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
Peer Employee Evaluation Form
Use this peer employee evaluation form to record feedback from coworker. Evaluate coworker's skills, quality of work and collaboration with the team. Assess if your coworker possesses a positive impact towards your environment and takes responsibility for his/her mistakes. Provide observations and recommendations to help assist with HR decisions.
by SafetyCultureGetDownloads: 200 
TemplateAchenbach Child Behavior Checklist for Ages 6 -18
Use this Achenbach child behavior checklist to assess child behavior of ages 6-18. Observe behavioral patterns in their everyday activities including social interaction with peers and behavior toward academics and adults. This checklist is derived from the Achenbach System of Empirically Based Assessment (ASEBA) and is converted using the SafetyCulture app.
by SafetyCultureGetDownloads: 200- Template
Conference Room Equipment Checklist
Meeting organizers and persons in charge can use this conference room equipment checklist to ensure that all facilities, tools, and materials are available and functional for the purpose of a scheduled meeting. Check if equipment such as a SMART board, Polycom speakers/microphones, and digital projectors are available and working. Confirm that the electrical power in the room is sufficient, if contingency plans are in place in case of equipment malfunction, if any additional costs will be incurred.
by SafetyCultureGetDownloads: 200 - Template
Employee Engagement Survey
One good indicator of an effective management system is a high employee satisfaction rating. Use this survey questionnaire to record employees' personal evaluation towards their job, their work environment and the support that they get from the management. Share this template across the entire company and track the results via online dashboards.
by SafetyCultureGetDownloads: 200 - Course
How Business Leaders Can Support Employees During a Global Crisis
How can you foster resiliency and create a safe workplace for your organization in the midst of a global crisis? Let's discuss what you can do as a business leader, how you can train your managers, and the basics of effective communication.
by SafetyCultureGetDownloads: 200 - Template
Visitor Sign in Sheet Template
Use this Visitor Sign in Sheet to track visitors' sign in. Record information such as the reason for visiting, contact person, and their signature. Use SafetyCulture to generate offline reports and track visitors' attendance.
by SafetyCultureGetDownloads: 200 - Template
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.
by SafetyCultureGetDownloads: 200 - Template
Top-Down Employee Evaluation
Supervisors can use this top-down evaluation form to evaluate their subordinates. Use this template to help assess employee's behavior, productivity, strengths and areas for development. Affix digital signatures to verify the 1:1 discussion.
by SafetyCultureGetDownloads: 200 - Template
Environmental Incident Report Template
Download this free environmental incident report template to record and address workplace incidents that have a potential or actual impact on the environment. Using this template, ensure thorough documentation by describing the incident, its cause, and recommended corrective actions.
by SafetyCultureGetDownloads: 200 - Template
HR Employee Record
An HR employee checklist is used to add a newly hired employee to the organization.
by SafetyCultureGetDownloads: 200 - Template
Basic Asset Management Template
This basic asset management template is designed to help asset managers track the important details of vital company assets and indicate the schedule of maintenance tasks for each asset. Upon completion, the template can be signed off by the asset owner, manager, and custodian to verify that the details provided are accurate and up-to-date.
by SafetyCultureGetDownloads: 200 - Course
Valuation
Measuring a company's worth is an essential requirement for making intelligent business decisions. This course lays out key insights about the valuation process, the different stages of funding as well as the three most common valuation methods for pre-revenue startups.
by SafetyCultureGetDownloads: 200 - Template
Formulaire d'évaluation des performances de l'employé
Ce formulaire d'évaluation des performances du personnel peut être utilisé pour évaluer les performances globales d'un employé et il permet d'identifier les domaines à féliciter ainsi que les domaines qui nécessitent une remise à niveau. Ce formulaire d'évaluation des performances du personnel est lié à une carte de pointage pour noter l'assiduité, les connaissances professionnelles, les compétences, la qualité du travail, la productivité, le travail d'équipe, les objectifs de l'équipe et le comportement. Vous pouvez évaluer la performance globale de vos employés en fonction du score total en pourcentage. Ce modèle est 100% personnalisable et vous pouvez le modifier en fonction des notations standard de votre entreprise.
by SafetyCultureGetDownloads: 200 - Template
Employee Coaching Feedback Template
Employees can use this Coaching Feedback Template to rate the overall coaching experience using the sliders (viewable upon download of the template). Direct reports can provide comments and fill out the optional name and signature field at the end before completing the form.
by SafetyCultureGetDownloads: 200 - Course
Induction Systems for Gig Economy
To facilitate your transition into the gig economy, this course on induction systems will help you understand the rights and responsibilities covered under the gig economy workforce and the health and safety training that must be provided. (Last updated: January 2025)
by SafetyCultureGetDownloads: 200 - Template
Contract Review Checklist
Use this contract review checklist template to conduct thorough checks and analyses on the contracts you draw up, assess, and sign. You can also export the template into a contract review checklist PDF so that you have a separate copy on file, or use it directly in SafetyCulture to maximize the mobile app's features and functionality.
by SafetyCultureGetDownloads: 200 - Template
Plantilla de evaluación de necesidades
Utilice esta plantilla de evaluación de necesidades durante el proceso de planificación del proyecto para ayudar al equipo a comprender mejor los factores económicos, sociales y ambientales que pueden afectar el resultado del proyecto. Esta plantilla se enfoca específicamente en proyectos de organizaciones sin fines de lucro, pero aún se puede personalizar según las necesidades de la organización.
by SafetyCultureGetDownloads: 200 - Course
Grievance Policy
This course will provide you pieces of information about what a grievance policy is, what its purposes are, the steps employees can take to properly raise their grievances, and what the qualities of a good workplace grievance process are.
by SafetyCultureGetDownloads: 200 - Course
California Harassment Prevention (Supervisors)
2hr Advanced course for supervisors, this training meets the specific legal requirements for sexual harassment training in California. We've partnered with American law firm, Polsinelli, to create a course that helps supervisors know what behavior is expected from them to create a harassment-free workplace and a workplace of respect. It includes over 15 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 PolsinelliGet17 LessonsDownloads: 200 - Template
Root Cause Analysis (RCA)
The Root Cause Analysis (RCA) checklist is designed to help organizations identify and address the underlying causes of problems or incidents. It provides a structured approach to analyze failures, implement corrective actions, and prevent recurrence.
by SafetyCultureGetDownloads: 200 - Template
Project Execution Plan Template
This project execution plan template helps project managers and teams draft strategies for implementing their projects. Start by supplying basic project details and delve into the specifics of the execution phase, including its scope, specifications, and steps for carrying out activities. After outlining the details, note any changes or recommendations within the project duration and electronically sign off the document as proof of completion.
by SafetyCultureGetDownloads: 200 - Template
Quarterly Coaching Template
Use this for your Quarterly Coaching Template with direct reports and document key results achieved and/or missed during the quarter. Record what the employee considers as best traits and contributions to the company. Note expectations for the next quarter to set goals and provide feedback on what may be needed from the management. You can use SafetyCulture on your mobile device, iPad, or tablet to conveniently conduct your coaching and instantly generate and submit reports.
by SafetyCultureGetDownloads: 200 - Template
New Starter Onboarding Checklist
Conducting job orientation help set clear expectations on job responsibilities and limitations. Use this template to confirm if the onboarding topics are relevant and effectively disseminated to the new hires. This includes orientation of job responsibilities, hours of work, payroll and time reports, employees' rights, information systems, office environment and proper usage office equipment. It also captures recommendations for safety planning.
by SafetyCultureGetDownloads: 200