Ceo Templates

Ceo Templates

There is a huge number of templates that someone in the Ceo 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 Ceo. 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 Financial Report
2. Sales Performance Dashboard
3. Executive Meeting Agenda
4. Board Meeting Minutes
5. Strategic Business Plan
6. Employee Performance Review
7. Marketing Campaign Analysis
8. Investor Presentation
9. Annual Budget Proposal
10. CEO Monthly Newsletter

Reports

Reports are often prepared by a Ceo 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. Financial Performance Report
2. Sales and Revenue Report
3. Profit and Loss Statement
4. Cash Flow Analysis Report
5. Market Share Report
6. Customer Satisfaction Report
7. Employee Productivity Report
8. Budget Variance Report
9. Competitor Analysis Report
10. Strategic Planning 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 Ceo does and how they do it.

1. Employee Onboarding SOP
2. Performance Evaluation SOP
3. Financial Reporting SOP
4. Strategic Planning SOP
5. Crisis Management SOP
6. Sales and Marketing SOP
7. Human Resources SOP
8. Board Meeting SOP
9. Risk Management SOP
10. Business Development SOP

Presentations

Ceo 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. Executive Summary Template
2. Financial Performance Template
3. Strategic Planning Template
4. Sales and Marketing Template
5. Team Performance Template

Legal Docs

There are several key times when a Ceo 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. Shareholder Agreement Template
4. Consulting Agreement Template
5. Intellectual Property Assignment Agreement Template

Health & Safety Templates

Health & Safety templates for a Ceo 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 Response Plan Template
5. Workplace Inspection Checklist Template

Calendars

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

1. Monthly Board Meeting Calendar
2. Executive Team Meeting Calendar
3. Sales and Marketing Calendar
4. Financial Reporting Calendar
5. Employee Performance Review Calendar

Invoice Templates

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

1. Sales Invoice
2. Purchase Invoice
3. Service Invoice
4. Expense Invoice
5. Salary Invoice

Survey Templates

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

1. Employee Satisfaction Survey
2. Customer Feedback Survey
3. Market Research Survey
4. Product Development Survey
5. Performance Evaluation Survey

Meeting Agendas

Having premade Ceo 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 Executive Team Meeting
2. Quarterly Board of Directors Meeting
3. Weekly Departmental Team Meeting
4. Annual Shareholders Meeting
5. Monthly Performance Review Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Sales and Revenue Forecast Template
3. Employee Payroll Budget Template
4. Capital Expenditure Budget Template
5. Marketing and Advertising Budget Template

Dashboards

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

1. Financial Performance Dashboard
2. Sales and Revenue Dashboard
3. Operational Efficiency Dashboard
4. Employee Productivity Dashboard
5. Market Analysis Dashboard

Proposal Templates

For bidding or requesting work, a Ceo 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 Sales Proposal
2. Marketing Strategy Proposal
3. Financial Forecast Proposal
4. Operational Efficiency Proposal
5. Talent Acquisition 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 Ceo 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.