Visio Essentials: Create Process Diagrams

Whether you're mapping workflows, designing floorplans, or creating org charts, this one-day course will help you confidently transform ideas into structured visuals using Microsoft Visio.

You'll learn how to work with shapes, connectors, and stencils to create detailed, business-ready diagrams that communicate your message with impact.

Course Objectives

By the end of this course, you’ll be able to:

• Create clear and accurate process diagrams using Visio’s built-in tools

• Format, connect and align shapes with precision for professional-looking results

• Use templates and stencils to build diagrams more efficiently

• Present and print your work effectively

• Feel confident using Visio for a range of business diagramming tasks

Who Is This Course For?

This course is ideal for:

• Professionals who need to present processes, workflows, layouts, or hierarchies visually

• Office users ready to move beyond basic shapes in PowerPoint or Word

• Anyone new to Visio who wants to get to grips with the essentials of diagram design

Prerequisites: A basic knowledge of Microsoft Office and general PC skills is recommended. No prior Visio experience is needed.

Course Outline

Getting Started

• Understanding where Visio fits in your workflow

• Showcase of brilliant Visio examples 

• Navigating the Visio interface

• Creating and managing files

• Working with stencils and shapes

• Changing views and working across pages

Building Diagrams

• Drawing and reshaping lines and objects

• Aligning, duplicating and distributing shapes

• Using connectors and glue points for structure

• Understanding object layers and order

Text and Formatting

• Adding and formatting text

• Text-only shapes and modifying text blocks

• Formatting shapes and diagrams

Working with Graphics and Templates

• Importing and manipulating graphics

• Creating and using custom stencils

• Using built-in templates and shapes

Preparing to Share

• Print preview and page setup

• Adding headers, footers and layout pages

• Exporting or copying to other applications

Reflections & Next Steps

• Review how Visio can support your specific workflows

• Build confidence choosing the right diagram type for the task

• Get tips for continued learning and applying Visio day to day