Audit Plan

You must have complete preparation

Effective audit planning demands careful scheduling, efficient allocation of resources, and strategic alignment with the inherent risks to the institution.

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Poor audit planning increases complexity, leading to unnecessary costs and expensive mistakes.

The WolfPAC® Audit Plan allows you to capture a multi-year view of the enterprise-wide audit planning process. The module guides the creation of risk-based audit plans for use during important strategic and operational planning activities.

With the WolfPAC® Audit Plan you can:

  • Create a multi-year audit and monitoring schedule for technology, operations and compliance requirements, including those related to privacy and financial reporting
  • Track audit data, including audit date, auditor, estimated costs, expected duration, and previous audit results
  • Determine availability of resources to aid in the development of future audit schedules
  • Allocate resources and audit assignments to areas of higher risk
  • Generate reports for management and the Board to provision resources and assess audit effectiveness

Don’t let your hard work go to waste

WolfPAC® modules work together. Overall risk ratings from WolfPAC® Information Technology, Customer Information, Regulatory Compliance and Operational risk assessments are pre-populated into the Audit plan, allowing management to quickly identify high risk areas that require more frequent reviews than those with lower risk. The result is efficiency, cost savings and consistency across the entire risk management process.

Smart. Simple. Systematic.

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After all of the products we looked at, WolfPAC® was the only solution that seemed intuitive. The cause and effect logic in the questionnaires made it easy for me to explain how it worked to my Board and show that this was the right solution for us.

Dennis Leahy
Bristol County Savings Bank
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