In terms of process management, Process Template is a standard document that contains information about typical and commonly used methods and tools of planning, managing, executing and measuring a particular process. This document often provides a comprehensive list of important and relevant actions or steps to be taken in a specific order to manage the process.
Template of a process helps establish a standardized way of doing the process by workers. For example, in project management a template of the risk management process specifies steps risk management team can take to identify, describe, analyze, estimate and mitigate project risks. The risk manager creates such a template to help the team learn the risk management standards defined by the manager for this particular project.
The necessity of using process templates in various fields of management is substantiated by the following benefits:
- Standards and Guidelines. Template determines how a process is supposed to be done.
- Steps and Actions. Template specifies a range of steps and actions to be taken to carry out a process as expected.
- Iteration. If there’s a standard process to be performed many times, a respective template will be helpful.
- Time Saving. A typical process can be performed with less time and effort required.