To do lists shouldn’t take hours to set up, nor should they be complicated. Every second you spend setting up your task list and preparing for the work ahead is time wasted instead of getting out there and eliminating items from your schedule.
You should be able to jot down your tasks, have just enough flexibility to work how you need to, and then get on with it. After all, aren’t to do lists meant to help improve your productivity?
Well, we here at Process Street decided to save you even more time by providing you with your ultimate to do list template list, including printables and interactive schedules.
You need a way for your teams’ processes to be done right, done on time, and documented in a way that allows those processes to be improved over time. So you come to Process Street, which enables anyone in your organization to execute each process with consistency, visibility, and accountability.
By now you’ve experimented with some of the pre-made workflows. Maybe you’ve even built a few yourself. You’ve seen what’s possible when it comes to capturing your core processes and sharing them across your company.
But are you getting the most bang for your buck?
In this post, I’ll cover the top 11 features of Process Street workflows and how to use them to optimize your own processes and become a master of modern process management.
If there’s a particular feature you’re interested in, feel free to skip ahead:
We’ve all been there: an hour and a half into a 45-minute meeting. You’re trying to reach a consensus but as one department makes a suggestion, the next disagrees.
Customer success insists the next product should be geared towards students; sales thinks their parents are a better demographic. Content marketing started out by spitballing potential names until someone brought up the latest Process Street post and they all got sidetracked discussing whether it’s better to use odd or even numbers in a post title. Social marketing is scrolling through newsfeeds and graphic design isn’t even sure what they’re doing in this meeting at all.
It should have been simple: get everyone together, brainstorm ideas, then form a game-plan and timeline to use moving forward. Except no one can agree on anything and, at this rate, the only accomplishment the meeting will have made is wasting everyone’s afternoon.
Group decision-making is complicated. Fortunately, there are processes for that.
You may have already read our post on DECIDE, which is a great decision-making process for individuals. However, what works for an individual does not necessarily translate to a group. In this post, I’m going to introduce you to one of the most popular group decision-making frameworks: DACI.
The DACI (Driver, Approver, Contributors, Informed) decision-making framework is a set of processes geared toward doing just that. As a variant of the RACI (Responsible, Accountable, Consulted, Informed) responsibility matrix, DACI’s emphasis on decision clarity for complex projects often makes it the go-to framework for product managers.
That’s a lot of acronyms all at once, huh?
Don’t worry. We’ll take it slow – or you can jump straight to the point:
What’s the difference between a winning grant proposal and a losing one?
Grant funding today is more difficult to obtain than ever before. A recent National Institute of Health (NIH) report showed that out of 50,000 grant applications, only 10,000 were given funding. That’s only 19%, which has fallen from 33% in the last 15 years.
A lack of Government funding, fierce competition, and poor grant writing skills.
We can’t do anything about the Government funds. We can do little about fierce competition. We can, however, do a lot about poor grant writing skills.
From completing complex grant applications to writing tip-top proposals, we’ve created the following eight templates to hone your grant writing skills.
If you’re in a hurry, go ahead! Click on the links below to jump straight in!
When presented with state-of-the-art SEO methods and swish social media platforms, it is easy to dismiss newsletters from your marketing strategy. But what if I told you, by doing so, you are missing out financially?
66% of email marketing involves newsletters. This makes newsletters the top email marketing method.
Keep that statistic in mind, as I fire another interesting fact at you. 59% of business to business marketers state that email is the most effective channels in regards to revenue generation. We know that email marketing is predominantly newsletters (66% of it). Can we not infer the huge revenue potential email newsletters have for your business?
In light of this, Process Street has gathered 20 newsletter templates. Each template provides the backbone structure to ease the creation of your newsletters.
Besides these 20 newsletter templates, Process Street also provides a newsletter template process. This process guides you, increasing the efficiency of your newsletter creation process.
Treat this article as an all-encompassing platform, designed to help you create your email newsletter. We have structured this article into the below subheadings:
Why do you need email newsletters?
How do you write an email newsletter?
Process Street’s newsletter template process
20 top newsletter templates
Scroll down for more information on the templates provided, or access them via the quick links below:
There are numerous features of Process Street that make the platform as useful as it is for managing recurring workflows and processes.
Beyond the ability to create process checklists, features such as form fields, rich media, conditional logic, real-time tracking, and the ability to set up automation with 1000+ other applications, provide a huge amount of value.
In this post, we’re going to take a closer look at one feature in particular: form fields.
An essential component of our software, form fields allow users to safely store important data that can then be automatically passed to and from other tools in your tech stack.
The goal of the post is to show you how you can name your form fields so that they are as effective as possible when used by other team members, as well as suppliers and customers who may be interacting with your checklists.
First, I’ll run through a brief overview of form fields, the various different types, and what value they provide. Then we’ll take a quick look at some typical use cases that will give you a better idea of when they are used, before going through a set of naming best practices with examples.
PPC has become one of the most profitable customer acquisition methods for businesses. With the massive audience reach available through giants like Google and Facebook, this only makes sense. However, not having a strong PPC management process could be dramatically impacting your managed campaigns’ ROI.
It can take months and countless hours to put together a strong process to handle all your PPC efforts. Not only do you need to design it so that you can understand each step, but it also must be structured so someone else can step in and know how to do it.
We spent the last few months doing the heavy lifting for you. We put together the 6 most important PPC management checklists that every paid acquisition manager or specialist should use.
“The secret of getting ahead is getting started. The secret of getting started is breaking your complex overwhelming tasks into small manageable tasks, and then starting on the first one.” – Mark Twain
This is why we’ve created 11 checklists to guide you through your accounting processes.
Using the checklists
You don’t need to be a CPA to create a balance sheet or an invoice. Our checklists enable anyone to perform accounting activities, and as you go through you’ll see the different steps explained where necessary. This way, you know what you’re doing and why you’re doing it.
Strangely enough, I came into the content writing world from a sound engineering degree. While I stuck with it for the full three years, after a while I turned back to what I always enjoyed in college – writing.
When there weren’t enough essays to write, I got whatever writing work I could online, and, after three years of (unrewarding) jobs and about three hours of sleep, I graduated today (applause) with knowledge of two things: writing and audio.
Now I can write about things I like, and that’s what we’re bringing you here. The first checklist I wrote for Process Street – The Podcast Publishing Checklist – along with three more written by the fantastic James Schramko from SuperFastBusiness – a man I can truly say knows his stuff about sound.
Not only do you have to create an accurate estimate of how much everything will cost, but you have to do so as quickly as possible to have the best chance of securing the customer.
You don’t want to waste time filling out forms when you could be working, but any mistakes can severely damage your chances of getting the sale (if the estimate is too high) or even ruin your reputation (if the estimate is too low).
That’s why we here at Process Street have created and gathered these 14 free estimate templates.
Instead of having to create your own job estimate form, all you have to do is look through the templates below and see which one you like best. All serve the purpose of giving your clients a professional job estimate document, but allowing you to just fill in basic details instead of creating each document from the ground up.
Just head for one of the following sections and make your pick: