All posts in Business Processes


How to Write a Proposal and Get What You Want (Free Templates)

how to write a proposal

A proposal has a lot of different purposes, but there’s only one good way to write one: the way that pulls together all of the information in a concise and persuasive way and helps you get what you want … whether that’s a whole new software system, or just a tweak to your marketing strategy.

This Process Street article isn’t about a business proposal — also known as a quote — but instead about the document required when formally pitching an idea for action and execution by managers or department heads.

To explain how to write a proposal document and get what you want, we’ll go through the following:

Let’s get started.

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Gemba Walk: How to Strive Forward by Taking a Step Back

Gemba Walk

You’ve heard of the moonwalk. But have you heard of the Gemba Walk?

From a business standpoint, the Gemba Walk is infinitely more useful (though the moonwalk is pretty cool).

Specifically, the Gemba Walk allows businesses to continuously improve how they do things by remedying their processes, procedures, and workflows for recurring tasks. The continual process improvements that Gemba Walking brings helps businesses exponentially – 1 in 4 improvements save time, and 1 in 10 improvements save money.

And this is all achieved by simply stepping back, rather than blindly pushing forward.

Want to know more?

I thought so.

In this post, I’ll tell you what Gemba Walk means, the origins of it, its benefits, and how Process Street can help both remote and physical businesses do the Gemba Walk.

Just read through the following sections to get clued up:

Now, let’s sprint through the rest of the post! 🏃‍♂️

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Digital Procurement: How to Cut Costs Without Losing Profitability

Procurement

Imagine for a second that you own a global, fast-food chicken restaurant chain.

You know, one that sells Portuguese, peri-peri style chicken. The kind of place that sells lunchtime meals at dinnertime prices. You know the type I mean?

Now think. What’s the worst thing that could happen to your fast-food chicken restaurant chain?

A bout of food poisoning would be pretty bad, or a new KFC opening up right next door would be pretty demoralizing.

But what about running out of chicken? As an internationally recognized chicken restaurant, that would be pretty devastating. Right?

Well, that’s exactly what happened to Nando’s over the New Year holiday period.

We’ll come back to the Nando’s story later, but for now, let’s tuck into this Process Street post on procurement…

In one ‘fowl’ swoop, we will cover the following procurement topics:

Egg-cited to start? Let’s go!

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

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. 👩‍💻
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9 Free Templates for a Successful Change Management Plan

9 Free Templates for a Successful Change Management Plan

Flicking through articles on my tablet, I came across a study conducted by McKinsey and Company, creating an aha moment when thinking about the term business change.

The study looked at 2000 executives from 900 companies across multiple industries. More than half of respondents stated that, in five years, their change efforts failed to meet business goals and sustained results over time.

We at Process Street wanted to know why?

Trying to navigate business change without a formal process is like plonking an elephant into a china shop…

It can get messy.

What you need is a change management plan, to bring structure and control to the change process. If you ignore change – whether that be external to your business, internal, expected, or unexpected – or fail to respond appropriately, then there can be shattering negative consequences.

With our 9 free change management plan templates, you can effectively guide your business through change. These templates are just what you need to succeed in an ever-changing business landscape.

Scroll down to find out what a change management plan is and why it is needed, before moving onto our top 9 free change management plan templates. Alternatively, you can use the links below to jump to your section of choice.

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8 ITIL Processes for First-Class IT Service Management

itil-processes

Data-driven.

This short statement could be used to accurately summarize the way big business wants to function in today’s world.

Its all about data; gathering it, processing it, analyzing it, and then leveraging insights to continuously improve business operations and customer experiences.

And yet, despite its importance, many companies are failing to do it very well.

Information Technology Infrastructure Library (ITIL) is a framework that enables organizations (mostly enterprises and government agencies) to efficiently perform this process of leveraging data.

Of course, this is a very simple, reductionist way of putting it. The framework is incredibly complicated and how exactly it delivers such a powerful service is not easily understood.

Here is a more comprehensive definition:

“ITIL, or Information Technology Infrastructure Library, is a well-known set of IT best practices designed to assist businesses in aligning their IT services with customer and business needs. Services include IT related assets, accessibility, and resources that deliver value and benefits to customers. ITIL framework objectives include the delivery of valuable service offerings, as well as meeting customer needs, and achieving business goals of a given organization. Despite the individuality of each organization, ITIL provides guidelines for achieving these objectives and measuring success with KPIs.” – Jarod Greene, The Essential Guide to ITIL Framework and Processes

Thankfully, this vast framework can be simplified and broken down into 5 core stages, illustrated in the graphic below.

itil-framework

These categories make up the ITIL Service Lifecycle, which we here at Process Street have written an extensive post about:

I highly recommend reading this article if you would like to learn more about what exactly the ITIL service lifecycle is, how each stage relates to one another, and for valuable information on how you can apply ITIL to your business.

The article you are reading could be considered a follow up to the post linked above, as it provides you with 8 free ITIL processes in the form of practical checklists that you can integrate into your business right away.

Each of the 5 stages contains a certain number of standardized processes and functions. Processes make up the majority and are the focus of this post.

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PDCA: How to Eliminate Error in Your Processes and Products

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!
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FSSC 22000: How to Ensure You Have a Robust Food Safety Management System

FSSC 22000

Bread. Beer. Bacon. *Homer Simpson voice* Mmm, bacon…

No matter what tasty food product your business is creating (or helping to create), a robust food safety management system is essential.

Why?

Because without one, you could be exposing your food to risks and hazards that are both life-threatening for your consumers (420,000 people die each year due to contaminated foods), and business-destroying for you. Plus, by not having a food safety management system in place, you’ll lose pivotal trade opportunities with others in the food industry.

To ensure you have a food safety management system in place – and that it’s up to scratch – there’s FSSC 22000.

In this post, you’ll discover what FSSC 22000 actually is, why it’s so important, how a GFSI recognized certification will benefit you, and how Process Street can help with it all.

Make your way through the following sections to get clued up:

Now, it’s time to taco about FSSC 22000 and food safety! 🌮

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12 Free Proposal Templates: The Only Way to Win Business

Proposal templates

How many proposals do you submit, on average, per month?

Five? Ten? Fifteen? …More?

And out of those, how many do you win?

Zero?… One?… Maybe two if you’re lucky?

The U.S. Department of Transportation’s TIGER grant program accepted less than 10% of eligible grant applications” – CDN2, Four Types of Grant Funding

Hearing “No” after “No” after “No” is devastating, disheartening and downright depressing.

Where are you going wrong? How can you improve? What in God’s name do you need to do to get a YES?!

If you’re looking for ways to create a blinding proposal that will flatten your competitors, dazzle your prospective buyers, and result in a long-awaited YES from a panel of reviewers, you’ve come to the right place.

All you need is ten minutes and the following 12 free proposal templates:

If you don’t have ten minutes, feel free to dive straight into these winning proposal templates:

Or, if you’re curious, take a sneaky peek at the website proposal template to give you a taste of what’s to come!

These are the topics we will cover in this post:

Ok, let’s go!

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How to Build a Remote Agency That Runs Like a Machine

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!
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