Download these Business Process Design templates (MS Word, Excel + Visio) to capture the procedures that govern how your business works from technical and operational levels.

Use these MS Word, Excel and Visio templates to capture the events, inputs, resources and outputs associated with different business processes.

What is a Business Process?

A Business Process is a set of activities designed to produce a specific output. It is used to capture the specific ordering of work activities, including inputs, outputs, triggers and actions. These Business Process templates will help you to:

• Introduce the process and outline its purpose, goal, and outcomes
• Identify the fundamental assumptions behind this process. For example, what assumptions does the process audience have in relation to this process and how does the process support those assumptions
• Identify where and how the process interfaces with other processes or whether it is a component or sub-components of other processes
• Use Visio flowcharts to illustrate process activities, including inputs and outputs, decision points and user activity
• Identify data to be collected, such as reports, forms, and policies
• Identify reporting requirements associated with the performance of the process and the format it must be delivered in
• Identify the audience, role, and individuals who will use the process definition, and the responsibilities of these roles

Templates format and contents

These forms, checklists and guides will help you map the scope of proposed systems (as-is processes) and how it will be implemented (to be processes). As business process are often visualized in a flowchart as a sequence of activities we have included three Visio flowcharts in this package.

Business Process Templates: Table of Contents

1 Executive Summary

1.1 Identification
1.2 References
1.3 Naming Conventions
1.4 Process Flow Guidelines
1.4.1 Numbering
1.4.2 Decision Points
1.4.3 Start
1.4.4 End
1.4.5 Off Page References
1.4.6 On Page References
1.4.7 Format
1.4.8 Fonts
1.4.9 Sarbanes Oxley
1.4.10 Systems

2 Process <Name>
2.1 Process <Name> Steps
2.1.1 Process <Name> Narrative
3 Process <Name>

3.1 Process <Name> Steps
3.1.1 Process <Name> Narrative
3.2 Process <Name> Diagram

4 Process <Name> Level 1

Template Pack Contents

The templates are in Microsoft Word, Excel and Visio format.

The template pack includes the following documents:

MS Word

2 x Business Process Design Template - 10 pages
1 x Business Process Design Template – Single Process 6 pages

MS Excel

Clarifications 1 x Excel file
Document Control 1 x Excel file
Gap Analysis 1 x Excel file
Process Flow 1 x Excel file
Process List 1 x Excel file
Roles and Responsibilities 1 x Excel file
Schedule 1 x Excel file

MS Visio

Business Process Flowchart – 2 Swim lanes - 1 x Visio flowchart
Business Process Flowchart – 4 Swim lanes - 1 x Visio flowchart
Business Process Flowchart – 5 Swim lanes - 1 x Visio flowchart

Product Specifications

File Format: The templates are in Microsoft Word, Excel (.docx and .xlsx) and Visio format.

File Size: The zip file is 4 MBs.

Opening the Files: You don’t need any special software to unzip the files. To unzip: right click on the file, click Extract, and save to your computer.

Images: All images in the templates are copyright free.