All posts in Checklists


6 Checklists to Perfect Your New Employee Onboarding Process

6 Checklists to Perfect your New Employee Onboarding ProcessIn this post, I’m going to define and explain the benefits of employee onboarding, then give you access to six employee onboarding checklists that you can use on their own or easily import into employee onboarding software like Process Street.

Why checklists? Well, checklists are the most popular way to onboard new employees, and that’s for a good reason.

Checklists help you to follow a process, make sure you don’t neglect anything important and stay compliant. Instead of making you write your own, you can use one of the 6 we’ve prepared for you as a basis, and either take it as it is or modify it for your business.

Reported by Dr. John Sullivan, recruiting advisor and professor of human relations, the statistics show that:

  • 50 percent of new hires are fired or quit during their first six months
  • 40 percent of new CEOs fail in their first 18 months
  • Up to 60 percent of new management employees fail during their first 18 months

To many companies, the recruiting process has become expensive in terms of lost revenue, expensive in terms of the individual’s hiring, and damaging to company morale.

Luckily, a new employee onboarding process flow can prevent such mistakes from occurring. If you’re looking to put your best foot forward in making new hires feel welcome, a new employee onboarding process checklist can do the trick.
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Every To Do List Template You Need (The 11 Best Templates)

to do list template header revised

To do lists shouldn’t take hours to set up, nor should they be complicated. Every second you spend setting up your task list and preparing for the work ahead is time wasted instead of getting out there and eliminating items from your schedule.

You should be able to jot down your tasks, have just enough flexibility to work how you need to, and then get on with it. After all, aren’t to do lists meant to help improve your productivity?

Well, we here at Process Street decided to save you even more time by providing you with your ultimate to do list template list, including printables and interactive schedules.

Let’s jump to it!
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50+ Free & Easy SOP Templates (Sample SOPs to Record Standard Procedures)

easy SOP standard operating procedures example templates

Writing standard operating procedures is a cumbersome task but a serious requirement for businesses the world over.

In many industries it is important to have documentation which shows you have been adhering to ISO guidelines. This can help you clinch major clients and demonstrate your professionalism.

However, when you’re starting out with your first SOPs it can be difficult to know where to begin.

That’s why we’ve pulled together a range of the best free SOP templates for you to work from.

Simply go through the available SOPs below and pick out the one best suited to your needs. We’ve included Microsoft Word templates and Process Street ones too. You’ll also find a guide for writing SOPs to help you get started.

Given that it can be intimidating writing standard operating procedures, we have provided a number of industry-specific examples plus suggestions for how you can pull together basic SOPs even if they’re not documented according to ISO standards.

Read through the following sections to get completely clued up:

Let’s dive in.
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Why You Need an Account Health Scorecard Which Measures Customer Health and Yours! (Free Template)

Why You Need an Account Health Scorecard Which Measures Customer Health and Yours!

Companies with a customer-centric account health scoring system enjoy a 95% increase in customer retention.

To be more customer-centric, you need an account health scorecard that takes a holistic approach to measure your health and your customers’ health. In this Process Street article, we’ll show you how to do that.

We’ve produced your ultimate workflow guide to help you create this account health scorecard. This template is free for you to use from your Process Street account (you can sign up to create your free account here). This workflow guide has been produced based on the Customer-Centric Digital Transformation report by Deloitte.

You’ll also learn the key benefits you’d expect from taking this holistic approach to measuring an account’s health, with two real-life case studies.

This article is structured as follows:

Let’s get started!
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How to Run Remote Meetings That Don’t Suck

How to Run Online Meetings That Don't SuckThis is a guest post written by Andre Pinantoan who is currently the Head of Growth at AI coaching startup, Fingerprint for Success. He was previously Head of Growth at multiple high growth companies such as Canva.

The COVID-19 pandemic has plunged a lot of us into the deep end, and many people have had to adapt to new ways of working. This includes how to effectively run remote meetings on a regular basis that actually have some productive value.

It’s one thing to hold a virtual conference once in a while. But when it’s one of your primary tools for communicating, coordinating, and just generally getting your team on the same page, it can either be the best thing for efficiency or a complete failure.

Truth be told, research shows that meetings already had a bad reputation pre-COVID. A survey conducted in 2018 with more than a thousand workers in the US showed that one in four people felt meetings are a waste of time. Add to that the “online” factor, and conducting useful meetings starts to get way harder for a lot of people.

I personally felt the steep learning curve during the initial months of adapting to our new way of working. As a team leader, I’ve always felt that being physically present and giving my time to members has been a key way of supporting them. So I had to find a way to channel my presence digitally.

Through these challenges, we’ve learned and adapted. As always, it’s crucial to understand what’s not working and try to make things better. Along the way, we even found some surprising benefits of conducting meetings virtually.

In this Process Street article, I will share the difficulties we faced when transitioning to full-time remote communication and how my team managed to overcome them.

Let’s get started! 🚀
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How to Make Your Call Center 5 Star: Quality Assurance 101

How To Make Your Call Center 5 Star: Quality Assurance 101
Call center quality assurance is like going to the dentist: everyone agrees it should be done regularly, no one likes doing it, and it’s probably been put off much longer than it should.

No one’s blaming you – agents hate it, supervisors hate it, even quality assurance auditors hate it. It’s tedious, time-consuming, and repetitive. Add to that the high call center attrition rate and low job satisfaction, and you may be wondering: why even bother?

Well, I’ll tell you. In this post, I’ll cover:

Plus I’ll provide you with 11 free checklists to take the drudgery out of QA audits!

If you came for the templates, grab them here:

If you want to use these checklists, just sign in with your Process Street account and start customizing your templates. If you don’t have an account yet, sign-up here to get started with your free trial!

Otherwise, let’s get to it.
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How to Create and Use Quiz Templates in Process Street With Conditional Logic

quiz-templateYou asked…

We listened.

Let me introduce you to Process Street’s swanky updated feature, conditional logic within tasks.

What does this mean?

Simply put, it means that you can use Process Street to build quiz templates by creating rules within tasks using conditional logic – these rules then generate personalized outcomes.

In other words, you can create tasks within checklists that adapt to meet your personal needs and circumstance.

Conditional logic within tasks can also be used to shorten the length of your overall template.
Say goodbye to scrolling through irrelevant questions that don’t apply to you and claim back the time you once wasted filling out online forms.

To find out more about this feature and to see it in action check out our pre-made free templates and keep reading.

Alternatively, to jump to a specific section of this post, click the appropriate link below.

To get started, here’s a quick list of all the templates in this post:

Read on to learn how conditional logic helps to make your daily workload easier.
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10 Top HIPAA Policies and Procedures Templates to Manage Compliance

hipaa-policies-and-procedures-templates

There’s no way of getting around HIPAA rules.

If you are a healthcare provider that comes into contact with Protected Health Information (PHI), HIPAA compliance is not voluntary. You simply have no option but to comply with HIPAA policies and procedures.

This can feel daunting, especially if you consider the continuous rise in data breaches experienced by the healthcare industry, particularly in the US.

“Figures from the Department of Health and Human Services’ Office for Civil Rights breach portal show a major increase in healthcare data breaches in 2019. Last year, 510 healthcare data breaches of 500 or more records were reported, which represents a 196% increase from 2018.” – Steve Alder, 2019 Healthcare Data Breach Report

It gets worse.

If your organization violates HIPAA regulations, you can face a jaw-dropping fine. Take, for example, the 2014 case in which the New York Presbyterian Hospital accidentally disclosed the records of 6,800 patients, making them available online and fully Google-able.

“The enactment of the Final Omnibus Rule in 2013 doubled the maximum fine for a single violation of HIPAA from $25,000 to $50,000 per compromised patient record. This meant that when the New York-Presbyterian Hospital inadvertently disclosed the unsecured records of 6,800 patients on the Internet, the potential fine for the violation of HIPAA could have been as much as $340 million. Fortunately (for the New York-Presbyterian Hospital) the breach of PHI was settled for $3.3 million.” – Marc LadinThe Importance of HIPAA Compliance: 7 Things You Should Know

Here are some other examples of HIPAA violations:

  • The University of California Los Angeles Health System was fined $865,000 for failing to restrict access to medical records.
  • North Memorial Health Care of Minnesota had to pay $1.55 million in a settlement, for failing to enter into a Business Associate Agreement with a major contractor.
  • The Memorial Healthcare System received a $5,500,000 penalty for insufficient ePHI access controls.
  • The Memorial Hermann Health System had to pay $2.4 million in a settlement for disclosing a patient’s PHI in a press release.

If you think these are one-off cases, you are sorely mistaken.

A report by the Ponemon Institute found that 90% of surveyed healthcare institutions had at least one data breach within the past two years. What’s even more concerning is the continuous rise in the costs incurred by healthcare organizations facing a breach.

The researchers found for the ninth consecutive year, the healthcare sector is still the hardest hit financially by data breaches.

“Over the past five years, the average cost of a data breach has increased by 12%. The global average cost of a data breach has increased to $3.92 million. The average breach size is 25,575 records and the cost per breached record is now $150; up from $148 last year. Data breach costs are the highest in the United States, where the average cost of a data breach is $8.19 million – or $242 per record. The average cost of a healthcare data breach in the United States is $15 million.” Steve Alder2019 Cost of A Data Breach Study Reveals Increase in U.S. Healthcare Data Breach Costs

All things considered, I think it’s clear why HIPAA compliance is so essential for not only protecting sensitive patient information, but also for minimizing the risk of a data breach that could result in a huge fine, not to mention lasting damage to the organization’s reputation.

Process Street’s HIPAA policies and procedures templates

Not to worry though. With the correct processes in place, you can maintain compliance without having to deal with any unwelcome surprises. It’s also not expensive to set up an effective solution.

The costs involved in implementing a secure messaging solution, conducting risk assessments and training employees to use the solution are much less than commonly believed. – Marc LadinThe Importance of HIPAA Compliance: 7 Things You Should Know

This Process Street template pack provides ten checklists that have been designed for the sole purpose of helping your institution maintain compliance with HIPAA policies and procedures.

By integrating these checklists into your HIPAA management efforts, you will increase accountability, transparency, and provide your team with the tools they need to execute important workflows.

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How to Start an Online Boutique With 9 Free Process Checklists

how-to-start-an-online-boutiqueWhen was the last time you actively went shopping? More to the point, when was the last time you bought something without checking it out online first?

Exactly.

Welcome to the retail apocalypse.

Or, in less dramatic terms, the demise of brick-and-mortar shops as the world shifts to buying online.

Where opportunities lie, entrepreneurs will pounce. That’s why at least part of ecommerce’s success can be attributed to people quickly learning how to start an online boutique, grocery delivery service, and so on.

Let’s take a look at some figures.

Evidently, it is true. The retail apocalypse is upon us. Fortunately, we at Process Street are here to provide you with the tools to build your doomsday bunker. We have created 9 superpowered checklists that will ensure that you are equipped and ready to ride the wave of retail Armageddon.

If you’re just here for a checklist to use when learning how to start an online boutique, check out our free Business Plan checklist below!

Feel free to jump to a specific section of this post by clicking on the relevant subheader below. Or, just keep on scrolling.

Alternatively, if you are already clued up on online boutiques and are ready to get stuck in, sign in to Process Street and start creating within Process Street.

(Sign up for a free trial here, if you’re not yet a Process Street user)

The links below will direct you to the section of this post that contains your desired checklist:

Now, it’s time to start building your doomsday bunker.

Let’s get started!
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How to Solve Your Problems With Lean Six Sigma (Free DMAIC Checklist)

lean six sigma

Elisabeth Swan is the co-author of “The Problem-Solver’s Toolkit” and co-host of “The Just-in-Time Cafe Podcast.” She’s been a process improvement consultant, speaker, and innovator for over 30 years. She’s the Chief Learning Experience Officer for GoLeanSixSigma.com, a former cast member of ImprovBoston, and – if asked – may still be able to ride a unicycle.

Surgeon Atul Gawande made headlines when he told the world that a simple checklist could drastically reduce unnecessary deaths in The Checklist Manifesto.

Yet, checklists conjure images of forklift drivers on loading docks with clipboards counting boxes. How could they transform healthcare?

He has… produced a 90-second checklist which reduced deaths and complications by more than one-third in eight hospitals around the world – at virtually no cost and for almost any operation.” – James Clarke, reviewing The Checklist Manifesto, Ulster Med J. 2011 Jan; 80(1): 54.

Aviation was transformed decades earlier when management and engineers at Boeing Corporation created the pre-flight checklist after the 1935 crash of the prototype Boeing B-17 at Wright Field in Dayton, Ohio. Checklists have become so essential to the airline industry that most crashes can be traced to the misuse or failure to complete a checklist.

A New York Times reviewer noted, “no matter how expert you may be, well-designed checklists can improve outcomes”. Since the purpose of process improvement is improving outcomes, Lean Six Sigma and checklists are natural companions.

To prove that, this Process Street blog post will show the relationship between checklists and lean six sigma, and provide you with a free DMAIC Improvement Project Tollgate Checklist that you can use right now.

Use the links below to jump to that section of the post:

Or, if you just want the checklist, check it out below!

Let’s get started.

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