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Professional Services
Browse professional services templates, checklists, and training courses for process management, workplace safety, and compliance checks. Help your teams follow best practices, keep standards consistent, and manage daily work more efficiently across the workplace.
Browse Professional Services
2,103 results- 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
Onboarding Neuer Mitarbeiter Checkliste
Verwenden Sie diese Checkliste für die Einarbeitung neuer Mitarbeiter, um die Einarbeitungsunterlagen des neuen Mitarbeiters zu sammeln. Prüfen Sie, ob alle Einarbeitungsprozesse durchgeführt wurden (Bereitstellung des Arbeitsplatzes und der Zugangstools, Einweisung in die Unternehmensrichtlinien, Anwesenheit, Verhalten des Mitarbeiters, Arbeitsanforderungen, Sicherheitsmaßnahmen und Aushändigung des Mitarbeiterhandbuchs). Sowohl der Personalleiter als auch der neue Mitarbeiter müssen das Neueinstellungsformular unterschreiben.
by SafetyCultureDownloads: 30+Get - Template
Heat Action Plan
This digital heat action plan template provides a structured and interactive way for organizations to prepare for and respond to extreme heat conditions, ensuring workplace safety and compliance with regulations. This template ensures that preventive measures are in place, proper emergency procedures are communicated well, and safety trainings are conducted efficiently.
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 - Template
Working Safely in Other People's Homes UK GOV Guide
UK guidance to help employers, employees, and the self-employed work safely in other people's homes. Covers COVID-19 risk assessments, protecting vulnerable people, social distancing during travel and onsite work, hygiene and cleaning protocols, handling deliveries and materials, PPE and face coverings, workforce management, communications, and safe inbound and outbound goods practices for in-home and field services.
by SafetyCultureDownloads: 30+Get - Template
Lista de verificación de limpieza de las 5S
Realice las 5S con esta lista de verificación de limpieza de las 5S para organizar los espacios de trabajo y que sus trabajadores puedan desempeñar su función de manera eficiente, efectiva y segura. Comience su inspección de las 5S describiendo la naturaleza del trabajo y capture una foto del espacio de trabajo antes de continuar con la inspección de las 5S. Evalúe cada principio (clasificación, orden, brillo, estandarización y mantenimiento), y después haga fotografías de los elementos etiquetados en rojo y asigne un lugar para todos los materiales necesarios en su trabajo. Consolide los procedimientos de limpieza diarios y cree un patrón en el desarrollo de un lugar de trabajo limpio. Por último, se deben implementar todos los programas de capacitación (y otros programas) para mantener la organización del lugar de trabajo. Finalice la inspección proporcionando una recomendación y una calificación general.
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
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 - Course
Lone Worker in SafetyCulture (with Bluetooth features)
This course introduces the purpose, features, processes, and safety benefits of SafetyCulture’s Lone Worker tool. Learners will gain insight into how the tool helps monitor remote employees, manage lone-work activities, and implement effective escalation procedures to ensure a safer work environment.
by SafetyCultureGet4 LessonsDownloads: 30+ - Course
How to build a CV by New Chapter Consulting
How to Build a CV by New Chapter Consulting is a free, mobile-first course developed by The Drinks Trust, designed to help individuals craft compelling CVs tailored to the drinks industry. This interactive lesson offers practical guidance on structuring your CV, highlighting relevant skills and experiences, and effectively presenting your qualifications to potential employers. With a gamified experience and editable content, the course provides an engaging learning environment suitable for both self-learners and group training sessions.
by Drinks TrustGet1 LessonDownloads: 30+ - 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 - Template
Request for Proposal Template
This simple request for proposal template can be used as a general guide for RFP building in all industries. It features important details like the project's background, scope and overview, possible roadblocks, and project budget. It also specifically includes basic information such as the proposal due date, company name, and submission guidelines.
by SafetyCultureDownloads: 30+Get - 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 - Course
Habilidades digitales
En este curso fortalecerás tus conocimientos y habilidades digitales para identificar características de los sistemas operativos y gestionar el uso de una PC o variedad de dispositivos.
by SCE MexicoGet5 LessonsDownloads: 30+ - Template
Health and Safety Management Report Template
This Health and Safety Management Report template helps organizations record and review workplace safety performance. Track corporate and subject policies, accident statistics and RIDDOR reporting, near miss trends, and year to year comparisons. Monitor training compliance for fire safety, display screen equipment, and general health and safety modules by service area. Document inspections, manager self assessments, and corporate safety audits, including planned and completed activities. Capture accident investigations and note legislative or guidance changes with effective dates and regulator briefings. Designed for councils and multi department organizations seeking structured oversight and continuous improvement.
by Andrew Gaffney, from the CommunityDownloads: 30+Get - Template
Inspeção de AET - Ergonomia NR 17
Este formulário de inspeção AET ajuda empresas a cumprir a NR 17, coletando dados essenciais para laudos ergonômicos. Avalie postos de trabalho, atividades leves a pesadas, níveis de iluminação (ABNT NBR ISO/CIE 8995-1:2013), ruído (NR 09, NR 15, NR 17), conforto térmico (temperatura, umidade e velocidade do ar), uso de EPIs e equipamentos. Verifique postura, mobiliário, monitores, levantamento e transporte de cargas e condições ambientais. Registre dados da vistoria, fotos, número de colaboradores, funções e observações para orientar recomendações e melhorias.
by Paulo Henrique Depto Técnico, from the CommunityDownloads: 30+Get - 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
ISO 9001:2015 Quality Internal Audit Checklist
This ISO 9001 2015 internal audit checklist helps assess the effectiveness of your quality management system. Cover key clauses such as determining scope, understanding internal and external issues, interested parties, and mapping QMS processes. Evaluate process inputs and outputs, sequence and interaction, monitoring and performance indicators, resources, responsibilities and authorities, risks and opportunities, and continual improvement. Use it to record evidence, track findings, and support compliance and quality improvement initiatives.
by Rod Wakefield, from the CommunityDownloads: 30+Get - Template
Online Marketing Audit Report
Use this online marketing report audit to evaluate website traffic, lead generation, lead quality, messaging, content, and USP clarity. Review offers, blog use, testimonials, and attention-grabbing headlines. Assess conversion-focused design including navigation, CTAs, forms, mobile readiness, social follow, side offers, opt-ins, and wireframes. Evaluate technology and analytics setup: lead capture, call tracking, email marketing, ecommerce, and CMS usability. Check Google visibility across SEO, relevant keywords, Maps, sponsored links, and link profile. Plan ongoing marketing across SEO, SEM, email, direct mail, offline ads, conversion optimization, budget planning, and target cost per lead.
by Curtis Humphreys, from the CommunityDownloads: 30+Get - Template
Expectant Mother Risk Assessment Form
Use this expectant mother risk assessment form to help employers meet UK and Ireland workplace safety requirements for pregnant and new mothers. The template guides assessors through key hazard areas including workstation setup, manual handling, travel for work, hazardous substances and processes, and welfare considerations. Record existing controls, rate likelihood and severity using a risk matrix, assign actions, and schedule reviews. Complete assessments twice during pregnancy and once on return, with clear sign off for assessor and employee.
by Tiffany Argent, from the CommunityDownloads: 30+Get - Template
Reporte de Hallazgos: Plantilla de Auditoría
Plantilla en español para documentar hallazgos de auditoría y seguimiento. Incluye campos para nombre del auditor, proceso, fecha, zona y área; registro de no conformidades con requisito incumplido y evidencias; fortalezas y observaciones; puntos débiles y riesgos; y oportunidades de mejora con propósito. Útil para auditorías internas y de cumplimiento en diversos sectores, facilitando un reporte claro y accionable para optimizar procesos y cerrar brechas.
by Jafet Rubio, 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
Workstation Ergonomic Assessment Checklist
Use this ABB DMPC checklist to evaluate office and VDT workstations for ergonomic risk. Review posture, seating, keyboard and mouse placement, monitor height and distance, desk clearance, and accessories. Identify issues like awkward neck and wrist positions, reach and glare, and ensure adjustability and equipment condition. Help teams reduce strain, improve comfort, and document corrective actions with signatures and dates.
by Bob Baker, from the CommunityDownloads: 30+Get
Practical safety and quality resources for professional services
Create clarity around expectations and reduce risk across your organization with ready-to-use professional services training, templates, and checklists. SafetyCulture’s Content Library gives managers easily accessible courses and inspection tools, so teams can follow the same standards without relying on scattered documents or manual processes.
Showcase business and corporate proficiency
These resources help teams respond to people and safety issues faster by providing clear guidance when it matters most. They also support consistent expectations around behavior, communication, and safe work practices, even as teams grow or change. By keeping training, reporting, and documentation in one place, managers get better visibility and can stay on top of what’s happening across their teams.
Here are a few ways these resources support day-to-day operations:
Create safer, more respectful workplaces with harassment prevention training that helps employees recognize concerns and report them early.
Strengthen collaboration with effective communication courses that support clearer expectations, better feedback, and fewer misunderstandings.
Support fair, consistent practices through diversity and inclusion training that improves communication and team culture.
Document and follow up on issues using incident report form templates that capture key details and support next steps.
Reduce risk with job safety templates that help teams identify hazards, set controls, and follow safe work practices.
All resources are fully digital and easy to adapt to your workflows. When used within the SafetyCulture platform, they also help you track completion, maintain visibility, and reinforce a strong safety and quality culture across your organization.