Five-day professional program. Approximately 25-30 training hours. Final agenda, language and delivery arrangements are confirmed in the proposal.

Course Overview

Conduct structured process reviews and track improvement commitments.

This proposed five-day program develops a structured approach through case analysis, facilitated discussion and practical working documents. Participants adapt the learning to their organizational context and produce a final operational audit planning pack.

Learning Outcomes

Assess audit purpose, scope and review criteria.

Evaluate evidence planning and interview techniques.

Apply a structured approach to process observations and finding development.

Develop recommendations for reporting, ownership and action verification.

Prepare and present a operational audit planning pack.

Who Should Attend

Quality professionals, process owners, improvement teams and operational managers.

Relevant professional experience is recommended. Participant responsibilities and prerequisite knowledge are reviewed during scoping.

Training Methodology

Facilitated discussion, worked examples, anonymized case analysis, practical workshops, peer feedback and an applied final assignment.

Learning assessment may include a baseline discussion, review of working documents and a final presentation. Completion requirements are confirmed in the proposal.

Course Tools and Templates

Audit purpose, scope and review criteria working brief – proposed exercise document.

Evidence planning and interview techniques working brief – proposed exercise document.

Process observations and finding development working brief – proposed exercise document.

Reporting, ownership and action verification working brief – proposed exercise document.

Operational audit planning pack – proposed exercise document.

Delivery Requirements

Classroom, live online and in-house formats can be arranged by agreement. Venue, platform, language, timetable, trainer and materials are confirmed in writing.

A laptop may be needed for planning and analytical exercises. Required software, access and prerequisite skills are agreed before delivery.

Course Customization

The proposed five-day agenda can be adapted to the participant group, sector and organizational objectives. Dates, fees, delivery suitability and final activities are confirmed in the written proposal.

Course Outline

Proposed sequence, subject to the agreed training proposal.

Day 1 – Audit purpose, scope and review criteria

Define the context, assess current practices and identify the key decisions relating to audit purpose, scope and review criteria.

Practical output: Audit purpose, scope and review criteria working brief

Day 2 – Evidence planning and interview techniques

Interpret sample information, compare suitable approaches and document assumptions for evidence planning and interview techniques.

Practical output: Evidence planning and interview techniques working brief

Day 3 – Process observations and finding development

Apply structured tools to an anonymized case and develop recommendations for process observations and finding development.

Practical output: Process observations and finding development working brief

Day 4 – Reporting, ownership and action verification

Review responsibilities, risks and follow-up measures through a practical exercise on reporting, ownership and action verification.

Practical output: Reporting, ownership and action verification working brief

Day 5 – Operational audit simulation

Integrate the course learning into a practical assignment on operational audit simulation; present recommendations and an implementation roadmap.

Practical output: Operational audit planning pack