All posts in Document Management

How to Create and Organize The Perfect Process Library (Free Templates)

process libraryProcesses are all the rage right now, and we’re very pleased to be leading the charge in making processes agile and actionable for organizations of all shapes and sizes.

We’ve written countless pieces about creating a process, writing standard operating procedures, or building business systems.

But sometimes we’re guilty of assuming that having a process automatically makes something organized. It doesn’t.

If you’re a solopreneur or working in a startup, managing processes is fairly easy. You have a limited number and you can easily scroll through to find the one you need when you need it.

But what about large organizations? Companies where people on different teams are in different countries? Businesses where different departments speak and operate in different languages?

How can we manage processes on such a large scale, and what does that tell us about managing processes for small businesses looking to scale?

This is where a process library comes in.

In this Process Street article, we’ll look at:

Or, if you’ve just come for the templates, grab them below:

Let’s get started!

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The 9 Best Organizational Tools to Bring Order to Chaos

Organizational Tools

Documented processes don’t just save you time, money, and give a consistent method for your team to follow. They make everything you do more reliable and efficient, even increasing project success rate by 70%.

Unfortunately, getting started is the hardest part. Whether you don’t feel like you have time to set up your management system or just don’t know what to use for your needs, it’s difficult to get over the initial learning curve.

That’s why I’m going to outline the 9 organizational tools you can use to get started right now.

From their pros and cons and best use guidelines to general tips on what to do with your organizational tools, this post will cover:

  • Process Street
  • Office 365 (Microsoft Word and Excel)
  • Trello
  • Airtable
  • Google Suite (Google Docs, Google Sheets, and Google Drive)
  • Zapier
  • …and 4 process management techniques to get you started

It’s time to learn what organizational tools you need to manage your processes, and how to use them.

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How to Create a Style Guide to Improve Business Consistency (with 8 Examples)

To understand the value of a style guide, you should first try working without one.

You’d get the wrong blue on your logo, jarring copy, and code that can only be maintained by a lone developer.

Writers, editors, programmers, engineers, social media managers, and support agents all need an indication of how their company wants to work, so they can ensure consistency.

The number one goal of a style guide is consistency.

Inconsistency weakens your brand image, makes your company look unprofessional, and hurts conversion rate and revenue. Once you’ve settled on your brand voice and style, the style guide is the document that enforces those values.

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How and Why to Document Your Workflows

Workflows are the building blocks of your business.

Whatever business you’re in, workflows are your business.

They act as representations of your whole operation. They can be used to smash inefficiencies and increase profits.

…But what are workflows, and why do they really matter?

Why should they be documented, and how can Process Street help you optimize them?

Let’s find out.

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Take control of your workflows today