Delivery Coach Templates

Delivery Coach Templates

There is a huge number of templates that someone in the Delivery Coach 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 Delivery Coach. 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 Delivery Performance Report
2. Team Performance Tracker
3. Delivery Schedule Template
4. Customer Feedback Survey
5. Delivery Metrics Dashboard
6. Training Plan Template
7. Delivery Improvement Action Plan
8. Performance Evaluation Form
9. Delivery Cost Analysis Spreadsheet
10. Weekly Delivery Status Update

Reports

Reports are often prepared by a Delivery Coach 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. Delivery Performance Report
2. Customer Satisfaction Report
3. Team Productivity Report
4. Delivery Cost Analysis Report
5. Inventory Management Report
6. Delivery Time Analysis Report
7. Quality Control Report
8. Employee Performance Report
9. Revenue and Profitability Report
10. Market Trends 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 Delivery Coach does and how they do it.

1. Onboarding SOP
2. Training SOP
3. Performance Evaluation SOP
4. Route Planning SOP
5. Delivery Process SOP
6. Customer Service SOP
7. Vehicle Maintenance SOP
8. Inventory Management SOP
9. Safety and Compliance SOP
10. Reporting and Analysis SOP

Presentations

Delivery Coach 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 Performance Review Template
2. Team Progress Update Template
3. Project Status Report Template
4. Training and Development Presentation Template
5. Client Meeting Presentation Template

Legal Docs

There are several key times when a Delivery Coach 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. Independent Contractor Agreement Template
4. Service Level Agreement Template
5. Liability Waiver Template

Health & Safety Templates

Health & Safety templates for a Delivery Coach 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 Inspection Checklist Template
4. Training Attendance Record Template
5. Emergency Evacuation Plan Template

Calendars

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

1. Monthly Delivery Schedule
2. Team Meeting Calendar
3. Training and Development Calendar
4. Performance Review Calendar
5. Client Engagement Calendar

Invoice Templates

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

1. Monthly Coaching Services Invoice
2. Training Workshop Invoice
3. Consulting Services Invoice
4. Team Building Event Invoice
5. Leadership Development Program Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Employee Feedback Survey
3. Performance Evaluation Survey
4. Training Needs Assessment Survey
5. Team Collaboration Survey

Meeting Agendas

Having premade Delivery Coach 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. Weekly Team Meeting Template
2. Monthly Performance Review Template
3. Quarterly Strategy Planning Template
4. Bi-Weekly One-on-One Meeting Template
5. Annual Employee Development Plan Template

Budget Templates

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

1. Monthly Expense Budget Template
2. Income Projection Budget Template
3. Team Training Budget Template
4. Marketing and Advertising Budget Template
5. Equipment and Supplies Budget Template

Dashboards

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

1. Performance Dashboard
2. Sales Dashboard
3. Customer Satisfaction Dashboard
4. Team Productivity Dashboard
5. Financial Dashboard

Proposal Templates

For bidding or requesting work, a Delivery Coach 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. Project Proposal: This proposal outlines the scope, timeline, and budget for a specific project that the client has requested. It includes details on the deliverables, milestones, and resources required to complete the project successfully.

2. Training Proposal: This proposal outlines the training program that the client has requested for their employees. It includes details on the training objectives, curriculum, delivery method, and evaluation criteria.

3. Consulting Proposal: This proposal outlines the consulting services that the client has requested. It includes details on the scope of work, deliverables, timeline, and budget for the consulting engagement.

4. Process Improvement Proposal: This proposal outlines the process improvement initiatives that the client has requested. It includes details on the current process, the proposed changes, and the expected outcomes.

5. Change Management Proposal: This proposal outlines the change management plan that the client has requested for a specific project or initiative. It includes details on the change management strategy, communication plan, and training plan

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 Delivery Coach 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.