problem solving flowsheet

Problem-solving flowchart: A visual method to find perfect solutions

Reading time: about 7 min

“People ask me questions Lost in confusion Well, I tell them there's no problem Only solutions” —John Lennon, “Watching the Wheels”

Despite John Lennon’s lyrics, nobody is free from problems, and that’s especially true in business. Chances are that you encounter some kind of problem at work nearly every day, and maybe you’ve had to “put out a fire” before lunchtime once or twice in your career.

But perhaps what Lennon’s saying is that, no matter what comes our way, we can find solutions. How do you approach problems? Do you have a process in place to ensure that you and your co-workers come to the right solution?

In this article, we will give you some tips on how to find solutions visually through a problem-solving flowchart and other methods.

What is visual problem-solving?

If you are a literal thinker, you may think that visual problem-solving is something that your ophthalmologist does when your vision is blurry. For the rest of us, visual problem-solving involves executing the following steps in a visual way:

• Define the problem.
• Brainstorm solutions.
• Pick a solution.
• Implement solutions.
• Review the results.

How to make your problem-solving process more visual

Words pack a lot of power and are very important to how we communicate on a daily basis. Using words alone, you can brainstorm, organize data, identify problems, and come up with possible solutions. The way you write your ideas may make sense to you, but it may not be as easy for other team members to follow.

When you use flowcharts, diagrams, mind maps, and other visuals, the information is easier to digest. Your eyes dart around the page quickly gathering information, more fully engaging your brain to find patterns and make sense of the data.

Identify the problem with mind maps

So you know there is a problem that needs to be solved. Do you know what that problem is? Is there only one problem? Is the problem sum total of a bunch of smaller problems?

You need to ask these kinds of questions to be sure that you are working on the root of the issue. You don’t want to spend too much time and energy solving the wrong problem.

To help you identify the problem, use a mind map. Mind maps can help you visually brainstorm and collect ideas without a strict organization or structure. A mind map more closely aligns with the way a lot of our brains work—participants can bounce from one thought to the next defining the relationships as they go.

Mind mapping to solve a problem includes, but is not limited to, these relatively easy steps:

• In the center of the page, add your main idea or concept (in this case, the problem).
• Branch out from the center with possible root causes of the issue. Connect each cause to the central idea.
• Branch out from each of the subtopics with examples or additional details about the possible cause. As you add more information, make sure you are keeping the most important ideas closer to the main idea in the center.
• Use Collaborative AI to generate or expand on your ideas, so your mind map is as complete as possible.

Alternatively, you could use mind maps to brainstorm solutions once you discover the root cause. Try our free mind map template  or add the mind map shape library to quickly start your own mind map.

Create a problem-solving flowchart

A mind map is generally a good tool for non-linear thinkers. However, if you are a linear thinker—a person who thinks in terms of step-by-step progression making a flowchart may work better for your problem-solving strategy. A flowchart is a graphical representation of a workflow or process with various shapes connected by arrows representing each step.

Whether you are trying to solve a simple or complex problem, the steps you take to solve that problem with a flowchart are easy and straightforward. Using boxes and other shapes to represent steps, you connect the shapes with arrows that will take you down different paths until you find the logical solution at the end.

Flowcharts or decision trees are best used to solve problems or answer questions that are likely to come up multiple times. For example, Yoder Lumber , a family-owned hardwood manufacturer, built decision trees in Lucidchart to demonstrate what employees should do in the case of an injury.

To start your problem-solving flowchart, follow these steps:

• Draw a starting shape to state your problem.
• Draw a decision shape where you can ask questions that will give you yes-or-no answers.
• Based on the yes-or-no answers, draw arrows connecting the possible paths you can take to work through the steps and individual processes.
• Continue following paths and asking questions until you reach a logical solution to the stated problem.
• Try the solution. If it works, you’re done. If it doesn’t work, review the flowchart to analyze what may have gone wrong and rework the flowchart until you find the solution that works.

If your problem involves a process or workflow , you can also use flowcharts to visualize the current state of your process to find the bottleneck or problem that’s costing your company time and money.

Lucidchart has a large library of flowchart templates to help you analyze, design, and document problem-solving processes or any other type of procedure you can think of.

Draw a cause-and-effect diagram

A cause-and-effect diagram is used to analyze the relationship between an event or problem and the reason it happened. There is not always just one underlying cause of a problem, so this visual method can help you think through different potential causes and pinpoint the actual cause of a stated problem.

Cause-and-effect diagrams, created by Kaoru Ishikawa, are also known as Ishikawa diagrams, fishbone diagrams , or herringbone diagrams (because they resemble a fishbone when completed). By organizing causes and effects into smaller categories, these diagrams can be used to examine why things went wrong or might go wrong.

To perform a cause-and-effect analysis, follow these steps.

1. Start with a problem statement.

The problem statement is usually placed in a box or another shape at the far right of your page. Draw a horizontal line, called a “spine” or “backbone,” along the center of the page pointing to your problem statement.

2. Add the categories that represent possible causes.

For example, the category “Materials” may contain causes such as “poor quality,” “too expensive,” and “low inventory.” Draw angled lines (or “bones”) that branch out from the spine to these categories.

3. Add causes to each category.

Draw as many branches as you need to brainstorm the causes that belong in each category.

Like all visuals and diagrams, a cause-and-effect diagram can be as simple or as complex as you need it to be to help you analyze operations and other factors to identify causes related to undesired effects.

Collaborate with Lucidchart

You may have superior problem-solving skills, but that does not mean that you have to solve problems alone. The visual strategies above can help you engage the rest of your team. The more involved the team is in the creation of your visual problem-solving narrative, the more willing they will be to take ownership of the process and the more invested they will be in its outcome.

In Lucidchart, you can simply share the documents with the team members you want to be involved in the problem-solving process. It doesn’t matter where these people are located because Lucidchart documents can be accessed at any time from anywhere in the world.

Whatever method you decide to use to solve problems, work with Lucidchart to create the documents you need. Sign up for a free account today and start diagramming in minutes.

About Lucidchart

Lucidchart, a cloud-based intelligent diagramming application, is a core component of Lucid Software's Visual Collaboration Suite. This intuitive, cloud-based solution empowers teams to collaborate in real-time to build flowcharts, mockups, UML diagrams, customer journey maps, and more. Lucidchart propels teams forward to build the future faster. Lucid is proud to serve top businesses around the world, including customers such as Google, GE, and NBC Universal, and 99% of the Fortune 500. Lucid partners with industry leaders, including Google, Atlassian, and Microsoft. Since its founding, Lucid has received numerous awards for its products, business, and workplace culture. For more information, visit lucidchart.com.

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Blog Business What is a Problem-Solving Flowchart & How to Make One

What is a Problem-Solving Flowchart & How to Make One

Written by: Danesh Ramuthi Aug 10, 2023

Problem-Solving Flowcharts, contrary to what many believe aren’t just aesthetic wonders — they’re almost like magical blueprints for troubleshooting those pesky problems that many of us face.

Flowcharts take business challenges and turn them into a navigable pathway. In this post, I will guide you on key aspects of problem-solving flowcharts such as what it is, the advantages of problem-solving flowcharts, how to create one and more.

Besides, you’ll also discover how to create problem-solving flowcharts with the help of Venngage’s Flowchart Maker.

And for those of you thinking, “I’m no designer, how can I create one?” worry not! I’ve got you covered. Just hop on Venggage’s Flowchart Templates and you’ll be charting your way to problem-solving glory in no time.

Click to jump ahead:

What are problem-solving flowcharts?

When to use problem-solving flowcharts, what are the advantages of flowcharts in problem-solving, what are the 7 steps of problem-solving flowcharts.

• 5 different types of problem-solving flowcharts

Best practices for designing effective problem-solving flowcharts

• How to make a flowch art using Venngage ?

Problem-solving flowcharts FAQs

• Final Thoughts

Problem-Solving Flowcharts is a graphical representation used to break down problem or process into smaller, manageable parts, identify the root causes and outline a step-by-step solution. 

It helps in visually organizing information and showing the relationships between various parts of the problem.

This type of flowcharts consists of different symbols and arrows, each representing different components or steps in the problem-solving process. 

By following the flow of the chart, individuals or teams can methodically approach problem, analyze different aspects of it and come to a well-informed solution.

Problem-Solving Flowcharts is a versatile tool that can be used in various scenarios. Here’s when to consider utilizing one:

• Complex Problems: When faced with a multifaceted issue that involves multiple steps or variables, flowcharts can help break down the complexity into digestible parts.
• Team Collaboration: If you’re working with a team and need a common understanding of problem and its potential solutions then a flowchart provides a visual that everyone can refer to.
• Analyzing Processes: In a situation where you need to understand a particular process, whether it’s within a project or a part of regular operations then mapping it out in a flowchart can offer clarity.
• Decision Making: When various paths or decisions might be taken, a flowchart can outline the potential outcomes of each aiding in making an informed choice.
• Training and Onboarding: Flowcharts can be used in training materials to help new employees understand complex processes or procedures which makes the learning curve smoother.
• Identifying Root Causes: If you’re looking to identify the underlying causes of problem then a flowchart can facilitate a systematic approach to reaching the root of the issue.

Related: How to Use Fishbone Diagrams to Solve Complex Problems

Problem-solving flowcharts can offer several benefits to the users who are looking to solve a particular problem. Few advantages of flowcharts in problem solving are: 

Visual Clarity

When you’re dealing with multifaceted problems or processes, words alone can make the situation seem even more tangled. Flowcharts distill these complexities into easily understandable visual elements. 

By mapping out each phase or component of problem, flowcharts offer a bird’s eye view enabling individuals to grasp the bigger picture and the finer details simultaneously.

Sequential Representation

Flowcharts excel in laying out the sequence of events or actions. By indicating a clear starting point and illustrating each subsequent step, they guide users through a process or solution path methodically. 

This linear representation ensures that no step is overlooked and each is executed in the right order.  

Collaboration

Problem-solving often requires team effort and flowcharts are instrumental in fostering collaborative environments. 

When a team is discussing potential solutions or trying to understand problem’s intricacies, a flowchart serves as a collective reference point. 

It aids in synchronizing everyone’s understanding, minimizing miscommunications and promoting constructive discussions. 

Read more about: Flowcharts Symbols and Meaning

1. Define the Problem  

Before anything else, it’s essential to articulate the problem or task you want to solve clearly and accurately. By understanding exactly what needs to be addressed you can ensure that subsequent steps align with the core issue.

2. Identify the Inputs and Outputs  

Determine what inputs (such as data, information or resources) will be required to solve the problem and what the desired outputs or outcomes are. Identifying these factors will guide you in structuring the steps needed to reach the end goal and ensure that all necessary resources are at hand.

3. Identify the Main Steps  

Break down the problem-solving process into its main steps or subtasks. This involves pinpointing the essential actions or stages necessary to reach the solution. Create a roadmap that helps in understanding how to approach the problem methodically.

4. Use Decision Symbols  

In problem-solving, decisions often lead to different paths or outcomes. Using standard symbols to represent these decision points in the flowcharts allows for a clear understanding of these critical junctures. It helps visually present various scenarios and their consequences.

5. Add Descriptions and Details  

A well-designed flowcharts is concise but clear in its labeling. Using arrows and short, descriptive phrases to explain what happens at each step or decision point ensures that the flowcharts communicates the process without unnecessary complexity. 

6. Revise and Refine  

Creating a flowcharts is not always a one-and-done process. It may require revisions to improve its clarity, accuracy or comprehensiveness. Necessary refinement ensures that the flowcharts precisely reflects the problem-solving process and is free from errors or ambiguities.

7. Use Flowchart Tool  

While it’s possible to draw a flowcharts manually, using a flowcharts tool like Venngage’s Flowchart Maker and Venngage’s Flowchart Templates can make the process more efficient and flexible. These tools come with pre-designed templates and intuitive interfaces that make it easy to create, modify and share flowcharts. 

5 different types of problem-solving flowcharts 

Let’s have a look at 5 most common types of flowcharts that individuals and organizations often use. 

1. Process Flowchart s

A process flowcharts is a visual representation of the sequence of steps and decisions involved in executing a particular process or procedure. 

It serves as a blueprint that showcases how different stages or functions are interconnected in a systematic flow and it highlights the direction of the process from its beginning to its end.

Process flowcharts are instrumental in training and onboarding, sales process , process optimization, documentation, recruitment and in any scenario where clear communication of a process is crucial.

2. Flowcharts Infographic 

A flowcharts infographic is a great way to showcase the process or a series of steps using a combination of graphics, icons, symbols and concise text. It aims to communicate complex information in a clear and easy-to-understand manner, making it a popular tool for conveying information, data and instructions in a visually engaging way.

For example, you can use this flowchart to illustrate a health insurance process that visually explains the steps involved from finding a provider to paying for your healthcare provider. 

3. Circular Flowcharts

A circular flowcharts is used to illustrate the flow of information, goods, services or money within a closed system or process. It gets its name from its circular shape, which emphasizes the continuous and cyclical nature of the flow. 

Circular flowcharts are widely used in various fields such as economics, business, engineering and process management to help visualize and understand complex systems.

In a circular flowcharts , elements are represented using various shapes and connected with arrows to indicate the direction of flow. The circular arrangement indicates that the process is ongoing and repeats itself over time.

4. Swimlane flowcharts

Swimlane flowcharts , also known as cross-functional flowcharts are a specific type of flowchart that organizes the process flow into lanes or “swimlanes.” 

Each lane represents a different participant or functional area involved in the process and the flowchart shows how activities or information move between these participants. 

Swimlane flowcharts are particularly useful for illustrating complex processes that involve multiple stakeholders or departments.

In a swimlane flowcharts, the process is divided horizontally into lanes and each lane is labeled with the name of the department, person or role responsible for that part of the process. Vertically, the flowchart displays the sequence of steps or actions taken in the process.

5. Decision Flowchart s

Decision flowcharts, also known as decision trees or flow diagrams are graphical representations that illustrate the process of making decisions or solving problems. 

They are widely used in various fields such as computer science, business mapping , engineering and problem-solving scenarios. 

Decision flowcharts help break down complex decision-making processes into simple, sequential steps, making it easier to understand and follow.

A decision tree is a specialized flowchart used to visually represent the process of decision-making. 

Businesses and other individuals can employ a decision tree analysis as a tool to aid in evaluating different options and the possible consequences associated with each choice.

Decision trees Infographics can be used to create a more nuanced type of flowchart that is more informative and visually appealing by combining a decision flowchart and the flowchart infographic. 

Decision flowcharts are valuable tools for visualizing decision-making processes, analyzing complex problems and communicating them effectively to others.

Designing effective problem-solving flowcharts involves careful consideration of various factors to ensure clarity, accuracy and usability. Here are some best practices to create efficient and useful problem-solving flowcharts:

• Understand the problem first & clearly define it
• Keep it simple
• Use standard & recognizable symbols
• Ensure that the flowchart follows a logical and sequential order
• Clearly label each decision point, action and outcome
• Verify the flowchart’s accuracy by testing it
• Clearly state the decision criteria that lead to different branches
• Provide context when the flowchart is part of a larger process or system
• Review and revise the flowchart

How to make a flowchart using Venngage ?

Creating problem-solving flowchart on Venngage is incredibly simple. All you have to do is:

• Start by Signing Up and Creating an Account with Venngage
• Choose a flowchart template that best suits your needs from our library.
• Start editing your flowchart by choosing the desired shapes, labels and colors.
• You can also enhance your flowchart by incorporating icons, illustrations or backgrounds all of which are readily available in our library.
• Once done, you will have 2 options to choose from, either sharing it online for free or downloading your flowchart to your desktop by subscribing to the Premium or Business Plan. 

Is flowchart the representation of problem solutions?

Flowcharts are not the representation of problem solutions per se; rather, they are a visual representation of processes, decision-making steps and actions taken to arrive at a solution to problem.

What are the 3 basic structures of flowcharts?

3 Basic Structures of Flowcharts are:

• Sequence: Simplify Complexity
• Selection (Decision): Embrace Choices
• Repetition (Loop): Emphasize Iteration

What are the elements of a good flowchart?

A good flowchart should exhibit clarity and simplicity, using consistent symbols and labels to depict a logical sequence of steps. It should be readable, with appropriate white space to avoid clutter while eliminating ambiguity through well-defined decision criteria and paths.

Can flowcharts be used for both simple and complex problem-solving?

Yes, flowcharts can be used for both simple and complex problem-solving scenarios. Flowcharts are versatile visual tools that can effectively represent various processes, decision-making steps and problem-solving approaches regardless of their complexity.

In both cases, flowcharts offer a systematic and visual means of organizing information, identifying potential problems and facilitating collaboration among team members.

Can problem-solving flowcharts be used in any industry or domain?

Problem-solving flowcharts can be used in virtually any industry or domain. The versatility and effectiveness of flowcharts make them applicable to a wide range of fields such as Business and Management, Software Development and IT, Healthcare, Education, Finance, Marketing & Sales and a lot more other industries. 

Final thoughts

Problem-solving flowcharts are a valuable and versatile tool that empowers individuals and teams to tackle complex problems with clarity and efficiency.

By visually representing the step-by-step process of identifying, analyzing and resolving issues, flowcharts serve as navigational guides simplifying intricate challenges into digestible parts.

With the aid of modern tools like Venngage’s Flowchart Maker and Venngage’s Flowchart Templates , designing impactful flowcharts becomes accessible to all while revolutionizing the way problems are approached and solved.

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Visualization for innovation: How to use flowcharts for smarter problem solving

In December 1921, industrial psychologists Lillian Gilbreth and Frank Bunker Gilbreth presented a new model for problem solving to the American Society of Mechanical Engineers in New York City. 

Their “process chart” — known today as a flowchart — is a method of visualizing a process in order to improve it. More than one hundred years later, companies from manufacturing to tech startups use flowcharts to pinpoint bottlenecks, improve efficiency, and enhance decision-making for their biggest challenges. 

How flowcharts simplify problem solving

Visualizing a problem lets us see it in its entirety and process how different components interact. That’s because, according to the Gestalt Principles , with visual representation, our minds can quickly perceive individual elements as a whole and understand a problem better. 

“Every detail of a process is more or less affected by every other detail,” the Gilbreths theorized . “Therefore, the entire process must be presented in such [a] form that it can be visualized all at once before any changes are made in any of its subdivisions.” 

Once you see how individual elements work together to create a process, you can take steps to modify elements to improve the whole. 

• What is a problem-solving flowchart?

A problem-solving flowchart is a flowchart that helps process improvement, troubleshooting, or decision-making. Flowcharts use shapes, symbols, and connecting arrows to map out a problem or flow. This technique illustrates how many steps are in a process, entry and endpoints, the flow of information and materials, and any branches or decision points. 

For example, this problem-solving flowchart template shows how you can use a flowchart to troubleshoot a technical problem. The flow guides users through basic questions and actions to a likely solution. 

Use this template

• When to use a flowchart for problem solving

Flowcharts can be useful in several instances:

• When you’re aware of a problem, but aren’t sure of the root cause or the best way to solve it. 
• When you want to improve a product or service or specific outcomes, like delivery time. 
• When you’re entering a new market and want to create solutions that are a market fit for real customer problems. 

You can also explore flowchart templates to visualize and structure your thought process more effectively, helping you identify potential bottlenecks, inefficiencies, or steps in your strategy that need refinement.

• The stages of problem solving

To understand how to use flowcharts for problem solving, we’ll use the double diamond design-thinking process . This approach divides problem solving into four stages: discover, define, develop, and deliver. Most people start problem solving in the middle of the diamonds, believing that they know the problem and can start on solutions right away. Instead, you should start even earlier. 

https://www.designcouncil.org.uk/our-resources/the-double-diamond

1. Discover

Starting with research helps people understand, rather than simply assume, the problem. Design Council co-founder Jonathan Ball advises , “Go back and ask, ‘Have I been asked to solve the right problem?’”

Problem-solving requests normally come to product or engineering teams from leadership or customers. Statements like “This isn’t selling well” or “This process takes too long” describe pain points, but they’re too vague to form functional solutions. 

There are multiple ways to explore the root of a problem:

• Qualitative user research like user interviews
• Quantitative user research like user testing and heatmap tracking
• Workshops, like Upwork’s problem-solving workshop with Miro that led participants through brainstorming, discussing, and voting on top problems to solve
• Flowcharts to illustrate challenges in the “as-is” process . 

As-is process mapping

Flowcharts can help solve problems by first mapping out the problematic process. If a process map doesn’t exist, isn’t updated, or hasn’t been well communicated, this is the best starting point. 

Ask all teams involved to participate in mapping out the current process. During the process, you may identify bottlenecks or areas of misunderstanding. 

Next, refine your discovery into a single statement. A problem statement should explain who is affected, their end goal, the challenge, and the impact of the challenge. Here’s an example of a problem statement:

“Users of [software name] encounter frustration when they try to customize a monthly sales report. They are not able to customize the data within the platform reporting, and instead are abandoning the process and exporting raw data to compile outside of the platform. This takes longer, makes it harder for them to reach business goals, and lowers satisfaction with the software.”

You can get to the heart of a problem by asking why solving the problem is important and how the problem originated. Miro’s problem statement template is useful for this exercise. 

Once you’ve defined the problem, you’re ready to move to the second diamond — the solution space. Flowcharts are ideal for mapping out potential solutions for testing. Just like an as-is process map, a proposed or to-be process map illustrates how a process should work, showing entry points, decision points, actions, parties, and endpoints.

In the development stage, use testing to reject ideas that don’t work and refine your solution. “The earlier and more often you can prototype and test, the better the outcome will be,” shares Ball. 

It’s important to note that changing a process isn’t always the solution to your problems. Simply visualizing it and addressing misplaced expectations can also be a solution. 

Once you ship a solution, your work isn’t done. Communicate the update to users, collect feedback, track outcomes, and commit to continuous improvement . 

• How to make a visual problem-solving flowchart

Interested in trying your hand at visual problem solving? The specific techniques for visual problem solving are as numerous as there are problems, but below we’ll outline three to get you started. All of them use Miro as their foundation, which allows for collaboration in real time, so you can create effective visuals to guide your process. 

1. Cyclical problem-solving process

This structured problem-solving process by Senior UX Designer Marcos Rezende walks teams through eight steps for tackling organizational challenges. It includes identifying the problem, gathering and analyzing data, generating solutions, and implementing them. Because this process is cyclical, it’s valuable for continuous improvement.  

2. Cross-functional flowchart

If you’re attempting to solve internal workflow problems, a cross-functional flowchart can help you pinpoint challenges across silos. This template from Hiro Studio walks teams through outlining process steps and their relationships, identifying unnecessary complexity or duplication, and uncovering opportunities for improvement. 

Consultant John White explains why this technique is effective: “When we document a process flow, we get everyone on the same page by removing assumptions of what we think is happening, and we document what is actually happening.”

Embed intro video: https://miro.com/miroverse/cross-functional-flowchart/

3. Problem tree 

Instead of a traditional flowchart, this technique visualizes a problem as a tree. This visualization approach is designed to give a holistic view of a problem (the tree trunk) with its impacts (branches) and root causes (roots). 

• Frameworks for decision-making

Beyond flowcharts, visualization can help leaders make better decisions by framing decision criteria in visual form. Here are a few ways you can illustrate your thought process in visual form for more effective decisions. 

1. Risk matrix template

This risk matrix template helps leaders visualize the likelihood of adverse events happening by placing them on a matrix from rare to very likely and trivial to extreme.

2. Project scope template

How often do you need to argue that a request is “out of scope”? This simple framework helps you define a project scope at the beginning, so you have a touchstone to return to as a project evolves. This helps to manage goals, increase clarity, and keep projects within timeline and budget. 

2. Priority matrix template

When you have competing priorities, deciding how to invest your time and budget is difficult. To determine the best outcomes, use this priority matrix template to map out initiatives by urgency and importance. This brings agility to your team and keeps your focus on what matters most. 

You can find more decision-making visualization templates here . 

• From visualization to optimization: How visual problem solving leads to innovation

Over a century after its birth, the flowchart remains a valuable tool to help companies approach a problem differently, using visual cues to understand all the moving parts. 

With flowcharts and other visual tools, you can:

• Explore and define the right problem to solve
• Map out current processes to pinpoint the root cause of problems
• Propose and test new workflows and solutions
• Visualize a problem at a high level and work through frameworks for better decisions

Visualizing problems helps our brains “see” problems and solutions where we might have otherwise missed a connection. Using problem-solving flowcharts as a tool, you’ll set your teams up for better communication and innovation, too.

Ready to create flowcharts with just a few easy clicks?

Keep reading, unlocking clarity: mastering flow diagrams for complex process improvement.

Diagram design 101: Tips for effective visual diagrams to supercharge innovation

Achieve continuous improvement with as-is and to-be process mapping

How to create a problem-solving flow chart

Problem-solving is one of those topics that we’ve often discussed on this site (check out our Problem Solving guide ). We think it’s one of  THE  vital skills of business. Why? Because you’ll come across problems every day, and you need to arm yourself with the right tools to solve them.

A problem-solving flowchart is one of those tools. It’ll help you take a problem statement, break the problem down into likely causes helping you get to the bottom of what’s gone wrong.

In this post, we’ll cover

• What is a Problem Solving Flow Chart
• How to create a Problem Solving flow chart
• Example 1 of Problem Solving flow chart
• Example 2 of Problem Solving Flow chart
• What flow chart shapes to use
• When should you use a flow chart
• 7 tips on creating your Problem Solving chart

Key Benefits & Likely issues with the tool

Let’s get started!

What is a Problem Solving Flowchart

A Problem Solving flow chart is a diagram that uses shapes, arrows, and text to show a moving sequence of actions and/or activities that help solve a problem.  

How to create a Problem Solving flowchart

• Describe your problem.
• Pose Yes/No Questions that can help identify the cause of the problem
• Question each stage of the process until it is fully examined
• Repeat steps 2 & 3 until you have identified a solution
• Try the solution; if it is successful in addressing the root cause, then you’ve fixed your problem. If not, repeat the process until you have a solution that works.

A problem-solving flowchart attempts to identify a root cause/solution to the trigger that is causing the problem allowing you to change the process and prevent the problem from occurring. 

Let’s now demonstrate the effectiveness of a problem solving flowchart by showing some examples.

Example 1 Problem solving flow chart

In our first example, we’re going to start with something simple to show you the principle of the tool.

We have been given a cup of tea and we don’t like it!  

Let’s use a problem-solving flow chart to find out what’s gone wrong.

We’ve used Excel to capture this flow chart using flowchart shapes (insert –> shapes), you can, of course, use other applications to do this, you don’t’ have to have specialized flow chart software to do this. ( there’s a great flowchart in Excel video here ). Or you can simply use a pen and paper.

Use a rectangle and add your problem statement.

Remember to keep your problem statement unambiguous and straightforward. Here we’ve used “I don’t like my cup of tea.”

Now that we’ve got our problem statement, we’re going to start asking questions.

We’re going to examine the variables that go into a cup of tea in an attempt to find out what’s gone wrong.

** TIP** – Work through your process – rather than start from scratch, if you have a documented process, work through that examining each step to ascertain if there are issues. If not, you might find it useful to research and sketch out the process before starting with your flowchart.

We have a process for the cup of tea, which is:

1/ Boil Water

2/ Place Breakfast Tea teabag in the cup

3/ Add Water

4/ Leave to sit for 2 mins

4/ Remove teabag

5/ Add milk

6/ Add sugar

So our problem solving flow chart needs to examine each of those steps to determine where the failure has occurred. 

We’ll add a question shape (diamond), connect out problem statement to it using an arrow to check if we boiled the kettle. Our Diagram will now look like:

As a question, we want two possible routes – Yes and No.

Our process asks us to boil the kettle if we did, and the answer is Yes, then we can go to the next process step.

If the answer is No, then we have a problem. Our tea will be cold. 

Here we can do one of two things. We can terminate the flow chart, or we can add an activity to rectify the problem (this might be to remake the drink or to perhaps heat the drink up in the microwave).

Our flow chart now looks like this:

Step 2 in our Tea making process was to add a Breakfast-tea tea bag.

So, once again, we’ll ask a question about that step.

“Did we add an English Breakfast teabag.”

As before, we’ll use a question shape, using Yes or No answers. If we performed the process step correctly, we’d move on. If we didn’t, we’ll either end the problem solving (we’ve found the root cause), or we’ll add a corrective action.

Now we’ll repeat this process until we’ve reviewed the whole process.

Our finished flowchart looks like this.

However, we’re not finished.

What happens if we follow the flow chart, and we find we didn’t use boiled water. We remake the tea using boiled water, and we still don’t like it?  

We need to ask some further questions.

We need to update our flow chart to validate that we solved the problem and what to do if we didn’t.

So for each step of the process, our problem solving flowchart now looks like this.

Here’s our completed flow chart.

As you can see, we’ve identified the problem, and we’ve described a corrective action.

But there’s a problem here. With this flowchart, you can still follow it, validating the process, and still end up with a cup of tea that’s unsatisfactory. 

Why is that?

Well, it’s perfectly possible that we started out with a process that’s incorrect. What happens if the process called for using an incorrect tea bag from the start?

So we’ll simplify things by adding a block at the end that if you’re still not happy at the end of reviewing the steps, a full review of the process will be undertaken. This is a simple answer to this problem, and I would expect that you would expand this section in more detail if you were creating a flowchart yourself.

So what does a more complex process look like, how about we look at a business problem?

Example 2 Problem Solving flow chart

OK, so example 1 may have been a bit simple, and you are maybe looking for something in a business context.

So in Example 2, let’s look at a scenario that’s a little more complex.

Let’s assume that your organization has received a non-conforming part. You have been assigned to work with the Vendor to:

• Find out what went wrong
• Prevent recurrence

We’re going to use a problem solving flow chart to help us do that.

As with the first example, we’re going to state the problem.

“The part is non conforming.”

Using the production process from the Vendor, we’ll work through the stages to see if we can spot what’s gone wrong.

The diagram below shows an analysis of the first two steps of the production process using a problem-solving flow chart.

The first thing you’ll notice is that on one process step, there may be many questions to ascertain the potential issue.  

Some of these may be complex and require careful thought.

There may be multiple variables (systems, processes, tools, inputs, etc.) that may require attention.

You will need to analyze each process step, in full, to be sure you have caught all the possible causes of the fault.

Which Flow chart shapes should you use.

A problem solving flow chart usually utilizes only a small number of shapes. We show these in the table below.

When should you use a Problem Solving flow chart

There are many many problem tools available.

A flow chart lends itself to be used when:

• You are looking for a tool that is simple to use
• You are looking to use a tool that does not require complex software
• You want to validate a  process.
• You want something that facilitates collaboration
• You want something that you can use to communicate with others

7 Tips on creating great problem solving flow charts

1/ Use standard shapes!

2/ Make it easy to follow!

3/ Keep things on one page

4/ Don’t overload your boxes with text

5/ Go into enough detail. Don’t try and simplify activities as it might hide problems from being seen.

6/ Collaborate. Where you can utilize a team to help document the problem and the activities do so. The more knowledge of the process, the better chance you’ll have of locating the issue.

7/ Use a consistent direction to flow your process, moving things around the page can confuse people who might look at it.

A flow chart can provide you with a great advantage when looking to solve problems. Some of the key benefits include

• A visual aide that’s easy to understand
• Simple to use, does not require hours and hours of training
• A tool that facilitates collaboration
• Effective for aiding communication
• Provides an effective method of analysing a process

However, as with everything, there are some issues to look out for

• Flowchart fails to capture all process steps and therefore root cause analysis is hit and miss
• Lack of knowledge of the process by the individual compiling the flowchart results in inaccurate problem solving
• Inconsistent flow of process makes maps confusing
• Complex processes may be better suited to other tools (fishbone etc)
• Inconsistent formatting and/or use of shapes result in flowchart that is difficult to utilise.

There are a great many tools out there for problem-solving, and flow charts can be used either as a stand-alone tool or conjunction with one of these other tools.

Flowcharts can make for a great problem-solving tool.  

They’re simple to use, effective, and facilitate collaboration.

We hope you’ve found our article useful, in particular the example walkthroughs.

If you’re looking to use the tool, we’d love some feedback from you and hearing how you’ve got on. Why not fire us a message on twitter or use the comments section below.

This article is part of our Problem Solving Guide.   

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A Step-by-Step Guide to A3 Problem Solving Methodology

Author: Daniel Croft

Daniel Croft is an experienced continuous improvement manager with a Lean Six Sigma Black Belt and a Bachelor's degree in Business Management. With more than ten years of experience applying his skills across various industries, Daniel specializes in optimizing processes and improving efficiency. His approach combines practical experience with a deep understanding of business fundamentals to drive meaningful change.

Problem-solving is an important component of any business or organization. It entails identifying, analyzing, and resolving problems in order to improve processes, drive results, and foster a culture of continuous improvement. A3 Problem solving is one of the most effective problem-solving methodologies.

A3 Problem solving is a structured and systematic approach to problem-solving that originated with the lean manufacturing methodology. It visualizes the problem-solving process using a one-page document known as an A3 report. The A3 report provides an overview of the problem, data analysis, root causes, solutions, and results in a clear and concise manner.

A3 Problem Solving has numerous advantages, including improved communication, better decision-making, increased efficiency, and reduced waste. It is a powerful tool for businesses of all sizes and industries, and it is especially useful for solving complex and multi-faceted problems.

In this blog post, we will walk you through the A3 Problem Solving methodology step by step. Whether you are new to A3 Problem Solving or simply want to improve your skills, this guide will help you understand and apply the process in your workplace.

What is A3 Problem Solving?

A3 Problem Solving is a structured and systematic approach to problem-solving that makes use of a one-page document called an A3 report to visually represent the process. The A3 report provides an overview of the problem, data analysis, root causes, solutions, and results in a clear and concise manner. The method was created within the framework of the Lean manufacturing methodology and is based on the principles of continuous improvement and visual management.

Looking for a A3 Problem solving template? Click here

Origin and History of A3 Problem Solving

A3 Problem Solving was developed by Toyota Motor Corporation and was first used in the manufacture of automobiles. The term “A3” refers to the size of the paper used to create the report, which is an ISO standard known as “A3”. The goal of the A3 report is to provide a visual representation of the problem-solving process that all members of the organisation can easily understand and share. A3 Problem Solving has been adopted by organisations in a variety of industries over the years, and it has become a widely used and recognised method for problem-solving.

Key Principles of A3 Problem Solving

The following are the key principles of A3 Problem Solving:

• Define the problem clearly and concisely
• Gather and analyze data to gain a deep understanding of the problem
• Identify the root causes of the problem
• Develop and implement effective solutions
• Evaluate results and continuously improve

These principles serve as the foundation of the A3 Problem Solving methodology and are intended to assist organisations in continuously improving and achieving their objectives. Organizations can effectively solve problems, identify areas for improvement, and drive results by adhering to these principles.

Step 1: Define the Problem

Importance of clearly defining the problem.

The first step in the A3 Problem Solving process is critical because it lays the groundwork for the remaining steps. To define the problem clearly and accurately, you must first understand the problem and identify the underlying root cause. This step is critical because if the problem is not correctly defined, the rest of the process will be based on incorrect information, and the solution developed may not address the issue effectively.

The significance of defining the problem clearly cannot be overstated. It aids in the collection and analysis of relevant data, which is critical for developing effective solutions. When the problem is clearly defined, the data gathered is more relevant and targeted, resulting in a more comprehensive understanding of the issue. This will enable the development of solutions that are more likely to be effective because they are founded on a thorough and accurate understanding of the problem.

However, if the problem is not clearly defined, the data gathered may be irrelevant or incorrect, resulting in incorrect conclusions and ineffective solutions. Furthermore, the process of collecting and analysing data can become time-consuming and inefficient, resulting in resource waste. Furthermore, if the problem is not accurately defined, the solutions developed may fail to address the root cause of the problem, resulting in ongoing issues and a lack of improvement.

Techniques for Defining the Problem

The first step in the A3 Problem Solving process is to clearly and accurately define the problem. This is an important step because a clearly defined problem will help to ensure that the appropriate data is collected and solutions are developed. If the problem is not clearly defined, incorrect data may be collected, solutions that do not address the root cause of the problem, and time and resources may be wasted.

A problem can be defined using a variety of techniques, including brainstorming , root cause analysis , process mapping , and Ishikawa diagrams . Each of these techniques has its own advantages and disadvantages and can be used in a variety of situations depending on the nature of the problem.

Best Practice for Defining the Problem

In addition to brainstorming, root cause analysis, process mapping, and Ishikawa diagram s, best practices should be followed when defining a problem in A3 Problem Solving. Among these best practices are:

• Define the issue in a specific and quantifiable way: It is critical to be specific and concise when defining the problem, as well as to quantify the problem in terms of its impact. This will help to ensure that all stakeholders understand the problem and that data collection is focused on the right areas.
• Focus on the problem’s root cause: The A3 Problem Solving methodology is intended to assist organisations in identifying and addressing the root cause of a problem, rather than just the symptoms. Organizations can ensure that their solutions are effective and long-lasting by focusing on the root cause of the problem.
• Ascertain that all stakeholders agree on the problem’s definition: All stakeholders must agree on the definition of the problem for the A3 Problem Solving process to be effective. This ensures that everyone is working towards the same goal and that the solutions developed are relevant and appropriate.
• Consider the problem’s impact on the organisation and its stakeholders: It is critical to consider the impact of the problem on the organisation and its stakeholders when defining it. This will assist in ensuring that the appropriate data is gathered and that the solutions developed are relevant and appropriate.

Organizations can ensure that their problem is defined in a way that allows for effective data collection, analysis, and solution development by following these best practices. This will aid in the development of appropriate solutions and the effective resolution of the problem, resulting in improvements in the organization’s processes and outcomes.

Step 2: Gather Data

Gathering data in a3 problem solving.

Data collection is an important step in the A3 Problem Solving process because it allows organisations to gain a thorough understanding of the problem they are attempting to solve. This step entails gathering pertinent information about the problem, such as data on its origin, impact, and any related factors. This information is then used to help identify root causes and develop effective solutions.

One of the most important advantages of data collection in A3 Problem Solving is that it allows organisations to identify patterns and trends in data, which can be useful in determining the root cause of the problem. This information can then be used to create effective solutions that address the problem’s root cause rather than just its symptoms.

In A3 Problem Solving, data collection is a collaborative effort involving all stakeholders, including those directly impacted by the problem and those with relevant expertise or experience. Stakeholders can ensure that all relevant information is collected and that the data is accurate and complete by working together.

Overall, data collection is an important step in the A3 Problem Solving process because it serves as the foundation for effective problem-solving. Organizations can gain a deep understanding of the problem they are attempting to solve and develop effective solutions that address its root cause by collecting and analysing relevant data.

Data Collection Methods

In A3 Problem Solving, several data collection methods are available, including:

• Observations
• Process diagrams

The best data collection method will be determined by the problem being solved and the type of data required. To gain a complete understanding of the problem, it is critical to use multiple data collection methods.

Tools for Data Analysis and Visualization

Once the data has been collected, it must be analysed and visualised in order to gain insights into the problem. This process can be aided by the following tools:

• Excel Spreadsheets
• Flow diagrams
• Pareto diagrams
• Scatter Plots
• Control diagrams

These tools can assist in organising data and making it easier to understand. They can also be used to generate visual representations of data, such as graphs and charts, to communicate the findings to others.

Finally, the data collection and analysis step is an important part of the A3 Problem Solving process. Organizations can gain a better understanding of the problem and develop effective solutions by collecting and analysing relevant data.

Step 3: Identify Root Causes

Identifying the root causes of the problem is the third step in the A3 Problem Solving process. This step is critical because it assists organisations in understanding the root causes of a problem rather than just its symptoms. Once the underlying cause of the problem is identified, it can be addressed more effectively, leading to more long-term solutions.

Overview of the Root Cause Analysis Process

The process of determining the underlying causes of a problem is known as root cause analysis. This process can assist organisations in determining why a problem is occurring and what can be done to prevent it from recurring in the future. The goal of root cause analysis is to identify the underlying cause of a problem rather than just its symptoms, allowing it to be addressed more effectively.

To understand Root cause analysis in more detail check out RCA in our Lean Six Sigma Yellow Belt Course Root Cause Analysis section

Techniques for Identifying Root Causes

There are several techniques for determining the root causes of a problem, including:

• Brainstorming
• Ishikawa diagrams (also known as fishbone diagrams)
• Root Cause Tree Analysis

These methods can be used to investigate the issue in-depth and identify potential root causes. Organizations can gain a deeper understanding of the problem and identify the underlying causes that must be addressed by using these techniques.

Best Practices for Conducting Root Cause Analysis

It is critical to follow these best practices when conducting root cause analysis in A3 Problem Solving:

• Make certain that all stakeholders participate in the root cause analysis process.
• Concentrate on determining the root cause of the problem rather than just its symptoms.
• Take into account all potential root causes, not just the most obvious ones.
• To identify root causes, use a systematic approach, such as the 5 Whys or root cause tree analysis.

Organizations can ensure that root cause analysis is carried out effectively and that the root cause of the problem is identified by adhering to these best practises. This will aid in the development of appropriate solutions and the effective resolution of the problem.

Step 4: Develop Solutions

Developing solutions is the fourth step in the A3 Problem Solving process. This entails generating ideas and options for dealing with the problem, followed by selecting the best solution. The goal is to develop a solution that addresses the root cause of the problem and prevents it from recurring.

Solution Development in A3 Problem Solving

A3 solution development Problem solving is an iterative process in which options are generated and evaluated. The data gathered in the previous steps, as well as the insights and understanding gained from the root cause analysis, guide this process. The solution should be based on a thorough understanding of the problem and address the underlying cause.

Techniques for Developing Solutions

There are several techniques that can be used to develop solutions in A3 Problem Solving, including:

• Brainwriting
• Solution matrix
• Multi voting
• Force field analysis

These techniques can help to generate a range of options and to select the best solution.

Best Practice for Developing Solutions

It is critical to follow the following best practices when developing solutions in A3 Problem Solving:

• Participate in the solution development process with all stakeholders.
• Make certain that the solution addresses the underlying cause of the problem.
• Make certain that the solution is feasible and achievable.
• Consider the solution’s impact on the organisation and its stakeholders.

Organizations can ensure that the solutions they develop are effective and sustainable by adhering to these best practises. This will help to ensure that the problem is addressed effectively and that it does not reoccur.

Step 5: Implement Solutions

The final and most important step in the A3 Problem Solving methodology is solution implementation. This is the stage at which the identified and developed solutions are put into action to address the problem. This step’s goal is to ensure that the solutions are effective, efficient, and long-lasting.

The implementation Process

The implementation process entails putting the solutions developed in the previous step into action. This could include changes to processes, procedures, and systems, as well as employee training and education. To ensure that the solutions are effective, the implementation process should be well-planned and meticulously executed.

Techniques for Implementing Solutions

A3 Problem Solving solutions can be implemented using a variety of techniques, including:

• Piloting the solution on a small scale before broadening its application
• Participating in the implementation process with all relevant stakeholders
• ensuring that the solution is in line with the goals and objectives of the organisation
• Monitoring the solution to determine its effectiveness and make any necessary changes

Best Practice for Implementing Solutions

It is critical to follow these best practices when implementing solutions in A3 Problem Solving:

Make certain that all relevant stakeholders are involved and supportive of the solution. Have a clear implementation plan that outlines the steps, timeline, and resources required. Continuously monitor and evaluate the solution to determine its efficacy and make any necessary changes. Encourage all stakeholders to communicate and collaborate openly. Organizations can ensure that solutions are effectively implemented and problems are effectively addressed by adhering to these best practices. The ultimate goal is to find a long-term solution to the problem and improve the organization’s overall performance.

In conclusion, A3 Problem Solving is a comprehensive and structured methodology for problem-solving that can be applied in various industries and organisations. The A3 Problem Solving process’s five steps – Define the Problem, Gather Data, Identify Root Causes, Develop Solutions, and Implement Solutions – provide a road map for effectively addressing problems and making long-term improvements.

Organizations can improve their problem-solving skills and achieve better results by following the key principles, techniques, and best practices outlined in this guide. As a result, both the organisation and its stakeholders will benefit from increased efficiency, effectiveness, and satisfaction. So, whether you’re an experienced problem solver or just getting started, consider incorporating the A3 Problem Solving methodology into your work and start reaping the benefits right away.

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Daniel Croft

Hi im Daniel continuous improvement manager with a Black Belt in Lean Six Sigma and over 10 years of real-world experience across a range sectors, I have a passion for optimizing processes and creating a culture of efficiency. I wanted to create Learn Lean Siigma to be a platform dedicated to Lean Six Sigma and process improvement insights and provide all the guides, tools, techniques and templates I looked for in one place as someone new to the world of Lean Six Sigma and Continuous improvement.

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What is a flowchart? Examples, tips, and templates

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What is a flowchart.

Flowchart definition: A flowchart is a diagram that uses symbols and arrows to visualize a process.

A flowchart is a diagram that uses symbols and arrows to visualize a process. Flowcharts, also known as flow diagrams, are a handy way to design and document each step in a workflow and illustrate how they’re interconnected. Using a standardized set of symbols, including shapes and arrows, flowcharts make it possible to show complex processes using a shared visual language.

What are flowcharts used for?

Flowcharts were first used in the computing world in the 1940s. As Indiana University professor Nathan Ensmenger explains, “The idea was that an analyst would examine a problem, design an algorithmic solution, and outline that algorithm in the form of a flowchart diagram.”

But flowcharts don’t start and end with computer programming. Today, flowcharts are a useful tool for building and documenting virtually any process, be it simple or complex. They’re used in a wide variety of disciplines and fields, from software development to education to business operations and beyond.

What are the benefits of using flowcharts?

Flowcharts are a powerful tool for visualizing processes, and they offer several benefits that enhance communication, collaboration, and understanding in various contexts. Here are some ways in which using a flowchart can be beneficial:

Clarifies complex processes

Flowcharts break down complex procedures into more manageable, sequential steps. This visualization helps to simplify understanding by showing the flow from one step to another in a logical manner.

Enhances communication

By providing a visual representation of a process, flowcharts facilitate clearer communication among team members and stakeholders. They help ensure that everyone understands the process in the same way, reducing misunderstandings and miscommunications.

Identifies redundancies and inefficiencies

Flowcharts can help identify redundancies and inefficiencies within a process. By laying out each step visually, it becomes easier to see where delays, unnecessary steps, or bottlenecks occur, which can then be addressed to streamline the process.

Improves problem solving 

With a clear visual map of a process, it's easier to pinpoint where issues are occurring. Flowcharts enable problem solvers to focus on specific stages of a process where improvements are needed, facilitating more targeted and effective solutions.

Facilitates training and onboarding

For new employees or team members, flowcharts serve as an excellent training tool. They provide a quick overview of how processes work , which helps new hires understand their roles and responsibilities within the broader system more quickly and thoroughly.

Supports documentation and standardization

Flowcharts are useful for documenting processes for consistency and standardization. They ensure that everyone follows the same process steps , leading to consistent outputs and quality control.

Aids decision-making 

Decision points are clearly marked on flowcharts , showing where decisions need to be made and what the subsequent steps are based on these decisions. This clarity supports quicker and more informed decision-making within a team or organization.

Encourages collaboration 

By visualizing the process, team members can see how their work interconnects with others . This understanding can make the workplace more collaborative, as people understand their roles in the bigger process and work together better.

Supports continuous improvement

Flowcharts aren't static; they can be updated and modified as processes change and improve . This adaptability makes them an excellent tool for continuous improvement efforts within an organization.

Provides a tool for compliance and quality control

In industries where compliance with standards is crucial, flowcharts help ensure adherence to required processes . They can be used as a part of quality control systems to help maintain high standards.

Demystifying flowchart symbols

At first glance, flowcharts and diagrams can look overwhelming. What do all the different shapes mean? But when we take some time to understand flowchart symbols’ meanings, they start to tell a visual story. They indicate when a process starts, the logic that makes it progress, and when it comes to an end.

Basic flowchart symbols

Let’s start with the basics. These are the five symbols you’ll most commonly find in a simple flowchart.

• ‍ Terminator, Start/End : Every process has a start and an end point. Use the oval shape to identify both moments. ‍
• Action, process : The rectangle shape is used for actions or instructions, the things that must be done. ‍
• Decision : The diamond shape indicates a step in the process that asks a question or requires a decision. ‍
• Connector : Use a circle when leaping from one action to another. ‍
• Flowline : Flowlines indicate the directional flow of the process and point to the next step. ‍

Other common flowchart symbols ‍

You can create most simple flowcharts using just five symbols — but you’re not limited to those shapes.

Different types of flowcharts also rely on different symbols. For example, Business Process Model and Notation (BPMN) diagrams use icons, while Unified Modeling Language (UML) diagrams use a much more complex notation system.

Some visual collaborators prefer to use less abstracted images to represent specific aspects of a workflow. For example, an app developer might use an image of a bug to represent all the QA steps in launching a new feature. Play around with your flowchart’s arrows, shapes, and symbols to find what works best for you.

Whatever visual language you use, make sure to be consistent so that the idea or process you are mapping is easily understood.

How to make a flowchart

For almost as long as we’ve had computers, we’ve had flowchart creation software. For serious diagrammers, like the folks mapping out computer algorithms, there are dedicated tools specifically for creating complex flowcharts. However, most people don’t need something quite so robust. In fact, you probably already use a tool that offers flowcharting capabilities — for example, Microsoft Excel, Google Docs, or Google Slides.

Unfortunately, these types of flowchart software have some limitations. Most flowchart makers are designed to be extremely linear, making it difficult to adjust and iterate on the fly. They also limit your team’s ability to collaborate on diagramming in real time. Instead, you’re left playing diagramming ping-pong with your teammates. This back-and-forth can cost you valuable time and prevent you from coming to solutions quickly as a cohesive team.

If you need a flowchart maker that allows you to collaborate — especially with a remote or distributed team — you need a visual collaboration platform.

Visual collaboration platforms are especially useful when you’re in the early stages of designing a flowchart. You’ll have more flexibility with a dynamic flowchart creator that makes it easy to drag and drop symbols and quickly connect the dots — and to do it collaboratively.

7 flowchart examples and templates to get you started

Possibilities for mapping and diagramming with flowcharts are endless. They can be used for something as simple as documenting a linear process, or as complex as describing a computer algorithm. So, how do you know which type of flowchart to create?

It all depends on your goal. Do you need to document a process for new employees? Understand everyone’s roles in a cross-functional project? Visualize the flow of data? There are specific types of flowcharts designed to do each of those jobs — and we’ve rounded up five of the most common for you here.

Rather than starting from scratch, use a template to jumpstart your diagramming process. For each type of flowchart, we built an easy-to-use template based on insights from consultants, product teams, project managers — the people who do this every day.

1. Workflow Diagram template

Use a workflow diagram (also called a workflow flowchart) to visualize all the actions and steps needed to complete a project or process.

➡️ Get the Workflow Diagram template

2. Process Flowchart template

Use a process flowchart (also called a business process flow or process flow diagram) to visualize all the steps and inputs of a business process to identify opportunities for improvement.

➡️ Get the Process Flowchart template

3. Data Flow Diagram template

Use a data flow diagram (DFD) to visualize and annotate how data flows within an information system or process.

➡️ Get the Data Flow Diagram template

4. Swimlane Flowchart template

Use a swimlane flowchart, or swimlane diagram, to visualize roles and responsibilities for important projects so that no one feels underwater.

➡️ Get the Swimlane Flowchart template

5. Business Process Modeling Diagram (BPMN) template

Diagram step-by-step actions and inputs in a business process.

➡️ Get the Business Process Modeling Diagram (BPMN) template

6. Schematic Diagramming template

A schematic diagram is best used when you need to show the parts of a system or circuit clearly and simply. It shows how the parts connect and work together without showing how they are laid out in a physical way.

➡️ Get the Schematic Diagram template

7. Stakeholder Mapping template

A stakeholder map diagram is used to visually organize and analyze the relationships, influence, and interests of stakeholders in a project, helping to strategize communication and engagement throughout the project lifecycle.

➡️ Get the Stakeholder Mapping template

When to use a flowchart

Flowcharts are versatile tools that can be used in various scenarios to organize information, clarify processes, and identify inefficiencies. Here’s a more detailed look at some common use cases for flowcharts:

Documenting a Process

When new employees join a company or when a team is updating its procedures, a flowchart can serve as a visual reference that outlines each step in a business process. This helps ensure everyone understands the workflow and their roles within it.

Identifying potential breakdowns and bottlenecks in a process

Flowcharts can highlight areas where processes slow down or where errors frequently occur. This visualization helps managers and team members anticipate problems and implement preventive measures before issues become more severe.

Visualizing dependencies in a process

In complex projects, understanding how different tasks are interconnected can help in planning and resource allocation. A flowchart can show the sequence of actions and dependencies, ensuring that prerequisites are completed before subsequent steps begin.

Automating a manual process

By mapping out the steps of a manual process, a flowchart can help identify which parts can be automated . This is particularly useful in reducing repetitive tasks and improving efficiency in operations.

Visualizing the flow of data

In IT and data management, flowcharts are essential for illustrating how data moves through systems . This can be crucial for troubleshooting issues, enhancing systems, or complying with data protection regulations.

Planning a project

Project managers use flowcharts to outline the phases of a project and the critical milestones . This helps in communicating the project plan to team members and stakeholders, ensuring a clear understanding of project timelines and deliverables.

Identifying the right person to own a task or project

A flowchart can help clarify roles and responsibilities within a team by mapping who's responsible for each step in a process. This is particularly useful in complex projects where multiple teams or departments are involved.

Troubleshooting technical issues

In technical support and engineering, flowcharts are used to diagnose problems and determine solutions . By following the paths laid out in a flowchart, technicians can systematically identify the source of a problem and the steps needed to resolve it.

Making a decision that involves multiple variables

Decision-making flowcharts help in situations where choices depend on multiple factors . By following different branches based on varying conditions, decision-makers can see potential outcomes and make informed choices.

Collaborative diagramming made easy with Mural

Anyone can visualize diagrams, flows, processes, and more in Mural to generate great ideas, structure complex processes, and optimize user experiences. Work at the speed of thought alongside teammates, clients, or customers.

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