Flicking through articles on my tablet, I came across a study conducted by McKinsey and Company, creating an aha moment when thinking about the term business change.

The study looked at 2000 executives from 900 companies across multiple industries. More than half of respondents stated that, in five years, their change efforts failed to meet business goals and sustained results over time.

We at Process Street wanted to know why?

Trying to navigate business change without a formal process is like plonking an elephant into a china shop…

It can get messy.

What you need is a change management plan, to bring structure and control to the change process. If you ignore change – whether that be external to your business, internal, expected, or unexpected – or fail to respond appropriately, then there can be shattering negative consequences.

With our 9 free change management plan templates, you can effectively guide your business through change. These templates are just what you need to succeed in an ever-changing business landscape.

• Lewin’s Change Management Model Process Checklist
• Bridges Transition Model Process Checklist
• ADKAR Model Change Management Process Checklist
• McKinsey 7-S Model Process Checklist
• PDCA Cycle Change Management Model Process Checklist
• Kotter’s Change Management Model Process Checklist
• Kubler-Ross Change Curve Process Checklist
• Nudge Theory Change Management Model Process Checklist
• Satir Change Management Model Process Checklist

Scroll down to find out what a change management plan is and why it is needed, before moving onto our top 9 free change management plan templates. Alternatively, you can use the links below to jump to your section of choice.

• What is a change management plan?
• Change management models: What they are and why they are important
• The top 9 change management models

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In 2018 the green technology market was valued at $6.85 billion.

This figure is projected to increase to $44.61 billion, with a Compound Annual Growth Rate (CAGR) of 26%.

This change comes as a response to our present-day environmental crisis. In this sense, green technology provides a knife for our noose, to help us move forward, past plastic pollution, poisonous chemicals, and climate degradation.

“The concept of ecological modernism, which sees technology as key to solving big environmental problems, is getting a lot of buzz these days.” – The Guardian, Technology as Our Planet’s Last Best Hope

Like The Guardian, at Process Street we also believe technology plays a vital role in helping society move forward, to work with the environment and our planet… rather than against it.

In this article, you will learn what green technology is, why it is important, and 6 easily applicable ways you can utilize green technology in your business or line of work today.

In addition, Process Street as a green tech solution gives you free access to our leading business sustainability templates. Sign up to Process Street here for free and check out our ISO 14001 Environmental Management Self Audit Checklist below for a taster.

Click here for free access to our ISO 14001 Environmental Management Self Audit Checklist!.

Click on the relevant subheaders or scroll down to find out how to be both lean and green in business.

• What is green technology?
• Green technology as a positive and proactive approach for solving our environmental crisis
• Green technology examples: 6 top examples of green tech for your business
• Using Process Street to become more sustainable

Right tech-perts, let’s get started!
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$35 billion in sales is generated annually using email.

For each ~$1 spent on a given email campaign, the Return On Investment equaled ~$38 in 2017.

At Process Street, we know email is a popular, practical and powerful way to connect with people. When done right…

This is why Process Street has created 17 Email Marketing Templates, so you can get your email marketing processes right.

Use our email marketing templates to obtain clarity, consistency and save time within your marketing campaign.

By using our templates you can:

• Test and improve each campaign performing A/B testing.
• Work in synergy with the rest of your team using our role assignment feature.
• Ensure task order and task prioritization using our stop task feature.
• Make sure tasks are completed within a given deadline using our dynamic due date feature.
• Monitor and manage the progress of any given email marketing process.

These templates are free and easy to use. Scroll down to grab them straight away using the quick links provided.

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This is a guest post by Adela Belin, a content marketer, and blogger at Writers Per Hour. She is passionate about sharing stories with the hope to make a difference in people’s lives and contribute to their personal and professional growth.

After hundreds of applications, weeding out the good from the bad, and a series of interviews, you’ve finally found the right candidate for the role – you extend the offer, initiate the paperwork and that’s it, your work here is done.

But is it?

If your company’s recruitment process is as simple as the above, then you’re missing out on an important step – onboarding.

Neglecting your employee onboarding processes is something you cannot afford to do, especially in a remote set up.

“Employee onboarding, also known as new-employee orientation or assimilation, is the process by which an organization assimilates its new employees.” – SHRM, Managing the Employee Onboarding and Assimilation Process

In this Process Street article, we take a deep dive into a specific type of onboarding process. We will explain how you can perfect your remote onboarding process, wherein a new hire undergoes a set of formal meetings, briefings, socialization, training, and a series of other coordinated activities to get familiar with the remote job role, responsibilities, and overall company culture.

Having an effective employee onboarding process builds loyalty and engagement, improves productivity, and delivers a positive work experience. With that said, you can see how taking the time to perfect your onboarding processes is vital to nurture talent within your remote team.

If you’d rather skip ahead, just click on the relevant subheaders below. Alternatively, scroll down to read all we have to say regarding remote onboarding processes.

• Remote onboarding process: An employee onboarding checklist
• The importance of onboarding for a remote team
• Why you should use a process for remote employee onboarding
• How to onboard your remote employees
• Workflow automation: Use Process Street to automation your remote employee onboarding processes

Let’s get started!
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A 2018 survey by BPTrends found that 93% of the organizations studied used multiple process improvement tools.

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 46 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.

• Why you should care about improving your processes
• 46 top process improvement tools
• How to improve your business processes using business process documentation

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

• Process improvement visualizations
• Process improvement exercises
• Process improvement frameworks
• Process improvement methodologies ‍

It was known as the email incident. A customer success operations catastrophe 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.

• Why you need to start thinking about your customer success operations
• How to build effective customer success operations for your business in 4 steps
• Using Process Street to build repeatable customer success operations
• Using performance metrics to guide customer success operations effectiveness

Let’s begin!
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“An investment in knowledge always pays the best interest” – Benjamin Franklin

According to the American Society for Training and Development (ASTD), companies with better training investments enjoy a 24% higher profit margin.

Keep this statistic at the forefront and consider the benefits you will obtain if employee development didn’t stop once the training period was over.

Employee development, implemented via an employee development plan, gives an organization the means to continually invest in their employees so they bloom in their role.

Employee development looks to improve employee skills, knowledge, and experience to meet their professional and personal goals. An employee development plan is the set of actions guiding the employee to meet these goals, with back-and-forth collaboration between the employee and the manager.

The research division of Miller Helman Group found that investing as little as $500 in employee development yielded a 46.1% employee performance increase. It is reasons like this that we at Process Street take employee development seriously.

In this article, you will learn what an employee development plan is and how top CEOs use employee development to succeed in their role. On that note, we will also provide you with our free Employee Development Plan Template to help you get started.

Sound good?

Click on the relevant subheader below to jump to your section of choice. Alternatively, scroll and learn all we have to say in terms of employee development.

• Employee Development Plan Template
• What is an employee development plan? Professional vs employee development
• Employee development in action: Rose Marcario, CEO of Patagonia
• Employee development plan benefits
• What should an employee development plan include?

Ready to nurture your best team? Let’s get started!

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You need to invest in lean tools.

Why?

Studies show that moving towards a leaner business model can improve productivity by up to 25%, increase stock turnover by 33%, and increase on-time delivery by 26%.

The recognized benefits of being lean are only accumulating, with more and more studies advocating lean approaches in business for both economical and sustainable success.

However, some companies choose not to embrace lean philosophy through fear that the costs related outweigh the benefits gained. With this, we at Process Street have come to help.

You see, this fear has oozed from imperfect implementation and a misunderstanding. With the right lean tools and techniques, lean thinking can easily and successfully be applied.

In this article, we present you with our top 8 lean tools to assist you in implementing lean philosophy for your business or line of work. By using these tools, you will see a transformation, with maximal value and minimal waste.

Along with these tools, we grant you access to our template resources, which you can hop in and use right away for free.

Click on the relevant subheaders below to read the section of choice, alternatively scroll down for all I have to say.

• What is lean?
• The 5 lean principles
• Lean tools: Our top 8 lean tools to assist lean principle application
• Lean tools and the benefits they give
• Lean software tools you should use today

Keen to become lean? Let’s jump in!

Customer health index is a crucial metric to look at.

Why?

The customer’s Net Promoter Score (NPS) was in the highest percentile, yet I found myself closing the account. How did we miss this churning customer? Were there early warning signs we’d failed to notice?

I used to work as a technical customer service representative for an environmental testing laboratory. It was my job to keep an eye on the accounts I handled. I needed to make sure the customers were happy and meeting their goals with us. For this, we relied heavily on NPS scoring, but this measure was failing us.

NPS scoring could be failing you, too.

The problem is that NPS metrics give reactive, snapshot values. Plus there are other aspects to an account’s health beyond customer satisfaction. For instance, you need to understand your customer’s goals and whether they’re on track to meeting those goals.

According to McKinsey and Company, perfecting account health scoring can improve client retention by up to 95%. If I knew this, I could have prevented that one account from churning.

In this Process Street article, we introduce a more comprehensive and proactive means of determining the health of your accounts: the customer health index (CHI).

• What is a customer health index?
• Why you should transition from NPS to CHI
• How to calculate a customer health index in 4 steps

Let’s jump right to it!

Having a self-care plan in your routine is important.

Why?

According to the 2018 Organization for Economic Cooperations and Development (OECD) report, 18% of U.S. citizens live in relative income poverty, despite a general trend of citizens working longer and longer hours. In addition, factors such as housing affordability, household wealth, and overcrowding rate are showing signs of consistent deterioration.

It doesn’t take an expert to infer that these trends aren’t improving the average life quality. As such, the 2019 World Happiness Report ranked the U.S. 19th, a decline from previous surveys.

To jump to the point, over the past ~10 years, U.S. citizens have become less, and less happy.

A concerning trend that diminishes societal resilience to crises, as we witnessed with COVID-19.

Something needs to be done!

Swinging for change to steer those depressing trends around, the team here at Process Street has created quality, effective, and actionable free self-care resources, ready for you to hop in and use right away.

Use our self-care workflows as part of your own personal self-care journey, or distribute these templates throughout your team to create strong, employee-focused organizational support.

These resources are carefully crafted, drawing from novel and up-to-date research into human happiness, indicating the best habits and self-care behaviors you should adopt for a better quality of life. Check out our Daily Self-Care Template Checklist below for a taster.

Click here to access our Daily Self-Care Checklist!

Click on the links provided below to jump to the relevant template.

• Daily Self-Care Checklist
• Annual Self-Care Planner
• Morning Routine Checklist
• Evening Routine Checklist
• Tony Robbins: Morning Routine
• Achieving a Work-Life Balance
• Backpacking Checklist
• Camping Checklist
• Travel Checklist
• Big Personality Test (Structure Template)
• DISC Assessment (Structure Template)
• Budget Template
• Daily Budget Template
• Daily Routine Checklist
• Daily Schedule Template
• Fitness Planner
• Lisa A. Romano: Overcoming Negative Self-Talk
• Self-Evaluation Performance Review Template
• SMART Goal Setting Checklist
• Weekly Meal Planner
• Work Anxiety Resolution Checklist
• KonMari Checklist

To begin this article, we will explain what a self-care plan is and the perks that come from having one. We will explain how you can design a personal and printable self-care plan that will give you benefits such as improved productivity, enhanced self-esteem, better physical and emotional health, and all-in-all a better life quality.

There is nothing to lose, so what are you waiting for?

Click on the relevant subheader below to jump to that section. Alternatively, scroll down to find out how you can be happier and improve your well-being.

• Self-care plan: What it is and why it is important
• 22 free self-care checklists
• Use Process Street to devise an effective, personal, and printable self-care plan

Let’s set a new trend, for a happier and healthier society.