Management Review Report
An organisation-level review of performance during a period against plan, covering key measures, the financial summary, what went well and what did not, risks, decisions needed and actions agreed.
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What’s Included in This Resource
Every resource on The Office File provides a complete toolkit rather than an empty, unhelpful document shell:
- Editable Microsoft Word (.docx) template (183 KB)
- Printable PDF version (131 KB)
Sample included: Example: Management Review Report in use. See a completed management review report with performance against plan, a financial summary, risks, decisions and actions filled in.
How to Use This Template
Follow these practical steps to customize and roll out this procedure with your team:
1. Add the report details
Type your company name, the report period, who prepared the report and who it is for over the blue fields.
2. Record performance against plan
Enter the planned and actual figure for each measure, work out the variance and add a RAG rating with a short comment.
3. Review risks and decisions
List the risks and issues with their owner and mitigation, then record each decision needed and the decision taken.
4. Agree actions and sign off
Assign an owner and due date to each action, set the date of the next review, and have the report signed off.