Activities Coordinator Templates

There is a huge number of templates that someone in the Activities Coordinator role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Activities Coordinator. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Monthly Activity Calendar
2. Event Planning Checklist
3. Budget Spreadsheet
4. Attendance Tracker
5. Evaluation Form
6. Staff Schedule Template
7. Menu Planner
8. Guest Feedback Survey
9. Equipment Inventory List
10. Marketing Plan Template

Reports

Reports are often prepared by a Activities Coordinator to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Monthly Activities Schedule Report
2. Attendance Report
3. Budget Expenditure Report
4. Customer Satisfaction Survey Report
5. Staff Performance Evaluation Report
6. Inventory Report
7. Marketing Campaign Effectiveness Report
8. Event Feedback Report
9. Revenue and Expenses Report
10. Monthly Activities Evaluation Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Activities Coordinator does and how they do it.

1. Event Planning SOP
2. Staff Training SOP
3. Guest Registration SOP
4. Activity Schedule SOP
5. Safety and Emergency Procedures SOP
6. Equipment Maintenance SOP
7. Budget Management SOP
8. Marketing and Promotion SOP
9. Feedback and Evaluation SOP
10. Inventory Management SOP

Presentations

Activities Coordinator presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Event Planning Template
2. Budget Analysis Template
3. Activity Schedule Template
4. Guest Satisfaction Survey Template
5. Marketing and Promotion Template

Legal Docs

There are several key times when a Activities Coordinator needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Event Liability Waiver
2. Participant Registration Form
3. Photo Release Form
4. Vendor Agreement
5. Facility Rental Agreement

Health & Safety Templates

Health & Safety templates for a Activities Coordinator ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Risk Assessment Template
3. Safety Inspection Checklist Template
4. Emergency Evacuation Plan Template
5. Training Attendance Record Template

Calendars

Setting up Activities Coordinator calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Events Calendar
2. Staff Schedule Calendar
3. Guest Reservation Calendar
4. Marketing Promotions Calendar
5. Maintenance and Upkeep Calendar

Invoice Templates

Several types of Activities Coordinator invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Activity Invoice
2. Catering Services Invoice
3. Equipment Rental Invoice
4. Transportation Services Invoice
5. Venue Rental Invoice

Survey Templates

For a Activities Coordinator to get insights related to the work they do, they need to send out Activities Coordinator surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Guest Satisfaction Survey
2. Event Feedback Survey
3. Activity Participation Survey
4. Food and Beverage Survey
5. Staff Performance Survey

Meeting Agendas

Having premade Activities Coordinator meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Staff Meeting
2. Event Planning Meeting
3. Budget Review Meeting
4. Marketing Strategy Meeting
5. Guest Feedback Meeting

Budget Templates

To manage finances well, a Activities Coordinator would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Expense Budget Template
2. Staffing Budget Template
3. Marketing and Promotion Budget Template
4. Event Budget Template
5. Supplies and Equipment Budget Template

Dashboards

Dashboards are a useful way for a Activities Coordinator to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Monthly Activities Overview Dashboard
2. Attendance and Participation Dashboard
3. Budget and Expenses Dashboard
4. Guest Feedback and Satisfaction Dashboard
5. Staff Performance and Training Dashboard

Proposal Templates

For bidding or requesting work, a Activities Coordinator needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Monthly Event Proposal
2. Team Building Proposal
3. Entertainment Proposal
4. Catering Proposal
5. Marketing and Promotions Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Activities Coordinator templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.

Activities Coordinator Templates