Process Overview Form Guide

Thoroughly understanding organizational processes allows for better performance and efficient improvements. This sample document provides instructions on using process overview forms and includes a blank template and a completed example.

Sample steps in this tool include: review/understand the mission and objectives of the departments/functions being reviewed, review/understand major processes within the audit, provide the auditee with a completed sample to emphasize the importance of a completed form, explain each section of the form to the auditee, and collectively review the completed process overview forms to ensure consensus and a common understanding of the scope.