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.
Templateby SafetyCultureTeam Evaluation Form
This team evaluation form is a tool used by teams in evaluating the performance of their teammates.
GetDownloads: 27- Templateby SafetyCulture
Remote Worker Safety Checklist
Keep remote workers safe with a dedicated remote worker safety checklist. This can be used by employers or managers to stay updated on their remote workers' working conditions. Additionally, this can also be used by remote workers themselves to report safety concerns.
GetDownloads: 27 - Templateby SafetyCulture
Environmental data collection checklist version 3
This checklist supports organizations in gathering and documenting environmental data. It outlines key parameters to monitor, ensuring compliance with regulations and facilitating effective environmental management practices.
GetDownloads: 26 - Templateby SafetyCulture
Disaster Preparedness Checklist for Flood
Use this disaster preparedness checklist for flood to assemble a flood preparedness kit and perform other actions to prepare for a flood. When a flood occurs, remember to do the following: 1) Turn off all utilities at the main switch and close the main gas valve before evacuation, 2) Use the stairs and not the elevators to go to a higher level if evacuation is not possible, and 3) Avoid passing through floodwaters whether while driving or walking during an evacuation.
GetDownloads: 25 - Templateby SafetyCulture
6 Thinking Hats Template
This free 6 thinking hats template (individual sections) lets you "wear" the thinking hats based on what you only need during a specific meeting or session. This is best used when you identify opportunities that you haven't tapped during the initial session conducted, letting you further probe ideas or problems in-depth by focusing on just one or more thinking hats. Simply choose the color of hat/s you'll be wearing during the meeting, and answer the guide questions.
GetDownloads: 25 - Templateby SafetyCulture
Weighted Decision Matrix Template
Project teams can use this decision matrix template to assess their options against quantifiable benchmarks. This template is highly customizable for various applications, including project proposals, business strategies, product selections, and similar processes. Streamline your decision-making process using this template.
GetDownloads: 24 - Templateby SafetyCulture
Survey Questions To Ask About Diversity, Equity, and Inclusion
Use this questionnaire for a quick employee feedback for diversity, equity, and inclusion in the workplace.
GetDownloads: 23 - Templateby SafetyCulture
Volunteer Sign up Sheet Template
Use this Volunteer Sign in Sheet Template to track volunteer attendance. This can help record information such as activity or job, and volunteer's name and contact information. Use SafetyCulture to generate offline reports and track volunteer attendance.
GetDownloads: 22 - Templateby SafetyCulture
Patrol Evaluation Checklist
A patrol evaluation checklist is used by unit leaders to evaluate the performance of a patrol officer. It helps to assess if the critical patrolling steps, techniques, and procedures were followed and applied at the workplace.
GetDownloads: 21 - Templateby SafetyCulture
Business Resumption Plan Template Checklist for Retail Stores
This business resumption plan for retail stores can help retail chain operators put measures in place to ensure the safe reopening of their stores. Use this customizable template to help managers inspect store facilities, take photo evidences of completed actions, and assign tasks to store personnel.
GetDownloads: 20 - Templateby SafetyCulture
Vorlagen für Arbeitsaufträge
Eine Arbeitsauftragsvorlage wird verwendet, um Arbeitsanfragen zu dokumentieren und an zuständige Techniker weiterzuleiten, damit diese die erforderlichen Arbeiten vor Ort ausführen können. Die Vorlage dient dazu, alle relevanten Informationen wie die Art der benötigten Arbeit, die erforderlichen Ressourcen sowie die geschätzten Kosten für die Durchführung eines Projekts oder einer Anfrage zu erfassen. Für eine effektive Nutzung der Vorlage sollte der Arbeitsauftrag oder die Anfrage klar beschrieben werden. Zudem sollten wichtige Angaben wie Name, Adresse und Kontaktdaten des Kunden enthalten sein. Es ist notwendig, die anstehenden Aufgaben sowie den Materialbedarf und die Kosten genau darzustellen. Vor dem Versand des Auftrags sollten die Aufgaben den Außendiensttechnikern zugewiesen werden. Abschließend muss der Arbeitsauftrag validiert werden, indem vor Beginn der Arbeiten die elektronische Unterschrift des Kunden eingeholt wird.
GetDownloads: 20 - Templateby SafetyCulture
Equipment Inspection Form For Entrepreneurs
Use this equipment inspection form to provide a safe work environment for employees. Make sure that equipment is operable by looking at equipment maintenance records. Identify safety risks such as leaks, exhaust, and hazardous substances. Inspect electrical plugs, sockets, and switches. Check if there is adequate ventilation and space for employees. Ask for employee feedback by sending the equipment inspection forms with the SafetyCulture app.
GetDownloads: 18 - Templateby SafetyCulture
New York Reopening - NY Forward Safety Plan Template
New York-based businesses or entities can use this Safety Plan template, based from New York Forward, to outline how their workplaces will implement measures to prevent the spread of COVID-19. Use this template to plan for safe reopening, document evidence of compliance through photos and notes, and enable digital sign-offs for approval. As per the New York City government, this plan does not need to be submitted to a state agency for approval but must be retained on the premises of the business and must made available to the New York State Department of Health (DOH) or local health or safety authorities in the event of an inspection.
GetDownloads: 17 - Templateby SafetyCulture
EPA Report
This EPA report is used by inspectors to assess if the organization is violating the environmental laws. This would help in gathering information to validate environmental risks and plan the appropriate corrective actions for immediate rectification.
GetDownloads: 17 - Templateby SafetyCulture
General NPS Survey Template
Use this NPS survey template to let customers rate a product or service. Its slider fields are set on a 0-10 scaling system, with 0 being the lowest and 10 being the highest satisfaction score. It also collects customer feedback and demographic information for market research, product improvement, and similar purposes.
GetDownloads: 17 - Templateby SafetyCulture
Formulaire de coaching des employés
Ce formulaire d'accompagnement individuel d'un employé vous permet d'effectuer un accompagnement avec vos subordonnés directs, de documenter les zones de préoccupation ou les observations et de noter les actions convenues. Vous pouvez sélectionner la ou les préoccupations possibles dans la liste déroulante et fournir des notes pour la description. Terminez le coaching avec la signature de l'employé et du responsable ou du manager. Utilisez SafetyCulture pour transmettre des modèles de coaching à d'autres responsables et limiter l'accès et les autorisations de modification si nécessaire.
GetDownloads: 16 - Templateby SafetyCulture
Social Media Policies and Procedures Template
This policies and procedures template for social media is helpful for companies that allow their employees to mention the company name or refer to the company in their social media and online posts.
GetDownloads: 14 - Templateby SafetyCulture
Liste de contrôle pour l'intégration des nouveaux employés
Cette liste de contrôle d'intégration des nouveaux employés permet de rassembler les documents d'intégration des nouveaux employés. Vérifiez si tous les processus d'intégration ont été effectués (préparation du poste de travail de l'employé et des outils d'accès, orientation sur les politiques de la société, assiduité, conduite de l'employé, attentes du poste, mesures de sécurité et remise du manuel de l'employé). Le responsable RH et le nouvel employé doivent tous deux signer le formulaire de nouvelle embauche.
GetDownloads: 13 - Templateby SafetyCulture
Onboarding Neuer Mitarbeiter Checkliste
Verwenden Sie diese Checkliste für die Einarbeitung neuer Mitarbeiter, um die Einarbeitungsunterlagen des neuen Mitarbeiters zu sammeln. Prüfen Sie, ob alle Einarbeitungsprozesse durchgeführt wurden (Bereitstellung des Arbeitsplatzes und der Zugangstools, Einweisung in die Unternehmensrichtlinien, Anwesenheit, Verhalten des Mitarbeiters, Arbeitsanforderungen, Sicherheitsmaßnahmen und Aushändigung des Mitarbeiterhandbuchs). Sowohl der Personalleiter als auch der neue Mitarbeiter müssen das Neueinstellungsformular unterschreiben.
GetDownloads: 13 - Templateby SafetyCulture
UST Release Detection Equipment Checklist
Use this underground storage tank checklist to ensure that release detection equipment are in good working order. Inspection reports are automatically stored in cloud storage for easy retrieval and to help stay compliant with the 3-year recordkeeping requirement of the EPA.
GetDownloads: 12 - Templateby SafetyCulture
Vorlage für eine Fallstudie
Eine Erfahrungsberichtsvorlage wird verwendet, um die Beobachtung und Analyse eines bestimmten Projekts zu dokumentieren.
GetDownloads: 11 - Templateby SafetyCulture
Planning Application Form
Use this form to keep track of applications and required documents
GetDownloads: 11 - Templateby SafetyCulture
Business Case Analysis Template
Use this template to discuss the executive summary, business case analysis team, problem definition, project overview, cost-benefit analysis, alternatives analysis, impact analysis, and approvals, where mandatory items have been enabled such as the approver name and digital signature.
GetDownloads: 10 - Templateby SafetyCulture
Request for Proposal Template
This simple request for proposal template can be used as a general guide for RFP building in all industries. It features important details like the project's background, scope and overview, possible roadblocks, and project budget. It also specifically includes basic information such as the proposal due date, company name, and submission guidelines.
GetDownloads: 10