Executive Director Templates

Executive Director Templates

There is a huge number of templates that someone in the Executive Director 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 Executive Director. 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. Board Meeting Agenda
3. Staff Meeting Minutes
4. Performance Evaluation Form
5. Annual Budget Proposal
6. Project Status Update
7. Strategic Planning Template
8. Fundraising Campaign Plan
9. Employee Handbook
10. Annual Report

Reports

Reports are often prepared by a Executive Director 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 Variance Report
4. Employee Productivity Report
5. Customer Satisfaction Report
6. Marketing Campaign Effectiveness Report
7. Inventory Management Report
8. Project Status Report
9. Competitive Analysis 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 Executive Director does and how they do it.

1. Monthly Financial Report Template
2. Staff Performance Evaluation Template
3. Board Meeting Agenda Template
4. Strategic Planning Template
5. Fundraising Campaign Template
6. Marketing and Communications Plan Template
7. Employee Onboarding Template
8. Project Management Template
9. Risk Assessment Template
10. Annual Budget Template

Presentations

Executive Director 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 Financial Report
2. Sales and Marketing Performance
3. Staff Performance and Training
4. Strategic Planning and Goals
5. Industry Trends and Analysis

Legal Docs

There are several key times when a Executive Director 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. Vendor Contract Template
4. Board Resolution Template
5. Annual Report Template

Health & Safety Templates

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

1. Incident Report Template
2. Safety Meeting Agenda Template
3. Risk Assessment Template
4. Emergency Response Plan Template
5. Safety Inspection Checklist Template

Calendars

Setting up Executive Director 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. Budget Planning Calendar
4. Marketing Campaign Calendar
5. Training and Development Calendar

Invoice Templates

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

1. Monthly Membership Invoice
2. Consulting Services Invoice
3. Training Program Invoice
4. Event Management Invoice
5. Financial Advisory Invoice

Survey Templates

For a Executive Director to get insights related to the work they do, they need to send out Executive Director 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. Training Needs Assessment Survey
5. Performance Evaluation Survey

Meeting Agendas

Having premade Executive Director 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. Board of Directors Meeting
3. Departmental Performance Review Meeting
4. Strategic Planning Meeting
5. Stakeholder Engagement Meeting

Budget Templates

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

1. Monthly Operating Budget Template
2. Personnel Budget Template
3. Marketing and Advertising Budget Template
4. Capital Expenditure Budget Template
5. Cash Flow Projection Template

Dashboards

Dashboards are a useful way for a Executive Director 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. Employee Productivity Dashboard
5. Key Performance Indicators (KPIs) Dashboard

Proposal Templates

For bidding or requesting work, a Executive Director 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. Project Implementation Proposal
5. Performance Evaluation 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 Executive Director 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.