Green Keeper Templates

Green Keeper Templates

There is a huge number of templates that someone in the Green Keeper 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 Green Keeper. 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 Maintenance Schedule
2. Equipment Inventory Spreadsheet
3. Planting Plan Template
4. Pest Control Log
5. Irrigation System Maintenance Checklist
6. Safety Inspection Report
7. Budget Tracker Spreadsheet
8. Staff Work Schedule
9. Fertilizer Application Record
10. Landscape Design Proposal Template

Reports

Reports are often prepared by a Green Keeper 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 Equipment Maintenance Report
2. Irrigation System Efficiency Report
3. Pest and Disease Control Report
4. Turf Health and Condition Report
5. Fertilizer and Chemical Usage Report
6. Weed Control and Removal Report
7. Water Consumption and Conservation Report
8. Landscape Enhancement and Renovation Report
9. Budget and Expense Analysis Report
10. Staffing and Workforce Management 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 Green Keeper does and how they do it.

1. Daily Maintenance SOP
2. Irrigation System SOP
3. Lawn Mowing SOP
4. Fertilization and Weed Control SOP
5. Tree and Shrub Care SOP
6. Equipment Maintenance SOP
7. Pest Control SOP
8. Planting and Transplanting SOP
9. Turf Renovation SOP
10. Safety and Emergency Procedures SOP

Presentations

Green Keeper 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 Maintenance Report
2. Landscape Design Proposal
3. Pest and Disease Control Plan
4. Irrigation System Evaluation
5. Seasonal Planting Guide

Legal Docs

There are several key times when a Green Keeper 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. Service Agreement Template
4. Liability Waiver Template
5. Purchase Order Template

Health & Safety Templates

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

1. Risk Assessment Template
2. Personal Protective Equipment (PPE) Checklist Template
3. Hazardous Chemicals Register Template
4. Emergency Evacuation Plan Template
5. First Aid Kit Inspection Checklist Template

Calendars

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

1. Monthly Maintenance Calendar
2. Planting and Seeding Calendar
3. Irrigation Schedule Calendar
4. Fertilization and Pest Control Calendar
5. Equipment Maintenance Calendar

Invoice Templates

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

1. Monthly Maintenance Invoice
2. Equipment Rental Invoice
3. Landscape Design Invoice
4. Plant and Material Invoice
5. Irrigation System Installation Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Employee Feedback Survey
3. Landscape Quality Assessment Survey
4. Equipment and Maintenance Survey
5. Environmental Impact Survey

Meeting Agendas

Having premade Green Keeper 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. Equipment Maintenance Meeting
3. Landscape Design Review Meeting
4. Budget Planning Meeting
5. Client Consultation Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Payroll Budget Template
3. Equipment Maintenance Budget Template
4. Inventory Budget Template
5. Marketing and Advertising Budget Template

Dashboards

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

1. Monthly Equipment Maintenance Dashboard
2. Landscape Quality Assessment Dashboard
3. Irrigation System Performance Dashboard
4. Pest and Disease Control Dashboard
5. Budget and Expense Tracking Dashboard

Proposal Templates

For bidding or requesting work, a Green Keeper 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 Lawn Maintenance Proposal
2. Irrigation System Installation Proposal
3. Landscape Design and Installation Proposal
4. Tree and Shrub Care Proposal
5. Pest Control and Weed Management 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 Green Keeper 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.