Tool
Process Audit Tool
Review an existing process and flag friction, waste, or missing steps.
Summary
Audit one process at a time. A 6-question review surfaces most issues in 30 minutes.
Process health
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How to use
Pick one process. Answer each question honestly. Share the result with the process owner and agree the next 2-3 actions.
What a "yes" looks like
- Documented — written SOP a new hire could follow
- Owner — named person with accountability
- Consistent output — same quality across runs
- Integrated tools — no re-keying between systems
- Low rework — < 10% of outputs need redoing
- Reviewed — checked at least annually for drift
Frequently asked questions
How often should I audit?
Top 3 processes: quarterly. All processes: annually.
Next step
Keep exploring related resources to strengthen this area of the business.
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