Auditing

18-Oct-2018

Audits.

*Cue Beethoven’s 5th Symphony

The very word is enough to send shivers down the spine of even the most seasoned financial professional. No one likes the idea of a third party scrutinizing their work, just looking for errors and opportunities to say “Gotcha.”

But have you ever thought about audits from the side of the person or company doing the scrutinizing (anyone with “Auditor” anywhere in his or her title notwithstanding)? Certainly they most don’t get their kicks by pointing out minute flaws in others’ work…it’s just their job. They represent a company, department or government agency that is trying to make sure that the work that is done – be it internal or third-party – is up to the correct standard. Audits exist because we are human and because mistakes happen. If a company only accepted perfection, audits wouldn’t be necessary.

So that explanation begs the question: Do you audit your business?

That’s a tough question, especially if you are a small business or a one-wo/man show. Perhaps, if you work for a large corporation, you yourself may be audited regularly.

But what about those who support you? Do your assistants, admins and schedulers get audited? And if they do, are they audited on solely on the company’s criteria or is it done on your own unique methods as well?

Executive Scheduling Associates has an auditing program designed to give our team leaders an in-depth analysis of every single account, based on both ESA’s own standards and the wholesaler’s own personal requests.

While all accounts are reviewed monthly, audits take place once a year. When auditing an account, team leaders use a 38-point checklist to make sure that everything is being done to keep the client’s calendar full and pushed out. Observations like number of meetings booked per hour, having correct client contact information, standardized noting, and correct zoning format within a calendar are just some of the topics covered in an ESA audit.

Once an audit has been done, team leaders meet with the lead scheduler on that account to discuss highlights and deficiencies in the account and are given direction and a timeline for making any necessary changes.

Account audits are an extension of ESA’s service model that keeps team leaders and schedulers on the same page regarding ESA’s standards and helps to ensure that your calendar is always exactly how you want it: full.

What are your best auditing tips? Share them with us in the comments below.

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