Process Audit Toolkit

Save time, empower your teams and effectively upgrade your processes with access to this practical Process Audit Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Process Audit related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Process Audit specific requirements:

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Process Audit Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.


Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…


• Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation


Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 806 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Process Audit improvements can be made.

Examples; 10 of the 806 standard requirements:


1. Does the information system provide the capability to automatically process audit records for events of interest based upon selectable, event criteria?
   
   

2. Do internal processes, displays, and reports provide adequate measurement and communication of threats to assets, processes, and strategy achievement?
   
   

3. Has the impact of the change been evaluated as it relates to scope, time, duration, cost, resource, deliverable, product, process, and quality?
   
   

4. Do all process audits contain procedures that evaluate application configuration settings for the applications that automate the processes?
   
   

5. Do you feel that your risk, compliance, and audit processes need to be improved in order to address critical risk management challenges?
   
   

6. What are the problems or complaints you have heard from your back office staff regarding the receipt & processing of customer orders?
   
   

7. Are poor communications, inconsistent processes and procedures, or out of date structures reducing your organizations profitability?
   
   

8. Who conducts process audits to verify and certify that certain standards or regulatory requirements comply with the processes?
   
   

9. Do process control and monitoring records indicate that the process were controlled within the specified process parameter?
   
   

10. Does your organization have a documented utility billing process that is governed by appropriate and effective guidelines?
    
    


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:


• The workbook is the latest in-depth complete edition of the Process Audit book in PDF containing 806 requirements, which criteria correspond to the criteria in...


Your Process Audit self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:


• The Self-Assessment Excel Dashboard; with the Process Audit Self-Assessment and Scorecard you will develop a clear picture of which Process Audit areas need attention, which requirements you should focus on and who will be responsible for them:
  
  


• Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix

• Gives you a professional Dashboard to guide and perform a thorough Process Audit Self-Assessment

• Is secure: Ensures offline data protection of your Self-Assessment results

• Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:



STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Process Audit projects with the 62 implementation resources:


• 62 step-by-step Process Audit Project Management Form Templates covering over 1500 Process Audit project requirements and success criteria:


Examples; 10 of the check box criteria:


1. Network Diagram: If a current contract exists, can you provide the vendor name, contract start, and contract expiration date?
   
   

2. Monitoring and Controlling Process Group: Have operating capacities been created and/or reinforced in partners?
   
   

3. Risk Management Plan: Are the required plans included, such as nonstructural flood risk management plans?
   
   

4. Schedule Management Plan: Do Process Audit project managers participating in the Process Audit project know the Process Audit projects true status first hand?
   
   

5. Source Selection Criteria: When and what information can be considered with offerors regarding past performance?
   
   

6. Requirements Management Plan: Who has the authority to reject Process Audit project requirements?
   
   

7. Executing Process Group: Specific - is the objective clear in terms of what, how, when, and where the situation will be changed?
   
   

8. Procurement Audit: Where funding is being arranged by borrowings, do corresponding have the necessary approval and legal authority?
   
   

9. Assumption and Constraint Log: Was the document/deliverable developed per the appropriate or required standards (for example, Institute of Electrical and Electronics Engineers standards)?
   
   

10. Schedule Management Plan: Will the Process Audit project sponsor be involved in preliminary schedule reviews?


 
Step-by-step and complete Process Audit Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:


• 1.1 Process Audit project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Process Audit project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 Process Audit project Scope Statement

• 2.7 Assumption and Constraint Log

• 2.8 Work Breakdown Structure

• 2.9 WBS Dictionary

• 2.10 Schedule Management Plan

• 2.11 Activity List

• 2.12 Activity Attributes

• 2.13 Milestone List

• 2.14 Network Diagram

• 2.15 Activity Resource Requirements

• 2.16 Resource Breakdown Structure

• 2.17 Activity Duration Estimates

• 2.18 Duration Estimating Worksheet

• 2.19 Process Audit project Schedule

• 2.20 Cost Management Plan

• 2.21 Activity Cost Estimates

• 2.22 Cost Estimating Worksheet

• 2.23 Cost Baseline

• 2.24 Quality Management Plan

• 2.25 Quality Metrics

• 2.26 Process Improvement Plan

• 2.27 Responsibility Assignment Matrix

• 2.28 Roles and Responsibilities

• 2.29 Human Resource Management Plan

• 2.30 Communications Management Plan

• 2.31 Risk Management Plan

• 2.32 Risk Register

• 2.33 Probability and Impact Assessment

• 2.34 Probability and Impact Matrix

• 2.35 Risk Data Sheet

• 2.36 Procurement Management Plan

• 2.37 Source Selection Criteria

• 2.38 Stakeholder Management Plan

• 2.39 Change Management Plan


3.0 Executing Process Group:


• 3.1 Team Member Status Report

• 3.2 Change Request

• 3.3 Change Log

• 3.4 Decision Log

• 3.5 Quality Audit

• 3.6 Team Directory

• 3.7 Team Operating Agreement

• 3.8 Team Performance Assessment

• 3.9 Team Member Performance Assessment

• 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:


• 4.1 Process Audit project Performance Report

• 4.2 Variance Analysis

• 4.3 Earned Value Status

• 4.4 Risk Audit

• 4.5 Contractor Status Report

• 4.6 Formal Acceptance


5.0 Closing Process Group:


• 5.1 Procurement Audit

• 5.2 Contract Close-Out

• 5.3 Process Audit project or Phase Close-Out

• 5.4 Lessons Learned


Results

With this Three Step process you will have all the tools you need for any Process Audit project with this in-depth Process Audit Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Process Audit projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices

• Implement evidence-based best practice strategies aligned with overall goals

• Integrate recent advances in Process Audit and put process design strategies into practice according to best practice guidelines


Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Process Audit investments work better.

This Process Audit All-Inclusive Toolkit enables You to be that person.

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.