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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 SafetyCultureOffice Risk Assessment
Risk assessment for general office. Identify office work activity that appears at risk and observe all probable hazards. List people most at harm (e.g. staff, customers, visitors). Assess risk rating per the matrix and devise an implementation plan.
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Daily Pre-Use Inspection
Inspections are necessary to protect the forklift operator because malfunctions in the equipment can potentially cause a serious or fatal injury. Before using the forklift each day, the operator must conduct and document a pre-use inspection. Pre-use inspection checklists include a visual check and an operational check.
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Legal Due Diligence Checklist
A legal due diligence checklist is used by lawyers or legal advisors as a guide to check all legal documents and contracts for risks that may be hidden in legalese and uncover possible legal obligations.
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Project Charter Template
Project managers can use this project charter template to outline the details of a project prior to its execution.
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Employee Daily Attendance Sheet
This digital employee daily attendance sheet is intended for small and medium-sized businesses. This tool can help employees to easily log their work hours with their own mobile device. It also helps HR professionals and managers to effectively monitor participation, compliance, and productivity of employees.
223 downloadsGet - Templateby SafetyCulture
Behavior-based Safety Observation Checklist
A behavior-based safety observation checklist is used by safety managers to identify safe and at-risk behavior of frontline workers. Use this checklist to assess employees' ergonomics, PPE, tools and equipment, work areas, and procedures.
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General Training Checklist
This training checklist outlines the essential elements and tasks in organizing training activities. It consists of 5 sections encompassing the end-to-end process of training programs, from pre-preparation to assessment. Use this checklist before every training program to take note of the team's progress on training details, plans, requirements, schedule, and evaluation methods.
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Return to Work Interview Template
This Return to Work Interview Form is designed as a guide for the manager when meeting with employees on their return to work from a period of absence. It can help the manager to structure interviews better while still being able to document responses better with open-ended questions.
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Home Walk Through Inspection Checklist
This aims to help prospective homeowners who'd like to have the house inspected before or right after the purchase of a property.
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Safety Observation Form
Safety observation form is used to identify hazards in the workplace. Provide details of the hazard and the appropriate control measure needed. An infograph of hierarchy of controls is included in this template as the safety officer's reference.
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Safety Inspection Checklist
General safety inspection checklist form
205 downloadsGet - Templateby SafetyCulture
Daily Log
Use this template to enter the general information such as company name, registered address, department, employee name, and role. Then, write the description of an activity that occurred in the workplace and indicate if the type of event is new, ongoing, related, or others. Next, take and/or attach photos relevant to the log entry and make annotations wherever necessary to ensure clarity and add other observations or comments as well. Finally, validate the completion of the log with a digital signature that automatically includes date and time stamps.
195 downloadsGet - Templateby SafetyCulture
Contract Review Checklist
Use this contract review checklist template to conduct thorough checks and analyses on the contracts you draw up, assess, and sign. You can also export the template into a contract review checklist PDF so that you have a separate copy on file, or use it directly in SafetyCulture to maximize the mobile app's features and functionality.
195 downloadsGet - Templateby SafetyCulture
Employee Coaching Feedback Template
Employees can use this Coaching Feedback Template to rate the overall coaching experience using the sliders (viewable upon download of the template). Direct reports can provide comments and fill out the optional name and signature field at the end before completing the form.
194 downloadsGet - Templateby SafetyCulture
Diversity and Inclusion Questions for Employee Surveys
Use this diversity and inclusion survey template to gather employee insights on diversity and inclusion.
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FMEA Control Plan Template
An FMEA control plan is a comprehensive documentation of corrective actions developed through an FMEA. Product design and process improvement teams should use an FMEA control plan template to prioritize high-risk failure modes and minimize or mitigate them. Use this template to specify evaluation measurement techniques, control methods, and reaction plans.
188 downloadsGet - Templateby SafetyCulture
Peer Employee Evaluation Form
Use this peer employee evaluation form to record feedback from coworker. Evaluate coworker's skills, quality of work and collaboration with the team. Assess if your coworker possesses a positive impact towards your environment and takes responsibility for his/her mistakes. Provide observations and recommendations to help assist with HR decisions.
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Accident Incident Report Form
An accident incident report form is used when someone got injured as a result of collision. This template can be used by fleet managers to document the details of the incident. Use this template to guide the inspector to perform the following: 1. Capture all contact details and verification information of the injured person 2. Describe full details of the injury and the accident 3. Take photo evidence of the surroundings 4. Record emergency services involvement (i.e. police, fire, paramedics), hospitalization information and witness statements 5. Capture electronic signatures from the relevant person involved and injured person
179 downloadsGet - Templateby SafetyCulture
Focus Group Template for Program Evaluation
This checklist can be used to discover how a program influences its attendees. This can be a good basis to know which program should be improved on. Document the aspects of the program which people find beneficial and take note of the ones which are not. Observe their nonverbal cues such as laughters, pauses or even discomfort. You can use SafetyCulture to take photo evidences of the respondents while being interviewed.
178 downloadsGet - Templateby SafetyCulture
HR Employee Record
An HR employee checklist is used to add a newly hired employee to the organization.
175 downloadsGet - Templateby SafetyCulture
HAZMAT Incident Checklist
A HAZMAT incident checklist is used by safety officers and first responders to assess the dangers of a HAZMAT incident and determine the appropriate action to mitigate hazards. Use this HAZMAT checklist for time-sensitive events and efficiently record variables surrounding the incident such as the weather, needed action, agencies contacted, and take optional photos of the incident for more context of the situation.
173 downloadsGet - Templateby SafetyCulture
Visitor Sign in Sheet Template
Use this Visitor Sign in Sheet to track visitors' sign in. Record information such as the reason for visiting, contact person, and their signature. Use SafetyCulture to generate offline reports and track visitors' attendance.
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Employee Engagement Survey
One good indicator of an effective management system is a high employee satisfaction rating. Use this survey questionnaire to record employees' personal evaluation towards their job, their work environment and the support that they get from the management. Share this template across the entire company and track the results via online dashboards.
168 downloadsGet - Templateby SafetyCulture
Quarterly Coaching Template
Use this for your Quarterly Coaching Template with direct reports and document key results achieved and/or missed during the quarter. Record what the employee considers as best traits and contributions to the company. Note expectations for the next quarter to set goals and provide feedback on what may be needed from the management. You can use SafetyCulture on your mobile device, iPad, or tablet to conveniently conduct your coaching and instantly generate and submit reports.
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