Processes are the engine behind everything you do – but not every process deserves a place in the race. With this simple but effective tool, you’ll be able to critically assess your team’s workflows and rituals, eliminate what’s not working, and make room for better ways of working.

What is a process evaluation questions template?

The process evaluation questions template is a quick-hit diagnostic tool designed to help you assess the usefulness of recurring meetings, workflows, or procedures.

Instead of vague gut feelings, it gives you specific questions and clear examples of what good (and not-so-good) answers sound like – so you can evaluate whether a process is worth keeping, tweaking, or retiring altogether.

Who is it for?

This template is perfect for product ops pros, team leads, or anyone responsible for improving how teams collaborate and ship.

If you're working across multiple teams and need to streamline operations, reduce noise, or make sure processes are genuinely supporting outcomes, this one's for you. It’s especially helpful during retros, operational audits, or when joining a new team and reviewing inherited workflows.

Basically, if you've ever sat in a meeting and thought, “Why are we even doing this?”, you’re the target audience.

How to use the template

  1. Pick a process or meeting you want to evaluate — it could be a weekly sync, a planning ritual, or a documentation workflow.
  2. Run through the questions in the template. These include prompts like:
    • Why was this created?
    • When was the last time it delivered real value?
    • What would break if we removed it?
  3. Compare responses to the "good" vs. "bad" answer examples. This helps you spot red flags and highlight what’s genuinely useful.
  4. Decide whether to keep, kill, or optimize. Use the insights to drive real change – either by refining how the process works or sunsetting it altogether.

Pro tip: This template works great in a live team setting, where you can gather feedback in real-time and align on next steps.

Process evaluation questions template
Process evaluation questions
Process evaluation questions.pdf
61 KB
download-circle
Process evaluation questions
Process evaluation questions.docx
1 MB
download-circle
Process evaluation questions
Process evaluation questions When evaluating a process, you need to ask important questions about how it fits into the larger organization. Use these questions and answers to help you determine whether the process is helpful or not. Question “Good” answers of processes to keep sound like……
Google Docs

Choose your file format