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.
TemplateWestway Services Discussion Form
SafetyCulture template for discussion forms. Record to be kept and sent to HR. 07469392000
by Iain Sophie, from the CommunityDownloads: 60+Get- Template
NEWTONS STAFF ASSESSMENT OF NEWTONS
The purpose and objective of this document is to enable employees (all levels) to evaluate the culture of quality within the firm and the example set by partners.
by THELMA OERTEL, from the CommunityDownloads: 60+Get - Template
NEWTONS Jan Lubbe Service Excellence Award
Recognize exceptional performance at NEWTONS with the Jan Lubbe Service Excellence Award. Use this nomination form to review criteria and score candidates on initiative, professionalism, leadership, collaboration, and support for colleagues. Submit your nomination to honor team members who exemplify Newtons values and consistently exceed expectations.
by THELMA OERTEL, from the CommunityDownloads: 60+Get - Template
Office Safety Inspection Checklist
This office safety inspection checklist helps supervisors and administrators review critical workplace safety elements. It covers administrative requirements such as safety plans, bulletin boards with OSHA posters and emergency numbers, training records, and inspection reports. It also includes checks for MSDS availability, emergency operations planning, and employee instruction. General workplace safety items address clear exits, fire doors, lighting, rugs and mats, and ceiling tiles. Electrical safety focuses on proper use of extension cords and outlet strips, panel access, and cover plates. Equipment and environment checks include safe use of heaters and fans, as well as bracing and securing tall furniture and shelving. Use this checklist to streamline inspections, support compliance, and reduce office hazards.
by Deb Stuber, from the CommunityDownloads: 60+Get - Template
Procurement Audit Checklist
Use this procurement audit checklist to manage Expressions of Interest and RFx from planning through evaluation. It covers conflict of interest controls, probity plans, evaluation criteria and weightings, scope and tender documentation, deadlines and lodgement details, addenda handling, briefings, and pricing requirements. Guidance includes forming a Tender Evaluation Committee, recalculating scores, documenting nonconformances, confirming legal entities, and completing recommendation reports and minutes in line with council regulations.
by Kristopher Wozniak, from the CommunityDownloads: 60+Get - Template
Integrated Internal ISO Audit Checklist
This integrated internal audit checklist supports ISO 9001, ISO 14001, and ISO 45001 management systems. It guides competent auditors through context, leadership, planning, support, operations, and emergency preparedness, as well as design and development, control of external providers, production and service provision, release, and nonconformities. It also covers performance evaluation, customer satisfaction, legal compliance, audit scheduling, and management review, concluding with continual improvement and corrective actions. Use it to capture evidence, determine nonconformance levels, and record actions for continual improvement.
by Tiffany Argent, from the CommunityDownloads: 60+Get - Template
Professional Security Authentication of Documents v6
To be used at interview stage to say we have seen the original documents
by Wayne Brown, from the CommunityDownloads: 60+Get - Template
Real Estate Buyer Agent Checklist
Also called a buyer agent contract-to-close checklist, this real estate checklist is used by buyer's agents or selling agents at the last stages of acquiring a property. At this stage in acquiring a property, terms have been agreed upon by all concerned parties and the buyer's agent, along with the seller's agent, is finalizing the deal.
by SafetyCultureDownloads: 50+Get - Course
SafetyCulture Platform Features
Learn how SC Training, the mobile-first platform built for teams on the go, makes training simple and engaging. Use its tools to work with your team and keep learning continuous in one platform. By the end of this course, you’ll be ready to access and complete training programs that stick.
by SafetyCultureGet3 LessonsDownloads: 50+ - Template
Disaster Preparedness Checklist for Typhoon
Use this disaster preparedness checklist for typhoon to become familiar with what to do when a typhoon, hurricane, or cyclone hits. Prepare for such an event by doing the following: 1) Be familiar with alert levels in your area (e.g., hurricane watch vs hurricane warning), 2) Install a generator for power outages, 3) Cover all windows with storm shutters, 4) Bring in anything that can be picked up by the wind, and 5) Be aware that while it's generally recommended to go to lower ground when a typhoon occurs, going to a higher ground may also be necessary if there is flooding.
by SafetyCultureDownloads: 50+Get - Template
Employer Checklist for Outdoor and Indoor Heat-Related Injury and Illness Prevention
OSHA has developed this checklist to help employers identify potential sources of heat hazards in their workplaces and develop a plan to address and respond to these hazards.
by SafetyCultureDownloads: 50+Get - Template
Contract Risk Assessment Checklist
Business owners, legal professionals, and business partnership teams can use this contract risk assessment checklist to identify common risks in business contracts. With this checklist, you can spot financial, regulatory, performance, and security risks and document them for further discussion.
by SafetyCultureDownloads: 50+Get - Template
Real Estate Seller Checklist
Seller's agents or listing agents can use this real estate seller checklist to help the seller finalize all responsibilities in selling the property. In coordination with the buyer's agents or selling agents, the seller's agent will remit the option check to the seller, schedule the closing time with the title company, and attend the closing.
by SafetyCultureDownloads: 50+Get - Template
Before Car Service Checklist
Use this car service checklist to: - Prepare for car service - Check your toolbox - Assess your safety
by SafetyCultureDownloads: 50+Get - Template
Ordre de travail
Un modèle de bon de travail est utilisé pour documenter et communiquer les demandes de travail, et autoriser les techniciens sur le terrain à effectuer le travail. Ce modèle peut être utilisé pour assurer le suivi du type de travail nécessaire, des ressources requises et des coûts pour terminer un projet ou une demande. Utilisez ce modèle de bon de travail en suivant les étapes suivantes : décrivez le bon de travail ou la demande ; cocumentez toutes les informations nécessaires telles que le nom, l'adresse et les coordonnées ; dressez la liste de toutes les tâches à accomplir pour répondre à la demande (main-d'œuvre, matériaux et coûts) ; attribuez les tâches aux techniciens sur le terrain avant de les envoyer ; et validez le bon de travail en obtenant la signature électronique du client avant de commencer le travail.
by SafetyCultureDownloads: 50+Get - Course
How to Create, Spot and Take Opportunities
This 'Create, Spot and Take Opportunities' course will effectively inform you on how to understand and seize opportunities as a leader. The two-part course provides tactics to shake up the complacency of success, including the movement of managers and the introduction of consultants. If you're interested in understanding how to make the most of opportunities that arise, this course is for you.
by SafetyCultureGet2 LessonsDownloads: 50+ - Template
Signature Register/Signature Log Template
Record the signatures of employees, contractors, suppliers, and other people working with or in the company. No need to set up in-person meetings just to get their signatures. Simply give them "Inspection access" to the template and they can digitally sign from wherever they are, whenever. Get as many signatures as needed. Once all of the required signatures have been added, you can save the generated Web or PDF report and readily check if document signatures match the ones recorded in the register.
by SafetyCultureDownloads: 50+Get - Template
Disaster Preparedness Checklist for Earthquake
The Disaster Preparedness Checklist for Earthquake by SafetyCulture helps individuals and organizations prepare for earthquakes. It includes steps for immediate safety actions during an earthquake, preparation tips like securing heavy objects and creating evacuation plans, and assembling an earthquake preparedness kit with essentials like water, non-perishable food, and signaling devices.
by SafetyCultureDownloads: 50+Get