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.
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ESP -Prevención del acoso en EE.UU. (Empleados)
Este curso esencial de 45 minutos para empleados cumple con los requisitos legales de acoso sexual en la mayoría de los estados de EE. UU., incluyendo Nueva York (estado y ciudad), Delaware, Illinois, Maine, Massachusetts, Washington y Rhode Island. Creado en colaboración con el bufete Polsinelli, el curso ayuda a los empleados a comprender el comportamiento esperado para fomentar un ambiente de trabajo respetuoso y libre de acoso. Consta de 10 lecciones breves que pueden completarse desde cualquier dispositivo, garantizando accesibilidad y cumplimiento legal. Descargo de responsabilidad: este material no constituye asesoría legal, consulte a un abogado para su situación específica.
by PolsinelliGet10 LessonsDownloads: 30+ - Template
General NPS Survey Template
Use this NPS survey template to let customers rate a product or service. Its slider fields are set on a 0-10 scaling system, with 0 being the lowest and 10 being the highest satisfaction score. It also collects customer feedback and demographic information for market research, product improvement, and similar purposes.
by SafetyCultureDownloads: 30+Get - Template
Social Media Policies and Procedures Template
This policies and procedures template for social media is helpful for companies that allow their employees to mention the company name or refer to the company in their social media and online posts.
by SafetyCultureDownloads: 30+Get 
TemplateAccident Recording and RIDDOR Reporting Checklist
This checklist supports compliant accident recording and RIDDOR reporting, aligned with Aviva’s Loss Prevention Standard. It covers maintaining suitable accident books, ensuring GDPR confidentiality, investigating incidents by competent persons, acting on learnings, and completing trend analysis. It also guides reviewing risk assessments after incidents, notifying the Responsible Person, investigating reportable events, communicating findings, and keeping records suitable for HSE requests. Intended as a practical aid, not a substitute for professional advice.
by SafetyCultureDownloads: 30+Get- Template
Volunteer Sign up Sheet Template
Use this Volunteer Sign in Sheet Template to track volunteer attendance. This can help record information such as activity or job, and volunteer's name and contact information. Use SafetyCulture to generate offline reports and track volunteer attendance.
by SafetyCultureDownloads: 30+Get - Template
Modelo de relatório A3
Este modelo de relatório A3 pode ser usado para identificar, analisar e resolver problemas complexos em um ambiente empresarial. É normalmente usado por gerentes e supervisores que buscam erradicar problemas, ineficiências e ambiguidades nas operações comerciais, a fim de maximizar a produtividade.
by SafetyCultureDownloads: 30+Get - Template
COVID-19 Office Safety for Offices and Contact Centres
UK Government guidance for operating offices, contact centres and similar indoor workplaces safely during COVID-19. It covers risk assessments, social distancing, ventilation, cleaning and hygiene, managing visitors, shift patterns, meetings, common areas, PPE and face coverings, Test and Trace record keeping, and handling suspected cases. It includes considerations for vulnerable groups, mental health, communication and training, and procedures for outbreaks, travel, canteens, and goods handling. Updated 17 May 2021.
by SafetyCultureDownloads: 30+Get - Template
Price Quote Template
Procurement officers and purchasing managers can use this RFQ template to request quotes for bulk orders of products. Vendors can also use the price quote template to note the requesting company customer ID if applicable, specify a quote validity date for limited time offers or bids, and add the item or product code if applicable, the minimum or maximum quantity for the unit price, and the extended price for each item.
by SafetyCultureDownloads: 30+Get - Template
Weighted Decision Matrix Template
Project teams can use this decision matrix template to assess their options against quantifiable benchmarks. This template is highly customizable for various applications, including project proposals, business strategies, product selections, and similar processes. Streamline your decision-making process using this template.
by SafetyCultureDownloads: 30+Get - Course
How to Create Resume that Beats ATS - Team 16
The How to Create a Resume That Beats ATS – Team 16 course is designed to help job seekers craft resumes that effectively navigate Applicant Tracking Systems (ATS). Through four concise lessons, learners will understand how ATS works, define key elements of an ATS-friendly resume, and explore tools like Jobscan to optimize their resumes. The course concludes with a quiz to reinforce learning. Delivered in a mobile-first, gamified format, this course offers an engaging and flexible learning experience, ideal for professionals aiming to enhance their resume's performance in the hiring process.
by SafetyCultureGet4 LessonsDownloads: 30+ - Template
6 Thinking Hats Template
This free 6 thinking hats template (individual sections) lets you "wear" the thinking hats based on what you only need during a specific meeting or session. This is best used when you identify opportunities that you haven't tapped during the initial session conducted, letting you further probe ideas or problems in-depth by focusing on just one or more thinking hats. Simply choose the color of hat/s you'll be wearing during the meeting, and answer the guide questions.
by SafetyCultureDownloads: 30+Get - Template
Operational Risk Assessment Template
Use this operational risk assessment template to capture hazards by job step, evaluate intrinsic risk (consequence and likelihood), document existing controls, and calculate residual risk. Record risk IDs, outcomes, and scores, define future planned controls, and determine acceptability of risk. Includes evaluation and sign-off, WHS risk register updates, and communication to relevant teams to ensure ongoing monitoring and action tracking.
by SafetyCultureDownloads: 30+Get - Template
COVID Risk Assessment: Workplace Readiness Checklist
This COVID Risk Assessment Tool helps organizations evaluate workplace readiness using CDC’s Restart Readiness guidance. It covers preventing transmission among employees, maintaining healthy business operations, and sustaining a healthy work environment. Key actions include screening, sick-leave policies, social distancing, ventilation improvements, cleaning and disinfection, PPE use, communications, and response plans for suspected or confirmed cases. Suitable for any industry resuming or continuing onsite work, it supports continuity planning, hazard assessment, and safe operations.
by SafetyCultureDownloads: 30+Get - Course
Clyde & Co - Sexual Harassment in the Workplace (AU)
Clyde & Co is a global law firm providing a complete service to clients in its core sectors of insurance, transport, energy, infrastructure, trade, and commodities.
by Clyde&CoGet9 LessonsDownloads: 30+ - Template
Equipment Inspection Form For Entrepreneurs
Use this equipment inspection form to provide a safe work environment for employees. Make sure that equipment is operable by looking at equipment maintenance records. Identify safety risks such as leaks, exhaust, and hazardous substances. Inspect electrical plugs, sockets, and switches. Check if there is adequate ventilation and space for employees. Ask for employee feedback by sending the equipment inspection forms with the SafetyCulture app.
by SafetyCultureDownloads: 30+Get - Template
Modèle d'analyse des lacunes
Ce modèle général de l'analyse des lacunes converti à l'aide d'SafetyCulture peut être utilisé pour évaluer les performances actuelles de l'employé et identifier les objectifs à atteindre. Évaluez les domaines à améliorer et créez des plans d'action sur la façon d'atteindre ces objectifs. Grâce à la fonction d'action d'SafetyCulture, vous pouvez facilement attribuer des actions correctives à l'employé évalué ou à d'autres membres de l'équipe. Paramétrez le niveau de priorité pour combler l'écart et incluez des dates cibles.
by SafetyCultureDownloads: 30+Get - Course
Brand identity design for coaches
The Brand Identity Design for Coaches course offers a concise introduction to creating a compelling brand identity tailored for coaching professionals. Through this microlearning module, learners will explore foundational concepts such as defining brand values, understanding target audiences, and designing visual elements that resonate with clients. The course emphasizes the importance of authenticity and consistency in branding, providing practical insights to help coaches establish a strong and recognizable presence in their field. Delivered in a mobile-first, gamified format, the course ensures an engaging and flexible learning experience that can be accessed anytime, anywhere.
by SafetyCultureGet1 LessonDownloads: 30+ - Course
Wellbeing, Trust, and Feedback at Work: Manager Track
Over a third of shift workers want their employer to focus more on well-being, 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 staff. The aim is to help support career development, build trust, and improve feedback.
by DeputyGet4 LessonsDownloads: 30+ - Course
Pipeline Management for Inbound Sales
Learn how to build, manage, and optimize your inbound sales pipeline with this microlearning course from SafetyCulture. Designed for sales professionals, the course covers key strategies for attracting quality leads, prioritizing opportunities, and using pipeline metrics to drive performance. Learners will also discover best practices for cleaning up and maintaining a healthy sales pipeline. Delivered in a mobile-first format, the course is interactive, customizable, and ideal for teams looking to improve conversion rates and streamline their sales process.
by SafetyCultureGet4 LessonsDownloads: 30+ - Course
Boosting Member Engagement in Online Communities
Do you ever feel like you're the only person posting on your group? Building a vibrant online community is a complex and time-consuming job! In this course on, you will learn useful skills to measure and increase member engagement in your online group to create rich and meaningful interactions.
by Search For Common Ground EMEAGet14 LessonsDownloads: 30+ - Template
Holmes Place Germany Fhm Sales Report Version 1,2 German
Measuring All Things Sales Related In Our German Clubs.
by Adam Heaven, from the CommunityDownloads: 30+Get - Template
ISO 17025 2017 Compliance Assessment Checklist
This ISO 17025 2017 compliance checklist helps testing and calibration laboratories review readiness for accreditation. It covers impartiality, confidentiality, structure and leadership, personnel competence, facilities and environmental conditions, equipment control and calibration, metrological traceability, selection and validation of methods, sampling, handling of items, technical records, measurement uncertainty, quality control and proficiency checks, reporting of results, complaints and nonconforming work, data and information management, internal audits, corrective actions, and management review.
by Muhammad Irshad, from the CommunityDownloads: 30+Get - Template
Company Vehicles Policy
This company vehicles policy outlines who is covered and the rules for using company cars and personal vehicles for business. It covers licence and insurance requirements, reporting offences and incidents, safe driving standards, seatbelt and mobile phone rules, alcohol and drug prohibitions, journey planning and breaks, passenger and authorization controls, security and documentation, fines and charge zones, maintenance and servicing, repairs and replacements, personal use and fuel, overseas travel, third party drivers, mileage records, and end of employment returns. It also sets expectations for business insurance and MOT when using a personal vehicle.
by SMS Shoalbuster, from the CommunityDownloads: 30+Get