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: 500+Get 
TemplateFormulario de informe de investigación
Una plantilla de informe de investigación tiene como objetivo ayudar a los investigadores a garantizar una investigación oportuna, completa y precisa de una denuncia o queja. Optimice la recopilación de pruebas y los informes de investigación con el uso de esta plantilla. Comience proporcionando información general sobre el tema, registre el sumario de la denuncia y documente las pruebas físicas y las entrevistas de investigación. Llegue a una conclusión y complete el informe de investigación con firmas digitales.
by SafetyCultureDownloads: 500+Get- 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 SafetyCultureGet4 LessonsDownloads: 500+ - Template
Self-Assessment Employee Evaluation Form
This self-assessment employee evaluation form can be used by employees to reflect and evaluate their performance over-time. Digital signatures were provided to validate discussion with the supervisor.
by SafetyCultureDownloads: 500+Get - 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 SafetyCultureGet6 LessonsDownloads: 500+ - Course
Dealing with Office Politics
Office politics can affect each dimension of the workpalce both consciously and unconsciously. This is why it is crucial to educate learners on what office politics are and how to work with them, rather than against them. This course draws together essential elements to teach learners the relationship between office politics and power/leadership. The 4-part course is guaranteed to teach you something new, prepping you with the vital skills you need for political office success. The course breaks down what office politics are, a rundown of organisational power, what it means to be diplomatic, and understanding the motivations of others.
by SafetyCultureGet4 LessonsDownloads: 500+ - Template
DSE Workstation Self-Assessment Checklist
This display screen equipment (DSE) workstation checklist can be used by employees to conduct self-assessments and be in compliance with the DSE Regulations 1992. This checklist sample is based on the University of Cambridge's DSE User Self-Assessment Checklist.
by SafetyCultureDownloads: 500+Get - Template
Event Incident Report Form
Event planners can use this form to report incidents that occurred during an event.
by SafetyCultureDownloads: 500+Get - 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: 500+Get - Template
Employee Performance Review Template
This template provides a structured framework for conducting employee performance evaluations. It includes sections for setting goals, assessing performance, and providing constructive feedback, helping organizations foster employee development and improve overall productivity.
by SafetyCultureDownloads: 500+Get - 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: 500+Get - Template
Post-Training Evaluation Form
A post-training evaluation form is a tool used to assess a training program or course right after it is conducted. This form can be used to gather valuable insight into the effectiveness of a program. Use this form template to evaluate and improve future training programs.
by SafetyCultureDownloads: 400+Get - Template
Technical Due Diligence Checklist
A technical due diligence is sometimes called an IT due diligence and it helps IT Managers check all essential Information Technology related assets of a business during mergers and acquisitions. This is crucial for streamlining IT assets and processes.
by SafetyCultureDownloads: 400+Get - Template
SOX Audit Checklist
A SOX audit checklist is a tool used by internal auditors to verify the implementation of security controls, focusing on Section 302: Corporate Responsibility of Financial Records and Section 404. Use this checklist to assess the company's safeguards to prevent data tampering, track data access, and detect security breaches. This checklist also includes appropriate measures for disclosure to SOX Auditors.
by SafetyCultureDownloads: 400+Get - Course
Competitive Landscapes
Learn about the many benefits of doing a competitive landscape analysis, and the importance of using competitive intelligence to help you develop a counter strategy.
by SafetyCultureGet3 LessonsDownloads: 400+ - Template
HR Standard Operating Procedure (SOP) Checklist
The HR Standard Operating Procedure (SOP) Checklist provides a structured framework for managing HR processes, ensuring compliance, and streamlining onboarding, offboarding, and employee records management. This template is designed to help HR professionals optimize their operations while maintaining legal and procedural standards.
by SafetyCultureDownloads: 400+Get - Course
Embracing the Startup Mentality
Being part of a startup culture can be one of the most exciting and rewarding experiences in your career. It has the potential to accelerate your professional growth while allowing you to enjoy the journey. However, success in this environment depends on your mindset. In this course, you'll learn what it means to have a startup mentality and how to apply it in your daily work to thrive in fast-paced, dynamic settings.
by SafetyCultureGet3 LessonsDownloads: 400+ - Template
Trainee Evaluation Form
This trainee evaluation form is a tool used to evaluate and give feedback to trainees. Rate trainees on punctuality, responsibility, preparedness, and more. Use this template to provide trainees with feedback that they can use to improve themselves.
by SafetyCultureDownloads: 400+Get - Template
5 Whys Form Template
A 5 whys form template is used by business teams to drill down to the root cause of a problem using the 5 Whys technique. This template has been designed to make it easier for teams to ask and answer the question, "Why did this problem occur?" 5 times to discover the root cause. Take or attach relevant photos with the use of this template and complete this digitized 5 whys form with electronic signatures.
by SafetyCultureDownloads: 400+Get - Template
Health and Safety Induction Training Checklist
This health and safety induction training checklist can be used by managers when checking staff adherence to health and safety requirements. This is a general checklist provided by the UK government converted into SafetyCulture's digital format.
by SafetyCultureDownloads: 400+Get - Template
Daily End of Shift Report
This daily end-of-shift report template simplifies one's daily reporting duties before closing their shift. Frontline staff and managers can fill out this template to report their task details and status for the day. Attach photos and videos as proof of completion and provide additional notes on the process. Standardize shift reports and improve communication across teams using this template.
by SafetyCultureDownloads: 400+Get - Template
Plantilla de Feedback 360
Esta plantilla de comentarios 360 para gerentes, líderes y empleados se puede usar para tener un enfoque más general recopilando comentarios; está basada en tres aspectos principales: transparencia en los comentarios, fortalezas y mejoras. Estas secciones deben ser completadas por el gerente, el líder y los compañeros o subordinados directos del empleado.
by SafetyCultureDownloads: 400+Get - Template
PESTLE Analysis Template
This free PESTLE analysis template allows business analysts and decision makers to effectively account for macro-environmental factors that can impact the organization and its operations toward achieving objectives. Using this template, be able to allot different sections to document all PESTLE factors (Political, Economic, Social, Technological, Legal, and Environmental) that are relevant to your organization, set a unique scoring system to properly rate each factor for prioritization, and export a report for future reference you can use in succeeding PESTLE analysis sessions.
by SafetyCultureDownloads: 400+Get