Operational Process Evaluation Template

Operational Process Evaluation Template

1. Process Overview

• Process Name:
• Process Owner:
• Department/Team Involved:
• Date of Evaluation:
• Objective of Process:

2. Process Flow

• Step 1: [Process Step Name]
  • Description:
  • Duration:
  • Responsible Party:
• Step 2: [Process Step Name]
  • Description:
  • Duration:
  • Responsible Party:
• (Continue for each step in the process)

3. Key Metrics/Performance Indicators

• List any relevant metrics or KPIs used to measure the success or efficiency of this process (e.g., cycle time, error rate, throughput, etc.)

4. Bottleneck Identification

• Step/Area of Concern:
• Nature of Bottleneck (e.g., delay, insufficient resources, decision-making bottleneck, etc.):
• Impact on Overall Process:
• Root Cause of Bottleneck:

5. Inefficiency Evaluation

• Step/Area of Concern:
• Type of Inefficiency (e.g., redundancy, unnecessary complexity, lack of automation, etc.):
• Impact on Overall Process:
• Possible Solutions to Improve Efficiency:
  • Option 1:
  • Option 2:
  • Option 3:

6. Recommendations for Process Improvement

• Based on the evaluation, provide a list of recommended actions to streamline or optimize the process.
• Recommendation 1:
• Recommendation 2:
• Recommendation 3:

7. Action Plan

• Priority Actions (High, Medium, Low):
  • Action 1:
  • Action 2:
  • Action 3:
• Timeline for Implementation:
  • Action 1 Timeline:
  • Action 2 Timeline:
  • Action 3 Timeline:
• Responsible Party/Team for Each Action:

8. Follow-up and Monitoring

• Frequency of Monitoring:
• Key Metrics to Monitor Post-Implementation:
• Person(s) Responsible for Monitoring: