Director-General Templates

Director-General Templates

There is a huge number of templates that someone in the Director-General 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 Director-General. 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 Financial Report
2. Sales Performance Dashboard
3. Staff Performance Evaluation
4. Project Status Update
5. Board Meeting Agenda
6. Annual Budget Proposal
7. Marketing Campaign Plan
8. Employee Training Schedule
9. Strategic Business Plan
10. Monthly Operations Review

Reports

Reports are often prepared by a Director-General 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. Financial Performance Report
2. Sales and Revenue Report
3. Budget Analysis Report
4. Market Share Report
5. Customer Satisfaction Report
6. Production Efficiency Report
7. Employee Performance Report
8. Competitive Analysis Report
9. Inventory Management Report
10. Strategic Planning 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 Director-General does and how they do it.

1. Monthly Financial Report Template
2. Staff Performance Evaluation Template
3. Project Status Update Template
4. Meeting Agenda Template
5. Budget Planning Template
6. Strategic Planning Template
7. Risk Assessment Template
8. Employee Onboarding Template
9. Performance Improvement Plan Template
10. Stakeholder Communication Template

Presentations

Director-General 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 Sales Report
2. Quarterly Financial Analysis
3. Annual Business Strategy
4. Board Meeting Updates
5. Employee Performance Review

Legal Docs

There are several key times when a Director-General 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. Memorandum of Understanding Template
4. Service Agreement Template
5. Board Resolution Template

Health & Safety Templates

Health & Safety templates for a Director-General 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. Emergency Response Plan Template
5. Health and Safety Training Record Template

Calendars

Setting up Director-General calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Staff Meeting Calendar
2. Project Deadlines Calendar
3. Travel and Conference Calendar
4. Budget and Financial Calendar
5. Performance Evaluation Calendar

Invoice Templates

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

1. Sales Invoice
2. Purchase Invoice
3. Service Invoice
4. Expense Invoice
5. Credit Memo

Survey Templates

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

1. Employee Satisfaction Survey
2. Customer Feedback Survey
3. Market Research Survey
4. Product Development Survey
5. Training Needs Assessment Survey

Meeting Agendas

Having premade Director-General 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 Executive Team Meeting
2. Quarterly Board of Directors Meeting
3. Weekly Departmental Meeting
4. Annual Strategic Planning Meeting
5. Monthly Performance Review Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Revenue Forecast Template
3. Departmental Budget Template
4. Capital Expenditure Budget Template
5. Cash Flow Projection Template

Dashboards

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

1. Financial Performance Dashboard
2. Sales and Revenue Dashboard
3. Operational Efficiency Dashboard
4. Customer Satisfaction Dashboard
5. Employee Productivity Dashboard

Proposal Templates

For bidding or requesting work, a Director-General 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 Budget Proposal
2. Marketing Strategy Proposal
3. Employee Training Proposal
4. Product Development 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 Director-General 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.