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.

“History tells us that “how” you sell is just as important as “what” you sell.” – Wes Bush, The Definitive Guide On Product-Led Growth.

Slack’s revenue has grown 52 x since its launch in 2014: The channel-based messaging platform reported that revenue went from $12 million in 2014 to $630 million in 2020.

Their secret? …. Product-led growth.

Product-led growth (PLG), otherwise known as the “try before you buy” approach has helped companies like Dropbox, Netflix, Hubspot, and of course Slack go from Startup to scale up in record time.

But, the product-led growth approach isn’t just about trying before buying. There’s more to it than that. In fact, to truly be product-led you’ll need to choose between a free trial or freemium model; determine if you’ll be targeting the makers or the shakers of an organization; decide which sea you wish to sail when following the Blue Ocean Strategy; and, choose whether your strategy wants to focus on the bottom-up or the top-down.

Feeling confused? Don’t worry, this post will help clear things up. I’ll go over what product-led growth actually is and help you decide if the approach is right for you. I’ll also take a look at Slack and Hubspot, the poster children of the PLG approach to show what it looks like in practice.

To jump to a specific section click on the appropriate link below.

• Product-led growth in a nutshell
• Product-led growth as a go-to-market strategy
• Is the product-led growth approach for you?
• Key metrics for measuring product-led growth
• Product-led growth in practice: Slack
• Product-led growth in practice: Hubspot
• Product-led growth: Key takeaways

Let’s get sailing…

Employee psychology is important.

Why?

Long story short: When employees are engaged, they’re more productive (and so is your organization). 

An engaged workforce is the best foundation for a successful company but little attention is given to what drives that engagement. That’s possibly why 85% of employees aren’t engaged in the workplace. 

A greater understanding of employee psychology will help you hack employee behavior and get your workforce more engaged. 

• What is employee psychology? 
• Self-Determination Theory: Why employee autonomy improves motivation  
• How fostering developmental relationships impacts engagement
• Why employees need meaningful work 
• Why is psychological safety important in the workplace?  
• Letting employees do what they do best 

To excel at customer success, you need to understand your customer health score. According to a study by Gartner, 88% of Account Managers (CSMs) think they can grow by delivering a great service, which is reflected in your customer health score measures.

A customer health score is a metric used to determine whether customers are healthy or at-risk of dropping off. Customers with high health scores are high-value, repeat customers – this comes hand-in-hand with business growth.

In this Process Street article, we give you 7 vital indicators you need for determining customer health. We then explain how you can use these indicators to calculate customer health score values, before looking at examples of customer health scoring in practice.

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

• Our secret source: 7 indicators for calculating customer success
• Calculating your customer health score
• Customer health scoring in practice
• Moving from a startup to big business and how this alters customer health score measures

Let’s start scoring!

Guest post by Revv’s Seema, originally a Product Expert at Revv, whose document automation and eSignature technology was later acquired by LegalZoom. She believes in the power of words and storytelling, and she writes here from her own experience explaining the difference between closely related business terms.

A business plan is the company-wide roadmap for how a business will operate, grow, and fund its goals. A business proposal is a tailored offer designed to win a specific client, project, or opportunity. You may use both, but they serve different readers and decisions.

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Joseph Juran, the Architect of Quality, paved the way for the active pursuit of quality in Business with the Juran Trilogy.

The Juran Trilogy redefined quality management; reducing chronic defects and the costs associated below a 20% industry expectation.

The Juran Trilogy has been shown to give benefits across multiple parameters, increasing productivity, reducing cycle-times, improving human safety, and reducing product failure rates – with a 80% reduction in some cases.

For us as Process Street, the Juran Trilogy is one of our favorite tools for improving business operations. It’s a straightforward methodology that brings results.

Learn how to apply the Juran Trilogy for your business, and improve the quality of operations. Click on the relevant subheader below to jump to your section of choice, alternatively scroll down to read all we have to say:

• What is the Juran Trilogy?
• Using the Juran Trilogy for quality control: Quality planning, control and improvement
• Implementing the Juran Trilogy using Process Street
• Juran Trilogy examples: Quality improvement in the real world

Let’s get started!

Want to make more money from your clients, without making them pay more?

Well, with Process Street‘s partner program you can do just that – for every customer you refer who sets up a paid account, you’ll get a cut for no extra effort. Hell, there’s a reason we’re one of the top business process management software apps on the market.

To get you started, this section of our consultant’s guide to Process Street will go through:

• How to generate passive income by referring Process Street
• How the partner program works
• How much you’ll earn from referred sales
• How to earn money from referring people without your unique link
• Setting up your affiliate account
• Generating your referral link
• How payments work
• Monetizing Process Street outside of referrals

If you have reservations about recommending us to clients that’s not a problem – just check out any reviews of Process Street to get a little assurance before earning passive income with referrals.

Let’s get to maximizing your profits without needing extra effort or money from you or your clients.
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I lost $45,000 because I didn’t have a statement of work in place.

What makes it worse (or perhaps better?!) is that it wasn’t even my money.

It was my previous employer’s.

I was managing a website build for a big client and was under huge pressure to meet a tight deadline. So, as many do, I decided to start the project before the client signed the Statement of Work (SoW).

This was a big, expensive, mistake to make.

It cost an additional $45,000 to re-work parts of the build that the client had verbally approved, but hadn’t legally signed off.

Ouch.

(Despite what you might think, this isn’t the reason I don’t work there anymore!)

According to research, 37% of projects fail due to a lack of defined and approved project goals and objectives, which come with a Statement of Work (SoW). This causes around 80% of organizations to spend at least half their time on expensive rework.

“Not using a Statement of Work – SOW during the project initiation is a major cause of project failure” – 4PM, Statement of Work – SOW

But what is a Statement of Work (SoW) and how do you create one?

All will be revealed in this Process Street post, as we go through:

• What a Statement of Work (SoW) is
• Why bother with a Statement of Work (SoW)
• How to create a Statement of Work (SoW)

If you’re in a hurry, grab this free Statement of Work Process Template now, and catch up with the rest of the post when you can:

Click here to access the Statement of Work (SoW) Process Template!

Otherwise, keep reading and we’ll go through this template, in a little more detail, later.

Let’s get into it!

We’re kicking off Season 2 of our Employee Onboarding Podcast with resident new hire onboarding experience experts Ashley Chain & Erin Rice discussing thought leadership in employee onboarding.

In this episode, Process Street’s Erin Rice (People Operations Coordinator) and Ashley Chain (Director of People & Operations) discuss the key components of what makes an awesome onboarding experience, as well as details and insights of Process Street’s own internal onboarding process.

Listen now (or read on) for intel on topics like:

• How to align company and departmental onboarding.
• Creating processes to wow new hires.
• Empowering new hires with actionable training material.
• What are the intangible aspects of new hire onboarding?
• How do you create a truly magical onboarding experience?

You can listen on Apple, Spotify, Google, Podchaser, Podcast Addict, Deezer, & all your favorite podcast platforms!

An employee feedback loop can be a great tool if you’re trying to improve the quality of your products or boost the satisfaction of your employees.

There are numerous benefits to gathering and utilizing feedback but there are also several key things to remember that will help you make your feedback loops as effective as possible.

We will look at the different types of feedback loops, how they can positively impact businesses, and the best practices for making them work the first time, every time.