DESCRIPTION
This module provides best practices and actionable techniques for leading meetings of all types, then focuses on additional requirements relevant to audit planning meetings. To prepare participants to move into a key leadership role in meetings, the activities in this course will build participant confidence through practice and repeatable strategies. Participants will reflect on techniques for use across meetings with a variety of audiences – audit engagement teams, internal colleagues, clients, prospects, and more.
LEARNING OBJECTIVES
- Explain the purpose and key outcomes of an effective meeting, with a focus on audit planning meetings
- Use best practices to prepare for and lead a planning meeting, including preparing an agenda, managing the timing, and covering topics required by professional standards
- Facilitate a discussion that elicits a variety of perspectives and encourages professional skepticism across the audit team
