Process Roadmap Template in Excel

Everything involves processes to get from one point to another. People also undergo a flow that begins with childhood. However, not all processes are easy to explain, especially if the steps require a thorough discussion. One will have to build a roadmap for this purpose. With roadmaps, you can use graphics to explain even the most complex methods. Here, we have ready-made Process Roadmap Templates in Excel available for download. Beautifully and professionally designed, these easily editable templates will help you make a stunning roadmap in no time. If you have a process that you need to illustrate, now would be the best time to subscribe to our templates!

How to Create a Process Roadmap in Microsoft Excel

According to the website, Agiledge, processes matter because they help explain how something is done while providing insights on how it can be improved. While creating roadmaps is straightforward, don’t hesitate to check out the provided tips below in case you lose your way.

1. Come up with a Title for the Roadmap

While making a title for your roadmap seems unimportant, it helps in the long run if you already have a big portfolio of business roadmaps. Having one for every roadmap helps in explaining which process you’re referring to. You don’t need to go fancy with your title, just make one that’s easy to remember.

2. Prepare the Steps Involved in the Process

After deciding on a title for your process roadmap, start making a list of the details to include in it. Your list should consist of the tasks, steps, or milestones involved in order to reach the desired goal. After doing this, you can proceed to the prioritization of these steps.

3. Arrange the Steps in Chronological Order

As mentioned above, the details on your list should be arranged in the order that they are written in your development roadmap. Roadmaps explain how a process starts and ends, and everything should be in order. This means that the planning phase should come first, followed by the implementation and evaluation phases.

4. Create Your Process Roadmap in Microsoft Excel

With the help of Microsoft Excel, you can start creating your process roadmap. Although this spreadsheet processor is commonly used for laying out and computing quantitative data, it also works well with texts and graphics. After starting a new spreadsheet, add shapes, lines, and other necessary elements to illustrate the business process.

5. Incorporate Visual Elements into Your Roadmap

And just before you can say you’re done, there is one more thing that you need to do. Add visual enhancements to your agile roadmap to make it presentable to the people within and outside the company. Doing this will also help in improving the customer experience.