Swim Lane Diagram with Data
This swim lane diagram is a fundamental tool to any transactional process improvement
This template allows you to visualize the process, understand the current state, and enables you to visualize a complex transactional process covering multiple roles and departments. The insights that you will gain while building this diagram as a team can be exceptionally meaningful.
This swim lane diagram will help you to:
Clarify the process sequence
Capture process relevant data
Show the interrelationship of various steps in the process
Help identify deviations between the actual process and the intended process
Help isolate where in the process the problems are most likely to occur
Visually demonstrate the number of hand-offs between roles and/or departments
When evaluating your process document the current way things are actually done, not the ideal, to identify problems. This is accomplished by going to the actual place where the work is done and observing the actual work while talking to the individuals who perform the tasks. Do not take for granted that you know what happens. It is always important to go and see.
This template was created by NEXT LEVEL Partners.
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Stakeholder Analysis Template
Works best for:
Project Management, Strategic Planning, Project Planning
Managing stakeholders is integral to completing a project on time and meeting expectations, so here’s how to use a stakeholder analysis to help. A stakeholder analysis empowers you to meet expectations and complete projects on time by identifying individuals, groups, and organizations with a vested interest in a program or process. In a typical stakeholder analysis, you’ll prioritize stakeholders based on their influence on a project and seek to understand how best to interface with them throughout the course of the project.
Service Blueprint Template
Works best for:
Desk Research, Operations, Market Research
The Service Blueprint template is a visual tool for designing and optimizing service experiences. It provides a structured framework for mapping customer journeys, identifying touchpoints, and aligning internal processes. This template enables teams to visualize the entire service ecosystem, uncover pain points, and innovate solutions to enhance customer satisfaction. By promoting customer-centricity and collaboration, the Service Blueprint empowers organizations to deliver exceptional service experiences and drive sustainable growth.
GenAI Application Workflow
Works best for:
Flowcharts, Mapping, Diagrams
The GenAI Application Workflow template is a visual tool for mapping out the workflow of applications developed using GenAI. It provides elements for defining process steps, decision points, and data flows within the application. This template enables developers and project teams to visualize the application workflow, identify potential bottlenecks, and optimize the user experience. By promoting clarity and efficiency in application development, the GenAI Application Workflow empowers teams to deliver innovative and user-friendly applications effectively.
Salesforce Flow Builder
Works best for:
Flowcharts, Mapping, Diagrams
The Salesforce Flow Builder template offers a visual tool for designing and automating business processes within the Salesforce platform. It provides elements for creating flowcharts that represent process flows, decision logic, and data transformations. This template enables Salesforce administrators and developers to streamline workflows, improve productivity, and enhance user experiences. By promoting automation and efficiency in Salesforce process design, the Salesforce Flow Builder empowers organizations to leverage the full potential of the Salesforce platform and drive business success effectively.
3-Circle Venn Diagram
Works best for:
Education, Diagrams, Brainstorming
Venn diagrams have been a staple of business meetings and presentations since the 1800s, and there’s a good reason why. Venn diagrams provide a clear, effective way to visually showcase relationships between datasets. They serve as a helpful visual aid in brainstorming sessions, meetings, and presentations. You start by drawing a circle containing one concept, and then draw an overlapping circle containing another concept. In the space where the circles overlap, you can make note of the concepts’ similarities. In the space where they do not, you can make note of their differences.
Product Roadmap (Now, Next, Later, Trash)
Works best for:
Planning, Mapping
The Product Roadmap (Now, Next, Later, Trash) template allows teams to organize their product development initiatives into four distinct categories: current priorities, upcoming features, future plans, and discarded ideas. By visualizing the roadmap in this manner, teams can maintain focus on immediate objectives while keeping an eye on future opportunities and managing stakeholder expectations effectively.