Task Summary
2 Introduction:
3 Amendments:
4 Purpose:
5 Responsibilities:
6 Scope:
7 Procedures:
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28 PR. 21: Intro to FMEA Template: Failure Mode and Effects Analysis
39 Overview:
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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.
Revision: 03
Doc Number: 4
Conforms to ISO-9001:2015
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3 Amendments:
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
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.
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 actionable procedures as process templates within the Process Street
platform constitute a unified system which contains complete Work Instructions for how to perform a process, and
Forms to provide additional information and evidence to support the system.
When a new procedure is needed there are two approaches Bright Star Marketing takes depending on the requirements for
the process to meet the strategic goals of the business. The first version could be created with an emphasis on rapid
deployment at the level of minimum viable process, or it could be carefully planned in advance using the DFSS framework.
Most of our activities benefit from an agile approach to process creation and we explain how our QMS holds that to high
standards in the section below. DFSS is deployed in accordance with the Quality Assurance Manager.
The procedure is subsequently tested and improved upon, until those final procedures deemed worthy to become a
standard within the company are subject to Failure Modes and Effects Analysis (FMEA) (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.
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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:
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%.
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:
External issues:
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Interested Parties
Interested parties may be customers, owners, suppliers, unions, bankers, etc. and to understand their needs and
expectations, you must:
Leadership
SWOT analysis
6 Scope:
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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)
Process Optimization
Intro to FMEA Template: Failure Mode and Effects Analysis (PR. 21)
Process for Improving a Process (PR. 22)
Locations
Brightstar Miami: 355 Lincoln Road, 33189, FL, USA
Brightstar London: 43 Rivington Street, London, Greater London, EC4B 2BU, UK
Exclusion
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.
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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:
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/).
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
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Procedure
1. Introduction:
2. Goals:
3. Input basic information
4. Determine account goals
5. Choose data sources
6. Select the time frame
7. Tracking:
8. Verify AdWords tracking code is added to your site
9. Ensure conversion actions have been defined appropriately
10. Campaign Settings:
11. Verify the ‘Delivery Method’ selected
12. Verify the ‘Ad Rotation’ option selected
13. Verify your Ad Schedule settings
14. Check if ‘All Features’ has been selected for your campaign
15. Verify if you want to opt for ‘Search partners’ from Search Network
16. Check the number of ad variations per ad group
17. Determine if dynamic keyword insertion (DKI) should be used
18. Budget & Bidding:
19. Check that budget is sufficient
20. Validate your bidding strategy
21. Verify bid adjustments
22. Targeting:
23. Check location targeting
24. Set proper device performance and targeting
25. Ensure proper demographic specifications, if any
26. Check the display ad placements for inappropriate websites
27. Ads:
28. Verify ad guidelines are followed
29. U keyword in ad copy
30. Ensure the landing page is appropriate
31. Check for any offer or time-bound messaging
32. Check your ads for grammatical or spelling mistakes
33. Make sure ad has clear call-to-action
34. Review A/B tests
35. Verify display campaigns are using both image and text ads
36. Keywords:
37. Check your search terms for negative keywords
38. Check keyword match types
39. Ensure there are no keyword conflicts
40. Identify new search query opportunities
41. Verify proper search query triggered keyword results
42. Check the number of keywords per ad group
43. Remove keywords with zero impressions
44. Quality Score:
45. Check your keyword's quality score performance
46. Eliminate keywords with poor quality score
47. Ad Extension:
48. Ensure GMB is linked to your Ads account to enable location extensions (if applicable)
49. Check for campaigns with missing ad extensions
50. Remove any non-performing automated extensions
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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
1. Introduction:
2. Campaign Overview:
3. Input campaign date
4. KPI Review:
5. Review key metrics for changes
6. Keyword Review:
7. Identify any major pattern change
8. Budget Alignment:
9. Make sure all budget is used
10. Report/Action Items:
11. List action Items
Summary
This procedure defines the requirements for running a weekly PPC campaign review.
The Director of Marketing is responsible for the implementation and management of this procedure
Procedure
1. Introduction:
2. Input campaign data
3. Review key metrics
4. Check display network placements
5. Make sure budget is being utilized
6. Check & optimize bids
7. Analyze keyword performance
8. Review negative keyword
9. Report/Action Items:
10. Summarize findings
11. Create a report
12. Print or email report
Summary
This procedure defines the requirements for running a monthly PPC campaign review.
The Director of Marketing is responsible for the implementation and management of this procedure
Procedure
1. Introduction:
2. Input campaign data
3. Review key performance indicators
4. Make sure campaign settings are accurate
5. Check sitelinks
6. Review landing page
7. Analyze keywords
8. Check remarketing campaigns
9. Analyze campaign performance
10. Review quality score
11. Check & optimize budgets
12. Report/Action Items:
13. Summarize findings
14. Create a report (if needed)
15. Send report
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Summary
This procedure defines the requirements for analysis of competition before launching any keyword-focused paid ads.
The Director of Marketing is responsible for the implementation and management of this procedure
Procedure
1. Introduction:
2. Record your efforts
3. Check page-level authority
4. Review referring domains
5. Review domain authority and brand presence
6. Assess link profile
7. Evaluate on-page SEO
8. Identify easy target results
9. Inspect content quality
10. Create and print action items
Summary
This procedure defines the requirements for creating a new Facebook Ads campaign.
The Director of Marketing is responsible for the implementation and management of this procedure.
Procedure
1. Introduction:
2. Record setup
3. Facebook Setup:
4. Validate if there is a Facebook page
5. Create Facebook page
6. Check if a Business Manager account is created
7. Create Business Manager account
8. Make sure Facebook ad account is create
9. Setup ad account
10. Input payment method
11. Facebook Pixel & Configuration:
12. Make sure Facebook pixel is setup
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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
1. Introduction:
2. Attendance
3. Updates
4. Does anyone want to kick anything out?
5. Make sure everyone has scheduled their weekly call
6. Make sure all PRs are accounted for
7. Burndown chart
8. Staging review
9. Does anyone have any 5-8 pointers to discuss?
Summary
This procedure defines the requirements for refining and selecting the keywords that will help you maximize your SEO.
The Director of Marketing is responsible for the implementation and management of this procedure.
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Procedure
1. Introduction:
2. Brainstorming:
3. Gather initial keywords
4. Set up a spreadsheet template to store keywords
5. Research and filtering:
6. Search for related keywords
7. Filter by search volume and clicks
8. Filter by keyword difficulty
9. Gather highest ranking competitor keywords
10. Ask your customers why they use your product
11. Keyword optimization:
12. Gather five long tail keywords
13. Gather five LSI keywords
14. Determine keyword intent
15. Output:
16. Select the top five keywords for this project
Summary
This procedure defines the requirements for performing a Google Analytics audit.
The Director of Marketing is responsible for the implementation and management of this procedure.
Procedure
1. Introduction:
2. Preparation:
3. Collect some data about the Google Analytics profile
4. Property configuration:
5. Check referral exclusion settings
6. Check AdWords integration
7. View configuration:
8. Check basic View Settings are configured correctly
9. Make sure Views are organized logically
10. Check default URL is set up correctly
11. Check Goals are configured correctly
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12. Filters:
13. Make sure exclude filters are set up correctly
14. Tracking:
15. Troubleshoot basic tracking issues
16. Check tracking snippet formatting
17. Check for pages missing Google Analytics code
18. Check for different data in your shopping cart tool
19. Tag Manager:
20. Check Cross-Domain Tracking
21. Check Tag Manager is filtering out spam traffic
22. Check tag firing
23. Attribution:
24. Log attribution model
25. Finishing up:
26. Make sure Google Analytics email reports are set up
27. Forward completed audit report
Summary
This procedure defines the requirements for performing a technical SEO audit.
The Director of Marketing is responsible for the implementation and management of this procedure.
Procedure
1. Introduction:
2. Pre-audit:
3. Make some basic preparations
4. Traffic analysis:
5. Check search volume
6. Check keywords
7. Check competitor traffic
8. Search Engine Results Page (SERP) presence:
9. Check page ranking
10. Check for SERP features
11. Check for negative SERP listings
12. Technical factors:
13. Check robots.txt
14. Check the domain has HTTPS security encryption
15. Set up HTTPS security encryption
16. Check canonical legitimacy
17. Screaming Frog:
18. Crawl the entire website
19. Check link health
20. Verify internal links
21. Content:
22. Check landing page formatting
23. Check site navigation
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24. Authority:
25. Check Ahrefs Rank
26. Check backlinks
27. Compare against competitors
28. Social media:
29. Evaluate your brand’s social media presence
30. Final report:
31. Export the audit report
Summary
This procedure defines the requirements for reviewing, estimating, and assigning issues to the next sprint.
The General Manager is responsible for the implementation and management of this procedure.
Procedure
1. Introduction:
2. Click the "Complete sprint" button in JIRA
3. Review the "Issues for Next Sprint" JIRA search
4. Review the "Recently created unresolved bugs" JIRA search
5. Estimate all issues for new sprint in the Agile Poker tool
6. Divide sprint issues up
7. Move all unassigned issues into the next sprint
8. Start the new sprint
Summary
This procedure defines the requirements for reviewing the latest sprint and discussing what could be improved.
The General Manager is responsible for the implementation and management of this procedure.
Procedure
1. Introduction:
2. Select participants
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Summary
The General Manager is responsible for the implementation and management of this procedure.
Procedure
1. Introduction:
2. Preparation:
3. Record the sprint's details
4. Check that your user stories have been groomed
5. Ordering the Backlog:
6. Discuss important context
7. Create a new sprint
8. Affirm task priority
9. Assign tasks to a new sprint
10. Discuss the potential for future sprints (optional)
11. Assigning the Backlog:
12. Discuss the issues with your team
13. Assign each task to a developer
Summary
The General Manager is responsible for the implementation and management of this procedure.
Procedure
1. Introduction:
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2. Preparation:
3. Record the sprint's details
4. Check that your user stories have been groomed
5. Ordering the Backlog:
6. Discuss important context
7. Create a new sprint
8. Affirm task priority
9. Assign tasks to a new sprint
10. Discuss the potential for future sprints (optional)
11. Assigning the Backlog:
12. Discuss the issues with your team
13. Assign each task to a developer
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
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.
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Procedure
1. Information:
2. Enter invoice info
3. Enter client info
4. Enter your info
5. Invoice:
6. Generate the invoice
7. Receive money
8. Contact the client to pursue payment
9. Receive late payment
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
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
1. Introduction:
2. Record post links:
3. Record post link
4. Pre-Publish:
5. Run spell check
6. Proofread post
7. Write 5 headlines
8. Include sub-headings
9. Check your links
10. Standardize your lists (and bullets)
11. Check image size and ratio
12. Check your video embeds
13. Check all quotes
14. Check for any strange formatting
15. Have post approved
16. Check publish date
17. Update headline to best performing (post A/B test)
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
1. Introduction:
2. Set up blog
3. Prepare your Post
4. Share on Social Media
5. Email your Subscribers
6. Outreach:
7. Submit to Social Bookmarking Sites & Directories
8. Syndication:
9. Use JustReTweet
10. Post on Related Forums and Groups
11. Comment on related Blog Posts
12. Post on Q&A Sites
13. Scoop.it
14. Reverse Engineer your Competition
15. Pay for Promotion
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Summary
This procedure defines the requirements for onboarding new affiliate partners.
The Director of Marketing is responsible for the implementation and management of this procedure.
Procedure
1. Introduction:
2. Review:
3. Gather applicant's information
4. Review applicant's profile
5. Conduct an interview with the applicant
6. Approval:
7. Decide whether or not to approve the applicant
8. Let the new affiliate partner know they were successful
9. Let the applicant know they were unsuccessful
10. Add new affiliate to your affiliate management tool
11. Paperwork:
12. Come to agreement on partnership terms
13. Send off and received back a signed copy of the document
14. Guidelines and resources:
15. Give instructions on how to identify as an affiliate
16. Provide them with everything they need to perform their role
17. Communicate logo and image usage guidelines
18. Announcements:
19. Promote new affiliate partnership
28 PR. 21: Intro to FMEA Template: Failure Mode and Effects Analysis
Summary
The Quality Assurance Manager is responsible for the implementation and management of this procedure.
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Procedure
1. Introduction:
2. Record the stakeholders involved in the analysis
3. Define the scope of your investigation
4. Determine all the functions within the process
5. Identify all the possible failures for each function
6. Identify all the consequences for each failure mode
7. Determine the severity rating for each effect
8. Establish the root causes for each failure mode
9. Calculate the occurrence rating for each cause
10. Determine the existing process controls for each cause
11. Calculate the detection rating for each control
12. Calculate the Risk Priority Number (RPN) for each failure mode
13. Calculate the criticality for each failure mode
14. Identify corrective actions and responsibilities
15. Estimate projected RPNs and criticality for proposed solutions
16. Establish a tracking process to monitor solution performances
17. Upload your finished FMEA grid
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
1. Introduction:
2. Preparation:
3. Collect basic information
4. Identifying the process:
5. Note which process needs improving
6. Identify the elements of the process
7. Assessing the process:
8. Determine whether current process is most optimal
9. Assess the strengths and weaknesses of the process
10. Determine non-essential tasks
11. Determine which tasks can be automated
12. Updating the process:
13. Remove non-essential steps
14. Automate where possible
15. Testing the process:
16. Make sure the process still works
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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
1. Introduction:
2. Before the first day:
3. Record employee details
4. Request a letter of employment
5. Invite your new hire to a preliminary meeting
6. Collect their personal information
7. Prepare an employee agreement with them
8. Double sign all documents
9. Send all documents to HR
10. Set them up with their accounts
11. Create their bio for the company website
12. Take a professional photo
13. Remind them which day they officially start
14. First day:
15. Show them their workspace
16. Explain to them their training plan
17. Hold an informal team welcome meeting
18. Begin training them on your accounting software
19. Finish the day with a casual chat
20. First week:
21. Have your new hire shadow team members
22. Create mock scenario for accounting software
23. Question them on details of the auditing methodology
24. Let them pick their mentor
25. After the first week:
26. Ask them to mock audit a department's records
27. Ensure employee is working closely with their mentor
28. Assign them to a project with an experienced lead
29. The end of the first month:
30. Arrange a meeting to discuss their experience
Summary
This procedure defines the requirements for processing employee expense claims.
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The Accountant is responsible for the implementation and management of this procedure.
Procedure
1. Introduction:
2. Claimant:
3. Record details of the expense
4. Manager:
5. Approve or reject the expense claim
6. State reason for rejection
7. Accountant:
8. Notify the employee of expense approval
9. Notify the employee of expense rejection
10. Add to department expense account
11. Human Resources:
12. Send to HR manager to reimburse on next pay check
13. Remind HR to process the expense
Summary
This procedure defines the requirements for requesting and recording payments made to your company.
The Accountant is responsible for the implementation and management of this procedure.
Procedure
1. Introduction:
2. The buyer:
3. Record buyer details
4. Establish your credit practices:
5. Send the buyer a credit application
6. Run a credit check on the purchasing company
7. Send the buyer your terms of sale
8. Invoicing:
9. Check customer payment terms
10. Generate and send invoice in your accounting software
11. Tracking:
12. Record your activity digitally
13. Make a second physical copy
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Summary
This procedure defines the requirements for handling outgoing payments in an efficient and compliant manner.
The Accountant is responsible for the implementation and management of this procedure.
Procedure
1. Introduction:
2. Purchase order:
3. Enter purchase order details
4. Send to the vendor accounting department
5. Send to the receiving department
6. Send to the senior accountant in your department
7. File a copy for internal records
8. Receiving report:
9. Create a receiving report
10. Document validation:
11. Gather the receiving report, PO, and vendors invoice
12. Double check a three-way match
13. Report errors to relevant team member
14. Confirm all documents have been amended
15. Payment:
16. Enter the invoice into the accounts payable account
17. Check dates to avoid penalty charges
18. Schedule the payment
19. Stamp all documents
20. Create voucher for the documents
21. Store in paid voucher/invoice file
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
1. Introduction:
2. Gross profit:
3. Record your sources of revenue
4. Calculate total revenue
5. Record your costs of goods sold (COGS)
6. Calculate gross profit
7. Net income:
8. List all other operating expenses
9. Calculate profit before taxes
10. Calculate net income
11. Retained earnings:
12. Consult previous year's report for retained earnings (RE)
13. Take net income/loss and add to RE
Summary
This procedure defines the requirements for creating a quarterly cash flow report.
The Accountant is responsible for the implementation and management of this procedure.
Procedure
1. Introduction:
2. Preparation:
3. Gather financial documents
4. Calculate changes in the balance sheet
5. Analyze cash activities:
6. Determine the sources and uses of cash accounts
7. Create the worksheet:
8. Create the header and columns
9. Label the rows
10. Populate the worksheet:
11. Compute total cash receipts
12. Compute total cash disbursements
13. Calculate net cash flow
14. Verify and save the final cash flow statement
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Summary
This procedure defines the requirements for creating a snapshot of your company’s financial position.
The Accountant is responsible for the implementation and management of this procedure.
Procedure
1. Introduction:
2. Preparation:
3. Gather necessary information
4. Know the balance sheet's basic accounting equation
5. Building the statement:
6. Create the header of the balance sheet
7. Determine and classify assets
8. Calculate total assets
9. Determine and classify liabilities
10. Compute total liabilities
11. Determine stockholders' equity
12. Calculate stockholders' equity
13. Compute liabilities and stockholders' equity
14. Review the balance sheet
Summary
This procedure defines the requirements for double checking and gathering all the necessary information and materials to
file your business tax return.
The Accountant is responsible for the implementation and management of this procedure.
Procedure
1. Introduction:
2. First step:
3. Record tax advisor/accountant contact details
4. Analysis of current and past financial data:
5. Collect copies of federal and state tax returns
6. Consult copies of articles of incorporation
7. Calculate year end balance sheets
8. Review year-end bank statements
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Summary
This procedure defines the requirements for creating a comprehensive overview of all financial, operational, and strategic
activity of your business.
The Accountant is responsible for the implementation and management of this procedure.
Procedure
1. Introduction:
2. Gather financial statements:
3. Contact accounting department for financial statements
4. Determine any additional sections of the report
5. Verify financial data:
6. Check liabilities plus equity is equal to total assets
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39 Overview:
Improvements
This QMS is due to be reviewed by the executive management every 6 months. The Quality Assurance Manager is
responsible for organizing and chairing this meeting. All notes from each review committee meeting will be uploaded into
this section of the QMS.
The items to be improved for consideration in the next review committee meeting are as follows:
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