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How to Automate Approvals: 20+ Free Approval Process Templates

Approvals are everywhere. If you’ve worked on any project involving any kind of deliverables, chances are you’re all-too-familiar with the approval process (or rejection process, depending).

Documents, prototypes, reports, mock-ups, wireframes, storyboards, and even more internally-facing elements like simple holiday leave requests. All of these represent different kinds of approval process, and approvals are an integral workflow element.

Approvals can also represent a major bottleneck.

Consider how you are currently approving work in your business. Perhaps you have a vague process involving emails, and if you’re particularly attentive you might be tracking it in a spreadsheet.

These methods are slow and prone to delays. You have no way of tracking anything reliably, you are more likely to miss approval windows, and information has to be sent manually between individuals.

What’s more, it’s quite difficult to improve this process without the proper system in place. You need to make sure you’ve got the right tools to optimize your approval process.

Process Street‘s approvals feature is the solution to this problem.

We created the approvals feature to make the process of approving work as fast and easy as possible.

With approvals, you can:

  • Get notified as soon as work is ready for approval
  • Approve (or reject) work with zero friction using a clear, streamlined interface
  • Approve on-the-go, from your phone’s email inbox
  • Synergize with many other Process Street features to optimize process efficiency
  • Save time and stay on top of your workflow

In this post, I have a trove of templates to showcase the approvals feature. All of the templates in this article are custom-built to make your life easier.

They also take advantage of Process Street‘s other powerful features like rich form fields, conditional logic, dynamic due dates, and role assignments.

So, read on for:

Read on to learn how to hit the ground running with the approvals feature.

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Employee Checklists: How Successful Organizations Use Them

Employee Checklists

Trump. Pineapples on pizza. Checklists.

What the public is divided on is incredibly varied.

To boot, how the public uses checklists varies even more. For instance, at Process Street, we use checklists for pretty much everything – not only because we’re a virtual team, but also because, well, we know they’re darn useful.

But we also know some organizations don’t use checklists to such a degree – they’re limiting themselves to only 2-3 checklists per team. Or, they’re using business software that wasn’t intended for checklists to create, manage, and house their checklists. ( )

We thought this was all very interesting.

That’s why we’ve done some qualitative research regarding how organizations around the globe are using checklists – specifically, employee checklists.

Dear reader, we’re bringing you some top-secret, never-seen-before material on how organizations really use employee checklists. In the below sections, you’ll find insightful comments from our participant pool:

Now, let’s get into it.

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How to Create A+ Content with a Content Development Process

Content Development

Content marketing. Content strategy. Content… development?

There are so many content-related words buzzing around the world wide web.

Confused?

I don’t blame you.

However, any marketer or content creator worth their salt will know that content development is not a process to skimp out on.

That’s why, in this article, I’ll be discussing – and all in plain terms – what content development is and why it’s important. Plus, I’ll provide you with a content development process that’ll ensure you’ll research, create, edit, and promote stellar content audiences will want to engage with. Every. Single. Time.

Simply read through the following sections to get the complete low-down on content development:

Ready to become content with your content?

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The Process Street Blog: Our Greatest Business Blog Posts (Ever!)

business blog

For over half a decade now, the team at Process Street has been creating stellar content so that businesses around the world can become the best they can be.

In terms of numbers, that’s nearly 1,000 on-site business blog posts we’ve published!

Considering this vast swathe of content, there may be a few times where, if you’re a veteran reader, you’ve missed posts that would’ve been high-value resources for your business.

Similarly, if you’re a new visitor (welcome, by the way! ) you may not be sure where to get started.

That’s why we’ve created this roundup post of our greatest business blog posts. To boot, the posts have been categorized into separate sections so you can find relevant content quickly:

Now, let’s learn a thing or two.

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Risk Mitigation: What It Is and How to Implement It (Free Templates)

Risk-Mitigation-What-it-is-and-How-to-Implement

Only 23% of surveyed CEOs believe that they have comprehensive information about the risks of their business.

Can you confidently state that you belong in that 23%?

Even if you are not a CEO, as an employee, are you sure you know all the risks within your workplace?

If not, then keep reading.

In this article, you will learn about risk and how to manage it, specifically via risk mitigation. You are also provided with a thorough list of Process Street resources and templates. These are designed for you to gain a good understanding of business risk, risk management and risk mitigation.

This article is structured as below:

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How to Create a Killer Pitch Deck (With 3 Proven Examples)

pitch deck

When your average pitch is worth $5,800 per second you can’t afford to get things wrong.

You have an average of 3 minutes and 44 seconds to convince potential investors that your business potential is worth their money.

Oh, and that you know what on Earth you’re doing.

That’s a lot of pressure for any business owner. So, we here at Process Street have taken our own experience pitching to 2,500+ investors, venture capitalists, and business owners to give you the ideal formula for creating a winning pitch deck.

We’ll be covering:

Let’s get started!

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What is an SLA? How to Use Service-Level Agreements for Success

sla service level agreementServices, services, services.

We seem to be in a world of managed services.

Everyone’s outsourcing nowadays. And when they’re not outsourcing, they’re insourcing in an outsourced way.

It’s all very confusing.

That’s why we’ve decided to break down the core document which tends to regulate and organize this kind of service provision: the humble service-level agreement (SLA).

Service-level agreements, amongst other things, bolster trust in and between organizations – making it clear what needs to be done, to what standard, and when.

Trust is a hugely important thing in business. Accenture’s Competitive Agility Index found:

following a drop in trust, a company’s index score drops 2 points on average, negatively impacting revenue growth by 6% and EBITDA by 10% on average.

One of the main ways to keep trust alive in your business is to know what is expected of people and to hold them to it. Enforce reliability.

SLAs are one mechanism to help you in that battle.

In this Process Street article we’ll answer the following questions:

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Boost Site Traffic with a 4-Step Content Marketing Framework

Content marketing framework

This is a guest post by Ronita Mohan. Ronita is a content marketer at Venngage, the online infographic and design platform. Ronita is interested in a variety of topics related to digital marketing, visual content, and online engagement, which she enjoys researching and writing about.

Content marketing has certainly become popular.

In fact, it’s become a lynchpin for marketing strategies.

Businesses of all sizes are employing content marketers left, right, and center to ensure that content is created and distributed on a regular schedule.

The purpose of content marketing may have started as a way for businesses to communicate with their audiences, but it has taken on another angle altogether. Content marketing is now seen as a primary driver of SEO and organic web traffic, and content needs to be tailored accordingly.

Unsurprisingly, content marketers are spending huge amounts of time developing blog post ideas that will gain them traction, incite visitors to their websites, and tempt users to use the businesses’ products or services. But without a solid content strategy, the content itself could be insubstantial and ineffective.

That’s why in this informative post I’ll be discussing content marketing in detail, and presenting you with an easy-to-understand, four-step content marketing framework you can follow straight away. Just read the following sections:

Ready to dive in?

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Virtual Team: How to Excel at Remote Working (Free Templates)

virtual team

It’s 8 am. Your alarm buzzes.

You roll out of bed, perform your morning ablutions, and then sit down at your desk, ready to take Monday by the horns. Which you do, because you’re working from home, and not some crummy, cramped office which is full of distracting coworkers.

Ahh. Bliss.

It’s 8 am. Your alarm buzzes.

You realize you were dreaming.

This rose-tinted view of remote work – and being part of a virtual team – was exactly that: A dream.

Although working remotely can be wondrous, it isn’t always easy.

As members of virtual teams (like myself) will tell you, there are countless challenges and hurdles teams must tackle – from maintaining a healthy work-life balance to establishing a culture of asynchronous communication – before a virtual team can reap the rewards of increased employee productivity, lowered business costs (Cisco saved over $270 million a year!), and improved employee happiness.

Luckily for you, this blog post contains everything you need to help your virtual team not only excel but become excellent.

Read through the sections below to get a proper handle on all-things virtual teams:

Now, it’s time to wake up, smell the coffee, and learn exactly how to instill and sustain a masterful, virtual team!

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Secrets of the Cabal: Half-Life’s Organizational Management & Other Agile Tales

organizational management at valve corporation cabal process

From humble beginnings as a simple clone of the then-popular first-person shooter Quake, Half-Life would eventually become the first installment of one of the most successful video game series of all time.

Today, Valve Inc. is one of the most renowned, innovative, and successful game development companies worldwide, boasting one of the largest video game digital distribution service platforms on the planet, a range of pioneering virtual reality hardware and an impressive roster of instantly recognizable and widely-loved game titles.

Specifically, the development of the original Half-Life makes for an interesting case-study, and represents a model of innovative agile organizational management.

Half-Life is remembered as one of the best games of all time, and the intense environment in which it was created – where the Cabal process was born – is testament to that legacy.

Companies like Valve, Zappos, Semco, and even Google have come up with different models to enable the potential of their workers. These methods give power to the employees to pursue their own entrepreneurial pet projects.

Tesla’s innovation is equal part production process as it is the product; you need only look to the hulking Gigafactories to find evidence of this.

Similarly, Facebook’s success is not just in the service it offers users, but also how it was designed to scale to billions of users.

The process of organizational management is always an important factor in the outcome of these hugely successful products.

In this post I’ll be looking at democratic methods of organizational management, with a particular focus on Valve’s Cabal process. I’ll also mention a couple of other interesting examples of holocratic organizational management, and talk about our own internal structure at Process Street.

Here’s a quick breakdown of each section, if you want to jump ahead:

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