Workiva resources
Plan a project, troubleshoot a report, or prepare for your next review. Use these free workbooks, examples, and checklists with no sign-up.
Governance, risk, and compliance
For SOX, internal audit, and ERM teams. Each one works through a fictional example, and some include a blank workbook to download.
Risk and control matrix workbook
Clarify control descriptions, connect risks to controls, and identify gaps before moving your records into Workiva.
Evidence request builder
Prepare a clear population, sample, or follow-up request with the period, scope, evidence, owner, and deadline spelled out.
Issue remediation and closure example
Work through a fictional issue, action plan, and closure review. See why completed actions can still need more evidence.
Control testing worked example
Follow a fictional control test from its objective and evidence through an exception, conclusion, and reviewer follow-up.
GRC migration planner
Inventory your GRC records, decide what needs cleanup, and plan the reconciliation and user checks for a migration.
Risk assessment workbook
Define assessment criteria, compare judgments, and document the rationale, response owners, and review dates behind risk ratings.
Financial reporting
Plan a reporting project, check why a report has not updated, or roll a package into the next period.
Reporting project worksheet
Start with one report. Capture where its numbers come from, who reviews it, and what needs to improve. Download a blank worksheet or use the fictional completed example as a reference.
Why hasn’t my Workiva report updated?
Check the source, the connection, and the linked document. Try a correction in the reporting example.
Workiva roll-forward checklist
Review the files, links, dates, and access before your team starts the next period.
Moving an Excel report into Workiva
Compare a familiar reporting workbook with a proposed structure for inputs, calculations, and the finished report.
Prepare for your Workiva implementation
Gather the files your team uses today and identify the questions to resolve before configuration starts.
Workiva AI
Prepare one AI-assisted task in reporting or GRC, from settings and source data to the review your team keeps.
Workiva AI readiness checklist
Check the terms, settings, access, source files, and review steps before your team relies on AI for a recurring task.
Workiva AI: what it does and how to prepare
See what Workiva AI and its agents do in documents, spreadsheets, and Wdata, and what to set up first.
Reviewing Workiva AI output
Decide what a reviewer checks when AI drafted or summarized content that will reach a report or the audit committee.
Looking for longer explanations? Read Workiva insights on SOX and internal controls, internal audit, ERM, implementation, and Wdata. Need help with a reporting or GRC problem? Send a short note.