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
5 Whys Analysis Template
The 5 Whys Analysis is a simple root-cause analysis method usually practiced by sales and marketing teams. Using this digital 5 whys analysis template can help teams to effectively identify a 3 legged root cause of a problem: how the defect was produced, why the problem was not detected and why the possibility for failure existed. Complete the 5 whys analysis report with digital signatures.
by SafetyCultureDownloads: 493 - Template
New Employee Onboarding Checklist
Use this new employee onboarding checklist to gather onboarding documents of new hire employee. Check if all onboarding processes were conducted (readiness of employee's workstation and access tools, orientation on company policies, attendance, employee conduct, job expectations, safety measures, and hand over of employee handbook). Both the HR manager and new employee need to sign the new hire form.
by SafetyCultureDownloads: 485 - Template
Employee Incident Report
Employees can use this form to report all work related injuries, illnesses or near miss events no matter how minor. This template should be completed by employees and reviewed by a supervisor as soon possible after an incident occurs.
by SafetyCultureDownloads: 484 - Course
High Performance Leadership with Shane Watson
Shane Watson is a former Australian cricket all-rounder, two-time Allan Border medallist, two-time World Cup winner and globally recognised expert in leadership and high performance. In addition to his career on the pitch, Watson is a bestselling author and sought-after speaker on mental toughness and elite performance. This quick, actionable course shares some of Shane's expert insights and tips from his own experience as a cricketer and coach for many high-performing teams – and how you can do the same for your team. This course was created in partnership with Shane Watson to give you a taste of his own training program, 'The Winner's Mindset.' https://shanewatson.au/products/the-winners-mindset-course (Last updated: October 2024)
by BEON PerformanceDownloads: 483 - Template
Training Assessment Form
Trainers and Operations Supervisors can use this Training Assessment Form to record training programs needed by each employee. Use SafetyCulture to provide explanation why training program/s is/are recommended for the employee and generate assessment report while on-site.
by SafetyCultureDownloads: 480 - Template
Project Status Report Template
This project status report template, sometimes called project progress report, can be used regularly to track the progress of a business project. This template can be used by project managers and inspectors to document status on project performance areas: time, quality and budget, and determine roadblocks along the way. The template was converted using SafetyCulture and can serve as a guide for inspectors to perform the following: Provide details on the project performance areas if the current status was behind, slipping or on track, Document roadblocks, risks and potential hazards identified, Create a summary of the project status by providing a completion rate: 25%, 50%, 75% and 100%, Validate audit by affixing a digital signature, After conducting all project status reports, you can export all your audits as CSV and then transfer data in a separate sheet to have an overview of the project.
by SafetyCultureDownloads: 478 - Template
Environmental Audit Checklist
Download and use this free environmental audit checklist when analyzing your organization's environmental policy, checking your site establishment's cleanliness, and verifying if management practices in place are adequate and being followed.
by SafetyCultureDownloads: 477 - Course
Email Campaigns and Strategies
Email has been an indispensable tool in Sales and Marketing Campaigns for decades now. This course covers some facets of a successful email marketing campaign.
by SafetyCultureDownloads: 477 - by SafetyCultureDownloads: 468
- Template
Home Inspection Form
This form will allow inspectors to take as many photos as needed for each section of the home and include comments. Inspect the home's landscaping, driveway, exterior, sewage system, structure and basement, heating and cooling systems, water system, electrical system, individual rooms, and garage. Provide the overall comments and observations on the property before completing the inspection with a digital signature.
by SafetyCultureDownloads: 468 - Template
Facilities Reopening Readiness Checklist
This checklist can be used by facility managers to perform facilities readiness assessments for reopening after a lockdown. It can help ensure that the facilities system are functional and policies are up-to-date with the latest COVID-19 guidelines to ensure the safe return of employees and customers.
by SafetyCultureDownloads: 465 - Course
Mentoring - Finding, Becoming, and Being
Learn to locate, secure and make the most of a good mentor - and even be one!
by SafetyCultureDownloads: 464 
TemplateFire Pump Inspection and Test
A fire pump test is performed weekly to ensure the the equipment for fire safety is in working order and free of physical damage. The test consists of both a visual inspection and operational inspection. A successful inspection and test verifies that in the event of a fire emergency the suppression system will operate as intended.
by SafetyCultureDownloads: 463- Template
Workplace Hazard Assessment Form
Hazards associated with job processes and workflows need to be examined and reviewed to determine if existing control measures are effective and sufficient. Start by listing a process and identify the category of hazard (physical, chemical, biological, etc.). Evaluate the severity, frequency, probability of loss, and significance of hazards observed based on the rating guide provided. Site some recommendations for safety planning and purposes.
by SafetyCultureDownloads: 456 - Template
Visual Inspection Report Form
A visual inspection report form is completed by quality assurance inspectors to document pass/fail decisions on visually inspected products based on set defect criteria. Use this checklist to effectively indicate product ID and location, capture photo evidence of products and/or defects, determine pass/fail decisions based on a reference image, identify visual defects based on defect criteria, and complete the visual inspection with a digital signature.
by SafetyCultureDownloads: 455 - Template
Building Maintenance Template
Use this to perform preventative maintenance to preserve roofing, lighting, HVAC, and plumbing of the building.
by SafetyCultureDownloads: 451 - Template
Event Incident Report Form
Event planners can use this form to report incidents that occurred during an event.
by SafetyCultureDownloads: 442 - Template
Project Audit Interview Checklist
Use this template to gather all key elements of the charter and scope on the pre-planning stage of your project, including objectives and success criteria.
by SafetyCultureDownloads: 437 - Template
General Employee Evaluation Form
This general employee evaluation form converted using SafetyCulture can be used to document employee performance, accomplishments, and areas for improvement. Assess employee's job knowledge, quality of work, attendance, and productivity. Record employee's strongest and weakest points and site your recommendations.
by SafetyCultureDownloads: 435 - Course
Client Success
In the modern business landscape where options are near endless, traditional sales and marketing strategies alone may not be enough to sustain business growth. Enter the art of Client Success. In this course, we will talk about the importance of Client Success, and discuss important factors that can make or break client relationships for both new and loyal customers.
by SafetyCultureDownloads: 430 - Template
5W1H Template
Project managers, team managers, and others can use this template to apply the 5W1H process-improvement method into their business practices. Add your company and project name, who initiated the method use, and the date of creation. List and enumerate all the questions related to the situation. List and enumerate all the answers in the provided field. Provide solutions by creating corrective actions or reporting them as issues. Complete the analysis by adding other recommendations/notes and attaching a signature.
by SafetyCultureDownloads: 421 - Template
Residential Property Inspection Template
This form will allow inspectors to take as many photos as needed for each section of the house, condo, apartment and include comments. Provide the overall comments and observations on the property before completing the inspection with a digital signature.
by SafetyCultureDownloads: 421 - Course
How to Develop Strong Working Relationships (Screen Reader Accessible Course)
Understand how high-performance individuals should build and enhance relationships with this course. This course is compatible with screen readers to ensure that individuals with visual impairments can access, navigate, and engage with the course content seamlessly.
by SafetyCultureDownloads: 421 - Template
Product Launch Checklist
This product launch checklist is used to check and document the completeness of the processes, steps, and assets prior to its launch date.
by SafetyCultureDownloads: 419