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 SafetyCultureProject 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.
GetDownloads: 112- 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.
GetDownloads: 110 - 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.
GetDownloads: 109 - 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
GetDownloads: 108 - 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.
GetDownloads: 105 - 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.
GetDownloads: 104 - 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.
GetDownloads: 104 - Templateby SafetyCulture
Plantilla de encuestas de mercado - Investigación de campo
Esta plantilla de encuestas de mercado ayudará a los investigadores de mercado a recopilar datos del mercado objetivo para ayudar a las organizaciones a obtener información sobre las preferencias de compra de los consumidores y tomar decisiones comerciales acertadas. Los investigadores de mercado pueden recopilar datos fácilmente utilizando esta plantilla de encuestas de mercado en dispositivos móviles y enviar los resultados de la encuesta mientras están operando. Solo seleccionando los grupos de edad deseados (a partir de 16 años), el resto de la encuesta se generará con SafetyCulture.
GetDownloads: 101 - Templateby SafetyCulture
Plantilla de encuesta de clima laboral
Encuesta de trabajadores
GetDownloads: 101 - 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.
GetDownloads: 101 - 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.
GetDownloads: 96 - 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.
GetDownloads: 96 - 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.
GetDownloads: 95 - 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.
GetDownloads: 94 - Templateby SafetyCulture
Exit Interview / Survey
Get the most out of your exit interviews by asking these questions.
GetDownloads: 89 - 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.
GetDownloads: 87 - Templateby SafetyCulture
Housekeeping Duties Checklist
Use this housekeeping duties checklist to ensure that daily housekeeping duties are completed for the day in hospitality.
GetDownloads: 82 - 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.
GetDownloads: 82 - Templateby SafetyCulture
Employee Timesheet Template
Businesses can use this template as a regular employee timesheet. This template can either be downloaded as PDF and manually filled out, or used directly in SafetyCulture. Furthermore, using this template allows you to: indicate essential header items such as employee name, ID number, project name, and date range and add a brief description of the project or task. Specify work date, start and end time, and total number of hours, summarize other essential items including total number of work hours for the period and complete the timesheet by digitally signing the template.
GetDownloads: 81 - Templateby SafetyCulture
Change Request Template
A change request template is used as a formal authorization to make changes to the original scope of work. You can customize this template accordingly to your business needs.
GetDownloads: 78 - Templateby SafetyCulture
Community Needs Assessment
This community needs assessment template is based on CDC's workbook. This template can help with the planning process of the community needs assessment.
GetDownloads: 76 - Templateby SafetyCulture
Real Estate Listing Checklist
Used by listing agents when a property is about to be advertised for sale, this real estate listing checklist can help guide seller's agents with what tasks to accomplish to make sure that enough information is gathered about the real estate for pre-listing, listing, marketing, and closing.
GetDownloads: 76 - Templateby SafetyCulture
Lab Incident Report Template
Use this template to report any incidents in the lab including spills, leaks, cuts and any other injuries or property damage
GetDownloads: 75 - Templateby SafetyCulture
Focus Group Survey Demographic Template
This checklist can be used by research teams when finding the right respondents for the focus group.(E.g. reaching out to people outside a grocery stores). Record demographic data such as gender, age group, nationality, marital status, educational attainment and employment status. You can modify the items based from the goals that you want to achieve. These data can also be useful for statistics and case studies. Use SafetyCulture to conduct more efficient demographic surveys by using your iPad, tablet or mobile device.
GetDownloads: 74