Executive Templates

Executive Templates

There is a huge number of templates that someone in the Executive 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. 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 Sales Report
2. Financial Statement
3. Budget Proposal
4. Project Status Update
5. Meeting Agenda
6. Performance Review
7. Employee Schedule
8. Marketing Plan
9. Business Plan
10. Executive Summary

Reports

Reports are often prepared by a Executive 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 Analysis Report
4. Employee Productivity Report
5. Market Share Report
6. Customer Satisfaction Report
7. Inventory Management Report
8. Competitor Analysis Report
9. Project Status Report
10. Risk Assessment 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 does and how they do it.

1. Employee Onboarding SOP
2. Performance Evaluation SOP
3. Budget Planning SOP
4. Project Management SOP
5. Meeting Facilitation SOP
6. Recruitment and Hiring SOP
7. Training and Development SOP
8. Conflict Resolution SOP
9. Policy and Procedure Development SOP
10. Stakeholder Communication SOP

Presentations

Executive 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 Sales Report
2. Quarterly Financial Analysis
3. Annual Business Review
4. Project Status Update
5. Leadership Team Meeting

Legal Docs

There are several key times when a Executive 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. Consulting Agreement Template
4. Partnership Agreement Template
5. Vendor Agreement Template

Health & Safety Templates

Health & Safety templates for a Executive 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 Meeting Minutes Template
4. Emergency Response Plan Template
5. Workplace Inspection Checklist Template

Calendars

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

1. Monthly Planning Calendar
2. Team Meeting Calendar
3. Project Timeline Calendar
4. Travel Schedule Calendar
5. Performance Review Calendar

Invoice Templates

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

1. Sales Invoice
2. Purchase Invoice
3. Service Invoice
4. Expense Invoice
5. Salary Invoice

Survey Templates

For a Executive to get insights related to the work they do, they need to send out Executive 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 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 Executive Team Meeting
2. Departmental Performance Review Meeting
3. Project Status Update Meeting
4. Client Relationship Management Meeting
5. Budget and Financial Planning Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Income Projection Budget Template
3. Departmental Budget Template
4. Capital Expenditure Budget Template
5. Cash Flow Budget Template

Dashboards

Dashboards are a useful way for a Executive 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. Customer Satisfaction Dashboard

Proposal Templates

For bidding or requesting work, a Executive 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 Management Proposal
5. Performance Evaluation Proposal

Get Your Template Made

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