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Process Mapping

Process mapping is a workflow diagram to provide a clear understanding of a business process or series of parallel processes. It is used as part of a process improvement activity and often follows seven main steps to construct the process flowchart. The text below offers some guidance.

Step 1: Determine the boundaries
Where does a process begin?
Where does a process end?

Step 2: List the steps
Use a verb to start the task description
The flowchart can either show sufficient information to understand the general process flow or detail every finite action and decision point.

Step 3: Sequence the steps
Use Post-it notes so you can move tasks
Do not draw arrows until later

Step 4: Draw appropriate symbols
Start with the basic symbols

• Ovals show input to start the process or output at the end of the process.
• Boxes or rectangles show task or activity performed in the process.
• Arrows show process direction flow.
• Diamonds show points in the process where yes/no questions are asked or a decision is required.

Usually there is only one arrow out of an activity box. If there is more than one arrow, you may need a decision diamond. If there are feedback arrows, make sure feedback loop is closed; i.e. it should take you back to the input box.

Step 5: System model
Draw charts using system model approach:

• Input – use information based upon people. Machines, material, method, and environment.
• Process – use subsets of processes in series or parallel
• Output – use outcomes or desired results
• Control – use best in class business rules
• Feedback – use information from surveys or feedback

Step 6: Check for completeness
Include pertinent chart information, using title and date for easy reference.

Step 7: Finalize the flowchart
Ask if this process is being run the way it should be
Are people following the process as charted?
Is there a consensus?
What is redundant; add what is missing.

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