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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.
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NPS - Customer Satisfaction Survey for Products
This checklist contains slider fields to let the customers rate a product, service or company. The rating system can be scaled from a zero satisfactory rate to an exceptional or excellent customer satisfaction. It also covers customer information gathering for possible research and study purposes.
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Housekeeping Duties Checklist
Use this housekeeping duties checklist to ensure that daily housekeeping duties are completed for the day in hospitality.
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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.
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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.
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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.
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Manager Self-Evaluation Checklist
A manager self-evaluation is one of the best methods to assess the leadership performance and management style of managers in handling people and teams. Share this checklist to the management team and let them answer whether they agree to the following statements or not. Ensure to complete the audit by affixing digital signatures.
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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.
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Needs Assessment Training Survey
This needs assessment training survey is a questionnaire designed to help the organization deliver the best training to meet project needs. Use this training survey to determine training priorities.
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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.
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Product Development Checklist
This is a general-use checklist that will take you through the process of developing a product. This encourages you to think deeply about your product, its purpose, and the goal you want it to achieve.
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Swimming Pool Incident Report Template
A swimming pool incident report template is used to record incidents such as injuries, vomit, fecal, blood contamination, near-drowning, drowning, or others. Use this template to record specific details of the incident and help the establishment improve safety and security measures.
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ISO 37301 Checklist
Download and use this free ISO 37301 checklist in auditing your organization's conformance to the ISO standard for Compliance Management System (CMS). Ensure a systematic evaluation of each requirement, fostering a robust CMS that aligns with ISO 37301 and promotes a culture of continual improvement in your organization's compliance practices.
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Laboratory Radiation Safety Checklist
Use this template to ensure safety when working with radioactive devices in the laboratory. Begin by detailing the building and room information and the radionuclides used for the activity. Check if the storage rooms and waste containers are adequate as well as the disposal practices for radioactive materials. Evaluate if laboratory safety measures are followed including personnel protection and monitoring for all workers. Lastly, training and survey records must be updated to ensure that all workers are competent and permitted to work during risky conditions.
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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.
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Employee Satisfaction Survey
This form can be used by employers, team leaders, and HR professionals to conduct employee satisfaction surveys amongst their staff. Add questions and notes as necessary, and empower employees to create actions to address problems they might have with their work experience.
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Non - Disclosure Agreement
This Non-Disclosure Agreement is a sample provided for your information only and may not be relied upon as legal advice.
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Video Display Unit (VDU) Workstation Assessment Form Template
The video display unit (VDU) workstation assessment checklist can help safety representatives and individual workers carry out inspections where there are visual display units (VDU), such as computer screens (also referred to as DSE). This template is based on the Health and Safety Executive Northern Island's (HSENI) DSE Workstation Assessment Checklist.
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Basic Decision Matrix Template
This decision matrix template works best for simplified decision-making procedures. Rate each option on a scale of 1-5 and calculate the results to reach a final decision. You can also personalize the template's scoring system based on your business needs. Empower your team members to share their input on crucial decisions through this decision matrix template.
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Real Estate Listing Form
This form will help you organize your listings
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Code of Conduct Policies and Procedures Template
This policies and procedures template for the employee code of conduct contains separate pages for: General Code of Conduct, Non-Smoking Policy, and Drugs and Alcohol Policy. Each page has instructions for the specific code of conduct policy to help guide you as you write your policies and procedures.
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Change Order Form Template
Use this change order form template for requesting, approving and documenting alterations to the project. This template is divided into three sections intended for: individual submitting the change request, project manager communicating their initial impact analysis of requested change and Change Control Board (CCB) to document final decision.
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Annual Coaching Template
Use this Annual Coaching Template for the crucial annual coaching and document what the employee considers as the best traits or contributions within the year. The recorded data from the Quarterly Coaching Template can be used as reference if needed, with SafetyCulture's cloud-based storage, data retrieval will not be an issue.
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Smog Checklist
This smog checklist is used by smog technicians to record the measured vehicle emissions and indicate if they are within acceptable levels according to regulations. Indicate measured Hydrocarbons (HC), Carbon Monoxide (CO), and Oxides of Nitrogen (NOx) to see if the vehicle passed or failed the smog check.
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Exception Report Template
Project managers and supervisors can use this exception report template in order to document instances of work deviation, including the relevant factors and reasons why deviation was necessary. This exception report template includes fields for: 1. Planned start date and actual start date, and original versus adjusted due date. 2. Estimated current completion (percentage). 3. Details regarding current progress. 4. Information regarding the factors and reasons that necessitated work deviation. 5. Full name and signature of the project manager or responsible personnel
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