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Quality Field Guides › Tools › Management Review Pack

Full pack: field guide + workbook

Management Review Pack

Turns the annual review from a reporting exercise into a decision meeting. The action tracker counts carry-overs automatically, which is the number that keeps a management review honest.

$35

Fall sale: 20% off at checkout through November 1, 2026. $35 becomes $28.

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Full pack: field guide + workbook · Excel 2016+ or Google Sheets · pre-filled with a worked example · 30-day refund, no questions

30-day refund, no questions. Files are Excel (.xlsx); no macros.

See inside

Screenshots from the actual workbook.

The Agenda tab of the Management Review Pack: every 2026 input with an owner and minutes against it — Agenda tab. Thirteen items, an owner and minutes against each, totaled for you.

The Data Pack tab: every measure with a source, this period against last, the cost attached, and whether the move is better or worse — Data Pack tab. Every measure with a source, this period against last, the cost attached, and a Better/Worse reading that calculates.

The Objectives tab: four to six objectives with baseline, target, current, direction, and the action if off target; status calculates — Objectives tab. Baseline, target, current and direction; the status calculates and the action-if-off-target column is the one that matters.

The Minutes tab: what the data showed, what was concluded, what was decided, and the three judgments, one row per agenda item — Minutes tab. What the data showed, what was concluded, what was decided, and the three judgments.

The Action Tracker tab: owner, due date, status, and an automatic carry-over flag for anything raised before the last review — Action Tracker tab. Owner, due, status, and an automatic CARRY-OVER flag for anything raised before the last review.

The Trend tab: four reviews side by side on the same measures, with the combinations that matter and what each one is telling you — Trend tab. Four reviews side by side, with the combinations that matter and what each is telling you.

The Dashboard tab: open actions, carry-over share, objectives on target, measures that moved the wrong way, and the reading in words — Dashboard tab. Open actions, carry-over share, objectives on target, and the reading in words. Nothing to type.

The method

A management review that produces decisions, not minutes.

The agenda carries every input the standard asks for, including the two the 2026 edition added: changes in what interested parties need, and the effectiveness of risk actions and opportunity actions as two separate lines. Each input has an owner who brings the data, so the meeting does not spend its first hour finding out what happened.

The data pack reads every measure as Better or Worse against the last period. Management review is not where numbers get presented; it is where the ones that moved get a decision. The pack does the sorting before the meeting.

Minutes are structured as showed, concluded, decided. The action tracker keeps a carry-over count, and the four-review trend shows whether the same items keep coming back. The carry-over count is the honest measure of whether review changes anything.

What it computes for you

Turns the annual review from a reporting exercise into a decision meeting, with a carry-over count that keeps it honest.

Thirteen agenda inputs with owners and minutes
Objective status from direction, baseline, target and current
Carry-over count and past-due actions, automatically
Better/Worse reading on every data-pack measure
Six trend combinations checked automatically across four reviews

What the Management Review Pack computes

What you download

The files.

Management_Review_Pack.xlsx7 worksheets: Agenda · Data Pack · Objectives · Minutes · Action Tracker · Trend · Dashboard

Management Review, A Field Guide.pdfCompanion guide, one chapter per tab

Yellow cells are yours; white cells calculate. It arrives filled in with the series’ fictional plant so every flag and chart has something to show; clear the yellow cells and start.

Questions

Before you buy.

Which Excel version do I need?

Excel 2016 or later on Windows or Mac, or Google Sheets. Every formula is standard: no macros, no add-ins, no external links. In Google Sheets use File → Import → Replace spreadsheet.

Why does the workbook arrive filled in?

Every workbook ships pre-filled with the same fictional plant so each dashboard, flag and trend has something to show. Read it that way first, then clear the yellow input cells; the white computed cells empty themselves.

What is the difference between an entry worksheet and a pack?

An entry worksheet is two or three tabs lifted from its pack, and it is $5 or more, your choice. The pack is the full workbook with the register, the dashboard and the field guide PDF that explains the method, for $35. Start with the worksheet; the formulas and the worked example are the same.

What if it does not do what the page says?

Thirty days, no questions. Reply to the receipt email, or write to ryan@qualityfieldguides.com, and it is refunded.

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