Guest Relations Manager Templates

Guest Relations Manager Templates

There is a huge number of templates that someone in the Guest Relations Manager 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 Guest Relations Manager. 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 Guest Feedback Report
2. Reservation Tracker
3. Daily Occupancy Report
4. Staff Roster
5. Event Planning Checklist
6. Guest Complaint Log
7. Marketing Campaign Tracker
8. Budget Forecast
9. Weekly Sales Report
10. Staff Training Schedule

Reports

Reports are often prepared by a Guest Relations Manager 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. Occupancy Report
2. Revenue Report
3. Guest Satisfaction Report
4. Sales Report
5. Staff Performance Report
6. Room Availability Report
7. Marketing Campaign Report
8. Complaints Report
9. Loyalty Program Report
10. Event and Conference 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 Guest Relations Manager does and how they do it.

1. Guest Check-in Procedure
2. Guest Check-out Procedure
3. Reservation Management SOP
4. Complaint Handling SOP
5. Concierge Services SOP
6. Housekeeping Standards SOP
7. Front Desk Operations SOP
8. VIP Guest Handling SOP
9. Lost and Found Procedure
10. Emergency Response Plan SOP

Presentations

Guest Relations Manager 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. Guest Feedback Analysis
3. Staff Training and Development
4. Marketing and Promotions Update
5. Event Planning and Coordination

Legal Docs

There are several key times when a Guest Relations Manager 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. Incident Report Template
4. Guest Complaint Form Template
5. Privacy Policy Template

Health & Safety Templates

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

1. Incident Report Template
2. Safety Inspection Checklist Template
3. Emergency Evacuation Plan Template
4. First Aid Kit Inspection Template
5. Health and Safety Training Attendance Template

Calendars

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

1. Monthly Staff Schedule Calendar
2. Events and Promotions Calendar
3. Reservation and Booking Calendar
4. Maintenance and Housekeeping Calendar
5. Guest Feedback and Review Calendar

Invoice Templates

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

1. Room Rental Invoice
2. Food and Beverage Invoice
3. Event Space Rental Invoice
4. Spa and Wellness Services Invoice
5. Miscellaneous Charges Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Staff Performance Evaluation Survey
3. Event Feedback Survey
4. Facilities and Amenities Survey
5. Loyalty Program Evaluation Survey

Meeting Agendas

Having premade Guest Relations Manager 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. Sales and Marketing Meeting
3. Operations Review Meeting
4. Customer Feedback Meeting
5. Training and Development Meeting

Budget Templates

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

1. Monthly Revenue Budget Template
2. Monthly Expense Budget Template
3. Payroll Budget Template
4. Marketing and Advertising Budget Template
5. Capital Expenditure Budget Template

Dashboards

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

1. Occupancy Rate Dashboard
2. Guest Satisfaction Dashboard
3. Revenue Dashboard
4. Staff Performance Dashboard
5. Marketing Campaign Dashboard

Proposal Templates

For bidding or requesting work, a Guest Relations Manager 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 Marketing Proposal
2. Customer Satisfaction Proposal
3. Employee Training Proposal
4. Event Planning Proposal
5. Guest Experience Enhancement 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 Guest Relations Manager 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.