Process flowchart template

Use the process flowchart template to clearly visualize all the steps involved in getting from A to B. Define a step-by-step process, clarify roles and responsibilities, and create a simple flowchart that visualizes a process.

A process flowchart is a visual representation of a workflow that illustrates the sequence of steps, decisions, and interactions involved in completing a task or achieving a specific outcome. 

Process diagrams should provide a clear, step-by-step visual guide to understand the flow of information, materials, and actions within a process, allowing teams to identify bottlenecks, inefficiencies, and areas for improvement.

The process flowchart template helps teams:

• Improve the clarity and understanding of a process

• Foster collaboration and communication among distributed team members

• Embrace continuous improvement by optimizing processes and workflows

• Reduce errors and mistakes by visually mapping out the steps of a process

How to use the process flowchart template

Using the template as a starting point, identify the process you want to map and invite collaborators to help add in extra details and important information.

Step 1: Identify a process to map

To get started, clearly define the process you want to map and its boundaries. Determining the scope of the process will help you define a clear starting point and natural conclusion.

Step 2: Add each step of the process

Use the corresponding flowchart shapes to add the process. 

Include the process beginning and end, key actions, necessary decisions, delays, and any documents or resources that are relevant to the process.

Step 3: Arrange and organize

Arrange the flowchart elements logically, ensuring a clear sequence of steps.

Step 4: Take into account other actors and responsibilities

Flowcharts don’t often happen in a vacuum. If your process has multiple collaborators, add each one to a column and map out how their responsibilities affect the process steps.

Step 5: Review and refine

Seek feedback from team members and refine the flowchart until it accurately represents the process.

Step 6: Share and Implement: 

Once finalized, share the flowchart with stakeholders and implement any process improvements identified.

Tips for better process flowcharts

• Keep it simple and clear: Try to avoid any unnecessary complexity, use simple language and make sure you select the right symbols for each element of the flowchart so that team members can understand and follow the process.

• Add context and descriptions: Add brief descriptions or annotations for complex steps or decision points to provide additional context to readers. Consider using the swimlanes in the chart template or add callouts to indicate responsibilities or additional information related to specific parts of the process.‍

• Involve relevant stakeholders: Be sure to collaborate with subject matter experts and team members who are directly involved in the process. Gathering insights from various perspectives ensures the flowchart accurately represents the real workflow.