📋 Template ISO 27001:2022 · Clause 9.2 · 8 pages · ISMS-AUDIT-001

Internal Audit Plan and Checklist

Three-year rolling audit programme, auditor independence rules, clause-by-clause audit questions with evidence requests for all of Clauses 4–10, and findings template.

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Document ID: ISMS-AUD-001 | Version: 1.0 | Date: March 2026 | Classification: Internal | Owner: Information Security Manager

Purpose and Scope

This document defines the internal audit programme and provides checklist resources for conducting ISMS internal audits at [Organisation Name] in accordance with ISO/IEC 27001:2022 Clause 9.2.

Internal audits provide independent assurance that the ISMS is implemented as intended, operating effectively, and conforming to the requirements of ISO/IEC 27001:2022 and organisational policies. Audit findings drive corrective actions and continual improvement.

The audit programme covers all clauses of ISO/IEC 27001:2022 (Clauses 4–10) and a representative sample of Annex A controls across all four themes. Full scope coverage is achieved over the 3-year audit cycle.


1. Audit Programme — 3-Year Rolling Plan

Audit IDPeriodPlanned DatesScopeLead AuditorStatus
2026-01Q1 2026March 2026Clauses 4–7 (Context, Leadership, Planning, Support); Theme 5 Organisational Controls sample (5.1–5.10, 5.19–5.22, 5.24–5.28)[Internal Auditor Name]Planned
2026-02Q3 2026September 2026Clauses 8–10 (Operations, Performance Evaluation, Improvement); Theme 6 People Controls (6.1–6.8); Theme 7 Physical Controls (7.1–7.14)[Internal Auditor Name]Planned
2027-01Q1 2027March 2027Full scope audit — all clauses (4–10) and representative sample of all 93 Annex A controls; preparation for certification[External Auditor — Certification Body]Planned
2027-02Q3 2027September 2027Clauses 6–8 focus; Theme 8 Technological Controls (8.1–8.34); follow-up on previous findings[Internal Auditor Name]Planned
2028-01Q1 2028March 2028Surveillance / recertification audit (certification body); full scope[External Auditor — Certification Body]Planned

Audit Frequency Note: ISO/IEC 27001:2022 requires that internal audits are conducted at planned intervals. The organisation targets two internal audits per year to ensure all areas receive coverage within the 3-year certification cycle. Additional unplanned audits may be triggered by significant incidents, major organisational changes, or CISO direction.


2. Auditor Independence

Auditors must not audit processes or systems for which they have operational responsibility. The following independence rules apply:

  • The ISM may not audit ISMS processes they directly operate; those processes are audited by the CISO or an external auditor.
  • The IT Manager may not audit IT controls they personally configured or manage.
  • Where internal independence cannot be achieved, an external auditor must be engaged for that scope item.
  • Auditors must declare any conflict of interest before accepting an audit assignment.

3. Clause-by-Clause Audit Checklist

Clause 4 — Context of the Organisation

#Audit QuestionEvidence to Request
4.1Has the organisation documented and reviewed internal and external issues that are relevant to the ISMS? When was this last reviewed?ISMS context analysis document; management review minutes showing context review
4.2Have interested parties been identified? Are their requirements understood and documented?Interested parties register or equivalent section in ISMS scope document
4.3Is the ISMS Scope document current, formally approved, and accessible? Does it clearly state what is included and excluded with justifications?ISMS Scope document (ISMS-SCOPE-001) with approval signature and date
4.4Is there evidence that the organisation has established, implemented, maintained, and continually improved an ISMS that addresses the determined scope?ISMS documentation set; audit history; management review records

Clause 5 — Leadership

#Audit QuestionEvidence to Request
5.1Can Top Management demonstrate knowledge of the ISMS and its objectives? Do they understand the risk appetite?Interview with CEO/Board member; management review minutes
5.2Is the Information Security Policy approved by Top Management? Does it include objectives, scope, and a commitment to continual improvement?Policy document with approval signature and date
5.3Are information security roles and responsibilities formally assigned and communicated? Is there an organisational chart reflecting security roles?Roles and Responsibilities document; org chart; job descriptions
5.4Is there evidence that Top Management has allocated adequate resources for the ISMS?Budget approval records; headcount; tool procurement decisions
5.5Does the CISO report to Top Management on ISMS performance? At what frequency?Management review minutes; CISO board reports

Clause 6 — Planning

#Audit QuestionEvidence to Request
6.1Is there a documented risk assessment methodology? Is it consistently applied across all assessments?Risk Assessment Methodology (ISMS-METH-001); multiple risk assessments showing consistent approach
6.2Is the risk register current? Has it been formally reviewed in the last 12 months? Are all risks assigned to named owners?Risk register (ISMS-RISK-001) with review date and owner signatures
6.3Does the Statement of Applicability include all 93 Annex A controls with justified inclusion/exclusion decisions?SoA (ISMS-SOA-001) with completion date
6.4Are information security objectives defined, measurable, and communicated? Is there a record of progress against objectives?Objectives register; KPI dashboard; management review minutes
6.5Is there a documented risk treatment plan for High and Critical risks? Are treatment actions tracked to completion?Risk Treatment Plan (ISMS-RTP-001); corrective action evidence

Clause 7 — Support

#Audit QuestionEvidence to Request
7.1Has the organisation identified the competency requirements for personnel involved in ISMS activities? Is competency assessed?Competency requirements documentation; training needs analysis
7.2Are all ISMS-relevant personnel aware of: the Information Security Policy; their contribution to ISMS effectiveness; implications of non-conformance?Training records; policy acknowledgement sign-offs; awareness programme content
7.3Is there a documented and delivered security awareness training programme? Are completion rates tracked?Training completion records; training content; evidence of non-completion follow-up
7.4Is ISMS documentation controlled? Is there a document control process ensuring documents are reviewed, approved, versioned, and accessible?Document register; version history on policies; approval signatures; distribution records
7.5Are ISMS records retained for appropriate periods and protected from loss or unauthorised modification?Retention schedule; record storage locations; access controls on records

Clause 8 — Operation

#Audit QuestionEvidence to Request
8.1Are risk assessments conducted before significant changes to systems, services, or processes?Change management records; risk assessment evidence linked to project approval
8.2Is there evidence that the risk treatment plan is being implemented per agreed timelines? How are delays managed?Risk treatment plan status; corrective actions for overdue items
8.3Are operational security procedures documented and accessible to relevant staff? Are they followed in practice?Sample of operational procedures; observation or interview to confirm awareness
8.4Is there evidence that outsourced processes are controlled? Are supplier security obligations monitored?Supplier register; Tier 1 supplier review records; contract security clauses
8.5Is change management applied consistently? Are security implications reviewed for each change?Change log; change approval records; security sign-off on changes

Clause 9 — Performance Evaluation

#Audit QuestionEvidence to Request
9.1Are information security KPIs defined? Are they measured and reported to management at regular intervals?KPI dashboard; frequency of reporting; recipients
9.2Are internal audits conducted per the approved audit programme? Are audit reports produced?Audit programme; completed audit reports; evidence of independence
9.3Is there evidence of a Management Review conducted with all required inputs (Clause 9.3 list)? Is there a record of decisions and actions?Management review minutes; attendance record; actions tracker
9.4Are monitoring and measurement results analysed to identify trends? Is there evidence that results drive decisions?KPI trend analysis; management review discussion of results

Clause 10 — Improvement

#Audit QuestionEvidence to Request
10.1Is there a nonconformity register? Are NCs classified by severity? Are corrective actions tracked to closure?NC register; CA register; closed NC evidence
10.2Is root cause analysis conducted for nonconformities? Is the action addressing the root cause (not just the symptom)?RCA worksheets; corrective action descriptions
10.3Is there evidence of continual improvement beyond just corrective actions? (e.g., proactive improvements, process automation)Improvement log or equivalent; management review improvement agenda item
10.4Are corrective action effectiveness reviews conducted? How does the organisation confirm actions have worked?Effectiveness review records; closed NC evidence with verification signature

4. Annex A Controls Sample Checklist

Theme 5 — Organisational Controls (sample)

#Audit QuestionEvidence to Request
5.1Is the Information Security Policy communicated to all staff? Can a sample of staff articulate the key principles?Communication records; policy acknowledgement signatures; staff interviews
5.7Are threat intelligence sources used? How does threat intelligence feed into the risk assessment process?Threat intel subscription records; risk register updates linked to threat intel
5.24Is there a documented incident response plan? Is it tested? Do all relevant staff know how to report an incident?Incident Response Policy; test exercise records; staff awareness interviews
5.19Is the supplier register current? Do Tier 1 suppliers have current security assessments?Supplier register with review dates; Tier 1 assessment evidence
5.15Is access to information assets controlled? Is there evidence of access provisioning and review processes?Access request records; access review reports; access register

Theme 6 — People Controls

#Audit QuestionEvidence to Request
6.1Are background checks conducted before employment? What is the scope of the check (criminal record, identity, references)?HR screening policy; sample background check confirmations (anonymised)
6.3Is security awareness training delivered at induction? Is annual refresher training completed by all staff?Training records; induction checklist; training completion report
6.7Are specific security controls in place for remote workers? Are they documented and communicated?Remote working policy; evidence of VPN enforcement; MDM enrolment records
6.8Is there a clear process for reporting security events? Is a no-blame culture actively promoted?Reporting procedure; incident register showing low-severity reports from staff (indicator of culture)

Theme 7 — Physical Controls

#Audit QuestionEvidence to Request
7.2Is access to restricted areas controlled? Are access logs reviewed? Is the access list current?Access log export; access list review record; most recent quarterly review sign-off
7.3Is visitor management in place with logs retained? Can the auditor observe the visitor management process?Visitor log (last 3 months); visitor management procedure; observation of sign-in process
7.7Is clear desk/clear screen compliance checked? When was the last spot check conducted?Clear desk check log; policy acknowledgement; observation during audit
7.14Is there a documented and followed equipment disposal procedure? Are disposal certificates retained?Disposal log; certificates of destruction; Asset Inventory showing disposed items

Theme 8 — Technological Controls

#Audit QuestionEvidence to Request
8.5Is MFA enforced on all critical systems? Are there any exemptions? How are exemptions managed?Entra ID / Azure AD Conditional Access policy report; MFA enforcement report; exceptions register
8.8Is vulnerability scanning conducted? What is the patch SLA? Is compliance with the SLA measured and reported?Vulnerability scan reports; patch compliance dashboard; evidence of SLA adherence or breach
8.13Are backups conducted per the backup policy? Are restore tests performed? Is there evidence of restore test results?Backup job logs; restore test logs; backup monitoring alert configuration
8.15Are logs collected from all critical systems? Are they centralised in the SIEM? What is the retention period?SIEM source list; log retention configuration; sample query demonstrating log availability
8.22Is network segmentation in place? Are critical networks (server, lab, corporate, guest) separated?Network diagram; firewall ruleset; VLAN configuration

5. Audit Findings Template

FieldResponse
Finding ID[e.g., 2026-01-F01]
Audit[e.g., Internal Audit 2026-01]
Clause / Control[e.g., Clause 9.2 / 5.18]
Finding TypeNonconformity (Major) / Nonconformity (Minor) / Observation / Opportunity for Improvement
Description[Clear, factual description of what was found; avoid opinion; stick to evidence]
Evidence Reviewed[What documents, records, screenshots, or interviews support the finding]
Root Cause (if known)[Immediate root cause assessment; full RCA to be completed in CA process]
Required Action[What must be done to address the finding]
Due Date[Target date for corrective action; Major NC: 90 days; Minor NC: per agreed plan]
StatusOpen / In Progress / Closed

Example Findings:

Finding IDClause / ControlFinding TypeDescriptionEvidence ReviewedRequired ActionDue DateStatus
2026-01-F01Clause 9.2Nonconformity (Minor)No evidence that an internal audit was conducted in 2025 despite the ISMS requirement. The audit programme document was created in March 2026 but contains no evidence of completion for the preceding year.Audit programme reviewed; no 2025 audit report found in document management system; ISM confirmed no audit conductedConduct an audit covering the areas that should have been covered in 2025; update audit programme to prevent recurrence; consider root cause for why audit was not conducted2026-06-30Open
2026-01-F025.18 (Access Rights)Nonconformity (Minor)Finance system access review last conducted in March 2024. The Access Control Policy requires quarterly reviews for Confidential-rated systems.Access review log showing March 2024 as the most recent review; Finance system classified as Confidential in Asset Inventory; Access Control Policy Section 3 requiring quarterly reviewConduct overdue finance system access review immediately; remove any inappropriate access discovered; schedule quarterly reviews in IT calendar with automated reminders2026-04-30Open
2026-01-F035.19 (Supplier Security)ObservationTier 2 supplier (recruitment platform) has no record of a security questionnaire or review. The Supplier Security Policy requires biennial reviews for Tier 2 suppliers. The supplier holds CVs and personal data of applicants.Supplier register; no review record for the recruitment platform despite registration in 2023Schedule and complete Tier 2 supplier security questionnaire; document findings in supplier register2026-05-31Open

6. Audit Report Template Structure

Each completed audit must produce a formal report containing:

  1. Executive Summary — brief overview of scope, approach, and headline findings
  2. Audit Scope and Objectives — what was covered and what was not
  3. Audit Methodology — how the audit was conducted (document review, interviews, observation, sampling)
  4. Auditor Declaration of Independence — signed statement confirming no conflicts of interest
  5. Summary of Findings — table of all findings by type (Major NC / Minor NC / Observation / OFI)
  6. Detailed Findings — one section per finding using the findings template above
  7. Positive Observations — what is working well; not all feedback need be negative
  8. Recommendations — auditor recommendations beyond the formal findings
  9. Auditee Response — management’s formal response and acceptance of findings
  10. Sign-off — auditor signature, auditee signature, CISO review signature, date

7. Review History

VersionDateAuthorChanges
1.0March 2026[ISM Name]Initial issue

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