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The first pages of the Clinical Audit Plan template

Clinical Audit Plan

Document template for Google Docs and Word

Make a copy in Google Docs
Price
Free
Difficulty
Beginner
Updated
November 6, 2026

Every page (7)

Overview

This clinical quality audit template is a ready-made Google Docs plan for clinics that want to check practice against a published standard. It sets out the standard, the sample, the method, data collection and the re-audit across seven designed pages, so each check is stated as who, what, against which standard and where it is recorded.

Each page carries sample results for Lindenhurst Works, a fictional outpatient clinic, from 40 observed rooms over one quarter. Replace the standards, rooms and dates with your own, and have your clinical governance lead approve the form before use. The re-audit page shows whether the changes held, so keep it in the plan.

Useful for

  • Checking hand hygiene and ID checks across outpatient rooms
  • A quarterly review of medicines storage on the wards
  • Repeating an audit after a rise in incidents on one ward

What's included

  • Standard page with purpose, definitions and scoring rules
  • Sample page with a weekly chart and an outcomes donut
  • Method page with four steps and the hold points
  • Data collection page with a results table and recording
  • Re-audit page with a survey and a trend chart
  • Guide page with steps to set standards and train auditors

How to use it

  1. 1

    Click Make a copy in Google Docs, then confirm on the Google page. The copy is saved to your own Google Drive.

  2. 2

    Replace the standard, rooms and dates with your own.

  3. 3

    Have the clinical governance lead approve the form before the audit starts.

  4. 4

    Schedule the re-audit now, and name the lead who will report back.

  5. 5

    Delete the guide page, then share the plan or present it from Google Docs.

What you need

Requirements

  • A Google account with access to Google Drive

Works with

  • Google Docs
  • Microsoft Word (download the .docx)

Questions

Are the clinic and results real?

No. Lindenhurst Works, its rooms, staff and audit results are fictional sample material, written to show a finished audit plan.

Does an audit replace clinical governance?

No. An audit checks practice against a standard. Incidents, complaints and clinical reviews still need their own processes, which this plan does not replace.

How many rooms should we sample?

Sample enough rooms and times to see routine care, usually at least 30 observations across several shifts, chosen at random, and say how they were chosen.

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  • #clinical-governance
  • #google-docs-template

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