Organization & Process Mapping
This is a template offered and used with the Escala Course, though can also be used by businesses, teams, and individuals looking to document their organization and processes.
This template provides users with templates for:
Process mapping - high level
Process mapping - detailed
Identifying opportunity areas for improvement
Organization charting
Accountability charting
This will help businesses who are looking for a simple, intuitive template to document their activities and ways of working as well as visualize their organization structure.
This template will most benefit business owners, process specialists and continuous improvement practitioners who want to document and/or improve current business processes and ways of working. This will also benefit those who want to define or refine and visualize organization structures, and team accountabilities and responsibilities.
We recommend that when using this template, maintain the current sizes of the shapes, texts, and frames. The Process stencil is also available for easy duplication of shapes for use in process mapping.
This template was created by Stacey Fortuna.
Get started with this template right now.
Project Planning Template
Works best for:
Project Management, Project Planning
A project plan is a single source of truth that helps teams visualize and reach project milestones. Project plans are most useful when you outline the project’s “what” and “why” to anyone who needs to give you project buy-in. Use a project plan to proactively discuss team needs; expectations; and baselines for timeline, budget, and scope. The plan will also help you clarify available resources before you kick off a project, as well as expected deliverables at the end of the project.
Partnership Org Chart Template
Works best for:
Org Charts, Organizational Design
The Partnership Org Chart Template is an interactive tool that visually represents the intricate network of relationships between business partners. It provides a clear and structured layout that helps users grasp how different entities align and interact within a collaborative ecosystem. One of its standout benefits is the clarity it offers. In the often complex world of inter-organizational relationships, having a straightforward, visual representation of partnerships eliminates ambiguities and ensures all stakeholders are on the same page. This fosters more effective collaboration and strategic planning, making it an essential business tool.
Accountability Chart Template
Works best for:
Organizational Chart, Org Design
The Accountability Chart Template is a visual map detailing the various roles within an organization and the responsibilities tied to each. This systematic layout ensures clarity in defining duties and fosters a culture of accountability. A standout benefit of using this template is its capacity to eliminate role ambiguity. The Accountability Chart template ensures that every team member understands tasks by clearly depicting who is responsible for what. This leads to enhanced productivity and reduced task overlaps or missed assignments.
Roles and Responsibilities Template
Works best for:
Organizational Chart, Organizational Design
The Roles and Responsibilities Template is a key tool, acting as a visual compass to guide teams in delineating and understanding every member's specific tasks within a project or organizational setting. Its standout benefit is its clarity, ensuring that each team member is aligned in their tasks, ultimately fostering enhanced collaboration. By eliminating potential ambiguities and misunderstandings about who does what, this template becomes an essential asset for teams aiming for efficiency, cohesiveness, and streamlined project execution. Whether for onboarding, day-to-day operations, or strategic planning, this template acts as a clear map to understand each team member’s responsibilities.
Company Organization Chart
Works best for:
Org Charts, Operations, Mapping
The Company Organization Chart template enables clear visualization of hierarchical structures within an organization. It helps teams understand reporting lines, roles, and responsibilities, fostering transparency and alignment. With customizable features, such as color-coding and labeling, this template facilitates effective communication and decision-making across departments and levels.
Team Charter by Daniela Felser
Works best for:
Org Chart
The Team Charter template helps teams establish shared goals, values, and norms. By defining team purpose, roles, and operating principles, this template aligns team members and guides collaboration. With sections for setting objectives and outlining team processes, this template promotes transparency and cohesion, enabling teams to work efficiently towards common objectives.