Unlocking Resources: Seeking a Helping Hand from IIA’s Executive Members
Hello there,
Having recently embarked on a journey with a public sector Audit team that’s been under-resourced for some time, I’m eager to streamline our processes as we rebuild. Although I hold a Certified Internal Auditor (CIA) credential, I’m constantly on the lookout for smarter, more efficient ways to handle our responsibilities.
I’ve learned that those in executive roles within the Institute of Internal Auditors (IIA) have access to a range of valuable resources, including Audit programs. One document that has piqued my interest is the “Customer Satisfaction Audit Client Survey” from 2017. Despite its age, I believe it could serve as a solid foundation for our work.
If sharing this document aligns with IIA’s guidelines, I would be immensely grateful for your support in accessing it. Any assistance you can provide would be greatly appreciated. Thank you for your kindness and collaboration, dear IIA community!
One response
Good afternoon,
Congratulations on your new role in the public sector Audit shop! Rebuilding and strengthening an internal Audit function is both a challenging and rewarding endeavor.
Regarding your request for the “Customer Satisfaction Audit Client Survey” document from 2017, it’s understandable why you would want to leverage existing resources to enhance efficiency. While the Institute of Internal Auditors (IIA) does offer valuable tools and documents to its executive members, sharing materials directly might conflict with IIA’s terms of membership and intellectual property policies. However, there are a few ways you can approach this situation to obtain similar resources or develop your own.
Consult Your IIA Network: If you’re part of the IIA, leverage your network by reaching out to other members or chapters. Attend events or forums where such resources might be discussed and shared in a more permissible way.
Utilize IIA Resources Properly: If you have access to any IIA portals or resources, explore what’s available. They often have updated templates and guides which can serve as a foundation for your needs.
Adapt Existing Models: If you cannot obtain the specific 2017 document, look for similar customer satisfaction or feedback survey templates online. There are numerous resources outside the IIA that offer free templates which you can customize to fit your context.
Develop In-house Surveys: Consider developing a tailored survey in collaboration with your team. Engage with your stakeholders (clients, management) to understand their expectations and experiences, translating these insights into survey questions.
Attend IIA Webinars and Trainings: Sometimes, these events offer insights or access to materials beforehand or as part of the participation package.
Remember, while it’s beneficial to start with proven formats, customizing and continuously improving based on direct feedback and your organization’s unique context will ultimately lead to a more effective client satisfaction measurement tool.
I wish you the best in your efforts to revitalize your audit shop and hope you find a solution that enhances your efficiency and effectiveness.
Best regards!