Business Process Design Templates – MS Word, Excel + Visio

Download these Business Process Design templates (MS Word, Excel + Visio) to capture the procedures that govern how your business works from technical and operational levels. Use these MS Word, Excel and Visio templates to capture the events, inputs, resources and outputs associated with different business processes.

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A Business Process is a set of activities designed to produce a specific output. It is used to capture the specific ordering of work activities, including inputs, outputs, triggers and actions. These Business Process templates will help you to:
  • Introduce the process and outline its purpose, goal, and outcomes
  • Identify the fundamental assumptions behind this process. For example, what assumptions does the process audience have in relation to this process and how does the process support those assumptions
  • Identify where and how the process interfaces with other processes or whether it is a component or sub-components of other processes
  • Use Visio flowcharts to illustrate process activities, including inputs and outputs, decision points and user activity
  • Identify data to be collected, such as reports, forms, and policies
  • Identify reporting requirements associated with the performance of the process and the format it must be delivered in
  • Identify the audience, role, and individuals who will use the process definition, and the responsibilities of these roles

Business Process Templates: Blue Theme

These forms, checklists and guides will help you map the scope of proposed systems (as-is processes) and how it will be implemented (to be processes). As business process are often visualized in a flowchart as a sequence of activities we have included three Visio flowcharts in this package.


Business Process Templates: Red Theme

You get two templates in the zip file. One blue theme, the other red. The red theme of the MS Word template has the exact same content as the blue theme. You can change the color scheme by updating the styles. NB: Let me know if you need any help with this.

Microsoft Word Business Process template – 30 pages

Business Process template for a standalone process

Excel templates to support the process design project

Sample screenshots of the main process design document

Examples of process narrative, including inputs, output, triggers, with supporting If-Then tables

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Business Process: 7 Free Excel Templates


Roles and Responsibilities

Process List


Gap Analysis template

Document Control

Other Excel templates include Clarifications, Document Control, Roles and Responsibilities, and Project Schedule

Business Process: 3 Free Visio Templates

Business Process Template

Business Process Flowchart – 3 Swim lanes with SOX Controls

Business Process Template

Business Process Flowchart – 2 Swim lanes

Business Process Template

Business Process Flowchart – 4 Swim lanes

Business Process Templates: Table of Contents

1 Executive Summary 1.1 Identification 1.2 References 1.3 Naming Conventions 1.4 Process Flow Guidelines 1.4.1 Numbering 1.4.2 Decision Points 1.4.3 Start 1.4.4 End 1.4.5 Off Page References 1.4.6 On Page References 1.4.7 Format 1.4.8 Fonts 1.4.9 Sarbanes Oxley 1.4.10 Systems 2 Process <Name> 2.1 Process <Name> Steps 2.1.1 Process <Name> Narrative 3 Process <Name> 3.1 Process <Name> Steps 3.1.1 Process <Name> Narrative 3.2 Process <Name> Diagram 4 Process <Name> Level 1

Business Process Design: Template Pack

The templates are in Microsoft Word, Excel and Visio format and can be downloaded online for only $9.99. The template pack includes the following documents:
2 x Business Process Design Template 10 pages Download Word template
Business Process Design Template – Single Process 6 pages Download Word template
Clarifications  1 x Excel file Download Excel template
Document Control  1 x Excel file Download Excel template
Gap Analysis  1 x Excel file Download Excel template
Process Flow  1 x Excel file Download Excel template
Process List  1 x Excel file Download Excel template
Roles and Responsibilities  1 x Excel file Download Excel template
Schedule  1 x Excel file Download Excel template
Business Process Flowchart – 2 Swim lanes  1 x Visio flowchart
Business Process Flowchart – 4 Swim lanes  1 x Visio flowchart
Business Process Flowchart – 5 Swim lanes  1 x Visio flowchart

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Product Specifications

File Format: The templates are in Microsoft Word  (.docx) Excel format (.xlsx), and Visio (VSD). File Size: The Download file is 1.7 MBs. Opening the Files: You don’t need any special software to unzip the files. To unzip the files, right click on it, then select Extract, and save it to your computer. Getting Started: Depending on your MS Office settings, the files may say Read Only when you open them. If this occurs, click FileSave As and save the files. There are no security settings on any of the files. Images: All of the images in the templates are copyright free.


Who are your Customers?

Here is a sample list of our customers. Since 1998, Klariti provided products and services to Accenture, AIG, Bearing Point, Cap Gemini, Cisco, Disney, Ernst & Young, GE, HBO, IBM, J.P. Morgan, KLM, KPMG, Lehman Brothers, LEVI’S, MacDonalds, Macy’s, Mayo Clinic, McCormick, McGrawHill, MEGA, Mesirow , Mitre, NHL, NTL, OmniVision, Oracle, OshKosh, PennWest Energy, Pepico, Performance Technologies, Philips, PriceWaterhouseCoopers, PV Cycle, Raytheon, Reuters, Roche, Rogers, SAAB, Sabre Holding, Safeway, Sagem Morpho, Sara Lee, Shaw, Shell, Siemens, Sikorsky, Sobeys, SpeakEasy, SunPower, Sydney Opera House, Symantec, TATA, Tetra, ThyssenKrupp, TNT, Toyota, Travellers, TYCO, UC Davis, Verizon, Visteon, Vodafone, Wachovia Securities, Wal Mart, Whirlpool, WIPRO, and Zurich among others.

Technical Support

I am here to help you with any questions. You can contact me directly if you need any helping using these templates. What file formats do the templates work in? The files work in MS Word 97, 2003, 2007, Office 2010, Office 2016, Windows 7, XP, Vista, and Apple iWork (if you have Word for Mac), and Google Docs. The Excels and Visio are standard MS Office files. Note that you need Visio installed on your PC to use these files. How do I get my templates? After you make the payment, you are sent an email. This has a link to a Download Page from where you can save the templates, Where are my templates? By default, when you download the files, they are saved to the Download folder on your computer. What is the refund policy? We offer a 60 days refund policy. I have not received my product. Who do I contact? Please email ivan at or info at or ivanawalsh at Please include your order number. Help! I’ve accidentally deleted my templates! Just drop us a line with the order number. We’ll send it out. Why does my file say it’s corrupt? If you open a zip file during the download, it may display an error message that the file is corrupt. What this means is that not all of the file have downloaded and therefore the system thinks its contents are corrupt. Please try to download the file again or contact us for assistance. Email us the receipt number you received from eJunkie and we’ll send you another copy. How Do I Buy the Templates? This page explains the order process. It shows how to order templates, how can you pay (with PayPal or with Credit Cards), and how to download the template. How do I Download the Templates? After you buy the order, you’ll get an email with a link to download the templates. If you have any problem downloading the templates, send me the order number and I will get back to you. Please allow 12 hours for a response as our time zone may be different than yours. How do I Pay with my Credit Card (Instead of PayPal) This page explains how to buy templates using your credit card instead of PayPal. Note: You do NOT need a PayPal account to place an order. You can pay for your order using your credit or debit card. Read How to Pay with Your Credit Card (Instead of PayPal) here. How Can I Contact You? You can contact me at:
  • Email: ivan at / info at / ivanawalsh at
  • Tel: 00.353.860.886.349
  • Facebook / Twitter
As we’re in Europe, there may be a time difference when getting back to you. Again, if there are any problems, just let me know. Regards, Ivan Walsh