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.
TemplateCath Lab Housekeeping
The Cath Lab Housekeeping checklist helps hospital and clinic staff maintain sterile and safe cardiac catheterization labs. It covers cleaning procedures for surfaces, equipment, furnishings, lighting, floors, and proper disposal of biohazardous waste and linens. This digital template supports accountability by allowing photo attachments, notes, and tracking of compliance.
by Andre, from the CommunityDownloads: 70+Get- Template
Office Health and Safety Audit
This office health and safety audit checklist helps organisations assess compliance with key UK legislation, including the Health and Safety at Work Act, COSHH, Electricity at Work Regulations, Fire Safety Order, and Display Screen Equipment rules. Sections cover policy and documentation, asbestos management, risk assessments and training, electrical safety, fire control, walkways and ladders, hazardous substances, first aid and incident reporting, plant and equipment, housekeeping, workstations and lighting, storage, and welfare facilities. Use it to identify hazards, verify records and maintenance, and drive corrective actions and continuous improvement across office environments.
by Chris Ward, from the CommunityDownloads: 70+Get - Template
Initial Employee Incident Report
This employee incident report form template provides a structured format for documenting workplace incidents and injuries. The form captures essential information including employee details, incident timing, location specifics, injury description, and witness accounts. It includes fields for recording when supervisors and safety personnel were notified, medical treatment details, and comprehensive incident descriptions. This template helps organizations maintain accurate records of workplace incidents, ensure proper reporting procedures, and track safety compliance. Designed for HR professionals and safety managers, this form supports thorough documentation of workplace incidents while maintaining clear communication channels between employees, supervisors, and safety personnel.
by Harry Miles, from the CommunityDownloads: 70+Get - Template
Alarm Install
This comprehensive guide walks through the complete installation process of a home security system, including verification of components and step-by-step installation instructions. The document covers installation of the main alarm panel, motion/image sensors, smoke detectors, flood sensors, and temperature sensors. It includes detailed testing procedures for ensuring proper system functionality, including cellular connectivity and image sensor configuration. The guide provides specific placement recommendations for each component and includes links to detailed PDF instructions for specialized equipment. It also outlines the system testing process using the installer code and verification steps for all sensors and communication paths. This resource is essential for anyone installing or setting up a new home security system, ensuring all components are properly installed and functioning correctly.
by Ian Colville, from the CommunityDownloads: 70+Get - Template
Accident Record
Standardize incident documentation with this Accident Record template. Record the person’s details, location, date and time, how the accident occurred, likely cause, injuries sustained, emergency response, and medical treatment provided. Attach photos where relevant, note corrective actions to reduce recurrence, and capture employee consent and signature. Ideal for workplace health and safety reporting across teams.
by Kelli Crockard, from the CommunityDownloads: 70+Get - Template
Interflow WFH Self Assessment Checklist
This Interflow work from home self assessment helps employees review home office readiness during COVID-19. The checklist guides users through personal health and hygiene, workspace setup, workstation ergonomics, display screen position, fire and electrical safety, stress and welfare, slips, trips and fall hazards, and lone working controls. It promotes safe practices, regular check ins with supervisors, and secure handling of equipment and files, ending with a sign off to confirm completion.
by Troy Dawson, from the CommunityDownloads: 70+Get - Template
Internal ISO 14001:2015 Audit Checklist
This ISO 14001:2015 internal audit checklist helps organizations assess and improve their environmental management system. It covers leadership, policy communication, planning and risk, aspects and impacts, legal compliance, objectives and KPIs, support and competence, documentation control, operations with life cycle perspective, emergency preparedness, performance evaluation, internal audits, and management review. The template guides evidence collection, records nonconformities and corrective actions, and supports continual improvement to reduce environmental impact and meet compliance obligations.
by Tiffany Argent, from the CommunityDownloads: 70+Get - Template
Rentokil Zone Meeting Record Template
Standardize your weekly Rentokil branch and zone meetings with this structured record. Capture month or week, branch and zone, location and zone incharge, visitor of the week, and briefing points including road safety, new tools or processes, and technician best practices. Log concerns and challenges, planned leaves and SOS, and full attendance. Track action plans with updates from last week, agreed actions for the current week, visitor topics, and signed-off outcomes.
by Mohanraj M, from the CommunityDownloads: 70+Get - Template
Discipline
Employee write up to be vetted through human resources 1st. Must have all signatures before employee meeting.
by Christopher Cole, from the CommunityDownloads: 70+Get - Template
Consignas Especificas de Sitio
Esta plantilla de Consignas Especificas ayuda a definir instrucciones operativas claras para un sitio o puesto de trabajo. Incluye campos para preparado por, titulo del documento, numero del documento, fecha, ubicacion y datos relevantes, de modo que el equipo conozca responsabilidades, horarios, zonas y procedimientos. Use este formato para estandarizar indicaciones, mejorar la comunicacion y reforzar la seguridad y el cumplimiento en operaciones diarias.
by Alvaro Javier Martinez Escalante, from the CommunityDownloads: 70+Get - Template
Sky UK Wellbeing Champions Template
This Sky UK Wellbeing Champions template helps organisations foster a mentally healthy workplace. It outlines the champion role, required skills, code of conduct, training expectations, and a wellbeing call log to record support interactions. Use it to encourage open conversations about mental health, reduce stigma, guide colleagues to specialist support, and uphold confidentiality and data protection across teams.
by David Hammond, from the CommunityDownloads: 70+Get - Template
Annual Coaching Template
Use this Annual Coaching Template for the crucial annual coaching and document what the employee considers as the best traits or contributions within the year. The recorded data from the Quarterly Coaching Template can be used as reference if needed, with SafetyCulture's cloud-based storage, data retrieval will not be an issue.
by SafetyCultureDownloads: 60+Get - Template
Event Sign in Sheet Template
Use this Event Sign in Sheet Template to record attendance for your events. This can help track the number of people attending your event. Use SafetyCulture to generate offline reports and track event attendance.
by SafetyCultureDownloads: 60+Get - Template
Modèle Six Sigma DMAIC
Le modèle DMAIC permet de s'assurer que les adeptes de la méthode Six Sigma appliquent la méthodologie DMAIC (Définir, Mesurer, Analyser, Améliorer, Contrôler) comme une analyse des causes profondes pour l'amélioration des procédures. Commencez par définir les objectifs du projet et dresser la liste des produits livrables pour le client. Ensuite, mesurez la performance actuelle du processus pour quantifier le problème. Analysez jusqu'à ce que la cause principale ait été identifiée et améliorez la conception, le système et/ou la procédure avec des solutions évaluées et réévaluées. Enfin, indiquez le système de surveillance et de contrôle en place et terminez le DMAIC en apposant votre signature numérique.
by SafetyCultureDownloads: 60+Get - Template
Blank Policy and Procedure Template
This blank policy and procedure template is best for those who want to immediately print the template as a PDF, though it's still recommended to use it in SafetyCulture. With this template, you can do the following: (1) Describe the purpose of the policy and its scope in detail, (2) Draft the initial policy statement and its procedure, (3) List everyone's responsibilities with regards to this policy, and (4) Put your name and contact details in the help section.
by SafetyCultureDownloads: 60+Get - Template
HQS Inspection Form
Use this inspection form to streamline the HQS process from the living room, kitchen, bathroom, other room used for living and halls, all secondary rooms, heating and plumbing, and general health and safety For each standard, select any of the three decisions: "pass", "fail", or inconclusive. If an HQS standard is a fail, specify what repairs are necessary and indicate the date for final approval. If it's a pass, give additional comments, and if it's inconclusive, provide details and indicate the date for final approval as well.
by SafetyCultureDownloads: 60+Get - Template
Modèle de rapport A3
Ce modèle de rapport A3 peut être utilisé pour identifier, analyser et résoudre des problèmes complexes dans un contexte professionnel. Il est généralement utilisé par les managers et les responsables qui cherchent à résoudre les observations, les inefficacités et les ambiguïtés dans les opérations commerciales afin de maximiser la productivité.
by SafetyCultureDownloads: 60+Get - Template
Environmental Fall Assessment
An accidental fall may not only be caused by a patient's medical condition but also by an environmental hazard. This Environmental Fall Assessment tool can be used to evaluate the facilities, equipment, and safety of an aged care center or hospital. Use SafetyCulture and perform Environmental Fall Assessment using mobile devices to thoroughly inspect and maintain cleanliness and orderliness to keep your patients' safe from environmental fall hazards.
by SafetyCultureDownloads: 60+Get - Course
Business Operator
Explore throughout this course how a business operator generates profits consistently in line with company targets. The eight part course guides learners through the ins and outs of running a business smoothly and successfully. If you want to know the exclusive tips successful companies utilise, this course is for you.
by SafetyCultureGet8 LessonsDownloads: 60+ - Template
Request for Quote Template
This RFQ template is ideal for project-based quotations. Procurement officers and purchasing managers can do the following with the request for quote template: 1) Record the details of the requesting company, including name, address, phone, email, and name of contact person, 2) Provide more information on the project, such as who the project lead is, their contact details, project objectives, goals, and background, and 3) Require the vendor to submit their best price for the product or service.
by SafetyCultureDownloads: 60+Get - Template
Change Order Form Template
Use this change order form template for requesting, approving and documenting alterations to the project. This template is divided into three sections intended for: individual submitting the change request, project manager communicating their initial impact analysis of requested change and Change Control Board (CCB) to document final decision.
by SafetyCultureDownloads: 60+Get - Course
A Lesson on Starting a Business
A Lesson on Starting a Business is a free, mobile-first course developed by ACDI/VOCA, designed to guide aspiring entrepreneurs through the fundamentals of launching a business. Spanning five interactive lessons, the course covers essential topics such as business planning, operational strategies, and overcoming common startup challenges. With gamified elements and facilitator guides, it offers an engaging learning experience suitable for both self-learners and group training sessions.
by ACDI/VOCA EMEAGet5 LessonsDownloads: 60+