Microsoft Visio 2007: Creating a Process Map

ITS Training Program www.youtube.com/mycsula

Agenda
Introduction to Microsoft Visio and Process Mapping Using Page Setup Using Basic Drawing Skills Working with Shapes Working with Text Connecting Shapes Grouping Shapes Printing

Lesson 1 - Introduction to Visio and Process Mapping

Create a visual representation of complex information systems. Analyze and identify strengths and weaknesses Understand the system through the use of shapes, lines, and arrows

Visio Templates
Organization charts, flow charts, floor plans, and network designs Templates come with different object sets Flow charts will make available geometric shapes, floor plans, furniture and housing parts, and network computers and network cables

Process Mapping
Workflow diagram is used to bring forth a clearer understanding of a process or a series of parallel processes It visually depicts the sequence of events to build a product or produce an outcome

Process Mapping Cont.

What activities are completed by whom and in what sequence Hand-offs between departments or individuals Internal and external operational boundaries (swim lanes) Clear starting and stopping points

Procedure of Process Mapping

1. Select the process and define the process boundaries (define start and stop points) 2. Create the as is process map 3. Create the could be or should be process map. 4. Implement the changes and train those involved in the process 5. Validate improvements by collecting performance data 6. If necessary, modify the process further until ultimate efficiency is reached

Process Map Example

Lesson 2 Using Page Setup

Print Setup Tab
Adjust printer paper size and orientation. Print gridlines. Reduce or enlarge the printed size of the drawing.

Page Size Tab

Adjust page size and orientation. Customize or set the same as paper size.

Page Setup Dialog Box

Lesson 3 Using Basic Drawing Skills

Shapes Window
Templates will open customized shapes. Search for shapes using the search box.

Lesson 4 Working with Shapes

Shapes in Visio have similar functions.
Select Move Copy and paste Resize Delete Rotate

Lesson 5 Working with Text

Adding text to shapes. Adding freestanding text.

Lesson 6 Connecting Shapes

Connector Tool
Point connection Shape connection

AutoConnect
Connects to the nearest shape

Point Connection

AutoConnect

Lesson 7 Grouping Shapes

Grouping and Ungrouping Add shapes to a group Remove shapes from a group

Lesson 8 - Printing
Preview a drawing Print part of a drawing