Templates
Process management audit template

Process management audit template

Map out every step of your process, define responsibilities, track outcomes, and identify gaps with this process management audit template.

Use this template with Lumiform

  • Customize this template or build your own
  • Fill out templates via mobile app
  • Get reports and analyse your data
Prices start from ░░░ per month
Book a demo
Learn more
or Download template as PDF
Process management audit template

Map out every step of your process, define responsibilities, track outcomes, and identify gaps with this process management audit template.

Use this template with Lumiform

  • Customize this template or build your own
  • Fill out templates via mobile app
  • Get reports and analyse your data
Prices start from ░░░ per month
Book a demo
Learn more
or Download template as PDF

Standardizing your business processes is key to maintaining efficiency and quality across teams. This process management template helps you document each step, align responsibilities, and track metrics so you can improve outcomes and reduce delays. Use it to break down your workflow into clear, repeatable steps so you can monitor progress and flag risks early.

The template also makes recurring processes repeatable and measurable. You no longer need to rely on scattered notes or vague instructions. Instead, you get a flexible tool that supports continuous improvement and simplifies audits, reporting, and internal reviews.

Related categories

Created by

Author Name Ima Ocon
Preview of the template
Entity
Page 1
Process Overview
Process Name
Process Description
Process Owner
Process Stakeholders
Process Inputs
Input 1 Name
Input 1 Source
Input 2 Name
Input 2 Source
Input 3 Name
Input 3 Source
Process Steps
Step 1 Name
Step 1 Description
Step 2 Name
Step 2 Description
Step 3 Name
Step 3 Description
Step 4 Name
Step 4 Description
Step 5 Name
Step 5 Description
Process Outputs
Output 1 Name
Output 1 Destination
Output 2 Name
Output 2 Destination
Output 3 Name
Output 3 Destination
Process Metrics
Metric 1 Name
Metric 1 Description
Metric 1 Target
Metric 2 Name
Metric 2 Description
Metric 2 Target
Metric 3 Name
Metric 3 Description
Metric 3 Target
Process Risks
Risk 1 Name
Risk 1 Description
Risk 1 Mitigation Plan
Risk 2 Name
Risk 2 Description
Risk 2 Mitigation Plan
Risk 3 Name
Risk 3 Description
Risk 3 Mitigation Plan
Process Improvement
Improvement Opportunity 1
Improvement Opportunity 2
Improvement Opportunity 3
Improvement Plan

Frequently asked questions

What’s the difference between a process and a procedure?

A process is the bigger picture. It’s the entire sequence of steps that gets you from A to B, like onboarding a new employee or managing inventory. A procedure is the detailed “how-to” within a step, like how to submit an access request. Processes outline the what, while procedures explain the how.

How do I decide which processes need documenting?

Start with anything that’s repeated often, affects multiple teams, or causes delays when misunderstood. These might be handoffs between departments, quality checks, or customer escalations. If you’ve ever had to explain a process twice—or more—it probably needs to be documented. You can also look at what slows you down or gets flagged in audits.

How do I get team buy-in for a new process?

Show how it saves time, reduces confusion, or makes their job easier. Involve team leads in shaping the process so it reflects how work actually gets done. Try to use real examples where clear processes prevented mistakes or solved a known issue.

Author
Ima Ocon
Ima is a writer and editor who specializes in technology, with experience crafting content for companies like Canva and FluentU. She's passionate about startups, remote work, and language learning, as well as the applications of AI in marketing. Currently, she is based in Asia, and she previously studied in Taiwan and Singapore.
This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.