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Professional Services
Browse professional services templates, checklists, and training courses for process management, workplace safety, and compliance checks. Help your teams follow best practices, keep standards consistent, and manage daily work more efficiently across the workplace.
Browse Professional Services
2,100 results- Template
Modèle de plan de gestion de crise
Un modèle de plan de gestion de crise permet aux gestionnaires, aux responsables et aux cadres d'une entreprise de définir des plans d'urgence pour faire en sorte que les parties prenantes restent opérationnelles et en sécurité en cas de crise.
by SafetyCultureDownloads: 200+Get - 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 SafetyCultureGet4 LessonsDownloads: 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 SafetyCultureDownloads: 200+Get - 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 SafetyCultureDownloads: 200+Get - Course
Sexual Harassment in the Workplace (UK)
We partnered with leading employment law firm, Halborns, on this course to help employees in the UK understand how to recognise, prevent, and address sexual harassment in the workplace. This means your team can create an environment where everyone feels safe and empowered to speak up. (Last Updated: August 2024)
by HalbornsGet6 LessonsDownloads: 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 SafetyCultureGet3 LessonsDownloads: 200+ - Template
Fire Fighting Equipment Inspection Checklist
This checklist helps ensure that firefighting equipment is regularly inspected and maintained. It includes essential items to verify functionality and compliance with safety standards, contributing to a safer environment.
by SafetyCultureDownloads: 200+Get - 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 SafetyCultureDownloads: 200+Get - Course
Whistleblower Awareness (for Australia)
This course aims to improve awareness on whistleblower rights and protections, enable employees to properly identify eligible misconduct and harmful behaviour, and empower them to step forward with a sound understanding of their rights and protections. The content of this course is based on the latest Treasury Laws Amendment (Enhancing Whistleblower Protections) Act 2019.
by SafetyCultureGet4 LessonsDownloads: 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 SafetyCultureDownloads: 200+Get - 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 SafetyCultureDownloads: 200+Get - Course
USA Harassment Prevention (Supervisors)
Including NY and NYC. 45 minute Essentials course for supervisors, this training meets the legal requirements for the majority of states in the USA including New York (State and City), Delaware, Illinois, Maine, Massachusetts, Washington and Rhode Island. 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. Learn more about our Harassment Prevention course on our frequently asked questions (FAQ) page: https://support.edapp.com/us-harassment-prevention It includes 10 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.
by PolsinelliGet10 LessonsDownloads: 200+ - Template
Request for Quotation Template
This RFQ template can be used by procurement officers and purchasing managers to structure their request for quotation and ensure that they provide all of the necessary details to suppliers and vendors. Use the request for quotation template to do the following: 1) Provide a short background to introduce the company and why it needs the product/service, 2) Record pre-qualification requirements so that only qualified suppliers and vendors proceed with the RFQ, 3) Request a quote for a product, service, or a combination of products and services, 4) Ask suppliers and vendors to submit a price breakdown of itemized costs, and 5) Include answers to frequently asked questions before sending out the RFQ.
by SafetyCultureDownloads: 200+Get - Template
Market Survey Template - Field Research
This market survey template will help field market researchers gather data from the target market to help organizations gain insight on consumer buying preference and make sound business decisions. Market researchers can easily collect data using this market survey template on mobile devices and submit survey results while in the field. Only by selecting the intended age groups (16 and up) will the rest of the survey prompt.
by SafetyCultureDownloads: 200+Get - Template
ISO 45001:2018 Internal Gap Analysis Checklist
This ISO 45001:2018 internal gap analysis checklist helps organizations evaluate their Occupational Health and Safety Management System against the standard. It covers context, leadership and worker participation, policy, planning, support, operations, procurement and contractors, performance evaluation, audits, management review, and continual improvement. Use it to identify gaps, prioritize corrective actions, and build readiness for certification. Suitable for any industry implementing OHS management, and designed to drive compliance, worker engagement, and safer work practices.
by Allan Linton, from the CommunityDownloads: 200+Get - Template
Preparing for Home Working or Flexible Working
Consisting of Pre-Qualification, Home Working Assessment and Display Screen Assessment across a number of Pages
by Mark Leach, from the CommunityDownloads: 200+Get - Template
COVID-19 Return to Work Record
Use this COVID-19 Return to Work Record to document employee details, absence history, and a safe return-to-work induction. Capture symptom checks, confirm PPE issued, brief staff on updated COVID-19 safety measures, and complete manager sign-off for HR compliance. This customizable template supports organizations in standardizing their return-to-work process, maintaining records for audits, and promoting a safe, compliant workplace during reopening and ongoing operations.
by Beth Reed, from the CommunityDownloads: 200+Get - Template
Probation Review Form
This probation review checklist helps managers assess new starters at 4, 8 and 12 weeks. Capture timekeeping and attendance, confirm adherence to absence procedures, and evaluate performance across knowledge, exploration, attitude and individuality. Include manager and employee comments, set future ambitions, and record sign off to complete, extend or terminate the probation period.
by Katrin Toots, from the CommunityDownloads: 200+Get - Template
COVID-19 Home Working Self Assessment
Use this guided checklist to assess the safety and suitability of your home workspace. Cover desk setup and ergonomics, display screen equipment, fire and electrical safety, stress and welfare, slips, trips and falls, lone working, and manual handling. Capture photos, note hazards, and record actions to reduce risk while working remotely.
by Elizabeth Marston-Mooney, from the CommunityDownloads: 200+Get
Practical safety and quality resources for professional services
Create clarity around expectations and reduce risk across your organization with ready-to-use professional services training, templates, and checklists. SafetyCulture’s Content Library gives managers easily accessible courses and inspection tools, so teams can follow the same standards without relying on scattered documents or manual processes.
Showcase business and corporate proficiency
These resources help teams respond to people and safety issues faster by providing clear guidance when it matters most. They also support consistent expectations around behavior, communication, and safe work practices, even as teams grow or change. By keeping training, reporting, and documentation in one place, managers get better visibility and can stay on top of what’s happening across their teams.
Here are a few ways these resources support day-to-day operations:
Create safer, more respectful workplaces with harassment prevention training that helps employees recognize concerns and report them early.
Strengthen collaboration with effective communication courses that support clearer expectations, better feedback, and fewer misunderstandings.
Support fair, consistent practices through diversity and inclusion training that improves communication and team culture.
Document and follow up on issues using incident report form templates that capture key details and support next steps.
Reduce risk with job safety templates that help teams identify hazards, set controls, and follow safe work practices.
All resources are fully digital and easy to adapt to your workflows. When used within the SafetyCulture platform, they also help you track completion, maintain visibility, and reinforce a strong safety and quality culture across your organization.
