Instructions: Open the required form and select "Save As" to place a copy of the form on the computer.

• RIGHT CLICK on the document then click on SAVE TARGET AS and save the document to your computer.
• Do not CHECK OUT a document, instead close the document and then use the instructions above to download a copy to your computer.

Do not save information in online forms! 

Save the form on your computer before creation begins!

Process Management Template Descriptions
 

• Business Plan (BP) - A business plan is a document describing a company's core business activities and how it plans to achieve its goals. (Business Plan Instructions)
• Customer Instructions (CI) - Explains "HOW" each step identified on the CEM will be completed by the customer. This form includes pre-requisites, and what to expect after the form is received.
• Metric Definition (MD) - A worksheet used to define the measurement and the calculation of key performance indicators to ensure validity and reliability of the data.
• Problem Statement (PS) - A simple method of identifying specific issues in a program or service as part of the Environmental Scan process used in planning.
• Process Inventory (PI) - A worksheet used to define process steps, process owner and collaborators or stakeholders, documents linked to the process, and quality assessment metrics.
• Process Workflow (Word or Visio) (WF) - A high-level graphic depiction of when or how a process begins, a hand-off to other offices or departments, and how the process ends when completed satisfactorily.
• Standard Operating Procedure (SOP) - A low level step-by-step provided to employees that explains both "What" steps are required to complete the process satisfactorily and "How" the steps are completed satisfactorily. SOP include pre-requisite information, employee steps, and customer steps. This form also includes communication methods for change management.
• SWOT Analysis (SWOT) - A framework for identifying and analyzing the internal and external factors that can have an impact on the viability of a project, product, place or person.