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.
TemplateEmployee Induction Checklist
This employee induction checklist helps organizations onboard new staff while reinforcing workplace health and safety. It covers hours of operation, building access and amenities, emergency evacuation, first aid, WHS policy, hazard identification and risk assessment, hot work, electrical safety, hazardous substances, working at height, tools and equipment, PPE, housekeeping and waste, smoke free, drug and alcohol policies, accident reporting, and fire alarm isolation. Use it to document employee details, capture signatures, and confirm understanding of site policies and procedures.
by Dermot Rodwell, from the CommunityDownloads: 100+Get- Template
New Employee / Visitor / Contractor Safety Induction (F-HR-A.7-01)
REV: 01 - 03/09/2014 New Employee/Contractor Safety Induction for all new employees and contractors
by Amanda Nissen, from the CommunityDownloads: 100+Get - Template
1st Option Safety Group - Master template.v2
Fire Risk Assessment in accordance with the Regulatory Reform (Fire Safety) Order 2005.
by Nick Hayes, from the CommunityDownloads: 100+Get - Template
Ergonomics Evaluation Checklist
This ergonomics evaluation checklist helps teams assess office workstations for risk factors that cause fatigue and cumulative trauma injuries. Review employee posture, chair fit, desk height and clearance, monitor placement, keyboard and mouse setup, lighting, and accessory needs. Capture job details, symptoms, photos, and observations, then generate recommendations such as footrests, monitor stands, wrist rests, ergonomic peripherals, headsets, and document holders to improve comfort and safety.
by Kirstie Smith, from the CommunityDownloads: 100+Get - Template
ISO 9001:2015 Process Audit
Use this ISO 9001:2015 process audit template to evaluate the effectiveness of your quality management system. Cover key clauses including QMS processes, planning, risks and opportunities, quality objectives, change management, work environment, operational control, customer requirements, design and development, and external provider controls. Capture findings, summarize results, and drive corrective actions and continual improvement.
by Natasha Rodgers, from the CommunityDownloads: 100+Get - Template
MSOT 2018 - English
This document outlines a detailed Mobile Safety Observation Tour (MSOT) assessment framework for workplace safety compliance. It covers crucial safety aspects including incident reporting through SINA cards, Zero Tolerance Policy implementation, SHE Golden Rules adherence, working at height protocols, slip and fall prevention, driving safety guidelines, and employee consultation procedures. The assessment includes detailed checklists for personal protective equipment, vehicle safety, emergency response equipment, and proper documentation of safety practices. It's designed to ensure comprehensive safety compliance across all operational aspects, from basic workplace safety to specialized procedures for high-risk activities. The guide emphasizes the importance of proper training, documentation, and continuous safety monitoring in maintaining a safe work environment.
by Emily Lee, from the CommunityDownloads: 100+Get - Template
Admin Staff Performance Assessment
Use this admin staff performance assessment template to evaluate office and support employees consistently. It covers job knowledge, work quality, productivity, reliability, initiative, service, professionalism, ethics, leadership, planning, problem solving, creativity, flexibility, accountability, development, appearance, and overall rating. Capture strengths, areas for improvement, and confirmation with signature.
by THELMA OERTEL, from the CommunityDownloads: 100+Get - Template
FF Sales Support Document for Club Visits
This FF Sales Support Document is a structured checklist for fitness club visits, covering first impressions at reception, staff presentation, and guest handling. It guides monthly planning, call center standards, sales scripts, and the guest journey from digital pass download to selling cycle assessment. The template supports team meetings, 10-minute coaching huddles, appointment drives, and role-play training with clear objectives and feedback. It also tracks GymSales metrics such as active database, calls, appointments, service calls, and aging leads. Use it to align teams, monitor daily performance, and drive consistent membership sales outcomes.
by Shane Tracey, from the CommunityDownloads: 100+Get - Template
Risk and Safety - Event Safety Checks
This document outlines the essential procedures for conducting Event Safety Checks by the Risk and Safety Department. It covers two main areas: workplace inductions and rigging activity monitoring. For workplace inductions, staff must verify workers' credentials through certificates or online systems, with provisions for interim inductions when necessary. The rigging activity section focuses on safety compliance, including SWMS verification, proper equipment usage, and worker certification checks. The guide emphasizes immediate reporting of issues to the Event Operations Manager (EOM) and includes protocols for both Convention and Exhibition Centres. It provides structured templates for documentation, including worker details, company information, safety measures, and required follow-up actions.
by Event Safety Checks Sydney Convention and Exhibition Centre, from the CommunityDownloads: 100+Get - Template
ISO 9001:2015 and 45001:2018
This document presents a detailed audit checklist for Quality Management System (QMS) and Health & Safety (H&S) compliance. It systematically covers all major aspects of ISO standards, including organizational context, leadership commitment, planning processes, support functions, operational controls, performance evaluation, and continuous improvement. The checklist is structured around ten main clauses, each containing specific audit questions and requirements. It helps organizations assess their compliance with quality and safety standards, identify gaps, and maintain proper documentation. The guide includes sections on worker participation, risk assessment, resource management, and emergency preparedness, making it a comprehensive tool for internal auditors and compliance managers.
by Rachel Baldwin, from the CommunityDownloads: 100+Get - Template
Code of Conduct Policies and Procedures Template
This policies and procedures template for the employee code of conduct contains separate pages for: General Code of Conduct, Non-Smoking Policy, and Drugs and Alcohol Policy. Each page has instructions for the specific code of conduct policy to help guide you as you write your policies and procedures.
by SafetyCultureDownloads: 90+Get - Template
Basic Decision Matrix Template
This decision matrix template works best for simplified decision-making procedures. Rate each option on a scale of 1-5 and calculate the results to reach a final decision. You can also personalize the template's scoring system based on your business needs. Empower your team members to share their input on crucial decisions through this decision matrix template.
by SafetyCultureDownloads: 90+Get - Template
Lab Incident Report Template
Use this template to report any incidents in the lab including spills, leaks, cuts and any other injuries or property damage
by SafetyCultureDownloads: 90+Get - Template
Ethical Trade Audit Checklist
This checklist is designed to assist organizations in evaluating their compliance with ethical trade standards across their supply chains. With this tool, managers, auditors, and businesses as a whole can ensure that all critical areas of ethical practices are thoroughly assessed, promoting accountability and transparency not only within the organization but also to those outside of it.
by SafetyCultureDownloads: 90+Get - Template
COVID-19 Evaluación de riesgos en el trabajo desde casa.
Si quieres trabajar desde casa, por favor completa esta evaluación de riesgos desde su casa (o su nuevo lugar de trabajo).
by SafetyCultureDownloads: 90+Get - 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: 90+ - 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: 90+Get