How does a systemic Audit work?

A business system is very complex. A needs analysis needs to understand this.

A systemic audit is a comprehensive and detailed procedure for evaluating and clarifying how business systems are working. It is like a photograph of a business.
It is designed to find leverage points for change – places where you get the most sustainable change for the least effort.

Without a systemic audit, you risk short-term fixes while the business performance steadily drops.
A systemic audit is a photograph of a business showing exactly how the systems are being produced and exactly what to do about them.


Systemic Audit

There are many systems inside a business and all need to work well together.

Some symptoms that show they are not working well would be:

  • Procedures that everyone complains about, but no one changes.
  • Two separate systems are operating – the way things should be done and the way things are actually done.
  • A problem that you keep fixing and it keeps coming back.
  • Communication problems between departments and/or key people
  • Large fluctuations in cash flow
  • Managers’ time spent on many urgent but not important issues.


The audit has three parts:

  • Interviews with key personnel.
  • A comprehensive written report, complete with recommendations for further action.
  • A meeting to discuss the next steps.

The objectives of the audit are:

To define and assess the present position by:

  •   Identifying present strengths and weaknesses in the company.
  • Providing an overview of the current structure.
  • Pointing to areas of high performance.
  • Identifying present constraints on best performance and how they may be addressed.
  • Clarifying leadership and management issues.

To recommend future actions to improve results and overcome present limitations by:

  • Distinguishing key leverage points for change.
  • Recognizing areas where skills are needed and recommending
  • Specific training and / or coaching.
  • Clarifying the vision and direction in the future to achieve sustainable growth.

This post is also available in: SpanishPortuguese (Brazil)