Free checklists
Know where you stand before anyone else does.
Four free self-assessments, one for each of our services. Pick the one that fits your next priority and download it free.
For procurement teams: view our capability statement
Choose your checklist
One checklist for each service.
Each one turns good practice into plain-language questions, with a scorecard to show where to start.
Free download
EQA Readiness Checklist
For chief audit executives preparing for an External Quality Assessment or the move to the Global Internal Audit Standards.
What’s inside
- Ethics, professionalism and your people
- Charter, mandate, independence and board oversight
- Strategy, planning, resources and quality
- Engagements, follow-up and the Cybersecurity Topical Requirement
Free download
Audit Modernization Checklist
For audit leaders who want faster cycles, cleaner workpapers and reporting leaders actually read.
What’s inside
- Risk assessment and audit planning
- Workpapers, testing and quality review
- Reporting and value
- Technology, analytics and AI
Free download
Fraud Risk Readiness Checklist
For CFOs, audit and compliance leaders who want to know how ready they are to prevent, detect and respond to fraud.
What’s inside
- Governance and ownership
- Fraud risk assessment
- Prevention and detection
- Response and escalation
Free download
Audit Leadership Checklist
For CFOs and audit committee chairs asking whether internal audit has the leadership and capacity it needs.
What’s inside
- Leadership and governance
- Plan and coverage
- Team and capacity
- Quality and value
Get your copy
Tell us where to send it.
Choose your checklist in the form. Your download link appears as soon as you submit.
Get your free copy
After you download
From scorecard to plan.
- Step 1
Work through it with your team
Mark each item honestly. Be strict: no evidence means not in place.
- Step 2
Score each section
The scorecard shows where your gaps cluster and what to fix first.
- Step 3
Bring it to a Readiness Call
Walk through your gaps with Dr. Charles and leave with a prioritized plan.
Next step
Found a gap? Talk it through in one call.
Bring your scorecard to a readiness call with Dr. Charles.