Audit Overview

Everything starts with our powerful Audit.

Backed by years of experience in mentoring businesses in a wide range of sectors, our audit is designed to take a clear and vivid snapshot of where your client’s business stands today.   This raises the critical issues and broadly informs the strategic themes that will create the basis for the StrategyPal process, tailored specifically for your client.

The StrategyPal Audit shows your client clearly where their strengths lie, uncovers hidden weaknesses and points the way for everything that follows: a living, working strategic plan.

As the mentor, you determine which managers complete the audit, but it will generally be all senior management staff, giving a broad perspective on the team’s perceptions.   The audit is filled out individually, with the results discussed in a meeting moderated by the mentor.   This is critical, as perceptions may vary substantially between one manager and another.   Thus the mentor progressively gains a true perspective on how the team is thinking.

This is not a once-off exercise.   Ours is a ‘living audit,’ continuously updated and expanded to safeguard enduring relevance.   The mentor will return to the audit in a year (or perhaps sooner, depending on the needs of the company) and reinitiate the process from an enlightened perspective.

For each of the 80+ Audit questions, there are five possible scores: A = 0, B = 1, C = 2, D = 3 or E = 4; an ‘E’ score suggesting ‘best in class’, with the progression from A – E, succinctly suggesting pathways to improvement.

The Audit reviews 5 perspectives: