Process-based management: A four-phase approach: Guidance

Implement part — or all — of the four phases of process-based management (PBM) within your organization. This document outlines the important steps to follow when implementing PBM.

Get your downloadable electronic copy.

Download Now

Have you considered using PBM to help your organization achieve their strategic objectives? Process-Based Management: A Four-Phase Approach: Guidance will help you:

  • understand and meet customer expectations
  • transform to a process-centred employee mindset
  • manage end-to-end processes
  • integrate diverse initiatives
  • manage process-related measurement and rewards

Learn about the four phases of the PBM journey that:

  • identify your organization’s current state of process and opportunities for improvement
  • address and identify the gaps in what needs to occur for your organization’s long-term success
  • explain the requirements for accomplishing and managing individual processes
  • explain the management and implementation of cross-process relationships


Jointly presented by CPA Canada and CPA Ontario, The ONE is the must-attend, multi-track event of the year, designed for all CPAs who want to be at the top of their game.

Our Firm Directory allows you to search for Canadian CPA firms using our interactive map as well as other criteria.

You’re in the eye of the storm amid a swirl of slips, forms and receipts. Chart your way through tax-time turbulence with these updates and resources.