Brigadier (Army) Templates

Brigadier (Army) Templates

There is a huge number of templates that someone in the Brigadier (Army) 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 Brigadier (Army). 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 Training Plan
2. Operational Briefing Report
3. Equipment Inventory Spreadsheet
4. Personnel Evaluation Form
5. Tactical Operations Order
6. After Action Review Template
7. Risk Assessment Matrix
8. Budget Proposal Spreadsheet
9. Physical Fitness Assessment Form
10. Monthly Activity Report

Reports

Reports are often prepared by a Brigadier (Army) 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. Personnel Status Report
2. Logistics Status Report
3. Intelligence Summary Report
4. Operations Report
5. Training Status Report
6. Financial Status Report
7. Equipment Status Report
8. Medical Status Report
9. Security Status Report
10. Communications Status 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 Brigadier (Army) does and how they do it.

1. Daily Patrol SOP
2. Weapons Maintenance SOP
3. Tactical Communication SOP
4. Field Training Exercise SOP
5. Personnel Accountability SOP
6. Vehicle Maintenance SOP
7. Emergency Response SOP
8. Base Security SOP
9. Medical Evacuation SOP
10. Intelligence Gathering SOP

Presentations

Brigadier (Army) 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 Operational Briefing Template
2. Training and Readiness Assessment Template
3. Strategic Planning and Analysis Template
4. Resource Allocation and Budgeting Template
5. Leadership Development and Mentorship Template

Legal Docs

There are several key times when a Brigadier (Army) 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. Monthly Training Evaluation Report
2. Incident Report Form
3. Performance Appraisal Template
4. Leave Request Form
5. Equipment Maintenance Log

Health & Safety Templates

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

1. Risk Assessment Template
2. Incident Report Template
3. Safety Inspection Checklist Template
4. Emergency Response Plan Template
5. Personal Protective Equipment (PPE) Assessment Template

Calendars

Setting up Brigadier (Army) calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Training Calendar
2. Deployment Calendar
3. Exercise Calendar
4. Leave Calendar
5. Briefing Calendar

Invoice Templates

Several types of Brigadier (Army) invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Payroll Invoice
2. Equipment Maintenance Invoice
3. Supply Replenishment Invoice
4. Training Expenses Invoice
5. Travel and Accommodation Invoice

Survey Templates

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

1. Monthly Training Evaluation Survey
2. Soldier Satisfaction Survey
3. Leadership Effectiveness Survey
4. Equipment and Resources Assessment Survey
5. Operational Readiness Survey

Meeting Agendas

Having premade Brigadier (Army) 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 Operations Review
2. Tactical Planning Meeting
3. Training and Readiness Assessment
4. Resource Allocation Conference
5. Commanders’ Update Briefing

Budget Templates

To manage finances well, a Brigadier (Army) would need to have budget templates they can used on a monthly, quarterly and yearly basis.

As an Army Brigadier, the 5 main budget templates that I would use each month are:

1. Personnel and Payroll Budget Template
2. Operations and Maintenance Budget Template
3. Procurement and Acquisition Budget Template
4. Training and Education Budget Template
5. Travel and Transportation Budget Template

These templates are essential for managing the financial resources of the military unit and ensuring that all expenses are accounted for. The Personnel and Payroll Budget Template helps to manage the salaries and benefits of the soldiers and civilian staff. The Operations and Maintenance Budget Template covers the costs of maintaining equipment and facilities. The Procurement and Acquisition Budget Template is used to purchase new equipment and supplies. The Training and Education Budget Template is used to fund training programs for soldiers and staff. Finally, the Travel and Transportation Budget Template covers the costs of travel and transportation for soldiers and staff

Dashboards

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

1. Operational Readiness Dashboard
2. Personnel Strength Dashboard
3. Training and Exercise Dashboard
4. Equipment Maintenance Dashboard
5. Mission Accomplishment Dashboard

Proposal Templates

For bidding or requesting work, a Brigadier (Army) 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 Training Proposal
2. Equipment Upgrade Proposal
3. Tactical Operations Proposal
4. Personnel Development Proposal
5. Budget Allocation Proposal

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