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.
- Template
ESG Checklist
This ESG checklist template is based on the ESG checklist used by the UN Principles for Responsible Investment (PRI). Use this checklist and its guide questions to analyze your ESG compliance and check for any issues in your company's practices.
by SafetyCultureDownloads: 800+Get - Course
Improving Your Sales Forecast
Learn about the importance of a standardised sales process, and how the technology behind predictive analytics (Artificial Intelligence and Machine Learning) can help improve your organisations forecasts and how you can implement the right tools for your team.
by SafetyCultureGet3 LessonsDownloads: 800+ - Template
General Appraisal Form
This comprehensive General Appraisal Form can be used to conduct the annual performance evaluation of an employee. This template includes details of the staff member being appraised, rating scores for performance assessment (position expertise, leadership, supervision, productivity, soft and interpersonal skills and behavior), training and development plans, and incidents happened within the year. You may also include detailed comments on the performance of your employee. Provide an overall performance score and affix the digital signatures of both the appraiser and appraisee to verify completion of the appraisal.
by SafetyCultureDownloads: 800+Get - Template
Environmental Impact Assessment Template
This environmental impact assessment template can be used to review the potential effects of the proposed project in various environmental areas. This template follows the indicators provided in the UK Government's EIA screening checklist and can be modified according to relevant project and regulatory requirements in your jurisdiction.
by SafetyCultureDownloads: 800+Get - Course
True Influence - Developing Enduring Impact
In a more connected and complex world, where problems need a multi-disciplinary approach to solve, working with diverse team members becomes a common practice. To succeed in such diverse team situation, one needs effective communication, interpersonal, and influencing skills. In this course, we introduce to you the concept and practice of True Influence. True Influence is about influencing in a manner that is true to oneself and the other. It is value-based, sincere, and constructive, so it is an enduring form of influence.
by SafetyCultureGet6 LessonsDownloads: 800+ - Template
Comprehensive Supplier Audit
This comprehensive audit checklist is used to ensure that the supplier's quality management system (QMS) meets business requirements and standards. This template can be used by suppliers to document and report any non-compliance to quality standards. The template has 99 items and been built to guide the inspector to perform the following: Conduct a site walkthrough in the warehouse or production. Use this template as a guide to identify any risk detected. Assign actions to responsible teams concerning urgent issues that may arise during the audit. Complete the inspection with a digital signature and timestamp to validate audit.
by SafetyCultureDownloads: 800+Get - Template
Workplace Incident Report Form
A workplace incident report form is a tool used by any staff to record incidents that caused injuries within the workplace. Indicate the individuals involved and the injuries sustained. Using this checklist can also document workplace violence and be helpful in compensation, insurance claims, and court cases.
by SafetyCultureDownloads: 800+Get - Course
Solution Selling Strategy
Review the basics of solution selling as a client strategy and learn how to make actionable plans for turning industry risks into business opportunities.
by SafetyCultureGet4 LessonsDownloads: 800+ - Template
Management of Change Form Template
A management of change form needs to be signed by all signatories to confirm approval of change/s being implemented. It also contains a list which confirms documentation of changes.
by SafetyCultureDownloads: 800+Get - Template
Display Screen Equipment (DSE) Assessment Form Template
The DSE workstation assessment form can be used by employers who need to comply with the Health and Safety (Display Screen Equipment) Regulations 1992. It lists risk factors in six areas, with "yes/no" tick boxes: keyboards, mouse and trackball, display screens, software, furniture, and work environment. It also lists issues to consider and provides a space to record planned action. This template is based on the Health and Safety Executive Northern Island's (HSENI) DSE Workstation Assessment Checklist.
by SafetyCultureDownloads: 800+Get - Course
Leadership Theory: Charismatic Leadership
In this course, you will explore the benefits and potential negative aspects of charismatic leadership in a workplace context. Last Updated: February 13, 2025
by SafetyCultureGet4 LessonsDownloads: 800+ - Template
Employee Offboarding Checklist
This checklist provides the steps the supervisor/manager and the employee need to complete in order to allow the employee to officially exit from the department.
by SafetyCultureDownloads: 700+Get - Template
New Hire Training Evaluation Form
This Training Evaluation Form - New Hire can be used by trainers to record observations on new employees during training and evaluate how well employees performed according to a given metric or key performance indicator. Use SafetyCulture to record observations and recommendations and use Analytics to observe progress of employee performance.
by SafetyCultureDownloads: 700+Get - Template
Fire Investigation Report
Use this fire investigation report to create a summary of a fire incident. This template can be used through a collaboration with the investigative team to know the root cause of fire, whether it is accidental or criminal, describe factors and problems that may contribute to it, document interviews from the witnesses and completing the report by writing recommendations and detailing evidences through pictures.
by SafetyCultureDownloads: 700+Get - Template
BSCI Audit Checklist
This BSCI audit checklist is used in assessing the ethical and social policies, regulations, and operational procedures of an organization.
by SafetyCultureDownloads: 700+Get - Template
Plantilla de informe A3
Esta plantilla de informe A3 se puede utilizar para identificar, analizar y resolver desafíos complejos en un entorno empresarial. Por lo general, lo utilizan gerentes y supervisores que buscan erradicar contratiempos, ineficiencias y ambigüedades en las operaciones comerciales para maximizar la productividad.
by SafetyCultureDownloads: 700+Get - Template
Plantilla DMAIC
Una plantilla DMAIC puede ayudar a garantizar que los profesionales de Seis Sigma apliquen la metodología DMAIC (Definir, Medir, Analizar, Mejorar, Controlar por sus siglas en inglés) como un análisis de causa raíz para las mejoras de procesos. Comience definiendo los objetivos del proyecto y enumerando los productos finales del cliente. A continuación, mida el rendimiento actual del proceso para cuantificar el problema. Analice hasta que se haya identificado la causa raíz y mejore el diseño, el sistema y/o el proceso con soluciones evaluadas y reevaluadas. Finalmente, especifique el sistema de seguimiento y control establecido y complete la DMAIC con su firma digital.
by SafetyCultureDownloads: 700+Get - Course
Giving Effective Feedback
Feedback has become more and more important in organizational life. More than ever, in a distributed workplace we need to give one another feedback effectively to grow trust, develop the team and produce desired outcomes. In this module, you will learn the what, why, and how of Giving Effective Feedback
by SafetyCultureGet1 LessonDownloads: 700+ - Course
The Future of Work
This course covers the different trends that can be applied by leaders and people looking to start their own business to effectively manage and cultivate their organization in the fast-paced world we're currently living in. Learn about organizational design, network of teams, distributed teams, and the cutting-edge work practices of the future.
by SafetyCultureGet5 LessonsDownloads: 700+ - Course
Advanced Negotiation
In this course, you'll go beyond using basic negotiation tactics and into more advanced strategies being used by master negotiators. The course discusses the process, strategies, implementation, coalitions, and information sharing, all of which you'll need to learn in order to drive success as a negotiator, whether you're inking a high-stakes deal for your company or engaging in multiparty negotiations.
by SafetyCultureGet5 LessonsDownloads: 700+ - Course
How to Experiment
Experimenting as a leader will grab people's attention through interesting ways.
by SafetyCultureGet6 LessonsDownloads: 700+ - Template
Waste Audit Checklist
Use this waste audit checklist to ensure an effective waste audit process for the organization. Use this to: determine the readiness of the waste audit team, prepare equipment needed during the audit, guide the team during sorting of waste, and come up with action plans.
by SafetyCultureDownloads: 700+Get - Course
Managing Remote Employees
New ways of working are becoming the norm, while this shift can bring many challenges these can easily be overcome and avoided by following the practical tips provided in this course.
by SafetyCultureGet4 LessonsDownloads: 700+