How To Audit Effectively And Efficiently?

How to audit effectively and efficiently?


It's looking like restrictions are going to be easing a little more and it may mean that more of us are returning to the office.

It may also be that people have enjoyed remote working and have been more productive, perhaps there's no rush to get back.

Whatever our future looks like we are still going to have to do our internal audits if we work in the health and human services sector.

Internal audits generally fall into two camps:  

  • Onsite review of the process 
  • File audits  

How can we improve the way we audit whilst also allowing people the flexibility to work from home?

Let's rethink the way we audit starting with your audit schedule.  

Do you audit by site?  

A client of mine switched to auditing by program during the lockdown and the benefits included:

30-minute group zoom conferences with delegates from the same program replaced half-day on-site audits.

They see patterns across programs and reduce siloed systems. 

People are more connected with others doing the same work whom they often rarely see. 

More frequent, shorter audits allow people to raise issues in a more agile way.  

How can you change what you do and maintain quality systems in these ever-changing times?

What's on this week?

I'm offering a special deal to anyone purchasing Cathy Balding's training STRATEGIC QUALITY SYSTEMS using this link.

This program is designed to take quality in your organisation beyond compliance and support consistently high-quality care and services.

The course offers a step by step,  best practice strategic path for creating a great point of care and service experiences.

Over five video modules, you'll develop your toolkit - and start applying it - to build a strategic, point of service, and care-based quality system. 

When you purchase the course through this link.

You also receive two of Cathy’s most popular leadership tools:

- Strategic Quality and Clinical Governance Framework Structure Template and Defining high-quality care and services scenario guide.

For those of you purchasing the link before 20th June there is also a bonus offer:

- A webinar with Cathy Balding on the ‘twin towers’ of quality system success: Motivation and Measurement, on Wed 24 June @ 1pm EST 

The investment for the course is only AUD $197 (plus GST) and the can be shared within your organisation.

People using this link will also receive a special bonus from me 

THREE MONTHS FREE Bronze membership to the Quality Networking Group valued at $250

If you work in quality and are looking for professional development to progress your career the quality networking group may be for you.

Quality Networking Group 

Many people working in quality experience overwhelm as the scope of the job gets broader, lack of buy-in, frustration with a compliance mindset from leaders, and lack of commitment and accountability for quality across the organisation. 

The group supports people working in quality and is created to build a professional network raising the profile of quality as a profession, not just a job.

Personal and professional development is so important and I have experienced the benefits of supported peer learning and the advantage this type of group has compared to traditional training.

You can access information about the membership levels and benefits here.

Stay well everyone and I'm here to help if you need me. You may call +61 0403 857 054 or send me an email to