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Professional Services
Explore a wide range of customizable Professional Services templates and resources tailored for process management, HR practices, and more. Find solutions to optimize your Professional Services practices and meet industry standards.
Templateby SafetyCulturePost-Training Evaluation Form
A post-training evaluation form is a tool used to assess a training program or course right after it is conducted. This form can be used to gather valuable insight into the effectiveness of a program. Use this form template to evaluate and improve future training programs.
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5W1H Template
Project managers, team managers, and others can use this template to apply the 5W1H process-improvement method into their business practices. Add your company and project name, who initiated the method use, and the date of creation. List and enumerate all the questions related to the situation. List and enumerate all the answers in the provided field. Provide solutions by creating corrective actions or reporting them as issues. Complete the analysis by adding other recommendations/notes and attaching a signature.
354 downloadsGet - Templateby SafetyCulture
Self-Assessment Employee Evaluation Form
This self-assessment employee evaluation form can be used by employees to reflect and evaluate their performance over-time. Digital signatures were provided to validate discussion with the supervisor.
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Trainee Evaluation Form
This trainee evaluation form is a tool used to evaluate and give feedback to trainees. Rate trainees on punctuality, responsibility, preparedness, and more. Use this template to provide trainees with feedback that they can use to improve themselves.
341 downloadsGet - Templateby SafetyCulture
Health and Safety Induction Training Checklist
This health and safety induction training checklist can be used by managers when checking staff adherence to health and safety requirements. This is a general checklist provided by the UK government converted into SafetyCulture's digital format.
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Needs Assessment Template (Business/Department)
This needs assessment template consists of questions designed to gather information about business/department needs. Organization leaders or managers can use this template to determine performance and learning needs, and gather feedback from the team to determine rooms for improvement.
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DSE Workstation Self-Assessment Checklist
This display screen equipment (DSE) workstation checklist can be used by employees to conduct self-assessments and be in compliance with the DSE Regulations 1992. This checklist sample is based on the University of Cambridge's DSE User Self-Assessment Checklist.
334 downloadsGet - Templateby SafetyCulture
Automotive Workshop Inspection Checklist
Auto shop owners, mechanics, and technicians can use this automotive workshop inspection checklist to ensure that safety policies are displayed and implemented, issue resolution procedures are established, first aid kits and eye was equipment are available, standard operating procedures for workshop activities are implemented, and fire protection, chemical safety, and fall protection procedures are established
329 downloadsGet - Templateby SafetyCulture
Environmental Audit Checklist
Download and use this free environmental audit checklist when analyzing your organization's environmental policy, checking your site establishment's cleanliness, and verifying if management practices in place are adequate and being followed.
325 downloadsGet - Templateby SafetyCulture
Employee Performance Review Template
This template provides a structured framework for conducting employee performance evaluations. It includes sections for setting goals, assessing performance, and providing constructive feedback, helping organizations foster employee development and improve overall productivity.
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Radiation Safety Checklist
This template is for checking compliance of safety measures in the workplace. Start by inspecting the availability and the visibility of radiation warnings. Conduct a contamination survey on the area and check if proper protective equipment are worn by the workers. Inspect if electrical devices are in good working condition and are marked with proper caution. Evaluate if operating and emergency procedures are posted for radiation-producing devices to ensure that these equipment has undergone device tests. Complete the inspection by providing recommendations and safety reminders.
317 downloadsGet - Templateby SafetyCulture
Force Field Analysis Template
Companies can use this template to conduct a force field analysis before they implement changes in business processes. This template also allows you to list the driving forces and restraining forces that you and your teammates have identified. It also lets you incorporate a corresponding score to each identified force and use the result in deciding whether or not a change should be implemented, and add other notes or recommendations before completing the analysis with a signature.
314 downloadsGet - Templateby SafetyCulture
SOX Audit Checklist
A SOX audit checklist is a tool used by internal auditors to verify the implementation of security controls, focusing on Section 302: Corporate Responsibility of Financial Records and Section 404. Use this checklist to assess the company's safeguards to prevent data tampering, track data access, and detect security breaches. This checklist also includes appropriate measures for disclosure to SOX Auditors.
311 downloadsGet - Templateby SafetyCulture
5 Whys Form Template
A 5 whys form template is used by business teams to drill down to the root cause of a problem using the 5 Whys technique. This template has been designed to make it easier for teams to ask and answer the question, "Why did this problem occur?" 5 times to discover the root cause. Take or attach relevant photos with the use of this template and complete this digitized 5 whys form with electronic signatures.
306 downloadsGet - Templateby SafetyCulture
General Incident Report Template
This template serves as a standardized format for documenting workplace incidents. It guides users through capturing essential details, including the nature of the incident, involved parties, and corrective actions taken, facilitating effective incident management and reporting.
302 downloadsGet - Templateby SafetyCulture
FHA Appraisal Checklist - Health & Safety
Use this comprehensive FHA Appraisal Checklist to assess the livability of the property. Begin the inspection by taking pictures of the front, sides, and back of the house. Then proceed and check the possible hazards, soil contamination, drainage, water supply, insects, road access, soundness of the structure, roof, mechanical systems, lead-based paint, and other issues. Check also the standards for condominiums. Complete the inspection with the overall comment and assessment of the property's health and safety. With SafetyCulture, you can associate photos and notes per line item.
297 downloadsGet - Templateby SafetyCulture
Calibration Form
A calibration form will help technical services teams to evaluate a measuring equipment if it complies with calibration standards.
297 downloadsGet - Templateby SafetyCulture
General 360 Feedback Template
This 360 feedback template for managers, leaders, and employees can be used for a more general approach by collating feedback based on three main aspects: Open Feedback, Strengths, and Improvements. These sections must be filled out by the employee's manager, leader, and peers or direct reports.
295 downloadsGet - Templateby SafetyCulture
PESTLE Analysis Template
This free PESTLE analysis template allows business analysts and decision makers to effectively account for macro-environmental factors that can impact the organization and its operations toward achieving objectives. Using this template, be able to allot different sections to document all PESTLE factors (Political, Economic, Social, Technological, Legal, and Environmental) that are relevant to your organization, set a unique scoring system to properly rate each factor for prioritization, and export a report for future reference you can use in succeeding PESTLE analysis sessions.
292 downloadsGet - Templateby SafetyCulture
Customer Satisfaction Product Survey Template
Know your product ratings through SafetyCulture to determine how customers see the product quality, value and usage experience. Identify areas for improvement by using customer feedbacks during business planning and for market research purposes. Set the scoring to determine failed responses and outstanding items which need to be prioritized.
281 downloadsGet - Templateby SafetyCulture
HR Standard Operating Procedure (SOP) Checklist
The HR Standard Operating Procedure (SOP) Checklist provides a structured framework for managing HR processes, ensuring compliance, and streamlining onboarding, offboarding, and employee records management. This template is designed to help HR professionals optimize their operations while maintaining legal and procedural standards.
275 downloadsGet - Templateby SafetyCulture
House of Quality Template
This free, simple House of Quality template can be used by organizations of all sizes to list and visualize all competitive and technical data necessary to optimize their product planning and development stages.
263 downloadsGet - Templateby SafetyCulture
Process Documentation Template
This general process documentation template contains helpful instructions on what to put for each item to guide managers in documenting the process. With this template, you can do the following and more: (1) Define the process, project objective, process documentation goal, and focus areas, (2) Identify key stakeholders, assign their responsibilities, and get their contact numbers, (3) Describe process boundaries and list activities included in the process scope, (4) Add a visual aid to each process step and determine process inputs and outputs, and (5) Come up with a revision schedule before completing the process documentation.
259 downloadsGet - Templateby SafetyCulture
Daily End of Shift Report
This daily end-of-shift report template simplifies one's daily reporting duties before closing their shift. Frontline staff and managers can fill out this template to report their task details and status for the day. Attach photos and videos as proof of completion and provide additional notes on the process. Standardize shift reports and improve communication across teams using this template.
258 downloadsGet