At PAT we take the assurance and trust of our clients seriously.  We seek to assure, as far as is practical, that Project Managers are using the PM Scorecard™ tool as intended and are not abusing the integrity of the tool through various forms of misuse of the process. Therefore auditing the PM Scorecard results is an important part of our mission.  Our audits are not meant to ascertain the veracity of those being surveyed and will not necessarily call into question the scores of the respondents.  They are meant to validate that those participants entered into the PAT system and surveyed as part of creating a PM Scorecard, did indeed participate in the surveys and were in fact, in the role for which they were surveyed.  

Audits

PAT practices 3 levels of audit. 

Level 1 - an internal system of flagging certain potentially suspicious behavior.  In order to keep ideas for “gaming the system” contained, we choose not to share the criteria for flagged behavior.  However, once flagged by our system, a review of the project will be carried out, and a level 2 audit considered.

Level 2 – This audit is done on randomly selected projects, both within organizational subscriptions and among single user licenses and subscriptions.  A level 2 audit consists of an auditor from PAT contacting at least 5 people from those surveyed by the project and asking them several brief questions about their role and participation in the audit. We have designed our audit process to be quick and easy for those asked to participate.  Audit calls should take no more than 5 minutes. 

Level 3 – A level 3 audit will only be used in the event that the information in the level 2 audit cannot be verified.  A level 3 audit will consist of validating each person named in the PM Scorecard set up as well as requesting at written documentation from the project in question.   

What Prompts an audit?