1. Identify the process or task you want to analyze. Defining the scope of the process is important because it will keep the improvement effort from becoming unmanageable.
2. Ask the people most familiar with the process to help construct the chart.
3. Agree on the starting point and ending point. Defining the scope of the process to be charted is very important, otherwise the task can become unwieldy.
4. Agree on the level of detail you will use. It’s better to start out with less detail, increasing the detail only as needed to accomplish your purpose.