Coordinating workflows across teams or locations can quickly become complicated, especially when processes are undocumented or spread across multiple tools. You can use a process management template to bring clarity and consistency. It helps you ensure that your team executes tasks the same way every time, with well-defined responsibilities.
The templates below support you in documenting, tracking, and optimizing processes, ultimately reducing errors. Having repeatable, properly documented processes makes your job easier, leading to better outcomes.
Top process management templates
The templates below cover a wide variety of industries:
Process management template
This template gives you a simple yet powerful structure for mapping, tracking, and refining your operational workflows. It’s designed to help you standardize recurring processes, whether you’re managing onboarding procedures, regular audits, or daily logistics. You can assign roles, add conditional logic to steps, and include clear instructions to ensure you don’t miss tasks along the way. To tailor it to your workflow, customize the steps based on your current SOPs. It’s especially helpful for teams juggling multiple responsibilities and looking to reduce variability in execution.Change management process template
Managing change without a clear structure can lead to confusion, pushback, or worse—missed deadlines and compliance gaps. This change management process template walks you through the phases of a successful transition, from initiation and stakeholder communication to risk evaluation and implementation tracking. You can document the type of change, required approvals, affected departments, and follow-up actions, all in one place. Built-in signature fields and progress tracking keep accountability visible at every step. Customize it by aligning each step with your internal change policy and adding specific risk categories that match your operations.Incident management process template
When something goes wrong, the speed and clarity of your response make all the difference. This incident management process template gives you a framework for capturing, investigating, and resolving workplace incidentswhether it’s a safety breach or equipment failure. It includes fields for incident type, location, photo evidence, root cause analysis, and corrective actions. You can assign tasks and add due dates to make sure follow-up steps actually happen. Adjust the template to match your escalation flow or regulatory needs, and use mandatory fields to avoid incomplete reports. It’s an essential tool for reducing response times and improving accountability across teams.Vendor management process template
Staying on top of vendor relationships can be overwhelming without a system in place. This vendor management process template helps you track performance, compliance, and communication from onboarding through ongoing evaluation. It includes key checkpoints like documentation collection, risk assessments, contract terms, and renewal dates. You can set reminders for follow-ups, assign internal owners, and even link to performance review checklists. To fine-tune it, add specific compliance fields relevant to your industry, or include scoring criteria that match your procurement standards.Process safety management checklist
High-risk industries can’t afford to overlook process safety. This checklist supports PSM compliance by ensuring that each safety-critical step—from hazard identification to training and emergency response—is thoroughly documented and executed. It covers key components like equipment integrity, operating procedures, employee roles, and change controls. The checklist format keeps it simple to follow, while options like photo uploads, comment fields, and signature captures make it easy to verify completion. For better alignment, customize it with your company’s specific P&IDs, equipment specs, or internal safety protocols.Vulnerability management process template
Staying ahead of security threats starts with having a clear, repeatable process, and this template helps you achieve exactly that. It guides you through identifying, assessing, and addressing system vulnerabilities with consistent documentation at every stage. From logging new findings and classifying severity levels to assigning mitigation tasks and verifying resolution, you can map out each step to reduce oversight. Feel free to include screenshots, CVE references, and remediation deadlines for full traceability. This template is ideal for IT and cybersecurity teams who need a reliable way to stay proactive.Patch management process template
Unpatched software can be a major weak spot in your infrastructure. This patch management process template helps you organize updates across systems, applications, and devices, without the confusion or lag. It covers the full lifecycle: from patch identification and risk assessment to approval, deployment, and post-installation testing. Use dropdowns to classify patch types, set due dates for implementation, and log test results. You can also assign tasks to different team members depending on the system affected. To fine-tune it, align the workflow with your patch release schedule and incorporate your rollback procedures if a patch fails.Risk management process template
If you’re constantly chasing after issues, you might need to zoom out and get proactive. This risk management process template lets you assess, prioritize, and respond to risks before they escalate into problems. It helps you document potential hazards, rate their impact and likelihood, and assign action steps with clear owners and deadlines. You’ll find built-in fields for risk categories, mitigation strategies, and ongoing monitoring checkpoints. Tailor it to your organization by adjusting scoring systems or adding industry-specific risk types, like compliance gaps or supply chain delays.Performance management process template
Keeping track of employee performance doesn’t have to be complicated or inconsistent. This performance management process template offers a structured approach to goal-setting, feedback, and review cycles. It covers key elements like KPIs, training needs, progress updates, and final evaluations, so you can ensure each step is documented and transparent. With options for comments, check-ins, and customizable scoring, it supports both ongoing and periodic assessments. You can adapt the review intervals to match your HR cycles or personalize goals based on department needs.A3 management process template
A3 thinking is all about solving problems systematically, and this A3 management process template walks you through each step of that journey. Inspired by lean management principles, it helps you break down issues, analyze root causes, propose countermeasures, and track results on a single, clear form. It includes fields for problem definition, background, current conditions, and follow-up plans, making it ideal for continuous improvement projects. You can upload diagrams, assign tasks, and use logic fields to tailor the flow based on the problem type. Customize the template by aligning it with your internal improvement strategy or adding review steps for leadership sign-off.
How to create a process management template in Lumiform
You can build your template using the AI form builder in Lumiform or adapt one of the templates above to match your company’s workflows. Use text fields, dropdowns, number inputs, and photo uploads to capture exactly the data you need, from step-by-step task instructions to visual confirmations of work done.
If your process involves multiple team members or handoffs, you can assign tasks or flag issues directly in the app to improve accountability. With everything accessible via the mobile app, your team can easily complete tasks in the field, even offline.
Once your template is in use, built-in analytics allow you to track completion times, identify bottlenecks, and optimize for better efficiency over time.