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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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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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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Why You Need an Account Health Scorecard Which Measures Customer Health and Yours! (Free Template)

Why You Need an Account Health Scorecard Which Measures Customer Health and Yours!

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.

We’ve produced your ultimate workflow guide to help you create this account health scorecard. This template is free for you to use from your Process Street account (you can sign up to create your free account here). This workflow guide has been produced based on the Customer-Centric Digital Transformation report by Deloitte.

You’ll also learn the key benefits you’d expect from taking this holistic approach to measuring an account’s health, with two real-life case studies.

This article is structured as follows:

Let’s get started!
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How to Make Your Call Center 5 Star: Quality Assurance 101

How To Make Your Call Center 5 Star: Quality Assurance 101
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?

Well, I’ll tell you. In this post, I’ll cover:

Plus I’ll provide you with 11 free checklists to take the drudgery out of QA audits!

If you came for the templates, grab them here:

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!

Otherwise, let’s get to it.
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