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
Skills Gap Analysis Template
This Skills Gap Analysis Template can be used to help increase employee skills level and determine if an employee is fit for a specific position. Assess the current skill of the employee and set the target skill level. Identify the gaps and risk and how to achieve the target goal. Assign action plans which include priority levels and target dates.
by SafetyCultureGetDownloads: 100 - Template
Workplace Pandemic Preparedness Plan
This workplace pandemic preparedness plan checklist by the Center for Disease Control and Prevention (CDC) can help pandemic coordinators of large organizations to develop, maintain, and act upon strategies to protect employee health and safety in the event of a future pandemic.
by SafetyCultureGetDownloads: 100 - Course
Startup Culture
Learn how experts define startup culture and why it's important. Find out how to harness values and behaviours to drive company success even in a virtual workplace.
by SafetyCultureGetDownloads: 100 
TemplateLeadership Competency Assessment Template
Use this competency assessment template to evaluate if potential leaders have the ability to lead and support their subordinates.
by SafetyCultureGetDownloads: 100- Template
Employee Timesheet Template
Businesses can use this template as a regular employee timesheet. This template can either be downloaded as PDF and manually filled out, or used directly in SafetyCulture. Furthermore, using this template allows you to: indicate essential header items such as employee name, ID number, project name, and date range and add a brief description of the project or task. Specify work date, start and end time, and total number of hours, summarize other essential items including total number of work hours for the period and complete the timesheet by digitally signing the template.
by SafetyCultureGetDownloads: 100 - Template
Workplace Violence Risk Assessment
Based on HSE guidance for assessing the risks of work-related violence, this workplace violence risk assessment template is especially crucial for employers in the hospitality and retail industries. With this workplace violence risk assessment template, employers can do the following: 1) List workplace violence hazards observed or experienced as well as those that are suspected to be happening in the workplace, 2) Specify if known risk factors (aspects of the work that make violence more likely) are present or absent in the workplace, 3) Identify the risk levels of workplace violence risk factors using the risk matrix provided, 4) Develop effective risk control measures while taking into consideration the comments, opinions, and ideas of the staff, and 5) Create an action that reminds them to review the workplace violence risk assessment one year from the time it was completed.
by SafetyCultureGetDownloads: 100 - Template
HSE Return to Work Questionnaire
This HSE Return to Work questionnaire is used to determine work-related stress or outside of work factors which may have caused an employee to underperform and lose motivation to work. This template is divided into 7 categories to identify the main causes of stress among the employees.
by SafetyCultureGetDownloads: 100 - Template
Project Audit Questionnaire - Project Stakeholders
Use this template to gather insights from the project stakeholders and set up plans or other applicable future actions.
by SafetyCultureGetDownloads: 100 - Template
Mechanic Work Order Form (Automotive)
Use this digitized checklist to let customers specify details for an automotive work including materials or parts which may be required.
by SafetyCultureGetDownloads: 100 - Template
Modèle d'étude d'opportunité
Utilisez ce modèle pour enregistrer des informations sur l'analyse de rentabilité, telles que le numéro du document, le nom de l'entreprise, du projet, son commanditaire, et la date de première utilisation. Présentez ensuite l'analyse en décrivant brièvement le contexte, le problème, les objectifs et les options de solution avec leurs avantages, inconvénients, coûts et risques, et indiquez l'option préférée. Attribuez une action avec priorité et date d'échéance pour toute acquisition nécessaire, puis listez les étapes principales et les produits livrables. Ajoutez des photos, des fichiers si nécessaire, et indiquez les détails sur la gouvernance et le suivi. Enfin, complétez l'analyse par des commentaires et la signature numérique du chef de projet.
by SafetyCultureGetDownloads: 100 - Template
Return to Work Plan Template
This Return to Work Plan template can be used, particularly by Australia-based employees, to develop a recovery and return to work strategy if they are likely to be away from work for more than four weeks. The return to work plan aims to include the necessary steps required to achieve the objectives agreed on by the employee and the manager.
by SafetyCultureGetDownloads: 100 - Template
General Daily Attendance Sheet
USe this general daily attendance sheet to register attendance for different purposes (e.g. business meetings, training events, and networking events). Worry less about losing track of attendance history because of lost paperwork.
by SafetyCultureGetDownloads: 100 - Template
ESG 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.
by SafetyCultureGetDownloads: 100 - Template
Project Initiation Document Template
Project managers can use this Project Initiation Document (PID) template to outline basic project details. From its scope and objectives to its approach and performance parameters. Start with a summary of the project and define its purpose, objectives, scope, and key deliverables. Then, describe the benefits of the project to the business, the people involved, and the delivery approach. Make sure to attach relevant documents and sign them off for approval.
by SafetyCultureGetDownloads: 100 - Template
Fiche de suivi des appels téléphoniques
Utilisez ce formulaire d'assurance qualité pour les centres d'appels pour aider à évaluer les appels et vérifier si les téléopérateurs ont suivi les protocoles d'appel standard. Vous pourrez ainsi vérifier si les téléopérateurs comprennent les préoccupations des clients et proposent la solution la plus adaptée. Le formulaire couvre également le comportement des téléopérateurs en fin d'appel. Concluez l'évaluation en formulant des remarques et des recommandations sur la manière dont les téléopérateurs peuvent améliorer la qualité du service. Utilisez SafetyCulture pour générer et capturer des rapports de données et comparer les tendances des réponses signalées grâce aux Données analytiques. Vous pouvez également limiter les autorisations d'édition de vos utilisateurs d'SafetyCulture pour vous assurer que les modèles d'AQ sont uniformes dans tous les domaines.
by SafetyCultureGetDownloads: 100 - Course
Course 2 - Client and Patient Care
Course 2- Client and Patient Care: This course aims to brief TLC employees on the proper methods and the etiquette for client communication both in-person and online.
by Texas Litter ControlGetDownloads: 100 - Course
Engaging Frontline Teams
This course is for any business who has team members who must physically show up to do their job. Frontline workers are often employed in industries like hospitality, healthcare, manufacturing and logistics.
by SafetyCultureGetDownloads: 100 - Template
Formulario de análisis de peligros laborales
Utilice esta plantilla para realizar un análisis de peligros más detallado en su lugar de trabajo. Explore las funciones de SafetyCulture y modifique la lista de verificación según las necesidades en su lugar de trabajo. Comience enumerando los nombres de las personas que desarrollan los procedimientos de análisis de seguridad laboral (JSA, por sus siglas en inglés) y seleccione los permisos de trabajo, autorizaciones y EPIs requeridos para la actividad. A continuación, enumere las capacitaciones aplicables para llevar a cabo tareas individuales. Además, tome nota de las revisiones del equipamiento realizadas. Continúe con el análisis de seguridad laboral y la evaluación de riesgos añadiendo pasos, seleccionando peligros e identificando controles. Realice una evaluación de riesgo inicial, agregue controles (si es necesario) y luego califique el análisis de riesgo residual/revisado. Confirme si el proceso se completó o no. Si no es así, realice una revisión de la tarea que sirva de base para la continuidad del proceso. Finalmente, finalice haciendo que todas las personas involucradas firmen el formulario.
by SafetyCultureGetDownloads: 100 - Template
Incident / Hazard Report Form
Use this hazard report form to: - Identify the incident / hazard type and the level of treatment needed - Record who was injured, their contact number, and the nature of the injury - Document the task/s performed when the incident / injury occurred - Check which factors contributed to the hazard, incident, and/or injury - Specify the control type when creating corrective actions
by SafetyCultureGetDownloads: 100 - Template
Modelo de relatório de auditoria interna - ISO 9001:2015
Esta checklist ISO 9001 de análise de lacunas pode ajudá-lo a se preparar para a certificação ISO 9001:2015. Use isto para avaliar se o Contexto da Empresa, Planejamento, Operação, Controle de Qualidade e Melhoria do Produto está em conformidade com o padrão ISO. Também ajudará a determinar as necessidades dos consumidores e suas oportunidades de melhorias no SGQ. Use SafetyCulture para gerar relatórios eficientes no local e atribuir ações corretivas aos membros apropriados da equipe.
by SafetyCultureGetDownloads: 100 - Template
General Project Handover Template
Download and use this free project handover checklist template to make a smooth process of transitioning from one phase to another. Ensure all project key stakeholders are well-informed about the status of the project with the help of this template.
by SafetyCultureGetDownloads: 100 - Template
Customer Representative Competency Assessment
This customer representative competency assessment template is used to measure a candidate's suitability for a customer representative role. It helps measure the technical, behavioral, and organizational background of a candidate, checking if the candidate meets the criteria set by the company.
by SafetyCultureGetDownloads: 100 - Template
Job Cost Sheet Template
Download and use this free job cost sheet template to record project expenses and estimate costs in accordance with the agreed requirements and specifics. Ensure approval and acknowledgment from relevant stakeholders such as clients and project managers by including sign-offs.
by SafetyCultureGetDownloads: 100 - Template
OSHA Near Miss Form
Based on the Incident Investigation Form provided by OSHA in their Incident Investigation Guide for Employers, this digital near miss form can be used to do the following: 1) Preserve or document the scene, 2) Collect information, 3) Determine root causes, 4) Implement corrective actions.
by SafetyCultureGetDownloads: 100