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.
TemplateEmployee Engagement Survey Template
This employee engagement survey template helps organizations assess satisfaction, recognition, communication, and manager support across teams. It includes scaled questions on training effectiveness, feeling valued, feedback quality, and customer focus, plus open comments. Use it to benchmark morale, identify drivers of retention, and prioritize HR actions. Customize to your policies and share for recurring pulse checks.
by Mark Franke, from the CommunityDownloads: 20+Get- Template
Solicitud de Permisos RTH-025 - Versión 4
Esta plantilla RTH-025 en español permite gestionar solicitudes de permisos laborales. Incluye campos para datos del empleado, cargo y departamento, fechas de inicio y finalización del permiso, motivo, indicación de si es remunerado o no remunerado y secciones de firmas de empleado, jefe inmediato y Talento Humano. Úsela para estandarizar el proceso de autorización de permisos y mantener registros claros y auditables.
by Maria Isabel Matute Mendez, from the CommunityDownloads: 20+Get - Template
Violence and Harassment Risk Assessment Questionnaire
This workplace questionnaire helps employers and workers assess risks related to violence and harassment. It covers verbal abuse, threats, working alone, emergency contacts, shift timing, lighting, concerns about work rage, and reporting methods, including the relationship of the abuser to the worker. Created from WSPS guidance, it is intended as a starting point and should be adapted to your policies and local regulations.
by Shawn Chadwick, from the CommunityDownloads: 20+Get - Template
Administrative Area Inspection Checklist
This Administrative Area Inspection template helps teams assess safety and compliance in non lab, non facility service areas. Cover key checks for clear egress routes, posted emergency guides, AED maps, fire extinguishers, electrical safety, storage clearances, e waste and battery handling, and basic kitchen safety. Use it to standardize audits, document findings, and drive corrective actions across office spaces.
by Kristine Kujawa, from the CommunityDownloads: 20+Get - Template
Drug and Alcohol Testing Consent Form
Use this Drug and Alcohol Testing Consent Form to obtain informed consent, record donor identity, and document a clear chain of custody for workplace testing. Capture requesting authority details, collector certification, device information, batch and calibration data, and initial alcohol and drug screening results. Include follow up alcohol readings and a final conclusion to determine pass or fail. Ideal for safety sensitive roles across industries, this form supports HR compliance and consistent documentation. Templates in the SafetyCulture Public Library are examples only and not a substitute for professional advice.
by Mark Baylis, from the CommunityDownloads: 20+Get - Template
Event Security Appraisal for Crowd Controllers
This event security appraisal template helps supervisors evaluate crowd controllers on duty. It covers verification of licenses, adherence to uniform and appearance policies, site familiarity, thoroughness of bag checks and wanding, and quality of customer service. Use it to document observations, capture photos where required, and record sign-offs from the officer and operations team. Ideal for event venues, festivals, and security contractors to standardize performance reviews and strengthen safety and compliance.
by Joe Askander, from the CommunityDownloads: 20+Get - Template
Security and Surveillance Inspections
This daily security and surveillance inspection checklist helps teams evaluate on-site protection across people, processes, and equipment. Review guard numbers, uniforms, and readiness; verify base conditions and access controls; assess CCTV coverage, sensor alarms, and time stamps; check radios, phones, and other equipment; and inspect warehouse checkpoints and vehicle patrols. Capture findings, record incidents, and maintain safety, cleanliness, and compliance.
by Fauzi Yusof, from the CommunityDownloads: 20+Get - Template
TPG Simple Standard Operating Procedure Template
Use this simple Standard Operating Procedure template and guide to document consistent, repeatable processes. Customize sections for purpose, scope, roles, and detailed procedures, then add step by step instructions, cautions, photos, and completion sign off. Example content illustrates housekeeping tasks like window cleaning, carpet care, dusting, and waste disposal, but you can adapt it to any team or workflow. Ideal for creating clear SOPs that improve safety, quality, and efficiency. Templates are provided as examples only and are not a substitute for professional advice.
by Mario Olmos, from the CommunityDownloads: 20+Get - Template
Office Risk Assessment
This Office Risk Assessment template helps teams document work activities, identify hazards, and record who might be harmed. It guides users to rate risks by severity and probability using a risk matrix, then plan controls and assign responsible persons with due dates. Sections cover observations, hazard photos, risk descriptions, implementation plans, and completion sign-off to confirm issues are resolved. Designed as a starting point for office safety processes; adapt to your workplace and seek professional advice as required.
by Ruu Roaru, from the CommunityDownloads: 20+Get - Template
Checklist Internal Audit Ergonomi 2024
Checklist Internal Audit Ergonomi 2024 membantu menilai dan meningkatkan praktik ergonomi di tempat kerja. Mencakup penilaian postur dan posisi kerja, proses kerja, lingkungan kerja seperti pencahayaan, kebisingan, ventilasi, jalur evakuasi, alat pelindung diri, serta penggunaan komputer dan mesin. Sertakan pelatihan ergonomi, pengelolaan stres, dan catatan auditor untuk perbaikan berkelanjutan. Cocok untuk berbagai industri dan kepatuhan K3.
by Lutfi Muzaqi, from the CommunityDownloads: 20+Get - Template
HROA Security Redeployment Checklist
Use this HROA Security Redeployment checklist to manage the transfer of security personnel. Capture operation details, schedule, and preparer; verify deployment timing, employee communications, willingness to move, assessments, and training completion. Track ETF or transfer documentation, confirm costs remain within budget, and add remarks or additional information. Finish with sign-off to document accountability. Adapt this template to your site and policies; it is provided as a general example and not a substitute for professional advice.
by Malinda Wiranti, from the CommunityDownloads: 20+Get - Template
Checklist AI: Servicio al Cliente
Plantilla de checklist para servicio al cliente alineada a ISO 9001 e integrada con ISO 14001 e ISO 45001. Incluye verificacion de comunicacion con clientes sobre productos y servicios, gestion de quejas, manejo de pedidos y percepciones, seguimiento de la satisfaccion del cliente, y evaluacion del desempeno. Cubre no conformidades y acciones correctivas, actualizacion de riesgos y oportunidades, y registro de firmas de responsabilidad. Ideal para estandarizar procesos de atencion al cliente y mejorar la calidad del servicio.
by Fernando Campos Proaño, from the CommunityDownloads: 20+Get - Template
Overtime Control Checklist (HROA)
Streamline HR operations and manage overtime with this HROA Overtime Control checklist. Verify signed SPL request forms, confirm working hours and overtime comply with local regulations, maintain auditable records, and monitor actual costs against budget. Use this template to standardize reviews, improve compliance, and document approvals with remarks and signatures.
by Malinda Wiranti, from the CommunityDownloads: 20+Get - Template
ISO 9001 2015 and ISO 14001 2015 Audit Checklist
This integrated management system checklist helps teams audit against ISO 9001 quality management and ISO 14001 environmental management requirements. It guides checks across context, leadership, policy, planning, support, operations, emergency preparedness, supplier control, production and service provision, nonconformity management, performance evaluation, internal audits, management review, and continual improvement. Use it to verify compliance, track evidence, assign responsibilities, and drive consistent improvements across the organization.
by Laura Blair, from the CommunityDownloads: 20+Get - Template
Formulário de Avaliação de Eficácia
Este formulário em português ajuda organizações a avaliar a eficácia de treinamentos realizados por funcionários. Inclui campos para dados do colaborador, datas do treinamento e da avaliação, perguntas sobre alcance de objetivos, recomendação do curso, melhoria de produtividade e aplicação prática nos procedimentos. O auditor registra um diagnóstico sobre motivação e eficácia, e o processo é finalizado com assinaturas para comprovação.
by Wellinton Prazeres, from the CommunityDownloads: 20+Get - Template
Express Entry Points Assessment
Use this Express Entry points assessment to gauge eligibility for Canadian immigration. The checklist captures language proficiency in IELTS and TEF, highest education level, years of full time work experience, and current age bracket. It also reviews arranged employment supported by a labour market impact assessment and adaptability factors such as spouse language, Canadian study or work history, and relatives in Canada. Tally points to estimate your score.
by Sunny Mundi, from the CommunityDownloads: 20+Get - Template
Auditoria interna de calidad ISO 9001 (2016)
Esta plantilla en espanol para auditoria interna de calidad ayuda a evaluar el cumplimiento de un sistema de gestion de calidad segun ISO 9001. Cubre recursos humanos, infraestructura y ambiente de trabajo; determinacion y revision de requisitos del cliente; compras y verificacion de productos adquiridos; control de produccion y prestacion del servicio; preservacion del producto y trazabilidad; control de equipos de medicion y calibracion; medicion, analisis y mejora, incluida la satisfaccion del cliente; acciones correctivas, preventivas y mejora continua. Ideal para planificar, ejecutar y registrar hallazgos de auditoria.
by MARIO JOSE MARISCAL KU, from the CommunityDownloads: 20+Get - Template
2016 Mandatory Site Visit Audit Checklist
Use this mandatory site visit audit checklist to document compliance during on-site reviews. Record key details such as document number, audit title, client or site, date conducted, preparer, location, and personnel. Capture photographic evidence of site compliance, note follow-up items and comments, and schedule a review date within your audit program. The checklist concludes with a declaration confirming a physical site visit and that standards are being met. Adapt this template to your operations and local requirements.
by Natalie Hennessy, from the CommunityDownloads: 20+Get - Template
PDCA Template for Process Improvement
Streamline continuous improvement with this PDCA (Plan-Do-Check-Act) template. Capture project name, owner, location, and start date, then follow guided steps to define the problem, analyze causes, plan actions, execute tasks, verify results with indicators, and standardize effective changes. Use notes and sign-off sections to document outcomes and prevent recurrence. Suitable for teams across industries seeking structured process and quality improvement.
by josh smith, from the CommunityDownloads: 20+Get - Template
Employee Onboarding Audit Checklist
Use this employee onboarding audit to streamline new hire setup. Collect and file staff information, signed employment contracts, tax declarations, NES statement acknowledgement, and health declarations. Schedule and record induction and orientation details, ensuring each employee is payroll-ready before their start date. Ideal for HR and managers standardizing onboarding across locations.
by Leon Kennedy, from the CommunityDownloads: 20+Get - Template
Weekly Time Sheet Template
This weekly time sheet template helps teams record daily start and finish times, breaks, and total hours claimed for each day of the week. Capture employee and job details, describe the work completed, and calculate regular and overtime hours for accurate payroll. Use it to standardize time tracking across projects, simplify approvals, and keep a clear audit trail. The template is flexible for any industry and can be exported to common formats like Excel, PDF, and Word for easy sharing or archiving.
by Matthew Weston, from the CommunityDownloads: 20+Get - Template
NRG STRIVE Office Safety Checklist
This NRG STRIVE Safety First office safety checklist helps teams assess common workplace risks in offices and administrative areas. Review lighting, slip and trip hazards, extension cords and power strips, electrical outlets, fire doors and extinguishers, sprinkler clearance, cable management, housekeeping, storage, signage, and the condition of furniture and fixtures. Use it to document findings, assign actions, and keep your facility compliant and employees safe.
by Tom Newsom, from the CommunityDownloads: 20+Get - Template
ISO 45001 Safety Gap Analysis Report
Use this ISO 45001 safety gap analysis report template to evaluate your Work Health and Safety management system against ISO 45001 2018 requirements. Record audit objectives and methodology, rate conformance across clauses 4 to 10, capture evidence, and document minor or major nonconformities. Identify hazards and risks, legal and other requirements, leadership, planning, support, operations, performance evaluation, and improvement. Summarize findings, log recommendations, assign corrective actions, and obtain auditor sign off.
by Ross Gibson, from the CommunityDownloads: 20+Get - Template
C5 Candidate Feedback Sheet
Use this candidate feedback sheet to capture structured interview feedback and assess core competencies, including customer service, sales and marketing ability, flexibility, work ethic, leadership, and communication/professionalism. Record examples, rank performance, note concerns, and decide next steps. Designed to be completed post-interview and sent to your TA specialist. Ideal for standardizing hiring evaluations across teams.
by Leah Hoffarth, from the CommunityDownloads: 20+Get