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
Safety Documents Template
This Safety Documents template serves as a master form to organize safety audits and reporting across projects and sites. Record key details such as document number, audit title, client or site, dates conducted, preparer, locations, personnel, and project identifiers. Use it to standardize documentation, improve traceability, and keep essential safety information consistent for reviews and compliance. Templates from the SafetyCulture Public Library are examples and should be validated for your specific use case.
by Poojan Modi, from the CommunityDownloads: 30+Get - Template
Task Debrief Checklist 2023
Use this Task Debrief 2023 checklist to review a completed job and capture lessons learned. Record task details and location, assess planning and available resources, evaluate workforce competency, note delays or deficiencies, and document what worked well and improvements to share with the project team. Helps standardize post-task reviews and supports continuous improvement across teams.
by M B, from the CommunityDownloads: 30+Get - Template
Cubic Defence Australia - Annual - November 2013
ISO 9001:2008 Quality Management System Internal Audit
by Greig Terry, from the CommunityDownloads: 30+Get - Template
Accueil sécurité du nouvel arrivant
Cette fiche d’accueil sécurité pour nouvel arrivant permet de formaliser, avant l’affectation au poste, l’information donnée au salarié sur la prévention des risques et les règles de sécurité. Elle couvre l’identification du salarié, la remise des EPI (vêtements HV, casque, protections, gants, chaussures), la présentation des politiques et registres SST, les conduites à tenir en cas d’accident ou d’incendie, ainsi que les formations suivies (SST, CACES, habilitations électriques, incendie, PRAP, AIPR, travail en hauteur, HACCP, bruit, produits chimiques). Le modèle inclut aussi la liste des documents remis (livret d’accueil, fiche de poste, règlement intérieur, DU, consignes), l’accompagnement tutoré et les signatures du chargé d’accueil, du salarié et du tuteur.
by Morgan Detoisien, from the CommunityDownloads: 30+Get - Template
Obblighi dei lavoratori D. Lgs. 81/08
Questo contenuto riassume i principali obblighi dei lavoratori previsti dal D. Lgs. 81/08: prendersi cura della propria e altrui sicurezza, rispettare istruzioni e procedure, usare correttamente attrezzature e DPI, segnalare pericoli e partecipare alla formazione. Descrive i diritti in caso di pericolo grave e immediato, il ruolo del Rappresentante dei Lavoratori per la Sicurezza (RLS) a livello aziendale, territoriale e di sito produttivo, le sue attribuzioni e le attività degli organismi paritetici e del Fondo INAIL a sostegno di PMI e rappresentanze. Include anche gli obblighi specifici sull’uso e la manutenzione dei DPI e sulle procedure di riconsegna.
by mauro sgarra, from the CommunityDownloads: 30+Get - Template
Informe de gestión de Seguridad Privada
Esta plantilla de informe de gestión está diseñada para supervisores de vigilancia y seguridad privada. Incluye secciones para registrar lugar de los hechos, fecha, autor, destinatario del informe, solicitante y ubicación. Permite describir los hechos con detalle, adjuntar evidencia fotográfica y resumir actividades, resultados y recomendaciones propias del cargo. Ayuda a estandarizar la documentación operativa, mejorar la trazabilidad de incidentes y comunicar de forma clara y precisa la gestión realizada en turnos y periodos definidos.
by Coordinador HSE, from the CommunityDownloads: 30+Get - Template
Ongevallenrapport sjabloon
Dit ongevallenrapport is een praktisch sjabloon om incidenten op de werkplek consequent te registreren en af te handelen. Het omvat velden voor slachtoffer- en projectgegevens, plaats en datum van het ongeval, letsellocaties, EHBO of ziekenhuisopname, en eventuele materiële schade. Beschrijf het ongeval, het werk dat werd uitgevoerd en de toedracht volgens leidinggevende en betrokkene. Analyseer directe en indirecte oorzaken zoals onvoldoende instructie, toezicht of onjuiste werkmethode. Leg meldingen vast aan loonadministratie, Inspectie SZW en verzekering. Werk met verbetervoorstellen, technische maatregelen en definitieve besluiten om herhaling te voorkomen en de veiligheid structureel te verbeteren.
by Jos Cousin, from the CommunityDownloads: 30+Get - Template
Fire Department Incident Report
This Fire Department Incident Report template helps emergency services document key details of an incident, including date and time, address, incident type, units and stations responding, personnel on scene, and actions taken such as extinguish, extricate, and ventilate. It captures resources used like water sources and estimated gallons, mutual aid given or received, command, insurance, estimated damages, exact location, injuries or fatalities, and supporting comments. Use it to standardize reporting for structure, vehicle, and wildland fires, alarms, accidents, training, and mutual aid events.
by Harley Giesbrecht, from the CommunityDownloads: 30+Get - 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 CommunityDownloads: 30+Get - Template
Self Audit: Staff Training Files Checklist
This self-audit checklist helps teams review staff training files for compliance and quality. It covers reviewing previous audits and actions, the secure storage and accessibility of training files, and clear identification of staff files, including airline-specific organization where relevant. It guides checks on file structure by airline or company, proper ordering of modules, and inclusion of required checklists. It verifies assessment details, signatures, dates, accuracy, and filing against requirements, and flags any discrepancies with digital records. The checklist also prompts for observations, areas for improvement, and a sign-off section for accountability.
by Bevan Johnson, from the CommunityDownloads: 30+Get - Template
Axis Media Consent Form Template
Use this Axis Media Consent Form template to record clear, written permission for photography and video. The model release outlines consent for licensing images and footage for advertising, promotion, marketing and packaging, and notes that rights to the media belong to Axis Europe. The form captures printed name, contact number, date, current location, optional headshot and signature, helping teams document lawful consent and manage personal data responsibly for media use. Ideal for production, marketing and communications teams needing a concise, reusable model release workflow.
by Kitty Wong, from the CommunityDownloads: 30+Get - Template
Auditoría 5S para Oficinas DIA Argentina
Esta plantilla de auditoría 5S para oficinas de DIA Argentina ayuda a evaluar y mejorar el orden y la eficiencia en espacios administrativos. Cubre los cinco pilares 5S: clasificar, ordenar, limpiar, estandarizar y disciplina. Incluye verificaciones de escritorios, archivos y documentación, gestión de cables y pasillos despejados, estado de bunners, folletos y exhibidores, limpieza de equipos y luminarias, y condiciones de baños y señalización. Considera uniformes y aseo del personal, estado del equipo de oficina, preparación de equipos de seguridad y rutas de evacuación, cumplimiento de horarios y almacenamiento al finalizar la jornada. Promueve revisiones periódicas con checklist, seguimiento de pendientes y acciones correctivas con evidencias para sostener la mejora continua.
by Eliana Belén Tastaca, from the CommunityDownloads: 30+Get - Template
Sslaca I-01 Inspección General De Condiciones De Trabajo Y Detección De Riesgos Laborales
Evaluación De Riesgos Y Condiciones De Trabajo
by hector colls, from the CommunityDownloads: 30+Get - Template
Dog Attack Investigation Checklist
Use this Dog Attack Investigation checklist by Leichhardt Rangers to document incidents involving people or animals. Capture victim and injured animal details, injuries, location, witness statements, and descriptions of the attacking dog. Record owner information, registration status, and evidence such as photos. Support council compliance, public safety reporting, and follow-up actions including notices and orders.
by Michael Davies, from the CommunityDownloads: 30+Get - Template
Formulier Functioneren - HR Beoordelingsformulier
Dit Formulier Functioneren is een praktisch HR-beoordelingsformulier om het functioneren van medewerkers gestructureerd vast te leggen. Het sjabloon bevat beoordelingsonderdelen voor kennis, kwaliteit, nauwkeurigheid, productiviteit, persoonlijke inzet en houding, zelfstandigheid en leergierigheid, samenwerking in het team en klantgerichtheid richting projectleiders en klanten. Met een 1-5 score per onderdeel, een totaalscore-indicatie, ruimte voor kwaliteiten en aandachtspunten, opmerkingen en handtekeningen van monteur en beoordelaar (Aditech), ondersteunt dit document evaluatie- en voortgangsgesprekken.
by Robbie Klein Heerenbrink, from the CommunityDownloads: 30+Get - Template
Encuesta de Satisfacción del Cliente
Utiliza esta plantilla de encuesta de satisfacción del cliente para medir la experiencia de tus clientes tras un servicio o proyecto. Incluye valoración de 0 a 4 para rapidez de respuesta a solicitudes y ofertas, cumplimiento de plazos y calidad de la intervención del personal técnico. Integra también una pregunta NPS de 0 a 10 para conocer la probabilidad de recomendación, así como campos para comentarios, acciones inmediatas y registro de acciones correctivas o preventivas. Captura datos del cliente como número de obra, departamento, fecha y firma. Personaliza las preguntas según tu sector y comparte fácilmente para recopilar feedback accionable.
by Sandra Masriera, from the CommunityDownloads: 30+Get - Template
Parks Drilling Company Employee Evaluation
This employee performance evaluation template for Parks Drilling Company helps supervisors document employee information, review core competencies, and rate performance across job knowledge, work quality, attendance and punctuality, initiative, communication and listening skills, and dependability. It includes sections for overall evaluation and additional comments. Designed for field operations like drilling and construction but adaptable to any industry, it can be customized to align with your HR process. Use it to standardize reviews, provide clear feedback, and maintain consistent performance records.
by Trent Southworth, from the CommunityDownloads: 30+Get - 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 CommunityDownloads: 30+Get - Template
Checklist de Auditoria Interna ISO 37001:2017
Use este checklist para conduzir auditorias internas do Sistema de Gestão Antissuborno conforme a ABNT ISO 37001:2017. O modelo abrange contexto da organização, liderança e política antissuborno, papéis e responsabilidades, avaliação de riscos de suborno, planejamento e objetivos, recursos e competências, comunicação e informação documentada. Inclui due diligence, controles financeiros e não financeiros, compromissos antissuborno, presentes e hospitalidade, investigação e tratamento de casos, bem como monitoramento, auditoria interna, análises críticas e ações corretivas. Baixe e personalize para registrar evidências e plano de melhorias.
by Rafaella Araújo Silva, from the CommunityDownloads: 30+Get - Template
Planilla de Control de Servicios de Vigilancia
Plantilla para auditar servicios de vigilancia y control de puestos. Incluye verificación de indumentaria y equipos de protección personal, estado del objetivo y del puesto de vigilancia, CCTV e iluminación, servicios básicos y mobiliario, y documentación del sistema de gestión de calidad como libro de novedades, directivas, diagrama y CCT 507/07. Permite registrar novedades, clasificar incidencias y recopilar firmas del personal y del supervisor para demostrar cumplimiento de normas internas.
by Emanuel Sivila, from the CommunityDownloads: 30+Get - Template
Home Working Risk Assessment Checklist
Use this home working risk assessment to identify and control risks when working remotely. The checklist guides you through desk area setup and DSE, fire and electrical safety, stress and welfare, posture and breaks, manual handling, slips, trips and falls, and safe lone working practices. Record findings, note actions, and confirm emergency arrangements. Ideal for employers and remote staff to meet health and safety duties and keep home offices secure, comfortable, and compliant.
by Joanne Smith, from the CommunityDownloads: 30+Get - Template
HSE First Aid Needs Assessment Checklist
Use this HSE aligned first aid needs assessment to determine the right level of workplace first aid coverage for your site. The checklist guides you through hazard levels, headcount, special risks, visitor exposure, and remote or lone work. Record first aiders, appointed persons, and equipment including boxes, AEDs, and first aid rooms. Capture nearest medical services, shift patterns, and coverage for absences. Review accident and ill health history to refine provision and keep first aid arrangements adequate.
by Emma Randall, from the CommunityDownloads: 30+Get - Template
Document Control Audit Checklist
Use this document control audit template to review and manage documentation held on site. Capture client or site details, date conducted, preparer, location, and personnel. Check each document for compliance or non compliance, record observations, attach media, and assign actions for follow up. Ideal for ISO 9001 and operational quality management across industries. Templates in the SafetyCulture Public Library are examples and should be adapted to your requirements.
by phil watson, from the CommunityDownloads: 30+Get
