All Countries
Corporate Governance
Management Review Policy

Management Review Policy Template for South Africa

Create a bespoke document in minutes,  or upload and review your own.

4.6 / 5
4.8 / 5

Let's create your Management Review Policy

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Get your first 2 documents free

Your data doesn't train Genie's AI

You keep IP ownership of your information

Key Requirements PROMPT example:

Management Review Policy

"I need a Management Review Policy for our manufacturing company with 500 employees, incorporating quarterly review requirements and specific sections on workplace safety reviews, to be implemented by March 2025."

Celebrated by
Collaborations with
Investors
Document background
The Management Review Policy serves as a crucial governance tool for organizations operating in South Africa, designed to ensure systematic evaluation of organizational performance and compliance with local regulatory requirements. This document becomes necessary when organizations need to establish or formalize their management review processes in accordance with South African corporate governance standards, particularly the Companies Act and King IV Report principles. It includes detailed procedures for conducting reviews, templates for documentation, and specific considerations for South African business requirements such as B-BBEE compliance, employment equity, and transformation goals. The Management Review Policy helps organizations maintain effective oversight, make informed decisions, and ensure continuous improvement while meeting their statutory obligations under South African law.
Suggested Sections

1. Purpose and Scope: Defines the objectives of the management review policy and its application within the organization

2. Definitions: Clear definitions of key terms used throughout the policy, including 'management review', 'key performance indicators', and other relevant terminology

3. Roles and Responsibilities: Outlines who is responsible for conducting, participating in, and following up on management reviews

4. Frequency and Scheduling: Establishes how often management reviews should be conducted and the scheduling requirements

5. Review Input Requirements: Lists the mandatory information and data that must be considered during management reviews

6. Review Process: Details the step-by-step procedure for conducting management reviews

7. Documentation Requirements: Specifies how management review meetings and outcomes should be documented

8. Follow-up Actions: Describes the process for tracking and implementing actions arising from management reviews

9. Communication and Reporting: Outlines how review outcomes should be communicated to relevant stakeholders

Optional Sections

1. Risk Assessment Integration: Section detailing how risk management processes are incorporated into management reviews - included when organization has a formal risk management framework

2. Industry-Specific Requirements: Additional requirements for management reviews based on specific industry standards or regulations - included for regulated industries

3. Remote Review Procedures: Procedures for conducting management reviews remotely - included when organization has multiple locations or remote working arrangements

4. Emergency Review Procedures: Procedures for conducting urgent or emergency management reviews - included for organizations in high-risk industries

5. Integration with Other Management Systems: Details how the management review process integrates with other management systems - included when organization has multiple management systems

Suggested Schedules

1. Schedule A: Management Review Agenda Template: Standard template for management review meeting agendas

2. Schedule B: Review Input Checklist: Checklist of required inputs and information for management reviews

3. Schedule C: Action Item Tracking Template: Template for recording and tracking action items from management reviews

4. Schedule D: Performance Metrics Template: Standard template for presenting key performance indicators and metrics

5. Schedule E: Management Review Report Template: Template for documenting management review outcomes and decisions

6. Appendix 1: Key Performance Indicators Guide: Guide to standard KPIs to be reviewed during management reviews

7. Appendix 2: Regulatory Requirements Reference: Reference guide to relevant regulatory requirements affecting management reviews

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Linkedin in social icon imageX social icon image
alex.den.21@genieai.co
Relevant legal definitions
Applicable Laws
Board
B-BBEE
Company
Compliance
Corrective Action
Director
Employment Equity
Executive Management
External Provider
Governing Body
Input Data
Internal Audit
Key Performance Indicator (KPI)
King IV Report
Management Review
Management System
Monitoring
Non-conformity
Objective Evidence
Organizational Context
Output Data
Performance Evaluation
Policy
Preventive Action
Procedure
Process
Quality Management System
Record
Review Period
Risk
Senior Management
Stakeholder
Strategic Objective
Top Management
Clauses
Purpose and Scope
Governance Structure
Roles and Responsibilities
Review Frequency
Review Planning
Performance Measurement
Risk Assessment
Compliance Requirements
Documentation and Records
Reporting Requirements
Decision Making
Action Planning
Resource Management
Continuous Improvement
Communication Protocol
Data Protection
Confidentiality
Regulatory Compliance
Quality Assurance
Transformation Goals
Stakeholder Engagement
Review Inputs
Review Outputs
Emergency Procedures
Amendment Procedures
Relevant Industries

Manufacturing

Financial Services

Mining

Healthcare

Retail

Technology

Professional Services

Education

Construction

Agriculture

Telecommunications

Energy

Transportation

Public Sector

Non-Profit Organizations

Relevant Teams

Executive Management

Quality Assurance

Compliance

Internal Audit

Risk Management

Human Resources

Operations

Finance

Legal

Corporate Governance

Strategy

Performance Management

Relevant Roles

Chief Executive Officer

Managing Director

Operations Director

Quality Manager

Compliance Officer

Risk Manager

Department Manager

Human Resources Director

Financial Director

Technical Director

Board Chairperson

Company Secretary

Internal Audit Manager

Performance Management Specialist

Corporate Governance Officer

Industries
Companies Act 71 of 2008: Provides the primary legal framework for corporate governance in South Africa, including requirements for management structures, responsibilities, and accountability
Labour Relations Act 66 of 1995: Governs the relationship between employers and employees, including management practices affecting workers' rights and organizational restructuring
King IV Report on Corporate Governance: While not legislation, it provides crucial guidelines for corporate governance and management practices that are considered best practice in South Africa
Occupational Health and Safety Act 85 of 1993: Sets standards for workplace safety and health that management must review and ensure compliance with
Employment Equity Act 55 of 1998: Promotes equal opportunity and fair treatment in employment through elimination of unfair discrimination and implementation of affirmative action
Protection of Personal Information Act 4 of 2013 (POPIA): Regulates how organizations handle personal information, which is relevant for management reviews involving employee data
Broad-Based Black Economic Empowerment Act 53 of 2003: Requires consideration in management reviews regarding the organization's B-BBEE compliance and transformation goals
Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

Find the exact document you need

Construction Risk Assessment Monitoring And Review Plan

A comprehensive construction risk assessment and monitoring framework compliant with South African OHS Act and Construction Regulations.

find out more

Quality Management System Review

A South African law-compliant agreement for conducting a comprehensive Quality Management System Review, aligned with national standards and ISO requirements.

find out more

Management Review Policy

A South African-compliant policy document outlining procedures and requirements for conducting organizational management reviews, aligned with local corporate governance standards.

find out more

Management Review Plan

A South African law-compliant framework document establishing procedures for systematic management system reviews, aligned with local regulations and corporate governance requirements.

find out more

360 Degree Management Review

A South African-compliant framework for conducting comprehensive 360-degree management performance reviews, including multi-source feedback processes and legal safeguards.

find out more

360 Degree Feedback Performance Appraisal

A South African law-compliant agreement establishing procedures and guidelines for conducting 360-degree feedback performance appraisals.

find out more

Download our whitepaper on the future of AI in Legal

By providing your email address you are consenting to our Privacy Notice.
Thank you for downloading our whitepaper. This should arrive in your inbox shortly. In the meantime, why not jump straight to a section that interests you here: https://www.genieai.co/our-research
Oops! Something went wrong while submitting the form.

Genie’s Security Promise

Genie is the safest place to draft. Here’s how we prioritise your privacy and security.

Your documents are private:

We do not train on your data; Genie’s AI improves independently

All data stored on Genie is private to your organisation

Your documents are protected:

Your documents are protected by ultra-secure 256-bit encryption

Our bank-grade security infrastructure undergoes regular external audits

We are ISO27001 certified, so your data is secure

Organizational security

You retain IP ownership of your documents

You have full control over your data and who gets to see it

Innovation in privacy:

Genie partnered with the Computational Privacy Department at Imperial College London

Together, we ran a £1 million research project on privacy and anonymity in legal contracts

Want to know more?

Visit our Trust Centre for more details and real-time security updates.

Read our Privacy Policy.