Flagship course
Audit Planning Fundamentals
A practical programme for seniors and managers who need the audit planning workflow app to produce packs that juniors can execute without a second briefing.
Ask about enrolment
What you will leave with
- A scoped engagement map Convert letter terms into named procedures inside the app.
- Linked risk notes Attach inherent and control risk comments to the modules reviewers open later.
- A fieldwork pack Export a planning file with owners, due dates, and evidence asks that match week-one tasks.
- Reviewer prompts Use a short challenge list so managers leave precise comments instead of rewriting sections.
Modules
Eight steps from acceptance to pack release.
Engagement acceptance inside the workflow
Capture independence notes, team roles, and calendar constraints before any risk work begins.
Scope language that maps to procedures
Rewrite vague letter clauses into app fields juniors can follow without guessing intent.
Risk register design
Build inherent risk entries that point to specific workflow modules rather than orphaned memos.
Materiality and thresholds in the plan
Document quantitative and qualitative thresholds where reviewers expect to find them.
Evidence request sequencing
Time client asks so fieldwork week one is not idle waiting for schedules.
Multi-site ownership
Assign component owners and visibility rules when entities share systems.
Manager challenge pass
Run a structured review of the pack using the in-app comment tools.
Release and handover
Freeze the planning version and brief the fieldwork team from the same source of truth.
Instructor
Amira Cole
Former UK mid-tier audit manager who led the first workflow-app rollouts for three multi-office practices. Amira focuses on planning habits that survive busy season, not software demos.
Informational pricing
Individual enrolment is listed at £640. Firm cohorts of six or more are quoted separately. There is no checkout on this site—contact us to reserve a place.
Compare learning tiersLearner notes
The risk-to-module linking exercise in module 03 is what finally stopped our orphaned Excel risk lists.
James R. · Birmingham
Solid on workflow discipline. I wish module 06 had a longer example for charities with many small branches—still usable, just thinner than the corporate case.
Client in charity audit · Bristol
FAQ
Do I need the same audit planning workflow app as the demos?
No. Exercises use a generic screen pattern. You will adapt field names to your firm’s tool. The limitation is real: if your app cannot attach risks to procedures, you will need a workaround sheet—and we show where that friction appears.
Is this suitable for juniors?
It is written for seniors and managers who own planning. Juniors can audit the pack later, but enrolment assumes you already draft planning memos.
How long do I keep access?
Course materials remain available for twelve months from enrolment. Live office hours run monthly for active cohorts.
Can we train a whole office?
Yes. Cohort pricing and shared review templates are arranged through the contact form—there is no self-serve checkout.