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Process work instruction template

Process work instruction template

Streamline your operations with this process work instruction template. Designed to provide clear, step-by-step guidance, it helps ensure consistency and efficiency.

Use this template with Lumiform

The Lumiform application helps frontline teams uphold internal standards effortlessly.
  • Customize this template or build your own
  • Fill out templates via mobile app
  • Assign and track corrective actions
  • Get reports and analyse your data
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Process work instruction template

Streamline your operations with this process work instruction template. Designed to provide clear, step-by-step guidance, it helps ensure consistency and efficiency.

Use this template with Lumiform

The Lumiform application helps frontline teams uphold internal standards effortlessly.
  • Customize this template or build your own
  • Fill out templates via mobile app
  • Assign and track corrective actions
  • Get reports and analyse your data
Prices start from ░░░ per month
Book a demo
Learn more
or Download template as PDF

Our process work instruction template makes it easier to document step-by-step procedures that ensure consistency in your operations. Unlike general process maps, this template hones in on the detailed actions required at each stage, clearly assigning responsibilities and setting measurable performance metrics.

According to McKinsey’s research, streamlining processes can improve operational efficiency by 5-15% in indirect operations. This template is especially valuable when you’re standardizing complex manufacturing procedures. One example is eliminating quality issues since every team member follows identical steps when assembling critical components.

Related categories

  • Operational excellence templates
  • Quality management templates
  • General templates
  • Maintenance templates
  • Quality assurance templates
Preview of the template
Page 1
Process Steps
Describe the key steps in the process
Indicate the order of the steps
Provide any relevant details or instructions
Responsible Parties
List the roles or individuals responsible for each step
Performance Metrics
Define any key performance indicators to track
Outline targets or goals for each metric

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Related resources

Access a complete set of resources aimed at maximizing safety, quality, and operational excellence, including detailed guides, related templates, and real-world use cases.

Topic guides

Read in-depth guides covering key topics related to this article.

How to write effective work instructionsLayered process audit (LPA): A complete guide to mastering product qualityKaizen Guide - Improve your workflow
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14 free work instruction templates for every industry8 free process audit checklist templates12 free JSA templates for safer workplaces
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Work instructions softwareLayered process audit softwareWork order softwareScope of work software
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Other resources

Explore all the additional resources we offer to assist you in mastering this topic.

Production part approval process (PPAP) key componentsHow to write a scope of workWhat is process improvement?4 ways process improvement increases profits

Frequently asked questions

How can I ensure my team actually follows the process work instruction template?

Focus on making instructions visual and accessible where work happens. Involve your team in creating the instructions to increase buy-in, regularly audit compliance, and collect feedback for improvements. Remember that the best instructions evolve based on practical experience from those using them daily.

Which processes need work instructions?

Prioritize creating work instructions for processes that are complex, error-prone, safety-critical, or performed infrequently. Also focus on procedures with high training needs, regulatory requirements, or quality issues. Start with processes where standardization would deliver the greatest operational improvement and risk reduction.

What should I do if workers find the work instructions too complicated?

Simplify instructions by using more visuals, breaking complex tasks into smaller steps, and eliminating unnecessary information. Test instructions with actual users before implementation and gather feedback. Consider creating different versions for experienced versus new workers, while maintaining the same core procedure.

Should I include troubleshooting guidance in my process work instructions?

Yes, incorporate common problems and solutions directly in your work instructions where relevant. Include decision trees for handling exceptions, clear criteria for when to escalate issues, and who to contact for assistance. This prevents work stoppages and empowers workers to handle routine challenges independently.


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.
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