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Process Documentation

Course Description

Print-friendly Course Description and Outline

This program covers process documentation of narratives. It gives you a chance to explore the conventions and best practices, based on your level of expertise with each. It also covers how we evaluate process documentation, including the use of walkthroughs and flowcharts.

In this course, we will:

  • Gain understanding of process documentation through Narratives, Flowcharts and Walkthroughs.
  • Identify the common forms used during process documentation.
  • Understand the most commonly used tool (Risk and Control Matrix) for documenting risk.
  • Write a risk statement.
  • Write a narrative, walkthrough, and flowchart.
  • Describe a control.
  • Write a detailed audit program.
Course Duration: 1 day(s)
CPEs Available: 8
Knowledge Level: Basic
Field of Study: Auditing
Advance Preparation: 
Delivery Method: On-site Training (Group-Live)


Documentation Techniques

  • Identify the common techniques used during process documentation.


  • Identify best practices for interviewing.
  • Identify skills for listening and questions as an interviewer or interviewee.

Risk and Control

  • Understand the most commonly used tool (Risk and Control Matrix) for documenting risk.

Seminar Conclusion

  • Discuss any open items or expectations and identify your plans and next steps.
  • Restate major concepts and skills learned during the seminar.

Most courses can be delivered through on-site training. You might be surprised that the organization leading the profession is just as committed to the delivery of affordable training.

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