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.
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:
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.
This 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.
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?
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!
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.
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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.
“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 Ladin, The 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 Alder, 2019 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.
When 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?
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.
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!
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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.
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.