How to Create a Workflow Chart

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A workflow diagram shows the steps that must be taken to achieve a particular objective. Learn how to create a workflow diagram and the background of workflow chart templates.

 

What Is a Workflow Diagram?

A workflow diagram, also referred to as a workflow chart or a process flow diagram, is a diagram that shows how business operations and processes are carried out. This kind of diagram is used by businesses to organize workflow analysis and streamline processes. These flowcharts show the various steps required to achieve a goal, prevent bottlenecks, and specify which team members complete tasks when.

 

Workflow vs. Flowchart: What's the Difference?

Workflow refers to the actions and procedures a team takes to accomplish a goal. To simplify the process, a flowchart assigns the tasks and visually outlines these steps.

 

A Brief History of the Workflow Diagram

Various industries have used activity diagrams to streamline work processes throughout history. Consider the following flowchart iterations:

1. Flow process diagram: Engineers and efficiency experts In 1921, Frank and Lillian Gilberth invented the flow process chart. This concept was based on mechanical engineer Henry Gantt's Gantt Chart, a diagram tool used to support time management by charting the relationship between activity and time.

2. Architects: The Gilberths presented their model for process improvement to the American Society of Mechanical Engineers. Business leaders took notice, and throughout the 1930s, industrial engineer Allan H. Mogensen, known as the "Father of Simplicity," taught team members and leaders about such process diagrams.

3. Post-war: Following World War II, manufacturing resumed, and these process workflows became more common in various departments across various industries. The United States Navy, the Department of Defense, and the Apollo program, for example, all implemented variations on this process mapping.

4. Process improvement: Companies seeking globalization in the 1980s focused on process improvement in production and manufacturing. Flowcharts were an important part of Six Sigma, a quality improvement methodology.

5. Workflow management: Traditionally, companies used workflow diagrams for operations and production, such as providing process steps for assembly lines. Today, digital workflow management programs and data flow diagrams are used in a variety of industries, including technology and media. These tools can help with onboarding new employees and demonstrating to stakeholders how processes unfold in real time to improve efficiencies.

 

What Is the Purpose of a Workflow Diagram?

In a few cases, teams can use workflow diagrams to provide numerous benefits to a company. Consider the following benefits:

1. Improve communication: Visually mapping out who needs to do what and when will help employees know who to go to for which tasks. This can save time while also increasing employee productivity and clarity.

2. Identify inefficiencies: If your company is experiencing bottlenecks, creating an overview of a business process can assist in identifying and implementing scientific work step management.

3. Streamline e-commerce: Workflow software can better map the customer journey and the steps that illuminate structural processes to improve purchase and sales paths.

 

3 Types of Process Flow Diagrams

Workflow diagrams are classified into several types, including:

1. Notation for business process modelling: The BPMN method is based on a unified modelling language (UML), which employs standardized symbols to provide visual clarity and a shared workplace vocabulary. BPMNs are also referred to as UML diagrams. UML activity is generally not shared with external clients because standardized symbols are used for internal tracking.

2. Process flow diagram: This common flowchart depicts labour in sequential steps that lead to specific endpoints. These steps are brief but provide an overview of business process mapping and project management.

3. Swimlane diagrams: These diagrams divide work into smaller units and steps. These diagrams emphasize the efforts that serve as connectors, demonstrating how one step influences the next and who is in charge of specific tasks. Swimlanes, as a more detailed workflow diagram example, can help reduce inefficiencies.

 

How to Create a Workflow Diagram

When creating a workflow diagram to meet the needs of your company and team, keep the following tips in mind:

1. Think about the causes and effects. Every action causes a reaction. Work backwards or forwards from the end goal to determine how each task influences a neighbouring one in your flowchart.

2. Establish the company's long-term objectives. To create an effective workflow diagram, you must first understand what you are working toward. Name the end goals, what constitutes success, and when they should be met”then work backward to identify the steps required to achieve success.

3. Get rid of inefficiencies. Include the resources required to complete each task as well as the team members who will be responsible for its success. Allow for some wiggle room so you can keep up.

4. Consider team members. Determine which team members should carry out which tasks. They'll be the puzzle pieces you strategically place along the path of your workflow diagram to complete critical tasks.

5. Display team members and stakeholders. Before implementing, show the workflow diagram to upper management and those performing the tasks. Others with different points of view may have questions and concerns. These suggestions can help to determine overall productivity and team members' success requirements.

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