Audit Training


This audit training is a super practical, one-size-fits-all training course.

With instantly available training slide decks and manuals, you’ll be confident that you’ve got everything you need. Plus, it’s also 100% customizable so you can brand everything as your own.

Instantly available so no fuss. Just add your logo and that’s it!

Your perfect solution to virtually any delivery opportunity: full-day corporate courses, one-to-one coaching sessions, team training workshops, ongoing professional development sessions, and so much more…

Your perfect solution to virtually any delivery opportunity: full-day corporate courses, one-to-one coaching sessions, team training workshops, ongoing professional development sessions, and so much more.

Why you will love this product:

  • Product: Instantly Available.
  • Customization: Fully Editable.
  • Branding: Rebrand As Your Own.
  • Audience: Suitable For All Employees.
  • Duration: Full Day.
  • Experience: No Experience Required.


An audit is a systematic, independent, and documented process for obtaining audit evidence and evaluating it objectively to determine the extent to which audit criteria are fulfilled (ISO 9000:2000).

For some managers and line staff, the thought of participating and completing an audit in the workplace can be daunting.

However, companies that regulatory complete audits will confirm that audits, when done properly, shouldn’t be feared. In these companies, it’s a strategic imperative to harness purpose-driven audits to:

  • Check compliance with a standard or with regulatory guidelines.
  • Provide a vigilance system.
  • Emphasize and maintain compliance as an everyday work function.
  • Identify opportunities for improvement.

In fact, an audit mindset is a critical success factor for any company.

Oak Innovation’s audit training will provide the skills, awareness, and techniques needed to perform an effective audit within any organization. To illustrate, the training will explore the seven stages of an effective audit:

  1. Initial preparation.
  2. Detailed planning.
  3. Opening meeting.
  4. Auditing.
  5. Reporting.
  6. Closing meeting.
  7. Follow-up.

Strictly speaking, this audit training is an off-the-shelf and customizable training solution, complete with a PowerPoint slide deck, instructor, and participant manuals that can be used by corporate training professionals and business managers to present their own training courses.

The training will cover the basic concepts of auditing and audit skills within the workplace. The course also helps attendees to define types of audits, set up an audit schedule, and form an audit team that ultimately helps them to perform a basic audit.

Top Companies, Trust Oak Innovation

Course Description

Types of audits. Audit teams. The audit process. These are just three of the main areas this training will explore.

Designed to be accessible for all categories of employees, learners will discover the different types of audits that can exist. Through hands-on exercises and examples, they will be able to set up an audit schedule, and they will understand how to form an audit team.

Through engaging training material, discussion, and exercises, learners will learn how to perform a basic audit and how to manage relevant documentation. They will also learn about the basic process.

Learning Objectives

At the end of this training course, participants will be able to:

  • Define types of audits.
  • Set up an audit schedule.
  • Form an audit team.
  • Perform a basic audit.
  • Manage relevant documentation.
  • Understand the audit process.

Course Overview

Here, we break down the 6 key sections of this training course.

1. Audit
Audits are the lifeblood of any business. Especially for companies that want to be successful and innovative.

The focus of an audit includes:

  • Product – focus on one product as it flows through the systems of an organization.
  • Process – concentrate on the effectiveness of a process to identify improvements.
  • Regulatory – explore compliance with a set of regulatory guidelines such as those imposed upon the Pharmaceutical industry by the FDA.

The training will:

  • Examine what key aspects they need to understand.
  • Explore various types of reviews.
  • Instruct them on how to view audits as an opportunity that benefits their companies.
  • Stress the effort required to perform a successful audit.
  • Explore traditional views of audit (e.g., criteria-based audit and audit objectives).

2. Quality audit systems
Quality audits are the systematic examination of an organization’s quality management system (QMS) by internal or external auditors.

This section of the training will:

  • Explore pre-audit activity.
  • Discuss how to create an audit history.
  • Explore how to define the scope of an audit.
  • Discuss the benefits of having reviews.
  • Introduce essential aspects (e.g., the scope of the audit and process flow).

3. How to set up an audit team
The training will explore that an audit team needs:

  • Enough members to split the work equitably and to process the activities within the defined schedule.
  • Capability in terms of skills and experience.
  • Independence.
  • A strong understanding of business processes.

When an audit team is formed correctly, it can seem as if magic has happened and everything has just naturally fallen into place. In reality, all that has happened is that the correct care has been applied to the formation of the team.

This section highlights how successful audit teams can:

  • Achieve results with clear roles and responsibilities.
  • Know exactly what they are there to do.
  • Recognize the challenges of working in teams.
  • Explore the role and responsibilities of the lead auditor.
  • Share that teamwork has always been essential in these settings – especially in regulated environments.

Next, the training will:

  • Guide, plan, and schedule an audit.
  • Explore documentation and checklists.

4. Performing an audit
It’s challenging for some companies to keep up with role requirements for lead auditors. But it’s imperative that key roles are understood if firms are to achieve the audit success that they aspire to. Oak Innovation’s training helps learners take a big step in their learning journey while exploring significant roles and responsibilities.

The responsibilities of the lead auditor include:

  • Everything that is associated with the audit.
  • Definition of the scope of the audit.
  • The selection of other team members.
  • Preparation of the plan.
  • Guidance of the preparation process.
  • Team briefing and communication.
  • Representation of the audit team with the auditee.
  • Ultimate decision-making throughout the process.
  • Preparation of final audit report.

Overall, how an audit is performed can depend on several factors and this section will focus on key activities within meetings.

To illustrate, the training will:

  • Explore who should attend opening meetings.
  • Share the importance of managing activity and gathering evidence.
  • Explore questioning skills, observation, and note-taking skills.
  • Provide insights on possible situations when an audit needs to be aborted.
  • Discuss the critical role of audit team meetings.

5. The auditor
The training stresses the crucial components of recording non-compliances, scaling, and non-conformance reports.

6. Final steps
The final section of the training will:

  • Direct attention to the importance of closing meetings.
  • Focus on how to hold a closing meeting.
  • Discuss the need for follow-up.

Who Needs Effective Audit Skills?

  • Senior management that wants to strengthen their relationships with staff.
  • Managers, supervisors, and team leaders need audit skills to lead, manage and motivate their teams.
  • Administrative, support staff, and line staff that needs audit skills to maximize their engagement and participation within the organization.
  • HR professionals need audit skills to meet the needs of the departments that they support.
  • Project managers need audit skills to create more engagement and collaboration with their teams.
  • Organizational development professionals need audit skills to secure relationships and participation from all functions within the organization.
  • Consultants and independent contractors who are being asked to play a role in organizational initiatives.

What You Get

  • An 81 Page Instructor Guide
  • A 67 Page Participant Manual
  • 87 Customizable PowerPoint Slides
  • Training Games And Training Icebreakers
  • A Course Advertorial
  • Eight Pre-written Expert Training Guides
  • Customizable Exercises And Tests
  • Further Reading Lists

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Auditing Training Course Materials
Audit Training