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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
2,099 results- Course
ESP-Prevención del acoso en Chicago (Supervisores)
Este curso avanzado de 2 horas para supervisores cumple con los requisitos legales de la ciudad de Chicago para la capacitación sobre acoso sexual y la intervención anual de testigos. Desarrollado en colaboración con el bufete Polsinelli, el curso ayuda a supervisores a entender el comportamiento esperado para fomentar un ambiente laboral respetuoso y libre de acoso. Consta de 10 lecciones breves accesibles desde cualquier dispositivo, garantizando flexibilidad y cumplimiento legal. Descargo de responsabilidad: este material no constituye asesoría legal, consulte a un abogado para su situación específica.
by PolsinelliGet23 LessonsDownloads: 20+ - 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: 20+ - Course
Guía de negocios II
En este curso seguiremos definiendo y enumerando conceptos del mundo de los negocios. También, vas a ver muchos consejos de aplicación. Te recomendamos que antes de comenzar este curso asegures que hayas completado Guía de Negocios I.
by MoveUpGet8 LessonsDownloads: 20+ - Template
Business Case Analysis Template
Use this template to discuss the executive summary, business case analysis team, problem definition, project overview, cost-benefit analysis, alternatives analysis, impact analysis, and approvals, where mandatory items have been enabled such as the approver name and digital signature.
by SafetyCultureDownloads: 20+Get - 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: 20+ - Template
Returning to Work in an Office during COVID-19
This checklist supports a safe return to office environments during COVID-19, aligned with Aviva Loss Prevention Standards. It guides planning and risk assessment, creation and communication of safe systems of work, displaying COVID-19 secure notices, and outbreak planning. It covers assessing who should return to work, social distancing measures, managing visitors and contractors, enhanced cleaning and waste disposal, hand hygiene, PPE assessments and training, workforce management and shift records, transfer zones for shared items, procedures for working away from the normal workplace including company vehicles, and ongoing communication and training for employees. Use as a starting point and seek professional advice for your specific workplace and jurisdiction.
by SafetyCultureDownloads: 20+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: 20+Get - Course
Maine Harassment Prevention (Supervisors)
2hr Advanced course for supervisors, this training meets the specific legal requirements for sexual harassment training in Maine. We've partnered with American law firm, Polsinelli, to create a course that helps supervisors know what behavior is expected from them to create a harassment-free workplace and a workplace of respect. It includes over 15 bite-sized lessons that your team can complete from any device. All while complying with the legal requirements regarding sexual harassment in the workplace. Learn more about our Harassment Prevention course on our frequently asked questions (FAQ) page: https://support.edapp.com/us-harassment-prevention
by PolsinelliGet16 LessonsDownloads: 20+ - Course
Maternity and Parental Leave in Australia
This course introduces the basics of Maternity and Parental Leave in Australia as determined by the Fair Work Commission. The first lesson defines Parental leave, including eligibility and leave entitlements. The second lesson outlines the difference between Parental Leave Pay and employer-funded paid parental leave. It also compares Set and Flexible leave options. The third lesson explains the notice requirements which an employee must provide their employer when they wish to take parental leave. And finally, in the last lesson, you can discover the different rules around Continuous and Flexible leave.
by SafetyCultureGet4 LessonsDownloads: 20+ - 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: 20+ - Course
Guía de negocios
En este curso podrás aprender todos los conceptos básicos que componen tu negocio. Te daremos consejos para que apliques en tu negocio que sin duda te van a ayudar a mejorar.
by MoveUpGet12 LessonsDownloads: 20+ - Template
Display 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
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
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.
