Video 7: Undertaking Audits
About this lesson
It is time to put your preparation into action and execute the physical audit. This video guides you through the entire live assessment process starting with a structured opening meeting that sets a collaborative and professional tone. You will discover how to treat the audit as a partnership rather than a police investigation, building rapport with process owners to encourage open communication and transparency.
You will learn how to apply the CAP Do approach, flipping the traditional script by analyzing performance results first before digging into documented plans. The lesson will teach you how to follow audit trails seamlessly, manage your time effectively, and document clear objective evidence for every conclusion you reach. By the end of this video you will know how to keep the auditee informed every step of the way ensuring there are absolutely no surprises.