What is Process Mapping, and what are best practices, tools and templates for teams and organizations?
Definition of Process Mapping
Process Mapping is a roadmap created to illustrate the path the organization will follow as it implements its change program. A process map includes the course of action to be taken and the events that will transpire at each step so the organization can reach its goals. A process map provides a visualization of what organizations need to do to create successful change.
Description of Process Mapping
The number of events included on the process map depend on the magnitude of the change taking place. However, most process maps include these eight basic steps:
- Request for change – in the first step, the individual inputting the request should outlay what needs to be changed, what needs to be done to implement the change, how much time is required for the change process and why the change is important for the long-term success of the organization.
- Request for change analysis – all of the information disseminated in the request is examined to ensure that the desired changes are in-line with organizational policy.
- Change prioritization – in the next phase of analysis, the impact and necessity of the proposed change is reviewed, followed by a determination of the amount of time and resources needed to implement the change. Additionally, both the risk of enacting the change and neglecting the need for change are assessed in this stage.
- Categorization – after being determined in the previous stage, the magnitude of the change and the amount of resources needed to implement it are evaluated from a finance perspective.
- Change advisory board – this is the stage where the organization decides whether or not to proceed with implementing the change. This determination is made by the change advisory board (CAB), a group composed of all individuals in support of the change. Approval must be attained at the financial, technical and business level.
- Change Schedule – this stage is when the timeline for implementing the change is established. Key change makers should be aware of this timeline so that they can ensure that it is feasible.
- Build and test change – Whatever work needed to enact the change is done at this stage. This work should be carefully thought out to ensure that the change is successful.
- Implementation – a written report should be presented to the CAB, so that the group can determine if the goals of the change program were met and revisions can be made to goals still needing to be accomplished.
Tools & Templates
To create a Process Map, identify what organizational changes need to be made, think about what needs to be done to accomplish that change, determine where the change process begins and ends and the order process will go in, and finally, add in the flowchart symbols.
upBOARD's Online Process Mapping Tools & Templates
Unlike most traditional Process Mapping templates in MS Word, Excel, or PowerPoint, upBOARD’s online Process Mapping collaboration tools allow any team or organization to instantly begin working with our web templates and input forms. Our digital platform goes far beyond other software tools by including progress dashboards, data integration from existing documents or other SaaS software, elegant intuitive designs, and full access on any desktop or mobile device.
Learn more about upBOARD’s portfolio of other change management best practice tools and templates, including:
AIM Accelerated Implementation Methodology, Beckhard & Harris Change Process, Boston Consulting Group Change Delta, Brainstorming, Bridges’ Leading Transition Model, Burning Platform, Case for Change, Change Fatigue, Change Management Curve, Change Management Impact Analysis, Change Management Maturity Model, Change Management Levers, Change Management Plan, Change Management Roadmap, Change Proposal, Change Readiness Assessment, Change Resistance Management Plan, Change Risk Assessment, Change Success Metrics, Communications Planning, Core Values, Deming Change Cycle, EASIER Change Management, Employee Engagement Plan, Feedback Capture Grid, Focus Groups, Geert Hofstede’s 6 Dimensions of Culture, GE Change Acceleration Process, Go-Live Planning, Head, Heart and Hands Model, Kotter’s 8-Step Change Model, Kubler Ross Change Curve, Lewin’s Change Management Model, Maurer’s 3 Levels of Resistance, Nudge Change Model, People Centered Implementation, Performance Support, Process Mapping, Sponsor Roadmap, Stakeholder Analysis, Stakeholder Interviews, Switch Change Framework, User Acceptance Testing, VRIO Framework and What’s In It For Me (WIIFMs).