All posts in Checklists

13 Web Design Process Templates to Make Every Design Amazing

Header image: Make Every Design Amazing

Web design is more than how something looks. A good site has to communicate clearly, load correctly, guide the visitor, collect feedback, and survive the handoff from designer to client.

These free Process Street web design process templates give you repeatable checklists for the work behind that outcome: animation, social media images, usability testing, client onboarding, UX, brand identity, headers, logos, and launch QA.

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12 Free Proposal Templates: The Only Way to Win Business

Black-and-white business development lead presenting a proposal binder for proposal templates.

Proposal templates work best when they help you move fast without skipping the details a buyer, funder, or reviewer needs to see.

This guide gives you 12 free proposal templates, plus practical advice for adapting each one to the client, project, grant, sponsorship, or bid you want to win.

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11 Important Design Processes and Checklists (UX, Web Design, Branding, Etc.)

Header image: Important Design Processes and Checklists

Design processes and checklists turn subjective creative work into a repeatable system. They help teams capture requirements, review work, collect feedback, and ship designs without relying on memory or one person’s taste.

That matters because design is still business work. A strong design process connects user research, brand standards, approvals, and delivery so the final asset is not just attractive, but useful, consistent, and ready to perform.

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How to Conduct a Safety Inspection (With Over 40 Free Checklists)

Safety Inspection

All businesses need a safety inspection.

And the humble safety inspector is one of the forgotten heroes of our modern age.

I know, I know, you get it all the time. People must be buying you drinks non-stop.

In the UK, for instance, there has been an 84% decrease in the number of fatal injuries by employees at work.

In 1974, Britain saw almost 700 people die at work. Now only around 100 die each year at work. That’s about 600 fewer deaths.

Map that back to 1974 and account for a fairly consistent downward trend and we can determine that about 13,500 people didn’t die thanks to improved workplace safety. And that’s just the UK!

safety inspection fatal injuries to employees
Source

Those lives are on you, safety inspectors.

To show our appreciation, we’re providing a whole bunch of safety inspection checklists – from the ones you expect to the ones you don’t.

In this Process Street article, we’re gonna cover:

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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.

Use them on their own or import into Process Street, so you can track and automate the work in Slack or Microsoft Teams (see how you can use Process Street as an employee onboarding software).

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

For too many companies, the recruiting process has become expensive causing lost revenue 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 checklist can do the trick.
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Use this Interactive Project Proposal Template (and Ditch Microsoft Word)

Project Proposal Template

Do you need a project proposal template?

If so, we’re happy to help!

When getting a project approved, you need to submit all pertinent information to stakeholders and then get their approval to start. This means listing the project’s background, timeframes and expenses in an easily digestible document.

Traditionally, this has been done in Microsoft Word or on paper, but by using Process Street you can generate as many proposals as you like just by running a checklist of this template and filling in the form fields. When the stakeholders sign off on the document, all they need to do is click the checkbox next to their name, and Process Street will log the activity.

Check out the project proposal template below, and when you’re done, scroll down for a breakdown of the steps and how it all works:

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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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4 Simple Process Creation Methods for Absolute Beginners

Process creation methods

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 four methods you can use to 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.

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

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:

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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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