All posts in Checklists


16 COVID-19 Procedures for Hospitals (According to Clinical Experience from FAHZU)

🚨If you’re on the front lines fighting COVID-19 and want to use these processes to help your facility, please contact us and we will set you up with a free account*🚨
covid-19 procedures headerIn the wake of challenges at the scale of the novel coronavirus COVID-19 it is vital that we share as much knowledge as possible to help each other prepare for the problems we face and fight them effectively when they arrive.

This article will compile the procedures outlined in the Handbook of COVID-19 Prevention and Treatment (2020) produced by The First Affiliated Hospital, Zhejiang University School of Medicine (FAHZU).

FAHZU had significant success in tackling the spread of coronavirus within its hospital while seeing successful outcomes and has – in association with the Jack Ma Foundation, AliHealth, Alibaba Cloud, and other partners – released the above handbook to guide hospitals and medical centers around the world, and inform them of effective best practices to fight the coming challenge.

The handbook contains many materials including policies, charts, and imaging examples. In this Process Street article, however, we’ll focus on the process-aligned elements of the guide.

Some of the items we have extracted from the handbook function as linear procedures to guide action, others as processes to guide the setup or auditing of systems.

Each process template will be embedded below with a description. The article will be structured as follows:

Process Street COVID-19 procedure templates quicklinks

The quicklinks to each template are here:

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Review Management: How to Win Business and Influence Customers

Review Management

Everyone who works here is a jerk. It smells terribly bad and the manager is an a**hole.” – Vanessa, TrustPilot

As a business owner, how would you respond to this review? Fight back and tell the customer they’re wrong? Ignore it and hope it goes away? Or apologize profusely and kill them with kindness?

In a world where 70% of consumers look at multiple review sites and read a whopping 10 reviews before choosing a local business, review management needs to be a crucial part of your business success plan.

But with 63% of businesses not checking or responding to their online reviews, we at Process Street, have written this post to help you understand the impact and importance of managing your online reviews.

This post will tell you everything you need to know about review management, including the following topics:

We will also give you access to 14 super-charged templates that will actively help you manage your online reviews. If you’re in a hurry, feel free to jump straight into them:

If you’re curious about what these templates look like, check out this embedded Social Listening Strategy Process Checklist here, or scroll down to find them all embedded.

But if you’ve got time, grab yourself a cuppa and let’s get started!

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

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! 🔍

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Plan for Success With 11 Free Human Resource Planning Checklists

Human Resource Planning

The term planning is imbecilic; everything can change tomorrow

That was a quote made by a French manager, straight after the 1973 oil crisis.

He’s kind of right of course. Everything can, quite easily, change tomorrow. We’re living in a world where we see changes every day. Ground-breaking technology, product innovations, medical breakthroughs, economic globalization. Things change. I can’t argue with that.

But does that mean “planning is imbecilic” though?

Can planning be inflexible and slow to respond to change? Yes. Can it be reliant on poor, over-optimistic forecasting? Probably. Can it lead to bad business decisions? Definitely.

Planning can be ineffective and damaging if it’s done badly.

Good planning, on the other hand, can minimize the uncertainty brought on by change. It can reduce risk, promote reflection and encourage innovation. It forces rational, logical thinking and it helps inform good business decisions.

Don’t believe me?

Take the 1911 race to the South Pole. The race was between two explorers Roald Amundsen and Robert Falcon Scott. They each had a similar amount of experience and were the same age. Both faced 1,400 miles of gale-force winds, blizzards, and minus temperatures on their expeditions.

Amundsen meticulously planned his trip for several years. Scott didn’t.

Guess which expedition tragically failed?

Amundsen was already sailing back to Norway when Scott’s team finally gave up hope.

Failing to plan is planning to fail” – Benjamin Franklin

So, now we’ve established that planning is sensible, and not ‘imbecilic’, let’s find out why human resource planning is one of the most valuable processes a company can follow.

To do this, I will cover the following:

Without further ado, let’s get stuck in!

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

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!

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9 Checklists to Help Hospitals Deliver and Optimize Superb Patient Experiences

hospital-checklists

Checklists are becoming an increasingly important focus area for hospitals and other institutions in the medical field when it comes to treating patients more effectively, providing a safe and secure environment for recovery, and improving the overall patient experience.

Why?

Because numerous studies have proven that they work, and in an industry where human error can literally cause the death of a patient, it is absolutely critical for medical professionals to execute processes properly, in a timely fashion, and without missing a single step.

While you may initially think that hospital checklists would be a hindrance in a profession that requires fast, effective action, this is simply not the case if checklists are integrated and used properly.

There is no published data to date indicating that checklists may have contributed to adverse events, such as imposing a burden on the primary care providers, delays in treatment because of lengthy checklists, or errors of omission. Rather, they are largely considered important tools to condense large quantities of knowledge in a concise fashion, reduce the frequency of errors of omission, create reliable and reproducible evaluations and improve quality standards and use of best practices. – International Journal for Quality in Health Care

If you have been a long-time user of Process Street, you may well be aware of our admiration for the work of Atul Gawande, MD, author of The Checklist Manifesto published in 2009.

This book is what really kickstarted the adoption of checklists in healthcare, most notably, the World Health Organization (WHO) surgical safety checklist which WHO developed in conjunction with Dr. Gawande, supported by the compelling insight he provided in his book.

In the Keystone Initiative’s first eighteen months, the hospitals saved an estimated $175,000,000 in costs and more than 1,500 lives. The successes have been sustained for almost four years—all because of a stupid little checklist.Atul Gawande, The Checklist

The checklist is currently supported by hundreds of organizations around the world.

If you are interested in reading more about Dr. Gawande and his book, I have provided links to a number of resources at the end of the article.

Among 8 other free checklists we are about to present, we have adapted the WHO surgical safety checklist to fit the format of our software, so you can keep a digital footprint and ensure each and every surgery has been performed as it should be.

The other 8 checklists cover a range of important healthcare processes including cleaning a patient room, conducting a safety inspection, ensuring compliance with HIPAA regulations, and more.

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Writing Checklists: Tips & Tricks From 15 Thriving Businesses

writing checklists

In 1836, Edward Bulwer-Lytton came up with the adage “the pen is mightier than the sword“.

Bulwer-Lytton was referring to good writing and effective communication being the most powerful tool of all. So powerful that it could win wars.

In business’ modern-day war against tough deadlines, seemingly never-ending workloads, and stiff business competition, Bulwer-Lytton’s adage still rings true.

Particularly when it comes to penning checklists.

Here at Process Street, we’d go far as to say that checklists are something of a secret weapon hidden in plain sight. They maximize productivity, minimize stress and anxiety, and can keep perilous human error at bay.

But the rewards can only be reaped if checklists are well-written.

Not sure how to write checklists properly? Confused whether you’re penning checklists the right way or not?

I’ve got you covered in the following sections where you’ll learn what checklists are used for, why they’re so useful, on top of being given tips and tricks for writing checklists from 15 thriving companies:

Now, it’s time to march onwards! 🥁

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How to Do VRIO Properly (With Our Free VRIO Analysis Checklist!)

VRIO Analysis

Cutthroat. Ruthless. Dog-eat-dog.

No, I’m not introducing this year’s hottest action movie – I’m talking about the world of business.

Nowadays, it’s quicker and easier than ever to get a business up and running. Hell, with the emergence of low code and no-code platforms, it’s not just quick and easy but downright simple.

But only 3 out of 4 companies featured in the S&P 500 list will still be relevant – and even exist – in 2027.

With this stark realization, how do startup hopefuls and the Fortune 500 alike know if they’ve got the resources and capabilities to not only stay in the game for the long-haul, but have an overall competitive advantage?

VRIO.

I last discussed VRIO in my post What is VRIO? The 4-Step Framework for Continuous Business Success, where I laid the foundation for understanding what VRIO is, where it came from, and how to navigate the framework.

However, in this post, I’ll be taking things one step further.

I’ll recap what VRIO is (handy for those who don’t already know!), discuss the specific benefits of VRIO analysis, and even provide you with a free VRIO analysis checklist – made by us here at Process Street!

Just read through the following sections to get started:

The clock’s ticking, so let’s jump in! ⏱

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Every New Hire Checklist You’ll Ever Need (48 Employee Onboarding Processes!)

Every-New-Hire-Checklist-Youll-Ever-Need-47-Employee-Onboarding-Processes

I am very happy tonight to be a member of this company and to feel that I have had and will continue to have, the support of such an able organization“. IBM, Quintessential Quotes

Isn’t this something you would want to hear your team say?

IBM has a refined hiring process. Employees are the best fit, fully trained and engaged within their role. By getting recruitment processes and employee onboarding processes right, IBM is happy and IBM’s employees are happy.

Like IBM, we at Process Street believe it is critical to get your hiring process right. This is why we give you every new hire checklist you will ever need, to perfect your recruitment and employee onboarding processes.

Given that 46% of newly-hired employees fail within the first 18 months, there is no doubt that a polished hiring process is what you need, to hire, train and keep your best team.

In this article, we have split the hiring process into two steps, for ease and simplicity:

  1. Step one: Recruitment
  2. Step two: Employee onboarding

Our new hire checklists are specifically adapted to cover recruitment and employee onboarding processes.

With our new hire checklists, your team will be singing your praises.

Shall we get started?

Click on the link below to jump to the relevant sections. Or for a full overview of our new hire checklists, scroll down.

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How to Use Checklists in the Workplace for Maximum Success

checklists in the workplace

At Process Street, we’re all about checklists. We use them for absolutely everything.

I have a checklist for my daily tasks, a checklist for writing this blog post, and even a checklist for planning our monthly sprint!

Basically, no task is too big nor too small for a checklist.

But it got us thinking – what are the best ways to use checklists to get maximum value from them?

My personal view is that they’re most useful for highly regular recurring tasks, like a sales call or dealing with an IT support ticket.

My reasoning here is that following the checklist gives you incremental benefits, so the more you follow it the more you benefit. Moreover, the more you follow a business process, the more you understand it’s faults and failings, allowing you to make improvements. Therefore, using a checklist to follow a business process for a task which you do multiple times a day will give you the highest efficiency savings and output increases.

This is compounded if you use a tool like Process Street due to its automation potential; you can automate data entry for data gathered during the task, you can trigger another action in another app, or you can automate the approval process for a completed task.

So I think I have a pretty strong case for why the most common actions benefit most from checklists, but that doesn’t necessarily tell us how they can work best for you.

In this article, you’ll look at a few different ways of employing checklists and get great insight and input from across the industry, as part of Process Street’s original research.

Let’s get started.

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