Audit

Organizational Intelligence Audit Toolkit

A runnable audit form and toolkit to discover where knowledge is leaking, which decisions are low‑quality, and which measurement and meeting practices undermine continuous learning — plus built-in scoring, evidence capture, and a remediation-playbook builder to produce a prioritized backlog.

Interactive Tool

Organizational Intelligence Audit Toolkit — Audit Form

Welcome

This interactive audit helps you diagnose where your organization’s learning, decision-making, and measurement systems break down. Use it during a focused site visit, a cross-functional review, or as a periodic health check. Capture evidence, score maturity across core dimensions, and generate candidate remediation items with basic priority signals so you can produce a prioritized remediation backlog.

How to use

  1. Set the audit scope and note boundaries.
  2. Collect evidence: documents, dashboards, meeting notes, interviews.
  3. Score each dimension against observed practice (1 = weak, 5 = strong).
  4. Create remediation items with estimated impact and effort.
  5. Use the guidance to convert remedies into a prioritized backlog.

Tip: Keep entries factual and attach evidence links so remediation owners can follow up quickly.

Enter the audit date (e.g., 2026-09-01)
Name(s) of the person(s) conducting the audit
Describe teams, sites, processes, or exclusions relevant to this audit
Summarize claims, priorities, and concerns surfaced in leader interviews (keep it factual)
Notes from frontline staff and contributors describing work-as-done, pain points, and workarounds
Select the types of evidence seen; provide links in the Evidence links field.
Paste document links, dashboard URLs, folder paths, or note locations for follow-up
Assess how reliably tacit and explicit knowledge is captured, stored, and findable
1.0 10.0
Are decisions documented with clear owners, criteria, inputs, and outcomes?
1.0 10.0
Are metrics aligned to outcomes, trusted, and used for action?
1.0 10.0
Do meetings reliably produce decisions, assigned actions, and follow-up?
1.0 10.0
Are hypotheses stated, measures defined, and learnings captured and applied?
1.0 10.0
Clarity of roles, escalation, and who enforces or measures outcomes
1.0 10.0
Synthesize the primary breakdowns, root causes (observed or inferred), and where to focus first
List 2–4 small, high-value experiments or changes to show immediate progress
Short, clear action title (e.g., 'Create decision log for X')
Describe the change, why it matters, and acceptance criteria
Planned completion date
How much this is expected to improve learning/decisions/outcomes
1.0 10.0
Relative effort or cost to implement
1.0 10.0
How much this reduces operational, compliance, or service risk
1.0 10.0
1.0 10.0
1.0 10.0
1.0 10.0
1.0 10.0
1.0 10.0
1.0 10.0
Use impact, effort, and risk-reduction scores to discuss priorities. Example rule: compute a simple priority signal by (Impact + RiskReduction) - Effort; higher values indicate earlier priority. Consider dependencies, compliance deadlines, and capacity when finalizing sequence.
Who will coordinate remediation, what governance is needed, and when to re-audit
Capture dependencies on systems, teams, or budgets
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