Categories
Professional Services
Discover easy-to-use Professional Services templates and training courses for process management, HR practices, and more. Use them to gain practical knowledge, streamline your work, and stay on top of industry best practices. Customize these resources to fit your needs and excel in the Professional Services industry with confidence.
- Template
Self-Assessment Employee Evaluation Form
This self-assessment employee evaluation form can be used by employees to reflect and evaluate their performance over-time. Digital signatures were provided to validate discussion with the supervisor.
by SafetyCultureGetDownloads: 400+ - Course
How to Develop Strong Working Relationships (Screen Reader Accessible Course)
Understand how high-performance individuals should build and enhance relationships with this course. This course is compatible with screen readers to ensure that individuals with visual impairments can access, navigate, and engage with the course content seamlessly.
by SafetyCultureGetDownloads: 400+ - Template
DSE Workstation Self-Assessment Checklist
This display screen equipment (DSE) workstation checklist can be used by employees to conduct self-assessments and be in compliance with the DSE Regulations 1992. This checklist sample is based on the University of Cambridge's DSE User Self-Assessment Checklist.
by SafetyCultureGetDownloads: 400+ - Course
The Power of Discovery
One of the most vital steps in the sales process is discovery calls. In this course, you will learn about how you can prepare before the call, techniques you can apply to ensure success, and responses when you encounter objections from prospects, plus a few tips.
by SafetyCultureGetDownloads: 400+ - Template
Event Incident Report Form
Event planners can use this form to report incidents that occurred during an event.
by SafetyCultureGetDownloads: 400+ - Template
Product Launch Checklist
This product launch checklist is used to check and document the completeness of the processes, steps, and assets prior to its launch date.
by SafetyCultureGetDownloads: 400+ - Template
Employee Performance Review Template
This template provides a structured framework for conducting employee performance evaluations. It includes sections for setting goals, assessing performance, and providing constructive feedback, helping organizations foster employee development and improve overall productivity.
by SafetyCultureGetDownloads: 400+ 
TemplateESP ABM Engineer's Report Sheet
ABM engineer's report sheet template. For use when completing tasks that require a signed sheet from the client.
by Westway SME, from the CommunityGetDownloads: 400+- Template
Information Security Management Review
A template for recording what was discussed at an ISO27001 Management Review
by The British Assessment Bureau, from the CommunityGetDownloads: 400+ - Template
Environmental Audit ISO 14001
The Environmental Audit – ISO 14001 provides a structured checklist aligned with ISO 14001 requirements. It assesses key EMS components including site cleanliness, waste management, pollution controls, drains, and housekeeping. Designed for auditors and EHS teams, this template facilitates comprehensive compliance assessments and sustainability performance tracking.
by Thomas Hardie Commercials, from the CommunityGetDownloads: 400+ - Template
Daily Pre-Use Inspection
Inspections are necessary to protect the forklift operator because malfunctions in the equipment can potentially cause a serious or fatal injury. Before using the forklift each day, the operator must conduct and document a pre-use inspection. Pre-use inspection checklists include a visual check and an operational check.
by SafetyCultureGetDownloads: 300+ - Template
Modèle d'étude de marché
Ce modèle d'étude de marché permet aux enquêteurs de terrain de recueillir des données auprès du marché cible afin d'aider les organisations à mieux comprendre les préférences d'achat des consommateurs et à prendre des décisions commerciales judicieuses. Les professionnels des études de marché peuvent facilement collecter des données à l'aide de ce modèle à partir d'appareils mobiles et envoyer les résultats de l'enquête sur le terrain. En sélectionnant les groupes d'âge prévus (16 ans et plus), le reste de l'enquête s'affichera dans SafetyCulture.
by SafetyCultureGetDownloads: 300+ - Template
Customer Satisfaction Product Survey Template
Know your product ratings through SafetyCulture to determine how customers see the product quality, value and usage experience. Identify areas for improvement by using customer feedbacks during business planning and for market research purposes. Set the scoring to determine failed responses and outstanding items which need to be prioritized.
by SafetyCultureGetDownloads: 300+ - Course
Legal Powers and Limitations (Security)
The differences between the arrest authority and legal powers of security officers and law enforcement officers may seem like a grey area. This course will draw a line between the legal powers and limitations between police and peace officers vis-à-vis security officers, elaborate on your right to citizen's arrest, and detail the custody procedures upon your issuance of citizen's arrest. Source: "8-hour Pre-Assignment Training Course for Security Guards" by New York State Division of Criminal Justice Services (NYS DCJS)
by SafetyCultureGetDownloads: 300+ - Template
Project Charter Template
Project managers can use this project charter template to outline the details of a project prior to its execution.
by SafetyCultureGetDownloads: 300+ - Course
Duty of Care
This course focuses on the responsibilities of workers, managers, and supervisors in fulfilling their duty of care responsibilities in the workplace.
by SafetyCultureGetDownloads: 300+ - Template
Modèle d'inventaire
Cet audit d'inventaire général peut être utilisé pour créer une liste de base de vos stocks. Ajoutez des éléments en utilisant les champs dynamiques d'SafetyCulture qui vous autorisent à poser des questions récurrentes. Enregistrez les étiquettes ou les numéros de produits. Prenez des photos des produits. Indiquez la quantité et la valeur nette. Terminez l'audit en confirmant le nombre total d'éléments d'inventaire et leur valeur. Apposez une signature numérique pour valider votre audit. Sauvegardez vos rapports via le stockage dans le Cloud d'SafetyCulture (photos et mémoire illimitées via un abonnement Premium) et générez des rapports à tout moment en appuyant sur un bouton.
by SafetyCultureGetDownloads: 300+ - Template
Formulario de evaluación del rendimiento
Este formulario de valoración del rendimiento del personal se puede utilizar para valorar el desempeño general de un empleado y ayuda a identificar áreas de elogio, así como áreas que requieren correcciones. Este formulario de valoración del rendimiento del personal está vinculado con un registro de resultados para calificar la asistencia, los conocimiento del trabajo, las habilidades, la calidad del trabajo, la productividad, el trabajo en equipo, los objetivos del equipo y el comportamiento. Puede calificar el rendimiento general de sus empleados según la puntuación porcentual total. Esta plantilla es 100% personalizable y puede modificarla de acuerdo con las calificaciones estándar de su empresa.
by SafetyCultureGetDownloads: 300+ - Template
5 Whys Form Template
A 5 whys form template is used by business teams to drill down to the root cause of a problem using the 5 Whys technique. This template has been designed to make it easier for teams to ask and answer the question, "Why did this problem occur?" 5 times to discover the root cause. Take or attach relevant photos with the use of this template and complete this digitized 5 whys form with electronic signatures.
by SafetyCultureGetDownloads: 300+ - Course
USA Harassment Prevention (Employees)
Including NY and NYC. 45 minute Essentials course for employees, this training meets the legal requirements for the majority of states in the USA including New York (State and City), Delaware, Illinois, Maine, Massachusetts, Washington and Rhode Island. We've partnered with American law firm, Polsinelli, to create a course that helps employees know what behavior is expected from them to create a harassment-free workplace and a workplace of respect. It includes 10 bite-sized lessons that your team can complete from any device. All while complying with the legal requirements regarding sexual harassment in the workplace. Disclaimer: This material is not intended for use as legal guidance. Please consult with a lawyer to evaluate your specific situation. Learn more about our Harassment Prevention course on our frequently asked questions (FAQ) page: https://support.edapp.com/us-harassment-prevention
by PolsinelliGet10 LessonsDownloads: 300+ - Template
Employee Daily Attendance Sheet
This digital employee daily attendance sheet is intended for small and medium-sized businesses. This tool can help employees to easily log their work hours with their own mobile device. It also helps HR professionals and managers to effectively monitor participation, compliance, and productivity of employees.
by SafetyCultureGetDownloads: 300+ - Template
PESTLE Analysis Template
This free PESTLE analysis template allows business analysts and decision makers to effectively account for macro-environmental factors that can impact the organization and its operations toward achieving objectives. Using this template, be able to allot different sections to document all PESTLE factors (Political, Economic, Social, Technological, Legal, and Environmental) that are relevant to your organization, set a unique scoring system to properly rate each factor for prioritization, and export a report for future reference you can use in succeeding PESTLE analysis sessions.
by SafetyCultureGetDownloads: 300+