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The Beginner's Guide to Process Flowcharts
Course Kickoff
Welcome to the Course! (1:19)
IMPORTANT LINKS - Please review and bookmark
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Getting Things Started
Process Mapping in the Real World (3:28)
The End Goal (1:49)
Getting Things Started: A Quick Recap (0:44)
Let's Ensure You Understand
Breaking Down the Process Flowchart: The Basics
Symbols Overview (0:53)
Start & End Symbols (3:01)
Sequence/Flow Direction Symbol (2:13)
Process Symbol (1:45)
Verbs for Process Task Names
The Basics: A Quick Recap (0:42)
A Base Symbols Example: Mac & Cheese (4:40)
ACTIVITY: Peanut Butter and Jelly Process (1:43)
Solidifying the Basics
Process Mapping Tool: Draw.io
Introducing Draw.io (1:00)
Opening Draw.io (1:12)
Saving Files (2:19)
Draw.io - 'Remember this Setting'
Opening Files (1:27)
Shape Tools (2:00)
Connecting Shapes With Data Flow Arrows (2:01)
Pages and Tabs (1:07)
Background & Color Options (1:54)
Documenting Mac & Cheese Process Flowchart in Draw.io (6:48)
The BA Guide Draw.io Template (3:51)
ACTIVITY: Prepare Peanut Butter and Jelly (1:06)
ACTIVITY: Insurance Claims Process (1:39)
ACTIVITY: How to apply for the CBAP
7 Steps to Create a Process Flowchart
Introduction to the 7 Steps (1:11)
Step 1: Understand the Goal (0:41)
Step 2: Determine Scope (1:44)
Step 3: Brainstorm Tasks (2:56)
Step 4: Identify Owners (1:04)
Step 5: Arrange into Sequence (1:26)
Step 6: Document Into Flowchart (1:42)
Step 7: Review With Others (2:01)
Let's Validate You Understand The 7 Steps
Beyond the Basics: Additional Symbols
Beyond the Basics Intro (0:49)
Decision/Gateway Symbol (5:32)
ACTIVITY: Insurance Claims Process - Update with Decision Symbols (2:26)
Decision Symbol: Assignment Solution Walkthrough - Part 1 (2:55)
Decision Symbol: Assignment Solution Walkthrough - Part 2 (13:01)
Common Decision Symbol Mistake (2:19)
Data Symbol (Input/Output) (6:03)
ACTIVITY: Insurance Claims Process - Update with Input/Output Symbol (1:29)
Input/Output Symbol: Assignment Solution Walkthrough (3:47)
Input/Output Symbol Text
Common Output Symbol Mistake (3:16)
Stored Data Symbol (2:17)
ACTIVITY: Insurance Claims Process - Update with Stored Data Symbols (2:31)
Stored Data Symbol: Assignment Solution Walkthrough (5:00)
Pay at the Pump Activity - Kickoff (1:11)
Pay at the Pump Activity - Notes Review (3:00)
Pay at the Pump Activity - Summarize Notes (7:08)
ACTIVITY: Pay at the Pump - Mid-Course Assessment
Pay at the Pump Activity - Solution Walkthrough (12:22)
Validating Your New Knowledge
Quiz Application - Additional Hands On (4:05)
Quiz Application Activity - Solution Walkthrough (2:28)
Creating a Swimlane Process Flowchart
Introducing the Swimlane Flowchart (3:09)
Practicing with Swimlanes: Password Reset (8:00)
Vertical Swimlane (0:47)
Common Swimlane Mistake (0:30)
ACTIVITY: Insurance Claims Process - Update with Swimlanes (1:29)
Update with Swimlanes - Solution Walkthrough (12:02)
All About Swimlanes
Enhance your Flowchart with Levels
Flowchart Levels Introduction (1:07)
Understanding Flowchart Levels (4:41)
Tying the Levels Together (Numbering Convention) (3:22)
Indicating the Start and End of a Multi-Level Flowchart (3:03)
ACTIVITY: Mac and Cheese - Fill in the Blank Activity
The BA Guide Draw.io Multi-Level Template (2:24)
Levels Example: Customer Transaction Process (Level 0) (3:50)
Levels Example: Customer Transaction Process (Level 1) [Part 1] (5:42)
Levels Example: Customer Transaction Process (Level 1) [Part 2] (3:38)
Levels Example: Customer Transaction Process (Level 1) [Part 3] (2:57)
Levels Example: Customer Transaction Process (Level 2) (5:03)
Saving a Multi-Level Flowchart (2:47)
Combining Flowcharts to Make a Seamless Process (7:29)
Too Long for One Page (3:35)
Flowchart Levels Quiz
ACTIVITY: Mac and Cheese - Merging Level 2 Flowcharts
ACTIVITY: Final Activity - Pulling it All Together
Bonus Section
Bonus Lecture: Next Steps
Symbols Overview
Download
BreakingDownProcessFlowchart-TheBasics.pdf
Download
BreakingDownProcessFlowchart-TheBasics.pdf
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