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
360 Feedback Template
Perform uncomplicated 360-degree evaluations using this free 360 feedback template that you can download and customize on SafetyCulture. Start collating relevant feedback by using separate sections for each feedback source, setting a scoring system based on your organization's standards, and including a sign-off to properly document evaluation sessions.
by SafetyCultureDownloads: 1,000+Get - Template
Fire Incident Report
Use this fire incident template for notification of any fire or fire related incidents. Example incidents include building and vehicle fires, premises evacuation, alarm activation, obstructed exit routes, premises evacuation or accidental fire notifications
by SafetyCultureDownloads: 1,000+Get - Template
Safety Work Instruction Template
This safety work instruction template is used to guide specific users in demonstrating sequential information to perform a task. It helps record the key components of safety policies in the workplace including the hazards, safety protocols, closing procedures, and emergency plans.
by SafetyCultureDownloads: 1,000+Get - Template
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.
by SafetyCultureDownloads: 1,000+Get - Course
Future Ready Leadership
This course focuses on helping leaders prepare for the future of leadership, breaking down silos within the organization, leading with agility and fostering a digital mindset for future success.
by SafetyCultureGet3 LessonsDownloads: 1,000+ - Course
Work Hard, Play Hard: Bringing Fun Into Your Workplace
The old playbook is officially retired: thriving workplaces are now intentionally cultivating positive and engaging environments. Far from being a distraction, incorporating elements of play and connection is now recognized as a strategic driver for building high-performing teams, boosting employee well-being and trust, and delivering sustained organizational success. This course explores how to strategically integrate fun and play to supercharge teamwork for your in-office, hybrid, and remote teams. We'll also delve into actionable strategies and case studies and leverage these approaches to champion a truly diverse and inclusive culture.
by SafetyCultureGet5 LessonsDownloads: 1,000+ - Template
Ergonomic Safety Checklist
Proper training on ergonomics in the workplace help reduce work-related injuries and illnesses. Use this template to evaluate if your workplace complies with ergonomics safety. Begin inspection with the description of work to be performed and capture photo/s of the workplace. Assess physical ergonomic aspects such as individual workloads, workers' posture, and repetitive movements. Check workstations and walking surfaces if setup properly and unobstructed. Inspect materials, tools, and equipment if properly labeled, well balanced, and readily available. Complete the inspection with recommendations and overall assessment of the workplace.
by SafetyCultureDownloads: 1,000+Get - Template
Comprehensive Job Hazard Analysis Form
Use this template to conduct more detailed hazard analysis in your workplace. Explore the features of SafetyCulture and modify the checklist based on your workplace needs. Start by listing the names of the people who develops JSA procedures, and select the work permits, authorizations and PPE required for the activity. Next enumerate applicable trainings to carry out individual tasks. Also, take note of the equipment checks conducted. Proceed with the job safety analysis and risk assessment by adding steps, selecting hazards and identifying controls. Conduct an initial risk assessment, add controls (if needed), then rate the residual/revised risk analysis. Confirm whether the process is completed or not. If not, conduct a task review to serve as a basis for the continuity of the process. Finally, acknowledge by getting all people involved to sign off.
by SafetyCultureDownloads: 1,000+Get - Course
Beginning to Lead a High-Performing Team
So you just landed your first leadership role, and you want to nail it. It's your lucky day. In this course, we'll be talking about the qualities of high-performing teams, how management and leadership differ and how each can learn from the other, and the infamous "leadership shadow", or how you can improve your self-awareness as someone who leads.
by SafetyCultureGet4 LessonsDownloads: 1,000+ - Template
General Workplace Safety Checklist
This general workplace safety checklist can be used for general building and office workplace environments. It includes items critical to safety and security of employees including: emergency equipment, unobstructed pathways (aisles & stairways) and adequate lighting in work areas.
by SafetyCultureDownloads: 1,000+Get - Template
5s Office Checklist
Inspect the cleanliness, order, and structure of your facilities by using this 5S Office Checklist. This checklist will help ensure that the cabinets, shelves, and files have labels to allow immediate identification. Identify if displays are tidy, free of clutter, and up-to-date. Use SafetyCulture to add comments and recommendations on how to maintain a clean and organized office.
by SafetyCultureDownloads: 1,000+Get - Course
Expectations Setting
A vital attribute in leadership is excellence in setting expectations. It is inevitable to encounter miscommunications and disappointments when it comes to expectations. This course provides an insightful take on how to improve on this skill. We will go through deconstructing and framing expectations, increasing employee involvement, and bridging identified gaps.
by SafetyCultureGet4 LessonsDownloads: 1,000+ - Template
Employee Temperature Log Sheet
Use this employee temperature log sheet to keep a record of employees' temperature whenever they report in for work. Log as many temperature records as needed. This employee temperature log sheet recognizes 100.3 degrees farenheit as the threshold and prompts a visual cue for 100.4 degrees Farenheit and above temperature readings.
by SafetyCultureDownloads: 1,000+Get - Template
Internal Audit Checklist
Use this internal audit checklist to make sure that the 4 basic stages of internal auditing is performed in any workplace: 1) preparation, 2) execution, 3) reporting, and 4) monitoring. Mark each item as "Done", "In Progress", "Not Done", or "N/A" accordingly, and easily assign actions for tasks that has yet to be completed.
by SafetyCultureDownloads: 1,000+Get - Course
Result-based Management
Many business leaders are now shifting to a more result-focused management and for good reason. Let's talk about the edge of using an output-based management model and why it is key in building high-performance teams in today's workplace. (Last updated: January 13, 2025)
by SafetyCultureGet4 LessonsDownloads: 1,000+ - Course
Generating Leads Through Cold Calls
From exploring the importance of sales leads and cold calls to the structures of an effective cold call, this course covers what you need to know in order to fully utilize cold calling in order to generate more leads for your business.
by SafetyCultureGet3 LessonsDownloads: 1,000+ - Course
Maintaining Culture
Discover an in-depth understanding of culture in the context of leadership and its essence in an organization and how to maintain it with consistency.
by SafetyCultureGet3 LessonsDownloads: 1,000+ - Template
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.
by SafetyCultureDownloads: 1,000+Get - Template
Staff Induction Checklist
Employees' awareness of safety regulations is as important as keeping your workplace safe. Use staff induction checklist to verify safety rules, policies, responsibilities, rights, and benefits are thoroughly explained during induction. Use SafetyCulture to record data of each employee that have undergone safety induction.
by SafetyCultureDownloads: 1,000+Get - Course
The Role of Security Officers
In this course, you'll discover the role you'll play as a steward of the company's security policies and a guard against threats. Source: "8-hour Pre-Assignment Training Course for Security Guards" by New York State Division of Criminal Justice Services (NYS DCJS)
by SafetyCultureGet4 LessonsDownloads: 1,000+ - Course
Closing a Deal
Look at strategies for closing an enterprise deal, and how you can adapt to the contemporary sales environment.
by SafetyCultureGet3 LessonsDownloads: 1,000+ - Course
Sales Professionals' Guide to Time Management
"Time is money" is especially true for sales professionals. This course aims to specifically help sales professionals effectively make use of their time and gain optimal results.
by SafetyCultureGet3 LessonsDownloads: 1,000+ - Course
Work/Life Balance in the Same Room
Working from home can often make it often seem like life and work are overlapping. Finding the balance and remaining productive is essential to being successful in working remotely while keeping a happy home.
by SafetyCultureGet4 LessonsDownloads: 1,000+