Private audit planning tool

Audit planner

Choose what you need reviewed and find a suitable service before asking for a quote.

4 stepsWritten quote before bookingNo data sent
Service and pricing information reviewed · 3 September 2026
Start with the decision

Start with one clear question.

Some providers need one issue followed through the records. Others need a wider view of leadership, care records, medicines and staff checks. The right starting point depends on the question, areas involved, service size and timing.

The planner suggests a service and helps you prepare an enquiry. It does not calculate a price or create a quote.

Keep it anonymous. The planner asks only what you want reviewed. Do not enter names, care details, private letters from a regulator or confidential provider information. Your choices stay in this browser and are not submitted.

01Match the question
02Limit the evidence
03Confirm in writing
Build a starting review
Your starting point

Choose the smallest review that can answer the question.

Choose the closest answers. You can discuss a different or combined review later.

01What prompted the review?

Choose the main decision you need the work to support.

02Which areas should be checked?

Select every important area. Choose “Broad or unclear” if the concern affects several parts of the service.

03How much should be checked?

This helps us agree how much to check and prepare your quote.

04When and how should the review happen?

Availability, travel, timing and price are confirmed separately.

Private by design: this result is created in your browser. You do not need an account or email address, and your answers are not sent to GR Safi.

How the planner chooses a review

The suggestion is based on your four answers.

Its purpose is to suggest a sensible first review. It does not measure regulatory risk, decide whether you comply or predict what CQC may conclude.

01

Question

Inspection preparation, a whole-service view, one focused concern and follow-up each need a different review.

02

Evidence

One specialist area may suit a focused audit. Several connected areas usually need a wider sample.

03

Scale

Checking one issue differs from reviewing a whole service or several locations.

04

Delivery and timing

Remote work, on-site work, a mix of both and the time available affect the quote.

Find the right review

Compare the services.

Every paid review is quoted individually. We confirm the work and final price in writing before you book.

Care records

Care Records & Risk Audit

Price by quote

Plans, risks, daily records and reviews.

View service
Medicines

Medicines Safety Audit

Price by quote

Medicines records, responsibilities and agreed spot checks.

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Staff

Workforce Compliance Audit

Price by quote

Recruitment, training, supervision and competency checks.

View service
Reporting and response

Safeguarding, Incidents & Complaints Audit

Price by quote

How concerns are reported, investigated and followed up.

View service
Day-to-day delivery

Rota, Calls & Service Delivery Audit

Price by quote

Visit planning, call records, missed calls and follow-up.

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Money records

Service User Money & Financial Transactions Audit

Price by quote

Spending records, receipts, authorisation and checks.

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Experience and feedback

Quality & Service User Experience Audit

Price by quote

Feedback, concerns and evidence of improvement.

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Leadership and oversight

Governance, GDPR & Regulatory Compliance Audit

Price by quote

The records, responsibilities and depth of review are agreed first.

View service
Wider review

Full CQC Readiness & Improvement Review

Price by quote

Readiness, key gaps and an agreed improvement plan.

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Regular support

Monthly Compliance Monitoring

Price by quote

An agreed monthly review of records, actions and progress.

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Scoped whole-service audit

CQC Compliance Audit

Price by quote

A connected sample across the agreed parts of the service.

View service
Correction and re-checking

Action plan and follow-up support

Price by quote

Agree the support needed to correct gaps or check completed actions.

View service

Tell us about the size of your service, the locations and records involved, and any correction work needed. Your quote will set out exactly what is included.

What the result cannot decide

What the planner cannot tell you.

The suggestion is based only on your answers here. It cannot assess the real risk, quality of records, immediate safety, safeguarding, legal or contract duties, letters about regulatory action or whether qualified clinical advice is available.

If there may be an immediate safety, safeguarding, data-security or medicines concern, follow the correct urgent safety and reporting procedures first. Do not wait for a consultancy enquiry.

01

No CQC rating or inspection outcome is predicted.

02

No identifying information about a person receiving care or confidential provider information is needed.

03

No price becomes binding until the work and quote are agreed in writing.

04

A narrower, broader or different service may be recommended after discussion.

Ready to turn the suggestion into a written plan?

Build a private starting plan, or compare the services first.