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Monthly business review template (operations review agenda)
A monthly business review is the leadership meeting where a plant or a company looks at the month's results against target, decides what to do about the reds and checks that last month's actions were done. It is also called the monthly operations review, the performance review or the leadership meeting, and in a tiered system it is the top tier above the daily and weekly meetings. This template gives it a fixed shape: a meeting schedule with a data cut-off and a pre-read date, a 90-minute agenda in nine blocks with the reporting order (who speaks when, for how many minutes, on which KPIs), a KPI pack with one row per KPI showing target, this month, last month, red or green and how many months it has been red, a prep checklist for every presenter and one for the chair, the meeting rules, and a decisions and actions log. The Word version is the blank form to edit; the PDF prints it with a worked example; the Excel version works out the clock time of each block, colours every KPI red or green, flags any KPI red three months in a row for an A3 or a project, scores the prep grid per presenter, ages every action and works out the pre-read and cut-off dates for the year. Generic, for any plant, with no software needed.
Free to use: print it, copy it and edit it for your team. Enter your name and work email once to download.
Fields for site, month, date, chair, scribe and start time, a table of nine timed blocks from safety to the close with minutes, clock, presenter, KPIs reviewed and red and green counts, beside the five roles and the schedule rules.Meeting schedule90-minute agendaReporting orderKPIs per block with ownerRed or greenMonths red rulePresenter prep checklistChair checklistMeeting rulesDecisions logActions log with days lateMeeting check
When to use it
When to use a monthly business review template
- When the monthly meeting runs two hours, reads out every number and ends without a decision.
- When presenters build slides the night before and the leadership team sees the numbers for the first time in the room.
- When the same KPI has been red for months and the meeting hears the same explanation each time.
- When actions from the last meeting are not reviewed, or their dates move every month.
- When setting up a tiered meeting system and the top tier needs an agenda, a pack and a log like the daily tiers have.
How to fill it in
- 1
Fix the schedule
Once a month, the same day and time, for example the second Tuesday at 13:00. The data cut-off is the last day of the month; the pack goes out two working days before. The Excel schedule sheet works the dates out for the year. - 2
Set the reporting order
Nine blocks: safety, quality, delivery, cost, people, maintenance and assets, strategic goals and projects, then decisions and actions, then the close. Name the presenter and the KPIs for each block and give each one its minutes. The template's 90 minutes are example values; change them, keep the order. - 3
Build the KPI pack
One row per KPI: owner, unit, better higher or lower, target, this month, last month. The sheet marks each one red or green, shows the trend against last month, and counts the months red in a row. Numbers come from the agreed source; nothing is re-typed from slides. - 4
Prepare, two working days before
Every presenter runs the six checks: numbers from the source, a cause and a countermeasure for every red, twelve months of trend, last month's actions marked, one page per KPI group, and each ask written as a decision needed. The chair chases missing pre-reads before the meeting, not in it. - 5
Run it to the clock
Greens get one sentence. The time goes to the reds in agenda order and to the decisions the presenters asked for. No problem-solving in the room: an owner and a date for the follow-up. A KPI red three months in a row gets an A3 or a project, not a fourth explanation. - 6
Log and read back
The scribe writes every decision (who decided what, by when) and every action (one owner, one due date, never moved) as it is made, and reads them back in the last block. The log goes out the same day, and next month's block 8 starts from it.
The agenda
The 90-minute reporting order, block by block
Nine blocks in a fixed order. Blocks 1 to 7 run the business, reds first; block 8 is where the time saved on greens goes. The minutes are example values: change them, keep the order and the total.
| Block | Minutes | Presenter | KPIs reviewed |
|---|---|---|---|
| Safety | 10 | Safety manager | TRIR, near-miss reports, hazard actions open over 30 days |
| Quality | 12 | Quality manager | First-pass yield, customer complaints, cost of poor quality |
| Delivery | 12 | Planning manager | OTIF, schedule adherence, finished goods days |
| Cost | 12 | Controller | Conversion cost per unit, overtime %, scrap cost |
| People | 8 | HR manager | Absenteeism, voluntary turnover, training compliance |
| Maintenance and assets | 8 | Maintenance manager | PM compliance, breakdown hours, OEE on the constraint |
| Strategic goals and projects | 12 | CI manager | Goal scores or bowling chart, project milestones due this month |
| Decisions and actions | 10 | Chair | Last month's actions done or not; decisions needed today |
| Close and meeting check | 6 | Chair and scribe | Read-back of every decision, owner and date; the meeting check |
Safety
- Minutes
- 10
- Presenter
- Safety manager
- KPIs reviewed
- TRIR, near-miss reports, hazard actions open over 30 days
Quality
- Minutes
- 12
- Presenter
- Quality manager
- KPIs reviewed
- First-pass yield, customer complaints, cost of poor quality
Delivery
- Minutes
- 12
- Presenter
- Planning manager
- KPIs reviewed
- OTIF, schedule adherence, finished goods days
Cost
- Minutes
- 12
- Presenter
- Controller
- KPIs reviewed
- Conversion cost per unit, overtime %, scrap cost
People
- Minutes
- 8
- Presenter
- HR manager
- KPIs reviewed
- Absenteeism, voluntary turnover, training compliance
Maintenance and assets
- Minutes
- 8
- Presenter
- Maintenance manager
- KPIs reviewed
- PM compliance, breakdown hours, OEE on the constraint
Strategic goals and projects
- Minutes
- 12
- Presenter
- CI manager
- KPIs reviewed
- Goal scores or bowling chart, project milestones due this month
Decisions and actions
- Minutes
- 10
- Presenter
- Chair
- KPIs reviewed
- Last month's actions done or not; decisions needed today
Close and meeting check
- Minutes
- 6
- Presenter
- Chair and scribe
- KPIs reviewed
- Read-back of every decision, owner and date; the meeting check
A filled-in example
Illustrative, not a benchmarkAn example: a metal components plant's September 2026 review, held on 13 October (illustrative numbers, the same as the Excel example sheets and PDF pages 4 and 5).
- The pack has 18 KPIs in six blocks. Nine are red: TRIR 1.8 against 1.5, three hazard actions open over 30 days, seven complaints against six, OTIF 93.2% against 95%, finished goods 19 days against 16, overtime 9.5% against 8%, scrap cost 38 against 35 thousand, turnover 14% against 12%, breakdown hours 62 against 60. Nine are green.
- Four KPIs have been red three months or more (TRIR 3, OTIF 4, finished goods 6, turnover 5), so under the rule each gets an A3 or a project with an owner. Three KPIs got worse than last month: hazard actions, overtime and scrap cost.
- The meeting was planned for 90 minutes from 13:00; it started at 13:02 and ended at 14:33, 91 minutes. Delivery ran three minutes over on the OTIF discussion; the close was cut to five.
- Three decisions: an A3 on OTIF owned by the planning manager, twelve weeks of a second setter on press line 2, and holding the 16-day finished goods target while two slow-moving SKUs are stopped. Four new actions were logged, each with one owner and a date.
- Of last month's four actions, three are done: the complaint root causes and the night-shift training plan by their dates, the press 9 drive nine days late. The scrap cost Pareto is still open, seven days overdue.
KPIs: 9 red, 9 green, 4 red three months or more, 3 worse than last month. Actions: 8 on the log, 5 open, 1 overdue, 3 done, 2 of 3 (67%) by their due date. Decisions: 3, each with who decided and the date it takes effect.
Common mistakes
Seeing the numbers for the first time in the room
A review without a pre-read is a presentation. Send the pack two working days before, and use the meeting for the reds and the decisions.
Reading out the greens
Every green read aloud is a minute taken from a red. One sentence per green; the rest of the block goes to what missed.
The fourth month of explanation
A KPI red three months in a row has a cause nobody has found. The decision is an A3 or a project with an owner, not a better story.
Slides built for the meeting
A deck made the night before has numbers typed by hand and a trend that starts last month. One page per KPI group from the agreed source, twelve months of trend.
Actions without a review
An action log that is never read is a wish list. Block 8 starts with last month's actions: done or not, and a late action keeps its date and shows its days late.
Solving the problem in the meeting
Eight people watching two solve one problem is how 90 minutes becomes 150. Name an owner and a date; the people needed meet straight after.
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.
Run this template in LeanSuite
In LeanSuite, every goal shows Met or Missed each month from its KPI, Goal health shows every company goal by facility for the last closed month with the goals missed two months in a row, and a red KPI opens an action, an A3 or a project.
See it in a 45-minute demoIn the lean glossary
Free tools
Guides
- Strategy deployment software: goals cascaded to every plant, judged every month
- Hoshin Kanri Review Cycles: Monthly and Quarterly PDCA
- Tier Boards: Cascading Daily Management Explained
- OKR template for manufacturing
- Goal cascade and alignment template
- Hoshin bowling chart
- Tier 2 meeting agenda and escalation sheet
- Manufacturing KPI dashboard template
FAQ
Monthly business review template (operations review agenda): common questions
The monthly meeting where a plant's or a company's leadership looks at the month's KPIs against target, decides what to do about the ones that missed, and checks last month's actions. It is also called the monthly operations review or the leadership meeting, and in a tiered meeting system it is the top tier.
The chair, usually the plant manager or site leader, one presenter per block (safety, quality, planning, the controller, HR, maintenance, CI), a scribe and a finance partner. People who only answer one question are invited for their block, not for the whole meeting.
This template plans 90 minutes in nine blocks, with the pack read before the meeting. Reviews that run longer are usually seeing the numbers for the first time, reading out greens or solving problems in the room. Fix those three and 90 minutes is enough for a plant.
One row per KPI: the owner, the unit, whether higher or lower is better, the target, this month, last month, and how many months in a row it has been red. Red or green comes from the numbers, not from the presenter. For every red, the cause in one sentence and a countermeasure with an owner and a date.
The template's rule is three months: a KPI red three months in a row gets an A3 or a project with an owner, not another month of explanation. The number is an example; a plant can set two or four. The point is that the meeting makes a decision instead of hearing the same story again.
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- Pallet racking inspection checklistRack checks per aisle with a green, amber and red damage rating, and a damage log with repair dates.
- Pre-shipment inspection checklistThe last check before shipping: part, quantity, labels, packaging, paperwork and photos, then release.
- Material shortage logEvery part short with its need date, line impact, ETA and escalation, and counts by reason and supplier.
- Safety audit checklistThirty-four plant-wide safety checks answered Yes, No or N/A, scored by area, with a risk rating and an action for every No.
- 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.
- Work order template for maintenanceA work order template for maintenance: one form per job from request to handback, and a log of response, completion and backlog by priority.
- Kaizen event trackerEvery kaizen event on one sheet: status, roles, the metric against target, open actions and the 30, 60 and 90 day checks.
- Standard work audit checklist24 checks of a job against its written standard, ten timed cycles, and each gap sorted by cause before anyone acts.
- Defect check sheetTally defects by type and day, with units inspected, defect rates, a location sheet and the week's Pareto.
- 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.
- Waste walk checklist (TIMWOODS)32 things to look for across the eight wastes, with where and how much, and a findings log with dot votes, owners and dates.
- Maintenance KPI trackerMTBF, MTTR, availability and PM compliance per asset and month, plant figures from the totals, planned maintenance % and backlog in weeks.
- 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.
- 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.
- QA matrix templateDefect modes against stations in flow order: where each is made and first caught, a weight × occurrence × detection score, an AA to C class and the escapes flagged.
- 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.
- Is / is not analysis templateWhat, where, when and extent with is, is not, distinctions and changes, then each possible cause tested against every pair and ranked.
- 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.
- Lean readiness assessment templateTwenty statements in four factors, scored 1 to 5 by several people on their own, with averages, the spread between them and the actions.
- 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.
- 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.
- Histogram templateReadings, bins set by the square root rule, a tally and counts, the spec limits drawn and the share out of spec, with the common shapes explained.
- Scatter diagram templateUp to 50 pairs with a group code, r and R², the least squares line, the quadrant count and r for each group.
- Gauge calibration logA gauge register with next due dates and status, a calibration record with as-found and as-left readings, and the steps when a gauge fails.
- Visual management audit checklist29 checks of whether anyone can tell normal from abnormal at a glance, scored by group, with a trend and actions.
- Quality alert formA quality alert to post at the line, a sign-off sheet for every shift, and a log of open, expired and closed alerts.
- TQM self-assessment templateThe eight TQM principles in 24 statements you can check on the floor, scored 0 to 4 by several people, with the spread, the top 3 gaps and an action plan.
- 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.
- 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.
- 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.
- Quality circle meeting recordA circle's charter, a one-page record for each meeting and a problem register that follows every problem from selected to closed or escalated.
- 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.
- 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.
- 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.
- X-bar and R control chart template25 subgroups with means and ranges, control limits from A2, D3 and D4, signal flags, both charts and a reaction log.
- Gage R&R study sheet10 parts, 2 or 3 appraisers, 2 or 3 trials: EV, AV, GRR, PV, %GRR and ndc by the average and range method.
- Root cause analysis templateOne report from problem statement to proof: containment, evidence, analysis, verified causes, actions and the effectiveness check.
- 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.
- Quality control pillar 90-day model area planThirteen weeks from the QA matrix to the QM matrix 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.
- 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.
- 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.
- 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.
- Error-proofing verification log (daily master-sample check)Each poka-yoke device proved every day or week with a known-bad sample, with missed checks counted and the hours and parts at risk worked out when one fails.
- 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.
- Defect catalogue template with boundary samplesEvery defect with a definition, a class and the reason for it, measured accept and reject limits by zone, boundary samples, a defect log with DPU and Pareto, and an inspector agreement check.
- I-MR chart template (individuals and moving range)Up to 100 single readings with moving ranges, limits from a baseline, five run-rule flags, both charts, a second phase and a reaction log.
- 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.
- Attribute control chart template (p, np, c and u charts)p, np, c and u charts in one workbook: a chart selector, a sample size check, limits for each subgroup, signal flags and four worked examples.
- 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.
- HACCP plan template: hazard analysis and CCP worksheetThe Codex 12 steps in one workbook: team and product, process steps checked on site, hazard analysis with the CCP decision tree, the CCP table with completeness checks, an allergen matrix and a verification schedule.
- 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.
- Mock recall template: traceability exercise worksheetTrace a finished lot back to every input lot and forward to every first customer, reconcile the quantities against a tolerance and time it against your target.
- ISO 9001 internal audit checklist (production area)46 audit questions for the production floor in 11 processes, each with its ISO 9001:2015 clause, what evidence to look for and the sample to take, plus five defined grades, a findings log, a finding report and a summary by clause.
- ISO 45001 internal audit checklist44 audit questions for the plant floor in 16 safety topics, each with its ISO 45001:2018 clause, the evidence to look for and the sample to take, plus 12 worker interview prompts, a findings log and a summary by clause.
- Food plant GMP inspection checklist (21 CFR 117 subpart B)55 checks in the order of 21 CFR 117 subpart B, each citing its paragraph and saying what to look at, with a grade, finding, owner and due date; results by section and grade, a walk route and a bakery example.
- Master sanitation schedule with pre-op verificationA master list of cleaning tasks by area and equipment with frequency, chemical, lockout, who and next due date, a weekly on-time count, and the pre-operational verification log with a release step.
- 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.
- Measurement uncertainty budget templateA GUM uncertainty budget: Type A and B rows, divisors by distribution, sensitivity coefficients, uc, νeff, k from the t-table, U, TUR and a guard band check.
- 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.
- OSHA compliance calendar (general industry)37 recurring federal OSHA duties with the paragraph, interval, owner, next due date and an overdue flag, plus a 12-month view and counts by owner.
- 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.
- 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 checklist and logThe 8 monthly checks for each portable extinguisher, plus a log with the hydro test interval from OSHA Table L-1, annual and 6-year due dates and open issues.
- Quad chart templateA project on one page in four boxes: idea and owner, problem, approach, and cost, schedule and result.
- Toolbox talk topics (52 weekly topics)52 weekly toolbox talk topics, each with a one-line key message and a discussion question, and a tracker for the year.
- Loss tree worksheetBreak one big loss number into area, line, machine, loss type and cause, and stop at the cause a team can fix.
- Equipment register templateOne row per asset, with hierarchy, criticality, PM strategy and owner, and a check that flags what is missing.
- Machine history record templateOne record per machine: components and their life, every breakdown and repair with cost, MTBF and MTTR, and a repair-or-extend check.
- Compressed air leak survey logWalk sheet, printable leak tags and a tracker that puts an annual cost on every leak and follows it to a verified fix.
- Defect detection matrix templateMap where each defect is created and where it is found, score the gap and move the check closer to the cause.
- Project savings validation checklistThe gate between a project's claim and a reported saving: 20 checks, a claims register and a six-month sustainment check.
- Life cycle cost analysis templateCompare up to three machines over ten years: price, energy, upkeep, failures and down time, discounted to present value.
- Equipment design review checklistGate reviews for a new machine before order, before build and before start-up, with a safety buy-off and a problems journal.
- Emergency action plan templateA written emergency plan for a plant: site facts, roles and backups, warden coverage, scenario steps and a drill record.
- Preliminary hazard analysis (PHA) worksheetFind and score the hazards of a new line, machine or process before design is fixed, then choose controls and re-score.
- Risk register templateOne scored list of operational risks with owners, actions and dates, a heat map and a review log.
- Hot work permit templateA hot work permit with a precautions checklist, fire watch record and close-out, plus an Excel permit log.
- Confined space entry permit templateA confined space entry permit with checks, an air test log, an entry log and cancellation, plus an Excel register.
- Energy loss matrix templateSeven types of energy loss by six energy sources with a cost in each cell, an action plan and an idle-period shutdown checklist.
- Management safety tour formA leader's scheduled safety walk: observation form, operator interview, tally, actions, rota and a tour log with a dashboard.
- Hazard prediction worksheetA pre-task worksheet: score what could go wrong at each step of a job, add a countermeasure and score again.
- Chemical inventory and SDS register templateA register of every chemical on site with its hazard class, safety data sheet and label, and a check that incompatible products are kept apart.
- Safety committee meeting minutes templateMinutes for a safety committee: attendance, nine agenda items, an action log that carries open actions forward, and monthly numbers.
- Environmental compliance audit checklistAn internal environmental audit: 37 questions with what to look for, a findings log with classes and a score by section.
- APQP checklistThe five APQP phases as a checklist: deliverables, owners, due dates, gate reviews and an issues list.
- Out-of-control action plan (OCAP) templateA reaction plan for a control chart: the steps, what each signal means, who to call and a log of events.
- Quality inspection checklistAn in-process and final inspection record: measured characteristics, visual checks, a decision and first pass yield.
- AQL sampling plan templatePick a sample size, read accept and reject numbers, record the defects and decide on the lot.
- MSA study workbookBias, linearity and stability study sheets for a gauge, with the arithmetic done and a guide to which study when.
- Incoming quality control stage sheetA register that shows how much control each purchased part has and plans the move from your dock to the supplier's process.
- Internal audit schedule templateA year of internal audits planned by risk: the programme, the register, the auditors and the findings.
- Approved supplier list templateThe list of suppliers you may buy from, with the evidence behind each, certificate expiry alerts and re-evaluation dates.
- Pest control inspection checklistA pest control walk-round for a food plant, with a log of traps and stations and action levels for each type of device.
- Cleanroom audit checklist33 cleanroom checks split by how often they run (each shift, weekly, per plan, system), a gowning order to watch against, a differential pressure log and a findings log, with a worked week of readings.
- GMP audit checklist for drug manufacturing42 self-inspection checks ordered by the subparts of 21 CFR 211, each with its section, the matching EU GMP chapter and whether it is seen on the floor or in records, graded critical, major or minor, with a worked audit of a packaging line.
- Line clearance checklist28 line clearance checks in six sections (area, equipment, materials, printed materials, documents, coder and vision settings), cleared by the operator and verified by a second person, with a printed-materials reconciliation and a worked example that does not balance.
- ISO 13485 internal audit checklist38 questions on ISO 13485 clauses 4 to 8, each with the FDA QMSR section that brings it in or adds to it, a production floor tab (records, current instructions, training, nonconforming product, CAPA) and a worked audit of a catheter line.
- ISO 22716 GMP audit checklist for cosmetics25 cosmetic GMP checks following the sections of ISO 22716, split into a floor walk (people, premises, equipment, materials, production) and system checks (lab, out of specification, deviations, complaints, change control, audits, documents), with a worked audit of a filling line.
- SSOP template: sanitation standard operating procedureOne sanitation SOP sheet per area or machine (steps, chemical, contact time, PPE, lockout, owner), a 23-check pre-op inspection and a verification log for visual, ATP and micro checks.
- SQF internal audit checklist for food manufacturing54 questions in the two parts of the SQF manufacturing code (system elements and GMP), each group mapped to BRCGS and FSSC 22000, graded Conforms to Critical, with findings, a score and a yearly plan.
- Injection molding defects chart16 molding defects with causes by machine, material, mold and method, first checks, and an Excel defect log with a Pareto.
- ESD audit checklist29 checks for an ESD protected area, with daily tests split from periodic verification, a measurement log and a worked audit.
- Management of change formA change request and review form for a plant: what changes, the hazard review, approvals, pre-startup review, training and close-out.
- Silica exposure control plan templateA written silica plan for general industry: tasks, controls and housekeeping, plus monitoring, medical surveillance, training and a 31-check plan audit.
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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.