Engineer Templates

Engineer Templates

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

1. Project Plan Template
2. Technical Report Template
3. Budget Spreadsheet Template
4. Risk Assessment Template
5. Change Request Template
6. Test Plan Template
7. Design Document Template
8. Meeting Agenda Template
9. Status Report Template
10. Requirements Document Template

Reports

Reports are often prepared by a Engineer 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 Sales Report
2. Production Efficiency Report
3. Quality Control Report
4. Inventory Management Report
5. Research and Development Report
6. Cost Analysis Report
7. Customer Satisfaction Report
8. Project Progress Report
9. Equipment Maintenance Report
10. Safety Compliance 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 Engineer does and how they do it.

1. Equipment Maintenance SOP
2. Quality Control SOP
3. Safety Procedures SOP
4. Project Management SOP
5. Testing and Validation SOP
6. Documentation and Reporting SOP
7. Troubleshooting and Repair SOP
8. Product Development SOP
9. Supplier Management SOP
10. Continuous Improvement SOP

Presentations

Engineer 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 Project Update
2. Product Development Roadmap
3. Technical Training Session
4. Engineering Team Performance Review
5. Client Proposal Presentation

Legal Docs

There are several key times when a Engineer 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. Non-Disclosure Agreement (NDA)
2. Software License Agreement
3. Service Level Agreement (SLA)
4. Master Services Agreement (MSA)
5. Intellectual Property Assignment Agreement

Health & Safety Templates

Health & Safety templates for a Engineer 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 Engineer calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Project Timeline Calendar
2. Meeting Schedule Calendar
3. Production Schedule Calendar
4. Maintenance Calendar
5. Training and Development Calendar

Invoice Templates

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

1. Monthly Engineering Services Invoice
2. Equipment Maintenance Invoice
3. Project Development Invoice
4. Technical Support Invoice
5. Software Licensing Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Product Feedback Survey
3. Market Research Survey
4. Employee Engagement Survey
5. User Experience Survey

Meeting Agendas

Having premade Engineer 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. Project Kickoff Meeting
2. Weekly Progress Meeting
3. Design Review Meeting
4. Team Collaboration Meeting
5. Monthly Performance Review Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Income and Savings Budget Template
3. Project Budget Template
4. Travel and Entertainment Budget Template
5. Equipment and Maintenance Budget Template

Dashboards

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

1. Sales Performance Dashboard
2. Project Management Dashboard
3. Quality Assurance Dashboard
4. Financial Analysis Dashboard
5. Resource Allocation Dashboard

Proposal Templates

For bidding or requesting work, a Engineer 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. Project Cost Estimation Proposal
2. Research and Development Proposal
3. Equipment Upgrade Proposal
4. Software Development Proposal
5. Technical Training 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 Engineer 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.