Disability Services Program Manager Templates
There is a huge number of templates that someone in the Disability Services Program Manager 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 Disability Services Program Manager. 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 Program Report
2. Budget Spreadsheet
3. Staff Schedule Template
4. Client Intake Form
5. Individualized Service Plan Template
6. Progress Notes Template
7. Incident Report Form
8. Training Evaluation Survey
9. Volunteer Sign-up Sheet
10. Program Evaluation Questionnaire
Reports
Reports are often prepared by a Disability Services Program Manager 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. Client Caseload Report
2. Service Utilization Report
3. Budget Expenditure Report
4. Staff Productivity Report
5. Quality Assurance Report
6. Outcome Measures Report
7. Referral Source Report
8. Waitlist Report
9. Staff Training Report
10. Program Evaluation 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 Disability Services Program Manager does and how they do it.
1. Intake and Assessment SOP
2. Individualized Service Plan SOP
3. Case Management SOP
4. Accommodation Request SOP
5. Disability Documentation SOP
6. Service Coordination SOP
7. Progress Monitoring SOP
8. Crisis Intervention SOP
9. Transition Planning SOP
10. Program Evaluation SOP
Presentations
Disability Services Program Manager 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 Program Performance Report
2. Staff Training and Development Presentation
3. Stakeholder Engagement and Collaboration Update
4. Budget and Funding Allocation Presentation
5. Program Evaluation and Improvement Plan
Legal Docs
There are several key times when a Disability Services Program Manager 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. Individualized Education Program (IEP) Template
2. Consent for Release of Information Template
3. Grievance Procedure Template
4. Accommodation Request Form Template
5. Service Agreement Template
Health & Safety Templates
Health & Safety templates for a Disability Services Program Manager ensure that the correct forms are completed to protect from harm and record any incidents at work.
1. Incident Report Form
2. Risk Assessment Template
3. Emergency Evacuation Plan Template
4. Workplace Inspection Checklist
5. Personal Protective Equipment (PPE) Assessment Form
Calendars
Setting up Disability Services Program Manager calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Staff Meeting Calendar
2. Training and Development Calendar
3. Client Appointments Calendar
4. Program Evaluation Calendar
5. Outreach and Community Events Calendar
Invoice Templates
Several types of Disability Services Program Manager invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Service Invoice
2. Participant Reimbursement Invoice
3. Grant Funding Invoice
4. Equipment Purchase Invoice
5. Staff Training Invoice
Survey Templates
For a Disability Services Program Manager to get insights related to the work they do, they need to send out Disability Services Program Manager surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Client Satisfaction Survey
2. Needs Assessment Survey
3. Program Evaluation Survey
4. Staff Training Evaluation Survey
5. Community Outreach Survey
Meeting Agendas
Having premade Disability Services Program Manager 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. Program Evaluation Meeting
3. Stakeholder Engagement Meeting
4. Budget Planning Meeting
5. Training and Development Meeting
Budget Templates
To manage finances well, a Disability Services Program Manager would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Operating Budget Template
2. Staffing Budget Template
3. Program Expenses Budget Template
4. Fundraising and Grants Budget Template
5. Capital Expenditure Budget Template
Dashboards
Dashboards are a useful way for a Disability Services Program Manager to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Program Performance Dashboard
2. Client Satisfaction Dashboard
3. Financial Analysis Dashboard
4. Staff Productivity Dashboard
5. Compliance Monitoring Dashboard
Proposal Templates
For bidding or requesting work, a Disability Services Program Manager 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 for Expansion of Disability Services
2. Grant Proposal for Community Outreach Program
3. Proposal for Collaborative Partnership with Local Businesses
4. Proposal for Training and Development Program for Staff
5. Proposal for Research Project on Disability Inclusion in Society
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 Disability Services Program Manager 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.