All posts containing Essential Design Processes & Checklists


11 Essential Design Processes & Checklists (UX, Web Design, Branding…)

7 Design Processes Checklists

Design is one of those tricky areas of business which some people seem innately good at and others are terrible.

But effective design is crucial to business success.

Here are two key statistics from Adobe which demonstrate how vital design is for your business:

  • Design-driven companies have outperformed the S&P Index by 219% over 10 years
  • Companies that foster creativity enjoy 1.5x greater market share

In the modern digital arena, customers and users expect excellent design and usability more than ever. Poorly designed websites will put customers off or fail to convert those customers who see past the poor layout. Design thinking is business thinking.

For instance, think of any marketing campaign you’ve run. The choice of the images, the font, the location of your call to action are all defined by thinking in terms of design.

For this reason, in this Process Street article, we give you free access to our top 11 design processes and checklists. Simply click on the links below and be directed to your template of choice.

Even websites which appear on the surface to be poorly designed, like Craigslist or Reddit, work because the user experience they provide is one that resonates with the user. A solid design creates more than just conversions, it can create brand loyalty too – keeping your customers coming back for more.

Click on the subheader below to navigate to the relevant section in this article. Alternatively, scroll down for a thorough overview of our top 11 design checklists.

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The Importance of Core Values: How to Captivate Customers & Compel Teams

importance of core values

“Well-defined values don’t sound like the safe platitudes of a Hallmark card”Patrick M. Lencioni, Management guru

Lencioni also wrote that “Most values statements are bland, toothless, or just plain dishonest. [They] create cynical and dispirited employees, alienate customers, and undermine managerial credibility.”

For early stage startups, formal value statements are multi-functional; they should help your team understand and act on your internal best practices and empower them to make decisions that will benefit the company as a whole.

These values are the boundaries within which your business will operate in pursuit of its goals, and set the tone for day-to-day operations.

Think of core values as one of the three pillars of principle holding up your business operations; the other two being mission and vision.

In this Process Street article, we’ll explore why core values are important, how they align with mission and vision, and some examples of core values from other companies.

We’ve also got some statements from our own team about how they live and act on our own internal values in their day-to-day work.

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89% of Execs Swear By BizOps for Advanced Decision Making in Their Org (Plus Checklists!)

89% of Execs Swear By BizOps for Advanced Decision_1Every 20 seconds, $1 million is wasted globally through poor investments that don’t align well with a given organization’s goals and strategy.

This is according to a 2018 Pulse of Profession (PMI) report. The report also indicated that organizations waste 9.9% for every dollar invested due to poor strategic goal delivery.

Yet, as a solution to these business woes, 89% of executives say BizOps could significantly improve strategic decision-making by improving collaboration between IT and business teams.

The startup bizOps buzz is reimagining older, already pioneered bizOp practices used by the likes of Yahoo, Google, and LinkedIn. Startups are using bizOps (otherwise knowns as business operations) in a more generalist role demanding rapid execution and a larger scope of responsibilities.

Tech startups such as Slack, Dropbox, Ziprecruiter, and (of course) Process Street, are recruiting for and building out their Bizop teams.

But what exactly do we mean by bizOps in this modern world, and how has the concept been reimagined for the startup culture and mentality?

In this article, you’ll learn what bizOps is, from the day-to-day operations to the core activities. We’ll then discuss the importance of bizOps, using real-world examples to display the role in action. Find out how to apply BizOps as a startup or as a large enterprise to significantly improve strategic decision-making in your business.

Sound good?

Click on the relevant subheader below to jump to your section of choice, alternatively scroll down to read all we have to say:

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How Our Sales Team Use Checklists to Identify Sales Opportunities & Close Deals

How Our Sales Team Use Process Street

“To succeed, jump as quickly at opportunities as you do at conclusions.” – Benjamin Franklin

Is your sales team prioritizing their time and channeling their efforts for the highest return? Are you sure you have the systems in place to take advantage of every sales opportunity that presents itself to you, from outreach to closing the deal?

Over the years, our sales team has built a few processes that help them maximize the impact of their daily recurring tasks. In turn, these processes are partially responsible for helping us along the way to over 450,000 registered users, including likes of Colliers, Salesforce, Accenture, Spotify, and Airbnb.

In this Process Street article I’ll share some of those sales processes with you.

We’ll cover how our sales team has used checklists to:

  • Identify & lock-onto our highest value leads: According to the CMO Council, lost productivity and poorly managed leads cost companies at least $1 trillion every year. We don’t want to even lose $1 due to lost productivity. By using Process Street our sales team can manage leads efficiently.
  • Quickly and easily respond to requests for trial extensions, discounts, upgrades, and more: From trial extensions, pricing, product explanation, and demos, a Process Street checklist can be created and run for all sale requests, standardizing processes and keeping teams abiding by best practice.
  • Capture important information during the sales cycle: According to Accenture, 42.5% of sales reps take 10 months or longer before they contribute to the company goals. Capturing sales data helps Process Street’s sales team create actionable sales insights, insights both the sales leaders and reps can refer to and rely on to better reach their goals.

These processes are mainly used by our Account Executives every day – and I’ll cover how each of the checklists map to each stage of the sales cycle.

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Workforce Planning Essentials for the Remote-Savvy HR Manager

Workforce Planning Essentials for the Remote-Savvy HR Manager

There are plenty of great quotes from inspirational leaders that perfectly sum up the importance of workforce planning, but in my mind, none of them quite capture it like this one:

“Making a plan without the right tools is like making spaghetti without a pot.” – Kris Hughes, Content Strategy Consultant

You are absolutely not going to be making any spaghetti without a pot, or at least a pot-like vessel that will hold boiling water in a way so as not to burn the crap out of your hands in the process. When it comes to workforce planning, the spaghetti is your business and the pot…

Okay. I took the simile too far. You get the picture: if your business doesn’t have the right people in the right place, you got nothing.

Think beyond that: if the right people don’t stay or aren’t being utilized properly, you still don’t have a pot to… make spaghetti in.

There is a lot out there about workforce planning, and by a lot I mean, a frickin lot. It’s my job to do research and even I got a little dizzy trying to sort through all the different takes on what is or isn’t or could be/might be the best way to manage your workforce.

This post aims to simplify all that. I’ll cover the foundations of workforce planning, specific considerations for remote work, and examine some common methods for finding the right approach for your organization.

This Process Street post is designed so you can jump straight to the info you need to know, so feel free to skip ahead.

Let’s get planning!
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How We Smash Tough Goals and Objectives With OKRs (& How You Can, Too!)

goals and objectives

We’re an ambitious bunch here at Process Street.

In terms of numbers, we’ve published over 1,000 onsite blog posts, over 300 offsite blog posts, penned 5 huge ebooks, attended many an external webinar, and created many a podcast, too. And this is only our content marketing team’s efforts. If I were to discuss the phenomenal accomplishments of our other departments — from engineering to sales, product to customer success — we’d be here all day.

Despite our company-wide accomplishments, we knew in 2020 that we could push ourselves further (especially considering our $12m cash injection from Accel, Salesforce, and others). Naturally, we turned the ambitious goals and objectives we’d set ourselves up a notch.

This meant that, rather than only working with KPIs, we threw OKRs into the mix as well.

Not to toot our own horn too much, but I can say with confidence that the choice to do so went in our favor. In fact, we’ve had some of the best months ever since deploying OKRs!

This is why, in this post, I’m going to tell you everything that we learned from internally deploying OKRs at Process Street. Specifically, I’ll give you a quick recap on what OKRs are, go over our method for implementing OKRs in detail, recount my experience of getting used to (and then loving) OKRs, on top of providing 5 tried-and-tested tips for deploying OKRs at your company.

Just read the following sections to get completely clued-up:

It’s time for you to pivot to OKRs and hit challenging targets like a pro, too.

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The Ultimate List of 45 Business Process Improvement Tools (Lean Six Sigma & Beyond)

process improvement tools

Processes underpin business capabilities, and capabilities underpin strategy execution.” – Pearl Zhu, Digital Capability: Building Legal Like Capability Into Business Competency

A 2018 survey by BPTrends found that 93% of the organizations studied engaged in multiple process improvement projects.

This is because business processes are the life-blood of your organization. Process improvements, therefore, prime your organization to run like a well-oiled machine, bettering your chances of business success.

On that note, in this Process Street article, we take a look at our top 45 process improvement tools. Using these tools will improve customer satisfaction, save you money, strengthen customer retention, and boost project success rate (+ more).

Click on the relevant subheader to jump to your section of choice, alternatively scroll down to read all we have to say.

For clarity, I’ve split each tool as per the following subheaders – click to jump to the unique tool category.

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Customer Success Operations: How to Build Repeatable Processes to Scale and Grow

customer success operations

It was known as the email incident. An incident that caused an astronomical uproar throughout the office.

Names shall not be mentioned, but before Process Street I worked as a technical service advisor for an environmental testing laboratory. It was our job to deal with customer queries and complaints, to answer questions, and to make sure the service we provided met the customer’s needs.

The email incident: My colleague forwarded a customer complaint email to our manager, adding an inappropriate comment to display his frustrations with that said customer.

Unfortunately, this email ended up in the customer’s inbox too…

Oops!

Mistakes like will happen if you don’t have pre-established customer success operations to act as a form of process control.

Think about it, you’ll have optimized processes for production, sales, marketing, etc. But to effectively scale and grow, you’ll need to build repeatable processes for your customer success department too.

For many companies (72% to be exact, according to data obtained by Forrester), customer success is a top priority. This is because it’s well known that investing in a new customer is 5-25x more expensive than retaining existing ones – as expressed by the Harvard Business Review.

Make customer success operations your top priority by building and optimizing repeatable processes. And in this article, you’ll learn precisely how to do that.

Click on the relevant subheader below to get started. Alternatively, scroll down to read all we have to say regarding customer success.

Let’s begin!
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12 Checklists for Bloggers to Implement Content Marketing Best Practices

checklists for bloggers

77% of internet users read blogs – like this one produced by us at Process Street. To pique the interest of this large audience you’ll need to be following optimized, efficient processes so your blog is the best it can be.

And guess what? If you’re looking to better your blog content and stand out from the competition, then you’ve come to the right place. In this article, you’ll learn how to get your blog right with Process Street’s tried and tested checklists for bloggers.

Once more, we’re giving you these checklists for free (our gift to you for being a woautomanderful readership). 🤑

These checklists have been specifically selected and ordered for you to implement best practices from the start to the end of the blog creation process.

Right then, no more dill-dallying, let’s get straight to it.

Click on the relevant subheader to jump to your section of choice. Alternatively, scroll down to read all we have to say so you’re fully prepared to implement our checklists for bloggers.

Let the blogging commence! 🖋
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Quicken Your Software Deployment & Generate More Value with CI/CD

This is a guest post by Gabe Nelson. Gabe is a content specialist with over 7 years of experience, currently working with Semaphoreci.com. He has a passion for programming and has written hundreds of content pieces in numerous niches. Currently, he lives in Missouri with his wife and kids.

Let’s face it: the longer your software takes to get from ideation to iteration, the more irrelevant it becomes.

With the innovation of new paradigms and working methods to meet the right here/right now demands of consumers in a hyper-connected world, your developers need workflows that will deliver your software into production environments the second they’re able to.

The millisecond micro nanosecond, even.

Managing your software deployment processes and procedures to not just keep up with, but stay ahead of, the competition can seem like a Sisyphean task, but it doesn’t have to be.

Continuous integration (CI) and continuous delivery (CD) together constitute the light at the end of a software developer’s tunnel. No doubt that’s why implementation is commonly described in terms of “pipelines” – CI/CD takes you straight through the problems.

More specifically, CI/CD pipelines make it easy for developers to deploy working code into functional and error-free production environments. That’s because these workflows do a great job of automating entire pipelines of your team’s code releases and updates. This frees up developers to create new features and processes instead of spending hours debugging faulty code.

In this Process Street guest post, I’ll do a quick walkthrough of the basics of CI/CD, then dive into how CI/CD can generate more value for and quicken your software deployment.

Read on…
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