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Audit report excellence: How to write clearer reports in less time

Reduce rework. Accelerate issuance. Improve report quality.

Audit report excellence: How to write clearer reports in less time

Description

When reporting expectations are unclear and report development processes are inefficient, audit teams spend excessive time writing and revising reports. This slows issuance, consumes valuable resources, and reduces audit impact.

In this practical, one-hour webinar, report writing expert and trainer Margie Bastolla shows how a more disciplined approach to report development can help audit functions produce clearer, more focused reports in less time. She demonstrates how strengthening report development processes and making earlier decisions about finding content can reduce rework, accelerate issuance, and improve report quality.

Using real world examples, Margie examines knowledge gaps in reader expectations, finding development, and reviewing versus editing, as well as process gaps that delay finding development, review, client feedback, and action plans. She also introduces the Write-It-Once Approach, which emphasizes developing findings as issues are identified and obtaining reviewer and client feedback early.

About the speakers

Margie Bastolla

Margie Bastolla, CIA, is an Orlando-based author, trainer, and consultant who helps internal audit departments write clear, impactful reports; reduce report revisions; and quicken report issuance. She is author of the 2023 book Clarity, Impact, Speed: Delivering Audit Reports that Matter, 2nd Edition, published by The IIA.

Margie has taught auditors in hundreds of organizations to think critically and write clearly. She also helps organizations design reports that meet their readers’ needs. Margie’s clients include the Fortune 500, the U.S. military, international agencies, and many organizations in the financial services, healthcare, and higher ed sectors around the world. She has worked in over 40 countries. Margie regularly delivers keynotes and concurrent sessions for The IIA and other professional associations.

Before forming her training company, Margie spent 20 years in executive and leadership roles at The Institute of Internal Auditors in Lake Mary, Florida. To learn more about her training and consulting services, visit www.auditreportwriting.com.

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