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Ultimate SOP Guide: Standard Operating Procedures Made Easy (Free Templates!)

sop templates

SOPs (often pronounced S-O-P) are basically just another way to think about processes. Specifically, with a focus on formally defining the best way of doing something.

In business terms, that means saving time and money by building a clear, concise set of instructions for all of your internal processes. Policies (or standards) are important too; SOPs are kind of like a hybrid of policy and procedure.

Traditionally, SOPs were useful in principle, but often suffered from being difficult to maintain and crucially, hard to enforce. What good is an SOP if it lives its life sat on a dusty stack of paper forms? Your SOPs should be actionable, and that’s where BPM software like Process Street comes in.

If you understand how to build, maintain, and optimize SOPs with software, you can supercharge your standard operating procedures.

In this article, we want to give you everything you will ever need to know about SOPs, including:

Each section will be as concise as possible, with links out to further reading wherever appropriate. Let’s start with the basics.
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ISO: Everything You Need to Know (Ultimate Guide + Free Templates)

isoISO means standards. A standard is just a set of requirements, decided by experts, for doing something specific.

A lot of standards exist under the banner of ISO, for all sorts of things, from quality management, to environmental and social responsibility guidelines, to how to design medical devices.

They’re useful because they help you to write good processes; how to structure, organize, implement, and improve on them.

At the heart of ISO is the principle of systematizing your approach to process management in your company – simple as that! You might be scared of ISO, but there’s really no need to be intimidated. What’s more, recent changes have made it easier than ever to get started with ISO standards.

In this Process Street article, we’ll look at everything ISO, including (but not limited to):

Let’s start with the basics. What exactly is ISO?
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7 SOP Examples: Essential Templates to Make SOPs Simple

sop example templates

Whether it be for employee onboarding or adhering to ISO guidelines, standard operating procedures (SOP) are an integral part of making sure your company runs smoothly, stays organized, and ensuring your team consistently follows protocol.

But, where do you start if you’ve never documented your company procedures before?

It can be intimidating when you’re first beginning to build your standard operating procedures.

That’s why we’ve built four SOP example templates, to give you a clear and easy-to-follow framework to be able to easily build your own procedures from start to finish.

This post is all about SOP innovation. Using Process Street, you can create SOPs in new, more efficient ways.

Here’s a breakdown of the article:

Let’s take a look at some SOP example templates to begin with. Continue Reading

The Secret to IT Service Management: The ITIL Service Lifecycle

ITIL Service Lifecycle

What do Sony Ericsson, the UK Passport Agency, MT Gox, and Knights Capital all have in common?

They’ve all suffered massive financial and reputational losses following the mismanagement, or non-existent management, of their new and existing IT services.

  • Major mobile phone operator, Sony Ericsson failed to renew one of their certificates and left 32-million people unable to use their mobile phones for a WHOLE DAY.
  • The UK Passport Agency failed to test its new computer system and left half a million British people without a passport in the UK.
  • Japanese bitcoin exchange, Mt. Gox, failed to spot several weaknesses in their software systems which enabled hackers to STEAL over 850,000 bitcoins.
  • Knight Capital Group, one of America’s largest traders, failed to spot a major bug in their trading software which cost them $440 million.

What could they have done to avoid these embarrassing, not to mention financially crippling, technical disasters?

Implemented an IT service management system, like the ITIL Service Lifecycle.

Which, coincidentally, is what this post is all about.

By the time you’ve finished reading this Process Street article, you will have answers to the following questions:

Ready? Let’s make a start…

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PDCA: How to Eliminate Error in Your Processes and Products

pdca

Product defects can range from benign to deadly. The Ford Pinto, for example, caused up to 180 deaths and many more disfigurements before being recalled due to fuel tank safety defects.

Ford’s resulting loss of reputation (especially because they had known about the issue and failed to take action) and money in lawsuits is something nobody wants to deal with. Errors and defects thus should be identified and dealt with as soon as possible.

That’s why this article from us here at Process Street will take a look at PDCA – the continuous improvement cycle dedicated to doing just that.

We’ll cover:

Enough talk, let’s dive right in!
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Corporate Sustainability: Using System Thinking to Solve a Global Crisis

Corporate Sustainability Using Systems Thinking to Solve a Global Crisis-10

90% of the largest companies are filing sustainability reports, with 80% of mainstream investors considering environmental, social and governance information when making decisions.

Understanding and practicing correct corporate sustainability strategies has never been more important.

In this article, we at Process Street explore what corporate sustainability is, taking a system thinking approach to acknowledge the complexity of the problems.

We then turn our attention to top business owners and employees across the globe, asking the question: How are you managing sustainability in your business day-to-day?

Here you are provided with our top 5 never-before-seen best practices to achieve corporate sustainability.

But before that, we begin this article with Process Street’s 6 leading corporate sustainability templates, which you can access for free.

Click on the relevant subheader below to jump to that section. Alternatively, scroll down to read what we at Process Street have to say regarding corporate sustainability.

Let’s jump straight to it!
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FSSC 22000: How to Ensure You Have a Robust Food Safety Management System

FSSC 22000

Bread. Beer. Bacon. *Homer Simpson voice* Mmm, bacon…

No matter what tasty food product your business is creating (or helping to create), a robust food safety management system is essential.

Why?

Because without one, you could be exposing your food to risks and hazards that are both life-threatening for your consumers (420,000 people die each year due to contaminated foods), and business-destroying for you. Plus, by not having a food safety management system in place, you’ll lose pivotal trade opportunities with others in the food industry.

To ensure you have a food safety management system in place – and that it’s up to scratch – there’s FSSC 22000.

In this post, you’ll discover what FSSC 22000 actually is, why it’s so important, how a GFSI recognized certification will benefit you, and how Process Street can help with it all.

Make your way through the following sections to get clued up:

Now, it’s time to taco about FSSC 22000 and food safety! 🌮

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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 to Build a Remote Agency That Runs Like a Machine

how_to_build_processes_for_your_remote_agency_that_runs_like_a_machine

This is a guest post written by Alexis Humphrey. Agency owner turned business coach, Alexis Humphrey is on a mission to help freelancers and agency owners maximize their potential by showing them how they can earn more and work less so they can create a life they love. Connect with her on Linkedin or join her private Facebook group.

Steve Jobs built his empire around one clear principle – simplicity is the ultimate sophistication.

In his own words:

Simple can be harder than complex: you have to work hard to get your thinking clean to make it simple. But it’s worth it in the end because once you get there, you can move mountains.” – Steve Jobs, Apple’s Steve Jobs

And Warren Buffet agrees…

What does Buffet look for when he invests in a business?

The answer: Something that is simple and reproducible, like Coca Cola, McDonalds or Gillette. These businesses work like machines – the production process is repeatable, and the output is always the same.

In this Process Street article, you will learn how to fine-tune your service-based business into simple and reproducible processes, building a remote agency machine.

This transformation requires consistency and the consistency of processes. With Process Street, this consistency becomes easily attainable. Learn how to set up Process Street processes and establish a solid ground to build your remote agency machine. A remote agency that works on automation, documented processes and requires very little of your time. A remote agency that brings in money, whilst you lay back sipping pina colada’s on a Brazilian beach.

Sound appealing?

Of course it does.

Click on the relevant subheaders below to jump to that section. Alternatively, scroll down to read all we have to say.

Let’s get started!
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Call Center Software: The Secret Behind Call Center Success

Call center software

Call center agent: “Ok Brenda, can you please close all windows and then restart your computer”
Brenda: “Ok, no problem”
2 minutes later…
Brenda:“Ok, that’s done. Do you want me to close all the doors too?”

Even in the current digital climate, the majority of people (not just the Brenda’s of this world) still prefer being assisted by phone.

In fact, a study by Harvard Business Review found out that 57% of customers move from the web to the phone when they need support. Not only that, but the global call center software market size was valued at $18.1 billion in 2019 and is expected to reach $72.3 billion by 2027.

I don’t know about you, but these statistics were a shock to me.

With the stigma attached to call centers and the introduction of Live chat, forums and IM platforms, I thought call centers were dying a slow and painful death?

This couldn’t be further from the truth. They’re back! Better than before and here to stay, thanks to call center software.

Join me on a journey of discovery where we will look at the following topics to find out how call center software has brought call centers back from the brink:

Ready to go?

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