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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 SafetyCultureConference Room Equipment Checklist
Meeting organizers and persons in charge can use this conference room equipment checklist to ensure that all facilities, tools, and materials are available and functional for the purpose of a scheduled meeting. Check if equipment such as a SMART board, Polycom speakers/microphones, and digital projectors are available and working. Confirm that the electrical power in the room is sufficient, if contingency plans are in place in case of equipment malfunction, if any additional costs will be incurred.
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New Starter Onboarding Checklist
Conducting job orientation help set clear expectations on job responsibilities and limitations. Use this template to confirm if the onboarding topics are relevant and effectively disseminated to the new hires. This includes orientation of job responsibilities, hours of work, payroll and time reports, employees' rights, information systems, office environment and proper usage office equipment. It also captures recommendations for safety planning.
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Market Survey Template - Field Research
This market survey template will help field market researchers gather data from the target market to help organizations gain insight on consumer buying preference and make sound business decisions. Market researchers can easily collect data using this market survey template on mobile devices and submit survey results while in the field. Only by selecting the intended age groups (16 and up) will the rest of the survey prompt.
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360 Leadership Assessment
This 360 Leadership Assessment template is an excellent guide for observing how leaders or management apprentices coach their direct reports and make sure the action plans formulated with the employee are S.M.A.R.T. Begin by observing how the coaching started then check the steps taken during root cause analysis, action planning, and how the coaching was concluded. Provide some recommendations and include the signature of the coach and the observer. Use Analytics to keep track of frequent failed items and use the scoring feature and data gathered to help the coach improve.
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BSCI Compliance Checklist
This BSCI compliance checklist is used to evaluate documents if complete, verified and compliant to keep an effective Social Management System.
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General Sign in Sheet Template
Use this General Sign in Sheet Template to record your visitors' sign in and sign out. This can help track the number of people entering and leaving your venue or event. Use SafetyCulture to generate offline reports and track daily attendance.
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Comprehensive Procurement Checklist
This comprehensive version of a procurement checklist can be adapted by organizations to check internal processes and ensure that all procurement requirements are met. Prospective suppliers can also use this checklist to look into meeting possible government requirements for procurement.
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Environmental Incident Report Template
Download this free environmental incident report template to record and address workplace incidents that have a potential or actual impact on the environment. Using this template, ensure thorough documentation by describing the incident, its cause, and recommended corrective actions.
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Basic Asset Management Template
This basic asset management template is designed to help asset managers track the important details of vital company assets and indicate the schedule of maintenance tasks for each asset. Upon completion, the template can be signed off by the asset owner, manager, and custodian to verify that the details provided are accurate and up-to-date.
145 downloadsGet - Templateby SafetyCulture
Technical Due Diligence Checklist for Commercial Real Estate
Real estate angel investors can use this technical due diligence checklist to list all factors and requirements that can help them assess the feasibility of a commercial real estate acquisition. Customize this checklist to adapt to the different requirements of varying commercial real estate business projects.
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Root Cause Analysis (RCA)
The Root Cause Analysis (RCA) checklist is designed to help organizations identify and address the underlying causes of problems or incidents. It provides a structured approach to analyze failures, implement corrective actions, and prevent recurrence.
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Top-Down Employee Evaluation
Supervisors can use this top-down evaluation form to evaluate their subordinates. Use this template to help assess employee's behavior, productivity, strengths and areas for development. Affix digital signatures to verify the 1:1 discussion.
138 downloadsGet - Templateby SafetyCulture
Performance Management Template
Download this free performance management template to start collating key information about your employees' performance on the job. Effectively manage every step and initiative related to your overall performance management system using the template's features and dynamic fields.
132 downloadsGet - Templateby SafetyCulture
Fire Fighting Equipment Inspection Checklist
This checklist helps ensure that firefighting equipment is regularly inspected and maintained. It includes essential items to verify functionality and compliance with safety standards, contributing to a safer environment.
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Project Audit Questionnaire - Project Stakeholders
Use this template to gather insights from the project stakeholders and set up plans or other applicable future actions.
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Project Execution Plan Template
This project execution plan template helps project managers and teams draft strategies for implementing their projects. Start by supplying basic project details and delve into the specifics of the execution phase, including its scope, specifications, and steps for carrying out activities. After outlining the details, note any changes or recommendations within the project duration and electronically sign off the document as proof of completion.
122 downloadsGet - Templateby SafetyCulture
Skills Gap Analysis Template
This Skills Gap Analysis Template can be used to help increase employee skills level and determine if an employee is fit for a specific position. Assess the current skill of the employee and set the target skill level. Identify the gaps and risk and how to achieve the target goal. Assign action plans which include priority levels and target dates.
121 downloadsGet - Templateby SafetyCulture
Real Estate Due Diligence Checklist
This detailed real estate due diligence checklist covers everything about the real estate and the seller with respect to the property. Aside from asking for details on how the property is run, this due diligence real estate checklist also covers environmental aspects of the property, legal information, utilities, and other information concerning the real estate.
119 downloadsGet - Templateby SafetyCulture
COVID 19 Response Guidance Checklist for Businesses and Employers
This interim guidance is based on what is currently known about the coronavirus disease 2019 (COVID-19). The following interim guidance may help prevent workplace exposures to COVID-19, in non-healthcare settings.This guidance also provides planning considerations for community spread of COVID-19. Reference: https://www.cdc.gov/coronavirus/2019-ncov/community/guidance-business-response.html
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Distribution Agreement Template
This distribution agreement template is used to document the arrangement between dealer and distributor.
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Request for Quotation Template
This RFQ template can be used by procurement officers and purchasing managers to structure their request for quotation and ensure that they provide all of the necessary details to suppliers and vendors. Use the request for quotation template to do the following: 1) Provide a short background to introduce the company and why it needs the product/service, 2) Record pre-qualification requirements so that only qualified suppliers and vendors proceed with the RFQ, 3) Request a quote for a product, service, or a combination of products and services, 4) Ask suppliers and vendors to submit a price breakdown of itemized costs, and 5) Include answers to frequently asked questions before sending out the RFQ.
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Workplace Pandemic Preparedness Plan
This workplace pandemic preparedness plan checklist by the Center for Disease Control and Prevention (CDC) can help pandemic coordinators of large organizations to develop, maintain, and act upon strategies to protect employee health and safety in the event of a future pandemic.
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New Employee Training Checklist
Download this free new employee training checklist that you can use to efficiently track and manage the training needs of your new hires. Ensure every resource, material, and aspect of your holistic training program is covered and accomplished using this checklist.
112 downloadsGet - Templateby SafetyCulture
Customer Representative Competency Assessment
This customer representative competency assessment template is used to measure a candidate's suitability for a customer representative role. It helps measure the technical, behavioral, and organizational background of a candidate, checking if the candidate meets the criteria set by the company.
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