Seven steps flowchart

1. Steps to Create a
Process Flowchart
7

2. 7 Steps to Create a Process Flowchart
1. Understand end goal
2. Determine scope
3. Brainstorm tasks
4. Identify owners
5. Arrange into sequence
6. Document into flowchart
7. Review with others

3. Step 1: Understand the End Goal
• Documentation
• Visualization
• Identify gaps and inefficiencies

4. Step 2: Determine Scope
• Identify process to focus on
• Define the boundaries
• Ensure scope will meet end goal

5. Step 3: Brainstorm Tasks
• Meet with users of process, not management
• Management = how it should be done
• Users = how it is done
• Use sticky notes for tasks
• Place on wall / whiteboard
• Move and adjust to sequence
• Take pictures of end result for documentation

6. Step 4: Identify Owners
• Walk through each task
• Cross-check with users to validate ownership
• Take note of owners not included in meetings

7. Step 5: Arrange into Sequence
• Put each step into sequence
• Don’t be afraid of making mistakes
• Be mindful of scope
• Input and outputs from other processes
just need to be identified, not detailed

8. Step 6: Document into Flowchart
• Utilize notes and pictures
• Tool used is not important
• Draw.io
• Microsoft Visio
• Microsoft Excel
• …

9. Step 7: Review with Others
• Proofread
• Spelling/grammar
• Naming conventions
• Numbering
• Data flow arrows
• Validate clear and concise
• Send flowchart to stakeholders
• Gain approvals
• Make adjustments as necessary