Building Associate Templates

Building Associate Templates

There is a huge number of templates that someone in the Building Associate 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 Building Associate. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Project Proposal Template
2. Construction Schedule Template
3. Budget Spreadsheet Template
4. Material Order Form Template
5. Change Order Request Template
6. Daily Work Log Template
7. Safety Inspection Checklist Template
8. Subcontractor Agreement Template
9. Progress Report Template
10. Punch List Template

Reports

Reports are often prepared by a Building Associate 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 Sales Report
2. Project Progress Report
3. Financial Performance Report
4. Inventory Management Report
5. Safety Compliance Report
6. Customer Satisfaction Report
7. Equipment Utilization Report
8. Cost Analysis Report
9. Subcontractor Performance Report
10. Quality Control 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 Building Associate does and how they do it.

1. Safety Inspection Checklist
2. Equipment Maintenance SOP
3. Construction Site Cleanup Procedure
4. Material Requisition Form
5. Quality Control Checklist
6. Building Permit Application SOP
7. Project Progress Report Template
8. Work Order Request Form
9. Construction Change Order SOP
10. Building Inspection Checklist

Presentations

Building Associate 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. Project Progress Report
2. Budget Analysis Presentation
3. Safety Training Presentation
4. Client Proposal Presentation
5. Construction Site Update Presentation

Legal Docs

There are several key times when a Building Associate 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. Construction Contract Template
2. Subcontractor Agreement Template
3. Change Order Template
4. Construction Lien Template
5. Safety Plan Template

Health & Safety Templates

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

1. Incident Report Template
2. Toolbox Talk Template
3. Risk Assessment Template
4. Safety Inspection Checklist Template
5. Emergency Response Plan Template

Calendars

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

1. Project Schedule Calendar
2. Equipment Maintenance Calendar
3. Safety Training Calendar
4. Material Delivery Calendar
5. Team Meeting Calendar

Invoice Templates

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

1. Monthly Construction Services Invoice
2. Materials and Supplies Invoice
3. Subcontractor Services Invoice
4. Equipment Rental Invoice
5. Change Order Invoice

Survey Templates

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

1. Customer Satisfaction Survey: This survey is used to gather feedback from customers about their experience with our construction services.
2. Employee Engagement Survey: This survey is used to measure the level of engagement and satisfaction among our employees.
3. Safety Culture Survey: This survey is used to assess the safety culture within our organization and identify areas for improvement.
4. Project Evaluation Survey: This survey is used to evaluate the success of completed construction projects and gather feedback from clients.
5. Market Research Survey: This survey is used to gather information about the construction industry and identify potential opportunities for growth and expansion

Meeting Agendas

Having premade Building Associate 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. Project Kick-off Meeting
2. Weekly Progress Meeting
3. Safety and Compliance Meeting
4. Client Update Meeting
5. End-of-Month Review Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Project Budget Template
3. Labor Cost Budget Template
4. Material Cost Budget Template
5. Equipment Cost Budget Template

Dashboards

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

1. Project Progress Dashboard
2. Financial Performance Dashboard
3. Resource Allocation Dashboard
4. Safety and Compliance Dashboard
5. Client Satisfaction Dashboard

Proposal Templates

For bidding or requesting work, a Building Associate 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. Construction Project Proposal
2. Renovation Proposal
3. Building Maintenance Proposal
4. Construction Equipment Proposal
5. Construction Safety 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 Building Associate 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.