Method and management system

What is the difference between an internal audit and a self-assessment?

An internal audit is an independent auditor testing conformity to defined requirements against evidence; its output is conformity or nonconformity. A self-assessment is the organisation placing itself on a maturity scale; its output is a level, used to track a trend. A self-assessment does not replace an audit — it has neither the independence nor the evidence requirement.

Two different questions

Internal auditSelf-assessment
Its questionIs the requirement met?How mature are we in this area?
Its outputConformity / nonconformity plus findingsA maturity level
IndependenceRequiredDone by the organisation itself
EvidenceRequiredMay rest on assertion
Used forConformity and corrective actionTrend, prioritisation, roadmap

The weak point of self-assessment

An organisation assessing itself sees itself, even in good faith, as better than it is. A serious self-assessment therefore caps the claim with evidence: a score given without asking “do you have the record that carries this level?” is an opinion, not a measurement.

How they work together

  1. The self-assessment surfaces weak areas and sets the priority of the audit programme.
  2. The audit produces evidence-based findings in those areas.
  3. Closing those findings shows, at the next self-assessment, whether the level has genuinely risen.

Which, and when

For an organisation new to a management system, a self-assessment is valuable for building a roadmap. Once the system is established the weight shifts to internal audit, and the self-assessment remains an annual measure of trend.

Manage this in Optifora

Optifora is not a single program but a compliance platform assembled from modules. The catalogue states which module is ready today and which is on the roadmap.

See what Optifora is