Process flowchart template

Use the process flowchart template to visualize every step with clarity. Define each stage, clarify roles and responsibilities, and create a simple yet effective process flowchart to visually depict the workflow.

A process flowchart is a visual representation that outlines the sequence of steps, decisions, and interactions involved in completing a task or achieving a specific outcome. This visual guide, also known as a process flow diagram, is essential for understanding the flow of information, materials, and actions within a process. It helps teams identify bottlenecks, inefficiencies, and areas for improvement, making it easier to streamline operations.

Benefits of creating a process flowchart diagram

• Improves clarity and understanding of a process
• Fosters collaboration and communication among distributed team members
• Embraces continuous improvement by optimizing processes and workflows
• Reduces 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 information.

Step 1: Identify a process to map

To get started, clearly define the process you want to map and scope. Identifying boundaries 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 team members 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: Avoid unnecessary complexity. Use simple language and the correct symbols to ensure everyone can follow the process.
• Add context and descriptions: For complex steps or decisions, add brief descriptions or annotations to provide context. Utilize swimlanes or callouts to indicate responsibilities or additional information.‍
• 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.