All posts in Checklists

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!
Continue Reading

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!
Continue Reading

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.
Continue Reading

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. Process improvements are impossible with stats like that.

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 resulted in major process improvements.

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!
Continue Reading

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!
Continue Reading

SOP Management Software: Best Choice for Your Agile SOPs?

sop management software

People are the most important asset in a company; processes need people to execute them, and the outcome of these processes is often a function of how well the instructions have been put together.

If the outcome is less than ideal, then don’t just blame your employees: check your processes.

Standard operating procedures (SOPs) are there for your employees to follow so that the job gets done properly. SOP software is all about figuring out how to innovate and improve efficiency in your internal processes.

This Process Street article will help you understand the benefits of SOP management software and give you some actionable SOP templates to get started. We’ll be looking at:

Let’s start with a simple introduction to what SOP management software actually means.
Continue Reading

Coronavirus Workplace Processes: 8 Checklists From Top World Health Experts

If you’re on the front lines fighting COVID-19 and want to use these processes to help your facility, please contact us and we will set you up with a free account*

coronavirus workplace processes

COVID-19 hit hard, and many communities, organizations, and small businesses are struggling to shoulder the increased pressure put on by circumstances of economic downturn and uncertainty.

This article is an attempt to offer some aid in the form of 8 free coronavirus workplace templates, to help you improve efficiency in your organization by streamlining and automating manual tasks in recurring COVID-19 processes.

Some of these templates are straightforward, linear processes, while others are more complicated processes with various different outcomes. They will all be embedded below with relevant descriptions and links to sources.

The Process Street checklists in this post were all informed by procedures established by the following leading health authorities:

  • World Health Organization (WHO)
  • Centers for Disease Control and Prevention (CDC)
  • Government of Alberta’s Emergency Coordination Centre (ECC)
  • New York Department of Health (DoH)

Each process template will be embedded below with a description. The article will be structured as follows:

Continue Reading

Intake Process: Onboarding Clients Efficiently & Effectively as a Law Firm

Intake Process

Lawyers are busy people.

They’re at the frontline of all legal matters, providing advice on tricky issues, resolving disputes, and representing clients in court if needs be. All. Year. Round.

Ergo: There’s a lot on any given lawyer’s plate.

With the huge amount of recurring tasks that need to be completed, on top of looming deadlines and constant work-related pressures, it’s easy for quality to slip. Especially when it comes to one of the most important processes of all – the intake process.

It’s why 61% of law firms forget to ask for the client’s name during their initial conversation, why 35% of calls from clients go unanswered, and why it takes 3 or more days for 42% of law firms to respond to prospective clients.

For a law firm to keep its prestigious reputation – and to continue working with great clients – the intake process needs to effective, efficient, and done properly.

That’s why this blog post exists.

In this post, I’ll discuss what an intake process is, its benefits, why it’s important, and how Process Street can help law firms streamline the entire process.

Read through the sections below to get clued up:

Let’s begin; the court is in session! ⚖️
Continue Reading

How to Perform a Root Cause Analysis (Free Template)

root cause analysis

If you’re chronically ill, pain medication will help but not solve the issue. Just like if you’re experiencing abnormally high customer churn, the last thing you want is to spend all your time firefighting.

You need to find the cause.

That’s exactly why root cause analysis is a vital process. It helps you to understand the causal focus and underlying issues behind your biggest business problems.

For example, Eastman Chemical‘s customer complaint numbers were cut in half after conducting a logic tree root cause analysis to pinpoint their deeper issues. Clipper Windpower saved $1 million in lost revenue by identifying the underlying causes of their turbine malfunction.

In this Process Street article, we have a root cause analysis template for you to follow. Our aim is to give you a comprehensive overview of the root cause analysis process, from a simple introduction and break down of the key principles to when and why you’d want to perform a root cause analysis.

We’ll be covering:

Let’s take a quick look at the root cause analysis template.
Continue Reading

WFH Transition: How Your Team Can Pivot & Work From Home Like Pros (Free Templates)

WFH transition

Unequipped. Unprepared. Uncertain.

34% of people believe their organization isn’t properly prepared for employees to be working from home.

Speaking of which, has your organization recently – and rather hastily – transitioned from office working to working from home?

If the answer is “Yes“, no sweat. Process Street has you covered.

This post will guide you through the basics of working from home (WFH), the positives of it, the potential problems you could run into, on top of offering you our (free!) checklist templates that’ll ensure a safe and smooth WFH transition.

Read through the following sections to get completely clued up:

Or, if all you want is the checklists, get them here:

Let’s dive into all things WFH, ASAP. ‍
Continue Reading

Take control of your workflows today