Process mapping template - Instructions
•
The following two pages include simple templates for starting a process
map
– Process mapping shapes
– Process mapping swim lanes
•
To use the template:
1. Save the template with a new file name
2. Determine if your process map will use swim lanes or not
3. Insert a “new page” to create your process map
– If you are using swim lanes, copy the swim lane structure to your new page. Delete
swim lanes if you have fewer than 5 roles. Add swim lanes if you have more.
– If you are not using swim lanes, start with a blank page
4. Copy and paste each process mapping shape to your new page to create your
process flow
5. Connect shapes with either a straight arrow or elbow arrow connector to indicate
information flow
6. Add titles and footers to each page, including the process name, who created
the process, the date the process was made, and whether the process map is
draft or final
7. Delete the instruction pages
8. Save the file often as you create it
1
Process mapping shapes
Start
Decision?
Straight arrow connector
Process Step
Activity with
System or
Electronic Data
Elbow arrow connector
Process Step with
Paper document
End
Inefficiency
2
ROLE #5
ROLE #4
ROLE #3
ROLE #2
ROLE #1
Process mapping template with swim lanes
3
ROLE #2
ROLE #1
Process mapping template (example)
Start
Process Step
Process Step with
Paper document
Decision?
Activity with
System or
Electronic Data
End
ROLE #5
ROLE #4
ROLE #3
Inefficiency
4
0
