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!

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:

• What is a safety inspection?
• Why use a safety inspection checklist?
• Over 40 safety inspection checklists to use today
• How to use Process Street for safety inspections

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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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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:

• What is the VRIO definition?
• The benefits of using the VRIO model for business analysis
• Using Process Street’s VRIO analysis checklist
• Tips for undergoing VRIO analysis with our checklist
• Additional resources for a sustained competitive advantage

The clock’s ticking, so let’s jump in! ⏱

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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:

• Create an account health scorecard that measures customer and business success
• Why you need an account health scorecard
• Case studies: Applying the account health scorecard approach in real life

Let’s get started!
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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:

• What is call center quality assurance?
• Why is call center quality assurance important?
• How to overcome your QA obstacles
• 11 free call center quality assurance templates
• Automate your workflow with Process Street + Zapier

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:

• Call Center Agent Training Program Checklist Template
• Call Center Quality Assurance (QA) Agent Training Process Checklist Template
• Call Center Quality Assurance Structure Template
• Call Center Quality Assurance Audit Template
• Call Center Customer Service Quality Assurance Form
• Call Center Sales Quality Assurance Form
• Call Center Outbound Sales Quality Assurance Form
• Call Center Helpdesk Quality Assurance Form
• Call Center Metrics Calculation Checklist Template
• Manager Weekly Report Checklist Template
• Daily Supervisor Checklist

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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When was the last time you actively went shopping? More to the point, when was the last time you bought something without checking it out online first?

Exactly.

Welcome to the retail apocalypse.

Or, in less dramatic terms, the demise of brick-and-mortar shops as the world shifts to buying online.

Where opportunities lie, entrepreneurs will pounce. That’s why at least part of ecommerce’s success can be attributed to people quickly learning how to start an online boutique, grocery delivery service, and so on.

Let’s take a look at some figures.

• By 2040, around 95% of all purchases are expected to be via ecommerce.
• In 2018, retail ecommerce sales grew 23.3% over the previous year.
• The total value of global retail ecommerce sales will reach $4.13 trillion in 2020.

Evidently, it is true. The retail apocalypse is upon us. Fortunately, we at Process Street are here to provide you with the tools to build your doomsday bunker. We have created 9 superpowered checklists that will ensure that you are equipped and ready to ride the wave of retail Armageddon.

If you’re just here for a checklist to use when learning how to start an online boutique, check out our free Business Plan checklist below!

Feel free to jump to a specific section of this post by clicking on the relevant subheader below. Or, just keep on scrolling.

• What is an online boutique?
• What to know before launching your online boutique
• How to start an online boutique: 9 free checklists
• How to establish & run a stellar boutique with Process Street

Alternatively, if you are already clued up on online boutiques and are ready to get stuck in, sign in to Process Street and start creating within Process Street.

(Sign up for a free trial here, if you’re not yet a Process Street user)

The links below will direct you to the section of this post that contains your desired checklist:

• Business Plan Checklist
• Brand Strategy Template Checklist
• Amazon Trends Analysis Checklist
• Monthly Cash Flow Plan Checklist
• Social Media Report Template Checklist
• Ecommerce SEO Checklist
• Neil Patel’s: Website Funnel Analysis Checklist
• PPC Report Template Checklist
• Quarterly Strategic Marketing Process

Now, it’s time to start building your doomsday bunker.

Let’s get started!
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Elisabeth Swan is the co-author of “The Problem-Solver’s Toolkit” and co-host of “The Just-in-Time Cafe Podcast.” She’s been a process improvement consultant, speaker, and innovator for over 30 years. She’s the Chief Learning Experience Officer for GoLeanSixSigma.com, a former cast member of ImprovBoston, and – if asked – may still be able to ride a unicycle.

Surgeon Atul Gawande made headlines when he told the world that a simple checklist could drastically reduce unnecessary deaths in The Checklist Manifesto.

Yet, checklists conjure images of forklift drivers on loading docks with clipboards counting boxes. How could they transform healthcare?

“He has… produced a 90-second checklist which reduced deaths and complications by more than one-third in eight hospitals around the world – at virtually no cost and for almost any operation.” – James Clarke, reviewing The Checklist Manifesto, Ulster Med J. 2011 Jan; 80(1): 54.

Aviation was transformed decades earlier when management and engineers at Boeing Corporation created the pre-flight checklist after the 1935 crash of the prototype Boeing B-17 at Wright Field in Dayton, Ohio. Checklists have become so essential to the airline industry that most crashes can be traced to the misuse or failure to complete a checklist.

A New York Times reviewer noted, “no matter how expert you may be, well-designed checklists can improve outcomes”. Since the purpose of process improvement is improving outcomes, Lean Six Sigma and checklists are natural companions.

To prove that, this Process Street blog post will show the relationship between checklists and lean six sigma, and provide you with a free DMAIC Improvement Project Tollgate Checklist that you can use right now.

Use the links below to jump to that section of the post:

• Lean Six Sigma and the role of problem-solving
• Lean Six Sigma & the checklist
• Introduction phase
• Define phase
• Measure phase
• Analyze phase
• Improve phase
• Control phase
• Checklists and Lean Six Sigma
• Use Process Street to reduce error

Or, if you just want the checklist, check it out below!

Let’s get started.

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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.

• The MEDDIC Sales Process Checklist Template
• Sales Training Process Checklist
• Weekly Sales Prospecting Checklist
• Cold Calling Checklist
• BANT Sales Qualification Call Process
• Sales Presentation Template
• Sales Pitch Planning Checklist
• Closing The Sale Checklist
• Order Processing Checklist
• Monthly Sales Report
• Churn Prevention Checklist
• Cold Email Checklist for Sales
• Company Research Checklist
• High Touch Client Onboarding for SaaS Companies
• Investor Pitch
• Sales Competitive Analysis Checklist
• Sales Forecasting Checklist
• Sales Onboarding Checklist
• Sales Service Handoff Process
• Upselling Process for SaaS Companies

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.

• Sales processes: What they are and why it is important to have established sales processes
• Our top 20 free sales processes
• A quick tour of Process Street and the benefits of using our sales processes

With that said, let’s get started!
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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:

• What is Homeowner’s Association Management?
• Process Street Checklists: Optimizing HOA Management
• HOA Audit Checklist
• HOA Budget Preparation Checklist
• HOA Property Maintenance Checklist
• HOA Home Cleaning Checklist
• HOA Newsletter Template
• HOA Board Meeting Agenda Template
• HOA Annual Board Organization Checklist
• HOA Transition Checklist
• Enhance Productivity and Collaboration with our Approvals Feature
• Other Useful Resources for HOA and Property Management

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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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:

• What are lab procedures?
• Why lab procedures are important
• Common lab procedure touchpoints
• Get started with our Lab SOP template
• Document and track your procedures with Process Street

Let’s get started!
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