AUDIT INTAKE WORKSHEET
Prepare The Inputs Before The Audit Conversation Starts
Use this worksheet to capture the systems, handoffs, reporting pain, and leadership bottlenecks behind the workflow problem before you get on the call.
Operator-friendlyBuilt around what leadership and operations teams already know.
Call prepHelps the first conversation start with facts instead of guessing.
PrintableUse it live with your team or export it to PDF from the browser.
Worksheet
Capture the operating reality before the conversation.
This is not a form submission. It is a structured prep sheet you can use internally, print, or bring into the audit call.
1
Current stack
2
Workflow and handoffs
3
Reporting and visibility
4
Cost of friction
5
Technical ownership
6
Desired outcome
How to use it
The worksheet is meant to sharpen the conversation, not replace the audit.
Capture the facts
Fill in the systems, handoffs, reporting gaps, and ownership issues your team already feels.
Bring the worksheet
Use it in the audit conversation so the starting point is grounded in the real workflow, not abstractions.
Turn it into a roadmap
The audit converts the raw worksheet inputs into findings, priorities, and a working plan.