Sound client and engagement management can influence both the effectiveness and efficiency of an audit engagement. This module will provide guidance on how to maximize return on time spent with critical areas, such as budgeting, scheduling, client assistance, and delegation.
Learning Objectives
Upon completion of this course, participants will be able to:
Recall critical responsibilities for client and engagement management
Explain guidelines for better engagement budgeting and scheduling
Identify supervision and delegation techniques
Describe best practices for wrapping up engagements on time and within budget
Major Topics
Importance of quality control on audits
Why engagement budgets are not used, and how to overcome the barriers to success
Determining useful budget amounts to use as a tool
Better engagement scheduling tips for improved efficiency
Making sure the client is ready on the first day of the audit
Delegating for professional development and leveraging audit hours
Handling difficult delegation scenarios
Better engagement wrap-up tips and techniques
