Looking for Administrative Secretary Templates to download? See the main templates that a Administrative Secretary would use in their day-to-day work.
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Administrative Secretary Templates
Contents
Administrative Secretary Templates
There is a huge number of templates that someone in the Administrative Secretary 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 Administrative Secretary. 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 Meeting Agenda
2. Expense Report
3. Employee Timesheet
4. Monthly Budget Spreadsheet
5. Travel Request Form
6. Performance Evaluation Template
7. Purchase Order Form
8. Vacation Request Form
9. Project Status Report
10. Staff Contact List
Reports
Reports are often prepared by a Administrative Secretary 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 Financial Report
2. Employee Attendance Report
3. Inventory Report
4. Sales Report
5. Budget Analysis Report
6. Project Status Report
7. Customer Satisfaction Report
8. Expense Report
9. Meeting Minutes Report
10. Performance 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 Administrative Secretary does and how they do it.
1. Meeting Minutes Template
2. Travel Expense Report Template
3. Employee Performance Evaluation Template
4. Purchase Order Template
5. Time Sheet Template
6. Office Supply Requisition Template
7. Leave Request Form Template
8. Training Attendance Sheet Template
9. Conference Registration Form Template
10. Monthly Budget Report Template
Presentations
Administrative Secretary 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. Monthly Sales Report Template
2. Staff Meeting Agenda Template
3. Financial Performance Review Template
4. Project Status Update Template
5. Training Workshop Presentation Template
Legal Docs
There are several key times when a Administrative Secretary 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. Employment Agreement Template
2. Non-Disclosure Agreement Template
3. Purchase Agreement Template
4. Lease Agreement Template
5. Power of Attorney Template
Health & Safety Templates
Health & Safety templates for a Administrative Secretary ensure that the correct forms are completed to protect from harm and record any incidents at work.
1. Incident Report Template
2. Safety Meeting Minutes Template
3. Workplace Inspection Checklist Template
4. Emergency Evacuation Plan Template
5. Health and Safety Training Attendance Record Template
Calendars
Setting up Administrative Secretary calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Staff Meeting Calendar
2. Conference Room Reservation Calendar
3. Vacation and Time-off Calendar
4. Project Deadlines Calendar
5. Birthdays and Anniversaries Calendar
Invoice Templates
Several types of Administrative Secretary invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Office Supplies Invoice
2. Monthly Utilities Invoice
3. Monthly Maintenance Services Invoice
4. Monthly Staff Payroll Invoice
5. Monthly Travel Expenses Invoice
Survey Templates
For a Administrative Secretary to get insights related to the work they do, they need to send out Administrative Secretary surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Employee Satisfaction Survey
2. Customer Feedback Survey
3. Training Needs Assessment Survey
4. Office Supply Inventory Survey
5. Meeting Room Reservation Survey
Meeting Agendas
Having premade Administrative Secretary 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. Weekly Staff Meeting Template
2. Monthly Departmental Meeting Template
3. Quarterly Budget Review Meeting Template
4. Annual Performance Evaluation Meeting Template
5. Bi-Weekly Executive Team Meeting Template
Budget Templates
To manage finances well, a Administrative Secretary would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Expense Budget Template
2. Payroll Budget Template
3. Travel and Entertainment Budget Template
4. Office Supplies Budget Template
5. Training and Development Budget Template
Dashboards
Dashboards are a useful way for a Administrative Secretary to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Financial Performance Dashboard
2. Employee Attendance Dashboard
3. Project Management Dashboard
4. Sales and Revenue Dashboard
5. HR Metrics Dashboard
Proposal Templates
For bidding or requesting work, a Administrative Secretary 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 Budget Proposal
2. Staff Training Proposal
3. Office Equipment Upgrade Proposal
4. Employee Recognition Program Proposal
5. Office Space Renovation 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 Administrative Secretary 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.
