{"id":30749,"date":"2020-12-19T04:48:11","date_gmt":"2020-12-19T04:48:11","guid":{"rendered":"https:\/\/staging-mondaycomblog.kinsta.cloud\/?post_type=pm&#038;p=30749"},"modified":"2024-11-25T14:44:14","modified_gmt":"2024-11-25T14:44:14","slug":"process-map-template","status":"publish","type":"post","link":"https:\/\/monday.com\/blog\/project-management\/process-map-template\/","title":{"rendered":"Process Map Templates Explained"},"content":{"rendered":"<p>Process mapping is the solution to your workflow woes if you tend to feel like there are a lot of gray areas and blind turns that slow down your process flow. By including the people involved in a project in the process mapping technique, you can come out not only with a detailed <a href=\"https:\/\/monday.com\/blog\/work-management\/how-to-build-a-process-map-in-6-steps-best-practices\/\">process map<\/a> but a project management tool that can be cross-functional for anyone in your organization.<\/p>\n<p>In this blog, we\u2019ll dive straight into the topic by covering structure, like types of process map symbols, the benefits of creating a detailed process map, and carefully outline each step in an effective process flow.<\/p>\n<p style=\"text-align: center;\"><span data-sheets-root=\"1\"><a data-title=\"Hey there!\" data-subtitle=\"Enter your details to begin download\" data-formid=\"f998fd70-8a56-472f-9a09-acb76d020065\" class=\"cta-button gated-cta-button blue-button\" aria-label=\"Get the template\" href=\"https:\/\/learn.monday.com\/hubfs\/SEO%20Blog%20Gated%20Content\/Process_Map_Template.xlsx\" target=\"_self\">Get the template<\/a><\/span><\/p>\n<h2>What is process mapping?<\/h2>\n<blockquote><p>Process mapping provides a visual representation of all the steps necessary to complete a process. You\u2019ll often hear it called a process flowchart, workflow map, or business process mapping.<\/p><\/blockquote>\n<p>There are a variety of process maps and there are even more names than the ones mentioned above, like stream maps or high-level process maps.\u00a0Business process mapping is <a href=\"https:\/\/monday.com\/blog\/project-management\/project-lifecycle-getting-chaos-control\/\" target=\"_blank\" rel=\"noopener noreferrer\">an important step in your project\u2019s life cycle<\/a>. When done right, it will carefully map each step necessary to complete your project on time and to the satisfaction of your stakeholders or customers.<\/p>\n<p>More often than not, a process map is used by process improvement teams, but you\u2019ll still find project managers who use it to visually describe the project\u2019s workflow.\u00a0Generally, you\u2019ll map out your current process, so you have a frame of reference. Next, you\u2019ll map out your ideal process and perform a gap analysis between the two, so you can figure out how to get from \u201cas is\u201d to \u201cto be\u201d as quickly as possible.<\/p>\n<h3>What is the connection with Six Sigma?<\/h3>\n<p>Six Sigma gives you the tools and techniques to solve complex problems and identify process improvement opportunities. Ultimately, it aims to speed up your processes and reduce the amount of variability and defective elements in your workflow. The most common methodology of Six Sigma is <a class=\"wpil_keyword_link \" title=\"DMAIC\" href=\"https:\/\/monday.com\/blog\/project-management\/dmaic-template\/\" target=\"_blank\" rel=\"noopener\" data-wpil-keyword-link=\"linked\">DMAIC<\/a>, and it\u2019s used for existing products or processes that aren\u2019t meeting customer or stakeholder satisfaction.<\/p>\n<p>Here\u2019s what DMAIC stands for:<\/p>\n<ul>\n<li><strong>Define: <\/strong>determine the issues you\u2019re facing, opportunities for improvement, and customer requirements.<\/li>\n<li><strong>Measure: <\/strong>analyze your current internal processes, metrics measured, and current output capabilities. Here\u2019s where you create a process map to better understand where things are going wrong.<\/li>\n<li><strong>Analyze:<\/strong> determine what\u2019s causing deviations or disruptions to your process.<\/li>\n<li><strong>Improve:<\/strong> make changes to your process based on your research and ensure all process disruptions or deviations are addressed. At this stage you\u2019d map out your new and improved process.<\/li>\n<li><strong>Control:<\/strong> make regular adjustments to ensure you get continuous improvement with your current and future processes.<\/li>\n<\/ul>\n<p>There\u2019s also DMADV, which is used when developing new products or processes. Instead of the improve and control stages, you swap those out for design and verify.<\/p>\n<h2>What are the benefits of process map templates?<\/h2>\n<p>There are plenty of benefits to process mapping, but here are three of the standouts:<\/p>\n<h3>Turning complexity to simplicity<\/h3>\n<p>Process mapping is a key part of the project planning process that provides clear documentation for the project. It showcases each process broken down into a logical flow with clear symbols that make it easy to follow.<\/p>\n<a class=\"twitter-box\" arial-label=\"Tweet\" target=\"_blank\" onclick=\"window.open(this.href,'targetWindow','toolbar=no,location=no,status=no,menubar=no,scrollbars=yes,resizable=yes, width=800,height=450'); return false;\" href=\"https:\/\/twitter.com\/intent\/tweet?text=\">When creating a business process map, it\u2019s important to remember that perfect is the enemy of good. Your process map will change, so it\u2019s best not to obsess too long over trying to make it perfect. Aim for good, and you\u2019ll be in great shape.<span><\/span><\/a>\n<h3>Improving team collaboration<\/h3>\n<p>A process map provides a clear workflow that gets everyone on the same page and acts as a North Star for the project. It\u2019s easier to assign roles, responsibilities, and process ownership. This also provides some much-needed clarity to team members, project managers, and stakeholders.<\/p>\n<h3>Increasing efficiency and providing clarity<\/h3>\n<p>A process map will also aid in decision-making, problem-solving, and contingency planning. When performed correctly, it will easily identify redundancies, bottlenecks, problems, delays, waste, and repetitive work. You\u2019ll be able to further facilitate smooth hand-offs and identify scope, so you\u2019re working on what truly matters.<\/p>\n<p style=\"text-align: center;\"><a class=\"cta-button blue-button\" aria-label=\"Get the template\" href=\"https:\/\/auth.monday.com\/users\/sign_up_new\" target=\"_blank\">Get the template<\/a><\/p>\n<h2>What are the process map template steps?<\/h2>\n<p>For starters, you\u2019ll need ample space to start process mapping. A whiteboard is a flexible and forgiving option when creating a process map. So are sticky notes on a window or drawing on paper if you\u2019re in a pinch. However, many companies now use process mapping software for their business process mapping needs, since they make changes easier and can save you time by letting you work from a template.<\/p>\n<p>Now that you have a medium, it\u2019s time to outline the first step:<\/p>\n<h3>1. Identify the problem<\/h3>\n<p>Answer the questions, \u201cWhat needs visualization?\u201d and \u201cWhat problem are we trying to solve?\u201d It\u2019s important to go deep when identifying the problem and break it down as much as possible, so it\u2019s easy for everyone to understand. Having categories will prepare you for step two.<\/p>\n<h3>2. Give your flowchart some structure<\/h3>\n<p>Identify a swimlane for each functional area of the project and determine boundaries for the entire process (i.e., when it starts and stops). The graphic below has clear swimlanes for each functional area of creating a pizza. As you can see, the workflow chart passes tasks through every inch of the swimlane diagram at some point or another.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-30801 size-full\" title=\"Process Mapping Example\" src=\"https:\/\/www.monday.com\/blog\/wp-content\/uploads\/2020\/12\/Process-Mapping-Example.png\" alt=\"Learn about swimlanes in process mapping with this pizza place example.\" width=\"1510\" height=\"1129\" srcset=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/12\/Process-Mapping-Example.png 1510w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/12\/Process-Mapping-Example-300x224.png 300w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/12\/Process-Mapping-Example-1024x766.png 1024w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/12\/Process-Mapping-Example-768x574.png 768w\" sizes=\"(max-width: 1510px) 100vw, 1510px\" \/><\/p>\n<p>(<a href=\"https:\/\/www.health.state.mn.us\/communities\/practice\/resources\/phqitoolbox\/swimlanemap.html\" target=\"_blank\" rel=\"nofollow noopener noreferrer\">Image Source<\/a>)<\/p>\n<h3>3. Write down each step of the process in a verb\/noun format<\/h3>\n<p>Now that you\u2019ve determined the problem and given your process map some structure, it\u2019s time to assess each step of the process. It\u2019s best to write each step as a verb\/noun combo such as, \u201ccreate checklist\u201d or \u201cdeliver packet,\u201d to make each step clear and actionable. Try to strike the right balance between too much detail and too little, so the process map stays simple but effective.\u00a0Keep asking yourself, \u201cWhat comes next?\u201d until the process is complete.<\/p>\n<h3>4. Create an order or hierarchy for the process<\/h3>\n<p>After identifying all the steps, it\u2019s time to take a step back and ensure they\u2019re all in the right spot. If they\u2019re not, go ahead and place them in the proper order.<\/p>\n<h3>5. Analyze the process map and make necessary adjustments<\/h3>\n<p>Finally, take your time and carefully review your new process map to determine if any process improvements are visible or if there\u2019s a step you want to give special attention to.<\/p>\n<p>It\u2019s usually in the fifth step that you\u2019ll detect:<\/p>\n<ul>\n<li><strong>Value-added activities<\/strong> that directly contribute to creating products or services your customer or stakeholders desire.<\/li>\n<li><strong>Non-value added activities<\/strong> that use resources but don\u2019t directly contribute to the end product or service.<\/li>\n<li><strong>Mandated necessary steps<\/strong> that may be required by regulation, statute, or rules.<\/li>\n<li><strong>Handoffs, rework, waste, and other activities that you can eliminate<\/strong> to create a streamlined process map that has more value to your business, customers, and stakeholders.<\/li>\n<\/ul>\n<p>Last but not least, get stakeholders to sign off on it so that you can put a bow on the process map and start using it.<\/p>\n<p style=\"text-align: center;\"><a class=\"cta-button blue-button\" aria-label=\"Get the template\" href=\"http:\/\/auth.monday.com\/solutions\/add_solution?solution_id=10047037\" target=\"_self\">Get the template<\/a><\/p>\n<h2>What do the process mapping symbols mean?<\/h2>\n<p>Business process mapping is often simple, but only if you understand the proper flow for creating one and the symbols commonly used.<\/p>\n<p>There are quite a few shapes in a detailed flowchart, but here are a few common examples:<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-30806 size-full\" title=\"Process mapping symbols defined\" src=\"https:\/\/www.monday.com\/blog\/wp-content\/uploads\/2020\/12\/Process-mapping-symbols-defined.png\" alt=\"Each of the process mapping symbols has a distinct shape that indicates a key point in the project's evolution.\" width=\"1836\" height=\"1470\" srcset=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/12\/Process-mapping-symbols-defined.png 1836w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/12\/Process-mapping-symbols-defined-300x240.png 300w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/12\/Process-mapping-symbols-defined-1024x820.png 1024w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/12\/Process-mapping-symbols-defined-768x615.png 768w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/12\/Process-mapping-symbols-defined-1536x1230.png 1536w\" sizes=\"(max-width: 1836px) 100vw, 1836px\" \/><\/p>\n<p>(<a href=\"https:\/\/www.lucidchart.com\/pages\/process-mapping\" target=\"_blank\" rel=\"nofollow noopener noreferrer\">Image Source<\/a>)<\/p>\n<p>In this flowchart:<\/p>\n<ul>\n<li><strong>Ovals<\/strong> represent terminal activity, or starts and stops.<\/li>\n<li><strong>Boxes <\/strong>represent steps in the process where people perform tasks or activities.<\/li>\n<li><strong>Parallelograms<\/strong> require input or output.<\/li>\n<li><strong>Rombi or diamonds<\/strong> signify steps in the work process that are a decision point.<\/li>\n<li><strong>A bullet shape <\/strong>(square with a rounded edge) represents a temporary delay.<\/li>\n<li><strong>Squares<\/strong> with a wavy bottom indicate the use of a written document.<\/li>\n<li><strong>Arrows<\/strong> demonstrate the flow between each task or step in the workflow diagram.<\/li>\n<\/ul>\n<h2><strong>Should I use a process map template?<\/strong><\/h2>\n<p>In general, it&#8217;s a good idea to use a process mapping template. After all, it could be the difference between a basic flowchart and a tool with the right level of detail to get you from A to Z in the most seamless way possible. As you will see, process mapping templates will be a valuable tool for\u00a0documenting, analyzing, and better understanding your <a href=\"https:\/\/monday.com\/blog\/work-management\/business-processes\/\">team&#8217;s business processes<\/a> and associated outcomes. Also called process map templates, these models will help you create process maps much faster and much more uniform, so you can re-use them again and again.<\/p>\n<p>In basic process maps in Excel or other process flow map templates out there, the immediate benefits are that you can quickly identify which stages in the process need revamping. You can also bring clarity to the current process status and communication between teams, departments, and stakeholders.<\/p>\n<h2>monday.com helps you find your flow throughout your project<\/h2>\n<p>monday.com is a different type of work process software. While it doesn\u2019t create process maps, this Work OS does help you visualize and automate your workflows, so you\u2019re not tied to manual data entry and repetitive actions. monday.com is <a href=\"https:\/\/monday.com\/s\/workflow-management-software\" target=\"_blank\" rel=\"noopener noreferrer\">workflow software<\/a> that compliments your process map. It\u2019s where you can take the steps from your map and integrate them into your actual work. monday.com lets you plan, automate, monitor, and report on your workflows so you execute and improve them.<\/p>\n<p>Instead of just plotting your process steps on paper or in a chart, with monday.com you can build the workflows, assign team members, automate notifications and alerts, and monitor progress for delays and bottlenecks. Our Work OS also provides a handy centralized location for you to store your process documentation. So that everyone on your team is on the same page and can easily start executing your plan.<\/p>\n<p>Facilitating communication and collaboration amongst process improvement teams and project managers is where monday.com really shines.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-large wp-image-100506\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/12\/Process-map-board-1-1024x506.png\" alt=\"\" width=\"1024\" height=\"506\" srcset=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/12\/Process-map-board-1-1024x506.png 1024w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/12\/Process-map-board-1-300x148.png 300w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/12\/Process-map-board-1-768x379.png 768w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/12\/Process-map-board-1.png 1424w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p>As you begin your process mapping journey, keep in mind that a complimentary software solution like monday.com can take your work to new heights.<\/p>\n<h2>Get started with process mapping<\/h2>\n<p>Process mapping is your ticket to smoother planning and fewer hiccups \u2014 start setting up your process map on monday.com<\/p>\n<p style=\"text-align: center;\"><a class=\"cta-button blue-button\" aria-label=\"Get the template\" href=\"http:\/\/auth.monday.com\/solutions\/add_solution?solution_id=10047037\" target=\"_self\">Get the template<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Process mapping is the solution to your workflow woes if you tend to feel like there are a lot of gray areas and blind turns that slow down your process flow. By including the people involved in a project in the process mapping technique, you can come out not only &#8230;<\/p>\n","protected":false},"author":5,"featured_media":100500,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_yoast_wpseo_title":"Process Map Templates Explained %%page%% %%sep%% %%sitename%%","_yoast_wpseo_metadesc":"Learn what steps you take to build your own process map, and how process mapping can simplify even the most complex of tasks.","monday_item_id":18059526383,"monday_board_id":0,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[13904],"tags":[],"class_list":["post-30749","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-project-management"],"acf":{"lobby_image":{"ID":100500,"id":100500,"title":"Process Map 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