Microsoft 365: Visio Intermediate (2023): FlowChart Diagrams

Name: Microsoft 365: Visio Intermediate (2023): FlowChart Diagrams
Author: Ali Green

Learn how to create a process diagram for business to business, how to structure a lesson, and how to design an HR management process

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Course: On-Demand

Hello. This is Ollie Green and this is Microsoft 365 Online. And in this lesson, we're going to create a B, two B sales process. And our B, two B pretty much is short for Business to Business. So if we're doing business with another business, we want to create a layout that takes us through our steps, a process or a pro to calls. Let's get started. So we want to actually open up a new version of our Vizio 365 and we have our all templates right at the top. So if we haven't done that, I'd like you guys to do that. We'll come up to all templates, we'll click on all templates and that's going to open up all of our templates. So we have our popular diagrams, basic diagrams, basic flowchart. What we want is the basic flowchart. Now here's the thing. A lot of our basic flowcharts pretty much work the same or they're very similar to each other, but we just want to identify the steps that we would create for this particular flowchart. And what we're looking for is our business to business sales process. We're going to look for that template. So if we come a little bit over to the right, we'll see b to B sales process. And at the bottom we're going to click on create and that's going to open up our template. All right, awesome. So our template is open and we'll actually get an example of what we would want to create as far as the template is concerned. So you could simply just click on the text and actually just change the verbiage and put in what you want. But for us, we're going to just create our own. So over on the left, we have our basic flowchart shapes, our process decision sub process. We also have our basic shapes if we need them, and we also have arrows as well. We're going to come up to our basic flowchart shapes. And at the bottom, where we have page one, we're going to hit the plus sign and we'll create a new page. And that's going to create a new page for us. We're going to drag over our start pill. We drag our start and end shape over and we're going to zoom in just slightly. And if we wanted to start typing, we would simply select the shape and start typing b to B sales process. So any sales process that we have or that we need to create, we can do within Vizio. There we go. And at the bottom, if we hit the plus sign, we're going to zoom in a little bit more, grab our scroll bar and come back over to our shape. So we again have our b to B sales process and we notice the arrows coming out of the sides of our shapes, which will allow us to choose the first five shapes in our basic flowchart. So it's going to make it easier for us to make connections to our other shapes. So we're going to hover over the right arrow and we're going to need a process. So we're going to click on the process and let's say for our particular business, our lead generation is going to be on social media, facebook, LinkedIn, Twitter, all the above. And we'll click away and we want to add in another shape. So we're going to hover and we'll add in another process. And for our process, this is going to be the research. So we're going to do the research as far as the pain points of our client, how is our business helpful to someone and how can we solve their problems or also what's known as their pain points. So, our research and our pain points for clients. And once we have that in, we'll throw in another process. We'll click on our process again and this time we'll talk about the pitch. How do we present our product or service to our client in the best way possible? How can we let them know how we can help them and what's the best approach we can take to that? And at this point, our process can go into any direction that we please. So if we hover at the bottom, we'll see our down arrow and we'll click on another process and what should be discussed during the closing. So if we have a closing and we can discuss a pricing and budgeting now, after we've sold to our business or our person, we may want to check in just to see how they're doing. So we're going to hover over the left and we're going to click on another process. And we'll type in follow up. We can either call or send an email to keep that personal fill. It may be better to make a call versus sending an email or we can do both. So again, we're going to hover over our shape and we're going to click on our end. So we have our start and end shape. We're going to type in the end and that's going to be our B. Two b sales process. Now, of course, we can always go to insert text box and at the top we can type in our B to B sales process and we have our title right at the top and we can come down to the bottom and we can zoom out and take a look at our entire process. Now, of course, our process can always be long or it can be short or it can be as detailed as we may want to make it. So we've clicked on our B to B sales process, we've walked through the process, we talked about the different steps as far as lead generation, the research, what the client needs, or follow up. Thank you guys for watching and I'll see you in the next lesson.

Intermediate Provider : Ali Green 3 Lessons · 17m in Arabic, German, English, Spanish, French, Portuguese, Chinese

Course Description

When expressing your ideas about the steps in a particular process, whether you’re hiring for a new position or attempting to figure out the best way to teach and structure a class, it’s important to contemplate the steps and develop a solid execution. Using a process flowchart is helpful for creating, designing, and implementing those plans.

Process flowcharts are great for any type of system that you can conceive and have a desire to develop. We’ll break down the steps and walk you through them to provide a more in-depth understanding of the process and what’s most vital to focus on. In these lessons, we’ll look at three different uses for our process flowchart. We’ll go over how to create a teaching structure to prepare a successful lesson for our class. We will also discuss how to develop and plan to sell to other businesses using a B2B diagram.

What You'll Learn

Create a flowchart for a B2B sales process
Build a flowchart for structuring a teaching lesson
Design a flowchart for hiring a human resources candidate
Use Microsoft Visio to create, design, and implement process flowcharts
Break down the steps of a process to focus on what is most vital

Key Takeaways

Process flowcharts help create, design, and implement plans for any system you want to develop.
This course examines three different uses for a process flowchart: a B2B sales diagram, a teaching structure, and an HR hiring process.
A process flowchart is useful for thinking through the steps of a process and developing a solid execution.
The lessons walk through the steps to give a more in-depth understanding of the process and what is most vital to focus on.

Frequently Asked Questions

What will I learn to create in this course?

You will learn to create flowcharts for a B2B sales process, for structuring a teaching lesson, and for hiring a human resources candidate.

What software does this course use?

This course uses Microsoft Visio to create and design process flowcharts.

How is the course structured?

The course is organized into three lessons: Creating a B2B Sales Process Diagram, Creating a Teaching Structure Flowchart, and Creating an HR Management Process.

What skills will I gain from this course?

You will gain skills in diagramming software, flow process charts, flowcharts, Microsoft Visio, process flow diagrams, and product flow diagrams.

Who is this course for?

It is for anyone who wants to express the steps in a process and develop a solid execution, such as those hiring for a position or structuring a class, using process flowcharts.