Doula Templates

Doula Templates

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

1. Birth Plan Template
2. Postpartum Care Plan Template
3. Client Intake Form Template
4. Prenatal Visit Checklist Template
5. Labor Progress Chart Template
6. Newborn Care Log Template
7. Breastfeeding Log Template
8. Doula Services Agreement Template
9. Client Invoice Template
10. Monthly Expense Tracker Template

Reports

Reports are often prepared by a Doula 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 Birth Statistics Report
2. Postpartum Care Assessment Report
3. Breastfeeding Support Report
4. Prenatal Education Attendance Report
5. Newborn Care Checklist Report
6. Labor and Delivery Support Report
7. Maternal Health Assessment Report
8. Infant Development Milestones Report
9. Parent Satisfaction Survey Report
10. Community Outreach Activities 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 Doula does and how they do it.

1. Client Intake SOP
2. Prenatal Visit SOP
3. Labor Support SOP
4. Postpartum Visit SOP
5. Breastfeeding Support SOP
6. Newborn Care SOP
7. Emotional Support SOP
8. Bereavement Support SOP
9. Referral Management SOP
10. Documentation and Reporting SOP

Presentations

Doula 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 Client Progress Report
2. Prenatal Education Workshop
3. Postpartum Support Group Meeting
4. Newborn Care Class
5. Breastfeeding Support Seminar

Legal Docs

There are several key times when a Doula 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. Birth Plan Template
2. Client Agreement Template
3. Medical Release Form Template
4. Confidentiality Agreement Template
5. Consent for Treatment Template

Health & Safety Templates

Health & Safety templates for a Doula 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. Emergency Evacuation Plan Template
4. Personal Protective Equipment (PPE) Checklist Template
5. Health and Safety Training Attendance Record Template

Calendars

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

1. Monthly Birth Plan Calendar
2. Prenatal Appointment Calendar
3. Postpartum Support Calendar
4. Newborn Care Calendar
5. Client Follow-up Calendar

Invoice Templates

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

1. Client Birth Support Invoice
2. Prenatal Consultation Invoice
3. Postpartum Support Invoice
4. Breastfeeding Support Invoice
5. Childbirth Education Class Invoice

Survey Templates

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

1. Client Satisfaction Survey
2. Postpartum Support Survey
3. Prenatal Education Survey
4. Birth Experience Survey
5. Partner Satisfaction Survey

Meeting Agendas

Having premade Doula 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 Team Meeting
2. Client Intake Meeting
3. Prenatal Education Meeting
4. Postpartum Support Meeting
5. Professional Development Meeting

Budget Templates

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

1. Monthly Income and Expense Tracker
2. Client Billing and Payment Tracker
3. Business Expenses Tracker
4. Savings and Investment Tracker
5. Debt Repayment Tracker

Dashboards

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

1. Monthly Client Summary Dashboard
2. Birth Statistics Dashboard
3. Postpartum Care Dashboard
4. Client Satisfaction Dashboard
5. Financial Performance Dashboard

Proposal Templates

For bidding or requesting work, a Doula 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. Prenatal Care Package Proposal
2. Labor and Delivery Support Proposal
3. Postpartum Care Package Proposal
4. Breastfeeding Support Proposal
5. Newborn Care Education 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 Doula 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.