OPERATIONAL AUDIT SERVICES

What It Includes

1. Discovery & Assessment: We gather context through consultations, organizational reviews, and input from staff or board to understand your current structure and goals.

2. Systems & Processes Review: We examine your workflows, financial tracking, HR practices, and digital tools to identify gaps and opportunities for efficiency

3. Policy & Compliance Check: We review policies against legal, funding, and equity standards to ensure compliance and reduce organizational risk.

4. Communications & Reporting : We assess your communications, data use, and impact reporting to strengthen donor engagement and community trust.

5. Findings & Recommendations: We deliver a clear action plan, report, and presentation that prioritize solutions and outline practical next steps.

Deliverables

Audit Report (20–30 pages, plain language + appendices for details)

Priority Action Matrix (quick wins, medium-term improvements, long-term goals)

Tool & Resource Recommendations (systems, templates, policies)