Drilling Foreman Templates

Drilling Foreman Templates

There is a huge number of templates that someone in the Drilling Foreman 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 Drilling Foreman. 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. Well Control Plan
3. Equipment Inspection Checklist
4. Rig Move Plan
5. Safety Meeting Minutes
6. Cost Tracking Spreadsheet
7. Drilling Fluids Report
8. Wellbore Diagram
9. Drill Bit Performance Report
10. End of Well Report

Reports

Reports are often prepared by a Drilling Foreman 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. Monthly Production Report
3. Wellbore Stability Report
4. Equipment Maintenance Report
5. Cost Analysis Report
6. Safety Incident Report
7. Environmental Compliance Report
8. Drill Bit Performance Report
9. Rig Utilization Report
10. Drilling Fluid Analysis 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 Drilling Foreman does and how they do it.

1. Daily Drilling Report Template
2. Pre-Drilling Checklist Template
3. Well Control Procedures Template
4. Equipment Inspection Template
5. Drill String Running Procedures Template
6. Mud Logging SOP Template
7. Casing Running Procedures Template
8. Well Testing Procedures Template
9. Well Completion SOP Template
10. Well Abandonment Procedures Template

Presentations

Drilling Foreman 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. Daily Drilling Report Template
2. Safety Meeting Presentation Template
3. Monthly Production Report Template
4. Rig Inspection Presentation Template
5. Well Completion Report Template

Legal Docs

There are several key times when a Drilling Foreman 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. Drilling Contract Template
2. Environmental Compliance Template
3. Safety and Risk Assessment Template
4. Equipment Maintenance and Inspection Template
5. Incident Report Template

Health & Safety Templates

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

1. Incident Report Template
2. Safety Meeting Minutes Template
3. Job Hazard Analysis Template
4. Safety Inspection Checklist Template
5. Emergency Response Plan Template

Calendars

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

1. Work Schedule Calendar
2. Rig Maintenance Calendar
3. Safety Training Calendar
4. Equipment Inspection Calendar
5. Production Reporting Calendar

Invoice Templates

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

1. Daily Drilling Report Invoice – This invoice template is used to document the daily drilling activities and progress made on the drilling site. It includes details such as the number of feet drilled, the type of drilling equipment used, and the number of personnel on site.

2. Equipment Rental Invoice – This invoice template is used to bill clients for the rental of drilling equipment. It includes details such as the type of equipment rented, the rental period, and the rental rate.

3. Mileage and Travel Expense Invoice – This invoice template is used to bill clients for the travel expenses incurred during drilling operations. It includes details such as the distance traveled, the mode of transportation used, and the cost of fuel.

4. Labor and Personnel Invoice – This invoice template is used to bill clients for the labor and personnel costs associated with drilling operations. It includes details such as the number of personnel on site, their hourly rate, and the number of hours worked.

5. Materials and Supplies Invoice – This invoice template

Survey Templates

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

1. Employee Satisfaction Survey
2. Safety Compliance Survey
3. Equipment Performance Survey
4. Environmental Impact Survey
5. Training Needs Assessment Survey

Meeting Agendas

Having premade Drilling Foreman 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 Compliance Meeting
3. Equipment Maintenance and Inspection Meeting
4. Team Performance and Training Meeting
5. Stakeholder Engagement and Communication Meeting

Budget Templates

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

1. Monthly Operating Budget Template
2. Equipment Maintenance Budget Template
3. Employee Payroll Budget Template
4. Supply and Inventory Budget Template
5. Capital Expenditure Budget Template

Dashboards

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

1. Drilling Efficiency Dashboard
2. Safety Performance Dashboard
3. Cost Analysis Dashboard
4. Production Output Dashboard
5. Equipment Maintenance Dashboard

Proposal Templates

For bidding or requesting work, a Drilling Foreman 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 Drilling Equipment Maintenance Proposal
2. Monthly Drilling Operations Cost Reduction Proposal
3. Monthly Drilling Safety Enhancement Proposal
4. Monthly Drilling Efficiency Improvement Proposal
5. Monthly Drilling Crew Training and Development 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 Drilling Foreman 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.