Business Flowchart Starter for Beginners: Spot Handoffs and Decisions by Lane

Project & Development

Business Flowchart Starter for Beginners: Spot Handoffs and Decisions by Lane

This beginner-friendly template is for anyone drawing a business process flowchart for the first time. Placing tasks where each owner's lane (row) crosses each step (column) reveals the flow of work, the handoffs between owners, and the decision points. The whiteboard has a swimlane grid with 4 owner lanes and 5 step columns (example: an expense report), 4 frames on what each symbol means, 5 drawing steps, 3 frames on common handoff problems, and a frame for improvement ideas. The task board runs 5 columns from before interviews to done, with 4 parent tasks - set the scope, ask how work is done, draw the diagram, and review and share - each split into 3 subtasks (16 total), all starting in the first column. Draw it in this order - set the start and end, line up the tasks, then add the branches. Since you can swap your own process name into the ready-made expense-report example, even a first-timer can get started.

0 Likes 0 Copies Author: WeProcess
business flowchart swimlane flowchart process visualization process improvement
Sign up free and use this template

Once you have a free account, you can copy this template from the marketplace

Whiteboard preview

Preview mode Business Flowchart Starter for Beginners: Spot Handoffs and Decisions by Lane

Whiteboard preview

1. Swimlane (rows = owners / columns ... 2. Start and End (rounded shape) 3. Task (rectangle) 4. Decision (diamond) 5. Document or Data (paper shape) 6. How to Draw It (follow these 5 ste... 7. Handoffs That Stall 8. Ownership Isn't Clear 9. The Same Thing Entered Twice 10. Seeds for Improvement (what you n... Business Flowchar... How to use: (1) S... Start and end Task or rule Decision or stuck... Document or data 1 Prep 2 Apply 3 Approve 4 Verify 5 Pay Requester e.g. Collect receipts[Start] e.g. Fill out and submit the form[Task] e.g. Fix it and resubmit if rejected[Task] Manager e.g. Decide to approve or send back[Decision] Accounting e.g. Do the receipts meet policy?[Decision] e.g. Create the payment data[Task] Accounting system e.g. Save the request details[Document] e.g. Record it as paid[Document / End] e.g. Starts once the request form is submitted e.g. Ends once the payment is made Always include exactly one start and at least one end per diagram If you can't pin down where it starts, the scope is too wide e.g. Fill out the request form e.g. Create the payment data End every task with an action verb Don't pack two tasks into one cell e.g. Is the amount $200 or more, tax included? e.g. Is a receipt attached? Phrase it as a yes/no question Always write where "yes" and "no" each lead e.g. The request form, receipts e.g. The accounting system's entry screen Write down what actually changes hands If a handoff is verbal only, write "verbal" so it is on record 1. Set the start and endWrite in one sentence what triggers the start and what marks the end. Nailing this down early keeps the diagram from sprawling. 2. Line up the tasksAsk each owner what they do once they receive something, turn it into a short verb phrase, and place it in step order. 3. Add the branchesTurn moments where the outcome splits into decision cells, and write the condition plus where yes and no each lead. 4. Connect the handoffsWherever the flow crosses lanes, write who hands what to whom. This is where delays, mix-ups, and duplicate work happen (see boards 7, 8, 9). 5. Confirm with ownersHave each lane's actual owner review their own row, fix any gaps or ordering mistakes, and note briefly why you changed it. e.g. Approval waits average two days e.g. The next person is out, so nothing moves until tomorrow Flag any handoff with a long wait e.g. It's unclear whether the manager or accounting checks for errors e.g. There's no deadline for resubmitting after a rejection Look for blank cells, and for cells that overlap another cell e.g. Entering the same amount on the paper form and in the system e.g. Re-copying it into a summary sheet at month-end Look for the same document appearing twice The step that takes the longeste.g. Waiting for manager approval (average 2 days from receipt) The one thing to tackle firste.g. Send approval requests as a chat notification(Owner: ____ / Due: __/__) What success looks likee.g. Cut the average approval wait from 2 days to under 1 day
100%

Drag to move, scroll to zoom

Task board contents

Before interviews 16 items

Set the scope
Ask how work is done
Draw the diagram
Review and share
Pick one process
Set start and end
List all owners
Interview owners
List the documents
Ask about decisions
Draw lanes and steps
Place tasks in cells
Branches, handoffs
Get owner review
Log what you fixed
Set storage, share

Interviewing 0 items

Drawing the diagram 0 items

Reviewing 0 items

Done 0 items

← Back to templates