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Template to use when writing an audit report
                  Title
                 Author
                  Date
Table of Contents
Page
1. Executive Summary.............................................................................................................................3

2. Background/Introduction....................................................................................................................3

3. Aims & Objectives...............................................................................................................................3

4. Method..................................................................................................................................................3

5. Results..................................................................................................................................................3
5.1 Displaying the results................................................................................................................3
5.2 Missing data..............................................................................................................................3

6. Conclusions.........................................................................................................................................4

7. Recommendations and Action plans................................................................................................4

8. Disseminating information and presenting results..........................................................................4

9. References............................................................................................................................................4

10. Acknowledgements.............................................................................................................................4

11. Appendix...............................................................................................................................................4
Executive Summary
    A short abstract or executive summary here will help draw the reader’s attention to
    important issues.
Background/Introduction
    Give the Background – Explain why you are doing an audit – was it a response to
    concern or complaint, personal interest, national guidance, repeat of previous audit
    etc. Give the criteria and standards that you are using – Explain if you are auditing to
    national standards, such as NICE, NSF etc or to established good practice or to a
    locally agreed standard. eg “100% of A&E patients must be assessed within 4 hours
    (national standard)”
Aims & Objectives
    This should state the aims and objectives of the audit and the question being asked
    of the audit. Objectives should be measurable, achievable, realistic and time limited.
Method
    Give the methodology of your audit –you will want to describe both the size of your
    audit and how you selected those who were involved. e.g. “the first 10 patients
                    th
    attending the 13 May 2007 afternoon dental clinic were selected” or “20 notes of
    patients admitted to the ward in August 2007 were selected at random”.
    Ideally, there should be sufficient information for a person reading your report to
    understand what you have done, and if need be, to repeat the audit themselves.
Results
    Displaying the results
    As a general rule the simplest ways of describing results are the best. Pie-charts to
    show the various proportions of responses or bar charts to compare one thing to
    another will work well. However, always give the raw numbers as well as the
    percentages otherwise it might be over-simplified to the point of being mis-leading.
    e.g. Remember the advertising slogan, “8 out of 10 cats prefer it”.
    This was a powerful statement indicating an 80% favourable rating,
    Missing data
    If you have missing data comment on why this happened. e.g. “questionnaires were
    given to 10 patients in the waiting room. However one patient said he had felt unwell
    and didn’t feel he could finish the questionnaire. Sections 9 and 10 are therefore
    blank for this patient”
Conclusions
Keep you conclusions short and to the point
      e.g. 95% of patients were assessed within 48 hours
      If you have had any problems with the audit, note them here.
      e.g. 6 of the 50 patients approached didn’t have English as a first language and
      found it difficult to complete the questionnaire, may need to have a translation in
      future audits.
Recommendations and Action plans
       Make your suggestions as to how the service could be improved – either by yourself
       or others
Disseminating information and presenting results
       Give feedback to all concerned stakeholders. Ensure that all those that need to
       know, know. Give positive feedback to all those involved. How are you going to
       communicate your findings to others i.e. Circulate the report, Newsletter, Intranet,
       Presentations, Open forums etc…
References
Acknowledgements
Give the name and profession of those involved in the Audit project
       Appendix
Always attach your audit tool or questionnaire to your report as an appendix – this will save a lot of
explanation.

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Test Template

  • 1. Template to use when writing an audit report Title Author Date
  • 2. Table of Contents Page 1. Executive Summary.............................................................................................................................3 2. Background/Introduction....................................................................................................................3 3. Aims & Objectives...............................................................................................................................3 4. Method..................................................................................................................................................3 5. Results..................................................................................................................................................3 5.1 Displaying the results................................................................................................................3 5.2 Missing data..............................................................................................................................3 6. Conclusions.........................................................................................................................................4 7. Recommendations and Action plans................................................................................................4 8. Disseminating information and presenting results..........................................................................4 9. References............................................................................................................................................4 10. Acknowledgements.............................................................................................................................4 11. Appendix...............................................................................................................................................4
  • 3. Executive Summary A short abstract or executive summary here will help draw the reader’s attention to important issues. Background/Introduction Give the Background – Explain why you are doing an audit – was it a response to concern or complaint, personal interest, national guidance, repeat of previous audit etc. Give the criteria and standards that you are using – Explain if you are auditing to national standards, such as NICE, NSF etc or to established good practice or to a locally agreed standard. eg “100% of A&E patients must be assessed within 4 hours (national standard)” Aims & Objectives This should state the aims and objectives of the audit and the question being asked of the audit. Objectives should be measurable, achievable, realistic and time limited. Method Give the methodology of your audit –you will want to describe both the size of your audit and how you selected those who were involved. e.g. “the first 10 patients th attending the 13 May 2007 afternoon dental clinic were selected” or “20 notes of patients admitted to the ward in August 2007 were selected at random”. Ideally, there should be sufficient information for a person reading your report to understand what you have done, and if need be, to repeat the audit themselves. Results Displaying the results As a general rule the simplest ways of describing results are the best. Pie-charts to show the various proportions of responses or bar charts to compare one thing to another will work well. However, always give the raw numbers as well as the percentages otherwise it might be over-simplified to the point of being mis-leading. e.g. Remember the advertising slogan, “8 out of 10 cats prefer it”. This was a powerful statement indicating an 80% favourable rating, Missing data If you have missing data comment on why this happened. e.g. “questionnaires were given to 10 patients in the waiting room. However one patient said he had felt unwell and didn’t feel he could finish the questionnaire. Sections 9 and 10 are therefore blank for this patient”
  • 4. Conclusions Keep you conclusions short and to the point e.g. 95% of patients were assessed within 48 hours If you have had any problems with the audit, note them here. e.g. 6 of the 50 patients approached didn’t have English as a first language and found it difficult to complete the questionnaire, may need to have a translation in future audits. Recommendations and Action plans Make your suggestions as to how the service could be improved – either by yourself or others Disseminating information and presenting results Give feedback to all concerned stakeholders. Ensure that all those that need to know, know. Give positive feedback to all those involved. How are you going to communicate your findings to others i.e. Circulate the report, Newsletter, Intranet, Presentations, Open forums etc… References Acknowledgements Give the name and profession of those involved in the Audit project Appendix Always attach your audit tool or questionnaire to your report as an appendix – this will save a lot of explanation.