Certified Indoor Environmentalist Templates

Looking for Certified Indoor Environmentalist Templates to download? See the main templates that a Certified Indoor Environmentalist would use in their day-to-day work.

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Certified Indoor Environmentalist Templates

There is a huge number of templates that someone in the Certified Indoor Environmentalist 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 Certified Indoor Environmentalist. 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 Indoor Air Quality Report
2. Mold Inspection Checklist
3. Indoor Environmental Assessment Form
4. HVAC System Inspection Report
5. Water Damage Assessment Template
6. Asbestos Testing Report
7. Radon Testing Log
8. Lead Paint Inspection Checklist
9. Indoor Environmental Remediation Plan
10. Client Consultation Summary

Reports

Reports are often prepared by a Certified Indoor Environmentalist 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 Air Quality Assessment Report
2. Mold and Fungi Inspection Report
3. Indoor Allergen Testing Report
4. Ventilation System Evaluation Report
5. Water Damage Assessment Report
6. Radon Testing Report
7. Asbestos Inspection Report
8. Lead Paint Testing Report
9. Formaldehyde and VOC Analysis Report
10. Indoor Environmental Health and Safety Audit 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 Certified Indoor Environmentalist does and how they do it.

1. Initial Site Assessment SOP
2. Mold Inspection SOP
3. Air Quality Testing SOP
4. Water Damage Assessment SOP
5. HVAC System Inspection SOP
6. Asbestos Testing SOP
7. Lead Paint Testing SOP
8. Radon Testing SOP
9. Indoor Allergen Testing SOP
10. Remediation Plan Development SOP

Presentations

Certified Indoor Environmentalist 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 Indoor Air Quality Report
2. Environmental Impact Assessment
3. Mold Remediation Plan
4. Indoor Environmental Training Program
5. Sustainable Building Design Guidelines

Legal Docs

There are several key times when a Certified Indoor Environmentalist 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. Environmental Assessment Report Template
2. Indoor Air Quality Testing Consent Form Template
3. Mold Inspection and Remediation Agreement Template
4. Asbestos Testing and Abatement Proposal Template
5. Radon Testing and Mitigation Plan Template

Health & Safety Templates

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

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

Calendars

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

1. Monthly Training Calendar
2. Inspection Schedule Calendar
3. Sampling and Testing Calendar
4. Reporting and Documentation Calendar
5. Client Consultation Calendar

Invoice Templates

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

1. Monthly Inspection Invoice
2. Mold Testing Invoice
3. Air Quality Assessment Invoice
4. Remediation Services Invoice
5. Consultation and Training Invoice

Survey Templates

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

1. Indoor Air Quality Survey
2. Mold Inspection Survey
3. Water Damage Assessment Survey
4. Radon Testing Survey
5. Asbestos Inspection Survey

Meeting Agendas

Having premade Certified Indoor Environmentalist 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. Client Progress Review Meeting
3. Training and Development Meeting
4. Project Planning Meeting
5. Stakeholder Engagement Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Income and Expense Tracker Template
3. Project Budget Template
4. Travel Expense Budget Template
5. Equipment and Supply Budget Template

Dashboards

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

1. Monthly Air Quality Dashboard
2. Mold and Moisture Dashboard
3. Indoor Pollutants Dashboard
4. Ventilation and HVAC Dashboard
5. Environmental Compliance Dashboard

Proposal Templates

For bidding or requesting work, a Certified Indoor Environmentalist 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 Indoor Air Quality Assessment Proposal
2. Mold Inspection and Remediation Proposal
3. Asbestos Testing and Abatement Proposal
4. Radon Testing and Mitigation Proposal
5. Lead Paint Inspection and Removal Proposal

Get Your Template Made

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