All posts in Processes

Internal Audit Basics: What, Why, and How to Do Them (5 Audit Checklists)

internal auditCan you prove your team’s performance?

How do you know for certain that nothing is being missed?

The answer is simple; you perform an internal audit.

We here at Process Street know how difficult it can be to keep track of your internal workings. Short of documenting and tracking everything (which can be a hassle) it’s easy to lose track of the risks posed to your organization.

That’s ignoring how hard it can be to track whether your teams are performing their duties correctly.

That’s why this post will dive into everything you need to know about internal audits. These are practices that let you get an objective assessment of various elements of your company, such as this ISO 9001 process.

We’ll cover:

Let’s dive in.
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Review Management: How to Win Business and Influence Customers

Review Management

Everyone who works here is a jerk. It smells terribly bad and the manager is an a**hole.” – Vanessa, TrustPilot

As a business owner, how would you respond to this review? Fight back and tell the customer they’re wrong? Ignore it and hope it goes away? Or apologize profusely and kill them with kindness?

In a world where 70% of consumers look at multiple review sites and read a whopping 10 reviews before choosing a local business, review management needs to be a crucial part of your business success plan.

But with 63% of businesses not checking or responding to their online reviews, we at Process Street, have written this post to help you understand the impact and importance of managing your online reviews.

This post will tell you everything you need to know about review management, including the following topics:

We will also give you access to 14 super-charged templates that will actively help you manage your online reviews. If you’re in a hurry, feel free to jump straight into them:

If you’re curious about what these templates look like, check out this embedded Social Listening Strategy Process Checklist here, or scroll down to find them all embedded.

But if you’ve got time, grab yourself a cuppa and let’s get started!

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How Asking ‘Why?’ 5 Times Can Potentially Save Your Business (Free 5 Whys Template)

5 Whys Template

Business-related problems not only crop up constantly, but they can also have massively negative impacts if not resolved promptly.

In fact, problems related to cash flow are why 82% of small businesses fail.

The good news is there’s a nifty way to get to the bottom of roadblocks quickly: 5 Whys.

According to Sakichi Toyoda, the founder of Toyota Industries and inventor of 5 Whys, asking ‘why?’ 5 times can help you get to the root cause of the issue or problem you’re facing.

In this post, you’re going to learn more about the 5 Whys process, why it’s so beneficial, and you’ll even get your hands on a 5 Whys template, courtesy of Process Street.

Read through these sections to get the complete lowdown:

So, why are you waiting around?

It’s time to become a pro at finding out why problems occur!

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Operational Level Agreement (OLA): The SLA’s Kick-Ass Sidekick

Operational Level Agreement

Let’s face it.

Delivering stellar services to customers and clients can be tough.

And with villains such as poor communication, stress, and human error constantly rearing their ugly heads, it makes that job even harder.

In fact, a study by Quantum Workplace found that more than 80% of people thought miscommunication happened very frequently, frequently, or occasionally in the workplace, while Identity Guard uncovered that the average American employee makes 118 mistakes per year.

So that mistakes are quashed, miscommunication is thwarted, and that everyone is on the same page so the objectives, targets, and goals defined in your service level agreements (SLA) can be upheld, an OLA is the answer.

An OLA is to the SLA what Robin is to Batman. Superboy to Superman. Chewbacca to Han Solo. And by reading through the following sections in this Process Street article, you’ll discover why an OLA makes for a kickass side-kick:

Now, don your cape and let’s fly through this post! ⚡️
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Video Review: How to Give Effective Feedback

Video Review

Videos are a powerhouse when it comes to marketing, explaining your product, and much more.

Heck, when users are spending 88% more time on websites that have videos, you can see their power just in terms of retention.

Unfortunately, it’s hard to request or create effective videos if you don’t have experience in the field. Terms can be confusing, and video producers might struggle to act on the feedback you give if you don’t know how to communicate the message effectively.

That’s why it’s vital to know how to perform an effective video review; there’s an art to it.

At Process Street, we’ve gone through the hard work of learning how to review videos and give actionable comments. That’s why I’ll be showing you how to do just that., including:

Let’s get started.
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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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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

Approvals are everywhere. If you’ve worked on any project involving any kind of deliverables, chances are you’re all-too-familiar with the approval process (or rejection process, depending).

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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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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