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.
Templateby SafetyCultureCustomer 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.
Downloads: 115Get- Templateby SafetyCulture
Comprehensive New Employee Checklist
This new employee checklist template converted using SafetyCulture is a comprehensive checklist of the employee onboarding process. It can be used to record documents and confirm if policies, administrative procedures, tools, and position information were discussed and understood by the new employee.
Downloads: 114Get - Templateby SafetyCulture
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.
Downloads: 114Get - Templateby SafetyCulture
Business Resumption Plan Template Checklist
A Business Resumption Plan is a tool activated after a significant disruption or emergency to help companies gradually restore critical business functions to maintain continuity of service to clients and business partners. Use and customize this business resumption plan template to help you identify hazards in relation to the pandemic and how you can mitigate risks to critical business functions and assets.
Downloads: 114Get - Templateby SafetyCulture
General Project Handover Template
Download and use this free project handover checklist template to make a smooth process of transitioning from one phase to another. Ensure all project key stakeholders are well-informed about the status of the project with the help of this template.
Downloads: 113Get - Templateby SafetyCulture
Disaster Preparedness Kit Checklist
Use this disaster supply checklist when thinking of what to procure for disaster preparedness. The following items should be in your disaster preparedness kit: a) Water, food, antibacterial wipes, and first aid kit, b) Battery-powered radio, flashlight, and extra batteries, and c) Whistle, map of the area, and identification card. The disaster preparation checklist also contains items for maintaining your disaster supply kit. Businesses can adequately prepare for any type of natural disaster with this basic emergency kit list.
Downloads: 113Get - Templateby SafetyCulture
Individual Stress Assessment Form
Managers and supervisors can use this template to create a stress profile for each employee. Knowing what stresses employees can help leaders build great relationships with their teams and address issues immediately.
Downloads: 112Get - Templateby SafetyCulture
HSE Return to Work Questionnaire
This HSE Return to Work questionnaire is used to determine work-related stress or outside of work factors which may have caused an employee to underperform and lose motivation to work. This template is divided into 7 categories to identify the main causes of stress among the employees.
Downloads: 109Get - Templateby SafetyCulture
Corporate Social Responsibility (CSR) Audit Checklist
Download and use this free CSR audit checklist to assess and enhance your organization's ethical, social, and environmental responsibilities. Foster transparency, accountability, and continuous improvement in your CSR initiatives by tailoring this checklist to align with industry standards and track progress over time.
Downloads: 104Get - Templateby SafetyCulture
Incident / Hazard Report Form
Use this hazard report form to: - Identify the incident / hazard type and the level of treatment needed - Record who was injured, their contact number, and the nature of the injury - Document the task/s performed when the incident / injury occurred - Check which factors contributed to the hazard, incident, and/or injury - Specify the control type when creating corrective actions
Downloads: 104Get - Templateby SafetyCulture
Workplace Violence Risk Assessment
Based on HSE guidance for assessing the risks of work-related violence, this workplace violence risk assessment template is especially crucial for employers in the hospitality and retail industries. With this workplace violence risk assessment template, employers can do the following: 1) List workplace violence hazards observed or experienced as well as those that are suspected to be happening in the workplace, 2) Specify if known risk factors (aspects of the work that make violence more likely) are present or absent in the workplace, 3) Identify the risk levels of workplace violence risk factors using the risk matrix provided, 4) Develop effective risk control measures while taking into consideration the comments, opinions, and ideas of the staff, and 5) Create an action that reminds them to review the workplace violence risk assessment one year from the time it was completed.
Downloads: 102Get - Templateby SafetyCulture
Project Initiation Document Template
Project managers can use this Project Initiation Document (PID) template to outline basic project details. From its scope and objectives to its approach and performance parameters. Start with a summary of the project and define its purpose, objectives, scope, and key deliverables. Then, describe the benefits of the project to the business, the people involved, and the delivery approach. Make sure to attach relevant documents and sign them off for approval.
Downloads: 102Get - Templateby SafetyCulture
Environmental Aspects and Impacts Register Template
Download and use this free environmental aspects and impacts register template to capture and assess the various environmental aspects and impacts associated with your organization's operations. Identify key environmental risks, prioritize mitigation actions, ensure compliance with regulations, and benchmark significance scores accordingly.
Downloads: 102Get - Templateby SafetyCulture
OSHA Near Miss Form
Based on the Incident Investigation Form provided by OSHA in their Incident Investigation Guide for Employers, this digital near miss form can be used to do the following: 1) Preserve or document the scene, 2) Collect information, 3) Determine root causes, 4) Implement corrective actions.
Downloads: 101Get - Templateby SafetyCulture
Return to Work Risk Assessment Form Template
This return to work risk assessment form is intended to be used to list the identified safety implications associated with the return to work process of employees that are high-risk. The risk assessment process should consider the impact of the workplace on the returning employee's ability to work and if there are existing controls to help mitigate the risk to the employee.
Downloads: 100Get - Templateby SafetyCulture
General Daily Attendance Sheet
USe this general daily attendance sheet to register attendance for different purposes (e.g. business meetings, training events, and networking events). Worry less about losing track of attendance history because of lost paperwork.
Downloads: 96Get - Templateby SafetyCulture
Incident Management System Checklist
The SIPOC (Suppliers, Inputs, Process, Outputs, Customers) template is a high-level process mapping tool used to visualize key components of a process. It aids organizations in understanding and improving their workflows.
Downloads: 93Get - Templateby SafetyCulture
Information Asset Register Template
Use this straightforward information asset register template when recording assets, files, systems, and applications used for processing or storing personal information and other data across the organization.
Downloads: 92Get - Templateby SafetyCulture
Job Cost Sheet Template
Download and use this free job cost sheet template to record project expenses and estimate costs in accordance with the agreed requirements and specifics. Ensure approval and acknowledgment from relevant stakeholders such as clients and project managers by including sign-offs.
Downloads: 89Get - Templateby SafetyCulture
Exit Interview / Survey
Get the most out of your exit interviews by asking these questions.
Downloads: 87Get - Templateby SafetyCulture
ESG Due Diligence
This ESG Due Diligence checklist is used for evaluating the impact and sustainability of business operations. This checklist covers key areas such as environmental policies, social responsibility initiatives, governance structures, and risk management strategies.
Downloads: 87Get - Templateby SafetyCulture
Return to Work Plan Template
This Return to Work Plan template can be used, particularly by Australia-based employees, to develop a recovery and return to work strategy if they are likely to be away from work for more than four weeks. The return to work plan aims to include the necessary steps required to achieve the objectives agreed on by the employee and the manager.
Downloads: 86Get - Templateby SafetyCulture
Policies and Procedures Template for Small Business
Small business owners can use this policies and procedures template to write policies and procedures as they are needed by their business. Another feature of this template is that there are separate line items for steps in procedures and small business owners can add as many procedures as they need for a single policy.
Downloads: 82Get - Templateby SafetyCulture
Housekeeping Duties Checklist
Use this housekeeping duties checklist to ensure that daily housekeeping duties are completed for the day in hospitality.
Downloads: 80Get