Demonstrate to the top management how well the EnMS is working.
Highlight problem areas where there may be barriers to improvement.
Continue to build support for the system.
Propose and agree plans for the coming period, usually the next year.
The management review should first be held soon after completion of the initial planning phase and annually (typically) thereafter.
It should be attended by all the members of the senior management team and the energy manager.
Additional attendees may also be appropriate depending on how the EnMS is structured. It is probably not necessary that all members of the energy team attend but some organisations will see a benefit in having the full team there.
The format of the meeting will probably be a presentation by the energy manager or management representative followed by discussion and decision making.
Records need to be kept of the presentation materials and the minutes of the meeting including action items and decisions made.
How to implement
Inputs to the management review:
As stated above the energy manager will make a presentation to the top management team. This presentation should include the following items:
Review of the energy performance since the last review meeting. This will probably include trends of bills of each energy source and trends of EnPIs compared with targets. Is the organization's energy performance improving as predicted and if not, why not and what needs to be done to improve? Keep it as simple and clear as possible.
Review of the current status of objectives and targets. Are they being met and if not, why not and what is required to get back on track?
What is the status of follow up items from the previous management review meeting? Obviously all should be completed by their due dates and if not, why not.
Is the energy policy still adequate for purpose or does it need to be updated. Recommended updates should have been prepared for discussion.
Review of the status of legal and other requirements. Discuss any significant changes to keep the management informed.
Review the results and major findings of any internal or external audits of the EnMS. It is not necessary to go into detail if all items are being effectively corrected
What is the status of any corrective and preventive actions? Again a summary is required. It is not necessary to go into detail unless a specific time (action) is very significant.
What is needed to be done to further improve performance over the coming period (year)? Tell them what is needed. This will be discussed at the meeting and the appropriate decisions made.
What resources are required over the coming period? This includes financial, technical and human resources. How much internal time is required from various personnel?
How is performance going to improve over the coming period assuming the management agree to support the EnMS as appropriate?
It is best to keep all the above items as short and simple as possible. The objective of the meeting is to focus the top management’s attention on the EnMS and to get them to make decisions to support the system going forward.
While there is some work required to prepare the above material for the meeting, once your EnMS is operational, all these details will be readily available. It is basically a short summary of how the system is performing.
There should be no major surprises at the review. If there is a significant problem in the EnMS or in energy performance it should be brought to the attention of the appropriate management person at the relevant time.
Outputs from the review
Basically the outputs from the review meeting are the decisions and actions needed to improve performance over the coming period and to address any problems or barriers raised during the presentation.
The outputs are as follows:
What is the organization’s performance going to be in the coming year? It is important that objective EnPIs are in place which will demonstrate success or otherwise in meeting the targeted performance improvement.
Do EnPIs need to be updated?
Are there any changes to be made to the energy policy?
Are there changes required to the organization's objectives and targets or other elements of the EnMS?
What resources will be allocated to the improvement of energy performance over the coming period? This is a critical decision. If adequate resources are not made available then it may be difficult to achieve the projected performance improvements. In some ways this decision is like a contract between the management and the energy manager in the form of “I will make the following improvements but I need your help in giving me the necessary resources”
What is this?
The purpose of the management review is to:
The management review should first be held soon after completion of the initial planning phase and annually (typically) thereafter.
It should be attended by all the members of the senior management team and the energy manager.
Additional attendees may also be appropriate depending on how the EnMS is structured. It is probably not necessary that all members of the energy team attend but some organisations will see a benefit in having the full team there.
The format of the meeting will probably be a presentation by the energy manager or management representative followed by discussion and decision making.
Records need to be kept of the presentation materials and the minutes of the meeting including action items and decisions made.
How to implement
Inputs to the management review:
As stated above the energy manager will make a presentation to the top management team. This presentation should include the following items:
It is best to keep all the above items as short and simple as possible. The objective of the meeting is to focus the top management’s attention on the EnMS and to get them to make decisions to support the system going forward.
While there is some work required to prepare the above material for the meeting, once your EnMS is operational, all these details will be readily available. It is basically a short summary of how the system is performing.
There should be no major surprises at the review. If there is a significant problem in the EnMS or in energy performance it should be brought to the attention of the appropriate management person at the relevant time.
Outputs from the review
Basically the outputs from the review meeting are the decisions and actions needed to improve performance over the coming period and to address any problems or barriers raised during the presentation.
The outputs are as follows: