Internal Audit Professional Series - Module 7: Engagement Planning

Master individual audit engagement planning from notification through program development for successful audit execution.

This is Module 7 of the 18-part Internal Audit Professional Series, providing the practical tools for effective engagement preparation.

📚 WHAT YOU'LL LEARN:

✓ Engagement Objectives — Define clear, measurable audit objectives

✓ Scope Determination — Establish appropriate boundaries and coverage

✓ Preliminary Risk Assessment — Engagement-level risk evaluation

✓ Audit Program Development — Create comprehensive testing procedures

✓ Resource Assignment — Match skills to engagement requirements

✓ Timeline Development — Realistic scheduling and milestones

✓ Client Notification — Professional engagement announcements

✓ Opening Meetings — Effective kickoff meeting facilitation

✓ Planning Documentation — Workpaper requirements and standards

📦 WHAT'S INCLUDED:

- 40 Professional Presentation Slides

- 8 Ready-to-Use Templates:

- Engagement Planning Memo

- Audit Objectives Worksheet

- Scope Definition Template

- Audit Program Template

- Resource Assignment Matrix

- Engagement Timeline Template

- Client Notification Letter

- Opening Meeting Agenda

🎯 WHO IS THIS FOR:

- Audit managers planning engagements

- Senior auditors leading projects

- Staff auditors learning planning skills

- Organizations standardizing planning processes

- CIA exam candidates

✅ GIAS 2024 ALIGNED | ENGAGEMENT EXCELLENCE

💼 CREATED BY: Amer Morgan, CIA, CRMA, CFE — 30+ years audit leadership experience.