Institutions are striving to better support students experiencing financial insecurity but struggle with uncertainty around what resources they already offer. Confusion about existing services leads to wasted time and resources when services are duplicative or underused.
Conducting an audit will benefit your efforts to support financially insecure students by helping you identify existing resources and any duplicative services.
This resource is part of the Expand Services to Address Financial Insecurity on Campus Roadmap. Access the Roadmap for stepwise guidance with additional tools and research.
Use this tool to identify departments and staff members to include in an audit, develop a comprehensive list of existing services, and determine next steps to improve programs. The timeline to conduct an audit will vary at each institution, but with a dedicated group of staff, institutions report completing a comprehensive audit in as few as 90 days.
Complete your audit in four steps:
Step 1: Determine departments and campus groups to include in your audit
Use this section to review departments and campus groups that commonly house resources for students in need. Available services will vary at each institution, but this list can serve as a reference when determining your initial set of departments for outreach. This section will help you identify and outreach to potential audit partners within each department and campus group you choose to include in your audit. Review key questions to consider when choosing audit partners and use EAB’s email template below to recruit partners for the audit. …