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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
AvivaDSE Workstation Assessment
Use this AvivaDSE Workstation Assessment to evaluate display screen equipment and office ergonomics for employees. The template guides assessors through setup and usage details such as computer type, way of working, duration of use, number of screens, and handedness. It covers sections for display screen, keyboard, mouse, regular breaks, chair, desk, environment, eyesight, and medical issues, each with risk ratings and comments. Add photos, notes, and corrective actions, assign owners and due dates, capture digital signatures, and export the final report.
by Catherine Butterworth, from the CommunityDownloads: 30+Get - Template
New York Reopening - NY Forward Safety Plan Template
New York-based businesses or entities can use this Safety Plan template, based from New York Forward, to outline how their workplaces will implement measures to prevent the spread of COVID-19. Use this template to plan for safe reopening, document evidence of compliance through photos and notes, and enable digital sign-offs for approval. As per the New York City government, this plan does not need to be submitted to a state agency for approval but must be retained on the premises of the business and must made available to the New York State Department of Health (DOH) or local health or safety authorities in the event of an inspection.
by SafetyCultureDownloads: 20+Get - Template
Liste de contrôle pour l'intégration des nouveaux employés
Cette liste de contrôle d'intégration des nouveaux employés permet de rassembler les documents d'intégration des nouveaux employés. Vérifiez si tous les processus d'intégration ont été effectués (préparation du poste de travail de l'employé et des outils d'accès, orientation sur les politiques de la société, assiduité, conduite de l'employé, attentes du poste, mesures de sécurité et remise du manuel de l'employé). Le responsable RH et le nouvel employé doivent tous deux signer le formulaire de nouvelle embauche.
by SafetyCultureDownloads: 20+Get - Template
Retail Security Checklist
Ensure your store stays safe and secure with this comprehensive retail security checklist designed to prevent theft, protect assets, and enhance operational efficiency. Covering key areas like surveillance, employee protocols, and emergency response, this checklist helps retailers identify risks and implement effective security measures.
by SafetyCultureDownloads: 20+Get - Course
Expanding and Diversifying Online Communities
Does your online community welcome differences and diversity? Growing your group and making it inclusive is a challenging yet essential task. This course will equip you with tools and strategies to make your groups bigger and more diverse!
by Search For Common Ground EMEAGet18 LessonsDownloads: 20+ - Template
Checklist des matières dangereuses
Une checklist des matières dangereuses permet aux agents de sécurité et aux premiers intervenants d'évaluer les dangers d'un incident et de déterminer l'action appropriée pour atténuer les risques. Utilisez cette checklist pour faire face aux événements sensibles au facteur temps et créez immédiatement des rapports matières dangereuses qui détaillent les variables entourant l'incident telles que la météo, les actions à prendre, les agences à contacter ; et prenez des photos de l'incident pour illustrer la situation.
by SafetyCultureDownloads: 20+Get - Template
Vorlage für eine allgemeine Bedarfsanalyse
Verwenden Sie diese Vorlage zur Bedarfsanalyse während des Projektplanungsprozesses, um dem Team ein besseres Verständnis der wirtschaftlichen, sozialen und umweltbezogenen Faktoren zu vermitteln, die sich auf das Projektergebnis auswirken können. Diese Vorlage ist speziell auf Projekte von gemeinnützigen Organisationen ausgerichtet, kann aber an die Bedürfnisse verschiedener Organisationen angepasst werden.
by SafetyCultureDownloads: 20+Get - Template
Vorlage für 8D Berichte
Eine Vorlage für einen 8D-Bericht wird verwendet, um eine umfassende Ursachenanalyse auf der Grundlage der 8 acht obligatorischen Disziplinen der Problemlösung zu dokumentieren, die früher als teamorientierte Problemlösung bekannt war. 8D-Teams können mit Hilfe dieser Vorlage leicht einen detaillierten Bericht erstellen.
by SafetyCultureDownloads: 20+Get - Template
Formulaire de coaching des employés
Ce formulaire d'accompagnement individuel d'un employé vous permet d'effectuer un accompagnement avec vos subordonnés directs, de documenter les zones de préoccupation ou les observations et de noter les actions convenues. Vous pouvez sélectionner la ou les préoccupations possibles dans la liste déroulante et fournir des notes pour la description. Terminez le coaching avec la signature de l'employé et du responsable ou du manager. Utilisez SafetyCulture pour transmettre des modèles de coaching à d'autres responsables et limiter l'accès et les autorisations de modification si nécessaire.
by SafetyCultureDownloads: 20+Get - Course
California Harassment Prevention (Supervisors)
Advanced course for supervisors, this training is intended to meet the legal requirements for sexual harassment prevention training in California. 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 17 bite-sized lessons that your team can complete from any device. Disclaimer: This material is provided for educational purposes only and is not intended for use as legal guidance. Please consult with a lawyer to evaluate your specific situation and whether this training complies with any applicable legal obligations. Learn more about our Harassment Prevention course on our frequently asked questions (FAQ) page: https://support.edapp.com/us-harassment-prevention.
by PolsinelliGet17 LessonsDownloads: 20+ - Template
Allgemeines Formular für eine Arbeitsfreigabe
Diese Vorlage für eine allgemeine Arbeitsgenehmigung deckt das gesamte System für Arbeitsgenehmigungen ab. Beginnen Sie mit der Aufzeichnung von Auftragsdetails, zu verwendenden Werkzeugen und Geräten sowie anderen Arbeiten, die sich auf die anstehenden Aufgaben auswirken können. Bestimmen Sie anschließend eindeutig die Aufgaben, die als gefährlich gelten. Sie können eine Risikobewertung durchführen, um unkontrollierte oder unentdeckte Gefahren vor Ort zu bewerten. Vergewissern Sie sich anschließend, dass Vorsichtsmaßnahmen getroffen werden, wie z. B. das Tragen der richtigen PSA. Legen Sie anschließend die Arbeitsgenehmigung dem Genehmigungsinhaber zur Prüfung vor, bevor Sie mit den Arbeiten beginnen. Vergewissern Sie sich, dass die Informationen über die Genehmigung allen beteiligten Arbeitnehmern erläutert wurden. Schließen Sie das Audit ab, indem Sie bestätigen, dass alle erforderlichen Prozesse durchgeführt wurden und dass die Durchführung der festgelegten Arbeiten sicher ist. Nach Abschluss der Arbeiten übergeben Sie das Audit dem zuständigen Mitarbeiter zur Bestätigung und als zukünftigen Nachweis.
by SafetyCultureDownloads: 20+Get - Template
Vérification des systèmes de ventilation
La liste de contrôle de la ventilation permet aux équipes des installations d'évaluer les performances et le fonctionnement des systèmes de ventilation.
by SafetyCultureDownloads: 20+Get - Template
Disaster Preparedness Checklist for Tsunami
Use this disaster preparedness checklist for tsunami to assemble a tsunami preparedness kit that includes your important documents and belongings. Evacuate immediately if you notice signs of a tsunami such as an earthquake, eruption or explosion, a noticeable recession in water away from the shoreline, a loud roar from the ocean, unusual ocean behavior, or a sudden rise or wall of water.
by SafetyCultureDownloads: 20+Get - Course
Giving and Receiving Feedback
This course on giving and receiving feedback provides employees and managers with key models, active listening techniques and strategies for handling negative feedback. Learn the characteristics of effective feedback, how to apply proven feedback frameworks and how to turn criticism into growth opportunities. Download this training course to build stronger communication habits and drive continuous personal and professional development.
by SafetyCultureGet4 LessonsDownloads: 20+ - Course
ESP|Prevención del acoso en California (Supervisores)
Curso avanzado para supervisores. Esta capacitación está destinada a cumplir con los requisitos legales para la capacitación en prevención del acoso sexual en California. Nos hemos asociado con el bufete de abogados estadounidense Polsinelli para crear un curso que ayuda a los supervisores a comprender qué comportamiento se espera de ellos para crear un lugar de trabajo libre de acoso y basado en el respeto. Incluye 17 lecciones breves que su equipo puede completar desde cualquier dispositivo. Aviso legal: Este material se proporciona únicamente con fines educativos y no está destinado a utilizarse como asesoramiento legal. Consulte con un abogado para evaluar su situación específica y si esta capacitación cumple con las obligaciones legales aplicables. Obtenga más información sobre nuestro curso de Prevención del Acoso en nuestra página de preguntas frecuentes (FAQ): https://support.edapp.com/us-harassment-prevention
by PolsinelliGet17 LessonsDownloads: 20+ - Template
COVID-19 General Checklist for Real Estate Transactions
This COVID-19 general checklist supports real estate brokers, agents, and transaction coordinators in preventing virus spread during office work and property showings. It guides teams to establish a worksite-specific plan, train staff, conduct home self-screening, and reinforce hand hygiene and face coverings. It outlines cleaning and disinfecting protocols before and after showings, provision of sanitizer and PPE, and improved ventilation. It details physical distancing in offices and shown properties, scheduling by appointment, limiting occupancy, using virtual tours, keeping doors open to reduce touchpoints, and discouraging shared items. It promotes digital transactions, electronic distribution of materials, and contactless delivery. The checklist includes sign-off to document compliance and continuous improvement.
by SafetyCultureDownloads: 20+Get - Course
ESP| Prevención del acoso en Chicago (Empleados)
Curso básico para empleados. Esta capacitación está destinada a cumplir con los requisitos legales para la capacitación en prevención del acoso sexual en Chicago. Nos hemos asociado con el bufete de abogados estadounidense Polsinelli para crear un curso que ayuda a los empleados a comprender qué comportamiento se espera de ellos para crear un lugar de trabajo libre de acoso y basado en el respeto. Incluye 21 lecciones breves que su equipo puede completar desde cualquier dispositivo. Aviso legal: Este material se proporciona únicamente con fines educativos y no está destinado a utilizarse como asesoramiento legal. Consulte con un abogado para evaluar su situación específica y si esta capacitación cumple con las obligaciones legales aplicables. Obtenga más información sobre nuestro curso de Prevención del Acoso en nuestra página de preguntas frecuentes (FAQ): https://support.edapp.com/us-harassment-prevention
by PolsinelliGet21 LessonsDownloads: 20+ - Template
Virginia Reopening Checklist: Personal Care Services
Use this Virginia reopening checklist to implement mandatory requirements and best practices for personal care and grooming businesses, including salons, barbershops, spas, massage and tanning centers, and tattoo shops. Guidance covers capacity limits, appointment-only services, six-foot distancing, face coverings for staff and clients, handwashing, tool and surface disinfection between clients, and maintaining a client contact log. Additional tips include removing shared items, using disposable or laundered linens, minimizing face-to-face contact, and considering touchless fixtures.
by SafetyCultureDownloads: 20+Get - Course
Delaware Harassment Prevention (Employees)
Essentials course for employees, this training is intended to meet the legal requirements for sexual harassment prevention training in Delaware. We've partnered with American law firm, Polsinelli, to create a course that helps employees know what behavior is expected from them to create a harassment-free workplace and a workplace of respect. It includes 10 bite-sized lessons that your team can complete from any device. Disclaimer: This material is provided for educational purposes only and is not intended for use as legal guidance. Please consult with a lawyer to evaluate your specific situation and whether this training complies with any applicable legal obligations. Learn more about our Harassment Prevention course on our frequently asked questions (FAQ) page: https://support.edapp.com/us-harassment-prevention.
by PolsinelliGet10 LessonsDownloads: 20+ - Course
Connecticut Harassment Prevention (Employees)
Essentials course for employees, this training is intended to meet the legal requirements for sexual harassment prevention training in Connecticut. We've partnered with American law firm, Polsinelli, to create a course that helps employees know what behavior is expected from them to create a harassment-free workplace and a workplace of respect. It includes 19 bite-sized lessons that your team can complete from any device. Disclaimer: This material is provided for educational purposes only and is not intended for use as legal guidance. Please consult with a lawyer to evaluate your specific situation and whether this training complies with any applicable legal obligations. Learn more about our Harassment Prevention course on our frequently asked questions (FAQ) page: https://support.edapp.com/us-harassment-prevention.
by PolsinelliGet19 LessonsDownloads: 20+ - Template
UST Release Detection Equipment Checklist
Use this underground storage tank checklist to ensure that release detection equipment are in good working order. Inspection reports are automatically stored in cloud storage for easy retrieval and to help stay compliant with the 3-year recordkeeping requirement of the EPA.
by SafetyCultureDownloads: 20+Get - Template
Modèle de feedback 360
Réalisez des évaluations à 360 degrés simples à l'aide de ce modèle de commentaires gratuit à 360° que vous pouvez télécharger et personnaliser sur SafetyCulture. Commencez à rassembler les commentaires pertinents en utilisant des sections pour chaque source de commentaires, en établissant un système de score basé sur les normes de votre organisation et en incluant une signature pour documenter correctement les sessions d'évaluation.
by SafetyCultureDownloads: 20+Get - Template
Due Diligence Checkliste
Diese Due-Diligence-Checkliste kann als Leitfaden bei der Durchführung einer Due-Diligence-Prüfung für ein Unternehmen mit Investitionspotenzial verwendet werden. Sie kann helfen, die Rentabilität und das Risiko während des Entscheidungsprozesses vor einer Fusion oder Übernahme zu bestimmen. Diese konvertierte Checkliste kann von Investoren und Beratern auf ihrem Mobilgerät verwendet werden.
by SafetyCultureDownloads: 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.
