Derrick Operator Templates

Derrick Operator Templates

There is a huge number of templates that someone in the Derrick Operator 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 Derrick Operator. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Daily Activity Report
2. Safety Inspection Checklist
3. Equipment Maintenance Log
4. Time Sheet
5. Job Hazard Analysis Form
6. Incident Report Form
7. Pre-Trip Inspection Checklist
8. Material Delivery Log
9. Rigging Plan Template
10. Job Site Inspection Checklist

Reports

Reports are often prepared by a Derrick Operator 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 Equipment Maintenance Report
2. Production Efficiency Report
3. Safety Incident Report
4. Daily Work Log Report
5. Equipment Downtime Report
6. Material Consumption Report
7. Monthly Cost Analysis Report
8. Project Progress Report
9. Equipment Utilization Report
10. Monthly Revenue 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 Derrick Operator does and how they do it.

1. Pre-Shift Inspection SOP
2. Derrick Setup SOP
3. Rigging and Lifting SOP
4. Derrick Operation SOP
5. Emergency Response SOP
6. Equipment Maintenance SOP
7. Safety Procedures SOP
8. Environmental Compliance SOP
9. Communication Protocols SOP
10. Incident Reporting SOP

Presentations

Derrick Operator 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 Safety Report
2. Equipment Maintenance Update
3. Production Efficiency Analysis
4. Incident Investigation Findings
5. Training and Development Plan

Legal Docs

There are several key times when a Derrick Operator 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. Safety Policy Template
3. Equipment Rental Agreement Template
4. Incident Report Template
5. Work Order Template

Health & Safety Templates

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

1. Monthly Safety Inspection Checklist
2. Hazard Identification and Risk Assessment Form
3. Incident Report Form
4. Toolbox Talk Template
5. Personal Protective Equipment (PPE) Checklist

Calendars

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

1. Work Schedule Calendar
2. Equipment Maintenance Calendar
3. Safety Training Calendar
4. Project Timeline Calendar
5. Team Meeting Calendar

Invoice Templates

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

1. Monthly Equipment Rental Invoice
2. Monthly Maintenance and Repair Invoice
3. Monthly Fuel and Lubricants Invoice
4. Monthly Labor and Operator Services Invoice
5. Monthly Miscellaneous Expenses Invoice

Survey Templates

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

1. Monthly Safety Survey
2. Equipment Performance Survey
3. Job Satisfaction Survey
4. Training Needs Assessment Survey
5. Communication Effectiveness Survey

Meeting Agendas

Having premade Derrick Operator 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 Safety Meeting
2. Equipment Maintenance Meeting
3. Production Planning Meeting
4. Team Performance Review Meeting
5. Project Progress Meeting

Budget Templates

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

1. Monthly Income and Expense Tracker
2. Project Budget Template
3. Equipment Maintenance Budget
4. Fuel and Transportation Budget
5. Safety and Training Budget

Dashboards

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

1. Daily Production Dashboard
2. Equipment Utilization Dashboard
3. Safety Performance Dashboard
4. Maintenance and Repair Dashboard
5. Cost Analysis Dashboard

Proposal Templates

For bidding or requesting work, a Derrick Operator 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 Equipment Maintenance Proposal
2. Safety Training Proposal
3. New Equipment Acquisition Proposal
4. Cost Reduction Proposal
5. Efficiency Improvement 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 Derrick Operator 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.