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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
Modèle d'étude d'opportunité
Utilisez ce modèle pour enregistrer des informations sur l'analyse de rentabilité, telles que le numéro du document, le nom de l'entreprise, du projet, son commanditaire, et la date de première utilisation. Présentez ensuite l'analyse en décrivant brièvement le contexte, le problème, les objectifs et les options de solution avec leurs avantages, inconvénients, coûts et risques, et indiquez l'option préférée. Attribuez une action avec priorité et date d'échéance pour toute acquisition nécessaire, puis listez les étapes principales et les produits livrables. Ajoutez des photos, des fichiers si nécessaire, et indiquez les détails sur la gouvernance et le suivi. Enfin, complétez l'analyse par des commentaires et la signature numérique du chef de projet.
by MittiDownloads: 100+Get - Template
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.
by MittiDownloads: 100+Get - Template
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.
by MittiDownloads: 100+Get - Template
Project 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.
by MittiDownloads: 100+Get - Template
Fiche de suivi des appels téléphoniques
Utilisez ce formulaire d'assurance qualité pour les centres d'appels pour aider à évaluer les appels et vérifier si les téléopérateurs ont suivi les protocoles d'appel standard. Vous pourrez ainsi vérifier si les téléopérateurs comprennent les préoccupations des clients et proposent la solution la plus adaptée. Le formulaire couvre également le comportement des téléopérateurs en fin d'appel. Concluez l'évaluation en formulant des remarques et des recommandations sur la manière dont les téléopérateurs peuvent améliorer la qualité du service. Utilisez SafetyCulture pour générer et capturer des rapports de données et comparer les tendances des réponses signalées grâce aux Données analytiques. Vous pouvez également limiter les autorisations d'édition de vos utilisateurs d'SafetyCulture pour vous assurer que les modèles d'AQ sont uniformes dans tous les domaines.
by MittiDownloads: 100+Get - Course
Course 2 - Client and Patient Care
Course 2- Client and Patient Care: This course aims to brief TLC employees on the proper methods and the etiquette for client communication both in-person and online.
by Texas Litter ControlGet3 LessonsDownloads: 100+ - Course
Business Operator
Explore throughout this course how a business operator generates profits consistently in line with company targets. The eight part course guides learners through the ins and outs of running a business smoothly and successfully. If you want to know the exclusive tips successful companies utilise, this course is for you.
by MittiGet8 LessonsDownloads: 100+ - Course
Get to know SC Training
This course is your all-in-one guide on how to navigate the SafetyCulture Training platform! Last Updated October 2023
by MittiGet1 LessonDownloads: 100+ - Template
Change Management Checklist
Keep track of changes in your organization and ensure all processes go well with this change management checklist. With this checklist, you can streamline changes effectively.
by MittiDownloads: 100+Get - Course
3. Youth Entrepreneurship: Leadership Skills
This course contains the leadership skills essential for entrepreneurship, including: communication, leadership, efficiency.
by UNITARGet4 LessonsDownloads: 100+ - Course
Building Team Cohesion
If you're a team player and understand the power of a strong team, this course on building team cohesion is the one for you. Teamwork is the core focus of organisational success, especially when it comes to being a great leader and experiencing functional collaboration. A cohesive team means a more efficient and high-achieving workforce. If being a successful leader in a cohesive team appeals to you, look no further than this course. The 3-part course focuses on what a cohesive team actually is, strategies to make a top team and how to develop extraordinary leadership skills.
by MittiGet4 LessonsDownloads: 100+ - Template
Lista de comprobación ISO 50001
Utilice esta plantilla para realizar un análisis de peligros más detallado en su lugar de trabajo. Explore las funciones de SafetyCulture y modifique la lista de verificación según las necesidades en su lugar de trabajo. Comience enumerando los nombres de las personas que desarrollan los procedimientos de análisis de seguridad laboral (JSA, por sus siglas en inglés) y seleccione los permisos de trabajo, autorizaciones y EPIs requeridos para la actividad. A continuación, enumere las capacitaciones aplicables para llevar a cabo tareas individuales. Además, tome nota de las revisiones del equipamiento realizadas. Continúe con el análisis de seguridad laboral y la evaluación de riesgos añadiendo pasos, seleccionando peligros e identificando controles. Realice una evaluación de riesgo inicial, agregue controles (si es necesario) y luego califique el análisis de riesgo residual/revisado. Confirme si el proceso se completó o no. Si no es así, realice una revisión de la tarea que sirva de base para la continuidad del proceso. Finalmente, finalice haciendo que todas las personas involucradas firmen el formulario.
by MittiDownloads: 100+Get - Template
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
by MittiDownloads: 100+Get - Template
Customer Representative Competency Assessment
This customer representative competency assessment template is used to measure a candidate's suitability for a customer representative role. It helps measure the technical, behavioral, and organizational background of a candidate, checking if the candidate meets the criteria set by the company.
by MittiDownloads: 100+Get - Template
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.
by MittiDownloads: 100+Get - Course
A Lesson on Starting a Business
A Lesson on Starting a Business is a free, mobile-first course developed by ACDI/VOCA, designed to guide aspiring entrepreneurs through the fundamentals of launching a business. Spanning five interactive lessons, the course covers essential topics such as business planning, operational strategies, and overcoming common startup challenges. With gamified elements and facilitator guides, it offers an engaging learning experience suitable for both self-learners and group training sessions.
by ACDI/VOCA EMEAGet5 LessonsDownloads: 100+ - Template
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.
by MittiDownloads: 100+Get - Template
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.
by MittiDownloads: 100+Get - Template
Property Inspection Report Form
Use this form to record the condition of the property after inspections
by MittiDownloads: 100+Get - Template
Disaster Preparedness Kit Checklist
Use this disaster supply checklist when thinking of what to procure for disaster preparedness. The following items should be in your disaster preparedness kit: a) Water, food, antibacterial wipes, and first aid kit, b) Battery-powered radio, flashlight, and extra batteries, and c) Whistle, map of the area, and identification card. The disaster preparation checklist also contains items for maintaining your disaster supply kit. Businesses can adequately prepare for any type of natural disaster with this basic emergency kit list.
by MittiDownloads: 100+Get - Template
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.
by MittiDownloads: 100+Get - Template
Employment Application Form
This is a general employee application form. Use this checklist to obtain applicant details.
by MittiDownloads: 100+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.