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.
Create reliable systems your team can follow
This process management template organizes your workflow into well-defined sections—steps, inputs, outputs, metrics, and risks—so you can monitor key details. It enables you to assign roles, track durations, and record every stage of your process from start to finish.
Make the most of the template by treating it as your team’s go-to process guide. Everyone knows their responsibilities and can follow the same structure, whether you’re in logistics, maintenance, or quality control.
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.
How to use the process management template
Here’s a quick guide to making the template part of your regular workflow:
- Customize the template to fit your process. Start by editing the template directly in the Lumiform app. Name the process, define its duration, and update steps, inputs, outputs, and metrics based on how your team actually works.
- Assign the template to the person responsible. Each process should have one clear owner. Assign the checklist to that person so they can document the flow, add updates, and flag issues as they go.
- Fill it out as the process runs. Use the mobile app to document steps in real time. Team members can upload photos, leave comments, or record time taken per step, giving you real operational insights.
- Track outcomes and spot inefficiencies. Once completed, review the outputs and metrics. See where delays happen or what steps frequently require rework. This is where you turn data into improvements.
- Share insights across teams. Export or share reports to standardize processes across locations. Others can follow the same structure and adapt it with minor tweaks for their own workflows.
Download Lumiform’s process management template today
Start using the template directly in Lumiform to bring structure and transparency to your processes. Whether you’re refining internal procedures or onboarding new team members, this tool gives you a clear framework to follow. It comes with step-by-step tracking, role assignments, and performance metrics that keep you moving forward.