Looking for Business Proprietor Templates to download? See the main templates that a Business Proprietor would use in their day-to-day work.
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Business Proprietor Templates
Contents
Business Proprietor Templates
There is a huge number of templates that someone in the Business Proprietor 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 Business Proprietor. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. Business Plan
2. Financial Statement
3. Sales Forecast
4. Marketing Plan
5. Employee Schedule
6. Inventory Management
7. Profit and Loss Statement
8. Cash Flow Projection
9. Customer Feedback Survey
10. Business Expense Report
Reports
Reports are often prepared by a Business Proprietor 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. Sales Report
2. Profit and Loss Statement
3. Cash Flow Statement
4. Inventory Report
5. Customer Satisfaction Survey
6. Marketing Campaign Performance Report
7. Employee Performance Report
8. Budget Variance Report
9. Accounts Receivable Aging Report
10. Market Analysis 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 Business Proprietor does and how they do it.
1. Employee Onboarding SOP
2. Inventory Management SOP
3. Sales and Marketing SOP
4. Financial Reporting SOP
5. Customer Service SOP
6. Product Development SOP
7. Quality Control SOP
8. Vendor Management SOP
9. Business Development SOP
10. Crisis Management SOP
Presentations
Business Proprietor 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
2. Business Performance Analysis
3. Marketing Strategy Update
4. Financial Forecast Presentation
5. Team Meeting Agenda
Legal Docs
There are several key times when a Business Proprietor 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. Partnership Agreement Template
4. Sales Agreement Template
5. Terms and Conditions Template
Health & Safety Templates
Health & Safety templates for a Business Proprietor 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 Meeting Minutes Template
4. Emergency Evacuation Plan Template
5. Workplace Inspection Checklist Template
Calendars
Setting up Business Proprietor calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Sales Calendar
2. Marketing Campaign Calendar
3. Employee Schedule Calendar
4. Financial Planning Calendar
5. Product Launch Calendar
Invoice Templates
Several types of Business Proprietor invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Sales Invoice: This template is used to bill customers for products or services sold.
2. Purchase Invoice: This template is used to record and track expenses for goods or services purchased.
3. Proforma Invoice: This template is used to provide a preliminary bill to customers before the actual transaction takes place.
4. Credit Memo: This template is used to issue refunds or credit to customers for returned goods or overpayments.
5. Statement of Account: This template is used to provide a summary of all transactions and outstanding balances for a specific period
Survey Templates
For a Business Proprietor to get insights related to the work they do, they need to send out Business Proprietor surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Customer Satisfaction Survey
2. Product Feedback Survey
3. Market Research Survey
4. Employee Engagement Survey
5. Competitive Analysis Survey
Meeting Agendas
Having premade Business Proprietor 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 Team Meeting
2. Sales and Marketing Strategy Meeting
3. Financial Review Meeting
4. Product Development Meeting
5. Performance Evaluation Meeting
Budget Templates
To manage finances well, a Business Proprietor would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Income and Expense Budget Template
2. Sales and Revenue Forecast Template
3. Cash Flow Projection Template
4. Profit and Loss Statement Template
5. Balance Sheet Template
Dashboards
Dashboards are a useful way for a Business Proprietor to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Sales Performance Dashboard
2. Financial Overview Dashboard
3. Marketing Analytics Dashboard
4. Customer Satisfaction Dashboard
5. Inventory Management Dashboard
Proposal Templates
For bidding or requesting work, a Business Proprietor 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. Business Expansion Proposal
2. Marketing Strategy Proposal
3. Financial Investment Proposal
4. Product Development Proposal
5. Partnership Collaboration 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 Business Proprietor 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.
