Save time, empower your teams and effectively upgrade your processes with access to this practical Financial audit Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Financial 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 Financial audit specific requirements:
STEP 1: Get your bearings
- The latest quick edition of the Financial 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 632 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Financial audit improvements can be made.
Examples; 10 of the 632 standard requirements:
- Have you carried out financial as well as performance audits according to recognised international standards (IFAC/INTOSAI)?
- Are the financial auditors confident in their ability to assess risks associated with enterprise resource planning systems?
- Will financial audit standards and sustainability assurance standards converge, and what would prompt such convergence?
- Have significant deviations between realised income and expenses and the approved budget been explained?
- Has there been any events, which may materially change the position shown in the project accounts?
- Has your firm maintained its independence with respect to this client and its possible affiliates?
- Has the financial statement been prepared with the same budget lines as in the approved budget?
- Is the applied accounting policies consistent during the whole project period?
- What are the differences between operational auditing and financial auditing?
- Which financial balances are going to earn your attention?
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 Financial audit book in PDF containing 632 requirements, which criteria correspond to the criteria in…
Your Financial 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 Financial audit Self-Assessment and Scorecard you will develop a clear picture of which Financial 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 Financial 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 Financial audit projects with the 62 implementation resources:
- 62 step-by-step Financial audit Project Management Form Templates covering over 6000 Financial audit project requirements and success criteria:
Examples; 10 of the check box criteria:
- Activity Duration Estimates: What is the duration of the critical path for this Financial audit project?
- Stakeholder Management Plan: What potential impact does the Financial audit project have on the stakeholder?
- Cost Baseline: Does a process exist for establishing a cost baseline to measure Financial audit project performance?
- Change Management Plan: Who is the audience for change management activities?
- Probability and Impact Assessment: How carefully have the potential competitors been identified?
- Initiating Process Group: Are you properly tracking the progress of the Financial audit project and communicating the status to stakeholders?
- Quality Audit: How does your organization ensure that equipment is appropriately maintained and producing valid results?
- Resource Breakdown Structure: What is the organizations history in doing similar activities?
- Cost Baseline: Does the suggested change request seem to represent a necessary enhancement to the product?
- Stakeholder Analysis Matrix: Who has been involved in the area (thematic or geographic) in the past?
Step-by-step and complete Financial audit Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 Financial audit project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 Financial 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 Financial 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 Financial 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 Financial 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 Financial audit project or Phase Close-Out
- 5.4 Lessons Learned
With this Three Step process you will have all the tools you need for any Financial audit project with this in-depth Financial audit Toolkit.
In using the Toolkit you will be better able to:
- Diagnose Financial 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 Financial 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 Financial audit investments work better.
This Financial 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.