Golf Caddy Templates

Golf Caddy Templates

There is a huge number of templates that someone in the Golf Caddy 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 Golf Caddy. 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 Schedule
2. Scorecard Template
3. Golf Course Map
4. Golfer Information Sheet
5. Equipment Inventory
6. Expense Report
7. Golf Lesson Plan
8. Tournament Registration Form
9. Golf Course Maintenance Checklist
10. Performance Evaluation Form

Reports

Reports are often prepared by a Golf Caddy 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 Revenue Report
2. Golfer Performance Report
3. Course Maintenance Report
4. Inventory Report
5. Tee Time Utilization Report
6. Customer Satisfaction Report
7. Golf Equipment Sales Report
8. Marketing Campaign Effectiveness Report
9. Employee Performance Report
10. Tournament Participation 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 Golf Caddy does and how they do it.

1. Golf Course Setup SOP
2. Golf Bag Organization SOP
3. Golf Club Cleaning SOP
4. Golf Cart Maintenance SOP
5. Golfer Assistance SOP
6. Golf Course Etiquette SOP
7. Golf Tournament Preparation SOP
8. Golf Equipment Inventory SOP
9. Golf Course Safety SOP
10. Golf Course Closing SOP

Presentations

Golf Caddy 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 Performance Report
2. Player Analysis and Recommendations
3. Tournament Recap and Highlights
4. Golf Course Assessment and Strategy
5. Equipment and Gear Review

Legal Docs

There are several key times when a Golf Caddy 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. Liability Waiver Template
3. Non-Disclosure Agreement Template
4. Sponsorship Agreement Template
5. Release of Liability Template

Health & Safety Templates

Health & Safety templates for a Golf Caddy 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 Action Plan Template
5. Personal Protective Equipment (PPE) Assessment Template

Calendars

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

1. Tournament Schedule Calendar
2. Golf Course Availability Calendar
3. Player Availability Calendar
4. Equipment Maintenance Calendar
5. Training and Practice Calendar

Invoice Templates

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

1. Monthly Golf Caddy Services Invoice
2. Golf Tournament Caddy Fees Invoice
3. Golf Lesson Caddy Invoice
4. Golf Club Rental Invoice
5. Golf Equipment Purchase Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Golf Course Feedback Survey
3. Equipment and Facilities Survey
4. Golf Tournament Experience Survey
5. Golf Lesson Evaluation Survey

Meeting Agendas

Having premade Golf Caddy 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. Weekly Golf Course Maintenance Meeting
3. Monthly Golf Tournament Planning Meeting
4. Bi-weekly Golf Pro Meeting
5. Quarterly Golf Club Board Meeting

Budget Templates

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

1. Monthly Income and Expense Tracker
2. Golf Equipment and Supplies Budget
3. Transportation and Travel Expenses Template
4. Food and Beverage Budget
5. Miscellaneous Expenses Tracker

Dashboards

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

1. Player Performance Dashboard
2. Course Analysis Dashboard
3. Tournament Results Dashboard
4. Equipment Inventory Dashboard
5. Revenue and Expenses Dashboard

Proposal Templates

For bidding or requesting work, a Golf Caddy 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. Sponsorship Proposal
2. Golf Tournament Proposal
3. Golf Lesson Proposal
4. Golf Equipment Proposal
5. Golf Course Partnership 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 Golf Caddy 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.