My Reading on ASQ CQA HB Part III

Part IIID
Presentation Techniques
Auditors must create a favorable impression for auditee management, in both appearance and ability. Auditors
should dress appropriately for the opening meeting. The credentials of the audit team members may be
presented at this time to instill confidence that the audit is being performed by competent, well- qualified
individuals.
The lead auditor conducts the opening and exit meetings, as well as separate daily meetings with the auditee
and the audit team members. By using appropriate aids and handouts, the lead auditor ensures that the auditee
is in agreement with the details outlined in the audit plan and understands the auditing methods to be used. In
addition, the auditor should ensure that the auditee is able to interpret data correctly, agrees with the audit
evidence presented in the audit report, and agrees to address the needed corrective action. The lead auditor is
responsible for ensuring that a location has been set aside for presentations. The location may be a training
room, a conference room, or even a break area. The lead auditor should ensure that there is adequate space
for expected meeting attendees. This may include determination of seating arrangements, such as classroom
style, at a conference table, or at a U-shaped table. The lead auditor must secure the equipment needed to
make the presentation, such as flip charts, data projectors, pointers, and associated support equipment and
supplies (electrical outlets, markers, extension cords). Finally, the lead auditor must ensure that visual- aid
materials will be prepared and will be available at the meeting. Such materials may include copies of printed
reports, copies of completed handwritten forms (for example, corrective action requests), slides, and prepared
harts.
The lead auditor should be certain to communicate the data analysis to the auditee both orally and visually.
Using simple statistical techniques to recognize patterns and trends and evaluate their significance enables an
auditor to prepare an audit report. These results must be communicated to the auditee in a timely and effective
manner, and the inclusion of simple charts, matrices, or graphs in the audit report, or their display on a data
projector, can assist the auditee in gaining the necessary understanding of a problem.
Charlie Chong/ Fion Zhang