How to conduct an ISO 27001 management review

How to conduct a Management Review Meeting

Conducting management review team meetings: a guide for Information Security Managers

ISO 27001 Clause 9.3 Management Review

Let us take a look at what the ISO 27001 requirement is for a management review before we step through the process of How to conduct a Management Review Team Meeting

The ISO 27001 standard wants us to conduct regular, planned reviews of our information security management system to make sure that everything is working as it should. It is a fundamental part of the management system and as such it actually ticks a few of the ISO 27001 boxes. In particular it is address in ISO 27001 Clause 9.3 Management review and is one of the ISO 27001 mandatory documents.

The output and result of the meeting is a record of decisions made and changes needed. It is a requirement to keep copies of the meetings as evidence. It does have a structure agenda as per the Management Review Team Agenda Template. In brief it covers tracking of objectives, monitoring results, risk management, continual improvement, audit results and feedback.

How to conduct a Management Review Meeting

Decide How Often to have a Management Review Meeting

It is recommended that you have a management review meeting every month. This allows you to effectively manage, especially in the first year of an implementation. It is suggested that no less than every 3 months being at least 4 meetings a year.

Book Your Meeting(s)

It is good practice to set your meetings at the beginning of the year.

Be sure to book your meeting several weeks in advance to ensure availability. 

Meetings can be conducted remotely over web collaboration tools such as Zoom, or Teams or meetings can be booked face to face in a meeting room.

If you book a meeting room, make sure that the room has a display screen that can be seen by all attendees. 

Meeting Duration

Book a 1-hour meeting slot. On average a Management Review Meeting will take around 45 minutes. In time as you establish your information security management system and operating rhythm this time will reduce. If you over run additional meetings can be booked. 

Prepare for the Management Review Meeting

Create a sub folder in your document storage for the meeting.

Collate the latest copies of the required documents for the Management Review Meeting and place them in the sub folder.

Ahead of the meeting, suggest 5 working days in advance, share links to the latest version of the documents with the invitees.

Note: confidential documents that should not be shared via email.

Consider your audience and the format they want to see the documents. You may require print outs, although this is discouraged. If required prepare them in advance.

Ensure that all of the documents are up to date and that all previous actions are updated.

Ensure people know if they are due to report back what is expected and in what format. 

Create your agenda

Use the agenda template ‘Management Review Team Agenda – Template

Complete the agenda and update the relevant sections.

Send the Invite to the Management Review Team

The Management Review Team are documented in the document Roles and Responsibilities. If not already sent, send the invite to the management review team and any guest attendees.

If the Management Review Team has changed update the document Roles and Responsibilities, remembering to update the version control.

Run The Meeting

The meeting requires a chairperson for the meeting. Decide on who will chair the meeting. The default is The Information Security Manager.

The meeting requires minuting. Decide on who will minute the meeting. The default is The Information Security Manager.

Work through the defined and structured agenda.

Agree / confirm the date of the next Management Review Meeting.  

Send out the minutes

Within 5 working days send out links to the meeting minutes to all attendees. 

Update Documents

Update appropriate management documentation based on the outcomes from the meeting. Documents to consider are 

  • Action Log
  • Incident and Corrective Action Log
  • Risk Register

Management Review Meeting Agenda Template

The management review meeting agenda template has all of the agenda items required by ISO 27001 Clause 9.3

Management Review Meeting FAQ

Is a Management Review Meeting mandatory?

Yes. Management Review Meetings are Mandatory

What is ISO 27001 Clause 9.3?

ISO 27001 Clause 9.3 is Management review

How often should you do a Management Review Meeting?

A management review meeting should be held at least once every 3 months but ideally once every month.

What is the point in a Management Review meeting?

A management review meeting is a mandatory requirement of the ISO 27001 standard. The meeting has a structured agenda, dictated by the standard, and must cover key topics. It provides management oversight and demonstrates leadership commitment and leadership buy in. It can act as an oversight body to provide sign off on documents and decisions in relation to the management system.

Where do I find a Management Review Meeting agenda template?

A management review meeting agenda template can be downloaded here:

Who attends the management review meeting?

The management review meeting is attended by the management review team. The management review team is an oversight structure made up of representatives from the business and at least one member of senior leadership. It has set responsibilities as recorded in the Assigned Roles and Responsibilities document. Additional attendees include subject matter experts required for particular agenda items on that particular agenda as required.

Is the Management Review Meeting minuted?

Yes. Minutes are taken and recorded of the meeting. Those meeting minutes are required to be retained as evidence the meetings took place by the standard.

ISO 27001 Certification

ISO 27001 Templates Toolkit: Business Edition

ISO 27001 Policy Templates: Professional Edition

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