All posts in Checklists


Sales Processes: 20 Checklists to Increase Sales in Your Business and Perfect Your Sales Process

9 checklists sales processes

For sales professionals today, only 34% of their time is spent selling.

This begs the question, what are they doing for the remaining 66% of the time?

Sales teams struggling to keep up with data entry, quote generation, and other tasks drag sales reps away from potential leads. As such, 54% are expected to miss their quotas every year.

What you need are optimized sales processes that outline the best sale practices drawing from up-to-date research and findings.

This is where Process Street comes to save the day.

In this article, you’ll find 20 structured sales processes based on industry best practices which you can access for free. Simply click Edit Checklist to add any process to your Process Street account, so you can start supercharging your sales process today!

For a quick taster, check out our MEDDIC Sales Process Checklist Template below:

Click here to get our MEDDIC Sales Process Checklist Template!

You can click on the relevant link below to jump to your template of choice.

Click on the subheader below to jump to the relevant section, alternatively scroll down to find out all we have to say and perfect your sales processes.

With that said, let’s get started!
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The Best Checklist App Ever Created? 9 Tools to Try Today

checklist app

Finding the best checklist app isn’t easy. I’ve written about my pains with productivity before, and I’m not the only one who has trouble sorting themselves out — you probably don’t know which productivity solution is best for you, either.

Part of the problem is that there are so many different apps for slightly different purposes, it’s hard to know which to choose…

Which is why, for this post, I’ve gone in search of the best checklist app ever created, and found some pretty under-the-radar stuff as well as apps most people already know!

Read through these sections to get completely clued-up:

Let’s get started.

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11 Essential Design Processes & Checklists (UX, Web Design, Branding…)

7 Design Processes Checklists

Design is one of those tricky areas of business which some people seem innately good at and others are terrible.

But effective design is crucial to business success.

Here are two key statistics from Adobe which demonstrate how vital design is for your business:

  • Design-driven companies have outperformed the S&P Index by 219% over 10 years
  • Companies that foster creativity enjoy 1.5x greater market share

In the modern digital arena, customers and users expect excellent design and usability more than ever. Poorly designed websites will put customers off or fail to convert those customers who see past the poor layout. Design thinking is business thinking.

For instance, think of any marketing campaign you’ve run. The choice of the images, the font, the location of your call to action are all defined by thinking in terms of design.

For this reason, in this Process Street article, we give you free access to our top 11 design processes and checklists. Simply click on the links below and be directed to your template of choice.

Even websites which appear on the surface to be poorly designed, like Craigslist or Reddit, work because the user experience they provide is one that resonates with the user. A solid design creates more than just conversions, it can create brand loyalty too – keeping your customers coming back for more.

Click on the subheader below to navigate to the relevant section in this article. Alternatively, scroll down for a thorough overview of our top 11 design checklists.

Let’s jump to it!
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The All-You-Need Checklist Bundle for Homeowners Association Management (8 Free HOA Checklists)

homeowners-association-management

Homeowner associations (HOAs), also commonly referred to as community associations or residents associations, are on the rise in the US.

A 2019 study found that nearly 60% of recently built single-family houses, and 80% of houses in new subdivisions, are part of an HOA.

If we were to break that down by region, HOAs govern about 33% of homes in the Northeast, about 50% of homes in the Midwest, and at least 75% of homes in the West and the South.

All in all, there are now almost 310,000 HOA-governed communities in the United States, which is a staggering 260% growth since their inception in the 1970s.

Needless to say, it’s likely that you will encounter an HOA property while house-hunting, and if you are on the other side (an HOA community member) it’s important that you and the other members manage the association well to keep the community happy and attract new residents who could easily choose an alternative.

This post aims to provide you with the tools you need to manage an HOA that stands out and establish a community that not only feels confident in the leadership team, but also provides the space for members to contribute in a way that benefits the collective.

We will be covering:

Here is a preview of the free homeowner’s association management checklists that we’re offering in this post:

Let’s get started!
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4 Virtual Conference Process Templates to Cut Costs & Increase Sales

virtual-conference

I shouldn’t be here.

I should be sitting in a field, sipping a lukewarm cider, waiting for Aerosmith to come on stage and blow me away.

I should’ve been at the Glastonbury music festival; the UK’s (muddier) equivalent to Coachella.

But thanks to Covid-19 I’m not.

I’m stuck in my hot, stuffy office.

Although it’s heartbreaking, I’m not the only person affected by the decision to cancel the biggest event in my calendar, and music festivals and social occasions aren’t the only events to get canned because of the pandemic.

Most business trips, in-person meetings, and big, costly conferences have also been canceled or postponed.

In fact, talking of conferences, the number of canceled conferences is said to be costing the economy billions. As a direct example, the losses from major tech conferences alone have soared beyond $1 billion.

But, before you start contributing to these losses and canceling your own conferences, there is another way.

Welcome to the world of virtual conferences.

As more and more businesses start to think of new, innovative ways to carry on with ‘business as usual’ during this troubling time, this Process Street post takes a look at the virtual conference. Not only is it a stop-gap until the virus disappears and normal life resumes, but it’s a great permanent replacement for the traditional, physical conference.

Join me as we discover the answers to the following questions:

Plus! On top of all that, we’ve developed four virtual conference process templates that you can use, for free, to help you plan and run the best, kick-ass virtual conference.

If you’re itching to see them, dive in and take a sneak peek:

Or pop into any of the other templates in this post directly from this list:

Take that Covid-19! We’re going virtual…
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Lab Procedures: How to Make Your Lab Safe and Effective

Lab Procedures

I’m not religious, but God bless high school lab technicians.

I can’t count the number of times that Dave (our high school’s technician), exasperated and exhausted, despaired at the lack of common sense some of our teachers had.

Heck, our physics teacher once almost exposed a classroom of Year 7s (11 years old!) to chlorine gas.

He forgot to turn on the extractor fans, leaving poor old Dave to rush in, turn them on, and then promptly evacuate everyone from the room.

Corroding the lungs of your students is, after all, not best practice.

This is why it’s important to have set lab procedures in place. Following these documented processes is the best way to prevent disaster.

When 25-38% of lab personnel have been in an accident that wasn’t even reported (as demonstrated by Dana Ménard and John Trant), you can see the dangers that are easily taken for granted in a lab environment.

That’s why we here at Process Street have created a Lab SOP process that you can use for free, and will go over the common points that a lab procedure needs to cover in this post.

If you just want to get the checklist for yourself, you can check it out below.

You can also click the links below to be taken to a specific section of the article:

Let’s get started!
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How to Perform a Fire Extinguisher Inspection (Free Template!)

Fire Extinguisher Inspection

Lunch was over.

I was walking back to our senior common room with my friends. When we reached Foundation House, we found all of the students and teachers standing outside while the fire brigade trailed in.

There was no smoke or visible flames but I saw three friends that we’d left in the common room off to one side of the car park looking sheepish.

Turns out that they’d managed to make a pseudo-napalm launcher out of a tube of Pringles, a rubber band, spray deodorant, a lighter, and a supply of biro casings.

My friends were smart but, as you might’ve guessed, had no common sense.

Whether you have students setting off fire alarms with molten flaming plastic or have a much larger accident, it’s important to know that your safety measures are up to standard.

$25 billion in damages were caused by fire in 2018 in the US alone, which should tell you how vital it is to catch fires and deal with them early before they need additional help to contain.

That’s why fire extinguisher inspections are so important.

In this post I’ll cover:

You’ll also get access to Process Street’s free Fire Extinguisher Inspection Checklist in the very next section of this article!

Let’s get started.
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Process Improvements: Your Ultimate Toolkit With 17 Free Templates

Process improvements

The biggest room in the world is the room for improvement” – Helmut Schmidt

Only 4% of businesses measure and manage their processes.

Why, when doing so provides an avenue for continuous improvement, advancement, and business success?

At Process Street, documenting our processes means we can continuously assess what is working and what is not.

For instance, when I first began as a Content Writer, I found navigating HTML code difficult. Luckily for me, at Process Street we document all of our business processes, creating full transparency over what works and what doesn’t. In this sense, a stronger HTML focus was needed during training. The required changes were made, and our training processes improved.

In this article, you will find out how you can do the same. You will learn how to:

  • Identify opportunities for process improvements.
  • Implement the changes required.
  • Measure the success of the changes made.

Think of this article as your ultimate toolkit, to make continuous process improvements in your business. We provide you with 17 free templates, to support you in improving your processes. Click on the links below to jump to the relevant template.

Or, if you just can’t wait, check out the first of our templates below to see what we’ll be giving you!

We begin this article by explaining exactly what we mean by the term process improvement, and identifying the three steps you should follow to effectively improve processes in your business. The templates provided above have been carefully designed to assist you with each step.

Click on the relevant subheader below to jump to the appropriate section, alternatively scroll down to read all we have to say.

Let’s get started!
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6 Checklists for Meticulous Evaluation of FSSC 22000 Compliance

fssc-22000-checklists

Taking the appropriate measures to ensure products we come into close contact with are clean & safe is now more important than ever, and there is nothing we come into closer contact with than food.

If you are in the food manufacturing, farming, processing, packaging, catering, or another food-related industry, a robust, well-documented Food Safety Management System (FSMS) is essential to maintaining a strong position in the market.

Of course, strict regulations that make sure the food we ingest is safe is nothing new. In the US, food safety regulations have been developed since the mid-1800s.

However, It was the worldwide implementation of the Hazard Analysis Critical Control Point (HACCP) system in the early 90s that really kicked things off on a global scale. Since then, numerous kinds of schemes and certifications have been developed to monitor the industry more closely.

FSSC 22000 (and the resulting FSSC 22000 checklists) is one of the newest and most highly-respected of such schemes.

The FSSC 22000 system was designed to provide companies in the food industry with an ISO-based food safety management system certification that is recognized by the Global Food Safety Initiative (GFSI). Recognition by GFSI provides worldwide recognition and acceptance by food manufacturers and retailers.

“GFSI recognition demonstrates that the Scheme meets the highest standards globally leading to international food industry acceptance. Furthermore the Scheme is widely accepted by Accreditation Bodies worldwide and supported by important stakeholders like FoodDrinkEurope (FDE) and the Consumer Brands Association (CBA).” –  FSSC 22000 Scheme

Also, the fact that the scheme is ISO-based means that it integrates nicely with other management systems such as ISO 9001 and ISO 14001.

In other words, FSSC 22000 certification is not only an internationally-recognized scheme that helps you improve market reach, food safety processes, and works great with ISO standards, but is also a powerful marketing tool.

“Statistics show that approximately 1 out of 4 certified companies are asking their suppliers to achieve certification. Chances are that if you have not been asked yet, you will be asked in the near future. Becoming certified can help you stay competitive and qualified towork with your current customers as well as to gain access to new ones.” – FSSC 22000 Quick Start Guide

In this post, Process Street is releasing a set of 6 FSSC 22000 checklist templates that will enable you to conduct meticulous internal audits and have an actionable, clear picture of everything that needs to be done in order to gain certification.

Click the links below to go to that section of the article:

If you’re just here for the checklists, here’s a taster of the free ones you’ll be getting!

Before we dive into the checklists proper, however, let’s take a quick look at a basic overview of what the steps are to gaining certification, and clarify where the checklists we have created fit into the process.
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Quality Control: How to Get It Right With 19 Free Templates

Quality control

As I stood, staring at my big toe which had somehow poked its way through a layer of polyester, it occurred to me that:

    1. These 2-month-old running shoes definitely needed to be disposed of.
    2. I will not be buying from this poor quality brand again.

In this scenario, I had fallen victim to poor quality control measures.

Purchasing a pair of running shoes not robust enough to meet my needs meant I, as a consumer, was not satisfied and did not repeat my custom with the given brand.

This reaction is to be expected.

A study by Psomas et al, detailed on Emerald Insights, concluded that effective quality control measures, in the form of Quality Management Systems (QMS systems), directly improve employee benefits, business performance, and customer satisfaction.

Quality is never an accident; it is always the result of high intention, sincere effort, intelligent direction, and skillful execution; it represents the wise choice of many alternatives” – William A Foster, Forbes Quotes

In this Process Street article, we take a look at what quality control is, and how you can implement effective quality control processes in your business today.

You will be presented with 19 free templates, ready and waiting to be used right away. These templates will help you build and audit your QMS systems, to meet the needs of key stakeholders in your business.

  1. ISO 9001:2015 Internal Audit Checklist for Quality Management Systems
  2. Financial Audit Checklist
  3. Environmental Accounting Internal Audit
  4. Environmental Management Self Audit Checklist
  5. Management Systems Audit Checklist
  6. ISO 9001 and ISO 14001 Integrated Management System (IMS) Checklist
  7. PPC Audit Checklist
  8. Google Analytics Audit
  9. Technical SEO Audit
  10. UX Audit
  11. ISO 27001 Information Security Management System (ISO27K ISMS) Audit Checklist
  12. SQL Server Audit Checklist
  13. Firewall Audit Checklist
  14. Network Security Audit Checklist
  15. ISO 45001 Occupational Health and Safety (OHS) Audit Checklist
  16. Diversity Management Monthly Audit
  17. Hotel Sustainability Audit
  18. Laboratory Safety Procedure Audit
  19. Retail Store Audit Checklist

Sound good?

Click on the relevant subheader below to jump to that section, alternatively, scroll down to read all I have to say.

Let’s begin!
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