Documentation drift is the single most common audit finding: a process is written down one way, but the team has quietly been doing it another way for months. This checklist gives you a lightweight internal audit to run quarterly, catching drift before an external auditor does.
Free Template
Free Process Audit Checklist Template
A checklist for reviewing whether a documented process still matches how the work actually gets done — the check most teams skip until an external audit forces it.
01
Process audit checklist
Run this against each critical process on a fixed quarterly cadence.
- Does the written procedure match what the team currently does, step by step?
- Has the underlying tool or system changed since the doc was last updated?
- Is the doc's last-reviewed date within your review cadence?
- Does the doc owner still work on this team?
- Are there exceptions the team routinely makes that aren't documented?
02
Closing the gap once you find it
When a process has drifted, re-record it rather than editing the old text — a fresh recording captures the current reality faster and more accurately than manually rewriting a stale document.
FAQ
Frequently asked questions
Is this template free?+
Yes.
How often should we run this audit?+
Quarterly for critical or regulated processes; annually is the minimum for everything else.
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