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How to conduct a management review
Fabiola Munguia avatar
Written by Fabiola Munguia
Updated over 10 months ago

Achieving ISO 27001 compliance is a monumental milestone for any organization. Central to this achievement is the management review, a critical element that warrants detailed attention. In this guide, we walk you through the essential steps and tips for conducting a fruitful management review, ensuring a smooth path to compliance.


Why is the management review so important?

The management review isn’t just a prerequisite but a vital tool in maintaining and enhancing your Information Security Management System (ISMS). This review mirrors the heartbeat of your ISMS, ensuring it aligns perfectly with the ISO 27001 standards, continually evolving to meet changing requirements and fostering a culture centered on security and transparency.

Who should participate in the management review

Success leans heavily on collaboration. Thus, involvement from C-level executives is non-negotiable; their strategic insights are the linchpin for an effective review process. However, don’t stop there! Incorporate department heads and process owners to foster a rich, multi-dimensional perspective. Bringing in team members acquainted with ISMS intricacies will be the cherry on top, offering a granular view of your organization’s standing.

When should you run a management review meeting?

Timing is everything! Adhering to ISO 27001 mandates, conduct this cardinal review at least once a year. The golden period for this sits snugly after the internal audit but before facing the external auditors, offering a vantage point to align internal strategies adeptly.


How to conduct the management review?

Efficiency meets efficacy when you approach the management review with a clear plan. Let’s break it down:

Meeting preparation

  • Leverage the Template: Your customer folder houses a template, designed to steer your review seamlessly.

  • Document Assembly: Rally all pertinent documents including preceding review reports and internal audit outcomes.

Meeting Agenda

  • Recap: Initiate with a recap of actions and insights from the previous review to benchmark your progress.

  • Audit Insights: Foster a constructive dialogue around internal audit findings and carve out improvement strategies.

  • Open Floor for Feedback: Encourage an open forum for feedback on the ISMS, nurturing a culture of continual improvement.

Generate action points

  • Actionable Insights: Before adjourning, crystallize the action points that emerged from the discussion.

  • Delegation: Assign roles judiciously to spearhead the identified action points with precision and responsibility.

Meeting documentation

  • Minutes: Document the meeting insights meticulously to forge a clear roadmap.

  • Review Report: Craft a detailed review report, setting a solid foundation for the upcoming external audit


As you close the management review, you step closer to fostering an ISMS echoing resilience and robustness, tuned perfectly to meet ISO 27001 standards. Always remember to utilize the structured template housed in your customer folder, your ally in conducting an effective review.

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