Process Strategy Template

Create an effective process strategy and achieve success! Streamline your workflows and optimize resources with our comprehensive template.
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Process Strategy Template

What is a Process Strategy?

A process strategy is a comprehensive plan that outlines the steps and processes required to achieve specific goals. It is used by organizations to improve their operational efficiencies and performance. By outlining the objectives and implementing related projects, organizations can ensure that their processes are aligned with their business objectives and goals.

What's included in this Process Strategy 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 Strategy template for?

This process strategy template is designed for business analysts and teams from various industries to plan and execute business processes and workflows. It provides a framework for defining the objectives and actions needed to achieve success. By using this template, organizations can create a structured approach to implementing changes in their processes and achieving their goals.

1. Define clear examples of your focus areas

Focus areas are the main areas of your organization that you want to focus on. Examples of focus areas could include optimizing resources, streamlining processes, or improving communication. By defining clear focus areas, you can create objectives and actions that are specifically tailored to each of those areas and create a plan for achieving success.

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

Objectives are the specific goals that you want to achieve in each focus area. For example, if you have a focus area of streamlining processes, your objectives could include increasing workflow efficiency and reducing operational costs.

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

KPIs (key performance indicators) are metrics that are used to measure the success of each objective. KPIs should be measurable, specific, and time-based. For example, if your objective is to increase workflow efficiency, you could set a KPI of decreasing process duration from four hours to two hours.

4. Implement related projects to achieve the KPIs

Projects (also known as actions) are the steps that you need to take in order to achieve each KPI. For example, if your KPI is to decrease process duration from four hours to two hours, one possible action could be to implement automated systems.

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

Cascade Strategy Execution Platform is an easy-to-use platform that helps organizations implement their process strategies more efficiently. With Cascade, you can define objectives, create projects, set KPIs, and track progress towards your goals. This helps to ensure that your process strategy is successful and that your organization is achieving the desired results.

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