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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

2,103 results
  • Formulaire d'évaluation des performances de l'employé
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    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 SafetyCulture
    Downloads: 200+
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  • Negotiation Fundamentals
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    Course

    Negotiation Fundamentals

    This course provides a practical foundation in negotiation skills essential for professional success. Learners will explore the definition and importance of negotiation, examine the key stages of the process, and learn how to avoid common pitfalls. The course also covers strategies, best practices, and techniques to influence others effectively and achieve favorable outcomes. Whether preparing for a business deal or resolving workplace conflicts, this course will help participants gain the confidence and tools to negotiate with clarity, professionalism, and impact.

    by SafetyCulture
    5 Lessons
    Downloads: 200+
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  • Kaizen Tools
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    Collection

    Kaizen Tools

    Start using proven Kaizen tools and templates to streamline improvement cycles, eliminate waste, and empower teams to drive measurable results across every site.

    by SafetyCulture
    5 items
    Downloads: 200+
  • Employee Coaching Feedback Template
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    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 SafetyCulture
    Downloads: 200+
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  • Modèle de plan de gestion de crise
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    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 SafetyCulture
    Downloads: 200+
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  • Induction Systems for Gig Economy
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    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 SafetyCulture
    4 Lessons
    Downloads: 200+
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  • Contract Review Checklist
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    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 SafetyCulture
    Downloads: 200+
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  • Plantilla de evaluación de necesidades
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    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 SafetyCulture
    Downloads: 200+
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  • Sexual Harassment in the Workplace (UK)
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    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 Halborns
    6 Lessons
    Downloads: 200+
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  • Grievance Policy
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    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 SafetyCulture
    3 Lessons
    Downloads: 200+
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  • Fire Fighting Equipment Inspection Checklist
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    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 SafetyCulture
    Downloads: 200+
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  • Project Execution Plan Template
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    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 SafetyCulture
    Downloads: 200+
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  • Whistleblower Awareness (for Australia)
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    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 SafetyCulture
    4 Lessons
    Downloads: 200+
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  • Quarterly Coaching Template
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    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 SafetyCulture
    Downloads: 200+
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  • Business Developer
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    Course

    Business Developer

    This Business Developer course guides learners into understanding how a business developer generates business that adds value to both clients and the company. The multi-part course drives learners through modules about building strong relationships, negotiating deals, exploring business opportunities, maximising business with existing clients, and developing new clients.

    by SafetyCulture
    7 Lessons
    Downloads: 200+
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  • New Starter Onboarding Checklist
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    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 SafetyCulture
    Downloads: 200+
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  • Induction Training for New Employees
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    Course

    Induction Training for New Employees

    This course for Managers and Supervisors tasked with creating an Induction Programme for new employees. Its aim is to provide guidance on the design of an Induction course.

    by Aviva UK
    4 Lessons
    Downloads: 200+
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  • USA Harassment Prevention (Supervisors)
    Course

    USA Harassment Prevention (Supervisors)

    Advanced course for supervisors, this training is intended to meet the legal requirements for the majority of states in the USA. 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. This material is provided for educational purposes only and is not intended for use as legal guidance. Please consult with a lawyer to evaluate your specific situation and whether this training complies with any applicable legal obligations. For example, certain jurisdictions, including California, Connecticut, Delaware, Illinois, Maine, New York, Chicago, and New York City, have specific training requirements regarding content, duration, frequency, interactivity, or audience that may require supplemental training. Learn more about our Harassment Prevention course on our frequently asked questions (FAQ) page: https://support.edapp.com/us-harassment-prevention.

    by Polsinelli
    10 Lessons
    Downloads: 200+
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  • Request for Quotation Template
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    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 SafetyCulture
    Downloads: 200+
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  • Market Survey Template - Field Research
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    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 SafetyCulture
    Downloads: 200+
    Get
  • Check List Diario De Ventas Nissan Argentina
    Template

    Check List Diario De Ventas Nissan Argentina

    Check List Diario De Ventas

    by Marcelo Montes, from the Community
    Downloads: 200+
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  • ISO 45001:2018 Internal Gap Analysis Checklist
    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 Community
    Downloads: 200+
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  • Preparing for Home Working or Flexible Working
    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 Community
    Downloads: 200+
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  • COVID-19 Return to Work Record
    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 Community
    Downloads: 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.