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Effective Audit Practices in Educational Institutions

Join Amy Blassingame from Lewisville ISD for a comprehensive presentation on the auditing process within educational institutions. This session will cover the definition of audits, their purpose, and their importance for accountability and organizational stability. Learn about the criteria used to determine audits, how to prepare for audit day, and ensure effective communication with your Instructional Material Coordinators. We will discuss best practices, documentation procedures, and how to foster a collaborative environment for addressing district issues through shared solutions.

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Effective Audit Practices in Educational Institutions

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Presentation Transcript

  1. CAMPUS AUDITS Presented by Amy Blassingame Lewisville ISD

  2. Definition- Audit • Physical inspection of an asset with the intent to assess the current state of its value.

  3. Purpose of Our Organization • Network of Ideas/Brainstorming • Shared Solutions to District Issues • Ongoing Resource of IM Coordinators to Seek Out and Ask for Help

  4. Why Do We Audit? • Accountability

  5. Why Do We Audit? • Accountability • Organizational Stability

  6. Why Do We Audit? • Accountability • Organizational Stability • Morale

  7. WHO Do We Audit? • Criteria used to determine audits • EOY Paperwork from previous year

  8. WHO Do We Audit? • Criteria used to determine audits • EOY Paperwork from previous year • Instructional Material Coordinator • Are they new to the position • Do they attend meetings • Do they understand the process • Do they respond to requests for updates

  9. WHO Do We Audit? • Criteria used to determine audits • EOY Paperwork from previous year • Instructional Material Coordinator • Are they new to the position • Do they attend meetings • Do they understand the process • Do they respond to requests for updates • Requests for audits

  10. WHO Do We Audit? • Criteria used to determine audits • EOY Paperwork from previous year • Instructional Material Coordinator • Are they new to the position • Do they attend meetings • Do they understand the process • Do they respond to requests for updates • Requests for audits • Meet with our office staff to go over data and determine how many audits – and what campuses are priority

  11. Campus Notification Procedure

  12. Campus Notification Procedure • Call the IM Coordinator

  13. Campus Notification Procedure • Call the IM Coordinator • Follow up with an e-mail to IM Coordinator and Principal

  14. Be sure to… Copy Principal Send with High Importance Request a Return Receipt

  15. Confirm Audit Date • E-mail Confirming Date and Reviewing Procedures

  16. Audit Day Preperation • Textbooks – in one central location • Stacked 5 X 5 or 10 X 10

  17. Audit Day Preparation • Textbooks – in one central location • Stacked 5 X 5 or 10 X 10 • EOY Paperwork (counts) completed by IM Coordinator BEFORE we arrive

  18. Audit Day Preparation • Textbooks – in one central location • Stacked 5 X 5 or 10 X 10 • EOY Paperwork (counts) completed by IM Coordinator BEFORE we arrive • Air Conditioning – Fans

  19. Audit Day Procedures • Two auditors from our staff arrive at campus

  20. Audit Day Procedures • Two auditors from our staff arrive at campus • Meet with IM Coordinator before audit begins

  21. Audit Day Procedures • Two auditors from our staff arrive at campus • Meet with IM Coordinator before audit begins • 2 sets of Audit Paperwork (Counts) by our staff

  22. Audit Day Procedures • Two auditors from our staff arrive at campus • Meet with IM Coordinator before audit begins • 2 sets of Audit Paperwork (Counts) by our staff • Staff compares counts and tag discrepancies

  23. Audit Day Procedures • Two auditors from our staff arrive at campus • Meet with IM Coordinator before audit begins • 2 sets of Audit Paperwork (Counts) by our staff • Staff compares counts and tag discrepancies • Bring in IM Coordinator—compare countsand tag discrepancies

  24. INVOICE

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