The Breakdown on Agile Auditing & Scrum

Sep 2024 | Agile, Quality

Agile Auditing blends speed and flexibility into traditional auditing, making the process more efficient and responsive. By breaking projects into small, manageable tasks, using roles like Scrum Master and Product Owner, and focusing on constant feedback, Agile ensures better communication, faster results, and continuous improvement in auditing practices.

#agile #audit #scrum

WHAT is Agile?

Okay, so if you’ve been alive and connected to the internet in the last few years, you’ve probably heard the word Agile thrown around like confetti at a party. It’s basically everywhere—tech, marketing, even auditing. But what even is Agile?

Let’s break it down. Agile is not just a cool buzzword; it’s a philosophy (yeah, deep stuff) and a mindset. Think of Agile like this: it’s all about doing stuff faster while making sure you’re staying on track with what your customers (or bosses) actually want. Instead of waiting months or years to finish a project and then finding out it’s not what people wanted, Agile gets you working in small bursts, fixing things as you go along. That’s it. Not so scary, right?

The official origin of Agile comes from the software development world. Some brainy software developers got together back in 2001 and decided to drop the typical “boring” methods. They put together what’s called the Agile Manifesto—basically, the Ten Commandments of getting things done fast and flexibly. Their philosophy was focused on people over processes, and that energy stuck.

Why Agile?

Let’s get one thing straight – why is everyone so obsessed with Agile? Well, in the world we live in, everything’s moving fast. Trends are here today, gone tomorrow. Businesses are no different. If you’re not adapting quickly, you’ll fall behind. Like, way behind.

Agile is literally designed for this world. It’s about breaking big, overwhelming projects into smaller, digestible pieces (kinda like making small to-do lists instead of staring at a giant one and crying). Plus, with Agile, you don’t need to have a crystal ball to predict what’s going to happen next. Instead of locking yourself into one path, you can pivot when needed. And let’s be real – flexibility is key, especially in today’s world.

Scrum: Sounds Yummy, But It’s Not Cake

Now, one of the most popular ways to do Agile is this thing called Scrum. It sounds like something delicious, but it’s not. Scrum is a framework that organizes work into short, intense periods of productivity called Sprints.

Imagine you and your friends are in a group chat planning a surprise birthday party. You don’t wait until the night of the party to realize someone forgot to buy the cake (rookie mistake). Instead, you plan small tasks along the way. Every day, you check in with each other to see how things are going—maybe someone confirms the guest list, someone else gets the decorations. This is basically Scrum. It’s a way of organizing work in small chunks and making sure everyone’s on the same page.

And, like any good group project, Scrum has roles:

Product Owner

Think of this person as the one who knows what the birthday person actually likes. They decide what’s important and in what order. In real-life Scrum, this is the person who prioritizes the tasks.

Scrum Master

Not a wizard, though that’d be cool. This is the person who keeps the group focused and stops distractions. They facilitate the work but don’t micromanage.

Team Members

These are the doers. They’re the ones buying the cake, setting up the playlist, and making sure everything’s good to go for the party. In Scrum, these folks are the ones doing the actual work—whether it’s coding, auditing, or whatever the project demands.

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job satisfaction

A survey conducted by the American Psychological Association found that nearly 70% of employees believe that work-life balance is a critical factor in their job satisfaction, and employees with a good work-life balance are 21% more productive than those without.

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reduction in absenteeism

According to the 2023 Global Employee Well-Being Index, companies with comprehensive well-being programs see a 56% reduction in absenteeism and a 27% increase in employee retention, highlighting the significant impact of well-being initiatives on overall employee performance and loyalty.

Who’s Who in Agile Auditing

When you take Agile and mix it with auditing, you get Agile Auditing. Shocker, I know. But it’s not just a mashup of two words—it’s a whole vibe. In traditional auditing, you spend forever gathering evidence, testing controls, and by the time you’re done, the info is low-key outdated.

Agile Auditing flips that by using Scrum principles. So instead of waiting months to find out if your audit went well, you work in Sprints (just like in Scrum) and provide feedback quicker. This means you find problems early and can fix them before they spiral into full-blown crises.

Agile Auditing uses the same roles as regular Scrum:

  • Product Owner: Could be a manager or lead auditor. They set priorities for the audit, ensuring the most important stuff gets done first.
  • Scrum Master: The coach or facilitator who helps keep the audit moving smoothly without unnecessary detours.
  • Audit Team: These are your squad, the people doing the audits, running tests, and pulling reports.

The Core Scrum Meetings (Meetings You’ll Actually Enjoy)

Meetings—ugh, right? But with Scrum, meetings don’t have to suck. They’re quick, to the point, and meant to get you back on track fast. There are four types of meetings in Scrum, and if you’re using Agile Auditing, they’re going to save your life (or at least your sanity):

1. Sprint Planning

At the start of every Sprint, the team comes together to figure out what they’ll accomplish during the Sprint. This is where the big-picture stuff happens.

2. Daily Stand-ups

Every day, you have a short check-in. You stand, talk for 15 minutes, say what you did yesterday, what you’re doing today, and any problems you’re facing. Simple, right?

3. Sprint Review

At the end of the Sprint, you show off what you’ve accomplished. This is your time to shine.

4. Sprint Retrospective

After every Sprint, the team reflects on what went well and what needs improvement. It’s not a blame game, just a way to keep getting better.

Why Should You Care About Agile Auditing?

Why should you care about this whole Agile Auditing thing? Well, first off, it makes life easier. Agile Auditing cuts out a lot of the repetitive, unnecessary stuff that slows traditional auditing down. Instead of spending weeks on one part of the audit, you break it up into manageable chunks, tackle them in Sprints, and adjust as you go.

This means:

  • Fewer surprises: You don’t get to the end of the audit only to realize everything’s gone wrong.
  • Faster results: No more waiting forever for feedback.
  • Better communication: You’re constantly talking to your team, so issues get solved faster.

How to Get Started

So, you’re sold on Agile Auditing. Now what?

  • Step 1: Learn the principles of Agile (trust me, there are only 12 and they’re not hard).
  • Step 2: Pick a Scrum Master and Product Owner for your team.
  • Step 3: Start breaking your audits into Sprints. You can start with a two-week cycle.
  • Step 4: Have your daily stand-ups and don’t skip them! This is where you’ll find out if anything’s going wrong early on.
  • Step 5: Review and adjust after each Sprint. Keep improving.

Common Struggles

Let’s be real, no system is perfect. Agile Auditing isn’t always easy, especially at first. Here are some common struggles and how to avoid them:

  • Old Habits Die Hard: If you’re used to traditional auditing, changing to Agile might feel weird. But stick with it, and you’ll get the hang of it.
  • Too Much Flexibility: Agile is about being flexible, but don’t get too relaxed. You still need to stick to deadlines and get things done.
  • Bad Communication: The whole system falls apart if people aren’t talking to each other. Make sure you keep those daily stand-ups.

Conclusion

Agile Auditing is like the upgrade you didn’t know you needed. It’s faster, more efficient, and way more in tune with today’s fast-paced world. Whether you’re auditing financials or checking up on internal processes, this method keeps you on track and flexible, making sure you’re delivering value, not just paperwork.

References

  • Catlin, Raven, and Watkins, Ceciliana. Agile Auditing: Fundamentals and Applications. Wiley
  • Agile Alliance. “Manifesto for Agile Software Development.” agilemanifesto.org
  • Project Management Institute. A Guide to the Project Management Body of Knowledge (PMBOK Guide), 6th Edition. PMI
  • Schwaber, Ken, and Jeff Sutherland. The Scrum Guide. Scrum Inc.

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