1 Process mapping template - Instructions The following two pages include simple templates for starting a process map –Process mapping shapes –Process mapping swim lanes To use the template: 1.Save the template with a new file name 2.Determine if your process map will use swim lanes or not 3.Insert a “new page” to create your process map –If you are using swim lanes, copy the swim lane structure to your new page. Delete swim lanes if you have fewer than 5 roles. Add swim lanes if you have more. –If you are not using swim lanes, start with a blank page 4.Copy and paste each process mapping shape to your new page to create your process flow 5.Connect shapes with either a straight arrow or elbow arrow connector to indicate information flow 6.Add titles and footers to each page, including the process name, who created the process, the date the process was made, and whether the process map is draft or final 7.Delete the instruction pages 8.Save the file often as you create it

2 Process mapping shapes Start Process Step End Process Step with Paper document Decision? Activity with System or Electronic Data Inefficiency Straight arrow connector Elbow arrow connector

3 Process mapping template with swim lanes ROLE #1 ROLE #2 ROLE #3 ROLE #4 ROLE #5

4 Process mapping template (example) Start Process Step End Process Step with Paper document Decision? Activity with System or Electronic Data ROLE #1 ROLE #2 ROLE #3 ROLE #4 ROLE #5 Inefficiency