All posts in Checklists


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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7 Small Business Accounting Templates To Secure Business Success

small business accounting

Accounting processes and workflows are at the core of any business. Sadly, 82% of businesses fail due to bad or negative cash flow.

It doesn’t have to be this way.

At Process Street we recognize the pivotal role small business accounting has for survival, profitability, and growth. We have therefore utilized our checklist approach to organize key accounting processes into a series of dynamic, efficient, and clear process templates.

All of these are free to use, ready to go, and can be edited to your needs, so there’s no reason to leave the failure of your business’ accounting up to chance.

This post will provide you with the following templates:

This template pack can be used in conjunction with our other accounting processes template pack.

Let’s dive right in and organize your small business accounting.
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Offboarding: How to Make the Most of Letting Employees Go

Offboarding
Offboarding a team member is never easy.

Relationships aside, the logistics of making sure that the ex-employee isn’t a security risk, their old tasks are accounted for and covered, and that there will be someone to take their place (with the appropriate training) is a tall order to meet.

That’s why this post will show you everything you need to know about offboarding an employee, including:

  • Why offboarding is important
  • How to effectively (and safely) offboard an employee
  • How to make opportunities out of them leaving

I’ll even throw in some free templates you can follow to make sure that your offboarding goes right every time.

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5 Propertyware Checklists for Keeping Rental Processes Running Smoothly

propertyware-checklists

We recently released 5 checklist templates designed specifically to help Appfolio users manage a handful of core property management workflows more effectively.

The following templates are a continuation of our effort to support property managers who are already using a software tool to manage their processes.

This time we’ve customized the templates for Propertyware users, and in the following weeks, we will release another set of templates designed for property managers who use Buildium.

Propertyware, a subsidiary of RealPage, is a cloud-based, end-to-end property management platform that helps you manage the entire renter life-cycle, from online payment processing to customer portals and work order management tools.

Based in San Francisco, California, Propertyware is one of the oldest full-service property management platforms out there, and has built a loyal customer base of over 2,000 companies.

If you are one of those companies, we hope you will find these checklists useful and integrate them to improve productivity and overall business performance.

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8 Hotel Management Processes to Deliver a ⭐5 Star⭐ Experience

Hotel Management6.33 billion dollars is the value of 2018’s leading hotel brand worldwide. Let’s take a moment to visualize that. If you stacked one billion, one dollar bills, your money tower would expand approximately 644 meters into the sky.

To confirm then, 6.33 billion dollars is a lot of money.

Here at Process Street, we have asked ‘why’? Why is this leading hotel brand so successful?

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SWOT Analysis Template: What, How, & Why? (Free Template)

swot analysis

SWOT: Whether or not the acronym conjures images of riot gear and armored vehicles for you, we are of course talking about a business methodology for evaluating the internal and external factors governing the performance of your business.

SWOT stands for Strengths, Weaknesses, Opportunities, Threats. A SWOT analysis is a way of evaluating a part of (or even a whole) business, based on the criteria of each of the words in the acronym.

If you just want to dive right in and skip the details, here’s the template, as promised:

When you actually run it, conditional logic will show only the tasks relevant to you, to save you a whole lot of manual work and messing around in the long run.

If you’re interested in learning how to use the template, plus some best practice SWOT principles, real-world use cases and some post-SWOT advice, read on.

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