Community Worker Templates

Community Worker Templates

There is a huge number of templates that someone in the Community Worker 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 Community Worker. 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 Activity Report
2. Volunteer Schedule
3. Client Intake Form
4. Community Event Planning Checklist
5. Grant Proposal Template
6. Budget Spreadsheet
7. Meeting Agenda
8. Program Evaluation Survey
9. Fundraising Campaign Plan
10. Community Needs Assessment Template

Reports

Reports are often prepared by a Community Worker 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 Community Needs Assessment Report
2. Volunteer Engagement Report
3. Case Management Report
4. Program Evaluation Report
5. Community Outreach Report
6. Grant Funding Report
7. Client Satisfaction Survey Report
8. Resource Allocation Report
9. Monthly Activity Report
10. Stakeholder Engagement 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 Community Worker does and how they do it.

1. Intake and Assessment SOP
2. Case Management SOP
3. Crisis Intervention SOP
4. Referral and Resource Coordination SOP
5. Group Facilitation SOP
6. Advocacy and Support SOP
7. Community Outreach SOP
8. Program Evaluation SOP
9. Documentation and Reporting SOP
10. Professional Development SOP

Presentations

Community Worker 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 Progress Report Template
2. Community Needs Assessment Template
3. Volunteer Training Presentation Template
4. Fundraising Campaign Presentation Template
5. Community Outreach Presentation Template

Legal Docs

There are several key times when a Community Worker 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. Consent Form Template
2. Confidentiality Agreement Template
3. Liability Waiver Template
4. Volunteer Agreement Template
5. Client Intake Form Template

Health & Safety Templates

Health & Safety templates for a Community Worker 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. First Aid Log Template
5. Safety Inspection Checklist Template

Calendars

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

1. Monthly Program Calendar
2. Volunteer Schedule Calendar
3. Event Planning Calendar
4. Outreach and Networking Calendar
5. Grant Application Deadline Calendar

Invoice Templates

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

1. Monthly Service Invoice
2. Donations Invoice
3. Grant Funding Invoice
4. Program Expenses Invoice
5. Volunteer Hours Invoice

Survey Templates

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

1. Community Needs Assessment Survey
2. Program Evaluation Survey
3. Client Satisfaction Survey
4. Volunteer Feedback Survey
5. Community Event Feedback Survey

Meeting Agendas

Having premade Community Worker 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 Staff Meeting
2. Community Outreach Meeting
3. Volunteer Coordination Meeting
4. Program Evaluation Meeting
5. Stakeholder Engagement Meeting

Budget Templates

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

1. Monthly Expense Tracker
2. Program Budget Template
3. Grant Budget Template
4. Fundraising Budget Template
5. Staffing Budget Template

Dashboards

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

1. Client Demographics Dashboard
2. Service Utilization Dashboard
3. Program Outcome Dashboard
4. Volunteer Engagement Dashboard
5. Funding and Budget Dashboard

Proposal Templates

For bidding or requesting work, a Community Worker 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. Funding Proposal
2. Program Expansion Proposal
3. Community Outreach Proposal
4. Volunteer Recruitment 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 Community Worker 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.