# OHSMS Management Review (Clause 9.3) > Prepare, validate, and document the ISO 45001 management review per Clause 9.3. Compile input pack from OHSMS artifacts, validate coverage of all mandatory inputs (9.3.2) and outputs (9.3.3) including OH&S performance, incidents, audit results, worker consultation, and legal compliance. Draft management review minutes with decisions and actions, and verify action completeness. Tags: ISO 45001, OHSMS, Management Review, Leadership, Compliance ## Example Prompts - Prepare a management review for our ISO 45001 OHSMS - Validate that our management review minutes cover all Clause 9.3.2 inputs - Compile the management review input pack from our OHSMS documents - Check that our management review actions have owners and due dates - Draft management review minutes with decisions and OH&S performance data URL: https://rakenne.app/skills/ohsms-management-review/index.md Try this skill: https://rakenne.app/a/?skill=ohsms-management-review ## Overview Prepare, validate, and document the ISO 45001 management review per Clause 9.3. Compile input pack from OHSMS artifacts, validate coverage of all mandatory inputs (9.3.2) and outputs (9.3.3) including OH&S performance, incidents, audit results, worker consultation, and legal compliance. Draft management review minutes with decisions and actions, and verify action completeness. The management review is the PDCA "Act" capstone -- it consumes outputs from nearly every other OHSMS process and produces decisions that drive continual improvement. The skill scans the workspace for existing OHSMS artifacts, compiles an input pack covering all 12 mandatory input categories, drafts structured minutes with attributed decisions, and validates that every action is SMART (Specific, Measurable, Assigned, Realistic, Time-bound). ## Example Conversation > **You:** We need to prepare our quarterly ISO 45001 management review for SafeBuild Construction. We have 200 employees across 3 construction sites. Our CEO is David Chen and our OH&S Manager is Lisa Torres. The review period is Q4 2025. > **Agent:** I'll start by scanning the workspace for OHSMS artifacts that feed into the management review. Running `input_pack_compiler_ohs` to see which Clause 9.3.2 input categories have backing documents and which need manual input. > **Agent:** The scan found 8 of 12 input categories covered by workspace artifacts: internal audit report, incident investigation records, CAPA log, risk register, OH&S objectives tracker, legal compliance register, worker consultation minutes, and the previous management review action tracker. Four categories need manual input: context changes (external/internal issues), monitoring and measurement results, resource adequacy data, and interested party communications. Can you provide information for those? > **You:** For context changes: we opened a new residential site (Site D) in January. For monitoring: our LTIFR dropped from 4.2 to 3.1 this quarter. Resources: we need to hire an additional safety officer for Site D. For interested party comms: we received a regulator visit in November with no findings, and one worker grievance about PPE quality. > **Agent:** I've compiled `output/OHSMS-Management-Review-Input-Pack.md` with all 12 input categories populated. Now I'll draft the agenda and minutes. Since David Chen (CEO) will chair the review, I'll attribute key decisions to him. Running `mandatory_input_validator_ohs` to verify completeness. > **Agent:** Input validation **PASS** -- all 12 Clause 9.3.2 input categories are substantively addressed, and all 6 Clause 9.3.3 output categories have decisions. I've drafted `output/OHSMS-Management-Review-Minutes.md` with 8 action items. Running `action_completeness_checker_ohs` to verify each action. > **Agent:** Action check **PASS** -- all 8 actions have assigned owners, due dates, and expected outcomes. The minutes and action tracker are ready for review. Shall I adjust any decisions or action assignments? ## Output Excerpt **Management Review Minutes (excerpt):** --- ### 4. Input Discussion: Incidents, Nonconformities, and Corrective Actions (Clause 9.3.2(d)(1)) **Presented by:** Lisa Torres, OH&S Manager **Summary:** Q4 2025 recorded 2 lost-time injuries (down from 4 in Q3), 5 near-miss reports, and 1 dangerous occurrence. LTIFR improved from 4.2 to 3.1. The two LTIs involved hand injuries from power tools at Site A -- root cause analysis identified inadequate tool-specific training for new workers. CAPA-012 (tool training program) is in progress with 60% completion. Near-miss reporting increased 25%, indicating improved safety culture. **Decision:** The OHSMS continues to demonstrate improvement in incident rates. David Chen approved the proposal to extend the tool-specific training program to all sites by Q1 2026. | Action ID | Action | Owner | Due Date | Expected Outcome | |-----------|--------|-------|----------|------------------| | MR-A-001 | Roll out power tool safety training to Sites B, C, and D | Lisa Torres | 2026-02-28 | All workers complete tool-specific training; zero tool-related LTIs in Q1 | | MR-A-002 | Investigate PPE quality grievance and report findings to safety committee | James Park | 2026-01-31 | Grievance resolved; PPE supplier assessment completed | ### 9. Clause 9.3.3 Output Decisions 1. **Suitability, adequacy, and effectiveness:** The OHSMS is suitable and effective. LTIFR trend is positive. Continued focus on new-site onboarding required. 2. **Continual improvement:** Approve near-miss recognition program to sustain reporting culture. 3. **Changes to OHSMS:** Extend OHSMS scope to include Site D (new residential project). 4. **Resource needs:** Budget approved for one additional safety officer (Site D) and PPE quality audit. 5. **Unmet objectives:** Q4 target for zero Major NCs not achieved (1 Major NC from internal audit). Corrective action in progress. 6. **Business process integration:** Integrate OH&S induction into the general HR onboarding process for new hires. ## What the Tools Validate **`input_pack_compiler_ohs`** scans the workspace for OHSMS artifacts: - **Artifact detection** -- Walks the workspace directory tree looking for files matching OHSMS document patterns (incident reports, audit reports, CAPA logs, risk registers, legal registers, worker consultation records, organization profiles, etc.). - **Category mapping** -- Maps found artifacts to the 12 Clause 9.3.2 input categories ((a) through (g), including (d)(1) through (d)(6)). - **Gap identification** -- Reports which input categories have backing artifacts and which require manual input from the user. - **Input:** Workspace root path. - **Output:** Per-category FOUND/MISSING status with file paths, last-modified dates, and content previews. **`mandatory_input_validator_ohs`** validates the review document for completeness: - **Input coverage (Clause 9.3.2)** -- Checks that all 12 mandatory input categories are substantively addressed, not just mentioned as headers. Uses keyword matching and section length analysis. - **Output coverage (Clause 9.3.3)** -- Checks that all 6 mandatory output categories have documented decisions (suitability conclusions, continual improvement, OHSMS changes, resource needs, unmet objectives, business integration). - **Input:** Path to the management review minutes. - **Output:** Per-category PASS/WARNING/ERROR with counts of covered, weak, and missing items. **`action_completeness_checker_ohs`** validates action items: - **Owner** -- Every action must have a named person or role assigned (detects proper names and titles like "OH&S Manager", "CEO"). - **Due date** -- Every action must have a date (detects ISO dates, common date formats, and month names). - **Expected outcome** -- Every action should state a measurable expected result (detects action verbs like "reduce", "implement", "achieve"). - **Output decisions** -- Verifies that Clause 9.3.3 decision categories (suitability, continual improvement, changes, resources) are present. - **Input:** Path to the management review minutes or action tracker. - **Output:** Per-action PASS/ERROR status with overall summary. ## Getting Started 1. Create a new project and install the *OHSMS Management Review* skill. 2. Upload your existing OHSMS documents to the workspace -- the more artifacts available (audit reports, incident logs, CAPA register, risk register, legal register, worker consultation records), the richer the input pack compilation. 3. Tell the agent your review period, attendees (ensure top management is included), and whether this is a first, periodic, or ad-hoc review. 4. The agent will scan for artifacts, compile the input pack, draft the agenda and minutes, and validate everything with the three built-in tools before finalization. 5. All deliverables are written to the `output/` directory: input pack, minutes, and action tracker. --- Back to [Skill Library](https://rakenne.app/skills/index.md)