All posts in Processes


60+ Essential HR Processes for All Human Resource Teams (Free!)

HR Processes

The 5+ million people who work in HR in the United States have their work cut out for them.

From hiring great-fitting talent and helping with their onboarding, to monitoring employee performance and even resolving any employee conflicts, there’s a lot of ground for HR teams to cover – and in such a short amount of time.

Imagine if there was a way for HR teams – not only in the U.S., but around the globe – to time-save, cost-save, and labor-save, and take control of their recurring tasks like never before…

Wouldn’t that be a dream? 🤩

At Process Street, we rather like turning dreams into reality.

That’s why we’ve hand-picked our most effective, most useful HR processes from our extensive library and are presenting it in this ultimate HR process pack.

Think of it as your one-stop-shop for all the human resource processes you’ll ever need.

Read through the following sections to learn how to revolutionize your HR department, on top of getting your hands on over 60 (yes, 60+) free process templates:

Now, let’s stop dilly-dallying and get to it!

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Life Coach Certification: What It Is and Why It’s Useful

Life Coach Certification

Think life coaching is mumbo-jumbo? A bit of social hocus-pocus?

It’s not. And it’s a rapidly growing market.

In the U.S., the personal development industry was worth just $707 million in 2011, but that quickly shot up to over $1.06 billion in 2016.

To boot, the International Coach Federation believes over 53,300 coaches are practicing their craft worldwide, with over 17,500 of those coaches operating in the U.S.

So if you’re wanting to break into the coaching industry and establish yourself as an authority figure, you’re going to need all the help you can get. And that means getting life coach certification.

Confused about what life coach certification is?

I’ve got you covered.

In this post I’ll define what a life coach is (useful for any non-life coach readers), give examples of prominent life coaches, clarify what life coach certification is and how to get it, then offer free Process Street-made templates to help you with life management. Just read the following sections below:

Now, take a deep breath.

We’re about to get started.

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Process Street Alternative: When the Best Is Too Much

Process Street Alternative

Sometimes the full range of process management features can be overwhelming.

We here at Process Street know that we can’t please everyone. However, if you’re going to use a Process Street alternative, we’d rather tell you about them from our own accounts than throw a bunch of marketing at you.

That’s why we’re covering some common Process Street alternatives in today’s post.

To skip to a particular section, use the links below:

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What is CRO? How to Increase Conversion Rates (Free Template)

What is CRO?

You may remember from Latin 101 at college that conversiĹŤ is the process of turning around, altering, changing, or converting.

And whether you’re now a WeWork-dwelling solopreneur or a newly-hired marketer at an SMB, it’s crucial for your leads to undergo conversiĹŤ.

After all, without conversions site visitors aren’t as likely to sign up to newsletters, put an item in a cart, or proceed to the checkout page and order that product or service. Conversions, therefore, are a major contributor to your business’ longevity.

This could be the point where you’re frantically thinking: “I want to secure my business’ longevity! How can I help facilitate conversions? And how can I optimize conversion rates for the better?!”

Slow down.

We’ve got you covered.

During this post we’ll be explaining all things CRO – conversion rate optimization.

First we’ll tackle what CRO is, then we’ll delve into an actionable framework for increasing your conversion rates, and then we’ll provide you with a Process Street-made template which has everything you need to hike those conversion rates up!

All you have to do is read the different sections below:

Let’s jump straight in.

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14 Job Description Templates to Help You Write a Killer Job Description Today

14 JOb Description Templates to Help your Writer a Killer Job Description Today

$4,129 is the estimated cost of a new hire, making that empty chair an expensive one to fill.

You want to get your hiring process right. You want to hire the ideal candidate. But where do you start?

At Process Street, we say you start your recruitment process by writing a solid job description.

This is no easy task, you have around 14 seconds to convince applicants that your job is the perfect job for them.

Get your job description right, and you can draw in the most qualified, skilled and well-fitting applicants.

This is why Process Street has created these 14 easy and free to use job description templates, for you to obtain the best applicants for your advertised role. Our 14 job description templates are listed below:

Before we jump into these templates, let’s take a moment to consider what a job description template is, and why they are needed.

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Why You Need a Risk Management Process (+ Free Template)

risk management process

Can you afford to lose $185 million?

That’s what Wells Fargo had to pay in fines after failing to apply a working risk management process.

Their lack of attention to the risk and pressure that they exposed their employees to led to sales practices that were bad enough to cause 5,300 employees to be fired and the penalty fines mentioned above.

Risk is inherent in everything we do – from conventional ideas of the risks in gambling to the chance of collisions while traveling. In business, risks can come from any direction and can severely impact your output.

Whether you wake up late and get less work done because of it or someone doesn’t get their work done on time and holds up the rest of the team, you need to be able to predict, prepare for, respond to, and monitor the things that can go wrong.

That’s why our post today will examine everything you need to know to build a risk management process to make your work watertight. We’ll even throw in a free, fully-built risk management process for you to use!

If you want to skip to a particular section then feel free to use the links below:

Let’s get stuck in.

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The KonMari Method Checklist: Marie Kondo’s Simple Cheat-Sheet to Spark Joy

KonMari Method Checklist

Marie Kondo has managed the impossible. She’s rallied a large chunk of the population into getting excited about tidying up.

That’s right. Tidying up.

And there are clear benefits to decluttering – from being able to donate to thrift stores more to having improved mental health, to having better financial management and even boosted rates of productivity.

But how did Marie Kondo revolutionize the act of tidying?

With a simple process called the “KonMari Method”.

In this post, you’ll find out who Marie Kondo is, the science behind the lauded KonMari Method, why the method is beneficial for everybody, and you’ll even get your hands on a (free) KonMari Method checklist!

Read through the following sections to get the complete rundown on Marie Kondo:

Now, let’s spark some joy.

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How to Provide a Successful Performance Appraisal (With 5 Free Templates)

Performance Appraisal

In this post, we’ll be looking at and learning about performance appraisal.

While we won’t be praising performances of global stars Ă  la the judging panel of the Oscars or Golden Globes, we will be using performance appraisals to assess the conduct of the stars in your workplace.

After all, performance appraisals can be hugely beneficial.

For instance, 68% of employees who receive consistent, accurate feedback are more fulfilled in their jobs, in turn boosting employee engagement. Additionally, 92% of employees believe feedback – including negative feedback, if delivered appropriately – is effective for improving performance, resulting in increased employee output.

For performance appraisals to be successful, however, certain rules and procedures must be followed diligently.

Otherwise, the appraisal could backfire and have seriously detrimental results, including distrust and demoralization.

From a business perspective, this can be devastating.

So, to learn how to provide effective performance appraisals, read through the sections below:

Let’s begin.

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The Ultimate Risk Management Guide: Everything You Need to Know

the ultimate risk management guide everything you need to knowWhat’s the worst that could happen? Risk management is one of the first things you should be thinking about when planning for pretty much anything in your business.

The truth is, risk inescapable; success of your business is not determined by your ability to avoid risk, rather by your ability to accept, plan for, and take advantage of the varying outcomes risk might present to you.

It might sound negative, but risk management is actually more optimistic than it seems.

The key takeaway is that successful risk management strategies are proactive, as opposed to reactive.

By thinking ahead, you can prepare for and prevent risks before they even have a chance to arise.

In this article, we’ll take a look at how you can use Process Street to streamline and automate your risk management approach, including:

Hopefully by the end of it, you’ll have a better understanding of how to focus your risk management efforts into a forward-facing, proactive approach.

There are lots of ways to approach and prepare for risk, and this article will give you the tools you need to master risk management.
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Task Permissions: How to Create Secure, Flexible Processes

Task Permissions
Yahoo! lost $350 million to their sale price after the reveal that a security breach had caused 3 billion accounts to be compromised. They learned the hard way that if you have sensitive data you’ll also need measures to protect it.

You need an easy way to secure your processes without providing extra hoops for your team to jump through and get confused over.

That’s why we here at Process Street let you set task permissions in your checklists.

This feature lets you hide tasks from viewers with variable permission levels within your checklists. You’re left with a checklist that shows different tasks to different people based on what you think they should see.

The best thing? It solves your security and clarity issues while providing a singular location for your data to be stored, making it easy to review.

Enough dilly-dallying, let’s get to it!
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