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Project title: Custom Visio Swimlane template with triggers + Excel compatible
Posted by: External project from PeoplePerHour
Started: 02-Sep-2025 10:39 GMT
Description: PLEASE: ONLY OFFER PROPOSAL IF YOU CAN 100% DELIVER WHAT I NEED.
> Objective
I am looking for an experienced Visio specialist to design a fully editable Swimlane Diagram Template in Microsoft Visio. The template must be reusable, customizable, and compatible with data import/export from Excel.

> Functional Requirements
1. Swimlanes
• The diagram must contain seven swimlanes by default.
• Each swimlane must:
• Have a unique name label.
• Be assigned a distinct color for easy visual differentiation.
• It must be possible to add or remove swimlanes without breaking the structure of the template.
2. Phases
• The timeline must be divided into four distinct phases, clearly separated by vertical lines.
• The phases should be named and labeled (e.g., Phase 1, Phase 2, etc.).
• It must be possible to add new phases or rename existing ones.
3. Elements within Swimlanes
• Within each swimlane, there must be two types of elements (“sub-balloons”):
• Tactical level elements
• Operational level elements
• These sub-balloons will contain either:
• Milestones
• Deliverables
• Sub-balloons should remain independent shapes (not automatically connected), so they can be placed anywhere within their swimlane and phase.
4. Trigger Swimlane
• One swimlane (typically at the bottom) functions as a Trigger Lane.
• This lane must be able to receive arrows/links from the other six swimlanes.
• The arrows represent triggered actions, originating from milestones or deliverables in the upper swimlanes.
• Not every milestone/deliverable must trigger an action, but the option should exist.

> Technical Requirements
• The template must be delivered as a Visio .VSDX file.
• It must be a template (not a static diagram), meaning I can reuse it for different projects.
• The swimlanes, phases, and sub-balloons must be editable objects, not fixed shapes.
• The diagram must support data integration with Excel:
• Ability to import data from Excel (e.g., swimlane, phase, element type, milestone/deliverable description).
• Ability to export diagram data back into Excel (so changes can be tracked in a tabular format).

> Usability Requirements
• The template must be intuitive to update, even for non-technical users.
• Adding new swimlanes, phases, or elements should not break formatting.
• The design must follow a professional, clean visual style suitable for executive presentations.
• All objects (swimlanes, phases, sub-balloons) must support copy-paste duplication with retained formatting.



> Deliverables
1. Visio Template File (.VSDX)
• Seven swimlanes, four phases, color-coded, labeled, editable.
• Example tactical/operational sub-balloons with placeholder text.
• Trigger swimlane with ability to connect arrows from other swimlanes.
2. User Guide (short PDF or Word)
• How to add swimlanes and phases.
• How to insert new tactical/operational sub-balloons.
• How to connect triggers to the Trigger Lane.
• How to import/export data to/from Excel.
Project ID: 3447663
Project category:
Project budget:
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