Process Map Template
Analyze and document your team’s processes and outcomes with the process map template.
Trusted by 65M+ users and leading companies
About the Process Map Template
A process map template is valuable to document, analyze, and better understand your team’s business processes and associated outcomes. This process map template is organized by stages to help you record the objectives, activities, and deliverables during each step of a process. Use the template to improve your team’s organization, productivity, and communication by coming to a shared understanding of any kind of process.
What is the purpose of process mapping?
You would never think about setting out into the unknown without a map. A process map is no different. Process mapping is an effective exercise to assess, document, or strategize around any plan or approach your team might have. By breaking down the objectives, activities, and deliverables at any stage of a project, you can gain insight into whether you are on track or effectively working through a problem.
When to use the process mapping template
This process map template is set up to help teams increase efficiency. By seeing a process laid out on the page, teams can identify areas for improvement: how to streamline the process, improve communication, and create better documentation. Use process mapping tools when you need to assign stakeholders, define ownership and boundaries, clarify responsibilities, and establish metrics.
How to use the process map template
The goal of process mapping is to break down your project so that your teammates understand your objectives and how you plan to achieve them. By dividing the project into stages, you can avoid misunderstandings and ensure everyone is aligned before moving forward. Follow these steps to use the process map template:
Step 1: Define your goal
What is the problem you would like to solve? What’s the process you would like to visualize?
This is the time to think big. As you advance through your process map template, you’ll spend more and more time cutting your project up into bite-sized chunks. For now, though, feel free to set a broad goal.
Step 2: Brainstorm
What steps will you need to take to solve this problem? How will the process unfold?
Don’t get too bogged down in the order you must undertake the process. Focus on getting all the steps down on the board. Think about the stakeholders you will need to involve in this project. You can also brainstorm resources you’ll need to get the job done.
Step 3: Define success
How will you know when you’ve solved the problem? When is the process over?
Many teams skip this step, but it’s important not to neglect it. By defining clear metrics for success ― or even just a stopping point ― you give yourself something to work toward.
Step 4: Put things in order
What steps will you take to solve the problem? What is the order in which you must work to make sure the process gets done?
Now is the time to think linearly. Take all the raw material from your brainstorm and start putting things in order. If it’s too daunting to work linearly, start by defining what you’ll need to do first and last, and then work on everything in between.
Step 5: Draw it out
What does the problem look like? How can you visualize the process?
It’s time to put your process map template to work. Start by creating a key. The key should contain symbols that you’ll use throughout the process map.
You might need symbols representing activities, inputs, outputs, decisions, and endpoints. Use a system that is intuitive and scalable. For example, many people like to use arrows to indicate the flow of decision-making.
Step 6: Review the map
Are you in a good position to solve the problem? Does the process map look actionable and digestible?
Invite stakeholders to interrogate the map. Pay close attention to possible redundancies, bottlenecks, and problems with workflow. Go over each step to make sure they flow logically from one another. It might help to return to the documents from your brainstorm and make sure nothing was lost in translation.
What are the different types of process maps?
There are a few types of process maps that you can use: SIPOC map (Supplier, Input, Process, Output, and Customer), Deployment map, Swimlane map, and Value Stream Map. Each of these serves a different purpose for your organization and will produce additional insights into your business process mapping.
What are the three benefits of creating a process map?
When you have a process map template, you can quickly identify which stages in the process need automation and improvement. You can bring clarity to the current process status and communication between teams and departments.
What is a process map in project management?
The process map can help you visualize activities within any process. Project managers usually use it to know which steps are required to complete a project or workflow.
Get started with this template right now.
Stakeholder Mapping Template
Works best for:
Business Management, Mapping, Workflows
A stakeholder map is a type of analysis that allows you to group people by their power and interest. Use this template to organize all of the people who have an interest in your product, project, or idea in a single visual space. This allows you to easily see who can influence your project, and how each person is related to the other. Widely used in project management, stakeholder mapping is typically performed at the beginning of a project. Doing stakeholder mapping early on will help prevent miscommunication, ensure all groups are aligned on the objectives and set expectations about outcomes and results.
Meeting Reflection Template
Works best for:
Meetings, Brainstorming, Team Meetings
When schedules get hectic, “learning by doing” becomes the default way to learn. So make time for your team to learn in other valuable ways — by reflecting and listening. Led by “learners,” (team members who share with the rest of the team), a meeting reflection lets teammates share new information about a client’s business or an internal business initiative, offer problem-solving techniques, or even recommend books or podcasts worth checking out. Meeting reflections also encourage colleagues at all levels to engage in each other’s professional development of their teammates.
Async Roadmap Sharing
Works best for:
Roadmaps, Planning, Mapping
Async Roadmap Sharing template facilitates asynchronous collaboration on roadmap planning and execution. By providing a centralized platform for sharing updates, feedback, and insights, teams can ensure alignment and transparency across distributed teams. This template promotes flexibility and inclusivity, allowing team members to contribute to roadmap discussions at their own pace and asynchronously across different time zones.
Infographic Template
Works best for:
Marketing, Desk Research, Documentation
As we bet you’ve experienced, data can get pretty dense and dry. But you need it to be compelling, memorable, and understandable. The solution? Infographics. These are tools that let you present information in a visually striking way and turn quantitative or qualitative data into stories that engage and resonate. Whoever you’ll be presenting to — customers, donors, or your own internal teams — our template will let you design an infographic that combines text and visuals to break down even the most complicated data.
121 Kanban
Works best for:
Kanban Boards, Agile Methodology, Agile Workflows
121 Kanban template streamlines task management by providing a structured framework for prioritization and execution. It encourages a focused approach to task completion by limiting work in progress (WIP) and promoting collaboration between team members. With clear visualization of tasks and progress, teams can maintain workflow balance and deliver high-quality results efficiently.
Team Charter Template
Works best for:
Meetings, Workshops, Team Meetings
A team charter is a document that outlines your team’s purpose and objectives, as well as steps you will take to reach your goals. The team charter illustrates the focus and direction for all team members. When created collaboratively, the team charter is a great way for individuals to feel even more connected to one another within the group. A team charter template is useful when you’re first establishing a new team, adding new members to an existing team, or when you need to better align regardless of your team’s tenure.