Let’s face it: we’re all busy people. And sometimes, even the top performers forget things.

Whether you’re guiding a new employee through the onboarding process, introducing a new process to your team, or trying to solidify a process that you hadn’t before, one of the best ways to keep people on track is by providing a written document that they can refer back to.

Why not make that documents a visually interesting poster that they can pin up at their workstation?

When done right, a process poster will give you the essential steps for how to complete a process in one page. If necessary, they also clearly indicate where you can go to find more in-depth information.

Process posters are effective because they:

1. Break down processes into concise, easy to follow steps. Because you have limited space, on the page, you don’t have room to waste words. Instead, you have to find he most direct, easy to understand way of communicating information. Luckily, you can use visuals to help you communicate more clearly–65% of people are visual learners, after all.

2. Are easy to distribute. Posters can be attached to an email, included in a welcome binder, or pinned up on a wall. That being said, it’s a good idea to take how you will be distributing your poster into consideration before you begin your design. The color palette, fonts and images you use must be optimized for print if that’s what you’re planning on doing.

3. Are more engaging than a typical fact sheet. Because posters are a visual medium, you have the opportunity to make them really engaging. Take advantage of charts, icons and diagrams to help make the process easier to understand.

4. Actually aren’t hard to make if you use a template. There are three basic layouts that work really well to show processes.

  • A step by step guide. This is your basic, numbered step guide. In most cases, a step by step guide is the most effective layout to use.
  • A flowchart. This is particularly effective if the process involves making decisions, with different potential outcomes.
  • A timeline. This is effective if the process falls within a specific timeframe, or if the steps are time-sensitive.

This infographic walks you through the steps for creating an effective process poster.


Via Venngage infographics.