Conducting Managerial Audits

Managerial audits help organizations avoid malpractice by assessing procedures and processes. Do-it-yourself driving assessments are available online and in print.  Assessments contain questionnaires that are an important first step to determine if you or your firm need to take action to improve your skills. Below are tips for conducting a managerial audit and resources for implementing them.  

Tips
Checklist - create an audit questionnaire to identify strengths and weaknesses. 
Frequency - conduct audits as a year-end review in December to assess progress and identify opportunities for improvement.

Scope. - cover accounting, calendaring, communicating, marketing, personnel, and technical matters.  
Report - prepare a checklist or a report of findings and goals for improvement. 

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