An Institutional Intelligence Audit is a structured assessment of your organization's systems, processes, and knowledge flows. Here's how to prepare for maximum value.
Before the Audit
1. Identify Key Stakeholders
The audit will need input from people across the organization—not just IT. Identify leaders and key operators from each major function who can speak to how work actually gets done.
2. Gather Existing Documentation
Collect any existing process documentation, system diagrams, or organizational charts. Even if outdated, they provide useful starting points for discussion.
3. List Your Systems
Create a preliminary inventory of software, databases, and digital tools in use. Include both official systems and informal tools like spreadsheets that teams rely on.
4. Note Known Pain Points
What frustrates people? Where do things break down? These observations help focus the audit on areas of greatest impact.
During the Audit
Be Honest
The audit's value depends on understanding reality, not the ideal state. Encourage candid participation—there's no judgment, only discovery.
Follow the Work
Auditors will want to see how work actually flows. Be prepared to demonstrate real processes, not just describe them.
Ask Questions
The audit is also an opportunity to learn. If auditors identify patterns or opportunities, ask questions to understand their thinking.
After the Audit
You'll receive a comprehensive report with findings and recommendations. The real work begins here—using those insights to drive meaningful improvement.
Ready to begin? Schedule a consultation to discuss how an Institutional Intelligence Audit can benefit your organization.
