11+ 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.