All posts in Processes

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 conversiō 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 conversiō.

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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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 à 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

Image showing the introduction to an article titled, "The Ultimate Risk Management Guide: Everything You Need to Know"

Organizations face a wide array of uncertainties that can disrupt operations, threaten profitability, and damage reputation. Whether it’s market volatility, technological disruptions, or regulatory changes, the ability to anticipate, assess, and mitigate risks has become a crucial part of successful management. This is where risk management comes into play.

Risk management is the structured process of identifying potential threats, evaluating their likelihood and impact, and developing strategies to minimize or eliminate their adverse effects.

By integrating risk management into their decision-making processes, organizations can not only safeguard their assets but also seize opportunities that arise from taking calculated risks.

In this article, we explore the fundamentals of risk management, its various types, and why proactive risk mitigation is essential for businesses to thrive in uncertain times.

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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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How To Write Follow Up Emails: Templates, Processes, and Guides

In 2018, we saw more than 3.8 billion email users worldwide. 3.8 billion and increasing. That is almost half the worlds population on email.

From this statistic, Process Street gives to you both good news and bad news. The good news is that you have a fantastic method to communicate with your customers.

The bad news?

Business and consumer emails sent and received per day will exceed 293 billion in 2019, which is forecast to grow to over 347 billion in 2023.

Email after email multiplied into the billions loses your line of communication to the spam folder.

How do you make sure your emails are noticed and stand out from this crowd? The answer, by sending follow up emails.

In this Process Street article, we will look at the basics of follow up emails. We provide email templates to help you get started and processes for follow up email campaigns.

We will help you stand out.

In this article you’ll find:

  • Who needs a follow up email?
  • How to write a follow up email.
  • Why do you need to write follow up emails?
  • Five follow up email templates.
  • How to write an email campaign.
  • How you can use Process Street to help your email campaign.

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ISO 19011:2018 Basics (8 Free Management System Audit Checklists)

internal audit

What exactly is an “audit“?

The International Organization for Standardization defines it as:

“[the] systematic, independent and documented process for obtaining objective evidence and evaluating it objectively to determine the extent to which the audit criteria are fulfilled.” – ISO, from ISO 19011:2018 – Guidelines for Auditing Management Systems

That’s another way of saying someone takes a look at what you’re doing, gathers some evidence, and compares that evidence to what you’re supposed to be doing (in other words, a set of clearly documented requirements).

In the case of ISO, these requirements are known as standards. ISO 9001 is a standard. ISO 14001 is a standard.

Importantly, this understanding of audit implies that there are a few main things being considered by the auditor:

  • What’s documented by the company (e.g. internal processes, policies, and SOPs)
  • Evidence gathered to support how these policies, procedures, and SOPs are implemented in practice
  • The requirements defined by the ISO standard being audited against (e.g. ISO 9001)

Audits performed by companies to assess and analyze their own management systems are known as internal audits. Many resources for guiding companies on how to perform internal audits exist, and foremost of these is the ISO 19011 standard.

For most management system standards, internal audits are an important requirement. Even guideline standards like ISO 26000 for social responsibility depend on reports to evidence the success of their implementations.

As such, ISO 19011 defines a set of guidelines; a framework for companies to plan, implement, and improve upon their audit programs, for auditing the implementation of management systems.

Since the first edition of ISO 19011 was published in 2002, many new management system standards have been published.

These standards often share a common structure, including certain requirements, terms, and definitions being used. That means ISO 19011 can be used to devise highly economic audit programs, wherein knowledge and processes can be shared and applied across various management systems.

By considering how they might take a broader approach to management system auditing and integration, companies implementing ISO management systems stand to save time, money, and confusion when preparing for and implementing internal audits.

The goal of this post is to provide a spring-board for understanding ISO 19011, and how to get started with internal ISO auditing. In this post, I’ll cover:

  • What is ISO 19011
  • 7 principles of ISO auditing
  • Different types of ISO audit
  • Key elements of an ISO audit
  • 8 free ISO audit templates

If you just want the free ISO audit templates, then here they are:

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