All posts in Checklists


What is Fleet Management? The Beginner’s Guide (Free Templates!)

fleet management beginners guide

Fleet management is so much more than simply owning and operating vehicles. It’s a complex interplay of many different factors and optimizations – much like the concept of business process management.

In recent years, more and more tools for fleet management optimization are emerging. Fleet management is changing.

Projected growth of the fleet management industry to about $30 billion by 2022 is largely driven by advances in technology – and the rate at which fleet management companies adopt this emerging technology will largely impact the rate of this projected growth.

And it seems fleet management companies are aware of this.

The National Conference of State Fleet Administrators (NCSFA) recommended in a 2018 survey of 44 state and university fleet participants that fleet management companies begin implementing “robust fleet management policies and procedures” as well as “accelerating the implementation of technology to measure the efficiency and effectiveness of fleet management practices”.

That same survey showed that 38% of repairs and 39% of preventative maintenance work were insourced, on top of the in-house work that is done as part of routine fleet management. Just another incentive to tighten up your processes and streamline all of that manual work with a good, solid process.

In this article, we’ll be looking at how you can use Process Street to implement robust fleet management policies and procedures. I’ll cover:

Let’s start by making sure we’re all on the same page; what exactly is fleet management?
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Google Docs Checklist vs Process Street Checklist: The Future is Now, Which Tool Wins?

Google Docs Checklist

In July 2018, the number of active Google Drive users surged into the billions.

This means the number of users had increased by 200 million within just one year.

One reason for Google Drive’s success is its extensive usability. You can send emails, create spreadsheets, arrange meetings, update your calendar, create slideshows, and produce text documents.

It is with this function, produce text documents that we begin this Process Street article comparing a Google Docs checklist with a Process Street checklist.

You see, like Process Street, Google has recognized the benefits checklists bring at both a business and a personal level. Google has made it possible to create checklists with its text document function.

Our questions driving this article are:

  • Why would you want to create a Google Docs checklist?
  • How would you go about creating a Google Docs checklists?
  • Is a Google Docs checklist right for you and your business?

If you are new to checklists, Google Docs, and Process Street, then this is the article for you.

You can click on any of the below subheaders to jump to the relevant section.

Shall we get started?

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How an Employee Task List Helps Crush Duties & Deadlines

Employee Task List

Duties. Deliverables. Deadlines.

No matter if an employee is working as part of a tiny startup based in the CEO’s basement, or a multinational company with offices across the globe, there are important tasks that each and every employee needs to knock out the park.

But how can companies ensure their employees can complete tasks effectively? And that employees aren’t creating a backlog of work for themselves, which could decrease overall productivity by up to 68%?

Answer: An employee task list.

At least, that’s what countless top, thriving companies have told us after we asked them about their task list and checklist habits.

In this post – which is the next part in Process Street‘s series investigating how, why, and in what ways successful businesses use lists for their workflows – I’ll deep dive into the nitty-gritty of employee task lists. Plus, you’ll get the exclusive opportunity to discover the never-seen-before findings from our in-depth research. 🚀

Just read through the following sections:

However, before delving into our findings, I’ll first define exactly what an employee task list is.

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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 Make Your Own Aptitude Test with Process Street (6 Free Templates)

How to make your own aptitude test with process street

Career aptitude tests are powerful tools for both employers and employees alike. They can be used to gain insight into personal tendencies and make informed responses to career and hiring decisions.

Tests like these can differ in:

  • Purpose (i.e. for career placement, selection, counseling, or training)
  • What they measure (i.e. what they are designed to measure, be it personality type, skills, work approaches, values, or vocational interests)
  • What they predict (i.e. performance, quality of work, management potential, career success and satisfaction, your next job)
  • Format (online, paper form, in-person)
  • Standardization and rigor (how subjective or objective are the test results?)

Some tests are highly structured, with definitive quantifiable outcomes; others are more flexible, and designed to be personally interpreted.

This article will look at six different types of aptitude test, broadly defined, and run through the process of how you can build your own aptitude tests using Process Street.

We’ll cover:

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14 Job Description Templates to Help You Write a Killer Job Description Today

14 JOb Description Templates to Help your Writer a Killer Job Description Today

$4,129 is the estimated cost of a new hire, making that empty chair an expensive one to fill.

You want to get your hiring process right. You want to hire the ideal candidate. But where do you start?

At Process Street, we say you start your recruitment process by writing a solid job description.

This is no easy task, you have around 14 seconds to convince applicants that your job is the perfect job for them.

Get your job description right, and you can draw in the most qualified, skilled and well-fitting applicants.

This is why Process Street has created these 14 easy and free to use job description templates, for you to obtain the best applicants for your advertised role. Our 14 job description templates are listed below:

Before we jump into these templates, let’s take a moment to consider what a job description template is, and why they are needed.

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17 Email Marketing Templates For An Effective Email Marketing Strategy

Email Marketing Templates

$35 billion in sales is generated annually using email.

For each ~$1 spent on a given email campaign, the Return On Investment equaled ~$38 in 2017.

At Process Street, we know email is a popular, practical and powerful way to connect with people. When done right…

This is why Process Street has created 17 Email Marketing Templates, so you can get your email marketing processes right.

Use our email marketing templates to obtain clarityconsistency and save time within your marketing campaign.

By using our templates you can:

  • Test and improve each campaign performing A/B testing.
  • Work in synergy with the rest of your team using our role assignment feature.
  • Ensure task order and task prioritization using our stop task feature.
  • Make sure tasks are completed within a given deadline using our dynamic due date feature.
  • Monitor and manage the progress of any given email marketing process.

These templates are free and easy to use. Scroll down to grab them straight away using the quick links provided.

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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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5 Checklists to Help Life Coaches Transform Their Clients

life-coaches

Sometimes we all need a helping hand, whether it be choosing a meal at a restaurant or figuring out how to achieve our career ambitions.

When it comes to life itself, well, most of us are never really sure if we are on the right track, especially in today’s world where opportunities are endless and everything is moving at breakneck speed.

It can all feel rather overwhelming.

An increasingly popular method of addressing the general hardships of life is to work with a life coach – somebody tasked with helping you identify your goals and developing an actionable plan to achieve them.

In short, life coaches are there to help you address the big issues and challenges that life presents, so you can move forward with your head held high.

On the other hand, by taking on the role of a life coach, you must possess the qualifications, skill, and expertise to effectively encourage your clients to clarify their ambitions and provide them with the tools they need to pursue them.

We’ve gone ahead and created 5 checklists designed to empower life coaches and their clients so that both parties get the most out of the coaching process.

3 of the checklists are modeled after processes created by a handful of world-renowned life coaches – Brian Tracy, Lisa A. Romano, and Tony Robbins. The remaining two are more general checklists that can be used in almost any context.

If you want to dive in and go straight to the checklists, there are quick links right below. Otherwise, scroll down for a brief intro to each one.

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5 Buildium Checklists for Superior Management of Core Rental Processes

buildium-checklists

This is our third template pack composed of checklists that are designed to be worked through in conjunction with a specific property management tool.

We did a pack for Appfolio, Propertyware, and now here are 5 checklist templates for property managers out there who use Buildium to help them run their business.

Buildium is a powerful tool that addresses all aspects of property management.

The platform has built a stellar reputation largely due to its ability to facilitate the tenant-rental owner relationship by offering customizable rental applications, tenant screening, lease tracking, automated rent collection, and other handy features including a full general ledger for accounting.

It’s truly an end-to-end solution for property management firms of all sizes.

The software is entirely cloud-based, so requires no additional hardware or software installations and can be accessed from anywhere.

The platform is currently used by over 12,000 property managers and 175,000 property owners; numbers that will surely continue to rise as they gain popularity and look to bring in more enterprise-level customers.

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