All posts containing Essential Design Processes & Checklists


7 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.

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.

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8 ITIL Processes for First-Class IT Service Management

itil-processes

Data-driven.

This short statement could be used to accurately summarize the way big business wants to function in today’s world.

Its all about data; gathering it, processing it, analyzing it, and then leveraging insights to continuously improve business operations and customer experiences.

And yet, despite its importance, many companies are failing to do it very well.

Information Technology Infrastructure Library (ITIL) is a framework that enables organizations (mostly enterprises and government agencies) to efficiently perform this process of leveraging data.

Of course, this is a very simple, reductionist way of putting it. The framework is incredibly complicated and how exactly it delivers such a powerful service is not easily understood.

Here is a more comprehensive definition:

“ITIL, or Information Technology Infrastructure Library, is a well-known set of IT best practices designed to assist businesses in aligning their IT services with customer and business needs. Services include IT related assets, accessibility, and resources that deliver value and benefits to customers. ITIL framework objectives include the delivery of valuable service offerings, as well as meeting customer needs, and achieving business goals of a given organization. Despite the individuality of each organization, ITIL provides guidelines for achieving these objectives and measuring success with KPIs.” – Jarod Greene, The Essential Guide to ITIL Framework and Processes

Thankfully, this vast framework can be simplified and broken down into 5 core stages, illustrated in the graphic below.

itil-framework

These categories make up the ITIL Service Lifecycle, which we here at Process Street have written an extensive post about:

I highly recommend reading this article if you would like to learn more about what exactly the ITIL service lifecycle is, how each stage relates to one another, and for valuable information on how you can apply ITIL to your business.

The article you are reading could be considered a follow up to the post linked above, as it provides you with 8 free ITIL processes in the form of practical checklists that you can integrate into your business right away.

Each of the 5 stages contains a certain number of standardized processes and functions. Processes make up the majority and are the focus of this post.

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7 SOP Examples: Essential Templates to Make SOPs Simple

sop example templates

Whether it be for employee onboarding or adhering to ISO guidelines, standard operating procedures (SOP) are an integral part of making sure your company runs smoothly, stays organized, and ensuring your team consistently follows protocol.

But, where do you start if you’ve never documented your company procedures before?

It can be intimidating when you’re first beginning to build your standard operating procedures.

That’s why we’ve built four SOP example templates, to give you a clear and easy-to-follow framework to be able to easily build your own procedures from start to finish.

This post is all about SOP innovation. Using Process Street, you can create SOPs in new, more efficient ways.

Here’s a breakdown of the article:

Let’s take a look at some SOP example templates to begin with. Continue Reading

Grant Writing: How to Win Every Time (8 Free Checklists)

Grant Writing

What’s the difference between a winning grant proposal and a losing one?

Grant writing.

Grant funding today is more difficult to obtain than ever before. A recent National Institute of Health (NIH) report showed that out of 50,000 grant applications, only 10,000 were given funding. That’s only 19%, which has fallen from 33% in the last 15 years.

Why?

A lack of Government funding, fierce competition, and poor grant writing skills.

We can’t do anything about the Government funds. We can do little about fierce competition. We can, however, do a lot about poor grant writing skills.

From completing complex grant applications to writing tip-top proposals, we’ve created the following eight templates to hone your grant writing skills.

If you’re in a hurry, go ahead! Click on the links below to jump straight in!

Curious about what these templates looks like? Check out the Proposal Template embedded below.

Scroll down for more information on each template of our grant writing template pack.

In addition to introducing our grant writing templates, I’ll be taking you behind the grant writing scenes, covering the following topics:

Ready? Let’s start with the basics…

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Fleet Management System: Essential Templates for Fleet Managers

fleet management system

In recent years, the rate of commercial fleet driving accidents in the US has increased by about 20%.

The fleet management industry has responded in turn with a re-emphasis on the importance of vehicle and driver safety, chiefly due to the preventable nature of many of these vehicular accidents.

Fleet management systems have grown more and more complex; far beyond the basic cc tracking system of its past.

Today, more vehicle-dependent businesses are implementing these systems to improve the monitoring of their drivers and vehicles, encourage safer driving habits, and facilitate better company-wide transparency.

If your company is managing a large fleet of hundreds or thousands of vehicles, a fleet management system is key to keeping track of everything related to your employees and assets.

Managing your fleet without a system in place inherently leaves room for potential complications and human error, even if your fleet is smaller in size. For example, if a driver gets into an accident, you may run into problems when filing an insurance claim, or it might be difficult to quickly reach your driver to obtain an ETA for a customer.

Fleet management systems are designed to mitigate these potential issues and help strengthen your daily processes, making them more efficient and organized than ever before.

In this Process Street article, we’ll be covering:

Let’s start with the basics.
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Enterprise Collaboration Software: 8 Essential Tools You Need to Use

Enterprise Collaboration Software

Collaboration is essential.

It’s the catalyst for hitting those important, internal targets that pave the way for long-term profitability and success.

But collaborating is far easier said than done – and especially for enterprise businesses.

In fact, 86% of employees and executives cite a lack of collaboration as the reason for the failures that have happened in their workplace.

Luckily, there’s a solution: Enterprise collaboration software.

If you’re new to enterprise collaboration software but still want to get your enterprise collaborating like pros, you’ve come to the right place.

In this incredibly-informative, super-streamlined Process Street article, you’ll learn the definition of enterprise collaboration software, find out the benefits of it, and discover the best software for enterprise-wide collaboration, depending on your needs.

Just make your way through these sections:

Let’s dive straight in. ⬇️
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Plan for Success With 11 Free Human Resource Planning Checklists

Human Resource Planning

The term planning is imbecilic; everything can change tomorrow

That was a quote made by a French manager, straight after the 1973 oil crisis.

He’s kind of right of course. Everything can, quite easily, change tomorrow. We’re living in a world where we see changes every day. Ground-breaking technology, product innovations, medical breakthroughs, economic globalization. Things change. I can’t argue with that.

But does that mean “planning is imbecilic” though?

Can planning be inflexible and slow to respond to change? Yes. Can it be reliant on poor, over-optimistic forecasting? Probably. Can it lead to bad business decisions? Definitely.

Planning can be ineffective and damaging if it’s done badly.

Good planning, on the other hand, can minimize the uncertainty brought on by change. It can reduce risk, promote reflection and encourage innovation. It forces rational, logical thinking and it helps inform good business decisions.

Don’t believe me?

Take the 1911 race to the South Pole. The race was between two explorers Roald Amundsen and Robert Falcon Scott. They each had a similar amount of experience and were the same age. Both faced 1,400 miles of gale-force winds, blizzards, and minus temperatures on their expeditions.

Amundsen meticulously planned his trip for several years. Scott didn’t.

Guess which expedition tragically failed?

Amundsen was already sailing back to Norway when Scott’s team finally gave up hope.

Failing to plan is planning to fail” – Benjamin Franklin

So, now we’ve established that planning is sensible, and not ‘imbecilic’, let’s find out why human resource planning is one of the most valuable processes a company can follow.

To do this, I will cover the following:

Without further ado, let’s get stuck in!

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The Different Types of Checklist Teams Should Use (& How They’ll Help)

types of checklist

Picture this: You’re on vacation.

(Sounds good already, huh?)

It’s summer. The sun’s shining. You’re on a beach with white sands and an ocean so clear you can see the coral.

You think, “Hey, I wouldn’t mind an ice cream right about now.” So you go to the ice cream kiosk before it closes for the day, choose your flavor of choice, go back to your towel, and eat it.

It’s the best ice cream you’ve ever had.

You want more.

But it’s gone. (And the kiosk is shut, too.)

Your vacation is ruined. R U I N E D.

Sometimes, one of something isn’t enough. Not just when it comes to delicious food, but also concerning more practical things like iPhone charging cables (why are they so flimsy, Apple?!), and of course, checklists.

Having multiple checklists holds you and your team in incredibly good stead when it comes to all kinds of business-related activity, no matter if the team works in marketing, engineering, sales, or customer support.

But don’t take my word for it.

Take the word of the 30+ businesses who’ve offered their insights to the Process Street community regarding the types of checklist they use (and why). Read through the following sections to get the complete lowdown:

Now, forget about that ice cream – there’s work to do!

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9 Checklists to Help Hospitals Deliver and Optimize Superb Patient Experiences

hospital-checklists

Checklists are becoming an increasingly important focus area for hospitals and other institutions in the medical field when it comes to treating patients more effectively, providing a safe and secure environment for recovery, and improving the overall patient experience.

Why?

Because numerous studies have proven that they work, and in an industry where human error can literally cause the death of a patient, it is absolutely critical for medical professionals to execute processes properly, in a timely fashion, and without missing a single step.

While you may initially think that hospital checklists would be a hindrance in a profession that requires fast, effective action, this is simply not the case if checklists are integrated and used properly.

There is no published data to date indicating that checklists may have contributed to adverse events, such as imposing a burden on the primary care providers, delays in treatment because of lengthy checklists, or errors of omission. Rather, they are largely considered important tools to condense large quantities of knowledge in a concise fashion, reduce the frequency of errors of omission, create reliable and reproducible evaluations and improve quality standards and use of best practices. – International Journal for Quality in Health Care

If you have been a long-time user of Process Street, you may well be aware of our admiration for the work of Atul Gawande, MD, author of The Checklist Manifesto published in 2009.

This book is what really kickstarted the adoption of checklists in healthcare, most notably, the World Health Organization (WHO) surgical safety checklist which WHO developed in conjunction with Dr. Gawande, supported by the compelling insight he provided in his book.

In the Keystone Initiative’s first eighteen months, the hospitals saved an estimated $175,000,000 in costs and more than 1,500 lives. The successes have been sustained for almost four years—all because of a stupid little checklist.Atul Gawande, The Checklist

The checklist is currently supported by hundreds of organizations around the world.

If you are interested in reading more about Dr Gawande and his book, I have provided links to a number of resources at the end of the article.

Among 8 other free checklists we are about to present, we have adapted the WHO surgical safety checklist to fit the format of our software, so you can keep a digital footprint and ensure each and every surgery has been performed as it should be.

The other 8 checklists cover a range of important healthcare processes including cleaning a patient room, conducting a safety inspection, ensuring compliance with HIPAA regulations, and more.

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Writing Checklists: Tips & Tricks From 15 Thriving Businesses

writing checklists

In 1836, Edward Bulwer-Lytton came up with the adage “the pen is mightier than the sword“.

Bulwer-Lytton was referring to good writing and effective communication being the most powerful tool of all. So powerful that it could win wars.

In business’ modern-day war against tough deadlines, seemingly never-ending workloads, and stiff business competition, Bulwer-Lytton’s adage still rings true.

Particularly when it comes to penning checklists.

Here at Process Street, we’d go far as to say that checklists are something of a secret weapon hidden in plain sight. They maximize productivity, minimize stress and anxiety, and can keep perilous human error at bay.

But the rewards can only be reaped if checklists are well-written.

Not sure how to write checklists properly? Confused whether you’re penning checklists the right way or not?

I’ve got you covered in the following sections where you’ll learn what checklists are used for, why they’re so useful, on top of being given tips and tricks for writing checklists from 15 thriving companies:

Now, it’s time to march onwards! 🥁

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