Gone are the days when businesses would have one-step project completion goals. Today, we see multiple checklists and processes being put in place to deliver outstanding results that meet business requirements. Yet, convincing business heads of the efficacy of this business tool requires an impressive PPT presentation template. But how exactly do you do that? One of the simplest ways to create an impression in front of senior management is to download editable presentation templates that can be used for specific business requirements. In this blog, we will cover the top process checklist templates with samples and examples!

 

If you are looking for some additional business template designs, you can check them out here!

 

Template 1: Construction Playbook Procurement Process Checklist Ppt Infographics 

 

The procurement process is one of the most important processes to consider in an organization. What is even more important is to ensure that these processes are depicted in the right way. Use this amazing template that has data divided into three sub-categories that cover all bases. Additionally, you have a checked and unchecked area on the right that can be used to get an instant understanding of the progress made on the project. Go ahead and add this template to your cart now!

 

Procurement Process Checklist for Construction Project Manager PPT Template

 

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Template 2: Multipoint Checklist To Successfully Conduct Employment Process 

 

Not every step in a process can be accorded high priority. .  More often than not, not every person in the organization will know high-priority task standard procedures. Use this presentation template that provides a separate priority section and allows you to signify and represent yes or no. There’s no reason for you not to download and use this template right away!

 

Multipoint Checklist to Successfully Conduct Employment Process PPT Template

 

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Template 3: Project evaluation checklist business process modeling techniques 

 

Here is another template used for a project evaluation checklist. Within the troubleshooting list checklist, there are headers provided that can be edited as per your main criteria. On the right side, you get a clear visual depiction of right and wrong with a tick and cross. You get all relevant information in one template; what more can you ask for? Download it now!

 

Project Evaluation Checklist PPT Template

 

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Template 4: Checklist for company data attainment process

 

The company data attainment process can be an exhaustive one. It typically comprises making employees aware of data requirements and processes to attain the same with the right coordination. This template outlines crucial steps and acts as the perfect checklist.  Download this template today!

 

Checklist for Company Data Attainment Process PPT Template

 

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Template 5: New customer onboarding checklist customer onboarding process optimization 

 

This is another amazing template that divides important content into two categories. These two categories can be determined or edited as per your organizational need. The overall look and feel of this template are professional. In new customer onboarding, make sure you highlight how to plan automation and take care of individual needs with your effort to acquire new customers or delight new ones. 

 

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New Customer Onboarding Checklist PPT Template

 

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Template 6: Checklist things to avoid process redesigning to improve customer retention rate 

 

A checklist to get everything right is commonplace; how about when you have a checklist that warns you about things that you do not want to do? This amazing template outlines major activities that you should not be doing and helps you steer clear of trouble. It is also a win if you can steer clear of certain cognitive errors business leaders often end up committing.     . Go ahead and access it now!

 

Things to Avoid in Customer Onboarding Process PPT Template

 

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Template 7: Checklist for effective customer onboarding process techniques to reduce customer onboarding time

 

Effective customer onboarding is an easy-to-repeat process if you have a checklist in place. With a checklist, you can determine what went right the first time around and what you can make better the next time. This template works well for other processes with a checklist too. With the use of this template, you will remember things like building a greeting message for answering FAQs that customers are bound to ask. Be prepared for success. This is a great add-on to your presentation objective. Download now!

 

Checklist for Effective Customer Onboarding Process PPT Template

 

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Template 8: Scrum process plan checklist for project planning 

 

Scrum processes are a great addition to any organization for streamlining the workload. Categories within a scrum process are dynamic and can be adapted to the tasks you need to do to achieve your goals. With this template, you can divide the main process into multiple sub-steps creating a roadmap to success. Download now!

 

Scrum Process Plan Checklist for Project Planning PPT Template

 

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Template 9: Key checklist for the website development process 

 

Nothing beats the layout of a typical to-do list that a notepad provided when computers were not commonplace. This cool template gives you the feel of writing your tasks on a notepad.  outline individual steps as per your organization’s needs. From information gathering to maintenance and regular update of your website, make sure you have everything covered with the help of this template. 

 

Key Checklist for Website Development Process PPT Template

  

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Template 10: Client onboarding process and checklist 

 

One of the most common processes in any organization is client onboarding processes or getting vendors familiar with your processes and rules. . This is an amazing template that outlines steps that an organization may take during the process. Each individual step is highlighted based on the requirement of the organization. Download it today!

 

Our Client Onboarding Process and Checklist PPT Template

 

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Template 11: ITIL service support process checklist report

 

This template is a great add-on to your presentation slide because it divides the content into two categories of General IT Service Management Guidelines and a Process Implementation Checklist. Additionally, to ensure the responsibilities of the owners, there is also a status tab added that can be used to mark the responsibility of the authority concerned.  Download it now!

 

ITIL Service Support Process Checklist Report PPT Template 

 

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Template 12: Process implementation checklist 

 

This is a great template that makes use of a professional color scheme to simplify things and turns using this template into a treasure. It includes graphics in the form of an arrow that communicate a forward-looking approach. The content can be divided into four categories based on your specific company requirements and highlights risks & control. Add this template to your presentation deck and impress your audience today!

 

Process Implementation Checklist PPT Template

 

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EXPLORE THESE PROCESS CHECKLIST TEMPLATES TODAY!

 

These templates are sure to impress your audience, giving them a feeling that your work is organized and process-driven with all the right analysis/specifications. Given that these templates are customizable, you get an opportunity to showcase things that are exactly as per your company's requirements and policies. Download this premium PPT Slides through our monthly, semi-annual, annual, annual + custom design subscriptions here.

 

LET YOUR PROCESSES FLOW

 

Getting a process checklist template should ideally be the first thing you do before planning out any important task. This is because the template helps you streamline and work as per requirement. It also adds a professional look and feel to the presentation deck that you wish to present to your audiences. Explore these and other templates available on the SlideTeam website today!

 

FAQs on Process Checklist

 

What is a process checklist? 

A process checklist can be described as a process focused on providing an organized way of doing things, where a step-by-step method is adopted for engineering processes.  Field operators execute a process checklist,  with workers validating it in the execution of business operations. Such checklists frequently include a proper and specific workflow throughout the process resulting in a greater match between company achievements and goals. 

 

What is the purpose of the process checklist?

A process checklist is made with the object of overseeing tasks and ensuring that all elements are incorporated during the execution test/acceptance. Such a checklist helps in reducing any kind of omissions that may happen towards the end of the process. The process is carried out in an orderly manner with the utmost organization and discipline of purpose.  Tasks can be carried out efficiently, easily and quickly with lesser mistakes and complications. A business that realizes the importance of a process checklist finds that it can easily meet its targets and find productivity is the first thing that improves after its adoption. 

 

How do you create a checklist for a process?

Different steps are involved while creating a checklist for a process, whether it is done daily or occasionally for a specific purpose. The initial step in creating a checklist is to write down tasks on a piece of paper. The next step involves organizing and prioritizing tasks as per your interest. The tasks need to be arranged and made into a list that can be referred to whenever a task is completed. After completion/deployment of each task, checking off each item on the checklist needs to be done to understand the tasks completed and pending. Additional items can also be added as per the need.

 

What is a business process checklist?

A business process checklist is made to include all the tasks on a checklist to ensure the completion of all important tasks related to business operations and functions. Such a checklist can be simple or complex based on the steps involved in the whole process along with the systems involved in it. It can be considered as a guiding document that will help in sequencing activities in an order that facilitates business functions and suggests changes that need to be made to the existing system. 

 

What should a checklist include? 

A proper checklist needs to have certain items beginning with the name of the checklist. It is important to add the name of the checklist to understand its purpose. Another important item to be added to the checklist is the date or date range denoting the time taken for the completion of each task. The tasks need to be added in an orderly manner where a brief description for the same must also be given.