Process Mapping

Process mapping is a visual tool that shows the steps involved in a process from start to finish. It helps teams understand how the process currently works (“the current state”) and helps identify the different roles involved in completing the process. The process map also identifies gaps or inefficiencies which can help the team find opportunities for improvement to the process (the “ideal state”).

Key Steps                                                                                           

• Gather the teammates who are involved in the process for your improvement project.
• Brainstorm a list of the key process steps, noting where the process starts and ends.
• Organize the steps in a linear flow. For multidisciplinary processes, a “swim lane” structure based on each major role in the process is recommended. This helps document decisions and handoffs (i.e. when task switches from one role to another role).
• Walk through the process to confirm the accuracy of steps. This step is often done through a Gemba walk where teammates visit the work where it happens. Your team will also be able to identify gaps and opportunities for improvement.

Resources to Get Started

Read	How To Get Started with Process Mapping – This blog post from Pipefy provides tips on how to build a process map
Use	Lucidchart –  This web-based diagramming application that allows users to visually collaborate on drawing, revising and sharing charts and diagrams including process maps. Process Map Sticky Legend – This document outlines key components of a process map and how you can label it with your team
Watch	Process Flow Charts: This video from Population Health Improvement Partners provides a step-by-step video instruction on creating a process map (9:47) IHI White Board Flow Chart 2: This video from the Institute for Health Improvement outlines three different types of flow charts which is another name for process maps (8:53)

Related QI Concepts

• Plan-Do-Study-Act (PDSA) – PDSAs are the building blocks for quality improvement and will help your team get from your current state to the ideal state.
• Project Charter – The project chapter provides an overview of the project’s core issues and goals and will help serve as a guide as your team begins to map out your process.  
• Project Team Composition – Your project team is important to consider when developing your process map especially if you use the “swim lane” method. To understand your process for your project, it is important to consider who is involved.