Process Roadmap Templates

What Is a Process Roadmap?

As mentioned by IGI Global, the work or process roadmap is a formal document that details the key processes in the organization. This document serves as a communication tool for employees. It also helps the employees to work harmoniously and articulate strategic thinking.

How to Create a Process Roadmap

A process roadmap is usually a single-page document that describes the goal and includes a step-by-step process to reach such a goal. Use our downloadable roadmap templates as a guide when making one. You may also apply these few tips that we prepared.

1. Know Your Goals

Having goals of your business process is essential when creating a process roadmap. This part may sound simple and given when creating a roadmap. However, many businesses fail to establish a good business process because of a lack of goals.

2. Brainstorm Ideas

In every business process, there are many loopholes that you need to find out. That is why brainstorming ideas is essential when creating a business roadmap. Set a meeting with your team and have them present their ideas. From here, all of you will discuss the effectiveness of such steps or processes.

3. Draft Process Roadmap

Now you know your goals and you have identified the processes with your team. You may start drafting your process roadmap. You can use free computer programs when creating one. You can encode the process roadmap data in a separate sheet and have it organized first. Afterward, copy and paste the data into the process roadmap template.

4. Insert Data, Shapes, Colors, Symbols, and Lines

This is the part where you create your process roadmap template. First, insert the shapes and symbols and have them colorized accordingly. Second, insert the lines accordingly. Make sure that each line is connected to the right shape or symbol. You can be creative when using colors, symbols, and lines. Just make sure to keep it understandable and professional-looking.

5. Review Process Roadmap

Remember that your process roadmap will be used as a guide in your business process. A minor mistake such as misalignment could confuse the stakeholders and jeopardize your business operation. Make sure to review the quality and content of your roadmap before implementing it.

General FAQs

• How do you create a process roadmap?

  You can use Microsoft Word and Excel, Adobe Photoshop, CorelDraw, and other free computer programs. For your convenience, you can download our ready-made roadmap templates.

• What are the standard shapes and symbols for a roadmap?

  There are no standard shapes and symbols. You can freely choose which shape or symbol you want to use for your roadmap, and the commonly used shapes are oval, rectangle, square, and diamond. 

• What is the difference between a roadmap and a work plan?

  The roadmap depicts the exact step or process while the work plan outlines the goals and processes, including timeline, responsible persons, and budget. If you have a project, it would be best to use both documents. The roadmap can be a part of a work plan as it summarizes the work with an exact sequence and timeline. 

• What is the purpose of a roadmap?

  The roadmap provides a clear overview of the correct steps and processes for the accomplishment of a certain goal. Many organizations utilize a roadmap for project management, business process, action and corrective plans, and other similar aspects. 

• Is a roadmap effective for problem-solving?

  Yes. The roadmap can be used for personal matters and for solving business challenges. With a roadmap, the organization or individual can lay out all the steps and tasks to resolve a certain problem.