All posts in Management


Workforce Planning Essentials for the Remote-Savvy HR Manager

Workforce Planning Essentials for the Remote-Savvy HR Manager

There are plenty of great quotes from inspirational leaders that perfectly sum up the importance of workforce planning, but in my mind, none of them quite capture it like this one:

“Making a plan without the right tools is like making spaghetti without a pot.” – Kris Hughes, Content Strategy Consultant

You are absolutely not going to be making any spaghetti without a pot, or at least a pot-like vessel that will hold boiling water in a way so as not to burn the crap out of your hands in the process. When it comes to workforce planning, the spaghetti is your business and the pot…

Okay. I took the simile too far. You get the picture: if your business doesn’t have the right people in the right place, you got nothing.

Think beyond that: if the right people don’t stay or aren’t being utilized properly, you still don’t have a pot to… make spaghetti in.

There is a lot out there about workforce planning, and by a lot I mean, a frickin lot. It’s my job to do research and even I got a little dizzy trying to sort through all the different takes on what is or isn’t or could be/might be the best way to manage your workforce.

This post aims to simplify all that. I’ll cover the foundations of workforce planning, specific considerations for remote work, and examine some common methods for finding the right approach for your organization.

This Process Street post is designed so you can jump straight to the info you need to know, so feel free to skip ahead.

Let’s get planning!
Continue Reading

Reach the Right People & Get the Right Result With a Customer Profile

customer profile

We’ve never met, but I know who you are.

You spend 90% of your day either in meetings or answering emails, so you’re incredibly short on time.

You’re a big believer in “moving fast and breaking things” but over-regulation, cyber threats, obsoletion, and the availability of key skills keeps you awake at night.

You check in with Twitter and Reddit daily to stay in-the-loop, and you’re a keen consumer of content that’s quick and easy to digest, from reputable sources, and provides clear answers to your questions. You hate waffle!

Am I close?!

Whether I’m right or wrong (and before this gets any creepier), I know all this because I’ve created your customer profile, or buyer persona if you prefer.

Organizations that use customer profiles to create and deliver content enjoy 73% higher conversions than those that don’t. So, I used market research and data to build up a semi-fictional representation of you.

I identified your common behavior patterns, discovered what your key motivations were, and established your biggest pain points so I could write a tailored post that clearly answers your questions, provides value, and delivers useful insights.

I won’t lie; this took a lot of time!

But was it worth it?

Take 10 minutes to read this Process Street post and get insights from the likes of Hiten Shah, Lincoln Murphy, and Tomasz Tunguz, learn how to create a customer profile in five simple steps, and find out:

Let’s “cut fast, cut deep”, and cut the crap.
Continue Reading

5 Human Resources Best Practices We Learned From GitLab

hr manager

Human resource departments get a bad rap.

While those in leadership roles predominantly feel that HR has strategic value, a majority of on-the-ground employees feel much differently.

HR Manager Concepts: Value of HR
(Source)

The question is: Why? What can you, as your company’s HR manager, do to correct this?

Here at Process Street, we know a thing or two about HR best practices – and have a wealth of pre-made templates to boot. There’s always room for improvement, though, so lately, we’ve been doing some deep dives into GitLab’s handbook (like my post on how GitLab totally rocks their marketing strategy).

GitLab is unique in a number of ways – most significantly, their willingness to share internal tactics. This post is going to look at five essential concepts every HR manager needs to keep in mind based on GitLab’s own tried and tested processes.

Ready to manage some humans?
Continue Reading

Office Hours: Top Tips on How to Create an Effective Open Door Policy for Your Remote Team

Office hours

According to a report given by Queens University, 75% of employers rate teamwork and collaboration to be very important.

Despite this, reports by Globe and Mail and the Harvard Business Review indicate that 20-44% of employees experience workplace communication and collaboration challenges. And if you’re operating remotely, well, these challenges just became harder to overcome. There is a gap between want and reality.

In this Process Street article, we consider how using office hours can close this gap by supporting the effective implementation of an open door policy for your remote team.

Office hours are times in the week managers set aside to answer questions, address issues, and discuss topics with employees. This effectively implements an open door policy, to establish aspirational communication and collaboration goals. An open door policy is a culture that supports complete workplace transparency, communication, and productivity by establishing strong communication channels between employees and their managers.

Today you’ll find out exactly how office hours and an open door policy complement each other – plus top tips on managing your remote open door policy.

Click on the relevant subheader below, or scroll down to find out all.

Let’s get straight to it!
Continue Reading

How to Run Remote Meetings That Don’t Suck

How to Run Online Meetings That Don't SuckThis is a guest post written by Andre Pinantoan who is currently the Head of Growth at AI coaching startup, Fingerprint for Success. He was previously Head of Growth at multiple high growth companies such as Canva.

The COVID-19 pandemic has plunged a lot of us into the deep end, and many people have had to adapt to new ways of working. This includes how to effectively run remote meetings on a regular basis that actually have some productive value.

It’s one thing to hold a virtual conference once in a while. But when it’s one of your primary tools for communicating, coordinating, and just generally getting your team on the same page, it can either be the best thing for efficiency or a complete failure.

Truth be told, research shows that meetings already had a bad reputation pre-COVID. A survey conducted in 2018 with more than a thousand workers in the US showed that one in four people felt meetings are a waste of time. Add to that the “online” factor, and conducting useful meetings starts to get way harder for a lot of people.

I personally felt the steep learning curve during the initial months of adapting to our new way of working. As a team leader, I’ve always felt that being physically present and giving my time to members has been a key way of supporting them. So I had to find a way to channel my presence digitally.

Through these challenges, we’ve learned and adapted. As always, it’s crucial to understand what’s not working and try to make things better. Along the way, we even found some surprising benefits of conducting meetings virtually.

In this Process Street article, I will share the difficulties we faced when transitioning to full-time remote communication and how my team managed to overcome them.

Let’s get started! 🚀
Continue Reading

How to Meet Goals and Inspire Your Team Using OKRs (Includes OKR Examples)

okr examples

I love winning.

It doesn’t matter what’s involved or what the prize is, I’ll do what I can to achieve my goal of clinching that ‘winner’ title.

When I was 6, my primary school held an egg and spoon race as part of its sports day activities. The prize was a yardstick of chocolate. Let’s just say that, by lunchtime, there were tears and tantrums elsewhere while my face was smeared with chocolate.

To this day, I’m still (perhaps unhealthily) incentivized by goals. Particularly in the workplace. I’m not alone in this though, as numerous studies show that goal-setting improves employee performance and engagement.

Do you relish winning, too?

And do you want the next quarter to be your team’s best quarter ever?

Then you need to know about OKRs (objectives and key results). It’s basically an adult version of the egg and spoon race.

That’s why, in this short, informative Process Street post, I’ll define OKRs, describe their business benefits, give advice on how to write solid OKRs, and also provide OKR examples from the likes of Google.

Just make your way through the following sections to learn all about OKRs:

Now, let’s make this quarter more than OK.

Let’s make it internally record-breaking, thanks to OKRs! 📈

Continue Reading

The Key to Productive Meetings? Cancel Them! 7 Meetings to Scrap

productive meetings

Dave Nevogt is the CEO and co-founder of Hubstaff Have you ever been enjoying a productive streak when — out of nowhere — a meeting invite interrupts your day? He leads a 100% remote team that builds time tracking and productivity tools, including the Agile project management software, Hubstaff Tasks.

Have you ever been enjoying a productive streak when — out of nowhere — a meeting invite interrupts your day?

Or, has someone ever requested a meeting with you, and after some investigation, you realize that this could have been answered in an email?

Let’s face it, meetings are often met with disdain, and for good reason: many are unnecessary.

You can tell by how often meetings are studied, and how much time goes into rethinking them. It turns out that:

  • 73% of people multitask while in meetings. Clearly, most meetings are not worth our full attention.
  • Detailed agendas can decrease the amount of meeting time up to 80%. Yet only 37% percent of companies use them.

It’s time to make a change. And that change is to clear your schedule as much as possible. Fortunately, this Process Street blog post is here to guide you in making these changes.

Let’s dive in! 🚀 Continue Reading

10 Metrics & Strategies to Increase Inclusivity in the Workplace

inclusivity

I’d say we’ve all heard of the metaphor of the “glass ceiling”, right?

Here is a definition for those who need some clarification:

“Artificial barriers based on attitudinal or organizational bias that prevent qualified individuals from advancing upward in their organization into management-level positions.” –

U.S. Department of Labor

The term became popularized in the 80s/90s where it was commonly used to describe the professional challenges women faced during that period.

Despite the advancements made in women’s rights since the 1980s, the metaphor of the glass ceiling is still very much valid today. Not just for women, but for minority groups and individuals as well.

Fortunately, we appear to be moving in the right direction when it comes to inclusivity in the workplace. 80% of employees consider inclusion to be an essential factor in choosing an employer and 69% of executives rate diversity and inclusion as an important issue.

But, what does it take to create a sense of inclusivity in the workplace?

In fact, what does inclusivity actually mean? And, how does it differentiate itself from diversity?

This Process Street blog post hopes to answer these questions (and more). Keep scrolling for an introduction on workplace inclusion and ten actionable strategies and metrics that’ll help to increase inclusivity within your organization or line of work.

Or alternatively, to jump to a specific section by clicking the links below:

Let’s get started! 🚀
Continue Reading

Get Powerful Insights Into All Your Company Processes with Our NEW Reporting API

how to write a project proposal

As there are so many different types of recurring work happening in every part of your company, it can be difficult to keep track of what’s working and what’s not.

You can often spend too long looking for answers to questions like these:

Which processes in the Sales team run smoothly and which take longer than they should?

Who in the Underwriting team completes their tasks on time and who misses their due dates?

Have we reduced the time it takes HR to complete the onboarding process, for new Account Executive hires in particular?

How many different processes is the IT Helpdesk team involved in, and how many tasks have they completed in the last 30 days?

How long does it take the Customer Success team to onboard a customer, and which onboarding tasks take the longest to complete?

Wouldn’t it be useful to have a custom-made dashboard so you can get answers to these types of questions with one, quick glance?

Well, with the launch of Process Street’s new Reporting API, now you can.

To find out how you can export, store, visualize, and utilize all your Process Street data in the way that you want to, take five minutes to read through the following topics and find out:

Let’s get started.
Continue Reading

14 Top GRC Tools for an Integrated Governance, Risk and Compliance Strategy

14 Top GRC Tools for an Integrated Governance, Risk and Compliance Strategy-01-01

A recent study from Ponemon and Globalscope reported the average cost of meeting compliance mandates is $5.47 million, versus non-compliance fines of $14.82 million.

No organization wants to cough up massive non-compliance charges. And one effective means of avoiding such scenarios is by using a robust, effective, and integrated governance, risk, and compliance (GRC) approach.

Due to today’s complexity of governance, risk, and compliance demands, it would be considered reckless to go about using an integrated GRC approach without utilizing viable GRC tools.

GRC tools help organizations strategize the management of governance, risk, and compliance regulations in an integrated fashion.

In this Process Street article, you’re taken through a quick tour of our top GRC tools to meet the specificity of governance, risk, and compliance demands.

I’ll then show you how to use Process Street, for free, to integrate these three separate entities for an integrated GRC approach.

Click on the relevant subheader to jump to your section of choice. Alternatively, scroll down for your quick introduction to all things GRC, how the discipline has developed, and top tools and techniques you can use to implement GRC in your business.

Let’s jump straight to it!
Continue Reading

Get a free Process Street account
and take control of your workflows today.

No Credit Card Required