Directional Driller Templates

Directional Driller Templates

There is a huge number of templates that someone in the Directional Driller 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 Directional Driller. 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 Drilling Report
2. Wellbore Diagram
3. Mud Report
4. Directional Survey Report
5. BHA Design Template
6. Drilling Cost Analysis
7. Equipment Maintenance Log
8. Well Control Procedures
9. Drilling Fluids Program
10. End of Well Report

Reports

Reports are often prepared by a Directional Driller 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. Daily Drilling Report
2. Wellbore Survey Report
3. Mud Logging Report
4. Directional Drilling Performance Report
5. Formation Evaluation Report
6. Drilling Cost Analysis Report
7. Borehole Stability Report
8. Drill Bit Performance Report
9. Casing and Cementing Report
10. Well Completion 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 Directional Driller does and how they do it.

1. Pre-job Planning SOP
2. Rig Up SOP
3. Drilling Operations SOP
4. Mud Management SOP
5. Casing Running SOP
6. Well Control SOP
7. Logging and Data Acquisition SOP
8. Well Completion SOP
9. Rig Down SOP
10. Post-job Reporting SOP

Presentations

Directional Driller 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
2. Wellbore Stability Analysis
3. Drilling Fluids Optimization
4. Equipment Maintenance Report
5. Cost Analysis and Budget Review

Legal Docs

There are several key times when a Directional Driller 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. Service Agreement Template
4. Equipment Lease Agreement Template
5. Risk Assessment Template

Health & Safety Templates

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

1. Job Hazard Analysis Template
2. Safety Meeting Minutes Template
3. Incident Report Template
4. Personal Protective Equipment (PPE) Inspection Checklist Template
5. Emergency Response Plan Template

Calendars

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

1. Work Schedule Calendar
2. Rig Maintenance Calendar
3. Equipment Inspection Calendar
4. Training and Certification Calendar
5. Project Timeline Calendar

Invoice Templates

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

1. Monthly Drilling Services Invoice
2. Equipment Rental Invoice
3. Travel and Accommodation Expenses Invoice
4. Material and Supply Invoice
5. Maintenance and Repair Services Invoice

Survey Templates

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

1. Monthly Performance Evaluation Survey
2. Customer Satisfaction Survey
3. Equipment Maintenance Feedback Survey
4. Safety and Compliance Assessment Survey
5. Team Collaboration and Communication Survey

Meeting Agendas

Having premade Directional Driller 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 Operations Review Meeting
2. Safety and Risk Assessment Meeting
3. Equipment and Maintenance Review Meeting
4. Team Performance Evaluation Meeting
5. Project Planning and Strategy Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Income and Revenue Budget Template
3. Equipment and Maintenance Budget Template
4. Travel and Accommodation Budget Template
5. Training and Development Budget Template

Dashboards

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

1. Drilling Performance Dashboard
2. Wellbore Stability Dashboard
3. Mud System Efficiency Dashboard
4. Equipment Utilization Dashboard
5. Cost Analysis Dashboard

Proposal Templates

For bidding or requesting work, a Directional Driller 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. New Technology Implementation Proposal
3. Cost Reduction Strategy Proposal
4. Training and Development Proposal
5. Project Expansion 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 Directional Driller 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.