Process Model Template with Swim Lanes
Developing, defining and documenting processes is a huge part of what I’ve done throughout my career.
Different processes require different ways of documenting them so that they are easy to understand & can be used as a reference tool in the future. I find using Visio to be the easiest way to convey the overall process picture.
One of the templates that I use most often is a simple Swim Lane model. Over the years I’ve created a simple template that I’ve refined/simplified and I use quite often.
A few key thing that I use include:
Titles and Subtitles
When the project or task is new, naming conventions are not a big concern, but in the weeks/months/years afterwards, knowing the intended purpose of the process model is quite helpful!
Numbering each step provides clarity and allows people to identify and/or refer to specific steps in the process:
There should be a clear point in which a process model begins and end. Simple color coding can help with that:
Swim Lanes offer people/teams associated with your process a way of identifying their specific work by looking at the steps in their “swim lane”: