Process Plan Template

Improve performance and achieve success with this comprehensive process plan template.
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Process Plan Template

What is a Process Plan?

A process plan outlines the goals and objectives needed in order to improve an organization's performance. It outlines the desired outcome, action steps, and measures to ensure the goals are met. It is an effective tool for organizations to ensure efficient and effective operations and is beneficial for businesses of all sizes.

What's included in this Process Plan template?


  • 3 focus areas
  • 6 objectives
  • 6 projects
  • 6 KPIs

Each focus area has its own objectives, projects, and KPIs to ensure that the strategy is comprehensive and effective.


Who is the Process Plan template for?

The Process Plan template is designed for operations managers, process improvement teams, and teams in any industry. It provides a structured and organized approach to plan and optimize processes. With this template, teams can define clear goals, objectives, and targets, and implement projects to achieve their desired outcomes.

1. Define clear examples of your focus areas

Focus areas are an essential part of any process plan. They are broad topics that provide the foundation for your objectives. Examples of focus areas may include increasing efficiency, increasing quality, and increasing productivity. It's important to define clear examples and focus on achievable goals.

2. Think about the objectives that could fall under that focus area

Objectives are specific goals that are designed to achieve the focus area. For example, under the focus area ‘Increase Efficiency’, objectives may include reducing operational inefficiency and decreasing shipping wait time. When creating objectives, it is important to think about measurable outcomes.

3. Set measurable targets (KPIs) to tackle the objective

Measurable targets, also known as Key Performance Indicators (KPIs), are specific measures that can be used to track the progress of objectives. For example, under the objective ‘Decrease Shipping Wait Time’, a KPI could be decreasing the average shipping wait time from 2.2 days to 1.5 days. It is important to set clear, measurable targets that can easily be tracked.

4. Implement related projects to achieve the KPIs

Projects, also known as actions, are activities that are designed to achieve your KPIs. For example, under the KPI ‘Decrease Avg Shipping Wait Time’, an action could be to streamline shipping processes. It is important to think of actions that can be implemented to achieve the desired outcome.

5. Utilize Cascade Strategy Execution Platform to see faster results from your strategy

Cascade Strategy Execution Platform is a powerful tool that helps teams quickly and easily create, track, and manage their process plans. With Cascade, teams can easily define goals, objectives, and targets, and implement projects to achieve their desired outcomes. Cascade also provides powerful analytics and reporting tools to easily track progress and measure success.

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