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
Automotive Preventative Maintenance Checklist
This automotive preventative maintenance checklist can be used when performing routine maintenance on a vehicle.
by SafetyCultureDownloads: 400+Get - Template
Exemple de guide d'entretien qualitatif
Utilisez cette liste de contrôle orientée produit lors de discussions de groupe ou d'entretiens. Dressez la liste des participants. Décrivez la composition du groupe et assurez-vous que (1) l'objectif du groupe de discussion a été défini, (2) que toutes les informations resteront confidentielles et (3) que les répondants se présentent les uns aux autres avant l'activité principale. Lors de l'activité principale, utilisez des questions clés qui permettront de recueillir les réponses spontanées et naturelles des participants. SafetyCulture vous permet de modifier les questions pour qu'elles soient spécifiques au sujet de votre groupe de discussion.
by SafetyCultureDownloads: 400+Get 
TemplateBuilding Inspection Report
Use this checklist when conducting multiple building and premises safety compliance audits.
by SafetyCultureDownloads: 400+Get- Template
Force Field Analysis Template
Companies can use this template to conduct a force field analysis before they implement changes in business processes. This template also allows you to list the driving forces and restraining forces that you and your teammates have identified. It also lets you incorporate a corresponding score to each identified force and use the result in deciding whether or not a change should be implemented, and add other notes or recommendations before completing the analysis with a signature.
by SafetyCultureDownloads: 400+Get - Template
FHA Appraisal Checklist - Health & Safety
Use this comprehensive FHA Appraisal Checklist to assess the livability of the property. Begin the inspection by taking pictures of the front, sides, and back of the house. Then proceed and check the possible hazards, soil contamination, drainage, water supply, insects, road access, soundness of the structure, roof, mechanical systems, lead-based paint, and other issues. Check also the standards for condominiums. Complete the inspection with the overall comment and assessment of the property's health and safety. With SafetyCulture, you can associate photos and notes per line item.
by SafetyCultureDownloads: 400+Get - Template
Needs Assessment Template (Business/Department)
This needs assessment template consists of questions designed to gather information about business/department needs. Organization leaders or managers can use this template to determine performance and learning needs, and gather feedback from the team to determine rooms for improvement.
by SafetyCultureDownloads: 400+Get - Template
Calibration Form
A calibration form will help technical services teams to evaluate a measuring equipment if it complies with calibration standards.
by SafetyCultureDownloads: 400+Get - 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 SafetyCultureGet3 LessonsDownloads: 400+ - Template
Employee Training Acknowledgment Form Template
Download our professional training acknowledgment form template. Track employee training completion, gather signatures, and maintain compliance records efficiently.
by Herb Franz, from the CommunityDownloads: 400+Get - Template
ESP 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 CommunityDownloads: 400+Get - Template
Information Security Management Review
A template for recording what was discussed at an ISO27001 Management Review
by The British Assessment Bureau, from the CommunityDownloads: 400+Get - Template
DRS Damages: Manager and Technician Statement
This template supports documenting technician-related damage incidents and the manager’s review. Capture customer account details, office, dates, and preparer. Technicians record a full narrative from initial call to job completion, including work performed, conversations, observations, and home condition. Managers assess validity of the damage, note procedure compliance, define the root cause, and recommend a course of action aligned to what the customer seeks to resolve the claim.
by Todd Sloan, from the CommunityDownloads: 400+Get - 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 CommunityDownloads: 400+Get - 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 SafetyCultureDownloads: 300+Get - 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 SafetyCultureDownloads: 300+Get - 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 SafetyCultureDownloads: 300+Get - Course
Guided Onboarding Training - SafetyCulture
This course is to be completed alongside your SafetyCulture point of contact as a key tool during your Guided Onboarding experience. If you want more information regarding your course, please contact your Account Manager or our Support team Latest Update: Aug. '23
by SafetyCultureGet13 LessonsDownloads: 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 SafetyCultureGet3 LessonsDownloads: 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 SafetyCultureDownloads: 300+Get - Template
Daily Log
Use this template to enter the general information such as company name, registered address, department, employee name, and role. Then, write the description of an activity that occurred in the workplace and indicate if the type of event is new, ongoing, related, or others. Next, take and/or attach photos relevant to the log entry and make annotations wherever necessary to ensure clarity and add other observations or comments as well. Finally, validate the completion of the log with a digital signature that automatically includes date and time stamps.
by SafetyCultureDownloads: 300+Get - 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 SafetyCultureGet3 LessonsDownloads: 300+