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.
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.
1 Executive Summary
1.3 Naming Conventions
1.4 Process Flow Guidelines
1.4.2 Decision Points
1.4.5 Off Page References
1.4.6 On Page References
1.4.9 Sarbanes Oxley
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
The templates are in Microsoft Word, Excel and Visio format.
The template pack includes the following documents:
2 x Business Process Design Template - 10 pages
1 x Business Process Design Template – Single Process 6 pages
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
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
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.