The document outlines seven essential steps to create a process flowchart, including understanding the end goal, determining scope, brainstorming tasks, identifying owners, arranging tasks in sequence, documenting the flowchart, and reviewing it with others. Each step emphasizes collaboration with users and validation of information to ensure accuracy and clarity. Tools for documentation are suggested but not specified as crucial, and reviewing with stakeholders is highlighted for approval.

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