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Professional Services
Browse professional services templates, checklists, and training courses for process management, workplace safety, and compliance checks. Help your teams follow best practices, keep standards consistent, and manage daily work more efficiently across the workplace.
Browse Professional Services
2,105 results- Template
HR Employee Record
An HR employee checklist is used to add a newly hired employee to the organization.
by MittiDownloads: 200+Get - Course
Valuation
Measuring a company's worth is an essential requirement for making intelligent business decisions. This course lays out key insights about the valuation process, the different stages of funding as well as the three most common valuation methods for pre-revenue startups.
by MittiGet3 LessonsDownloads: 200+ - Course
Lone Worker in SafetyCulture
This course introduces the purpose, features, processes, and safety benefits of SafetyCulture’s Lone Worker tool. Learners will gain insight into how the tool helps monitor remote employees, manage lone-work activities, and implement effective escalation procedures to ensure a safer work environment.
by MittiGet4 LessonsDownloads: 200+ - Template
Formulaire d'évaluation des performances de l'employé
Ce formulaire d'évaluation des performances du personnel peut être utilisé pour évaluer les performances globales d'un employé et il permet d'identifier les domaines à féliciter ainsi que les domaines qui nécessitent une remise à niveau. Ce formulaire d'évaluation des performances du personnel est lié à une carte de pointage pour noter l'assiduité, les connaissances professionnelles, les compétences, la qualité du travail, la productivité, le travail d'équipe, les objectifs de l'équipe et le comportement. Vous pouvez évaluer la performance globale de vos employés en fonction du score total en pourcentage. Ce modèle est 100% personnalisable et vous pouvez le modifier en fonction des notations standard de votre entreprise.
by MittiDownloads: 200+Get - Course
Negotiation Fundamentals
This course provides a practical foundation in negotiation skills essential for professional success. Learners will explore the definition and importance of negotiation, examine the key stages of the process, and learn how to avoid common pitfalls. The course also covers strategies, best practices, and techniques to influence others effectively and achieve favorable outcomes. Whether preparing for a business deal or resolving workplace conflicts, this course will help participants gain the confidence and tools to negotiate with clarity, professionalism, and impact.
by MittiGet5 LessonsDownloads: 200+ - Collection
Kaizen Tools
Start using proven Kaizen tools and templates to streamline improvement cycles, eliminate waste, and empower teams to drive measurable results across every site.
by Mitti5 itemsDownloads: 200+ - Template
Employee Coaching Feedback Template
Employees can use this Coaching Feedback Template to rate the overall coaching experience using the sliders (viewable upon download of the template). Direct reports can provide comments and fill out the optional name and signature field at the end before completing the form.
by MittiDownloads: 200+Get - Template
Modèle de plan de gestion de crise
Un modèle de plan de gestion de crise permet aux gestionnaires, aux responsables et aux cadres d'une entreprise de définir des plans d'urgence pour faire en sorte que les parties prenantes restent opérationnelles et en sécurité en cas de crise.
by MittiDownloads: 200+Get - Course
Induction Systems for Gig Economy
To facilitate your transition into the gig economy, this course on induction systems will help you understand the rights and responsibilities covered under the gig economy workforce and the health and safety training that must be provided. (Last updated: January 2025)
by MittiGet4 LessonsDownloads: 200+ - Template
Contract Review Checklist
Use this contract review checklist template to conduct thorough checks and analyses on the contracts you draw up, assess, and sign. You can also export the template into a contract review checklist PDF so that you have a separate copy on file, or use it directly in SafetyCulture to maximize the mobile app's features and functionality.
by MittiDownloads: 200+Get - Template
Plantilla de evaluación de necesidades
Utilice esta plantilla de evaluación de necesidades durante el proceso de planificación del proyecto para ayudar al equipo a comprender mejor los factores económicos, sociales y ambientales que pueden afectar el resultado del proyecto. Esta plantilla se enfoca específicamente en proyectos de organizaciones sin fines de lucro, pero aún se puede personalizar según las necesidades de la organización.
by MittiDownloads: 200+Get - Course
Sexual Harassment in the Workplace (UK)
We partnered with leading employment law firm, Halborns, on this course to help employees in the UK understand how to recognise, prevent, and address sexual harassment in the workplace. This means your team can create an environment where everyone feels safe and empowered to speak up. (Last Updated: August 2024)
by HalbornsGet6 LessonsDownloads: 200+ - Course
Grievance Policy
This course will provide you pieces of information about what a grievance policy is, what its purposes are, the steps employees can take to properly raise their grievances, and what the qualities of a good workplace grievance process are.
by MittiGet3 LessonsDownloads: 200+ - Course
Workplace Bullying - Compliance Training for Australian Business
Workplace Bullying Compliance guides for Australian Business and their employees.
by BambooGet3 LessonsDownloads: 200+ - Template
Fire Fighting Equipment Inspection Checklist
This checklist helps ensure that firefighting equipment is regularly inspected and maintained. It includes essential items to verify functionality and compliance with safety standards, contributing to a safer environment.
by MittiDownloads: 200+Get - Template
Project Execution Plan Template
This project execution plan template helps project managers and teams draft strategies for implementing their projects. Start by supplying basic project details and delve into the specifics of the execution phase, including its scope, specifications, and steps for carrying out activities. After outlining the details, note any changes or recommendations within the project duration and electronically sign off the document as proof of completion.
by MittiDownloads: 200+Get - Course
Whistleblower Awareness (for Australia)
This course aims to improve awareness on whistleblower rights and protections, enable employees to properly identify eligible misconduct and harmful behaviour, and empower them to step forward with a sound understanding of their rights and protections. The content of this course is based on the latest Treasury Laws Amendment (Enhancing Whistleblower Protections) Act 2019.
by MittiGet4 LessonsDownloads: 200+ - Template
Quarterly Coaching Template
Use this for your Quarterly Coaching Template with direct reports and document key results achieved and/or missed during the quarter. Record what the employee considers as best traits and contributions to the company. Note expectations for the next quarter to set goals and provide feedback on what may be needed from the management. You can use SafetyCulture on your mobile device, iPad, or tablet to conveniently conduct your coaching and instantly generate and submit reports.
by MittiDownloads: 200+Get - Course
USA Harassment Prevention (Employees)
Essentials course for employees, this training is intended to meet the legal requirements for the majority of states in the USA. We've partnered with American law firm, Polsinelli, to create a course that helps employees know what behavior is expected from them to create a harassment-free workplace and a workplace of respect. This material is provided for educational purposes only and is not intended for use as legal guidance. Please consult with a lawyer to evaluate your specific situation and whether this training complies with any applicable legal obligations. For example, certain jurisdictions, including California, Connecticut, Delaware, Illinois, Maine, New York, Chicago, and New York City, have specific training requirements regarding content, duration, frequency, interactivity, or audience that may require supplemental training. Learn more about our Harassment Prevention course on our frequently asked questions (FAQ) page: https://support.edapp.com/us-harassment-prevention.
by PolsinelliGet10 LessonsDownloads: 200+ - Course
Business Developer
This Business Developer course guides learners into understanding how a business developer generates business that adds value to both clients and the company. The multi-part course drives learners through modules about building strong relationships, negotiating deals, exploring business opportunities, maximising business with existing clients, and developing new clients.
by MittiGet7 LessonsDownloads: 200+ - Template
New Starter Onboarding Checklist
Conducting job orientation help set clear expectations on job responsibilities and limitations. Use this template to confirm if the onboarding topics are relevant and effectively disseminated to the new hires. This includes orientation of job responsibilities, hours of work, payroll and time reports, employees' rights, information systems, office environment and proper usage office equipment. It also captures recommendations for safety planning.
by MittiDownloads: 200+Get - Course
Induction Training for New Employees
This course for Managers and Supervisors tasked with creating an Induction Programme for new employees. Its aim is to provide guidance on the design of an Induction course.
by Aviva UKGet4 LessonsDownloads: 200+ - Course
USA Harassment Prevention (Supervisors)
Advanced course for supervisors, this training is intended to meet the legal requirements for the majority of states in the USA. We've partnered with American law firm, Polsinelli, to create a course that helps supervisors know what behavior is expected from them to create a harassment-free workplace and a workplace of respect. This material is provided for educational purposes only and is not intended for use as legal guidance. Please consult with a lawyer to evaluate your specific situation and whether this training complies with any applicable legal obligations. For example, certain jurisdictions, including California, Connecticut, Delaware, Illinois, Maine, New York, Chicago, and New York City, have specific training requirements regarding content, duration, frequency, interactivity, or audience that may require supplemental training. Learn more about our Harassment Prevention course on our frequently asked questions (FAQ) page: https://support.edapp.com/us-harassment-prevention.
by PolsinelliGet10 LessonsDownloads: 200+ - Template
Request for Quotation Template
This RFQ template can be used by procurement officers and purchasing managers to structure their request for quotation and ensure that they provide all of the necessary details to suppliers and vendors. Use the request for quotation template to do the following: 1) Provide a short background to introduce the company and why it needs the product/service, 2) Record pre-qualification requirements so that only qualified suppliers and vendors proceed with the RFQ, 3) Request a quote for a product, service, or a combination of products and services, 4) Ask suppliers and vendors to submit a price breakdown of itemized costs, and 5) Include answers to frequently asked questions before sending out the RFQ.
by MittiDownloads: 200+Get
Practical safety and quality resources for professional services
Create clarity around expectations and reduce risk across your organization with ready-to-use professional services training, templates, and checklists. SafetyCulture’s Content Library gives managers easily accessible courses and inspection tools, so teams can follow the same standards without relying on scattered documents or manual processes.
Showcase business and corporate proficiency
These resources help teams respond to people and safety issues faster by providing clear guidance when it matters most. They also support consistent expectations around behavior, communication, and safe work practices, even as teams grow or change. By keeping training, reporting, and documentation in one place, managers get better visibility and can stay on top of what’s happening across their teams.
Here are a few ways these resources support day-to-day operations:
Create safer, more respectful workplaces with harassment prevention training that helps employees recognize concerns and report them early.
Strengthen collaboration with effective communication courses that support clearer expectations, better feedback, and fewer misunderstandings.
Support fair, consistent practices through diversity and inclusion training that improves communication and team culture.
Document and follow up on issues using incident report form templates that capture key details and support next steps.
Reduce risk with job safety templates that help teams identify hazards, set controls, and follow safe work practices.
All resources are fully digital and easy to adapt to your workflows. When used within the SafetyCulture platform, they also help you track completion, maintain visibility, and reinforce a strong safety and quality culture across your organization.