Joiner Templates

Joiner Templates

There is a huge number of templates that someone in the Joiner 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 Joiner. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Project Proposal Template
2. Work Order Template
3. Material Order Template
4. Daily Work Log Template
5. Project Schedule Template
6. Cost Estimate Template
7. Invoice Template
8. Safety Inspection Checklist Template
9. Equipment Maintenance Log Template
10. Client Feedback Form Template

Reports

Reports are often prepared by a Joiner 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 Sales Report
2. Inventory Report
3. Project Progress Report
4. Cost Analysis Report
5. Employee Attendance Report
6. Safety Incident Report
7. Equipment Maintenance Report
8. Customer Satisfaction Report
9. Financial Statement Report
10. Quality Control 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 Joiner does and how they do it.

1. Safety SOP
2. Equipment Maintenance SOP
3. Material Handling SOP
4. Assembly SOP
5. Finishing SOP
6. Quality Control SOP
7. Site Preparation SOP
8. Installation SOP
9. Project Management SOP
10. Documentation SOP

Presentations

Joiner 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. Project Progress Report Template
2. Client Presentation Template
3. Safety Training Template
4. Budget Review Template
5. Team Meeting Agenda Template

Legal Docs

There are several key times when a Joiner 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 Contract Template
2. Non-Disclosure Agreement Template
3. Purchase Order Template
4. Subcontractor Agreement Template
5. Liability Waiver Template

Health & Safety Templates

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

1. Risk Assessment Template
2. Toolbox Talk Template
3. Incident Report Template
4. Safety Inspection Checklist Template
5. Personal Protective Equipment (PPE) Assessment Template

Calendars

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

1. Project Schedule Calendar
2. Work Order Calendar
3. Material Delivery Calendar
4. Team Availability Calendar
5. Equipment Maintenance Calendar

Invoice Templates

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

1. Standard Invoice
2. Progress Payment Invoice
3. Retention Invoice
4. Variation Order Invoice
5. Final Payment Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Employee Feedback Survey
3. Project Evaluation Survey
4. Supplier Performance Survey
5. Safety and Compliance Survey

Meeting Agendas

Having premade Joiner 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. Project Kick-off Meeting
2. Weekly Progress Meeting
3. Safety Meeting
4. Client Meeting
5. Team Performance Review Meeting

Budget Templates

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

1. Income Budget Template
2. Expense Budget Template
3. Material Cost Budget Template
4. Labor Cost Budget Template
5. Equipment Cost Budget Template

Dashboards

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

1. Project Progress Dashboard
2. Financial Performance Dashboard
3. Resource Allocation Dashboard
4. Safety and Compliance Dashboard
5. Client Satisfaction Dashboard

Proposal Templates

For bidding or requesting work, a Joiner 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. “Kitchen Renovation Proposal”
2. “Bathroom Remodeling Proposal”
3. “Custom Furniture Design Proposal”
4. “Deck Installation Proposal”
5. “Home Addition 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 Joiner 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.