{"id":24608,"date":"2020-09-24T13:53:39","date_gmt":"2020-09-24T13:53:39","guid":{"rendered":"https:\/\/www.process.st\/templates\/manager-weekly-report-checklist-template\/"},"modified":"2024-03-13T16:39:01","modified_gmt":"2024-03-13T16:39:01","slug":"manager-weekly-report-checklist-template","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/manager-weekly-report-checklist-template\/","title":{"rendered":"Manager Weekly Report Checklist Template"},"content":{"rendered":"\n<section id=\"introduction-to-manager-weekly-report-checklist-template\">\n <h2>Introduction to Manager Weekly Report Checklist Template:<\/h2>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/a68a5432-766d-43a5-a473-1575fa9d02f1\/jQ8IUIcRgQmrx_Ep0GVHEg.png\" alt=\"Introduction to Manager Weekly Report Checklist Template:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/a68a5432-766d-43a5-a473-1575fa9d02f1\/jQ8IUIcRgQmrx_Ep0GVHEg.png\"> <\/a><!-- No caption -->\n  <\/figure>\n <\/div>\n <div class=\"text-content\">\n  <p>Let's be honest: <strong>weekly reports are a pain.&nbsp;<\/strong><\/p>\n  <p>That said: weekly reports are a <a href=\"https:\/\/blog.weekdone.com\/effective-weekly-report\/\" rel=\"nofollow noopener\" target=\"_blank\">vital method of communication<\/a> between <strong>employees, managers, and other departments<\/strong> within the company.<\/p>\n  <p>You're already familiar with <strong>financial reports;<\/strong> every business is <strong>required<\/strong> to <strong>report their finances<\/strong> in line with <a href=\"https:\/\/www.accounting.com\/resources\/gaap\/\" rel=\"nofollow noopener\" target=\"_blank\">GAAP<\/a> (generally accepted accounting principles) regulations.<\/p>\n  <p><strong>Financial reports<\/strong> give you a <strong>general overview<\/strong> of your company, but if you want <strong>specific insights<\/strong> on <a href=\"https:\/\/www.growthforce.com\/blog\/financial-reports-management-reports-differences\" rel=\"nofollow noopener\" target=\"_blank\">operations and performance,<\/a> you need to use <strong>management reports<\/strong> as well.&nbsp;<\/p>\n  <p><strong>Management reports<\/strong> may seem like an unnecessary expense, but they actually provide your team with <strong>crucial information<\/strong> that <a href=\"https:\/\/medium.com\/@GinaShaw\/understanding-the-importance-of-an-effective-management-reporting-system-69017cd433b7\" rel=\"nofollow noopener\" target=\"_blank\">improves responsiveness, decision-making, and efficiency.&nbsp;<\/a><\/p>\n  <p>But isn't that just more paperwork for your managers to do each week?<\/p>\n  <p>If you ask just about any manager if they'd like to make their <strong>reporting more efficient,<\/strong> the answer would be a resounding <strong>YES.<\/strong> That's where this Manager Weekly Report Checklist Template comes in.&nbsp;<\/p>\n  <p>At <a href=\"http:\/\/process.st\" rel=\"nofollow noopener\" target=\"_blank\">Process Street,<\/a> we've designed a checklist template that <strong>combines both financial and management<\/strong> reporting in one place, allowing your managers to kill two birds with one stone. Not only that, at the end of the checklist, they can <strong>automatically send<\/strong> the compiled details to the <strong>necessary department.&nbsp;<\/strong><\/p>\n  <p>This <strong>checklist is designed<\/strong> to be run at the <strong>end of the work week<\/strong> to give your managers a way to easily <strong>reflect on their productivity.&nbsp;<\/strong><\/p>\n  <p>By documenting their <strong>successes as well as failures,<\/strong> managers can use that information to create a <strong>more detailed and effective plan<\/strong> for <a href=\"https:\/\/www.datapine.com\/blog\/management-reporting-best-practices-and-examples\/\" rel=\"nofollow noopener\" target=\"_blank\">future goals and projects.<\/a><\/p>\n  <p>Knowing where your business sits in relation to <strong>last year's numbers<\/strong> - and why - is an essential part of keeping your company <strong>running like a well-oiled machine.<\/strong> Everything from the <strong>weather, to a competitor's new strategy, to which employees were out sick<\/strong> that day <strong>impacts your performance. <\/strong><\/p>\n  <p>Being aware of <strong>these factors<\/strong> will not only ensure you're <strong>more prepared<\/strong> in the future, but also give you a more accurate picture of the <strong>overall health<\/strong> of your company.<\/p>\n  <p>Every company is <strong>unique,<\/strong> and every industry has its<strong> specific concerns.<\/strong> This template, however, is designed to be <strong>broad enough<\/strong> that <strong>you can adapt it<\/strong> to your managers' needs, but also <strong>specific enough<\/strong> that you can <strong>use as is<\/strong> if you choose.&nbsp;<\/p>\n <\/div>\n <div class=\"text-content\">\n  <h5>What is Process Street?<\/h5>\n  <p>Process Street&nbsp;is&nbsp;<strong>super-powered checklists.<\/strong><\/p>\n  <p>It's easy to use&nbsp;<a href=\"https:\/\/www.process.st\/business-process-management-software\" rel=\"nofollow noopener\" target=\"_blank\">business process management (BPM) software<\/a>&nbsp;that allows you to create, document, and follow processes that will create efficiencies and increase productivity within your business.&nbsp;<\/p>\n <\/div>\n <div class=\"video-content\">\n  <div class=\"iframe-container\">\n   <iframe src=\"https:\/\/www.youtube.com\/embed\/CyDHCV1YBb0?modestbranding=1&amp;showinfo=0\" frameborder=\"0\" allowfullscreen=\"true\"> <\/iframe>\n  <\/div>\n  <div class=\"description\">\n   Getting started with Process Street!\n  <\/div>\n <\/div>\n <div class=\"text-content\">\n  <p>Create a&nbsp;<a href=\"https:\/\/www.process.st\/checklist\/process-street-user-guide\/\" rel=\"nofollow noopener\" target=\"_blank\">checklist template<\/a>&nbsp;and&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/getting-started-run-a-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">run individual checklists&nbsp;<\/a>for each member of your team. Check tasks off as you work through them, set deadlines,&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/approvals\/\" rel=\"nofollow noopener\" target=\"_blank\">add approvals<\/a>,&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/task-assignments\/\" rel=\"nofollow noopener\" target=\"_blank\">assign tasks<\/a>, and&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/template-overview\/\" rel=\"nofollow noopener\" target=\"_blank\">track each team member's progress<\/a>.<\/p>\n  <p>You can also&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/zapier-examples\/\" rel=\"nofollow noopener\" target=\"_blank\">connect to thousands of Apps<\/a>&nbsp;through&nbsp;<a href=\"https:\/\/zapier.com\/app\/zaps\" rel=\"nofollow noopener\" target=\"_blank\">Zapier<\/a>&nbsp;and automate your workflows even more.<\/p>\n <\/div>\n<\/section>\n<section id=\"details\">\n <h2>Details:<\/h2>\n <div class=\"text-content\">\n  <p class=\"style-info\">This section deals with inputting all the&nbsp;<strong>essential information<\/strong>&nbsp;about the report.<br><br>\n   The first task has a&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/stop-tasks\/\" rel=\"nofollow noopener\" target=\"_self\">stop task<\/a>&nbsp;in place to make sure&nbsp;<strong>nothing gets left out.<\/strong>&nbsp;<br><br>\n   A&nbsp;<strong>stop task<\/strong>&nbsp;stops a checklist at a particular point,&nbsp;<strong>preventing any task<\/strong>&nbsp;after that point from being completed&nbsp;<strong>until the stop task is complete.&nbsp;<br><br>\n    Check out the video below for more details.<\/strong><\/p>\n <\/div>\n <div class=\"video-content\">\n  <div class=\"iframe-container\">\n   <iframe src=\"https:\/\/www.youtube.com\/embed\/n5gIPONOF5s?modestbranding=1&amp;showinfo=0\" frameborder=\"0\" allowfullscreen=\"true\"> <\/iframe>\n  <\/div>\n  <div class=\"description\">\n   Enforce order checklists\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"enter-checklist-details\">\n <h2>Enter checklist details<\/h2>\n <div class=\"text-content\">\n  <p><strong>First things first<\/strong> - you want a record of all the <strong>pertinent details:&nbsp;<\/strong><\/p>\n  <ul>\n   <li>\n    <p class=\"style-success\"><strong>Who<\/strong> is running the report?<\/p><\/li>\n   <li>\n    <p class=\"style-success\"><strong>What&nbsp;<\/strong>is the report about?<\/p><\/li>\n   <li>\n    <p class=\"style-success\"><strong>When<\/strong> is it being run?<\/p><\/li>\n   <li>\n    <p class=\"style-success\"><strong>Where<\/strong> is it being run from?<\/p><\/li>\n   <li>\n    <p class=\"style-success\"><strong>Why&nbsp;<\/strong>is it being run?&nbsp;<\/p><\/li>\n  <\/ul>\n  <p>This section will make sure those questions are answered.<\/p>\n  <p>Process Street's <a href=\"https:\/\/www.process.st\/help\/docs\/form-fields\/\" rel=\"nofollow noopener\" target=\"_blank\">form fields<\/a> make it <strong>easy to collect information<\/strong> quickly and efficiently. This task uses several form features such as <strong>date fields, short text fields, and a dropdown field.<\/strong><\/p>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> For week starting <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Report date <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Manager name <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Location <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     #432 Tampa\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     #289 Melbourne\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     #118 Tallahassee\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"this-weeks-data\">\n <h2>This Week's Data:<\/h2>\n <div class=\"text-content\">\n  <p>This checklist functions in <strong>two ways:&nbsp;<\/strong><\/p>\n  <ol>\n   <li><strong>Collecting data<\/strong> on the previous week's projections, metrics, and data<\/li>\n   <li><strong>Preparing for<\/strong> the upcoming week by focusing on what needs to be accomplished.<\/li>\n  <\/ol>\n  <p>One way to make your checklist<strong> more powerful<\/strong>&nbsp;is the <a href=\"https:\/\/www.process.st\/help\/docs\/spreadsheets\/\" rel=\"nofollow noopener\" target=\"_blank\">integration of spreadsheets.<\/a><\/p>\n  <p>You can connect your data to <a href=\"https:\/\/www.process.st\/help\/docs\/spreadsheets\/\" rel=\"nofollow noopener\" target=\"_blank\">Google Sheets<\/a> documents via <a href=\"https:\/\/www.process.st\/help\/docs\/zapier\/\" rel=\"nofollow noopener\" target=\"_blank\">Zapier<\/a> to <strong>import or export your data,<\/strong> which can be useful if you want to <strong>chart results<\/strong> over a period of time.<\/p>\n <\/div>\n <div class=\"text-content\">\n  <p class=\"style-warning\">If you want to edit this checklist template and its features&nbsp;<strong>(short text, email, dropdown, date entry, etc.)<\/strong>&nbsp;that's easy to do by clicking on the \"edit template\" button.<br><br>\n   To <strong>learn more,<\/strong> check out the <strong>video below,<\/strong> or read our <a href=\"https:\/\/www.process.st\/help\/docs\/editing-templates\/\" rel=\"nofollow noopener\" target=\"_blank\">how-to guide.<\/a><\/p>\n <\/div>\n <div class=\"video-content\">\n  <div class=\"iframe-container\">\n   <iframe src=\"https:\/\/www.youtube.com\/embed\/HQLaW5eItwA?modestbranding=1&amp;showinfo=0\" frameborder=\"0\" allowfullscreen=\"true\"> <\/iframe>\n  <\/div>\n  <div class=\"description\">\n   How to make the most of your templates through customization!\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"recap-winslosses\">\n <h2>Recap wins\/losses<\/h2>\n <div class=\"text-content\">\n  <p>Once the basics have been established, it's important to get a <strong>general overview<\/strong> of how your <strong>team performed<\/strong> as a whole.&nbsp;<\/p>\n  <p>Obviously you want to know <strong>what went well,<\/strong> but failures are a <strong>valuable learning experience,<\/strong> too.<\/p>\n  <p>Documenting them here, managers are able to <strong>evaluate their own mistakes,<\/strong> and then <strong>develop plans<\/strong> to correct them. <strong>Hindsight is 20-20,<\/strong> after all.&nbsp;<\/p>\n  <p>Taking such a <strong>proactive stance<\/strong> will give them <strong>more confidence<\/strong> in the future.&nbsp;The <strong>next time<\/strong> they face the same obstacle, <strong>they'll know exactly<\/strong> what they need to do.&nbsp;<\/p>\n  <p>Additionally, by including these plans in the weekly report, you'll be able to <strong>offer advice or improvements<\/strong> on the plan. What <strong>was a negative<\/strong> has been re-framed as a <strong>mentoring opportunity.<\/strong><\/p>\n <\/div>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/80e77d62-7b10-4640-97ae-e6164043a50f\/h2M1eAhl5vBNO9ifjWdNyA.jpg\" alt=\"Recap wins\/losses\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/80e77d62-7b10-4640-97ae-e6164043a50f\/h2M1eAhl5vBNO9ifjWdNyA.jpg\"> <\/a><!-- No caption -->\n  <\/figure>\n <\/div>\n <div class=\"text-content\">\n  <p style=\"text-align: center;\"><a href=\"https:\/\/unsplash.com\/photos\/7RtM37cLJ3c\" rel=\"nofollow noopener\" target=\"_blank\">(Source)<\/a><\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> What went well last week? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> What needs to be improved? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"text-content\">\n  <p class=\"style-warning\">The following question make use of the <a href=\"https:\/\/www.process.st\/help\/docs\/conditional-logic\/\" rel=\"nofollow noopener\" target=\"_blank\">conditional logic feature.&nbsp;<\/a><br><br>\n   Conditional logic is a powerful feature that allows you to create truly dynamic&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/running-checklists\/\" rel=\"nofollow noopener\" target=\"_blank\">checklists<\/a>&nbsp;with&nbsp;<em>if-this-then-that<\/em>&nbsp;logic.<br><br>\n   In the example below, <strong>if<\/strong> the answer is <strong>\"yes\", then<\/strong> two additional <strong>questions appear requesting more details.<\/strong><\/p>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Did anything specific inhibit overall productivity? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Yes\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     No\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Describe situation <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> How do you plan to avoid in future? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"track-employee-performance\">\n <h2>Track employee performance<\/h2>\n <div class=\"text-content\">\n  <p><a href=\"https:\/\/www.indeed.com\/career-advice\/career-development\/why-performance-management-is-important\" rel=\"nofollow noopener\" target=\"_blank\">Measuring employee performance<\/a> is<strong> essential to a successful<\/strong> company.&nbsp;<\/p>\n  <p>The U.S. Department of Labor puts the cost of a bad hire around <a href=\"https:\/\/www.northwestern.edu\/hr\/about\/news\/february-2019\/the-cost-of-a-bad-hire.html\" rel=\"nofollow noopener\" target=\"_blank\">at least 30 percent<\/a> of that employee's first-year earnings.&nbsp;<\/p>\n  <p>But it's <a href=\"https:\/\/www.forbes.com\/sites\/falonfatemi\/2016\/09\/28\/the-true-cost-of-a-bad-hire-its-more-than-you-think\/#3f253e724aa4\" rel=\"nofollow noopener\" target=\"_blank\">not just one employee;<\/a> when one person doesn't pull their weight, the rest of the team bears the brunt.&nbsp;<\/p>\n  <p>If your managers can't identify your <strong>strongest performers,<\/strong> or which are<strong> below standard,<\/strong> they aren't <strong>properly engaging<\/strong> with their subordinates, <strong>decreasing overall morale.&nbsp;<\/strong><\/p>\n  <p><strong>Low morale<\/strong> has a knock-on effect influencing <strong>productivity, turnover, and earning potential.&nbsp;<\/strong><strong><\/strong><\/p>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Which employee performed the highest? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Natasha\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Wanda\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Tony\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Bruce\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      5\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Steve\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Acknowledgement given <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Which employee performed the lowest? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Natasha\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Wanda\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Tony\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Bruce\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      5\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Steve\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Action taken <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Which employee has shown the most improvement in performance? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Natasha\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Wanda\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Tony\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Bruce\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      5\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Steve\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Contributing factors <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Additional notes on employee performance <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"report-noteworthy-customer-feedback\">\n <h2>Report noteworthy customer feedback<\/h2>\n <div class=\"text-content\">\n  <p>So you've <strong>successfully converted your leads<\/strong> into customers, but it doesn't stop there. <a href=\"https:\/\/survicate.com\/customer-satisfaction\/importance-customer-satisfaction\/\" rel=\"nofollow noopener\" target=\"_blank\">Customer satisfaction<\/a> is a <strong>continuous process,<\/strong> and if you can't <strong>meet their needs,<\/strong> your customers will <strong>find someone who will<\/strong> without a second thought.&nbsp;<\/p>\n  <p>The best way to <strong>know how your customers<\/strong> feel about your company is simple: <strong>ask them.<\/strong>&nbsp;<\/p>\n  <p>Asking for <a href=\"https:\/\/www.helpscout.com\/blog\/customer-feedback\/\" rel=\"nofollow noopener\" target=\"_blank\">customer feedback<\/a> gains <strong>valuable insight,<\/strong> but also makes your customer feel valued.&nbsp;<strong>Valued customers are happy<\/strong> customers, and <strong>happy customers are loyal<\/strong> customers.<\/p>\n  <p>This translates into <strong>higher profits,<\/strong> as well as&nbsp;<strong>improved processes, products, and procedures.&nbsp;<\/strong><\/p>\n  <p>When it comes right down to it, <strong>you can't afford to not ask<\/strong> your customers for feedback.<\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Most common positive feedback from customers <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Most common negative feedback from customers <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Can you implement a solution now? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Yes\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     No\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"multi-choice-content form-field-content\">\n  <div class=\"form-group\">\n   <label> How have you responded to customer feedback? <\/label> <select disabled class=\"form-control\"> <option value=\"\">Multiple options can be selected from this list<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Corrected issue in-house\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Requested materials to resolve issue\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Forwarded proposed action for approval\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Forwarded feedback to appropriate department\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"enter-weekly-labor-cost\">\n <h2>Enter weekly labor cost<\/h2>\n <div class=\"text-content\">\n  <p><strong>Labor is expensive.<\/strong><\/p>\n  <p>A study by <a href=\"https:\/\/www2.deloitte.com\/global\/en.html\" rel=\"nofollow noopener\" target=\"_blank\">Deloitte<\/a> revealed that<strong> companies overspend<\/strong> an estimated <a href=\"http:\/\/www.digitaljournal.com\/business\/interview-laborwise-aiding-fortune-500-with-labor-costs\/article\/504653\" rel=\"nofollow noopener\" target=\"_blank\">$30 million a year<\/a> on labor costs - up to <strong>50-60 percen<\/strong>t of a company's budget!<\/p>\n  <p>If you don't have a good handle on your <strong>labor expenditures,<\/strong> you might as well be <strong>throwing your capital away.&nbsp;<\/strong><\/p>\n  <p>By closely <strong>monitoring your labor<\/strong> costs, however, you will gain an <strong>accurate picture<\/strong> of where your money is going - and how <strong>best to redistribute<\/strong> it.&nbsp;<\/p>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Last year's actual labor cost <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Projected labor cost for week <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Actual labor used <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"multi-choice-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Which factors contributed to the discrepancy? <\/label> <select disabled class=\"form-control\"> <option value=\"\">Multiple options can be selected from this list<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Unusual traffic\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Scheduling error\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Special event\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Callouts\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      5\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Attrition\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      6\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Human error\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      7\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Technical error\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      8\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Other\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Describe \"other\" <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Could it have been avoided? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Yes\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     No\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"calculate-net-profit-margin\">\n <h2>Calculate net profit margin<\/h2>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/e7a16247-3413-4063-b97a-7c538702a818\/mhKP-mTY3jvO9Um7Oa1M0Q.jpg\" alt=\"Calculate net profit margin\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/e7a16247-3413-4063-b97a-7c538702a818\/mhKP-mTY3jvO9Um7Oa1M0Q.jpg\"> <\/a><!-- No caption -->\n  <\/figure>\n <\/div>\n <div class=\"text-content\">\n  <p style=\"text-align: center;\"><a href=\"https:\/\/unsplash.com\/photos\/pElSkGRA2NU\" rel=\"nofollow noopener\" target=\"_blank\">(Source)<\/a><\/p>\n <\/div>\n <div class=\"text-content\">\n  <p>The best way to determine the <strong>overall health<\/strong> of your company is with your <a href=\"https:\/\/www.businessnewsdaily.com\/11096-determining-profit-margins.html\" rel=\"nofollow noopener\" target=\"_blank\">profit margin.<\/a> No matter how much income you have, if your <strong>profit margin is low,<\/strong> your business<strong> isn't operating at peak productivity.<\/strong><\/p>\n  <p>This task contains the basic points you'll want to keep track of: <strong>revenue, expenses, and net profit margin.&nbsp;<\/strong><\/p>\n  <p class=\"style-warning\">You can also use <a href=\"https:\/\/www.process.st\/help\/docs\/getting-started-building-your-own-automations\/\" rel=\"nofollow noopener\" target=\"_blank\">automations<\/a> to reduce reduce errors and costs by&nbsp;<strong>automatically<\/strong><strong>&nbsp;exporting<\/strong> this data to a spreadsheet once the task is completed.<\/p>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Last year's net profit margin <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Week's projected revenue <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Week's actual revenue <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Week's expenses <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Week's net profit margin <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Document any unusual expenses <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"describe-scope-of-items-carried-over\">\n <h2>Describe scope of items carried over<\/h2>\n <div class=\"text-content\">\n  <p>Ideally, we would all <strong>complete every task<\/strong> perfectly <strong>when we wanted<\/strong> to have it completed.&nbsp;<\/p>\n  <p>Practically, for various reasons, <strong>this doesn't always happen.<\/strong> These tasks still <strong>need to be done,<\/strong> however, which makes it necessary to <strong>incorporate them<\/strong> into any <strong>future plans.&nbsp;<\/strong><\/p>\n  <p>This task not only facilitates that, but also <strong>explores why<\/strong> those tasks <strong>weren't completed<\/strong> in the first place.&nbsp;<\/p>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Were any tasks left incomplete? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Yes\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     No\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> What tasks weren't completed? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Why weren't they completed? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Do they need to be added to next week's plan? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Yes\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     No\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Are there ongoing projects? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Yes\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     No\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Detail project goals to be met in upcoming week <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"list-priorities-set-for-upcoming-week\">\n <h2>List priorities set for upcoming week<\/h2>\n <div class=\"text-content\">\n  <p>Everyone with a blog has posted an article with tips on <a href=\"https:\/\/www.lifehack.org\/articles\/featured\/50-ways-to-increase-your-productivity.html\" rel=\"nofollow noopener\" target=\"_blank\">achieving more<\/a> in less time by<strong> listening to \"focus\" playlists<\/strong> or <strong>bribing yourself with rewards.&nbsp;<\/strong><\/p>\n  <p><strong>Increasing productivity<\/strong> is actually pretty simple: <strong>assign fewer tasks.<\/strong><\/p>\n  <p><strong>Too many tasks<\/strong> at a time lead to an employee <strong>feeling overwhelmed.<\/strong> They may experience <strong>self-defeating thoughts<\/strong> that lower their belief that tasks are <strong>actually manageable.&nbsp;<\/strong><\/p>\n  <p><a href=\"https:\/\/hbr.org\/2016\/11\/have-we-been-thinking-about-willpower-the-wrong-way-for-30-years\" rel=\"nofollow noopener\" target=\"_blank\">Belief drives behavior.<\/a>&nbsp;<strong>Smaller goals seem<\/strong> <strong>more achievable,<\/strong> even if they require the same, or more, work than a single, large goal.&nbsp;<\/p>\n  <p class=\"style-info\"><strong>Going through a process one step at a time rather than getting bogged down with the whole process increases accuracy and efficiency.<\/strong><\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> What are the top 3 tasks that MUST be completed? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Additional important tasks <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"text-content\">\n  <p class=\"style-warning\">The <strong>text box<\/strong> below uses <a href=\"https:\/\/www.process.st\/help\/docs\/variables\/\" rel=\"nofollow noopener\" target=\"_blank\">variables<\/a> to <strong>pull information already entered<\/strong> into a nice summary. <br><br>\n   This feature <strong>saves your employees time<\/strong> by only requiring them to <strong>enter information once<\/strong> and still have it <strong>appear throughout<\/strong> the checklist.<br><br><strong>Variables<\/strong> are an easy way of <strong>displaying \u2018variable\u2019 information<\/strong> that is unique to each&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/what-is-a-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">checklist<\/a>&nbsp;of a&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/what-is-a-template\/\" rel=\"nofollow noopener\" target=\"_blank\">template<\/a>.<\/p>\n <\/div>\n <div class=\"text-content\">\n  <p>{{form.What_tasks_weren't_completed?}}<\/p>\n  <p>{{form.Detail_project_goals_to_be_met_in_upcoming_week}}<\/p>\n <\/div>\n<\/section>\n<section id=\"report-summary\">\n <h2>Report Summary:<\/h2>\n <div class=\"text-content\">\n  <p class=\"style-info\">This section includes a task that uses <a href=\"https:\/\/www.process.st\/help\/docs\/approvals\/\" rel=\"nofollow noopener\" target=\"_blank\">approvals.<\/a> A <a href=\"https:\/\/www.process.st\/help\/docs\/stop-tasks\/\" rel=\"nofollow noopener\" target=\"_blank\">stop task<\/a> has also been placed on the approval.&nbsp;<br><br>\n   In this case, that will ensure the <strong>checklist can't be completed<\/strong> until the entire <strong>management team approves<\/strong> the report conclusions.&nbsp;<br><br>\n   Approvals can be<a href=\"https:\/\/www.process.st\/help\/docs\/task-assignments\/\" rel=\"nofollow noopener\" target=\"_blank\"> assigned<\/a> to a specific person, a team of people, or separate individuals.&nbsp;<br><br>\n   Approvals let you <strong>streamline any processes<\/strong> that need authorization by another person. With this feature, <strong>hand-offs will become a breeze!&nbsp;<\/strong><br><br>\n   Check out the video below for more details.<\/p>\n <\/div>\n <div class=\"video-content\">\n  <div class=\"iframe-container\">\n   <iframe src=\"https:\/\/www.youtube.com\/embed\/cjPj3nLEO9k?modestbranding=1&amp;showinfo=0\" frameborder=\"0\" allowfullscreen=\"true\"> <\/iframe>\n  <\/div>\n  <div class=\"description\">\n   Save time by automating your approvals!\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"detail-conclusions-of-weekly-reports\">\n <h2>Detail conclusions of weekly reports<\/h2>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/7f00f78c-e8ac-4f63-91d1-c18e7dcfe99f\/gRLOeCwoHTp6niKyxhxOuQ.jpg\" alt=\"Detail conclusions of weekly reports\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/7f00f78c-e8ac-4f63-91d1-c18e7dcfe99f\/gRLOeCwoHTp6niKyxhxOuQ.jpg\"> <\/a><!-- No caption -->\n  <\/figure>\n <\/div>\n <div class=\"text-content\">\n  <p style=\"text-align: center;\"><a href=\"https:\/\/unsplash.com\/photos\/05A-kdOH6Hw\" rel=\"nofollow noopener\" target=\"_blank\">(Source)<\/a><\/p>\n <\/div>\n <div class=\"text-content\">\n  <p>This task uses <a href=\"https:\/\/zapier.com\/help\/create\/basics\/create-zaps\" rel=\"nofollow noopener\" target=\"_blank\">Zaps<\/a> to determine percentages. A Zap is an <strong>automated workflow<\/strong> that <strong>connects your apps<\/strong> and services together.<\/p>\n  <p><a href=\"https:\/\/www.process.st\/help\/docs\/zapier\/\" rel=\"nofollow noopener\" target=\"_blank\">Zapier<\/a> will <strong>pull data<\/strong> from the rest of the checklist, <strong>calculate the percentages,<\/strong> and <strong>automatically enter them<\/strong> into the field below.<\/p>\n  <p>This will save your managers <strong>loads of time<\/strong> - and reduce the possibility of human error.&nbsp;<\/p>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Difference between projected and actual labor (percentage) <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Difference between projected and actual payroll (percentage) <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Difference between projected and actual profit margin (percentage) <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> How does this compare to last year's numbers? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Improvement\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     No change\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Decline\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"approval-assign-to-management-team\">\n <h2>Approval: Assign to management team<\/h2>\n <div class=\"approval-content\">\n  <div class=\"header\">\n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n  <\/div>\n  <div class=\"approval-rule-subject-tasks-list\">\n   <ul class=\"list\">\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Detail conclusions of weekly reports<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n   <\/ul>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"transmit-checklist-to-hq\">\n <h2>Transmit checklist to HQ<\/h2>\n <div class=\"text-content\">\n  <p>Once again, <strong>variables<\/strong> are used to <strong>create an email<\/strong> using the <a href=\"https:\/\/www.process.st\/help\/docs\/email-widget\/\" rel=\"nofollow noopener\" target=\"_blank\">email widget.<\/a> Once your manager hits \"send\", the email will open in their program, <strong>ready to send.<\/strong><\/p>\n <\/div>\n<\/section>\n<section id=\"sources\">\n <h2>Sources:<\/h2>\n <div class=\"text-content\">\n  <ul>\n   <li><a href=\"https:\/\/www.linkedin.com\/in\/veliveromann\/\" rel=\"nofollow noopener\" target=\"_blank\">Veli-Johan Veromann<\/a> - <a href=\"https:\/\/blog.weekdone.com\/effective-weekly-report\/\" rel=\"nofollow noopener\" target=\"_blank\">How to Write an Effective Weekly Report<\/a><\/li>\n   <li><a href=\"https:\/\/www.linkedin.com\/in\/sandra-durcevic\/\" rel=\"nofollow noopener\" target=\"_blank\">Sandra Durcevic<\/a>&nbsp;- <a href=\"https:\/\/www.datapine.com\/blog\/management-reporting-best-practices-and-examples\/\" rel=\"nofollow noopener\" target=\"_blank\">Top 11 Management reporting Best Practices to Create Effective Reports<\/a><\/li>\n   <li><a href=\"https:\/\/www.accounting.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Accounting.com<\/a> - <a href=\"https:\/\/www.accounting.com\/resources\/gaap\/\" rel=\"nofollow noopener\" target=\"_blank\">What is GAAP?<\/a><\/li>\n   <li><a href=\"https:\/\/www.linkedin.com\/in\/stephenkingcpa\/\" rel=\"nofollow noopener\" target=\"_blank\">Stephen King<\/a> - <a href=\"https:\/\/www.growthforce.com\/blog\/financial-reports-management-reports-differences\" rel=\"nofollow noopener\" target=\"_blank\">Financial Reports vs. Management Reports: What's the Difference?<\/a><\/li>\n   <li><a href=\"https:\/\/www.linkedin.com\/in\/gina-shaw-2783a47b\/\" rel=\"nofollow noopener\" target=\"_blank\">Gina Shaw<\/a> - <a href=\"https:\/\/medium.com\/@GinaShaw\/understanding-the-importance-of-an-effective-management-reporting-system-69017cd433b7\" rel=\"nofollow noopener\" target=\"_blank\">Understanding the Importance of an Effective Management Reporting System<\/a><\/li>\n   <li><a href=\"http:\/\/indeed.com\" rel=\"nofollow noopener\" target=\"_blank\">Indeed Career Guide<\/a> - <a href=\"https:\/\/www.indeed.com\/career-advice\/career-development\/why-performance-management-is-important\" rel=\"nofollow noopener\" target=\"_blank\">Why Performance Management is Important for Your Team<\/a><\/li>\n   <li><a href=\"https:\/\/www.northwestern.edu\/\" rel=\"nofollow noopener\" target=\"_blank\">Northwestern<\/a> - <a href=\"https:\/\/www.northwestern.edu\/hr\/about\/news\/february-2019\/the-cost-of-a-bad-hire.html\" rel=\"nofollow noopener\" target=\"_blank\">The Cost of a Bad Hire<\/a><\/li>\n   <li><a href=\"https:\/\/twitter.com\/falonfatemi\" rel=\"nofollow noopener\" target=\"_blank\">Falon Fatemi <\/a>- <a href=\"https:\/\/www.forbes.com\/sites\/falonfatemi\/2016\/09\/28\/the-true-cost-of-a-bad-hire-its-more-than-you-think\/#3f253e724aa4\" rel=\"nofollow noopener\" target=\"_blank\">The True Cost of a Bad Hire - It's More Than You Think<\/a><\/li>\n   <li><a href=\"https:\/\/twitter.com\/wellington_liz\" rel=\"nofollow noopener\" target=\"_blank\">Elizabeth Wellington <\/a>- <a href=\"https:\/\/www.helpscout.com\/blog\/customer-feedback\/\" rel=\"nofollow noopener\" target=\"_blank\">Customer Feedback: Why It's Important + 7 Ways to Collect It<\/a><\/li>\n   <li><a href=\"https:\/\/twitter.com\/LucjanKierczak\" rel=\"nofollow noopener\" target=\"_blank\">Lucjan Kierczak <\/a>- <a href=\"https:\/\/survicate.com\/customer-satisfaction\/importance-customer-satisfaction\/\" rel=\"nofollow noopener\" target=\"_blank\">Customer Satisfaction: That's Why It's Still Important 2020<\/a><\/li>\n   <li><a href=\"https:\/\/www2.deloitte.com\/global\/en.html\" rel=\"nofollow noopener\" target=\"_blank\">Deloitte Consulting<\/a>&nbsp;<\/li>\n   <li><a href=\"https:\/\/twitter.com\/timsandle\" rel=\"nofollow noopener\" target=\"_blank\">Tim Sandle<\/a> - <a href=\"http:\/\/www.digitaljournal.com\/business\/interview-laborwise-aiding-fortune-500-with-labor-costs\/article\/504653\" rel=\"nofollow noopener\" target=\"_blank\">Deloitte Consulting Show How to Lower Labor Costs: Interview<\/a><\/li>\n   <li><a href=\"https:\/\/www.businessnewsdaily.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Business News Daily<\/a> - <a href=\"https:\/\/www.businessnewsdaily.com\/11096-determining-profit-margins.html\" rel=\"nofollow noopener\" target=\"_blank\">What Should Your Profit Margins Be?<\/a><\/li>\n   <li><a href=\"https:\/\/twitter.com\/leonho\" rel=\"nofollow noopener\" target=\"_blank\">Leon Ho<\/a> - <a href=\"https:\/\/www.lifehack.org\/articles\/featured\/50-ways-to-increase-your-productivity.html\" rel=\"nofollow noopener\" target=\"_blank\">50 Ways to Increase Productivity and Achieve More in Less Time<\/a><\/li>\n   <li><a href=\"https:\/\/twitter.com\/nireyal\" rel=\"nofollow noopener\" target=\"_blank\">Nir Eyal<\/a> - <a href=\"https:\/\/hbr.org\/2016\/11\/have-we-been-thinking-about-willpower-the-wrong-way-for-30-years\" rel=\"nofollow noopener\" target=\"_blank\">Have We Been Thinking About Willpower the Wrong Way for 30 Years?<\/a><\/li>\n   <li><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"related-checklists\">\n <h2>Related Checklists:<\/h2>\n <div class=\"text-content\">\n  <ul>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/call-center-quality-assurance-structure-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Call Center Quality Assurance Structure Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/call-center-quality-assurance-audit-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Call Center Quality Assurance Audit Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/call-center-customer-service-quality-assurance-form\/\" rel=\"nofollow noopener\" target=\"_blank\">Call Center Customer Service Quality Assurance Form<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/call-center-sales-quality-assurance-form\/\" rel=\"nofollow noopener\" target=\"_blank\">Call Center Sales Quality Assurance Form&nbsp;<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/call-center-outbound-sales-quality-assurance-form\/\" rel=\"nofollow noopener\" target=\"_blank\">Call Center Outbound Sales Quality Assurance Form<\/a>&nbsp;<\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/call-center-helpdesk-quality-assurance-form\/\" rel=\"nofollow noopener\" target=\"_blank\">Call Center Helpdesk Quality Assurance Form<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/call-center-agent-training-program-checklist-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Call Center Agent Training Program Checklist Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/call-center-quality-assurance-qa-agent-training-process-checklist-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Call Center Quality Assurance (QA) Agent Training Process Checklist Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/call-center-metrics-calculation-checklist-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Call Center Metrics Calculation Process Checklist Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/daily-supervisor-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Daily Supervisor Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/financial-audit-checklist-4\/\" rel=\"nofollow noopener\" target=\"_blank\">Financial Audit Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/financial-management-for-new-projects-3\/\" rel=\"nofollow noopener\" target=\"_blank\">Financial Management for New Projects<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/annual-financial-report-template-3\/\" rel=\"nofollow noopener\" target=\"_blank\">Annual Financial Report Templates<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/data-strategy-and-assessment\/\" rel=\"nofollow noopener\" target=\"_blank\">Non-Profit Financial Statements<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/expense-management-process\/\" rel=\"nofollow noopener\" target=\"_blank\">Expense Management Process<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/income-profit-and-loss-statement-process\/\" rel=\"nofollow noopener\" target=\"_blank\">Income (Profit and Loss) Statement Process<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/cash-flow-report\/\" rel=\"nofollow noopener\" target=\"_blank\">Cash Flow Report<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/balance-sheet-statement-preparation-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Balance Sheet Statement Preparation Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/business-tax-preparation-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Business Tax Preparation Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/purchase-order-workflow-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Purchase Order Workflow Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/cash-management-process\/\" rel=\"nofollow noopener\" target=\"_blank\">Cash Management Process<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/budget-process\/\" rel=\"nofollow noopener\" target=\"_blank\">Budget Process<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/tax-preparation-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Tax Preparation Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/performance-management-4\/\" rel=\"nofollow noopener\" target=\"_blank\">Performance Management<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/project-management-process-6\/\" rel=\"nofollow noopener\" target=\"_blank\">Project Management Process<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/asking-customers-for-feedback\/\" rel=\"nofollow noopener\" target=\"_blank\">Asking Valuable Customers for Feedback Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/customer-service-performance-review\/\" rel=\"nofollow noopener\" target=\"_blank\">Customer Service Performance Review<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/employee-performance-review-2\/\" rel=\"nofollow noopener\" target=\"_blank\">Employee Performance Review<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/customer-service-training\/\" rel=\"nofollow noopener\" target=\"_blank\">Customer Service Training<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/how-to-respond-to-negative-reviews\/\" rel=\"nofollow noopener\" target=\"_blank\">How to Respond to Negative Reviews<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/customer-journey-map-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Customer Journey Map Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/customer-feedback\/\" rel=\"nofollow noopener\" target=\"_blank\">Customer Feedback<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/customer-support-process-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Customer Support Process Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/customer-profiling\" rel=\"nofollow noopener\" target=\"_blank\">Customer Profiling<\/a>&nbsp;<\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/customer-support-process-checklist\" rel=\"nofollow noopener\" target=\"_blank\">Customer Support Process<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/customer-feedback-survey-process\/\" rel=\"nofollow noopener\" target=\"_blank\">Customer Feedback Survey 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