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.
TemplateKK - Work from home wellness checklist
A structured daily wellness checklist designed specifically for remote workers to maintain a healthy work-life balance. The checklist covers essential aspects of a productive work-from-home routine, including morning preparation, desk setup, regular breaks, and social connections. It helps users track important wellness activities throughout their workday, from maintaining proper hydration to ensuring regular outdoor breaks. The template includes sections for morning routines, lunch breaks, afternoon activities, and end-of-day wrap-up, emphasizing both physical and mental well-being. Special attention is given to maintaining professional standards while working remotely, including proper attire for video calls and scheduled breaks for fresh air. The checklist also encourages social connection by tracking both virtual and in-person interactions with colleagues and loved ones.
by Katrina Keyes, from the CommunityGetDownloads: 30- Template
Hot work - Critical Process Confirmation
To confirm that all appropriate precautions are taken before and during Hot Work activities to prevent the possibility of fire or explosion which may result in harm to persons or property.
by Rob Feasey, from the CommunityGetDownloads: 30 - Template
Regional Meeting Action points
A detailed documentation of action items from a regional business meeting, outlining key tasks and responsibilities across multiple departments. The document covers various operational areas including OTC (Over The Counter) initiatives, PSI (Pharmacy Services Initiative) actions, HR responsibilities, and general business operations. Key highlights include the GP advantage project implementation, pharmacy service improvements, HR training initiatives like 'Leading Everyday' sessions, and compliance requirements. The meeting notes specify clear deadlines, assigned personnel for each task, and follow-up actions from previous meetings. Special focus is placed on pharmacy operations, staff development, and regulatory compliance, with specific attention to SCR (Summary Care Record) access and right-to-work documentation requirements.
by Andrea Roberts, from the CommunityGetDownloads: 30 - Template
Staff Evaluation Form
A detailed employee performance evaluation framework designed to assess various aspects of workplace performance. The system evaluates 11 key areas including job knowledge, service orientation, communication skills, initiative, organization, work quality, habits, decision making, composure, leadership, and coaching abilities. Each category is rated on a five-point scale from Unsatisfactory to Exceptional, with clear performance criteria for each level. The evaluation includes both technical and soft skills assessment, providing a comprehensive view of employee performance. The system uses a numerical scoring method (0-200) to determine overall performance ratings, with specific benchmarks for each performance level. This structured approach ensures consistent and fair evaluation across all employees while identifying areas for development and recognizing exceptional performance.
by Veselin Poturica, from the CommunityGetDownloads: 30 - Template
NEWTONS MANAGERS ASSESSMENT OF PARTNERS
Performance appraisal gives us the opportunity to review how we are all going in pursuit of our firm-wide goals. Self-assessment gives you the opportunity to review your performance and prepare some thoughts and feedback before your meeting with your manager. Please be open and constructive. We can only achieve our goals effectively when we work together.
by THELMA OERTEL, from the CommunityGetDownloads: 30 - Template
Bartush Work Order Form
A basic template based on what you would fill out on a work order sheet.
by Leah Evert, from the CommunityGetDownloads: 30 - Template
Time Sheet For Additional Hours
Form for employees to submit hours to management not charged to a customer
by Jake Deitrich, from the CommunityGetDownloads: 30 - Template
New York Reopening - NY Forward Safety Plan Template
New York-based businesses or entities can use this Safety Plan template, based from New York Forward, to outline how their workplaces will implement measures to prevent the spread of COVID-19. Use this template to plan for safe reopening, document evidence of compliance through photos and notes, and enable digital sign-offs for approval. As per the New York City government, this plan does not need to be submitted to a state agency for approval but must be retained on the premises of the business and must made available to the New York State Department of Health (DOH) or local health or safety authorities in the event of an inspection.
by SafetyCultureGetDownloads: 20 - 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 SafetyCultureGetDownloads: 20 - Template
Business Resumption Plan Template Checklist for Retail Stores
This business resumption plan for retail stores can help retail chain operators put measures in place to ensure the safe reopening of their stores. Use this customizable template to help managers inspect store facilities, take photo evidences of completed actions, and assign tasks to store personnel.
by SafetyCultureGetDownloads: 20 - Template
Patrol Evaluation Checklist
A patrol evaluation checklist is used by unit leaders to evaluate the performance of a patrol officer. It helps to assess if the critical patrolling steps, techniques, and procedures were followed and applied at the workplace.
by SafetyCultureGetDownloads: 20 - Template
Vorlage für eine allgemeine Bedarfsanalyse
Verwenden Sie diese Vorlage zur Bedarfsanalyse während des Projektplanungsprozesses, um dem Team ein besseres Verständnis der wirtschaftlichen, sozialen und umweltbezogenen Faktoren zu vermitteln, die sich auf das Projektergebnis auswirken können. Diese Vorlage ist speziell auf Projekte von gemeinnützigen Organisationen ausgerichtet, kann aber an die Bedürfnisse verschiedener Organisationen angepasst werden.
by SafetyCultureGetDownloads: 20 - Template
Formulaire de coaching des employés
Ce formulaire d'accompagnement individuel d'un employé vous permet d'effectuer un accompagnement avec vos subordonnés directs, de documenter les zones de préoccupation ou les observations et de noter les actions convenues. Vous pouvez sélectionner la ou les préoccupations possibles dans la liste déroulante et fournir des notes pour la description. Terminez le coaching avec la signature de l'employé et du responsable ou du manager. Utilisez SafetyCulture pour transmettre des modèles de coaching à d'autres responsables et limiter l'accès et les autorisations de modification si nécessaire.
by SafetyCultureGetDownloads: 20