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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
Six Thinking Hats Template
This free six thinking hats template can help individuals, teams, and organizations arrive at better decisions by effectively using the six thinking hats technique in their brainstorming, decision-making, and planning sessions. Through the help of this downloadable template, maximize the benefits of the six thinking hats technique toward conflict-free, holistic discussions.
by SafetyCultureDownloads: 80+Get - Template
NPS - Customer Satisfaction Survey for Products
This checklist contains slider fields to let the customers rate a product, service or company. The rating system can be scaled from a zero satisfactory rate to an exceptional or excellent customer satisfaction. It also covers customer information gathering for possible research and study purposes.
by SafetyCultureDownloads: 80+Get - Template
Feuille de présence quotidienne des employés
Cette feuille de présence numérique des employés est destinée aux petites et moyennes entreprises. Cet outil permet aux employés de consigner facilement leurs heures de travail depuis leur appareil mobile. Il aide également les professionnels des RH et les gestionnaires à surveiller efficacement la participation, la conformité et la productivité des employés.
by SafetyCultureDownloads: 80+Get - Template
Voice of the Customer Template
Download and use this free Voice of the Customer template to collect, record, and analyze customer feedback regarding your products and/or services. Product teams, customer-facing professionals, and other Customer Experience (CX) stakeholders can maximize this straightforward template to streamline the process of customer feedback collection.
by SafetyCultureDownloads: 80+Get - Template
Focus Group Survey Demographic Template
This checklist can be used by research teams when finding the right respondents for the focus group.(E.g. reaching out to people outside a grocery stores). Record demographic data such as gender, age group, nationality, marital status, educational attainment and employment status. You can modify the items based from the goals that you want to achieve. These data can also be useful for statistics and case studies. Use SafetyCulture to conduct more efficient demographic surveys by using your iPad, tablet or mobile device.
by SafetyCultureDownloads: 80+Get - Template
Needs Assessment Training Survey
This needs assessment training survey is a questionnaire designed to help the organization deliver the best training to meet project needs. Use this training survey to determine training priorities.
by SafetyCultureDownloads: 80+Get - Template
Video Display Unit (VDU) Workstation Assessment Form Template
The video display unit (VDU) workstation assessment checklist can help safety representatives and individual workers carry out inspections where there are visual display units (VDU), such as computer screens (also referred to as DSE). This template is based on the Health and Safety Executive Northern Island's (HSENI) DSE Workstation Assessment Checklist.
by SafetyCultureDownloads: 80+Get - Course
Workplace Discrimination - Compliance Training for Australian Business
This course aims to provide essential knowledge for understanding, preventing, and addressing workplace discrimination under the Fair Work Act. Participants will explore key concepts such as protected attributes, adverse actions, and the distinction between lawful and unlawful workplace decisions. Employees will learn how to recognize and respond to discrimination, while employers will gain insights into their legal responsibilities, including creating inclusive policies and handling complaints effectively. By the end of the course, participants will be equipped to foster a fair, respectful, and compliant work environment. (Last Updated: January 2025)
by BambooGet4 LessonsDownloads: 80+ - 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: 80+ 
TemplateActa de Iniciación del Servicio de Vigilancia
Esta plantilla en español sirve para documentar el inicio de un servicio de vigilancia en un sitio del cliente. Permite registrar la fecha y lugar, las partes intervinientes, el personal asignado al puesto vigilantes y supervisores, la entrega de elementos necesarios, y los bienes recibidos del cliente con cantidad, estado y observaciones. Incluye evaluación de condiciones del puesto ambiente térmico, sonoro, iluminación, vibraciones e higiene, consignas específicas y delimitaciones del área de responsabilidad. Finaliza con las firmas del representante del cliente, el proveedor del servicio y el director de operaciones para dejar constancia formal del comienzo del servicio.
by Alvaro Javier Martinez Escalante, from the CommunityDownloads: 80+Get- Template
Think Perfect Every Visit - Feedback Document
A document to record the details of any Customer Service focussed field visit.
by Rob Mastin, from the CommunityDownloads: 80+Get - Template
DRS SHS Worksheet Template
This DRS SHS worksheet template helps teams manage work orders and sales or service visits in a consistent, trackable way. Capture the customer name, date conducted, and preparer; list items offered; attach SHS photos; note customer objections and how they were addressed; and record the technician’s name. Use it to standardize field documentation, support follow-ups, and improve accountability across sales and service operations.
by Carlos Chiriboga, from the CommunityDownloads: 80+Get - Template
ROP-071 Informe de Investigación (Versión 3)
Plantilla ROP-071 para informes de investigación en español. Incluye secciones para fecha, hora y lugar; relato de los hechos; diligencias adelantadas; inspección del lugar (puertas, ventanas, accesos, CCTV y alarmas); entrevistas a afectados, testigos y vigilantes; revisión de videos y trazabilidad; pruebas de polígrafo bajo estricta confidencialidad; análisis de los hechos y recomendaciones finales. Diseñada para casos como hurto, daños, lesiones personales, intrusión y otros incidentes, facilitando una documentación ordenada, con registros fotográficos, firmas y soportes para la gestión de riesgos y la toma de decisiones.
by Alvaro Javier Martinez Escalante, from the CommunityDownloads: 80+Get - Template
EMPLOYEE PERFORMANCE EVALUATION
A detailed framework for conducting employee performance evaluations at Axens Brockville. The evaluation system covers ten essential sections: job understanding, organizational skills, quality, dependability, communication, personal skills, professionalism, initiative, motivation, and teamwork. Each section contains specific criteria rated on a scale from Substantially Exceeds Requirements to Did Not Meet Requirements. The evaluation process aims to assist employee development by identifying strengths and areas for improvement, ensuring alignment with company expectations and goals. The framework includes detailed assessment criteria, employee feedback opportunities, and performance development planning, making it a comprehensive tool for both supervisors and employees to track and improve job performance.
by Axens Brockville, from the CommunityDownloads: 80+Get - Template
Plantilla de análisis de carencias
Esta plantilla general de análisis de brechas (o análisis GAP) convertida con SafetyCulture se puede usar para evaluar el rendimiento actual del empleado e identificar los objetivos. Evalúe las áreas de mejora y cree planes de acción sobre cómo lograr estos objetivos. Con la función de Acciones de SafetyCulture, puede asignar fácilmente acciones correctivas al empleado evaluado u otros miembros del equipo. Establezca el nivel de prioridad para cerrar la brecha e incluya fechas objetivo.
by SafetyCultureDownloads: 70+Get - Template
World Day for Safety and Health at Work Quiz
This 15 question quiz helps organisations quickly gauge their readiness for workplace health and safety. Topics include policy and incident reporting, hazard identification and control, staff training and inductions, PPE issuance and maintenance, contractor management, site access, emergency planning, and asbestos and hazardous materials awareness. Use it to identify gaps and take practical steps to improve safety performance and compliance.
by SafetyCultureDownloads: 70+Get - Course
Introduction to AI Prompts: Fundamentals and Best Practices
This course covers the fundamentals of AI chats, focusing on the role and types of AI prompts, and how AI interprets them to generate accurate responses. Learn best practices for crafting clear, specific, and simple prompts, along with advanced techniques like incorporating multiple instructions and refining prompts based on feedback. By the end, you'll be equipped with the skills to optimize AI interactions for better efficiency and more relevant results.
by SafetyCultureGet5 LessonsDownloads: 70+ - Template
Non - Disclosure Agreement
This Non-Disclosure Agreement is a sample provided for your information only and may not be relied upon as legal advice.
by SafetyCultureDownloads: 70+Get