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Professional Services
Explore a wide range of customizable Professional Services templates and resources tailored for process management, HR practices, and more. Find solutions to optimize your Professional Services practices and meet industry standards.
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PDCA Template
Use this template in creating a comprehensive step-by-step action plan while implementing the PDCA (Plan-Do-Check-Act) method. This PDCA template contains a general set of details applicable across industries and can be used in different sectors. Fill out specific details needed for each part of the plan, answer all items chronologically according to the PDCA cycle, and include essential information such as the project name, initiator, as well as the location and start date of the plan.
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Building Preventative Maintenance Checklist
Used to perform preventative maintenance to preserve roofing, lighting, HVAC and plumbing of building.
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Focus Group Template for Product Analysis
Use this product-focused checklist when proceeding with the focus group discussion or interview. Gather the participants and list their names. Describe the composition of the group and ensure that (1) the goal of the focus group was defined, (2) all information will remain confidential and (3) respondents introduce themselves to each other before the main event. For the main activity, ensure that you use essential questions which will help probe and capture respondents authentic and natural responses. By the use of SafetyCulture, you can modify the questions to be specific to the topic that you want to use for your focus group.
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Crisis Management Plan Template
A crisis management plan template is used by managers, supervisors, and executives in an organization to outline contingency plans in maintaining functionality and safety for its stakeholders when a crisis occurs.
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Workplace Incident Report Form
A workplace incident report form is a tool used by any staff to record incidents that caused injuries within the workplace. Indicate the individuals involved and the injuries sustained. Using this checklist can also document workplace violence and be helpful in compensation, insurance claims, and court cases.
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Management Audit Checklist
A Maintenance Audit Checklist is used to ensure that management systems and processes are effectively addressing the objectives and goals of the business or company. This template can be used by compliance teams or audit managers to record and report any act of non-conformances or misconduct. The template has been built to guide the inspector to perform the following: Talk to managers and evaluate the effectiveness of the administrative controls in place Take note of any defect or irregularities in the processes being done Assign actions to responsible teams concerning urgent issues that may arise during the audit Complete the inspection with a digital signature and timestamp to validate audit
Downloads: 781Get - Templateby SafetyCulture
Vehicle Accident Report
Vehicular accidents inevitably occur anytime and anywhere. Use this vehicle accident report to generate summary of a vehicle accident. This can be used to identify the root cause of the accident, document physical damages of vehicle, and record witness statements. Capture photo evidence of the injury and environment and track the exact location of the accident being reported.
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Annual Car Service Checklist
Use this full car service checklist to inspect: -Seatbelt operation and mirror condition -Antifreeze strength and radiator condition -Auxiliary drive belts condition and tension -Brake disks, pipes, hoses, and calipers -Drive shaft gaiters and exhaust condition
Downloads: 742Get - Templateby SafetyCulture
General Gap Analysis Template
This general gap analysis template converted using SafetyCulture can be used to evaluate the employee's current performance and identify target goals. Assess the areas for improvement and create action plans on how to achieve these goals. With SafetyCulture's action feature you can easily assign corrective actions to the evaluated employee or other team members. Set the priority level to close the gap and include target dates.
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Comprehensive Supplier Audit
This comprehensive audit checklist is used to ensure that the supplier's quality management system (QMS) meets business requirements and standards. This template can be used by suppliers to document and report any non-compliance to quality standards. The template has 99 items and been built to guide the inspector to perform the following: Conduct a site walkthrough in the warehouse or production. Use this template as a guide to identify any risk detected. Assign actions to responsible teams concerning urgent issues that may arise during the audit. Complete the inspection with a digital signature and timestamp to validate audit.
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Condition Survey Template (Residential)
Use this condition survey template to assess different areas of the residential premises, and evaluate its functionality.
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Management of Change Form Template
A management of change form needs to be signed by all signatories to confirm approval of change/s being implemented. It also contains a list which confirms documentation of changes.
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General Appraisal Form
This comprehensive General Appraisal Form can be used to conduct the annual performance evaluation of an employee. This template includes details of the staff member being appraised, rating scores for performance assessment (position expertise, leadership, supervision, productivity, soft and interpersonal skills and behavior), training and development plans, and incidents happened within the year. You may also include detailed comments on the performance of your employee. Provide an overall performance score and affix the digital signatures of both the appraiser and appraisee to verify completion of the appraisal.
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Emergency Response Plan Template
Download and use this free emergency response plan template to ensure that every aspect of your ERP is accounted for. By filling in key details to create an optimized ERP for your organization, leverage this straightforward template to improve the way you respond to unprecedented situations that may arise in the workplace.
Downloads: 695Get - Templateby SafetyCulture
Employee Offboarding Checklist
This checklist provides the steps the supervisor/manager and the employee need to complete in order to allow the employee to officially exit from the department.
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Display Screen Equipment (DSE) Assessment Form Template
The DSE workstation assessment form can be used by employers who need to comply with the Health and Safety (Display Screen Equipment) Regulations 1992. It lists risk factors in six areas, with "yes/no" tick boxes: keyboards, mouse and trackball, display screens, software, furniture, and work environment. It also lists issues to consider and provides a space to record planned action. This template is based on the Health and Safety Executive Northern Island's (HSENI) DSE Workstation Assessment Checklist.
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SOX Compliance Checklist
A SOX compliance checklist is used by the management team of publicly-traded companies to evaluate their compliance with the Sarbanes-Oxley Act and improve areas where potential noncompliance can occur. Use this checklist as a practical application of Section 404: Management Assessment of Internal Controls because it seems to cause the most difficulties for compliance.
Downloads: 645Get - Templateby SafetyCulture
New Hire Training Evaluation Form
This Training Evaluation Form - New Hire can be used by trainers to record observations on new employees during training and evaluate how well employees performed according to a given metric or key performance indicator. Use SafetyCulture to record observations and recommendations and use Analytics to observe progress of employee performance.
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Fire Investigation Report
Use this fire investigation report to create a summary of a fire incident. This template can be used through a collaboration with the investigative team to know the root cause of fire, whether it is accidental or criminal, describe factors and problems that may contribute to it, document interviews from the witnesses and completing the report by writing recommendations and detailing evidences through pictures.
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OSHA Ergonomic Computer Workstation Checklist
Office workers who spend long hours seated at a desk and working on a computer have a high-risk of acquiring ergonomic strains and other injuries. These result from repetitive movements, sitting in awkward positions, straining neck, and static postures. Use this OSHA Computer Workstation template to promote neutral postures, comfortable seating, right lighting level, and proper positioning of computer devices.
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Condition Survey Template (Commercial)
Use this condition survey template to assess a property's physical condition, identify structural flaws, and provide recommendations.
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Waste Audit Checklist
Use this waste audit checklist to ensure an effective waste audit process for the organization. Use this to: determine the readiness of the waste audit team, prepare equipment needed during the audit, guide the team during sorting of waste, and come up with action plans.
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Hazard Report Form
Use this hazard report form to: - Keep track of when and where the hazard was reported - Describe the hazard using text, images, and annotations - Determine the seriousness of the injury and the medical attention required - Create a corrective action plan to minimize hazard risk - Implement control measures for accident prevention
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BSCI Audit Checklist
This BSCI audit checklist is used in assessing the ethical and social policies, regulations, and operational procedures of an organization.
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