Better Plan Management Reviews with BPA Apps and Microsoft Planner

Management Review Planner

Management review task plan and checklist with Microsoft Planner.

The management review is an important tool for continual improvement required by ISO standards.

It’s not easy to plan management reviews, because a lot of tasks are required before, during and after the review.

Microsoft Planner is a great tool for planning management review tasks. The interactive board provides a comprehensive summary view of all tasks grouped by bucket. Once a task board template has been prepared, you can duplicate it easily for each management review. Tasks simply need to be assigned to the different collaborators. The task board works like a checklist, tasks are ticked when completed. Responsible persons view their own tasks in Microsoft Teams or Planner.

The BPA Quality software is the place to get all the needed data to perform a management review, like objectives, performance indicators, audits, nonconformities, risks and compliance documents. Decisions and actions taken during the review will be logged in the software. The review report can be generated in a mouse click, avoiding costly manual consolidation work.

BPA and Planner solutions work together in the same interface (Teams or SharePoint) to provide a solid management review system, by combining all the needed data with an efficient task planning platform. Generally, this combination doesn’t limit to management reviews and could be used for managing projects.

Jointly with Microsoft we help customers to go a step further, by exploring new disruptive areas, and reach customers success with Office 365 technologies.

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