Get Tability: OKRs that don't suck | Learn more →

10 strategies and tactics for Process Improvement

What is Process Improvement strategy?

Every great achievement starts with a well-thought-out plan. It can be the launch of a new product, expanding into new markets, or just trying to increase efficiency. You'll need a delicate combination of strategies and tactics to ensure that the journey is smooth and effective.

Crafting the perfect Process Improvement strategy can feel overwhelming, particularly when you're juggling daily responsibilities. That's why we've put together a collection of examples to spark your inspiration.

Transfer these examples to your app of choice, or opt for Tability to help keep you on track.

How to write your own Process Improvement strategy with AI

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own strategies.

Process Improvement strategy examples

We've added many examples of Process Improvement tactics, including a series of action items. We hope that this will make these examples as practical and useful as possible.

Strategies and tactics for optimising internal processes

  • ⛳️ Strategy 1: Conduct comprehensive process audits

    • Identify and document all current internal processes
    • Schedule process mapping workshops with relevant teams
    • Evaluate existing workflows for inefficiencies and bottlenecks
    • Benchmark processes against industry best practices
    • Collect data on time, cost, and quality metrics for each process
    • Develop key performance indicators (KPIs) for each area
    • Gather feedback from stakeholders and employees
    • Analyse collected data to identify improvement opportunities
    • Prepare an audit report with recommendations for optimisation
    • Distribute audit findings and recommendations to all relevant parties

  • ⛳️ Strategy 2: Implement continuous improvement frameworks

    • Introduce Lean or Six Sigma methodologies for process improvement
    • Train employees on continuous improvement frameworks
    • Form continuous improvement teams for each department
    • Set specific, measurable goals for process improvements
    • Monitor and record progress regularly
    • Facilitate regular process review meetings
    • Incorporate employee feedback into the improvement process
    • Utilise software tools for tracking and reporting improvements
    • Celebrate and reward teams for successful improvements
    • Prepare regular reports to share progress and insights

  • ⛳️ Strategy 3: Foster a culture of learning and knowledge sharing

    • Create a centralised repository for sharing learning and best practices
    • Encourage employees to document and share their insights
    • Organise regular internal knowledge-sharing sessions
    • Develop a mentorship programme for skill transfer
    • Encourage collaboration across different teams
    • Recognise and reward employees who contribute valuable insights
    • Leverage social media and internal communication platforms
    • Promote a culture of open communication and continuous learning
    • Develop case studies based on successful optimisations
    • Incorporate learning and development activities into regular training programmes
process-optimizationcontinuous-improvementprocess-auditorimprovement-specialistengineeringcontract-negotiation
Implement these strategies

Strategies and tactics for creating a Template for a Processes Document

  • ⛳️ Strategy 1: Define the Structure

    • Identify key sections to include in the processes document template
    • Draft an introduction section detailing the purpose of the document
    • Create a standardized format for process titles and descriptions
    • Outline a step-by-step procedure section for each process
    • Design a template for input requirements like resources, tools, and prerequisites
    • Incorporate a section for possible exceptions and troubleshooting tips
    • Include a metrics and evaluation criteria section for assessing process performance
    • Add a section for document revision and version control
    • Prepare a glossary of terms used in the document
    • Set guidelines for formatting, fonts, and styling

  • ⛳️ Strategy 2: Gather Input and Feedback

    • Consult with process owners to identify essential elements of the template
    • Request feedback from team members on the usability of the template
    • Review existing process documents to identify best practices
    • Conduct a survey to gather suggestions for additional sections
    • Hold a workshop to brainstorm with key stakeholders
    • Test draft templates with a few processes to check for completeness
    • Revise the template based on initial feedback
    • Seek approval from management or relevant authorities
    • Ensure compliance with organisational standards
    • Implement a review cycle to continuously improve the template

  • ⛳️ Strategy 3: Implement and Train

    • Distribute the finalised template to all relevant departments
    • Conduct training sessions on how to use the new template
    • Provide example documents to illustrate proper use of the template
    • Create a quick reference guide for the template sections
    • Set up a support system to assist users with template-related queries
    • Monitor the usage of the template in initial phases
    • Collect user feedback post-implementation to identify issues
    • Develop a FAQ section based on common questions and challenges
    • Schedule periodic reviews to ensure the template remains relevant
    • Promote the importance of consistent documentation practices within the organisation
process-documentationtemplate-structureprocess-ownertrainerdocumentation-teamprocess-improvement-team
Implement these strategies

Strategies and tactics for increasing root cause analysis opportunities

  • ⛳️ Strategy 1: Encourage a proactive problem-solving culture

    • Conduct regular training sessions on root cause analysis techniques
    • Incorporate root cause analysis into team performance metrics
    • Establish a recognition programme for employees who identify and address root causes effectively
    • Encourage open communication and a non-punitive approach to identifying problems
    • Create a forum for sharing successful root cause analysis case studies
    • Implement regular team reflections on mistakes and successes
    • Promote a culture of continuous improvement
    • Develop a toolkit of resources for teams to use in performing root cause analysis
    • Foster cross-functional collaboration to share insights and best practices
    • Include root cause analysis as a key component in onboarding for new employees

  • ⛳️ Strategy 2: Implement systematic review processes

    • Schedule monthly review meetings to discuss incidents and potential root causes
    • Use a standardised template for documenting and reviewing root cause analyses
    • Assign team members specific roles for investigating and documenting root causes
    • Integrate root cause analysis into project post-mortems and retrospectives
    • Develop a centralised database for tracking issues and their root causes
    • Prioritise the most significant issues for thorough root cause analysis
    • Regularly review and update standard operating procedures based on root cause findings
    • Solicit input from all levels of the organisation to capture a broad range of insights
    • Set KPIs related to the identification and resolution of root causes
    • Ensure leadership is actively involved in root cause analysis reviews

  • ⛳️ Strategy 3: Leverage technology and tools

    • Implement root cause analysis software to streamline the process
    • Use data analytics to identify trends and potential root causes across systems
    • Employ visual management tools like fishbone diagrams and Pareto charts
    • Develop automated reporting for incidents and anomalies
    • Integrate root cause analysis tools with existing incident management systems
    • Provide training on the use of technological tools for root cause analysis
    • Conduct regular audits of technology use to ensure effectiveness
    • Utilise collaborative platforms for teams to document and discuss root causes
    • Leverage machine learning to predict and identify root causes
    • Invest in continuous improvement technologies that support root cause analysis
root-cause-analysiscontinuous-improvementteam-leaderquality-assurance-specialistproblem-solving-teamprocess-improvement-team
Implement these strategies

Strategies and tactics for focusing on Improving Employee Experience

  • ⛳️ Strategy 1: Create a Positive Work Environment

    • Promote a culture of respect and inclusion
    • Encourage open communication and feedback
    • Provide opportunities for collaboration through team-building activities
    • Offer flexible working arrangements to enhance work-life balance
    • Recognise and reward employees for their achievements
    • Facilitate skill development programs
    • Implement a supportive mental health program
    • Regularly survey employees for workplace satisfaction
    • Organise regular town hall meetings for transparency
    • Foster a space where creative ideas are welcome and implemented

  • ⛳️ Strategy 2: Ensure Consistent Access to Latest Information

    • Develop and regularly update a centralised knowledge base
    • Implement training to familiarise agents with the knowledge base
    • Introduce a digital interactive resource library
    • Schedule regular training sessions on industry updates
    • Utilise CRM systems to provide relevant customer data in real-time
    • Encourage peer-to-peer knowledge sharing sessions
    • Establish a protocol for rapid information dissemination
    • Provide regular updates and newsletters on industry news
    • Conduct information accuracy audits on resources
    • Integrate AI-driven tools for real-time information access

  • ⛳️ Strategy 3: Foster Employee Engagement

    • Set clear, achievable goals and metrics for performance
    • Implement a rewards program for exceeding performance targets
    • Offer personalised career development paths
    • Conduct regular one-on-one meetings with team leaders
    • Create a platform for employees to share their success stories
    • Recognise milestones and anniversaries
    • Implement wellness and mental health support programs
    • Conduct engagement surveys and act on the feedback
    • Organise social events to build camaraderie
    • Encourage cross-training to develop diverse skill sets
employee-satisfactionengagementhr-manageremployee-experience-specialisthuman-resourcesinformation-technology
Implement these strategies

Strategies and tactics for developing a Strategic Plan for Technical Support

  • ⛳️ Strategy 1: Enhance self-service capabilities

    • Implement comprehensive knowledge base articles on ServiceNow for common user issues
    • Develop instructional videos for JAMF and Intune functionalities
    • Regularly update self-help resources based on user feedback and issue trends
    • Integrate a chatbot on ServiceNow to guide users to the right resources
    • Promote self-service options through internal communications channels
    • Utilise analytics to identify top issues that can be addressed through self-service
    • Regular training for offshore Tier 1 team to reduce escalation of common issues
    • Establish KPIs to measure reduction in calls and monitor self-service usage
    • Schedule regular reviews of self-service resources to ensure accuracy
    • Incorporate user feedback loops to continuously improve the knowledge base

  • ⛳️ Strategy 2: Strengthen internal and external communication

    • Create an outreach process for SMBC MANUBANK and Jenius Bank to clarify support channels
    • Establish regular IT updates through newsletters or webcasts for both bank entities
    • Develop an Executive support team to address high-priority issues swiftly
    • Create detailed communication protocols for off-shore and internal technical teams
    • Ensure consistent messaging and support level agreement with SMBC stakeholders
    • Implement an internal communication platform for rapid exchanges between support staff
    • Coordinate regular meetings between IT and business units to align priorities
    • Engage with stakeholders to gather input on communication improvements
    • Provide training to enhance communication skills of technical support staff
    • Conduct bi-annual satisfaction surveys with all entities to refine communication strategies

  • ⛳️ Strategy 3: Optimise resources and processes

    • Implement ITAM support and integration processes with SMBC for asset management
    • Set up a prioritised project board for ongoing strategic projects
    • Streamline shipping and receiving processes for handling employee equipment
    • Utilise ServiceNow to automate ticket assignment and escalation processes
    • Develop a detailed plan for Avaya phone retirement and Vonage CCaaS implementation
    • Collaborate with InfoSec to support projects like Netskope and audit processes
    • Create a testing and deployment schedule for Windows 11 across departments
    • Coordinate with branch offices for seamless branch moves and technology upgrades
    • Evaluate and enhance current domain trust initiatives with SMBC MANUBANK
    • Measure and track resource allocation and efficiency through performance metrics
self-servicecommunicationtechnical-supportexecutive-supportit-teamcommunications-team
Implement these strategies

Strategies and tactics for improving internal transfer processes

  • ⛳️ Strategy 1: Implement a streamlined tracking system

    • Develop a digital form to input transfer requests and details
    • Integrate the system with existing hospital management software
    • Assign unique ID numbers to each transfer request for easy tracking
    • Set automated reminders for scheduled transfer times
    • Store and categorise reasons for transfer delays like staff issue, room readiness, etc.
    • Enable real-time updates and notifications for all involved departments
    • Provide departments with an interface to log feedback on transfers
    • Set up a dashboard that visualises transfer data and highlights delays
    • Implement role-based access to protect sensitive patient information
    • Conduct training sessions for staff on using the tracking system

  • ⛳️ Strategy 2: Enhance inter-departmental communication

    • Establish regular inter-departmental meetings to discuss transfer process
    • Create a communication protocol for urgent transfer requests
    • Designate transfer coordinators in each department
    • Maintain a shared calendar for departmental coordination
    • Introduce a feedback loop for departments to address poor ratings
    • Develop scripts for transfer staff to address common concerns
    • Deploy a messaging app for instant departmental communication
    • Identify primary points of contact in each department
    • Institute a monthly newsletter updating on transfer process improvements
    • Encourage open forums for sharing success stories and challenges

  • ⛳️ Strategy 3: Conduct staff training and awareness programmes

    • Identify and assess current knowledge gaps among CN and TL staff
    • Develop a curriculum focused on efficient transfer processes
    • Schedule regular training sessions to reinforce learning
    • Use case studies to highlight reasons for transfer delays
    • Incorporate role-playing exercises to handle patient and family requests
    • Emphasise the importance of timely communication during transfers
    • Train staff on managing equipment and room readiness efficiently
    • Provide resources and manuals for quick reference
    • Invite experts to conduct workshops on problem-solving in transfers
    • Evaluate training effectiveness through feedback and assessments
internal-transfersprocess-improvementtransfer-coordinatorstaff-trainerhospital-managementinter-departmental-team
Implement these strategies

Strategies and tactics for implementing a quality control strategic plan

  • ⛳️ Strategy 1: Establish a quality control team

    • Identify and hire qualified quality control professionals
    • Assign clear roles and responsibilities within the team
    • Provide training on quality control processes and standards
    • Develop a communication protocol for the team
    • Conduct regular team meetings to discuss quality issues
    • Establish a system for tracking and reporting quality metrics
    • Set up a protocol for handling quality deviations
    • Implement peer reviews within the team to ensure accountability
    • Establish a continuous improvement plan
    • Monitor team performance and provide feedback

  • ⛳️ Strategy 2: Develop standard operating procedures (SOPs)

    • Identify key processes that require SOPs
    • Consult with process experts to draft the SOPs
    • Include quality standards and benchmarks in the SOPs
    • Review and approve SOPs with relevant stakeholders
    • Provide training on the SOPs to all relevant personnel
    • Implement the SOPs and monitor adherence
    • Collect feedback on the SOPs from the users
    • Revise and update the SOPs based on feedback
    • Set up a system for regular SOP reviews
    • Ensure SOPs are easily accessible to all employees

  • ⛳️ Strategy 3: Implement quality control tools and technologies

    • Identify quality control tools and technologies relevant to your industry
    • Evaluate and select the most suitable tools and technologies
    • Develop a budget and secure funding for the tools and technologies
    • Implement the selected tools and integrate them into existing systems
    • Train staff on how to use the new tools and technologies
    • Set up a system for monitoring tool and technology performance
    • Collect data on quality metrics using the new tools
    • Analyze the data to identify quality improvement opportunities
    • Develop action plans based on the data analysis
    • Review and update the tools and technologies as needed
quality-controlconsistencyquality-control-team-leaderquality-control-specialistquality-control-teamprocess-improvement-team
Implement these strategies

Strategies and tactics for enhancing Efficiency, Improving Client Engagement, and Driving Business Growth

  • ⛳️ Strategy 1: Optimise internal processes

    • Conduct a comprehensive audit of current processes to identify inefficiencies
    • Implement automation tools to streamline repetitive tasks
    • Set up a centralised system for document and data management
    • Provide training sessions on process improvement for staff
    • Create a standard operating procedure manual
    • Utilise project management software to track progress and deadlines
    • Schedule regular reviews and updates to procedures
    • Incorporate feedback loops by encouraging team suggestions
    • Establish key performance indicators to measure efficiency
    • Reduce unnecessary meetings and consolidate agenda topics

  • ⛳️ Strategy 2: Enhance client interaction

    • Implement a customer relationship management system
    • Develop personalised communication plans for clients
    • Offer regular webinars and workshops tailored to client needs
    • Collect client feedback through surveys and interviews
    • Establish a dedicated client success team
    • Utilise social media platforms to engage clients
    • Send regular updates and newsletters with valuable industry insights
    • Respond promptly to client inquiries and concerns
    • Host exclusive client events and networking opportunities
    • Provide loyalty programmes or incentives for client retention

  • ⛳️ Strategy 3: Drive business growth through strategic partnerships

    • Identify potential partners within and outside the industry
    • Develop a value proposition for potential partnerships
    • Attend industry conferences and networking events
    • Reach out to potential partners with collaborative proposals
    • Establish clear communication channels with partners
    • Draft and agree on partnership agreements with mutual benefits
    • Leverage partner networks for cross-promotion
    • Set measurable goals and track the success of partnerships
    • Evaluate and renew partnerships based on performance
    • Explore opportunities for joint ventures or co-branded products
efficiencygrowthprocess-improvement-specialistclient-success-manageroperations-teambusiness-development-team
Implement these strategies

Strategies and tactics for establishing rules for quality control

  • ⛳️ Strategy 1: Define clear quality standards

    • Research industry standards for pallet quality
    • Identify key performance indicators for product quality
    • Collaborate with stakeholders to define quality benchmarks
    • Establish acceptable tolerance levels for product variations
    • Document all quality standards in a comprehensive guide
    • Review and update standards annually or as needed
    • Train staff on quality standards
    • Perform regular audits to ensure standards are met
    • Implement a process for addressing quality deviations
    • Communicate quality standards to suppliers

  • ⛳️ Strategy 2: Implement a robust quality inspection process

    • Develop a checklist for quality inspections
    • Assign trained personnel to conduct inspections
    • Schedule regular inspections at various production stages
    • Use quality control software to track inspections
    • Set up a system for logging inspection results
    • Analyse inspection data to identify patterns and issues
    • Equip inspectors with necessary tools and training
    • Define procedures for handling non-conforming products
    • Ensure inspection criteria align with quality standards
    • Conduct surprise inspections to ensure consistency

  • ⛳️ Strategy 3: Engage in continuous improvement

    • Create a feedback loop for gathering input from customers and staff
    • Set up regular meetings to review quality control processes
    • Identify areas for improvement through data analysis
    • Implement changes based on feedback and analysis
    • Monitor the impact of changes on quality outcomes
    • Encourage a culture of quality and improvement among employees
    • Reward teams and individuals for quality improvements
    • Stay informed about new quality control technologies and methodologies
    • Develop a training programme focusing on continuous improvement
    • Document lessons learnt and best practices
quality-controlcontinuous-improvementquality-inspectorprocess-managerquality-assurance-teamproduction-team
Implement these strategies

Strategies and tactics for crafting a Supplier and Contractor Engagement Strategy

  • ⛳️ Strategy 1: Develop a supplier onboarding and verification process

    • Gather a list of suppliers from NHC for onboarding purposes
    • Create a standardized onboarding checklist including compliance aspects
    • Verify supplier credentials against NHC's established requirements
    • Implement a system to routinely price check with suppliers
    • Conduct regular training sessions on platform usage for suppliers
    • Form a dedicated support team for supplier inquiries
    • Launch a pilot program with selected suppliers to test processes
    • Collect feedback post-pilot to enhance the onboarding experience
    • Monitor supplier performance against compliance standards
    • Regularly audit supplier practices to ensure quality compliance

  • ⛳️ Strategy 2: Expand contractor engagement and support

    • Initiate marketing campaigns targeted at contractors for platform awareness
    • Organise webinars or workshops highlighting platform benefits
    • Gather and act upon feedback from contractors during pilot phases
    • Monitor the status of orders to assess contractor satisfaction
    • Increase outreach to onboard more contractors across different sectors
    • Build partnerships with contractor associations to boost adoption
    • Introduce AI solutions for contractors regarding material selection
    • Maintain open communication channels with contractors
    • Identify contractor needs and tailor solutions accordingly
    • Rapidly address challenges faced by contractors on the platform

  • ⛳️ Strategy 3: Implement long-term supplier and contractor collaborations

    • Strategically onboard additional suppliers from diverse regions
    • Develop partnerships with relevant industry organizations
    • Provide suppliers with regular training on new platform features
    • Conduct periodic compliance reviews to maintain standards
    • Execute marketing efforts to expand the contractor user base
    • Establish collaborations with key contractor associations
    • Develop platform features that enhance user experience
    • Implement user feedback-driven improvements on the platform
    • Ensure ongoing support and relationship management with suppliers
    • Promote a culture of continuous improvement across all operations
onboardingcompliancesupplier-managercontractor-liaisoncompliance-teamengagement-team
Implement these strategies

How to track your Process Improvement strategies and tactics

Having a plan is one thing, sticking to it is another.

Setting good strategies is only the first challenge. The hard part is to avoid distractions and make sure that you commit to the plan. A simple weekly ritual will greatly increase the chances of success.

A tool like Tability can also help you by combining AI and goal-setting to keep you on track.

More strategies recently published

We have more templates to help you draft your team goals and OKRs.

Planning resources

OKRs are a great way to translate strategies into measurable goals. Here are a list of resources to help you adopt the OKR framework:

Table of contents
Copyright © 2024 Tability