Free audit template
Find Out Where Your Operation Is Losing Money
A free spreadsheet that walks you through auditing your own processes over 60 days: map the workflow, measure what each step costs, and rank the fixes by payback.
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$400K+
What hidden bottlenecks, duplicate approvals and poor hand-offs can quietly cost a mid-sized organisation every year. Most leaders have never put a number on it.
What it does
Why Process Waste Stays Invisible
Inefficiency rarely shows up as a line item. It hides inside approvals that take four days instead of one, inside work that gets re-done because two teams own the same step, and inside hand-offs where a request sits in someone’s queue over a weekend.
None of that appears on a P&L. It appears as capacity you do not have and deadlines you keep missing. The only way to see it is to map a process end to end and attach a number to every step.
That is what this template does. You fill in the steps, the time each one takes, and the loaded cost of the people involved. It totals the cost per week, per month and per year, then ranks every improvement by impact against effort so you know what to fix first.
The 60 days
How the Audit Is Structured
Weeks 1-2
Map the process
Document every step, decision point, approval and hand-off between departments. Capture it all before filtering anything out.
Weeks 3-4
Measure it
Record how long each step takes, how long approvals sit, and total cycle time. This is where the waste becomes visible.
Weeks 5-6
Find root causes
Work out why the delays exist: unclear ownership, no standard, weak communication, or missing resource. Fix causes, not symptoms.
Weeks 7-8
Build the roadmap
Rank every improvement by financial impact and ease, then set owners and dates. Quick wins first to build momentum.
What is inside
What You Get in the Template
Process map sheet
A structured place to record every step, owner, decision point and hand-off, so the whole workflow sits on one page.
Cost calculator
Enter time per step and loaded hourly cost. It returns the cost of each bottleneck per week, per month and per year.
Root cause column
Record why each delay happens, so you fix the underlying problem instead of patching the symptom that is easiest to see.
Impact vs effort ranking
Every improvement scored on both axes, which turns a long list of ideas into an ordered plan you can actually start.
Implementation timeline
Slots for quick wins (0-30 days), medium-term work (1-3 months) and larger transformations, each with an owner and a milestone.
Before and after view
Space to record time saved per transaction and annual cost reduction, so you can show the result to the people who approved the work.
Common Questions
Is the template really free?
Yes. Enter your name and email and the spreadsheet opens immediately. There is no payment step and no credit card.
Does the audit have to take 60 days?
No. Sixty days suits a full audit across several processes. A single process with a small team is often done in two or three weeks. The phases matter more than the calendar.
Do I need consultants to run it?
No. The template is built so an internal team can run the audit themselves. You need someone who knows the process and access to the people who work in it daily.
Where should I start?
Pick the process that causes the most complaints or the most rework. Map that one end to end first. It is usually where the largest and most obvious savings are sitting.
How often should I redo it?
Review the findings after any significant reorganisation or process change. For fast-moving operations a light quarterly check works; for stable ones, once a year is enough.
Put a number on what your processes actually cost
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