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ISO 9001 management review kit
An ISO 9001 management review is where top management checks, at planned intervals, that the quality management system is still suitable, adequate and effective. Clause 9.3 lists the inputs the review looks at and the results it must decide, and asks for documented information as evidence. This free kit gives you a 90-minute agenda with 14 inputs, a data sheet for owners to fill in beforehand, minutes laid out by decision, an action log and a worked example. The Excel version works out the next review due, flags an overdue review, checks that each input has an owner, source, target and evidence, and counts days open and overdue on actions. It uses the clause 9.3 requirements of ISO 9001:2015 and marks the changes reported for ISO 9001:2026, published on 16 September 2026. The kit paraphrases the standard and does not make anyone certified or compliant.
Free to use: print it, copy it and edit it for your team. Enter your name and work email once to download.
The heading, then how to run the review in one page under When, Who, How long, Before, During and After, what the output has to record, and a note on which edition of the standard the kit follows.90-minute agenda14 inputs with ownersData sheetMinutes by decisionAction logNext review dueCompleteness checkOverdue flagsWorked exampleSources
When to use it
When to use a management review kit
- When it is time for the review you planned: the Excel Plan sheet shows the next date and warns you when it is overdue.
- When your last minutes say reviewed and discussed, and an auditor or your own team wants to see decisions, owners and dates.
- When you run the review through your regular meetings and need to make sure every input lands in one of them.
- When you move to the 2026 edition and want to see which inputs were added or split.
- When a new plant manager or quality manager takes over the review and needs one agenda to start from.
How to fill it in
- 1
Set the interval
ISO 9001 does not say how often. Pick a gap that fits your plant, write it on the Plan sheet and enter the dates of past reviews.
- 2
Send the data sheet two weeks ahead
Each owner gets their row: the last value, the target, the trend over several periods and where the evidence is kept.
- 3
Check the Inputs sheet a week ahead
The check column says which rows still miss an owner, source, value, target or evidence. Chase those first.
- 4
Run the agenda
Take the items in order, ask the question printed beside each one, and keep to the times. Move the times to suit you, but cover every item or note where else it was covered.
- 5
Write decisions, not discussion
Record each decision under improvement opportunities, changes to the quality system or resource needs. A decision of no change counts when you write it down.
- 6
Raise each action with an owner and a date
Put them on the Actions sheet. Days open and days overdue work themselves out.
- 7
Keep the minutes and the data sheet
They are your documented information of the review. Open the next review with the overdue actions.
The agenda
The 14 inputs and 3 decisions, with time
Clause references follow the 2015 order. Items marked 2026 are reported as added or split in ISO 9001:2026; keep them in the review under either edition.
| Item | What to bring | Clause (2015) | Minutes |
|---|---|---|---|
| 1. Status of actions from earlier reviews | Every action from the last review: owner, due date, done or not, and why if not. | 9.3.2 a | 6 |
| 2. Changes in external and internal issues relevant to the QMS | What changed since the last review: customers, regulations, markets, suppliers, technology, people, equipment, sites. | 9.3.2 b | 4 |
| 3. Changes in the needs and expectations of interested parties (2026) | New or changed requirements from customers, regulators, owners, employees and suppliers. | 4.2 in 2015 | 4 |
| 4. Customer satisfaction and feedback | Complaints, returns, customer scorecards, survey results and praise, as a trend over several periods. | 9.3.2 c 1 | 7 |
| 5. Extent to which quality objectives are met | Each quality objective with its target, the actual and the trend. | 9.3.2 c 2 | 6 |
| 6. Process performance and conformity of products and services | On-time delivery, first pass yield, scrap, rework and the process measures that show whether product meets requirements. | 9.3.2 c 3 | 7 |
| 7. Nonconformities and corrective actions | Nonconformities by cause, repeats, and corrective actions opened, overdue and closed. | 9.3.2 c 4 | 6 |
| 8. Monitoring and measurement results | Inspection and test results, process checks, gauge calibration status. | 9.3.2 c 5 | 4 |
| 9. Audit results | Internal audit findings by grade, customer and certification audit results, findings still open. | 9.3.2 c 6 | 5 |
| 10. Performance of external providers | Supplier delivery and quality results, supplier corrective actions, outsourced process performance. | 9.3.2 c 7 | 5 |
| 11. Adequacy of resources | People, skills, equipment, infrastructure and budget against what the objectives need. | 9.3.2 d | 5 |
| 12. Effectiveness of actions taken on risks | For each action taken on a risk: did it work, and what is the evidence? | 9.3.2 e | 4 |
| 13. Effectiveness of actions taken on opportunities (2026) | For each opportunity pursued: did it deliver, and what is the evidence? | 9.3.2 e | 4 |
| 14. Opportunities for improvement | Gaps and ideas that came out of items 1 to 13, plus suggestions and improvement events. | 9.3.2 f | 4 |
| O1. Decide: opportunities for improvement | What will we do, who does it, by when? | 9.3.3 a | 6 |
| O2. Decide: any need for changes to the QMS | Do policy, objectives, processes or documents need to change? | 9.3.3 b | 4 |
| O3. Decide: resource needs | What people, equipment or money do we need, and who approves it? | 9.3.3 c | 4 |
| C. Read back the actions and set the next date | Owners, due dates, next planned review | 9.3.1 | 5 |
1. Status of actions from earlier reviews
- What to bring
- Every action from the last review: owner, due date, done or not, and why if not.
- Clause (2015)
- 9.3.2 a
- Minutes
- 6
2. Changes in external and internal issues relevant to the QMS
- What to bring
- What changed since the last review: customers, regulations, markets, suppliers, technology, people, equipment, sites.
- Clause (2015)
- 9.3.2 b
- Minutes
- 4
3. Changes in the needs and expectations of interested parties (2026)
- What to bring
- New or changed requirements from customers, regulators, owners, employees and suppliers.
- Clause (2015)
- 4.2 in 2015
- Minutes
- 4
4. Customer satisfaction and feedback
- What to bring
- Complaints, returns, customer scorecards, survey results and praise, as a trend over several periods.
- Clause (2015)
- 9.3.2 c 1
- Minutes
- 7
5. Extent to which quality objectives are met
- What to bring
- Each quality objective with its target, the actual and the trend.
- Clause (2015)
- 9.3.2 c 2
- Minutes
- 6
6. Process performance and conformity of products and services
- What to bring
- On-time delivery, first pass yield, scrap, rework and the process measures that show whether product meets requirements.
- Clause (2015)
- 9.3.2 c 3
- Minutes
- 7
7. Nonconformities and corrective actions
- What to bring
- Nonconformities by cause, repeats, and corrective actions opened, overdue and closed.
- Clause (2015)
- 9.3.2 c 4
- Minutes
- 6
8. Monitoring and measurement results
- What to bring
- Inspection and test results, process checks, gauge calibration status.
- Clause (2015)
- 9.3.2 c 5
- Minutes
- 4
9. Audit results
- What to bring
- Internal audit findings by grade, customer and certification audit results, findings still open.
- Clause (2015)
- 9.3.2 c 6
- Minutes
- 5
10. Performance of external providers
- What to bring
- Supplier delivery and quality results, supplier corrective actions, outsourced process performance.
- Clause (2015)
- 9.3.2 c 7
- Minutes
- 5
11. Adequacy of resources
- What to bring
- People, skills, equipment, infrastructure and budget against what the objectives need.
- Clause (2015)
- 9.3.2 d
- Minutes
- 5
12. Effectiveness of actions taken on risks
- What to bring
- For each action taken on a risk: did it work, and what is the evidence?
- Clause (2015)
- 9.3.2 e
- Minutes
- 4
13. Effectiveness of actions taken on opportunities (2026)
- What to bring
- For each opportunity pursued: did it deliver, and what is the evidence?
- Clause (2015)
- 9.3.2 e
- Minutes
- 4
14. Opportunities for improvement
- What to bring
- Gaps and ideas that came out of items 1 to 13, plus suggestions and improvement events.
- Clause (2015)
- 9.3.2 f
- Minutes
- 4
O1. Decide: opportunities for improvement
- What to bring
- What will we do, who does it, by when?
- Clause (2015)
- 9.3.3 a
- Minutes
- 6
O2. Decide: any need for changes to the QMS
- What to bring
- Do policy, objectives, processes or documents need to change?
- Clause (2015)
- 9.3.3 b
- Minutes
- 4
O3. Decide: resource needs
- What to bring
- What people, equipment or money do we need, and who approves it?
- Clause (2015)
- 9.3.3 c
- Minutes
- 4
C. Read back the actions and set the next date
- What to bring
- Owners, due dates, next planned review
- Clause (2015)
- 9.3.1
- Minutes
- 5
A filled-in example
Illustrative, not a benchmarkAn example (illustrative): Example Plant is a fictional site and every number is invented. PDF page 6 and the Excel Example sheet hold the same review.
- Timing: previous review 18 June 2026, this one 15 September 2026, so 89 days apart against a 90-day interval. Next review due 14 December 2026.
- Inputs: on-time delivery 94.1% against a 96% target, first pass yield 97.2% against 98%, scrap 1.9% against 1.5%, 9 complaints against 6 at the last review, 31 NCRs with 3 repeats, 2 gauges past calibration, 2 of 11 key suppliers below 90% on time, 2 operators short on nights.
- Decisions: repeat the changeover event on lines 1 and 3 and check standard work on the new shift (improvement), add a customer's energy data request to contract review (QMS change), hire two night operators and recalibrate two gauges (resources).
- Six actions go on the log, each with an owner and a date.
One week before the meeting the Inputs check showed 12 of 14 inputs complete: item 3 had no evidence yet and item 10 had no target. On 21 October 2026 the Actions sheet shows one action overdue by 5 days (the gauge recalibration), one due within 7 days and one closed on time. The review was held 89 days after the last one, inside the 90-day interval.
Common mistakes
Minutes that say reviewed and discussed
A line like that records no decision, owner or date. Write what was decided, by whom, by when.
A snapshot instead of a trend
The 2015 clause asks for performance information as trends. Bring several periods, not this month alone.
Skipping inputs without a note
The standard's inputs have to be covered, though not necessarily one by one or in one meeting. Cover each, or write where it was covered.
No evidence behind the numbers
A figure with no pointer to where it came from is hard to defend. The data sheet has an evidence column for that.
Resources never discussed
Item 11 is the one that gets cut when time is short. It is also where decisions on people, equipment and money come from.
Actions with no owner or date
They sit open until the next review. The action log counts them and flags the late ones.
Download the template
Free to use: print it, copy it and edit it for your team. Enter your name and work email once to download.
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Free tools
Guides
- CAPA Systems in Manufacturing: Corrective and Preventive Action Explained
- Non-Conformance Reports: Managing Quality Deviations in Manufacturing
- Tier Boards: Cascading Daily Management Explained
- ISO 9001 internal audit checklist for the production floor
- CAPA log template
- Kaizen event tracker
- Supplier scorecard template
- Manufacturing KPI dashboard template
FAQ
ISO 9001 management review kit: common questions
The review in clause 9.3, where top management checks at planned intervals that the quality management system is still suitable, adequate and effective and in line with the organization's direction. It looks at a set of inputs, such as audit results, customer feedback and the status of earlier actions, and ends in decisions on improvements, changes to the system and resources, kept as documented information. The standard does not fix a format; minutes, the data sheet and an action log are the usual form.
ISO 9001 says at planned intervals and gives no number. NQA, a certification body, notes that an annual review is common and that you decide the frequency. Pick one that fits the plant, write it down and hold to it. The Excel Plan sheet starts at 90 days, which is our placeholder, not a rule.
No. The ISO 9001 Auditing Practices Group says it need not be a separate meeting and the inputs need not be taken one by one, and NQA says one meeting need not cover the whole agenda. What matters is that every input is covered and the decisions are recorded.
ISO published ISO 9001:2026 on 16 September 2026 and says it replaces the 2015 edition and that the clause structure is unchanged. Summaries from Advisera and Ideagen report that the review now has an input on changes in interested parties' needs and expectations, that the effectiveness of actions on risks and on opportunities are split, and that the outputs are called results. We did not buy the standard, so check the clause in your copy. Organizations certified to the 2015 edition have until 30 September 2029 to transition, according to ISO/TC 176.
No. It is a set of working sheets built from public guidance, and it paraphrases the requirements. Only your certification body can speak for certification, and you need the standard itself to check the wording.
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- Receiving logA dock receiving log with quantities, damage, QC holds and putaway, plus a discrepancy report and dock-to-stock time.
- Warehouse safety inspection checklistThirty warehouse safety checks from aisles to fire exits, marked OK or Not OK, with an action for every finding.
- Pallet racking inspection checklistRack checks per aisle with a green, amber and red damage rating, and a damage log with repair dates.
- Material shortage logEvery part short with its need date, line impact, ETA and escalation, and counts by reason and supplier.
- Ergonomic risk assessment checklistScreen a task for 21 ergonomic risk factors, score how long each lasts, and rank tasks so the worst get controls first.
- Maintenance work order formOne form per maintenance job from request to handback, and a log that tracks response, completion and backlog by priority.
- Six big losses worksheetWhere a machine's planned time goes: the six big losses in minutes, ranked, with A, P, Q and OEE worked out.
- Andon response logEvery andon call with response and fix times, flags against your targets, and counts by type and station.
- Changeover checklist25 checks for every changeover, a record of planned and actual times, and a log of changeover time against target.
- Kanban sizing calculatorHow many kanban cards each loop needs, per part, with the change from today's cards and what the loop holds in days.
- Kaizen event trackerEvery kaizen event on one sheet: status, roles, the metric against target, open actions and the 30, 60 and 90 day checks.
- TWI job breakdown sheetThe TWI Job Instruction breakdown of a job into important steps, key points and reasons, with a worked example and the four steps.
- Standard work combination tableOne operator's manual, machine, walk and wait time on a time chart against takt, with machine cycles and a process capacity sheet.
- Lead time worksheetProduction lead time from the inventory waiting at each step, value-added time and process cycle efficiency, plus an order traced from order to delivery.
- Maintenance KPI trackerMTBF, MTTR, availability and PM compliance per asset and month, plant figures from the totals, planned maintenance % and backlog in weeks.
- Daily huddle agendaA 15-minute start-of-shift stand-up in six timed blocks, with yesterday's SQCDP results, today's plan, actions and escalations.
- DMAIC project charter templateThe Define-phase charter on one page: problem and goal, metrics, scope, team and phase dates, with savings and a tollgate checklist.
- Water spider route plan (mizusumashi)A water spider's fixed route: stops with arrival times, what is delivered and collected, route time against the cycle, cart load and a trip log.
- Cost deployment matrixWCM cost deployment on paper and in Excel: loss quantities by process, causal and resultant losses, the cost of each loss, a Pareto and the projects that recover them.
- Equipment criticality analysisAssets scored 1 to 5 on six criteria with your own weights, ranked and sorted into classes A, B and C with a safety override and a suggested maintenance strategy.
- Bottleneck analysis worksheetEffective capacity per station from cycle time, parallel units, availability and yield, the bottleneck, takt and utilization, a queue cross-check and the five focusing steps.
- Fault tree analysis templateA drawing area with the FTA symbols, an event table with probabilities and minimal cut sets, and the gates worked out bottom-up in Excel.
- 5G investigation sheetConfirm the facts before naming a cause: 5W1H, the five G's with 20 prompts, the gap against the principle and the standard, and the countermeasures.
- Yokoten tracker (horizontal deployment)Copy a proven improvement line by line: the source result, each candidate's own before and after, its share of the source's improvement and the standard updated.
- Coaching kata template (improvement kata storyboard)The learner's storyboard (target condition, current condition, obstacles, PDCA cycles) and a fold-over card with the coach's five questions.
- SMART goals templateWrite a goal, test it against the five SMART letters, then track progress toward the target against the time used.
- Nemawashi template (stakeholder plan)Plan the one-to-one conversations before a decision: who to talk to in what order, their concerns, what changed and where they stand.
- Breakdown analysis reportOne equipment breakdown from the stop to the 90-day check, plus a breakdown log with repeat flags, MTBF and MTTR by asset and a Pareto of causes.
- Heijunka box planner (production leveling)Weekly demand turned into containers a day, takt, pitch and slots, a leveled sequence of products and the heijunka box, with a check that the changeovers fit.
- Future state value stream map worksheetThe eight future-state questions worked through in order: takt, pitch, flow, supermarkets, the pacemaker and the mix, with an EPEI check and current against future lead time.
- Value stream plan (VSM action plan)The future-state map cut into loops, each with an objective and a measurable goal, and its kaizen bursts turned into owned, dated projects on a 12-month timeline.
- Kaizen project plan (Gantt chart)One improvement project as a Gantt chart: tasks by phase with owners, predecessors and working days, a 16-week grid, milestones and a status from planned against actual % done.
- Escalation matrix templateWho is called for each type of issue and after how long, with severity rules, contacts and an escalation log.
- Employee recognition program templateDesign a recognition program on one page, then run it: points per action, prizes, budget, a points ledger, a monthly leaderboard and a fairness check by team and shift.
- Lean transformation roadmapA plant-wide lean program on one sheet: six phases with exit criteria, six workstreams by quarter over 24 months, the model line, metrics with baseline and target, cadence and risks.
- Obeya room plannerPlan the walls, owners, cadence, agenda and rules of an obeya, then run the weekly review of KPIs, problems, actions and milestones.
- Paper forms inventory (paperless manufacturing worksheet)Every paper form, checklist and log in one list: hours a month, who acts on it, how long the paper waits, and which forms to move first.
- Continuous improvement software evaluation scorecardCompare CI software vendors: a must-have gate, eight weighted criteria scored 1 to 5, points out of 100 and a rank, with a demo script and reference questions.
- Lean principles assessment templateThe five lean principles as 25 things you can see on one value stream, answered yes, partly or no on a walk, with a score per principle, the next step and a trend over walks.
- Employee engagement survey templateA short anonymous pulse survey for shop floor staff: 14 statements in six drivers, two open questions, results by driver and team, and the actions.
- Hansei reflection sheet (lessons learned)A written look back at one finished project, event or launch: goals against results in numbers, causes rather than blame, lessons to keep or change, and where else they apply.
- Safety cross calendarA month drawn as the green cross, colored each day by the most serious safety event, with totals and days since the last injury.
- Daily kaizen routine boardA team's 10 to 15 minute daily routine at the board: one problem from each person, small fixes with one owner, counted every week.
- Weekly maintenance schedule templateNext week's maintenance jobs, scheduled only when ready, loaded against each craft's hours by day, with schedule compliance and break-ins at week end.
- Operational excellence assessment templateThe ten principles of operational excellence as 30 behaviors and practices you can see, scored 1 to 5 by several people, with the spread, the three lowest principles and an action plan.
- Scrum meeting agenda templateTimed agendas for the five scrum meetings, a sprint planning sheet, a retrospective sheet, and an Excel sprint backlog with a burndown.
- Toyota Production System (TPS) house templateThe TPS house for one plant or value stream: roof, two pillars and foundation, with what you do today, the evidence, a status and the next step for each element.
- EPEI and batch size calculatorHow often each part can come round on a shared machine (EPEI) and how big each batch must be, from demand, cycle times and changeovers, now and after SMED.
- People, process, technology (PPT) assessmentCheck one change before go-live: 18 people, process and technology statements scored 1 to 4 by the people who will use it, the lowest element and the actions.
- Process capacity sheet templateEach machine in a part's routing with manual, auto and tool change time, its capacity per shift, and the step that limits the cell against demand.
- Team charter templateA one-page charter for a standing team: purpose, scope, roles, the KPIs it owns, which decisions it makes itself, norms and cadence.
- Chaku-chaku line plannerPlan a load-load cell: time each machine, load and walk, check that every machine is ready when the operator comes back, compare the cell cycle with takt and size the crew.
- Standard operating procedure (SOP) templateA full SOP in the hierarchical step format, from purpose and scope to the steps, records, revision history and approvals, with review checks and an SOP register.
- Process improvement method selectorEight questions about one problem, an example rule that suggests a method and a matrix of nine methods: when each fits, the usual team and time, and the template to start with.
- Safety pillar 90-day model area planThirteen weeks from the incident pyramid to safety standards on one model area, a KPI board, the day-90 gate and expansion waves.
- Autonomous maintenance 90-day model area planAM steps 0 to 3 on one model machine in 13 weeks, a KPI board, the day-90 gate and expansion waves for months 4 to 12.
- Professional maintenance (PM) 90-day model area planThirteen weeks from breakdown analysis to a running PM calendar on one model machine, a KPI board, the day-90 gate and expansion waves.
- Environment and energy pillar 90-day model area planThirteen weeks from waste and energy maps to area standards on one model area, a KPI board, the day-90 gate and expansion waves.
- Focused improvement 90-day model area planThirteen weeks from the loss Pareto to standardized fixes on one model line, a KPI board, the day-90 gate and expansion waves.
- Logistics and customer service pillar 90-day model area planThirteen weeks from the current-state map to pull on one model value stream, a KPI board, the day-90 gate and expansion waves.
- People development pillar 90-day model area planThirteen weeks from the skills matrix to trained cover on critical tasks in one model area, a KPI board, the day-90 gate and expansion waves.
- Early equipment management 90-day model area planThirteen weeks from lessons on current machines to a tracked start-up on one model equipment project, a KPI board, the day-90 gate and expansion waves.
- Cost deployment pillar 90-day model area planThirteen weeks from the loss map to costed, ranked projects in one model area, a KPI board, the day-90 gate and expansion waves.
- Moving from Excel to one system checklistA 34-point checklist and a file inventory for moving trackers from spreadsheets to one system: keep, move, connect or retire, clean, pilot, run both, retire.
- Prioritization matrix templateScore up to 20 improvement ideas on weighted criteria, rank them, test the ranking with equal weights and place each one on an effort and benefit grid.
- Cost per unit worksheet (manufacturing cost per good unit)One product's cost per good unit by materials, labor, machine and overhead, the gap to target, and which cost lever is worth most a year.
- Digital manufacturing readiness assessmentScore 24 statements on process, technology and people from 0 to 4, check the balance between them and rank the gaps by what matters in your plant.
- Manufacturing KPI dashboard templateWeekly plant numbers in, 14 KPIs out: OEE and its parts, first pass yield, scrap, on-time delivery, recordable rate, cost and absence, each against a target.
- RCM worksheet (failure mode and task selection)Failure modes classed as hidden, safety, operational or non-operational, then a task chosen for each: condition-based, discard, failure-finding, redesign or run to failure.
- Training matrix template with expiry datesPeople by required trainings with expiry dates, OK, due, expired and missing flags, compliance by person and area, cover per training and a renewal list.
- Downtime reason codes template26 starter codes mapped to the six big losses, a log with drop-downs, a Pareto by code and by loss, and a code card for the line.
- Kaizen event preparation checklistEverything that has to be ready before a kaizen event and done after it: 44 items with owners and due dates from 6 weeks before day 1 to 30 days after, five go or no-go gates and a day-by-day agenda.
- Critical spare parts list and stocking levelsAssets ranked by consequence, each part classed and given a stocking policy, and min and max worked out from usage and lead time, with the downtime each stock-out would cost.
- Tier 2 meeting agenda and escalation sheetA 15-minute tier 2 agenda in ten timed blocks, fixed roles and rules, escalation triggers with time limits, and a log that ages every escalation and sends the answer back down.
- Forklift operator training and evaluation recordPer-operator training and evaluation record, a register with three-year due dates and refresher triggers, and a weighted practical evaluation scoresheet.
- REBA worksheet (Rapid Entire Body Assessment)Score up to six postures with REBA: body-part drop-downs, Tables A, B and C as lookups, final score and action level, and a before and after comparison.
- Plan for every part (PFEP) templateOne row per part: supplier, pack, container, usage, lead time and locations, with ABC classes, market and line kanban counts and a lineside space check.
- Changeover matrix templateA from-to matrix of changeover minutes with the clean each transition needs (allergen, colour, format), and a weekly planner that totals the order and suggests a shorter one.
- Overhead crane inspection checklist: frequent and periodic34 crane checks tied to OSHA 1910.179: an operator's pre-shift card, frequent and periodic inspections with signed records, a deficiency and tag-out log, and a register of next due dates.
- Maintenance job plan templateOne job planned on one sheet: steps and craft hours, parts checked against stock, tools, lockout and permits, documents, a ready check for the schedule, and technician feedback.
- Video time study filming checklistA pre-shoot checklist and shot log for filming a time study on video: camera, light, people, settings, power and review.
- Reorder point and safety stock sheet (many parts)Safety stock, reorder point, order quantity and an order list for up to 500 parts, worked out from each part's own demand and lead time history.
- TRIR and DART rate trackerMonthly hours, OSHA 300 case counts and near misses in; rolling 12-month TRIR and DART rate, a case budget against your target and a trend chart out.
- Energy use and EnPI trackerMonthly electricity, gas and fuel in one unit, a 12-month regression baseline, expected against actual energy for each month, an EnPI ratio, the running saving and the tests that say whether the model can be trusted.
- FIFO lane sizing sheetThe maximum for a FIFO lane from the stop it must cover, in whole containers, with length, refill and wait checks for up to eight lanes.
- Pugh matrix templateCompare up to 8 concepts with a datum as better, same or worse on up to 12 criteria, flag must-haves, and carry the strongest into a second round.
- Machine guarding inspection sheetA machine register with due dates and a status per machine, 21 checks tied to OSHA 1910.212, .219 and .147, a guard opening check against Table O-10, and an action log.
- Condition monitoring route sheetA route of measuring points with baselines, alert and alarm limits, a check interval from the P-F interval, readings with rising and overdue flags, and an exceptions list worst first.
- Fire extinguisher inspection logOne row for every portable extinguisher: hydro test interval from OSHA Table L-1, annual and 6-year due dates, a 12-month check grid and open issues.
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A shift handover sheet, a red tag log, a changeover checklist for one machine: if your team uses it on the floor, ask.