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Internal audit schedule template
An internal audit schedule, or audit programme, plans which processes are audited, how often, by whom and when, across a year. A quality management system such as ISO 9001 expects an organisation to audit itself at planned intervals, to take account of the importance of the processes and the results of earlier audits, and to use auditors who are objective and impartial. This template turns that into four working pieces: an annual programme with a risk rating and the last audit result for each process, a rule for how many audits each one needs, an audit register with dates, findings and actions, and an auditor pool that keeps people off their own area. The Excel version works out the audits needed, checks the plan against it, flags overdue audits and conflicts of independence, and summarises findings and actions. The PDF has the same pages to print and a worked example. It names ISO 9001 only as the public standard; it does not reproduce its text.
Free to use: print it, copy it and edit it for your team. Enter your name and work email once to download.
Header fields above a table of processes with columns for requirement areas, risk, last audit result, audits needed, twelve month columns from January to December and an auditor.Annual audit programmeRisk-based audits neededMonth gridAudit registerIndependence checkAuditor poolFindings and actions summaryWorked example
When to use it
When to use an internal audit schedule
- When you plan the year's internal audits for a quality management system and need to show that the frequency follows risk and past results.
- When audits are planned ad hoc and some processes have not been audited for years.
- When you have to show an auditor or a customer which audits were done, what they found and whether the actions were closed.
- When you need to spread audits across a small pool of auditors without anyone auditing their own work.
- Not for the audit questions themselves; use an audit checklist for the process being audited.
How to fill it in
- 1
List every process or area
Put each process of the management system on the programme, from planning to shipping and support. One line for each, with the requirement areas it covers.
- 2
Rate the risk and note the last result
Rate each process high, medium or low by what a failure would do to the customer or to a requirement. Record the worst grade at its last audit: none, clean, observation, minor or major.
- 3
Work out how many audits each needs
The rule here is 2 audits a year for high risk and 1 for medium and low, plus 1 if the last audit found a major, never more than 4. Change the rule if your own is different, and write it down.
- 4
Plan the months and the auditors
Mark each audit's month and spread them so no month is overloaded. Choose an auditor for each who is trained and who does not work in that area.
- 5
Record each audit and its findings
In the register, write the planned and actual dates, the findings by grade, the report date and the actions raised and closed. Close an audit's actions before it is forgotten.
- 6
Review the programme
Check the summary for overdue audits, processes with too few audits planned and open actions. Review the programme at least once a year and after any major finding, and take the results to management review.
A filled-in example
Illustrative, not a benchmarkAn example (illustrative): a made-up plant with 14 processes, looked at on 15 August.
- Purchasing is medium risk, but its last audit found a major nonconformity, so the rule asks for 2 audits a year. Calibration is low risk and clean, so it needs 1.
- Across the 14 processes the rule asks for 19 audits. Eighteen are planned, because customer complaints has none: the plan check shows Add 1.
- By 15 August 11 audits are completed, 2 are overdue and 5 are still to come.
- The completed audits found 1 major, 9 minor and 8 observations. Ten actions were raised and 7 are closed, so 3 are still open.
The summary points to the two overdue audits, the one process short of an audit and the three open actions, which is the agenda for the next programme review.
Common mistakes
Auditing the same easy processes every year
A programme that skips awkward processes is not a programme. Every process is on the list and its frequency follows risk and results.
Letting people audit their own area
An auditor who audits their own work is not impartial. Record each auditor's own area and keep them off it.
Planning audits and not tracking them
A schedule that nobody updates hides overdue audits. Use the register and the status date so late ones show up.
Findings with no owner or date
A finding is only useful if someone fixes it. Raise an action with an owner and a date, and watch the open count in the summary.
Never changing the frequency
A process with a major finding needs more attention, and a long clean record may need less. Review the programme at least once a year.
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FAQ
Internal audit schedule template: common questions
An internal audit schedule, or audit programme, is the plan for which processes are audited, how often, by whom and when over a year. It shows that internal audits are planned at intervals and cover the whole management system.
There is no fixed number. ISO 9001 expects the frequency to take account of the importance of the processes and the results of earlier audits. This template uses a simple rule you can change: 2 a year for high risk, 1 for medium and low, plus 1 after a major finding.
No. Internal auditors should be objective and impartial, so they should not audit their own work. The auditor pool in this template records each auditor's own area and the register flags a conflict.
The audit number, the process audited, the planned and actual dates, the auditor, the scope, the findings by grade, the report date and the actions raised and closed. This template has a column for each.
No. It names ISO 9001 only as the public standard that internal audits usually serve. You can type the clause numbers your auditors use in the requirement areas column; no clause text is included.
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- EPEI and batch size calculatorHow often each part can come round on a shared machine (EPEI) and how big each batch must be, from demand, cycle times and changeovers, now and after SMED.
- People, process, technology (PPT) assessmentCheck one change before go-live: 18 people, process and technology statements scored 1 to 4 by the people who will use it, the lowest element and the actions.
- Process capacity sheet templateEach machine in a part's routing with manual, auto and tool change time, its capacity per shift, and the step that limits the cell against demand.
- Team charter templateA one-page charter for a standing team: purpose, scope, roles, the KPIs it owns, which decisions it makes itself, norms and cadence.
- Chaku-chaku line plannerPlan a load-load cell: time each machine, load and walk, check that every machine is ready when the operator comes back, compare the cell cycle with takt and size the crew.
- Standard operating procedure (SOP) templateA full SOP in the hierarchical step format, from purpose and scope to the steps, records, revision history and approvals, with review checks and an SOP register.
- Process improvement method selectorEight questions about one problem, an example rule that suggests a method and a matrix of nine methods: when each fits, the usual team and time, and the template to start with.
- Safety pillar 90-day model area planThirteen weeks from the incident pyramid to safety standards on one model area, a KPI board, the day-90 gate and expansion waves.
- Autonomous maintenance 90-day model area planAM steps 0 to 3 on one model machine in 13 weeks, a KPI board, the day-90 gate and expansion waves for months 4 to 12.
- Professional maintenance (PM) 90-day model area planThirteen weeks from breakdown analysis to a running PM calendar on one model machine, a KPI board, the day-90 gate and expansion waves.
- Environment and energy pillar 90-day model area planThirteen weeks from waste and energy maps to area standards on one model area, a KPI board, the day-90 gate and expansion waves.
- Focused improvement 90-day model area planThirteen weeks from the loss Pareto to standardized fixes on one model line, a KPI board, the day-90 gate and expansion waves.
- Logistics and customer service pillar 90-day model area planThirteen weeks from the current-state map to pull on one model value stream, a KPI board, the day-90 gate and expansion waves.
- People development pillar 90-day model area planThirteen weeks from the skills matrix to trained cover on critical tasks in one model area, a KPI board, the day-90 gate and expansion waves.
- Early equipment management 90-day model area planThirteen weeks from lessons on current machines to a tracked start-up on one model equipment project, a KPI board, the day-90 gate and expansion waves.
- Cost deployment pillar 90-day model area planThirteen weeks from the loss map to costed, ranked projects in one model area, a KPI board, the day-90 gate and expansion waves.
- Moving from Excel to one system checklistA 34-point checklist and a file inventory for moving trackers from spreadsheets to one system: keep, move, connect or retire, clean, pilot, run both, retire.
- Prioritization matrix templateScore up to 20 improvement ideas on weighted criteria, rank them, test the ranking with equal weights and place each one on an effort and benefit grid.
- Cost per unit worksheet (manufacturing cost per good unit)One product's cost per good unit by materials, labor, machine and overhead, the gap to target, and which cost lever is worth most a year.
- Digital manufacturing readiness assessmentScore 24 statements on process, technology and people from 0 to 4, check the balance between them and rank the gaps by what matters in your plant.
- Manufacturing KPI dashboard templateWeekly plant numbers in, 14 KPIs out: OEE and its parts, first pass yield, scrap, on-time delivery, recordable rate, cost and absence, each against a target.
- RCM worksheet (failure mode and task selection)Failure modes classed as hidden, safety, operational or non-operational, then a task chosen for each: condition-based, discard, failure-finding, redesign or run to failure.
- Training matrix template with expiry datesPeople by required trainings with expiry dates, OK, due, expired and missing flags, compliance by person and area, cover per training and a renewal list.
- Downtime reason codes template26 starter codes mapped to the six big losses, a log with drop-downs, a Pareto by code and by loss, and a code card for the line.
- Kaizen event preparation checklistEverything that has to be ready before a kaizen event and done after it: 44 items with owners and due dates from 6 weeks before day 1 to 30 days after, five go or no-go gates and a day-by-day agenda.
- Critical spare parts list and stocking levelsAssets ranked by consequence, each part classed and given a stocking policy, and min and max worked out from usage and lead time, with the downtime each stock-out would cost.
- Tier 2 meeting agenda and escalation sheetA 15-minute tier 2 agenda in ten timed blocks, fixed roles and rules, escalation triggers with time limits, and a log that ages every escalation and sends the answer back down.
- Forklift operator training and evaluation recordPer-operator training and evaluation record, a register with three-year due dates and refresher triggers, and a weighted practical evaluation scoresheet.
- REBA worksheet (Rapid Entire Body Assessment)Score up to six postures with REBA: body-part drop-downs, Tables A, B and C as lookups, final score and action level, and a before and after comparison.
- Plan for every part (PFEP) templateOne row per part: supplier, pack, container, usage, lead time and locations, with ABC classes, market and line kanban counts and a lineside space check.
- Changeover matrix templateA from-to matrix of changeover minutes with the clean each transition needs (allergen, colour, format), and a weekly planner that totals the order and suggests a shorter one.
- Overhead crane inspection checklist: frequent and periodic34 crane checks tied to OSHA 1910.179: an operator's pre-shift card, frequent and periodic inspections with signed records, a deficiency and tag-out log, and a register of next due dates.
- Maintenance job plan templateOne job planned on one sheet: steps and craft hours, parts checked against stock, tools, lockout and permits, documents, a ready check for the schedule, and technician feedback.
- Video time study filming checklistA pre-shoot checklist and shot log for filming a time study on video: camera, light, people, settings, power and review.
- Reorder point and safety stock sheet (many parts)Safety stock, reorder point, order quantity and an order list for up to 500 parts, worked out from each part's own demand and lead time history.
- TRIR and DART rate trackerMonthly hours, OSHA 300 case counts and near misses in; rolling 12-month TRIR and DART rate, a case budget against your target and a trend chart out.
- Energy use and EnPI trackerMonthly electricity, gas and fuel in one unit, a 12-month regression baseline, expected against actual energy for each month, an EnPI ratio, the running saving and the tests that say whether the model can be trusted.
- FIFO lane sizing sheetThe maximum for a FIFO lane from the stop it must cover, in whole containers, with length, refill and wait checks for up to eight lanes.
- Pugh matrix templateCompare up to 8 concepts with a datum as better, same or worse on up to 12 criteria, flag must-haves, and carry the strongest into a second round.
- Machine guarding inspection sheetA machine register with due dates and a status per machine, 21 checks tied to OSHA 1910.212, .219 and .147, a guard opening check against Table O-10, and an action log.
- Condition monitoring route sheetA route of measuring points with baselines, alert and alarm limits, a check interval from the P-F interval, readings with rising and overdue flags, and an exceptions list worst first.
- Fire extinguisher inspection logOne row for every portable extinguisher: hydro test interval from OSHA Table L-1, annual and 6-year due dates, a 12-month check grid and open issues.
- Quad chart templateA project on one page in four boxes: idea and owner, problem, approach, and cost, schedule and result.
- Toolbox talk topics (52 weekly topics)52 weekly toolbox talk topics, each with a one-line key message and a discussion question, and a tracker for the year.
- Loss tree worksheetBreak one big loss number into area, line, machine, loss type and cause, and stop at the cause a team can fix.
- Equipment register templateOne row per asset, with hierarchy, criticality, PM strategy and owner, and a check that flags what is missing.
- Machine history record templateOne record per machine: components and their life, every breakdown and repair with cost, MTBF and MTTR, and a repair-or-extend check.
- Compressed air leak survey logWalk sheet, printable leak tags and a tracker that puts an annual cost on every leak and follows it to a verified fix.
- Project savings validation checklistThe gate between a project's claim and a reported saving: 20 checks, a claims register and a six-month sustainment check.
- Life cycle cost analysis templateCompare up to three machines over ten years: price, energy, upkeep, failures and down time, discounted to present value.
- Equipment design review checklistGate reviews for a new machine before order, before build and before start-up, with a safety buy-off and a problems journal.
- Emergency action plan templateA written emergency plan for a plant: site facts, roles and backups, warden coverage, scenario steps and a drill record.
- Preliminary hazard analysis (PHA) worksheetFind and score the hazards of a new line, machine or process before design is fixed, then choose controls and re-score.
- Risk register templateOne scored list of operational risks with owners, actions and dates, a heat map and a review log.
- Hot work permit templateA hot work permit with a precautions checklist, fire watch record and close-out, plus an Excel permit log.
- Confined space entry permit templateA confined space entry permit with checks, an air test log, an entry log and cancellation, plus an Excel register.
- Energy loss matrix templateSeven types of energy loss by six energy sources with a cost in each cell, an action plan and an idle-period shutdown checklist.
- Management safety tour formA leader's scheduled safety walk: observation form, operator interview, tally, actions, rota and a tour log with a dashboard.
- Hazard prediction worksheetA pre-task worksheet: score what could go wrong at each step of a job, add a countermeasure and score again.
- Chemical inventory and SDS register templateA register of every chemical on site with its hazard class, safety data sheet and label, and a check that incompatible products are kept apart.
- Safety committee meeting minutes templateMinutes for a safety committee: attendance, nine agenda items, an action log that carries open actions forward, and monthly numbers.
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A shift handover sheet, a red tag log, a changeover checklist for one machine: if your team uses it on the floor, ask.