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Professional Services
Explore a wide range of customizable Professional Services templates and resources tailored for process management, HR practices, and more. Find solutions to optimize your Professional Services practices and meet industry standards.
Templateby SafetyCultureESG Due Diligence
This ESG Due Diligence checklist is used for evaluating the impact and sustainability of business operations. This checklist covers key areas such as environmental policies, social responsibility initiatives, governance structures, and risk management strategies.
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Six Thinking Hats Template
This free six thinking hats template can help individuals, teams, and organizations arrive at better decisions by effectively using the six thinking hats technique in their brainstorming, decision-making, and planning sessions. Through the help of this downloadable template, maximize the benefits of the six thinking hats technique toward conflict-free, holistic discussions.
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Event Sign in Sheet Template
Use this Event Sign in Sheet Template to record attendance for your events. This can help track the number of people attending your event. Use SafetyCulture to generate offline reports and track event attendance.
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Property Inspection Report Form
Use this form to record the condition of the property after inspections
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Environmental Aspects and Impacts Register Template
Download and use this free environmental aspects and impacts register template to capture and assess the various environmental aspects and impacts associated with your organization's operations. Identify key environmental risks, prioritize mitigation actions, ensure compliance with regulations, and benchmark significance scores accordingly.
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Voice of the Customer Template
Download and use this free Voice of the Customer template to collect, record, and analyze customer feedback regarding your products and/or services. Product teams, customer-facing professionals, and other Customer Experience (CX) stakeholders can maximize this straightforward template to streamline the process of customer feedback collection.
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HQS Inspection Form
Use this inspection form to streamline the HQS process from the living room, kitchen, bathroom, other room used for living and halls, all secondary rooms, heating and plumbing, and general health and safety For each standard, select any of the three decisions: "pass", "fail", or inconclusive. If an HQS standard is a fail, specify what repairs are necessary and indicate the date for final approval. If it's a pass, give additional comments, and if it's inconclusive, provide details and indicate the date for final approval as well.
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Request for Quote Template
This RFQ template is ideal for project-based quotations. Procurement officers and purchasing managers can do the following with the request for quote template: 1) Record the details of the requesting company, including name, address, phone, email, and name of contact person, 2) Provide more information on the project, such as who the project lead is, their contact details, project objectives, goals, and background, and 3) Require the vendor to submit their best price for the product or service.
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Market Research Survey - Product Feedback
This market research survey template can be used by manufacturing businesses to gauge the reception of the target market to new or rebranded products sold at multiple outlets. This 7-item marketing survey template use scoring on its response sets to measure the overall customer satisfaction and gather feedback on the product.
43 downloadsGet - Templateby SafetyCulture
Before Car Service Checklist
Use this car service checklist to: - Prepare for car service - Check your toolbox - Assess your safety
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Diversity and Inclusion Employee Survey
Routinely collect employee insights on workplace diversity and inclusion with this survey
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Real Estate Buyer Agent Checklist
Also called a buyer agent contract-to-close checklist, this real estate checklist is used by buyer's agents or selling agents at the last stages of acquiring a property. At this stage in acquiring a property, terms have been agreed upon by all concerned parties and the buyer's agent, along with the seller's agent, is finalizing the deal.
37 downloadsGet - Templateby SafetyCulture
Environmental Fall Assessment
An accidental fall may not only be caused by a patient's medical condition but also by an environmental hazard. This Environmental Fall Assessment tool can be used to evaluate the facilities, equipment, and safety of an aged care center or hospital. Use SafetyCulture and perform Environmental Fall Assessment using mobile devices to thoroughly inspect and maintain cleanliness and orderliness to keep your patients' safe from environmental fall hazards.
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Blank Policy and Procedure Template
This blank policy and procedure template is best for those who want to immediately print the template as a PDF, though it's still recommended to use it in SafetyCulture. With this template, you can do the following: (1) Describe the purpose of the policy and its scope in detail, (2) Draft the initial policy statement and its procedure, (3) List everyone's responsibilities with regards to this policy, and (4) Put your name and contact details in the help section.
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Real Estate Seller Checklist
Seller's agents or listing agents can use this real estate seller checklist to help the seller finalize all responsibilities in selling the property. In coordination with the buyer's agents or selling agents, the seller's agent will remit the option check to the seller, schedule the closing time with the title company, and attend the closing.
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Disaster Preparedness Checklist for Earthquake
The Disaster Preparedness Checklist for Earthquake by SafetyCulture helps individuals and organizations prepare for earthquakes. It includes steps for immediate safety actions during an earthquake, preparation tips like securing heavy objects and creating evacuation plans, and assembling an earthquake preparedness kit with essentials like water, non-perishable food, and signaling devices.
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Disaster Preparedness Checklist for Typhoon
Use this disaster preparedness checklist for typhoon to become familiar with what to do when a typhoon, hurricane, or cyclone hits. Prepare for such an event by doing the following: 1) Be familiar with alert levels in your area (e.g., hurricane watch vs hurricane warning), 2) Install a generator for power outages, 3) Cover all windows with storm shutters, 4) Bring in anything that can be picked up by the wind, and 5) Be aware that while it's generally recommended to go to lower ground when a typhoon occurs, going to a higher ground may also be necessary if there is flooding.
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Sign up Sheet Template
Use this Sign up Sheet Template to record attendance and registrations. This can help track attendance to your event. Use SafetyCulture to generate offline reports and track attendance.
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Property Information Form
Use this form to collect client's information
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COVID Risk Assessment Tool - Workplace Infection Control
Use this COVID-Risk Assessment Tool (based on the CDC's Non-Healthcare Workplace Infection Control Assessment and Response (WICAR) tool) to do the following: -Collect relevant information on the facility such as number of workers, shifts, and breaks -Take into consideration infection control measures being implemented in employer-sponsored transportation and housing -Check if plans have been developed in case of higher absenteeism due to COVID-19 -Ensure that leave policies are flexible, non-punitive, and encourage sick employees and close contacts to stay home -Review employee and visitor health screening procedures -Evaluate engineering and administrative controls
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COVID Risk Assessment Tool - Workplace Exposure
Use this COVID Risk Assessment Tool (based on the CDC's Sample Non-Healthcare Worker Interview Questions related to COVID-19 Exposure) to do the following: 1. Gather the occupational information of the employee confirmed to have COVID-19 including modes of transportation, work schedules, and specific work areas 2. Determine whether COVID-19 was transmitted through workplace exposure or community exposure and identify points of close contact 3. Evaluate the completeness of personal protective equipment (PPE) used during work 4. Discuss the presence of high-risk individuals (with regards to age and/or medical conditions) in the employee's household and the steps the employee can take to minimize their risk of exposure such as social distancing within the home or isolation at another facility
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Covid Temperature Check Template
Use this covid temperature check template to record employee temperatures easily. With predefined temperature ranges to help determine if an employee has a fever, this easy-to-use template made for businesses ensures that temperature checking is as fast, efficient, and reliable as possible. Using this template, businesses can: -Record an unlimited number of employee temperature checks using just one template -Receive a warning when employee temperature is bordering on a slight fever -Note when and where the covid temperature check took place to monitor individual site compliance
31 downloadsGet - Templateby SafetyCulture
Noise Hazard Identification Checklist
Download and use this free noise hazard identification checklist to help you assess the workplace and identify noise hazards that may pose harm to your workers. Using this checklist template, document findings for further hazard assessment and management toward workplace safety.
31 downloadsGet - Templateby SafetyCulture
Project Process Documentation Template
The project process documentation template is ideal for professionals in project-based businesses. Processes within the 5 process groups in project management (initiating, planning, execution, monitoring, and closing) can be accurately documented using this template. It enables you to identify, record, and describe the following: a) Process Owner, b) Process Boundaries, c) Process Inputs and Outputs, d) Process Activities and Tasks, and e) Process Steps.
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