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Auditing

Face the next audit with your story already together.

An audit is easier to approach when the work can speak for itself. Help your team find the evidence, understand the findings and show how each gap was followed through.

Less searching. A clearer account of the work.

A simple example

A finding with a clear ending

  1. The record

    Bring the proof together

    Relevant work and records

  2. The action

    Follow up the finding

    One owner, a clear action

  3. The review

    Review the response

    Correction and evidence checked

The finding, the response and the proof

The request is simple. Finding the proof isn’t.

Someone needs a record from months ago. The file is in one place, the approval in another, and the person who remembers it is unavailable. Preparation becomes a hunt.

Put it into practice

From an audit finding to a reviewed response.

Keep the original observation connected to the action it prompted.

  1. The records

    01

    Prepare the review

    Set out the checks and bring the relevant records and supporting files together.

  2. The finding

    02

    Record the finding

    Capture what was observed and what needs attention, with enough context for the next person.

  3. The response

    03

    Follow through on the action

    Assign the correction and collect the evidence of what changed.

  4. The decision

    04

    Review before closing

    Have the responsible reviewer check the response and keep the decision with the finding.

Other places to start

Internal auditsSupplier reviewsAudit follow-ups

A better working day

Spend less time reconstructing the story.

Arrive better prepared.

Gather the relevant work records and supporting evidence around the checks you need to review.

Make findings actionable.

Turn an observation into a clear piece of follow-up work, with someone responsible for carrying it through.

Close with a reason.

Review the correction and its evidence before recording the finding as resolved.

What evidence is always hardest to find?

Bring us one audit check or finding. Let’s walk through a clearer path from the original work to the reviewed response.

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