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
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 SafetyCultureGetDownloads: 759 - 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 SafetyCultureGetDownloads: 752 - 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 SafetyCultureGetDownloads: 750 - Course
Driving Team Performance
Building high performance teams is one of the key ingredients of a successful company, and this course will teach you the right mix of development opportunities that can help you bring out the best in your employees.
by SafetyCultureGetDownloads: 744 - 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 SafetyCultureGetDownloads: 735 
TemplateESC - Incident investigation form
Explore the ESC - Incident investigation form template designed to ensure compliance, enhance efficiency and promote safety in your operations.
by SafetyCultureGetDownloads: 731- 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 SafetyCultureGetDownloads: 728 - Course
Learn and Apply
The best leaders are the ones who never stop learning. This course teaches us how having a learning mindset can set you apart from the rest.
by SafetyCultureGetDownloads: 726 - 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 SafetyCultureGetDownloads: 710 - Template
SOX Compliance Checklist
A SOX compliance checklist is used by the management team of publicly-traded companies to evaluate their compliance with the Sarbanes-Oxley Act and improve areas where potential noncompliance can occur. Use this checklist as a practical application of Section 404: Management Assessment of Internal Controls because it seems to cause the most difficulties for compliance.
by SafetyCultureGetDownloads: 699 - 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 SafetyCultureGetDownloads: 695 - 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 SafetyCultureGetDownloads: 693 - Course
Connection and Collaboration
Delve into the correlations between rapport, collaboration and knowledge creation.
by SafetyCultureGetDownloads: 693 - 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 SafetyCultureGetDownloads: 692 - 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 SafetyCultureGetDownloads: 689 - 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 SafetyCultureGetDownloads: 687 - 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 SafetyCultureGetDownloads: 684 - 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 SafetyCultureGetDownloads: 676 - 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 SafetyCultureGetDownloads: 667 - Template
Hazard Report Form
Use this hazard report form to: - Keep track of when and where the hazard was reported - Describe the hazard using text, images, and annotations - Determine the seriousness of the injury and the medical attention required - Create a corrective action plan to minimize hazard risk - Implement control measures for accident prevention
by SafetyCultureGetDownloads: 666 - Template
OSHA Ergonomic Computer Workstation Checklist
Office workers who spend long hours seated at a desk and working on a computer have a high-risk of acquiring ergonomic strains and other injuries. These result from repetitive movements, sitting in awkward positions, straining neck, and static postures. Use this OSHA Computer Workstation template to promote neutral postures, comfortable seating, right lighting level, and proper positioning of computer devices.
by SafetyCultureGetDownloads: 660 - Template
Condition Survey Template (Commercial)
Use this condition survey template to assess a property's physical condition, identify structural flaws, and provide recommendations.
by SafetyCultureGetDownloads: 659 - 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 SafetyCultureGetDownloads: 653