All posts in Checklists


How to Conduct an Interview: A Full Hiring Process With 11 Premade Interview Processes

how to conduct an interview headerWhen it comes to hiring staff you’ll go through multiple important stages to vet the candidates and make sure you choose the right one.

For many managers, the interview is the most important step.

The interview allows you to ask questions and interact with the other person; verify their claims, test their knowledge, and start to figure out whether you would be happy working with them in future. This allows you to go beyond simply the information on a CV.

As Ray Dalio, founder and CEO of Bridgewater Associates, phrased it:

Weigh values and abilities more heavily than skills in deciding whom to hire.

Knowing about the human sat in front of you is crucial to a successful hire.

In this article, we’re going to give you a selection of Process Street templates which should help the whole process run smoothly:

  • Key tips on how to conduct an interview
  • 5 interview processes with questions
  • How to connect a job application form to Zapier to automate your hiring
  • 5 hiring processes to cover everything else

Continue Reading

6 Checklists to Perfect your New Employee Onboarding Process

onboarding

Click here to learn more about Process Street

Introduction to Employee Onboarding

In 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 our onboarding software Process Street.

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

Employee Onboarding Strategies

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.

Continue Reading

4 Simple Process Creation Methods for Absolute Beginners

4 Simple Process Creation Methods for Absolute Beginners Rev1-01

We send out feedback requests to new blog subscribers so we know what kind of content to write that will be the most useful. Sometimes, the answers surprise us.

In particular, I often get awesome responses that give me insight into how our customers plan and create their processes:

One reader plans out their processes in a spreadsheet because columns make it easy to build the steps out. Another said they analyze a Trello board of tasks and lists to make sense of how a successful project was executed, then writes a process to recreate those steps. And, of course, we have our suggested ways that we have found our customers have the most success with.

In this post, I’m going to go through 4 methods you use can document processes accurately, quickly, and naturally.

  1. The minimum viable process
  2. Turning an archived Trello board into a process
  3. Mapping a process in a spreadsheet
  4. Turning a screencast into a process

Let’s look at each method in detail.

Continue Reading

How Were The Pyramids Built? Inside The World’s First Documented Processes

How were the pyramids builtWe talk a lot about processes here at Process Street and we try to give insight into not only how to make current processes better but also into how processes have evolved over time and why.

We’ve looked at case studies, poor processes, optimized processes, and technical guides to business process management.

But we’re no stranger to going back in time to explore the development of processes and where they came from. In this article, we’re going to follow up on the theme established in our post on surgical processes and look at processes and organizational systems in history.

This is the story of ancient Egypt.

The Great Pyramid is considered one of the wonders of the world. But how did it come to be?

We’ll look at a number of the classic discussions surrounding the construction of the pyramids, but focus on how a society which existed nearly 5000 years ago was able to construct some of the greatest and most iconic monuments known to humankind.

We’ll explore:

  • What was the Great Pyramid and how was it built?
  • Who built the Great Pyramid and what was labor like throughout the period of construction?
  • How were things organized in ancient Egypt?; Or, how to count from one to ten.
  • What do we know about trade in ancient Egypt?
  • Who were the scribes and why were they important?

Ancient Egypt is one of the first civilized societies for which we have an understanding of their perceptions of organization and management.

Spoiler alert: they used checklists!

Let’s dive in!

Continue Reading

The History of Surgical Checklists: How Processes Save Lives

surgical checklists header

We talk a lot about business processes here on Process Street, but today we’re going to do things a little differently. Instead of waxing lyrical about business efficiency, I’m going to show how surgical checklists have evolved over history, and how they continue to save lives today.

From prehistoric humans poking each other with sticks and rocks, to the Ancient Greeks, the discovery of germs and antiseptics, up to modern day medical marvels, surgical procedures make a great case for why documented checklists are vital for continued success.

Not only that, but by looking at how major theoretical and technological breakthroughs have affected surgical checklists, we can better show why documenting and maintaining your processes isn’t as hard as you might think.

Alternatively, if you’re just interested in medical history, stick around for the ride – I’ll be making this interesting for all.

Continue Reading

12 Inspection Checklists to Maximize Safety in the Workplace

inspection checklists header

In industries all across the globe there are countless people whose responsibility it is to preserve the safety of others.

This template pack is geared to make the lives of those people easier.

Our collection of Process Street inspection checklists make sure to cover inspections of all different varieties within a range of industries.

Some of our checklists are geared toward adherence with specific regulations while others are more generally purposed, promoting best practices.

Each checklist is built to be dynamic, interactive, and 100% editable.  All data entered into the checklists is stored in a table format within the template overview section to be reviewed later or exported.

Either select the checklist you wish to use from the list of quicklinks below, or scroll through the whole pack to read a little about each one.

Continue Reading

8 IT Security Processes to Protect and Manage Company Data

IT security templatesAccording to the Computer Crime and Intellectual Property Section (CCIPS) more than 4,000 ransomware attacks have occurred every day since the beginning of 2016.

This represents a 300% increase on 2015.

Cybercrime is on the rise and it will continue. In May 2017 the British National Health Service was in crisis after an attack stole extensive patient data and held the NHS systems hostage.

However, this attack like many others was not just down to elite hackers breaking through technological walls. Like most attacks, the root cause was human error. The NHS had not updated its Windows XP after security patches stopped being released.

There was no process in place to keep the system secure.

That is why we have created this Process Street IT security processes pack to help you monitor and protect your organization’s important data.

Continue Reading

Every Free Estimate Template You Need (The 14 Best Templates)

free estimate template - header

Bidding for jobs can be cutthroat.

Not only do you have to create an accurate estimate of how much everything will cost, but you have to do so as quickly as possible to have the best chance of securing the customer.

You don’t want to waste time filling out forms when you could be working, but any mistakes can severely damage your chances of getting the sale (if the estimate is too high) or even ruin your reputation (if the estimate is too low).

That’s why we here at Process Street have created and gathered these 14 free estimate templates.

Instead of having to create your own job estimate form, all you have to do is look through the templates below and see which one you like best. All serve the purpose of giving your clients a professional job estimate document, but allowing you to just fill in basic details instead of creating each document from the ground up.

Just head for one of the following sections and make your pick:

  • General free estimate templates
  • Microsoft Word job estimate templates
  • Microsoft Excel estimate templates
  • PDF estimate templates

Continue Reading

8 Logistics Management Processes to Perfect Your Supply Chain

logistics management - header

No matter what kind of business you’re in, if you have a supply chain then it’s vital that you have a system of logistics management processes to guide how that chain runs.

Without set, trackable methods for ordering and managing stock, fulfilling customer orders, inspecting your facilities and so on, you’re leaving the success of your business (and the level of waste) up to random human error.

One participant described a customer who used air freight for items that went into long-term inventory. Another recounted how individuals ordered 100 units of a product which they had not even used 30 units of in the previous year. Uncoordinated buying led to different groups in the same facility paying different prices for the same goods and ordering uneconomically small quantities.” – MIT Center for Transportation and LogisticsA Sickly Supply Chain

To stop this kind of inefficiency and needless waste, we here at Process Street have created these 8 free logistics management templates.

Continue Reading

8 Electrical Inspection Checklists to Keep Your Workspaces Safe

Electrical_Inspection_Checklist_headerAccording to the U.S. Bureau of Labor Statistics there were 32,000 dedicated electrical inspectors in the workforce in 2014.

That’s a good number of electrical inspectors and a great deal more electrical inspections!

Yet, much electrical inspection work is still being done with pen and paper, creating mountains of paperwork and making effective sharing of information difficult.

That’s why we’ve created this Process Street electrical inspection checklists process-pack.

We want to make sure the inspectors using our platform can make the most of the software to speed up their processes, record and compile information more easily, automatically generate reports, and ultimately keep making the world a safer space.
Continue Reading

Get a free Process Street account
and take control of your workflows today.

No Credit Card Required