked, it ships four files rather than two: one deck-and-form pair built to ISO 9001:2015 for the review you hold while that edition is still on your certificate, and a second pair built to ISO 9001:2026 for planning now and presenting once you transition. The 2026 pair carries a one-page transition planner. Section counts shown are for the 2026 pair.

Single-standard toolkits

One standard, one review

ISO 14001:2026

Twenty-four numbered sections built to the 2026 edition, with a ten-row comparison against 2015 — what moved and what each change means for your record. Clause 9.3 is now split into three subclauses, outputs became results, and Clause 9.2.2 a) asks for an audit objective the 2015 edition never required.

View the ISO 14001:2026 toolkit

ISO 45001

Twenty-seven numbered sections. ISO 45001 is the only standard in this family that requires the results of the review to leave the room — top management must communicate them to workers and their representatives, and the toolkit carries a five-column log recording what went to whom, by what means, when, and why anything was judged not relevant.

View the ISO 45001 toolkit

ISO 7101 — Healthcare

Twenty-six numbered sections. ISO 7101:2023 carries the longest list of mandatory review inputs of any ISO management system standard, and six of them exist in no other standard — health indicators, patient safety, waste management, internal finances and external funding, accessibility of services, and information owed to stakeholders under agreement.

View the ISO 7101 toolkit

ISO 9001:2026

Twenty-four numbered sections built to the 2026 edition, which names eight inputs at 9.3.2 where the 2015 edition named six. Interested parties becomes an input in its own right, risks and opportunities split into two, and the climate change determination has to be recorded.

View the ISO 9001:2026 toolkit

ISO 13485 — Medical Device

Twenty-three numbered sections, where the clause sits at 5.6 inside Management Responsibility rather than at 9.3. Built to take the guesswork out of what a professional device review has to present. Already ISO 9001 certified? The combined edition is the better fit.

View the ISO 13485 toolkit

AS 9100 D — Aerospace

Twenty-three numbered sections. AS 9100 D incorporates ISO 9001:2015 and is not transitioning until IA9100 publishes, so this toolkit ships one pair of files rather than two.

View the AS 9100 D system

General Purpose — Path to Quality

For organizations new to the standards that want the discipline before the certificate. Includes the educational material alongside the deck and minutes tracker, and prompts to insert your own data. Where a concept is not yet in place — customer satisfaction measurement, corrective action — the review records that as the finding and sets the goal.

View the General Purpose toolkit

Combined-system toolkits

Two or three standards, one review

An integrated agenda is not the longest of its parts. Requirements exist in one standard and not the others, and the asymmetry runs in every direction — which is why building the combined agenda from whichever standard you know best drops the requirements the others carry alone. Each combined toolkit carries an appendix recording every divergence, which standard governs it, and the alternatives considered and rejected.

ISO 9001 + ISO 13485

Thirty-five numbered sections built from 9.3 and 5.6 together. A device organization building from ISO 13485 alone misses three ISO 9001 inputs; one building from ISO 9001 alone misses six ISO 13485 requirements. Since February 2026, ISO 13485:2016 is incorporated by reference into 21 CFR Part 820 — and the exemption that shielded management review records from routine FDA inspection was not carried forward.

View the device combo toolkit

ISO 9001 + ISO 14001:2026

Thirty-one numbered sections. The most common dual certification in North America, and the one where the 2026 revision does the most damage to a habit-built agenda: Clause 9.2.2 a) now requires an audit objective, and in a single integrated audit programme that requirement reaches the quality audits too — not just the environmental ones.

View the ISO 9001 and 14001:2026 toolkit

ISO 14001:2026 + ISO 45001

Thirty numbered sections, fourteen divergences resolved. Both standards apply to the whole organization at all times, so there is no scope determination to fall back on — every difference has to be decided rather than partitioned. Including the one most organizations have not worked out: in one audit programme, the ISO 14001:2026 requirement for audit objectives reaches your safety audits too.

View the HSE combo toolkit

ISO 9001 + ISO 14001:2026 + ISO 45001

Thirty-five numbered sections and the hardest of the set to assemble alone. Twelve requirements exist in one of the three and not the others. Build from ISO 9001 and you drop worker consultation, incidents and compliance evaluation; build from the environmental and safety agendas and you drop customer satisfaction, external providers and risk-action effectiveness.

View the IMS toolkit

Look inside

Sample slides from the decks

Slides chosen to show the parts that are hard to judge from a description: how a section is anchored to its clause, what a worked example looks like, and the one-page transition planner. Every deck ships with a matching minutes form generated from the same section list.

Four files. The ISO 9001:2026 pair is 48 slides and 24 sections with an 18-page minutes form. The ISO 9001:2015 pair is 44 slides and 21 sections with a 15-page form, for the review you hold while that edition is still on your certificate.

The cover — MSI ISO 9001 management review toolkit sample slide — **The cover** A record identity block: organization, period covered, date held, called by, recorded by, and your own document reference. The deck is a template until this is filled in.

Five requirements, and one that does not exist — MSI ISO 9001 management review toolkit sample slide — **Five requirements, and one that does not exist** Where ISO 9001 reviews most often fall short. Five things routinely omitted — including interested-party needs, new as a named input in 2026 — and one thing routinely added that the clause never asked for.

The agenda — MSI ISO 9001 management review toolkit sample slide — **The agenda** Every numbered section on one slide, grouped by opening, inputs, results and closing. Section numbers match the minutes form exactly.

A section slide — MSI ISO 9001 management review toolkit sample slide — **A section slide** The clause reference printed under the title, what to bring to the meeting, and a placeholder for your data. An MSI note says what a real answer looks like and what does not count as one.

A worked example — MSI ISO 9001 management review toolkit sample slide — **A worked example** Completed data built to be replaced. Perennia Corp is a fictional organization MSI created for illustration, marked as such throughout.

Climate change reference — MSI ISO 9001 management review toolkit sample slide — **Climate change reference** Clause 4.1 requires a determination, not a yes. Each route in, what it looks like, and what follows if the answer is yes — including that not relevant is a valid answer and no determination is not.

The transition planner — MSI ISO 9001 management review toolkit sample slide — **The transition planner** Nine milestones with an owner, a target date and a status, worked backwards from the two dates you do not control: your next surveillance audit and your recertification audit.

Where to go next — MSI ISO 9001 management review toolkit sample slide — **Where to go next** The minutes form that pairs with the deck, and the procedures behind the record.

Four files. The 2026 pair is 58 slides and 31 sections with a 25-page minutes form and a fifteen-row integration decision record. The ISO 9001:2015 + ISO 14001:2026 pair is 55 slides and 29 sections with a 22-page form.

The cover — MSI 9001 + 14001 management review toolkit sample slide — **The cover** A record identity block: organization, period covered, date held, called by, recorded by, and your own document reference. The deck is a template until this is filled in.

Fifteen decisions, resolved — MSI 9001 + 14001 management review toolkit sample slide — **Fifteen decisions, resolved** Nine requirements exist in one standard and not the other, and three more are new in the 2026 edition of ISO 14001. The stricter requirement governs each, and the deck records which.

The agenda — MSI 9001 + 14001 management review toolkit sample slide — **The agenda** Every numbered section on one slide, grouped by opening, inputs, results and closing. Section numbers match the minutes form exactly.

A section slide — MSI 9001 + 14001 management review toolkit sample slide — **A section slide** The clause reference printed under the title, what to bring to the meeting, and a placeholder for your data. An MSI note says what a real answer looks like and what does not count as one.

A worked example — MSI 9001 + 14001 management review toolkit sample slide — **A worked example** Completed data built to be replaced. Perennia Corp is a fictional organization MSI created for illustration, marked as such throughout.

Climate change reference — MSI 9001 + 14001 management review toolkit sample slide — **Climate change reference** Clause 4.1 requires a determination, not a yes. Each route in, what it looks like, and what follows if the answer is yes — including that not relevant is a valid answer and no determination is not.

The transition planner — MSI 9001 + 14001 management review toolkit sample slide — **The transition planner** Nine milestones with an owner, a target date and a status, worked backwards from the two dates you do not control: your next surveillance audit and your recertification audit.

Where to go next — MSI 9001 + 14001 management review toolkit sample slide — **Where to go next** The minutes form that pairs with the deck, and the procedures behind the record.

Four files. The ISO 9001:2026 + ISO 13485:2016 pair is 61 slides and 35 sections with a 26-page minutes form. The ISO 9001:2015 pair is 56 slides and 32 sections with a 24-page form. ISO 13485 is not being revised, so the transition planner is scoped to the quality certificate alone.

The cover — MSI 9001 + 13485 management review toolkit sample slide — **The cover** A record identity block: organization, period covered, date held, called by, recorded by, and your own document reference. The deck is a template until this is filled in.

What ISO 13485 asks that ISO 9001 does not — MSI 9001 + 13485 management review toolkit sample slide — **What ISO 13485 asks that ISO 9001 does not** Seven ISO 13485 requirements have no ISO 9001 equivalent. An organization building its review from the ISO 9001 clause list alone will not have them. The asymmetry runs both ways, across two slides.

The agenda — MSI 9001 + 13485 management review toolkit sample slide — **The agenda** Every numbered section on one slide, grouped by opening, inputs, results and closing. Section numbers match the minutes form exactly.

A section slide — MSI 9001 + 13485 management review toolkit sample slide — **A section slide** The clause reference printed under the title, what to bring to the meeting, and a placeholder for your data. An MSI note says what a real answer looks like and what does not count as one.

A worked example — MSI 9001 + 13485 management review toolkit sample slide — **A worked example** Completed data built to be replaced. Here the scope determination that governs which sections apply — recorded rather than assumed, because an unrecorded exclusion reads as an omission. Perennia Corp is a fictional organization MSI created for illustration.

Climate change reference — MSI 9001 + 13485 management review toolkit sample slide — **Climate change reference** Clause 4.1 requires a determination, not a yes. Each route in, what it looks like, and what follows if the answer is yes — including that not relevant is a valid answer and no determination is not.

The transition planner — MSI 9001 + 13485 management review toolkit sample slide — **The transition planner** Nine milestones with an owner, a target date and a status. Scoped to the quality certificate alone, because ISO 13485:2016 is not being revised on this timetable and the device certificate does not move.

Where to go next — MSI 9001 + 13485 management review toolkit sample slide — **Where to go next** The minutes form that pairs with the deck, and the procedures behind the record.

Four files. The 2026 pair is 62 slides and 35 sections with a 30-page minutes form. The ISO 9001:2015 pair is 58 slides and 33 sections with a 27-page form. Two of the three standards are transitioning; ISO 45001:2018 is not.

The cover — MSI 9001 + 14001 + 45001 management review toolkit sample slide — **The cover** A record identity block: organization, period covered, date held, called by, recorded by, and your own document reference. The deck is a template until this is filled in.

What ISO 45001 and ISO 14001 ask that ISO 9001 does not — MSI 9001 + 14001 + 45001 management review toolkit sample slide — **What ISO 45001 and ISO 14001 ask that ISO 9001 does not** ISO 45001 predates the harmonized structure and carries requirements neither other standard has. ISO 14001:2026 is the only one of the three requiring an audit objective.

The agenda — MSI 9001 + 14001 + 45001 management review toolkit sample slide — **The agenda** Every numbered section on one slide, grouped by opening, inputs, results and closing. Section numbers match the minutes form exactly.

A section slide — MSI 9001 + 14001 + 45001 management review toolkit sample slide — **A section slide** Section 1 confirms scope and whether workers' representatives exist — the determination Section 32 depends on. The clause reference sits under the title; house requirements say so plainly.

A worked example — MSI 9001 + 14001 + 45001 management review toolkit sample slide — **A worked example** Completed data built to be replaced. Perennia Corp is a fictional organization MSI created for illustration, marked as such throughout.

Climate change reference — MSI 9001 + 14001 + 45001 management review toolkit sample slide — **Climate change reference** Clause 4.1 requires a determination, not a yes. Each route in, what it looks like, and what follows if the answer is yes — including that not relevant is a valid answer and no determination is not.

The transition planner — MSI 9001 + 14001 + 45001 management review toolkit sample slide — **The transition planner** Nine milestones with an owner, a target date and a status, worked backwards from the two dates you do not control: your next surveillance audit and your recertification audit.

Where to go next — MSI 9001 + 14001 + 45001 management review toolkit sample slide — **Where to go next** The minutes form that pairs with the deck, and the procedures behind the record.

Two files: 47 slides and 23 sections with a 16-page minutes form. AS 9100 D incorporates ISO 9001:2015 and is not transitioning until IA9100 publishes, so this toolkit is one pair rather than two.

The cover — MSI AS 9100 D management review toolkit sample slide — **The cover** A record identity block: organization, period covered, date held, called by, recorded by, and your own document reference. The deck is a template until this is filled in.

Five requirements, and one that does not exist — MSI AS 9100 D management review toolkit sample slide — **Five requirements, and one that does not exist** Where AS 9100 reviews most often fall short, including on-time delivery performance — a named input in its own right that is usually reported as a business metric and never entered into the review.

The agenda — MSI AS 9100 D management review toolkit sample slide — **The agenda** Every numbered section on one slide, grouped by opening, inputs, results and closing. Section numbers match the minutes form exactly.

A section slide — MSI AS 9100 D management review toolkit sample slide — **A section slide** The clause reference printed under the title, what to bring to the meeting, and a placeholder for your data. An MSI note says what a real answer looks like and what does not count as one.

A worked example — MSI AS 9100 D management review toolkit sample slide — **A worked example** Completed data built to be replaced. Perennia Corp is a fictional organization MSI created for illustration, marked as such throughout.

Where to go next — MSI AS 9100 D management review toolkit sample slide — **Where to go next** The minutes form that pairs with the deck, and the procedures behind the record.

Worked examples use a fictional organization created by MSI for illustration only, built to be replaced with your own data. Slides shown are reduced-resolution previews.

Inside every toolkit

What you get

Every toolkit on this page is built to the same architecture — numbered sections anchored to the clause each one satisfies, and the same set of supporting pages. Files are .pptx and .docx, fully editable, with no protection and no macros. The two toolkits marked both editions above ship four files instead of two.

A presentation deck

What you present from. A numbered badge, the clause reference, and a preparation prompt on every section slide.

A Word minutes form

The record the clause requires, with every section anchored to the requirement it satisfies.

One shared spine

Deck and form generated from the same section list, so the presenter and the recorder are never on different items.

Worked examples

Example slides showing completed data, each marked as example data to replace. Native editable charts, not images.

Terms used

Plain-language explanations of every term carrying a specific meaning in the standard, with the clause where each is defined.

Before you hold this review

Each section mapped to the record that feeds it, and what to do if you do not have it — so you find out while preparing, not at audit.

Document control throughout

Company name placeholder, period covered, template revision date and review date, marked internal use and proprietary on every slide and page.

An appendix of divergences

On the four combined editions: every point where the standards differ, which one governs, the alternative not taken, and the decisions to confirm before adoption.

Stated plainly

What these toolkits do not do

They do not make you compliant

A toolkit records what the clause requires, with every entry traceable to it. Compliance depends on the management system the review is reviewing, not on the document that reports it.

They do not create the records they draw on

A management review cannot manufacture an aspects register, a hazard identification, a compliance register, or a set of health indicators that do not exist. Where one is missing, the toolkit captures that as the finding — which is the honest answer rather than a workaround.

A record is not a procedure

ISO 13485, 5.6.1 requires both a documented procedure and a record. These toolkits are the record. The procedure comes from MSI's Leadership and Commitment procedure template.

The worked examples are fictional

Every example uses a fictional organization created by MSI for illustration, marked as such throughout and intended to be replaced with your own data before the review is held.

Works alongside

The rest of the system

ISO 14001:2026 Transition Course

The management review is not the last step of a transition — it is the specification for one. This course covers every clause change, the new Clause 6.3, and the register updates the 2026 edition requires. First module free.

View the transition course

ISO Procedure Templates and Guides

The procedures that produce the data a management review reports. Thirteen procedure families and 100+ templates across ISO 9001, 13485, 14001:2026, 45001 and 7101, written to one architecture so the set interlocks — including the Leadership and Commitment procedure the review record depends on.

Browse the template library

ISO 9001 Internal Auditing — 2 Day

Internal audit results are a mandatory input to every management review on this page, and a review is only as good as the audits feeding it. Two days on planning, interviewing, sampling, and writing findings that drive corrective action rather than sit in a folder.

View the internal auditing course

Not sure which one

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ISO Management Review Toolkits

Most management review agendas were built from last year's agenda

Choose by what your system is certified to