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Process Improvement Survey
(all responses are confidential)
Name
First NameLast Name
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Email
example@example.com
Department or Location
Primary Role
(examples: accountant, analyst, A/P, etc.)
Your Manager's Name
Describe the key activities related to lending for which you are responsible and the estimated percentage of time spent on each function. Total should equal 100%.
Rows Primary Functions or Responsibilities % of Time
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10.
Place additional functions below if you exceed 10 primary functions:
Which of the activities above do you consider to be the most important?
For Supervisors, approximately how much time each week is spent managing or supervising team?
Choose the closest % for an average week.
Outside of your primary area, what other areas or departments of the Bank do you work with most often?
What would you like to see fixed or changed in the bank, bank office or, department that would improve the current workload/workflow and/or customer service?
What activities that you perform should either be eliminated, be the responsibility of another person or department, or be transferred out of your area? List any activities that are duplicative of another department and/or person and could be eliminated.
What activities are manually completed or require numerous steps or rework that you believe can be simplified? This would include Excel templates and Business Analytic (BA) reports.
List any employee, department, branch, or market procedures that if standardized, would improve productivity or create efficiency.
List the computer applications, workflows, software, or tools used to perform the activities listed in the previous section. Include Excel spreadsheets, Word documents, that are regular templates that facilitate the completion/automation of work, etc.
Rows Application, Workflows, Software, Tools Key activities or functions performed within the application
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Does your department experience any consistent systems-related problems that impact day-to-day operations?
Are there any improvements that should be made to the software applications? Please describe.
Are there areas of training that need greater attention and/or improvement? Please describe.

Rows	1 Not Avail.	2 Poor	3 Limited	4 Works well	5 Excellent
Customer can see deposit and loan accounts online.
Customer can transfer funds and pay bills through the online access.
Customer can open a new account online
Customer can apply for a loan online.
Customer can add External accounts to the bank online profile.

Rows	Primary Functions or Responsibilities	% of Time
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Rows	Application, Workflows, Software, Tools	Key activities or functions performed within the application
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Process Improvement Survey