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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
2,099 results- 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 SafetyCultureDownloads: 100+Get - 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 SafetyCultureDownloads: 100+Get - 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 SafetyCultureDownloads: 100+Get - 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 SafetyCultureDownloads: 100+Get - Course
Giving and Receiving Feedback
Giving and receiving feedback is one of the most important skills to withhold in today's professional climate. Feedback is generally only effective if it is communicated and responded to effectively and progressively. Feedback can easily backfire if not carefully thought-out or dealt with. Feedback is constant and inevitable, producing a more efficient and stronger workplace. This is why this 'Giving and Receiving Feedback' course is essential for the people of any organisation. The course boasts 4 lessons which explain how best to provide feedback, receiving feedback, what it means to actively listen, and how to exercise resilience after bad feedback.
by SafetyCultureGet4 LessonsDownloads: 100+ - Course
The Language of Sales
Learn about the importance of developing relationships with your buyers, how to develop convincing arguments and how to handle tough sales scenarios with resilience.
by SafetyCultureGet3 LessonsDownloads: 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 SafetyCultureDownloads: 100+Get - Course
Anti-Bribery and Anti-Corruption Policy
This course provides participants with a clear overview of bribery and corruption, covering both active and passive forms. It discusses various types of corruption, such as collusion, coercive extortion, insider trading, and embezzlement. This course allow participants to gain an understanding of the risks bribery and corruption pose, and be equipped with practical steps to prevent these issues in their workplace.
by SafetyCultureGet3 LessonsDownloads: 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 SafetyCultureDownloads: 100+Get - 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 SafetyCultureDownloads: 100+Get - 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 SafetyCultureDownloads: 100+Get - 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 ControlGet3 LessonsDownloads: 100+ - Course
Get to know SC Training
This course is your all-in-one guide on how to navigate the SafetyCulture Training platform! Last Updated October 2023
by SafetyCultureGet1 LessonDownloads: 100+ - Template
Change Management Checklist
Keep track of changes in your organization and ensure all processes go well with this change management checklist. With this checklist, you can streamline changes effectively.
by SafetyCultureDownloads: 100+Get - Course
Building Team Cohesion
If you're a team player and understand the power of a strong team, this course on building team cohesion is the one for you. Teamwork is the core focus of organisational success, especially when it comes to being a great leader and experiencing functional collaboration. A cohesive team means a more efficient and high-achieving workforce. If being a successful leader in a cohesive team appeals to you, look no further than this course. The 3-part course focuses on what a cohesive team actually is, strategies to make a top team and how to develop extraordinary leadership skills.
by SafetyCultureGet4 LessonsDownloads: 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 SafetyCultureDownloads: 100+Get - 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 SafetyCultureDownloads: 100+Get - 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 SafetyCultureDownloads: 100+Get - 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 SafetyCultureDownloads: 100+Get - 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 SafetyCultureDownloads: 100+Get - Template
Information Asset Register Template
Use this straightforward information asset register template when recording assets, files, systems, and applications used for processing or storing personal information and other data across the organization.
by SafetyCultureDownloads: 100+Get - Course
California Harassment Prevention (Employees)
1hr Extended course for employees, 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 employees know what behavior is expected from them to create a harassment-free workplace and a workplace of respect. 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. Learn more about our Harassment Prevention course on our frequently asked questions (FAQ) page: https://support.edapp.com/us-harassment-prevention
by PolsinelliGet10 LessonsDownloads: 100+
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.
