Templates and tools
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Save time when creating core documents for your department by using a template.
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Ambition Model
Unlock and harness our new beta web-based platform, that enables audit leaders to assess the effectiveness of their internal audit function and identify areas for improvement.
Benchmarking
See how your function compares with those we have reviewed.
Business acumen for internal audit
Take a few minutes for a quick, practical refresher on the topic of business acumen. It is for audit leaders and auditors alike. We look at why it is important, top tips and some practical tools chosen specifically for auditors.
Core Principles practice guidance
This piece explores the Demonstrating the Core Principles for the Professional Practice of Internal Auditing guidance produced by IIA global. The Core Principles were added to the International Professional Practices Framework (IPPF) in 2015.
Critical services assurance framework
To help you consolidate your own position, we provided you with an adaptable template to document and monitor assurance of the critical services your organisation relies upon. A mandatory requirement in the financial services sector, all organisations should consider it good practice.
Difficult conversations
Take a few minutes for this practical refresher on managing difficult conversations. It is for audit leaders and auditors alike.
Findings matrix for the audit committee
Show the audit committee that your function is conforming to best practice. The findings matrix allow the audit committee to asses and monitor how your team is performing.
How to assess the independence, objectivity and tenure of a CAE
Chartered IIA guidance for assessing the independence, objectivity and tenure of a Chief Audit Executive (CAE).
Internal audit charter
Use our template as the basis to write a charter that defines internal audit's purpose, authority, responsibility and position within your organisation.
Internal audit report template
Use this template to ensure you don't miss any vital information when constructing your report.
Intranet content
Raise the profile of internal audit within your organisation by explaining how you and your team support the business's strategic objectives.
Job descriptions
Browse through our range of job description samples that will assist you in recruiting the right team member.
Non-Executive Skills Matrix
This template can be used to empower constructive discussion, enable self-assessment, guide recruitment and support succession planning.
Regulators: A key reference list
The UK Regulators Network is a member group where regulators join together to share knowledge and innovation, explore cross-cutting issues and build better ways of working for the benefit of consumers and the economy.
Techniques for looking into the future
In the following piece, we explore horizon scanning and consider various approaches for thinking about the future – and the uncertainties that come with it. It is for audit leaders and auditors alike. We look at why it is important and walk through four practical methodologies.
Terms of reference / Letter of engagement
This template sets out the terms of reference and scope of an internal audit assignment.
The art of critical thinking
Take a few minutes for a quick, practical refresher on the art of critical thinking. It is for audit leaders and auditors alike. We look at why it is important, top tips and some practical tools chosen specifically for auditors.
The art of persuasion
Persuasion gives ideas traction. It is a critical skill for auditors at all stages of their career, which is why it is part of the Institute’s competency framework. Read on to see why it is important.
The CAE (HIA) performance appraisal
Chartered IIA Guidance on the CAE performance appraisal.
Watchlist template
A simple way to capture risk and assurance information. Ideal for sharing with a team, keeping in a notebook, a jacket pocket or accessed digitally.