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.
- Template
Remote Worker Safety Checklist
Keep remote workers safe with a dedicated remote worker safety checklist. This can be used by employers or managers to stay updated on their remote workers' working conditions. Additionally, this can also be used by remote workers themselves to report safety concerns.
by SafetyCultureDownloads: 40+Get - Course
Wellbeing, Trust, and Feedback at Work: Employee Track
Over a third of shift workers want their employer to focus more on wellbeing, and others are seeking a culture with more trust, openness and compassion. Based on research by Deputy, this course has been created to improve the communication between you and your manager. The aim is to help support career development, build trust, and improve feedback.
by DeputyGet4 LessonsDownloads: 40+ - Course
How to Strive to Make Others Succeed
"This course is designed for learners to understand how high-performance managers should strive to make others succeed. The course highlights the most effective methods to help others succeed, as well as evaluating efficient methods to understand the needs of others. Identifying the importance of sharing information and resources is essential to understand the significance of being available to help others. If you're interested in being successful in the workplace, while simultaneously helping others to succeed, this course is for you."
by SafetyCultureGet5 LessonsDownloads: 40+ - Template
Conference Room Booking Template
Meeting and conference organizers can use this conference room booking template to schedule meetings and reserve conference rooms. Provide employee name, staff ID, room to reserve, and a short description of the meeting and conference purpose.
by SafetyCultureDownloads: 40+Get - Course
SC Feature Overview - Pocketbook
It provides a concise summary of the key features and functionalities of the Pocketbook feature in the SC system.
by SafetyCultureGet11 LessonsDownloads: 40+ - Course
SafetyCulture Benutzerhandbuch (Deutsch)
Ihr Leitfaden für die SafetyCulture-App! Machen Sie sich mit den Grundlagen vertraut und navigieren Sie durch die App und die Webversion – von der Anmeldung über die Erstellung von Aktionen bis hin zum Abschluss von Schulungen. Sie lernen zudem die Best Practices für die Durchführung von Inspektionen im Offline-Modus kennen.
by SafetyCultureGet6 LessonsDownloads: 40+ - Template
Sign up Sheet Template
Use this Sign up Sheet Template to record attendance and registrations. This can help track attendance to your event. Use SafetyCulture to generate offline reports and track attendance.
by SafetyCultureDownloads: 40+Get - Collection
Kaizen Tools
Start using proven Kaizen tools and templates to streamline improvement cycles, eliminate waste, and empower teams to drive measurable results across every site.
by SafetyCulture5 itemsDownloads: 40+ 
TemplateZero Defects Plan Implementation Template
This template is to help quality managers with checking the implantation of an organization's zero defects plan. This template is meant for conducting monthly checks by team and individuals, as well as to conduct an analysis for different tasks or processes per team.
by SafetyCultureDownloads: 40+Get- Template
Total Preventative Maintenance (TPM) for a Lathe
Explore this TPM for a lathe inspection checklist template designed to ensure compliance, enhance efficiency and promote safety in your operations.
by SafetyCultureDownloads: 40+Get - Template
Plantilla de auditoría ISO 9001:2015
Audite su Sistema de Gestión de Calidad para verificar el cumplimiento de la norma ISO 9001: 2015. Verifique que su SGC cumpla con los estándares ISO.
by SafetyCultureDownloads: 40+Get - Course
Course 3 - Clinic Emergencies & Outages
Course 3- Clinic Emergencies & Outages: Review this quick guide to ensure you're ready for emergencies in and out of the TLC clinic.
by Texas Litter ControlGet5 LessonsDownloads: 40+ - Course
Mastering Digital Leadership in Online Communities
Do you think you are a natural leader? Effective leadership is critical for the vitality, growth and longevity of online communities. In this course, you will learn the art and science of confidently leading your online community , with a strong sense of purpose while ensuring your own wellbeing.
by Search For Common Ground EMEAGet15 LessonsDownloads: 40+ - Template
Return to Work COVID-19 Health Declaration
This return to work COVID-19 health declaration helps organizations screen employees and contractors before reentry to the workplace. The form captures recent symptoms, diagnosis, close contacts, travel history, and at risk factors, and directs workers to contact supervisors or HR when needed. It outlines self isolation and restricted movement guidance, identifies high risk groups, and includes sign off to confirm accurate information for a safer return.
by Declan Dixon, from the CommunityDownloads: 40+Get - Template
Monitoria de Qualidade de Atendimento 24 horas
Checklist de monitoria de qualidade para centrais de atendimento 24 horas. Avalie dados do atendimento, abertura (cumprimentos, identificação, rapidez), comunicação (atenção, argumentação, cordialidade, cumprimento de procedimentos), conhecimento do produto (agilidade no sistema, entendimento do problema, didática, registro correto) e encerramento (informações completas, confirmação de entendimento, cordialidade). Ideal para padronizar e melhorar a experiência do cliente.
by Denise Caldas, from the CommunityDownloads: 40+Get - Template
KK - 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 CommunityDownloads: 40+Get - Template
Gestion De Recursos Humanos
Adquirir, Mantener Y Motivar Una Fuerza De Trabajo Para La Creación Y Entrega De Servicios De Ti Para El Negocio.
by Juan Sebastian Espinosa Trejos, from the CommunityDownloads: 40+Get - Template
Risk and Priority Matrix Example Template
Use this flexible risk and priority matrix template to score likelihood and consequence from 1 to 5, calculate a risk rating, and set priority based on existing controls. Guide teams to add corrective actions, trigger notifications for high and severe risks, and record final risk and priority ratings with signatures. Suitable for multiple use cases across operations, safety, and project management. Designed as a starting point that you can customize to fit your process and compliance needs.
by Kira Löffler, from the CommunityDownloads: 40+Get - Template
Sales Manager Coaching Assessment
A detailed evaluation framework designed to assess sales managers' performance across multiple key areas. The tool uses a 1-5 rating scale, where 1 indicates 'New to Role' and 5 represents 'Highly Proficient'. It covers crucial aspects including financial performance, prospect management, customer relationships, professional selling skills, product knowledge, industry awareness, and operational systems proficiency. The assessment examines metrics such as sales versus budget, margin performance, CRM usage, customer engagement, selling techniques, and system competencies. This comprehensive evaluation helps identify strengths and areas for improvement, enabling targeted coaching and development for sales managers. The tool includes action planning capabilities and ensures a structured approach to performance management.
by Gareth Jeune, from the CommunityDownloads: 40+Get