How to create a context diagram - Business Analysis Foundations: Business Process Modeling Video Tutorial

<!DOCTYPE html> <html lang="en"> <head> <meta name="pageKey" content="d_learning_course_video_guest">  <meta name="linkedin:pageTag" content="view_video"> <meta name="locale" content="en_US"> <meta id="config" data-app-version="2.0.2217" data-call-tree-id="AAYn3Clm1kOhnsOlWf1zfw==" data-multiproduct-name="learning-guest-frontend" data-service-name="learning-guest-frontend" data-browser-id="b5ddbbc4-acc5-4417-8932-4e362e44a09a" data-enable-page-view-heartbeat-tracking data-page-instance="urn:li:page:learning_course_video_guest;tRtra7PrRMKy0PeOQOSs5Q==" data-disable-jsbeacon-pagekey-suffix="false" data-member-id="0"> <link rel="canonical" href="https://www.linkedin.com/learning/business-analysis-foundations-business-process-modeling/how-to-create-a-context-diagram-2">     <link rel="manifest" href="/homepage-guest/manifest.json" crossorigin="use-credentials">  <script> function getDfd() {let yFn,nFn;const p=new Promise(function(y, n){yFn=y;nFn=n;});p.resolve=yFn;p.reject=nFn;return p;} window.lazyloader = getDfd(); window.tracking = getDfd(); window.impressionTracking = getDfd(); window.ingraphTracking = getDfd(); window.appDetection = getDfd(); window.pemTracking = getDfd(); </script>  <link rel="icon" href="https://static.licdn.com/aero-v1/sc/h/444zstxv7s91nepfm5et6ofge"> <title>How to create a context diagram - Business Analysis Foundations: Business Process Modeling Video Tutorial | LinkedIn Learning, formerly Lynda.com</title> <meta name="robots" content="noarchive, max-image-preview:large"> <meta name="description" content="In this video, review examples of context diagrams and a step-by-step process to create the diagram."> <meta property="og:site_name" content="LinkedIn"> <meta name="twitter:site" content="@LI_Learning"> <meta name="twitter:card" content="summary"> <meta name="litmsProfileName" content="learning-guest-frontend"> <meta property="og:title" content="How to create a context diagram - Business Analysis Foundations: Business Process Modeling Video Tutorial | LinkedIn Learning, formerly Lynda.com"> <meta name="twitter:title" content="How to create a context diagram - Business Analysis Foundations: Business Process Modeling Video Tutorial | LinkedIn Learning, formerly Lynda.com"> <meta property="og:description" content="In this video, review examples of context diagrams and a step-by-step process to create the diagram."> <meta name="twitter:description" content="In this video, review examples of context diagrams and a step-by-step process to create the diagram."> <meta property="og:image" content="https://media.licdn.com/dms/image/v2/C4E0DAQFdnTylFTNevg/learning-public-crop_675_1200/learning-public-crop_675_1200/0/1593633041617?e=2147483647&v=beta&t=mMPy9EUp2B0ZVaeipu7oEelBL2DiYQ3oqqketec1cZw"> <meta name="twitter:image" content="https://media.licdn.com/dms/image/v2/C4E0DAQFdnTylFTNevg/learning-public-crop_675_1200/learning-public-crop_675_1200/0/1593633041617?e=2147483647&v=beta&t=mMPy9EUp2B0ZVaeipu7oEelBL2DiYQ3oqqketec1cZw">  <meta property="og:url" content="https://www.linkedin.com/learning/business-analysis-foundations-business-process-modeling/how-to-create-a-context-diagram-2"> <meta property="og:type" content="website"> <meta name="clientSideIngraphs" content="1" data-gauge-metric-endpoint="/learning-guest/api/ingraphs/gauge" data-counter-metric-endpoint="/learning-guest/api/ingraphs/counter"> <link rel="stylesheet" href="https://static.licdn.com/aero-v1/sc/h/b2sn84ibusnmmqygar9zphel"> <script type="application/ld+json"> {"@context":"http://schema.org/","@type":"VideoObject","name":"How to create a context diagram - Business Analysis Foundations: Business Process Modeling","author":{"@type":"Person","name":"Haydn Thomas","url":"https://www.linkedin.com/learning/instructors/haydn-thomas"},"thumbnailUrl":"https://media.licdn.com/dms/image/v2/C4E0DAQFdnTylFTNevg/learning-public-crop_675_1200/learning-public-crop_675_1200/0/1593633041617?e=2147483647&v=beta&t=mMPy9EUp2B0ZVaeipu7oEelBL2DiYQ3oqqketec1cZw","description":"Explore the benefits of using business process modeling to make sense of your company's business activities, including commonly used process modeling diagrams and how to use them.","duration":"PT3M38S","datePublished":"2016-11-30","uploadDate":"2016-11-30","requiresSubscription":false,"isAccessibleForFree":true,"contentUrl":"https://www.linkedin.com/learning/business-analysis-foundations-business-process-modeling/how-to-create-a-context-diagram-2","interactionCount":357035,"interactionStatistic":[{"@type":"InteractionCounter","interactionType":"http://schema.org/WatchAction","userInteractionCount":357035}],"transcript":" - As with any diagram, making complex things simple is the aim of the game. Too much detail, and people won't engage. But not enough detail, people will start to worry you missed something. Finding the right mix is essential. There are a few easy steps to creating a good context diagram, but before you can begin to piece together how the organization fits in the big picture, you first need to do some research. You can research the organization on the intranet, ask colleagues a lot of questions, or run a series of workshops with key people with business knowledge. In my experience, all of the above are great ways to begin building your knowledge and validate your context diagram. The important thing is to remember that this is the start of our business process modeling. We need to keep it simple and high level. As a rule of thumb, you should start with a single page. Why? Well, having a single page forces you to keep your diagram at the highest level. There's a tendency to dive into the detail and try and fit in too much information. If you find your page needs to be really big to fit everything in, then you're probably overcomplicating it and need to pull yourself back out of the detail. Start with the main entity that you wish to provide the context for by drawing a circle in the middle of the page with its name inside the circle. All interactions with the external entities will stem in and out from the circle. Remembering a circle is used to indicate what you have control over, what and how things happen within the organization. From your research and discussions, begin to add all the external stakeholders around the outside of the circle. As they are external to your organization, you will place them in a box. Each box will represent a single entity that interacts with the organization. Throughout the analysis, you'll become aware of more external entities. These can be added as you go. Remember, a box is used to represent entities where your organization only has influence over. An example of influence may be the ability to negotiate an agreement. You may need them to adapt to your needs, for instance, having them use a template supplied by your organization or complying with secure electronic bank standards. Not having control essentially means having to work within the constraints and constrictions imposed by their entity, such as legislation, regulations, industry and international standards. As you identify and place the external entities onto your diagram, begin to connect the relationships that occur between each external entity and your organization by drawing one directional arrow either coming or leaving the organization. Using the right angles for the relationship flows simplifies the diagram and enables greater area to label the flows. Then label the flows with what interactions are taking place and whether they are incoming or outgoing. Incoming relationship flows trigger the start of an internal activity within your organization. Once you have drafted your context diagram, it's essential to validate your analysis. Share the diagrams with others in the organization in seeking their view of who and what is involved. By keeping them in the loop, you give them the comfort of knowing that their processes and relationships are being included for further analysis and ensures you don't miss out on that all important entity, the one you forgot to capture. 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class="details mx-details-container-padding"> <div class="tabs content-tabs" data-tab-id="course-content-tabs"> <ul class="tabs__list" role="tablist">  <li class="tab flex ml-3 first-of-type:ml-0" role="presentation"> <button aria-selected="true" class="tab-button tab-md tab-selected" data-tracking-control-name="transcripts-tab" data-id="tab__button" role="tab" id="content-tabs__transcripts-btn"> Transcripts </button> </li>  <li class="tab flex ml-3 first-of-type:ml-0" role="presentation"> <button aria-selected="false" class="tab-button tab-md " data-tracking-control-name="offline-tab" data-id="tab__button" role="tab" tabindex="-1" id="content-tabs__offline-btn" data-test-live-offline-tab> View Offline </button> </li> </ul>  <div class="tab__panel" tabindex="0" role="tabpanel"> <section class="core-section-container my-3 transcripts">  <h2 class="core-section-container__title section-title"> How to create a context diagram </h2>  <div class="core-section-container__content break-words"> <div class="transcripts__copy"> <span class="transcripts__quotation">“</span> <p> - As with any diagram, making complex things simple is the aim of the game. Too much detail, and people won't engage. But not enough detail, people will start to worry you missed something. Finding the right mix is essential. There are a few easy steps to creating a good context diagram, but before you can begin to piece together how the organization fits in the big picture, you first need to do some research. You can research the organization on the intranet, ask colleagues a lot of questions, or run a series of workshops with key people with business knowledge. In my experience, all of the above are great ways to begin building your knowledge and validate your context diagram. The important thing is to remember that this is the start of our business process modeling. We need to keep it simple and high level. As a rule of thumb, you should start with a single page. Why? Well, having a single page forces you to keep your diagram at the highest level. There's a tendency to dive into the detail and try and fit in too much information. If you find your page needs to be really big to fit everything in, then you're probably overcomplicating it and need to pull yourself back out of the detail. Start with the main entity that you wish to provide the context for by drawing a circle in the middle of the page with its name inside the circle. All interactions with the external entities will stem in and out from the circle. Remembering a circle is used to indicate what you have control over, what and how things happen within the organization. From your research and discussions, begin to add all the external stakeholders around the outside of the circle. As they are external to your organization, you will place them in a box. Each box will represent a single entity that interacts with the organization. Throughout the analysis, you'll become aware of more external entities. These can be added as you go. Remember, a box is used to represent entities where your organization only has influence over. An example of influence may be the ability to negotiate an agreement. You may need them to adapt to your needs, for instance, having them use a template supplied by your organization or complying with secure electronic bank standards. Not having control essentially means having to work within the constraints and constrictions imposed by their entity, such as legislation, regulations, industry and international standards. As you identify and place the external entities onto your diagram, begin to connect the relationships that occur between each external entity and your organization by drawing one directional arrow either coming or leaving the organization. Using the right angles for the relationship flows simplifies the diagram and enables greater area to label the flows. Then label the flows with what interactions are taking place and whether they are incoming or outgoing. Incoming relationship flows trigger the start of an internal activity within your organization. Once you have drafted your context diagram, it's essential to validate your analysis. Share the diagrams with others in the organization in seeking their view of who and what is involved. By keeping them in the loop, you give them the comfort of knowing that their processes and relationships are being included for further analysis and ensures you don't miss out on that all important entity, the one you forgot to capture. </p> </div> </div> </section> </div>  <div class="tab__panel" tabindex="0" role="tabpanel" hidden> <section class="core-section-container my-3 offline">  <h2 class="core-section-container__title section-title"> Download courses and learn on the go </h2>  <div class="core-section-container__content break-words"> <p class="offline__description"> Watch courses on your mobile device without an internet connection. Download courses using your iOS or Android LinkedIn Learning app. </p> <div class="offline__link-container"> <a class="offline__link" href="https://itunes.apple.com/app/apple-store/id1084807225?ls=1&pt=10746&mt=8&ct=learning_course_tab_viewoffline&trk=apple_app_store" data-tracking-control-name="apple_app_store" data-tracking-will-navigate rel="noopener noreferrer" target="_blank"> <img alt="Download on the App Store" class="offline__image" data-delayed-url="https://static.licdn.com/aero-v1/sc/h/emczv26hz24woii2j4aleyry"> </a> <a class="offline__link" href="https://play.google.com/store/apps/details?id=com.linkedin.android.learning&referrer=utm_source%3Dlinkedinlearning%26utm_medium%3DmobileWeb%26utm_campaign%3Dlearning_guest&ct=learning_course_tab_viewoffline&trk=google_play_store" data-tracking-control-name="google_play_store" data-tracking-will-navigate rel="noopener noreferrer" target="_blank"> <img alt="Get it on Google Play" class="offline__image" 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show-more-less__button--hide" aria-expanded="false" data-tracking-control-name="learning-course_toc-section_show_more"> Introduction <icon class="show-more-less__button--chevron show-more-less-button-icon" data-delayed-url="https://static.licdn.com/aero-v1/sc/h/4chtt12k98xwnba1nimld2oyg"></icon> </button> <ul data-max-num-to-show="0" class="show-more-less__list show-more-less__list--hide-after-0" data-impression-id="learning-course_toc-section_show-more-less"> <li class="toc-item"> <a data-tracking-control-name="learning-course_tocItem" data-tracking-will-navigate href="https://www.linkedin.com/learning/business-analysis-foundations-business-process-modeling/introducing-common-business-modeling-tools?autoplay=true&trk=learning-course_tocItem" class="toc-item__link" aria-current="false"> <icon class="table-of-contents__item-status table-of-contents__item-status--unlocked" data-delayed-url="https://static.licdn.com/aero-v1/sc/h/5jwhkytplzxiejvhzfu0t7m8l" data-svg-class-name="table-of-contents__item-status-svg--unlocked"></icon> <div class="table-of-contents__item-details"> <div class="table-of-contents__item-title"> Introducing common business modeling tools </div> <div class="table-of-contents__item-duration"> 1m 17s </div> </div> </a> </li> <li class="toc-item"> <a data-tracking-control-name="learning-course_tocItem" data-tracking-will-navigate href="https://www.linkedin.com/learning/business-analysis-foundations-business-process-modeling/define-process-modeling?autoplay=true&trk=learning-course_tocItem" class="toc-item__link" aria-current="false"> <icon class="table-of-contents__item-status table-of-contents__item-status--unlocked" data-delayed-url="https://static.licdn.com/aero-v1/sc/h/5jwhkytplzxiejvhzfu0t7m8l" data-svg-class-name="table-of-contents__item-status-svg--unlocked"></icon> <div class="table-of-contents__item-details"> <div class="table-of-contents__item-title"> Define process modeling </div> <div class="table-of-contents__item-duration"> 3m 29s </div> </div> </a> </li> <li class="toc-item"> <a data-tracking-control-name="learning-course_tocItem" data-tracking-will-navigate href="https://www.linkedin.com/learning/business-analysis-foundations-business-process-modeling/overview-of-modeling-tools-2?autoplay=true&trk=learning-course_tocItem" class="toc-item__link" aria-current="false"> <icon class="table-of-contents__item-status table-of-contents__item-status--unlocked" data-delayed-url="https://static.licdn.com/aero-v1/sc/h/5jwhkytplzxiejvhzfu0t7m8l" data-svg-class-name="table-of-contents__item-status-svg--unlocked"></icon> <div class="table-of-contents__item-details"> <div class="table-of-contents__item-title"> Overview of modeling tools </div> <div class="table-of-contents__item-duration"> 3m 58s </div> </div> </a> </li> <li class="toc-item"> <a data-tracking-control-name="learning-course_tocItem" data-tracking-will-navigate href="https://www.linkedin.com/learning/business-analysis-foundations-business-process-modeling/modeling-consistency-and-standards-2?autoplay=true&trk=learning-course_tocItem" class="toc-item__link" aria-current="false"> <icon class="table-of-contents__item-status table-of-contents__item-status--unlocked" data-delayed-url="https://static.licdn.com/aero-v1/sc/h/5jwhkytplzxiejvhzfu0t7m8l" data-svg-class-name="table-of-contents__item-status-svg--unlocked"></icon> <div class="table-of-contents__item-details"> <div class="table-of-contents__item-title"> Modeling consistency and standards </div> <div class="table-of-contents__item-duration"> 3m 11s </div> </div> </a> </li> </ul>  </div> </li> <li class="toc-section"> <div class="show-more-less"> <button class="show-more-less__button show-more-less__more-button show-more-less-button show-more-less__button--hide" aria-expanded="true" data-tracking-control-name="learning-course_toc-section_show_more"> 1. Create a Context Diagram <icon class="show-more-less__button--chevron show-more-less-button-icon" data-delayed-url="https://static.licdn.com/aero-v1/sc/h/cyolgscd0imw2ldqppkrb84vo"></icon> </button> <button class="show-more-less__button show-more-less__less-button show-more-less-button " aria-expanded="true" data-tracking-control-name="learning-course_toc-section_show_more"> 1. 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href="https://www.linkedin.com/learning/topics/small-business-and-entrepreneurship?trk=learning-course_browsemap_link" data-js-module-id="link-column-link" data-tracking-control-name="learning-course_browsemap_link" data-tracking-will-navigate> Small Business and Entrepreneurship </a> </li> <li class="tw-link-column-item"> <a class="link tw-linkster-link" href="https://www.linkedin.com/learning/topics/training-and-education?trk=learning-course_browsemap_link" data-js-module-id="link-column-link" data-tracking-control-name="learning-course_browsemap_link" data-tracking-will-navigate> Training and Education </a> </li> </ul> <a class="link tw-linkster-general-link" aria-label="See all business courses" href="https://www.linkedin.com/learning/topics/business?trk=learning-course_browsemap_general-link" data-tracking-control-name="learning-course_browsemap_general-link" data-tracking-will-navigate> See all </a> </div> <div class="flex-1 w-1/2 pt-2 pr-4 pb-4 pl-0 babybear:pb-2 babybear:w-full babybear:border-b-1 babybear:border-solid babybear:border-color-border-low-emphasis babybear:last:border-b-0"> <h3 class="text-md font-bold text-color-text leading-open"> Explore Creative Topics </h3> <ul class="my-1"> <li class="tw-link-column-item"> <a class="link tw-linkster-link" href="https://www.linkedin.com/learning/topics/aec?trk=learning-course_browsemap_link" data-js-module-id="link-column-link" data-tracking-control-name="learning-course_browsemap_link" data-tracking-will-navigate> AEC </a> </li> <li class="tw-link-column-item"> <a class="link tw-linkster-link" href="https://www.linkedin.com/learning/topics/animation-and-illustration?trk=learning-course_browsemap_link" data-js-module-id="link-column-link" data-tracking-control-name="learning-course_browsemap_link" data-tracking-will-navigate> Animation and Illustration </a> </li> <li class="tw-link-column-item"> <a class="link tw-linkster-link" href="https://www.linkedin.com/learning/topics/audio-and-music?trk=learning-course_browsemap_link" data-js-module-id="link-column-link" data-tracking-control-name="learning-course_browsemap_link" data-tracking-will-navigate> Audio and Music </a> </li> <li class="tw-link-column-item"> <a class="link tw-linkster-link" href="https://www.linkedin.com/learning/topics/graphic-design?trk=learning-course_browsemap_link" data-js-module-id="link-column-link" data-tracking-control-name="learning-course_browsemap_link" data-tracking-will-navigate> Graphic Design </a> </li> <li class="tw-link-column-item"> <a class="link tw-linkster-link" href="https://www.linkedin.com/learning/topics/motion-graphics-and-vfx?trk=learning-course_browsemap_link" data-js-module-id="link-column-link" data-tracking-control-name="learning-course_browsemap_link" data-tracking-will-navigate> Motion Graphics and VFX </a> </li> <li class="tw-link-column-item"> <a class="link tw-linkster-link" href="https://www.linkedin.com/learning/topics/photography-2?trk=learning-course_browsemap_link" data-js-module-id="link-column-link" data-tracking-control-name="learning-course_browsemap_link" data-tracking-will-navigate> Photography </a> </li> <li class="tw-link-column-item"> <a class="link tw-linkster-link" href="https://www.linkedin.com/learning/topics/product-and-manufacturing?trk=learning-course_browsemap_link" data-js-module-id="link-column-link" data-tracking-control-name="learning-course_browsemap_link" data-tracking-will-navigate> Product and Manufacturing </a> </li> <li class="tw-link-column-item"> <a class="link tw-linkster-link" href="https://www.linkedin.com/learning/topics/user-experience?trk=learning-course_browsemap_link" data-js-module-id="link-column-link" data-tracking-control-name="learning-course_browsemap_link" data-tracking-will-navigate> User Experience </a> </li> <li class="tw-link-column-item"> <a class="link tw-linkster-link" 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href="https://www.linkedin.com/learning/topics/creative?trk=learning-course_browsemap_general-link" data-tracking-control-name="learning-course_browsemap_general-link" data-tracking-will-navigate> See all </a> </div> <div class="flex-1 w-1/2 pt-2 pr-4 pb-4 pl-0 babybear:pb-2 babybear:w-full babybear:border-b-1 babybear:border-solid babybear:border-color-border-low-emphasis babybear:last:border-b-0"> <h3 class="text-md font-bold text-color-text leading-open"> Explore Technology Topics </h3> <ul class="my-1"> <li class="tw-link-column-item"> <a class="link tw-linkster-link" href="https://www.linkedin.com/learning/topics/artificial-intelligence?trk=learning-course_browsemap_link" data-js-module-id="link-column-link" data-tracking-control-name="learning-course_browsemap_link" data-tracking-will-navigate> Artificial Intelligence (AI) </a> </li> <li class="tw-link-column-item"> <a class="link tw-linkster-link" href="https://www.linkedin.com/learning/topics/cloud-computing-5?trk=learning-course_browsemap_link" data-js-module-id="link-column-link" data-tracking-control-name="learning-course_browsemap_link" data-tracking-will-navigate> Cloud Computing </a> </li> <li class="tw-link-column-item"> <a class="link tw-linkster-link" href="https://www.linkedin.com/learning/topics/security-3?trk=learning-course_browsemap_link" data-js-module-id="link-column-link" data-tracking-control-name="learning-course_browsemap_link" data-tracking-will-navigate> Cybersecurity </a> </li> <li class="tw-link-column-item"> <a class="link tw-linkster-link" href="https://www.linkedin.com/learning/topics/data-science?trk=learning-course_browsemap_link" data-js-module-id="link-column-link" data-tracking-control-name="learning-course_browsemap_link" data-tracking-will-navigate> Data Science </a> </li> <li class="tw-link-column-item"> <a class="link tw-linkster-link" href="https://www.linkedin.com/learning/topics/database-management?trk=learning-course_browsemap_link" data-js-module-id="link-column-link" data-tracking-control-name="learning-course_browsemap_link" data-tracking-will-navigate> Database Management </a> </li> <li class="tw-link-column-item"> <a class="link tw-linkster-link" href="https://www.linkedin.com/learning/topics/devops?trk=learning-course_browsemap_link" data-js-module-id="link-column-link" data-tracking-control-name="learning-course_browsemap_link" data-tracking-will-navigate> DevOps </a> </li> <li class="tw-link-column-item"> <a class="link tw-linkster-link" href="https://www.linkedin.com/learning/topics/hardware?trk=learning-course_browsemap_link" data-js-module-id="link-column-link" data-tracking-control-name="learning-course_browsemap_link" data-tracking-will-navigate> Hardware </a> </li> <li class="tw-link-column-item"> <a class="link tw-linkster-link" 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