Process Map Template
Analyze and document your team’s processes and outcomes with the process map template.
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.
Opportunity Canvas Template
Works best for:
Leadership, Decision Making, Strategic Planning
Features and capabilities — they make or break a product, which is why companies spend so much time and effort focusing on them. Sound like you? Try it with an Opportunity Canvas. This streamlined one-pager gives you and your team the power to improve your product by exploring the use cases, potential setbacks, strategies, challenges, and metrics. An Opportunity Canvas is ideal if you’ve already built a product, because you don’t need to consider the operational or revenue model.
Milestone Chart Template
Works best for:
Project Management, Strategic Planning, Project Planning
When your team is collaborating on a large project, keeping track of the many tasks and multiple timelines can be a challenge. That’s why you need a milestone chart. These visual representations of important project events will make it simple for your team to stay on schedule and reach goals on time. And it’s so easy to get started — just determine the major milestones, use our template to create a milestone chart, and define the key dates and deliverables each milestone will require.
4Ps Retrospective
The 4Ps Retrospective template offers a structured framework for teams to reflect on past iterations or projects using the 4Ps model (Praise, Problems, Possibilities, and Plans). It provides elements for sharing positive feedback, identifying challenges, exploring opportunities, and setting action plans. This template enables teams to conduct retrospectives systematically, generate actionable insights, and drive continuous improvement. By promoting a balanced and comprehensive approach, the 4Ps Retrospective empowers teams to enhance collaboration, boost morale, and achieve their objectives effectively.
Meeting Organizer Template
Works best for:
Meetings, Workshops, Project Planning
When it comes to ideas generated during a meeting, you want quantity AND quality. So why choose? Our meeting organizer template will maximize your meeting’s chances of yielding lots of great ideas. It will give you a simple, efficient way to design any activity (including meetings and daily planning) and make sure remote teammates know just what the meeting aims to accomplish. And you can give your meeting organizer power by connecting Miro to your favorite apps and services: Atlassian’s JIRA, Google Drive, Slack, Trello, DropBox and OneDrive.
Production Timeline Template
Works best for:
Project Management
The Production Timeline Template is a visual roadmap, systematically outlining the sequence of activities, tasks, and milestones of a project over a defined timeframe. This graphical representation ensures clarity and direction for project teams, allowing everyone to see the project's entirety in one consolidated view. One of its standout benefits is fostering team alignment. By visually laying out tasks and deadlines, team members clearly understand their roles, responsibilities, and timelines, ensuring harmonious collaboration and reducing potential miscommunication or overlaps. This alignment streamlines the workflow and significantly enhances overall project efficiency.
The Product Hunt
Works best for:
Product Management, Planning
The Product Hunt template provides a platform for collecting and prioritizing product ideas. By allowing teams to submit, review, and vote on ideas, this template fosters a culture of innovation and collaboration. With features for categorizing ideas, tracking progress, and celebrating successes, it promotes transparency and engagement across teams. This template serves as a central hub for capturing and nurturing innovative ideas, driving continuous improvement and product innovation.