How to Create a Flowchart

Creating a flowchart can be a relatively simple procedure if you avoid the temptation to include a large volume of information and excessive detail. Create a clear and useful flowchart by using a methodical and visual technique to produce a powerful business tool.

Difficulty:

Moderate

Instructions

1. Identify the purpose of your flowchart and the process and sub processes you are going to include. Draft a list of the processes in ascending order so you have an idea of its size.

2. Gather the information, including detailed technical data, to complete the process. Get input from all the individuals responsible for each specific area so that your steps are accurate.

3. Select the best application to use for your individual flowchart. Excel can produce large charts without confining them to margins or page numbers and the system can auto calculate. Many people find Word or PowerPoint easier for simpler charts or as visual aids.

4. Create a series of symbols to show different actions, such as a diamond to indicate a yes or no decision or an oblong to demonstrate a single activity. The number and complexity of your symbols will depend on the subject and number of processes in the flowchart. If necessary, print a key next to the chart.

5. Start with a simple question such as "Do I need..." or "How do I..." and put this inside the correct symbol with an arrow or arrows linking this to the next step of the process. Use this as the title and include the date to keep it current.

6. Use consistent language and detail throughout the chart so it is easy to follow. Ensure that the layout is clear by moving clockwise. Leave enough space between boxes to show they are separate and follow only one direction. Avoid looping back and jumbling different processes.