This sample checklist covers topics to be included for discussion in a quality assurance review (QAR) planning meeting, such as the internal audit team members’ names and details, scope of the meeting, review process, QAR conduct protocols, deliverables and QAR liaison.

The scope of the meeting includes discussing who will be interviewed and what documents will need to be reviewed (e.g., audit committee charter, internal audit department charter, internal audit workpapers and reports, customer surveys, etc.). The internal audit department is much more likely to benefit from the QAR and participate openly if they have a clear understanding of the QAR process.