A flowchart template will aid you simply map out enterprise processes, enhance workflows, and even make clear your organizational construction — with out you needing to attract a single line from scratch.
And for those who assume you don’t want to make use of flowcharts for enterprise, assume once more. Whereas bulleted lists, Phrase paperwork, and even displays assist, they don’t provide the identical stage of visible readability and readability {that a} flowchart does. Particularly for those who’re attempting to map out a course of with totally different steps or levels.
Earlier than we share the most effective flowchart templates, let’s reply an essential query: what’s a flowchart, and what can you employ it for?
What’s a flowchart?
A flowchart is a visible map to assist clarify a course of for decision-making, reaching outcomes, or projecting an consequence. Flowcharts start at a place to begin on the graphic, and as customers observe by way of it, they are going to select one in every of a number of outcomes or choices till reaching the top of the method.
Flowcharts are perfect for outlining processes, and processes are the spine of a powerful enterprise.
A transparent, repeatable course of has two main hurdles to a profitable implementation in a enterprise. Primary is the event of that course of, and quantity two is getting buy-in from stakeholders on that course of. That mentioned, one of the best ways to beat each of those potential roadblocks is to transparently and logically define a course of.
Many companies use flowcharts to hold out this activity, as flowcharts visually define a course of roadmap for a full-scope understanding. They can be simply digested by staff who must know and observe the method.
In a enterprise, flowcharts is likely to be used for any of the next functions:
- Staff and organizational alignment: An organizational structure diagram clarifies who reviews to whom in your staff.
- Knowledge administration: A data flow diagram will aid you perceive how info progresses by way of what you are promoting up till deletion.
- Gross sales course of mapping: Making a sales process flowchart can assist you shorten the gross sales cycle and enhance income.
- Electronic mail nurturing: Electronic mail campaigns are famously depending on workflows, that are a sort of flowchart that decides who to enroll in a marketing campaign and when.
- Buyer journey mapping: A buyer journey flowchart exhibits how clients discover you and what their expertise is like at what you are promoting.
- Buyer or worker onboarding: A customer onboarding process flow can assist you outline what messaging to ship and when throughout your buyer’s first interactions with what you are promoting.
- A/B testing: When designing an A/B test, you’ll usually use a flowchart to determine what number of variations you’ll take a look at and the potential outcomes you’ll get.
You can too use flowcharts for QA-ing work, mapping out your profession development, and far, way more.
That will help you create actionable flowcharts in your group, we’ve listed the most effective flowchart templates so that you can obtain and begin utilizing as we speak to create a greater course of in any space of what you are promoting. Each comes with a obtain hyperlink so that you can begin utilizing that template proper on Google Slides.
Flowchart Templates for Enterprise
1. Primary Course of Flowchart Template
This primary movement chart template is the best answer for these simply getting began with flowcharts. The template permits its designers to specify a place to begin, two potential outcomes, after which the ensuing aftermath of these choices. As a result of its limitations, this flowchart template is likely to be finest fitted to primary processes, like a easy A/B take a look at.
Who ought to use this flowchart?
This flowchart is useful for these trying to design an A/B take a look at to find out one of the best ways to get the outcomes they’re on the lookout for.
What We Like About This Flowchart Template
The essential course of flowchart is simple to make use of and observe and is right for documenting easy or easy processes.
2. Swim Lane Flowchart Template
The swim lane flowchart template divides the steps of a course of into totally different sectors. For what you are promoting, these totally different sectors may very well be time intervals, groups, staff, or work necessities.
Who ought to use this flowchart?
Swim lane flowcharts are significantly useful for individuals who oversee cross-functional processes.
What We Like About This Flowchart Template
This template visualizes the totally different course of steps that happen throughout a number of groups or organizations.
3. Job Flowchart Template
A activity flowchart template simplifies advanced processes with distinctive shapes. Every form on the flowchart represents one thing totally different, forming a fast visible key.
This format is useful when the work of a number of groups intertwines all through a course of. It is because it makes it simpler for staff members to figure out the tasks they’re responsible for. These roles are sometimes famous in a key on the flowchart for fast reference.
The shapes also can characterize several types of actions.
Who ought to use this flowchart?
Venture managers trying to maintain observe of assorted duties and their outcomes.
What We Like About This Flowchart Template
The duty flowchart visually depicts how numerous contributions to a product assist the top outcome. Every stakeholder can see how their duties influence the movement of the mission.
4. Complicated Flowchart Template
For a flowchart that doesn’t want gridlines or totally different shapes, this template is the most effective answer. It provides the choice for a number of endpoints relying on which steps are taken all through the method. Then it makes use of easy sure or no solutions to drive you towards the endpoint.
Who ought to use this flowchart?
Groups trying to handle processes that would have numerous endpoints or initiatives which have a number of steps and stakeholders concerned.
What We Like About This Flowchart Template
Complicated processes could be tough to maintain observe of. This movement chart template creates an intuitive visible for multi-step processes. This makes it simpler to determine if and when you must transfer ahead.
5. Round Flowchart Template
The round movement chart template modifications issues up with a distinct form, nevertheless it additionally provides a distinct path construction. It helps you define each quick and lengthy processes, with totally different outcomes relying on the variety of steps required.
Who ought to use this flowchart?
Social media managers, product entrepreneurs, and content material strategists might discover this template fits their wants.
What We Like About This Flowchart Template
This template has a cleaner look than among the extra advanced flowcharts and could also be higher for visible learners.
6. Linear Flowchart Template
A linear flowchart template is an answer for when there’s just one optimum outcome. Each step of the method will both lead somebody to that consequence or outcome within the course of merely ending.
Who ought to use this flowchart?
Electronic mail advertising specialists and gross sales groups can profit from this template as a result of there’s usually one purpose: to earn another subscriber or earn another buyer.
What We Like About This Flowchart Template
With one singular purpose, this flowchart format has a transparent starting and finish and makes it straightforward to stipulate a easy course of.
7. Tree Flowchart Template
A tree-style flowchart template makes probably the most sense for conditions the place there are a number of decisions and when every possibility has a transparent and distinct subsequent step.
Who ought to use this flowchart?
For companies, this flowchart can be good for the assist division — which may use this template to map out responses from automated chat assist or a telephone tree.
What We Like About This Flowchart Template
Every motion has a transparent subsequent step and a predetermined consequence, however you’ll be able to add greater than two choices — which is usually not relevant to different flowcharts.
8. Organizational Flowchart Template
The ultimate flowchart companies may wish to use is an organizational flowchart (or org chart) template. That is a necessary chart that exhibits who reviews to whom and helps all staff perceive their place within the enterprise.
Who ought to use this flowchart?
Firm and division heads use this template to stipulate the chain of command in an space of the enterprise. Human Sources groups also can use it to tell staff construction and organizational choices.
What We Like About This Flowchart Template
Customers can see staff construction at-a-glance and might rapidly discover who they should go to for his or her mission or to have their questions answered.
Now that we’ve shared the most effective flowchart templates, it’s time to have a look at them in motion.
Flowchart Examples for Enterprise
1. Primary Course of Flowchart Instance
This template visualizes how a consumer visiting an organization’s touchdown web page may convert and change into a lead. Discover how there are two potential closing outcomes, however due to this chart’s simplicity, you’ll be able to add as many outcomes as you need. With a flowchart like this, it’s essential to have clear, outlined targets in thoughts.
2. Swimlane Flowchart Instance
Within the instance above, the swimlanes are divided by division as an example the method of the shopper journey. That is exceedingly essential for figuring out which groups must work together with a buyer and when. With no swimlane flowchart outlining these roles, your clients’ expertise together with your firm can appear haphazard and poorly deliberate.
3. Job Flowchart Instance
Within the instance above, the totally different shapes characterize the beginning of, finish of, and actions taken throughout the technique of viewing a touchdown web page. This activity flowchart instance follows an “if this, then that” format. It exhibits the varied outcomes that would happen when a possible buyer visits a touchdown web page.
4. Complicated Flowchart Instance
The above hiring visible is an instance of a posh flowchart with many occasions and potential outcomes. It provides two potential outcomes at each stage. Then it exhibits with readability what occurs as a candidate strikes ahead. The colours additionally make it clear which closing outcomes are optimistic or adverse.
5. Round Flowchart Instance
Within the instance above, a round movement chart provides a decision-making framework. Right here, it’s used to assist a social media supervisor determine which website to publish content material on. It contains particular, focused questions that outline the belongings the social media supervisor must create and which social platforms these belongings are finest fitted to.
6. Linear Flowchart Instance
A linear flowchart can be utilized for processes which have just one desired consequence. Within the above instance, it’s for an electronic mail nurturing sequence. Within the picture, the method ends whether or not somebody indicators up for an occasion or not.
A time-bound (or finite) electronic mail nurturing sequence is particularly an excellent match for a majority of these flowcharts. For steady electronic mail advertising campaigns, you may want a extra agile flowchart the place you’ll be able to decide when to maneuver a subscriber to a different electronic mail record.
7. Tree Flowchart Instance
On this tree flowchart instance, a enterprise depicts the alternatives and subsequent steps a caller can take when contacting them by phone. Discover that there are various endpoints for the shopper relying on their earlier motion.
A flowchart like that is helpful for those who’re attempting to stipulate a course of with totally different “branches.” For example, you may create a touchdown web page flowchart that determines which type or CTA is depicted to a buyer based mostly on their earlier exercise in your web site.
8. Organizational Flowchart Instance
Whereas not precisely procedural, this visualization helps these throughout the firm rapidly perceive who reviews to whom and who handles what. The perfect a part of this instance is that it may be as detailed or so simple as you’d prefer it to be; you’ll be able to go all the way down to your junior particular person contributors or just define your management map.
High Flowchart Instruments and Software program [Free and Paid]
Flowchart templates are extremely helpful for fixing enterprise issues and simplifying processes. That mentioned, some points want extra customized options.
The flowchart instruments beneath can assist your staff join and work collectively on flowcharts. They make it easy to create distinctive and easy-to-read movement charts.
1. Miro
Pricing: Free, with paid choices for prolonged options and enterprises.
Who ought to use this software?
Groups that use flowcharts for all kinds of customers and stakeholders. This software can be useful for groups that create movement charts collaboratively or wish to embrace a number of flowcharts in a single doc.
What We Like About It
Miro provides instruments to construct and plan advanced flowcharts for groups. Apart from visible whiteboard instruments, Miro additionally provides templates for technique mapping, workflows, UX design, and extra. Options like digital sticky notes make it straightforward so as to add feedback to in-progress flowcharts.
2. diagrams.net
Pricing: Free
Who ought to use this software?
This open-source know-how is easy and fast to make use of for sensible flowcharts and course of mapping.
What We Like About This Flowchart Software program
Create course of diagrams for modeling, databases, networks, wireframes, and extra. This software is standard with customers who need diagramming software program for speedy enterprise software. This flowchart software additionally contains customizable templates.
3. Zen Flowchart
Pricing: Free, with paid choices for prolonged options.
Who ought to use this software?
Informal customers and enterprise firms on the lookout for web-based flowchart software program.
What We Like About It
Zen Flowchart is easy to make use of with a variety of options. You may create thoughts maps, wireframes, or whiteboards with this drag-and-drop software. Its easy workspace helps restrict distractions so you’ll be able to deal with what you are promoting course of.
This flowchart software additionally has options for collaboration and real-time commenting.
4. Lucidchart
Pricing: Free, with paid choices for prolonged options and enterprise.
Who ought to use this flowchart software?
Lucidchart provides options for each particular person customers and collaborative skilled groups.
What We Like About This Flowchart Software
Apart from real-time collaboration and ease of use, this diagram software program additionally has a spread of superior options. You may personalize flowcharts with customized shapes and a library of shapes and icons. Automated diagramming can assist new customers create a flowchart with out time-consuming edits and tweaks.
Integrations with Atlassian, Zapier, Notion, and extra are additionally tremendous helpful. These connections can assist combine flowchart collaboration into your present tech stack and workflows.
5. Textografo
Pricing: Begins at $4/month.
Who ought to use this flowchart software?
This text-to-diagram generator is an easy manner for much less visually-oriented customers to create flowcharts. It is for customers who perceive the worth of graphical movement diagrams but in addition will not be as fast or comfy with visible instruments.
What We Like About It
This flowchart software provides a distinct strategy to flowchart creation that may save many customers effort and time. Textografo can assist customers create a flowchart, mindmap, choice timber, or animated diagrams. Customers also can collaborate on the method with this on-line software.
6. Cacoo
Pricing: Free, with paid choices for prolonged options and enterprises.
Who ought to use this software?
This cloud-based and user-friendly software is beneficial for a wide range of customers and groups.
What We Like About This Flowchart Software program
Cacoo is a complete software that makes it straightforward to personalize flowcharts for a spread of makes use of. Whether or not you are making a advertising flowchart with imported photos or a wireframe with customized symbols, this software can assist. This useful resource additionally provides collaboration instruments and integrations with Adobe Inventive Cloud, Zapier, and extra.
The central dashboard can be useful for understanding the whole lot your mission wants at a look.
7. Microsoft Visio
Pricing: Begins at $5/month.
Who ought to use this software?
Visio is an intuitive movement chart software for Microsoft 365 customers.
What We Like About It
This flowchart software can assist you create advanced flowcharts or easy diagrams. The interface and styling are acquainted to many enterprise customers, which can assist pace up the method of visualizing advanced concepts. It additionally provides themes to enhance the look of your flowcharts.
Visio additionally comes with a whole bunch of templates for a spread of trade wants. It additionally makes it easy to import knowledge from Excel, Entry, and different Microsoft sources.
Utilizing Enterprise Flowchart Templates
Enterprise flowchart templates are the quickest and best approach to construct flowcharts. All of the above templates are downloadable and fully customizable on the subject of form, format, colour, and imagery. Click on beneath to obtain the templates without cost to higher illustrate and talk processes in your organization.
Editor’s be aware: This publish was initially revealed in July 2018 and has been up to date for comprehensiveness.