{"id":16515,"date":"2019-02-17T11:09:17","date_gmt":"2019-02-17T11:09:17","guid":{"rendered":"https:\/\/www.process.st\/templates\/iso-9000-marketing-procedures\/"},"modified":"2024-02-28T22:22:49","modified_gmt":"2024-02-28T22:22:49","slug":"iso-9000-marketing-procedures","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/iso-9000-marketing-procedures\/","title":{"rendered":"ISO-9000 Marketing Procedures"},"content":{"rendered":"<section id=\"how-to-use-this-template\">\n<h2>How to use this template<\/h2>\n<div class=\"text-content\">\n<p>This template is designed to help you easily build <a href=\"https:\/\/www.process.st\/writing-standard-operating-procedures\/\" rel=\"nofollow noopener\" target=\"_blank\">standard operating procedures<\/a> which adhere to ISO-9001:2015 Quality Manual<\/p>\n<p>Add this template to your organization in Process Street and you can export it as a PDF once you have completed it.<\/p>\n<p>You can find the structure version of this template without the example copy here:<\/p>\n<ul>\n<li><a href=\"https:\/\/www.process.st\/templates\/iso-9000-structure-template\/\" rel=\"nofollow noopener\" target=\"_blank\">ISO-9000 Structure Template<\/a><\/li>\n<\/ul>\n<p>Throughout each section, you will find example policies and procedures for the fictional digital marketing agency Brightstar Marketing. You can select \"Edit template\" to change the text within each section.&nbsp;<\/p>\n<p>You are able to add new text, images, and subchecklists into this template by using the widgets on the right-hand side of the editing screen.<\/p>\n<p>This quality mini-manual containing policies and procedures can be utilized by organizations of any size. This mini-manual is designed to work for companies which need to be adherent to ISO and for those which don't.<\/p>\n<p>The ISO-9001:2015 requirements can vary between industries. If you need to view the specific standards and differences between industries, check this page of the <a href=\"https:\/\/www.iso.org\/iso-9001-quality-management.html\" rel=\"nofollow noopener\" target=\"_blank\">ISO website<\/a>.<\/p>\n<p>More detailed information on how to work with ISO-9001:2015 can be found <a href=\"https:\/\/www.iso.org\/obp\/ui\/#iso:std:iso:9001:ed-5:v1:en\" rel=\"nofollow noopener\" target=\"_blank\">here<\/a>.<\/p>\n<p class=\"style-warning\"><em>Once you\u2019ve started work on your own mini-manual, you can delete this section.<\/em><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"introduction\">\n<h2>Introduction:<\/h2>\n<div class=\"text-content\">\n<p><span>Brightstar Marketing has developed and implemented this QMS<\/span><span> <\/span><span>(Quality<\/span><span> Management System) manual in order to document the company\u2019s standard operating procedures, improve management in the company in a general capacity, and to uphold and exceed the requirements and expectations of its customers and other interested parties.<\/span><\/p>\n<p><span>This manual meets the requirements of the ISO 9001:2015 standard. It was designed to outline the fundamental principles of structure, development, production, deployment, and updating of the company\u2019s services and products.&nbsp;<\/span><\/p>\n<p><span>The QMS process results in more efficient and effective performance, achieved more consistently and predictably because the company's workflows and processes are understood and managed as interrelated systems.<\/span><\/p>\n<p><span>Part of this process includes management of the QMS and all related processes by way of planning, testing, reviewing, and updating <\/span><span>&nbsp;<\/span><span>\u201cPlan-Do-Study-Act\u201d<\/span><span> <\/span><span>(PDSA)<\/span><span> methodology and a focus on<\/span><span> <\/span><span>\u201cRisk-Based-Thinking\u201d<\/span><span> leading to the prevention of undesirable outcomes.<\/span><\/p>\n<p><span>The manual outlines the QMS, including the relations and responsibilities of interested parties on the system. It also serves as a comprehensive guide to all standard operating procedures and processes within the scope of the QMS, in accordance with the ISO 9001:2015 standard.<\/span><\/p>\n<p><span>Internally, this manual will guide Brightstar Marketing\u2019s employees through &nbsp;ISO quality requirements and standards that must be adhered to and upheld in order to ensure sustained and continuously improving customer satisfaction.<\/span><\/p>\n<p><span>Externally, the manual is used to introduce interested parties<\/span><span> <\/span><span>(including<\/span><span> customers and external organizations) to our QMS system. It is also for them to use as a reference point to understand and familiarize themselves with the standards that have already been implemented and to assure that QMS standards are maintained with a focus on customer satisfaction and continuous improvement. <\/span><\/p>\n<p><span>The QMS manual is approved by an executive management representative.<\/span><\/p>\n<p><span><strong>Brightstar Marketing PPC Quality Manual<\/strong><\/span><\/p>\n<p><span><strong><\/strong><\/span><span><strong>Revision: <\/strong><\/span><span>03<\/span><\/p>\n<p><span><strong>Date of issue: <\/strong><\/span><span>19\/1\/19<\/span><\/p>\n<p><span><strong>Issued by<\/strong><\/span><span>: Oliver Peterson<\/span><\/p>\n<p><span><strong>Doc Number: <\/strong><\/span><span>4<\/span><\/p>\n<p><span><strong>Conforms to ISO-9001:2015<\/strong><\/span><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"amendments\">\n<h2>Amendments:<\/h2>\n<div class=\"text-content\">\n<h5>Revision and Approval<\/h5>\n<p>Revision 01 - 01\/02\/2019 - outlined initial scope - approved by Oliver Peterson<br \/>Revision 02 - 01\/06\/2019 - added procedures - approved by Oliver Peterson<br \/>Revision 03 - 01\/15\/2019 - added overview flow diagram - approved by Oliver Peterson<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"purpose\">\n<h2>Purpose:<\/h2>\n<div class=\"text-content\">\n<h4><span>Welcome<\/span><\/h4>\n<p><span>Implementation of a QMS within an organization is considered a strategic decision; a robust, meticulously designed QMS can help to improve general performance and is the groundwork for sustainable development initiatives.<\/span><\/p>\n<p><span>This document is intended as a kind of quality reference-manual<\/span><span> <\/span><span>(or<\/span><span> mini-manual) for use at Brightstar Marketing.&nbsp;<\/span><\/p>\n<p><span>It is essentially a high-level overview of all standard operating procedures in use at Brightstar, and serves as your reference point for understanding, deploying, and updating workflow processes throughout the organization.<\/span><\/p>\n<h4><span>Quality Policy<\/span><\/h4>\n<p><span><strong>How we define quality<\/strong><\/span><\/p>\n<p><span>Here at Brightstar, we are dedicated to delivering, maintaining, and exceeding the highest quality standards to our existing and growing customer base in a timely and consistent manner.<\/span><\/p>\n<p><span><strong>How we achieve quality<\/strong><strong> <\/strong><strong>(how<\/strong><strong> it\u2019s implemented)<\/strong><\/span><\/p>\n<p><span>Part of this process includes management of the QMS and all related processes by way of planning, testing, reviewing, and updating in a<\/span><span> <\/span><span>\u201cPlan-Do-Study-Act\u201d<\/span><span> <\/span><span>(PDSA)<\/span><span> methodology, with focus on<\/span><span> <\/span><span>\u201cRisk-Based-Thinking\u201d<\/span><span> leading to the prevention of undesirable outcomes.<\/span><\/p>\n<p><span>Our quality standards are designed to bring control and consistency into all of the procedures we use. Part of this control is in how we document our procedures to ensure consistency.<\/span><br \/><span>The documented information will comprise the following:<\/span><\/p>\n<ul>\n<li><span><strong>Operations Mini-manual<\/strong><\/span><span>: A high-level overview describing the policies and procedures in place to meet the standard.<\/span><\/li>\n<li><span><strong>Procedures<\/strong><\/span><span>: As part of the mini-manual, these actionable procedures as process templates within the Process Street platform constitute a unified system which contains complete Work Instructions for how to perform a process, and Forms to provide additional information and evidence to support the system.<\/span><\/li>\n<\/ul>\n<p><span><strong>Breakdown of quality assurance tools<\/strong><\/span><\/p>\n<p>When a new procedure is needed there are two approaches Bright Star Marketing takes depending on the requirements for the process to meet the strategic goals of the business. The first version could be created with an emphasis on rapid deployment at the level of minimum viable process, or it could be carefully planned in advance using the DFSS framework. Most of our activities benefit from an agile approach to process creation and we explain how our QMS holds that to high standards in the section below. DFSS is deployed in accordance with the Quality Assurance Manager.<\/p>\n<p><span>The procedure is subsequently tested and improved upon, until those final procedures deemed worthy to become a standard within the company are subject to Failure Modes and Effects Analysis (FMEA)<\/span><span> <\/span><span>(PR.<\/span><span> 21) to ensure company quality standards are met.<\/span><\/p>\n<p><span>Much of these quality assurance policies are addressed by existing practices, though they may or may not be clearly documented. Other requirements of the standard may not be addressed at all, and will need to be implemented and documented adequately.<\/span><\/p>\n<p><span>We utilize the Process Street software for storing, managing, improving, and following our processes and procedures. New processes are constructed collaboratively by the teams which use them, and are optimized using PR. 22. <\/span><span>When these processes have been approved to become company procedures, we employ PR. 21 to complete the formalization process. We utilize DMAIC to improve already formalized procedures.<\/span><\/p>\n<ul>\n<li><span>We trust our team members to understand their roles and responsibilities. When new tasks arise, team members are expected to record their activity in order to create an initial process. That process will then be informally assessed by the team. If the scope and purpose is deemed appropriate, the team nominates a member to run PR. 22. PR. 22 will continue to be run by the nominated member until it is felt the process is ready to be submitted to the QAM for approval.<\/span><span><\/span><\/li>\n<li><span>Recurring processes will be submitted for review to become company approved procedures. The most critical processes will be improved and informally assessed by the QAM. The QAM then runs the FMEA process to ensure they\u2019re up to our standard, and risks have been assessed, and they are ready to be implemented throughout our organization.<\/span><\/li>\n<li><span>For business-critical procedures, we employ the DMAIC technique, based on the Six Sigma system of process improvement. This procedure is overseen by the Quality Assurance Manager.<\/span><span><\/span><\/li>\n<\/ul>\n<p><span>We satisfy all customer and ISO 9001:2015 requirements and continue to improve <\/span><span>our processes to enhance customer satisfaction and loyalty.<\/span><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"responsibilities\">\n<h2>Responsibilities:<\/h2>\n<div class=\"text-content\">\n<h4><span>Context of the Organization<\/span><\/h4>\n<p><span>In accordance with the first step of implementing ISO 9001 requirements, the purpose of this section is to thoughtfully align the business objectives of Brightstar Marketing with the QMS.<\/span><\/p>\n<p><span>To fully understand the organization and its context, Brightstar Marketing determined the external&nbsp;<\/span><span>and internal issues that are relevant and that affect its ability to achieve intended results.<\/span><\/p>\n<p><span>Profit margins have exceeded milestones this previous quarter, and a survey of workplace happiness has yielded a worker satisfaction ratio of above 80%.<\/span><\/p>\n<p><span>Brightstar is the longest-running marketing agency in the local area. Strong internal processes are reflected in the Net Promoter Score<\/span><span> <\/span><span>(NPS),<\/span><span> and a high level of proprietary data gathered as a result of our consensual data gathering initiative over the past year positions us advantageously to potential upcoming GDPR regulation affecting EU data gathering.<\/span><\/p>\n<p><span>However, unresolved compliance issues and a number of dated internal procedures pose potential risks in the face of upcoming GDPR regulation. It has also been noted that more of our clients are opting to insource for certain compliance-related needs. In response to this, recent SWOT analysis suggests budgeting for GDPR consultant and movement towards international compliance in order to position ourselves ahead of new internal teams.<\/span><\/p>\n<p><span>Capacity for video marketing and a campaign targeting upcoming ISO standard revisions as well as promising keywords will allow us to stave competition and maintain a local market share advantage. <\/span><\/p>\n<p><span>Strategies for Knowledge Graph ranking have also been proposed, due to certain keywords being demoted by Google\u2019s preference for SERP Knowledge Graphs.<\/span><\/p>\n<p><span>Complete SWOT breakdown can be found in the SWOT analysis section below.<\/span><\/p>\n<p><span><strong>Internal issues<\/strong><\/span><span>:<\/span><\/p>\n<ul>\n<li><span>New subscription plan just launched: Premium Gold<\/span><\/li>\n<li><span>New marketing campaign just launched<\/span><\/li>\n<li><span>New hire: &nbsp;Director of Marketing<\/span><\/li>\n<li><span>Unresolved compliance issues<\/span><\/li>\n<li><span>Certain procedures yet to be updated<\/span><\/li>\n<li><span>Lack of capacity for video marketing<\/span><\/li>\n<\/ul>\n<p><span><strong>External issues<\/strong><\/span><span>:<\/span><\/p>\n<ul>\n<li><span>Competitor recently went live with product integrations<\/span><\/li>\n<li><span>Pound Sterling weakening post-Brexit<\/span><\/li>\n<li><span>Competitor targeting old keywords<\/span><\/li>\n<li><span>GPDR reduces EU data collection<\/span><\/li>\n<li><span>Increased prevalence of Google's Knowledge Graphs<\/span><\/li>\n<li><span>Client insourcing<\/span><\/li>\n<\/ul>\n<h4><span>Interested Parties<\/span><\/h4>\n<p><span>Interested parties may be customers, owners, suppliers, unions, bankers, etc. and to understand their needs and expectations, you must:&nbsp;<\/span><\/p>\n<ul>\n<li><span>Identify the relevant interested parties<\/span><\/li>\n<li><span>Determine, monitor, and review their requirements that are Relevant to the QMS<\/span><\/li>\n<li><span>Consider their expectations and needs and the impact on the ability to consistently provide products and services that meet customer, statutory, and regulatory requirements<\/span><\/li>\n<\/ul>\n<p><span><strong>Leadership<\/strong><\/span><\/p>\n<ul>\n<li><span>Johnny Locke<\/span><span> <\/span><span>(Quality<\/span><span> Assurance Manager)<\/span><\/li>\n<li><span>Sarah Glass<\/span><span> <\/span><span>(General<\/span><span> Manager)<\/span><\/li>\n<li><span>Des Hume<\/span><span> <\/span><span>(CTO,<\/span><span> Head of SEO)<\/span><\/li>\n<li><span>Jaques Shepherd<\/span><span> <\/span><span>(Marketing<\/span><span> Manager)<\/span><\/li>\n<li><span>Hugo Reyes<\/span><span> <\/span><span>(Content<\/span><span> Manager)<\/span><\/li>\n<li><span>Bill Bragg<\/span><span> <\/span><span>(Staff<\/span><span> Representative)<\/span><\/li>\n<li><span>Galen Drury<\/span><span> <\/span><span>(Director<\/span><span> of Marketing)<\/span><\/li>\n<li><span>Tanya Gardner<\/span><span> <\/span><span>(Graphic<\/span><span> Design Lead)&nbsp;<\/span><span><\/span><\/li>\n<\/ul>\n<p><span><strong>List of interested parties<\/strong><\/span><span>:<\/span><\/p>\n<ul>\n<li><span>Joe Bogan, CEO at FloatTankTech<\/span><span> <\/span><span>(seed<\/span><span> funding investor)<\/span><\/li>\n<li><span>Ellen Must, Founder &amp; CTO at Tezla<\/span><span> <\/span><span>(seed<\/span><span> funding investor)<\/span><\/li>\n<li><span>LemonTech<\/span><span> <\/span><span>(biggest<\/span><span> customer)<\/span><\/li>\n<li><span>Process Street<\/span><span> <\/span><span>(used<\/span><span> internally for workflow management and automation)<\/span><\/li>\n<li><span>Highstreet Accounting &amp; Daughters<\/span><span> <\/span><span>(outsourced<\/span><span> accounting, tax, and finance consulting)<\/span><\/li>\n<li><span>Hubspot<\/span><span> <\/span><span>(used<\/span><span> internally for CRM, inbound marketing and sales)<\/span><\/li>\n<li><span>Grey Mesa Marketing<\/span><span> <\/span><span>(biggest<\/span><span> local competitor)<\/span><\/li>\n<\/ul>\n<p><span><strong>SWOT analysis<\/strong><\/span><\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/oBlklP6VehbT2Alg3OhAjQ.png\" alt=\"Brightstar Marketing SWOT Analysis\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/oBlklP6VehbT2Alg3OhAjQ.png\"> <\/a><figcaption>\n     Brightstar Marketing SWOT Analysis<br \/>\n   <\/figcaption><\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"scope\">\n<h2>Scope:<\/h2>\n<div class=\"text-content\">\n<h4><span>Scope of the Quality Management System<\/span><\/h4>\n<ul>\n<li><strong>Planning &amp; Management<\/strong><span><\/span><\/li>\n<li>\n<ul>\n<li><span>Daily Standup Meeting Checklist<\/span><span> <\/span><span>(PR.<\/span><span> 07)<\/span><\/li>\n<li><span>Sprint Turnover Process<\/span><span> <\/span><span>(PR.<\/span><span> 11)<\/span><\/li>\n<li><span>Sprint Retrospective Process<\/span><span> <\/span><span>(PR.<\/span><span> 12)<\/span><\/li>\n<li><span>Sprint Planning<\/span><span> <\/span><span>(PR.<\/span><span> 13)<\/span><span><\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li><strong>Branding &amp; Style Guides<\/strong>\n<ul>\n<li><span>Brand Identity Design<\/span><span> <\/span><span>(PR.<\/span><span> 14)<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li><strong>Content Creation<\/strong>\n<ul>\n<li><span>Blog Pre-Publish Checklist<\/span><span> <\/span><span>(PR.<\/span><span> 18)<\/span><\/li>\n<li><span>Content Promotion Checklist<\/span><span> <\/span><span>(PR.<\/span><span> 19)<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li><strong>Graphic Design<\/strong>\n<ul>\n<li><span>Graphic Design Process<\/span><span> <\/span><span>(PR.<\/span><span> 15)<\/span><\/li>\n<li><span>Logo Design Process<\/span><span> <\/span><span>(PR.<\/span><span> 17)<\/span><span><\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li><strong>Digital Marketing &amp; SEO<\/strong>\n<ul>\n<li><span>PPC Audit Checklist<\/span><span> <\/span><span>(PR.<\/span><span> 01)<\/span><\/li>\n<li><span>PPC Daily Campaign Review Checklist<\/span><span> <\/span><span>(PR.<\/span><span> 02)<\/span><\/li>\n<li><span>PPC Weekly Campaign Review Checklist<\/span><span> <\/span><span>(PR.<\/span><span> 03)<\/span><\/li>\n<li><span>PPC Monthly Campaign Review Checklist<\/span><span> <\/span><span>(PR.<\/span><span> 04)<\/span><\/li>\n<li><span>Performance Marketing<\/span><span> <\/span><span>(PPC)<\/span><span> Keyword Competition Analysis Checklist<\/span><span> <\/span><span>(PR.<\/span><span> 05)<\/span><\/li>\n<li><span>New Facebook Ads Creation Checklist<\/span><span> <\/span><span>(PR.<\/span><span> 06)<\/span><\/li>\n<li><span>SEO Checklist: The Keyword Research Process<\/span><span> <\/span><span>(PR.<\/span><span> 08)<\/span><\/li>\n<li><span>Google Analytics Audit<\/span><span> <\/span><span>(PR.<\/span><span> 09)<\/span><\/li>\n<li><span>Technical SEO Audit<\/span><span> <\/span><span>(PR.<\/span><span> 10)<\/span><\/li>\n<li><span>New Affiliate Onboarding<\/span><span> <\/span><span>(PR.<\/span><span> 20)<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li><strong>Process Optimization<\/strong>\n<ul>\n<li><span>Intro to FMEA Template: Failure Mode and Effects Analysis<\/span><span> <\/span><span>(PR.<\/span><span> 21)<\/span><\/li>\n<li><span>Process for Improving a Process<\/span><span> <\/span><span>(PR.<\/span><span> 22)<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li><strong>Accounting &amp; Finances<\/strong>\n<ul>\n<li><span>Creating an Invoice<\/span><span> <\/span><span>(PR.<\/span><span> 16)<\/span><\/li>\n<li><span>Accounting Onboarding Procedures<\/span><span> <\/span><span>(PR.<\/span><span> 23)<\/span><\/li>\n<li><span>Expense Management Process<\/span><span> <\/span><span>(PR.<\/span><span> 24)<\/span><\/li>\n<li><span>Accounts Receivable Process<\/span><span> <\/span><span>(PR.<\/span><span> 25)<\/span><\/li>\n<li><span>Accounts Payable Process<\/span><span> <\/span><span>(PR.<\/span><span> 26)<\/span><\/li>\n<li><span>Income<\/span><span> <\/span><span>(Profit<\/span><span> and Loss) Statement Process<\/span><span> <\/span><span>(PR.<\/span><span> 27)<\/span><\/li>\n<li><span>Cash Flow Report<\/span><span> <\/span><span>(PR.<\/span><span> 28)<\/span><\/li>\n<li><span>Balance Sheet Statement Preparation Checklist<\/span><span> <\/span><span>(PR.<\/span><span> 29)<\/span><\/li>\n<li><span>Business Tax Preparation Checklist<\/span><span> <\/span><span>(PR.<\/span><span> 30)<\/span><\/li>\n<li><span>Annual Financial Report Template<\/span><span> <\/span><span>(PR.<\/span><span> 31)<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h4><span>Locations<\/span><\/h4>\n<p><span><strong>Brightstar Miami: <\/strong><\/span><span>355 Lincoln Road, <\/span><span>33189, <\/span><span>FL, <\/span><span>USA<\/span><br \/><span><strong>Brightstar London: <\/strong><\/span><span>43 Rivington Street, <\/span><span>London, Greater London, <\/span><span>EC4B 2BU, <\/span><span>UK<\/span><\/p>\n<h4><span>Exclusion<\/span><\/h4>\n<p><span><strong>Factors outside of QMS scope<\/strong><\/span><span><strong><\/strong><\/span><\/p>\n<ul>\n<li><span>Additional accounting services outsourced to Highstreet Accounting &amp; Daughters<\/span><\/li>\n<li><span>CRM, inbound marketing and sales managed with Hubspot<\/span><span><\/span><\/li>\n<\/ul>\n<p><span><strong>Procedure exclusion<\/strong><\/span><\/p>\n<p><span>New processes are often constructed collaboratively, in-line with the spirit of our QMS and policy assurances. When these processes become regular, recurring events, we perform a Failure Mode and Effects Analysis<\/span><span> <\/span><span>(FMEA)<\/span><span> and formalize them into set procedures which can then be added to the database of documented procedures in our QMS mini-manual.<\/span><\/p>\n<p><span>This approach allows us to deploy processes rapidly and engenders a standard of fault-tolerance in the process of designing new processes. It also ensures that all of our SOPs that are ultimately formalized are guaranteed to be working, actionable processes.<\/span><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"procedures\">\n<h2>Procedures:<\/h2>\n<div class=\"text-content\">\n<h5>Process Management Methodology<\/h5>\n<p>For business process management we utilize Process Street as a workflow management powerhouse.<\/p>\n<p>From here, we build, manage, deploy, update, collaborate, and automate processes in the form of <a href=\"https:\/\/www.process.st\/help\/docs\/running-checklists\/\" rel=\"nofollow\">checklists<\/a> and <a href=\"https:\/\/www.process.st\/help\/docs\/templates\/\" rel=\"nofollow\">templates<\/a>.<\/p>\n<p>Process Street's <a href=\"https:\/\/www.process.st\/help\/docs\/template-overview\/\" rel=\"nofollow\">Template Overview<\/a> feature allows a high-level overview of work done, combined with the <a href=\"https:\/\/www.process.st\/help\/docs\/inbox\/\" rel=\"nofollow\">Inbox<\/a> for streamlined task and checklist assignment.<\/p>\n<h5>Top Level Processes<\/h5>\n<ul>\n<li>PR. 01: PPC Audit Checklist<\/li>\n<li>PR. 02: PPC Daily Campaign Review Checklist<\/li>\n<li>PR. 03: PPC Weekly Campaign Review Checklist<\/li>\n<li>PR. 04: PPC Monthly Campaign Review Checklist<\/li>\n<li>PR. 05: Performance Marketing (PPC) Keyword Competition Analysis Checklist<\/li>\n<li>PR. 06: New Facebook Ads Creation Checklist<\/li>\n<li>PR. 07: Daily Standup Meeting Checklist<\/li>\n<li>PR. 08: SEO Checklist: The Keyword Research Process<\/li>\n<li>PR. 09: Google Analytics Audit<\/li>\n<li>PR. 10: Technical SEO Audit<\/li>\n<li>PR. 11: Sprint Turnover Process<\/li>\n<li>PR. 12: Sprint Retrospective Process<\/li>\n<li>PR. 13: Sprint Planning<\/li>\n<li>PR. 14: Brand Identity Design<\/li>\n<li>PR. 15: Graphic Design Process<\/li>\n<li>PR. 16: Creating an Invoice<\/li>\n<li>PR. 17: Logo Design Process<\/li>\n<li>PR. 18: Blog Pre-Publish Checklist<\/li>\n<li>PR. 19: Content Promotion Checklist<\/li>\n<li>PR. 20 New Affiliate Onboarding<\/li>\n<li>PR. 21: Intro to FMEA Template: Failure Mode and Effects Analysis<\/li>\n<li>PR. 22: Process for Improving a Process<\/li>\n<li>PR. 23: Accounting Onboarding Procedures<\/li>\n<li>PR. 24: Expense Management Process<\/li>\n<li>PR. 25: Accounts Receivable Process<\/li>\n<li>PR. 26: Accounts Payable Process<\/li>\n<li>PR. 27: Income (Profit and Loss) Statement Process<\/li>\n<li>PR. 28: Cash Flow Report<\/li>\n<li>PR. 29: Balance Sheet Statement Preparation Checklist<\/li>\n<li>PR. 30: Business Tax Preparation Checklist<\/li>\n<li>PR. 31: Annual Financial Report Template<\/li>\n<\/ul>\n<h5>Complete Company Procedures<\/h5>\n<\/p><\/div>\n<\/section>\n<section id=\"pr-01-ppc-audit-checklist\">\n<h2>PR. 01: PPC Audit Checklist<\/h2>\n<div class=\"text-content\">\n<p><span><strong>Summary<\/strong><\/span><\/p>\n<p><span>This procedure defines the requirements for a new PPC account audit.<\/span><\/p>\n<p><span>The <\/span><span>Director of Marketing<\/span><span> is responsible for the implementation and management of this procedure<\/span><\/p>\n<p><span><strong>Revision and Approval<\/strong><\/span><\/p>\n<p><span>Revision number: 001<\/span><\/p>\n<p><span>Revision date: 01\/02\/2019<\/span><\/p>\n<p><span>Nature of changes: Initial process documented.<\/span><\/p>\n<p><span>Approved by: Oliver Peterson<\/span><\/p>\n<p><span><strong>Procedure Template &amp; Template History:<\/strong><\/span><span><strong> <\/strong><\/span><span><strong>(<\/strong><\/span><span><a href=\"https:\/\/www.process.st\/templates\/ppc-audit-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong>URL<\/strong><\/a><\/span><span><strong>)<\/strong><\/span><\/p>\n<p><span><strong>Procedure<\/strong><\/span><\/p>\n<ol>\n<li><strong>Introduction:<\/strong><\/li>\n<li><strong>Goals:<\/strong><span><\/span><\/li>\n<li><span>Input basic information<\/span><\/li>\n<li><span>Determine account goals<\/span><\/li>\n<li><span>Choose data sources<\/span><\/li>\n<li><span>Select the time frame<\/span><\/li>\n<li><strong>Tracking:<\/strong><\/li>\n<li><span>Verify AdWords tracking code is added to your site<\/span><\/li>\n<li><span>Ensure conversion actions have been defined appropriately<\/span><\/li>\n<li><strong>Campaign Settings:<\/strong><\/li>\n<li><span>Verify the<\/span><span> <\/span><span>\u2018Delivery<\/span><span> Method\u2019 selected<\/span><\/li>\n<li><span>Verify the<\/span><span> <\/span><span>\u2018Ad<\/span><span> Rotation\u2019 option selected<\/span><\/li>\n<li><span>Verify your Ad Schedule settings<\/span><\/li>\n<li><span>Check if<\/span><span> <\/span><span>\u2018All<\/span><span> Features\u2019 has been selected for your campaign<\/span><\/li>\n<li><span>Verify if you want to opt for<\/span><span> <\/span><span>\u2018Search<\/span><span> partners\u2019 from Search Network<\/span><\/li>\n<li><span>Check the number of ad variations per ad group<\/span><\/li>\n<li><span>Determine if dynamic keyword insertion<\/span><span> <\/span><span>(DKI)<\/span><span> should be used<\/span><\/li>\n<li><strong>Budget &amp; Bidding:<\/strong><\/li>\n<li><span>Check that budget is sufficient<\/span><\/li>\n<li><span>Validate your bidding strategy<\/span><\/li>\n<li><span>Verify bid adjustments<\/span><\/li>\n<li><strong>Targeting:<\/strong><\/li>\n<li><span>Check location targeting<\/span><\/li>\n<li><span>Set proper device performance and targeting<\/span><\/li>\n<li><span>Ensure proper demographic specifications, if any<\/span><\/li>\n<li><span>Check the display ad placements for inappropriate websites<\/span><\/li>\n<li><strong>Ads:<\/strong><\/li>\n<li><span>Verify ad guidelines are followed<\/span><\/li>\n<li><span>U keyword in ad copy<\/span><\/li>\n<li><span>Ensure the landing page is appropriate<\/span><\/li>\n<li><span>Check for any offer or time-bound messaging<\/span><\/li>\n<li><span>Check your ads for grammatical or spelling mistakes<\/span><\/li>\n<li><span>Make sure ad has clear call-to-action<\/span><\/li>\n<li><span>Review A\/B tests<\/span><\/li>\n<li><span>Verify display campaigns are using both image and text ads<\/span><\/li>\n<li><strong>Keywords:<\/strong><\/li>\n<li><span>Check your search terms for negative keywords<\/span><\/li>\n<li><span>Check keyword match types<\/span><\/li>\n<li><span>Ensure there are no keyword conflicts<\/span><\/li>\n<li><span>Identify new search query opportunities<\/span><\/li>\n<li><span>Verify proper search query triggered keyword results<\/span><\/li>\n<li><span>Check the number of keywords per ad group<\/span><\/li>\n<li><span>Remove keywords with zero impressions<\/span><\/li>\n<li><strong>Quality Score:<\/strong><\/li>\n<li><span>Check your keyword's quality score performance<\/span><\/li>\n<li><span>Eliminate keywords with poor quality score<\/span><\/li>\n<li><strong>Ad Extension:<\/strong><\/li>\n<li><span>Ensure GMB is linked to your Ads account to enable location extensions<\/span><span> <\/span><span>(if<\/span><span> applicable)<\/span><\/li>\n<li><span>Check for campaigns with missing ad extensions<\/span><\/li>\n<li><span>Remove any non-performing automated extensions<\/span><\/li>\n<li><span>Check the status of ad extension<\/span><span> <\/span><span>(approved<\/span><span> or disapproved)<\/span><\/li>\n<li><span>Ensure sitelinks have relevant descriptions<\/span><\/li>\n<li><span>Make sure your call extension is scheduled during operational hours<\/span><\/li>\n<li><span>Check if<\/span><span> <\/span><span>\u2018call<\/span><span> reporting\u2019 is enabled to track conversions from your call extensions<\/span><\/li>\n<li><strong>Remarketing Campaigns:<\/strong><\/li>\n<li><span>Validate remarketing code has been added correctly<\/span><\/li>\n<li><span>Validate remarketing lists are properly collecting visitors<\/span><\/li>\n<li><span>Verify the remarketing lists created<\/span><\/li>\n<li><strong>Metric Review:<\/strong><\/li>\n<li><span>Review primary KPI's<\/span><\/li>\n<li><span>Validate budget utilization<\/span><\/li>\n<li><strong>Report\/Action Items:<\/strong><\/li>\n<li><span>Prioritize action items<\/span><\/li>\n<li><span>Create a report<\/span><span> <\/span><span>(if<\/span><span> needed)<\/span><\/li>\n<li><span>Print or email report<\/span><\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"pr-02-ppc-daily-campaign-review-checklist\">\n<h2>PR. 02: PPC Daily Campaign Review Checklist<\/h2>\n<div class=\"text-content\">\n<p><span><strong>Summary<\/strong><\/span><\/p>\n<p><span>This procedure defines the requirements for running a daily PPC campaign review.<\/span><\/p>\n<p><span>The Director of Marketing is responsible for the implementation and management of this procedure.<\/span><\/p>\n<p><span><strong>Revision and Approval<\/strong><\/span><\/p>\n<p><span>Revision number: 001<\/span><\/p>\n<p><span>Revision date: 01\/02\/2019<\/span><\/p>\n<p><span>Nature of changes: Initial process documented.<\/span><\/p>\n<p><span>Approved by: Oliver Peterson<\/span><\/p>\n<p><span><strong>Procedure Template &amp; Template History:<\/strong><\/span><span><strong> <\/strong><\/span><span><strong>(<\/strong><\/span><span><a href=\"https:\/\/www.process.st\/templates\/ppc-daily-campaign-review-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong>U<\/strong><\/a><\/span><span><a href=\"https:\/\/www.process.st\/templates\/ppc-daily-campaign-review-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong>RL<\/strong><\/a><\/span><span><strong>)<\/strong><\/span><\/p>\n<p><span><strong>Procedure<\/strong><\/span><\/p>\n<ol>\n<li><strong>Introduction:<\/strong><\/li>\n<li><strong>Campaign Overview:<\/strong><\/li>\n<li><span>Input campaign date<\/span><\/li>\n<li><strong>KPI Review:<\/strong><\/li>\n<li><span>Review key metrics for changes<\/span><\/li>\n<li><strong>Keyword Review:<\/strong><\/li>\n<li><span>Identify any major pattern change<\/span><\/li>\n<li><strong>Budget Alignment:<\/strong><\/li>\n<li><span>Make sure all budget is used<\/span><\/li>\n<li><strong>Report\/Action Items:<\/strong><\/li>\n<li><span>List action Items<\/span><\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"pr-03-ppc-weekly-campaign-review-checklist\">\n<h2>PR. 03: PPC Weekly Campaign Review Checklist<\/h2>\n<div class=\"text-content\">\n<p><span><strong>Summary<\/strong><\/span><\/p>\n<p><span>This procedure defines the requirements for running a weekly PPC campaign review.<\/span><\/p>\n<p><span>The Director of Marketing is responsible for the implementation and management of this procedure<\/span><\/p>\n<p><span><strong>Revision and Approval<\/strong><\/span><\/p>\n<p><span>Revision number: 001<\/span><\/p>\n<p><span>Revision date: 01\/02\/2019<\/span><\/p>\n<p><span>Nature of changes: Initial process documented.<\/span><\/p>\n<p><span>Approved by: Oliver Peterson<\/span><\/p>\n<p><span><strong>Procedure Template &amp; Template History:<\/strong><\/span><span><strong> <\/strong><\/span><span><strong>(<\/strong><\/span><span><a href=\"https:\/\/www.process.st\/templates\/ppc-weekly-campaign-review-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong>U<\/strong><\/a><\/span><span><a href=\"https:\/\/www.process.st\/templates\/ppc-weekly-campaign-review-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong>RL<\/strong><\/a><\/span><span><strong>)<\/strong><\/span><\/p>\n<p><span><strong>Procedure<\/strong><\/span><\/p>\n<ol>\n<li><strong>Introduction:<\/strong><\/li>\n<li><span>Input campaign data<\/span><\/li>\n<li><span>Review key metrics<\/span><\/li>\n<li><span>Check display network placements<\/span><\/li>\n<li><span>Make sure budget is being utilized<\/span><\/li>\n<li><span>Check &amp; optimize bids<\/span><\/li>\n<li><span>Analyze keyword performance<\/span><\/li>\n<li><span>Review negative keyword<\/span><\/li>\n<li><span>Report\/Action Items:<\/span><\/li>\n<li><span>Summarize findings<\/span><\/li>\n<li><span>Create a report<\/span><\/li>\n<li><span>Print or email report<\/span><\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"pr-04-ppc-monthly-campaign-review-checklist\">\n<h2>PR. 04: PPC Monthly Campaign Review Checklist<\/h2>\n<div class=\"text-content\">\n<p><span><strong>Summary<\/strong><\/span><\/p>\n<p><span>This procedure defines the requirements for running a monthly PPC campaign review.<\/span><\/p>\n<p><span>The Director of Marketing is responsible for the implementation and management of this procedure<\/span><\/p>\n<p><span><strong>Revision and Approval<\/strong><\/span><\/p>\n<p><span>Revision number: 001<\/span><\/p>\n<p><span>Revision date: 01\/02\/2019<\/span><\/p>\n<p><span>Nature of changes: Initial process documented.<\/span><\/p>\n<p><span>Approved by: Oliver Peterson<\/span><\/p>\n<p><span><strong>Procedure Template &amp; Template History:<\/strong><\/span><span><strong> <\/strong><\/span><span><strong>(<\/strong><\/span><span><a href=\"https:\/\/www.process.st\/templates\/ppc-monthly-campaign-review-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong>U<\/strong><\/a><\/span><span><a href=\"https:\/\/www.process.st\/templates\/ppc-monthly-campaign-review-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong>RL<\/strong><\/a><\/span><span><strong>)<\/strong><\/span><\/p>\n<p><span><strong>Procedure<\/strong><\/span><\/p>\n<ol>\n<li><strong>Introduction:<\/strong><\/li>\n<li><span>Input campaign data<\/span><\/li>\n<li><span>Review key performance indicators<\/span><\/li>\n<li><span>Make sure campaign settings are accurate<\/span><\/li>\n<li><span>Check sitelinks<\/span><\/li>\n<li><span>Review landing page<\/span><\/li>\n<li><span>Analyze keywords<\/span><\/li>\n<li><span>Check remarketing campaigns<\/span><\/li>\n<li><span>Analyze campaign performance<\/span><\/li>\n<li><span>Review quality score<\/span><\/li>\n<li><span>Check &amp; optimize budgets<\/span><\/li>\n<li><strong>Report\/Action Items:<\/strong><\/li>\n<li><span>Summarize findings<\/span><\/li>\n<li><span>Create a report<\/span><span> <\/span><span>(if<\/span><span> needed)<\/span><\/li>\n<li><span>Send report<\/span><\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"pr-05-performance-marketing-ppc-keyword-competition-analysis-checklist\">\n<h2>PR. 05: Performance Marketing (PPC) Keyword Competition Analysis Checklist<\/h2>\n<div class=\"text-content\">\n<p><span><strong>Summary<\/strong><\/span><\/p>\n<p><span>This procedure defines the requirements for analysis of competition before launching any keyword-focused paid ads.<\/span><\/p>\n<p><span>The Director of Marketing is responsible for the implementation and management of this procedure<\/span><\/p>\n<p><span><strong>Revision and Approval<\/strong><\/span><\/p>\n<p><span>Revision number: 001<\/span><\/p>\n<p><span>Revision date: 01\/02\/2019<\/span><\/p>\n<p><span>Nature of changes: Initial process documented.<\/span><\/p>\n<p><span>Approved by: Oliver Peterson<\/span><\/p>\n<p><span><strong>Procedure Template &amp; Template History:<\/strong><\/span><span><strong> <\/strong><\/span><span><strong>(<\/strong><\/span><span><a href=\"https:\/\/www.process.st\/templates\/performance-marketing-ppc-keyword-competition-analysis-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong>U<\/strong><\/a><\/span><span><a href=\"https:\/\/www.process.st\/templates\/performance-marketing-ppc-keyword-competition-analysis-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong>RL<\/strong><\/a><\/span><span><strong>)<\/strong><\/span><\/p>\n<p><span><strong>Procedure<\/strong><\/span><\/p>\n<ol>\n<li><strong>Introduction:<\/strong><\/li>\n<li><span>Record your efforts<\/span><\/li>\n<li><span>Check page-level authority<\/span><\/li>\n<li><span>Review referring domains<\/span><\/li>\n<li><span>Review domain authority and brand presence<\/span><\/li>\n<li><span>Assess link profile<\/span><\/li>\n<li><span>Evaluate on-page SEO<\/span><\/li>\n<li><span>Identify easy target results<\/span><\/li>\n<li><span>Inspect content quality<\/span><\/li>\n<li><span>Create and print action items<\/span><\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"pr-06-new-facebook-ads-creation-checklist\">\n<h2>PR. 06: New Facebook Ads Creation Checklist<\/h2>\n<div class=\"text-content\">\n<p><span><strong>Summary<\/strong><\/span><\/p>\n<p><span>This procedure defines the requirements for creating a new Facebook Ads campaign.<\/span><\/p>\n<p><span>The Director of Marketing is responsible for the implementation and management of this procedure.<\/span><\/p>\n<p><span><strong>Revision and Approval<\/strong><\/span><\/p>\n<p><span>Revision number: 001<\/span><\/p>\n<p><span>Revision date: 01\/02\/2019<\/span><\/p>\n<p><span>Nature of changes: Initial process documented.<\/span><\/p>\n<p><span>Approved by: Oliver Peterson<\/span><\/p>\n<p><span><strong>Procedure Template &amp; Template History:<\/strong><\/span><span><strong> <\/strong><\/span><span><strong>(<\/strong><\/span><span><a href=\"https:\/\/www.process.st\/templates\/new-facebook-ads-creation-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong>U<\/strong><\/a><\/span><span><a href=\"https:\/\/www.process.st\/templates\/new-facebook-ads-creation-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong>RL<\/strong><\/a><\/span><span><strong>)<\/strong><\/span><\/p>\n<p><span><strong>Procedure<\/strong><\/span><\/p>\n<ol>\n<li><strong>Introduction:<\/strong><\/li>\n<li><span>Record setup<\/span><\/li>\n<li><strong>Facebook Setup:<\/strong><\/li>\n<li><span>Validate if there is a Facebook page<\/span><\/li>\n<li><span>Create Facebook page<\/span><\/li>\n<li><span>Check if a Business Manager account is created<\/span><\/li>\n<li><span>Create Business Manager account<\/span><\/li>\n<li><span>Make sure Facebook ad account is create<\/span><\/li>\n<li><span>Setup ad account<\/span><\/li>\n<li><span>Input payment method<\/span><\/li>\n<li><strong>Facebook Pixel &amp; Configuration:<\/strong><\/li>\n<li><span>Make sure Facebook pixel is setup<\/span><\/li>\n<li><span>Install Facebook pixel<\/span><\/li>\n<li><span>Test and ensure pixel is installed properly<\/span><\/li>\n<li><strong>Audience Creation:<\/strong><\/li>\n<li><span>Uploaded customer\/subscriber list<\/span><\/li>\n<li><span>Create your website custom audience and\/or engagement custom audience<\/span><\/li>\n<li><span>Create Lookalike Audience based on the above lists\/audiences<\/span><\/li>\n<li><strong>Dynamic Product Ads:<\/strong><\/li>\n<li><span>Create your product catalog(s)<\/span><\/li>\n<li><span>Connect your pixel to product catalogs<\/span><\/li>\n<li><span>Ensure events show up in Ads Manager<\/span><\/li>\n<li><strong>Ad Copy:<\/strong><\/li>\n<li><span>Write ad copy tailored to your audience<\/span><\/li>\n<li><span>Ensure ad copy is compliant with Facebook's rules<\/span><\/li>\n<li><span>Review ad text amount<\/span><\/li>\n<li><strong>Campaign Creatives:<\/strong><\/li>\n<li><span>Create ad creative assets<\/span><\/li>\n<li><span>Check size of creative assets<\/span><span> <\/span><span>(images,<\/span><span> banners, videos, etc\u2026)<\/span><\/li>\n<li><strong>Budget Checklist:<\/strong><\/li>\n<li><span>Review current budget<\/span><\/li>\n<li><strong>Output:<\/strong><\/li>\n<li><span>Send completion email<\/span><\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"pr-07-daily-standup-meeting-checklist\">\n<h2>PR. 07: Daily Standup Meeting Checklist<\/h2>\n<div class=\"text-content\">\n<p><span><strong>Summary<\/strong><\/span><\/p>\n<p><span>This procedure outlines the daily standup meeting for the team\u2019s progress on the current sprint.<\/span><\/p>\n<p><span>The General Manager is responsible for the implementation and management of this procedure.<\/span><\/p>\n<p><span><strong>Revision and Approval<\/strong><\/span><\/p>\n<p><span>Revision number: 001<\/span><\/p>\n<p><span>Revision date: 01\/02\/2019<\/span><\/p>\n<p><span>Nature of changes: Initial process documented.<\/span><\/p>\n<p><span>Approved by: Oliver Peterson<\/span><\/p>\n<p><span><strong>Procedure Template &amp; Template History:<\/strong><\/span><span><strong> <\/strong><\/span><span><strong>(<\/strong><\/span><span><a href=\"https:\/\/www.process.st\/templates\/daily-standup-meeting-checklist\/#related-checklists\" rel=\"nofollow noopener\" target=\"_blank\"><strong>U<\/strong><\/a><\/span><span><a href=\"https:\/\/www.process.st\/templates\/daily-standup-meeting-checklist\/#related-checklists\" rel=\"nofollow noopener\" target=\"_blank\"><strong>RL<\/strong><\/a><\/span><span><strong>)<\/strong><\/span><\/p>\n<p><span><strong>Procedure<\/strong><\/span><\/p>\n<ol>\n<li><strong>Introduction:<\/strong><\/li>\n<li><span>Attendance<\/span><\/li>\n<li><span>Updates<\/span><\/li>\n<li><span>Does anyone want to kick anything out?<\/span><\/li>\n<li><span>Make sure everyone has scheduled their weekly call<\/span><\/li>\n<li><span>Make sure all PRs are accounted for<\/span><\/li>\n<li><span>Burndown chart<\/span><\/li>\n<li><span>Staging review<\/span><\/li>\n<li><span>Does anyone have any 5-8 pointers to discuss?<\/span><\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"pr-08-seo-checklist-the-keyword-research-process\">\n<h2>PR. 08: SEO Checklist: The Keyword Research Process<\/h2>\n<div class=\"text-content\">\n<p><span><strong>Summary<\/strong><\/span><\/p>\n<p><span>This procedure defines the requirements for refining and selecting the keywords that will help you maximize your SEO.<\/span><\/p>\n<p><span>The Director of Marketing is responsible for the implementation and management of this procedure.<\/span><\/p>\n<p><span><strong>Revision and Approval<\/strong><\/span><\/p>\n<p><span>Revision number: 001<\/span><\/p>\n<p><span>Revision date: 01\/02\/2019<\/span><\/p>\n<p><span>Nature of changes: Initial process documented.<\/span><\/p>\n<p><span>Approved by: Oliver Peterson<\/span><\/p>\n<p><span><strong>Procedure Template &amp; Template History:<\/strong><\/span><span><strong> <\/strong><\/span><span><strong>(<\/strong><\/span><span><a href=\"https:\/\/www.process.st\/templates\/seo-checklist-the-keyword-research-process\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong>U<\/strong><\/a><\/span><span><a href=\"https:\/\/www.process.st\/templates\/seo-checklist-the-keyword-research-process\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong>RL<\/strong><\/a><\/span><span><strong>)<\/strong><\/span><\/p>\n<p><span><strong>Procedure<\/strong><\/span><\/p>\n<ol>\n<li><strong>Introduction:<\/strong><\/li>\n<li><strong>Brainstorming:<\/strong><\/li>\n<li><span>Gather initial keywords<\/span><\/li>\n<li><span>Set up a spreadsheet template to store keywords<\/span><\/li>\n<li><strong>Research and filtering:<\/strong><\/li>\n<li><span>Search for related keywords<\/span><\/li>\n<li><span>Filter by search volume and clicks<\/span><\/li>\n<li><span>Filter by keyword difficulty<\/span><\/li>\n<li><span>Gather highest ranking competitor keywords<\/span><\/li>\n<li><span>Ask your customers why they use your product<\/span><\/li>\n<li><strong>Keyword optimization:<\/strong><\/li>\n<li><span>Gather five long tail keywords<\/span><\/li>\n<li><span>Gather five LSI keywords<\/span><\/li>\n<li><span>Determine keyword intent<\/span><\/li>\n<li><strong>Output:<\/strong><\/li>\n<li><span>Select the top five keywords for this project<\/span><\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"pr-09-google-analytics-audit\">\n<h2>PR. 09: Google Analytics Audit<\/h2>\n<div class=\"text-content\">\n<p><span><strong>Summary<\/strong><\/span><\/p>\n<p><span>This procedure defines the requirements for performing a Google Analytics audit.<\/span><\/p>\n<p><span>The Director of Marketing is responsible for the implementation and management of this procedure.<\/span><\/p>\n<p><span><strong>Revision and Approval<\/strong><\/span><\/p>\n<p><span>Revision number: 001<\/span><\/p>\n<p><span>Revision date: 01\/02\/2019<\/span><\/p>\n<p><span>Nature of changes: Initial process documented.<\/span><\/p>\n<p><span>Approved by: Oliver Peterson<\/span><\/p>\n<p><span><strong>Procedure Template &amp; Template History:<\/strong><\/span><span><strong> <\/strong><\/span><span><strong>(<\/strong><\/span><span><a href=\"https:\/\/www.process.st\/templates\/google-analytics-audit\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong>U<\/strong><\/a><\/span><span><a href=\"https:\/\/www.process.st\/templates\/google-analytics-audit\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong>RL<\/strong><\/a><\/span><span><strong>)<\/strong><\/span><\/p>\n<p><span><strong>Procedure<\/strong><\/span><\/p>\n<ol>\n<li><strong>Introduction:<\/strong><\/li>\n<li><strong>Preparation:<\/strong><\/li>\n<li><span>Collect some data about the Google Analytics profile<\/span><\/li>\n<li><strong>Property configuration:<\/strong><\/li>\n<li><span>Check referral exclusion settings<\/span><\/li>\n<li><span>Check AdWords integration<\/span><\/li>\n<li><strong>View configuration:<\/strong><\/li>\n<li><span>Check basic View Settings are configured correctly<\/span><\/li>\n<li><span>Make sure Views are organized logically<\/span><\/li>\n<li><span>Check default URL is set up correctly<\/span><\/li>\n<li><span>Check Goals are configured correctly<\/span><\/li>\n<li><strong>Filters:<\/strong><\/li>\n<li><span>Make sure exclude filters are set up correctly<\/span><\/li>\n<li><strong>Tracking:<\/strong><\/li>\n<li><span>Troubleshoot basic tracking issues<\/span><\/li>\n<li><span>Check tracking snippet formatting<\/span><\/li>\n<li><span>Check for pages missing Google Analytics code<\/span><\/li>\n<li><span>Check for different data in your shopping cart tool<\/span><\/li>\n<li><strong>Tag Manager:<\/strong><\/li>\n<li><span>Check Cross-Domain Tracking<\/span><\/li>\n<li><span>Check Tag Manager is filtering out spam traffic<\/span><\/li>\n<li><span>Check tag firing<\/span><\/li>\n<li><strong>Attribution:<\/strong><\/li>\n<li><span>Log attribution model<\/span><\/li>\n<li><strong>Finishing up:<\/strong><\/li>\n<li><span>Make sure Google Analytics email reports are set up<\/span><\/li>\n<li><span>Forward completed audit report<\/span><\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"pr-10-technical-seo-audit\">\n<h2>PR. 10: Technical SEO Audit<\/h2>\n<div class=\"text-content\">\n<p><span><strong>Summary<\/strong><\/span><\/p>\n<p><span>This procedure defines the requirements for performing a technical SEO audit.<\/span><\/p>\n<p><span>The Director of Marketing is responsible for the implementation and management of this procedure.<\/span><\/p>\n<p><span><strong>Revision and Approval<\/strong><\/span><\/p>\n<p><span>Revision number: 001<\/span><\/p>\n<p><span>Revision date: 01\/02\/2019<\/span><\/p>\n<p><span>Nature of changes: Initial process documented.<\/span><\/p>\n<p><span>Approved by: Oliver Peterson<\/span><\/p>\n<p><span><strong>Procedure Template &amp; Template History:<\/strong><\/span><span><strong> <\/strong><\/span><span><strong>(<\/strong><\/span><span><a href=\"https:\/\/www.process.st\/templates\/technical-seo-audit\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong>U<\/strong><\/a><\/span><span><a href=\"https:\/\/www.process.st\/templates\/technical-seo-audit\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong>RL<\/strong><\/a><\/span><span><strong>)<\/strong><\/span><\/p>\n<p><span><strong>Procedure<\/strong><\/span><\/p>\n<ol>\n<li><strong>Introduction:<\/strong><\/li>\n<li><strong>Pre-audit:<\/strong><\/li>\n<li><span>Make some basic preparations<\/span><\/li>\n<li><strong>Traffic analysis:<\/strong><\/li>\n<li><span>Check search volume<\/span><\/li>\n<li><span>Check keywords<\/span><\/li>\n<li><span>Check competitor traffic<\/span><\/li>\n<li><strong>Search Engine Results Page (SERP) presence:<\/strong><\/li>\n<li><span>Check page ranking<\/span><\/li>\n<li><span>Check for SERP features<\/span><\/li>\n<li><span>Check for negative SERP listings<\/span><\/li>\n<li><strong>Technical factors:<\/strong><\/li>\n<li><span>Check robots.txt<\/span><\/li>\n<li><span>Check the domain has HTTPS security encryption<\/span><\/li>\n<li><span>Set up HTTPS security encryption<\/span><\/li>\n<li><span>Check canonical legitimacy<\/span><\/li>\n<li><strong>Screaming Frog:<\/strong><\/li>\n<li><span>Crawl the entire website<\/span><\/li>\n<li><span>Check link health<\/span><\/li>\n<li><span>Verify internal links<\/span><\/li>\n<li><strong>Content:<\/strong><\/li>\n<li><span>Check landing page formatting<\/span><\/li>\n<li><span>Check site navigation<\/span><\/li>\n<li><strong>Authority:<\/strong><\/li>\n<li><span>Check Ahrefs Rank<\/span><\/li>\n<li><span>Check backlinks<\/span><\/li>\n<li><span>Compare against competitors<\/span><\/li>\n<li><strong>Social media:<\/strong><\/li>\n<li><span>Evaluate your brand\u2019s social media presence<\/span><\/li>\n<li><strong>Final report:<\/strong><\/li>\n<li><span>Export the audit report<\/span><\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"pr-11-sprint-turnover-process\">\n<h2>PR. 11: Sprint Turnover Process<\/h2>\n<div class=\"text-content\">\n<p><span><strong>Summary<\/strong><\/span><\/p>\n<p><span>This procedure defines the requirements for reviewing, estimating, and assigning issues to the next sprint.<\/span><\/p>\n<p><span>The General Manager is responsible for the implementation and management of this procedure.<\/span><\/p>\n<p><span><strong>Revision and Approval<\/strong><\/span><\/p>\n<p><span>Revision number: 001<\/span><\/p>\n<p><span>Revision date: 01\/02\/2019<\/span><\/p>\n<p><span>Nature of changes: Initial process documented.<\/span><\/p>\n<p><span>Approved by: Oliver Peterson<\/span><\/p>\n<p><span><strong>Procedure Template &amp; Template History:<\/strong><\/span><span><strong> <\/strong><\/span><span><strong>(<\/strong><\/span><span><a href=\"https:\/\/www.process.st\/templates\/sprint-turnover-process\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong>U<\/strong><\/a><\/span><span><a href=\"https:\/\/www.process.st\/templates\/sprint-turnover-process\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong>RL<\/strong><\/a><\/span><span><strong>)<\/strong><\/span><\/p>\n<p><span><strong>Procedure<\/strong><\/span><\/p>\n<ol>\n<li><strong>Introduction:<\/strong><\/li>\n<li><span>Click the<\/span><span> <\/span><span>\"Complete<\/span><span> sprint\" button in JIRA<\/span><\/li>\n<li><span>Review the<\/span><span> <\/span><span>\"Issues<\/span><span> for Next Sprint\" JIRA search<\/span><\/li>\n<li><span>Review the<\/span><span> <\/span><span>\"Recently<\/span><span> created unresolved bugs\" JIRA search<\/span><\/li>\n<li><span>Estimate all issues for new sprint in the Agile Poker tool<\/span><\/li>\n<li><span>Divide sprint issues up<\/span><\/li>\n<li><span>Move all unassigned issues into the next sprint<\/span><\/li>\n<li><span>Start the new sprint<\/span><\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"pr-12-sprint-retrospective-process\">\n<h2>PR. 12: Sprint Retrospective Process<\/h2>\n<div class=\"text-content\">\n<p><span><strong>Summary<\/strong><\/span><\/p>\n<p><span>This procedure defines the requirements for reviewing the latest sprint and discussing what could be improved.<\/span><\/p>\n<p><span>The General Manager is responsible for the implementation and management of this procedure.<\/span><\/p>\n<p><span><strong>Revision and Approval<\/strong><\/span><\/p>\n<p><span>Revision number: 001<\/span><\/p>\n<p><span>Revision date: 01\/02\/2019<\/span><\/p>\n<p><span>Nature of changes: Initial process documented.<\/span><\/p>\n<p><span>Approved by: Oliver Peterson<\/span><\/p>\n<p><span><strong>Procedure Template &amp; Template History:<\/strong><\/span><span><strong> <\/strong><\/span><span><strong>(<\/strong><\/span><span><a href=\"https:\/\/www.process.st\/templates\/sprint-retrospective-process\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong>U<\/strong><\/a><\/span><span><a href=\"https:\/\/www.process.st\/templates\/sprint-retrospective-process\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong>RL<\/strong><\/a><\/span><span><strong>)<\/strong><\/span><\/p>\n<p><span><strong>Procedure<\/strong><\/span><\/p>\n<ol>\n<li><strong>Introduction:<\/strong><\/li>\n<li><span>Select participants<\/span><\/li>\n<li><span>Review tasks from last retrospective<\/span><\/li>\n<li><span>What went well \/ wrong during the sprint cycle?<\/span><\/li>\n<li><span>Review velocity chart<\/span><\/li>\n<li><span>Create issues in JIRA labeled<\/span><span> <\/span><span>\"Retrospective\"<\/span><\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"pr-13-sprint-planning\">\n<h2>PR. 13: Sprint Planning<\/h2>\n<div class=\"text-content\">\n<p><span><strong>Summary<\/strong><\/span><\/p>\n<p><span>This procedure defines the requirements for planning a development sprint.<\/span><\/p>\n<p><span>The General Manager is responsible for the implementation and management of this procedure.<\/span><\/p>\n<p><span><strong>Revision and Approval<\/strong><\/span><\/p>\n<p><span>Revision number: 001<\/span><\/p>\n<p><span>Revision date: 01\/02\/2019<\/span><\/p>\n<p><span>Nature of changes: Initial process documented.<\/span><\/p>\n<p><span>Approved by: Oliver Peterson<\/span><\/p>\n<p><span><strong>Procedure Template &amp; Template History:<\/strong><\/span><span><strong> <\/strong><\/span><span><strong>(<\/strong><\/span><span><a href=\"https:\/\/www.process.st\/templates\/sprint-planning\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong>U<\/strong><\/a><\/span><span><a href=\"https:\/\/www.process.st\/templates\/sprint-planning\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong>RL<\/strong><\/a><\/span><span><strong>)<\/strong><\/span><\/p>\n<p><span><strong>Procedure<\/strong><\/span><\/p>\n<ol>\n<li><strong>Introduction:<\/strong><\/li>\n<li><strong>Preparation:<\/strong><\/li>\n<li><span>Record the sprint's details<\/span><\/li>\n<li><span>Check that your user stories have been groomed<\/span><\/li>\n<li><strong>Ordering the Backlog:<\/strong><\/li>\n<li><span>Discuss important context<\/span><\/li>\n<li><span>Create a new sprint<\/span><\/li>\n<li><span>Affirm task priority<\/span><\/li>\n<li><span>Assign tasks to a new sprint<\/span><\/li>\n<li><span>Discuss the potential for future sprints<\/span><span> <\/span><span>(optional)<\/span><\/li>\n<li><strong>Assigning the Backlog:<\/strong><\/li>\n<li><span>Discuss the issues with your team<\/span><\/li>\n<li><span>Assign each task to a developer<\/span><\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"pr-14-brand-identity-design\">\n<h2>PR. 14: Brand Identity Design<\/h2>\n<div class=\"text-content\">\n<p><span><strong>Summary<\/strong><\/span><\/p>\n<p><span>This procedure defines the requirements for planning a development sprint.<\/span><\/p>\n<p><span>The General Manager is responsible for the implementation and management of this procedure.<\/span><\/p>\n<p><span><strong>Revision and Approval<\/strong><\/span><\/p>\n<p><span>Revision number: 001<\/span><\/p>\n<p><span>Revision date: 01\/02\/2019<\/span><\/p>\n<p><span>Nature of changes: Initial process documented.<\/span><\/p>\n<p><span>Approved by: Oliver Peterson<\/span><\/p>\n<p><span><strong>Procedure Template &amp; Template History:<\/strong><\/span><span><strong> <\/strong><\/span><span><strong>(<\/strong><\/span><span><a href=\"https:\/\/www.process.st\/templates\/sprint-planning\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong>U<\/strong><\/a><\/span><span><a href=\"https:\/\/www.process.st\/templates\/sprint-planning\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong>RL<\/strong><\/a><\/span><span><strong>)<\/strong><\/span><\/p>\n<p><span><strong>Procedure<\/strong><\/span><\/p>\n<ol>\n<li><strong>Introduction:<\/strong><\/li>\n<li><strong>Preparation:<\/strong><\/li>\n<li><span>Record the sprint's details<\/span><\/li>\n<li><span>Check that your user stories have been groomed<\/span><\/li>\n<li><strong>Ordering the Backlog:<\/strong><\/li>\n<li><span>Discuss important context<\/span><\/li>\n<li><span>Create a new sprint<\/span><\/li>\n<li><span>Affirm task priority<\/span><\/li>\n<li><span>Assign tasks to a new sprint<\/span><\/li>\n<li><span>Discuss the potential for future sprints<\/span><span> <\/span><span>(optional)<\/span><\/li>\n<li><strong>Assigning the Backlog:<\/strong><\/li>\n<li><span>Discuss the issues with your team<\/span><\/li>\n<li><span>Assign each task to a developer<\/span><\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"pr-15-graphic-design-process\">\n<h2>PR. 15: Graphic Design Process<\/h2>\n<div class=\"text-content\">\n<p><span><strong>Summary<\/strong><\/span><\/p>\n<p><span>This procedure defines the requirements for start a new project with a client to provide images or designs.<\/span><\/p>\n<p><span>The Graphic Design Lead is responsible for the implementation and management of this procedure<\/span><\/p>\n<p><span><strong>Revision and Approval<\/strong><\/span><\/p>\n<p><span>Revision number: 001<\/span><\/p>\n<p><span>Revision date: 01\/02\/2019<\/span><\/p>\n<p><span>Nature of changes: Initial process documented.<\/span><\/p>\n<p><span>Approved by: Oliver Peterson<\/span><\/p>\n<p><span><strong>Procedure Template &amp; Template History:<\/strong><\/span><span><strong> <\/strong><\/span><span><strong>(<\/strong><\/span><span><a href=\"https:\/\/www.process.st\/templates\/graphic-design-process\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong>U<\/strong><\/a><\/span><span><a href=\"https:\/\/www.process.st\/templates\/graphic-design-process\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong>RL<\/strong><\/a><\/span><span><strong>)<\/strong><\/span><\/p>\n<p><span><strong>Procedure<\/strong><\/span><\/p>\n<ol>\n<li><strong>Introduction to Graphic Design Process:<\/strong><\/li>\n<li><span>Record client details<\/span><\/li>\n<li><span>Hold a briefing meeting with the client<\/span><\/li>\n<li><span>Research your client's ecosystem<\/span><\/li>\n<li><span>Mindmap the concept<\/span><\/li>\n<li><span>Create initial mockups<\/span><\/li>\n<li><span>Create your first draft designs<\/span><\/li>\n<li><span>Refine your work from feedback<\/span><\/li>\n<li><span>Pass the final work to the client<\/span><\/li>\n<li><span>Generate invoice<\/span><\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"pr-16-creating-an-invoice\">\n<h2>PR. 16: Creating an Invoice<\/h2>\n<div class=\"text-content\">\n<p><span><strong>Summary<\/strong><\/span><\/p>\n<p><span>This procedure defines the requirements for generating an invoice in minutes with simple automation.<\/span><\/p>\n<p><span>The accountant is responsible for the implementation and management of this procedure.<\/span><\/p>\n<p><span><strong>Revision and Approval<\/strong><\/span><\/p>\n<p><span>Revision number: 001<\/span><\/p>\n<p><span>Revision date: 01\/02\/2019<\/span><\/p>\n<p><span>Nature of changes: Initial process documented.<\/span><\/p>\n<p><span>Approved by: Oliver Peterson<\/span><\/p>\n<p><span><strong>Procedure Template &amp; Template History:<\/strong><\/span><span><strong> <\/strong><\/span><span><strong>(<\/strong><\/span><span><a href=\"https:\/\/www.process.st\/templates\/creating-an-invoice\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong>U<\/strong><\/a><\/span><span><a href=\"https:\/\/www.process.st\/templates\/creating-an-invoice\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong>RL<\/strong><\/a><\/span><span><strong>)<\/strong><\/span><\/p>\n<p><span><strong>Procedure<\/strong><\/span><\/p>\n<ol>\n<li><strong>Information:<\/strong><\/li>\n<li><span>Enter invoice info<\/span><\/li>\n<li><span>Enter client info<\/span><\/li>\n<li><span>Enter your info<\/span><\/li>\n<li><strong>Invoice:<\/strong><\/li>\n<li><span>Generate the invoice<\/span><\/li>\n<li><span>Receive money<\/span><\/li>\n<li><span>Contact the client to pursue payment<\/span><\/li>\n<li><span>Receive late payment<\/span><\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"pr-17-logo-design-process\">\n<h2>PR. 17: Logo Design Process<\/h2>\n<div class=\"text-content\">\n<p><span><strong>Summary<\/strong><\/span><\/p>\n<p><span>This procedure defines the requirements for co-ordinating the logo design process between a designer and client, making sure deliverables and feedback are stored in one place.<\/span><\/p>\n<p><span>The Graphic Design Lead is responsible for the implementation and management of this procedure.<\/span><\/p>\n<p><span><strong>Revision and Approval<\/strong><\/span><\/p>\n<p><span>Revision number: 001<\/span><\/p>\n<p><span>Revision date: 01\/02\/2019<\/span><\/p>\n<p><span>Nature of changes: Initial process documented.<\/span><\/p>\n<p><span>Approved by: Oliver Peterson<\/span><\/p>\n<p><span><strong>Procedure Template &amp; Template History:<\/strong><\/span><span><strong> <\/strong><\/span><span><strong>(<\/strong><\/span><span><a href=\"https:\/\/www.process.st\/templates\/logo-design-process\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong>U<\/strong><\/a><\/span><span><a href=\"https:\/\/www.process.st\/templates\/logo-design-process\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong>RL<\/strong><\/a><\/span><span><strong>)<\/strong><\/span><\/p>\n<p><span><strong>Procedure<\/strong><\/span><\/p>\n<ol>\n<li><strong>Introduction to the Logo Design Process:<\/strong><\/li>\n<li><span>Record client details<\/span><\/li>\n<li><span>Hold a briefing meeting<\/span><\/li>\n<li><span>Design: Prepare research to inspire the logo creation<\/span><\/li>\n<li><span>Client: Review the research report and provide your feedback<\/span><\/li>\n<li><span>Design: Conceptualize different logo options<\/span><\/li>\n<li><span>Client: Review the initial logo ideas<\/span><\/li>\n<li><span>Design: Draft your final concept proposals<\/span><\/li>\n<li><span>Client: Review the final concepts<\/span><\/li>\n<li><span>Design: Finalize the concept and deliver the materials<\/span><\/li>\n<li><span>Client: Review the final logo and give approval<\/span><\/li>\n<li><span>Design: Generate invoice<\/span><\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"pr-18-blog-prepublish-checklist\">\n<h2>PR. 18: Blog Pre-Publish Checklist<\/h2>\n<div class=\"text-content\">\n<p><span><strong>Summary<\/strong><\/span><\/p>\n<p><span>This procedure defines the requirements for running a blog post through all necessary pre-publish checks.<\/span><\/p>\n<p><span>The Content Manager is responsible for the implementation and management of this procedure.<\/span><\/p>\n<p><span><strong>Revision and Approval<\/strong><\/span><\/p>\n<p><span>Revision number: 001<\/span><\/p>\n<p><span>Revision date: 01\/02\/2019<\/span><\/p>\n<p><span>Nature of changes: Initial process documented.<\/span><\/p>\n<p><span>Approved by: Oliver Peterson<\/span><\/p>\n<p><span><strong>Procedure Template &amp; Template History:<\/strong><\/span><span><strong> <\/strong><\/span><span><strong>(<\/strong><\/span><span><a href=\"https:\/\/www.process.st\/templates\/blog-pre-publish-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong>U<\/strong><\/a><\/span><span><a href=\"https:\/\/www.process.st\/templates\/blog-pre-publish-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong>RL<\/strong><\/a><\/span><span><strong>)<\/strong><\/span><\/p>\n<p><span><strong>Procedure<\/strong><\/span><\/p>\n<ol>\n<li><strong>Introduction:<\/strong><\/li>\n<li><strong>Record post links:<\/strong><\/li>\n<li><span>Record post link<\/span><\/li>\n<li><strong>Pre-Publish:<\/strong><\/li>\n<li><span>Run spell check<\/span><\/li>\n<li><span>Proofread post<\/span><\/li>\n<li><span>Write 5 headlines<\/span><\/li>\n<li><span>Include sub-headings<\/span><\/li>\n<li><span>Check your links<\/span><\/li>\n<li><span>Standardize your lists<\/span><span> <\/span><span>(and<\/span><span> bullets)<\/span><\/li>\n<li><span>Check image size and ratio<\/span><\/li>\n<li><span>Check your video embeds<\/span><\/li>\n<li><span>Check all quotes<\/span><\/li>\n<li><span>Check for any strange formatting<\/span><\/li>\n<li><span>Have post approved<\/span><\/li>\n<li><span>Check publish date<\/span><\/li>\n<li><span>Update headline to best performing<\/span><span> <\/span><span>(post<\/span><span> A\/B test)<\/span><\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"pr-19-content-promotion-checklist\">\n<h2>PR. 19: Content Promotion Checklist<\/h2>\n<div class=\"text-content\">\n<p><span><strong>Summary<\/strong><\/span><\/p>\n<p><span>This procedure defines the requirements for promoting a new piece of content.<\/span><\/p>\n<p><span>The Content Manager is responsible for the implementation and management of this procedure.<\/span><\/p>\n<p><span><strong>Revision and Approval<\/strong><\/span><\/p>\n<p><span>Revision number: 001<\/span><\/p>\n<p><span>Revision date: 01\/02\/2019<\/span><\/p>\n<p><span>Nature of changes: Initial process documented.<\/span><\/p>\n<p><span>Approved by: Oliver Peterson<\/span><\/p>\n<p><span><strong>Procedure Template &amp; Template History:<\/strong><\/span><span><strong> <\/strong><\/span><span><strong>(<\/strong><\/span><span><a href=\"https:\/\/www.process.st\/templates\/content-promotion-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong>U<\/strong><\/a><\/span><span><a href=\"https:\/\/www.process.st\/templates\/content-promotion-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong>RL<\/strong><\/a><\/span><span><strong>)<\/strong><\/span><\/p>\n<p><span><strong>Procedure<\/strong><\/span><\/p>\n<ol>\n<li><strong>Introduction:<\/strong><\/li>\n<li><span>Set up blog<\/span><\/li>\n<li><span>Prepare your Post<\/span><\/li>\n<li><span>Share on Social Media<\/span><\/li>\n<li><span>Email your Subscribers<\/span><\/li>\n<li><strong>Outreach:<\/strong><\/li>\n<li><span>Submit to Social Bookmarking Sites &amp; Directories<\/span><\/li>\n<li><strong>Syndication:<\/strong><\/li>\n<li><span>Use JustReTweet<\/span><\/li>\n<li><span>Post on Related Forums and Groups<\/span><\/li>\n<li><span>Comment on related Blog Posts<\/span><\/li>\n<li><span>Post on Q&amp;A Sites<\/span><\/li>\n<li><span>Scoop.it<\/span><\/li>\n<li><span>Reverse Engineer your Competition<\/span><\/li>\n<li><span>Pay for Promotion<\/span><\/li>\n<li><span>Deep-Link to the Content from Older Posts<\/span><\/li>\n<li><span>Submit to Link Roundups<\/span><\/li>\n<li><span>Repurpose Your Content<\/span><\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"pr-20-new-affiliate-onboarding\">\n<h2>PR. 20 New Affiliate Onboarding<\/h2>\n<div class=\"text-content\">\n<p><span><strong>Summary<\/strong><\/span><\/p>\n<p><span>This procedure defines the requirements for onboarding new affiliate partners.<\/span><\/p>\n<p><span>The Director of Marketing is responsible for the implementation and management of this procedure.<\/span><\/p>\n<p><span><strong>Revision and Approval<\/strong><\/span><\/p>\n<p><span>Revision number: 001<\/span><\/p>\n<p><span>Revision date: 01\/02\/2019<\/span><\/p>\n<p><span>Nature of changes: Initial process documented.<\/span><\/p>\n<p><span>Approved by: Oliver Peterson<\/span><\/p>\n<p><span><strong>Procedure Template &amp; Template History:<\/strong><\/span><span><strong> <\/strong><\/span><span><strong>(<\/strong><\/span><span><a href=\"https:\/\/www.process.st\/templates\/new-affiliate-onboarding\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong>U<\/strong><\/a><\/span><span><a href=\"https:\/\/www.process.st\/templates\/new-affiliate-onboarding\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong>RL<\/strong><\/a><\/span><span><strong>)<\/strong><\/span><\/p>\n<p><span><strong>Procedure<\/strong><\/span><\/p>\n<ol>\n<li><strong>Introduction:<\/strong><\/li>\n<li><strong>Review:<\/strong><\/li>\n<li><span>Gather applicant's information<\/span><\/li>\n<li><span>Review applicant's profile<\/span><\/li>\n<li><span>Conduct an interview with the applicant<\/span><\/li>\n<li><strong>Approval:<\/strong><\/li>\n<li><span>Decide whether or not to approve the applicant<\/span><\/li>\n<li><span>Let the new affiliate partner know they were successful<\/span><\/li>\n<li><span>Let the applicant know they were unsuccessful<\/span><\/li>\n<li><span>Add new affiliate to your affiliate management tool<\/span><\/li>\n<li><strong>Paperwork:<\/strong><\/li>\n<li><span>Come to agreement on partnership terms<\/span><\/li>\n<li><span>Send off and received back a signed copy of the document<\/span><\/li>\n<li><strong>Guidelines and resources:<\/strong><\/li>\n<li><span>Give instructions on how to identify as an affiliate<\/span><\/li>\n<li><span>Provide them with everything they need to perform their role<\/span><\/li>\n<li><span>Communicate logo and image usage guidelines<\/span><\/li>\n<li><strong>Announcements:<\/strong><\/li>\n<li><span>Promote new affiliate partnership<\/span><\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"pr-21-intro-to-fmea-template-failure-mode-and-effects-analysis\">\n<h2>PR. 21: Intro to FMEA Template: Failure Mode and Effects Analysis<\/h2>\n<div class=\"text-content\">\n<p><span><strong>Summary<\/strong><\/span><\/p>\n<p><span>This procedure defines the requirements for conducting an FMEA.<\/span><\/p>\n<p><span>The Quality Assurance Manager is responsible for the implementation and management of this procedure.<\/span><\/p>\n<p><span><strong>Revision and Approval<\/strong><\/span><\/p>\n<p><span>Revision number: 001<\/span><\/p>\n<p><span>Revision date: 01\/02\/2019<\/span><\/p>\n<p><span>Nature of changes: Initial process documented.<\/span><\/p>\n<p><span>Approved by: Oliver Peterson<\/span><\/p>\n<p><span><strong>Procedure Template &amp; Template History:<\/strong><\/span><span><strong> <\/strong><\/span><span><strong>(<\/strong><\/span><span><a href=\"https:\/\/www.process.st\/templates\/fmea-template-failure-mode-and-effects-analysis\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong>U<\/strong><\/a><\/span><span><a href=\"https:\/\/www.process.st\/templates\/fmea-template-failure-mode-and-effects-analysis\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong>RL<\/strong><\/a><\/span><span><strong>)<\/strong><\/span><\/p>\n<p><span><strong>Procedure<\/strong><\/span><\/p>\n<ol>\n<li><strong>Introduction:<\/strong><\/li>\n<li><span>Record the stakeholders involved in the analysis<\/span><\/li>\n<li><span>Define the scope of your investigation<\/span><\/li>\n<li><span>Determine all the functions within the process<\/span><\/li>\n<li><span>Identify all the possible failures for each function<\/span><\/li>\n<li><span>Identify all the consequences for each failure mode<\/span><\/li>\n<li><span>Determine the severity rating for each effect<\/span><\/li>\n<li><span>Establish the root causes for each failure mode<\/span><\/li>\n<li><span>Calculate the occurrence rating for each cause<\/span><\/li>\n<li><span>Determine the existing process controls for each cause<\/span><\/li>\n<li><span>Calculate the detection rating for each control<\/span><\/li>\n<li><span>Calculate the Risk Priority Number<\/span><span> <\/span><span>(RPN)<\/span><span> for each failure mode<\/span><\/li>\n<li><span>Calculate the criticality for each failure mode<\/span><\/li>\n<li><span>Identify corrective actions and responsibilities<\/span><\/li>\n<li><span>Estimate projected RPNs and criticality for proposed solutions<\/span><\/li>\n<li><span>Establish a tracking process to monitor solution performances<\/span><\/li>\n<li><span>Upload your finished FMEA grid<\/span><\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"pr-22-process-for-improving-a-process\">\n<h2>PR. 22: Process for Improving a Process<\/h2>\n<div class=\"text-content\">\n<p><span><strong>Summary<\/strong><\/span><\/p>\n<p><span>This procedure defines the requirements for ongoing framework for testing, updating, and continually improving an existing process.<\/span><\/p>\n<p><span>The Quality Assurance Manager is responsible for the implementation and management of this procedure.<\/span><\/p>\n<p><span><strong>Revision and Approval<\/strong><\/span><\/p>\n<p><span>Revision number: 001<\/span><\/p>\n<p><span>Revision date: 01\/02\/2019<\/span><\/p>\n<p><span>Nature of changes: Initial process documented.<\/span><\/p>\n<p><span>Approved by: Oliver Peterson<\/span><\/p>\n<p><span><strong>Procedure Template &amp; Template History:<\/strong><\/span><span><strong> <\/strong><\/span><span><strong>(<\/strong><\/span><span><a href=\"https:\/\/app.process.st\/templates\/The-Process-for-Improving-a-Process-Brightstar-Marketing-uHiQFlA4Yw7zm2VPej9H1A\/view\" rel=\"nofollow noopener\" target=\"_blank\"><strong>U<\/strong><\/a><\/span><span><a href=\"https:\/\/app.process.st\/templates\/The-Process-for-Improving-a-Process-Brightstar-Marketing-uHiQFlA4Yw7zm2VPej9H1A\/view\" rel=\"nofollow noopener\" target=\"_blank\"><strong>RL<\/strong><\/a><\/span><span><strong>)<\/strong><\/span><\/p>\n<p><span><strong>Procedure<\/strong><\/span><\/p>\n<ol>\n<li><strong>Introduction:<\/strong><\/li>\n<li><strong>Preparation:<\/strong><\/li>\n<li><span>Collect basic information<\/span><\/li>\n<li><strong>Identifying the process:<\/strong><\/li>\n<li><span>Note which process needs improving<\/span><\/li>\n<li><span>Identify the elements of the process<\/span><\/li>\n<li><strong>Assessing the process:<\/strong><\/li>\n<li><span>Determine whether current process is most optimal<\/span><\/li>\n<li><span>Assess the strengths and weaknesses of the process<\/span><\/li>\n<li><span>Determine non-essential tasks<\/span><\/li>\n<li><span>Determine which tasks can be automated<\/span><\/li>\n<li><strong>Updating the process:<\/strong><\/li>\n<li><span>Remove non-essential steps<\/span><\/li>\n<li><span>Automate where possible<\/span><\/li>\n<li><strong>Testing the process:<\/strong><\/li>\n<li><span>Make sure the process still works<\/span><\/li>\n<li><span>Determine optimal solution<\/span><\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"pr-23-accounting-onboarding-procedures\">\n<h2>PR. 23: Accounting Onboarding Procedures<\/h2>\n<div class=\"text-content\">\n<p><span><strong>Summary<\/strong><\/span><\/p>\n<p><span>This procedure defines the requirements for training new accountancy staff and integrating them into your team.<\/span><\/p>\n<p><span>The Accountant is responsible for the implementation and management of this procedure.<\/span><\/p>\n<p><span><strong>Revision and Approval<\/strong><\/span><\/p>\n<p><span>Revision number: 001<\/span><\/p>\n<p><span>Revision date: 01\/02\/2019<\/span><\/p>\n<p><span>Nature of changes: Initial process documented.<\/span><\/p>\n<p><span>Approved by: Oliver Peterson<\/span><\/p>\n<p><span><strong>Procedure Template &amp; Template History:<\/strong><\/span><span><strong> <\/strong><\/span><span><strong>(<\/strong><\/span><span><a href=\"https:\/\/www.process.st\/templates\/accounting-onboarding-procedures\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong>U<\/strong><\/a><\/span><span><a href=\"https:\/\/www.process.st\/templates\/accounting-onboarding-procedures\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong>RL<\/strong><\/a><\/span><span><strong>)<\/strong><\/span><\/p>\n<p><span><strong>Procedure<\/strong><\/span><\/p>\n<ol>\n<li><strong>Introduction:<\/strong><\/li>\n<li><strong>Before the first day:<\/strong><\/li>\n<li><span>Record employee details<\/span><\/li>\n<li><span>Request a letter of employment<\/span><\/li>\n<li><span>Invite your new hire to a preliminary meeting<\/span><\/li>\n<li><span>Collect their personal information<\/span><\/li>\n<li><span>Prepare an employee agreement with them<\/span><\/li>\n<li><span>Double sign all documents<\/span><\/li>\n<li><span>Send all documents to HR<\/span><\/li>\n<li><span>Set them up with their accounts<\/span><\/li>\n<li><span>Create their bio for the company website<\/span><\/li>\n<li><span>Take a professional photo<\/span><\/li>\n<li><span>Remind them which day they officially start<\/span><\/li>\n<li><strong>First day:<\/strong><\/li>\n<li><span>Show them their workspace<\/span><\/li>\n<li><span>Explain to them their training plan<\/span><\/li>\n<li><span>Hold an informal team welcome meeting<\/span><\/li>\n<li><span>Begin training them on your accounting software<\/span><\/li>\n<li><span>Finish the day with a casual chat<\/span><\/li>\n<li><strong>First week:<\/strong><\/li>\n<li><span>Have your new hire shadow team members<\/span><\/li>\n<li><span>Create mock scenario for accounting software<\/span><\/li>\n<li><span>Question them on details of the auditing methodology<\/span><\/li>\n<li><span>Let them pick their mentor<\/span><\/li>\n<li><strong>After the first week:<\/strong><\/li>\n<li><span>Ask them to mock audit a department's records<\/span><\/li>\n<li><span>Ensure employee is working closely with their mentor<\/span><\/li>\n<li><span>Assign them to a project with an experienced lead<\/span><\/li>\n<li><strong>The end of the first month:<\/strong><\/li>\n<li><span>Arrange a meeting to discuss their experience<\/span><\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"pr-24-expense-management-process\">\n<h2>PR. 24: Expense Management Process<\/h2>\n<div class=\"text-content\">\n<p><span><strong>Summary<\/strong><\/span><\/p>\n<p><span>This procedure defines the requirements for processing employee expense claims.<\/span><\/p>\n<p><span>The Accountant is responsible for the implementation and management of this procedure.<\/span><\/p>\n<p><span><strong>Revision and Approval<\/strong><\/span><\/p>\n<p><span>Revision number: 001<\/span><\/p>\n<p><span>Revision date: 01\/02\/2019<\/span><\/p>\n<p><span>Nature of changes: Initial process documented.<\/span><\/p>\n<p><span>Approved by: Oliver Peterson<\/span><\/p>\n<p><span><strong>Procedure Template &amp; Template History:<\/strong><\/span><span><strong> <\/strong><\/span><span><strong>(<\/strong><\/span><span><a href=\"https:\/\/www.process.st\/templates\/expense-management-process\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong>U<\/strong><\/a><\/span><span><a href=\"https:\/\/www.process.st\/templates\/expense-management-process\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong>RL<\/strong><\/a><\/span><span><strong>)<\/strong><\/span><\/p>\n<p><span><strong>Procedure<\/strong><\/span><\/p>\n<ol>\n<li><strong>Introduction:<\/strong><\/li>\n<li><strong>Claimant:<\/strong><\/li>\n<li><span>Record details of the expense<\/span><\/li>\n<li><strong>Manager:<\/strong><\/li>\n<li><span>Approve or reject the expense claim<\/span><\/li>\n<li><span>State reason for rejection<\/span><\/li>\n<li><strong>Accountant:<\/strong><\/li>\n<li><span>Notify the employee of expense approval<\/span><\/li>\n<li><span>Notify the employee of expense rejection<\/span><\/li>\n<li><span>Add to department expense account<\/span><\/li>\n<li><strong>Human Resources:<\/strong><\/li>\n<li><span>Send to HR manager to reimburse on next pay check<\/span><\/li>\n<li><span>Remind HR to process the expense<\/span><\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"pr-25-accounts-receivable-process\">\n<h2>PR. 25: Accounts Receivable Process<\/h2>\n<div class=\"text-content\">\n<p><span><strong>Summary<\/strong><\/span><\/p>\n<p><span>This procedure defines the requirements for requesting and recording payments made to your company.<\/span><\/p>\n<p><span>The Accountant is responsible for the implementation and management of this procedure.<\/span><\/p>\n<p><span><strong>Revision and Approval<\/strong><\/span><\/p>\n<p><span>Revision number: 001<\/span><\/p>\n<p><span>Revision date: 01\/02\/2019<\/span><\/p>\n<p><span>Nature of changes: Initial process documented.<\/span><\/p>\n<p><span>Approved by: Oliver Peterson<\/span><\/p>\n<p><span><strong>Procedure Template &amp; Template History:<\/strong><\/span><span><strong> <\/strong><\/span><span><strong>(<\/strong><\/span><span><a href=\"https:\/\/www.process.st\/templates\/accounts-receivable-process\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong>U<\/strong><\/a><\/span><span><a href=\"https:\/\/www.process.st\/templates\/accounts-receivable-process\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong>RL<\/strong><\/a><\/span><span><strong>)<\/strong><\/span><\/p>\n<p><span><strong>Procedure<\/strong><\/span><\/p>\n<ol>\n<li><strong>Introduction:<\/strong><\/li>\n<li><strong>The buyer:<\/strong><\/li>\n<li><span>Record buyer details<\/span><\/li>\n<li><strong>Establish your credit practices:<\/strong><\/li>\n<li><span>Send the buyer a credit application<\/span><\/li>\n<li><span>Run a credit check on the purchasing company<\/span><\/li>\n<li><span>Send the buyer your terms of sale<\/span><\/li>\n<li><strong>Invoicing:<\/strong><\/li>\n<li><span>Check customer payment terms<\/span><\/li>\n<li><span>Generate and send invoice in your accounting software<\/span><\/li>\n<li><strong>Tracking:<\/strong><\/li>\n<li><span>Record your activity digitally<\/span><\/li>\n<li><span>Make a second physical copy<\/span><\/li>\n<li><span>Establish monthly contact with your client<\/span><\/li>\n<li><strong>Accounting for accounts receivable:<\/strong><\/li>\n<li><span>Record for sales on credit of services<\/span><\/li>\n<li><span>Record for sales on credit of goods<\/span><\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"pr-26-accounts-payable-process\">\n<h2>PR. 26: Accounts Payable Process<\/h2>\n<div class=\"text-content\">\n<p><span><strong>Summary<\/strong><\/span><\/p>\n<p><span>This procedure defines the requirements for handling outgoing payments in an efficient and compliant manner.<\/span><\/p>\n<p><span>The Accountant is responsible for the implementation and management of this procedure.<\/span><\/p>\n<p><span><strong>Revision and Approval<\/strong><\/span><\/p>\n<p><span>Revision number: 001<\/span><\/p>\n<p><span>Revision date: 01\/02\/2019<\/span><\/p>\n<p><span>Nature of changes: Initial process documented.<\/span><\/p>\n<p><span>Approved by: Oliver Peterson<\/span><\/p>\n<p><span><strong>Procedure Template &amp; Template History:<\/strong><\/span><span><strong> <\/strong><\/span><span><strong>(<\/strong><\/span><span><a href=\"https:\/\/www.process.st\/templates\/accounts-payable-process\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong>U<\/strong><\/a><\/span><span><a href=\"https:\/\/www.process.st\/templates\/accounts-payable-process\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong>RL<\/strong><\/a><\/span><span><strong>)<\/strong><\/span><\/p>\n<p><span><strong>Procedure<\/strong><\/span><\/p>\n<ol>\n<li><strong>Introduction:<\/strong><\/li>\n<li><strong>Purchase order:<\/strong><\/li>\n<li><span>Enter purchase order details<\/span><\/li>\n<li><span>Send to the vendor accounting department<\/span><\/li>\n<li><span>Send to the receiving department<\/span><\/li>\n<li><span>Send to the senior accountant in your department<\/span><\/li>\n<li><span>File a copy for internal records<\/span><\/li>\n<li><strong>Receiving report:<\/strong><\/li>\n<li><span>Create a receiving report<\/span><\/li>\n<li><strong>Document validation:<\/strong><\/li>\n<li><span>Gather the receiving report, PO, and vendors invoice<\/span><\/li>\n<li><span>Double check a three-way match<\/span><\/li>\n<li><span>Report errors to relevant team member<\/span><\/li>\n<li><span>Confirm all documents have been amended<\/span><\/li>\n<li><strong>Payment:<\/strong><\/li>\n<li><span>Enter the invoice into the accounts payable account<\/span><\/li>\n<li><span>Check dates to avoid penalty charges<\/span><\/li>\n<li><span>Schedule the payment<\/span><\/li>\n<li><span>Stamp all documents<\/span><\/li>\n<li><span>Create voucher for the documents<\/span><\/li>\n<li><span>Store in paid voucher\/invoice file<\/span><\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"pr-27-income-profit-and-loss-statement-process\">\n<h2>PR. 27: Income (Profit and Loss) Statement Process<\/h2>\n<div class=\"text-content\">\n<p><span><strong>Summary<\/strong><\/span><\/p>\n<p><span>This procedure defines the requirements for determining how much money your company has earned and spent each quarter.<\/span><\/p>\n<p><span>The Accountant is responsible for the implementation and management of this procedure<\/span><\/p>\n<p><span><strong>Revision and Approval<\/strong><\/span><\/p>\n<p><span>Revision number: 001<\/span><\/p>\n<p><span>Revision date: 01\/02\/2019<\/span><\/p>\n<p><span>Nature of changes: Initial process documented.<\/span><\/p>\n<p><span>Approved by: Oliver Peterson<\/span><\/p>\n<p><span><strong>Procedure Template &amp; Template History:<\/strong><\/span><span><strong> <\/strong><\/span><span><strong>(<\/strong><\/span><span><a href=\"https:\/\/www.process.st\/templates\/income-profit-and-loss-statement-process\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong>U<\/strong><\/a><\/span><span><a href=\"https:\/\/www.process.st\/templates\/income-profit-and-loss-statement-process\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong>RL<\/strong><\/a><\/span><span><strong>)<\/strong><\/span><\/p>\n<p><span><strong>Procedure<\/strong><\/span><\/p>\n<ol>\n<li><strong>Introduction:<\/strong><\/li>\n<li><strong>Gross profit:<\/strong><\/li>\n<li><span>Record your sources of revenue<\/span><\/li>\n<li><span>Calculate total revenue<\/span><\/li>\n<li><span>Record your costs of goods sold<\/span><span> <\/span><span>(COGS)<\/span><\/li>\n<li><span>Calculate gross profit<\/span><\/li>\n<li><strong>Net income:<\/strong><\/li>\n<li><span>List all other operating expenses<\/span><\/li>\n<li><span>Calculate profit before taxes<\/span><\/li>\n<li><span>Calculate net income<\/span><\/li>\n<li><strong>Retained earnings:<\/strong><\/li>\n<li><span>Consult previous year's report for retained earnings<\/span><span> <\/span><span>(RE)<\/span><\/li>\n<li><span>Take net income\/loss and add to RE<\/span><\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"pr-28-cash-flow-report\">\n<h2>PR. 28: Cash Flow Report<\/h2>\n<div class=\"text-content\">\n<p><span><strong>Summary<\/strong><\/span><\/p>\n<p><span>This procedure defines the requirements for creating a quarterly cash flow report.<\/span><\/p>\n<p><span>The Accountant is responsible for the implementation and management of this procedure.<\/span><\/p>\n<p><span><strong>Revision and Approval<\/strong><\/span><\/p>\n<p><span>Revision number: 001<\/span><\/p>\n<p><span>Revision date: 01\/02\/2019<\/span><\/p>\n<p><span>Nature of changes: Initial process documented.<\/span><\/p>\n<p><span>Approved by: Oliver Peterson<\/span><\/p>\n<p><span><strong>Procedure Template &amp; Template History:<\/strong><\/span><span><strong> <\/strong><\/span><span><strong>(<\/strong><\/span><span><a href=\"https:\/\/www.process.st\/templates\/cash-flow-report\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong>U<\/strong><\/a><\/span><span><a href=\"https:\/\/www.process.st\/templates\/cash-flow-report\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong>RL<\/strong><\/a><\/span><span><strong>)<\/strong><\/span><\/p>\n<p><span><strong>Procedure<\/strong><\/span><\/p>\n<ol>\n<li><strong>Introduction:<\/strong><\/li>\n<li><strong>Preparation:<\/strong><\/li>\n<li><span>Gather financial documents<\/span><\/li>\n<li><span>Calculate changes in the balance sheet<\/span><\/li>\n<li><strong>Analyze cash activities:<\/strong><\/li>\n<li><span>Determine the sources and uses of cash accounts<\/span><\/li>\n<li><strong>Create the worksheet:<\/strong><\/li>\n<li><span>Create the header and columns<\/span><\/li>\n<li><span>Label the rows<\/span><\/li>\n<li><strong>Populate the worksheet:<\/strong><\/li>\n<li><span>Compute total cash receipts<\/span><\/li>\n<li><span>Compute total cash disbursements<\/span><\/li>\n<li><span>Calculate net cash flow<\/span><\/li>\n<li><span>Verify and save the final cash flow statement<\/span><\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"pr-29-balance-sheet-statement-preparation-checklist\">\n<h2>PR. 29: Balance Sheet Statement Preparation Checklist<\/h2>\n<div class=\"text-content\">\n<p><span><strong>Summary<\/strong><\/span><\/p>\n<p><span>This procedure defines the requirements for creating a snapshot of your company\u2019s financial position.<\/span><\/p>\n<p><span>The Accountant is responsible for the implementation and management of this procedure.<\/span><\/p>\n<p><span><strong>Revision and Approval<\/strong><\/span><\/p>\n<p><span>Revision number: 001<\/span><\/p>\n<p><span>Revision date: 01\/02\/2019<\/span><\/p>\n<p><span>Nature of changes: Initial process documented.<\/span><\/p>\n<p><span>Approved by: Oliver Peterson<\/span><\/p>\n<p><span><strong>Procedure Template &amp; Template History:<\/strong><\/span><span><strong> <\/strong><\/span><span><strong>(<\/strong><\/span><span><a href=\"https:\/\/www.process.st\/templates\/balance-sheet-statement-preparation-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong>U<\/strong><\/a><\/span><span><a href=\"https:\/\/www.process.st\/templates\/balance-sheet-statement-preparation-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong>RL<\/strong><\/a><\/span><span><strong>)<\/strong><\/span><\/p>\n<p><span><strong>Procedure<\/strong><\/span><\/p>\n<ol>\n<li><strong>Introduction:<\/strong><\/li>\n<li><strong>Preparation:<\/strong><\/li>\n<li><span>Gather necessary information<\/span><\/li>\n<li><span>Know the balance sheet's basic accounting equation<\/span><\/li>\n<li><strong>Building the statement:<\/strong><\/li>\n<li><span>Create the header of the balance sheet<\/span><\/li>\n<li><span>Determine and classify assets<\/span><\/li>\n<li><span>Calculate total assets<\/span><\/li>\n<li><span>Determine and classify liabilities<\/span><\/li>\n<li><span>Compute total liabilities<\/span><\/li>\n<li><span>Determine stockholders' equity<\/span><\/li>\n<li><span>Calculate stockholders' equity<\/span><\/li>\n<li><span>Compute liabilities and stockholders' equity<\/span><\/li>\n<li><span>Review the balance sheet<\/span><\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"pr-30-business-tax-preparation-checklist\">\n<h2>PR. 30: Business Tax Preparation Checklist<\/h2>\n<div class=\"text-content\">\n<p><span><strong>Summary<\/strong><\/span><\/p>\n<p><span>This procedure defines the requirements for double checking and gathering all the necessary information and materials to file your business tax return.<\/span><\/p>\n<p><span>The Accountant is responsible for the implementation and management of this procedure.<\/span><\/p>\n<p><span><strong>Revision and Approval<\/strong><\/span><\/p>\n<p><span>Revision number: 001<\/span><\/p>\n<p><span>Revision date: 01\/02\/2019<\/span><\/p>\n<p><span>Nature of changes: Initial process documented.<\/span><\/p>\n<p><span>Approved by: Oliver Peterson<\/span><\/p>\n<p><span><strong>Procedure Template &amp; Template History:<\/strong><\/span><span><strong> <\/strong><\/span><span><strong>(<\/strong><\/span><span><a href=\"https:\/\/www.process.st\/templates\/business-tax-preparation-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong>U<\/strong><\/a><\/span><span><a href=\"https:\/\/www.process.st\/templates\/business-tax-preparation-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong>RL<\/strong><\/a><\/span><span><strong>)<\/strong><\/span><\/p>\n<p><span><strong>Procedure<\/strong><\/span><\/p>\n<ol>\n<li><strong>Introduction:<\/strong><\/li>\n<li><strong>First step:<\/strong><\/li>\n<li><span>Record tax advisor\/accountant contact details<\/span><\/li>\n<li><strong>Analysis of current and past financial data:<\/strong><\/li>\n<li><span>Collect copies of federal and state tax returns<\/span><\/li>\n<li><span>Consult copies of articles of incorporation<\/span><\/li>\n<li><span>Calculate year end balance sheets<\/span><\/li>\n<li><span>Review year-end bank statements<\/span><\/li>\n<li><span>Review gross receipts from sales or services<\/span><\/li>\n<li><span>Check sales records<\/span><span> <\/span><span>(for<\/span><span> accrual based taxpayers)<\/span><\/li>\n<li><span>Calculate total returns and allowances<\/span><\/li>\n<li><span>Gather business checking\/savings account interest<\/span><\/li>\n<li><span>Identify other income<\/span><\/li>\n<li><strong>Personal identification of owners:<\/strong><\/li>\n<li><span>List all business owners' details<\/span><\/li>\n<li><span>Note the identification number of the business<\/span><\/li>\n<li><strong>Benefits, loans and transactions documents:<\/strong><\/li>\n<li><span>Compile details of fringe benefits<\/span><\/li>\n<li><span>Gather documents of business loans<\/span><\/li>\n<li><span>Gather records of all business insurance<\/span><\/li>\n<li><span>Locate information on interest expenses<\/span><\/li>\n<li><span>Document legal fees<\/span><\/li>\n<li><strong>Payroll data:<\/strong><\/li>\n<li><span>Collect payroll forms<\/span><\/li>\n<li><span>List commissions paid to subcontractors<\/span><\/li>\n<li><span>Record wages paid to employees<\/span><\/li>\n<li><strong>Expense details:<\/strong><\/li>\n<li><span>Collate all advertising costs<\/span><\/li>\n<li><span>Document all transportation and travel expenses<\/span><\/li>\n<li><span>Record office supply expenses<\/span><\/li>\n<li><span>Record rental expenses<\/span><\/li>\n<li><span>List any other expenses<\/span><\/li>\n<li><strong>List of assets and depreciation:<\/strong><\/li>\n<li><span>Disclose asset acquisitions<\/span><\/li>\n<li><span>Work out your depreciation expense schedules<\/span><\/li>\n<li><span>Document details of asset dispositions<\/span><\/li>\n<li><strong>IRS correspondence:<\/strong><\/li>\n<li><span>Find any communications with the IRS<\/span><\/li>\n<li><strong>Compile and deliver the documentation:<\/strong><\/li>\n<li><span>Schedule meeting with your tax advisor\/accountant<\/span><\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"pr-31-annual-financial-report-template\">\n<h2>PR. 31: Annual Financial Report Template<\/h2>\n<div class=\"text-content\">\n<p><span><strong>Summary<\/strong><\/span><\/p>\n<p><span>This procedure defines the requirements for creating a comprehensive overview of all financial, operational, and strategic activity of your business.<\/span><\/p>\n<p><span>The Accountant is responsible for the implementation and management of this procedure.<\/span><\/p>\n<p><span><strong>Revision and Approval<\/strong><\/span><\/p>\n<p><span>Revision number: 001<\/span><\/p>\n<p><span>Revision date: 01\/02\/2019<\/span><\/p>\n<p><span>Nature of changes: Initial process documented.<\/span><\/p>\n<p><span>Approved by: Oliver Peterson<\/span><\/p>\n<p><span><strong>Procedure Template &amp; Template History:<\/strong><\/span><span><strong> <\/strong><\/span><span><strong>(<\/strong><\/span><span><a href=\"https:\/\/www.process.st\/templates\/annual-financial-report-template\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong>U<\/strong><\/a><\/span><span><a href=\"https:\/\/www.process.st\/templates\/annual-financial-report-template\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong>RL<\/strong><\/a><\/span><span><strong>)<\/strong><\/span><\/p>\n<p><span><strong>Procedure<\/strong><\/span><\/p>\n<ol>\n<li><strong>Introduction:<\/strong><\/li>\n<li><strong>Gather financial statements:<\/strong><\/li>\n<li><span>Contact accounting department for financial statements<\/span><\/li>\n<li><span>Determine any additional sections of the report<\/span><\/li>\n<li><strong>Verify financial data:<\/strong><\/li>\n<li><span>Check liabilities plus equity is equal to total assets<\/span><\/li>\n<li><span>Check retained earnings has been updated<\/span><\/li>\n<li><span>Check profit before taxes is present<\/span><\/li>\n<li><span>Add the increase\/decrease to year opening cash balance<\/span><\/li>\n<li><span>Confirm all figures are correct<\/span><\/li>\n<li><span>Describe the errors that have been identified<\/span><\/li>\n<li><span>Request errors to be amended<\/span><\/li>\n<li><span>Add a section explaining the report's structure<\/span><\/li>\n<li><strong>Letter from the CEO:<\/strong><\/li>\n<li><span>Send your CEO the financial overview<\/span><\/li>\n<li><span>Add the CEO's letter to the report<\/span><\/li>\n<li><strong>Senior management profiles:<\/strong><\/li>\n<li><span>Contact HR for a list of directors and senior management<\/span><\/li>\n<li><span>Contact each for a brief quote about annual performance<\/span><\/li>\n<li><strong>Plans for the future:<\/strong><\/li>\n<li><span>Enter the company's strategic plan<\/span><\/li>\n<li><span>Add info on new product and services for coming year<\/span><\/li>\n<li><span>Include the accompanying adjusted projections<\/span><\/li>\n<li><strong>Submit for review:<\/strong><\/li>\n<li><span>Pass to a colleague for review and editing assistance<\/span><\/li>\n<li><span>Submit to the CEO for review<\/span><\/li>\n<li><span>Obtain signatures from the CEO and CFO<\/span><\/li>\n<li><span>Gain top management &amp; board of directors' approval<\/span><\/li>\n<li><span>Submit to the relevant regulatory body<\/span><\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"overview\">\n<h2>Overview:<\/h2>\n<div class=\"text-content\">\n<h5>Improvements<\/h5>\n<p>This QMS is due to be reviewed by executive management every 6 months. The Quality Assurance Manager is responsible for organizing and chairing this meeting. All notes from each review committee meeting will be uploaded into this section of the QMS.<\/p>\n<p>The items to be improved for consideration in the next review committee meeting are as follows:<\/p>\n<ul>\n<li>Formalization of the DMAIC process for procedure improvement.<\/li>\n<li>Formalization of the DFSS process for procedure creation.<\/li>\n<li>Formalization of the procedure the QAM follows to determine whether DFSS is necessary.<\/li>\n<li>Creation of process diagrams and maps to illustrate the various flows within the company.<\/li>\n<li>Creation of a procedure for quality management administration applicable to the role of the QAM<\/li>\n<li>Creation of a procedure for the timely update of the QMS Mini-Manual in line with individual procedure updates.<\/li>\n<\/ul>\n<p><strong>Disclaimer<\/strong>:<\/p>\n<ol>\n<li>Process Street is not affiliated or in partnership with the International Organization for Standardization (ISO). The materials on Process Street\u2019s website are provided on an as-is basis and are for educational purposes. Process Street makes no warranties, expressed or implied, and hereby disclaims and negates all other warranties including, without limitation, implied warranties or conditions of merchantability, fitness for a particular purpose, or non-infringement of intellectual property or other violation of rights.\n<\/li>\n<li>Further, Process Street does not warrant or make any representations concerning the accuracy, likely results, or reliability of the use of the materials on its website or otherwise relating to such materials or on any sites linked to this site.<\/li>\n<\/ol><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>How to use this template This template is designed to help you easily build standard operating procedures which adhere to ISO-9001:2015 Quality Manual Add this template to your organization in Process Street and you can export it as a PDF once you have completed it. You can find the structure version of this template without [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":16516,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"","cover_icon_url":"","tasks_count":"39","template_description":"An ISO-9001:2015 compliant QMS Mini-Manual of standard operating procedures for use at Brightstar Marketing.","template_id":"h-asYvZCpL7JeY8HZlNFfA","task_0":"How to use this template","task_slug_0":"how-to-use-this-template","task_1":"Introduction:","task_slug_1":"introduction","task_2":"Amendments:","task_slug_2":"amendments","task_3":"Purpose:","task_slug_3":"purpose","task_4":"Responsibilities:","task_slug_4":"responsibilities","task_5":"Scope:","task_slug_5":"scope","task_6":"Procedures:","task_slug_6":"procedures","task_7":"PR. 01: PPC Audit Checklist","task_slug_7":"pr-01-ppc-audit-checklist","task_8":"PR. 02: PPC Daily Campaign Review Checklist","task_slug_8":"pr-02-ppc-daily-campaign-review-checklist","task_9":"PR. 03: PPC Weekly Campaign Review Checklist","task_slug_9":"pr-03-ppc-weekly-campaign-review-checklist","task_10":"PR. 04: PPC Monthly Campaign Review Checklist","task_slug_10":"pr-04-ppc-monthly-campaign-review-checklist","task_11":"PR. 05: Performance Marketing (PPC) Keyword Competition Analysis Checklist","task_slug_11":"pr-05-performance-marketing-ppc-keyword-competition-analysis-checklist","task_12":"PR. 06: New Facebook Ads Creation Checklist","task_slug_12":"pr-06-new-facebook-ads-creation-checklist","task_13":"PR. 07: Daily Standup Meeting Checklist","task_slug_13":"pr-07-daily-standup-meeting-checklist","task_14":"PR. 08: SEO Checklist: The Keyword Research Process","task_slug_14":"pr-08-seo-checklist-the-keyword-research-process","task_15":"PR. 09: Google Analytics Audit","task_slug_15":"pr-09-google-analytics-audit","task_16":"PR. 10: Technical SEO Audit","task_slug_16":"pr-10-technical-seo-audit","task_17":"PR. 11: Sprint Turnover Process","task_slug_17":"pr-11-sprint-turnover-process","task_18":"PR. 12: Sprint Retrospective Process","task_slug_18":"pr-12-sprint-retrospective-process","task_19":"PR. 13: Sprint Planning","task_slug_19":"pr-13-sprint-planning","task_20":"PR. 14: Brand Identity Design","task_slug_20":"pr-14-brand-identity-design","task_21":"PR. 15: Graphic Design Process","task_slug_21":"pr-15-graphic-design-process","task_22":"PR. 16: Creating an Invoice","task_slug_22":"pr-16-creating-an-invoice","task_23":"PR. 17: Logo Design Process","task_slug_23":"pr-17-logo-design-process","task_24":"PR. 18: Blog Pre-Publish Checklist","task_slug_24":"pr-18-blog-prepublish-checklist","task_25":"PR. 19: Content Promotion Checklist","task_slug_25":"pr-19-content-promotion-checklist","task_26":"PR. 20 New Affiliate Onboarding","task_slug_26":"pr-20-new-affiliate-onboarding","task_27":"PR. 21: Intro to FMEA Template: Failure Mode and Effects Analysis","task_slug_27":"pr-21-intro-to-fmea-template-failure-mode-and-effects-analysis","task_28":"PR. 22: Process for Improving a Process","task_slug_28":"pr-22-process-for-improving-a-process","task_29":"PR. 23: Accounting Onboarding Procedures","task_slug_29":"pr-23-accounting-onboarding-procedures","task_30":"PR. 24: Expense Management Process","task_slug_30":"pr-24-expense-management-process","task_31":"PR. 25: Accounts Receivable Process","task_slug_31":"pr-25-accounts-receivable-process","task_32":"PR. 26: Accounts Payable Process","task_slug_32":"pr-26-accounts-payable-process","task_33":"PR. 27: Income (Profit and Loss) Statement Process","task_slug_33":"pr-27-income-profit-and-loss-statement-process","task_34":"PR. 28: Cash Flow Report","task_slug_34":"pr-28-cash-flow-report","task_35":"PR. 29: Balance Sheet Statement Preparation Checklist","task_slug_35":"pr-29-balance-sheet-statement-preparation-checklist","task_36":"PR. 30: Business Tax Preparation Checklist","task_slug_36":"pr-30-business-tax-preparation-checklist","task_37":"PR. 31: Annual Financial Report Template","task_slug_37":"pr-31-annual-financial-report-template","task_38":"Overview:","task_slug_38":"overview","task_39":"","task_slug_39":"","task_40":"","task_slug_40":"","task_41":"","task_slug_41":"","task_42":"","task_slug_42":"","task_43":"","task_slug_43":"","task_44":"","task_slug_44":"","task_45":"","task_slug_45":"","task_46":"","task_slug_46":"","task_47":"","task_slug_47":"","task_48":"","task_slug_48":"","task_49":"","task_slug_49":"","task_50":"","task_slug_50":"","task_51":"","task_slug_51":"","task_52":"","task_slug_52":"","task_53":"","task_slug_53":"","task_54":"","task_slug_54":"","task_55":"","task_slug_55":"","task_56":"","task_slug_56":"","task_57":"","task_slug_57":"","task_58":"","task_slug_58":"","task_59":"","task_slug_59":"","task_60":"","task_slug_60":"","task_61":"","task_slug_61":"","task_62":"","task_slug_62":"","task_63":"","task_slug_63":"","task_64":"","task_slug_64":"","task_65":"","task_slug_65":"","task_66":"","task_slug_66":"","task_67":"","task_slug_67":"","task_68":"","task_slug_68":"","task_69":"","task_slug_69":"","task_70":"","task_slug_70":"","task_71":"","task_slug_71":"","task_72":"","task_slug_72":"","task_73":"","task_slug_73":"","task_74":"","task_slug_74":"","task_75":"","task_slug_75":"","task_76":"","task_slug_76":"","task_77":"","task_slug_77":"","task_78":"","task_slug_78":"","task_79":"","task_slug_79":"","task_80":"","task_slug_80":"","task_81":"","task_slug_81":"","task_82":"","task_slug_82":"","task_83":"","task_slug_83":"","task_84":"","task_slug_84":"","task_85":"","task_slug_85":"","task_86":"","task_slug_86":"","task_87":"","task_slug_87":"","task_88":"","task_slug_88":"","task_89":"","task_slug_89":"","task_90":"","task_slug_90":"","task_91":"","task_slug_91":"","task_92":"","task_slug_92":"","task_93":"","task_slug_93":"","task_94":"","task_slug_94":"","task_95":"","task_slug_95":"","task_96":"","task_slug_96":"","task_97":"","task_slug_97":"","task_98":"","task_slug_98":"","task_99":"","task_slug_99":"","footnotes":""},"categories":[37,7,38,39],"tags":[],"class_list":["post-16515","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-iso","category-miscellaneous","category-quality-management","category-sop"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/posts\/16515","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/comments?post=16515"}],"version-history":[{"count":0,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/posts\/16515\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/media\/16516"}],"wp:attachment":[{"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/media?parent=16515"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/categories?post=16515"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/tags?post=16515"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}