Management Review

Laboratory Name: 

Date: 

Completed By:

Participants (Name, Title): 

Outline1

Executive Summary: 

 Changes in Relevant Issues (Internal and External) 

 Fulfillment of Objectives 

 Short-term/Long-term Goals 

 Highlights 

Suitability of Policies and Procedures: 

Quality Management System Documentation

 Quality Manual 

o Quality Policy and Objectives (e.g., Competence, impartiality, consistent 

operations)

 Documentation, Process Systems, Procedures, Supporting Documents2, and 

Records

o Administrative Procedures (SAPs) 

o Good Measurement Practices (GMPs) 

o Operating Procedures (SOPs) 

o Documentary Standards, Technical Procedures, Specifications (External 

Sources) 

o Software 

o Other 

Improvement Opportunities 

1 This report template describes the essential elements required by NIST Handbook 143 (2018) for 

laboratory recognition. A management review must be conducted at least once every 12 months, but can 

occur more frequently. 

2 See the Laboratory Master List for approved processes, procedures, and supporting documents. 

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Management Review

Reports: 

Previous Management Review(s) 

 Outcome

 Status of Actions (Corrective & Improvement) 

 Evaluation of Effectiveness of Actions

Internal Audits 

(Quality, Technical, Safety)

 Outcome

 Status of Actions (Corrective & Improvement) 

 Evaluation of Effectiveness of Actions

Other Corrective Actions 

 Outcome

 Status of Actions (Corrective & Improvement) 

 Evaluation of Effectiveness of Actions

External Assessments 

(Recognition, Accreditation, Customers)

 Outcome

 Status of Actions (Corrective & Improvement) 

 Evaluation of Effectiveness of Actions

Workload: 

Summary of Work Volume, Type, and Changes

 Customers (New, Returning) 

 Areas of Measurement Scope, Number of Artifacts 

 Trends (Increases, Decreases) 

o How has your workload changed (increase/decrease)?

o Are you seeing trends in the workload (measurement area, artifact type)? 

o Are you observing changes in customer requests (frequency, turnaround 

time needed)? 

o Workload survey. Describe workload comparison with other labs (e.g., 

with similar scopes, region)? 

o Changes in customers (quantity, industry sector)? 

o Increase/decrease in out of state customers? 

 Opportunities for Improvement 

o Expand, improve, or discontinue measurement service(s) offered? 

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Management Review

Customer and Personnel Feedback: 

 Sources may include: surveys, direct elicitation, benchmarking, focus groups, 

social media analysis, customer service notes, correspondence, suggestion box, 

website analytics, feedback/complaint forms, and cancelled services. 

 Quantity, Trends (increase/decrease) 

 Positive

 Negative (Complaints) 

 Status of Actions (Corrective & Improvement) 

 Evaluation of Effectiveness of Actions

 Opportunities for Improvement 

o Identified customer needs? 

o Process improvements? 

Other Relevant Factors: 

Resource Adequacy 

(6.1) Describe the level of available resources that enable the laboratory to manage and 

perform its activities. 

 Personnel (6.2 - Impartiality, competence requirements, selection, training, 

supervision, authorized signatories, monitoring of competence, demonstrated 

proficiency)

 Facilities and Environmental Conditions (6.3 - Suitability, monitoring, control, 

stability, upgrades, repairs, access, contamination, interference, incompatible 

activities) 

 Equipment (6.4 - Access, handling, transport, storage, maintenance, purchase, 

repair, suitability) 

 Metrological Traceability (6.5, Annex A)

o Standards (e.g., Calibrations needed, purchasing new standards for gaps) 

o Measurement Assurance (e.g., Control charts, range charts) 

o Procedures (e.g., Validation of new and laboratory developed)

 Externally Provided Products and Services (6.6 - Suitability, defining and 

reviewing requirements, evaluation, selection, acceptance criteria, competence, 

monitoring performance, re-evaluation) 

Risk Identification Results 

 Impartiality (4.1 - Activities, organization and personnel relationships, elimination, 

minimization) 

 Actions to Address Risks (8.5 - Enhance opportunities, avoid threats, prevent or 

reduce undesirable impacts and potential failures, achieve improvements) 

o Identified Risks 

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Management Review

o Evaluation of the Probability and Impact of Risks (e.g., Risk, probability, 

impact) 

o Prioritization and Planned Actions 

o Define Actions, Treatment of Risks 

o Describe Integration and Implementation 

o Evaluation of Effectiveness of Actions

Assurance of the Validity of Results Outcomes 

[7.7 - Review of results, detectable trends, monitor performance, proficiency testing 

(PT), and interlaboratory comparison (ILC)] 

 Evaluation and Outcomes 

o Highlights 

o Internally Obtained Measurement Assurance Data (GLP 1) 

o Externally Obtained Measurement Assurance Data (GLP 1) 

 PT Participation Plan (e.g., 5-year plan) 

 Status of Actions (Corrective & Improvement) 

 Evaluation of Effectiveness of Actions

Other Relevant Factors 

 Monitoring Activities

 Training (e.g., Planned and accomplished training, training application and 

effectiveness, personnel competency, authorized signatories, succession 

planning)

Management Review Outputs: 

Record all Decisions and Actions Related to:

 Quality Management System Effectiveness

 Laboratory Processes Effectiveness 

 Improvement of Laboratory Activities Related to Fulfillment of ISO/IEC 17025, 

NIST HB 143 (Recognition), and NIST HB 150 (Accreditation) 

 Provision of Required Resources

 Any Need for Change 

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Management Review

Action Plan3

SUMMARY: 

 Corrective Actions (CA) and Improvement Actions (IA) Identified 

Action Typea Criteria Priorityc

Finding 

Typeb and 

Description 

Risk 

Assessment 

Root Cause 

Proposed 

Action 

Due Date Task 

Assigned To 

Completion 

Date 

Task 

Verified By 

Final Action 

Action 

Effectiveness 

Evaluation 

Date 

Task 

Verified By 

Action Typesa: Corrective Actions (CA) and Improvement Actions (IA) 

Finding Typesb: Complaint (C), Internal Audit (A), LAP Problems (LAP), Employee Observations (EO). 

Priorityc:: High = 1, Intermediate = 2, and Low = 3 

3 Copy and paste the table as needed for each action item that results from the Management Review.

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Management Review

 Action Plan Log4

Action 

# 

Action 

Type Title Description Proposed Action Assigned

To

Goal 

Completion 

Date 

Actual 

Completion 

Date 

4 Action Plan Log may be maintained electronically in a spreadsheet or database format. 

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