Outcomes
By the end of the Design and Implementation course, you will have a fully designed system of quality management that meets the requirements. You will tailor SQMT to provide you peace of mind and save you precious time. In addition, you will:
- Appreciate the requirements of the new standard and the impact on your Firm
- Understand the components of a system of quality management
- Identify and assess quality risks specific to your Firm and the engagement it performs
- Design risk responses including specified responses
- Know your clear next steps for implementation
- Understand monitoring activities and establish your process for addressing deficiencies
- Develop an approach to evaluating your system of quality management
What Makes this Workshop Different:
- One-time fee. No ongoing subscription costs.
- Step-by-step guidance.
- Fully populated database. Everything is there for you for you, no need to figure it out on your own.
- Tailorable database that resides on your system.
- Simple and easy to use.
- Practical and intuitive approach.
- Guidance on next steps of the standard. No floundering with monitoring requirements.
- A proven methodology to save you 100’s of hours. For practitioners, by practitioners.
If you have questions or encounter difficulties, please contact us by email.
Course Content
Module 1: SQMT Overview
1.1 CSQM 1 and SQMT Overview
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1.2 SQMT Installation Files and User Guide
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MODULE 2: SQMT Set Up
2.1 SQMT Setup – Entering Firm Details
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2.2 SQMT Setup – Inputting System Roles
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2.3 SQMT Setup – Understanding External Linked Files Register
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2.4 SQMT Setup – Understanding Category and Drop-down Options
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2.5 SQMT Setup – Using the Glossary
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MODULE 3: Quality Objectives
3.1 Quality Objectives Overview
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MODULE 4: Identifying and Assessing Quality Risks
4.1 Risk Identification Preparation and tailoring Risk Register in SQMT
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MODULE 5: Tailoring Policies and Procedures
5.1 Tailoring Policies and Procedures in SQMT
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MODULE 6: Next Steps: Monitoring, Remediating and Evaluating
6.1 Adding Monitoring Policies and Procedures and Populating the To Do List
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6.2 Next Steps Video
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6.3 Completed Monitoring Plan Example
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6.4 Evaluation Wording for SQMT
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MODULE 7: Reports
7.1 Reports in SQMT
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7.2 What to send in for Practice Inspection
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Outcomes
By the end of the Design and Implementation course, you will have a fully designed system of quality management that meets the requirements. You will tailor SQMT to provide you peace of mind and save you precious time. In addition, you will:
- Appreciate the requirements of the new standard and the impact on your Firm
- Understand the components of a system of quality management
- Identify and assess quality risks specific to your Firm and the engagement it performs
- Design risk responses including specified responses
- Know your clear next steps for implementation
- Understand monitoring activities and establish your process for addressing deficiencies
- Develop an approach to evaluating your system of quality management
What Makes this Workshop Different:
- One-time fee. No ongoing subscription costs.
- Step-by-step guidance.
- Fully populated database. Everything is there for you for you, no need to figure it out on your own.
- Tailorable database that resides on your system.
- Simple and easy to use.
- Practical and intuitive approach.
- Guidance on next steps of the standard. No floundering with monitoring requirements.
- A proven methodology to save you 100’s of hours. For practitioners, by practitioners.
If you have questions or encounter difficulties, please contact us by email.
Course Content
Module 1: SQMT Overview
1.1 CSQM 1 and SQMT Overview
You don't currently have access to this content
1.2 SQMT Installation Files and User Guide
You don't currently have access to this content
MODULE 2: SQMT Set Up
2.1 SQMT Setup – Entering Firm Details
You don't currently have access to this content
2.2 SQMT Setup – Inputting System Roles
You don't currently have access to this content
2.3 SQMT Setup – Understanding External Linked Files Register
You don't currently have access to this content
2.4 SQMT Setup – Understanding Category and Drop-down Options
You don't currently have access to this content
2.5 SQMT Setup – Using the Glossary
You don't currently have access to this content
MODULE 3: Quality Objectives
3.1 Quality Objectives Overview
You don't currently have access to this content
MODULE 4: Identifying and Assessing Quality Risks
4.1 Risk Identification Preparation and tailoring Risk Register in SQMT
You don't currently have access to this content
MODULE 5: Tailoring Policies and Procedures
5.1 Tailoring Policies and Procedures in SQMT
You don't currently have access to this content
MODULE 6: Next Steps: Monitoring, Remediating and Evaluating
6.1 Adding Monitoring Policies and Procedures and Populating the To Do List
You don't currently have access to this content
6.2 Next Steps Video
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6.3 Completed Monitoring Plan Example
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6.4 Evaluation Wording for SQMT
You don't currently have access to this content
MODULE 7: Reports
7.1 Reports in SQMT
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7.2 What to send in for Practice Inspection
You don't currently have access to this content