Audits & Assessments

Audits & Assessments

Audits are primarily used to gather ‘factual’ data about a situation which can then be objectively analysed and used to:

  • To turn opinions into facts and create consensus
  • Design interventions to address specific issues
  • Re-run at a later date to assess the effectiveness of the intervention

The audits offered here have been developed by us to understand the specific situation we are faced with in a client organisation and to provide real-time data as the basis for agreeing actions. They are listed in three groups for ease of search; a synopsis of the content can be viewed by putting the mouse over the title.

We hope you will find what you are looking for. If not, this is just a sample so please contact us and we will try to help you.


Motivation Survey Workplace


The survey uses the ALA International Four Factor Model of Motivation to assess the basic conditions for a productive workplace exist. It can be used at a departmental or organisational level and can easily be analysed using an Excel Spreadsheet to produce visual outputs, see example report attached.

Management HR Partnership


This questionnaire;

  1. Measures the degree to which management / HR partnerships exist
  2. Provides the basis for a discussion on how they can work together to optimize performance
  3. Identifies the bottom line value that can be achieved

People are the key to productive performance in every organization. Management and HR together, hold this key, why not use it?

General Audit Larger Organisations


This is a total business audit designed to provide a complete overview of how the organisation is performing against ’best practice’ and highlight the issues, which if resolved, will have the most beneficial impact on performance. The audit;

  1. Is in seven parts, covering the main organisational functions
  2. Has been was developed by a specialist in each field.
  3. Is in its current form most suited to the assessment of large to medium size production and service organisations.

This is a very useful product for anyone involved in analysing organisational effectiveness. Note. Example reports produced from this audit are available on request.

Managing Systems Audit


Managing systems are the procedures that management use to manage the business. There are nine key managing procedures which together when properly deployed, encourage managers to adopt a participative style of management which delivers optimum performance. This questionnaire measure whether these procedures are in place and their effectiveness.


Communication Skills Audit


This is a simple audit which measures an individual’s perception of their strengths and weaknesses in the area of interpersonal communication.

Emotional Intelligence Profiling Questionnaire


This questionnaire measures seven characteristics of emotional intelligence and provides feedback on the answers. We have found this very useful in helping our clients to explore the different perceptions in their relationships.

Motivation Survey – Individual


This survey is designed to help managers to understand the factors motivating people at work and that these factors change with circumstances. What is important to an individual today will be less important in different circumstances. Thus all job need to offer a range of ‘motivating factors’ if people are to find them satisfying in the medium term.

The survey can be used with work groups to develop understanding or at a departmental or organisational level where managers would like to assess job satisfaction.

Core Competency Assessment


This material consists of two examples of Core Competency Development programmes. The first is a simple agenda and refers to the Core Competency Assessment materials, which can be found under Audits & Assessments. The second programme, which was developed for a Public Sector organisation contains both the competencies and the learning materials. For more information please contact us

PAC Audit


This audit is designed to provide the user with feedback on their natural approach to relationships. It uses the Eric Berne’s transactional Analysis model

It will help users identify their natural value relating style and highlights where personal effectiveness could be increased by a change of style. There are no right or wrong answers to this questionnaire, you can benefit most by being open and seeing what you can learn from the feedback.


Kaizen Tools


This audit provides a means of assessing how well an organisation is doing against the five key drivers of KAIZEN:

  1. Visual Control,
  2. Total Productivity Maintenance,
  3. Quality Circles,
  4. Cross Functional Teams,
  5. Waste Weeding,

People interested in this subject should also read our book Re-Engeering the Workplace to be found in the Books section.

3S Audit Score Sheet Basic


This audit is part of the 5’s process; see our Kaizen Manual ‘Re-Engineering the Workplace’ See our books on Amazon

3S Audit Score Sheet Office


This audit is part of the 5’s process; see our Kaizen Manual ‘Re-Engineering the Workplace’ under books.

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