Setting Up an Audit
Even the word “audit" can scare some people, especially those who are being internally audited. If an audit is to be performed, whether it is project specific, company-wide or departmental, should people be notified?
The answer to this may depend upon the reason for the audit. If projects fail constantly or if the company has outside client issues, then some audits should take place with the audit team(s) reporting to the audit requestor.
If audits are performed to check for possible areas of improvement within an already profitable and successful project or company, then people should be aware of it and be ready to answer questions and participate in the audit at various levels.
Large companies or PMOs that oversee many projects should set schedules for regular audits both on the organization itself and a handful of projects to evaluate processes and identify areas of needed change.
When asked, what is a project management protocol and how can an audit be successful, first identify the reason for the audit and then proceed by utilizing your own checklists or using the free templates found in our Media Gallery.