Process Mapping
Process mapping is a visual method for documenting how a process works from start to finish. It helps teams see the full picture - every step, decision point, and handoff - so they can spot problems and design improvements.

Process mapping is a method you can use for analysing and understanding processes within a business. It's a visual way of representing the steps in a process, from the beginning to the end, using a series of symbols and flowchart elements. Think of it as a diagram that shows you how a task is completed, who does what, and what happens next. It's like having a map for a journey, but instead of finding your way to a holiday destination, you're navigating through the actions and decisions that make up a piece of work.
What is process mapping?
Process mapping is all about clarity. It's a tool that helps everyone in an organisation understand how things are done. When you look at a process map, you see the sequence of events that take a task from start to finish. It's not just about drawing boxes and arrows - it's about capturing the real-life flow of work. This can include the tasks performed, the people or departments involved, the decisions made, and the interactions between different steps.
Making a process map starts with identifying the process you want to understand better. Then, you gather information by observing the process, asking questions, and collecting data. This research is what you'll use to draw the map. It's not just a pretty picture – it's a practical tool that helps you see where things are working well and where they could be improved.
By using a process map, you can ensure that everyone is on the same page. It's like a shared language that helps reduce confusion and makes it easier for people to see how their work fits into the bigger picture. This can lead to better communication, fewer mistakes, and a more efficient way of working.
The history of process mapping
The roots of process mapping go way back, and it's been evolving ever since. The idea of visually representing processes has been around for centuries, but it really started to take shape in the early 20th century with the rise of industrial engineering. People like Frank and Lillian Gilbreth are credited with creating the first formal process charts in the 1920s.
These early maps were all about improving efficiency and productivity in manufacturing. They helped managers and workers see the sequence of actions needed to assemble a product, for example. This was important because it allowed them to spot any unnecessary steps or delays that could be cut out or streamlined.
Since then, process mapping has spread to all kinds of organisations, from hospitals to software companies. It's not just for manufacturing anymore. Any process, whether it's making a car or admitting a patient to a hospital, can be mapped and improved. The method has grown and developed over time, with new symbols and techniques being added to make it even more useful.
Process mapping and organisational improvement
Now, you might be wondering why you should bother with process mapping. Well, it's all about making things better. When you map a process, you make the hidden visible. You can see the flow of work in a way that's just not possible by looking at a list of tasks or reading a job description. It's like turning on a light in a dark room – suddenly you can see what's there.
One of the biggest benefits of process mapping is that it helps you find and fix problems. Maybe there's a step that always causes delays, or a decision point where things often go wrong. When these issues are hidden in the everyday hustle and bustle, they're hard to tackle. But once they're laid out on a map, you can start to make changes.
Process mapping also supports continuous improvement. It's not just about fixing one-off problems; it's about looking for ways to make the whole process smoother and more efficient over time. By regularly updating your process maps, you can keep track of changes and see the impact they're having. This means you can keep getting better and better at what you do.
When you're creating a process map, you'll use a range of symbols and elements to represent different parts of the process. Each symbol has a specific meaning, and using them correctly is what makes a process map clear and easy to understand.
List of Process Mapping Symbols
This is a list of process mapping symbols. If you're new to process mapping you'll likely only need the first 2 sections to start with.
Process & operation symbols
Symbol
Name
Description

Process
The most common shape you'll see in a process map - represents an operation, task or action.

Subroutine
A subroutine is a series of tasks which form a larger process or relate to a bigger process outside the process map.

Alternate Process
An alternative process. This is usually represented with a dashed connector line leading to it.

Delay
This references a waiting period - either intentionally or due to external factors outside the process.

Preparation
This is a preparatory step that's there to set up another step in the process.

Manual Loop
Command sequence that repeats until it's manually stopped.

Loop Limit
Command sequence that repeats until it's manually stopped.
Process & operation symbols
Symbol
Name
Description

Arrow
Arrows connect and join aspects of the process flow together.

Terminator
This symbolises the end of a process or workflow.

Decision
Represents a point where a decision needs to be made or choice is taken.

Connector
Use this to connect processes on a different map or page.

Off-Page Connector
Indicates that the process continues on a different page or area.

Merge
Where two or more processes converge or come together.

Extract
Shows where a process divides into separate but equal flows.

Or
When a process diverges into two or more different streams.

Summoning or Junction
Where multiple sub-processes converge int.o one, single process
Process & operation symbols
Symbol
Name
Description

Input/Output or Data
When data enters or leaves the process. Receiving a doc is an input, creating a doc is an output.

Document
Represents when a document in generated within the process.

Multiple Documents
Represents when multiple documents are generated in the process.

Display
A step where information is shown to a person.

Manual Input
A point where data or information is manually inputted.
What can a process map be used for?
Process maps are incredibly versatile, and you can use them in all sorts of situations. Here are eight examples of how they can be put to work:
- Onboarding New Employees: When someone new joins your team, a process map can show them how things are done. It's a visual guide that can help them get up to speed quickly and understand their role in the organisation.
- Improving Customer Service: By mapping out the steps in your customer service process, you can see where customers might be getting stuck or frustrated. This can help you make changes to improve their experience.
- Developing New Products: A process map can help you plan out the steps needed to bring a new product to market. It can ensure that everyone involved knows what needs to be done and when.
- Managing Projects: For any project, a process map can be a valuable tool for planning and tracking progress. It can help you see the big picture and make sure all the pieces fit together.
- Streamlining Workflows: If your work seems slow or complicated, a process map can show you why. It can help you find ways to streamline tasks and make your whole workflow more efficient.
- Compliance and Auditing: Process maps can be used to make sure you're following regulations and standards. They provide a clear record of what you're supposed to be doing and can be used as evidence for auditors.
- Health and Safety: You can use process maps to plan out safe working practices and emergency procedures. They make sure everyone knows what to do in case of an accident or incident.
- Software Development: In software development, process maps can help you understand and improve your development lifecycle. They can show you where bottlenecks are and help you find ways to speed up the process.
Each of these examples shows how process maps can be adapted to different needs and situations. They're not just one-size-fits-all diagrams – they're flexible tools that you can tailor to suit your organisation.
Process mapping combined with Agile and Lean methodologies
Agile and Lean are two methodologies that focus on making organisations more flexible and efficient. Process mapping fits right in with these approaches. It's all about understanding your processes so you can make them better, and that's exactly what Agile and Lean are about.
In Agile, the emphasis is on flexibility and responsiveness. Process maps can help Agile teams see how their work fits into the wider organisation. They can also be used to plan sprints and track progress. By having a visual representation of the process, Agile teams can adapt more quickly to changes and make sure they're always working on the most important tasks.
Lean is about cutting waste and making sure every part of the process adds value. Process maps are a key tool for Lean practitioners because they show where there might be unnecessary steps or delays. By mapping out a process, you can identify parts that don't add value and find ways to eliminate them.
Both Agile and Lean are about continuous improvement, and that's exactly what process mapping supports. By regularly reviewing and updating your process maps, you can keep on making your work more efficient and effective.
Summary
Process mapping is a powerful tool that can help you understand and improve the way you work. It's about making the invisible visible, finding and fixing problems, and driving continuous improvement. By using a consistent set of symbols and elements, you can create clear and helpful maps that everyone in your organisation can use.
Whether you're onboarding new employees, improving customer service, or streamlining workflows, process maps can be tailored to meet your needs. And when combined with Agile and Lean methodologies, they become even more powerful. Process maps are not just diagrams – they're a way to make your organisation better, one step at a time.
Remember, the journey to improvement is ongoing, and with process maps in your toolkit, you're well equipped to navigate the path ahead.
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