SOP Management Software: Best Choice for Your Agile SOPs?

Vinay Patankar June 10, 2020

Business Processes, Checklists, Process Street, Software

sop management software

People are the most important asset in a company; processes need people to execute them, and the outcome of these processes is often a function of how well the instructions have been put together.

If the outcome is less than ideal, then don’t just blame your employees: check your processes.

Standard operating procedures (SOPs) are there for your employees to follow so that the job gets done properly. SOP software is all about figuring out how to innovate and improve efficiency in your internal processes.

This Process Street article will help you understand the benefits of SOP management software and give you some actionable SOP templates to get started. We’ll be looking at:

Let’s start with a simple introduction to what SOP management software actually means.
Continue Reading

WFH Transition: How Your Team Can Pivot & Work From Home Like Pros (Free Templates)

Thom James Carter May 27, 2020

Business Processes, Checklists, Management, Processes, Remote Teams

WFH transition

Unequipped. Unprepared. Uncertain.

34% of people believe their organization isn’t properly prepared for employees to be working from home.

Speaking of which, has your organization recently – and rather hastily – transitioned from office working to working from home?

If the answer is “Yes“, no sweat. Process Street has you covered.

This post will guide you through the basics of working from home (WFH), the positives of it, the potential problems you could run into, on top of offering you our (free!) checklist templates that’ll ensure a safe and smooth WFH transition.

Read through the following sections to get completely clued up:

Or, if all you want is the checklists, get them here:

Let’s dive into all things WFH, ASAP. ‍
Continue Reading

PDCA: How to Eliminate Error in Your Processes and Products

Ben Mulholland May 6, 2020

Business Processes, Processes, Quality Control

pdca

Product defects can range from benign to deadly. The Ford Pinto, for example, caused up to 180 deaths and many more disfigurements before being recalled due to fuel tank safety defects.

Ford’s resulting loss of reputation (especially because they had known about the issue and failed to take action) and money in lawsuits is something nobody wants to deal with. Errors and defects thus should be identified and dealt with as soon as possible.

That’s why this article from us here at Process Street will take a look at PDCA – the continuous improvement cycle dedicated to doing just that.

We’ll cover:

Enough talk, let’s dive right in!
Continue Reading

How to Build a Remote Agency That Runs Like a Machine

Jane Courtnell April 23, 2020

Automation, Business, Business Processes

how_to_build_processes_for_your_remote_agency_that_runs_like_a_machine

This is a guest post written by Alexis Humphrey. Agency owner turned business coach, Alexis Humphrey is on a mission to help freelancers and agency owners maximize their potential by showing them how they can earn more and work less so they can create a life they love. Connect with her on Linkedin or join her private Facebook group.

Steve Jobs built his empire around one clear principle – simplicity is the ultimate sophistication.

In his own words:

“Simple can be harder than complex: you have to work hard to get your thinking clean to make it simple. But it’s worth it in the end because once you get there, you can move mountains.” – Steve Jobs, Apple’s Steve Jobs

And Warren Buffet agrees…

What does Buffet look for when he invests in a business?

The answer: Something that is simple and reproducible, like Coca Cola, McDonalds or Gillette. These businesses work like machines – the production process is repeatable, and the output is always the same.

In this Process Street article, you will learn how to fine-tune your service-based business into simple and reproducible processes, building a remote agency machine.

This transformation requires consistency and the consistency of processes. With Process Street, this consistency becomes easily attainable. Learn how to set up Process Street processes and establish a solid ground to build your remote agency machine. A remote agency that works on automation, documented processes and requires very little of your time. A remote agency that brings in money, whilst you lay back sipping pina colada’s on a Brazilian beach.

Sound appealing?

Of course it does.

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

Let’s get started!
Continue Reading

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

Amanda Greenwood April 15, 2020

Business Processes, Checklists, 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…

How to Handle Workflow Approval (Without the Hassle)

Ben Mulholland April 10, 2020

Business Processes, Processes, Project Management

workflow approval

Workflow approvals are a bottleneck of the worst kind.

Projects get delayed waiting for approval, and those reviewing the work spend more time searching for the piece than they do reviewing it.

“Professionals take 18 minutes on average to locate a document manually––20% to 40% of their time––and spend 50% of their time searching for information.” – Ashish Deshpande, 50+ Key Statistics to Help You Automate Smarter in 2020 and Beyond

That’s where we here at Process Street come in.

We know how important it is to have an effective method for organizing your workflow approvals. Heck, everything our content team does goes through at least two rounds of review before it goes live.

Check out task five in the following free process template for a snapshot of how we handle workflow approvals with Process Street!

That’s why today we’ll be covering:

Let’s dive right in.
Continue Reading

Simple SOP Format Guide: How to Write Standard Operating Procedures

Vinay Patankar April 6, 2020

Business Processes, Document Management, Processes

sop format

One of the most important things you can offer your customers and employees is consistency.

Your customers need consistency in your products and services, your employees need consistency to help them do their job efficiently, and your company needs consistency in order to continuously improve your policies and procedures.

The best way to make sure that you have consistency within your company is by implementing standard operating procedures (SOPs).

Most companies already have SOPs that their employees follow, but they’re either rarely updated, or they’re never even properly documented to begin with.

This is often because writing, reviewing, and regularly updating your SOPs can typically take a lot of time, especially when starting from scratch.

But thankfully, there are ways to make your job a lot easier.

That’s why in this Process Street article, we’ll go over the general guidelines for the SOP format and other ways you can streamline your processes to help you get started building your SOPs.

We’ll be covering:

If you’re simply looking for a SOP format to get started with, then look no further!
Continue Reading

How to Incorporate Security Best Practices Into Your Workflow

Vinay Patankar April 2, 2020

Business Processes, Security

security best practices

This is a guest post by Sam Bocetta, a retired engineer and current freelance journalist who specializes in writing about cyber defense, data privacy, and online security.

Cybersecurity is a process, not an event.

Though there are some tools and systems that you can put in place to dramatically improve the security of your workflow, in reality the best way to protect yourself against hackers is to stay constantly vigilant for emerging threats.

For this reason, rigorous cybersecurity practices should be built into your general workflow. They should be an integral part of building a knowledge management system, and integrated into everyday business practices.

One of the most powerful ways of doing this, and one that will also ensure that you don’t miss anything important, is to use checklists to codify daily, weekly, and monthly security tasks.

This system should also clearly indicate responsibility for each task, and specify mitigation steps should any issues be found.

In this article, we’ll cover:

Before specifying the tasks that should be part of your security workflow, let’s look at why having a regular security checklist is so important.
Continue Reading

How Asking ‘Why?’ 5 Times Can Potentially Save Your Business (Free 5 Whys Template)

Thom James Carter March 16, 2020

Business Processes, Checklists, Processes

5 Whys Template

Business-related problems not only crop up constantly, but they can also have massively negative impacts if not resolved promptly.

In fact, problems related to cash flow are why 82% of small businesses fail.

The good news is there’s a nifty way to get to the bottom of roadblocks quickly: 5 Whys.

According to Sakichi Toyoda, the founder of Toyota Industries and inventor of 5 Whys, asking ‘why?’ 5 times can help you get to the root cause of the issue or problem you’re facing.

In this post, you’re going to learn more about the 5 Whys process, why it’s so beneficial, and you’ll even get your hands on a 5 Whys template, courtesy of Process Street.

Read through these sections to get the complete lowdown:

So, why are you waiting around?

It’s time to become a pro at finding out why problems occur!

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

Thom James Carter February 11, 2020

Business, Business Processes, Checklists

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!