All posts in Project Management


What is Scrumban? The Best Parts of Scrum and Kanban

scrumban
507 blog posts.

That’s how many items our team has created, edited, and published since implementing Scrumban.

Before we set up our system, we were mostly scrabbling to get items together from week-to-week, without knowing what we’d be working on next.

Now, we’re always 3 weeks ahead of our publishing calendar, have built our blog to over 130,000 subscribers, and have expanded our team by over 300%.

That’s why we here at Process Street will take you through this (practically new) method for managing your team and projects.

We’ll cover:

If you want a sneak preview of how we’ve deployed Scrumban, I’ll give you a hint. It’s got something to do with the Sprint Planning checklist below (which you can grab for free!)…

Let’s get started!
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How to Use a Project Tracker to Keep Projects Profitable

project tracker

🟢✅ Bonus material: Project Management Template + Checklist to keep on top of your projects

I’ve got bad news.

Statistics show that no matter how hard you try, your project is probably going to fail.

To be a little more specific, only 2.5% of companies complete their projects 100% successfully.

Failure is an unavoidable part of any project process” – ProjectManager, 5 Notorious Failed Projects & What We Can Learn from Them

Yet the cost of project failures is staggering. Failed IT projects alone cost the United States around $150 billion in lost revenue and productivity. And it’s frightening! Failure scares us all.

But, the good news is, failure, and how it affects you and your project’s overall success and profitability is controllable. If you can catch, or even predict, failures early enough, you can execute damage control measures and prevent them from completely derailing your project and its profitability. You can even use them to improve your project.

How can you catch or predict failures early?

By using a project tracker.

A project tracker is a snapshot of your entire project. It gives you and the project team a clear picture of how the project is performing, where the weak spots are, and which areas need the most attention.

Let me explain this concept further by taking you through the following topics in this Process Street article:

Let’s get going!
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6 Types of Project Proposals That Get Approved (and How to Write Them)

project proposal - header

🟢✅ Bonus material: Grant Proposal Template + Checklist to help you secure funding

Project proposals are how you can get management to act on your ideas. They’re the bottom-up version of a project request form.

They are how you can influence your company’s future.

Writing a project proposal isn’t rocket science, but it is a vital skill for being able to successfully pitch projects that you know will benefit your team and business as a whole. Casual conversations aren’t enough – you need to give a formal document that addresses concerns before your manager, CEO, and stakeholders have a chance to voice them.

Plus, having a set template for writing a proposal gives you a document which you can reference throughout the entire project. Instead of having to rely on notes and your vague memory of a water cooler conversation, you have set instructions to follow, and a defense against anyone who says that the project isn’t worth it.

It’s a great example of effective business process management – if anyone questions you, you can show them the project proposal and say “this was approved, and so this is what we’re going to do”.

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How to Perform a Root Cause Analysis (Free Template)

root cause analysis

If you’re chronically ill, pain medication will help but not solve the issue. Just like if you’re experiencing abnormally high customer churn, the last thing you want is to spend all your time firefighting.

You need to find the cause.

That’s exactly why root cause analysis is a vital process. It helps you to understand the causal focus and underlying issues behind your biggest business problems.

For example, Eastman Chemical‘s customer complaint numbers were cut in half after conducting a logic tree root cause analysis to pinpoint their deeper issues. Clipper Windpower saved $1 million in lost revenue by identifying the underlying causes of their turbine malfunction.

In this Process Street article, we have a root cause analysis template for you to follow. Our aim is to give you a comprehensive overview of the root cause analysis process, from a simple introduction and break down of the key principles to when and why you’d want to perform a root cause analysis.

We’ll be covering:

Let’s take a quick look at the root cause analysis template.
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How to Write a Proposal and Get What You Want (Free Templates)

how to write a proposal

🟢✅ Bonus material: Simple Proposal Format Template + Checklist to help you get started ASAP!

A proposal has a lot of different purposes, but there’s only one good way to write one: the way that pulls together all of the information in a concise and persuasive way and helps you get what you want … whether that’s a whole new software system, or just a tweak to your marketing strategy.

This Process Street article isn’t about a business proposal — also known as a quote — but instead about the document required when formally pitching an idea for action and execution by managers or department heads.

To explain how to write a proposal document and get what you want, we’ll go through the following:

Let’s get started.

process street banner green final

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12 Free Proposal Templates: The Only Way to Win Business

Proposal templates

How many proposals do you submit, on average, per month?

Five? Ten? Fifteen? …More?

And out of those, how many do you win?

Zero?… One?… Maybe two if you’re lucky?

The U.S. Department of Transportation’s TIGER grant program accepted less than 10% of eligible grant applications” – CDN2, Four Types of Grant Funding

Hearing “No” after “No” after “No” is devastating, disheartening and downright depressing.

Where are you going wrong? How can you improve? What in God’s name do you need to do to get a YES?!

If you’re looking for ways to create a blinding proposal that will flatten your competitors, dazzle your prospective buyers, and result in a long-awaited YES from a panel of reviewers, you’ve come to the right place.

All you need is ten minutes and the following 12 free proposal templates:

If you don’t have ten minutes, feel free to dive straight into these winning proposal templates:

Or, if you’re curious, take a sneaky peek at the website proposal template to give you a taste of what’s to come!

These are the topics we will cover in this post:

Ok, let’s go!

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How LA Creative Technologies Uses Process Street to Streamline Client Onboarding, Offboarding and Project Management

How LA Creative Uses Process Street to Streamline Client Onboarding, Offboarding and Project Management-10

LA Creative Technologies uses Process Street to streamline operations, with particular focus on (but not limited to) client onboarding, offboarding, and project management procedures.

With process automation and cloud process documentation solutions, Process Street has allowed LA Creative Technologies to productively, effectively and efficiently manage their remote team, and complex procedures.

We spoke with LA Creative’s Founder and CIO Josh Weiss to find out how they are using Process Street for client onboarding, offboarding and project management. We then opened the floor, accepting questions brought forth by our webinar listeners. Here’s what we found out.

Click on the relevant subheader below to jump to that section. Alternatively, scroll down to find out all Process Street and LA Creative Technologies have to say.

Let’s get started.
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How to Handle Workflow Approval (Without the Hassle)

workflow approval

Workflow approvals are a bottleneck of the worst kind.

Projects get delayed waiting for approval, and those reviewing the work spend more time searching for the piece than they do reviewing it.

Professionals take 18 minutes on average to locate a document manually––20% to 40% of their time––and spend 50% of their time searching for information.” – Ashish Deshpande, 50+ Key Statistics to Help You Automate Smarter in 2020 and Beyond

That’s where we here at Process Street come in.

We know how important it is to have an effective method for organizing your workflow approvals. Heck, everything our content team does goes through at least two rounds of review before it goes live.

Check out task five in the following free process template for a snapshot of how we handle workflow approvals with Process Street!

That’s why today we’ll be covering:

Let’s dive right in.
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Service Level Management: How to Manage SLAs and OLAs Masterfully

Service Level Management

When defining, documenting, and delivering services to customers, it can be a little difficult (read: incredibly taxing) to keep on top of everything.

As Philipp Unterharnscheidt and Axel Kieninger at the Karlsruhe Service Research Institute both say:

“IT services supporting business operations are an increasingly critical factor for business success today (Guldentops 2003). The management of service quality, which is the central objective of Service Level Management (SLM), however remains a major challenge for many companies.”Philipp Unterharnscheidt and Axel Kieninger, Service Level Management – Challenges and their Relevance from the Customers’ Point of View

To help companies keep on top of things – and manage their services, service levels, and SLAs and OLAs masterfully – there’s service level management.

This may be the point where you’re thinking “But what, exactly, is service level management? What are the benefits of it? The best practices so it’s done properly? And how would Process Street even help with service level management?”

Worry no more, reader. You’ve come to the right place.

Just read through these sections to get to grips with service level management:

Let’s dive straight in. ⬇️

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17 Service Level Agreement Examples to Track Your Service Management Metrics

service level agreement

In today’s business environment where managed services are constantly being outsourced, creating a concise, official document outlining the terms of an agreement between the client and service provider is critical to setting the foundations for a trustworthy and ultimately fruitful relationship.

“Service-level agreements, amongst other things, bolster trust in and between organizations – making it clear what needs to be done, to what standard, and when.”Adam Henshall, What is an SLA? How to Use Service-Level Agreements for Success

It’s simply an essential component that requires care and attention.

As you may well have already noticed and perhaps even put to good use, Process Street has been creating some excellent content for those of you looking to create first-class service level agreement’s in quick and easy fashion.

For a comprehensive introduction into what an SLA is, exactly what one consists of and why you need them, have a read through the following article:

If you are already familiar with the fundamentals of SLAs and are looking for guidance on how to create and edit one for your organization, you’ll find this post useful:

Bear in mind that the article referenced above also contains a free, easy-to-use Process Street template from which you can create as many service level agreements as you like.

And that’s what this post is all about – providing free, easy-to-use examples in the form of practical templates.

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