COSO Internal Control - Implementation Toolkit (Excel XLSX)

The COSO Internal Control Toolkit includes a set of best-practice templates, step-by-step workplans, and maturity diagnostics for any COSO related project. Please note the above partial preview is ONLY of the Self Assessment Excel Dashboard, referenced in steps 1 and 2 (see below for more details).

Through a 3-step process, this toolkit will guide you from idea to implementation. Please find a below a summary of the 3 steps.

STEP 1: Get your bearings

Start with the latest quick edition of the COSO Internal Control Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.
Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation.

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 990 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which COSO Internal Control improvements can be made.

The Self-Assessment Excel Dashboard; with the COSO Internal Control Self-Assessment and Scorecard you will develop a clear picture of which COSO Internal Control areas need attention, which requirements you should focus on and who will be responsible for them:

•  Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
•  Gives you a professional Dashboard to guide and perform a thorough COSO Internal Control Self-Assessment
•  Is secure: Ensures offline data protection of your Self-Assessment results
•  Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage COSO Internal Control projects with the 62 implementation resources. There are 62 step-by-step COSO Internal Control Project Management Form Templates covering over 1500 COSO Internal Control project requirements and success criteria.

This toolkit is designed for managers, advisors, and professionals who need to diagnose projects and implement evidence-based strategies. Use the Self-Assessment to identify maturity gaps and bridge them with targeted actions.