ISO 9000 Marketing Procedures Process Street

17/02/2019 ISO 9000 Marketing Procedures | Process Street
ISO 9000 Marketing Procedures

An ISO-9001:2015 compliant QMS Mini-Manual of standard operating procedures for use at Brightstar Marketing.
Task Summary
1 How to use this template
2 Introduction:
3 Amendments:
4 Purpose:
5 Responsibilities:
6 Scope:
7 Procedures:
8 PPC Audit Checklist
9 PPC Daily Campaign Review Checklist
10 PPC Weekly Campaign Review Checklist
11 PPC Monthly Campaign Review Checklist
12 Performance Marketing (PPC) Keyword Competition Analysis Checklist
13 New Facebook Ads Creation Checklist
14 Daily Standup Meeting Checklist
15 SEO Checklist: The Keyword Research Process
16 Google Analytics Audit
17 Technical SEO Audit
18 Sprint Turnover Process
19 Sprint Retrospective Process
20 Sprint Planning
21 Brand Identity Design
https://app.process.st/templates/h-asYvZCpL7JeY8HZlNFfA/print 1/34
22 Graphic Design Process
23 Creating an Invoice
24 Logo Design Process
25 Blog Pre-Publish Checklist
26 Content Promotion Checklist
27 New Affiliate Onboarding
28 Intro to FMEA Template: Failure Mode and Effects Analysis
29 Process for Improving a Process
30 Accounting Onboarding Procedures
31 Expense Management Process
32 Accounts Receivable Process
33 Accounts Payable Process
34 Income (Profit and Loss) Statement Process
35 Cash Flow Report
36 Balance Sheet Statement Preparation Checklist
37 Business Tax Preparation Checklist
38 Annual Financial Report Template
39 Overview:
1 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 to word and save as PDF once you have
completed it.
Throughout each section, you will find concise instructions to complete your SOPs. You can select "Edit template" to change
the text within each section.
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.
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 ISO website (https://www.iso.org/iso-9001-quality-management.html).
More detailed information on how to work with ISO-9001:2015 can be found here
(https://www.iso.org/obp/ui/#iso:std:iso:9001:ed-5:v1:en).
Once you’ve started work on your own mini-manual, you can delete this section.
2 Introduction:
Brightstar Marketing has developed and implemented this QMS (Quality Management System) manual in order to
document the company’s 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.
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’s services and products.
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.
Part of this process includes management of the QMS and all related processes by way of planning, testing, reviewing, and
updating “Plan-Do-Study-Act” (PDSA) methodology and a focus on “Risk-Based-Thinking” leading to the prevention of
undesirable outcomes.
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.
Internally, this manual will guide Brightstar Marketing’s employees through ISO quality requirements and standards that
must be adhered to and upheld in order to ensure sustained and continuously improving customer satisfaction.
Externally, the manual is used to introduce interested parties (including 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.
The QMS manual is approved by an executive management representative.
Brightstar Marketing PPC Quality Manual
Revision: 03
Date of issue: 19/1/19
Issued by: Oliver Peterson
Doc Number: 4
Conforms to ISO-9001:2015
3 Amendments:
Revision and Approval
Revision 01 - 01/02/2019 - outlined initial scope - approved by Oliver Peterson

Revision 02 - 01/06/2019 - added procedures - approved by Oliver Peterson
Revision 03 - 01/15/2019 - added overview flow diagram - approved by Oliver Peterson
4 Purpose:
Welcome
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.
This document is intended as a kind of quality reference-manual (or mini-manual) for use at Brightstar Marketing.
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.
Quality Policy
How we define quality
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.
How we achieve quality (how it’s implemented)
Part of this process includes management of the QMS and all related processes by way of planning, testing, reviewing, and
updating in a “Plan-Do-Study-Act” (PDSA) methodology, with focus on “Risk-Based-Thinking” leading to the prevention of
undesirable outcomes.
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.
The documented information will comprise the following:
Operations Mini-manual: A high-level overview describing the policies and procedures in place to meet the
standard.
Procedures: As part of the mini-manual, these document each step of a process and 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.
Breakdown of quality assurance tools
Typically when a new procedure is needed, the first version is created with an emphasis on rapid deployment at the level of
minimum viable product.
The procedure is subsequently tested and improved upon, until those final procedures deemed worthy to become a
standard within the company are subject to FMEA (PR. 21) to ensure company quality standards are met.
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.
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. 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.
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.
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’re up to our standard, and risks have been assessed, and they are ready to be implemented throughout our
organization.
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.
We satisfy all customer and ISO 9001:2015 requirements and continue to improve our processes to enhance customer
satisfaction and loyalty.
5 Responsibilities:
Context of the Organization
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.
To fully understand the organization and its context, Brightstar Marketing determined the externaland internal issues that
are relevant and that affect its ability to achieve intended results.
Profit margins have exceeded milestones this previous quarter, and a survey of workplace happiness has yielded a worker
satisfaction ratio of above 80%. Local market share is high, as
Brightstar is the longest-running marketing agency in the local area. Strong internal processes are reflected in the Net
Promoter Score (NPS), 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.
However, unresolved compliance issues and a number of dated internal procedures pose potential risk 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 a budgeting for GDPR consultant and movement towards
international compliance in order to position ourselves ahead of new internal teams.
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.
Strategies for Knowledge Graph ranking have also been proposed, due to certain keywords being demoted by Google’s
preference for SERP Knowledge Graphs.
Complete SWOT breakdown can be found in the SWOT analysis section below.
Internal issues:
New subscription plan just launched: Premium Gold

New marketing campaign just launched
New hire: Director of Marketing
Unresolved compliance issues
Certain procedures yet to be updated
Lack of capacity for video marketing
External issues:
Competitor recently went live with product integrations

Pound Sterling weakening post-Brexit
Competitor targeting old keywords
GPDR reduces EU data collection
Increased prevalence of Google's Knowledge Graphs
Client insourcing
Interested Parties
Interested parties may be customers, owners, suppliers, unions, bankers, etc. and to understand their needs and
expectations, you must:
Identify the relevant interested parties

Determine, monitor, and review their requirements that are Relevant to the QMS
Consider their expectations and needs and the impact on the ability to consistently provide products and services
that meet customer, statutory, and regulatory requirements
Leadership
Johnny Locke (Quality Assurance Manager)

Sarah Glass (General Manager)
Des Hume (CTO, Head of SEO)
Jaques Shepherd (Marketing Manager)
Hugo Reyes (Content Manager)
Bill Bragg (Staff Representative)
Galen Drury (Director of Marketing)
Tanya Gardner (Graphic Design Lead)
List of interested parties:
Joe Bogan, CEO at FloatTankTech (seed funding investor)

Ellen Must, Founder & CTO at Tezla (seed funding investor)
LemonTech (biggest customer)
Process Street (used internally for workflow management and automation)
Highstreet Accounting & Daughters (outsourced accounting, tax, and finance consulting)
Hubspot (used internally for CRM, inbound marketing and sales)
Grey Mesa Marketing (biggest local competitor)
SWOT analysis
6 Scope:
Scope of the Quality Management System

Planning & Management
Daily Standup Meeting Checklist (PR. 07)
Sprint Turnover Process (PR. 11)
Sprint Retrospective Process (PR. 12)
Sprint Planning (PR. 13)
Branding & Style Guides

Brand Identity Design (PR. 14)
Content Creation
Blog Pre-Publish Checklist (PR. 18)
Content Promotion Checklist (PR. 19)
Graphic Design
Graphic Design Process (PR. 15)
Logo Design Process (PR. 17)
Digital Marketing & SEO

PPC Audit Checklist (PR. 01)
PPC Daily Campaign Review Checklist (PR. 02)
PPC Weekly Campaign Review Checklist (PR. 03)
PPC Monthly Campaign Review Checklist (PR. 04)
Performance Marketing (PPC) Keyword Competition Analysis Checklist (PR. 05)
New Facebook Ads Creation Checklist (PR. 06)
SEO Checklist: The Keyword Research Process (PR. 08)
Google Analytics Audit (PR. 09)
Technical SEO Audit (PR. 10)
New Affiliate Onboarding (PR. 20)
Process Optimization
Intro to FMEA Template: Failure Mode and Effects Analysis (PR. 21)
Process for Improving a Process (PR. 22)
Accounting & Finances

Creating an Invoice (PR. 16)
Accounting Onboarding Procedures (PR. 23)
Expense Management Process (PR. 24)
Accounts Receivable Process (PR. 25)
Accounts Payable Process (PR. 26)
Income (Profit and Loss) Statement Process (PR. 27)
Cash Flow Report (PR. 28)
Balance Sheet Statement Preparation Checklist (PR. 29)
Business Tax Preparation Checklist (PR. 30)
Annual Financial Report Template (PR. 31)
Locations
Brightstar Miami: 355 Lincoln Road, 33189, FL, USA

Brightstar London: 43 Rivington Street, London, Greater London, EC4B 2BU, UK
Exclusion
Factors outside of QMS scope
Additional accounting services outsourced to Highstreet Accounting & Daughters

CRM, inbound marketing and sales managed with Hubspot
Procedure exclusion
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 (FMEA) and formalize them into
set procedures which can then be added to the database of documented procedures in our QMS mini-manual.
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.
7 Procedures:
Process Management Methodology
For business process management we utilize Process Street as a workflow management powerhouse.
From here, we build, manage, deploy, update, collaborate, and automate processes in the form of checklists
(https://www.process.st/help/docs/running-checklists/) and templates (https://www.process.st/help/docs/templates/).
Process Street's Template Overview (https://www.process.st/help/docs/template-overview/) feature allows a high-level

overview of work done, combined with the Inbox (https://www.process.st/help/docs/inbox/) for streamlined task and
checklist assignment.
Top Level Processes
1. Process for Improving a Process (PR. 22)

2. Accounting Onboarding Procedures (PR. 23)
3. PPC Daily Campaign Review Checklist (PR. 02)
Complete Company Procedures
8 PPC Audit Checklist
Summary
This procedure defines the requirements for a new PPC account audit.
The Director of Marketing is responsible for the implementation and management of this procedure
Revision number: 001
Revision date: 01/02/2019
Nature of changes: Initial process documented.
Approved by: Oliver Peterson
Procedure Template & Template History: (URL (https://www.process.st/checklist/ppc-audit-checklist/))
Procedure
Introduction:
Goals:
1. a. Input basic information

b. Determine account goals
c. Choose data sources
d. Select the time frame
Tracking:
1. a. Verify AdWords tracking code is added to your site

b. Ensure conversion actions have been defined appropriately
Campaign Settings:
1. a. Verify the ‘Delivery Method’ selected

b. Verify the ‘Ad Rotation’ option selected
c. Verify your Ad Schedule settings
d. Check if ‘All Features’ has been selected for your campaign
e. Verify if you want to opt for ‘Search partners’ from Search Network
f. Check the number of ad variations per ad group

g. Determine if dynamic keyword insertion (DKI) should be used
Budget & Bidding:
1. a. Check that budget is sufficient

b. Validate your bidding strategy
c. Verify bid adjustments
Targeting:
1. a. Check location targeting

b. Set proper device performance and targeting
c. Ensure proper demographic specifications, if any
d. Check the display ad placements for inappropriate websites
Ads:
1. a. Verify ad guidelines are followed

b. U keyword in ad copy
c. Ensure the landing page is appropriate
d. Check for any offer or time-bound messaging
e. Check your ads for grammatical or spelling mistakes
f. Make sure ad has clear call-to-action
g. Review A/B tests
h. Verify display campaigns are using both image and text ads
Keywords:
1. a. Check your search terms for negative keywords

b. Check keyword match types
c. Ensure there are no keyword conflicts
d. Identify new search query opportunities
e. Verify proper search query triggered keyword results
f. Check the number of keywords per ad group
g. Remove keywords with zero impressions
Quality Score:
1. a. Check your keyword's quality score performance

b. Eliminate keywords with poor quality score
Ad Extension:
1. a. Ensure GMB is linked to your Ads account to enable location extensions (if applicable)
b. Check for campaigns with missing ad extensions
c. Remove any non-performing automated extensions
d. Check the status of ad extension (approved or disapproved)
e. Ensure sitelinks have relevant descriptions
f. Make sure your call extension is scheduled during operational hours
g. Check if ‘call reporting’ is enabled to track conversions from your call extensions
Remarketing Campaigns:
1. a. Validate remarketing code has been added correctly

b. Validate remarketing lists are properly collecting visitors
c. Verify the remarketing lists created
Metric Review:
1. a. Review primary KPI's

b. Validate budget utilization
Report/Action Items:
1. a. Prioritize action items

b. Create a report (if needed)
c. Print or email report
9 PPC Daily Campaign Review Checklist
Summary
This procedure defines the requirements for running a daily PPC campaign review.
The Director of Marketing is responsible for the implementation and management of this procedure.
Procedure Template & Template History: (U (https://www.process.st/checklist/ppc-daily-campaign-review-checklist/)RL

(https://www.process.st/checklist/ppc-daily-campaign-review-checklist/))
Procedure
Introduction:
Campaign Overview:
1. a. Input campaign date
KPI Review:
1. a. Review key metrics for changes
Keyword Review:
1. a. Identify any major pattern change
Budget Alignment:
1. a. Make sure all budget is used
1. a. List action Items
10 PPC Weekly Campaign Review Checklist
Summary
This procedure defines the requirements for running a weekly PPC campaign review.
Procedure Template & Template History: (U (https://www.process.st/checklist/ppc-weekly-campaign-review-checklist/)RL

(https://www.process.st/checklist/ppc-weekly-campaign-review-checklist/))
Procedure
Introduction:
1. a. Input campaign data

b. Review key metrics
c. Check display network placements
d. Make sure budget is being utilized
e. Check & optimize bids
f. Analyze keyword performance
g. Review negative keyword
1. a. Summarize findings
b. Create a report
c. Print or email report
11 PPC Monthly Campaign Review Checklist
Summary
This procedure defines the requirements for running a monthly PPC campaign review.
Procedure Template & Template History: (U (https://www.process.st/checklist/ppc-monthly-campaign-review-

checklist/)RL (https://www.process.st/checklist/ppc-monthly-campaign-review-checklist/))
Procedure
Introduction:
1. a. Input campaign data

b. Review key performance indicators
c. Make sure campaign settings are accurate
d. Check sitelinks
e. Review landing page
f. Analyze keywords
g. Check remarketing campaigns
h. Analyze campaign performance
i. Review quality score

j. Check & optimize budgets
1. a. Summarize findings
b. Create a report (if needed)
c. Send report
12 Performance Marketing (PPC) Keyword Competition Analysis Checklist
Summary
This procedure defines the requirements for analysis of competition before launching any keyword-focused paid ads.
Procedure Template & Template History: (U (https://www.process.st/checklist/performance-marketing-ppc-keyword-

competition-analysis-checklist/)RL (https://www.process.st/checklist/performance-marketing-ppc-keyword-competition-
analysis-checklist/))
Procedure
Introduction:
1. a. Record your efforts

b. Check page-level authority
c. Review referring domains
d. Review domain authority and brand presence
e. Assess link profile
f. Evaluate on-page SEO
g. Identify easy target results
h. Inspect content quality
i. Create and print action items
13 New Facebook Ads Creation Checklist
Summary
This procedure defines the requirements for creating a new Facebook Ads campaign.
Procedure Template & Template History: (U (https://www.process.st/checklist/new-facebook-ads-creation-checklist/)RL

(https://www.process.st/checklist/new-facebook-ads-creation-checklist/))
Procedure
Introduction:
1. a. Record setup
Facebook Setup:
1. a. Validate if there is a Facebook page

b. Create Facebook page
c. Check if a Business Manager account is created
d. Create Business Manager account
e. Make sure Facebook ad account is create
f. Setup ad account
g. Input payment method
Facebook Pixel & Configuration:
1. a. Make sure Facebook pixel is setup

b. Install Facebook pixel
c. Test and ensure pixel is installed properly
Audience Creation:
1. a. Uploaded customer/subscriber list

b. Create your website custom audience and/or engagement custom audience
c. Create Lookalike Audience based on the above lists/audiences
Dynamic Product Ads:
1. a. Create your product catalog(s)

b. Connect your pixel to product catalogs
c. Ensure events show up in Ads Manager
Ad Copy:
1. a. Write ad copy tailored to your audience

b. Ensure ad copy is compliant with Facebook's rules
c. Review ad text amount
Campaign Creatives:
1. a. Create ad creative assets

b. Check size of creative assets (images, banners, videos, etc…)
Budget Checklist:
1. a. Review current budget
Output:
1. a. Send completion email
14 Daily Standup Meeting Checklist
Summary
This procedure outlines the daily standup meeting for the team’s progress on the current sprint.
The General Manager is responsible for the implementation and management of this procedure.
Procedure Template & Template History: (U (https://www.process.st/checklist/daily-standup-meeting-checklist/#related-

checklists)RL (https://www.process.st/checklist/daily-standup-meeting-checklist/#related-checklists))
Procedure
Introduction:
1. a. Attendance
b. Updates
c. Does anyone want to kick anything out?
d. Make sure everyone has scheduled their weekly call
e. Make sure all PRs are accounted for
f. Burndown chart
g. Staging review
h. Does anyone have any 5-8 pointers to discuss?
15 SEO Checklist: The Keyword Research Process
Summary
This procedure defines the requirements for refining and selecting the keywords that will help you maximize your SEO.
Procedure Template & Template History: (U (https://www.process.st/checklist/seo-checklist-the-keyword-research-

process/)RL (https://www.process.st/checklist/seo-checklist-the-keyword-research-process/))
Procedure
Introduction:
Brainstorming:
1. a. Gather initial keywords

b. Set up a spreadsheet template to store keywords
Research and filtering:
1. a. Search for related keywords

b. Filter by search volume and clicks
c. Filter by keyword difficulty
d. Gather highest ranking competitor keywords

e. Ask your customers why they use your product
Keyword optimization:
1. a. Gather five long tail keywords

b. Gather five LSI keywords
c. Determine keyword intent
Output:
1. a. Select the top five keywords for this project
16 Google Analytics Audit
Summary
This procedure defines the requirements for performing a Google Analytics audit.
Procedure Template & Template History: (U (https://www.process.st/checklist/google-analytics-audit/)RL

(https://www.process.st/checklist/google-analytics-audit/))
Procedure
Introduction:
Preparation:
1. a. Collect some data about the Google Analytics profile
Property configuration:
1. a. Check referral exclusion settings

b. Check AdWords integration
View configuration:
1. a. Check basic View Settings are configured correctly

b. Make sure Views are organized logically
c. Check default URL is set up correctly
d. Check Goals are configured correctly
Filters:
1. a. Make sure exclude filters are set up correctly
Tracking:
1. a. Troubleshoot basic tracking issues
b. Check tracking snippet formatting

c. Check for pages missing Google Analytics code
d. Check for different data in your shopping cart tool
Tag Manager:
1. a. Check Cross-Domain Tracking

b. Check Tag Manager is filtering out spam traffic
c. Check tag firing
Attribution:
1. a. Log attribution model
Finishing up:
1. a. Make sure Google Analytics email reports are set up

b. Forward completed audit report
17 Technical SEO Audit
Summary
This procedure defines the requirements for performing a technical SEO audit.
Procedure Template & Template History: (U (https://www.process.st/checklist/technical-seo-audit/)RL

(https://www.process.st/checklist/technical-seo-audit/))
Procedure
Introduction:
Pre-audit:
1. a. Make some basic preparations
Traffic analysis:
1. a. Check search volume

b. Check keywords
c. Check competitor traffic
d. Search Engine Results Page (SERP) presence:
e. Check page ranking
f. Check for SERP features
g. Check for negative SERP listings
Technical factors:
1. a. Check robots.txt
b. Check the domain has HTTPS security encryption

c. Set up HTTPS security encryption
d. Check canonical legitimacy
Screaming Frog:
1. a. Crawl the entire website

b. Check link health
c. Verify internal links
Content:
1. a. Check landing page formatting

b. Check site navigation
Authority:
1. a. Check Ahrefs Rank

b. Check backlinks
c. Compare against competitors
Social media:
1. a. Evaluate your brand’s social media presence
Final report:
1. a. Export the audit report
18 Sprint Turnover Process
Summary
This procedure defines the requirements for reviewing, estimating, and assigning issues to the next sprint.
Procedure Template & Template History: (U (https://www.process.st/checklist/sprint-turnover-process/)RL

(https://www.process.st/checklist/sprint-turnover-process/))
Procedure
Introduction:
1. a. Click the "Complete sprint" button in JIRA

b. Review the "Issues for Next Sprint" JIRA search
c. Review the "Recently created unresolved bugs" JIRA search
d. Estimate all issues for new sprint in the Agile Poker tool
e. Divide sprint issues up
f. Move all unassigned issues into the next sprint
g. Start the new sprint
19 Sprint Retrospective Process
Summary
This procedure defines the requirements for reviewing the latest sprint and discussing what could be improved.
Procedure Template & Template History: (U (https://www.process.st/checklist/sprint-retrospective-process/)RL

(https://www.process.st/checklist/sprint-retrospective-process/))
Procedure
1. a. Introduction:
b. Select participants
c. Review tasks from last retrospective
d. What went well / wrong during the sprint cycle?
e. Review velocity chart
f. Create issues in JIRA labeled "Retrospective"
20 Sprint Planning
Summary
This procedure defines the requirements for planning a development sprint.
Procedure Template & Template History: (U (https://www.process.st/checklist/sprint-planning/)RL

(https://www.process.st/checklist/sprint-planning/))
Procedure
Introduction:
Preparation:
1. a. Record the sprint's details

b. Check that your user stories have been groomed
Ordering the Backlog:
1. a. Discuss important context

b. Create a new sprint
c. Affirm task priority
d. Assign tasks to a new sprint
e. Discuss the potential for future sprints (optional)
Assigning the Backlog:
1. a. Discuss the issues with your team

b. Assign each task to a developer
21 Brand Identity Design
Summary
This procedure defines the requirements for planning a development sprint.
Procedure Template & Template History: (U (https://www.process.st/checklist/sprint-planning/)RL

(https://www.process.st/checklist/sprint-planning/))
Procedure
Introduction:
Preparation:
1. a. Record the sprint's details

b. Check that your user stories have been groomed
Ordering the Backlog:
1. a. Discuss important context

b. Create a new sprint
c. Affirm task priority
d. Assign tasks to a new sprint
e. Discuss the potential for future sprints (optional)
Assigning the Backlog:
1. a. Discuss the issues with your team

b. Assign each task to a developer
22 Graphic Design Process
Summary
This procedure defines the requirements for start a new project with a client to provide images or designs.
The Graphic Design Lead is responsible for the implementation and management of this procedure
Procedure Template & Template History: (U (https://www.process.st/checklist/graphic-design-process/)RL

(https://www.process.st/checklist/graphic-design-process/))
Procedure
1. a. Introduction to Graphic Design Process

b. Record client details
c. Hold a briefing meeting with the client
d. Research your client's ecosystem
e. Mindmap the concept
f. Create initial mockups
g. Create your first draft designs
h. Refine your work from feedback
i. Pass the final work to the client
j. Generate invoice
23 Creating an Invoice
Summary
This procedure defines the requirements for generating an invoice in minutes with simple automation.
The accountant is responsible for the implementation and management of this procedure.
Procedure Template & Template History: (U (https://www.process.st/checklist/creating-an-invoice/)RL

(https://www.process.st/checklist/creating-an-invoice/))
Procedure
Information:
1. a. Enter invoice info

b. Enter client info
c. Enter your info
Invoice:
1. a. Generate the invoice

b. Receive money
c. Contact the client to pursue payment
d. Receive late payment
24 Logo Design Process
Summary
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.
The Graphic Design Lead is responsible for the implementation and management of this procedure.
Procedure Template & Template History: (U (https://www.process.st/checklist/logo-design-process/)RL

(https://www.process.st/checklist/logo-design-process/))
Procedure
1. a. Introduction to the Logo Design Process

b. Record client details
c. Hold a briefing meeting
d. Design: Prepare research to inspire the logo creation
e. Client: Review the research report and provide your feedback
f. Design: Conceptualize different logo options
g. Client: Review the initial logo ideas
h. Design: Draft your final concept proposals
i. Client: Review the final concepts
j. Design: Finalize the concept and deliver the materials
k. Client: Review the final logo and give approval
l. Design: Generate invoice
25 Blog Pre-Publish Checklist
Summary
This procedure defines the requirements for running a blog post through all necessary pre-publish checks.
The Content Manager is responsible for the implementation and management of this procedure.
Procedure Template & Template History: (U (https://www.process.st/checklist/blog-pre-publish-checklist/)RL

(https://www.process.st/checklist/blog-pre-publish-checklist/))
Procedure
Introduction:
Record post links:
1. a. Record post link
Pre-Publish:
1. a. Run spell check

b. Proofread post
c. Write 5 headlines
d. Include sub-headings
e. Check your links
f. Standardize your lists (and bullets)

g. Check image size and ratio
h. Check your video embeds
i. Check all quotes
j. Check for any strange formatting
k. Have post approved
l. Check publish date
m. Update headline to best performing (post A/B test)
26 Content Promotion Checklist
Summary
This procedure defines the requirements for promoting a new piece of content.
The Content Manager is responsible for the implementation and management of this procedure.
Procedure Template & Template History: (U (https://www.process.st/checklist/content-promotion-checklist/)RL

(https://www.process.st/checklist/content-promotion-checklist/))
Procedure
Introduction:
1. a. Set up blog
b. Prepare your Post
c. Share on Social Media
d. Email your Subscribers
Outreach:
1. a. Submit to Social Bookmarking Sites & Directories
Syndication:
1. a. Use JustReTweet
b. Post on Related Forums and Groups
c. Comment on related Blog Posts
d. Post on Q&A Sites
e. Scoop.it
f. Reverse Engineer your Competition
g. Pay for Promotion
h. Deep-Link to the Content from Older Posts
i. Submit to Link Roundups
j. Repurpose Your Content
27 New Affiliate Onboarding
Summary
This procedure defines the requirements for onboarding new affiliate partners.
Procedure Template & Template History: (U (https://www.process.st/checklist/new-affiliate-onboarding/)RL

(https://www.process.st/checklist/new-affiliate-onboarding/))
Procedure
Introduction:
Review:
1. a. Gather applicant's information

b. Review applicant's profile
c. Conduct an interview with the applicant
Approval:
1. a. Decide whether or not to approve the applicant

b. Let the new affiliate partner know they were successful
c. Let the applicant know they were unsuccessful
d. Add new affiliate to your affiliate management tool
Paperwork:
1. a. Come to agreement on partnership terms

b. Send off and received back a signed copy of the document
Guidelines and resources:
1. a. Give instructions on how to identify as an affiliate

b. Provide them with everything they need to perform their role
c. Communicate logo and image usage guidelines
Announcements:
1. a. Promote new affiliate partnership
28 Intro to FMEA Template: Failure Mode and Effects Analysis
Summary
This procedure defines the requirements for conducting an FMEA.
The Quality Assurance Manager is responsible for the implementation and management of this procedure.

Procedure Template & Template History: (U (https://www.process.st/checklist/fmea-template-failure-mode-and-effects-

analysis/)RL (https://www.process.st/checklist/fmea-template-failure-mode-and-effects-analysis/))
Procedure
Introduction:
1. a. Record the stakeholders involved in the analysis

b. Define the scope of your investigation
c. Determine all the functions within the process
d. Identify all the possible failures for each function
e. Identify all the consequences for each failure mode
f. Determine the severity rating for each effect
g. Establish the root causes for each failure mode
h. Calculate the occurrence rating for each cause
i. Determine the existing process controls for each cause
j. Calculate the detection rating for each control
k. Calculate the Risk Priority Number (RPN) for each failure mode
l. Calculate the criticality for each failure mode
m. Identify corrective actions and responsibilities
n. Estimate projected RPNs and criticality for proposed solutions
o. Establish a tracking process to monitor solution performances
p. Upload your finished FMEA grid
29 Process for Improving a Process
Summary
This procedure defines the requirements for ongoing framework for testing, updating, and continually improving an existing
process.
The Quality Assurance Manager is responsible for the implementation and management of this procedure.
Procedure Template & Template History: (U (https://app.process.st/templates/The-Process-for-Improving-a-Process-

Brightstar-Marketing-uHiQFlA4Yw7zm2VPej9H1A/view)RL (https://app.process.st/templates/The-Process-for-Improving-a-
Process-Brightstar-Marketing-uHiQFlA4Yw7zm2VPej9H1A/view))
Procedure
Introduction:
Preparation:
1. a. Collect basic information
Identifying the process:
1. a. Note which process needs improving

b. Identify the elements of the process
Assessing the process:
1. a. Determine whether current process is most optimal
b. Assess the strengths and weaknesses of the process

c. Determine non-essential tasks
d. Determine which tasks can be automated
Updating the process:
1. a. Remove non-essential steps

b. Automate where possible
Testing the process:
1. a. Make sure the process still works

b. Determine optimal solution
30 Accounting Onboarding Procedures
Summary
This procedure defines the requirements for training new accountancy staff and integrating them into your team.
The Accountant is responsible for the implementation and management of this procedure.
Procedure Template & Template History: (U (https://www.process.st/checklist/accounting-onboarding-procedures/)RL

(https://www.process.st/checklist/accounting-onboarding-procedures/))
Procedure
Introduction:
Before the first day:
1. a. Record employee details

b. Request a letter of employment
c. Invite your new hire to a preliminary meeting
d. Collect their personal information
e. Prepare an employee agreement with them
f. Double sign all documents
g. Send all documents to HR
h. Set them up with their accounts
i. Create their bio for the company website
j. Take a professional photo
k. Remind them which day they officially start
First day:
1. a. Show them their workspace

b. Explain to them their training plan
c. Hold an informal team welcome meeting
d. Begin training them on your accounting software
e. Finish the day with a casual chat
First week:
1. a. Have your new hire shadow team members

b. Create mock scenario for accounting software
c. Question them on details of the auditing methodology
d. Let them pick their mentor
After the first week:
1. a. Ask them to mock audit a department's records

b. Ensure employee is working closely with their mentor
c. Assign them to a project with an experienced lead
The end of the first month:
1. a. Arrange a meeting to discuss their experience
31 Expense Management Process
Summary
This procedure defines the requirements for processing employee expense claims.
Procedure Template & Template History: (U (https://www.process.st/checklist/expense-management-process/)RL

(https://www.process.st/checklist/expense-management-process/))
Procedure
Introduction:
Claimant:
1. a. Record details of the expense
Manager:
1. a. Approve or reject the expense claim

b. State reason for rejection
Accountant:
1. a. Notify the employee of expense approval

b. Notify the employee of expense rejection
c. Add to department expense account
Human Resources:
1. a. Send to HR manager to reimburse on next pay check

b. Remind HR to process the expense
32 Accounts Receivable Process
Summary
This procedure defines the requirements for requesting and recording payments made to your company.
Procedure Template & Template History: (U (https://www.process.st/checklist/accounts-receivable-process/)RL

(https://www.process.st/checklist/accounts-receivable-process/))
Procedure
Introduction:
The buyer:
1. a. Record buyer details
Establish your credit practices:
1. a. Send the buyer a credit application

b. Run a credit check on the purchasing company
c. Send the buyer your terms of sale
Invoicing:
1. a. Check customer payment terms

b. Generate and send invoice in your accounting software
Tracking:
1. a. Record your activity digitally

b. Make a second physical copy
c. Establish monthly contact with your client
Accounting for accounts receivable:
1. a. Record for sales on credit of services

b. Record for sales on credit of goods
33 Accounts Payable Process
Summary
This procedure defines the requirements for handling outgoing payments in an efficient and compliant manner.
Procedure Template & Template History: (U (https://www.process.st/checklist/accounts-payable-process/)RL

(https://www.process.st/checklist/accounts-payable-process/))
Procedure
Introduction:
Purchase order:
1. a. Enter purchase order details

b. Send to the vendor accounting department
c. Send to the receiving department
d. Send to the senior accountant in your department
e. File a copy for internal records
Receiving report:
1. a. Create a receiving report
Document validation:
1. a. Gather the receiving report, PO, and vendors invoice

b. Double check a three-way match
c. Report errors to relevant team member
d. Confirm all documents have been amended
Payment:
1. a. Enter the invoice into the accounts payable account

b. Check dates to avoid penalty charges
c. Schedule the payment
d. Stamp all documents
e. Create voucher for the documents
f. Store in paid voucher/invoice file
34 Income (Profit and Loss) Statement Process
Summary
This procedure defines the requirements for determining how much money your company has earned and spent each
quarter.
The Accountant is responsible for the implementation and management of this procedure
Procedure Template & Template History: (U (https://www.process.st/checklist/income-profit-and-loss-statement-

process/)RL (https://www.process.st/checklist/income-profit-and-loss-statement-process/))
Procedure
Introduction:
Gross profit:
1. a. Record your sources of revenue

b. Calculate total revenue
c. Record your costs of goods sold (COGS)
d. Calculate gross profit
Net income:
1. a. List all other operating expenses

b. Calculate profit before taxes
c. Calculate net income
Retained earnings:
1. a. Consult previous year's report for retained earnings (RE)

b. Take net income/loss and add to RE
35 Cash Flow Report
Summary
This procedure defines the requirements for creating a quarterly cash flow report.
Procedure Template & Template History: (U (https://www.process.st/checklist/cash-flow-report/)RL

(https://www.process.st/checklist/cash-flow-report/))
Procedure
Introduction:
Preparation:
1. a. Gather financial documents

b. Calculate changes in the balance sheet
Analyze cash activities:
1. a. Determine the sources and uses of cash accounts
Create the worksheet:
1. a. Create the header and columns

b. Label the rows
Populate the worksheet:
1. a. Compute total cash receipts

b. Compute total cash disbursements
c. Calculate net cash flow
d. Verify and save the final cash flow statement
36 Balance Sheet Statement Preparation Checklist
Summary
This procedure defines the requirements for creating a snapshot of your company’s financial position.
Procedure Template & Template History: (U (https://www.process.st/checklist/balance-sheet-statement-preparation-

checklist/)RL (https://www.process.st/checklist/balance-sheet-statement-preparation-checklist/))
Procedure
Introduction:
Preparation:
1. a. Gather necessary information

b. Know the balance sheet's basic accounting equation
Building the statement:
1. a. Create the header of the balance sheet

b. Determine and classify assets
c. Calculate total assets
d. Determine and classify liabilities
e. Compute total liabilities
f. Determine stockholders' equity
g. Calculate stockholders' equity
h. Compute liabilities and stockholders' equity
i. Review the balance sheet
37 Business Tax Preparation Checklist
Summary
This procedure defines the requirements for double checking and gathering all the necessary information and materials to
file your business tax return.
Procedure Template & Template History: (U (https://www.process.st/checklist/business-tax-preparation-checklist/)RL

(https://www.process.st/checklist/business-tax-preparation-checklist/))
Procedure
Introduction:
First step:
1. a. Record tax advisor/accountant contact details
Analysis of current and past financial data:
1. a. Collect copies of federal and state tax returns

b. Consult copies of articles of incorporation
c. Calculate year end balance sheets
d. Review year-end bank statements
e. Review gross receipts from sales or services
f. Check sales records (for accrual based taxpayers)
g. Calculate total returns and allowances
h. Gather business checking/savings account interest
i. Identify other income
Personal identification of owners:
1. a. List all business owners' details

b. Note the identification number of the business
Benefits, loans and transactions documents:
1. a. Compile details of fringe benefits

b. Gather documents of business loans
c. Gather records of all business insurance
d. Locate information on interest expenses
e. Document legal fees
Payroll data:
1. a. Collect payroll forms

b. List commissions paid to subcontractors
c. Record wages paid to employees
Expense details:
1. a. Collate all advertising costs

b. Document all transportation and travel expenses
c. Record office supply expenses
d. Record rental expenses
e. List any other expenses
List of assets and depreciation:
1. a. Disclose asset acquisitions

b. Work out your depreciation expense schedules
c. Document details of asset dispositions
IRS correspondence:
1. a. Find any communications with the IRS
Compile and deliver the documentation:
1. a. Schedule meeting with your tax advisor/accountant
38 Annual Financial Report Template
Summary
This procedure defines the requirements for creating a comprehensive overview of all financial, operational, and strategic
activity of your business.
Procedure Template & Template History: (U (https://www.process.st/checklist/annual-financial-report-template/)RL

(https://www.process.st/checklist/annual-financial-report-template/))
Procedure
Introduction:
Gather financial statements:
1. a. Contact accounting department for financial statements

b. Determine any additional sections of the report
Verify financial data:
1. a. Check liabilities plus equity is equal to total assets

b. Check retained earnings has been updated
c. Check profit before taxes is present
d. Add the increase/decrease to year opening cash balance
e. Confirm all figures are correct
f. Describe the errors that have been identified
g. Request errors to be amended
h. Add a section explaining the report's structure
Letter from the CEO:
1. a. Send your CEO the financial overview

b. Add the CEO's letter to the report
Senior management profiles:
1. a. Contact HR for a list of directors and senior management

b. Contact each for a brief quote about annual performance
Plans for the future:
1. a. Enter the company's strategic plan
b. Add info on new product and services for coming year

c. Include the accompanying adjusted projections
Submit for review:
1. a. Pass to a colleague for review and editing assistance

b. Submit to the CEO for review
c. Obtain signatures from the CEO and CFO
d. Gain top management & board of directors' approval
e. Submit to the relevant regulatory body
39 Overview:
Process Sequence
[Upload a process diagram or flow chart if you have one]

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17/02/2019 ISO 9000 Marketing Procedures | Process Street

ISO 9000 Marketing Procedures

1 How to use this template

8 PPC Audit Checklist

9 PPC Daily Campaign Review Checklist

10 PPC Weekly Campaign Review Checklist

11 PPC Monthly Campaign Review Checklist

12 Performance Marketing (PPC) Keyword Competition Analysis Checklist

13 New Facebook Ads Creation Checklist

14 Daily Standup Meeting Checklist

15 SEO Checklist: The Keyword Research Process

16 Google Analytics Audit

17 Technical SEO Audit

18 Sprint Turnover Process

19 Sprint Retrospective Process

21 Brand Identity Design

22 Graphic Design Process

24 Logo Design Process

25 Blog Pre-Publish Checklist

26 Content Promotion Checklist

27 New Affiliate Onboarding

28 Intro to FMEA Template: Failure Mode and Effects Analysis

29 Process for Improving a Process

30 Accounting Onboarding Procedures

31 Expense Management Process

32 Accounts Receivable Process

33 Accounts Payable Process

34 Income (Profit and Loss) Statement Process

35 Cash Flow Report

36 Balance Sheet Statement Preparation Checklist

37 Business Tax Preparation Checklist

38 Annual Financial Report Template

1 How to use this template

The QMS manual is approved by an executive management representative.

Brightstar Marketing PPC Quality Manual

Date of issue: 19/1/19

Issued by: Oliver Peterson

Revision and Approval

Revision 01 - 01/02/2019 - outlined initial scope - approved by Oliver Peterson

How we define quality

How we achieve quality (how it’s implemented)

Breakdown of quality assurance tools

Context of the Organization

New subscription plan just launched: Premium Gold

Competitor recently went live with product integrations

Identify the relevant interested parties

Johnny Locke (Quality Assurance Manager)

List of interested parties:

Joe Bogan, CEO at FloatTankTech (seed funding investor)

Scope of the Quality Management System

Branding & Style Guides

Digital Marketing & SEO

Accounting & Finances

Brightstar Miami: 355 Lincoln Road, 33189, FL, USA

Additional accounting services outsourced to Highstreet Accounting & Daughters

Process Management Methodology

Process Street's Template Overview (https://www.process.st/help/docs/template-overview/) feature allows a high-level

Top Level Processes

1. Process for Improving a Process (PR. 22)

Complete Company Procedures

8 PPC Audit Checklist

Revision and Approval

Revision number: 001

Revision date: 01/02/2019

Nature of changes: Initial process documented.

Approved by: Oliver Peterson

Procedure Template & Template History: (URL (https://www.process.st/checklist/ppc-audit-checklist/))