All posts in Business Processes

How To Write Follow Up Emails: Templates, Processes, and Guides

In 2018, we saw more than 3.8 billion email users worldwide. 3.8 billion and increasing. That is almost half the worlds population on email.

From this statistic, Process Street gives to you both good news and bad news. The good news is that you have a fantastic method to communicate with your customers.

The bad news?

Business and consumer emails sent and received per day will exceed 293 billion in 2019, which is forecast to grow to over 347 billion in 2023.

Email after email multiplied into the billions loses your line of communication to the spam folder.

How do you make sure your emails are noticed and stand out from this crowd? The answer, by sending follow up emails.

In this Process Street article, we will look at the basics of follow up emails. We provide email templates to help you get started and processes for follow up email campaigns.

We will help you stand out.

In this article you’ll find:

  • Who needs a follow up email?
  • How to write a follow up email.
  • Why do you need to write follow up emails?
  • Five follow up email templates.
  • How to write an email campaign.
  • How you can use Process Street to help your email campaign.

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ISO 19011:2018 Basics (8 Free Management System Audit Checklists)

internal audit

What exactly is an “audit“?

The International Organization for Standardization defines it as:

“[the] systematic, independent and documented process for obtaining objective evidence and evaluating it objectively to determine the extent to which the audit criteria are fulfilled.” – ISO, from ISO 19011:2018 – Guidelines for Auditing Management Systems

That’s another way of saying someone takes a look at what you’re doing, gathers some evidence, and compares that evidence to what you’re supposed to be doing (in other words, a set of clearly documented requirements).

In the case of ISO, these requirements are known as standards. ISO 9001 is a standard. ISO 14001 is a standard.

Importantly, this understanding of audit implies that there are a few main things being considered by the auditor:

  • What’s documented by the company (e.g. internal processes, policies, and SOPs)
  • Evidence gathered to support how these policies, procedures, and SOPs are implemented in practice
  • The requirements defined by the ISO standard being audited against (e.g. ISO 9001)

Audits performed by companies to assess and analyze their own management systems are known as internal audits. Many resources for guiding companies on how to perform internal audits exist, and foremost of these is the ISO 19011 standard.

For most management system standards, internal audits are an important requirement. Even guideline standards like ISO 26000 for social responsibility depend on reports to evidence the success of their implementations.

As such, ISO 19011 defines a set of guidelines; a framework for companies to plan, implement, and improve upon their audit programs, for auditing the implementation of management systems.

Since the first edition of ISO 19011 was published in 2002, many new management system standards have been published.

These standards often share a common structure, including certain requirements, terms, and definitions being used. That means ISO 19011 can be used to devise highly economic audit programs, wherein knowledge and processes can be shared and applied across various management systems.

By considering how they might take a broader approach to management system auditing and integration, companies implementing ISO management systems stand to save time, money, and confusion when preparing for and implementing internal audits.

The goal of this post is to provide a spring-board for understanding ISO 19011, and how to get started with internal ISO auditing. In this post, I’ll cover:

  • What is ISO 19011
  • 7 principles of ISO auditing
  • Different types of ISO audit
  • Key elements of an ISO audit
  • 8 free ISO audit templates

If you just want the free ISO audit templates, then here they are:

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ISO 13485: Basics and How to Get Started (QMS for Medical Devices)

iso 13485 checklist

In today’s business world, owners are constantly grappling with concerns and surmounting obstacles, the least of which is actually staying afloat financially in what can be an unforgiving economy.

However, the struggle to turn a profit pales in comparison to some of the harsher consequences of failing to comply with certain regulatory requirements.

Take HRIS broker Zenefits for example. Failure to comply with several licencing regulations issued by the California Department of Insurance landed them a $7million fine.

That’s just the tip of the iceberg; more severe penalties extend to include government bodies compelling you to dissolve your company, and ultimately the endangerment of the lives and well-being of individuals your organization is servicing.

“On a global scale, we are all being asked to do more with less—and for less. At some point soon, the current internal systems will not be able to hold back the deluge, and companies will be faced with a stark decision—consistently improve or perish” – Erik Myhrberg and Joseph Raciti, Practical Field Guide for ISO 13485

Often, these kinds of requirements take the form of the ISO 13485 standard for medical device manufacturers.

In this article, I’ll break down the ISO 13485 standard, from a basic introduction to suggestions and resources for implementing it in your business or organization.

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My 5 Favorite Hacks from the Duct Tape Marketing System

Historical article: The original course trial link is no longer available. The marketing lessons below are retained without that offer.

tape edges (3)

In my last post for Process Street (and the first after being hired as a full-time content writer!) I took a look at the Duct Tape Marketing System and published the Duct Tape Marketing System review previously, but today I’m bringing you the top five hacks from this innovative course by small business expert John Jantsch. These are points John made that resonated with me as a unique take on something that seems obsolete or a new angle on something too well-established to be changed.

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I Took My First Marketing Course – Here Are My Thoughts on the Duct Tape Marketing System

Historical review: The original course trial and Process Street bonus links are no longer available. This review is retained for historical reference, not current offers or pricing.

Duct Tape Marketing System Review

Note: This is a review of the Duct Tape Marketing System course and coaching program. If you are interested in a review of the book, check out the Amazon reviews here.

Why I’m writing this review

Recently I was hired by Vinay as the new content creator for Process Street. With a history of ghost-writing product descriptions and other mundane copy I was excited to get underway with something more personal and varied. Unlike in the past, this job needs me to research topics I don’t know much about. I hadn’t heard of more than two big marketing blogs and was lost for words when asked my opinions about them.

It’s scary having to talk about business and marketing when you’re a music technology graduate, but my first checklist was, coincidentally, relevant to my skills! Intentionally or not, my next project involved writing about a marketing course that is applicable to plenty of different people, teaching the basic theory of what seems to be a science of holding attention spans that have shrunk down massively since the introduction of all this easy-to-read content on the internet. Writing this review (and another upcoming post) gave me my first freedom to write as myself and expanded my marketing knowledge hugely.

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5 Major Business Process Automation Benefits You Should Know About

business process automation benefits

The following is a guest post by Billy Lucas. Billy is a passionate blogger sharing business tips on behalf of EngageBay. He writes primarily on SEO, email marketing, CRM, marketing automation and covers the entire gamut of marketing.

Every business wants to get the most out of its resources. Apart from making more profit, companies constantly strive towards reducing overall operational costs.

Technology has helped us in solving some of the most difficult problems where human power is just not enough, and for every big problem that is solved using technology, a number of other small problems are also solved.

Surviving in today’s competitive world requires businesses to efficiently utilize available resources and take appropriate strategic decisions. In order to prevent wastage of resources, many organizations are turning towards process automation solutions.

Business process automation has emerged as a way to carry out a number of tasks without the need for any manual input. IT departments in companies extensively use automation to efficiently provision technology resources, cut operational costs and optimize overall utilization.

The benefits of IT process automation are limitless. If you run a business or are thinking of setting one up, you should definitely consider incorporating process automation.

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How to Assign Tasks Dynamically: Role Assignments in Process Street

Role Assignments

Assigning team members to their tasks is a duty which is as vital as it is tedious.

Everyone pretty much knows what they should be doing, so there’s no need to directly assign them to everything when you could be spending time on more important tasks, right?

Wrong.

Human error (of which memory plays a huge part) affects 1/100 routine tasks where care is needed. This means that the people responsible either makes a mistake or forgets what they need to do (hence why documented processes are so important).

That’s why we here at Process Street have a role assignment feature in our checklists.

Role assignments let you dictate who each task in your process checklists needs to be assigned to without fail every time. All you need to do is set up the role which will have the task assigned, then Process Street does the rest.

Ready to assign your tasks without fail, fuss or tedious fiddling? Then let’s dive right in.

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Offboarding: How to Make the Most of Letting Employees Go

Offboarding
Offboarding a team member is never easy.

Relationships aside, the logistics of making sure that the ex-employee isn’t a security risk, their old tasks are accounted for and covered, and that there will be someone to take their place (with the appropriate training) is a tall order to meet.

That’s why this post will show you everything you need to know about offboarding an employee, including:

  • Why offboarding is important
  • How to effectively (and safely) offboard an employee
  • How to make opportunities out of them leaving

I’ll even throw in some free templates you can follow to make sure that your offboarding goes right every time.

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What is Quality Management? The Definitive QMS Guide (Free ISO 9001 Template)

Deepwater Horizon – arguably one of the most catastrophic industrial disasters of human history, and the estimated largest marine oil spill in the history of the petroleum industry.

It also happens to be one of the most abysmal failures of quality management by any company, period.

On an otherwise unsuspecting evening of April, 2010, approximately 50 miles off the coast of Louisiana in the Gulf of Mexico, the first in a chain of quality management related failures became glaringly apparent as the emergency response protocols were enforced after an oil leak in the drilling well was discovered.

The oversights were as follows:

  • Lack of proper quality assessment resulted in weak, potentially contaminated cement or “drilling mud” used in the initial failsafe failing to properly block the leak.
  • Fluid pressure tests were not properly carried out and clear warnings were ignored.
  • Rising oil and gas levels were not properly monitored.
  • The final failsafe on the ocean floor, designed to close the leaking pipe shut, failed to close due to the conditions of the drill pipe.

The aftermath of this chain of negligence left 11 people dead, caused over 130 million gallons of oil to leak into the Atlantic Ocean, and cost over $62 billion in damages.

Not one point of failure, but four. Clearly not an anomaly, this disaster was the result of a series of systematic failures that uncover a dark truth about the reality of cost-cutting and disregard for quality control.

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Value Stream Mapping: How to Eliminate Waste in Your Processes

value stream mapping

It’s no secret that documenting and analyzing your business processes is vital to creating a healthy business.

Yet, despite the benefits of bpm software and business process mapping being readily talked about, value stream mapping doesn’t get the same share of attention.

This is a mistake.

Value stream mapping is just as, if not more, important to reducing waste and increasing your business’ efficiency than standard process mapping.

That’s why I’ll be showing you how to make a value stream map from start to finish, with no wasted time and no needlessly confusing terms.

Let’s go.

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