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.
TemplateDisplay Screen Equipment Risk Assessment Checklist
This Display Screen Equipment (DSE) Risk Assessment Checklist helps employers and workers assess workstation ergonomics and reduce injury risks from display screen use. It covers screen setup, keyboards and pointing devices, software usability, furniture and seating adjustments, environmental factors such as lighting and noise, eyesight tests and corrective appliances, and planning regular breaks. Guidance includes training, reporting concerns, and considerations for homeworkers. Based on Aviva Loss Prevention Standards, it provides practical prompts to identify hazards and implement effective controls across office-based roles.
by SafetyCultureDownloads: 20+Get- Course
Emprendimiento
En este curso adquirirás herramientas básicas para el análisis y planeación de tu negocio, que te permita ser una emprendedora exitosa.
by SCE MexicoGet4 LessonsDownloads: 20+ - Template
Newtons Staff Assessment: Quality Culture Review
This staff assessment template helps firms evaluate and strengthen their culture of quality in line with ISQM 1. Employees assess professional values such as timeliness, respect, accountability, responsiveness, and dependability; teamwork and openness to new ideas; communication and consultation; timelines and conduct; handling of errors; and management’s example. The checklist also covers feedback and development practices, disciplinary measures, performance indicators and incentives, social responsibility, and resolving differences in accordance with the Code of Ethics and ISQM 1. Use it to capture actionable insights that improve engagement quality and overall firm performance.
by THELMA OERTEL, from the CommunityDownloads: 20+Get - 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: 20+Get - Template
HROA Employee Event Checklist
Use this HROA Employee Event checklist to plan and document staff events. Record audit details such as date, prepared by, and personnel involved; schedule the event, track budgeted costs, and capture approvals, remarks, and additional information. Include a final sign-off with digital signature to close out the activity. Ideal for HR and operations teams to standardize event planning and reporting, and to improve consistency and accountability across departments, on desktop or mobile.
by Malinda Wiranti, from the CommunityDownloads: 20+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: 20+Get - Template
P35 Lone Working Assessment
Use this P35 Lone Working Assessment to evaluate risks and define controls for employees working alone. The checklist covers eligibility, working hours, remote and public locations, CCTV, lighting, alarms, and vulnerability considerations. It prohibits high-risk tasks when alone and recommends controls such as PPE, improved security and lighting, lone worker apps, panic alarms, body cams with GDPR approval, and regular welfare checks. Includes manager and worker sign-off and review dates.
by Dee Harrison, from the CommunityDownloads: 20+Get - Template
Контрольный лист сервиса администратора салона
Чек-лист поможет системно наблюдать и оценивать качество обслуживания у администратора салона. В документе отражены ключевые этапы сервиса: встреча клиента, предложение напитков и акций, помощь с выбором услуг и материалов, информирование о времени ожидания, сопровождение к месту услуги. Представлены пункты послепродажного сервиса: сбор обратной связи, работа с жалобами, повторная запись. Отдельный раздел посвящен внешнему виду и организации рабочего места: форма, бейдж, чистота, порядок на стойке. Инструмент подходит для салонов красоты, маникюрных студий и спа.
by Dina Ibraimova, from the CommunityDownloads: 20+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: 20+Get - Template
Pure Performance Coaching Template
Pure Performance is a structured performance coaching document that guides managers and employees through three coaching sessions using the GROW model: Reality, Goal, Options, and Will. Capture current KPI results, compare with peers, set specific improvement targets and timelines, explore alternatives, identify obstacles and support needs, and define concrete next steps. The template includes prompts for documenting progress after each session and signature fields to confirm commitments. Use it to run focused 1:1s and drive continuous performance improvement.
by Ben Arthur, from the CommunityDownloads: 20+Get - Template
Business Emergency Preparedness Checklist
Use this checklist to prepare your business for emergencies and maintain continuity. It guides you through reviewing insurance coverage, securing premises, scheduling maintenance, backing up and protecting data, keeping critical contacts, establishing and testing evacuation procedures to AS3745-2010, training staff and contractors, assembling an emergency kit, and assigning response roles. Capture details like first aider contact and nearest hospital, and run regular drills to keep plans current.
by Joanna Strozik, from the CommunityDownloads: 20+Get - Template
Label Qualité ALTA JURIS INTERNATIONAL
Modèle d’audit dédié aux cabinets d’avocats membres d’ALTA JURIS International pour préparer ou maintenir le Label Qualité AJI. Le contenu couvre l’intégralité des exigences du référentiel: leadership et pilotage, visibilité et communication, accueil et réalisation des prestations, facturation et suivi, outils et maîtrise des données, ressources humaines, santé et sécurité, amélioration continue, gestion des anomalies et plan d’actions, responsabilité sociétale et participation aux Assises Qualité AJI. Inclut des sections sur la confidentialité, l’usage de la marque, la conformité réglementaire (RGPD, ERP), ainsi que des mesures COVID‑19. Idéal pour auto‑évaluer et planifier les actions de mise en conformité.
by Clément Robin, from the CommunityDownloads: 20+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: 20+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: 20+Get - Template
Office WHS Assessment Checklist
This Office WHS Assessment checklist helps assess workplace health and safety in office environments. It guides reviews of WHS policies and consultation, training and inductions, safe work procedures, first aid resources, amenities, emergency plans and drills, fire equipment and tagging, electrical safety, workstation ergonomics, storage and filing, noise and lighting, climate control and servicing, manual handling limits, chemical storage and SDS, remote work communication, and asbestos registers. Use it to improve compliance, reduce risk, and support staff wellbeing.
by Kirk Nicholson, from the CommunityDownloads: 20+Get - Template
Implementación de Proyectos FY17 Resumen de Actividades
Plantilla de gestión de proyectos para resumir actividades FY17. Permite registrar proyecto o sitio, cliente, fecha de realización, responsable, ubicación y personal. Incluye secciones para actividades enumeradas con fecha y evidencia, observaciones y pendientes, así como recomendaciones. Útil para estandarizar el seguimiento del avance, documentar auditorías internas y coordinar equipos con claridad en responsabilidades y tiempos.
by Eduardo Huapaya, from the CommunityDownloads: 20+Get - Template
Animal Returned to Owner Form
This template supports local government and animal management officers in documenting the return of a lost or impounded pet to its owner under the Domestic Animals Act. Capture microchip number, date and location found, officer details, registration status with council or other councils, and reasons for non-registration. Record owner identification sighted, contact and address details, notes on other animals, and whether new registrations or desexing certificates apply. Include signatures confirming accuracy and awareness of legal obligations, curfew and at-large penalties. Use this form to standardize records and support council compliance.
by Buck Cerridwyn, from the CommunityDownloads: 20+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: 20+Get - Template
Checklist ISO 17025: Requisitos da Direção
Esta lista de verificação em português ajuda laboratórios a avaliar a conformidade com a ISO 17025 nos requisitos da direção. Abrange organização e responsabilidades, sistema de gestão, controle de documentos e registros, análise crítica de pedidos e contratos, subcontratação, aquisição de serviços e suprimentos, atendimento ao cliente e tratamento de reclamações. Inclui também controle de trabalhos não conformes, ações corretivas e preventivas, melhoria contínua, auditorias internas e análise crítica pela gerência, promovendo qualidade, rastreabilidade e confiança nos resultados.
by Flávio Monteiro, from the CommunityDownloads: 20+Get - Template
HROA External Contractors Audit
Use this HROA external contractors audit checklist to assess vendor selection, business licenses, and formal work agreements. Review worker documentation, invoicing, and compliance with youth labor limits. Confirm wage and benefit policies, proof of payment, THR provision, and BPJS registration. Check overtime practices, signed requests, attendance records, and access to annual and sick leave. Validate the vendor’s code of business conduct, disciplinary procedures, and any collective labor agreements. Include an environmental review by verifying waste management documentation.
by Malinda Wiranti, from the CommunityDownloads: 20+Get - Template
MSOT 2019 中国现场安全观察检查表
本模板适用于在中国开展一线服务作业的安全观察与合规检查。内容覆盖事故与接近事故报告、SINA卡管理与宣导、零容忍政策执行与纪律、SHE黄金法则（开始与停止、高空作业、工作中驾驶）及其现场应用，并细化高空作业、滑倒绊倒、移动车辆风险控制、驾驶与车辆合规、电力安全到熏蒸安全的关键要点与证照要求。模板同时强调SRA现场风险评估、个人防护配备与工具设备状态、应急物资配置及员工培训与入职合规，帮助团队标准化检查流程、降低作业风险并持续提升安全绩效。
by Emily Lee, from the CommunityDownloads: 20+Get - Template
Modelo de Avaliação de Desempenho Individual
Use este modelo de Avaliação de Desempenho Individual para analisar competências comportamentais, critérios de liderança e aspectos profissionais. Inclui tópicos como agilidade, comprometimento, iniciativa, comunicação, trabalho em equipe, foco em resultados, visão sistêmica, liderança, criatividade e organização. Avalia pontualidade e assiduidade, desempenho quantitativo e qualitativo, atendimento ao público, hábitos de segurança e zelo com recursos. O formulário traz campos para comentários, planos de ação e confirmações do colaborador e do RH, facilitando feedbacks estruturados e melhoria contínua.
by Selmo Oliveira, from the CommunityDownloads: 20+Get - Template
Contract Review Checklist
This contract review checklist helps teams systematically evaluate agreements for legal validity, clear terms, and risk. It covers key areas including parties and authority, offer and acceptance, consideration, written form, penalties and fees, insurance requirements and proof, waivers of subrogation, warranties, indemnity and hold harmless provisions, data privacy obligations, assignment controls, dispute resolution (mediation and arbitration), governing law, damages limitations, breach definitions, termination rights, renewal options, delivery timelines, and clarity of terminology. Use it to ensure blanks are completed, responsibilities are understood, and compliance risks are addressed. Work digitally in SafetyCulture for efficient reviews or export a PDF for records.
by Demelash Belete, from the CommunityDownloads: 20+Get - Template
ALL SAFE - Bureau
Cette checklist ALL SAFE pour bureaux aide à évaluer les mesures d’hygiène et de sécurité au travail: organisation de la présence des employés, respect des distances minimales recommandées, disponibilité de désinfectants et aération régulière des locaux. Utilisez ce modèle pour structurer vos contrôles et améliorer la prévention au sein de votre entreprise. Exemple fourni à titre indicatif; adaptez-le aux exigences de votre pays et de votre secteur.
by Solen Quimbert, from the CommunityDownloads: 20+Get