Mastering the Art of Process Mapping: Transforming Challenges into Solutions with Expert Facilitation

Posted By Terry Vermeylen


One of my most significant strengths is undoubtedly facilitating Process Mapping workshops with clients. This skill has proven invaluable, particularly in complex scenarios.

Take, for instance, a recent situation where my client and their customer were struggling with intricate supply chain issues. These challenges were impacting various business requirements. In such cases, the absence of a detailed Process Mapping can stall project progress. This observation is backed by my experience in numerous projects over the last five years. Process Mapping not only fosters a shared understanding among employees and executives but also highlights pain points and outlines a clear path forward. While it’s not overly complex, it certainly requires a skilled facilitator to steer the group toward success.

Key Steps in Effective Process Mapping:

  1. Initiate with Business Requirements: Start by understanding the key business requirements. Organize a mapping workshop involving key stakeholders and subject matter experts.
  2. Gather Essential Tools: My toolkit for these workshops includes a large roll of brown paper, Post-it notes, black markers, scotch tape, and MS Visio.
  3. Pre-workshop Preparation: Define the affected workstreams (such as Procurement, IT, Finance, etc.) before the workshop and display them on the paper.
  4. Active Participation: Distribute Post-it notes to participants for noting down tasks, decisions, IT systems, reports, forms, documents, and interfaces, if required.
  5. Collaborative Mapping: Engage all participants in mapping each step, ideally in advance, focusing on addressing the identified pain points.
  6. Finalizing the Map: After reaching a consensus, secure the Post-it notes with scotch tape, roll up the map, and digitize it using MS Visio.
  7. Refinement and Finalization: Edit and refine the map in Visio to finalize the ‘To-Be’ process.

The ability to unite a diverse group towards a common future process is a formidable asset for any Project Manager or Solution Architect. It’s a capability that can transform the way businesses operate and innovate.

Terry Vermeylen, President of Terry Vermeylen Enterprises, is a seasoned expert in process mapping and all facets of Project Management. Discover more at worldclasssupplychain.com.