Process Overview Form Guide

screenshot of the first page of 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.

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