All posts by Jane Courtnell

Hoshin Kanri: Gain a Competitive Advantage With This Lean Management Approach (Free Template)

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After the Second World War, Japan was faced with tremendous infrastructural damage and needed to begin the long, difficult process of repairing pretty much everything. During this time, Allied forces occupied Japan and oversaw the process of reparation – many American experts were enlisted to aid in the efforts to rebuild Japan’s economy and infrastructure, while at the same time ensuring no military force was re-established.

Among those enlisted was W. Edwards Deming (of the Deming Cycle and PDCA fame). One of the early goals was to begin production of new radios; the problem was, new management was unskilled, production facilities and raw materials were in short supply, and quality management was a big issue.

Long story short, Deming helped to spearhead the establishment of quality control initiatives focusing on top-level management taking responsibility for clearly defining quality policy and procedures. This kind of quality control framework came to be known as Hoshin Kanri, and it eventually proliferated beyond Japan and over to America and the rest of the globe.

A 2020 report by the IPMA Organisational Competence Baseline (IPMA OCB) explained that to execute business vision, mission, and strategy, implementation of the Hoshin Kanri approach – also referred to as Hoshin planning – is vital for lean and strategic management, and for future-proofing a business.

In this Process Street article, you will learn: What Hoshin Kanri is and its history, why you need to implement Hoshin Kanri in your business or line of work, and how you can do this using our free Hoshin Planning: Hoshin Kanri Policy Deployment Process Checklist.

You can navigate to the most relevant section for you using our quick links below. Alternatively, read on for a gentle introduction to the fundamentals of Hoshin Kanri.

Let’s go explore the concept of Hoshin Kanri!
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Free Meeting Minutes Template and Top Tips to Effectively Record Your Meeting Minutes

Free Meeting Minutes Template and Top Tips to Effectively Record Your Meeting Minutes

Following a pre-planned meeting agenda can decrease meeting time by 80%.

Despite this, less than half (37%) of U.S. meetings follow a set agenda.

Why, when the time savings of doing so are substantial? When time = money, it doesn’t take a genius to visualize the knock-on effects this has to an organization’s bottom-line.

Using a Meeting Minutes Template will establish processes to clearly define and set the meeting agenda before the meeting has begun, saving you both time and money.

In addition, a Meeting Minutes Template offers legal protection, provides meeting structure, documents state ownership, drives action, serves as a reference point, helps avoid repetition, and offers a platform for open communication.

Sounds good right?

So good that the content creation team here at Process Street give you this comprehensive guide, so you can effectively record meeting minutes in your business and line of work. You are provided with our free Meeting Minutes Template, to be used in conjunction with 3 more top meeting process templates.

Click on the relevant subheader below to hop to that section. Alternatively, read all to discover our secrets for how you can become a pro meetings note taker .

Let’s get stuck in!
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Social Media Marketing Automation: Top 5 Tools and 7 Free Checklists

Social Media Marketing Automation Top 5 Tools and 7 Free Checklists-01

This is a guest post by Tom Siani, an online marketing expert with up to 4 years of experience in the digital industry. He is also collaborating with some well-known brands to generate traffic, create a sales funnel, and increase online sales. He has written a considerable number of articles about marketing via social media, brand marketing, blogging, and search visibility.

With over 50% of the world’s population using social media, a number that is only increasing, you can see how social media marketing is critical for reaching potential customers and driving sales.

With this in mind, in this Process Street article we look at how you can improve your social media marketing strategy to get ahead of the game. Specifically, we turn our attention to social media marketing automation.

We’ll explain the advantages of using social media marketing automation as part of your social media marketing strategy, in addition to presenting you with our top 5 social media marketing automation tools you can sign up and use today. Sound good?

But wait there is more!

To kick-off this article, I present Process Street as your critical social media marketing accomplice.

At Process Street, we have been working hard to provide you with practical template tools to assist you in delivering an optimal social media marketing strategy.

These template resources are listed below. Click on the links provided to jump straight in. Alternatively, scroll down to find out more.

If you want to jump to a specific section in this article, click on the relevant subheader below. If not, continue scrolling!

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Systemic Risk Explained, How to Measure and Identify Systemic Risk Items

Systemic Risk

They’re going to lose their houses, they’re going to lose their jobs…this is like, the end of capitalism, this is like the dark ages all over again” – The Big Short

Debuting in 2015, The Big Short is an American comedy-based drama showcasing the 2007-2008 financial crisis. I remember watching the movie, in quiet disbelief that a financial failure of such magnitude slipped through all areas of caution, potential management, and mitigation.

The 2008 financial crisis was the result of unsuccessful systemic risk management.

A crisis that the Federal Reserve Board estimated to have cost every single American ~$70,000.

For me, this single example communicates the importance of understanding, managing, and mitigating systemic risk items. With that in mind, we begin this article on systemic risk.

In this Process Street article, we will explain what systemic risk is and how it differs from conventional risk. You are given tips to help you identify prevailing systemic risks so you can be proactive, plan for, and manage these risks for your business and line of work.

Before concluding the article, we acknowledge climate change as a potent systemic risk that urgently needs to be addressed and managed. For this, we give you free template resources, uniquely designed to support the movement towards business sustainability. A movement that runs hand-in-hand with carbon footprint reduction.

Click on the relevant subheader below to jump to that section. Alternatively, scroll down to read all we have to say about systemic risk.

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Process Improvements: Your Ultimate Toolkit With 17 Free Templates

Process improvements

The biggest room in the world is the room for improvement” – Helmut Schmidt

Only 4% of businesses measure and manage their processes. Process improvements are impossible with stats like that.

Why, when doing so provides an avenue for continuous improvement, advancement, and business success?

At Process Street, documenting our processes means we can continuously assess what is working and what is not.

For instance, when I first began as a Content Writer, I found navigating HTML code difficult. Luckily for me, at Process Street we document all of our business processes, creating full transparency over what works and what doesn’t. In this sense, a stronger HTML focus was needed during training. The required changes were made, and our training resulted in major process improvements.

In this article, you will find out how you can do the same. You will learn how to:

  • Identify opportunities for process improvements.
  • Implement the changes required.
  • Measure the success of the changes made.

Think of this article as your ultimate toolkit, to make continuous process improvements in your business. We provide you with 17 free templates, to support you in improving your processes. Click on the links below to jump to the relevant template.

Or, if you just can’t wait, check out the first of our templates below to see what we’ll be giving you!

We begin this article by explaining exactly what we mean by the term process improvement, and identifying the three steps you should follow to effectively improve processes in your business. The templates provided above have been carefully designed to assist you with each step.

Click on the relevant subheader below to jump to the appropriate section, alternatively scroll down to read all we have to say.

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Quality Control: How to Get It Right With 19 Free Templates

Quality control

As I stood, staring at my big toe which had somehow poked its way through a layer of polyester, it occurred to me that:

    1. These 2-month-old running shoes definitely needed to be disposed of.
    2. I will not be buying from this poor quality brand again.

In this scenario, I had fallen victim to poor quality control measures.

Purchasing a pair of running shoes not robust enough to meet my needs meant I, as a consumer, was not satisfied and did not repeat my custom with the given brand.

This reaction is to be expected.

A study by Psomas et al, detailed on Emerald Insights, concluded that effective quality control measures, in the form of Quality Management Systems (QMS systems), directly improve employee benefits, business performance, and customer satisfaction.

Quality is never an accident; it is always the result of high intention, sincere effort, intelligent direction, and skillful execution; it represents the wise choice of many alternatives” – William A Foster, Forbes Quotes

In this Process Street article, we take a look at what quality control is, and how you can implement effective quality control processes in your business today.

You will be presented with 19 free templates, ready and waiting to be used right away. These templates will help you build and audit your QMS systems, to meet the needs of key stakeholders in your business.

  1. ISO 9001:2015 Internal Audit Checklist for Quality Management Systems
  2. Financial Audit Checklist
  3. Environmental Accounting Internal Audit
  4. Environmental Management Self Audit Checklist
  5. Management Systems Audit Checklist
  6. ISO 9001 and ISO 14001 Integrated Management System (IMS) Checklist
  7. PPC Audit Checklist
  8. Google Analytics Audit
  9. Technical SEO Audit
  10. UX Audit
  11. ISO 27001 Information Security Management System (ISO27K ISMS) Audit Checklist
  12. SQL Server Audit Checklist
  13. Firewall Audit Checklist
  14. Network Security Audit Checklist
  15. ISO 45001 Occupational Health and Safety (OHS) Audit Checklist
  16. Diversity Management Monthly Audit
  17. Hotel Sustainability Audit
  18. Laboratory Safety Procedure Audit
  19. Retail Store Audit Checklist

Sound good?

Click on the relevant subheader below to jump to that section, alternatively, scroll down to read all I have to say.

Let’s begin!
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How To Optimize Shift Work Scheduling To Maximize Employee Productivity

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This is a guest post by Derek Jones from Deputy, a global workforce management platform for employee scheduling, timesheets, and communication. With a focus on Emerging Retail, Derek helps business owners and workforce leaders simplify employment law compliance, keep labor costs in line, and build award-winning workplaces. Derek has over 16 years’ experience in delivering data-driven sales and marketing strategies to SaaS companies like MarketSource and Griswold Home Care.

One of the many factors that can help guarantee the success and growth of a business today is employee performance.

Most organizations know this. Therefore, they want employees that are as efficient as possible. However, that is easier said than done, especially in industries where activities often run at odd hours or even 24/7.

For such industries (like healthcare, hospitality, and retail in particular), one of the most important things they’ll need to manage is shift work scheduling.

Through optimization, the task of scheduling shift work will have a structure to minimizes employee burnout and improve overall performance.

Employees that work in an enabling environment have a higher chance to properly complete all important tasks – on schedule.

In view of that, in this Process Street article, we will:

  • Discuss some of the issues and challenges that surround shift work.
  • Take a look at up-to-date research regarding employee performance.
  • Summarize 3 shift-work goals you can incorporate to optimize your shift work schedule.
  • Give top tips on shift work scheduling to maximize employee productivity and retention.

Click on the relevant subheaders below to jump to that section, alternatively scroll down to read all, and find out how you can optimize your shift work schedules today!

Let’s jump right to it!
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Top 5 SaaS Tools to Kill Your Competitors With Kindness

Kill Your Competitors With Kindness With These Top 5 SaaS Customer Success Tools

This is a guest post by Angelina harper, a tech writer at Really Simple Systems interested in cloud technology, digital marketing, and ephemeral content. You can find her most beloved articles on her Twitter account.

Thanks to the realization that retaining existing customers is five times less expensive than obtaining new ones, businesses began exploring ways to improve the success rate of their customer interactions. This is termed customer success. What we wanted to find out is: How do you optimize customer success?

To answer this, we turn our attention to SaaS (Software as a Service) tools, begging the question: What are the top SaaS customer success tools out there?

SaaS customer success tools are an integral component of the modern business tech stack. These tools enable a business to understand what their customers want in terms of service, so they can provide it in an automatic fashion via the tool.

Customer success tools generate positive customer experiences at scale. SaaS companies often need to scale their customer success operations, and their software solutions should reflect this.

With that being said, customer success is a relatively new concept, and many businesses are still learning how to tackle it effectively.

In this Process Street article, we will present you with our top 5 customer success SaaS tools. But before all of that, let’s find out exactly what customer success is and why it is important:

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Maintenance Management: 6 Steps for Scaled Production and Growth

Maintenance Management 6 Steps for Scaled Production and Growth

This is a guest post by Bryan Christiansen from Limble CMMS – a modern and easy to use mobile maintenance software. Over the years Bryan evolved from a simple software engineer with a spark of entrepreneurial spirit into a confident leader that manages a whole team of people, moving the maintenance industry forward.

When production is expanding, it’s great news for the business. However, this rapid expansion brings many challenges. Properly preparing for each challenge will be important so that production processes run smoothly.

The maintenance department is no exception. As your operation grows, there will always be some difficulties adjusting to the increased maintenance load. This is where maintenance management as a discipline comes in.

Despite its importance for efficient expansion, a HubSpot survey found only 6% of respondents considered their maintenance department well-established.

Maintenance management looks at the steps you can take to prepare and scale your maintenance capacity.

In this Process Street article, we will present to you our 6 top strategies you can implement for efficient maintenance management.

Click on the relevant subheaders below to jump to that section. Alternatively, scroll down to read all we have to say regarding the topic of maintenance management.

Let’s begin!
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Corporate Sustainability: Using System Thinking to Solve a Global Crisis

Corporate Sustainability Using Systems Thinking to Solve a Global Crisis-10

90% of the largest companies are filing sustainability reports, with 80% of mainstream investors considering environmental, social and governance information when making decisions.

Understanding and practicing correct corporate sustainability strategies has never been more important.

In this article, we at Process Street explore what corporate sustainability is, taking a system thinking approach to acknowledge the complexity of the problems.

We then turn our attention to top business owners and employees across the globe, asking the question: How are you managing sustainability in your business day-to-day?

Here you are provided with our top 5 never-before-seen best practices to achieve corporate sustainability.

But before that, we begin this article with Process Street’s 6 leading corporate sustainability templates, which you can access for free.

Click on the relevant subheader below to jump to that section. Alternatively, scroll down to read what we at Process Street have to say regarding corporate sustainability.

Let’s jump straight to it!
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