All posts in Processes


How to Take Back Control of Your Work (& Life) With Digital Minimalism

Digital Minimalism

Modern technology is extraordinary.

After all, without the advancements that have been made over the last 50 years, you wouldn’t be reading this post!

This is exactly why, when asked what has brought the biggest improvements to our lives, four-in-ten Americans said “technology”.

But we’ve reached a critical juncture.

There’s so much technology now. I would dare to say there’s even too many apps, pieces of software, and gadgets we’re using.

From different teams in an organization all using varying project management software, to spreading important information that really should be hosted in one place across a multitude of platforms, using too much software in the workplace can make things incredibly confusing. Not to mention overwhelming.

In reality, we could all do with a digital declutter, using only the essential applications, and ensure we’re utilizing those applications (such as Process Street!) intelligently.

This, in a nutshell, is digital minimalism – and it’s what I’ll deep dive into during the following sections:

Ready to take back control of your work and life with digital minimalism, feel less like a robot, and even find a little zen along the way?

Let’s go.

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What is Fleet Management? The Beginner’s Guide (Free Templates!)

fleet management beginners guide

Fleet management is so much more than simply owning and operating vehicles. It’s a complex interplay of many different factors and optimizations – much like the concept of business process management.

In recent years, more and more tools for fleet management optimization are emerging. Fleet management is changing.

Projected growth of the fleet management industry to about $30 billion by 2022 is largely driven by advances in technology – and the rate at which fleet management companies adopt this emerging technology will largely impact the rate of this projected growth.

And it seems fleet management companies are aware of this.

The National Conference of State Fleet Administrators (NCSFA) recommended in a 2018 survey of 44 state and university fleet participants that fleet management companies begin implementing “robust fleet management policies and procedures” as well as “accelerating the implementation of technology to measure the efficiency and effectiveness of fleet management practices”.

That same survey showed that 38% of repairs and 39% of preventative maintenance work were insourced, on top of the in-house work that is done as part of routine fleet management. Just another incentive to tighten up your processes and streamline all of that manual work with a good, solid process.

In this article, we’ll be looking at how you can use Process Street to implement robust fleet management policies and procedures. I’ll cover:

Let’s start by making sure we’re all on the same page; what exactly is fleet management?
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Service Level Agreement Template: How to Create Solid SLAs at Super Speed

Service Level Agreement Template

In our previous post – What is an SLA? How to Use Service-Level Agreements for Success – we gave you the complete lowdown on SLAs.

From learning what an SLA is to why you need one, and what goes in an SLA to the different types of SLAs available, you learned about the incredible usefulness of SLAs without the high-level, confusing baloney.

It piqued your interest, right?

Perhaps you even thought about making a shiny SLA template yourself, but realized creating an SLA is not exactly an easy endeavor.

Don’t worry.

I too know the difficulty involved with creating SLAs – but they’re needed. They’re there to establish trust and accountability, and at a time when 10 out of 15 companies are rapidly losing the trust of others, creating SLAs for your customers and clients will put you at a great advantage.

That’s why, in this post, I’ll be providing you with additional tips and tricks for creating, editing, and using SLA templates. You’ll also get your hands on an easy-to-use Process Street SLA template, from which you can create an infinite number of SLAs without hardly any effort!

Just read through the sections below to get started:

Let’s get rocking and rolling.

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Making Checklists: Our Top 5 Tips From Pros Around The World

Making-Checklists

Deadlines.

Meetings.

Presentations.

As an employee and business owner, your agenda is jam-packed full of to-dos. It can sometimes be difficult to stay afloat. This is why we at Process Street have created this article to make your working life a lot easier.

We’re going to look at making checklists for the effective management of your work.

We asked business owners and employees across the globe: What tips or tricks would you give someone for making checklists?

We gathered our responses, sieved out significant commonalities, and wrapped up our findings to produce this article.

Click on a subheader to jump to any section, or scroll down to read a full in-depth account on making checklists.

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How to Automate Approvals: 20+ Free Approval Process Templates

approval process

Approvals are everywhere. If you’ve worked on any project involving any kind of deliverables, chances are you’re all-too-familiar with the process of requesting and approving (or rejecting) work.

Documents, prototypes, reports, mock-ups, wireframes, storyboards, and even more internally-facing elements like simple holiday leave requests. All of these represent different kinds of approval process, and approvals are an integral workflow element.

Approvals can also represent a major bottleneck.

Consider how you are currently approving work in your business. Perhaps you have a vague process involving emails, and if you’re particularly attentive you might be tracking it in a spreadsheet.

These methods are slow and prone to delays. You have no way of tracking anything reliably, you are more likely to miss approval windows, and information has to be sent manually between individuals.

What’s more, it’s quite difficult to improve this process without the proper system in place. You need to make sure you’ve got the right tools to optimize your approval process.

Process Street‘s approvals feature is the solution to this problem.

We created the approvals feature to make the process of approving work as fast and easy as possible.

With approvals, you can:

  • Get notified as soon as work is ready for approval
  • Approve (or reject) work with zero friction using a clear, streamlined interface
  • Approve on-the-go, from your phone’s email inbox
  • Synergize with many other Process Street features to optimize process efficiency
  • Save time and stay on top of your workflow

In this post, I have a trove of templates to showcase the approvals feature. All of the templates in this article are custom-built to make your life easier.

They also take advantage of Process Street‘s other powerful features like rich form fields, conditional logic, dynamic due dates, and role assignments.

So, read on for:

Read on to learn how to hit the ground running with the approvals feature.
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8D Chess: How to Use The 8 Disciplines for Problem Solving

8d

Hospitals have developed something of a reputation for being rife with bad processes. When processes aren’t adequate, the result is an abundance of “workarounds”.

For example, when equipment or supplies are missing, a nurse might waste time running around searching for what is needed, and once the item is found, return to their previous duties.

One study indicates that nurses spend 33 minutes of a 7.5-hour shift completing workarounds that are not part of their job description.

This may well “put out the fire” so-to-speak, but really it is just a hastily applied band-aid that does nothing to treat the root cause of the problem.

More time is wasted and more problems will arise in the future because nothing has been done to prevent the initial problem from happening again.

Individual nurses are not at fault here; workplace culture often values expertise in the form of those who “get the job done”, which tends to pull against the notion of spending time building good processes (time in which the job is perhaps not “getting done”).

So how to approach the problem of problem solving?

In a lean context, problem solving can be distilled into two simple questions:

  • What is the problem and how did it happen?
  • How can we make sure that it doesn’t happen again?

The 8D, or eight disciplines methodology, is a problem solving process – most likely one of the most widely used problem solving processes out there. It is used by many different countries, in many different industries, and many different organizations.

8D is designed to help you put out those fires, and make sure they don’t happen again.

In this article, I’ll introduce you to the 8D problem solving methodology and provide you with an outline of the basic process that you can hopefully apply in your own business, plus how you can enhance 8D with other tools and methodologies like Six Sigma, FMEA, and Process Street.

Here’s what I hope you’ll take away after reading:

Let’s begin with the origins of 8D – what is it, and where did it come from? Continue Reading

How to Be Productive: Use a Powerful Productivity System

how to be productive how to use a productivity system

This post is a collaboration between our Process Street Team and Corey Fradin, Founder of QuickBooost. Exploring topics like productivity, time management, and goal setting, QuickBooost helps you better utilize and take control of your time.

The pursuit of productivity is often simplified to a hero’s fable involving the conquest of willpower; the reality might be more about the systems we build around our work, and the clever things we do to make work easier.

You only have 24 hours in a day. You can reduce the problem of productivity to: How many tasks can I get done in that 24 hour period?

What you choose to do with your time – which tasks you prioritize, which you choose to delegate, which you choose to automate, all of these factors are directly the result of the productivity system you build around your work.

You already have a productivity system, you just might not realize. Even if you don’t feel productive, you can still look at what you’re currently doing and understand it in terms of some kind of system.

What that means is, you can break the situation into parts, like your goals, objectives, strategies, and tactics; how all of these things work together amounts to your productivity system.

Take for example David Allen’s Getting Things Done methodology. The GTD method is basically the idea of achieving mental focus by writing down your main tasks, and figuring out how you can break them down into smaller, more immediately actionable tasks.

This is a type of productivity system.

So, in this article, we’ll be looking at:

In essence a productivity system is a lot like a straightforward process that helps you break down your workload into smaller, more manageable chunks, and ultimately do more work, more efficiently.

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How to Create A+ Content with a Content Development Process

Content Development

Content marketing. Content strategy. Content… development? 🤯

There are so many content-related words buzzing around the world wide web.

Confused?

I don’t blame you.

However, any marketer or content creator worth their salt will know that content development is not a process to skimp out on.

That’s why, in this article, I’ll be discussing – and all in plain terms – what content development is and why it’s important. Plus, I’ll provide you with a content development process that’ll ensure you’ll research, create, edit, and promote stellar content audiences will want to engage with. Every. Single. Time.

Simply read through the following sections to get the complete low-down on content development:

Ready to become content with your content?

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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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